HomeMy WebLinkAbout09-04-14 (2) � 1505610143
REV-1500 EX�02_„> �,
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania councy code Year File Number
Bureau of Individual Taxes DEPARTMENTOFREVENUE
Po Box.2aosoi INHERITANCE TAX RETURN 21 14 0721
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
164 28 6471 12 16 2013 05 08 1938
DecedenYs Last Name Suffix DecedenYs First Name M�
HESS KENNETH L
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
HESS SANDRA p
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Originai Return � 2. Supplemental Return ❑ 3 Pnor to�12r 3e$Zr)n(Date of Death
� 4. Limited Estate � 4a.Future incerest Compromise � 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
6 Decedent Died Testate � Decedent Maintained a Living Trust � 8. Total Number of Safep�p Sit BOxES
� (Attach Copy of Will) ❑ (Attach Copy of Trust) � c� � �
❑ rn
9. Liti ation Proceeds Received 10.Spousai Povert Credit(Date of Death 11.EleCti o t�under Sec. 113( G'�
9 ❑ between 12-31�J1 and T-1-95) � (Attac� I�gCule O) � � O
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO �O HOULD BE D1R��D TO:
Name Daytime T�iE n�Num,� .,;� �
J�iME S D BOGAR (717)''= `�'3'7. 8 7 61 �:��;� �
W� �-;, , � --r� -n
— -n
REGISTER'O`FlIVILLS l�ON(�
--{ I�
t7 C� �
First Line of Address '`y �
ONE WEST MAIN STREET
Second Line of Address
DATE FILED
City or Post Office State ZIP Code
SHIREMANSTOWN PA 17011
CorrespondenYs e-mail address: jboqar[a)boqarlaw com —
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 preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
��� `� ��y Sandra P Hess �- 3 - / �
ADDRESS
6 Winqate Drive, Mechanicsburq, PA 17050
SIGNAT PREPARER HER THAN REPRESENTATIVE DATE
James D. Bogar �-1
ADDRESS
One West Main Street, Shiremanstown, PA 17011
� Side 1 �
1505610143 1505610143
�
� 150561�243
REV-1500 EX
DecedenYs Social Security Number
Decedent'sName: H@SS� Kenneth L. 164 28 6471
RECAPITULATION
1. Real Estate(ScheduleA)....................................................................................... 1. 52 , 374 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5.
6. Jointly Owned Property(Schedule F) ❑ Separate Biliing Requested............ 6.
7. Inter-Vivos Transfers&Miscel{aneous�nn;Probate Property
(Schedule G) U Separate Billing Requested............ 7.
g, Total Gross Assets(total Lines 1 through 7)........................................................ g. 5Z ,374 . 00
9. Funeral Expenses and Administrative Costs(Schedule H)................................:... 9.
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10.
11. Total Deductions(total Lines 9 and 10)................................................................ ��.
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. SZ ,374 . �0
�3. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 52 ,374 . 0 0
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or ,
transfers underSec.9116 52 , 374 . 00 15. 0 . 00
(a)(1.2)X.00
16. Amount of Line 14 taxable 0 . �0
at lineal rate X .045 0 . 0 0 16.
17. Amount of Line 14 taxable 0 . 0�
at sibling rate X.12 � . �0 17.
18. Amount of Line 14 taxable � . 0�
at collateral rate X.15 0 . 0 0 18.
19. TAX DUE................................................................................................................ 19. 0 . 00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 15�561D243 J
REV-1500 EX Page 3 File Number 21-14-0721
Decedent's Complete Address:
DECEDENT'S NAME
Hess, Kenneth L.
STREET ADDRESS
6 Wingate Drive
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +g) (2) 0.00
3. Interest (3)
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.0�
Make Check Payable to: REGISTER OF WILLS, AGENT.
4. . .,. .. � � , . e �r � _� ....� - �
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� . � �. �..... �.. ,
. , _. , u ��� . ,_ � � _ , � ,
� 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
b. retain the right to designate who shall use the property transferred or its income:.................................. ❑
c. retain a reversionary interest; or............................................................................................................... ❑
d. receive the promise for life of either payments,benefits or care?............................................................ ❑
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ �
receiving adequate consideration?....................................................................................................................
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ �
4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ �
contains a beneficiary designation?..................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
_., . ...
� ,. _ v .
For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)j. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still appticable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at deafh to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN �
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Hess, Kenneth L. 21-14-0721
AII real property owned�solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
I�clude a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-All of Decedent's one-third(1/3)interest as a tenant in common in real property 52,374.00
being known and numbered as 629 Logue Hill Road, Penn Township, Lycoming County,
Pennsylvania. Decedent's one-third (1/3)interest in said real property was acquired by
Deed dated September 9,2008 and recorded September 25,2008 in the Lycoming County
Recorder of Deeds Office. A copy of said Deed is attached hereto and incorporated herein
by reference. The total assessed value of this property is$157,122.00. The value of
Decedent's one-third(1/3)interest in said property is$52,374.00.
TOTAL(Also enter on Line 1, Recapitulation) 52,374.00
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev.01-10)
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LYCOMING COUNTY
fERiF4ED/ASSIGNED UPI Instru�eent boak: F'a�?
�-f"�'�"-336'"' � 3� ����?°i�in)ib39b Ok 64E,� 187
F{LE D �,,�,s�r�,�,i6�Qa
�._`".: ,_�;"11NG COUN } Y F i1F�d for fie�_ard in
LYCOhiING GD�JNTY F'A
ANNABEL MILLER
���� S�� 2S P I� 5U i19—�5—?i_if�P AE ii]:54 om.
JE:ED 61.UfJ
STATE TAX. .!i�?
, � l0(:AL TAX ,f�C�
" ������BLISH a� bno�: �4�s �nyp ��� - i� ,.
�
;
�
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4
' � �
��
; �
, MADE the � � day of September
in the year two thousand eight (2008).
BETWEEN KENNETH L. HESS and SANDRA P. HESS, husband and wi.fe, of 6 ,
I Wingate Drive,Mechanicsburg,Pennsylvania, 17050,LE�N C.RIDER and ,
ANNA M. RIDER, husband and wife, of 3002 Baltimare Pike, Hanover, �
�,
Pennsylvania, 17331, and RICHARD D. ELIIITE and BARBARA J. ELII�IE,
husband and wife, of 1466 Park Tenace Drive, Chambersburg, j
, Pennsylvania, 17202, GR.ANTORS; j
�
A N D i
, i
', KENNETH L. HESS of 6 Wingate Drive, Mechanicsburg, Pennsyivania, i
17050, LEON C. RIDER of 3�(}2 Baltimore Pike, Hanover, Pennsylvania, ,
17331,and RICHARD D.ELINE of 14fi6 Pazk Terrace Dzive,Chambersburg,
Pennsylvania, 17202, each holding an undivided one-third (1/3}interest as
Tenants in Common, GRAIVTEES;
i
WITNESSETH, That in consideration of ONE------------------------------------------------------- ,
---------------------------------------------------------------------------------($1.00)---------- --------Dollar,
lawful money of the United States of America,unto them well and truly pa.id by the said
Grantees at or before the sealin and delive hereof, the receipt whereof i.s hereby �
, g IY �
acknowledged,the said Grantors do hereby grant and convey to the sa.id Grantees,their I
i
heirs and assigns; I�
ALL that certain piece,parcel and lot of land situate in the Tawnship of Penn, County of
Lycoming and Commonwealth of Pennsylvania, bounded and described as follows:
BEGINIJING at a rock along the land fonnerly of J.W.Glidewell, now or formerly of Leon
Myers;THENCE North sixty-zune and one-half(fi9-1/2)degrees West,ninety-six(96)rods
along the land now or farmerly of Leon Myers and land formerly of G.F.Houselmecht,
M�' B0�1(,��_PAGE�
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I
InStrument book Pa9p
�I �i�ij�Ciiil'�1639b Ofi d46� 1E8
now or formerly of Collins Housel�echt;THENCE North twenty-seven and one-ha3f(27-
1/2} degrees East, one hundred thirty-five (135) rods along land of said Collins
Hause�mecht,formerly Christian Breech,now or formerly of Lafayette Breech and lands
formerly of Henry Kepner,now or formerly of Henry Nungessez,to a tree. THENCE South
sixty-seven and one-half(67-1/2)degrees East,eighty-six(86)rods along land fonnerly
of Haward Kepner,now or formerly Karl Feigles, to a post; THENCE South twenty-two �
' ? and one-half(22-1/2)degrees West, one hundred thirty(130)rads along the land of said
� Karl Feigles to the place of beginning. CONTAi1VING seventy-five (75) acres, more or
i
less.
' EXCEPTING AND RESERVING from the above described properiy,however, a certain
lot of land conveyed by Harry R.Sanes and Cora M.Sones,his wife to Paul A.Sones and
Venus J. Sones, his wi.fe, by deed dated October 4, 1951 and recorded i.n Lycoming
County Deed Book 382, page 264.
ALSt? EXGEPTING AND RESERVII�IG all that certain parcel af iand conveyed unto
Douglas D. ,Tordan and Phyllis Jordan, husband and wife, by Deed af Kenneth L. Hess,
Leon Rider and Richard Eline, Successar Trustees for Bide-A-Wee Gun Club, an
unuicorporated assaciation, dated August 12, 2005, and recorded Septernber 2,2005,in
Lycaming County Record Book 5425, page 100.
BEING the same premises convayed unto Kenneth L. Hess, Leon C. Rider and Richazd
D. Eline, grantors herein, by deed of Kenneth L. Hess, Leon C. Rider, and Richard D.
Eline, Successor Trustees for Bide-A-Wee Gun Club, an unincorporated association,
dated January 13, 2006 and recorded on January 27, 2006, in Lycoming County Record
, Book 5555 at page 27fi.
iThe �bove described premises are more specifically described in a survey dated April
i 14, 2006, by Joshua A. Gavitt, P. L. S., a copy of which is attached hereta, as follows:
�
BEGINIVING at a point in or neaY the center line af State Route 2061, said point being
located North 23° 14' S7" East, 53.28 feet from an existing 3/4 inch diazneter iron pin;
THENCE along or near the center line of said State Route 2061 the foIlowing seven
courses and distances: {1}Noath 49°24'46" East; 106.52 feet; �2}Narth 45°07' 20"Ea�t,
127.68 feet; (3)North 42°35'30"East, 90.77 feet; (4) North 39°02'00"East, 72.71 feet; {5)
North 37°15'41"East,73.37 feet;(6)North 35°00'42"East, 77.76 feet; (7)North 32°2�'S1"
East,75.24 feet to a point,said point being lacated North 65°30'50"West,23.05 feet from
an existing#5 rebar;THENCE along lands naw or fonmerly of Clzarles R.Doll,II and also
along lands now or formerly of Leonard S. Reed and Carolyn E. Reed, South 65° 30' 50"
East,passingthrough an existing#5 rebar at 900.05 feet,atotal distance of 1333.05 feet
to a set #5 rebar; THENCE along lands of said Leonard S. Reed and Carolyn E. Reed,
crossing Township Route 571 and also lands now or fprmerly of 3 ames B,Reed and Mary
L. Reed, South 24°29'06"West, 1596,78 feet to a set drill hole in a large rock;THENCE
along lands now or formerly of H. Thomas Eddy and Connie P. Eddy, South 29° 30' 54"
West, 642.02 feet to a set #5 rebar at the comer of a stone wall; THENCE along lands
now or formerly of Reuben I. Doebler and Mildred S. Doebler, North 64° 55' 00" West,
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Instrument book F'ase
;�ritj�i��1D1b39b OR b�b5 lE9
1419.00 feet to a set #5 rebar; THENCE along lands of said Reuben I. Doebler and
Mildred S. Doebler, crossing Township Route 571 and also along lands naw or fomierly
of James E.Doebler and Randi K.Doebler,North 23°14'S7"East, 1626.68 feet to the paint
and place of beginning.
�
CONTAIIVING 74.76 acres of land. The basis of bearing for this suYVey is Magnetic
' North in the year 2001.
� FOR IDENTIFICAT'ION PURPOSES ONLY,BEING KNOWN AS LYCOMING COUNl'Y TAX
' PARCEL NUMBER 44-336-134 AS SET F�RTH IN THE OFFICE OF THE LYCOMING
COUN'!'Y T.AX ASSESSOR.
' EXCEPTING AND RESERVIlITG unto the Grantors all of the oil, gas, coalbed methane
and all other minerals on,in or belaw,the premises described above,togetlier with the
right to explore, develop, produce, measure and remove the same, UNDER AND
' SUBJECT to the Oil and Gas Lease fram Grantors ta Chief Exploration and Development
LLC, dated March 22, 2008 and recorded on Apri114, 2008,in Lycanvng County Record
Book 6306 at page 54. Said reserved rights to be held as follaws:
Kenneth L, Hess and Sandra P. Hess, husband and wife, an undivided one-third (1/3)
interest;
Leon C. Rider and Anna M. Rider, husband and wife, an und.ivided one-third (1/3)
� interest; and
i
i
; Richard D. Eline and Barbara J, Eline, husband and wife, an undivided one-third (1/3)
I interest; "
, Each one-thi.rd (1/3) interest to be held as Tenants in Common to the other one-third
(1/3)interests.
: THIS CONVEYANCE IS FROM AND TO THE SAME 'THFtEE INDIVIDUALS AND IS FOR
THE PUF�POSES OF PLACING A NE�IV SURVEY DESCRIPTION ON RECORD AND �F
ESTABLISHING A NEW METHOD OF OWNERSHIP FOR THE SUB-SURFACE OIL,GAS
AND MINERAL RIGHT'S,EACH INTEREST BETWEEN HUSBANDS AND WIVES AND IS,
THEREFORE, EXEMPT FROM STATE ANI�LOCAL REAL ESTATE TRANSFER TAXES.
�Nll the sa.id grantors will SPECIALLY WARRANT AND FOREVER DEFEND the
property hereby conveyed.
,�.��,e.� ��.��,�.�,� � _ _ .
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InStrument book Fa9e
,ii�i�i)iEri16a9b QR �465 i9i)
IN WI'TNESS WHEREOF, said grantors have hereunto set their ha.nds and seals, the
day and year first abave-written
SEALED AND DELIVE�RED
IN THE PRESENCE OF:
. _MrGI't4�Q,� M drl�,�� _� 1VU1��f �Bl►C � E`4�'�
Ke eth L. Hess
�l�Lha�t �1CCrXk-�� ��,a�-� p�aUc- �� (SEAL)
� Sandra P. Hess
�., v ,J �(CE.A�L�
eon C. Rider
, �_(SEAL}
' Anna M. Rider
! -. , ;
� \��co c � (SEAL)
�l n
Richard D. � ne
� ` h� {SEAL)
arbara J. E ' e �
Certificate of Residence
I hereby certify, that the precise residence of the grantees named herein is as
' follows:
'' Leon G. icider, 'Iieas. '
3002 Baltimore Street
It._�nover, PA 17331. �
mey or Agent for rantees
' NO TITLE SEARCH OR
TITLE CERTIFICATION
b_� � ��,R,� ���. .�.y-F
.�� t.� � .�r. � �� . �:� ._ .
____
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instrument booE: Fa9e �
?t)f�°pili)ib.:,96 OR 6465 191
COMMC?NWEALTH OF PENNSYLVANIA . Commanwaelth ai Perrsyi�alti�
NOTARIA�L
t : ss MICHAEL McCORKt.�. Nn:ery PubliC
COUNTY OF �Un� b�r�ati�d : 4anoaster City,Lan:.estcr�auniy,PA
Iwy Com�r�a��v�@�p�r�a Ova,00, �Oi1
On this,the !� day of,_ S�P�'r b�' , 2Qd8, before rne, a notary public,
the undersigned officer, personally appeared Kenneth L. Hess and Sandra P. Hess,
husband and wife, l�own to me (or satisfactorily proven) to be the persons whose �
names are subscribed to the within instrument, and ac�iawledged that they executed �I
i
i the same for the purpose therein contained.
I� TN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
/�-� i �
t Public
No ary
My commission expires t a� o�} a o t�
C�MMONWEALTH OF PENNSYLVAIJIA .
: ss
COUNTY OF ��k- _ .
On this, the � � `'�day of �C-�7LM'(3�4-2008, before me, a notary public,
the undersigned officer,personally appeared Leon C.Rider and Anna M.Rider,husband
and vv�fe, knc�v+rz� t� mP �or satisfactoril;�pro��en) to be the persons whose names �xe
subscribed to the withi.n instrument,and acl�iowledged that they executed the same for
the puipose therein containad.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
.
Notar Public '
My ca 'ssion expires .�
� NO�ARIAL SEAl.
SETr C,FAHEY,Notaty RtR�C
Penn Twp.,Counry of YoAc
hlr-Oorrxalssion�.xpEres t�rh ffi;�ii09
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Instrument boak Pase
;�iujgil(�17i�.?�46 OR 646� 19?
COMMONWEALTH OF PENNSYLVANIA ;
: ss
COUNTY OF ��`�����n •
On this,the�day of e Q�,2008, before me,a notary public, ,
the undersigned officer, personally appeared Richard D. Eline and Barbara J. Eline,
ihusband and vvife, }�own to me (ar satisfactorily proven) ta be the persons whose
names are subscribed to the within instnunent, and ac�owledged that they executed
the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
COMMOIVWEALTH OF PENNSYLVAfVlA ��'"�"��_ L �
NOTARIAL SEAL �OtBT�T�L11711C
PATRiCiA L.SCHOCIC, tdU7ARY PIJBLfC My commission expires
GUILFORD T�VV�SHIP,FkAN}:IIN COUNTY
kiY COMMtSSIdN EXPIRES SE?T.20,2008 -
,
,
,�. ,��.��,t . �:;,,m,. ,.<:��..�.������s�_ ,�.��,����,�f-.�,n._„ : _..-N��,a�„��.��, . :, , . _,, . . _ _ _
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Rev-ts�Ex(ti-oa� RECORDER'S USE ONLY
REALTY TRANSFER TAX State Tex Paid _ o--
COMMONWEALTH OF PENNSYWANIA STATEMENT C)F VALUE gO°k _1��i6396 OR 6465 �9�
DEPAFtTMENT OF REVENUE Page Numher G,yGS'�IS�
BUREAU OF INDMDUAL TAXES
� PO BOX 280803 See Reverse for I nstructions Date Recorcled
HARRISBURG PA 17128-06d3 � ZS 0
Complete each section and file in duplicate with Recorder of Deeds when (1)the full va(ue/considera6on is not set forth in the daed,(2)when the
' deed is without consideration,or by gift,or(3)a tax exemption is claimed.A Statement of Value is not required if the transfer is wholly exempt from
I tax based on:(1)family relationship or(2)public utility easement. If more space is needed,attach additional sheet(s).
! A. CORRESPONDENT- All inquiries may be directed to the following person:
, Name Telephone Number.
J Howard Langdon, Esquire (570) 546-3104
' Street Addrass City State Zip Code
3 South Main Street Muncy PA � 17756
B. TRANSFER DATA Date of Acce tance of Document
Grantor(s�lessor(s) Grantee(s�Lessee(s)
Kenneth L.Hess,et. al. K.enneth L. Hess, Leon C.Rider&Richard D. Eline
SVeet Address 5freet Address �
6 Wingate Drive 6 Wingate Drive
City State Zp Code City Stata Zip Code
Mechanicsburg PA 17055 Mechanicsburg PA 17055
C. PROAERTY LOCATION
' Street Address City,Town9hip,Borough
! 629 Logue Hi(I Road Penn Township
County School DisVict Tax Parcel Number
Lycoming East Lycoming 44-336-134
D. VAtUATION DATA
1.Actual Cash Consfderetion 2.Other Consideretion 3.Total ConsideraGon
' 1 AO +0.00 = 1.00
4.County Assessed Value 5.Common Level RaUo Factor 6.Fair Market Value
I 124,340.00 X 1.25 = 155,425.00
', E. EXEMPTION DATA
� 1a.Amount of Exemption Clafined 1b.Percentage of Interest Conveyed
1�d�— 100%
2. Check Appropriate Box Below for Exemption Claimed
[J Wifl or intestate succession
(Name of Deoedent) (Estate File Number)
' ❑ Transfer to fndustrial Development Agency.
❑ Transfer to a trust. (Attach complete copy af trust agreement identifying afl benefciaries.)
' ❑ Transfer between principal and agent. �Attach complete copy of agency/straw party agreement)
❑ Transfers to the Commonweafth,the Uniied Sta4es and instrumenia{ities by gift, dedication, condemnation�r in lieu
of condemnation. (If condemnation or in lieu of condemnation, attach copy of resolution.)
❑, Transfer from mortgayor to a holder of a mortgage in detault.Mortgage Book Number ,Page Number
❑ Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
❑ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
� Other(Please explain exemption claimed, if other than listed above.) This conveyance is f�om and to the same
three individuals and is for the purposes of placing a new survey dsscriptian on record and of es#ablishirtg a nesr,r
method of ownership for the sub-surFace oil, gas and mineral rights,each interest between husbands and wives and
is,therefore,.exempt from state and local real estate transfer taxes.
Under penaltles of Iaw, I declare that I have examined thls Statement,fncluding accompanying Information,and to the best
of my knowledge and be[ief, ft true,correct and complete.
Signature of Correspondent o R pons le P �a;e
q�z i'/o$
FAILURE TO CO P TE TH15 FORM PRO ERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN
THE RECORDER' EFUSAL TO RECORD THE DEED.
r� Lyeoming Gounty Assessor
;_,,.� 48 V1�est Third Street
� Williamsport PA 17701
http://lycomingpa.devnetwedge.com/ Phone: (57Q) 327-23�1
Fax: (570) 327-2309
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Inforrv�atian for Parcel 44+,33&.0-0134.00-OQQ+, Tax Year 2014 Payat�ie 2015
Property Information
Tax Year UPI Number Images/Sketches (See All)
2014 44-336-134
Site Address Property Class
629 LOGUE HILL RD A-A ricultural With Buildin
Tax Code School District
4401 -4401 Penn SD06 - EAST LYCOMING SCHOOL DIST
Owner Name and Address Mailing Name and Address
HESS KENNETH L ET AL HESS KENNETH L ET AL
C/O LEON RIDER C/O LEON RIDER
3002 BALTIMORE PIKE 3002 BALTIMORE PIKE
HANOVER, PA 17331 HANOVER, PA 17331
Assessmen#s _
Annual Billin
Land Buildin Total Pref. Land Pref. Buildin Pref. Total
Non-Exem t 82,440 42,260 124,700 33,020 42 260 75,280
Exem t 0 0 0 0 0 0 '
Total 82,440 42,260 124,700 33,020 42,260 75,280
Note: Preferential Assessment values indicate that the property is enrolled in Clean & Green
_ _ _ _ .
__ __ _ _
Homestead/Farmstead Exclusior�
Type Status Land Building Exemption Farmstead? Farmstead
Amount Amount Amount Value
Homestead/Farmstead Denied/Not 0 0 0 No 0
licable
_ __
_ _ __ ___ _
. _. _
Clean and Green A lication Status
A roved
_ _ _ _
_ _ _ Sales Histary
Year Book - Pa e Sale Date Sold To Sold B Price
2008 6465 - 0187 09/25/2008 HESS KENNETH L ET AL ��
2006 5555 - 0276 01/27/2006 HESS KENNETH L ET AL BIDE A WEE GUN CLUB $1
1900 - 01/01/1900 BIDE A WEE GUN CLUB ��
_ _ _
Market l.and Vafuation
Property Type Description Land Type Width Depth Sq. Calc. Deed
Ft. Acres Acres
RES- Primary Site SiteAcre - Site Acre 0 0 0 1.00 1.00
Residential cre Acrea e
RES - Residual -Wooded 0 0 0 73.76 73.76
Residential
UUT BUfLDINGS (Structure 1 af 2)
Pro ert T e Descri tion St le Qualit Livin Area s . ft. Year Built A e
RES - Residential OUT BUILDINGS One Sto 0 2004
OUTBUILDINGS S uare Ft.
133 Stora e Shed, Prefab Fair 140.00
Tv�ro Stor Structure 2 of 2
Pro ert T e Descri tion St le Qualit Livin Area sq. ft. Year Built A e
RES - Residential Two Sto Two Stor 1,496 1901
ROOMS
_. �,.. . ,. ,,.�.,���:��-�,�.��,,,,���, .
�wv aw�y �ouu�.�wG c v� c�
Bed Rooms 4 Full Bath �
Half�ath
Base Cost S .Ft.
Base Cost 1496.00
Com osition Shin le S .Ft.
Com-osition Shin le 1496.00
Gravit Furnace (Sq.Ft.)
Gravit Furnace 1496.00
Slab on Grade S .Ft.
Slab on Grade 1496.00
Ph sical + Functional De recia Percent
Ph sical + Functional De reciation 71.00
Pro ert Characteristics
Utilities Streets/Roads To o ra h Frontin Traffic Setback
tr: Well/Swr: Se tic Dirt/Gravel Rollin / Partial Tree Cover
Images _ _
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County Assessed Value $124,700.00
Common Level Ratio X 1.26
Total Assessed Value $157,122.00
REV-1513 EX+(07-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN � BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Hess, Kenneth L. 21-14-0721
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
o Not L'st Trustee s
T� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and iransfers
under Sec.9116 a 1.2
Sandra P. Hess Spouse
6 Wingate Drive
Mechanicsburg, PA 17050
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
t -
f,`
LAST WILL AND TESTAMENT
OF
KENNETH L. HESS
I, KENNETH L. HESS, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me .
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my wife,
SANDR.A P. HESS, provided she survives me by sixty (60) days .
SECOND: Should my wife, SANDRA P. HESS, predecease me
or die on or before the sixty-first (61st) day following my
death, I devise and bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance policies thereon, as follows:
(A) Fifty (500) percent thereof to my daughter, CHERYL
L. KR.AUSE, provided that should she predecease me, then, in equal
shares, to her children, SETH D. KRAUSE and ELISE K. KRAUSE.
(B) Twenty-five (25%) percent thereof to my grandson,
SETH D. KR.AUSE, provided that should he predecease me, then to my
granddaughter, ELISE K. KR.AUSE.
(C) Twenty-five (25a) percent thereof to my
granddaughter, ELISE K. KRAUSE, provided that should she prede-
cease me, then to my grandson, SETH D. KR.AUSE .
THIRD: Should any of my grandchildren not have at-
tained the age of twenty-two (22) years at the time for distribu-
tion to him or her, I give, devise and bequeath the share of each
such child to my hereinafter named Trustee or Trustees, IN
SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares
so received, and to use and apply from time to time such portion
of income and principal for the said child' s education (including
college, trade school or other similar training or education) ,
support and welfare as my Trustee or Trustees, in their sole
discretion, deem advisable . The Trustee or Trustees, in
exercising their discretionary authority with respect to the
payment of income or principal of the within Trust to my grand-
children, shall take into consideration any incorne or other
resources available to my grandchildren from sources outside this
Trust .
Any income or principal not so applied sha11 be dis-
tributed to each grandchild when he or she attains the age of
twenty-two (22) years . In the event any of my grandchildren die
prior to the termination of this Trust established herein for
their benefit, the interest of said grandchild in said Trust
shall cease with any income and principal passing to my surviving
grandchild, as set forth herein, or the separate Trust
established hereunder for that grandchild' s benefit .
FOURTH: In addition to all powers granted to them by
� law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
2
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandori any property which is of little or no value .
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments .
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws .
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes .
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable .
FIFTH: I nominate and appoint CHERYL L . KRA.USE, as
Trustee of the hereinabove described trusts . In the event of the
death, resignation or inability to serve for any reason
whatsoever of the said CHERYL L. KRAUSE, I nominate and appoint
my son-in-law, AARON N. KRAUSE, as Trustee of the hereinabove
3
7
described trusts . I direct that my Trustee or Trustees shall
serve without bond and shall receive fair and reasonable compen-
sation.
SIXTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate .
SEVENTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assiqnment, conveyance or anticipation.
EIGHTH: I nominate and appoint my wife, SANDRA P.
HESS, Executrix of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said SANDR.A P. HESS, I nominate and
appoint CHERYL L. KRAUSE, Executrix of this, my Last Will and
Testament . I direct that my Executrix, Trustee or Trustees, as
the case may be, and their successors, shall not be required to
post security or a bond for the performance of their duties in
any jurisdiction.
4
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this ��day of
���ys� , 2003 .
C�
(SEAL)
KENNE L. HESS
Signed, sealed, published and declared by the above-
named Testator as and for his Last Will and Testament in our
presence, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses .
� ��
Address
��,s�� �� C��'�.�'�-ca;��.�
Address
5