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HomeMy WebLinkAbout06-04-15 pennsyLvania 1505614105 I or. EX(03-14)(Fl) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN ! ' ' I Harrisburg, PA 17128-0601 RESIDENT DECEDENT W 'Uq ENTER DECEDENT INFORMATION BELOW Social Security NumberDate of Death MMDDYYYY Date of Birth MMDDYYYY 189-18-6482 �______._ 111192014 1 02171923 Decedent's Last Name Suffix Decedent's First Name MI Kessler Dorothy F (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix. Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CW I.Original Return C=) 2.Supplemental Return C=> 3. Remainder Return(date of death prior to 12-13-82) C:D 4.Agriculture Exemption(date of c=) 5. Future Interest Compromise(date of C=:) 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) OD 7. Decedent Died Testate =o 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) C=) 10.Litigation Proceeds Received C=:) 11.Non-Probate Transferee Return C=:) 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) C=) 13.Business Assets C=D 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number [Robert R. Black, Esq. 1(717)243-3727 First Line of Address 36 South Hanover Street ........... Second Line of Address City or Post Office State ZIP Code [Carlisle Y PA 17013 Correspondent's email address: REGISTER OF WILLS USE dQNLY REGISTER OF WILLS USE ONLY M -W'F -rii_lwl D-A -9 -I - C_ 61W Dl* M ICE D IT -4 C:7. M M _j Qz) DATE FILED,STAMP!D -n I M r PLEASE USE ORIGINAL FORM ONLY CD Side I 1111111 11111 11111 lilt Nil[11ii11ifiil 11111 1111 1111 1505614105 .___� 1505614205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Dorothy F. Kessler 189-18-6482 ' RECAPITULATION 1. Real Estate(Schedule A). ... ..... .. ............. .... .. ...... ...... 1. . 0.00 2. Stocks and Bonds(Schedule B) .. . ... . .. ....... .. ........ ... . . .. . ... .. 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 0.00 4. Mortgages and Notes Receivable(Schedule D)........ ... . ... .... .. .. ... . 4. 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 101,495.50 6, Jointly Owned Property(Schedule F) O Separate Billing Requested ..... . . 6. 2,564.01 7, Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) © Separate Billing Requested.. . . ..,. 7. 0.00 8. Total Gross Assets(total Lines 1 through 7). . .. .. ...... .. . . . . . ... .. .. . .. 8. 104,059.51 9. Funeral Expenses and Administrative Costs(Schedule H)...... ...... . .... .. 9. 12,005.79 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............... 10. 2,889.05 11. Total Deductions(total Lines 9 and 10). . .. ..... ... . . .. ......... .... .. . . 11. 14,894.84 12. Net Value of Estate(Line 8 minus Line 11) . .... . . . ... .. ... . . . . . .. .. ..... 12. 89,164.67 13. Charitable and Governmental Bequests/See.9113 Trusts for which an election to tax has not been made(Schedule J) ... ... .. .... .... .. .. ... . 13. 0,00 14. Net Value Subject to Tax(Line 12 minus Line 13) ....................... . 14. 89,1$4.67 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec,9116 _.. .. (a)(1.2)X.0 15.1 0.00 16. Amount of Line 14 taxable 4,012.41 at lineal rate X.0 45 $9,164,67 � 16. 17. Amount of Line 14 taxable I at sibling rate X.12 17.1 0.00 18, Amount of Line 14 taxable at collateral rate X .15 18, U.00 19. TAX DUE ..... . .. ... . ... . . ... . .. .. . . . . . . .. .. . .. .. .. .. . . ..... .. . ... 19.: 4,012.41 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Under penalties of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has any knowledge. SI!MOF PER ON RESPONSIeWR LING R - DATE 44 ADDRESS 122 ad Carli I , PA 17015 SiGNAT R QjT H SyAN RSON RESPONSIBLE FOR FILING THE RETURN A ADDR S 36 South Hanover Street, Carlisle, PA 17013 Side 2 1505614205 J neV-150msx (FI) Page File Number 4Decedent's Complete Address: DECEDENTS NAME Dorothy F. Kessler STREETADDRESS 152 Graharris Woods Road ZIP Carlisle PA 17015 Tax ' Credits: 1. 1. TamDue(Page 2,Line 18) (1) l Credits/Payments 3OOOOO A.Prior Payments 8.Disoount / � l�*|C Credits (2) 315788 (See instructions.) 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT, Fill|noval onPage 2`Line 20horequest urefund. (4) 0.00 6. KLine i +Line 31sgreater than Line 2.enter the difference.This iothe TAX DUE (5) 854.52 Make check payable to: REGISTER OF WILLS,S. AGENT WNSIARMONNOW PLEASE ANSWER THE FOLLOWING QUEST/ONS BY PLACING AN ".X° IN THE APPROPRIATE BLOCKS 1. Did decedent make utransfer and: Yeo No a. retain the use orincome ofthe property transferred............................-- ......... ............ ..........—....--. F� Nh. retain the right Ndesignate who shall use the property transferred nritsinoumo --------------' No. retain oreversionary interee t ------------------------------------------ LJ d. em�v the pmm�ehx0oo[ohho �ymon�.bone8�ornom?-----------------------� LJ 0 2. If death occurred after Dec.12. 1982.did decedent transfer property within one year of death Fl U� ��o�mmdvnUadoqu�eoona�emt�n?---------.--------------~----,_—_--__ U� 3. Did decedent own an"in trust for"or bank account orsecurity atNumhordeoth?----' �[�� 4. Did decedent own onindividual retirement account,annuity mother non-probate property,which [� 0� ron�inoo�me0do�dooiUn�ion? ---------------------------------------- `� �� IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS|SYES,YOU MUST COMPLETE SCHEDULE G AND FILE[[ASPART OF THE RETURN. For dates ofdeath onorafter July 1. 1004.and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse in3percent[72PS.S8116(a)(1j)(0. For dates of death on orafter Jan. 1. 1995` the tax rate imposed on the net wduo of transfers to or for the use of the surviving spouse is O percent .GB11G(a)(1.1)(ii)].The statute does not exempt atransfer tnosurviving spouse from tax,and the statutory requirements for disclosure o[uosets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on Vrafter July 1.2000: w The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent nrastep-parent ofthe child ieOpercent[72PS.§911O(e)(1.2)]. * The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(u)(1)]. ~ The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72PS.6S118(u)(1.3)].Asibling iodefined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption, REV-'15o8 EX+(o8-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dorothy F. Kessler 21-14-1169 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT PATE NUMBER DESCRIPTION OF DEATH Mifflinburg Bank&Trust Co.Certificate of Deposit 03175.Acct 51001406001-Church of God Home 100,211.11 Ssee attached copy. Redeemed 11/20/2014 2. Health Management-Carlisle Regional Medical. Refund 1,216.00 3. Adams Electric Company. Refund 28.01 4. HMA Physician Management. Refund 12.38 5. Three drawer dresser. See appraisal 28.00 TOTAL(Also enter on Line 5, Recapitulation) $ 101,495.50 If more space is needed,use additional sheets of paper of the same size. REV-1509 EX+(02-15) r pennsytvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dorothy F.Kessler 21-14-1169 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A.Sondra Morgan 152 Grahams Woods Road,Carlisle, PA 17015 Daughter B.. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR HUNT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1 tib Citizens Bank, Acct 6100731359. See attached letter 5,128.02 50% 2,564.01 TOTAL(Also enter on Line 6, Recapitulation) $ 2,564.01 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(02-15) pennsy[vania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy F. Kessler 21-14-1169 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Prepaid 0.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 5,074.75 Name(s)of Personal Representative(s) Kimberly M. Diehl Street Address 120 Kerrs Road City Carlisle �_. _ _w_state. PA lip 17015 Year(s)Commission Paid: 2015 2. Attorney Fees: 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 3,500.00 Claimant Sondra Morgan Street Address 152 Grahams Woods Road city Carlisle State PA Zip 17015 Relationship of Claimant to Decedent Daughter 4. Probate Fees: 581.04 5. Accountant Fees: 0.00 6. Tax Return Preparer Fees: 0.00 74 Reserve for closing and releases 350.00 TOTAL(Also enter on Line 9, Recapitulation) $ 12,005.79 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(02-15) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy F. Kessler 21-14-1169 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Thomwald Nome-medical services invoice 2,078.00 2. Carlisle Physician Services-medical services invoice 34.43 3. Carlisle Medical Group-medical services invoice 85.05 4. Blue Mountain Anesthesia-medical services invoice 13.28 5. Carlisle NMA Physicians Mgmt-medical services invoice 12.38 6. Carlisle Digestive Disease-medical services invoice 27.22 7. Hospitalists of Central PA-medical services invoice 224.94 8. Quantum Imaging 8 Therapeutic Assoc.-medical services invoice 100.02 9. Blue Mountain Anesthesia-medical services invoice 39.16 10, Watershed Urology-medical services invoice 58.31 11. Carlisle NMA Physicians Mgmt-medical services invoice 50.64 12, Carlisle Medical Group-medical services invoice 76.05 13. Carlisle Medical Group-medical services invoice 20.77 14. Hershey Kidney Specialists-medical services invoice 68.80 TOTAL(Also enter on Line 10, Recapitulation) $ 2.889.05 If more space is needed,insert additional sheets of the same size. REV1513 EX+(02-15) pennsylvania SCHEDULE DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dorothy F.Kessler 21-14-1169 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. "Sondra J.Morgan, 152 Grahams Woods Road,Carlisle,PA 17015 Daughter 50% 2. Carolyn L.Finkenbinder,351 Bloserville Road,Carlisle,PA 17015 Daughter 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: i. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS; i. TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0 If more space is needed,use additional sheets of paper of the same size. LOCAL REGISTRAWS CEERTIFICATION OF DEA'Tv,,,l WARNING: It is illegal to duPjj(;� ,r, 1�n s ci,.)py !-,fy pholostal or photograph. P 20534080 E" A rmlj1 NO 4,/20t . 14 Type/print In COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH-VITAL RECORDS Permanent CERTIFICATE OF DEATH Stock Ink State File Number: 1.Decedent's Legal Name(First,Middle,Lost,Suffix) 12.S; Sacs.!Security Numb., 14. (spell Mo) orothy F . Kesslar 189-18-6482 ivovembfar 19 r 4 so.Age-Last Birthday(Yrs) 15b.Under I Year Sc.Under I Day S.Date Ofelfth(MO/Day/Yeo,)(spell Month) 17..Birthplace(City and SIV,:,Foreign Country) Month. I Day. Hours M{nutes N,sw-,ri I I 91 Felo 1 7 1923 17b.SirthplaCa LC _oumv) CI,rn int F­_iz I a n 80.Residence(State or Foreign Country) 18b.Residence(Street d. v,In a Town.h 1p? Pa 152 Or all arn G Wood Rd E3 Yes,decedent lived In W. P(B n rl S 13 Q r 0 t-P. 8d. Ul d,g L(C w and !Be.Residence(Zip Cod.) 1 7241 10 No,decedent lived within limits of -city/b.- 9.Ever in US Armed Forces? 1D.Marital Status at Time of Death M Married flawed 11.Surviving Spouse's Name(if wife,give name prior to first marriage) 0 Yes �0 No C3 Unknown C3 01v.-.d 0 Never Married C3 Unknown 12.Fathers No-.(First,Middle,Lost,Suffix) 13.Mother'.No-.Prior to First Marriage(First,Middle,Last) Ralph Faster BtB j:'-Ila Mi I I er 24a. nformant's Nome b.Relationship to Decedent 14C.Informant's Mailing Address(Street and Number,City,State.Zip Code I Death JCh.Ck on Y_ L If Death Occurred In a Hosplta l: Inpatle ht I If Death Occurred Somewhe Other Than,H 0 9.; Somewhere Pla FaZliily_ 7:3_D;CI;d.;;tq Home R /Outpa;ient 0 Dead on Arrival 1 0 Nurslp6,H Care Facility [3 Other(Specify) 0 Emergency 22 _ _ -:I 19G7 F.I._N ;72(1*f`not institution,give street and number) 15C.city or Tow S lis Cod. P Fs. IV I - I 15d.County of Death Carlisle Recl. Medi c a I C n f- So - Middletown Twy.3,CaX`i:Ls1IeCumberland_M:1r.;Fh_.d of Disposition W Cremation 16b.Date of DI.P..Itlon 3 place of Disposition(NAMal crematory,of c,motery,crematory,or other place) C3 Removal from State an 0 Other(Specify) 11/21/1 4 1Cumh Valley Mein. Gdns. 26d.Location of Disposition(city pr Town,State,End Zip) 17..Sigraty,rr� 1.1--e or Person In Charge of Interment 117b.License Number 3 Carlisle P a 701 895 171N 11g1j;ld Complete Address Of FVM*mFacility l Fality � _r Funeral Horne I n c-- 15 Bi iq Sprinve rZwville Fla 18.Decedent'$Education-Check the box that best describes the 19.DeCodent of Hispanic origin-Check the 20.Decedent's Race--1 Check ON OR MORE races to Indicate-hot highest dogma or level of school completed at the time of death. box that best describes whether the decedent the d cedant Considered himself or herself to be. 0 8th grod.or less I$Spa nlSh/HIzPA n is/Latino. Check the"No" tmwhltss M Korean 1_3 No dJplo--. grade do box If decedent Is not Spanish/Hispanic/Latino. 0 Black or African American 9th-12th gVietnamese M High..hooi graduate or GED completed 3a�lvo.not Sp.n1sh/Hispolle/Latino 0 Ar - E:3 lerlIndian 01 Alaska Native Other Asia. C3 Some"ll"go Credit,but no degree M Yes,Mexican,Mexico,Ama,ical,Chicano C3 Asian Indian 0 Native Hawaiian 0 Associate door..(..a.AA,AS) E3 Yes.Puerto 111— 0 Chile-- Cl Guamanian or Crarrarro, E3 d.g-.to a.EA.AS,SS) 1-3 Yes,Cuban 0 Fillpil. 0 Samoan C3 Master's door..(e.9'MA,MS,M"g,Mild,MSW,MBA) 0 Yother Spanish/Mlsipanic/Latino 0 Japanese 0 Other Pacific Islander 0 Doctorate(a g.PhD,EdD)or Professional degree (Specify) Other(Specify) zg.M0,gc)S.OVULE.JO) il.Decadent'.Slagle Race Self-DeSig-tIon-Check ONLY ONE to Indicate what the decedent considered himself herself to be. 22.,D.c.dent*s Usual Occupation-Indicate type of work White C3 Japan... Samoan done during mast of working[If­ DO NOT USE RETIRED. Slscksar African American C3 Korean O Other Pacific Islander 0 A erican Indian or Alaska Native 0 Viet- Don't Know/Not S­ 1,a bo r e r C3 Am an India. C3 Other Asian Refused 22b.kind of Business/Industry M Chinese C3 Native -Ilan 0 Other(Specify) C3 Filipino C1 G­.= ,Ch.-.,,. C a 17 pte t F a C t 0 ry imems z3o-gdiMUsTNse.COMPLETED Dead{Ma/Day/Yr� 2�3b W,Signature Of Person Pronouncing In Only when applicable) 1211.1.11orn;;eNtimber BY PERSON H PRO 0NOR 1231,Dar CERTIFIES DEATH 23d.Date ,5jgnad(Motuay/yr) I 14 /ZC:7 2S.We,M,dlcal F.a-1.er or Corona,Contacted? C3 Yes No CAUSE OF DEATH I Y .,rest, I Trital-III: 26.Port 1. Enter the chain of Injuries,or complicatlone-thIst Cp­-I Caused Ill.death. 00 NOT elm,terminal events such as..rdlis. I Approximate respiratory sumst, fibrillation without showing the etiology. 00 NOT ABBREVIATE. Enter only one cause on a fine. Add additional If necessary, I Onset to Death IMMEDIATE CAUSE -------­ 0. " Elrof disease or condition rsoqui.l.e or): resulting In death) b� e-7,r Sequentially list conditions, Due to(or If any.leading to the cause listed an line a. Enter the e-4 UNDERIVIING CAUSE Due to(or as a consea.....of): (diseaseor Injury that :,nitlatod the events resulting a. w,_c ec- death)LAST. 7 I 0­f.(.1 as.-n-ci-l-of): 26.P*"11, Enter other slarifficant con it SAM but not resulting IrIthe underlying ca...Uwe.in P We Oed? Y pl�SEY Yes"Ps" N .,We, 4 �bl. 0 complete the cvu�f death? n� F-7 '"'t 29.if le: 38.Did Tobacco Use Contribute to Death? 31.Manner of Oath r3 Not o pregnant within past year Y C3 Probably C3 Homicide . Pre of death, 9-4-1.1 C:J Unknown [3 Accident r3 Pending In...irlassi'm C3 Not'llmantnSetn't"beut pragnan within 42 days of death Suicide L3 Could not be determined 0 Not prearnim,but P,.....It 43 day.to I year before death 32.Date of Injury(M./D.y/'Yr)(Spell Month) i 0 C3 Unknown If pregnant within the most year ry J341,Time of Injury I_ 34�Place Of Injury(*.X�home;construction site; .n ;far-;. o.?) 35.Loc tion of InJury(Street and Number,City, ty ._t nty,State,Zip Code) 36.Injury at Work 137,If Transportation injury.Specify: 38.D.-lb.-a-IlJ.N Occurred: C3Yes C3 Driver/Operator ED Pedestrian C3 No 0 Passenger M Other(Specify) Physician,c-Ifled nurse practitioner,modIC,I...minor/coane,(Check only fYIng Only-To the best of my knowledge,death occurred duo to the uses)old manner Stated. 9_:!%1t2 unCthg&Certifying-To the best of my knowledge,death occurred at the time,date,and place,and due to the cause(,-)..d nruirin-tailed. C3 Medical Examln:rr/C On the basis of examination and/or Investigation,In my opinion,death occurred at the tl-.,data,and place,and due to the 4.uso(s)and manner stated. Signature,Of Carlin - - ­1 ,< Title of certlfler:­�_�, U-st,N.-bo, 4-Z 19b.No-.,Address and Zip Code`pfPo­Qn Completing Cause of Death(item 26) O.,/yr) 10.Reg attar',District Number 111.Registrars 1427� 43.Amendments A COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND Of ICU P 1, LISA M. GRAYSON, ESQ. 0 Register for the Probate of Wills and Granting �� `�✓� Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 12th day of December, Two Thousand and Fourteen, 1750 Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of DOROTHY F KESSLER late of WEST PENNSBORO TOWNSHIP (First,Middle,test) a/k/a DOROTHY FOSTER KESSLER in said county, deceased, to KIMBERLY MDE/HL (First,Middle,Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 12th day of December Two Thousand and Fourteen. File No. 2014- 01169 PA File No. 21- 14- 1169 Date of Death 1111912014 S.S. # 189-18-6482 rr id Reg'�;—te. if Deputy NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL LAST WILL AND TESTAMENT OF DOROTHY F. KESSLER 1, DOROTHY F. KESSLER, of Lower Frankford Tov--,iship, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of-.ry funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: 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 from my residuary estate as a part of the expense of administration of my estate. DISTRIBUTION OF PERSONAL PROPERTY THIRD: I hereby give my antique dresser with three drawers and two small drawers on top of right and left side to my daughter, SONDRA J. MORGAN, DISTRIBUTION OF RESIDUE FOURTH: I give the rest of my estate in equal shares to i-nv two daughters, CAROLYN L. FINKE-NDINDER and SONDRA J. MORGAN, or their issue,per stirpes, who survive me for a period of thirty (30) days. PROTECTION OF BENEFICIARIES (Spendthrift Provision) FIFTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary, 4LAI initials Provided,however, any beneficiary may assign any part or all of the beneficiary's interest in my estate to any one or more of my descendants or to any one or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENI-e-FICIARIES SIXTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person,or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. POWERS OF EXECUTOR SEVENTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind-,to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS EIGHTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's initials health,maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTRIX NINTH: I appoint my granddaughter, KIMBERLY M. DEIHL, executrix of my last will. -If KIMBERLY M. DEIHL is unable or unwilling to qualify as executrix or having qualified is unable or unwilling to act, I then appoint my daughter, SONDRA J. MORGAN, as executrix hereof. WAIVER OF BOND TENTH: I direct that no fiduciary hereunder shall be,required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE ELEVENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TWELFTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this /0 day of M009. Dorothy F. Kegsler Witness, Witness ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, DOROTHY F. KESSLER, the Testatrix in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that 1,the Testatrix, do hereby acknowledge that I signed the instrument as my will,that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and . (b) that we,the witnesses, were present and saw the Testatrix sign and execute the instrument as her will, that she signed it willingly and 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 a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Dorothy F. Kessler Z Witness Witness Notary Public WARM SEAL ROURT R ILM Not Pubk CMUU WRO.,CUMBERLAND COUNTY CM0016n EWMS Sep 20.2013 Cotizens Bank - One Citizens Drive ROP 112 Riverside, RI 02915 January 20, 2015 Law Offices Landis&Black 36 South Hanover Street Carlisle PA 17013 Estate of. DOROTHY F KESSLER Date of Death:Nov 19, 2014 SSN: 189-18-6482 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For Installment Loans or Line of Credit accounts,contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-877-579-2667 Sincerely, ImAb PE�ta� r Kristen L. Petrucci Decedent Account Processing REF#: 676874 MTV Ag Citizens Bank Account Number 6100731359 Account Title DOROTHY F KESSLERJSONDRA MORGAN Date Opened 6/6/1966 Account Type Checking Principal Balance as of DOD $5128.02 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $5128.02 YTD Interest to DOD $ .00 *Sondra Morgan was added as a Joint owner on 05/29/2010. MIFFLINBURG BANK&TRUST CO. 60-968 0 317 ;5�...�..�.�.�...n 250 E.CHESTNUT ST. 313" MIFFI_INBURG,PA 17844 DATE Nov 20, 2014 ACCQU�1�'� # 1�11V1�: 1406 0 01 CHURCH GOD HOME MISS PAY AMOUNT One hundred thousand two hundred eleven and 111100 ***$100, 211 . 11 TO THE DOROTHY F KESSLER ORDER 152 GRAHAMS WOODS ROAD TRUST OFFIC OF CARLISLE, PA 17015 AUTHORIZ I URE 11'0 3 i 7 2 SI" 1:0 3 i 3096861: X0040 L9 30 LII' 1l w M ACCOUNT#/NAME: 51 00 1406 0 01 CHURCH GOD HOME MISS DESCRIPTION: CHECK#: REDEMPTION PER REQUEST FOR DATE: 0031225 Nov 20, 2014 AMOUNT: CERTIFICATE OF INVESTMENT 103$ $100, 211 . 11 PAYEE: DOROTHY F KESSLER 113 Forge Rd., Boiling Springs, PA 17007 M In Account With ROY D. GOTTSHALL,