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HomeMy WebLinkAbout01-1007 Estate of Robert E. Keller also known as PETITION FOR PROBATE and GRANT OF LETTERS ~<l-O I -J 00 , No. To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 193-24-0363 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/amexl8 years of age or older an the executor in the last will of the above decedent, dated January 11 and codicil(s) dated named , ~-1.QQJ (state relevant circnmstances, e.g. renunciation, death of executor. etc.) Decendent was domiciled at death in Carl isle r.l1mlwrl :::Inn County, Pennsylvania, with his last family or principal residence at 8 Creekview Drive, Di{'kinl';on 'l'm.ml';}dp, Carlisle. PA 17013 (list street. number and muncipality) Decendent then 68 years of age, died October 21 at Specialty Hospital of Houston, Houston, TX Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent 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: 8 Creekview Drive. Car lis Ie. P A , t9c 2001 , WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.I.a.; administration d.b.n.c.t.a.) theron. - VI ~ U C ... "0_ "v; ~ ...... 0::'" c "00 c': ~.= 3~ ... <- ;0 OJ c 00 Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1.. ss 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 represen- tative(s) of the above decedent petitioner(s) will well an truly admini t he estate according to law. and c" ~. ::s I::l - s:: ~ ~ No. 21-2001-1007 Estate of Robert E. Keller , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November 2nd JfJ 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 11, 2001 described therein be admitted to probate and filed of record as the last will of Robert E. Keller and L'etters of Testamentary are hereby granted to JoAnne. Hhite Mary c. Iewis~<f FEES Probate, Letters, Etc. ......... Short Certificates(5 ) . , . . . . . . . . Renunciation ................ x-Pages (4) JCP $ 235.00 $ 15.00 $ $ 12.00 TOTAL _ $ 5.00 . .NQVEm~r. .2r.J.Q.,20Ql.. .$26.7...00.. Joseph D. Buckley, Esquire 38444 ATTORNEY (Sup. Ct. 1.0. No.) 1237 Holly Pike Carlisle, PA 17013 ADDRESS (717) 249-2448 Filed PHONE EXECUTRIX WILL PICK UP LETTERS Ul u :! 4. DATE OF BIRTH :!! Au ust 23, III 8. RACE "lii s: Caucasian 0 YES XINo ..... 12. MARITAL STATUS o 0 MARRIED 0 NEVER MARRIED ill 0 WIDOWED Uo,VORCED l!! 15a. RESIDENCE STREET ADDRESS ~ 8 Creekview Dr. I 15<. COUNTY ;; Cumberland "i 16. FATHER'S NAME ::J: '0 'E ~ HOSPITAL: I)lINPATIENT 1: 19. COUNTY OF DEATH tII lir Harris Webster Q 22. INFORMANT - SIGNATURE & RELATIONSHIP Ul ~ JoAnne White {!!. 24. METHOD OF DISPOSITION STATE OF TEXAS 1. NAME OF DECEASED (a) FIRST City O[R!!~H~l~'Hn, !~!~~ER (b) MIDDLE 2 (e) LAST (d) MAIDEN 2. SEX October 21, 2001 7. SOCIAL SECURITY NO. 193-24-0363 12 Optician Carlisle 15e. ZIP CODE 15f. INSIDE CITY LIMITS 17013 UYES ONO .5 e " ~ 30. CERTIFIER ~i "'cn .8~ ecn 5'": E~ .E cD 31. SIGNATURE & TITLE OF CERTIFIER .!J" =8 ~.; 34. PRINTED NAME & ADDRESS OF CERTIFIER ~ ~~ Luis Sabatini, M.D. 6243 Z"" a:1iC ;:S il ,,- 010 i~ e; I ~o I- 01- '" eO. w i.: ~ 00 0 ~~ ~ 0- ~ i; ~; IUs ".!J ;:a. John H. Keller o BURIAL n CREMATION o REMOVAL FROM STATE o DONATION o OTHER (SPECIFY) ro CERTIFYING PHYSICIAN o MEDICAL EXAMINER } o JUSTICE OF THE PEACE o RESIDENCE 0 OTHER (SPECIFY) 21. NAME OF HOSPITAL OR INSTITUTION (If not in instltu1ion, show street address) Dau hter 25a. PLACE OF DISPOSITION (NAME OF CEMETERY, CREMATORY OR OTHER PtACE) race Mem. Park & 26. LOCATION (CITY, STATE) 25b. Section 1120 Hidden Oaks, Lea ue City, TX 77573 29. NAME & ADDRESS OF FUNERAL HOME Cremation Society of Pennsylvania 4100 Jonestown Rd. Harrisburg, Pennsylvania 17109 Hitchcock Texas 27. SIGNATURE OF FUNERAL DIRECTOR OR !~SON ACTING AS SUCH -H 10;:;""" . D. Space Unknown IX 28. DATE OF DISPOSITION 10/25/01 TO THE BEST OF MY KNOWLEDGE DEATH OCCURRED AT THE TIME, DATE, AND PLACE, AND DUE TO THE CAUSE(S) AND MANNER AS STATED. ON THE BASIS OF EXAMINATION AND/OR INVESTIGATION, IN MY OPINION, DEATH OCCURRED AT THE TIME, DATE. PLACE, AND DUE TO THE CAUSE(S) AND MANNER AS STATED. 32. DATE SIGNED 10 ~~ 33. TIME OF DEATH l1.b. YEAR 0; 3: 15 A. M. Fairmont Parkway # 100 Pasadena,Texas 77505 35. PART 1 ENTER THE DISEASES, INJURIES OR COMPLICATIONS THAT CAUSED THE DEATH. DO NOT ENTER THE MODE OF DYING SUCH AS CARDIAC OR RESPIRATORY ARREST, SHOCK, OR HEART FAILURE. LIST ONLY ONE CAUSE ON EACH LINE, EjJD Approximate Interval Between Onset and Death COUl/ifo.rrJ Oi<' ,((11" L r'C/(l'A- ~77h6'~ ~~~o~::or; ~~~~ :::~~jease ~ 8. {b, Sequentialty list conditions, If any. leading to Immediate cause. Enter UNDERLYING CAUSE (disease c. or injury that initiated events resulting in death) LAST d. PART 2 OTHER SIGNIFICANT CONDITIONS CONTRIBUTING TO DEATH BUT NOT RESULTING IN THE UNDERLYING CAUSE GIVEN IN PART 1 (i.e.. substance abuse, diabetes, smoking, etc.) DUE TO (OR AS A LIKELY CONSEQUENCE OF): DUE TO (OR AS A LIKELY CONSEQUENCE OF): DUE TO (OR AS A LIKELY CONSEQUENCE OF): 36b. AUTOPSY FINDINGS AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? 37. DID TOBACCO USE CONTRIBUTE TO DEATH DYES 0 PROBABLY ~O 0 UNKNOWN 38. DID ALCOHOL USE CONTRIBUTE TO DEATH ffiROBABL Y o UNKNOWN DYES 39. WAS DECEDENT PREGNANT AT TIME OF DEATH 0 YES 01'l6 0 UNK WITHIN LAST 12 MO 0 YES oN'o 0 UNK 41d. PLACE OF INJURY - AT HOME, FARM, STREET, FACTORY, OFFICE, ETC. (SPECIFY) 40. MANNER OF DEATH 0NATURAL o ACCIDENT ~ 0 SUICIDE en :> 0 HOMICIDE W 0 PENDING INVESTIGATION ~ 0 COULD NOT BE DETERMINED ~ 42a. R~G~TRAR!60a2 STATE OF TEXAS COUNTY OF HARRIS DYES g-No 418. DATE OF INJURY 41 b. TIME OF INJURY M. 411. DESCRIBE HOW INJURY OCCURRED 42b. DATE RECEIVED BY LOCAL REGISTRAR Q.CT. 24, 2001 ) 55 CERTIFIED COpy OF VITAL RECORDS OCT 2 5 2001 ?uJ.~ DATE ISSUED This is a true and exact reproduction of the document officially registered and placed on file in the BUREAU OF VITAL STATISTICS, HOUSTON HEALTH AND HUMAN SERVICES DEPARTMENT. R. W. Hanks, Registrar BUREAU OF VITAL STATISTICS This copy not valid uniess prepared on engraved border dispiaying seal and signature of Registrar. LAMINATION MAY VOID CERTIFICATE. i ~ ~ I " t ~ ~ .~ ill !li ~ ~ <~ -;c-.. , ..J '~ ..) '.j C;>...;, LAST WILL AND TESTAMENT OF ROBERT E. KELLER 21-2001-1007 I, Robert E. Keller, domiciled and resident at 8 Creekview Drive, Carlisle, Dickinson Township of Cumberland County, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFINITIONS I am single. I have two children, Edward David Keller and Jo Anne White, both adults, they are referred to in the Will as "my children". II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. I desire that my body be cremated and my Executor to hold a celebration of life for all my friends and family. III. DAUGHTER SURVIVING If my issue survives me, I devise, bequeath, and appoint all my property real and personal to my daughter, Jo Ann White. I leave my son, Edward David Keller nothing. IV. DAUGHTER FAILING TO SURVIVE Ifmy daughter, Jo Anne White, should predecease me, I leave my entire estate to her children, Elizabeth White, Amanda White, Jessica Toche and Christine White (hereinafter referred to as "my grandchildren") as follows: Tangible Personal Property: I give my tangible personal property in equal shares to my said grandchildren who survive me, to be divided among them as they (or their Guardians, in the case of minor children) shall agree; if they fail to reach agreement within sixty (60) days of my death, this tangible personal property shall be divided among my grandchildren as my Executor determines "A\.,I "1- ~ :r -) ,-' /(:"'''\ appropriate, in shares of substantially equal value. I recommend, but do not require, that all such items of tangible personalty be appraised and that the grandchildren (or their Guardians in the case of minor children) select in rotation items at the appraised value, the order of choice to be determined by lot. If any child is a minor at the time of such division, my Executor may distribute his/her share of tangible personal property to him/her for his/her use or for his/her use to his/her Guardian in any combination of items, or to both, without further responsibility, and the distributee's receipt shall be sufficient discharge to my Executor. .. , Residue: I give all other property which I own or over which I have a testamentary power of appointment, to and for the benefit of my said grandchildren who survive me, as follows: To each who has attained the age of twenty-five (25) years, the share which he/she would take if all such property then were being distributed to my said grandchildren who survive me, per stirpes. To my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR GRANDCHILDREN. V. TRUST FOR GRANDCHILDREN This trust is established for the benefit of my issue of my daughter from time to time living who have not attained the age of twenty- five (25) years and who do not have a parent who received either a part of the residue at my death under Article IV or a portion of the corpus of this trust subsequently at age twenty-five (25) years. Income: The net income shall be accumulated and thereafter treated as corpus. Corpus: From the corpus of the trust, the Trustee shall pay from time to time or for the benefit of such one or more beneficiaries such variable amounts (even to the exhaustion of the trust) as are appropriate, in the discretion of the Trustee, for support and care where the beneficiary is not self-supporting through no fault of his own, for education (defined as four years of college, or equivalent preparation in business, technical or trade training) if the beneficiary strives therefor in good faith, and for extraordinary requirements occasioned by illness or other misfortune. Amounts of corpus so distributed shall not be taken into account in making division of the trust when a beneficiary attains the age for distribution to him provided in the next four paragraphs. It is my expectation and intention that if guardians of the person are appointed for a minor child, the Trustee will exercise the foregoing power in order to supply funds to the guardians adequate to maintain and support the minor child and to protect the guardians, to the extent possible, from .~~ '--< r- '<0;,: minor child and to protect the guardians, to the extent possible, from suffering any significant financial burden by reason of their appointment. When each beneficiary attains the age of twenty-five (25) years, the Trustee shall pay to him the share to which he would be entitled if the then existing trust fund were distributed to my issue then living, per stirpes, on the hypothesis that my only issue then living are such beneficiary and all younger beneficiaries of this Trust. This trust shall terminate when the youngest beneficiary attains the age of twenty- five (25) years. If this last beneficiary dies before attaining that age, then upon his death Trustee shall distribute the fund to my issue, then living, per stirpes. If, at the end of my accounting period, the current market value of the corpus of the trust does not exceed Twenty-Five thousand ($25,000.00) dollars, the corpus shall forthwith be paid to the beneficiaries of the trust then living, per stirpes (my children to be the stocks); provided that if a distributee is a minor under the Revised Uniform Gifts to Minors Act as that Act exists at the execution of this Will and, for the purpose, that Act is incorporated by reference. If this trust is still in existence on the date that is twenty-one (21) years after the death of the last to die of my issue living at my death, Trustee shall divide the fund, per stirpes, among the then beneficiaries of the trust (my children to be the stocks). The share of each beneficiary shall be paid to him, provided the Trustee shall hold, administer the share of any distributee who then is a minor as Custodian in accordance with the provision in the last preceding paragraph. VI. FIDUCIARIES Executor: I nominate and appoint as Executrix of this Will my daughter, Jo Anne White, to serve without bond. If she does not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate my son-in-law, David P. White, to serve as sole Executor to serve without bond. Trustee: I nominate Orrstown Bank as Trustee. My Trustee shall not be required to file an inventory or accountings with the Clerk or the Court having jurisdiction over this Will. I direct that it shall receive as compensation for services as Trustee such amounts as is customarily charges for similar services at the time those services are performed. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VII. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this 11th day of January, 2001 at 1237 Holly Pike, Carlisle, Cumberland County, Pennsylvania. , /.,/' C~~/: /(", j'. C't'.f.. L- (.c;:", -. (, L 1<, ROBERT E. KELLER ROBERT E. KELLER, in our presence, signed this instrument. Before he signed it, he declared to us that it was his Will and requested that we act as witnesses to its execution. We believe him to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in his presence, and in the presence of each other, sign below as witnesses, all on this 11th day of January, 2001, at 1237 Holly Pike, CarlisJi' Cumberland County, Pennsylvania. q! ;/1 (' ,U.i '1,( lk~ , . //) " .J' . "'h / ., ,/ I ' '/ /. / '. / .:: 'I ,',' /', / ....,., . _.~ {/..,f.l;'Ti.~t ,c/( lvJ/(.(j/t. j residing at 1237 Holly Pike, Carlisle, PAl 7013. residing at 39 Half Mile Drive, Gardners, PA 17324 COMMONWEAL TH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, Joseph D. Buckley and Ramona A. Makowski, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will: that he signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Ramona A. Makowski, witnesses, this 11 th day of January, 2001. 7- ~ i'/ 11 '1/ lJo ;' / -'/ .. "jJ/- .-,..".. #411Yni:L-- . c/. (U.' ::U.,.{/1t.1 Notarial Seal Karen Kay Buckley, Notary Public South Middieton Twp., Cumberland County My Commission Expires June 23, 2001 .~ ---- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Robert E. Keller Date of Death: 10/21/2001 Will No. 21-01-1007 Admin. No. To the Register: . I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 8, 2001 Name Address Jo Anne Hhite 1120 Hidden Oaks Drive League City, TX 77573-3673 Edward David Keller 10028 Grove Drive Fort Richie, FL 34668 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: November 14, 2001 Name Joseph D. Buckley, Esquire Address 1237 Holly Pike Carlisle, PA 17013 I,Q ~ 0\ <::::r: (....,.. ";,. .1. Telephone (71 ~ 249-2448 I,Q Capacity: _ Personal Representative ;',) r ..' 3 Q;' ~a:: ;:::.. c::J <: ':J 0, ..0 ..= s::: w= "'....... ...., ::JU ~Counsel for personal representative .- p COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JOSEPH D BUCKLEY ESQUIRE 1237 HOLLY PIKE CARLISLE, PA 17013 __nnn fold ESTATE INFORMATION: SSN: 193-24-0363 FILE NUMBER: 2101-1007 DECEDENT NAME: KELLER ROBERT E DA TE OF PAYMENT: 08/02/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/21/2001 NO. CD 001470 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,200.00 I I I I I I I I TOTAL AMOUNT PAID: $5,200.00 REMARKS: JOANNE WHITE C/O JOSEPH D BUCKLEY ESQUIRE CHECK# 5037 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Y;I O~ Name of Decedent: Robert E. Keller Date of Death: October 21. 2001 Will No.: 2001-01007 Admin. No.: 21-01-1007 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No kXl 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: June 2004 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 0 b. The separate Orphans' 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed w' the Clerk of the Orphans' Court and may be attached to this Ie Date: ~G'" cr:J Joseph D. Buckley, Esquire Name 1237 Holly Pike Carlisle, PA 17013 Address (717) 249-2448 Telephone No. Capacity: 0 Personal Representative GJ Counsel for personal representative JRD/June 30, 1992/17858 In Re: Estate of Robert E Keller : ORPHANS' COURT DIVISION Late of Dickinson Township : COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY Estate No.: 21-01-1007 : PENNSYLVANIA : : NO. 21-01-1007 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Jo Anne White Counsel for Personal Representative: Joseph D Buckley Date of Decedent's Death: 10/21/2001 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Glenda Famer Strasbaugh ~ Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancel lc d.~ j~&~ Georg~ E~,L~c~fe~, ~. ~ ~ d STATUS REPORT UNDER RULE 6.12 NameofDecedent: Robert E. Keller DateofDeath: Cctober 21, 2001 Will No.: 2001-01007 Admin. No.: 21-01-1007 Pursuant to Rule 6.12 of the Supreme Court Orphans' Cour~ Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ["] No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: May, 2005 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No b. The separate Orphans' 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 [-] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to~ Date: Signature Joseph D. Buckle¥, Esquire Name 1237 tlolly Pike Carlisle~ PA 17013 Address (717) 249-2448 Telephone NTo. · ~,~ .:~ C~acity: [-] Personal Representative ~ Counsel for personal representative EX (i.O(]1 REV-1500 ~.. COM ONWEALTHOF ,_ '. P NNSYLVANIA ~. .y .~ '.' ..' DEPART ENT OF REVENUE '. EPT. 280601 ,T: .-.... 'P- HARRIS URG, PA 17128.0601 INHERITANCE TAX RETURN RESIDENT DECEDENT ..- Z W C W U w C DECEDENT'S NAME (LA T, FIRST AND MIDDLE INITIAL) Keller Robert E. DATE OF DEATH (MM.D .YEAR) DATE OF BIRTH (MM.DD.YEAR) 10-21-2001 08-23-1933 (IF APPLICABLE) SURVI ING SPOUSES NAME (LAST, FIRST AND MIDDLE INITIAL) W I- :.:~en uoc:': wo.u J:OO uoc...J 0. co 0. <( ~ 1. Original Return , I D 4, Limited Estate I o 6. Decedent Died llstate {Attach copy of Willi o 9 Litigation Procee s Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12.12.82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10, Spousal Poverty Credit (date of death between 12.31.91 and 1.1.951 FILE NUMBER 2 1 0 1 o 1 007 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 193-24-0363 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of dealh prior 10 12.13.82) o 5. Federal Estate Tax Return Required 8, Total Number of Safe Deposit Boxes o 11, Election to tax under Sec. 9113(A) (Attach Seh 0) THIS SECTION MU T BE COMPLETED. ALL COHRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Joseph . Buckley COMPLETE MAILING ADDRESS I- Z w t:l Z o 0. en w oc oc o u --- "'--- -_..._----_....._,--~_._-_.- FIRM NAME (If ApplICable, Law Offices of Joseph D. Buckle TELEPHONE NUMBER (717) 249 2448 1237 Eolly Pike Carlisle, PA 17013-4435 Real Estate (Schedul A) Stocks and Bonds (S hedule B) (1) (2) (3) (4) (5) 115,000.00 Closely Held Corpor tion, Partnership or Sole.Proprietorship z o ~ ~ :::::I ..- Cl. <( U w 0:: 4 Mortgages & Notes eceivable (Schedule D) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6 Jointly Owned Prope y (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers Miscellaneous Non.Probate Property (Schedule G or L) (7) 19,553.00 (6) 8 Total Gross Assets total Lines 1-7) 9 Funeral Expenses & dministralive Costs (Schedule H) 10, Debts of Decedent, ortgage Liabilities, & Liens (Schedule I) (9) (10) 17,040.00 5,907.00 ',' T alai Deductions (i tal Lines 9 &i 0) 12 Net Value of Estate Line 8 minus Line 11) 13 Charitable and Gove mental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14, Net Value Subject t Tax (Line 12 minus Line 13) SEE I STRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ :::::I Cl. :IE o U X ~ 15 Amount of Line 14 ta able at the spousal tax rate, or transfers und r Sec. 9116 (a)(12) x ,0 (15) x ,0 ~:?_ (16) x ,12 (17) x ,15 (18) (19) 16 Amount of Line 14 ta able at lineal rate 111,606 17 Amount of Line 14 la able at sibling rate 18 Amount of Line 14 la able at collateral rate ';,..... :'~,"J ("I,) 0..:', (8) 1311,553.00 (11) 22,0/:7.00 (12) (13) 111,606.00 (14) 111,606.00 5,022.00 S', 6 Z. '2...0 20. 19 Decedent's Complete Address: STREET ADDRESS 8 Creekview Road CITY c'::lrlisle I STATE I ZIP FA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2 Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1) 5,?nn,nn Total Credits ( A + B + C ) (2) 5,200.00 3 Interest/Penalty if applicable D. Interest E Penalty Total Interest/Penalty ( 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) 178.00 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5) 8. Enter the total of Line 5 + 5A This is the BALANCE DUE. (SA) (58) A Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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 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 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account. annuity. or other non-probate property which contains a beneficiary designation? ................................................................................................................. 0 KJ 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 ..................0 ................0 ..0 o No KJ KJ KJ kJ kJ o 0}3tb~ LcRrhCt CiVU ~_~~_TI S 1-3 ~ DATE ')//,,/0) jJ A / , 111 ~ For 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. S9116 (al (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. S9116 (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 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. s9116(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. S9116(1.2) [72 P.S. S9116(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. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (12-85) ~~ COMMONWEALTH OF ENNSYlVANIA INHR~~I;b~~~EDTE~ Eg~~~RN _I SCHEDULE A REAL ESTATE Robert E. Keller FILE NUMBER 21-01-1007 ESTATE OF (Property jointly-owned vYith Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the pr~ce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both ha~1g reasonable knowledge of th~_relevant facts. __ _.____ n ITEM ! NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 1. Single FmilY Dwelling - 8 Creekview Road, Carlisle, PA llS ,000.00 \'0 A~]) :s- I I ..- ----I I -- , , I TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) SllS, 000.00 II I I I I 11 I I I II I II I I II II III II II APPRAISAL REPORT OF A SINGLE-FAMILY DWELLING LOCATED AT 8 CREEKVIEW DRIVE CARLISLE, PENNSYL VANIA PREPARED FOR THE ESTATE OF ROBERT E. KELLER AS OF OCTOBER 21, 2001 BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES EAST lllGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 . ",'W"'!"",,, '*' : COMMONWEALTH OF PENNSYUVANIA INHERITANCE TAX RETU N RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Robert E. FILE NUMBER 21-01-1007 ESTATE OF Include the proceeds of litigation and t~e date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checkin 514040155L~ Account PNC Bank - 4,598.75 2 Savings Account PNC Bank - 5130322692 9,269.12 3 Checkin ~ Account . Texas First Bank - 4360588100 1,377 .39 4 Househo d goods (Auction proceeds from DeHart Auction) 1,532.50 5 1986 To vota Pickup Truck (short bed appraisal attached) 1,525.00 6 Lawn tr :lctor and garden tools 750.00 7 Hisc. h msehold goods - hutch, table and chairs 500.00 , TOTAL (Also enter on line 5, Recapitulation) $19,552.76 (If more space is needed, insert additional sheets of the same size) Kelley Blue Book Used Car Values . Page I 0[2 -:1:== New Car Pricing, I Build a.Car :1 . I ~ t " t Incentives __~_______N'~, My Car's Value Used car Retail Buy it New Car Buy a Used Car sell Your ear Motorcydes Financing Insurance Lemon ~ck Warranties Accessories Car Revi$Ws Car Previews Decision Guides Advice pn..~."",.-..~"",.,.."..,.<( Aboutkbb Home Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania · November 5, 2001 1986 Toyota Pickup Short Bed Engine: 4-Cyl. 2.4 Liter Trans: Automatic Drive: 2 Wheel Drive Mileage: 40,000 6YYc;LNewJ::ar 6YY~U~iedCgr List Your Car For Sale Online Financing Quote Insuranc..eQl!ote Warrant.Y..Quot.e Payment Calculator Equipment AM/FM Stereo Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left.. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $1,525 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private pa rty. R I,_V~ 800M; ".M.u'f '1 H .~1JACtC "_ G..e.t.J:!.. .U.s.e.d.~rTrad.e.:lD..'Y.a.l\,te Get lovotc.e& MSRP . onNewC_ars Copyright @ 2001 by Kelley Blue Book Co., All Rights Reserved. Nov-Dec 2001 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no http://www.kbb.cdmlk. ../kw.kc.ur?kbb;678776&;p&722;Toyota; 1986%20Pickup& 16;TT;Al 11/5/01 REV-1511 EX+ (7-88) . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type FILE NUMBER 21-01-1007 COMMONWEALTH O~1Fi~ PENNSYLVANIA INHERITANCE I X RETURN RESIDENT DE EDENT ESTATE OF I Robert E. Keller ITEM NUMBER A. B. 2. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION AMOUNT Funeral Expenses: 1. CreT ation Society of FA Jef rey's Flowers I Grade United Methodist Church I I I I I 1,234.00 25.00 75.00 Administ ative Costs: 1. Personc I Representative Commissions Soci( I Security Number of Personal Representative: Year Commissions paid Attorney ees Joseph D. Buckley, Esquire 6,800.00 3. Family Ex mption Clair ant Addr~ss of Claimant at decedent's death StreE Address City Relationship State Zip Code Probate Fees 485.83 Miscellar eous Expenses: Ace }oving and Storage (Storage of household goods) 3,590.00 Apprc isal fee 250.00 TraVEl and lodging 4,579.96 TOTAL (Also enter on line 9, Recapitulation) S 17,039. 79 (If more space is needed, insert additional sheets of same size.) REV.1512 EX+ (1.93) ESTATE OF '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type FILE NUMBER 21-01-1007 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETuRN RESIDENT DECEDENf Robert E. Keller AMOUNT ITEM NUMBER 1. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 DESCRIPTION Texas Liver Center (medical bill) 532.28 6.32 64.81 53.35 128.32 240.00 1,310.23 28.00 942.76 564.25 23.50 21.55 21. 98 101.00 438.57 Clear Lake Radiology (medical bill) South -Jest Radiology (medical bill) University Care Plus (medical bill) Harris County Hospital (medical bill) Donald Pilson (medical bill) Catherr! n Mcquillen (tax collector) PNC Ba k (bank charges) GPU EI ctric GeneSit EMS (medical bill) IPC of Texas (medical bill) Bay Ch ice Surgeons (medical bill) Sprin t I (telephone services) Social Security Administration (refund after passing) League City EMS (medical bill) creekv~ew Drive Improvement Fund (charges to repave pritate road pursuant to maintenance agreement) Shippelsburg Roofing (repair to roof) 1,280.00 150.00 TOTAL (Also enter on line 10, Recapitulation) $ 5,906.92 (If more space ;s needed, insert additional sheets of some size.) REV-1513 EX+ 12-87) '*' COMMONWEALTH OF p~NNSnVANIA INHERITANCE TAX RETURN RESIDENT D EDENT SCHED'ULE J BENEFICIARIES ESTATE OF Robert E. Keller FILE NUMBER 21-01-1007 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. T axab e Bequests: 1. Jo Ann Hhite 112 o Hidden Oak Lea gue City, TX 77573 daughter 100% ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charita ble and Governmental Bequests: 1. TOTAL CHt,RITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S (If more space is needed, insert additional sheets of same size) " ... ~ \;',.j ~ ...) ~ ..J, <) C'" , - LAST WILL AND TEST AMENT OF ROBERT E. KELLER 21-2001-1007 I, R bert E. Keller, domiciled and resident at 8 Creekview Drive, Carlisle, Dickinson T wnship of Cwnberland County, Commonwealth of Pennsylvania, declare that this doc ment is my Will and revoke all my previous Wills and Codicils. 1. IDENTIFICATIONS AND DEFINITIONS I am ingle. I have two children, Edward David Keller and Jo Anne White, both adults, they e referred to in the Will as "my children". II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I dire t my Executor to pay medical, funeral, and administrative expenses and all taxes payabl by reason of my death, before any division of my estate. My Executor shall not attempt t have any part of such taxes apportioned among the recipients of property includible in etermining the amount of such taxes. Proceeds on insurance on my life up to the maxi urn allowable as an exemption from Pennsylvania Inheritance Tax and distributions om pension and profit sharing plans exempt from federal estate tax, all of which are pa able to my Trustee or any beneficiary (other than my estate), shall not be used to pay d bts, taxes, expenses of administration or other charges against my estates. I desire that m body be cremated and my Executor to hold a celebration of life for all my friends and f ily. III. DAUGHTER SURVIVING If my issue survives me, I devise, bequeath, and appoint all my property real and personal to m daughter, Jo Ann White. I leave my son, Edward David Keller nothing. IV. DAUGHTER FAlLING TO SURVIVE If my aughter, Jo Anne White, should predecease me, I leave my entire estate to her children, Elizabeth White, Amanda White, Jessica Tache and Christine White (hereinafter r ferred to as "my grandchildren") as follows: i I e a P : I give my tangible personal property in equ I shares to my said grandchildren who survive me, to be divided am ng them as they (or their Guardians, in the case of minor chi} ren) shall agree; if they fail to reach agreement within sixty (60 days of my death, this tangible personal property shall be divi ed among my grandchildren as my Executor determines . ... <;+"= a propriate, in shares of substantially equal value. I recommend, b t do not require, that all such items of tangible personalty be a praised and that the grandchildren (or their Guardians in the case o minor children) select in rotation items at the appraised value, the der of choice to be determined by lot. If any child is a minor at t~e time of such division, my Executor may distribute hislher share f tangible personal property to him/her for his/her use or for his/her se to his/her Guardian in any combination of items, or to both, ithout further responsibility, and the distributee's receipt shall be ufficient discharge to my Executor. Residue: I give all other property which I own or over which I ave a testamentary power of appointment, to and for the benefit of y said grandchildren who survive me, as follows: To each who has attained the age of twenty-five (25) years, the hare which he/she would take if all such property then were being istributed to my said grandchildren who survive me, per stirpes. To my Trustee hereinafter named, the balance of such property, o be held, administered and distributed as provided in the article of his Will entitled TRUST FOR GRANDCHILDREN. V. TRUST FOR GRANDCHILDREN Th s trust is established for the benefit of my issue of my daughter from time to time livin who have not attained the age of twenty-five (25) years and who do not have a parent ho received either a part of the residue at my death under Article IV or a portion of the corpus of this trust subsequently at age twenty-five (25) years. Income: The net income shall be accumulated and thereafter treated as corpus. COQ>us: From the corpus of the trust, the Trustee shall pay from time to time or for the benefit of such one or more beneficiaries such variable amounts (even to the exhaustion of the trust) as are appropriate, in the discretion of the Trustee, for support and care where the beneficiary is not self-supporting through no fault of his own, for education (defined as four years of college, or equivalent preparation in business, technical or trade training) if the beneficiary strives therefor in good faith, and for extraordinary requirements occasioned by illness or other misfortune. Amounts of corpus so distributed shall not be taken into account in making division of the trust when a beneficiary attains the age for distribution to him I provided in the next four paragraphs. It is my expectation and intention that if guardians of the person are appointed for a minor child, the Trustee will exercise the foregoing power in order to supply funds to the guardians adequate to maintain and support the minor child and to protect the guardians, to the extent possible, from l' '" m'nor child and to protect the guardians, to the extent possible, from s ffering any significant financial burden by reason of their a pointment. When each beneficiary attains the age of twenty-five (25) years, t e Trustee shall pay to him the share to which he would be entitled i the then existing trust fund were distributed to my issue then li ing, per stirpes, on the hypothesis that my only issue then living a e such beneficiary and all younger beneficiaries of this Trust. This trust shall terminate when the youngest beneficiary attains t e age of twenty-five (25) years. If this last beneficiary dies before taining that age, then upon his death Trustee shall distribute the nd to my issue, then living, per stirpes. If, at the end of my accounting period, the current market value f the corpus of the trust does not exceed Twenty-Five thousand $25,000.00) dollars, the corpus shall forthwith be paid to the eneficiaries of the trust then living, per stirpes (my children to be he stocks); provided that if a distributee is a minor under the evised Uniform Gifts to Minors Act as that Act exists at the xecution of this Will and, for the purpose, that Act is incorporated y reference. If this trust is still in existence on the date that is twenty-one 21) years after the death of the last to die of my issue living at my death, Trustee shall divide the fund, per stirpes, among the then beneficiaries of the trust (my children to be the stocks). The share of each beneficiary shall be paid to him, provided the Trustee shall hold, administer the share of any distributee who then is a minor as Custodian in accordance with the provision in the last preceding paragraph. VI. FIDUCIARIES c I nominate and appoint as Executrix of this Will my daughter, Jo Anne serve without bond. If she does not survive me, declines to act, or having qualified resigns, dies, or is removed, I nominate my son-in-law, David P. White, to serve as ole Executor to serve without bond. ru e: I nominate Orrstown Bank as Trustee. My Trustee shall not be required to file inventory or accountings with the Clerk or the Court having jurisdiction over this Will. I direct that it shall receive as compensation for services as Trustee such amounts as is cus omarily charges for similar services at the time those services are performed. w rs: r give my fiduciaries, including successor fiduciaries, all the powers containld in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. I I I I , . p .' VII. MISCELLANEOUS u v fin: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. In t stimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution f this Will, this 11 th day of January, 2001 at 1237 Holly Pike, Carlisle, Cumberlan County, Pennsylvania. /~';d.' r_~ / 7" 1 ,. - . i \.--" "-./'J/{' /'1... , '. j\ .1{ /1-. lL.; ^ I /c.--t~j/<- ROBERT E. KELLER ' ROBERT E. KELLER, in our presence, signed this instrument. Before he signed it, he declared t us that it was his Will and requested that we act as witnesses to its execution. We believ him to be of sound mind, possessing testamentary capacity, and not subject to undue in uence, fraud, or coercion. We now, in his presence, and in the presence of each other, si below as witnesses, all on this 11th day of January, 2001, at 1237 Holly Pike, CarlisI urnberland County, Pennsylvania. residing at 1237 Holly Pike, Carlisle, PA 17013. residing at 39 Half Mile Drive, Gardners, PA 17324 I I I COMMONWEALTH OF PENNSYLVANIA I : ~ COUNTY~FCUMBERLAND I I I We, Joseph D. Buckley and Ramona A. Makowski, the witnesses whose names are signed 0 the foregoing instrument, being duly qualified according to law, do depose and say tha we were present and saw Testator sign and execute the instrument as his Last Will: that e signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowle ge the Testator was at that time eighteen (18) or more years of age, of sound mind, and nder no constraint or undue influence. swtm or affirmed to and subscribed to before me by Joseph D. Buckley and Ramona A Makowski, witnesses, this 11 th day of January, 2001. I I I ! I f?~ J~~L' , .; \; ';:" ,~ . Notarial Seal Karen Kay Buckley, Notary Public S uth Middleton Twp., Cumberland County M Commission Expires June 23, 2001 ~ .; , . f ~ :'. e j , \ '-t~/", \:1'" " ('\ t .. \-. w :x:~rJl U":X: w"-U ;rOO U""'" "-co 0.. <{ tx (;.,OD; REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE PEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W o W (,) W o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Keller Robert E. I DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 10-21-20$1 03-23-1933 I (IF APPLICABLE) SURVIYING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ 1 Original Return o 4. Limited Estate o 6. Decedent Died Testate (Alia en copy of Will) o 9 Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of dealt, after 12.12-821 o 7. Decedent Maintained a Living Trust (Altach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) FILE NUMBER 2 1 0 1 o 1 0 0 7 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 193-24-0363 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3 Remainder Return (dale of dealh pllor 10 12-13.82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) IAttach Sch 0) THiS SECTiON MU T BE COMPLETED. ALL COHRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Joseph D. Buckley COMPLETE MAILING ADDRESS r- :z w o :z o "- rJl W " " o U FTR-M-N'AME{~-A~Pli~;b;)~'" -~---~_._-----~- Law Offices of Joseph D. Buckle TELEPHONE NUMBER (717) 249-2448 1237 Eolly Pike Carlisle, PA 17013-4435 I Real Estate (Schedulle A) Stocks and Bonds (S~hedule B) 3 Closely Held Corporation, Partnership or Sole-Proprietorship 115,000.00 (1) (2) (3) (4) (5) 19,553.00 z o ~ ...J :::l I- 0: <( (,) w a::: Mortgages & Notes Receivable (Schedule D) 5 Cash, Bank Depositsi,& Miscellaneous Personal Property (Schedule E) . Jointly Owned Prope~y (Schedule F) o Separate BillinglRequested I 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G or L) (7) (6) 8. Total Gross Assets (total Lines 1-7) 9 Funeral Expenses & Administrative Costs (Schedule H) 10 Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (9) (10) 17,040.00 5,907.00 1! Total Deductions (\o\al Lines 9 & 10) 12 Net Value of Estate (line 8 minus line 11) 13 Charitable and Gover~mental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) : I 14 Net Value Subject to:Tax (Line 12 minus Line 13) z o !;i ~ :::l a. :E o (,) ~ SEE IN~TRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES I 15 Amount of Line 14 tax~ble at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) I I 16 Amount of Line 14 taxrble at lineal rate x .0 (15) .0 ~?_ (16) ._}_~l--L~Q~~...~__ 17 Amount of Line 14 tax ble at sibling rate x .12 (17) 18 Amount of Line 14 tax ble at collateral rate x .15 (18) \,. "" CI) I..~.,> (8) 13!f, 553.00 ('I'tJ ')') 0{.7 ('t(\ ~.... ,., , ~ . '... ".' (12) (13) 111,606.00 (14) 111,606.00 5,022.00 (19) S", 6 Z. '2...0 20. 19 Decedent's Complete Address: STREET ADDRESS 8 Creekview Road CITY CArlisle I STATE I ZIP FA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) '1,700.00 Total Credits ( A + B + C ) (2) 5,200.00 3 Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + 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) 178.00 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. (5A) (58) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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 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 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 KJ 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 .....................0 ...........0 ...........0 ..........0 No KJ KJ o ErJ ErJ ~ LfR(bCt Ci' fATE 0)3I-b~ T_'K _~J '7 S 7-3 DATE '}//"/o) fJ A I '''1 ~ For 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 PS. S9116 (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. 99116 (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 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. s9116(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. 99116(1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (12-85) _~:.I~ W~ SCHEDULE A REAL ESTATE I ~ COMMONWEALTH OF PENNSYlVANIA IN HR~~llri"E~~EDTE~~ ~~~~RN FILE NUMBER 21-01-1007 ESTATE OF Robert E. Keller (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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, both havi!ng reasonable knowledge of the relevant facts. _ N~~~] . DESCRIPTION 1. VALUE AT DATE OF DEATH Single Family Dwelling - 8 Creekview Road, Carlisle, PA 115,000.00 ~M~]) :T ~,ooo~o TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) II 'I I I I - I I II I - II III II III II II II I APPRAISAL REPORT OF A SINGLE-FAMILY DWELLING LOCATED AT 8 CREEKVIEW DRIVE CARLISLE, PENNSYLVANIA PREPARED FOR THE ESTATE OF ROBERT E. KELLER AS OF OCTOBER 21, 2001 BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES EAST mGHSTREET, SUITE 101 CARLISLE, PENNSYLVANIA . 17013-3052 (717) 249-2758 . "'"'~"'J""'" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENl1 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Robert E. Keller FILE NUMBER 21-01-1007 ESTATE OF 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 VALUE AT DATE OF DEATH CheckiI1g Account PNC Bank - 5140~0155l~ 4,598.75 2 Saving~ Account PNC Bank - 5130322692 9,269.12 3 Checking Account . Texas First Bank - 4360588100 1,377 .39 4 Household goods (Auction proceeds from DeEart Auction) 1,532.50 5 1986 Toyota Pickup Truck (short bed appraisal attached) 1,525.00 6 Lawn tractor and garden tools 750.00 7 ~lisc. qousehold goods - hutch, table and chairs 500.00 TOTAL (Also enter on line 5, Recapitulation) $19,552.76 (If more space is needed, insert additional sh~ts of the same size) Kelley Blue Book Used Car Values . Page 1 of2 .. KeIIer'....... i; kbb.coin - guiding the car buyer New Car Pricing BuHd a Car Incentives MyCcv's Value U$f!d Car Retail Buy a New Car BuV if Used Car sell Your car Motofcydes Financing Insurance Lemon Check Warranties Accessories Car Reviews Car Previews Oedsion Guides Advice , ~,_,~~.M,_ ,,',___<( About kbb Home Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania. November 5, 2001 1986 Toyota Pickup Short Bed Engine: 4-Cyl. 2.4 Liter Trans: Automatic !, Drive: 2 Wheel Drive Mileage: 40,000 6yy .~LNe.wJ;:;Q.r 61J'ti:LUs,e.dCaf List Your Car For Sale Online Financing Quote lnsu rance.Q'yQte Warranty..QYQte Payment Calculator Equipment AM/FM Stereo Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left.. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $1,525 Private Party value represents what you might expect to pay for a used car : when purchasing from a private party. It may also represent the value you : might expect to receive when selling your own used car to another private party. ill 'ft,v, BOOtd'M,,1.11: 'Ii' '~~-, Geta...Us.edCarTrade.~.ln .'Y.al\.le Get InvoiceS< MSRP onNewC.ars Copyright @ 2001 by Kelley Blue Book Co., All Rights Reserved. Nov-Dec 2001 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the : personal use of the customer only and may not be sold or transmitted to another party. We assume no http://www.kbb.com/k.../kw .kc.ur?kbb;678776&;p&722;Toyota; 1986%20Pickup& 16;TT;A 1 11/5/01 09-05-2005 KELLER 10-21-2001 21 01-1007 CUMBERLAND 101 APPEAL DATE: 11-04-2005 ( See reverse side under Objections) Amoun1: RllIIittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +- iEv:is4'-Ex-APP-C03:osj-NoTIcE-OP-INHEiITANCE-TAx-APpiAISEMENT:-ALLOWANCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT E FILE NO. 21 01-1007 ACN 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I:'r:=-:.cn (\~'I('r (<~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDU"€V~~~J 0:-' '",- .f APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INtERJTAHCE TAX PIVISJDN~:'_:r.',,~":"~~' :"', ,,I '":: OF DEDUCTIONS AND ASSESSMENT OF TAX pO BO){. za06Dl '-'; ',,: -," I HARRISBURG PA 17128-0601' '- --- ,~, . 2GaS SEP -2 PM 12: ! 0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN eCe," i\': "-', JOSEPH {:i,llUCKLEY J D BUCKLEY LAW OFFCS 1237 HOLLY PIKE CARLISLE PA 17013 ESTATE OF KELLER * REV-lS47 EX AFP (06-95) ROBERT E TAX RETURN liAS: I X) ACCEPTED AS FILED I ) CHANGED DATE 09-05-2005 I~ an assesSGen1: was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~t of Line 1" at Spousal rat. US) 16. ~ount of Line 14 taxable at Lineal/Class A rate (16) 17. Aoount of Line 14 et Sibling rete (17) 18. ~unt of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due D RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat. (Schedule A) 2. Stocks end Bonds (SChedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Kortgages/Notes Receivable (Schedule DJ 5. C.sh/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property ISchedule F) 7. Transfers (Schedule G) a. Totel Assets U) (2) (3) (4) (5) (6) (7) 115,000.00 .00 .00 .00 19.553.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune,.al Expenses/A.dIl. Costs/Misc. Ex~ses (Schedule H) 10. Debts/Mortgage Liebilities/Liens ISchedule I) 11. Total Deductions 12. N.t Value of Tax Return 13. Charitable/Governaental Bequests; Non-elected 9113 Trusts 14. Net Value of Est.t. Subject to Tax 17,040.00 (9) UO) 5.907.00 Ill! (2) (3) (4) ISchedule ,J) NOTE: .00 X 111,606.00 X .00 X .00 X + AMOUNT PAID 5,200.00 INTEREST/PEN PAID (-) 9.88- - DATE 08-02-2002 NUI18ER CD001470 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 00 = 045 = 12 = 15 = (9)= NOTE: To insure prope,. cr~it to your account, s~it the upper portion of this for. with your tax PQlHmt. 134,553.00 '2.Q47 nn 111,606.00 .00 111,606.00 19 will .00 5,022.00 .00 .00 5,022.00 5,190.12 168.12CR .00 168.12CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REllUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEe REVERSE: SynF n~ TUTe en..... ........ ....---. .------- Cumberland County - Register Of Wills O~e Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of KELLER ROBERT E File Number: 2001-01007 . Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FAPJJER STRASBA~GH REGISTER OF WILLS cc: File Personal Representative(s) Judge \-tr ~~-- ~. ~ ~ . ~'I~ " r, 11 ,. .... " KegIster or \\'1 IS en LUmoer.l.ana COUtltY STA TVS RUQKJ: IJ1'JIJ1:E'J{Lilj3: 612 Name of Decedent: Robert E. Keller Date of Death: October 21, 2001 Estate No,; _____ 2001-01007 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report tbe foHowing with respect to completion of the administration of the above-captioned estate: 1. State \vhether administration oft.l)e estate is complete: Yes 0 No Ed 2. If the answer is No, state when tie personal representative reasonably believes ttJat the administration v,rill be complete: January 3. 2006 3. lithe answer to NQ. 1 is Yes, state the follmving: a. Did the persona! representative files final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal ::-epresentative state an account int\.'>rrnaUy to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders a approval of formal or informal accounts may be fileJ \,tith the Cl . ,the Orphans' Co attached to this report Date: October 3, 2005 Joseph D. Buckley, Esouire Name ('0,\ ;_:,",-,l 1237 H~l!~~!~arlisle, PA 17013 }\ddress C-_ _. .1 I (717) 249-2448 r"-~ '>.' l"f(). '" ': ~ c--...; (j for '\s- Ir THE LAW OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 FAX (717) 249-4103 October 3, 2005 Cumberland County Register of Wills One Courthouse Square Carlisle, P A 17013 Re: Estate of Robert E. Keller File No. 2001-01007 To those concerned: Enclosed is an original and one copy of the Status Report Under Rule 6.12 for the above referenced decedent. Please time stamp the copy and return it to our office in the enclosed self-addressed, stamped envelope. Thank you and if you have any questions, please call my office. JDB/clb Enclosures BUREAU OF INDIVIDUAL ~~~ C'- _ INHERITANCE TAX DIVISION ~:i .' ;1/\.; 1 0P-'(': PO BOX 280601 ..,..,- _n_' '_C? "" i : 'Vc_ HARRISBURG PA 17128-0601 '. 'j' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) 2"'lir- .-, n~"'" ~ l!!':'~ J :'; i ) 0 .}',.-u ~"""- j' Ci..J Fi"; 3: 23 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-03-2005 KELLER 10-21-2001 21 01-1007 CUMBERLAND 101 ROBERT E JOSEPH D BUCKLEY J D BUCKLEY LAW OFFCS 1237 HOLLY PIKE CARLISLE PA 17013 Anount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF KELLER ROBERT E FILE NO.21 01-1007 ACN 101 DATE 10-03-2005 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: 08-29-2005 PRINCIPAL TAX DUE: 5,022.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-02-2002 CDOO1470 9.88- 5,200.00 09-12-2005 REFUND .00 168.12- TOTAL TAX CREDIT 5,022.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J G~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 WHITE JO ANNE 1120 HIDDEN OAKS DRIVE LEAGUE CITY, TX 77573-3673 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ ....- . .. Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert E. Keller Date of Death: October 21, 2001 Estate No.: 2001-01007 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: 1. State whether administration of the estate is complete: Yes 0 No I!l 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: April 1, 2007 3. Ifthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of e Orphans' Cou a may be attached to this report. Date: ~ -d.-'f"-tJ{o Joseph D. Buckley, R!':tpd TP Name 1237 Holly Pike, Carlisle, PA 17013 Address (717) 249-2448 Telephone No. Capacity: o Personal Representative lQg: Counsel for personal representative BZ :1 '1 I l.'~d L7 1"(' Q"07 \,.. oj..) ,\.J {.. ~' THE LA W OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 JoeBLaw@aoI.com FAX (717) 249-4103 September 26, 2006 Glenda Farner Strasbaugh Register of Wills Cumberland County Court House One Courthouse Square Carlisle, P A 17013 Re: Estate of Robert E. Keller Estate No. 2001-01007 Dear Ms. Strasbaugh: Enclosed please find an original and one copy of the Status Report Under R~ 6.12 for the above referenced decedent. Please time stamp the copy and return it to our office in the enclosed self-addressed, stamped envelope. Thank you, and if you have any questions, please call our office. Very sincerely yours, ~.~ Joseph D. Buckley, Esquire Attorney for the Estate of Robert E. Keller JDB/clb Enclosures r-._ c3 Cc:> c"" Go? iT1 -0 f'.) -..J :::-::::1 r'l (-) -0 -,.... -./- Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 9/26/2007 t....,. BUCKLEY JOSEPH D 1237 HOLLY PIKE .~) ~~-.J \_~ -'~-'i CARLISLE, PA 17013 I !'\...; i'nl :-....".... : J RE: Estate of KELLER ROBERT E File Number: 2001-01007 (~l CF. C. r_~ ,1 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 I"-~..'l Date: 9/26/2007 C) . - " '1 I } WHITE JO ANNE (-) ( J 1120 HIDDEN OAKS DRIVE LEAGUE CITY, TX 77573-3673 I ;'''') , ") :-'. ---I l. .~} /-" (1 c:, lJ RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~l~ ~ .' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C'TTMRRIH..AND COUNTY, PENNSYLVANIA Name of Decedent: Robert E. Keller Date of Death: October 21, /.001 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Y es ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: April 3. 2008 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes D No b. The separate Orphans' 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? ............................... DYes DNo d. Copies of receipts, releases, joinders and approv s of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and y be attached to this report. Date \ C) ...)/ 0 l Capacity: DPersonal Representative [&\ COlillsel '\I'd 'oe, (J'I".i';,',,~~;::, ,"11'1" .... ~ " ",-^i_Jl.JI ~ v 18n08 SNliHd80 ::iO >JtJ318 tS :Z Wd S- 1:10 iGOl Joseph D. Buckley, R!':qllirE' Name of Person Filing this Form 1237 Holly Pike, Carlisle. PA 17013 Address (717) 249-2448 Telephone cj Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Robert E. Keller Date of Death: 10/21/2001 File Number: 2001-01007 Pursuant to Pa. O.c. Rule 6.12, I repOli the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes (i] 1\0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: November 20. 2008 3. If the answer to NO.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes 0 No b. The separate Orphans' 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? ............................... DYes DNo 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 e ched to this repo Date -S-" 2(-01 Joseph D. Buckley, Esquire Name of Person Filing this Form 'VOl Li( /.\ :: ;~-.,:/'JnJ .101 L..'-1:).\ivhddO -jr') \J; ,I""'J-;,,""\ ...;..) 11,~,:.i fJ 1237 Holly Pike Address Carlisle, PA 17013 S~:I Hd 2ZAV14UOGZ (717) 249-2448 Telephone 'il -.'\.....,_/- Form RW-IO rev. 10.13.06 ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/21/2009 n N o c .a ~ ,;., BUCKLEY JOSEPH D ~ ~ ~ m ~ O~<.~ 1237 HOLLY PIKE ~y ' - N ~t=t~ ' Z ~ ~''V3 T. - r+, ~ ray :.:~~J CARLISLE, PA 17013 F-~c~0 a ~~;-;4r? C?Om OC = ~ --n ~ O ~'= rn N= RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedents death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner StrasbaughV Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 n N O Date: 9/21/2009 CO ~ - , -z7 X37 ~ Cn T , n ('} WHITE JO ANNE ~~ (-~ =? r _. f l ~ Ci7~..~ <:~;? , :i'; 77 N - n fT1 1120 HIDDEN OAKS DRIVE C(i'T. C~r.~p _SJ C...J C ~~ ) LEAGUE CITY, TX 77573-3673 O~C~T sa ~ y > _~ a ~ g `' '-=-T cry : ,~ N ' RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing'is due by: 10/21/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name Date of Robert E. Keller October 21 , 2001 File Number: 2001 -01 007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... 0 Yes ~,] No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: - Marrh 25 2010 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ©Yes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the pazties in interest? ............ ^Yes ~ No ................... d. Copies of receipts, releases, joinders and approvals of formal or inf l filed with the Clerk of the Orphans' orma accounts maybe Court and m be attac d t t ' e s report. Dn(e_ September 24 2009 nru e of Pers n Fi mg ( Farm t ~'~ Capacity: ©PersonalRepresentative ®Counsel u, _ o -~- ;"' <' - Q t-~0~ ~ U C .a _Joseph D. Buckley Esquire _, ._. ~C/~. Nnme of Perron FiLng thu Farm Lii _iJ (, ~ 1. N ~ [11 , ~ _ ~ 1 237 Holly Pike ~ u N ~~4 i rr_ o - Ov Carlisle, PA 17013 0 N _(717) 9d9 944R Te(epGone ~~ Cumberland County....- Register ~~ Wills ~~_ One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/22/2010 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 ,~ ~T~..:, _ f i~t~~l~~i ~i 'if i c,± zaza s~~ 2~ 1~n i~= ~ o CLARK ~ ORPHAN'S BURT CUMB~RI..~f ~~ , PA, RE: Estate of KELLER ROBERT E File Number: 2001-01007 j i I Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the bel~w listed date. i As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RUL~s~, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on ~ after July 1, 1992, the personal representative or his counsel,,within two (2) years of the decedent's death, shall file with the Re ister of Wills a Status Report of completed or uncompleted adminis ration. This filing is due by: 10/21/2010 Please feel free to contact this office with any question you may have. If you have already filed your Status Report, plea~~ disregard this notice. Sincerely, ~ ~ ~ f Glenda Farner Stra~sb,- Clerk of the Orphalr... ' ourt cc: File Personal Representative(s) _ - _ _T_ _. Cumberland County - Register Of~Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0 - 6 3 4 5 ~~ n'~~L~~ 'r~l~~~~~ a~ ZOiQ SEP 23 ~'Mjl~~ t 0 CLERK Q~; ORPf IAN'S ~Ut~~T Date : 9 / 2 2 / 2 010 CUMBERLAND ~ . , PA, WHITE JO ANNE 1120 HIDDEN OAKS DRIVE LEAGUE CITY, TX 77573-3673 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the belolw listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on dr after July 1, 1992, the personal representative or his counsel',!~tithin two (2) years of the decedent's death, shall file with the Re ester of Wills a Status Report of completed or uncompleted admini's ration. This filing is due by: 10/21/2010 Please feel free to contact this office with any question you may have. If you have already filed your Status Report, pleat disregard this notice. Sincerely, Glenda Farner Straslba h Clerk of the Orphans' Court cc: File Counsel i Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Robert E Keller Date of Death: 10/21/01 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to colm~letion of the administration of the above captioned estate: 1. State whether administration of the estate is complete :................... ~ ~es 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: a. 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 approvals of formal or informal ~cq'ounts may be filed with the Clerk of the Orphan's Court ~d may be attached to this~epdrt.l Date ~1- 3+~' 20 t n t~ . V ~ ~ G ~ v ~-_~ rx _ C _`;5 0=.. 000 W a i-- G" ~ ~ t C~ ca C iJ a,. a~ ~ o~ N C Si on ilin This orm j pacify: Personal Representative X' Jose h D. Buckle Es uire ~ounset Name of Person Filing this Form 1237 Holl Pike Address Carlisle PA 17013 717 249-2448 Telephone Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/03/2011 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: C7 _ ' ~^ - --- ~,~ ~, ~ -. _ _. -. _ _, , ~:~Lf -,J -- --~. ~ r.. ?~~ _ . -. ; .-. - ; r,..--- ~~--, i .. -; ~ ~. __ _; c._ ._. 'T r .. ~ t_ .. . ..,~ ~, ~ ~ .. ~~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, .: , Glenda Farner Strasbh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/03/2011 WHITE JO ANNE 1120 HIDDEN OAKS DRIVE LEAGUE CITY, TX 77573-3673 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: n _sC> --- :~-~ ... J y ... t ( ? - -~ ~~~ _ ~. _ , :1.i ~ > i.~.J .. -1 ~- ~ -7 _ .~ --_ ,. _,__ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administz•ation. This filing is due by: 10/21/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, r ,s ~~.... r fir,' ..~._. - .. .. ~. ~' ~ Glenda Farner Strasbaug~i`-4~ Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Robert E Keller Date of Death: 10/21/01 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. 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: 4.2012 3. If the answer to No. 1 is YES, state the following: a. 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: t~ ~ , ~~ ` -- c. Did the personal representative state an account informally to the parties in interest? _ Yes _ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court a d may be attached to this report. i t ~ ~ y __ __ , ~-~' i ~ _ /? Date ~ 7 ~.: --~ _ ~ ~' ~ / ~, _ ------ Sigtr6tur f Person Fil rj Thi Capacity: Personal Representative X Counsel ..~ a .:", .~ F-- r;- _-._ t,_ _ _ Joseph D. Buckley, Esquire --~ Name of Person Filing this Form "_-~ '_.. - ~ -- ~ ~ 1237 Holl Pike ~`= ~ ,9ddress '',~ t `' '~_; ~ Carlisle, PA 17013 _ c~_~': r t:. ~ = (717) 249-2448 ~, Telephone /~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ,,..~ n ~ ~' ~~ ~ ~ - ~ p irnC '? Date: 10/01/2012 ~~~_ .., ~-~ ~Ui..., BUCKLEY JOSEPH D C~~_,' -: C> 1237 HOLLY PIKE c>r_ x~• ~~ .,-'--n O C- ,.,~. ~ ~ C~ r. r CARLISLE, PA 17013 ~ ~ © ~~ o RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 10/01/2012 WHITE JO ANNE 1120 HIDDEN OAKS DRIVE LEAGUE CITY, TX 77573-3673 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: --, ~~ ~ ~ C.-, L'._' ~ ('''(T't G . , 0~ -', ~ ,~ - ' o ~~ rn ~ ~_ D O `-'~ S3"t This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbau Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Robert E Keller Date of Death: 10/21/01 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. 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: A ril 3 2013 3. If the answer to No. 1 is YES, state the following: a. 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 approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court ~d may be attached to this report. Date: October 3, 2012 ~~ ~ 4 K~ ? ~~ N _ ~ ~ ~ _pp 1.1 i ~ J ~ .. c.7 ~ ~.... . J CL ' ~7 C~ V .. a ~;, w "c 0 ~.. o~ ~; v Joseph D. Buckley Esquire Name of Person Ftltng this Form 1237 Holl Pike Address Carlisle, PA 17013 717 249-2448 Telephone ~~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 RECORDED OFFICE OF REGISTER OF WILLS %Oi3 OCT 9 PSI 2 Ol CLERK OF Date : 9/30/2013 ORPHANS' COURT BUCKLEY JOSEPH D CUMBERLAND CO.; PA 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1 , 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2013 Please feel free to contact this office with any questions you may have . If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbauge Clerk of the Orphans ' Court CC : File Personal Representative (s) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Robert E Keller Date of Death: 10/21/01 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. 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: April 3 2014 3. If the answer to No. 1 is YES, state the following: a. 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 approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and ay be attached to this report. F Date:October 23,2013 at erson Fi ng This Forall 0 C3 � CD . d Capacity: _Personal Representative _Counsel J 4 a ,—U� o= ° Joseph D. Buckley, Esquire O O a. O U � Name of Person Filing this Form '< 1237 Holly Pike C1 x ltl LU t.r� W Z J Address � � F' = W Carlisle, PA 17013 a w w o ? co 717 249-2448 tY o V Telephone <v Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 RECORDED OFFICE OF REGISTER OF WILLS 2C1� SEP 30 P11115 10 20 CLE.?,, OF ORPHANS' CC-- Date : 9/30/2014 CUW13ERLA,:D 'A BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 RE: Estate of KELLER ROBERT E File Number: 2001-01007 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/21/2014 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Li a M. Grayson, E Clerk of the Orphans ' Court Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Robert E Keller Date of Death: 10/21/01 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. 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: June 30, 2015 3. If the answer to No. 1 is YES, state the following: a. 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 approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date:October 6,2014 <�7t Signature of Person Filing This Form Capacity: X_Personal Representative Counsel JoAnn White G - Name of Person Filing this Form LU Cy'' 1237 Holly Pike � r_ Address t,:,` �7 C11 CL- Carlisle, PA 17013 � U:i N Uj r� 717 249-2448 ci- W Telephone W r--j Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA Name of Decedent: Robert E Keller Date of Death: 10/21/01 File Number: 2001-01007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete:................... X Yes _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: a. Did the personal representative file a final account with the Court? ........ Yes X 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? X Yes No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Original Statement of Account from Departement of revenue and original Proofs of Publication Attached. Personal Representative was the sole beneficiary of the Estate. Date:April 3,2015 jai �7r S' ature o er n Fding This For i ignature o erson Film s Form cu Capacity: X_Personal Representative X Former Counsel E. CIJoseph D. Buckley, Esquire u.3 _ Name of Person Filing this Form ) �' ' =f' 1237 Holly,Pike *� Address C) ZD Carlisle, PA 17013 717 249-2448 Telephone COMMONWEALTH OF PENNSYLVANIA `• DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT PO $OX 280601 HARRISBURG PA 17128-0601 REV-1607 EX APP (03-05) DATE 10-03-2005 ESTATE OF KELLER ROBERT E DATE OF DEATH 10-21-2001 FILE NUMBER 21 01-1007 COUNTY CUMBERLAND JOSEPH D BUCKLEY ACN 101 J D BUCKLEY LAW OFFCS Amount Remitted. 1237 HOLLY PIKE CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: 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. ---CU=T--ALON8 ETATN�CUGF� R YOUR RECORDS t-- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF KELLER ROBERT E FILE NO. 21 01-1007 ACN 101 DATE 10-03-2005 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: 09-05-2005 PRINCIPAL TAX DUE: 5,022.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 08-02-2002 CDO01470 9.88- 5,200.00 09-12-2005 REFUND .00 168.12- TOTAL TAX CREDIT 5,022.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND Roger M. Morgenthal,Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952,been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: NOVEMBER 23, 30, DECEMBER 7, 2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time,place and character of publication are true. Roger M. Morgenthal, Editor Keller, Robert E., dec'd. Late of 8 Creekview Drive, Car- SWORN TO AND SUBSCRIBED before me this lisle. 7 day of DECEMBER. 2001 Executrix: Jo Anne White, c/o The Law Offices of Joseph D. Buckley, 1237 Holly Pike, Car- lisle, PA 17013, (717) 249-2448. Attorney: Joseph D. Buckley, Es- quire, 1237 Holly Pike, Carlisle, PA 17013. yN . LIC S E.SWDER,Katy Public Cariide i ,Cui�s fd C� My Ct rl Exoms March 5, PROOF-OF PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL,, of the County and State aforesaid, being duly sworn,deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid,was established December 13th, 1881,since which date THE SENTINEL has been regularly issued in said County,and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication EXECUrTOBS NOTICE L'e"'tiers�Ttestamentarry'on November 20, 27 and December 4, 2001 tie E=state�of;RQ�BERT�,"� [ E�aKELLEFtQ late ofi e 'Creekwe,V,Dnve , Crhsle�C,umbesland, Affiant further deposes that he is not interested in C�beit A4�dece"ased , laavelbeen.granteb�to ��� the subject matter of the aforesaid notice or l ecOnders gnedyAgper{-- , sonsaknowin�them�selv�e � advertisement and that all allegations in the ��ito.bei,ndeb`fetl to said�,r�� ti Estate�will,make�r��,�,t•'�SY � p'aymentlmmediately�ij� foregoing statement as to time, place and character rk antl thosehavmg cyaimss}+, rN ��tls s N -ITRreseritlhem�for'set�, of publication are true. � emen�Y�,� }7awOff cesiof . ;:yi c 6, h'10 tiaw n• ���� �Josepht�D�Buekley� lr�� h �`��,12377Wolly-Pike"; iK` �r'#Carlisle SPAI 7013 (7r,1,y)249'2448�t ,t0 tx rKt{�, S Jo§ephsD �uckley�3 ec� res� December 5, 2001 NE;1,237�HoIly�Pike "�a�Y� t�CarlislewP_f\'s17�0�1;3 z�ti ��t' Sworn to and subscribed before me this 5th day of December , 2001. Notary Public My commission expires: NOTARIAL SEAL SHIRLEY 0.DURNIN,Notary Public Carlisle Boro.,Cumberland Count' M Commission Expires Aug.9,20 3