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HomeMy WebLinkAbout04-1123PETITION FOR PROBATE and GRANT OF LEI"rERS E~tate of Merv~n I. Keck, Jr. also known as N/A, Deceased· Social Secutq(y No.: 198-30-2035 No. 21-o4- I IZ:$ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania ~ petition of the undersigned respeetfolly represents that: Your petitioner(s) who is/am 18 years of age or older and the Executors named in the last will of the above decedent, d~__~d Ootober 16, 2000, and codicil(s) d~tod: NONE. Deendent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 388 Frytown Road, Carlisle, PA 17013 (Upper Frankford Township). Decedent, thea 66 yem~ of age, died November 12, 2004, at Cla~uont Nursing & Rdmbilitaflou Center. adopted E~xcept as ~llows, decedent did not marry, was not divorced and did not have a child bom or after gnecuhon of the will offered for probate; was not the victim of a killing and was never adjudi,~_ted incompetent: no exceptions. Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not de.idled in PA) Personal property in County Valne of real estate in Pennsylvania sit,,ated as follows: 388 Frytown Road, Carlisle, PA 17013 $ 5,000.00 $ $. $ 40,000.00 WHEREFORE, petitioner(s) reepeeffully request(s) the probate of the last will and codicil(s) presented herewith and the grant of lettem Testamentary thereon. Kay E.-Ke~ 151 Opossum Lake Road Carlisle, PA 17013 717-249-7628 (Fl) 717-243-1830 x43 (W) 717-574-7195 (C) Mervin I. Keck III :~: ~'' ~ 101 Lindham Court, Apt. 310 Meehanicsburg, PA 1'/055 ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) ) SS COUNTY OF CUMBERLAND ) 717-691-5431 (H) v: 717-791-5792 (W) :~ 717418-0085 (C) Mervin I. I6xk, Ill Sworn to or affirmed and subscribed before me this ~-.~ . c xGlen~l~a F~rnerT~trasbaugh.~,~egi,ter The petitioner(s) above-named swear(s) or afffirm(s) that the statements in the foregoing petition are true and correct to tho best oftbe knowledge and belief of petitioner(s) and that as personal representative(s) of the above deendeat pefifiouer(s) will well and truly administer the estate according to law. NO. 21- 04-~ Estate of MERVIN I. KECK, JR., Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~o~ g ,2004, in consideration of the petition on the reverse side bereot~ satisfactory proof having been presented before me, IT IS DECREED that the insmunent(s) dated October 10, 2000, described therein be admitted to probate and filed of record as the last will of Mervin I. Keck, Jr. and Letters Testamentary are hereby granted to Kay E. Keck and Mervin I. Keck, m. Olenda Famer-Strasba~gh, Register 6tWills ~-gc3 FEES Probate, Letters, Etc... $ ~3.~ Short Certificates ( ).. $ ~- crc~ ¢ $ q. oo TOTAL ~ $ 1[~4. ~ Filed ...\~..~:..a3.~. ................ Robert R. Black, Esquire 36 South Hanover Street Carlisle, PA 17013 (717) 243-3727 (0626'7) his is lo certil~ that the information here given is correctly cnpied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the Stale Vital Recnrds Office tbr permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for lhis cellificate, $2.00 P .0783803 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ·VtTAL RECORDS CERTIFICATE OF DEATH ,. Mervin I. Keck, Jr. ,. Mt=' 198 -- 30 -- 2035 *.11/12/2004 ~ 9/1/1938 hermansdale, ,~D E.~[] ~[~ ~"~R ~.~[3 ~Middlesex Twp. ~,lar~mont Nursing & Rehab. Center %.~x~.~ ~ White ~Cumberland Laborer Kay E. Keck IA~THOOOI'7*,~-"~,-- D'~E~t~~C* =T~" ~ 151 ~ss~ ~ke ~.; ~fflisle, PA 17013 ~ ~ ~ 11~16/2004 s~r ~. ~s ~rlisle, PA 17013 I~.FD 012633 L Brothers Funeral Hc~e, Inc., Carlisle, PA LAST WILL AND TESTAMENT OF MERVIN I. KECK, JR. I, MERVIN I. KECK, JR., of Upper Frankford Township, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker,.as soon as may be convenient after my death r~ PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my dea~h, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. ' ' DISTRIBUTION OF RESIDUE THIRD: I give the rest of my estate in equal shares to my daughter, Kay E. Keck, and my son, Mervin I. Keck, III, provided they shall survive me for a period of thirty (30) days. If they shall not so survive me, I give the rest of my estate, per stirpes, to the issue of Kay E. Keck, who survive me for a period of thirty (30) days. PROTECTION OF BENEFICIARIES (Spendthrift Provision) FOURTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Provided, however, any beneficiary may assign any part or all of the beneflciary's interest in my estate to any one or more of my descendants or to any one or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENEFICIARIES FIFTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to initials the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. POWERS OF EXECUTOR SIXTIt: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof, to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS SEVENTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTOR/RIX EIGHTH: I appoint my daughter, Kay E. Keck, and my son, Mervin I. Keck, III, or the survivor thereof, Executors of my will. WAIVER OF BOND NINTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE TENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS ELEVENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. /o ,2000. I have signed this will this day of Mervin I. Keck, Jr., Testatrix Witness Witned ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Mervin I. Keck, Jr., the Testator in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testator sign and execute the instrument as his will, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as a witness and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~e~tht~r, Mervin I. Keck, Jr. Witness Notarial Seal Su~mn K. O,Jyar, Nota~ Public Carli$1', Bom, Cumberland County MY Comrnlulon Expires Sept. 4, 2003 Member, P~lrlsytv~)~le Association et Notaitas CERTIFICATION OF NOTICE UNDER RULE 5.6 lc} Name of Decedent: MERVIN I. KECK, JR. Date of Death: November 12, 2004 Will No.: To the Register: I certify that notice of 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: Name Kay E. Keek Mervin I. Keck, III Address 151 Opossum Lake Road, Carlisle, PA 17013 1101 Lindham Court, Apt. 310, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: Robert 1~ Black, E~q.' 36 South Hanover Street Carlisle, Pennsylvania 17013 Telephone (717) 243-3727 Capacity:__ X Counsel for Personal Representative Personal Representative \ __EX_ '* cot.NlNWEAL.THa= ~VANIA DEPARTMENT a= REVENUE DEPT. 280601 HARRISBURG, ~ 17128-0001 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COONIY au: VEM ----- IlIIIlER OffiCIAL USE ONLY ..............u...uu...........................nn....................................... FILE NUMBER 21 04 1123 I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIlDI..E INITIAl) Keck, Mervin I. Jr. DATE Of DEATH (MM-DO-YEAR) DATE OF BIRTH (MU-DD-YEAR) 11112t.2204 0910111938 (IF APPt.K;ABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAl) NIA THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAl. SECURITY NUMBER SOCIAl. SECURITY NUMBER 198-3Q..2035 W l- li:~fI) u<<li: wGo8 :I:~...J uGoIll Go oc( ~ 1. Original R8Ium D 4. Unied Estate o 6. Decedent Died TesIaIe (AIIIdl t:qIJ rlWI) D 9. UigaIion Proceeds RsaMd 03. RemaindarRelum(_of_piarlD12-1U2) o 5. Federal EstaIe Tax ReIum Required ..!... 8. ToCal NIIllIber of Safe Deposit Boxes D 11. EIemon to fax under See. 9113{A) (AIIIdlScflOl o 2. Supplemental Return o 43. Future InIeRlst Compromise (daIerl__12-12.a2j o 7. Decedent MaInlained a Living TIIISt ~t:qIJrI~ o 10. Spousal Poverty Credit (daIerldedl-.en 12-31-81....1.1-951 ... z W NAME ~ Robert R. Black, Esquire ~ ARM NAME(lr~) m Landis & Black ~ TB.EPHONE NUMBER u (717) 243-3727 COMPlETE MAIUNG ADDRESS Landis & Black 36 South Hanover Street Carlisle, PA 17013 z o ~ ..J ::) l- ii: < () w a: 1. Reel EsIeIe (Schedule A) (1) 2. Stocks and Bonds (Sc:heduIe B) (2) 3. Closely Held Corpondion, ParlneIship or SoIlt-PnJprieli (3) 4. MorIgages & Noles Receivable (Sc:hedule D) (4) 5. Cash, Bank Deposits & MlscellBneous Personal Property (5) (Sc:hedute E) 6. ~ Owned Property (Schedule F) (6) o Separate Billing Reque&ted 7. InIer-VM15 Transfers & Miscellaneous Non-PrubaIe Property (7) (Sc:hedule G or L) 8. TalaI Grass Assels (loIaJ lines 1-7) 9. Funeral Expenses & AdmiJistrative Cosls (Schedule H) (9) 10. Debts of Decedent, Mortgage L.iabiIIies, & Liens (Schedule I) (10) 11. TIlIaI DedudIons (lolaI Lines 9 & 10) 12. Net Value of &tale (Line 8 milus line 11) 13. ChariIabIe and Govemlllllldal BequestsfSec9113 Trusls for which an election (0 fax has not been made (Schedule J) 14. Net Value SubjeclIo Tax (Line 12 minus line 13) SEE INSTRUClIONS ON REVERSE SIDE FOR APPLICABLE RATES j..........6FFiCiAL.liSE.ONLy..........; 52,458.65 51,145.29 0.00 0.00 18,4n.06 ,......, = C'.:> <On ~ "" () r~~ ~r~'Gj :::D "'J C''-) (~) ~::; c-.-; r-=h CJ C::J =0 -.-~-! - .. fTl "~--j--) .&:"" 0.00 ;::". -~...... ~.... 63.062.01 ;,7 '!? .<::...........................,............,:;!.J,-;,:;;:l.........; N -.,-, 185,143.01 (8) 17,On.44 RqR7 16 (11) (12) (13) 26,064.60 159,078.41 0.00 (14) 159.078.41 Z 15. Amount of Une 14 taxable at the spousal fax 0 rate, or lransfeJs under See. 9116 (a)(1.2) 159,078.41 LO 45 (15) ~ ~ 16. Amount of l.iIe 14 taxabIa at lineal rate x.o_ (16) ::) Q. 17. Amount of l.iIe 14 faxabIe at sibling rate x .12 (17) :E 0 18. Amount of l.iIe 14 faxabIe at colaleral rate x .15 (18) U g 19. Tax Due (19) 7,158.53 7 -,.1,,~~t.~3 Decedent's Complete Address: STREET ADDRESS 388 Frvtown Road CITY Carlisle I STATEpA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. CredilslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 7,158.53 Total Credits (A + B + C ) (2) 0.00 3. InterestJPenalty if applicable D. Interest E. Penalty TolaIlnterestJPenalty ( 0 + E ) (3) 4. If Line 2 is greater lllan Line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 7,158.53 A. Enter the interest on the tax due. (SA) B. Enter the loIaI of line 5 + SA. This is the BAlANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 7,158.53 .:.:-:.:-:-:-:.:.z.:-:.:-:.;.. :;:::::::::::::::~:::::::::: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING ANT IN THE APPROPRIATE BLOCKS .::::;:::::::;::=:;:;~::::f :-:-:.:-:.:.:.:.:.;.;.;-:-;.:.: 1. Did decedent make a bansfer and: Yes No a. retain the use or income of the properly IIansferred;...._................................................................................... 0 iii b. retain the right to designate who shall use the property IIansferred or its income; ............................................ 0 [Kl c. retain a rev8lSionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 iii 2. If death oca.rred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [i] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iI 4. Did decedent own an Individual RelirementAccoun~ annuity, or other non-probate property which contains a beneficiaty designation? ........................................................................................................................ 0 [iI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IhIer penaIlies of JIllIPy. , dedln hit, '- ___iii rHm. inIidng ~ sdl8IiIIes 1RI slalIImenl$, lRIlD.. best rimy IatOIIIedge lRIl1e1l( it is ftue.lXIlf8Ct 1RI c:tIqIIeIe. 0lIcIaraIlIl rI fIIllPII8r oller ............. ....-am is based an III inIamtaion ofwticll pnlplf/fIf has any knltwledge. SIGNATURE ~ PERSON RES~IBI.E FOR RUNG RETURN _~~[~t ADDRESS Kay E. Keck, 151 Oppossum Road, Carlisle, PA SIGNATURE OF~O~ 1lfAN REPRESENTATIVE -- . __~ ~ (,k" ADDRESS Robert R. Black, Esquire, Landis & Black, 36 South Hanover Street, Carlisle, PA 17013 III ~.I Jr'Wt. tJr Mervin I. Keck, III, 1101 Undham Court, Apt. 310, Mechanicsburg, PA DA~/ /1 I {OS (trr 65 .:.:.:-;.;.:-:-:.;.;.;-:.;. For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of llansfers to or for the use of the sunriving spouse is 3% [72 P.S. ~9116 (a) (1.1) (OJ. For dales of death on or after January 1, 1995, Ihe tax rate imposed on the net value of lransteIs to or for Ihe use of Ihe sulViving spouse is 0% (72 P.S. ~9116 (a) (1.1) rull. The slaIuIe does not exemot a transfer to a surviving spouse from lax, and the slatutory requirements tor disclosure of assets and filing a tax return are stiR app/icable even it the surviving spouse is the only beneficia/y. For dales of death on or after July 1, 2000: The tax rate imposed on the net va/ue of IIansfers from a deceased child twenty-one years of age or younger at death to or tor the use of a natural parent, an adoptive paren~ or a stepparent of the child is 0% (72 P.s. ~116(a){1.2)~ The tax rale imposed on Ihe net value of llansfers to or for the use d Ihe decedenfs IineaJ beneficiaries is 4.5%, except as noIed in 72 P.S. ~116(1.2) (72 P.S. S9116(a)(1)J. The tax rate imposed on lie net value d Iransilrs to or for the use d the decedenfs siblings is 12% (72 P.S. ~116(a)(1.3)J. A sibling is defined, under Section 9102. as an individual who has at least one parent in COIMIon with the decedent, whelher by blood or adoption. REV-1502 EX+ (6-98* COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Kec~MennnI.J~ 21~1123 AD real pmperty 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 exc:hanged belween a wiI~ buyer and a willing seller, I18iIher being lXllql811ed 10 buy or seD, boIh having I88SOII8bIe knowledge of the relevant facts. Real property which Is joInIIy-owned with light of survlwrship must be disclosed on ScIledule F. ITEM NUMBER 1. SCHEDULE A REAL ESTATE DESCRIPTION .....-. ....... .......... ""H_'h.. ....... ............. [T raet of land containing two (2) aaes, 56 perches, more or less, wilh residence erected VAlUE AT DATE OF DEATH 52,458.65 ~lhereon situate in Upper Frankford Township, Cumberland County, Pennsylvania, as recorded :Cumberland County Deed Book .p, Volume 19, Page 357. Known as and numbered .....................................................................-....-.-... .--..-..--...................--................ .-.......................-.. ........... :388 Frytown Road, Carlisle, Pennsylvania. Assessment- $49,790.00 :Appraised value - $53,000.00. Net sale value $52,458.65. See attached selllement sheet 52,458.65 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert addiliona/ sheets of the same size) REV-1503 EX+ (6-98.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Keck, Mervin I. Jr. FIlE NUMBER 21-04-1123 ITEM NUMBER 1. AD property joInty.ewned wItIl right of survIwrshIp must be dIsc:IosecI on Schedule F. 2., DESCRIPTION .1434.414 shares of Federated Equity Income CL A@ $17.23. See atfached letter. shares of Federated Stratejjc Income CL A @ $8.82. See attached Ieller. units of MTB Money Market @ $1.00. See attached Ieller. VALUE AT DATE OF DEATH 24,714.96 26.371.62 3.: 58.71 TOTAL (Also enl8r on line 2, Recapitulation) (.......................................~~.~~~.~:29 (If more space is needed, insert additional sheels of the same size) REV-1508 EX+ (6-98) *' COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Keck, Mervin I. Jr. FILE NUMBER 21-04-1123 Include the proceeds of IiligaIIon and the date the proceeds were received by the estate. AD property JoIntIy-.ed with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION n. ...... n. .... ..... .... .......__....~. ..... .................. .__.... .. n...... ...... ......... .... .......hhu............._ ._ hu ... ..._.... ..... 1 M&T Bank checking account #2679014445. See attached letter. .... ..... .. .......... ....................................................................................................................,............................. :$4,302.48 Principal, $ .24 Interest ;-.-.......-.....-...........".".-.......-.......-.-...............-.....".....".-.-,..-.-..."....."....."............_..-.....-.-_..............-~..............._._._............................".-.-................,... ."......................... .. ...-......,...........................................,.................,.."..........................,...................,..., 2. :M&T Bank savings account@015004200907664. See attached letter. Jean R. Keck died 611on994. j$3,314.62 Principal, $ .65 Interest 3 : Personal property as per atlached appraisal by IBIS Appraisal Services. 4. Sprint, refund. 5. :Proceeds, sale of 1990 Chevrolet pickup truck. 6. Cingular, refund. .... ......'_...........'.',....-................,....'..........,......'..,.,.,..........'.',.,'......,........'..,.,'.'.',..............-, - .... ....-....,.' ........,.,. ..........".... ...... ,.,-- .. '.......................... .....h............. 7. :Direct TV, refund. 8. Nationwide Insurance Co., refund. 9. Sale of cement mixer. 10. 'Proceeds, sale of 1996 Chevrolet Caprice sedan. 11 :Nationwide Insurance Co., refund. ..,.,'.......................................................'.'......................,..'..,'...................................................... 12. Bankers life & Casually, refund. 13. :Glenda K Ford, lift chair. .- .'. .. ........h.. '.... ,............, ._ __''...... __..... . .... h...... .. _.._, .......,............__............'..,'................. 14.: :Adams 8ectric, retirement .. .: ,...............w................w..............w............ ................,......w.......... . ........ . ..... ................ TOTAL (Also enter on line 5, Recapitulation) $ (If more space Is I1lIflded, insert adcilionaI sheets of the same size) VALUE AT DATE OF DEATH 4,302.72 3,315.27 2,824.83 20.01 3,000.00 19.09 23.91 . 82.80 100.00 4,000.00 37.00 107.99 '.'. 600.00 43.44 .. . : . 18,4n.06 REV-151O EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Keck, Mervin I. Jr. FILE NUMBER 21-04-1123 This schedule must be c:ompIeled and filed if the answer ID any 01 questions 1 through 4 on the _ side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY N:WlElHENMEOFlIE--,__ro__ EXCWSlON lHE IIIOE llF1lWISFER. IilW:HAfX1F1'( llFlIE DEED RlR RfM.ESOOE. Allstate Insurance Co. Annuity No. GA56505O. Annuily value as per TAXABLE VALUE 63,062.01 UH ..... ..... __n._........._.._...... ..... .... ...._. .................. ....... ....... .... .... ..... -... .............. .........-.. TOTAL (Also enter on line 7 Recapitulalion) $ (If mlll8 space is needed. insert additional sheets of the same size) 63,062.01 REV-1511 EX+ (12-99. COMMONWEALTH OF PENNSYLVANIA INHEfUTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Keck. Mervin I. Jr. FILE NUMBER 21-04-1123 ITEM NUMBER A. B. 1. 10. 11.: 12.' DebIs of decedent must be IllpOl1ed on Schedule L DESCRIPTION 1. f.!J.tf.eAA!...ex..P.~ES;h' :~~~:~~~~~~~,~:. 'Grave opening. ._--.......-.-.... d.. _h....._.... ............_........ --.-.--....-..........-...............--......... .<-n.._............................................ ....... ,.:~:.:~~76.~ .. --........... .. . ... 995.00 .:-:-:.:.;.:.:.:.y.'." _n..........."... ._...._............ ..................... ...........-.... .. ... .... ......... ..---......-.....-.-......... -.. ..._....h.... .....u...... ..._................... ...... _............. h_____... _..... n... ................. . .... ..-- ...... .......--. ..... .....-. .......... .....-... .. ........ ..- .... .........-...,--................... ADMINISTRATIVE COSTS: Personal RepnlsenIaIMl's Commissions Name at Personal ReplllS8lllalive(s) Social Security Numbel(s)IEIN NlIllber of Personal Represenlative(s) StreetAddR15S . Cily Year(s) Commission Paid: . St8te , 2. Attorney Fees 3. Fanily Exemption: (If decedent's addR15S Is not the same as cIaimant's, attach explanation) ..........-..,... Claimant : None .. '......,. ...-............."... .. ......."....,." ........ . ................' .... ....., Street AdclR15S City Slate Relationship of Claimant to Decedent 4. Probate Fees 5. Accounlanfs Fees 6. Tax Return Preparer's Fees 7. ;Oirect TV. invoice. . ...'.h,............ ........ ..n_..._.. .. 'n. ......................... .....,................. ,..................... .. .. n... .... . ........... .. ................. ..................'... ................. ......... ._........_.....__.... 8. 9. ,Bank Card Services, invoice. ... ........... ... . .... ... ............. ........,-..... ....................... ....... ;Adams Bectric, invoice. :Carlisle Petroleum, invoice. AMOUNT ..................... ................... ... .-......._-.. ................... . ... .. . ... ........ '-'.- ,........ ................................---.. :':.....'.'...'..,................',..v,.....................,...- . .... 'Zip 0.00 8.405.72 212.00 0.00 25.00 :::':.:.:.:.~:.:.:-:.:.:-:.:.:.:.:':.:.:.:-:.:-:.:.:.:.:. .........-........... ... ................... .........h_..... ...._..............h ,.,..........,.... :Gf()~.~~Agency.~~~~: Adams Co-Op. invoice. ....................... .....,........................................... ...',...........'....,.,'..........,.........,....... .......................... TOTAL (Also enter on flll8 9. Recapitulation) (If more space is needed, insert additional sheels atllle same sia) 25.18.'. 298.40 .. ................. 159.50 '. 16,075.78 REV-1512 EX+ (12-83) *' COMIDIWl'Al.l1I OF f'EIIrISY1.\INM INHERITAIlCETAX RE1URN RESlDENrDECBlBlT ESTATE OF FI.E NUMBER Keck. Mervin I. Jr. 21-04-1123 Report debIs IncurrId by 1118 dlIcIdenl prior to dellIb whIcb I'8IlIlIIned unpaid as of the dill of delllb.lncludlag .............. .-cIIaI upenses. VALUEATDATE Of DEATH ITEM NUMBER 21. 22. 14., 15. 16. 17. 18. 19. 20. DESCRIP110N 1. ,-' ..... U' 0.. ".... "....- -. .......... "_.u ..... -.. -... ......... _Un, .._ ...nnn....... _ .n.......... ... .........hh... "n_ ....h...... ........n.. ....u.........h.... .......n.. .u..... u _.". ~ShirIey Arnold, Tax CoIecIor, real esIate tax. :"............-.........................................,....................^'..........-...............-...........-.-..........,..................-...-.-.......................'.............................-,-.-....-.-.-...- : The SenIlneI, adver1ising. ...-...........'.................-,......",-.-..........-...-.-...-.-.......-................... :-.........-.-.".....................................,...._.......-..o!'...-...._......_.._-.....-.-.....................,..'...-,......................................,.........~._v............................":.......................-...-...-................_..................-............_.................................................._...,v.....-.............................~..: jAdams 8ecIric, invoice. . . :...".--..........'...--......---.......-.......-.'.-.-......-........--.........-.........-........................-...........-...-.............................--......,......-.......-.............-.....................................-...................--...,......-............................~._..'_....v.........................................................._......-..~ ;Adams 8ecIric, invoice. ".-.-...................":.............-...................................................-..-................................-.......-.............................-.............,.....................-.....................".........-.,..........................'-'"-.........-....................-........................_........._........_,.....A.,................: jlBlS appraisal Services, appraisal, personal property. :........................-......-.....................!'..............A......-...._.._.......v...._.........-...........................~.....-.....................................................-...._....._.....-_..-,............._-......... ,'.....-.......'.........................'_........-......-.....-............."'........--.....--.-........--...-............-. j Erie Insurance Co., homeowners insurance. ;..-........,.......-..........,......................-................._......-.'...-...._.....,........-..........,....................-.................,............................-........'.-.-........-.-.........-...,.-..-....-........-.--,.--.,'...-........-.-.-,.--....-"".-..,-.:'.._...,..-...-.....'......,........._...............-............,................~.'.....; jKay E. Keck, U-hauI expenses for moving. ...-.-----.~.--.....-.,........--.-'........-,'-~.....-..-....-......-.--.................,................<I'A......'_....-.....-.......-.............................._........'.-.........-......_.........,v................,'_....._..............-...............-.._',..........._...,..............._-.................-...-_......-...v_..._.................._........-.._....:-..~ ,Mervin I. Keck, IH, reimbwse, real esIaIe appnisaI. . . iK;..~..~..;;;;;:.;;;..;;;..;;;~...w...........w....'w...w.......,......,..w.................w.......w...............,.....................w.......w.......w.....w.......w.w.........w~ . . . . ;............-...._..-......................_v............_.................-.......,...........,...-.,....-.._._....-.................._-..,....._.........,..................-.....................-.....,-............_-_-..,....-.t......._............_.........,.............'...-_..-...................-...............................-................................................: ihlams EIecIric, final eIecIric invoice. : .-'.........,..~-..........~._.,-.'_'...-.v.'.............-...-:.....'.............'......,..'...-........................................................_....._..-.....,............_-..................................,......._..............v.~,'..........................................,..............._........-.........._..........-...."'....,....................._.....: .......-.-.-......-.'-.....,......-.-...,................'..-.........................-..................-.......-.t...-....,........._._..............'...._......-,....'................,-...._..._.................................................,..'.....-............'.,_.........._....._................._.,......',......__..................._.........._.................... ~Schedule H Total . . .....-......,-.-....................._....-,....................-...........................,.,'......-....-.........-.."....-,.-..........................-...........-.........'.....-......,...............'..................................'...............'.........-....,.....,........'.v...........,....................................-...............-.'................_......... . . ......-......-.'.. ...............................'.........-........,.........................,............~....-.....................................................................'............................................,................'...............................-_..............................'...........................-.........; '.'-....-.'................~.-........".:-.--...--..............--.....'-.....................................................................-..............-.....-..-.............,.......,.,...-...-......................-............-......-.._._..._._..."'.....v,.....'....................."'.._..."'._......................_-...............__,,'..............: .---,.............,...............-......,........'.................'.................--.-................,......_....-.....r.........._v...................._-.............. ,.,-.._...,.....,...........:-.-.............................................................-_'......................._._._.......................-...-......,....-.-_.....~ .-.........,.,...-.........'..--, ..,..-....,....:-..-..-....-............,.......'.......:'~....-.......'.....-.........'...-......,......-.....-.'..........-.....-.........-.........'....-.,.1"..,...-....................'........-.........-.._._....'.......................................:'.'................................................._..............-.....-............._..: ......,._-_.......................-.............',+..-......-..._-.....,.....,. ............_..-,.......~.,-........,...,'..........,....-............................-.........-......-...............,...._..'..,-.....................-...............................................',....................................-.....: .-_...,...'.-......_......,'..-..........-...-.....:',......'.........._-.......................-...............~..'...-...................-.........................-...+........,...-..........,.,..'.-.'..~..................,.............,.....<..'...............-...............-,....'.-.-_.,.......-....-.!'............,..< ..............-......................-. .......:'..,.-....N...........-,F.."'.-_..-...............'....,....................................................................',....'...,.................-.........'............'......~..........."'.....-.-_....-...............-._.......-.'...-...........'....................._...............~..-.......":...._....'.................: . . :-..............'..................................-...".l'....,...-.........................'....,........-...............-~..........................................-........................-.-.............+......".."......_'~.".'.............................."'................",..-...-_.......................-.-.....-.....................:'-.....~..................u.............;. . . :-.'_....-........,-..............,........-.............:-0............................._.....:-0.-.-"....................,1'..._................................_...,...............J',.-........................_............................................................'....,.,.............._.'._.._..'................................".._....~........"...._..,.,...,................_.....,.~ , . ;'..,.............-.......--,-....,..'.........'-....'.........'...............-......-~.......................-..........A......-...........-..............,......-............................_..........._....-................................-.........................................~,....._..................._........................._....................,.................,..."': ... _-.-'. .-...',..-.-..-....,._..."'.."'.......'_-_..:'...4,'.,.-..,_.__.... _._.'_._-.'_ _.. _._. .'.....'..,...,.,......'.-_.........................._........'..,.......~..........__..._....-...'...-_........-...-..........._....,-...~....'.'.-...._'...._......-................._'...............'....."......,. ...'...._..-.'.',......-.:.............,... ........-........-.-.....................,-.--...................-.-....................................-....--,.".....................-.-...'...............-,.....-.,.....-......~.......J:...................._..................-..,..v....,............-.......-...'........._.....'................................._.....o!'...-.........-.-.......: _U' .-.. ... .-.... hh_H.. ..... ......... ....h......... -... .... h.......... ...................... .................... _... .... .__...... n.~....... ..... ..... .... h.... .n...... .._. r";"":-:<<<<<-'X*;"';"1'16~97 . :~:::~:::::::::::>::::::_~~:_::::;.:.:.:...::::.;.:.~:_;:..:;:-' ::. 43..98 ~~-:.:...:.~.:.;.:.:.:.:.:.:-:.:.:.:-......'.. ;.:.~.:.~.:. ;:-:',' '.- - ....:';.... -. . :".:.-_.:.:.:.:-:.:.:':-:-...:.:.:.:.:-:..::..:.:-:....;.....;~..,' -.; ::-;.'.-. . 39.18 ~~..~...................................'_._..............-.'.'.....-,..---.-..... . ..-......-....-......,.-.............,.............,.-..,.......'..... <. ~:.>;;:.:.:.:<.;.:.m:.:.:<.".:.:<,:.:<.:"'.,,~~;:~J. ::::~.:.:.;.:.:-:-:...:.:.:.;.;-:.:~:.:.:+:.:.:-:-:.:.:.:.;.;-:.:-:.:.:.:.:.:.:-:.:,:-::: 300.00: ........_...-,.......h...-................_...-....._ 51.00 "_'hu. ._._ ...,. .:'..,F.......-.......-..........-.......-___ ............ ..'_.....v......_.............'..."..'.-_,. ................--.... .; ~;.....................................,......... 80.63 -.-.....,..'....-................-.-.-..-,......,.........,-_...-...........,..... 140.00 .. ::::.:.:.:-;.:.:-:.:.:-:-:.;,.~:<<.;.:.:.:.:.:.:.:-:.:.:-:.:.;-:.;.:.:.:,:,~.:,'. :.r.:-:.;.:.;.:.:.:-:-:.:.:.;.:."';.:-:.:.:~~.:-:.:.:.:.:.:.:.:.:.7-;...:,'::._.. t..w........w...,..w........w~~~OO ... [:::::::::::.:'.::'::::~::..:::':.~~.87 : :.;:>!:.:.:-.:.;':.:.;.:-:--:.:.:.;.:.:.:-::.:.:.;.:.;..::.;.:.;..:.:.-..;.:.: .....---..-.-,........-...-................".."..............,.. .......,..................-.. ... :.:.:...:.:...:.:.;.:.:.;.;.:.~.;.:...::.:.:.;.:.:.;.:.:.:.:.;.:.:.: ;.:.... i~ 16,075.78 ~":-:.:.:.:.:.:.,;-;-:.:.~.:.:.:-:-:.;-:.::;.:.:-c.;.:.;...:-:.;.~';'.';'..:-:"__ :e::w;.;.;.;.:.:.:-:.:..::.;.:.:.;..;.:.:-:-:-:.;:-:..,;....::<..;...'.:-" .:.:.:.:-:.:.;.:.:.:-:.;.;.:.:.:.:.;.:.;.:-:.:.;.:.;.:-:.:.:.:-;':-:-:.:-:':':':'.: tC:::::::::~:::~:::'::.::::::~':::''':'........ . =::-:-:-:';':':.:-;.;...:.:.;.;.:.:--:-;,.:.:.;.;.:.;..:.:.:-:.:.:.:,..;.... ;';.%-:-:':-:-:;'::<-:':.;';';.;';';':';-"."':';':':.:-:'.-:....... 3:':-:':-:-:-;':-::.:-:.:-:':-:'~':-:-:-:-:':':-,:':.:':":':.;"-'.:....,. i -:-:.;..:.:-;.:.;.:.:.:-:..:-:.;.:.:.:-:..;-::.::-;---:-:-:.;.;-:-:.;.:.:,:-:.-... .... ':-:''':-:'--:.:.:-:-:-:.;.:.:.:.;.:.;.;-:.:,:.;.:-:.:.:..:..::,:-:.;,:. -:':';';.;.:-:-:-;.x"''''';;';';';':':-:':';';.:-X';';':-;';..:'' :f':-:"":':-;,,;,:-:,,;':-:':';:.:.-..;.:-:.:.:.:-:.;.~.:.: ,;.:.:. :,., . ,. ;.;-:..;.:-:.:.:.:'-.~.::.:,:.:.:.:.;.:.:,:.;.:-:- z-.........,...,..........',-...,....-...-.......... :~.:.:.:-;.:,.:-}:';.;..:-:-:.:.:.;.:.:.:.:.;.:~.:.:-:.:-:.:';:.:-:-:;. :::-:-:-:';.:.:.:.:.:-:.:-:,:-..:-;.:.>>:.;.:.:-:-:-:.:.:,:.:.:.;.';,....... ~.."\,........._.,._........v......_............._......:' .....v......................".,...............""....-.......'...-_-_........, <. ::: t.x-:.:.:.;.:*:.:.:.~:.:-:.:-x.:.:.:-;.:.:_:...;-:-:.:.:.:.:.:.;.;._. :~:.:~.:~.:.:':--:.:.:':.:.:.:---:-:.;.:-:.;.:..;-:-:-:.;.:-:.:.:-:.:':,:,:.;.:.:.;-:...;- ~~...-_..........._...... -. .........,...,.......-_..' ~;.;.;.;.:.:.:.:.:.:.:.::-:.:.:,:.:.:.;.:.;,::,:.::;.... :'-:-:';':':':':".:-::.;;.:.;,;-:-:.-...:.:.:.:.:.;,;.;.:.;-.:.::. :.:-..,.......-......-.,....,...............-.....,...........,..-..'-' ~...,.,...................~."....,....,..,....."..~........-.-.,,.,.....-..... ::::-::-:.:.:::.:.:.:.:.:.:~.::-:.:.::.:.:.:~,;.:::-:.;.:.::..' :-:-.......................-............-.....-.........................:',.....:--.-.........4......,.. TOTAL (Also enter on line 10, RecapiluIation) $ t':':'>>:".:.:':';';;':.k:,,~.?:;?!?~-04:4 (If more space is needed, insert addilionaI &heels of the SIIIIIII size) REV-1512 EX+ (12-03) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABIUTIES, & UENS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Keck, Mervin I. Jr. 21-04-1123 Report debts Incurred by the decedent prior to death wblch remained unpaid as of the dale of dealh, Including unreImbursed medic:aI expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ; Bank One, aeditcard 4417-1685-2610. ..........-- - n...... ........,0... __.. .. ............. ........_up......._......__. 2,530.94 2.' jBank Card Services, credit card 4264-2973-1700-3114. 3. 'Sprint, invoice. -..........-..... .......-........-......_..u.......h......... ..........-.-.... ..........-.................................--- H............................................................___................_u... ...........................................h..._......._...._h+..................._. ...-....,..........-.-.........-........................,................".......-..."......."......;. 4. 'Direct TV, invoice. 23.91 5. : Adams Bectric, invoice. 30.61 6. [Cingular, invoice. .....-.-.......,.-............-.............v....o.o.. _.__.............,. 7.. ; Metro Medical Services. invoice. 8.; ..".-..,..-......,"............,...,...........,._._".......-..,.................,-..........,......-...........-0.......,....".........-.......-.......'..............,.......,...,..._.............._.............. ...u............... u............_...._U...h. ............-..... ........ 'AM Financial Services, credit card 4264-2967-5385-8106. 2,500.00 .............................-..0-..'.....,.............,......_.........'..,......_........................................._..._..............._.............' 9. :AM Financial Services, credit card 4264-2967-5385-8106. 1,000.00 459.26 10. ...-...-.......................-...............-.....-~....-...............-...-."-..-.......-......_'...............-.-.........-.......-.........---.-.,..... ....-.-_...~..-.........._---.-...-......_....-_..._.-........~... .-...-........-.-....-...........-.-.............-. .-.-..... ;AM Financial Services, credit card 4264-2967-5385-8106. 11. [Richard E. Keck, repair services. 124.00 12. : Ronald E. Karper, repair services. Fmancial Services, credit card 4264-2967-5385-8106. 1.84 593.93 13. 8,987.16 TOTAL (Also enter on line 10, RecapiIuIation) (If more space is needed, insert addilional sheets of the same size) REV-1513 EX+ (9.00) *' COMMOHWEALTH OF PENNSYlIIANIA INHERITANCE TAX RETURN RESIDENT DECBlEHT SCHEDULE , BENEFICIARIES ESTATE OF Keck. Mervin I. Jr. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABlE DISTRIBUTIONS [lIc1ude outright spousal distributions. and tJansfers under . .. .s.e.c...~11~(aH~~Luu nnn n..u. 1. Kay E. Keck, 151 Oppossum Road. Carfisle, PA 17013 FILE NUMBER 21-04-1123 RELATIONS"P TO DECEDENT AMOUNT OR SHARE Do Not list Trustee(s) OF ESTATE [Daughter 0.50 0.50 2. :Mervin I. Keck, III. 1101 L.indham Court, Apl310, Mechanicsburg, PA :500 II ENTER DOllAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON lINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET NON- TAXABlE DISTRIBU11ONS: A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ElECTION TO TAX IS NOT BaNG MADE B. CHARITABlE AND GOVERNMENTAl.. DISTRIBUTIONS 0.00 TOTAL OF PART 11- ENTER roTA!.. NON-TAXABLE DISTRIBUTIONS ON lINE 13 OF REV-1500 COVER SHEET (If more space Is needed. Insert additional sheets of the same size) LAST WILL AND TESTAMENT OF MERVIN L KECK, JR. I. MERVIN L KECK, JR.. of Upper Frankford Township. Cumberland County. Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment ofmy funeral expenses, including my gravemarker. as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death. of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. DISTRIBUTION OF RESIDUE THIRD: I give the rest of my estate in equal shares to my daughter. Kay E. Keck, and my son, Mervin I. Keele, m. provided they shall swvive me for a period of thirty (30) days. If they shall not so swvive me, I give the rest of my estate. peT stirpes. to the issue of Kay E. Keck, who survive me for a period of thirty (30) days. PROTECITON OF BENEFICIARIES (Spendthrift Provision) FOURTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Provided, however. any beneficiary may assign any part or all of the beneficiaIy's interest in my estate to anyone or more ofmy descendants or to any one or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENEFICIARIES FWl'H: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to . l( ......,-1 ' . initials the ~ maintenan~ support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. POWERS OF EXECUTOR SIXTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner. and for such price or prices. and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property. without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property. pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereot; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management. administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS SEVENTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minots health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may. in discharge of all the guardian's duties, pay any minots share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTOR/RIX EIGHTH: I appoint my daughter. Kay E. Keele, and my son, Mervin I. Keck, m. or the survivor thereot: Executors of my will. JJ1/1 /~ initi8Is WAIVER OF BOND NINTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABiliTY OF LANGUAGE TENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS ELEVENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. 10 -Ot day of &10&61<.. I have signed this will this . 2000. h~ ~/~~ Mervin I. Keele, Jr., Testatrix WfL6~ Witness '/!1 J. niP; a.J Witne. ~ ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTII OF PENNSYLVANIA ) ss. COUNTY OF CUMBERLAND ) We, Mervin I. Keele, Jr., the Testator in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depoSe and say: (a) that I, the Testator. do hereby acknowledge that I signed the instrument as my will. that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we. the witnesses. were present and saw the Testator sign and execute the instrument as his will. that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each ofus in the hearing and sight of the Testator signed the win as a witness and that to the best of our knowledge the Testator was at that time eighteen or more years of age. of sound mind and under no constraint or undue influence. 11/(f/l'~~' ,-[.:. )c::.~A.... Testator. Mervin I. Keck. Jr~ J!if:3flP~ Wi ess .... ~ Ai. >>:P1Lj~) WItness ~ ~R-) ..... "7<l~ f....~ Notary Public Notarial Seal Susan K.G~~PubIc CarlIsle Boro, lbedIliIid CountY My CommIssIon ExpinJs Sept. 4. 2003 Member. ~ AssocIaliDn of NoIaIies _-485 EX~ (1.IJ2) *' SAFE DEPOSIT BOX INVENTORY CXlMMONWI!AUH OI1........VANIA __011_ .-~TAX_ D!Pl'. _1 ....._-..PA I~ (ZIP CODE) DECEDENI'. OF 6. I~/~ I'IIESI!NI' AT 1HE BOX OPENING (STATEJ (ZIP CODE) (STATEJ (ZIP CODE) (STREET ADDRE$SJ IOTYJ (STATEJ (ZIP CODE) Co (NAME) (ltEI.A1IC)NSta (STREET ADDRESSf IOTYJ (STATE) (ZIP CODE) &X'" NAME AND #~ OF FINANCIAL INS1IIUIION WlBElHE SAFE DIPOSII' BOX IS LOCAlED (NAME) t1A ~ r ~NK (STREET ADORESSJ . S IIs-f o (STATEJ (ZIP CODE) ...to vK .. (NAMEJ (STATEI (lIP COOEJ ~ 1>R.t€ WAS A wu. 8IlHE BOX? ,eYES ONO If,... o. Dote.._: It. NaMe.................... I...,J I LLLlur.-. . -.I .. tIIe_ (NAME) (STATEJ (lIP COOEJ i j'Q_A.. .a. ~~. .., IStATEJ (lIP CODE) SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Report total only. (2) StocIrs: list in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designaled by name of company, certificate number, date of certificate, name in which stodc is registered, and number of shares and doss of stocle. (3) OWigatiot.s of u. S. Govem......t. Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, ete. (4) BoacIs: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Scm.ga and Loan p..........: State name of depositor, number of boo~ last date appearing in book, name of bGnIc and branch, and balance. (6) Jewelry, Colas, Stamp.., Manuscripts, etc: Ust and describe as fully as possible. (7) Deeds, ......., Current Insurance Policies or other e~ of indeIrtecL.ess: list and describe as fully as possible. (8) AD ....... can''''.. Page of IJ'EM DI!SCRIPnoN (Q .2U c:IIAN8t ~ A Settlement Statement u.s..~GlHcllIlIing"'~~ B.. T-Gl~ OMB AIIIInNIII No. 2502-0265 1. IlFHA 2. []FmHA 3. 1JQlnv....... 1 6. fill Nlmler 11. Loan Number 18. MDl(gBge IIIu-=e c.e Number 4. nvA 5. nc... Ins. lJ5.8D2& c. NDle: --,.......~...t::..;;.. ..........,---..----...-....- 11IIeEJpRJss SlIIIeaBIl SJsIBm ~..:.~=-... --~~"r.."t1..sr-~......~"':.._=_~......- D.IWE OF BORROWER: Lee c.JenIdns and PnIdInceColta JenIdns ADDRESS: 255W....- A.un ....VaIfL NY1CJQ25 E IWE OF liElllR: EstaIe of IIlIIvin L Keck, Jr. ADDRESS: doRabertR. - ~ 36SHanower- ,........ PA 17013 F. fWlE OF lENDER: NtA ADDRESS: G. PROPERlY ADDRESS: 388 FtyIDwn Road, NewvIlle, PA 17241 UaIIlliFrankranl TmrnshIa H. SET11..EMENT AGENT: lIg Spring Land T.... Company, Telephone: 117.-.a020 Fax: 117-24M026 1UCE0F : 34-SDiAit.nanr-......w.. PA17013 LSEmElENTIMlE: ~ J. OF Be TRANSACTION: K. SUIIIIARY OF SEl.lER'S . 1ao. GROSSAMOUNI' DUE FROM BORROWER _ GROSS AMOUNT DIE TO SEl.I..ER 101. ~..."""'" 401. CaIbd",1IIb 1l1Z. 402. P8saDlII Pmn8dw 103. s.-.a..t.......IIt-.-... 'I.tIIM 1.311l2i 403.. 104. <<14. 105. 405. far.....-.........In ___ far....IIIIid.........1n 8IIWlRe 101. ~... 08fll5ID51D12I31II5 Q.74 <<11. CDdrIams 8&U5"12I3W5 Q:14 ,. ScIlIIaIT_ __1D8lif3lIID& 551.l16 _ SdIooIT_ lI8III5IlI5l1t_ 557 .lI6 10!1. 4119.. 110. 410. 111. 41,. 112. 412. 1& GROSSAMOUNI' DIE FROM BORROWER 420. GROSS AMOUNT DUE TO SEl.I..ER 2CIO. MIOlIITSPAID BY OR ON EEHALF OF BORROWER 5110. REDUCTIONS" AMOUNT DUE TO SEUER 201. Olmndar !i3IIIUIII 5111. EII:ess !i3IIIUIII 3l2. ... 5Il2. ~ dIlIIII!s lit seier ....,4111J1 1146..15 203. . IlIIIIlIlIIIIIiId ID 5Il3. ... suIiBct ID 21M. 5114. Pad fI fiIIil...... Laan 2lI5. 5Il5. 2Cl6. 5116. 2fJ1. 5111. 2118. 5118. 209. 5119. for .... .... for.... . .... 213. 513. 214. 514- 215- 515- 216. 516. 211. 511. 218. 518. 7t9. 519. 22D. TOTAL PAl) BYFOR 8ORROIIlIER c_.... 5lI. TOTALRBIUCIJONMOUNTDUESEUER &M&.15 _ CASHAT SETIlEIENI"FROM OR TO BORROWER 6CIO. CASH AT SErn.EllENTTO OR FROM SEl.l.ER 301. Gas lIIIIIIIldlleillla __line ,. 601. Gas....._ID....... 302. ....1IIIIIIIIIIs noId..... __line 7ft o;_M 602. Less RllIucIan __"''''58 UM.15 _ CASH FROII8ORROIIlIER 49;1ll.'tJ15 603. CASH TO SEU.ER Q, 158.65 SUBSmUlEFORM_SEUERSTA1aoIEtIr. 1110___.-.,..-..__10...._"'...___ .___"'''._ :"1~_~~"'Ile_ Ol..L..........._II_IoIle....-......___._IlIII_-- 1l>o~____ ====-...:==r..;.--r.:::~b;::-~-..."""-..NndpoI_....,......--_.._..-.-. ~.=r..-.r.lc"':..a:...:....:.===:=.-_..~r.=.,"":~. n 1 ~~."r,:"'.;'..:..Jt=~- 1lN: SIELLBll8I~ SIELLBll8I_UMJNO_ ~ - STATEENT ~~ L PAID FROM PAID FROM 700. urAL ~IISSION"'" an 00= BORROl/Ia"S SEUER'S hldnnU""'....... as IlIIIMs: RNlSAT FUNDS AT 101. ~ SETTl.EIENT SETTLBoIENT 1Il2. ~ 1U3. CamlIssIDn 8IIO..ITEIISP~YABLE Ii cotIEC11ON WITH LOAN D. .... 0MIlIImI fee ~ 8D2. ....1JsaDt ~ lIJ1 11M. QdRllDt 805. fee !IIi. fee 1117. Fee 80lL ... 81D. 811- - BYlRmRTO BE PAID IfNNREE 90l - fta8 ~ --- - !lO2. .... far ~ 9IJ.\ IIr II) lKIl 9ll5. 1_ DEPOSIlED WITH LENDER FOR 11111. IlIO. /mo 10112. IlIO. /mo - Ta IlIO. AnD 1CDl Ta IlIO. hID 1005. IlIO. /mo 1009. 0Jl0 0.00 11G1l. nn.E CHARGES 1101- -.-1Il8 .- 1ft Und Transfer 158JIO 1103. 11M .- 11G6. ~ A. lImB' 5.lIO 1107. 1ft AIIoIR & KuIuIIIds &m.:kB 45O.IIlI ................... NIx \ 11fB. 1ft Land TI8IlIfer 1!I!L7!Ii \ 1 111D. -1!19.75 1111~ 1112- 1113- ... AND CHARGES 1201. '-"re.D8IdS~ . AelBIse S 3lL5D 1~ =u .. 1m. IIIIBT~ .. 121M. 12l15. 1_ ADDI11OIW.SEflLEIEIIT CHARGES 1301.9.- 1m 1303. ~ ..... -..-- UndTransfer 25.00 131M. II:; SdInIll RIll &IrIIR T_ II) Sl*'-J..Armnid.. T.CaIedDr 616.15 1315.. 1:11ll 1317. 1318. 148ll TOrALSEm.EIENT IflIIIer mines 103. SlIl:Ian J "'!ilI2.. SecliDn K\ 1~25 U415 ,___.....,___...._".,. _ u. _-c.....____..........._- .....-k.----'rz........ - c .l~ r. e..... ~d&", {.4~ ~~~ r~7F ~~ =::...ISA_lO-..r__III"_lOnE .....-.---.---...----.....- ~srA1EBClN1MBClR___PEJlM.1EB_COll\IICl'IDH I;Z~"--""- CIIlICUlllEARE_- : mll!f'T.FClRIIEl'M.88EETlI1E1lI: ~ :-7 1 WLClIllElIB:l'DI__samoN-. lIr; - I"-'ak. :1; ~ c~ 1 _....,_ar""_ ~ ~ M&rInvestment Group MaT SecurilIes. Inc. March 15, 2005 Date of death valuation Landis & Black 36 South Hanover Street Carlisle, PA 17013 Re: Account # C3X-032735 nlo Mervin L Keck Date of Death- 1111212004 Description of Security Quantity Date of Death Price per share on Valuation valuation date (NAV) Fererated Equity Income 1434.414 $24,714.96 $17.23 CIA Federated Strategic 2989.979 $26,371.62 $8.82 Income Cl A MTB Money Market 58.71 $58.71 $1.00 We have received the information presented above from sources that we believe to be accurate. However, we do not guarantee their accuracy. The price per share on valuation date is the closing price on that date. Prepared by: r tvrn~ {"Jail\. Tammy Casella M&T Securities Inc 1-800-724-7788 Ilnvestmenfs Are: . Not FDIC-Insured · Have No Bank Guarantee. May Lose Value I l\1Mla'Bank 499 MilchcJl ROOld. Minsbmu,. DE 1996& Mail Code 1)J:--MR-12 Law Offices I..andis & Black 36 South Hanover Street Carlisle., Pennsylvania J 7013 PItunc C88a) 502-4349 Fax (302) 934-29$$ J:mu:uy 12. 2005 Re: Jj.flole of: Men;" l Keclr. Jr. Social Set; 2035 /)ole of DeOlh: November /2. 2004 Dear Sir Or Madam: Per yOu~ inquil)' dated January 3, 2005, please be advi'iCd that at the tUne of death. tIJc. aboYe-named dcccdcnt had on doposiI with this bank the fOllowing: L 7ype of Account Chcdcing Accounr 26790/4445 AcCOtllll NUI1Iber Ownership (Names oj) Mervin I KcdJ,. Opening lJu/e BuIunc:e (111 Dale f)j" DI!IZth 9///67 Gosed 12129104 At:enICl/ /n/l!I'CSI S4,102.48 S 0.24 To/oJ .----.... ...----- ......-.--.. --'-.. ........- - ...-.-.. S4.302. 72 2 Type of Accoum SQllings ACCOUnt Account /Vymher 01.5004200907664 Ownt!r$hip (Names oj) Jean R KecJr. Men"" I Ked;Jr. Joint Owrrers Openil'K Dute BDlance 011 Date ofDctrth 9124190 C.1o.'red J 2129104 $3.3/4.62 Accrued Interes/ $ 0.65 Tolal $3.315.27 Please be advi.'ICd. dIcrc was au safe deposit box found for the ubove dcccdent. For fur1ber 8eCOaat iofonaation. ~ owacnchip, eIosIans and/or n:imbursemcnt offuud., Cle., please caD tile _ Olliee 1# 717-. This customer did have .Brokerage accoums with M&T Ibar are not lisrod above. For info.rmarion or qucsliuns reganling these :JCCOUIJtS. pIcnsc contact our Bmkcrage [)cpartmcm at 1-800-724- TI88. Sinccrcly. . "",_., ... /" ..%..... /1; r. ".' "'f' .....~. :ietr. i I'" .I; f... Nancy Clagett Records Management "~-'-""'-' -.. ~~ -- ~~-:::= -- ~~- ~ ... _. ~ _ e ~- . A ' .. . ;... . '" " _ ~ ~ _ ___ APPRAISAL REPORT OF PERSONAL PROPERTY OF Mervin Keek, deceased date of death (d.o.d.) November 11,2004 388 Frytown Rd. Carlisle, P A 17013 for: Kay Keek, Executrix 151 Opossum Lake Rd. Carlisle, P A 17013 & Mervin Keek, Executor 1101 Lindham 0., Apt. 310 Mechanicsburg, P A 17055 AS OF: d.o.d. November II, 20M Reported on June 18, 2005 BY: ffiIS APPRAISAL SERVICES 145Nlfaz,overSt .RQBar g4 CarbJe,PA 1701J (717)g4:J-:J474 lme !l58-!J5(9 et APPRAISAL SUMMARy It is in my opinion, that as of d.o.d. November 11,2004, the Fair Market Value of the personal property of Mervin Keele, deceased, 388 Frytown Rd. Carlisle, P A 17013: (Two Thousand Eight Hundred Twenty Four Dollars and Eighty Three Cents) ($2,824.83) IBIS APPRAISAL SERVICES Alyssa . P.P. The reool1 must be read in its entiretv. The AnDrllisal SII1II1IUl111 ONLY is not the tlDDraisal reoort Totals by Category Coins & Currenc (Numismatics Furniture Guns & Firearms Household Appliances, Electronics & Equipment modem Lam s&Li Photo by Primitives Tools To s, Dolls, Games & Models $129.83 $20.00 $1,280.00 $510.00 $15.00 $110.00 $103.00 $601.00 $56.00 TOTAL $2,824.83 JJ ~I ;(;UV~ .L..L; ""'":I: ~~~.... V''lIoIP_.___ ~__~a-. P.O. Bo1c 94212 palatine,. .TL 60094-1212 ~ Allstate. bfnt in gaud...... Janwuy 5, 2005 Ms. Sbawnee E. Smith M & T Securities 1 W. High Street Carlisle. PA 17013-2951 Fax # 1-717-240-4518 Re: Administralor for: CoD1r'Iwt No: ClAintRnf(S): Mervin L K.eck Allstate Life Jnsorance Company GAS6SOS0 Mervin L Kc:ckm & Kay Bllcn Kcok Dear Ms. Smith: We have been r8C[1I88ted to CQJDplele Intern&) Rswnue Service (IRS) Form 712 with regard to the refmenced COIdract. The porposo ofFonn 712 is to provide an c:statc or cIonorwith 1110 value ofa life illSlll8llCC ~.b"'" or with its ~ _ of CCIdIIia date (USDally the CJWDC:rS chdc of death or chdc oft.nmsfcr- of the eu.uh4d). 'Ihe COIIImCtm.finaced was an 8Ibiuily \iVUtl.A, wIUch is not repottable OIl IRS fimn 712- The following informat1nrt is provided reprding lbe value of !he annuity and other daIa as of the dale specified: Date of Death: 11/12/2004 Atmuif;y Value* as of'Dare o:fDeath: $ 63.062.01 Cost Basis: $ 0.00 Mervin L Keck m & Kay Ellen Keck Namcd~ ~ 8CbIa.l amount paid may cIi:ffi:r due to Market Value Adjustments and/or any appJicabIe Surrender C&arges. If you have any ~~ 01' need furIhct AR!dJmro.c, please COD.1BCttbc Customer Care Unit at 1-877-499- 6418. Sincerely, Life and Annuity Claims Ib 0genIigIat ~ 544 Lakeview.Padcway.. Vernon.HiIls, lL 60061 TaD Free Fax: 1-866-635-4523 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 NO. CD 005993 KECK KAY E 151 OPOSSUM LAKE ROAD CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT nnun fold 101 $7,158.53 ESTATE INFORMATION: SSN: FILE NUMBER: 2104-1123 DECEDENT NAME: KECK MERVIN I JR DA TE OF PAYMENT: 11/14/2005 POSTMARK DATE: 11/14/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/12/2004 TOTAL AMOUNT PAID: $7,158.53 REMARKS: K E KECK CHECK# 136 SEAL INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PEN~SYlVANIA 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 KECK KAY E 151 OPOSSUM LAKE ROAD CARLISLE, PA 17013 --~----- fold ESTATE INFORMATION: SSN: FILE NUMBER: 2104-1123 DECEDENT NAME: KECK MERVIN I JR DATE OF PAYMENT: 02/06/2006 POSTMARK DATE: 02/06/2006 COUNTY: CUMBERLAND DATE OF DEATH: 11/12/2004 NO. CD 006295 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $92.19 I I I I I I I I TOTAL AMOUNT PAID: $92.19 REMARKS: KAY E KECK CHECK#139 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS 01-24-2006 KECK JR 11-12-2004 21 04-1123 CUMBERLAND 101 APPEAL DATE: 03-25-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~9_!~!~_~!~~------~-__~~r~!~_~9~~~_~9~r!9~_E9~_Y9~~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MERVIN I FILE NO. 21 04-1123 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX 'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX "= ~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN , I . j ROBERT R BLACK ESQ LANDIS & BLACK 36 S HANOVER ST CARLISLE PA 17013 ESTATE OF KECK JR REV-1547 EX AFP (06-05) MERVIN I TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 01-24-2006 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: ~" n~. . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-14-2005 -. CD005993 .00 7,158.53 BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-15-2005 TOTAL TAX CREDIT 7,158.53 BALANCE OF TAX DUE .00 INTEREST AND PEN. 92.19 TOTAL DUE 92.19 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/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) 52,458.65 51,145.29 .00 .00 18.477.06 .00 63,062.01 (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 (9) UO) 17,077.44 NOTE: 8.987.16 (11) (2) (3) (4) .00 159,078.41 .00 .00 X 00 = X 045 = X 12 = X 15 = (9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 185,143.01 26.064 60 159,078.41 .00 159,078.41 .00 7,158.53 .00 .00 7,158.53 ( 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.) ~ - Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: l11er<vl tI i" Kak: ;1/( \ Date of Death: ( 1(1'2- / :toof Estate No.: -2-/-0 tf -- I (~ :3 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 ~ether administration of the estate is complete: . Yes lB. No 0 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 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? Yes ~ No 0 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. Date: 31-J/1~(Jr --'ldI)j1f!;lJv Signature i<6~!< T ~. !3u1eJ< Name 36 S" t/ArJd 118(( Sf Cff(l u $U~ (1ft. r1 () L3 Address -; /1-Z,t{; ~5?~7 Telephone No. ~ ' Capacity: 0 Personal Representative .ex Counsel for personal representative Vb BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ROBERT R BLACK ESQ LANDIS & BLACK 36 S HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-06-2006 KECK JR 11-12-2004 21 04-1123 CUMBERLAND 101 MERVIN I Amount Remitted 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. CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF KECK JR MERVIN I FILE NO.21 04-1123 ACN 101 DATE 03- 06-2006 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 PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-24-2006 PRINCIPAL TAX DUE: 7,158.53 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-14-2005 CD005993 .00 7,158.53 02-06-2006 CD006295 92.19- 92.19 c TOTAL TAX CRElJIT 7,158.53 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 !Ii 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" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /\ .J