HomeMy WebLinkAbout11-14-13 (2) ■ 1
� 1505610105
�� Ex�oz-������. .
�:; REV��SOO OFFICIAL USE ONLY
'�° PA Department of Revenue pennsylvatYia
. � � � OEMRTMEMTpf11EVENUE County Code Year File Number .
Bureau of Individual Taxes INHERITANCE TAX RETURN
-� PO BOX 28o6oi
�� Harrisbur PA i i2$-osoi RESIDENT DECEDENT 02 � � � ��3�
ENTER�ECEDENT INFQRMATfON BELOW
Socia(Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
�� 03/07/2013 07/12/1938
. . _ _ ... __ , _ _ _:
DecedenYs Last Name Suffix Decedent's First Name MI
,...__... _......... ._..__. __ __ ... .___. _..._ __.... __.. _ .. _ _...... _.. .._ __ _. _.__. __ _...... _.__........
Keener !Paul ; q ;
_ _ _ __ ___ _ _ _. _ __ ____ __: __ _ _ _ __ __ __ _ _ _
(If Appiicabie)Enter Surviving Spouse's information Below
Spouse`s Last Name Su�x 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
�? 1.C?riginal Return p 2.Suppiemental Return Q 3. Remainder Retum(Date of Death
Prior to 12-13-82)
�,�; O �.Limited Estate � p 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Retum Required
;�� death after 12-12-82)
� 6. Decedent Died Testale 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)
s�;
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Da tme Tele hone Number
_. ___.. __ _ __ . __..._ Yt� P
Andrew C. Sheely, Esquire 717-697-7050
... . ,.
I (�ISTER OF W� USE ON� �
� O � � � p
First Line of Address � -�p o � �
_.. _.._. _ _
__ .. ___ __ ,
, � n C +�J'�
127 South Market Street � � rn � �
.._ . . .._ _ . _._. _ _ . ...�
t--+► ;
.. __ b► � � � +"
Second Line of Address
_ _. _ __ _ _ _ � ' � C'�► C► :
, P.O. Box 95 � � � � "'� � :
�p ....... _ ; � � � . ..,_
" City or Post Office . . State ZIP Code DATE}FI�ED -- C3
. _.. _ ... __ _.._ ... _ _ _. _ . __ ,,,.f ...
__ _ _ �..'
. Mechanicsburg P� 17055 �,,,,,�, o cn c> �
_. . __ . __ ___ ____ _ _ _ __ _� "'''� `
'a Correspondent�s e-mail address:andrewc.sheely@verizon.net
;
`�;. Under penakies f perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,co nd complete.DeG tion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
`' SIGNATURE PERS S E FOR FILING RETURN rnTc
�V 13 �
�
�, pnnRF�c
�•`' Paul A. Keener, Jr., ecutor, 225 Ridge Road, Millerstown, PA 17062
SIGNAT OF PR A H ENTATIVE nATF
� ��
i�i�L /3� �'��
Andrew C. Sheely, Esquire, arket Street, P.O. Box 95; Mechanicsburg, PA 17055
._ __ _ _ _ ___ _ __ __ _ _ _ _ _ _ _
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610105 1505610105
�
a
� 1�05610�05
a�v-��oa�x��t�
D�ced�r�t�s Social Serurity Number
Qe��a�r.,t��n,�me: Keener, Paul A. '" ��� �
RECAPiTULATION
9q
1
;. 1. Real Estat�(Schedule A}. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. $160,000.00
: 2. Stc�cks ar�c� Bor:c��tscr,edu�� g> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. $6,464.64
3. Gl�sely Held Corparation, Partnership or Sole-Proprietarship{Schedule C) . . . . . 3.
4. Mc�rtgages and Notes Receivable(Scheduie D} . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Ca�h, Bank Deposits and Miscellaneaus Persanal Property(Schedule E). . . . . . . 5. 193,461.50
6. Jointly Owneci Property(Schedule F} O Separate Billing Requested . . . . . . . 6. $17,841.60
7. Inter-Vivos Transfers&Miscelianeous Non-Probate Property 122,937.73
{5cheduie G} O Separate Billing Requested.. . . . . . . 7.
�. Total Grass Assets(total Lines 1 through 7}. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. $500,705.47
9. Funeral Expense�and Administrative Costs(Srhedule H). . . . . . . . . . . . . . . . . . . 9. $13,751.36
1d. C?ebts of Decedent, Martgage Liabilities and Liens(Schedule I). . . . . . . . . . . . . . . 10. 182,439.66
11. 7otalD�ductions(totalLines9and10}. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ��, $19G,191.�2
�2. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..12. $304,514.45
� 13. Charitable and Governmentat Bequests/Sec 9113 Trusts for whicn
m. an eiectior�to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
' 14. Net Valus 5ubject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. $304,514.45
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Arnount oi Line 1�taxable
at the s�ousai tax rate,or
transfers ur�r+�r�ec,9116
{�j(�.2)x .a0 $54,862.09 15. $O.00
16. Amount af Line 14 raYable
at Iineal rate X.045 $249,652.36 16 $11,234.35
17. Arnount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxabie
at coliatera!rate X.15 �g.
19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . 19. $11,234.35
20. F{LL IN TNE OVAL IF YOU ARE REQUESTING A REFUND OF AN C)VERPAYMENT p
�
�
$iCl@ 2
� 1,5�561�205 �5a561,02�5
�
. .
REV 1500 EX(FI) Page 3 File Number
Decedent's Complete Address: a � �� � � 3 3�
DECEDENTS NAME
Paul A. Keener
STRFFT A��RFSS
65 Wiiliam Drive
--------------�--- -----
. ---�---- -----------
��: r�T� STATE----- ZIP --
Carlisle �� 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) $11,234.35
� -
�,; 2. Credits/Payments
� A.Pnar Payments _. _
�. B.Discount
�`��` Total Credits(A+B) (2)
., 3. Interest
�� (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. -
� Fi{I 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) $11,234.35
Make check payable to: REGISTER OF WILLS, AGENT.
. , ,: , . _.
.�,.,.. .� .. ..�,�M ta..:.:.,ti�.> ,x ,.,.ry_ ..�. � ...,.: :r�->' ^r,a.a+,. a;:�, ^r a. a.� ,z
.�... ..a�,,•. ,.,..,.�.,ac.�x,.:.,s�. ;`� .s.. Y 4:��i.: 3 � .: .�;„. �`z,.;�:�,. Y. r 7 �a „�. '� •.x :�.f� S ... s,: ..�,h ti �i�,p
r ��r:: ��,�3',aw..�a' ',�',a�. �€#a�'��z.�� ���s�`/�p �..,�` ..,�,a.�<� ..�� .:.�. ^` z.� � .�. :x ; �,�`� k
�:3':�' .3.'... .Y..,<S x.� C,. Sp.� 0'�.,5>5{.s.a ..3�., '„$ f' 'Y�.. �,� q•
'�f�i" 5:..�. pi' ..1..T�f;y��. :�&�. ? i ''Y d' J
�F..:k': .. �.Ra.a...c..'�..>.,.35.<.L:wi.�:Y...'�u.��.aF....�a.c..'3Za�-:oS:N@s�.c�...a�....w....�'�.�u�v.....:.9.E...�ig".,. '.:...',�a2ik.�� o4.W.,...;s.�.w.3(SS Z o<,..�.'...�s&�.....r...�°:.,.'....n.:.......,a..,......�<,.>,..rr a`uCew..�R..i:. ,..w. :.,. . ., .........:..d w.a�...�...c. ......n..� .....:Yi.eGwi�y`.�V.. . .,A
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 t�ust 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 ABOYE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
_., , .: ,.. a, , ..�� . �, ..
:� ..`i3',.`�.k....... �".,,�Y .�{'t�.. .. .:�:,x...h:n :�.-�;:� _._:.. 's ".:: ':.:' .`.A. ...;...
�: .. �, .. �9(c.. . �.�'z..�r<�.a�,a..��i�� ��.�}�n�... . ��a:K�;.°�.,,).;�a: a��.;: s�.,��>:''�3� x �,.. '�; �..,:.�� s�> �� :�: t �:. L'..y�'� ,���..
� "��.i� u rC«,x..x. �4i'�P l� '�.as 2'i..r.ot. .f,.�.r,�w�,o-r$E�� .�..�� �� s. � .��:�s` K�
K"� " ...�. .:R�''�...:6:.ro.Q..�A' ...Y.k ��"� �. .:'.. . .>,Y ...nY,! £;.'{'� Q... '�"S. �' ,Y.'C 'H t..
��. ,.��,'�`�a���t..?,�s w.a�,���?�a�.:.:�ad����r.e���:«��,:.:.>�; .. �,�.a�,�;:�:��a�,��s�"�.�m s.s�:��.-r���, <�w.: :����k�`�srn.�`��>.:r��?'S,..�..... ..::.. ... :.::.. . .� ... �..;�3.3.:. .e.��s,�,. .. s�,��?�?§';�:.>.a.....
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 spouse
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 af the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the sta#utory requirements for disclosure of assets and
filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after Jufy 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 decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a}(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. §9116(a)(1.3)].A sibling is defined,
� under Section 9102,as an individual who has at least one parent in common with the decedent,whether by bload or adoption.
�
,
�
;
...'.'..H. .
4
i
.`�
• RFV-1502 EX+(11-08)
� pennsylvania SCHEDULE A
DEPARTMENT OFREVENUE
INHERITANCE TAX REfURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Paul A. Keener 21-13-0332
Ali real property owned salely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
wouid be exchanged between a willing buyer and a wiliing seller, neither being compelled to buy or seil,both having reasonable knowledge af 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
-� �. Decedent's residence located at 65 William Drive,Carlisle,Cumberland County,Pennsylvania, $160,000.00
'; 17013.Tax qarcel No.04-23-0600-019.Per attached settlement sheet.
TOTAL(A{so enter on Line 1, Recapitulation.) $ $160,000.00
If more space is needed,insert additional sheets of the same size.
__ _._ i
. , � �
OMB NO.2502-0265 � '
A• B. TYPE OF LOAN:
U.S.DEPARTMENT OF HOUSING�URBAN DEVELOPMENT 1.QFHA 2.�FmHA 3.QX CONV.UNINS. 4.�VA 5.QCONV.INS.
, 6. FILE NUMBER: 7. LOAN NUMBER:
a SETTLEMENT STATEMENT JEF140-13 soo�soo2s
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is fumished to give you a statement of actua!setHement costs. Amounts paid to and by the setdement agent are shown.
Items marked'7POCJ"were paid outside the c/osing;they are shown he�e foi informationa/purposes and aie not inc/uded in the tota/s.
1.0 3AE JEf740-1S.PFD/JEF140-13/11)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LEi�DER:
G.NATHAN JEFFER�ON and ESTATE OF PAUL A.KEENER ACNB BANK ..
CHRISTINE K.JEFFERSON 65 WILLIAM DRIVE 76 LINCOLN SQUARE,P.O.BOX 3129
ROYCE G.JEFFERSON CARLISI.E,PA 17013 GETTYSBURG,PA 17325
1 HANOVER STREET
GETTYSBURG,PA 17325 .
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
65 WILLIAM DRIVE ANDREW C.SHEELY,ESQ.
CARLISLE,PA 17013 October 4,Z013
CUMBERLAND County,Pennsylvania PLACE OF SETTLEMENT
127 SOUTH MARKET STREET
MECHANICSBURG,PA 17055 .
J.SUMMARY OF BORROWER'S TRANSACTION K.SUMMARY OF SEILER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contrad Sales Price 160,000.00 401. Contrad Sales Price �gp,ppp.pp
102. Personal� 402. Personal Pro
103. Settleme�Cha to Borrower Line 1400 5,869.94 403.
104. PAYOFF MTG.HANOVER/BOYDS HOLL to ACNB BAN 142,443.22 404.
105. 405.
Ad'ustments For Items Paid B SeOer in advance 'ustments For Items Paid 8 SeNer in advance -
106.C' /Town Taxes 10/04l13 to 01/01/14 262.89 406.C' /Town Taxes 10/04/13 to 01/01/14 262.89
107.Coun Taxes to 407.Coun Taxes to '
108.SCHOOLTAX 10/04/13 to 07/01N4 1,715.20 408.SCHOOLTAX 10/04/13 to 07J01/14 1,715.20
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 310,291.25 420. GROSS AMOUNT DUE TO SELLER 161,978.09
200•AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. it or eamest mon 1,500.00 501. Exoess De it See Instrudions
202. Princi al AmouM of New Loan s 310,000.00 502. Settlement Cha es to SeNer Line 1400 1,696.51
203. Existi loan s taken sub'ed to 503. Existi loan s taken su 'ed to �
2�� 504.Payoff of first Mortgage to CITIMORTGAGE,INCJAC# 50,861.23
205. 505.Pa ff of second Mo to CITIZENS BANK/AC#601 46,607.01
206. 506.De sit retained b seller 1.500.00
207. 507. .
208. 508.
209. 509.
Ad'usbnents For Items Un aid B Seller Ad'ustmenfs For Items Un aid 8 Seller
210.C /Town Taxes to 510.C' /Town Taxes to
211. Coun Taxes to 511.Coun Taxes to
212. SCHOOL TAX to 512.SCHOOL TAX to
213. 513.
214. 514.
215. 515.
2�g• 516.
217. 517.
218. 578.
219. 519.
220. TOTAL PA/D BY/FOR BORROWER 311,500.00 520. TOTAL REDUCT/ON AMOUNT DUE SELLER 100,664.75
300. CASH AT SETTLEMENT FROMITO BORROVYER: 600. CASH AT SETTLEMENT TOlFROM SELLER:
301. Gross Amount Due From Borrower line 120 310,291.25 601. Gross Amount Due To Seller Line 420 161,978.09
302. less Amount Paid B/For Borrower(Line 220) ( 311,500.00) 602. Less Reductions Due Seller(Line 520) ( 100,664.7
303. CASN( FROM)(X TO)BORROWER 1,208,75 603. CASH(X TO)( FROM)SELLER 61,313.34
The undersigned hereby adcnowledge receipt of a completed copy of pages 1&2 of this statement 8 any attachments referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF,IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RE IPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. RTHER CERTIFY
THAT I HAVE RECEI A CO -1 EMENT STATEMENT.
Borrower ,�,v Seller ESTATE OF U
.NAl' AN JEFFE
C_./� - � BY: �
CHRIS NE K.JEFFERS
ROY E G. ERSON
TO THE BEST OF MY KNOW E,T S EMENT STATEMENT WHiCH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE
FUNDS WHICH WERE RE A N WILL BE DISBURSED BY THE UNDERSIGNED AS PART OF THE SETTIEMENT OF THIS
TRANSACTION.
ANDR W C.SHEELY,ESQ. -
Settlement Agent .
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S.CODE SECTION 1001&SECTION 1010.
:�9.�
�? • REV-],5og EX+(�-ii) �
�;� r pennsylvania SCi�lED1�ILE B
��; DEVARTMENT OF REVENUE
� INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF� FILE NUMBER
Paut A. Keener 21-13-0332
Ali property jointly owned with right of sunrivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Prudential Financial common stock-112 shares @$57.72Ishare $6,464.64
,.,
�=
:;;_�
�'.
�:
�;,
�F
,t2�'':. . . . .
�y , .�... . . .
1
+'w', '
_�.
'�''.
;-�.
�4�
�A
�!'
�g
s�
�pA.'
�`
��". .
�; TOTAL(Also enter on Line 2, Recapitulation) $ $6,464.64
,
g,
If more space is needed,insert additional sheets of the same size �
�`udential Financial Inc.,PRU Historical Quote-(NYSE... http://bigcharts.marketwatch.com/historical/default.asp?...
,,,
�
f � I � � I � � (
:
. Enter Symbois or Keywords i s�►RCH
���f�
�s
• � �����
r
.. �
!?qVrr���t'�'i
_::
!�►h�r���are ET�s
,
�� �r��� , ����'�i�t��`
� ���, ������r��►����� r
.
����� ���
PRU Baslt Chart Advanted Chart Interactl�r�Cb�rt,
. < > .,.:... .. � �....; !: I
_
H�ne Quotes News Industr�es AAaAcets Histvri�ai QtipleB ; BigReports
.�«�',. ;. _.._..... _ �������.�����,���.��. _ .
This Historical Qudes tool aAows you to look up a security's exact closing price.
Simpy type in the syrt�ol and a historical date to view a quote and mini chart for that security.
..... ....... ...... ... ,....... ..... � ;,K
' €�� Enter Symbol: pRU ; Enter Date: 3/07/13
___ __ __
....<: _ . __ <
. ....:,,p.x.. :�
Prude�rtial Financial Inc.
rnu,Me�a�,2a�s
Cfasing Price: 58.23
open: 57,U3
H+sh 58.46
�� STAO
vo�ume: 4,426,132
No Splits
�~�. �� �� ,
Sponsored Links ���,�„�,
Hot Stock Pick ASCC
Find Out Why This Play Could Lead to Rapid Profdabiliry--Free Info!
v�;vvr.�vl'CStr-.k�sck{:vrrE
Screaming Penny Stocks
Our Next Penny Stock Pick will Rock Your Worid!Don't Delay,Read More.
E M3:•fe6S:YFPP.r;rFyiTCCK.'.�,.Cni�� .
7qo Annual Annuity Retum
Get Guaranteed Lifetime Income and Reduced Risks to Retirees All Here.
<�I:Iteif?ti3r�:�t�irtiF?etE!�:.C:�E7fi�li;Pi:�SiRAfBS
7%Annual Annuity Return
Get Guaranteed Lifetime Income and Reduced Risks to Retirees All Here.
iiUhfl50ft�`ti��:�Q�Of3't;;�Cti��iif6;^w.SifitEe}tQ$
fiilt�d ISfO�SC1'
, � �� , �fi���W"�������� 9g'9 ��q��
.� ���. ,.'Yj��. �1 I
An:i i I ."i� . :6^'��jS,p�;��
� sr�r�ry w����
Trade tree for 60 days+ Roll Over or Open an Tools,Educatlon and
get up to 5600!Open an IRA.Get Up to 5600 Support all for E8.95 per
accouM today on�ne equily trede.
� ::�ro.a�. ,zw:�rattrara�xz�x+nr.�+.mzzmxam�.x�a.cw.�m�..�ar.asa>mx��r,.��.a�xsm�an»zo�a�ma,a:zn+::�.�..����r,�� . .4z:rs..w��,sw
Home�About�Job Opportundies�Contact Us�Feedback�Help
Copyright 2013 MarketWatch,Inc.All rights reserved.
By using this site,you agree to the Terms of Use and Privacy Policy(updated 10/18/2011).
Int�aday Data provided by SIX Financial Information and subjed to terms of use.
Historical and curteM endof-0ay data prm�ded by SIX Financial Information.Intraday data delayed per exchange requiremeMs.S&P/Dow Jones Indices(SM)from Dow Jones 8 Company,Inc.All quotes are i�local exchange dme.Reat time last
sale data provided by NASDA�.
More informetbn on NASDA�treded symbols and their cunent flnancial status.
Intraday data delayed 15 minutes for Nasdaq,and 20 minutes for oMer exchanges.
S8P/Dow Jones Indices(SM)from Dow Jones 8 Company,Inc.
SEHK intreday data is provided by SIX Finanaal Information and is at least 60-minutes delayed.
. All quotes are in local exchange rime.
/�n 5�i"�, S'�G�G •C,�inq
�"' Y
1 of 1 4/10/13 9:59 AM
' REV-i,b8 EX+(11-10)
� � pennsylvania SCNEDVLE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC■
INHERITANCE TAX RETURN PERSONAL PROPERTY �
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Paui A. Keener 21-13-0332
------...___-----... -------�------
Inciude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disciosed on Schedule F.
'' ITEM VALUE AT DATE
�i NUMBER DESCRIPTION OF DEATH
�r�
'`�� 1. Jones&Martin Auctions,LLC-gross proceeds from personal property auction $33,756.50
;�:;:
��.
'� 2. Decedent's 2004 Ford Freestar minivan-sold at personal property auction $5,900.00
,>>
. 3. Decedent's 2008 Ford Taurus,fair condition $6,000.00
4. Simmons&Co.Auctineers-gross proceeds from the Paul Keener Keen Kutter tool collection and related $147,805.00
items at soecial sale held in Missouri.
..p.
Y
`- .
yr
�'`
.�.
��
•�i;;
.��k
F+.'� . . .
R.
r
��
t�;
�� •
�'�
,l.i:
�(tt.'
9'
e:�
TOTAL(Also enter on Line 5, Recapitulation) $
193,461.50
If more space is needed,use additiona!sheets of paper of the same size.
• •
JUNES & MARTIN AUCTIDNS, LLC ,
Darryl Jones, Newville, PA. �
� . � ' �.:,5.:
�� ``�' �'',
SETTLEMENT STATEMENT � C�.. '�� �
� �- '
��� �-�%, .�:��`
, ��,. � .,�.
�� . :�
SALE NAME: , E �z,.�;� �� , ��- .
DATE OF SAL �. ,. � � � �- ��-- ��(�1� �
,:
�
ADVERTISING EXPENSES:
Lancaster Farmin� � ������
The Guide �{�� a C�
News Chronicle
Valley Times
Fraaklin Shopper �
Sentinel �r�, �c� � ;;�:
Merchandiser ��"`
�
Other � }
�
Other � ��
5ale Flyer Copies � ��:
;
Total Advertising Cost: � �];' :o�
� �' � �� .
Total of Bidder Numbers���� .� �' Sfl�-� ���
Total of Sale � ' ' " - • , -
. .
Advertising Cost �,� � ..��. �e.;-s��,� ��g(��,�?
Auctioaeer's % i C�•): • 3�C��, ��s
Tent Rental t��:�� �
Port�ble Toil Rental ���=C���
Misc. Charge � `r' ����-
; ,� �.
� - -�
. -�
Misc. Charge � • C�� — ,
.� �
Net Sale {after expenses}��,, �C��,�, ��
—
Thank you for the opportunity to work with you and your famil�
�i'
;:,: , �
,.�
` : ,:
.. ::�"'• .y y.,,�.
,�
� �
>Z�,,..
�,.e#� 3,. '.
. . .�5����y� �, .r 4.
s�a �.s�.,f.�� �.
. , yry 9�N��i:.'Vi.�"�k�1'� '�'�' f:� .
�y�i '5, a N,..
. .';�'' Y,.�F�`i��xk'�.�"�
,.°.2�'�w I`'9'.::s"ty�i,,;�
': ''.���''.'y''T�'}c��.
,1., `;.�a`�;�i:.�.,�;`���'���;'..
r 3;�.I;:tw '�:.>
.y, `.y�.�:;`-��..y
��.
r
. ��,�3. Y p.
A
sF
" �,���,•��Y�a.b'.2 �, ..y�T�4
�5�..- �.<�� �.'.
.L_:
�`i_
r�
:��4.
�._,
••,:lb
��;...'
o�
u...sf..•�
:y'
:;'
t
',"�
:;4.
�''
�'
��
AY-
'.#'.
!".q
V . •
n��
,�;r____ _
«. _ ____.__ __ __ __ __.________
.,;.
��.
�;_
�' REV-lgog EX+(oi-lo)
,,��,
��� ..:3 �� .s:
. ��F � ;� pennsylvan�a SCi�1EDVLE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
]QINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Paul A. Keener 21-13-0332
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
� A.Paul A. Keener,Jr. 225 Ridge Road,Millerstown, PA 17062 Son
;�� .
�.
6•Jamie B. Keener 519 Spring House Road,Camp Hill, PA 17011 Son
,.R;
x �.
;;<:�
�,�,
` � .
��
�:��
,��.
� )OINTLY OWNED PROPERTY:
LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR lOINT MADE INCLUDE NAME OF FlNANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT lOINT IDENTIFYING NUMBER.ATTACH DEED FOR]OINTLY HELD REAL ESTATE. VALUE OF ASSEf INTEREST DKEDENT'S INTEREST
1. A. 8/28/2008 Decedent's jointly titled real estate located at 297 Chestnut Street,
d Stewardson Township,Potter County,PA. Tax Parcel No.230-001-018.
2013 Assessed Value of$21,240.00 X CLR of 2.52=$53,524.80 $53,524,80 33 1/3 $17,841.60
Property was jointly owned by Decedent and sons,Paul A.Keener,Jr.and
. Jamie B.Keener as joint tenants with rights of survivorship.
;;,
�,,
�
;;;,:.
�.,:
�r '
�.J'
,.��;`:
�� ��
,,��,
Y;-;.
.*�''
!`�� .
$17,841.60
TOTAL(Also enter on Line 6, Recapitulation) $
� If more space is needed,use additional sheets of paper of the same size.
�.
�:} •
�:<
.-- �� �� � 4�
., m �
m
�D�O rn nm� noD
���D � mc�Z ��f��j
'r—°�`�'m z u'mo .�n7Cm
A t/� ' D r
ZZ�� C�7C p �tNa 7�DDZ
v o a m ;�,�Q �z�o
ZU' � ��rn r" �v�g aym
r—Z r--
mZ � r�-'=� z �� �D°m
rnD-p � o� Nm�
�.� � �t�y m �"�
�o� -� D0� m �w O
O � o�m ° �X
Z � � w �
c=i� � o
v
�o
�c
��� � p�: �
° A a � e C e m �
� • � �o pq a
70 '.d ^ ty aZ
-s � �� � O
� v W
� � � 0
� o° �°-+� �
m ��� � �� o �� �
��;HH � o� o =��i O
� �� **rn a o o �c:i
�
m� �'�.�Fp+-1p+- � C �
� v���a C °o t°.. � QK o
Z D 4 w
� a o e�
m �� -� o o �
M�°s v o 0 0�
s� a C �* m
� �o�' Ifl 3
c° � �K� � � �
�. i m� v " �
�
a D � o� �
�m �
3m v �WO w �
�6 3 g �o c N w N
��� � u u �.
eD � o o � u
A�� � �ww y p� �� �
�! �
1� �
��� '71 �o►vi
� � m�.,e �n OD m
�.,� o r q w u �
3 a w�i .�'j w m � '+pH v Z
r* O
• oo j . . u �
�.�3' w w � o 0 0� �
�O
�
3m :� �
�o �
� W O � �
F+r W
m � � w � �
�� �° +�° p° ° �
S a,,,,,,, y ��r °'x �"'
�
_ ____ __ _ _ _ _
�,.
,.
���� REV-1510 EX+(08-09}
�
� � pennsylvan�a SCHEDULE G
DEPARTMENT OF REVENUE IIVTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT QECEDENT
ESTATE OF FILE NUMBER
Paul A. Keener 21-13-0332
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR REtA710NSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY Of THE DEED fOR RFAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
� 1. US Lime&Minerals,Inc.401(k)Plan#062436-Beneficiary:Barbara F. $48,862.0 100% 100% $0.00
Keener,Spouse. Date of death value:
;;�
2• Principal Financial Group 401(k)-Tri-Boro Construction Supplies,Inc.
Retirement Savings Plan Contract No.712438.Beneflciaries:Children,
Paul A.Keener,Jr.,Jamie B.Keener,Annette M.Wise. Date of death value: �92,416.74 100% $92,416.74
9
3• Principal Financial Group 401(k)-Tri-Boro Construction Supplies,Inc.
;�; Retirement Savings Plan Contract No.712438.Beneficiaries:Children,
.�'li,. .. . .
�• Paul A.Keener,Jr.,Jamie B.Keener,Annette M.Wise. Date of death value: $9,572,61 100% $9,572.61
�
�,
a; ,
4• Prudential IRA,Annuity Contract#E0201341. Beneficiaries:Children, $20,948,3 100% $20,948.38
� Paul A.Keener,Jr.,Jamie B.Keener,Annette M.Wise. Date of death value:
;�: �
�z
�,
�:�'.
:
4::
�-
k
TOTAL(Also enter on Line 7, Recapitulation) $ �22,937.73
If more space is needed,use additional sheets of paper of the same size.
� � 062436 - C - 0000000650 - - 981A .
U S LIME AND MINERALS INC ��ur Retirement Account
� ATTN RETIREMENT DEPT
5429 LBJ FREEWAY,SUITE 230
DALLAS,TX 75240 For the period January 1,2073-March 31,2013
Every effort has been made to report information accurately.
�-� ' Should you notice any error,please advise the ADP Employee
� Service Center within 10 days so that records can be corrected.
00065o SASTC011 To access your account via ADP's automated phone line,please
PAUL A KEENER � call 1-800-541-7705.
65 WILLIAMS DRIVE F o r T D D s e rv i c e s f o r t h e h e a r i n g i m p a i r e d d i a l 1-8 0 0-7 8 4-0 554.
. CARUSLE,PA 17013-4434 {� Visit the Web at www.dwsreti�e.com
. �For transactional detaifs,please visit the web site.
. Plan Number: 062436
U.S.LIME&MINERALS, INC.401(K)PLAN
_ Date of H ire: 03/15/1993
, . , • • , As of March 31,2013
This - Year to
. ____ .._._._ ___ ___— --- _�___ __ _ _. 'F�r3a� - ___ _ .-Ba�e- _ _ ___ ---- - __ _ ------- --
Beginning Balance 43,923.85 43,923.85
� Contributions 0.00 0.00
Dividends and Eamings 63.67 63.67 �;
Market Value Change 4,874.57 4,874.57
Total Ending Balance 48,862.09 48,862.09
� Vested Balance 48,862.09
a � • . •
� The'Current Asset Allocation' illustration is how your account balance was invested as of the end of the statement period.For
Futu�e Contribution Allocations,see page 2.
� Account Allocation
As of March 31,2013 Investment Type
� Income
$4,157.78 8.5190 Income
Growth $0.00 0.009�o Growth&Income
$S,73S.58 17.88% Growth
, _ $0.00 O.00X Agg►essive Growth
Other
� $35,965.73 73.61% Other
$48,862.09 Total
Deutsche Asset
&Wealth Management � page 1 of 6
PAUL A KEENER
.� '
:-'03l22l2013 12:00 T�0 CONSTRUCTION SI�PL�S {FA�}71?246 3128 P.002l003
, pri�cipal.com Secure Site Page 1 of 1
� '� Kome Pane�Contacts Directorv�Prtvacv&Securihr(He
F��SlaCJ�sI •
�
Produd Sumntaty Rc#irematt&Iwr�shnet�ts 13fe�c Fieatth Tr�surance
Your P�an Reso�crcps
>► iogout TR3-BORO O�NSTRUCTION SUPP[3E5,ING REZIRHM£NT SAVINGS PUW.Contrad Number:�-12438
vo�r pia� Empioyee Snapshot of PAUL KEENER{179304436) ,
vvervlew � ,
Contribntions,Loans • �B����°Y��a� .. • Have a Question? ,
' �pbY� � Full Name: PAUL A KEENER �o�ti�: 1
" A Where can I�see how
Manaye ErnptoyePS patie of Birth: 07/I2J1938 Hire Date: 07/17/1997 ' rnuch a p�tiaP�
Hoa�s oFService � 65 WILLIAM DR 08/16/1999 : d�����efor a
. : Address: CARl,ISE.E.PA Rehire Date:
�'p�� 17013-4434 � A tiAfiat happer�s tn a
snapshot 83Jd7l2013 ; {O��an
Compitante� Terminateon Date: �nqaY�leaves the
� � camqanY? . .
Irn+eslments : �
A what t:appens ta a
��� i� � � E!1 It i5 •
. ._..,.._..... ..._......._..._...___._.__....-•-•--.. ..._. ..............,_.__.....__......._ ...__,...... ._....................__..__.__..._..�
��I l�llf't ':, .
E ,C�2f2U�i.'�d? . .
�-�� . Acoouot Ba4ance This Year � � ' �
Message Center� Beginning Batance . $g0,280.04 see A[I.Loan:'AOs�» :�.
on di/0112013 . . . . .
(no mesages) AdditiOils . $816.00
Your Prof�le �
Wi#�drawals $0.00 Toois:o Assise
Manage SecurEEy Fe� PAtJL I�ENBR
rrot applicable .. ..... _.._._..._..._......_..---._..__...
Gain/Loss a $1,320.70 � p����M .
' Cterre�t Balance $92,416.74 �
ttxcu9h 03l11R�13 . . . Vfew Staternents
Vesbed BaTance $92,416.74
Vestina Debils
Other Account Infarr�nation This Year
Personatized Rate of Re#urn 2.46%
Elective Deferr8!Contre�trtion: NiA
cha�roe Con�wtlon aate .
Beneficiary on fife? Yes
• Bendidarv Form ,
Has a Loao? No
�
Home PaQe�Contacts Dlrectorv��ivacv&Seuiritv�Hein
Capyright�Z013 Prindpa[FMancial Services,Int.
�isclosure's erid Terms of Use{Slte Mao
r
� https:/Isecure05.prinaipal.con�employers/ri�employerview?page name=employeesnapsha... 3/12I20�3
;'03l22l2013 12:00 TRI-�i0 CON�TRUCTI01�1 SUPPLIES �FA�t}717 246 3128 P.003l003
_ , pri.ncipal.com Secure Site Page 1 af 1.
. , ..
ttome Paae�Contacts DlreCtorv(Privacv�Securitv�tie
�u►aliCfal
. Gro�p
� Prodact Summary ReUrement&IpvesEmer�s t)fe&Heaith insnrance
f{; Your Plan Resaueus
►i Z.O90tlt TRI-BORO COIVSiRUCTION SUPPliES,INC.RkTIRETF6JT SAVINGS PLAN,Contract I�tumber.7-i2438
Your Pian �mplayee Snapshot of PAUL KEENER(979304436)
overv�ew ����� � �
Contrlbuttons,toans _Baz�c Employee Da1a � �` Have a Quesiian?
. .. . .... ..............._..............U..'_.._....
.._..._._..__..._ .. ...
Ernployees . �ul!Natne: PAUL A KEENER LocatEon: 1
:y 1OJ04/f999 ; A�e can I see haw
' Manage Employees : Dat2 of Birdt: a7/12/1938 Kire Date: � mt,ich a particip�t
Hours af Service 65 WII.L3AM DR has avadade tar a
; Address: CARISSl.E,PA dan Ican?
Employee i7013-4434 � � A W�at happens O�a
. snapshnt , laan whert�an
Termination Date: �1/fl3/2011 ; ��������
Gampfiance • Co[i1P2r►Y? . .
Frtve�trnents ' A VVtlat h2ppef15 tia 2 •
' � �� i
i�t when it"ss '��.-.
.Reports _._...-.—........_..__._._.__._.._...._.______.._...__._.�..._....---•------_.......___.........�---____.__..___.._........_____....; .�defaultet�7 '.
Account Balanc� This Year '��'`�'
Toals � .
Me,45age Center 1� �Jinning 8alanc� '�•�. '.' ' .�::� �' �`:'..�:; .
�p�,�p�y2� $9,450.49 See All Lna'n FAOs»��';
{"���� Additions . .
Youc Proflle $0.00
Withdrawal5 $0.0o Taots t+o asstst
Manage Sewrity FeeS not applicable .__..._ PAUL KEENER
Gain/LOSS . � m $I22.12 . Aocess Partldoant
A
�uyh ols�/io�� $9,572.61 �
.. • V�ew State�nents
Yested Batance $9,572.61 �
. Vestfna D�aiis�
' Other Accoetnt infarmation This Year
. Personal'rted Rate of Return 1.29% �
' E{ecEive Deferra[Cantribut�on: rr/a .
Cha�e�ontHbutbn Rate ' - •
BeneFiciary on f€Ie? � No
�sfiearv Fortn �•
� Has a Loan? No �
;
,
. Home Paoe�[nntatts Dfrectorv j Pr[vacv�S�ritv�li�,pl
� Copy:lght p 203.3 Prtnclpai Flnaocial Services,inc.
fllsdosurrs arsd Terms of Use�Slte Mao
� https:Ilsecure05.principal.com/emgloyers/rislemployerview?page name=employeesnapsho... 3I12/2013
� -
. .
�
� � Prud ' ����
����
A Bn�of Prndential Finandal.Inc.
P.O.Box?960
Philadelpbia.PA 19i76
(S00)513-0805
Jason R Miller Coirtract Number: E0201341
150 Corporate Center Drive
Suite 105 October 7,2013 �
Camp Hill,PA 17011-1759 ��
�,
,,;
,�,
;,{:.
Dear Mr.Miller. �
Thank you fcx the oppatunity to be o�service to you. '
As of March 7,2013,the cont�act value w�: $�,948.38
your satisfactia�is important to us. If you have questlons,please contac�t your internal
wholesalet or aur Anreuities Se�vice Centet at(800) 513-08U5. Rep�esentatives are avai�able to ,
assist you Monday thrvugh Thwsday between 8 am.and?p.m.,and Friday betwe.en 8 am.and
6 p.m. Fastern tlme.
Thank you for choos�ng to do business with Prudential Annuities.
Sincezely,
Annuifites Sesvice Centet
,M
;.
:r�
�
;,a
, ,;;.
:�
�.
�
�r
,e,����a by�r���na Campany of Amerlca an�l Pcuco Li�'e I�Co�y(�N�►Ya�C,by Ptaco
Life I�arwoe C.ompany of Nevv Jecsey),�Il loc�Eed in New�l�,N1, a'b�'Pta�d Annu�l�s Lif�A�a Corporatloo.
S6e�ten.CT. Aana#ies m d�strib�ed by Pre�al Au��tes Disn'1b�ots,Inc..Saekon,G"1'. Alt are YrtrdeatW Fiaan�dal,1ac.
co�ex md eac�is soldy ee�pon�stble for i1s mRa f�mmdal caadition a�contradaal abligations.
CFECCFcee 92009
+
,
�.
�
°,t
��
. -;�
�'
,,..
A�'� � REV-1511 EX+(10-09)
a:
� pennsylvania SC H E D U L E H
�EPARTMENT OF REVENUE FUNERAL EXPENSES AND
1NHERITANCE TAx REfURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FIIE NUMBER
Paul A. Keener 21-13-0332
Decedent's debts must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Hoffman-Roth Funeral Home
$5,004.06
x
�:
�_
,
1
�=� B. ADMINISTRATIVE COSTS:
1. Personai Representative Commissions: $0.00
Name(s)of Personal Representative(s)PaUT A. K@2t1ef, Jr.
Street,4ddress 225 Ridge Road
City_��Herstown ____State PA Zip 17062
Year(s)Commission Paid: _
$3,900.00
2. Attorney Fees:
: $3,500.00
;
3. Family Exemption: (If decedent's address is not the same as ciaimant's,attach explanation.)
c�aimant Barbara F. Keener
street Address fi5 William Drive
City Carlisle State PA Z1P 17013
� —
' Relationship of Claimant to Decedent SpOUSe
�, —
�` $458.50
"' 4. Probate Fees:
�,:
�
5. Accountant Fees: $275.00
�
6. Tax Return Preparer Fees:
�. Misc.Postage $13.80
8• Reserves to conclude Estate administration,final accountings $600.00
�
X'
TOTAL(Also enter on Line 9, Recapitulation) $
13,751.3fi
If more space is needed,use additional sheets of paper of the same size.
� .
��
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date: 3/21/2013
Cumberland County - Register Of Wills Receipt Time : 12 : 04 :33 ,
One Courthouse S quare Receipt No. : 1073517
Carlisle, PA 17613
KEENER PAUL A
Estate File No'. : 2013-00332
Paid By Remarks : wZUL A KEENER JR
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 260 . 00 CUMBERLAND COUNTY GENER.AL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 25 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENER.AL FUN
INVENTORY 15 . 00 CUMBERLAND COUNTY GENER.AL FUN
JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check## 1036 $358 . 50
Total Received. . . . . . . . . $358 . 50
' � _
,,.
s�3°�'�'si� �: � i`g�'�'-ea.a��`���
�� I,„
. w�.�r'�'��iw�,���^r��.,��'��`•� �w��'s��
. . �"�,�:�w��'e���'?
�.
, , ��i. 3#��� ,�+�����^w c.,�«�4r.�`. .,
3. ' .
� �':r.b��%f.,4:�Pti.'s��d'4�vLrf
_ �y�;� +�+yM /�y�
i��i��j����� . .
.. .. . . '&:fi�6'iFA'P��*�'R..Yf�i��:�4�»:"..Qt .
�`�:,�I���.r��:. ����'�� � �,.����r������,`�`s ���:`�. �
�°:���'�F�°�t�°��°:��
��� ��:��—����e� �'�i�i���. �ta'�"i���� �'��.�..�`����—��t����r
� �.� :. ,��.°al i��€�°����,�'�s,.�:���r��.��
October 15, 2013
Paul A. Keener, Jr.
225 Ridge Road
Millerstown, PA 17062
Statement of Funerai Expenses for: Paul A. Keener
. Date of Death: March 7, 2013 Account Id: 16834-077
PACKAGE:
Immediate Cremation
OPTION 5-Cremation $ 1,990.00
Sub Total: $ 1,990.00
� MERCHANDISE:
Urn: Cherry Scattering (Liberty) Urn $ 450.00
3 Keepsake Urns $ 375.00
Sub Total: $ 825.00
TOTAL FUNERAL HOME CHARGES: $ 2,815.00
CASH ADVANCES:
20 Certified Death Certificates at$6.00 each $ 120.00
_ Newspaper Notice-Sentinel $ 551.64
Newspaper Notice- Patriot $ 1,003.52
Newspaper Notice- Public Opion $ 274.90
Urn Engraving $ 50.00
Flowers $ 159.00
Coroner's Fee $ 30.00
Sub Total: $ 2,189.06
Paul Keener, Jr Check 1002 May 7, 2013 5,004.06
Total Funeral Expense: $5,004.06
Total Payments Made: $ 5,004.06
. Balance: $ 0.00
• REV-1512 EX+(12-0$)
`'�� <
ry�' ` � pennsylvania SCHEDULE I
�' DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
;�;, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
:;:.. RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Paul A. Keener 21-13-0332
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
i. PPL Electric-final bill $227.44
2. Andrew C.Sheely,Esquire-estate planning documents prior to date of death $350.00
3. MF Rockey Moving Company-move Keen Cutter Tool collection to sale in Missouri $16,875.48
�� 4. Citizens Bank-Line of credit account#6887 $1,600.00
5. Citimortgage-account#0646446304-8-monthly mortgage payments $4,535.56
�
6. CenturyLink-final bill $16.88
7. Carpet cleaning for sale of residence $648.00
'`'+ 8. Carlisle Borough-final water bill $72.90
: �,
:�
,�: 9. Carlisle Borough-schooUreal estate taxes $2,272.33
� 10. Settlement costs,per attached settlement sheet $1,696.51
11. Jones&Martin Auctions,LLC-Fees,advertising costs,tent rental and other costs associated with $10,971.17
aur.tions of decedent's�ersonal nrooertv at oublic sale.
12. Citimortgage Account#0646446304-8-payoff,see attached settlement sheet $50,861.23
13. Citizens Bank-Line of credit account#6887-payoff,see attached settlement sheet $46,607.01
14. Decedent's 2012 Final federal income tax due $4,960.00
15. Decedent's 2012 Final PA income tax due $38.00
:�;
.,,,
, 16. Decedent's 2012 Final local income tax due $12.00
�7. Coram,Inc.Healthcare Infusion Services $90.0�
'� 18. Simmons&Company Auctionear-commission,fees,advertising and other expenses asociated with $38,763.74
Keen Kutter tool collecti�n.
5 �9• Reimbursement for travel and lodging costs associated with the supervision of the sale of Decedent's $1,216.41
i �:: Keen Kutter tool�.�Ilections sale in Missouri.
, F 20. Lawn maintenance from date of death to final settlement. $625.00
j:
.:�9i
TOTAL(Also enter on Line 10, Recapitulation} $
182,439.66
'� If more space is needed,insert additional sheets of the same size.
�
rc.Y.>,,
,;.�:
��
f
�a:,
Retain a copy of the signed and dated Form 8879 for your records.
;�;
Pennsylvani�Filing Instructions
Your 2012 Form PA-40 shows an amount due of$38. A check in th
;,� made payable to the Pennsylvania Department of Revenue. e�ount of$38 should be
� S.S.N., 2012 Form PA-V"and your daytime telephone numberlon he ch four digits of your
� eck.
Ma.il the check a.nd Form PA-V by AS SOON AS POSSIBLE to:
- PA Dept of Revenue/Payment Enclosed
1 Revenue Place
Harrisburg,PA 17129-0001
Sign and date Form PA_gg79,Pennsylvania e-file Signature Authoriza,tion.
�:.-�; possible to: Return it as soon as
Ocker&Associates,PC
= 4148 Lincoln Way E
�.:
�' Fayetteville,PA 17222-1125
Your return is being filed electronically. Do not mail Form PA-40. In' '
, the return and reta.in it for your records. rtial and date the copy of
�;:
:�; .
�'� Local EIT Return-Cumberland Co Tag Bureau Filing Instructions
�
_ Your 2012 Form PA Local Earned Income Tax Return shows an
the amount of$12 should be made payable to the Cumberland County Tax Bu eau?w .check in
� social security number and "2p 12 Income Tax"on the check. Si and date rlte your
`�� and mail it by AS SOON AS POSSIBLE to: � �e return on Page 1
Cumberland County Tax Bureau '
21 Waterford Dr., Suite 201
Mechanicsburg,PA 17050
�_.` Also enclosed is any material you furnished for use in re azin the re
examined,requests may be made for su P p g t�s. If the returns are
Pporting documentation. Therefore,we recommend that
you retain all pertinent records for at least seven years.
In order that we may properly advise you of tax considerations, lease ke
�° significant changes in your financial affairs or of any corres ondence eP us informed of any
�' P received from taxing
authorities.
,
�: If you have any questions,or if we can be of assistance in an wa lease do not hesi
,;
y Y�P ta.te to call.
'�= Sincerely, '
'�:--` �
�=:. Michael D Ocker,CPA
#
a;;.
t,,.
�.
_._ _ __. ---_ _ _ _. __ _
E, _..... ... :. . ....
.,: R � �1 � � � � 1 �4►�' � � P�
� � � � �
.� '. �; � � � �r � � � � r� � u� � � � � � cc � �! � �r � � �rs
October 9,2013
� CONFIDENTIAL
�'
� PAUL KEENER
i� 225 RIDGE ROAD
;�:
MILLERSTOWN,PA 17062
R�:
Dear PAUL:
We have prepared the following returns from information provided by you without verification
or audit:
U.S.Individual Income Tax Return(Form 1040)
Pennsylvania lncome Tax Return(Form PA-40)
Local Earned Income Tax Return-Cumberland Co Tax Bureau
We suggest that you examine these returns carefully to fully acquaint yourself with all items
contained therein to ensure that there are no omissions or missta.tements.
,�,
:� Federal Filing Instructions
.;,_
Your 2012 Form 1040 shows an amount due of$4,960. A check in the amount of$4,960 should
be made payable to the United States Treasury and included with the voucher. Write"S.S.N.
�
179-30-4436,2012 Form 1040"and your daytime phone number on the check.
ro .
�:
= Mail the Form 1040-V and the check by October 15,2013 to:
:_.
Internal Revenue Service J
P.O.Box 37008
: Hartford,CT 06176-0008
Do not attach your payment to Form 1040-V. Instead place them loose in the envelope.
.
Your return is being filed electronically with the IRS and is not required to be mailed. If you
mail a paper copy of Form 1040 to the IRS it will delay processing of your return. Initial and
date the copy,and retain it for your records.
Form 8879 IRS e-file Signature Authorization authorizes your electronically filed return to be
signed with a Personal Identification Number(PIl�and certifies that Part I amounts are from
your tax return. Review and sign the Form 8879 IRS e-file Signature Authoriza.tion an'd mail it
�' as soon as possible to:
��
�=s'' Ocker&Associates,PC
#: :
4148 Lincoln Way E
'`� Fayetteville,PA 17222-1125
,�
Important: Your return will not be filed with the IRS until the signed Form 8879 IRS e-file
� Signature Authorization has been received by this o�ce.
�:,
�'s�:
��.
�
. ��v-i6i3 Ex+�oi-io�
� pennsylvania SCHEDULE �
DEPARTMENT OFREVENUE
INHERITANCE TAX RETURN BENEFICIARIES
° � RESIDENT DECEDENT .
�' ` ESTATE OF: FILE NUMBER:
�
Paul A. Keener 21-13-0332
;�i! - -
�+ KtLAIlUNSHIt' 1 U Ut(;tUtN I HMUUIV I UK�I1HKt
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERIY Do Not List Trustee(s) OF ESTATE
� I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. Barbara F.Keener,P.O.Box 325,Pacific,MO 63069 Spouse 2008 Ford Taurus
2. Paul A.Keener,225 Ridge Road,Millerstown,PA 17062 Son 33 1/3 %of Rest,
Residue& Remainder
3. Annette M.Wise,649 Meadow Drive,Camp Hill,PA 17011 Daughter 33 1/3 %of Rest,
Residue& Remainder
4. Jamie B.Keener,519 Spring House Road,Camp Hill,PA 17011 Son 33 1/3 %of Rest,
Residue& Remainder
,
;
,y.
��
r�,
��
�,
,�
;�r
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 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:
:r;
; 1. �
�
:�:
�;F:
�;
��t
�'.
3�..;
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.
, .
r-- � '
LAST WILL AND TESTAMENT
OF �
PAUL A. KEENER
I, PAUL A. KEENER, of 65 William Drive, Carlisle, (Borough of
Carlisle), Cumberland County, Pennsylvania, make, publish and declare this as and
for my Last Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me. �
FI_RST: I direct that any and all just debts, funeral and administra.tive
expenses within reason, which may be payable by reason of my death, shall be
pa.id out of the principal of my esta.te as the same can conveniently be done.
SECOND: I acknowledge that I am married to BARBARA F. KEENER
and that I am giving and bequea.thing BARBARA F. KEENER my 2008 Ford Taurus,
my Victrola and associated record collection, my wooden cupboard and my Stickley
cabinet located in the dining room of my residence. I further acknowledge that the
distributions, gifts and bequests to BARBARA F. KEENER herein are limited not due
my lack of love, respect and affection for her but because she has other financial
resources, incornes and assets available to her for her use and care. �
_: I give, devise and bequeath all the rest, residue a.nd
remainder of my estate, of whatever nature and wherever situate, including any
property over which I hold power of appointment and together with any insurance
policies thereon, as follows:
(a) Thirty-three and one-third percent (33 1/3%) thereof unto my son,
PAUL A. k�ENER, JR,, of Millerstown, Pennsylvania, provided that should PAUL A.
�
` KEF1vER, JR. predecease me, I give and bequeath his share equally unto his issue, er
p
, : . stirpes; and
�
`
� .
. �
(b) Thirty-three and one-third per�cent (33 1/3%) thereof unto m
Y
daughter, Ar�NE'1'I'E M, wISE, of Camp I�'ill, pennsylvania, provided that should
A�TTE M. WISE predecease me, I give and bequeath her share unto
her issue, per
stirpes; and
(c) Thirty-three and one-third percent (33 1/3%) thereof unto m son
JAMIE B, k�!;�NER y �
, of Camp Hill, Pennsylvarua, provided that should JAMIE B,
I���NER predecease me, I give and bequeath his share equall unto his issue e .
Y , pr
stirpes.
FOURTH: In addition to all powers granted to them b law and b other
Y y
provisions of this Will, I give the fidaciaries acting hereunder the following powers,
applicable to all property, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, for any period of time,
any real or personal property and to give options for sales, exchan es or leases for
g ,
such prices a.nd upon such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give legally sufficient
instruments for transfer of the property and to receive the proceeds of any disposition.
(B) To partition, subdivide, or improve real estate and to enter into
agreements concerning the partition, subdivision, improvement, zoning or management
of real estate and to impose or extinguish restrictions on real estate.
(C) To comprorriise any claim or controversy and to abandon an
y
property which is of little or no value.
(D) To invest ir. all forms of property, including stocks, common trust
funds and mortgage investment funds, without restriction to investments authorized for
� � Pennsylvania fiduciaries, as are deemed proper, without re ard to an rinci 1
g yp peof
; diversification, risk or producti�ity.
�
2 �
, .
� �
- (E) To exercise any option, right or priviiege granted in insurance olicies
p
or in other investments.
(F) To exercise any election or privilege given b the Federal and
Y other
ta.x laws, including, but not necessarily being limited to, ersonal income ift
P , g and
esta.te or inheritance tax laws.
(G) To make distributions to my herein named beneficiaries in cash or in
kind or partly in each.
(H) To borrow money from themselves or others in order to a debts
pY �
taxes, or estate or trust administration expenses, to protect or improve any prope
rt3'
held under my will, and for investment purposes. �
(I) To select a mode of payment under any qualified retirement lan
P
(pension plan, profit sharing plan, employee stock ownership plan, or an other e of
, Y �S'p
qualified plan) to the extent provided for by the plan or the law.
_I direct that any and all inheritance, estate, transfer, succession
and similax death taxes shall be paid out of the principal of my residual estate.
SI_: I nominate and appoint PAUL A. k��±�TER, JR., Executor,
of this, my Last Will and Testament. In the event of the death, resignation or inability
to serve for any reason whatsoever of PAUL A. KEF�IER, ,TR,, I nominate and
appoint JAMIE B. I��:ENER and ANNETTE M. WISE, Co-Executors, of this, my Last
Will and Testament. I direct that my Executor or Co-Executors, as the case shall be,
shall not be required to post security or a bond for the performance of their duties in �
- any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,
r�ny Last Will and Testament, this ��t da of Februa 2013.
� y �'� -
. >
�
� _ �
(SEAL)
PAUL A. KEENER
�
• r �
t' � �
�
Signed, sealed, published and declared by the above-named Testat
or as and for
his Last 'Will and Testarnent in our presence, who, at his re uest in his r
q , p esence and in
the presence of each other, have hereunto subscribed our names as attestin witnesses
g .
�/ � � ����
G C� G�%(O
Address ��e
,� � / +V! f / „���fA/!(1 /f J`� � - ./ /� r /����' r� .
� � .� ��` /
Address j , i��.>.� ` Nari`�e._-'�
;
,.
,
a