HomeMy WebLinkAbout01-0735
"
PETITION FOR PROBATE and GRANT OF LETTERS
'..
Estate of PAUL G. KEENER
also known as
No.
To:
21-01-735
Register of Wills for the
. Deceased. County of Cumber land in the
Social Security No. 174-20-7962 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age o.J."8lder an the executor
in the last will of the above decedent, dated 1 November
and codiciI(s) dated n/ a
named
, 19-12-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land County, Pennsylvania, with
h ; ~ last family or principal residence at 812 Market Street, NEW Cumberland. PA
(list street, number and muncipality)
Decendent, then 74 years of age, died
at Harrisburg Hospital. Harrisburq. PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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 domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
812 Market Street, New Ctm1berland, PA
15 March 2001
,~
$500.00
$
$
$ 4 U , UUU . 00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters h~~+-~mpn+-;::ny
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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St. Bonaventure, NY 14778
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I sc"o
COUNTY OF CUMBERLAND J ~
The petitioner(s) above-named sw~ar(~) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer e estate according to law.
affirmed and
1st
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~o. 21-01-735
"
Estate of
PAUL G KEENER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 8 JV) 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated NOVEMBER 10, 1976
described therein be admitted to probate and filed of record as the last will of
PAUL G KEENER
TESTAMENTARY
ROGER E KEENER
and Letters
are hereby granted to
'7#Y~:~?/J~ J~
R~ ter of WI
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
x-pag~s .
RenunCIation
JCP
$ 80.00
$ 12 . 00
. . . . . . . . . . . . . . .. $ 6.00
$ 5. 00
TOTAL _ $ 103.00
.... ... .~P~q~T. .1.,. .?9P.~..........
SAMUEL LANDES
A ITORNEY (Sup. Ct. I.D. No.)
525 NORTH TWELTH ST. LEMOYNE PA
ADDRESS
Filed
PHONE
~/U~~
21-01-735
REGISTER OF WILLS OF CUr-1BERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Samuel L. Andes
~
(eaek) a subscribing witness to the will presented herewith, ('8aGb.) being duly qualified according to
law, depose(s) and say(s) that he was present and saw
PAUL G. KEENER
the testat or , sign the same and that he signed as a witness at the
request of testat~ in hi s presence and (iR the pregeRee of saGh ether) (in the presence of the
other subscribing witness(es)). ~) n
Sworn to or affirmed and subscribed before ~
me this 1st day of (Name) Samuel L. Andes
'?~UST U2001 525 N. 12th Street, Lem:>y!!e, PA 17043
-~.u"~~~"'''r (Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
ROGER E. KEENER
(.eael=t) a subscriber hereto, (eaeIt) being duly qualified according to law, depose(s) and say(s) that
he is familiar with the signature of PAUL G. KEENER
~
testat or of (eRe 6f tHe g\l"~{'rihing witne~~e~ to) the will presented herewith and
coQieK
that he believes the signature on the will is in the handwriting of
PAUL G. KEENER
to the best of
his
knowledge and belief.
-P~.-
/ (Name) ROGER E. KEENER
P.O.Box lOS, St. Bonaventure, NY 14778
(Address)
Sworn to or affirmed and subscribed before
me this Is t day of
~ AUGUST ~2001
'~r~-{~~~~"jA' 74..~
Register
(Name)
(Address)
005.905 REV.(09/00)
f h d h' h ' fil the Pennsylvanl'a Division of Vital Records In accordance
This is to certify that this is a true copy 0 t e recor w lC IS on 1 e in
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No,
~/I~
Charles Hardester
State Registrar
C\~s. ~~ ~~~..... /5Jr'
Robert S,~erman, Jr., MPH
Secretary of Health
APR 1 3 2001
1797885
Date
21-01-735
(9 HeJ5.'43_.2Illl
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPEIPAlNT
IN
'ERMAH€NT
RACK _
2. Ma 1 e
STAlE f'lE NUIOIlEA
SOCIAl. SECURITY NUMBER
3.174 - 20
i1J
SEX
8lRTHPlACE lCoIy ....d
,..... 01 fcr_ Coun/f'" HOSPITAL
Lewisberry, PA ~o
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FACIlITY NAME (II....~. ~...... ono""",,*o
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DECEDENrS USUAl 0CC\lI'IV10N
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uLElectrician U/;:!im Electric
DECEDENT'S loIAllJNG AODAESS CSlr_~. -. ZipCoclel
812 Market Street
New Cumberland,PA 17070
,a.
RlrHEIl'S NAME tF".... _ L-'I
tL Paul G. Keener
lIlFORIoUoKT"S tWoolE (f W*f'nnIl
aL C. Bernice Keener
UEntOO Of' IlISPOSlTlOH
O _e9 ~O __$1...0
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ilMIn:ed (Spec:lIyI
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SUfMVING SPOuSE
(.-----
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Cumberland --'1 17..rn~:::.. New Cumberland
IolOTHER'S _IF..t. _. _s...name)
~JCordilla Altland
1NF0000000'S IolAIUNG AIlOAESS CSlrWI. ~ Sltoo. Z"op Codal
~812 Market Street, New Cumberland,PA 17070
PI..ACE OF lll$POSlT1()lol. _..~, Ct--.wy LOCRlON. ~,~. ZiI>~
0< Oth<< _
2001 2.c.Emanuel Cemetery 2lJ...ewisberry, PA 17339
tWoolEAHOADDRESSOFFACLlTY 1707 n
L ~tone&MurrayFH408 3rd St New Cumberlana, PA
LICENSE N\lM8ER DATE SIGNED
p.tonf\. Ooy. - ) \ \ 1\ \
NoD
24. \C>~ 1. 3 It M. 25. 3 ,s \\
u. MIlT I: E.....IN_......or ~_ea"'.lll'" ""alii. Do _ _..Iho _oI~, suc'...ca'cliac: or '.....alory ..,ost. shock or...... '.......
liol_ _ caustOft ...".1iM.
3000. 3010. M. 3Oc. _.
PlACE OF INJURY. AI ......... tann. SI'.... toc:lory. otfica LOCATION _. c.o,flown. Stala'
buildIol9. _. ,_,
aL _ 3000.
CERTIFER tCNd< .".,. onoI
"CERTlFYlNGPKYSICIAIltphysooan~__d_......,aror. pI1_"'" haspr~de"'" """C~ n.... 231
,....._of""~,...___.....ceuae(.,__.._....................................... ........
\,,-no. r&\OI\
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DUE 10 (OR AS" CONSEQUENCE OF):
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MANNER OF DEATH
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PART .:
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not rwsultinQ in 1M ~.... g;.... in PlIlRT l.
DATE OF INJURY
lMonlh. Osy. _I
TIME OF INJURY
INJURY /Il WORK? DESCRIBE KOW INJURY OCCURREO.
... 0 NoD
.l'AONOUtlCIlIG AHO CERTIFYING PHYSICJAN tphysooan ""'" ",orouncong _ _cOf\llyonQlO ~ 01 de...,
To.. beet oC ""~. ._.. oec""," at........ .... Md ptKe, and due to the cauM(.. aftI!t mannef as st.'eeI.,
32.
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On the bultI of .._....Ioft and/<< Inve.tlgation,1n my opinion, de"" occu"ed III lhe tbM, dale. and placa, and duato the cauH(a' and
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REGISTRAR'S SIGNATURE AND NUMBER
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21-01-735
WILL
OF
PAUL G. KEENER
I, PAm. G. KEENER, of the Borough of New ClUllberland, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
Item I. I direct that all my just debts and fnneral expenses,
including my gravemarker and all expenses of my last illness, shall be
paid from my residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
Item II. In the event my wife, CLEO B. KEENER, shall survive me, I
devise and bequeath our home real estate located at 812 ~brket Street in
the Borough of New Cumberland, Cumberland County, Pennsylvania, or any other
home which may be our principal place of abode at my death, together with all
policies of insurance on said real property, to my wife, CLEO B. KEENER,
without liability for waste, for her life or until her remarriage or nntil
she no longer uses said premises as a home for herself.
Upon the death of my wife, Cleo B. Keener, or upon her remarriage or her
no longer using said premises as a home for herself, whichever first occurs,
I devise and bequeath the said real estate to my son, ROGER E. KEEl'JER, of
New ClUllberland, Pennsylvania, provided he shall survive the death, remarriage,
or no longer using said premises as a home for herself of my said wife, whichever
occurs first, by sixty ( 60 ) days.
-----;
6;;;/~ ~
Paul G. Keener
/C~ /?J 1926
Page I of 3 Pages
,.
Should my son, Roger E. Keener, not survive the death or remarriage of
my wife, Cleo B. Keener, or the time when she stops using the property as
her horne, then upon the death of my wife, Cleo B. Keener, or upon her
remarriage or her no longer using the premises as a home for herself, which-
ever first occurs, I devise and bequeath the property to my daughter, TRACY L.
KEENER, of the Borough of New Cwnberland.
I direct that my wife, Cleo B. Keener, snaIl not be required to glve
bond as a life tenant and shall not be liable for any loss, damage, or
destruction of said property, real or personal. I direct that, for purposes
of this Item II of this my last will, any sale or attempted sale of the
property by my wife shall be interpreted as her no longer using the property
as her home.
Item III. I devise and bequeath the rest, residue, and remainder of my
estate of every nature and wherever situate to my wife, CLEO B. KEENER, provided
she survive my death by sixty ( 60 ) days. Should my wife predecease me or be
deceased on the sixty-first day following my death, I devise and bequeath all
the rest, residue, and remainder of my estate of every nature and wherever
situate to my daughter, TRACY L. KEENER.
Item IV. I appoint my son, ROGER E. KEENER, executor of this my last will.
Should the said Roger E. Keener fail to qualify or cease to serve as executor,
I appoint my daughter, TRACY L. KEENER, executrix of this my last will.
Item V. I direct that my personal representatives, as well as their
successors, shall not be required to give bond for the faithful performance of
their duties in this or any jurisdiction.
IN WITNESS WHEREOF, I have herelIDto set my hand this
, 1976.
10
day of /t~
/...."..-...._~.._..........._- _.../// . / ~
I ~ //t:/
~. ~:~;G. Keener ·
//
....
Page 2 of 3 Pages
The preceding instrument, consisting of this and two other typewritten
pages, each identified by the signature of the testator, was on the date
thereof signed, published, and declared by Paul G. Keener, the testator
therein named, as and for his last will, in the presence of us, who at his
request, in his presence, and in the presence of each other, have subscribed
our names as witnesses hereto.
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Page 3 of -3 Pages
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--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Paul G. Keener
Date of Death:
1 5 March 2001
Will No.
Admin. No. Z J -ol-OJ sS
To the Register:
I certify that notice of beneficial interest required by Rule 5. 6(a) of the
Orphans Court Rules was served on or mailed to the following beneficiaries of the
above-captioned estate on 7 August 2001 .
Name
Address
Cleo Bernice Keener
Roger E. Keener
Tracy L. Keener
812 Market Street, New Cumberland, PA 17070
P.O. Box 105" St. Bonaventure, NY 14778
812 Market Street, New Cumberland, PA 1 7070
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
Date: 5)0J
~rfr~
Name:
Address:
Samuel L. Andes
525 N.12th Street
Lemoyne P A 1 7043
Telephone # 717761-5361
Capacity:
Counsel for Personal Representative
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
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 174-20-7962
FILE NUMBER: 2101-0735
DECEDENT NAME: KEENER PAUL G
DATE OF PAYMENT: 10/03/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/15/2001
NO. CD 001684
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $211.98
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: SAMUEL LANDES
CHECK# 4333
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$211.98
MARY C. LEWIS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
OEPT. 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
SAMUEL LANDES
525 N 12TH ST
LEMOYNE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
,Q9UNTY
'AtN
11-19-2002
KEENER
03-15-2001
21 01-0735
CUMBERLAND
101
*
REY-1547 EX AFP CDI-D2)
PAUL
G
PA 17043i,.
Allount Rellitted
/ cJ'i '13
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=is4j-i3f-iFP--fol-:021--No'Tici--oF-'rtiHiifiTANcE-TAX-APPRAisEifENi"~--AL1-oWAiicE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAUL G FILE NO. 21 01-0735 ACN 101
ESTATE OF KEENER
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 11-19-2002
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
21,000.00
.00
.00
.00
4,403.49
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued pr-eviously, lines 14, 15 and/Dr- 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
(9)
(10)
NOTE:
6,842.63
1,110.25
(11)
(12)
(13)
(14)
12,739.86 X 00 =
4,710.75 X 045=
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
25,403.49
7.952 88
17,450.61
.00
17,450.61
(19)=
.00
211.98
.00
.00
211.98
TAX CREDITS:
. ~" ..on. ....-..... . I (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-03-2002 CDOO1684 .00 211.98
BALANCE OF UNPAID INTEREST/PENALTV AS OF 10-04-2002 TOTAL TAX CREDIT 211.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.43
TOTAL DUE 10.43
. IF PAID AFTER DATE INDICATED, SEE REVERSE
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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
'v /~-r:JY9-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 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
11-19-2002
KEENER
03-15-2001
21 01-0735
CUMBERLAND
101
SAMUEL LANDES
525 N 12TH ST
LEMOYNE
PA 170-43
*'
REV-1541 EX AFP (01-02)
PAUL
G
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
21,000.00
.00
.00
.00
4,403.49
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y-=is4j-EX--AFP--foi-':oi-f-NOTicE--OF-i-tiHERiTANCi-TAX-APPRA-isEii€Ni'~--Aii-oWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEENER PAUL G FILE NO. 21 01-0735 ACN 101 DATE 11-19-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, IS 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. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
(9)
(10)
6,842.63
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
25,403.49
7.952 88
17,450.61
.00
17,450.61
(19)=
.00
211.98
.00
.00
211.98
1.110.25
(11)
(12)
(13)
(14)
12,739.86 X 00 =
4,710.75 X 045=
.00 X 12 =
.00 X 15 =
TAX CREDITS:
. ". ...... r . Kt:l;t:~rl (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-03-2002 CDOO1684 .00 211.98
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-04-2002 TOTAL TAX CREDIT 211.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.43
TOTAL DUE 10.43
. IF PAID AFTER DATE INDICATED, SEE REVERSE
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).1 YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
____n__ fold
ESTATE INFORMATION: SSN: 174-20-7962
FILE NUMBER: 2101-0735
DECEDENT NAME: KEENER PAUL G
DA TE OF PAYMENT: 12/02/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/15/2001
NO. CD 001900
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10.43
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: SAMUEL L ANDES ESQUIRE
CHECK# 4408
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$10.43
MARY C. LEWIS
REGISTER OF WILLS
-'7 -~ 'Y9-/
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1n7 EX AFP (01-03)
SAMUEL LANDES
525 N 12TH ST
LEMoYNE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNT)' ;
ACN
01-21-2003
KEENER
03-15-2001
21 01-0735
JCUMBERLAND
101
PAUL
G
Allount Relli tted
PA 17043
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V = 16'ifj-ix--AFP--foi-:031-------...--iNirERITANc'E--yiX--sT~rfEM'E-tiY-O-F-ic-couirf--...---------------- -----
ESTATE OF KEENER PAUL G FILE NO. 21 01-0735 ACN 101 DATE 01-21-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-19-2002
PR I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
211.98
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-03-2002 CDOO1684 .00 211.98
12-02-2002 CDOO1900 10.43- 10.43
TOTAL TAX CREDIT 211.98
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
SAMUEL L. ANDES
ATTORNEY AT LAW
525 NORTH TWELFTH STREET
P. O. BOX 166
LEMOYNE, PENNSYLVANIA 17043
TELEPHONE
(717) 761-0361
19 April 2005
FAX
(717) 761-1430
Glenda Farner Strasbaugh
Clerk of Orphans' Court
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Paul G. Keener
21-01-00735
Dear Ms. Strasbaugh:
I represent Roger Keener, the personal representative of the above estate. We
recently received notice of a hearing in June because my client had not filed the final
status report.
I filed a First and Final Account on behalf of my client several weeks ago and it
is scheduled for confirmation by the Court at the end of April. At that time I will file
the final status report.
I request that the hearing scheduled in June be cancelled.
Sincerely,
sa~
le
cc: Mr. Roger Keener
41
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Name of Decedent:
STATUS REPORT UNDER RULE 6.12
PeA\}..\ 6. J(<.-e.Nt"r
3}/S/OJ
Date of Death:
Will No.:
Admin. No.: 200/- 0013 S;
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: ~\~~;..., 9 0 ~.'S
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 No 0
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 0 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~re . _.....
Date: ~ 03 _ __J~
Si re
50'\ fV'.l.Ae , L. .A-t-J~
Name
Sz-s tv. 12..~. S+~
Le(V'loYr-Je P A J 70'fI
Address
(. (II) r" I S;-3'"
elephone No.
Capacity: Cd Personal Representative
.P9 Counsel for personal representative
,
..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/07/2003
KEENER ROGER E
PO BOX 105
ST BONAVENTURE, NY 14778
RE: Estate of KEENER PAUL G
File Number: 2001-00735
Dear Sir/Madam:
It has corne to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/15/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: JFile
Counsel
Judge
REvlI50GEX(6_ODI
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
o 1
YEAR
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o
DECEDENT'S NAME (LAST, fiRST, AND MIDDLE INITIAL)
Keener Paul G.
DATE Of DEATH (MM-DD-YEAR)
..---
REV-1500
i:);,;;FICIAL USE Ol\j~_V
FILE NUMBER
2 1
COUNTY CODE
0735
-----
NUMBER
SOCIAL SECURITY NUMBER
DATE Of BIRTH (MM-DD-YEAR)
174
20
7962
Q 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Mach copy of Will)
o 9. Litigation Proceeds Received
THIS RETURN MUST BE fiLED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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o 2. Supplemental Return 0 3. Remainder Return (date of death prior 10 12.13.S2j
o 4a. Future Interest Compromise (date 01 death alter 12-12-82) 0 5. Federal Estate Tax Return Required
o 7, Decedent Maintained a Living Trust (Mtocl'lOOflyclTrust\ B. Total Number of Safe Deposit Boxes
o 10. Spousal Poverty Credit (dala oldealt1 between 12-31-91 and 1-1.95) 0 11. Election to tax under Sec. 9113(A) (Attach 500 0)
!l')...J .' ,ili!' M.~f 9t.:1i'!;'TP;"
COMPLETE MAILING ADDRESS
525 North 12th street
Lemoyne, PA 17043
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NAME
Samu 1 L. nd
FIRM NAME (ll~}
TELEPHONE NUMBER
717 761-5361
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3, Closely Held Corporation, Partnership or Sole-ProprietQrship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Scl\edule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probale Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Aclm.lnislralive Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(1) 21,000.00
(2)
(3)
(4)
(5) 4,403.49
--'OFFICiALUSE ONlV--
(6)
\.'-
(7)
(8) 25,403.49
(9) 6,842.63
(10)1,110.25
(11) 7,952.88
(12) 17,450.61
(13)
12. Net Value of E:state (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14) 17, 45 0 . 61
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15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable al sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
12,739.86
4,710.75
x.O_ (15) 0
x .042- (16) $211.98
x .12 (17)
X .15 (18)
(19) 211.98
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20.0
>>' all URE; ToAtilllWl!RAI.L:QUESTIOIllS Ol'f l!VIi sf!. IP 'AlilllRECHECK'MATH<'<"
Decedent's Complete Address:
STREET ADDRESS Q12 Market Strppr
CITY New Cumberland I STATE PA I ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. CreditsJPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
211.98
Total Credits (A + B + C) (2)
0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the DVERPAYMENT.
Check box on Page 1 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)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Zf I. 'I &"
Make Check Payable to: REGISTER OF WILLS, AGENT
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;.......................................................................................... D IZI
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [g]
C. retain a reversionary interest; Dr.................. ......................m ......................m......................... ... 0 IXI
d. receive the promise for life of either payments, benefits or care? ............ ........................................... ............. 0 IRI
2. If death occurred after December 12, 1982, did decedent transfer property wilhin one year of death
without receiving adequate consideration? .. ...................... .................... D [K]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... D IKI
4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designalion? ... ................... .................. D [ZJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of Iher than Ihe I representative is based on ail informalionofwhich preparer has any knowledge
PONSIBLE FOR FILING N
LfIIS
DATE
2'1 S
ADDR
S2S NORT'H 12t-h Street-. LernovnEe. PA 17043
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of dealh on or after January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
Dr a stepparent of Ihe child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on Ihe net value of transfers tD or for Ihe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116(a)(1.3)J. 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.
REV-l502EX + (1.97)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PE.NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Estate of Paul G. Keener 21-01-0735
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 prica at which property would be exchanged
beween a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshi'" must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF OEA TH
1.
Residence at 812 Market Street in the Borough of New
Cumberland, Cumberland County, Pennsylvania. The residence
was in an advanced state of disrepair. The value of the property
on the date of death (see appraisal attached)
$21,000.00
NOTE: This property, in accordance with the will of the Deceden
a copy of which is attached hereto, was left in a life estate to the
Decedent's wife and widow with a remainder to the Decedent's
son. Please see Schedule K which is filed with this return.
TOTAL (Also enler on line 1, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
$21,000.00
FraamanRealEstals
~
UNIFORM RESIDENTIAL APPRAISAL REPORT FU.No.
812 Markel Street New Cumberland t PA C e 17070
C u Cumberland
26-24-0 11.279
o 1 .0
00:"
PUD Condomlnlum
a eft ce42-41
Owne,
AonI
lenan'!
KOA N/A
susTract 108
NfA
0.00
Vacant
F..
8ora.
a
Current Owner Keener
t leasehold PrDctT e
f New Cumbertand
DaN/A
M
D.
1.andu..ehaJIg.
~N"lIkaIy OUl<o~
Olnprocus
To:
reslden iat in character.
Faclors that affect the markllabDIIyotthe properties lnth. ~ (prmtty \0 employrnam and amenltlss, employmonlslabUIty, appeattomaOOl~ etc.):
The sub'ect ra ert Is situated in a nei hborhood in which the residential ro rties are for the m sl art similar and/or com atibJe with one
an ther as to a desi n etc. The area en'o sase of access to ho in schools aod e \ mant centers. There are no adverse market
trends.
Addr" 525 N 12th S\ Lem ne PA 17043
Address 3920 Market Steam Hlll PA 17011
Predominant !l!l!e am y OUlI!Q P<<Ihnllanduu'%
PRICE AGE""
occupancy $(Ooo} (yrs) One family eo
o Owner 0-5 20 low ~5 2-4 family 5
o 1llnant 175 100 MulU-lamJly 5
OVacalllW.5%1 p,- Commamial 1
85 55
Market (:ondilions In the subject neighborhOOd Qncludlng &.uppart jar liIe a\l(We conclusions relale~ 10 !he trend 01 property values, demand/supply, and marlcetirw time
- su(:h as data on competitive propll1ldS lor sam In the neighborhood, dascrtplion of the f1re~al8fltfl 01 sales and financing cClfmesslons, etc.):
The demand/flU , ratio is in balance as evidenced b the e.bs r lion rata of those hcmes ex osed to Ihe market.
ProJKt InfDrmatlon lor PUo. (H appBcable). -Is the developarlbulklar In cGlItml oj tile HOIl1ll Owners' Association (HOAJ? Yes No
Approxlmatalotal numberot units in the subJecI project N/A Apllfoxlmate row number 01 units lor uleln the su1l18(:1 project N/A
Dltlcrtbe common eI ments and recreallonal lacUltles: NfA
Olmanskms 8OX100 Topography level
SiIa area 8 000 Comer lol ~ Yas 0 No Size tical for area
Specnlc zoning cIBsslllcatiOl1 and descrtpllon R-1 residefltial sin Ie fiilml1 Shape rec/an utar
ZonIng compUanCfl ~ lBgal 0 lBgal nonconlorminQ (GrandtatMredusel 0 UllIVaI 0 N020nlng Drainage ade uale
Pe e u er View avera e
OlIlar Otl-ellelrnproVem6nll Type PublIc Prlvate Landscapll\\l ads uate
Street macadClm [gJ 0 Driveway Sut1&c6 mace.dam
Culb/gllttllr concrete [XI 0 Apparent easemanlll none
Sklewalk N/A 0 0 FEMA Special Rood Hazard Area [8J Yes 0 No
Street lights fgJ 0 fEW Zone B Map Date BI92
torm se Ie macadam M N. 420 66
ComlTlllnls (apparent adverse easemenls, 8Ilcroa(:hments, spltClal assessments, sUde areas, Illegal or legal rnmconkmnlllO:umlng Use, etc.): There are no
il srent adverse easements conditions or encroachments.
BENERAlDESCRIPTION
No.afUnlls 1
No. af Stories 2
lypa(DetJAtt.) Det
llasign(StjI.) 2
ErJslinWProllUud E::.;is\ifl
Au' (Vrs.) 90
EflllctlveA II 11i. 70
ROOMS Fo Ilf vln
B e nl
1
2
AnfshedBreaebDwe de (:onlalns:
INTERIOR. Materials/Condltioll
floors car et hrdwdlfair
Walls lasterJfair- oor
Trim/fInIStI wootlf oar
BalhAoor as h tilelfalr
BalhWalnsco! Ie ter/fair
Doors wood/f ir
OOERlORDESCRlI'1KlH FOUNOAllON BASEMENT
Foundation stone SIal> AreaSlI.Fl 750
ExIeriorWaDs insulbrick CliwtSp'Ml6 % Anlshed 0%
RoolSurlacll as h/shn I Basement 100% Bsmt CaIIIno
Gult8rs & Ownspts. Iv.laluminum Sump Pump none W..
Windowlype double hun Oamp/llSs none Roar
StmmlScr'6nli some Setllemont none OutsldeEn!ry
ManlllacturcdHouu. no Infestation .s
ni io n n F R R # .
3
INSULATION
RDW_O
Cel~ng_D
Walls_D
ADm_O
__0
UnknoWlL...- {gJ
O!tle Area
750
750
750
warm ajr
coal
on lair
COOLlNG.
Cenl1aJ
0111..
Coe oe
AddItiooalfealus&s (sP8c1al8flergyefficientltelll5, etc.}: nOM
1 Bath S' 1500 S uaTllFeelolGros ll'Jin Area
AMENlllES CAR STORAGE:
fYtpl'Ml&(5},_ONone 0
Patio 0 GafiQIl # Gfcars
aeel( 0 Attached
Porch 0 Detached 1 Car
fence 0 Bulll.ln
Pool 0 Carport
Mvewa macadam
7 Rooms'
HEATING
Type
Fuel
3 Badrooms'
KITCHEN EaulP.
Rafffljeralor 0
R"'1I~Ov.. ~
Disposal 0
DIshwasher 0
Fan/HoDd 0
MIcrowave 0
Washe~ er
CoodIIIonolthelmprovemenlS,deprllclatlOfl(pbyllcal,lunc.tIunal,arnltxtllmal},lepalrsnrmllell,ljUalityolconstrucUon,remodeUng/addltions,etc.:
in a fair to oor slale of re air evidencin a low-level of care and maintenan
Thedwellin is
Adverse enw-Ol\I'Ml\IiI toI\dmoos (such n. but not DmlUld 10, hazardous wastes, toxic substances, etc.) pIIlsenlln the Improvements, on the site, or In Ihll
immediate vlclnlty 01 the sub!m:t property.: None Ob eNed
fraddle Mac Form 70 6193
PAGE 1 OF2
Foon UA2 -"lQTAl2000 f01Wlndows" appraisal software by a la mode, inc. - 1.800-AlAMODE
Fann16 Matt Form 1004 6193
~
V.'v"'"" ,,,,,,, UNIFORM RESIDENTIAL APPRAISAL REPORT FII.N,.
ESllMA1F.O S/TEVALUE . ....._.. .. n_.. ..:= $ 20000 Commllnl5 on GostApproach (slIch as, source of costllslimate, aIta value.,
ESTIMATED REPRODUCTlOllI COST.NEW-OF IMPROVEMENfS: SQllaJItoot calcula~on BlKIlar HUn, VA and FmHA. Iha esllmatlld remainlnll
Ol#relllnll Sq. Fl. @$ ... $ at:onoinlc Iik of 1tl& property): The co-"I annroach 10 value is not
Sq. Ft. @$.. ulilized due to the extreme difficult in estimatin a ctude
"" deorecialion bolh ohvsicsJ and functional.
GaralleJCasport_Sq.FI.@$
T alai EsUmal8d Gosl New _ _ .
less PhysIcal
Oa.pceclatioll !
DllpnlllJatlldValulallmprovlRlIJI1s
"As-fs'VahJe 01 Site ImplovlIment5 .
INDICATED VALUE BY COST APPROACH.
ITEM I SU8.lECT
812 Markel Streel
. Address New Cumberland
ProxlmitvloSuhlect
SaJesPrice
prir.A/GroscLllllnnArel
DataanlVor
VBrillc~llnnSourcA
VALUE ADJUSTMEms
Sales or Flnal\c\!\g
Concecsjnns
O:llenlS roll
lm:alinn
lllilsllhob1/fM.'llmnle
""
VI.w
n~~lnn and Anneal
nllalltvnfr.nns1nlcllon
'"
CnMJtlon
Abo~ll GladD
Room CoWl!
GrossUvlnaA.cell.
Basemllnl& Finlshlld
'"m. "I'w "0',
FlIncllnnalllfilltv
HnlinnJConlinn
!to
Porch,Pallo,Deck,
AflInla..efsl ele.
I.
Functional
Inspected
DESCRIPTION
.
.
ood
Fee $imole
rJood
a\lera06
2Storu/(air
averane
90
fair/noor
lola1\ Brlrms: Baths
7 : '3 1
1 500 So. Fl
100% Bsmtl
0% Finish
Ivoical
CWAlnone
none
1CarDelGar
Palio
none
.-...$
""mal
-I
....... -I
.. ............ ....-1
'......... ..
COMPARASLEOO.1
6 UmbertoAva
New Cumberland
.5 miles
NIA
COMPAflABlE NO. 2
407 Water Street
New Cumberland
.Smiles
COMPARABLE NO. 3
438.5 Water Slreet
New Cumberland
5 blocks
NIA
'"
II
15.00 <PI
Multi List Service/Court House
Records
DESCRIPTION : +1-l$Adlusl
CorlV.
'9500 .. I.
It.: 17.78 rfj
Multi List Service1Court House
Records
OESCRIPTKlN : +1-)$ Must.
Cash
.IS 26000
26.00001 ....
Mulli list Service/Court House
Records
DESCRIPTION + -$ AdIust.
Cen\'.
on
7/00 :
nood :
Fee Simole :
oood :
i1veraoe
2Slorvlfair
averaae :
50
fair/averaoe
lota1\Bd/Tlls\ Baths'
5 : '3: 1 "
1000S fl.:
100% Bsmtl
0% Finish
eaual :
EBB/none :
16000
none
1101
ood
Fee Sim Ie
0000
averane
2 Storv/falr
aver::uu>
50
falr/oor
Tol:Il :Bd s: Baths:
5 : 3 ; 1
1300 Sn.Ft.:
100% 6smtl :
0% Finish
Ivnica/
OFHAlnone
none
2101
laoed
fee Simols
laaod
8veraae
2 Storv/fair
18ve(SOe
50
fair/coor
Total : Bdtrns: fllI.ths:
5 : 2 ; 1 :
900 Sn.F1.:
100% Bsmtl
0% Finish
tvoical
OFHAlnone
rlanl'l
OffSlreet P,arkiT\o :
Patio
-10 000
+1000
+3000
+2 000
none
1 CarDet Gar
Patio
none
none
none
+2 000 none
Porch
none
5000
........
: +3 00
A . 10 + -:$ 1000 IX1 + 1 5000
Ad~."'SJI..P<lc. ., I. I '., 'II
01 ComDmbla '-',,' 'cis 20500" :It 21.000'-15 21000
CommM!s Oil SaIlS Comparison QncJudtllQ the subJectprap&tly's C(lmpl\tIbI~ to 1he neIghborhood, fic,): The three com arable sales studiad have an
adiusted sale orfce ranae ~f 9;20 500 to $21_00'0. Aooraiser seteco.ts B va.lue of ~21 000.
ITEM SUBJECT COMPARABlE MO. 1 COMPARABLE NO.2 COMPARABLE NO.3
Date. Price and Data
SOUTClI, lor PIlar sales N/A N/A NlA N/A
lIlilhln\l1larolannralBa\
Analysis 01 any ClUJ6I\t agrement ol salt. option, or Usling 01 subject property and analysis 01 any prior sales III subJecl and compaf1lbles witllln one ym of the ili\j olllPpra\saI:
NIA
INDlCATEDVALUEBYSALESCOMPARlSONAPPROACH _... ... .... ... ....._........,.__........._...............__..._. $ 21000
IHDICAlEDVALUE BY INCOLlE APPROACH fit AODUcablel Estimated Markel Rent - S. /Un. X GillS\> Rent Multiol\er -
ThIs &pIO$a1ls made .~ 'as Is' ,U ,subject to the repairs. alIeratlolls, lnapscllons orcOtldlliQl1s IJsted below U liubjscl.to~tion per plus & spscllicalians.
Comftllon! 01 AplKatsal: As nrevious\\l feferenced the dwellinn is in a fair 10 noor slale of reoair.
Anal AecQllcmaUon: Full weinhl niven to the market dal::! annrOBcn.
ThBll\IijIDSllollllls appl1llsal is to estimate Iha market value olll1e ruJ proj)llrty that Is the subject ollllls-report. based on the above ccmdit1orIs. &f\d tM ceflifitallon, cDn'ling,nt
andlimJlingcondltlons.indmarl\etV'ilued8lln\1lDJ\lhatarestalsdlnlheallac~dfreddJeMacFonn4391FNMAlonnl004B(Aevjsed I.
_ I (WEI ESTIMATE THE MARKET VALUE, AS DEFINEO, OF THE REAL PRCPERT'f THAT]S THE SUSJECT OFTHIS REPORT, AS OF JuJv 17 2001
(WHICH IS THE DATE OF JNSPECnON AND THE EFFECTIVE DATE OFTHlS REPORTj TO BE $ 21 000
APPRAISER; ~~ j SUPERVISORY APPRAlSEfl\OOLY IF REQUlREO):
SIonabllll~" StanalLlTll
Name Terrv E,... eeman Name
OateReoortSloned Julv 18, Z001 leA 81 ed
State Certification II R1..000563-l S\iIe PA S~rrtR rJlrtltlcrlllml,ij
Or Slaw lilianse II Stale Or State lltwe"
FreddleMacFonn70 6193
Om' DOIdNm
llIspec.tProperly
".
Slala
PAGE20f2
Form UA2 - 'TOTAL 2000 for Windows' appraisal software by a III mode, irIc, - t.800-AlAMOOE
FannIe Mae FOllll 1004 6.93
FW.73AW
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Cl 19BO Forms snd WOrmslr\<:.
SKETCH ADDENDUM
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DEFINITION OF MARKET VALUE. The most prabable price which a property should brlng In II competflive and DPIll markat llndor all condl\lons
requlske to a lair sale, thllbIlYBf811dseJler,eachactlngprudenUY,lr.nowItd\leab\1andaS8umlngtllllprlcels nat alft<:ledllyundulIstimuJus.lmpJlcitinttlls.
detlnilion Is the consununatton 01 II sale as of a speclffed dalB and the puslng of title trom ,ft to buyer under condllions whlflby: (1) buyer and seller are
typIca\ly JnOfutalBd; (2) both parties are well iIlfosmed Dr well advised, and uch acling In what lit. conslders his awn basi inllIrm; (S) a reasonable Urns Is allowed
lor llllpOStlre In 1t\e 0jlCJl market; (4) payment Is madam tenns 01 cash 1Il U.S. dollars or In terms 01 fInancial anangemems ComparablflthCfllIo; and (5) the plica
f8pr8S11nls thBnosrnalconsldatl.tklnlotltlepropertysold unalfecled by sjlKlal or creative f1nancJng orures conca ssfons*grant&dbyanyOSl6llssDClatedwltt1
Ihasale.
.. Ad~slm8nls 10 the comparables mllst be made: lor Sptclillll eJeatlvellnanclnll or sales concessIons. No adjustments 8JlI nllCtlSSalY
lor those costs whlclJ II'lI nonnally paid by lleDers as a ruultallradltioo Of li.w ill a maikdt area; lhBS8 cos15 arll readUy Identiflablll
slnclIthll sllnllrpays these cosls In vlrtually all sales transactions. Spec!al or ct6itj'lll llI\incllig adjus'anent& can be mada to tha
cOmpaJable Jlfopafty by compasisD1\.6 to financing lerJlla offeredbya thfrdpartylnstilUtionall6rnllll"Uw,llsnol. ilfaally involved In lhe
prGpllrty ar transaction. AAyadjustmllnlslktuldnotbecalcubiladonamechanlcaldollartordoUarcasta!ttle1inWll1l0fconclIss10n
but !he do!lar amount of &rIY adjustment should approxlmalelhe mSlbt's re~cllon to lhllllnanclng or concuslons based an ItIt
appra/ser'sJLldgllment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: 1M aPlKilser'5 ccrtille&llon '!hat appears In ths appraisal rsport Is subject 10 Iho following
camllliOlls;
1. The appraiser will not be responsible lor matters of a legal mill thatatlact Iith6r UIt pmpel1y beinll eppralsed or IhB l1tle to It The appraiser assumes 1hat
thIItltifIls good and mar'kelabJs and, thereforll, wiJI not render any opinions aboullhe We. Thepro~ Is ap~lslld onthll basis at ttbll]ng und8rresponslble
owl\&shlp.
2. Thaapplllserl1asprovidedllskstchfntillJlppraJulreporttoshowapprOldmaledlmens]onsoflhalmproV6ffimtsllfldltlllllke\chlslncludltdonlytouslsl
thereaderollhereportlnvisuall2lngthepropllI1yandunderslandlngtReappralse(sdetllrmlnationolllsslze.
3. ThII appraiser has exam1ned ths avaUable flood maps !hat arfI provIded by Iht Foderal Emergoncy Managemern. Agency (Of o\her datb sources) and has nottld
Inlhc appr&lul report whfIther the sUbJsci sIlc Is localad In anldentifiad Special Floorl Hazard Ar8il. BecluS8 the appraiser Is not a SUNeYGr, l\8 or she- makes
nogu81antees,eJqlressorlmplilld,regardklgthlsde\lIJTIlina1ltm.
4. Tha appt1.lsllf will not gln testimony or appsilf 1n court because ha or she mada an appraisal 01 the property In Question. unless speclfu: amJIg~15 to do
sohavebellnllUldebelofllhand.
5. The appraiser has Mtimattd tt\6 va1u8 of the land In the casl approach at lis highest and best use and lhalmprovemenl/i at !heir contributory 1/ail14.1MtlI
separalevaJuatiOllsoftheJandandlmprovementsmuslflGtbeusedmconjlmctionwlthanYolhsrappralsaJand are InvaDd " they are soused.
6. The appraiser has noled In 1M appral$i\ ftpO!tanyadversecomlllions (such as, needed flIpalrs, depreclaMon, the praunce of hazardous wastes, toxic
6ubstancas, elc.) obseNeddurinlltMlospeetionoflhesubject(lf Qjl6rty Of Itlat he or 8M became awara.o f during the normal research lnvolvad In parlormlnu
lheappralsaJ. Unl/lssOtherv..ueslallldln!heapprafsalreport.theappraf5l!rhunoknowltdgeolllllYblddenorunapparan! coodlllonsofthepropanyor
adverse environmental conditiorls (IncJudillg lI1e JlT8sellce ol hazardous wastes, toxic sllbslanca8. etc.~ that INOOld make the property more or less valuable, and
lias assumed 1hat 1Im'e are no such condlllons and makes no guaranteea or warranties, express or implied. rllgacdlng the canditlon of the proparty. The
appraiser will not be rell!)\lll&lblelor any such condIllons 'that do sxlsl or for any englnoering Of testinlllhat might be requirod 10 dlseover wMtMr sitch
eondllionsexisl BecausatheappcalsarlslKltsneXjlertlnthsfleldotenvlronffientalhaz.ards, ttJeappralsallllportmuslnolbeconsldetadasan
environmental assll5sment 01 the property.
7. 1he appraiser obla/ned Ihe Intonnation. 4atimaW, ern! opII\lorls 1ha1 W81ll expressed In !lis appraisal report from sources that he or she consIders 10 be
reliable and b~Uev8s them to be true and cO/Tl!{;l The appraiser does not assume fe$pooslbllitt 10r the aGeuracy of such IIsms thai werelumlshed by other
partles.
o. The appraiser will not disclose the conlents 01 !he appraIsal report llXl:ellt as Pfovldad to\" lIllht UlIlfQfm Standards of Professional Appraisal Practice.
9. TheappraJsefhas bas8dhJs or her appreJsaJ report and vaJuatlon conclu&lontor an illIBsalthat Is sub)e cttosallslaclorycompJl5tloll,repalrs,ot
allerallons on the assumption thai complellOll of the Improvements wIU be perlormed In a workmanlike ntafIMf.
10. The appraiser must provide hIs other prlorwrlllen consent bstore lha terKlsr/cU8nt.s~ 1n1lle BWI!8lsalf&pl)ltCill dlstribu18lhe appraisal report
(lnclumnllconcluslonsaboutlhepropsr!yva/Ua,theiPpntlssr'sldenti!yandprolessJonaldealgnatlons,andrelerencestoanyproleslonalappralsal
acgaffimltons or the f1l1ll with which the appraiser Is associated) to anyone other lI1an!hl bO/TOWer; the mortlla1l8e Dr lis successors and aulQrls: ll\e ffillrtQage
!nsurer;consulf.ants;;prmesskmalappralGalOfganlzations;anystaleorlederarlyapprovedflnaneJaIInstltutlon; or any department agency, or Instrumentallty
of Ihe Unfled Slates or any state or !hi Qlstrictal Columb\a: m&jll.thiltnfllender/cDenlmaydlsll1lNlle Ihe propertydascrJptlO/1secllonofther8portOfllyl!ldala
c::oJfeclton or reporting servlce(s) w/lhout havlnu to obtalnttla appWser's pOOr wrll1ln clmSent lheappJi!ser'5Wll1'1tlnconsenlandapprovalmustalso
be oblalnlld belora lIle applllsal can be conveyed by anyone lolhe publicthroullh ad vertlslna,publicrela.tlons,l\IlWi,saI&s,orothermildla.
freddie Mac Fonn 4396-93
Palle1ol2
FannIe Mall Form 100486-93
FreemilllReaJEslate
form ACR -'101&2000 lo(W1ndows' appraisal sollware by a la mods, Inc. -1-800-ALAMOOE
~
APP8AISE8'S CERTIFICATION: The Appraiser certifies and agroes that
1. I have r,searched the subject market arn and have saJectlld a minimum of three recentsal<< at propmies moat libnl1a, and prwimaUl W lhe subjecl property
i'3f c(l(lsldOJiliDn in ltlo sales compartaon analysis and have made a dollar adjustment whOll apprclpflatfl to relJecllhe mafkat reaction to thGSflltems of ilgnllicant
variatloo. It a &iglililcant Itmn In 11 comparable pl'oparty 15 superioJ to, Of more fa\IDl'lIbJe than, the subjBcl properly, I have made a negatlvelldjustmcnt IlJ raduce
the adjUsted sates price of the cClffill8labtaand,Ka~tltamlnacomparablepfDperlylslnfeffoIto, or Ius lavorablll1tlan the subject properly, I naVe mad,
aposIUv,adjustm8IlllolncroisetheadjuSl8dsalespriceoftnecamparibte.
2. I have taken Into consIderation the factors that have an Impact on vahle In my development ollho estimate. 01 maIbt value In 'lilt appraisal r,port. I have not
lr.rumIr.gIy wl\hhtld any slgnltlcanllnlormation from the appraisal report and I believe, to the best 01 my knowledge, #\it all statements andlnfonnallon In the
appralsal report are true and cWTrlCt
3. IstatedlnthsappralsalreportOlllymyownparaanal,unblas8d,anilplolasslonalanalysls,opln]ons, andcOllcluslons, which are subject only to 1110 continllenl
and limiting conditlons specnJod In this 10/111.
4.lhllvanapresenlarprospectivelnl8resllflthepfOpertythalls!h&subJscttothlsreporl,andlhavsnopresanlarpro&ll8ctivepersonalinteles\orblaswiltt
res~tto tll.epartlc\iWltli InlhBtransactlon.1 dld natbase, lilherpartiaUy arcamplelely, myanatYlils amllor!he eslimale of market value In the. appralsa!feport
on the race,colar, re.Reloo,S6X, t1M\dlcap, tamlllal&tatus, O1na~01Ialo~glnoletthertheprospectiveowners01occupanlsoflhesubJoclpropertyorof 1110 present
ownorsoraccupanbolthcllropellle.slnthe.vtclnWjcltilesllhj8clproperty.
5. I have. no presonl or conlomptaled fUlure Inlerest Ifllt1e subject property, and ne:IItw my current or l~ Ml'Iployme.nt nor my compensalloolor perfoming this
apprai5a1isconllnglllltonthoappralsodvalueollheproperty.
6. I was notrequkad to feportl pl"ede\&fmlnod value or direellon In vaJu&thalfavOltithocauseoflhectle ntoranyroJal8dperty,thoamOlJntollhevalullosdmate,
tho attainmenl of a specific r&sult, or ll\6 0GCUfI"mCI cia. subhqu&m evenlln ardor 10 receive my compensation anllfor &mproymenl t01 pllrlorml~ tho appraisal. I
did nal baselhe appraisal report on a requested minImum valuation, a 6pwi& ~alua\ion, orthe need to approvo a spoclllc martgagllloan.
7. I periormed thIs appralnl In conlonnlty wfIh the UnlIormStandilTds 01 Prof83sloJlalAppralsal Pract!cathat. ware adapl!darnlpromulgatadby lhaIIppralsal
Stafldaros 60ard oj The AppI8lsal Foundallon and !hat Were In place as of !he effeetlve date oIlh1s appraisal, wllh the exception 01 the. dapartufe. p{o'Jlslo(l 01 those.
StalIdards., wtI!e~ does JIQl.8W\Y. tllclinowl8dge1hatan esDmale of a reasonable limefOf exposure In the open markolls a condlllon in !he dellnlliOll of mark.e.t value
and the estimata I developed Is COIlSisteRt wilh Ihe. mWting tim" noted In the neighborhood secllan ot IhIs report, unless I /lavo otherwIse staled In the
roconciDationsecl101l.
B. I have personaUy Inspected the lnlefior and exterior areas 01 tho subject property and the 8XIadar 01 all ptcp6(ties Ilswd as compalab\asln1he appraisal report.
llurther cortily lhit I haVfl noled any appiITllIlt Of known adverso (:ondftlon~ In the sllb;acllmprovemenls, on th, sublllctslta, or on any slta wiltlln tl\& immediate
vlckllly at th6 subjeet property ol whlch I am aware and have mads ad]usbllenls 100thsse adverse coodlllona In my analYSis of 1110 property value to tOO ,l1ent tl\at
I had mwl evidence to lUwort them. Ihllve alia tommontsd aboul the enect of tho adverse conditions on lI1e nwketabllity of th, subject prop,rty.
9. I personally prepared all concJuslons andoplnlolls aboIJllherealutalfllhatwe fesetlorthln'lilaaplllalsa1reporlUlrel'redonslgnlllcanlprofesslonal
assistance from any individual or individuals In the porfafTTJance 01 the appraisal or lI1e preparation of the a.pil feport, \ hi'lo namatl such IndMdual(s) and
mfic\osed the spec'rllc tasks perfomtlld by them In the rllConclllallon ucllon of this appraisal report. I certify thai any Indlvldllal so (lamed Is qualllled kI pmoon
the. tasks.l ha'l& ool. aullloJiIfld anyono to make a chango Ia any Rem In !he report; therefore, If an unauthorbed change Is mada 10 Iha appraisal rapart, t will taI;e
no responslbiltty lor II.
SUPERVISORY APPRAISER'S CERTIFICATION: U a supervlsol}' aplllaisorslgned lIle appraisal report he orsho certifies and agrees that
I dirscUy supervlsll the appralserwlio preparlldltle aplll'alsalceport. I\a'le reviewed the appralsa!repor\, agreowlthlheslaittmenlsandconcluslonsotlheappralser,
agree to be hound by the appraiser's eerltflcallons numbered 4 Ulrough 7 abo~e., and am taking lull respons\bllllyfor 1M appraIsal and the appraisal roport.
ADDRESS Of PROPERTY APPRAISED: B12MarkalStreet New Cumberland PA17070
APPRAISER:
~":::'~e"v E F,::::;~---r~
DatoSlgned: Julv1a2001
Slale Certification t/: RL000563.L
orStalol\cortSe#:
Stale: Pellrlsv\vania
ExplrallonDa1B01 GIlrtifica1itm01" UceTlSe:
SUPERVISORY APPRAISER (only It required):
SIgnature:
Name:
Da\eSloned:
StataCertlflcitkln#:
orSlatllUcense#:
Slate:
EllplrationOal8ofCertlflcallanorUcense:
DOll! o DldNollnspeclProperty
Page2012
FannleMaefoml1004B6.93
FrecklieMacFomt4396-93
Form ACR - "TOTAl. 2000 lor Windows" apprai&alsottwm by a Ii mode, Inc. -1.aoo-ALAMODE
PHOTOGRAPH ADDENDUM
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Property Atklress
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Lender
County
SllOle
o ADDITIONAL PHOTOGRAPHS ON REVERSE SIDE
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FRONT OF
SUBJECT PROPERTY
REAR OF
SUBJECT PROPERlY
STREET SCENE
Item II j14500
PHOTOGRAPH ADDENDUM
Borrower/Client
PraperWAddrilss
Clly
Lender
County
Slate
Zio Code
COMPARABLE SALE #1
COMPARABLE SALE #2
COMPARABLE SALE #3
o ADDITIONAL PHOTOGRAPHS ON REVERSE SIDE
FW 90C#S
<C'1984 Forms and Worms~ Inc. All Alohts Reserved 1 (BOO) 243-4545
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http://www.mapquest.com/cgi-binJia _find?link=btwn/twn-map yrint&mapsize=large&eveI... 7/18/2001
WILL
OF
PAUL G. KEENER
I, PAUL G. KEENER, of the Borough of New Cumberland, ClJlIlberland
COlmty, Permsylvania, declare this to be my last will and revoke any will
previously made by me.
Item 1. I direct that all my just debts and funeral eJo.-penses,
inCluding my gravemarker and all expenses of my last illness, shall be
paid from my residuary estate as Soon as practicable after my decease as a
Item II. In the event my wife, CLEO B. KEENER, shall survive me. 1
devise and bequeath our home real estate located at 812 ~~Tket Street in
part of the expense of the administration of my estate.
tlie Borough of .New Cumberland, CUmberland. County, Pennsylvania, 01' any oU1er
home which may be our principal place of abode at my death J together with all
policies of insurance on said real property, to my wife, CLEO B. KEENER,
wi thoU! liability for Wtiste, for her life or until her remarriage or \.U1til
she no longer useS said premises as a home for herself.
Upon the death of my wife, Cleo B. Keener, or upon her remarriage or her
no longer using said premises as a home fOT herself, whichever first occurs,
I devise and bequeatJl the said real estate to my son, ROGER E. KEENER, of
New Cumberland, Pennsylvania, provided he shall survive the death, remarriage,
or no longer using said premises as a home for herself of my said wife, whichever
occurs first, by sixty ( 60 ) days.
/~~~f//
'..~./aMA..... "'. LL4~
Paul G. r eeney
/Z>'-" /c) 197,{
Page 1 of 3 Pages
Should my son, Roger E. Keener, not survive the death or remarriage of
my wife, Cleo B. Keener, or the time when she stops using the property as
her home, then upon the death of my wife, Cleo B. Keener, or upon her
remarriage or her no longer using the premises as a home for herself, which-
ever first occurs) I devise and bequeath the property to my daughter l TRACY L.
KEENER, of the Borough of New Cumherland.
I direct that my wife, Cleo B, Keener, shall not be required to give
bond as a life tenant. and shall not be liable for any loss, damage, or
destruction of said property, Teal OT personal. I direct that, for purposes
of this Item II of this my last will. any sale OT attempted sale of the
property by my wife shall be interpreted as her no longer using the property
as her home.
Item HI. I devise and bequeath the rest, residue, and remainder of my
estate of every nature and wherever situate to my wife, CLEO B. KEENER, provided
she survive my death by sixty ( 60 ) days. Should my .,'ife predecease me or be
deceased on the sixty-first day fal.lowing my death, I devise and bequeath all
the rest, residue, and remainder of my estate of every nature and wherever
I appoint my daughter, TRACY L. KEENER, executrix of this my last will.
situate to my daughter. TRACY L. KEENER.
Item IV. I appoint my son, ROGER E. KEENER, executor of this my last will.
Should the said Roger E, Keener fail to qualify or cease to serve as executor,
Item V. I direct that my personal representatives, as well as their
successors, shall not be required to give bond for the faithful perfonnance of
their duties in tl1is or any jurisdiction.
IN WITNESS WHEREOF, 1 have hereunto set my hand this
, 1976.
/0
day of 7t~-,~....
/------), ~
1'/7 'AJ /.k
-^ Paul G. Keener
L/
/
.. ~....../
Page 2 of 3 Pages
The preceding instrument, consisting of this and two other typewritten
pages, each identified by the signature of the testator, was on the date
thereof signed, published, and declared by Paul G. Keener, me testator
therein named, as and for his last will, in the presence of us, who at his
request, in his presence, and in the presence of each other, have subscribed
OUT names as witnesses hereto.
~
--jp"
i ---I.. \'---
~...! t,J.......~,'_,
Page 3 of -3 Pages
REV-j!iG8EX~11-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DE DENT
ESTATE OF FILE NUMBER
E:€tate of Pa'll G I<PAnAr 21 01-0735
Include the proceeds of litigation and the date the proceeds were racelved by the estate. All property jointty-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
1990 Chevrolet 8-10 pickup truck (2-door, 2wd, standard
cab, poor condition)
$1,300.00
Miscellaneous items of tangible household furnishings,
clothing, and other personal effects
$500.00
Checking Account No. 700039359 with Waypoint Bank,
owned solely by the Decedent (see statement attached)
$2,603.49
TOTAL (Also enteron line 5, Recapllulation) $
(If more space Is needed, Insert additional sheets of the same size)
$4,403.49
~IWaYR.qint
LOOK FOR US. WE'LL GET YOU THERE.
SAMUEL ANDES
525 NORTH TWELFTH ST
LEMOYNE P A 17043
The information which you requested on the PAUL KEENER ESTATE
(Social Security Number 174-20-7962) is as follows,
Account Number(s)
700039359
Class of Account
CHECKING
Date Opened
110498
Principal Balance
2603.49
Accmed Interest
Balance at Date of Death
2603.49
Account Ownership
SOLE
Name of Joint Owner, if any
Date Ownership Was Established 110498
Additional Information Requested PLEASE COMPLETE W-9
i(;;l.elp :/r'411j'
kettll:. Young
Senior Services Rep.
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P.O. Box 1711, HARRISBURG, PeNNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com
REV-1511 EX+ (12-99) _
~~~
COMMONW~Al....TI-\ OF PE.NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
E~tat8 of Paul G Keen""
FILE NUMBER
21-01-0735
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Stone and Murray Funeral Home, New Cumberland, PA
$4,812.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representatjve{s)
Social Security Numberls}/EIN Number of Personal Representative{s)
Street Address
Samuel l. Andes
$1,500.00
City
State _ Zip
Year(s) Commission Paid:
2. Atlorney Fees
3. Family Exemption: (If decedent's address is not th~",~~m'e
Claimant
Freeman Real Estate (app
Register of
$103.00
Street Address
City
Relationship of Claimanl to Decedent
4.
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Estate Advertising:
The Sentinel
Cumberland Law
$77.63
$75.00
$275.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of Ihe same size)
A. CHARGE FOR SERVICES SELECTED
4f/SD .
Traditional Funeral Package . . . . . . . . . . . . . . . . .
Basic Services of FuneflJl DifBCIor & Staff. . . . . . . .
Embalming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Preparation of Body . . . . . . . . . . . . . . . . . . . .
". . / '''-''ft/ion - / c:x:::;., ~
Use of Facilities & Staff for vieWIng vI",... . . . .
Use of Facilities & Staff for Funeral Ceremony. . . .
Use of Facilities & Staff for Memorial Service . . . . .
Use of Equipment & Staff for Gravesicle Service . . .
Use 01 Equipment & Staff for Church Service . . . . .
Transfer of Remains to Funeral Home ..........
Hearse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Limousine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
-;;2;C2ctD
Sedan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Service fUtility Vehicle. . . . . . . . . . . . . . . . . . . .,. - 50. ex:::::>
TOTAL OF SERVICES SELECTED (Al . . . . . . . . . . . ..$ 137~-n.oj
B. CHARGE FOR MERCHANDISE SELECTED
. </-J.::f. ~/cC....{f"7'..... /
Casket (or olher receplacle) ~.~. ~~: . . . . . . . . . . . _
~.~
Quler Burial Container~.
ACkn~:::~.~~~
If
Regisler Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Memory Folders I Prayer Cards.. tf................
Cremation Urn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Clolhing . . . . . . . . . . . . . . . . . . . . . . . . .
TOTAL OF MERCHANDISE SELECTED (B). ........$
t;':>?J, ~
/~
/ WCC'
/~
Stone & Murray Funeral Home
JAMES E. MURRAY. JR. F.D.
408 THIRD STREET
NEW CUMBERLAND, PENNSYLVANIA 17070
(717) 774-2750
Iwut-G /~
. DECEASED' NO.
OATE OF DEATH ~ /s-: /?cx:::>) . DATE OF S/TATEMENT
"
STATEMENT OF FUNERAL GOODS ANO SERVICES SELECTED
Charges are only for those items Ihat you le!B~ted or that are
required. If we are requiTed by law or by a cemelel)' or CTemalol)' to
use any items, we will explain Teasons in writing below.
C. SPECIAL CHARGES
FOlWarding remains to
<
I'J ~
Receiving remains from
"ltlt':'f.41(
Immediate burial. . . . . . . . . . . . . . . . . ...
Direct cremation. . . . . . . . . . . . . . . . .
TOTAL OF SPECIAL CHARGES (C). . . . . $
0, CASH ADVANCES
...Gertjjied Copies of.Oe~Certificate
o e;,.-: ~ /J?, c:>c>
@ $ . . each. . . . . . .
Ciergy
RE;O_~ /~
Musician
Newspaper Notices
Cemetery ~(,p C6
TOTAL OF CASH ADVANCES (D). . . . . .. ...
We charge you for our se!Vices in obtaining (specify cash
advance items:)
SUMMARY
Total Funeral Home Charges (A+S+C)
Sales Tax, if applicable. . . . . . . . . . . . $
Total Cash Advances (D) . . . . . . . . . . . : # 5~
COMPLETE TOTAL ....... .., .... ... _ = ~_-
PAYMENT RECEIVED FROM .
1JS.>5 C~ C:o- VfJ:-/o6.
BALANCE DUE.................. .$ 7'~/ ..:<~
DISCLOSURES
If you selected a tuners/fhat may require embalming, such liS a funeral
with viewing. you may have 10 pay for embalming. You do not have 10
pay (Of embalming you did nof approve if you selected arrangements
such as a direct cremation or immediate burial. If we charged lor
embalming, we will explain why be~ ..A-....,. __ __
R.~.mbalming: ~ ~
~ I ?)~
If any law, cemeltuy or crematory requirements have required the pur-
chase of any items listed. the law or requir6ment is explained below.
. ACKNOWLEDGEMENT AND AGREEMENT
I hereby acknowledge that I have Ihe legal righl 10 arrange the final
services tor the deceased, and 1 authorize this funeral establishment
to perform services, furnish goods, and incur outside charges
specified on this Statement. , acknowledge that 1 have received the
General Price List and the Casket Price List and the Outer Burial
Conta.iner Price List.
Terms of Payment:
Full paymenl is due no laler Ihan
If any payment Is nol paid when due, an unanticipated LATE CHARGE
01 % per monlh (ANNUAL PERCENT AGE RATE _%)
on the unpaid balance will be due. I agree to pay the Balance Due
Iisled on this Slelement, plus any Lele Charge. In the evenl I delaull in
payment to this funeral establishment, I agree to pay reasonable
attorney's fees and court costs in addition to any late Charge
applicable. I understand and agree that I am assuming personal
liability for the charges set. forth in this Statement and that this is in
addition to the' . Iy imposed by law upon Ihe eslale of the
deceased. By' nalure below. I hereby ag~ee \0 all Oltha above
and ackno d receipl or a copy . St m l.
By
REV.t5t2EX-!t.g7j
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Estate of Paul G. Keener
FILE NUMBER
21-01-0735
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
Quest Diagnostic, Inc. - medical testing $114.30
PP&L - electric utility bill $86.26
PA American Water Co. - water bill $82.86
Verizon - phone bill $ 21 .27
Comcast - cable bill $63.29
Stephenson's Flowers - flowers for funeral $51.94
West Shore EMS - emergency services (net of insurance payment) $100.00
Sears - balance owed on charge account $590.33
TOTAL (Also enter on line 10, Recapitulation) $ 1 , 11 0 . 25
(If more space is needed, insert additional sheels of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERJT ANeE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21 01 0735
"f P""I G. Kp.ener - -
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not List Trustoojs) OF EST P,TE
I. TAXABLE DISTRIBUTIONS (include oulright spousal distributions)
1.
Cleo Berniece Keener Wife/Widow Life Estate in
81 2 Market Street real estate
New Cumberland, PA 17070 plus residue
of estate
Roger B. Keener Son Remainder
P.O. Box 105 Interest in
St. Bonaventure, NY 14778 Real estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1,
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
"
(II more space IS needed, Insert addlllonal sheels of the same s,zo)
REV.""".".",.
COMMONWEALTH OF PENNSYLVANIA
INHERl1ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAUL G. KEENER
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
Check Box 4 on Rev.1500 Cover Sheet
FILE NUMBER
21-01-0735
This schedule is to be used for all single life, joint Or successive life estate and term certain calculations. For dates of death
prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5 .1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
i2l Will . .... .0 Intervivos Deed of Tru~t 0 Other
UFE:eST ATE INTEREST CALCULATION'
NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE EST ATE IS
LIFE TENANTIS) DATE OF BIRTH DATE OF DEATH PAYABLE
Cleo Berniece Keener 10/20/1936 64 [XJ Life or 0 Term of Years _
o Life or 0 Term of Years
-
o Life or 0 Term of Years _
-
o Life or 0 Term of Years _
1. Value of fund from which life estate is payable
2. Actuarial factor per appropriate table
Interest table rate - 031/2% 06% 010% 0 Variable Rate 6.2 %
3. Value of life estate (Line 1 multiplied by Line 2)
-- .6.NNOi'tY1NTERESrCALCuCA'1'I0N
$21,000.00
.60666
$ 12,739.86
NAME(S) OF NEAREST AGE AT TERM OF YEARS
ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE
o Life orD Term of Years _
o Life or o Term of Years _
o Life or 0 Term of Years _
o Life or 0 Term of Years _
1. Value of fund from which annuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of payout. 0 Weekly (52) 0 Bi-weekly (26)
o Quarterly (4) 0 Semi-annually (2) 0 Annually (1)
3. Amount of payout per period
4. Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate 031/2% 06% 010% 0 Variable Rate
6. Adjustment Factor (see instructions)
7. Value of annuity - If using 3 1/2%,6%, 10%, or if variable rate and period payout is at end of period,
calculation is : Line 4 x Line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is :
(Line 4 x Line 5 x Line 6) + Line 3 $
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on
Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on
Lines 13,15,16 and 17.
$
o Monthly (12)
o Other ( )
$
%
$
(If more space is needed, insert additional sheets of the same sIze)
JRD/June30, 1992/17858
Date: February 03, 2005
ORPHANS' COURT DIVISION
Samuel Andes, Esquire
525 North 12th Street
Lemoyne, PAl 7043
COURT OF COMMON PLEAS OF
RE: Estate of Paul G. Keener
File Number: 21-01-0735
Dear Sir/Madam:
It has come to my attention that you have not filed the Status Report by Personal
Representative (Rule 6.12) in the above captioned estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT
RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July I, 1992, the personal representative or his counsel, within two (2) years of
the decedent's death, shall file with the Register of Wills a Status Report of completed or
uncompleted administration.
This filing will become delinquent on: 03/15/2005
Your prompt attention to this matter will be appreciated.
Thank you.
Sincerely,
~~~
GLENDAFARNERSTRASBAUGH
REGISTER OF WILLS
cc: File
Judge
vA
II
IN RE:
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND
COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
ESTATE OF
PAUL G. KEENER,
Deceased
NO. 21-01-0735
FIRST AND FINAL ACCOUNT OF
",,-)
"'.,}
ROGER E. KEENER. EXECUTOR FOR
ESTATE OF PAUL G. KEENER. DECEASED
D,ate of [}$ath: 15 March 2001
Date of Executor
Appointment: 8 August 2001
Date of Advertising
of Appointment: 21 and 28 September and 5 October, 2001 (Cumberland Law Journal)
17 and 24 September and 1 October, 2001 (The Sentinel)
Accounting for
the period:
15 March 2001 through 31 December 2004
Purpose of
Account:
Roger E. Keener, Executor, offers this Account to acquaint interested
parties with the transactions which have occurred during his
administration of the estate. This Account also sets forth the proposed
distribution of the estate.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections may be addressed to:
Samuel L. Andes
Attorney-at-Law
525 North 12th Street
Lemoyne, PA 17043
~
II
I. RECEIPTS OF PRINCIPAL
The Executor charges himself with receipt of the following principal assets of the Estate:
Residence at 81 2 Market Street in the Borough
of New Cumberland, Cumberland County,
Pennsylvania, in an advanced state of disrepair
1990 Chevrolet S-1 0 pickup truck in poor
condition
Checking account with Waypoint Bank
Miscellaneous items of tangible household and
other personal property
TOTAL PRINCIPAL RECEIVED
II. INCOME RECEIVED
$21,000.00
$1,300.00
$2,603.49
$500.00
$25,403.49
The executor received no income during his administration of the estate.
III. DISBURSEMENTS OF PRINCIPAL AND INTEREST
During the administration of the Estate, the executor made the following disbursements:
Stone and Murray Funeral Home (funeral expenses)
Samuel L. Andes (attorney's fees)
Register of Wills (probate fees)
Advertising the grant of letters
Freeman Real Estate (real estate appraisal)
Quest Diagnostic, Inc. (medical testing)
PP&L (electric utility bill)
PA American Water (water utility bill)
Verizon (phone bill)
Comcast (cable bill)
Stephenson's Flowers (flowers for funeral)
West Shore EMS (emergency services net of
insurance payment)
Sears (balance owed on charge account)
$4,812.00
$1,500.00
$103.00
$152.63
$275.00
$114.30
$86.26
$82.86
$21.27
$63.29
$51.94
$100.00
$590.33
II
Real estate tax
TOTAL DISBURSEMENTS
$211.98
$8,164.86
The assets of the estate were insufficient, without conversion of the real estate, to generate
adequate funds to pay these expenses and debts. The executor advanced his own funds for
the payment of these items so the administration of the estate could be concluded.
RECAPITULATION:
TOTAL PRINCIPAL RECEIVED:
LESS: TOTAL DISBURSEMENTS
$25.403.49
($7,952.88)
BALANCE ON HAND AVAILABLE FOR DISTRIBUTION
The only assets remaining for distribution are the pickup truck and the residence in New
Cumberland. During the administration of the estate, one of Decedent's relatives destroyed
the pickup truck in a motor vehicle collision and it is no longer available for distribution. The
New Cumberland residence was, in August of 2003, transferred to your executor pursuant to
Item II of Decedent's Will when the Decedent's widow, Cleo B. Keener no longer used that
property as her residence.
II
IN RE:
Deceased
)
)
)
)
)
)
)
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND
COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
ESTATE OF
PAUL G. KEENER,
NO. 21-01-0735
PROPOSED SCHEDULE OF DISTRIBUTION
Roger E. Keener, as executor of the Estate of Paul G. Keener, deceased, proposes to
distribute the remaining assets of the estate as follows:
1 . 1990 Chevrolet S-1 0 Pickup Truck. This vehicle was abandoned
because it was essentially destroyed in an automobile collision following
decedent's death. The vehicle has no remaining value.
2. Residence at 812 Market Street in New Cumberland, Pennsylvania.
Previously distributed to Roger E. Keener, pursuant to the terms of the
Decedent's will.
Roger E. Keener, Executor under the will of the Decedent, Paul G. Keener, hereby
declares under oath that he has fully and faithfully discharged the duties of his office; that the
foregoing First and Final Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims against the estate
have been paid in full; that to his knowledge, there are no claims now outstanding against the
estate; and that all taxes presently due from the estate have been paid.
~~~~"
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Estate of KEENER PAUL G
Late of NEW CUMBERLAND BOROUGH
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-00735
Date:
4/08/2005
NO.: 21-01-00735
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE PA 17043
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE
Personal Representative: KEENER ROGER E
Personal Representative Counsel: ANDES SAMUEL L
Date of Decedent's Death: 3/14/2001
Date of Delinquency Notice: 3/15/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, Supreme Court Orphans' Court
Rules, hereby notifies the Orphans' Court Division, Court of Common
pleas of Cumberland County, that neither the above named personal
representative nor their counsel, have filed with the Register of
wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 3/03/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 the Court is
hereby notified of such delinquency and the undersigned requests
that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or
their counsel.
cc: File
Personal Representative
Counsel
~l~JtU~
Glenda Farner Strasbaugh
Clerk of Orhans' Court
A hearing is scheduled for June 03, 2005 at 9:30 AM in
Courtroom No. 03. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
~~
if'
Geor~ep;,J,f e P.
vA
SAMUEL L. ANDES
ATTORNEY AT LAW
525 NORTH TWELFTH STREET
P. 0. BOX 168
LEMOYNE, PENNSYLVANIA 17043
TELEPHONE
(717) 761.!'5,361
19 April 2005
FAX
(717) 761.1435
Glenda Farner Strasbaugh
Clerk of Orphans' Court
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Paul G. Keener
21-01-00735
Dear Ms. Strasbaugh:
I represent Roger Keener, the personal representative of the above estate. We
recently received notice of a hearing in June because my client had not filed the final
status report.
I filed a First and Final Account on behalf of my client several weeks ago and it
is scheduled for confirmation by the Court at the end of April. At that time I will file
the final status report.
I request that the hearing scheduled in June be cancelled.
Sincerely,
sa~
le
cc: Mr. Roger Keener
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ? Q.. \.) \ G- ~e-~f\ e.. C-
D.", O!!Joajh, 3 J -' 5 f OD \
Estate No.: ~ \ - 0\- 7 5
PursWU1t tO'Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the admiDis1ration of the above-captioned estate:
1. State whether adminis'lratiou of the estate is complete:
Yes~ No 0
:t If the answer is No, state whc:D the personal representative reasonably believes that
the administration will be c:omplete:
3. rrtlie 'ansWc:t' to No.1 is Yes, state the following: '
a. Did the personal representative file a final account with the Court?
Yes~ No 0
h. The sepll%2l.te Orphans' Cotnt No. (if any) for the personal representative's
account is: IV/A
.
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0 AI/A
c. Copies of receipts, releases, joinders and approval of fomal or infocna1
acc:olmts may be filed with the Clerk .ofthe Orphans' Court and may be
attached to this repQrt.
Date: ~D ..J""''''1fJ Os ,~~
Signature
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