HomeMy WebLinkAbout02-0486
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of GRACE K. KERR
also known as
Deceased.
Social Security No. 183-12-3502
No. 2J - 02. - LJ~(.
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated March 6, 1987 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 200 Green Hill Road, Newville, West Pennsboro Township.
Decedent, then 95 years of age, died April 27, 2002, at Chapel Pointe at Carlisle, 770 South
Hanover Street, Carlisle, Pennsylvania.
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: [None]
$ unestimated
$
$
$
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s)
presented herewith and the grant ofletters testamentary thereon.
'-/J . -I ;/f~7. - f' I )
".'i"iI'....J...<...J./ j: _ ,/ ... 'I/,L..2/v'-':>_....~,,/4~.;;/~-/
Marcia K. Finkenbinder
88 Finkenbinder Road
Newville, PA 17241
(717) 776-3957
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to the best ofthe knowledge and belief of petitioner and that as personal representative
of the above decedent, petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 16th day of
MAY 2002
,
'"TV:.:;:u/,:I;U,u, Qt, ('0 ~,jllW), JOVVf
Y C LEWIS Register
.-:/:"/ . ,. ..:r;:. . J' L
..../ IA/U ~10 /1. ~~,~.L'-'~ /J
Marcia K. Finkenbinder
\!-iJ/-1/
No. 21-02-I.JB~
Estate of GRACE K. KERR, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, MAY 16. 2002
, in consideration ofthe petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument dated March 6, 1987, described therein be admitted to probate and
filed of record as the last will of Grace K. Kerr and Letters Testamentary are hereby granted to Marcia
K. Finkenbinder.
Will Book # 17
Page 64
1J7~ r'. ~ IUI. t! fL.. .:J+Ch"'.:iV)/)$ (UI"ttf
Y C LEWI~egister of Wills
FEES
Probate, Letters, Etc. $
Short Certificates( ) $
lRIlft~ extra pages $
icp $
TOTAL $
200.00
6.00
9.00
~ nn
7./.0.00
Edward L. Schorpp, Esquire (17495)
ATTORNEY (Sup. Ct. J.D. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
Filed 5- 16-2002
called atty on 5-16-02
c.
FIFILESIDA T AF1LE\ESTA TES\I0622-petitionltr
j 'h I~ is to certify that the information here give~ is correctly c()pi~'d rrO!~.l an original cc.rt~t:c~lte 0:. death dlL:}: tIled \\lith
l.oc1l H.egistrar. The original cerritlcarc will be [oIVvarded to rhe State \- !Lal RL'cords Office tor pennanenl hl1l1g.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph,
No.
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APR 2 9 2002
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COMMONWEALTH OF PENNSYLVANIA.. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
"
.,
"
NAME OF DECEDENT {F~S1, M~, ,_I
Grace K. Kerr
..
~-"----------sEic-
2.Female
STAt[~1\.t"U"8U~
SCC'AL SECURtTY NUl,OBER
,. 183 _ 12 3502
OI;lE OF DU,T".Mc,"". 0...''';;;1
.. April 27 I 2002
AGE (laSl 6o<lMay)
UNOER1YEAfII
.- "'"
UNDEl'l10111
_!"'...Ul..
BlRTKPtACE1C.lyand
Slala at FO'tq'Coun~Vl
Shennans Dale
FA
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95 v,.
.
COUNTY OF OUJ"
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,,-,,,
:.(1
... Cumber land
OEC€DENT'S USUAl, OCCUP.l11QN
(~.....'f'l..:'..;:';.,~.:::~:r
- ilL Homemaker lU.. o..m
DECEDENT'S "All.lNO ADORESS lSl<_. C<l>If1Own, sw.. ZopCO<lel
200 Green Hill Rd.
Newville, PA 17241
k,
carlisle
KlNOOfBUSINESSi1NOUSTRV
~papel pointe at Carlisle
WASOECEOENTEV€RlN OE~OENT'SEOUC.ol"ION
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-
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LAST WILL AND TESTAMENT OF GRACE K. KERR
2.\-O'Z.~ 48t..
I, GRACE K. KERR, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this instrument to be my Last Will
and Testament, in manner and form following:
1. I hereby expressly revoke all Wills and Codicils
heretofore made by me.
2. I hereby direct my Executrix to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. I direct that all taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. I give and bequeath my antique chest to my daughter,
Marcia K. Finkenbinder; or if she is not then living, to my
granddaughter, Teresa F. Kline.
5. I give and bequeath my gold clock to my daughter-in-
law, Sara M. Kerr, provided that she survives my death.
6. I give and bequeath my oil painting of myoId home to
my son, George D. Kerr; or in the event he is not then living, to
my daughter, Marcia K. Finkenbinder.
7. I give and bequeath my new end table and white
stoneware to my daughter, Cheryl E. Brickner, provided she
survives my death.
1
"
8. I give, devise and bequeath the remainder of my estate
of every nature and wherever situate in equal shares to my
children, Marcia K. Finkenbinder; Ronald S. Kerr; Kenneth L.
Kerr; George D. Kerr and Cheryl E. Brickner. Should any of my
said children predecease me or not be living at the time of my
death I direct that his or her share be divided among those of my
said children who are then living.
9. I nominate and appoint my daughter, Marcia K.
Finkenbinder, as Executrix of this my Last Will and Testament;
and as substitute Executors I nominate and appoint, in order of
preference, first, my son, George D. Kerr; and second, my
granddaughter, Teresa F. Kline.
10. I direct that my personal representative shall serve
as such without the necessity of filing bond or security in any
jurisdiction.
IN WITNESS
(y -t'l.,
WHEREOF, I have hereunto set my hand and seal
this
day of
'\\~ C>v, L'~
, 1987.
C /'\ /
/'f~ -Lvi fP- II I
/Grace K. Kerr
/)/
1!.P'6~
WITNESS;
I
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(--rH6~'\?,-n~1 . .
'. ._/ ) Q", uc_ " \-\ {J.~ /Qc '-,
--- / (
2
. {.. '
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
I, Grace K. Kerr, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged befor~ me,
K. Kerr, Testatr ix, this Cv ~\ day of ~ O--\~
It: 7t~ '0'L
by Grace
, 1987.
,/-iJ LZz-~-
Aestatrix
/
\.~rfyP ft U f I ~J YYL~JU)J-M-
t. v .
, i
MERlENE MARHEVKA, Notory Public
(c,h~le, Cvmbc.riand Counly, Pa.
My Commission Expires l.t:~ t/ / C'f '.'
3
. '" ' '
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, James O. Flower and Janice E. Hertzler, the witnesses
whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw Testatrix, Grace K. Kerr, sign and execute
the instrument as her Last Will; that she signed willingly and
that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that to
the best of our knowledge the Testatrix was at that time 18 or
more years of age, of sound mind and under no constraint or undue
influence.
Sworn or affirmed
D. Flower and Janice E.
March, 1987.
to and subscribed to
Hertzler, witnesses,
'\
I
i
before me by James
this c,,-H;, day of
I
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_\ -.t:. J .~i:'
..", vy c."
( /K)(!~ l.it c'/))(}.)( ];{ ! LllJ.2.._
MERLENE MARHEVKA, Notary Public
:.C!tlislc, Cumberland Coun/y, Po.
My Commission Expires ([1/"7/)0
4
.
F: IF1LES\DA T AFlLE\EST A TES\ I 06221-nOli(;e, cer
,/
,-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Grace K. Kerr
Date of Death: April 27, 2002
File No. 21-02-0486
To the Register:
I certifY that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about July 3, 2002.
Marcia K. Findenbinder
88 Finkenbinder Road
Newville, PA 17241
Ronald S. Kerr
702 Kilian Blvd.
St.Cloud, MN 56301
Cheryl E. Brickner
P.O. Box 2050
Nogales, AZ 85628
George D. Kerr
200 Green Hill Road
Newville, P A 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NIA
Date: July 3, 2002
Signature
Name
~~~
Edward L. Schorpp, Esqui e
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
~ ) "_J .
-or":(.
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001436
SCHORPP EDWARD L
10 EAST HIGH STREET
CARLISLE, PA 17013
u______ lold
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ESTATE INFORMATION: SSN: 183-12-3502
FILE NUMBER: 2102-0486
DECEDENT NAME: KERR GRACE K
DATE OF PAYMENT: 07/22/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/27/2002
101 I $3,157.64
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,157.64
REMARKS: MARCIA K FINKENBINDER
C/O EDWARD L SCHORPP ESQUIRE
CHECK#102
SEAL
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WillS
o 2. Supplemental Return----"
o 4a. Future tnleres1 Compromise (date of death
aftef'12-12-82)
i II' 6. Decedent Died Testate {Attach copy 0 7. Decedent Maintained a Living Trust (Attach
of Will) copy of TfU$\)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death belween 0 11.Election to tax under Sec. 9113{A) {Altach Sch 0)
n_iz
h ~RMNAME{lfappllcable) .
82 . MartsonDeardorffWilliams&Otto I 10 &stHlgh Street
-- - -_ . Carhsle,PA 17013
lEPHONE NUMBER
717/243-3341
,
IlIV..-U.,....
,
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
__,~___.______~ COUNTYCODE__~~_
i------sOclAlSECURITY NL,iMBER
; 183-12-3502
*'
CQt.IMONWEN..lH OF PENH&'tl.VNAA,
DEPARTMENT OF REVENUE
DEPT.28Oe01
HAARISElURG, PA 1712~1
J
ALE NUMBER
21
iz
l!l
w
ill
Q
TOECEDENrs NAME (LAST, FIRST. AND MIDDLE INITIA~--'
~~~"^") I ;~~;~~'~~HOI;M~YEAR)
~PPllCABLE) SURVMNG SPOUSE'S NAME ( ~ST, FIRST AND MIDDLE INITIAL)
OFFICIAL USE ONt y
11- [04-
02
00486
NUMBER
-1'." Original Retuni---.
-- ---r-Ttll:~fiiETuRN MUsT BE fILED IN OUPUCAT-E WlTH THE
I
I
--j'SOCIALSEtURITYNUMBER -- ._-
o 3. Rernain<JefRewm (aare-ofaealh poor to T2.f3-8"2)
REGISTER OF WILLS
o 5. Federal Estate Tax Retum Required
o
6. Total Number of Safe Deposit Boxes
(1)
(2)
(3)
(4)
I!!
~i!l:!
U~g
!l!~~
u....
~
111I
10
4. Limited Estate
None
None
None
OFFICIAL USE ONLY
-- - --,-----
,,--- -------------~
None
(5) 87,388.83
(6) ----Nooa:
::::.
(7) None
c:
f"--__:
z
o
~
g
~
1. Real Estate (Schedule A)
2. Stocl<s and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscelianeous Noo-Probate Property
(Scheduie G or L)
8. Total Gross Assets (total Lines 1-7)
g. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deduc1ions (total Lines 9& 10)
12. Net Value of Estate (Line 8 minus Line 11)
~}
87,388.83
(9) 11,343.80
~----------
(10) 2,182.04
f".J
N
(1f)
(2)
13,525.84
73,862.99
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an electioo to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
20. 0
\
(13)
(14)
73,862.99
4"--- - --- ----.--- -- ---- -----
Copyright 2000 form software only The Lackner Group, Inc.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x ,00 (15)
or transfers under Sec. 9116(a)(1.2)
z 16. Amount of Une 14 taxable at lineal rate 73,862.99 x .045 (16) 3,323.83
~ ---------
5 17.Amount of Line 14 taxable at sibling rate .12 (17)
.. x
~
U
S 18. Amount of Line 14 taxable at collateral rate x ,15 (18)
--.-
19. Tax Due (19) 3,323.83
------
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Form REV.1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
770 South Hanover Street
CITY
Carlisle
T'TATE PA
- jZ'PI7013
i
Tax Payments and Credits:
1. Tax Due (Pagel Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C, Discount
(I)
3,323,83
166,19
Total Credits (A + B + C)
(2)
166,19
3, Interest/P.nalty if applicable
0, Interesl
E, Penalty
(3) 0,00
(4)
(5) 3,157.64
(SA)
(5B) 3,157.64
TotallnteresllPenalty (0 + E)
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Une 1 + Line 3 is greater than Une 2, enter the difference, This is the TAX DUE,
A. Enter the interest on the tax due,
B. Enter the total of Line 5 + SA. This is the BALANCE DUE,
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;"""".""."""",,,,,,,,.,,,,.,,,,.,,,,.,,....,,,,,,.,,.,,.,,,,,,.,,,,. 0 181
b. retain the righlto designate who shall use the property transferred or its income;""."""""""""""."" 0 181
c. retain a reversionary interest; or..........................................................................,......................,.......... 0 B
d, receive the promise for life of either payments, benefits or care?""."."..".""",,,.,,,,,,,,.,,,,,,,,.,,.,,,,,,...,,. 0 181
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consid.ration?"".""".".".".""""..."""""""."....""""..."""""""",."".""".""',,,,""'''', 0 181
3. Did decedent own an'n trusl for" or payable upon death bank account or security al his or her death?...". 0 181
4, Did decedent own an Individual Retirement AccounL annuity, or olI1.r non-probate property which
contains a beneficiary designation?".."."""",,,.,,,,,,,,,,.,,.,,,,,,,,,,.,,.,,.,,.,,....,,.....,,..,,,,"",,,.,,,,,,,,"""""".""." 0 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
iJr1dei-PiWlawe5 of perjurY. I dedare ttiIT have ex.att'\ined this return, includi~ accompanVing schedules and slliI!emMls, and 10 the besl of my knowledge and belief, it is tNe:~ 8rid
~~e.
Declaration of pr8pliIrer other than the personal represeol8tive is based on all In'ormation of which ~ hn any krtt:JMedge.
StGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS -' -...- .- '-'DATE
-~. Jqli'~'~
6'1lt'6t~"50" ~ ~. -V
88 Finkenbinder Road
Newville,PA 17241
7-02;2-()0<
OATE
ADDRESS
-?;/7~
ADORt:~
OATE
10 East Higb Street
Carlisle, P A 17013
7- r? ~ -CJP2
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. s9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
(72 P.S, s9116 (a) (1,1) (Ii)}, The statute does not .xemot a transter to a surviving spouse from tax, and the statutory requirements for disdosure
of assets and filing a tax return are still applicable even if the surviving spouse Is the only beneficiary.
For dates ot 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, or a stepparent of the child is 0% (72 P.S. S9116 (a) (1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .8. ~9116
1.2) (72 P,S. s9116 (aj (1)1.
The tax rate imposed on the nel value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. S9116 (a) (1.3)1. 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.
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSVLVIo.NIA
INHERITANCE TAX RET\JRN
RESIOENT oece.oeMT
J
_L.____
i FILENUMBER ..
21 - 02 - 00486
ESTATE OF KERR GRACE K.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1 Waypoint Back, Checking #90458563
DESCRIPTION
VALUE AT DATE
OF DEATH
3,183.11
2
Waypoint Bank, Money Market#41000I3151
15,619.86
3
Waypoint C.D. #1000163232
20,337.36
4
Waypoint C.D. #1000213821
48,062.06
5
Blue CrosslBlue Shield, premium refund
112.45
6
Sprint, refund
9.41
7
PSERS, pension prorated for April
64.58
8 Note: All personal property was disposed of prior to death
TOTAL (Also enter on Line 5, Recapitulation)
87,388.83
.
SCtEDlI.E H
FlJERALEXPENSES&
ADIIWtSTRAllVE UJ::i 1$
COMMONWEAlTH Of PENNSYLVANIA
lNHERIT~ TAX RETURN
RESIDENT DECEDENT
,--L-.____ _____._ - -~-
I FILE NUMBER --- - - -
21 - 02 - 00486
ESTATE OF KERR, GRACE K.
Debts of decedent must be reported on Schedule I.
-ITEMI------
NUMBER DESCRIPTION
A. -tFUNERALEXPENSES:---------- ----
i Hoffman-Roth Funeral Home, Carlisle, PA
AMOUNT
+
2,758.80
I
2 I Days Inn, Funeral reception
700.00
I
B. I ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Marcia K. Finkenbinder
Social Security Number(s) I EIN Number of PersOl1al Representative(s):
Street Address 88 Finkenbinder Road
City Newville State PA
Year(s) Commission paid 2002
Attomey's Fees Martson DeardorffWilliarns & Otto
5,000.00
Zip 17241
2,500.00
2.
3. Family Exemption: (If decedenrs address is not the same as clalmanrs, attach explanation)
Claimant
Street Address
State
Zip
City
Relationship of Claimant to Decedent
220.00
4.
Probate Fees
5. Accountant's Fees
6. Tax Retum Preparees Fees
7.
I
2
Other Administrative Costs
Register of Wills, filing fee, inheritance tax return
Reserved for additional filing fees and miscellaneous expenses
15.00
150.00
I
L
11,343.80
TOTAL (Also enter on line 9, Recapitulation)
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COfoIMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF KERR, GRACE K.
Include un reimbursed medical expenses.
ITEM
NUMBER
---1-
DESCRIPTION
Chapel Pointe, nursing home, account balance
2
Omnicare Pharmacies, account balance
,----- --- -
TOTAL (Also enter on Line 10, Recapitulation)
-.l
I FILE NUMBER
I 21-02-00486
AMOUNT
1,976.33
205_71
2,182.04
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-
ESTATE OF KERR, GRACE K.
i
I
----1___ __
-----------
_ NU~BER .I=~AME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
\ I Marcia K. Finkenbinder
88 Finkenbinder Road
I Newville, PA \724\
i
2 I Ronald S. Kerr
I 702 Killian Boulevard
. St. Cloud, MN 5630\
\
3 I George D. Kerr
200 Green Hi\I Road
I Newville, PA \7241
4 I Cheryl E. Brickner
i P.O. Box 2050
i Nogales, AZ 85628
I FILE NUMBER
21 - 02 - 00486
___L ______
J RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT OF ESTATE
_ Do Not List Tru.lntJj
I Daughter '1/4 estate residue
Son
i
1/4 estate residue
i
Son
11/4 estate residue
Daughter
,
I
11/4 estate residue
I
i
Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover she t
II. . NON-TAXABLE DISTRIBUTIONS:
IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
,
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEGT
05/31/2002
MDW & 0
lOEIDGHST
CARLISLE PA 17013
VIWaYRqi!lt
LOOK FOR U5. WE'LL GET YOU THERE.
The information which you requested on the account(s) of GRACE KERR
(Social Security Number 183-12-3507) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownersbip SOLE
Name of Joint
Owner, ifany
Date Ownership
Was Established
1000163232
CERTIFICATE
11115/88
20309.44
27,92
20337.36
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
1000213821
CERTIFICATE
08117/92
48000.00
62.06
48062.06
SOLE
4100013151
CHECKING
11/24/00
15615.58
4.28
15619.86
90458563
CHECKING
02/02/87
3182.97
.14
3183.11
SOLE
SOLE
PLEASE COMPLETE W-9 Sincerely,
i~tt:J!j;
SENIOR SERVICES REP.
SC'fI~j)4J....E "t=". -r..+<'m.5, /-'-1-
P.O. Box 1711. HARRISBURG. PeNNSYlYANIA 17105-1711
Additional
Information
Requested
LAST WILL AND TESTAMENT OF GRACE K. KERR
I, GRACE K. KERR, of the Borough .of Carlisle, Cumberland
County, Pennsylvania, declare this instrument to be my Last will
and Testament, in manner and form following:
1. I hereby expressly revoke all Wills and Codicils
heretofore made by me.
2. I hereby direct my Executrix to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. I direct that all taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. I give and bequeath my antique chest to my daughter,
Marcia K. Finkenbinder; or if she is not then living, to my
granddaughter, Teresa F. Kline.
5. I give and bequeath my gold clock to my daughter-in-
law, Sara M. Kerr, provided that she survives my death.
6. I give and bequeath my oil painting of myoId home to
my son, George D. Kerr; or in the event he is not then living, to
my daughter, Marcia K. Finkenbinder.
7. I give and bequeath my new end table and white
stoneware to my daughter, Cheryl E. Brickner, provided she
survives my death.
1
,-
8. I give, devise and bequeath the remainder of my estate
of every nature and wherever situate in equal shares to my
children, Marcia K. Finkenbinder; Ronald S. Kerr; Kenneth l.
Kerr; George O. Kerr and Cheryl E. Brickner. Should any of my
said children predecease me or not be living at the time of my
death I direct that his or her share be divided among those of my
said children who are then living.
9. I nominate and appoint my daughter, Marcia K.
Finkenbinder, as Executrix of this my last Will and Testament;
and as substitute Executors I nominate and appoint, in order of
preference, first, my son, George D. Kerr; and second, my
granddaughter, Teresa F. Kline.
10. I direct that my personal representative shall serve
as such without the necessity of filing bond or security in any
jul'isHction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
t.JJ-tJ....
day of
""" ~,J(
1987.
7 L/
~/2(J /J2- /1 V
Grace K. Kerr
~~~
w_~rmps:
(+~'" ~'1-PWJvi
. -~) Q~, L>.-. ( \\ 0tf;;J2L ,-.
'.
2
I
,
i
I
I
I
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
I, Grace K. Kerr, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that 1 signed and
executed the instrument as my Last Willi that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged befor~ me,
K. Kerr, Testatrix, this (i,tlI" day of ~<>-,~
?r: 7~~L-
by Grace
, 1987.
%LU'"
~estatr:e-
Lr XI ~ Of I. Hr(1-A-hv.FJdt
MERlENE MARHEYkA. Notary ""brio
(adide, Cumberland (olln'y, Pa.
M, Commiuion Expires f.o I-)Iqt..-~
3
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
:
we, James D. Flower and Janice E. Hertzler, the witnesses
whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw Testatrix, Grace K. Kerr, sign and execute
the instrument as her Last Will; that she signed willingly and
that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that to
the best of our knowledge the Testatrix was at that time 18 or
more years of age, of sound mind and under no constraint or undue
influence.
Sworn or affirmed to and subscribed to before me by James
O. Flower and Janice E. Hertzler, wi tnesses, this G -01" day of
March, 1987. ... /-1 i
\ /-#t~~~ ~ ~J
QJi~~S~-~' \\~).yi(~
CfX]O ~ l~.l t/X)O .It ih. I LJJJt_._~
MERlENE MARHEYKA, Notary Public
~ c,lisle, Cl1mberlond (olln/y, Pc.1.
My Commission Expires {.:.' / ll'A;;
4
//)--ly- /}
\ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
OEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD L SCHORPP
MARTSON ETAL
10 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-02-2002
KERR
04-27-2002
21 02-0486
CUMBERLAND
101
*'
REV-1511i1ElCAFP(ol-D2)
GRACE
K
Allount Relli tted
PA 17013
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 ~
REV=is,,-j-Ex--AFP-foFo2Y-NoYicE--oF-i-NHEifiTAN-ci-TAX-A-PPRA-isEMENT~--ALioWANCi-o-R------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KERR GRACE K FILE NO. 21 02-0486 ACN 101 DATE 09-02-2002
TAX RETURN WAS: I X) ACCEPTED AS FILED
CHANGED
NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 et 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
TAX CREDITS:
.00 X 00 = .00
73,862.99 X 045 = 3,323.83
.00 X 12 = .00
.00 X 15 = .00
119)= 3,323.83
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest ISchedule C)
4. Mortgeges/Notes Receivable ISchedule D)
5. Cesh/Bank Deposits/Misc. Personal Property ISchedule E)
6. Jointly Owned Property ISchedule F)
7. Transfers ISchedule G)
8. Total Assets
11)
(2)
(3)
(4)
IS)
(6)
(7)
.00
.00
.00
.00
87.388.83
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to Tax
(9)
110)
11 ,343.80
2.182.04
Ill)
112)
113)
114)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
87,388.83
13 5?~ 84
73,862.99
.00
73,862.99
n~~~~. , '+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1-)
07-22-2002 CDOO1436 166.19 3,157.64
TOTAL TAX CREDIT 3,323.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
1/ ' 1/'
c,l
o~
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
Grace K. Kerr
Date of Death:
April 27, 2002
File No.:
21-02-486
Social Security No.:
183-12-3502
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 X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
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 X No
d. Copies of receipts, releases, joinders and approvals offormal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: February 19,2003
Signature:
Name:
Address:
~~f
Edward L. Schorpp, Esquire
MARTS ON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlis1e,PA 17013
(717) 243-3341
Counsel for personal representative
F:\FILES\DA T AFlLE\EST A TES\1 0622-I.srep
......