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HomeMy WebLinkAbout06-12-13 __ _ ___ _ . �A 1� __ � 150561�105 REVi EX�oz-������'�:,. �i SOO �f OFFICIAL USE ONLY PR Department of Revenue pennsylvarria Bureau of Individual Taxes °"""`�E"��`�`�F�uE County Code Year File Number PO Box zso6oi INHERITANCE TAX RETURN �r Harrisbur9,PA i�i28-o6oi RESIDENT DECEDENT �I I a `"I� ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY �,�-�- g f 25���Z _ ���i��igzZ _ DecedenYs Last Name Suffix DecedenYs First Name MI �� ' f�+�/�E9��� � (If Appiicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW p 1.Original Return O 2. Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) p 4. �imited Estate O 4a.Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82J � 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number _ _ _ _ _ _ C�N�� k��. _ __ _ (5�6���{,-5--��g4 ' . �. RE 6��OF WILLS U'SE OjIR�Y� ,,. �,� C, �:� � f::'� _:7 C- _... 7"�3 -'- C7 �- v.,7 w 7 First Line of Address '"`' : t-• " ' r-z � ;: f—a r :.. . . �..D V ....l.�i/�r.r.1i i _ ' .`!. �' ...._ _... ...... .. . .. ....... .. •.w ,.� � �v � r.� ' ` ,.:'.� (', �4.� C .E ,..,1 -..h 4- 'i"y Second Line of Address _, _ c.:� � ` « _ri :� :.: ` ,—' . t:3 `y .,.w ..,;J �... City or Post Office State ZIP Code � ��ATE FILED �" � ..:* _ � � W'��o� _ N� �8iog Correspondent's e-mail address: Under penalties of perjury,I declare that I have examined this return,inGuding accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF SON R PONSIBLE G RETURN DATE ---/O— � ADDRESS IO8 Li�K/GTT?���. , G�V'ria`�vt-(/�. N�I Dd �Yp SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610105 1505610105 � ,�� __._ __ �e� _ � 1505610205 REV-150d EX(FI) DecedenYs Social Security Number DecedenYs Name: ��L-rISJ�"f tT- �'�^�^ � �" RECAPITULATION 1. Real Estate(Schedule A). . .. . . . .. .. . . .. .. .. . .. .. . . . . ... . . . . . .. . .. . . . . 1. � 2(�' l��.� E _. . 2. Stocks and Bonds(Schedule B) . . . .. . . . ... . .. . .. .. . .. . .. . .. . .. .. . .. . .. 2. �/ �,�c.� , ,g 6 7..A� 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . .. . . 3. ' 4. Mortgages and Notes Receivable(Schedule D). . . ... .. ... . ... . . . .. . . . .. . . 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. . . . . . 5. ��7�� QQ� ,>("Q � __._ 6. Jointiy Owned Property(Schedule F) O Separate Billing Requested . . . . . . . 6. ', 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property ', ' (Schedule G) O Separate Billing Requested.. .. . . . . 7. ' 8. Total Gross Assets(total Lines 1 through 7). ... . .. . .. .. . .. . . .. .. . . . .. . .. 8. y f�QT p�� 3O ! O 9. Funeral Expenses and Administrative Costs(Schedule H). . . . .. . .. .. . . .. .. . . 9. ' C�I �$y �� J 10. Debts of Decedent, Mortgage Liabiiities and Liens(Schedule I}. . . .. .. . . . .. . . . 10. ' 11. Total Deductions(total Lines 9 and 10). ... .. . .. .. . .. . . . . .. . . . .. . .. . . . .. 11. ��r ��2, O r b _ .. 12. Net Value of Estate(Line 8 minus Line 11) .. .. . .. . . ... . ... . . . .. .. . .. . . . . 12. ZI ,f�-,�g Z�?� � 3 D . . . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which , � an election to tax has not been made(Schedule J) .. . . ... . .. . . . . . . .. . . . .. . 13. ' 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. .. . . . ... . . . . .. . . .. . . . 14. I Z� CjJg 2�3 �i0 ' TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES -� 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 __ __ �a)�1.2}X.0- ', 15. 16. Amount of Line 14 taxable ° at lineai rate X .0 t�.2� �g, �' 17. Amount of Line 14 taxable � ��/ �l� ` �� at sibling rate X.12 17, 18. Amount of Line 14 taxable _ at collateral rate X .15 �g, ' . 19. TAXDUE . . . . . . .. . . . .. . ... . . . ... . . .. .. . .. .. . . . . ... . . . . . . . . . . . . .. 19. � ��0� Sf Z, Q� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 L 1505610205 15D5610205 � _ __ �ll� REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: zl- r2 - o g�b DECEDENT'S NAME --__- i'�r�cT�,,lO_�T �- ��,�._... STREETADDRESS -- __ _ _...._...._ _._ __- !��--��_�eN��_��v�� __ __ ___ - __- -- __ _ - -_ __ -- - -_.... _ _ - _ l._ _. .._ _ ---.. _ - CITY _ _ _ ... _ STATE ! ZIP Cl�,c�l!��a�c/`�G s� ; l�OS'O Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�) � �Qg ��y� 0�2 2. CreditslPayments � A.Prior Payments _��� �C1 P._O�? r. _...... - _.... B.Discount Total Credits(A+B) (2) �D.�7 Q�D. �� 3. interest — (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) � /, �/2. O 3 Make check payable to: REGISTER OF WILLS, AGENT. . _ . �,. „ . . . . .. , . _ . . . . ,.. ___., , � . . . ��.8 -- PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred .......................................................................................... ❑ �] b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ (� c. retain a reversionary interest .............................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ [� 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ � � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETIJFtN. . . .__<<�. _ , �o.. _. .� , � ,�����..°P�I���� For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving 5pouse is 3 percent[72 P.S. §9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 p�rcent [72 P.S.§9116(a)(1.1){ii)j.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of asse�s and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(aj(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9115(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. _ _ � COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280801 WARRISBUAG,PA 17126-OBOi PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016832 KERR CYNTHIA SUSAN 108 CARLTON AVENUE WESTMONT, NJ 08108-3501 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- �o�d --------" """" 101 � $53,500.00 ESTATE INFORMATION: ssN: � FILE NUMBER: 2112-0986 � DECEDENT NAME: KERR MARGARET H � DATE OF PAYMENT: 1 1/27/2012 I POSTMARK DATE: 1 1/27/2012 I courvTY: � �CUMBERLAND � DATE OF DEATH: 08/28/2012 � � TOTAL AMOUNT PAID: $53,500.00 REMARKS: RECEIPT TO ATTY CHECK# 5536 INITIALS: HMW SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER __ __ _ __ __ _ _ r�r a�r COMMONWEALTH OF PENNSYI.VANIA REV-1162 EX�11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 016833 KERR VIRGINIA M 165 N CANAL ST APT 1316 CHICAGO, IL 60606 ACN ASSESSMENT AMOUNT CONTROL NUMBER , -------- �o� ---------- -------- 101 � $53,500.00 ESTATE INFORMATION: SSN: I FILE NUMBER: 2112-0986 I DECEDENT NAME: KERR MARGARET H � DATE OF PAYMENT: 1 1/27/2012 I POSTMARK DATE: 1 1/27/2012 I couNTY: CUMBERLAND � DATE OF DEATH: 08/28/201 2 I � TOTAL AMOUNT PAID: $53,500.00 REMARKS: RECEIPT TO ATTY CHECK# 747 INITIALS: HMW SEAL RECEIVED BY: GLENDA FARNER STRASBAUGW REGISTER OF WILLS TAXPAYER _ _ _ _ ___ _ �ll� IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NC�}T[CE DOES NOT MEAN THAT YOU W'1LL RECEIVE ANY MdNEY OR PROPERTY FROM THfS EST.ATE OR OTHERWISE Whether yc�ar iti�ill recei�xe ctr�v money or properh�►ti'III hE' deterrr�ined whollv or xacn�tfv by the decedent's H-ill. If the clecec�ent diec��+�rthor�t a tirrll, �v�iether i�ou tit•ill recelre any mar�ey or propert�'�►^ill he determi��ec�hti�the intes�ucy/u���s c�/�Penrrsi�lvania. BEFORE THE REGISTER OF W1LLS,CC)UNTY OF Cl�MF3ERl.AND , ��a��;�g}�j,��,��;fp IN RE: ESTATE OF Mar�zaret H. Ken . Deceased h'ite Number ?I-12-(}98ti TO: Cvnthia Susan Kerr (Beneticiary) 108 Carlton Avenue,Westmont.NiJ OS l08 (,�ddress) Please take notice of the death of the Decedent and the grant af Letters ro the perso�ial representativ�et s)named below.The Decedent died on the day of�uuust 28 , 2012 ,a resident of Cumberland Countv, p.�. The Decedent died: Q testate(with a w�il!)or ❑ intestate(w�it}iout a�vill) You may have a beneficial interest in the estate as follo�►�s: As a narned Bene�ciarv ([f additional space is needed, use separate sheet} The name{s),address(es)and telephone number(s)of all personat representatives appointed are: NAME ADDRESS 'TELEPHOtiE Cvnthia Susan Kerr 108 Car{ton Avenue.1��'cstmont.NJ 081Ul3 (KS(�1425-3899 If the Decedent died testate, the will has been filed with Oftice of the Register of��'ills nf Cumberland Counri. If the Decedent died intestate,a Petition far the Grant of Letters of Administratian was filed with the(�ftice of the Register of W'iils of' Cc�untv. The Register's address is 1 Caurthouse SUUare.Carlisle, PA 17013 ,and telephone number is (717)240-6100 p P y - � .......___ _ � ay'� ar�;es fo . A co p ofthe W'ill or Petition ma be obtained bv contactin the Register f'4�iils a du lication. ,,' [�rR 9/19/2012 .` -� Srgnuture�l 1 �rson F'ihnk�this F'cy�rn hn R. onarich �`u , ersnn F"iling rhrs Fornr l7 South Second Strect, Ffoor 6 Capacity: ❑Personal Representative ,r��d,�z:� �Counse� for Personal Representati��e yarrisbur�,PA 1710] (7171233-1U0U T�tephc�,re Form Rt{'-07 rer. 10(3.Ob _ __ 1�1� REV-1502 EX+ (12-12) � pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: /v��<�� �- 6�'�� 2�— l2—0��� All real property owned solely or as a tenant in common must be reported at fair market value.fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seiler,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. �K Ic-�"S�N��/� �DQI��� -�z�� go0.� ���f�s�v�, p.�. - !�-a�-� TOTAL(Also enter on Line 1, Recapitulation.) $ yl�- �. �� If more space is needed,use additional sheets of paper of the same size. _ ---- _ �;.;, __ _ __ ___ ��a� � . . From: terry gaillardet-fabiano<tgaillardet@prudentialthompsonwood.com> Subject: Settlement Sheets Date: February 26,2013 2:10:30 PM EST To: "kerrbiooms�verizon.net"<kerrblooms@verizon.neb,"kerrvm@gmail.com"<kerrvm@gmail.com> Cc: Settlement<settlementC�lprudentialthompsonwood.corrv ► 1 Attachment,467 KB HI Cindy and Spicey, Attached are coples of the settlement sheets. You will notice that we ony charged 6°k commission based on#217,900.and not;224,900.as you are giving the buyer $7,000.for closing costs(actually repairs). Also,our;200.transaction fee for handling the cbsing was added to the commission owed by you. If you have any questions,please don't hesiWte to call or email me. I haven't as yet gotten the mail box key from Spicey and assume it is on it's way. We are almost there. It was really a pleasure worlcing with you and Spicey and I'm glad you are now completey moved out. Best, Terry Terry Galllardet-Fabiano REALTOR-GRI,CRS PrudeMial Thompson Wood Real Estate 3815 Market St.,Camp Hill,PA 17011 �17-761-8353 ext.129 717-919-4993-Mobile 717-761-2563-Fa�c toaill�rdetCa�orudentialthomosonwood. om www.orudentialthomosonwood.com ;� SKMBT C35..wo i�f(467 KB) _ _ rlf�l . � � -- -..", "'-...�.��.......s..�.....�.,o.��wu.��amo nimnw "(p.o.c)"wers p�id ouWds the dofinp;thty are shown here tor ioformatlonN purpoee�and aro not induded in the t�als. D.Name 8 Addresa oi BoROwer. E.Name 8 Address of Satler. F.Name 8 Address of l.ender: Cynthia L.Kubals Cynthfa Susan Ken,Execuh6c ot the Estate of Mar�a►et Fulton Bank N.A. H.Kerr 1 Penn Square,Lanc�ter,PA 17602 G.Property Locadon: H.SettlsmentAgsnt I.Settlerr�nt Date:03/01/2013 44 Kensington Squaro Hershey Ab�fract,LLC Disbwsement Date:03/01/2013 Mechanicsburg,PA 17050 P:717-566-4800 F:717-568�4A00,218 Eest Main Sfroet, liampden ToHmahip Hunrnebtown,PA 17036 Place of Settlemsnt TitbExprea P:717-568r1800 F:717-568�1600,218 East Main Sbeet, Printed 02/25/2013 at 11:57 am PA 17036 bY� 100. Oivp Miow�t Ou�ira�Borrowrr I0� Gto�t Mie�u�Ow to 8�INr 101. Contr�d t�prica 22A,900.00 101, Conbd sde�price j9UQ.00 102. Pehorql �62. Pereornl 103. SeltlemeM dw�to ba�owt(liie 1400) 5�8Q7.07 403. 104. 4d1. 105. � Ad u�nb ta IMn� �N�dwna Ad /or Ibmt Id t�ila in�r�ne� 10B. CR�rAown hxN to �06. CMpJbwn f�es b 107. Counh taze� to 407. Cour�r faxer to 105. Aaaarnenb to 40d. Aa�nenb to 109. Schod Taxe� 031D7/2a13 Do 06I30J2013 617.2� �0➢. Sdaol Te�aet 0310112013!0 08130I2013 �17.29 110. Sewedl'ttth 311M3-3131113 52.39 410. SewedTra�h 3d'I113,�13U13 '32.39 111. 41L 112. i12 1Zl. Gro�s M+ou�t Dw tro�a BenowK 231�13i.iS 42l. Groa A�eodM Dw m SWMr .6t �Q. An�i�it PNd a�8�f d 8ortawa :�� R�:in Anio�ntDw to B�INr ,; 20t. OepoN a anwt moner 3,OOO.QO 501. Exoeu depo�(set knhudfora) 102, Prindp�l�o�rrow lar�(s} 102,410.00 501. Saltleeienl d�rge�!o aelMr(line 1400) 1 ,5'�.31 203. • blan b 503. : t�dcm � 204. 504. d Mt loan 205. 506. Payqlf ot�econd rtialpxpe ban 208. SeNer Aabt 7,000.00 508, Seller Ani�t 7; .00 247. 507. 208. 501. 209. 509. tor Ib�un NINr Ad for N�na un id HIIK 210. Cf�rAam t�oua 01101I2013 to 031011�13 76.22 510. CflyylEow�feooea 01101/2013 to 03�112013 �8,22 211. Counry texea to 511. Courdr taxea to 212. As�rbnta 10 512. Aasesunerds to 213. 513. 214. 51�. 215. 515. 218. 518. 217. 517. 218. 518. 219. 519. ' �• Tobl Pald Bortorwr Zl2,1l6.ZZ 521. ToW R�duWon Amow�t Dw 8NNr 23�1 .S3 F 300. W�b N E�n�et honrb 9anowa� l01. CuA�t�maM toltno�a�fNr 301. ��������►(fina 120) 231,436.75 g01. Gross�nounf due lo seller(Ifne 420) 225, .8'�8 302. Less amounb petd bylfor bonower(Iina 220) 212,488.22 802. Len red�x:tlons 1n amoat dus selbr(line 520) 23.1 .53 303. Ca�h �X From � To Bortorwr 1a,�.� 603. Caad � To � Fro�SNN� 102.4�1�.15 n� �eMn �w� .t uw w iwoaw ew� rie pwq'�nw • frou w na� b eempW �. w.am�.�.+.w x ap.r.•�.�r we ow�o.ra n�me.r NO caMfL�MltlM M�wvK;tlM�Cbur�N nrMMtly.TW 4 MJp�d b Mwl!M�OwYw fo�NEVMawMW tfaAMfOn MNh InM�M10�dulinYtlM��I11 wm... _,�-� ' 801, Oworiginatlon cherye (Indudes Origination Point 96 arS0.00) S (irom GFE�t1) 802. Your credk or iMs tor the iMereat rate chosen (from�FE A) 803. Your adJusted originadon c�angea ((rom(3FE A) 804. A �fee to from GFE�f3 805. Cred� to ��E g3 808, Tax servix to imm GFE#�3 807. Flood cerdflcaGon ta irom GFE N3 808. to 9G0. lamt R ufnd L�ndH to b�Paid in Advinc� 901. Daiy interest cAaige�from trom 03l01l2013 to 04l0112013�s0.00Jday (from GFE#10) 901. Mortyepa insurance promium for rrwrdPa to (from GFE#3) 903. HameoMrt�s irNUancs for �to (irom GFE i111) �� ►��� from GfE#11 1000. Rqavp wMh Lmd�r 1001, ini�a!depo�l br yout extaw acoouM (fiom GFE 119} 78.59 1002. Homecwnera i�urence 2 mor�hs S 0.00/month S 1003. Marlgape kaurance 2 rtamhs S O.00hnonM i ��• P►aP�Y�� 2 montha 39.19Irtamh 578.59 1005. 2� S O.00hnonth S 1006. Aaaesamerib 2 mot�tha S O.00Jmordh $ 1007. repete AdJuebnent s 1100. TNN 1101. Titl�savk�and lerdeh dtle kau�ance (��E� 451.00 1102. SettlemeM a dos�rg tee � _ 1103. Own�'�Gtl.ira�u�nc�-FideGtq N�tlorW Tlle Murance Campeny trom GFE N5 1,BT1.50 1104. Lend�a title ir�urer�ce-Fide�y N�tlorrl TAIe Irouanoe CompanY 5275.00 1105. Lendera title palwjr tlmmk�202,410.00 LeMers Pnicy 1106. ONmei's tlfb poqGp INnM l�2��900.00 Ownefs Palicy 1 t07. AgeM's patbn of fhe bW t�e Naua�xx promium E1.595.87 ro H lLC 1108. Undenwrkera patlon olthe 1oW dtle Muranoe promium 5358.83 to Natloml TBN I�urence Cam 1109. Notary to Prudentlal 7 Wood 2C1� 1106. GovKnm�nt and Tansl�r Cb� 1201. Govemment rocadNp ctargea i (irom GFE#� U1,00 1202. Deed 540.50 e 580.50 Releeee S 1103. Tiansfer laxea s (irom GFE�8) 2,249.00 1204. CilylCoudy tao�emp� Deed 249.00 M t t205. State Taulatamps Deed=2,249.00 s 2.2491. 1208• Deed i M e i 1207. Asaesert�t fee $20.0p 1300. AddRion�l S�n!Ch� n 1301. Requlned aervioea Uret ya can ahop tor (hom GFE N8) 1302. SurveY to S 1303. to 1304. Tax Ced Fee to Heis Abatrsct LLC S 10. 1305. Ma�ch Aseociation Fees to Kensi wre Condamintumµs�oc. 213.47 1308. Inidatlon Fee to K n ro Condaninium As9oc 300.00 130I, 2103 CouMy/Twp Tanes M Michael an,Treasu�er 471.51 1308. Suppllea to T Fabfano 19.3h ' 1308. Home Wartenty to AH5 S q�, ,'', 1310. to S • � • � • • • 5,867.07 16,052.31'' 'Paid outside of closfng by(B)orrower,(SJelier,(L)ender,Q)nvestor,Bro(K�er."Cred�by lender ahown on page t."'C►edfl by seller ahown on page 1. FiEV-i503 EX+(8-12) . pennsylvania SCNEDULE B DEPAFTMENT OFREVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER ,l�r��A�'� /� � Z�-I z -048"�6 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. /�����L G`I�/� �'�4 �'-��8�z—�6 yD�- -�l,g�z 3��;� C�� ��� ��r� D��� v�,�n��l � 7 � �� ��� z� ��� ,�,��,�� ��� � ��� (��� � Z,����-� �it��:i�i�l s-r�G�rL - �� .�-�� TOTAL(Also enter on Line 2, Recapitulation) $ � g� � If more space is needed, insert additional sheets of the same size . _,��, � < p W � , O � � F .A G� N � (D o ` �' (roA �. O n � � � cn o 0 � a kd �' n � � � � O S p ��{ �`, .. t� '? 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'i o i O p � w� 3 'o ' m� O p '~ � y � �� � �' j � o y � .. o d � a j � N N ,G �C 7 � �j � ; ' ���. �� � C C x �. . .. . � m a a �d i d � � �m `Da N c o I; ts� � C o, a a <' n'o � a� ; o0 ou n d W �/.7 1 � O tD O p ; v �. �I C a �. o O O al m � y � I � � y � � � � °: � �°—' 4c� � ic� c� - � j d F� �. I�..� .J � � `G a I� � �� ��. H T � � IGn A Cn A p� � � a x m N tD �N cp � N � c `� �i� IN O�D �N � N N C l�'> ^ p o �cn Oo; jcn oo i_: � Q� � � �X 'W N �W N r-; � � � "y N � ��A � I? Q� �. A � � � S' � � _ _„,,, REV-i5o8 EX+(o8-i2) �pennsylvania SCNEDI�LE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS &MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: /l���'T �. k�. 2-r -iz o9�'�6 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. �i11 C ��llllL_. �A�t/�A�f.S 1�GG��1Jn� �/ 28'3, 02�' 2. t-�z� ��.��-r/�-�-g�z-gg2�g (�t�+�,��1-� �i✓� --- ���; o��, ���� �-� �� � v� ,��� �v��.J �i L,�l� E-r�> 3� �'v�l .��t�G�,4 �n/��rrz/ 6 g�-g� ��` � ��nl� t� Q�rz�� �l�''�a,� Z sop_ �, �. �' ���� �I�,�i�nl -P��G�.S l, 3 zz, 6� TOTAL(Also enter on Line 5, Recapitulation) $ ��3 ��S If more space is needed, use additional sheets of paper of the same size. _ . _ . _ _ _ ;i , - _ _ _ - �....,, _ Savings Account Statement PNC Bank BPNCBANK Primary account number:50-0438-4016 Page 1 of 3 Forth+p�riod 12/21/2012 to 01/Z2/2013 Numberofenclosures:0 000117 For 24hour banking,and transadion or MARGARET H KERR � . �interest rate information,sign on to 108 CARLTON AVE PNC BankOnline Banking at pnaCom, HADDON TOWNSHIP NJ 08108-3501 'a Forcustomerservicecalll-888-PNC-�ANK Monday-Friday: 7 AM-10 PM ET Saturday&Sunday: 8 AM-5 PM ET Para servicio en espar'�ol,1-866-HOLA:F'NC Morinp? Please contact us at 1-888-PNC-BANK �Write to:Customer Service Po sox sos Pittsburgh PA 15230-9738 �Visit us at pnc.com � TDDterminal: l-800-531-1648 � For hearing impaired clirnts only Savings Account Su�nmary Margaret H Kerr A000unt numbsr. 50-043&4016 Balanc� Summary Befllnniny paposits and Checks and other Endiny balance other additfons deductions balance 1,283.00 .00 t,2s3.00 .00 Average monthly Charyes balance andfaes 888.78 .pp A�edvtly D�tail ��� �u��� There were 2 Other Deductions totaling �t� Amount Dascription $1,2i3.00. 12/91 .00 Outstanding Item Close 12/31 1,288.00 Debit Memo Reference No. 5Z2427755 Dail�► Balanc� D�tail Date Balance Date Balance 12/21 1,283.00 12/31 .pp ....__..__� •_----_- •.._ .._..--�---� -- - � -- -- ��Kl74 y . _ �..�, B PNCBANK Cashier's Check PNC Bank,National Association NO. 09866631 � Date December 3 � � �, � Pay to the Order of CYjv'j'HIA S KERR $ 1 2$3.�� ¢ ' W One Thousand Two Hundred Ei ht -three Dollars And Zero Cents Non-Negotiable Customer Copy 5004384016 Remitter _ __ __ __ _ _ _ . a��r � < � � �iVG o � � � n CIi A W N -+ C) C (D o � � N � O a � � � � � n �' � � `� 0� !8 ' � � � C � � � ° � � n°'i A "• O � � 0 3 cn rn p oo � °: �i ��,' � � � A W c.Wn N � � d N . . . . . . 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N Ii.': Oo -+ {D '�G � � � N . _ _ m...� _ _ SunAmerica� ��"1� ,: . the retirement specialiat <��;:v� , SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY jb��**� 2000465294 1 SUNAMERiCA CENTER, CENTURY CITY � Octob�r 22, 2012 LOS ANGELES, CA 9006 7-6 1 2 1 R•/����+�'•� VANT �i x..�. P3799505476 r.rrr�o+�r KERR MARGARET A...a�r KERR MARGARfT CYNTHIA KERR �++N r.o 153SY 108 CARLTON AVENUE WESTMONT N.1 08108 Int�mal Doc. D�scription Amount i 2200504728 �EATH BENEFIT 3,424.74 ' ' Amount Peyeble 3,424.74 � �-°. `� SunAmerica' �P�'�O�g°^ Chese Benk, N.A. Check Number 43680771 � the relirement speclstist Chicego, Itlinois �o-1a22/719 ��- K= � SUNAMERICA ANNUITY AND LIfE ASSURANCE COMPANY �0093S�A7 �-""' 1 SUNAMERICA CENTER, CENTURY CITY G��° LOS A NGELES, CA 9006 7-6 1 2 1 Date OCiobe/ 22, 2012 $*******+►+►3,4 a�.7 4*I �r, �'•. Nof vMiA�h�r 100 d�y��rom d�t� Two �iprrturu rpuir�d k ovrr IJOO.00p,pp �ar + �! •'THREE TNOUSAIVD FOIiR HU!KDRED TWF1�Tl'y}ipUR and 74/100 DOI,LARS •• PAY To Th� Ord�r Of ;b° CYNTHIA ICfiItR AU7HOM2E0 SK1kATUlIE °� I08 CARLTON AVENUE ' WESTMONT NJ 08108 "' AUTM 2Ep gpNATUI� ' :�, ��'4368077Ln' i:07L923226�: 0009 3 5 24 7ii• _ . . _ . . . . . . . _ . . . . . ._ . . . . . �„�..,T - . �I •J V �J V, W L�J 00 � � O H roH � � � � N Zx y t��i � � Li � rr � � � � � � � � � � � � U► � o � � � � �°n ow � � Nn � µ �y �1 �-3 r � cnao � � t�io � H z t�ri � tyn , � Z � W x �y�i � ��yx � � ti H O y No'�T1trJ .�7a �7 ,'C' � � 'T] H z � x a� o y yr nz � z � t��i t� N ~ � � � z .��d yZc�i� z z� c� H ;� � � dz y � `� ° � � v �u- � V' o a°o u~i ' t y tri � �-3 H :� N a� x x ro o � � n � r� r� o � w o � x � z � � � H ro t�' '�TJ Z � � H H H � � v�i � � � � � � � � � � H C� H F-' F�' (!� l�] [�J N lI1 }'d t�i ?d cn o 0 �7 H • • H C � H o o x H H � O O L� Cnr] LC-' H G] H �7 C� '�i O O � oz � z r � ro � o o ro o cn 'X� �' 'rb � N �.._a � H H �P (—� Z y � n ` k-' � � � � N � m � � Q b -----._,.__�____.__ ____ .^. _ .�.._.__ _ . . �, . _ _ _ ,.�„� REV-1511 EX+ (10-09) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIYE COSTS RESIOENT DECEDENT ESTATE OF FILE NUMBER � - �� Z[— !Z— 0 f g6 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES 1. C��-���v� r�C'�zr���� � .���-�� �9 �s�. B '' 1 i � B. ADMINISTRATIVE COSTS; 1. Personal Representative Commissions: Name(s}of Personaf Representative(s) Street Address_ i_,_ City_-------- --- _State-----ZIP_.___.-------- Year(s)Commission Paid: Z• Attorney fees: �12,�gs:mD 3� Famify Exemption: (If decedenYs address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4� Probate fees: �2�.3Z, 5• Accountant Fees: l,43�ao 6• Tax Return Preparer Fees: �. �l1N�o�YI<N t1Jry� �� 9�� htd��i�� �G�-.�Ss�. ,�'6,z2o 3,1� T g- �Al.dOlJ�t<A1lUM T���Z��/vl.A-�nt��A1� � f�p� $i1� �i , ���.g0 9� G�O�t/AO�,��t1 fUM S/kG� G}DiLlhtt��'69�1 CriO.S'��j� ��s'�"' � �6� l2g.�5 �'�?�iJS��-r-,� � 3 TOTAL(Also enter on Line 9, Recapitulation) $ L' . $�, Q If more space is needed, use additional sheets of paper of the same size. . _ . . . . ._ .. _ . _ .. _ .. .. . . . . . . . .. _ _ . . .. a,�.;_ . . REV-1513 EX+ (01-10) i`? � pennsylvania SCHEDULE ] DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ES7ATE OF: FILE NUMBER: /���� �- ��_ ZI- /2- fl RELATIONSHIP 70 DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECENING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2},] 1. �l� �, ��`w�TL- 1��0{�� �jD �r� l�8 �����J Arv� � V��r�anfr N� , DS"��g 2. U1��ln�lA� 1�'��- t�A��- �o '� 1 b� N�i `T�-� C�IA� UN�T c��6 � �i���, 1 L, 606�,� ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. mA.� , w , _�� LAST WILL.AND TESTAMENT OF MARGARET H. KERR I,MARGARET H. KERR, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any ti.me heretofore made by me. � FIRST: I give and bequeath my entire estate of whatever nature and wherever situate at the time of my death,to my daughters,VIRGINIA MARGARET KERR, of Wilmette, � Illinois, and CYNTI-�A SUSAN KERR, of Westmont,New Jersey,per stirpes. � , SECOND: All estate,inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon,with respect to all property owned by me at the time of my death and passing under this Will or under any Codicil hereto, shall be paid out of the principal of my general estate, as if such taxes were administration expenses, without apportionment or right af rei.mbursement. Such taxes shall be paid at such time or times as may by my personal representative to be deemed advisable. THIRD: All principal and income shall, until actual distribution to the beneficiary, be free o�the debts,contracts, alienations and anticipations of any beneficiary, and shall not be liable to any levy, attachment, execution or sequestration while in the hands of my Executor. FOURTH: If any beneficiary shall, in the sole opinion of the Executor,be mentally or physically incapacitated, the Executor may apply the shaze to which such beneficiary is otherwise entitled hereunder for such beneficiary's support, health and welfare, directly, or to his or her duly appointed guardian of the estate or person, or any person who has care or control of such beneficiary, as the Executor selects. � 11983 t.I . . _ . . . . . . . . _ . . . . . . . . . .. . . . . . .. .. . _ . . . _ . ,. �, -� �, • � � � //� 1 � i / FIFTH: In addition to the powers given by law,my Executor and any successor, without atty order of court and in the sole discretion of the Executor, may: . a. Retain any real or personal property, as long as deemed advisable. b. Invest in any real or personal property without restriction to legal investments. c. Subscribe for stocks,bonds or other investments;join in any plan of lease, mortgage,merger, consolida.tion, exchange,reorganization, foreclosure or voting hust and deposit securities thereunder; and generally exercise all the rights of security holders or employees of any corporation. d. Register securities in the name of a nomi.nee or in such manner that title will pass by delivery. e. Vote securities in person or by proxy, and in such connection delegate discretionary powers. f. Repair, alter, improve or lease, for any period of time, any real or personal property, and give options for leases. g. Sell at public or private sale, for cash or credit, with or without security, exchange or partition any real or personal property, and give opdons for sales or exchanges. h. Borrow money from any person, includi.ng any fiduciary, and mortgage or pledge any real or personal properiy. i. Disclaim any interest or power granted to me under any instrument or by operation of law. j. Employ custodians, accountants, investment advisors and other agents (far non-discretionary matters) and pay their proper charges in addition to fiduciary commissions. k. Use administration expenses as deductions for federal estate tax purposes or fiduciary income tax purposes or partly for each, without making adjustments between pri.ncipal and income in consequence of the exercise of such discretionary power. 1. Compromise claims. m. Add to the principal any property received from any person by Deed, Will or in any other manner. n. Do all acts regarding checking, savings, transaction, deposit, loan or other bank accounts, savings certificates, certificates of deposits or similar instruments. Sign any tax 119831.1 -2- _„.,� . � � . • � information or reporting form required by federal, state or local taxing authorities, including,but not limited to, any Form W-9 or similar form. In general,transact any business with a banking or financial institution that I could. o. Make distributiofl in cash or in kind or partiy in each. SIXTH: I appaint my daughters, VIRGINIA MAR.GARET KERR attd CYNTHIA SUSAN KERR, collectively, or the survivor of them,Executor of this my last Will and Testament. No personal representative appointed herein shall be required to give bond or fumish sureties in any jurisdiction. `,� lN VvfiTNESS W�REOF, I have hereunto set my hand and seal this `�'c�ay of December, 2005. .__ f ,�G� " - � k' � (SEAL) G T . KEIZR SIGNED, SEALED,PUBLISHED and DECLARED by the above named MA.RGARET H.KERR, as and for her last Will and Testament, in the presence of us,who, at her request,in her presence and in the presence of each other,have hereunto subscribed our names as witnesses. _ �' �� 0� SS ADDRESS , , , - , SS SS I 19631.1 ��' _ . . . _. . _ . _ _ _ . . . . _ . . . . . . _ _ .. . . . . . _ _ _ _ _. _�. _ •� ,, r :a (} / COMMONWEALTH OF PENNSYLVANTA � . : ss COUNTY OF DAUPHIN ! � We, MARGARET H. KERR, the testator, and �.�1/i n1 M. S e oTT and ; '� ��a� �- ��u-�"� , the witnesses,whose names are signed to the foregoing �' � '��; ��i instrument,being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instru.ment as her last Will and that she signed willingly, and j that she executed it as her free and voluntary act for the purposes therein expressed, znd that each ' '{ of the witnesses, in the presence and hearin of the testator si � 1 g , gned the Will a.� a witness and that �' � to the best of the witnesses'knowledge the testator was at that time over eighteen years of age, of '!, ; � sound mind and under no conshaint or undue influence. '; � I ' �( I , , �� ' �• ; � 'j MAR H. KE , ,'� / : � �i -�Z�- � , � ti ihless '',, �, � � , � _... � � f Wi ess j '�1 �� I Subscribed, swom to and acknowledged before me by MARGARET H. KERR.,the j ''� testator,and subscribed and swom to before me by_K�V►rJ M, S�-rT �d ��I ���� '. � ����� �" M�L� the witnesses,this ��I day of December,2005. ; r • , Notary Public ; � ; ±cii.'t.B.�ar:'��: I : .. i�,uw.r,,� � .li H2-ri51�rJ,L:BU�i,�C� `,, itse3i.i ��_:''m,'s6'on�:c�:ra�.i�'r ..��,:. 'i, ,.._.. ._. -_�ns;�'��.^i? _'-r- .._ .._ i �s��t#`�' ' CINDY KERR Fuel Sawy,LI,� ; �� ;�,t�'a�.;.'. Principal B078 Central Highwa�y. ° ,�"� � pennsauken,NJ 08109 ��'���'x r'��*�,`;��:. T(888)428-3899 ����� ��� F C888)317-0409 �=}����,� "iz ., , kerrbloomsoverizon.nef May 22, 2013 PA Department of Revenue Bureau of Individuai Taxes Inheritance Tax Division To whom it may concern: I am the executrix of my Mother's will, and am writing to request a slight extension for the final filing of Form 1500 Pennsylvania fnheritance Tax Return Resident Decedent. Margaret H. Kerr is the deceased, and her estate file number is 21-12-0986, as assigned by the Cumberland County Register of Wills in September of 2012. Her date of death was August 28, 2012. Her social security number was I own my own business, and am not a resident of the state of Pennsylvania. Juggling the estate; the clean up of back taxes for the deceased for 2011 and 2012; my own business and other personal matters this Spring has taken more time than originally anticipated. Arranging to physically get back over to the Cumberland County Register of Wills to file duplicate copies of the tax return has been difficult this month. All anticipated taxes due for this estate were prepaid on November 27, 2012. In fact, with the recent completion of 2012 individual income taxes for the decedent, the estate is anticipating a slight refund. We will be determining that final figure next week with the assistance of Margaret's CPA. As a result, I respectFully request an extension to June 14th for the physical filing of Form 1500 paperwork with the Register of Wlls at the Courthouse in Carlisle. No additional tax payments are anticipated to be required at the time of that extended filing. Thank you, in advance, for your assistance in this matter. Regards, Cindy Kerr Fuel Savvy, LLC kerrblooms c�Dverizon.net (856) 425-3899