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-
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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
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~ 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
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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
~
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:::D
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(~)
~::;
c-.-;
r-=h
CJ
C::J
=0
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"~--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