HomeMy WebLinkAbout04-1046Register of Wills for Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of LAVINIA A. KEAN, Deceased
Also known as
Social Security No. 182-20-7522
Petitioner who is 18 years of age or older, applies for:
(COMPLETE 'A' or 'B' BELOW:)
~. Probate and Grant of Letters Testamentary and aver that Petitioner is the executor named in the last Will of the Decedent,
dated July 16, 2002.
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: None
[] B. Grant of Letters of Administration
(D.B.N.G. I .A; pendente lite; durante absentia; durante minoritate)
Petitioner(s) alter a proper search has/have ascertained that Decedent left no Wilt and was survived by the following spouse (it any) and heirs:
Name Relationship Residence
(COMPLE I E IN ALL CASES) At1 ach additional sheets it necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at
4 North Humer Street, Enola, Pennsylvania 17025
(list street, number, and municipality)
Decedent, then eighty-three (83) years of age, died October 26, 2004, at 4 North Humer Street, Enola, Pennsylvania, in
Cumberland County.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ $5,000 and up
(If not domiciled in Pa.) Personal property in Pennsylvania $.
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ $75,000
Situated as follows: Enola, Pennsylvania (Cumberland County)
WHEREFORE, petitioner respectfully requests the probate of the last Will presented wire. this Petition and the grant
of letters in the appropriate form to the undersigned:
)~ Slanature Ty_oed or _printed name and residence._
Paul L. Kean. 4 North Humer Street. Enola, PA
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND:
The Petitioner above named, swears or affirms that the statements in the foregoing Petition are true and correct to the best
of the knowledge and belief of Petitioner and that as personal representative of the above Decedent, Petitioner will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed- ·
before me this //.~-lc~ day ·
of . . , oq4 ·
Estate of LAVINIA A. KEAN
Deceased
Social Secudty No.: 182-20-7522
Date of Death: October 26, 2004
AND NOW, ~'~'~ . ~,% ,2004, in consideration of the Petition on the reverse side hereof, satisfactory
proof having been presented before me,
IT IS DECREED that Letters ~lTestamentary [] Of Administration
(d.b.n.c.t.a.; penclente lite; ~lurante absentia; durante minoritate)
are hereby granted to Paul L. Kean in the estate of Lavinia A. Kean, and that the instrument dated July 16, 2002,
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ..................... $
Short Certificate(s) ...... $
Renunciation .............. $
Affidavits ( ) ............... $
Extra Pages (3) ........... $
Codicil ( ) .................. $ .
JCP Fee ................... $
Inventory ................... $
Other ....................... $
TOTAL ..................... $ "~.'~J ~
Register of Wills
A'I-I-ORNEY: Courtney J. Graham
I.D. No.: (23685)
Address: 223 L nco n Way
Chambersburg, PA:; 17201
Telephone: (717) 264 1100 "
LAST WILL AND TESTAMENT
OF
LAVINIA A. KEAN
.~ Lavinia A. Kean, of 442 East Washington Street, Chambersburg, Pennsylvania,
hereb~y declare this as and for my last will and testament and revoke all wills previously
made by me. At the time of the execution of this will I and have three (3) children,
Lester E. Kean, Robert E. Kean and Paul L. Kean.
GIFTS
I.. Issue: I give my entire estate in equal shares, per stirpes, to my children if
living on the thirty-first day following my death.
ADMINISTRATIVE PROVISIONS
II. Protective Provision: No interest in income or principal shall be assignable
by, or available to anyone having a claim against, a beneficiary before actual payment
to the beneficiary.
III. Adopted Persons: Adopted persons shall be considered as children of their
adoptive parents, and they and their descendants shall be considered as descendants of
their adoptive parents.
IV. Death Taxes: All death taxes payable because of my death on the property
forming my gross estate for tax purposes, whether or not it passes under this will, shall
be paid out of the principal of my probate estate so that the burden falls on my
residuary estate and none of those taxes shall be charged against any beneficiary.
V. Management Provisions: I authorize my executors:
A. To retain and to invest in all forms of real and personal property, including
common trust funds operated by my corporate executor, regardless of any
limitations imposed by law on investments by executors or any principle of law
concerning investment diversification;
B. To compromise claims and controversies, and to abandon any property which,
in my executors' opinion, is of little or no value;
C. To distribute property in kind, in cash or partly in each, in such manner as may
be determined and at valuations fixed by the fiduciary.
D. To sell at public or private sale, to exchange or to lease for any period of time
any real or personal property and to give options for sales, exchanges, and leases
for such prices and on such terms and conditions as is deemed proper.
E. To allocate receipts and expenses to principal or income or partly to each as
from time to time is deemed proper.
F. To retain property in kind and distribute to or for the use of any minor
beneficiary.
G. To exercise any election or privilege given by the Federal or other tax laws and
to make or not to make equitable adjustment for the exercise or nonexercise of any
such election or privilege.
H. To make and file a disclaimer on my behalf.
These authorities shall be in addition to those granted by law and shall be
exercisable without court authorization.
VI. Beneficiaries Under 21 or Disabled: If any beneficiary becomes entitled to
an outright distribution of income or principal and is (i) under the age of twenty-one
or (ii) in my executor's or trustee's (hereinafter in this Article "my fiduciary")
opinion, disabled by illness or other cause and unable to properly manage the funds:
A. As much of such income or principal as my fiduciary may from time to time
think desirable for that beneficiary either shall be paid to him or her or shall be
applied for his or her benefit; and
B. The balance of such income and principal - and the net income from those
funds - shall be kept invested and managed by the guardian of such beneficiary as a
separate fund for that beneficiary, to be paid to or for the beneficiary in accordance
with the provisions of the preceding paragraph. When the beneficiary reaches the
age of twenty-one or, in the guardian's opinion, becomes free of disability, as the
case may be, the balance shall be paid to the beneficiary. If he or she dies before
that time, the balance shall be paid to his or her executors or administrators.
Any funds to be applied under this article either shall be applied directly by
guardian of the beneficiary or to any person or organization taking care of the
beneficiary.
FIDUCIARIES
VII. Executor: I appoint my son, Paul L. Kean, Executor of this will, but should
he fail to qualify or cease to act as such, I appoint Manufacturers & Traders Trust
Company, a New York banking company, in his stead. No fiduciary appointed
herein shall be required to file a bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last
will and testament, consisting of four (4) typewritten pages, including the affidavit
following, each affixed with my signature, this ,/b~ day of July, 2002.
Lavinia A. Kean
Signed, sealed, published and declared by the above-named testatrix as and for her last will and
testament in the presence of us, who at her request, in her sight and presence and in the sight and
presenc~e~f each other, have hereunto subscribed our names as witnesses.
residing at
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF FRANKLIN:
We, Lavinia A. Kean, /~ n.e..[&
and ' (~-~ [ Y\i ( . [~/( I [6( C~((~ , the testatrix and the witnesses respectively,
whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the testatrix signed and executed the instrument as her last
will and that she had signed willingly (or willingly directed another to sign for her), and that she
executed it as her free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best
of their knowledge the testatrix was at the time eighteen years of age or older, of sound mind and under
no constraint or undue influence.
Lavinia A. Kean } I ~
Sworn and subscribed to before me this
/ffa:~ day of July, 2002.
~ryYubl~
Notarial Seal
Courtney J. Graham, Notary Public
Chambersburg Bom, Franklin County
My Commission Expires Aug. 22, 2002
Member, Pennsylvania Association of Notaries
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
GRAHAM COURTNEY J
223 LINCOLN WAY EAST
CHAMBERS BURG , PA 17201
RE: Estate of KEAN LAVINIA A
File Number: 2004-01046
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
G~~~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 -6345
Date: 02/01/2005
KEAN PAUL L
4 NORTH RUMER ST
ENOLA, PA 17025
RE: Estate of KEAN LAVINIA A
File Number: 2004-01046
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sr'
GLENDA ,=:~r
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Lavinia A. Kean
Date of Death: October 26, 2004
Will No. 2004-01046 Admin. No. 21-04-1046
To the Register:
I certify that notice of beneficial interest 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 February 10, 2005:
Name
Paul L. Kean
Lester E. Kean
Rober E. Kean
Address
4 North Humer Street, Enola, P A 17025
32040 Electric Blvd., Avon Lake OH 44012
448 Cumberland Ave., Chambersburg, PA 17201
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date February 10, 2005
Signature I/I/H~
W. Scott Amoult
Graham & Graham
223 Lincoln Way East
Chambersburg, P A 17201
717-264-1100
Counsel for Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG. PA 17128.0601
AEV-1162 EX(11-96l
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
KEAN PAUL L.
4 NORTH HUMER ST
ENOLA, PA 17025
-------- fold
EST A TE INFORMATION: SSN: 182-20-7522
FILE NUMBER: 2104-1046
DECEDENT NAME: KEAN LAVINIA A
DATE OF PAYMENT: 01/18/2005
POSTMARK DATE: 01/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/26/2004
NO. CD 004854
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $12,000.00
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TOTAL AMOUNT PAID:
$12,000.00
REMARKS:
CHECK# 005
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
Telephone
LAW OFFICES
GRAHAM & GRAHAM
223 LINCOLN WAY EAST
CHAMBERSBURG, PA 17201
(717) 787-3930
FAX (717) 772-0412
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Re: Estate of LAVINIA A KEAN
File Number 2104-1046
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate,
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months, This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date,
The return must be filed with the Register of Wills on or before 01/26/06. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
();=~ .
Claudia Maffei, Supervisor
Document Processing Unit
Inheritance Tax Division
q:> \L
REV .1100 EX. (I-OCI)
*'
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTh1ENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 1712B-0601
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DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
Kean, Lavinia A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
OFFICIAL USE ONLY
FILE NUMBER
21 04
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
1046
NUMBER
10/26/2004 11/16/1920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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~ 1. Original RBturn
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2. Supplemental Return
182-20-7522
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
6. Decedent Died Testate (AttBCh copy 0
of Will)
9. Litigation Proceeds Received 0
o 4a. Future Interest Compromise (date of death alter
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
o 8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
4. Limited Estate
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NAME
Courtney J. Graham
FIRM NAME (If applicable)
Graham & Graham
TELEPHONE NUMBER
717/264-1100
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation. Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10_ Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
COMPLETE MAILING ADDRESS
223 Lincoln Way East
Chambers burg, PA 17201-2231
(1 ) 126,900.00
(2) None
(3) None
(4) None
(5) 254,060.38
(6) None
(7) None
(8)
(9) 29,239.97
(10) 2,447.97
OFF1Cll'.l,L USE ONLY
:.....~.
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r' ...... f-: i
(.~:'
.-..1380,960.38
12. Net Value of Estate (Line 8 minus Line 11)
(11 )
31,687.94
349,272.44
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made
(Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
COPyright 2000 form software only The Lackner Group, Inc.
(13)
(14)
349,272.44
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
Z 349,272.44 x .045 (16)
0 16. Amount of Line 14 taxable at lineal rate
F
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=> (17)
0.. 17. Amount of Line 14 taxable at sibling rate x .12
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0
(,)
)( 18. Amount of Line 14 taxable at collateral rate (18)
;:! x .15
19. Tax Due (19)
15,717.26
15,717.26
Form REV-1500 EX (Rev. 6-00)
~
. Decedent's Complete Address:
STREET ADDRESS
34 Johns Drive
CITY
Enola
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A Spousal Poverty Credit
8. Prior Payments
C. Discount
I STATE PA I ZIP 17025
(1 ) 15,717.26
12,000.00
631.58
Total Credits (A + 8 + C) (2) 12,631.58
63.87
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A Enter the interest on the tax due.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 63.87
(4)
(5) 3,149.55
(SA)
(58) 3,149.55
Make Check Payable to: REGISTER OF WILLS, AGENT
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....................
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...... ... ... ............... ........ ........ ...... ............ ... .... ... .... ...... ........... ..... ........... .............. ........
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a retain the use or income of the property transferred;.............................................................................................. 0 ~
b. retain the right to designate who shall use the property transferred or its income;.............................................. 0 ~
c. retain a reversionary interest; or.............................................................................................................................. 0 ~
d receive the promise for life of either payments, benefits or care?........................................................................ 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...................... ....... ...... ........ ......... .... .... ....... ................. .............. ........... ....... ... ..... ... ..... 0 ~
o ~
o ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penatties of perjury. I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge and belief, n is true, correct and complete. oeclaralion of
preparer other than the personal representative is based on all irtormation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
PaulK
4 North Humer Street
Enola P A 17025
DATE
ADDRESS
ADDRESS
223 Lincoln Way East
Chambersburg" 'PA 17201-223
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. ~9116 (a) (1.1) (0].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (iO]' The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's siblings is 12% [72 P.S. ~9116 (a) (1..3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF . .
Kean, LaVlllla A.
I FILE NUMBER
21 - 04 - 1046
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is
defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell,
both having reasonable knowledge of the relevant facts. Real properfy wllich is jointly-owned with righl of survivorship
must be aisclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
126,900.00
34 Johns Drive
Enola, Pa 17205
TOTAL (Also enter on Line 1, Recapitulation)
126,900.00
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF . .
Kean, LavInIa A.
I FILE NUMBER
21 - 04 - 1046
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
955.00
Fleck Auctioneering Appraisal - per attached appraisal
2
M & T - checking acct #339164
44,678.92
3
M & T - savings account #21000001012054
208,426.46
TOTAL (Also enter on Line 5, Recapitulation)
254,060.38
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
I
ESTATE OF L' . A
Kean, aVlllIa .
I FILE NUMBER
21 - 04 - 1046
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
2.
FUNERAL EXPENSES:
Thomas L. Geisel Funeral Home
2
DESCRIPTION
Parklawn Memorial Gardens and Mausoleum
3
Plasterers Florists
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Paul Kean
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 4 North Humer Street
City Enola
Year(s) Commission paid
Attorney's Fees Graham & Graham
City
Relationship of Claimant to Decedent
Probate Fees Probate fees
5. Accountanfs Fees
1.
6. Tax Return Preparer's Fees
7. Other Administrative Costs
Slate P A Zip 17025
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
2
Slate
Zip
4.
F&M Bank - estate checks
Real estate settlement charges - see settlement sheet
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
4,884.48
540.78
312.70
12,000.00
320.00
10,605.68
15.00
561.33
29,239.97
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF .
Kean, Lavima A.
3
I FILE NUMBER
21 - 04 - 1046
UGI Utilities, Inc.
18.71
4
PPL - electric bill
65.96
5
Pennsylvania American - water bill
41.35
6
East Pennsboro Township - sewer
115.00
7 PPL - electric bill 100.00
8 UGI Utilities, Inc. 71.00
9 Pennsylvania American - water bill 11.64
10 UGI Utilities, Inc. 65.92
11 Pennsylvania American - water bill 23.57
12 Pennsylvania American - water bill 12.05
13 PPL - electric bill 36.13
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF . A
Kean, Lavmia .
I FILE NUMBER
21 - 04 - 1046
Include unreimbursed medical expenses.
ITEM
NUMBER
] American Home Supply - walker
DESCRIPTION
AMOUNT
24.05
2 Spirit Physician Services
3 Comcast Cable
4 Holy Spirit Hospital
5 Internists of Central P A
6 Quantum Imaging & Theraputics
7 Genzyme Genetics - lab bill
8 East Pennsboro Township - taxes
9 Alicia D. Stine, Treasurer - property taxes
W.W
131.94
894.65
87.]5
612.2]
2] 7.97
115.00
354.90
TOTAL (Also enter on Line 10, Recapitulation)
2,447.97
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF . . A
Kean, LavInIa .
I FILE NUMBER
21 - 04 - 1046
I RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
Do Not List Trustee/sl
L TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Paul L. Kean Son one-third
4 North Humer Street
Enola, P A 17025
2 Robert Kean Son one-third
448 Cumberland A venue
Chambersburg, PA 17201
3 Lester E. Kean Son one-third
32040 Electric Blvd.
Avon Lake, OH 44012
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
n. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
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LAST WILL AND TESTAMENT
OF
LA VINIA A. KEAN
I, Lavinia A. Kean, of 442 East Washington Street, Chambersburg, Pennsylvania,
hereby declare this as and for my last will and testament and revoke all wills previously
made by me. At the time of the execution of this will I and have three (3) children,
Lester E. Kean, Robert E. Kean and Paul L. Kean.
GIFTS
1.. Issue: I give my entire estate in equal shares, per stirpes, to my children if
living on the thirty-first day following my death.
ADMINISTRATIVE PROVISIONS
II. Protective Provision: No interest in income or principal shall be assignable
by, or available to anyone having a claim against, a beneficiary before actual payment
to the beneficiary.
Ill. Adopted Persons: Adopted persons shall be considered as children of their
adoptive parents, and they and their descendants shall be considered as descendants of
their adoptive parents.
N. Death Taxes: All death taxes payable because of my death on the property
forming my gross estate for tax purposes, whether or not it passes under this will, shall
be paid out of the principal of my probate estate so that the burden falls on my
residuary estate and none of those taxes shall be charged against any beneficiary.
v. Management Provisions: I authorize my executors:
A. To retain and to invest in all forms of real and personal property, including
common trust funds operated by my corporate executor, regardless of any
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limitations imposed by law on investments by executors or any principle of law
concerning investment diversification;
B. To compromise claims and controversies, and to abandon any property which,
in my executors' opinion, is of little or no value;
C. To distribute property in kind, in cash or partly in each, in such manner as may
be determined and at valuations fixed by the fiduciary.
D. To sell at public or private sale, to exchange or to lease for any period of time
any real or personal property and to give options for sales, exchanges, and leases
for such prices and on such terms and conditions as is deemed proper.
E. To allocate receipts and expenses to principal or income or partly to each as
from time to time is deemed proper.
F. To retain property in kind and distribute to or for the use of any minor
beneficiary.
G. To exercise any election or privilege given by the Federal or other tax laws and
to make or not to make e.quitable adjustment for the exercise or nonexercise of any
such election or privilege.
H. To make and file a disclaimer on my behalf.
These authorities shall be in addition to those granted by law and shall be
exercisable without court authorization.
VI. Beneficiaries Under 21 or Disabled: If any beneficiary becomes entitled to
an outright distribution of income or principal and is (i) under the age of twenty-one
or (ii) in my executor's or trustee's (hereinafter in this Article "my fiduciary")
opinion, disabled by illness or other cause and unable to properly manage the funds:
A As much of such income or principal as my fiduciary may from time to time
think desirable for that beneficiary either shall be paid to him or her or shall be
applied for his or her benefit; and
B. The balance of such income and principal - and the net income from those
funds - shall be kept invested and managed by the guardian of such beneficiary as a
separate fund for that beneficiary, to be paid to or for the beneficiary in accordance
I
with the provisions of the preceding paragraph. When the beneficiary reaches the
age of twenty-one or, in the guardian's opinion, becomes free of disability, as the
case may be, the balance shall be paid to the beneficiary. If he or she dies before
that time, the balance shall be paid to his or her executors or administrators.
Any funds to be applied under this article either shall be applied directly by
guardian of the beneficiary or to any person or organization taking care of the
beneficiary.
FIDUCIARIES
VII. Executor: I appoint my son, Paul L. Kean, Executor of this will, but should
he fail to qualify or cease to act as such, I appoint Manufacturers & Traders Trust
Company, a New York banking company, in his stead. No fiduciary appointed
herein shall be required to file a bond.
IN WIlNESS WHEREOF, I have hereunto set my hand and seal to this my last
will and testament, consisting of four (4) typewritten pages, including the affidavit
following, each affixed with my signature, this /bilt day of July, 2002.
/~_ C<. ~~
Lavinia A. Kean
Signed, sealed, published and declared by the above-named testatrix as and for her last will and
testament in the presence of us, who at her request, in her sight and presence and in the sight and
presenc f each other, have hereunto subscribed our names as witnesses.
d ~. :L~ residing at h:--/- -4v,/o~ M
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF FRANKLIN:
SS:
We, Lavinia A. Kean,
f?~/a. b. Ak/;roS-_<-
and {Q r1'1 i (.(Vli nl- ([ ~ , the testatrix and the witnesses respectively,
whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the testatrix signed and executed the instrument as her last
will and that she had signed willingly (or willingly directed another to sign for her), and that she
executed it as her free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best
of their knowledge the testatrix was at the time eighteen years of age or older, of sound mind and under
no constraint or undue mfluence. $~ ..~
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vv-~ a /r.4-~ j)_ fJ
Lavitria A. Kean uir~.I(/l7r fAt? efc
Sworn and subscribed to before me this
~
/&> day of July, 2002.
~~~&';{/~
Notarial Seal
Courtney J. Graham, Notary Public
Chambersburg Bora, Franklin County
My Commission Expires Aug. 22, 2002
Member. Pennsylvania Association of Notaries
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07/18/2005 15:42 FAX 717 763 7460
l4J 0011002
"'- u.s. DlPllRTUliM OF HO\JSU\jO ..... ~N DEVELOPMENT
SETTLEMENT !ITA TEMENT tl'rL!:Ma
LIBERTY LAND SETTLEMENT """-
SERVICES, INC. B. lYPE OF lOAN
4660 Trlndle Road. Suile 103 1.~F"'" 2.11 flotHA. 3.1 I CO""'. lJIIlNS.
Camp Hili, PA 17011 ..1 ''(A 5 I 'CONY. INS.
J,Fl\,e~E"I: 1 7, LOAN NulA9Crt
SOG8S 3004002789
I. MO"lT.I,... CASE: NQ"
C. NorE: ThIr 101m is lumiihed /0 giv.l/OU 1 S111""'ont 01 aOlU;tI ~aul""'", COOl., A""""". PIId 10 and by 11I1 Celli"",,,", "\l8nl .'8 "'"""". 110m. /!I11l<..d
'(p.D.t,)....,. p.icf OIIloidll"" doJ"g, Ih.y arllhown hl,e for infOlmaliQnar purpO$.. OIICi.re IlOllnelUlleclln 11I0 Im.k.
g, NAIoIE AO/D oAOllRl:SS OF SOIlROWfR: E. NAME ANll ACllAEiJ OF JEl~ER: F, NAME A~ ACDIlE8S OF LEHIlI1Fl;
-nO~ L. MYERS LAVINIA KEAN ESTATB GA.T!':W}\Y FUNDING DIV.
KIMEl!:RLY A. DECKER MORTGAGE I
I
G.PllOPEllty LOCATION: H. SEm.EL~NT "GENT: I SEn1.e'-'ElVI tl"lE'
34 JOltNS DR1VE LIBERTY ~ STL. SVS. 07/12/05
ENOLA, PA 17025 P{.JoCE 01' 5Ei'TLEMfNt:
4775 Lingles~own Rd.. Harri5burg, PA
J. iUMlIlllY 01' 1l0llao.EII'll TII.&/f.Ilt:TION: II. SUIlMARY OF SELLER'S TRANSACTIOII,
'00 gROSS AIIOUNT DUI FROIIBORROW!R ... GROS. A"OU~ ClUE Tg SE~LER
I.,. Can,,""'.... Db 126900.00 4Dr C~rKI CP'" otic. 12G900.00
.... p.._.IIlIVO..,y ....p..-., IlIDP8"Y
'.... S8tr_, c+.at!l... fa bcrrvwerJ""" 1411O) 6545.60 ''',
,... ...
'05. ..~
AcIIu",_ lOt n_ p.1cl b,-"Uet IrI iJ~.onc. AJ!j~.Irn.nI8IDr I."",. paid by ..lIer In .llIIllIlCe
,.. CIlwrr....... 10 4l'.,_Ci!y/TOMI'u I.
la,.t:~1p 0'U12L05.012131/05 167.24 "7.CounIf ... 07/12/0S..12{31/05 167.24-
'N. AIIesII"I'ltr.a. ... 4t11.As:s..amonls I.
..... Schaat Ta .. 4.Ol.~Ta.. '"
".. SEWERl'I'R. 7/12 '" 9/30 !lS.iS7 .,.. SEWER/n. 7/12 Ie 9130 9g.67
,,, .11.
II. .fJ
'20 CROIS AIIOUNTDUE FROII.OAROWEII J..33712.51 ....GIIOSS .!lOUNT DUll TO UL LER 127166.91
2110. AlIgUNTll PAID IY gill" IEIIALF gr; BURROWER ~. AEllUlITIgNlllll JUlllUNT DUE TO SILLER
ta" OODooit or ...",~, """'OIY 1000.00 50. """.u depod r... inlll"""I!ono)
... Principal ~ 01 ~B'" ...."(.) 1259~0.00 ~.$ald""'''''r Oh.'l/B' 10 .81/.ojw,. I~OO) 10S5!1.S0
... E.;..~Ioon(~) loko1....bi.<t 10 .... E"s1ir191D&r1(.llakll1lub/ecllo
... sa. P.\'OI1 of FI,.I Morlg81i1eloan
2lllI .....P,,~t, olllec:oncl r.Iortgag. LoOn
.... ...
.... M"
.... $at.
"'" ,...
~"'I"''''S ror iloms unp.id by UIII., A<f"'"''''''''.lor ~.ms unpllid by ..rler
21. C,lytT..... Lu ... $'..t;IllIlT....... ..
.n.C.......... 10 1i11.Coun~ lax 10
n:t.AtM1~ 10 "l.Ats.....,.,."'. Ia
ai', S<:I1ooI... 07/01/0510 07/12/0~ 46.18 513 6,:/0001'.. 07/01/0~o07/12/05 46.18
2", 5,.
.... .'.
1'141. .,.
." .,,
..'., ~1'
... ...
.... TOTAL I'AIII.Y/fO" IOIl"O"'EII 126896.18 520. TOTAL REDUCTIoN .100UIrT DUE $E~lIi'R 1060S.68
-, cASH.t ,EtTLEIIIIIT FROII OR TO IORIIOWER &eO CAI14 ..T !liTT~IIlINT TO 011 1'11011 SELLIR
:101. Grc.. _ duo I""" tIo/r""'"r (Nn. 12!!1 133712.51 ..' Gross ~l du.1O ....,1., (~....'20) 1~716'6, 9I.
:lOt.l.8Q -~I...IQ1!oJnar boI,_ I'In. 22D1 1:Z6E151b.1B ..n.... 'Odu",ion _1""0 ..r"" crill. 52tl1 10605.68
""" CASH IIXI FROII) II ] TO) BORIlOWER 6816.33 On CASH (00 TO) (f ) I'1I0M) ULLER 116561.:43
./'/ .n< "J A ./ ~~/It/~)tJ~ /#)de~~
f.:J.~ /I ~LU.
~ ",110I..._'. S1U...... Sonar'. ~1"".
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07/18/2005 15:42 FAX 717 763 7460
I4J 0021002
l SE~EMENTCHA~GFB 50685 ~
700. TOUL SII.UII.OkEIl'1 COIIIIIIIlON ~'.od on .".Ii 126900.00 7.0 I 'O~IlOWE"'II' II...Ull"ll
DMeiGn tJ/ CCltMl/..... 'h 7(0) al /oIfows: To!:al: ~8 883.00 ~UNDS AT PUHDII U
i!!II LEK'E 8 E.
7tJ.. $ 8983.00 '" IUUHAX REJU,TY PROF.
. .... s 10
I .... COIMlluiorlpaJd III SeIUIIm.nl 8883.00
'...l'ROC. PiE RE7MAX REALTY PROP. I I 125.00
IOG.ITE"S ""YI'ILI! IN ~HNICTloN WIT" LO"N
10 I. Lo~ Orioinllli:ln F.. 'llo
102. LOI/l 0i1COU/'ll 'llo
~. AjIClI8IioIIl'eo.l. SCOTT ARCHIBALD T350 poe
lllM. Ct.dt~ 10 KROLL FAC. DAT~ S S 0 k'OC
1lO6. Londo", I.....~ Foe
on. To.Sys, Ftt GATEWAY FUNDING DIV. 81. 00
.... Flood C8I1. PIRST AMER.ICAN PI.OOO 1'7.50
ICe. COMMT/LOCK GATEWAY FUNtJ!NG DIV. '75.00
.... UW/PROC. GATEWAY FUNDING DIV. 75.00
"0,
lo,l.
IlOO. ITEIIS "EQUI~'lIlT LiNDEll TO II! P"'D IN ADYINGE
lID I. Inlll'eslfrom 07/12105 1007731705 os; ~9. 83/d.. 396.51
1102. Mort.;D8'......,"""" I't1Irdlum I., ma.1ll FHA 10.00
, lI03. H..-d ,......._ Premium lor m.1o
'101. -";;;10
1lI!i. FHA MIl' FIU\ 1950.00
000. IlE8E"YES DEPOSITED WITH LENDEll FOR
1IlI1. H_d klsu,ance 3 mo. 0$ 22.08 /mo. 66.24
002. MOI\lI...,. lMura'lCe mo,.$ /rrto.
C03. c;lvtrawn In 1IlO.1I$ 1_.
004. Courltviu Ii Il'lll.O$ 28.98 lmo. 173.88
COS. Al_.mlll1ll mo.OS /rrta.
00&. SCHOOL 2 ......01 114.72 /mo. 229.44
aD.. mo.O. /mo.
001. AGGR. ADJ, "",.OS /InD. -138,02
'lID. TITLI CIlAllon
'PI. SeIlI..,,1nI or c_ reelo
'e<!. Iltlllho:l or tilll _ell 10
la.. 1111. ....",lr1elion 10
'04. nl. fnIvrBnc. bamr I.
'~'~"pMPM'~ I.
tell. Not""'f.... 10 CASH 51.00
1107. AI-'.,... 10
(o,l:lJdo. above a8rM N..') . ..... :a~~
'IlII.TiI'-ln_o 10 LIBERTl LAND S~L. S\TS. --
(lncludff It>on i1ems No.:) 300 100 900
lll!l.. Und..... CCIII_S 123 000
"0. Ownooro COVO'_ s 126 900
tit. ENDORSE. LIBI:RTY' LAND STL. SVS. 150.00
II~. CL. SVS . LTR STEWART TITLE INS. CO. I 3S.001
113. T I
ROO. GOVli~NIIENT RECORDING AND TRAN.FSI c....~QEI
201. R.co~'_ Oo.dS 38. 50 ~..a.' 50.50 Mlle. S 99.00
__ CIMmUlw luI'.l8mPI: Died. 1269,00M.rtaaaeS 1269.00
200. StaloID/II,,",", O"dS 1:369.00MOfIIl_S 1269.00
....
~
:100. ADDITIOHAL IUTLltllEIlT CI1AIIIIE5
"'I. Surv.. 10
~. Pllllno.1ICl/on I.
303.05 SCHOOL ALICI~ STl.NE 1376.67
:lOC. SEWER/TR. EAST PENNSBORO TWP. 125.50
:105.
'00. TOTAL .IITTLIMINT CHAA",Es l..~r IlIl n_ .~...., SOl. Soallan. J and Kj 6545.60 10559.50
U.S. OEPAANENT OF HOUSING AND URIlAN DEVELOPMENT
SETTLEMeNT STATEMENT
""ga~
r......... .... no...... ..- .,.~l__,~...., hi'''' IftWf.q.. ........".. ,IrHttMHItrMh...._....... 0111.... HlID-' 3eltIMI.,. 51.1.....,1. a.t1.....~I~...... ......"..,...."
~....l'iDhIIla...... Mr ..............6liIHIrWlllln'......~..... -roeInt~",",., ,..-..,.............Id."..ncI.. et64lllIInr......1G .......10 iflo.ll.I:CGIVdI...~
~........ ..h-.iDet.Ift....I,.,....IWlI.
HUll CEIITlFICATION O~ JUTERII&"lI SfL~E~.
r llaw........ r_G IIIe HJtI., ""_1 511_'" and 10 Ill. !loll 01.., ""-(G<I..... ~.I.I. M 10 . """ I.d _""" '18_'" "'.. roc"""o on. .-obur__
...... ....""< ,by.". 0, 1hI1"""oclloJ\. 1 ,",Ihgr .,,'Iy...1I h.ovo roc_d 0 ...~...... HIJl)., S'I~nl ~'.~
. /~-t;'~~'), ~.
&e.....~I.....
",-11U0.,
I....,. ~.,.lIu...~~... ,=--ntatU'fa"afllar.'-,l hlt..~CI ..i1I__UMINNRIu -d1"lIr-d"~.""hMII...._ht
7-1.1. .0 J'-
a.'~7&QL-J~.
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,:~.~~.'.'" u..............."........ ....IO'.... ............. _1I....n ...'..... ,............_... 'Of :'::'.:..~'::. ''''''
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Fleck Auctioneering
Complete auction services
496 Second Street
Highspire, PA 17034
(717)939-8441
December 8, 2004
Appraisal of personal property for The Estate of Lavinia A. Kean
On Tuesday, December 7th 2004, I inspected the contents of 34 John
Drive, Enola, PA 17025. The personal property that I inspected was in used
condition, therefore, the fair auction market value, at this time, is as follows:
Upholstered Living Room Set (3 pcs)
2 end tables
Brass floor lamp
13" Portable TV with remote
VHS movie tapes
Little red wagon
Kitchen table with 4 chairs
Wood hutch
4 Pressed board cabinets
Panasonic Microwave
Kitchenware (pots, pans, china, etc.)
French provincial twin bed w/bedding
Mahogany dresser with mirror
Full Hollywood frame, bookcase headboard, bedding
Platform rocker and footstool
Lamp and lamp table
Whirlpool HD Washer and Dryer
Oak Sideboard
Christmas Decorations
Misc. decorator items
100.00
20.00
10.00
25.00
25.00
20.00
100.00
75.00
20.00
25.00
35.00
20.00
50.00
30.00
25.00
15.00
100.00
200.00
30.00
30.00
Total............... ........ ...$955.00
Kenneth E. Fleck
Fleck Auctioneering
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
I
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GRAHAM COURTNEY J
223 LINCOLN WAY EAST
CHAMBERSBURG, PA 17201
un_h_ fold
ESTATE INFORMATION: SSN: 182-20-7522
FILE NUMBER: 2104-1046
DECEDENT NAME: KEAN LAVINIA A
DA TE OF PAYMENT: 01/27/2006
POSTMARK DATE: 01/27/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 10/26/2004
NO. CD 006251
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 , $3/149.55
I
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TOTAL AMOUNT PAID:
REMARKS:
GRAHAM & GRAHAM
CHECK#126
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
$3/149.55
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
~~PARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT3 ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
03-27-2006
KEAN
10-26-2004
21 04-1046
CUMBERLAND
101
APPEAL DATE: 05-26-2006
(See reverse side under Objections)
Amount Remi ~ted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE3 PA 17013
9~!_~~9~~_!~}~_~}~~______~___~~!~!~_~9~!~_~~~!!~~-~~~-y~~~-~!~g~~~--~--------------------
REV-1547 EX AFP (03-0S) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LAVINIA A FILE NO. 21 04-1046 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
r.,
oJ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
COURTNEY J GRAHAM
GRAHAM & GRAHAM
223 LINCOLN WAY EAST
CHAMBERSBURG PA 17201
ESTATE OF
KEAN
*
REV-1547 EX AFP (06-05)
LAVINIA
A
T AX RETURN WAS: (X) ACCEPTED AS FILED
DATE 03-27-2006
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1263900.00
.00
.00
.00
254,060.38
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
(10)
293239.97
NOTE: To insure proper
credit to your account3
submit the upper portion
of this form with your
tax paYllent.
3803960.38
31.687 94
3493272.44
.00
3493272.44
(19)=
.00
153717.26
.00
.00
153717.26
2.447.97
(11)
(12)
(13)
(14)
.00 X 00 =
3493272.44 X 045 =
.00 X 12 =
.00 X 15 =
. , . . ..., ,. IU:''''I:~r I I+T AMOUNT PAID
DATE / NUMBER INTEREST/PEN PAID (-)
01-18-2005 ~D004854 631.58 123000.00
01-27-2006 D006251 63.87- 33149.55
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-28-2006 TOTAL TAX CREDIT 153717.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18.92
TOTAL DUE 18.92
. IF PAID AFTER DATE INDICATED3 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. -1~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)3 YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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
GRAHAM COURTNEY J
223 LINCOLN WAY EAST
CHAMBERSBURG, PA 17201
n_nn_ fold
ESTATE INFORMATION: SSN: 182-20-7522
FILE NUMBER: 2104-1046
DECEDENT NAME: KEAN LAVINIA A
DATE OF PAYMENT: 03/31/2006
POSTMARK DATE: 03/30/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 10/26/2004
NO. CD 006505
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $18.92
I
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TOTAL AMOUNT PAID:
$18.92
REMARKS:
GRAHAM AND GRAHAM
CHECK# 12408
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R''''('[)f"'ICI> ..+MJ1~~;S:TANCE TAX
lel ji UlSTAlYiMeJlT OF ACCOUNT
-',~/""trr'>".'r-r~ (',r 1_~"11' ('-.
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REV-1607 EX AFP (03-05)
COURTNEY J GRAHAM
GRAHAM & GRAHAM
223 LINCOLN WAY EAST
CHAMBERSBURG PA 17201
CLERK OF
ORPHAN'S COURT
CUMBERLtND Co., PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-17-2006
KEAN
10-26-2004
21 04-1046
CUMBERLAND
101
LAVINIA
A
2006 APR 24 PH 4: 24
Allount Rellitted
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF KEAN LAVINIA A FILE NO.21 04-1046 ACN 101 DATE 04-17-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY 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: 03-27-2006
PRINCIPAL TAX DUE: 15.717.26
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-18-2005 CD004854 631.58 12.000.00
01-27-2006 CD006251 63.87- 3.149.55
03-30-2006 CD006505 18.92- 18.92
TOTAL TAX CREDIT 15.717.26
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.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
<(
Cumberland County- - Register Ot WLLIS
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
GRAHAM COURTNEY J
GRAHAM & GRAHAM
223 LINCOLN WAY EAST
CHAMBERSBURG, PA 17201-2231
RE: Estate of KEAN LAVINIA A
File Number: 2004-01046
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: 10/26/2006
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 Strasbau~h
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
Cumberland County - R~gister or Wl~~S
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
KEAN PAUL L
4 NORTH HUMER ST
ENOLA, PA 17025
RE: Estate of KEAN LAVINIA A
File Number: 2004-01046
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 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: 10/26/2006
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: LAVIBIA A. KEAR
Date of Death: 10/26/04
Estate No.: 04-1046
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 1!l No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
J. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 00
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: RIA
c. Did the personal representative state an account informally to the parties in
interest? Yes I!l No 0
Date: 9/19/06
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 this report. I /
C;u frz--
Signature
COURTREY J. GRAIWI
Name
223 LIRCOLR WAY EAST, CBAHBERSBUR.G, PA
Address
H' H..ii/.,irV\
~d ,,"~,_J< 'i IJ
1\ in'\,"" c, ~\J\.;J I '}..!O
..Lw 1\.).,.) i...li!"VliGu
::0 j,~J3lJ
717-264-1100
Telephone No.
~ 0 : I Wd I 2 d3S 900l
Capacity: 0 Personal Representative
l!l Counsel for personal representative
1("'.. '],....,: I, 1.('\ i-i,,\l jO,...,..--'I' l
j~l :JJL:j~j U::iUd _ \.):>b
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
GRAHAM COURTNEY J
GRAHAM & GRAHAM
223 LINCOLN WAY EAST
CHAMBERS BURG , PA 17201-2231
c>
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Date: 9/14/2006
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-
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<=>
(.0)
RE: Estate of KEAN LAVINIA A
File Number: 2004-01046
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: 10/26/2006
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)