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Home My WebLink About01-0337 PETITION FOR PROBATE and GRANT OF LETTERS ~l- 0(- ~ ~7 No. To: Estate of ANNA K. KECK also known as ANNA KATHRYNE KECK, a/k/a ANNA KATHRYN KECK Register of Wills for the . Deceased. County of Cumberland in the Social Security No. 187-32-2027 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated May 10 and codicil(s) dated N/A named ,199~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at g40 Wi'll nllr Rnrrnm Rni'lil, ~nllrh Middleton Township. (list street, number and muncipality) Decendent, then 91 years of age died March 9 ~Jl9 2001 , at Carlisle Hospital, Borough of Carlisle, Cumberland County, Pennsylvani~ . 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: no exceptions Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania !V<-p (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 300,000.00 $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c. La.; administration d.b.n.c.La.) ~ ~ '" u <= '" ~3 '" ... iX'" <= "CO C"';::::: ro"';::::: ~'" ~Cl.. '" '- :; 0 ~ <= Ol) en ~6ft 311 Sk__ Mechanicsbur9. PA 17050 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 'I ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well an tr ly m' ist r the tate according to law. I MAR /~- ;{Ab-/3 affirmed and 28TH CI) Qti. :::s l:l - l::: ~ ~ No. 91 - (\)1 - K~'}l Estate of ANNA K. KECK, a/k/a Anna Kathryne Keck, a/k/a Anna Kathryn Keck , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 29 ~ 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated May 10. 1995 described therein be admitted to probate and filed of record as the last will of Anna K. Keck, a/k/a Anna Kathryne Keck, a/k/a Anna Kathryn Keck and Letters Testamentary are hereby granted to John G. Keck FEES $ 270.00 $ h.OO $ $ 15.00 5.00 TOTAL _ $ ?96 00 Filed..... .t:1~RC~. ~.9." .?P.Q1............. Probate, Letters, Etc. ......... Short Certificates( 2) . . . . . . . . . . Renunciation ................ X-PAGES JCP Marlin R. McCaleb (#06353) ATTORNEY (Sup. Ct. 1.0. No.) 219 East Main Street Mechanicsburg. PA 17055 ADDRESS (717) 691-7770 PHONE ;'..;J Martled letters to attorney on 3-30-01 H 105.805 REV 9/86 This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. a.~, 7?~"-'7 - Local R~gistrar -~ -r,' -- p 7178366 t1AR 1 0 2001 Date 4J A... 2/87 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF OECEMNT (F'-IlI_ Middle. l_1 DECEDENT'SUSUAl.~ ~':=:~":.:.'"':::2-=r 11 Homemaker . Domestic DECEDENT'S IoIAIUNG --es--.~. _. Eope-. DECEDENT'I 311 Skyport Road ~~ Mechanicsburg, PA 17055 oo~ Ie. SEX STAlE FIlE NUMeER SOCIAl. SECUA.N NU"'BER DATE OF DEATH IMcnh. 0..,. '.." .. AGE(l.._YI Anna Kathryne UNDER. YEAR UNDER I _ - Doyo -!......... . J. female :a. 187 32 2027 .. March 9, 2001 8IftTM'\ACE lC....... sa.&. Of Fcre.gt' COl.I'\lfvJ PlACiCW DERH~Of'IyfJf"8 - ... ~ onomer tide. HOSPITAL OTHER: P '- t(l E~ 0 D04 0 ::::0 0 ~IO IlL Cumberland Carlisle AACE.____.ooc. ISI>oaIYI .7.._ _sr.crus._ --.-. 0Ml0ad~ . Widowed .7LItI......__1n .e. whit e SURvMNG SPOUSE (II....... QMI tNOIn IWr'Ie) '111. Cumberland Did - ...10. -.....? .e. Hamoden ..... LICENSE _R Utl. FS 012 849 L "'~,:''''pIoco ........ DATE PllONOUNCED DEAD ("'_. Day. _I .. ....,,"'- """ ~. Hillenbrand ___0 PA 17088 .. (t..<!( f ' ....4 ~ I' 'I (......./"" r<... DUE 10 (OR AS A CONSEOUENCE Of): [' (.~ .....Ie. DUE 10 (OR AS A CONSEOUENCE Of): c. DUE 10 (OR AS A CONSEOUENCE Of): d. WERE AUltlPSY,_ WANNER OF DEATH -..au; PAIOR 10 COMPI.ETlON OF CAUSE g 0 OF DE.cTH? ......,.. - -.. 0 """""'v~11on 0 YnO No-0 - 0 Could ncM be determ.,.. 0 K. ,- I inIIItwI........ : or.- ......... I I I ...a PolIITIl: 0Ih0r~_~.._.bu1 naI ~in ...~'*'Motwenin A\AT I. DATE OF INJURY (1otoo".00~_) TIME 0.: lNJURY INJURY III \YORK? DESCRlflE HOW INJURV OCCURRED. ..... 0 NoD -- _. CEIl'l'_'Ch<<a"""'''''' -C8n'WYIlIG PHYSICIAN (Ph'ttOW' cet'1lfylnQ cause ~~..... ""*"' '"""'* phYSlCoan has pronounced dtiilh atIO canpl8C.:J n.-n 2Jl ro........o,...,tnow...... .......occunwd...lo..cauM(.)andm.nner..aIaIed. ........................................... ft. PlACE OF tNJURV . AI home. Ilrm, ...... radory, omc. buiAdIng, Me. tSpec.I'4') _. .... h'll/tpll ( I n. ~p;:;;j' I (JA WPRONOuNclNG AND ClfIIITlf'YINQ PHYSICIAN (PhySQan 00th j.)fOllOUtlCtng oeM and cerWV"'Q 10 cause 01 death) TOthetae.tot"'vknowtedg..deaIhDCC""......tlhellme.cs....andpfac.. .nddueto..caUM(...ndm.nner.....tltd.......................... -_Al EX....INER/CORONER On.... baaia o. ..amlnatlon ancIIor Inve..it.lion. In my opinion, d..th OCCUR_".t UM lime. dl.e. and pile., and due to the CauM(I) Ind .................,............................................................. ..................................... 31~ _ REGISTRAR'S o 1> ~~O / . ,. , ' 021- 01- B37 WILL OF ANNA K. KECK I, ANNA K. KECK, of Wake County, North Carolina, declare this to be my will and revoke all earlier wills and codicils. I am currently not married. I have one (1) child, JOHN G. KECK, living at the date of my execution of this will. ARTICLE I DISPOSITION OF ESTATE A. Gift of Tanoible Personal ProDertv. All my tangible personal property that was not held by me solely for investment purposes, including, but not limited to, my automobiles, household furniture and furnishings, clothing, jewelry, collectibles and personal effects, shall be disposed of as follows: 1. I give all such tangible personal property to my son, JOHN G. KECK, if he survives me. 2. The costs of safeguarding, insuring, packing, storing and delivering my tangible personal property to any beneficiary under this Paragraph shall be paid from my estate as expenses of administration. 3. I may leave a writing which, although not a part of my will, expresses my desires concerning the disposition of my tangible personal property. I request, but do not require, that my wishes as set forth in any such writing be observed. B. Gift of Residuary Estate. My residuary estate, being all my real and personal property, wherever located, not otherwise effectively disposed of, but excluding any property over which I may have a power of appointment, shall be disposed of as follows: 1. I give my residuary estate to my son, JOHN G. KECK, if he survives me. 2. If my son, JOHN G. KECK, does not survive me, I give my entire residuary estate as follows: a. FIFTY PERCENT (50%) of my residuary estate to my daughter-in-law, ANNE KECK, if she survives me, or to the persons and in the shares set forth in subparagraph 2.b of this Paragraph B if she does not survive me. b. FIFTY PERCENT (50%) of my residuary estate to be divided into eight equal shares, as follows: RAL_1\F:\DOCS\HJC\ESTATE\68444_1 - 1 - (i) One such share to my granddaughter, ELIZABETH MARCUCCI, is she survives me. (ii) One such share to my granddaughter, MOLLY ZARBA, if she survives me. (iii) One such share to my granddaughter, SUSAN NADDEO, if she survives me. (iv) One such share to my granddaughter, JENNIFER KECK, if she survives me. (v) One such share to my grandson, JOHN KECK, if he survives me. (vi) One such share to my granddaughter, JUDITH HOGAN, if she survives me. (vii) One such share to my grandson, DAVID KECK, if he survives me. (viii) One such share to my daughter-in-law, PUN KECK, if she survives me. If the gift of a percentage of my residuary estate provided for in this subparagraph 2.b is ineffective because the designated beneficiary or beneficiaries of such percentage are not living or not in existence at the time of my death, such percentage shall be divided among and distributed to those beneficiaries of my residuary estate who are living or in existence at the time of my death in proportion to their relative interests under this subparagraph 2.b. 3. If neither my son nor any of the other persons designated in this Paragraph B survives me, I give my residuary estate to the person or persons who would have been entitled to receive my personal property under the laws providing for the distribution of property in case of intestacy had I died intestate, unmarried and domiciled in North Carolina. ARTICLE II PAYMENT OF DEBTS, EXPENSES AND DEATH TAXES A. PaYment of Debts and Expenses. All my debts, health care expenses, funeral expenses and the administration expenses of my estate shall be paid out of my residuary estate. I authorize my Executor, in the Executor's discretion, to spend more than is otherwise allowed by law for a suitable gravestone and for perpetual care of the lot upon which my grave is located. B. PaYment of Death Taxes. All death taxes shall be paid out of my residuary estate as an administration expense and shall not be charged against or recovered from any recipient or beneficiary of the property taxed, except that my Executor shall RAL_'\F:\OOCS\HJC\ESTATE\68444_' - 2 - recover as provided by law any death tax attributable to property over which I have a power of appointment to the extent that any death tax recoverable by law is not otherwise paid out of such property. ARTICLE III THE FIDUCIARIES A. Appointment of Executor. I appoint my son, JOHN G. KECK, to be my Executor. If he fails or ceases to act for any reason, I appoint my daughter-in-law, ANNE KECK, to be Executor. If it becomes necessary for a representative of my estate to qualify in any jurisdiction other than the state of North Carolina in which my Executor shall be unable or unwilling to qualify as Executor, then my Executor shall have the right to appoint an individual or corporate representative of my estate in such jurisdiction. Any such representative is authorized and requested to appoint my domiciliary Executor as agent to handle the details of the administration of my estate in such other jurisdiction. Any such representative is requested to complete the administration of my estate in such other jurisdiction as soon as possible and to transfer any property received in such administration to my domiciliary Executor. B. Waiver of Bond and Court Supervision. No bond or other security shall be required from any fiduciary. Any fiduciary may act without qualifying before any court or filing with any court any inventory, accounting or other report relating to the administration of my estate or any trust unless otherwise required by law to do so. C. Compensation of Fiduciary. An individual fiduciary may receive that compensation for such fiduciary's services which is allowed by law at the time the services under this will are rendered. A corporate fiduciary may receive compensation for its services in accordance with its published schedule of fees in effect at the time the services under this will are rendered. D. No Reauirement of Successor Fiduciarv to Audit. No successor fiduciary shall be required to review or audit the accounts or transactions or otherwise inquire into any act or omission of any predecessor fiduciary or to assert any claim against any such predecessor or his or her estate and shall not be liable for any acts or omissions of any predecessor fiduciary. E. Powers of Successor Fiduciarv. Any successor fiduciary may exercise any and all of the powers, authority, and discretion conferred upon the original fiduciary as fully and to the same extent as if such successor had originally been named fiduciary. RAL_'\F:\DOCS\HJC\ESTATE\68444_' - 3 - ARTICLE IV ADMINISTRATIVE POWERS OF FIDUCIARIES In the management, care and distribution of my estate or any trust established under this will, I confer upon the fiduciaries, and any successor fiduciary, all of the powers set forth in North Carolina General statutes S32-27, which are hereby incorporated by reference as they exist at the date of my execution of this will. These powers are granted pursuant to General statutes S32- 26 and shall be in addition to, and not in limitation of, the provisions of General statutes S28A-13-3, with respect to my Executor and the provisions of S36A-136 with respect to the Trustees. ARTICLE V EXERCISE OF POWERS BY CO-EXECUTORS Whenever two or more Executors are acting under this will as co-Executors, any Executor shall have the power without court order at any time and from time to time to delegate to the other Executor or Executors any or all of the Executor's powers as co- Executor. The power of delegation shall be exercised by the Executor by delivery to the other Executor or Executors of written notice specifying the powers delegated. Such delegation shall remain effective for the time specified in the notice or until earlier termination by the delegating Executor by delivery to the other Executor or Executors of written notice of termination. The delegating Executor shall not be liable with respect to the exercise or nonexercise of powers delegated during the period of such delegation. ARTICLE VI PRESUMPTION OF SURVIVORSHIP If any beneficiary under this will and I should die under such circumstances that there is uncertainty as to which person predeceased the other, it shall be conclusively presumed for the purposes of this will that such beneficiary predeceased me. ARTICLE VII DEFINITIONS A. "Executor." "Trustee" and "Fiduciary." The term "Executor" or "Executors" includes any personal representative or representatives of my estate acting under this will such as a successor Executor or Executors and any Administrator with the will annexed. It also includes the term "Executrix" whenever the context requires it. The term "Trustee" or "Trustees" includes any Trustee or Trustees acting under a trust to which property passes pursuant to this will, and the term "Fiduciary" or "Fiduciaries" includes both an Executor and a Trustee. RAL_'\F:\DOCS\HJC\ESTATE\68444_' - 4 - B. "Death Taxes." The term "death taxes" means inheritance, estate, supplemental estate, generation-skipping, transfer and succession taxes, and any interest and penalties on these taxes, imposed by reason of my death by any jurisdiction with respect to property passing under or outside of the provisions of this will or any codicil to it which is includible in my estate for the purpose of determining such tax, including, but not limited to, any tax on property includible under section 2041 (relating to powers of appointment), section 2042 (relating to life insurance proceeds), or section 2044 (relating to qualified terminable interest property) of the Internal Revenue Code of 1986, as amended, or any comparable provision of state law, but excluding, however, any tax imposed by section 2032A(c) (relating to qualified real property) or chapter 13 (relating to generation-skipping transfers) of the Code, or any comparable provision of state law, for which my estate is not liable. C. "Child," "Children" and "Descendants." The terms "child" and "children" mean lawful lineal blood descendants in the first degree of the parent designated, and the term "descendants" means lawful lineal blood descendants in any degree of the ancestor designated, but such terms shall include any person adopted prior to the time that person reaches the age of eighteen (18) and the lawful lineal descendants of any such person, whether of the blood or by adoption prior to such age. D. "Per stirpes." Whenever property is to be divided among an individual's then living descendants, "per stirpes," the property shall be divided into as many equal shares as there are children of the individual who are then living or who have died leaving descendants then living. A share allocated to a deceased child of the individual shall be divided further among such deceased child's then living descendants in the same manner. I, ANNA K. KECK, the testatrix, sign my name to this instrument this .I!) day of m~ ' 192:!..; and being first duly sworn,'do hereby declar, to the undersigned authority that I sign and execute this instrument as my last will and that I sign it willingly (or willingly direct another to sign it for me), that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~~J I!. I:ieL ANNA K. KECK RAl_'\F:\DOCS\HJC\ESTATE\68444_' - 5 - . . We, S,/ / 'oj /e<.- C. f&f<.-k / ~ , :::-r~r\;fer :\, ./ mC\'(1-OV"\ and ~~~ V. T~nps Tr. , the witnesses, sign our names to this ins rument, eing first duly sworn, and do hereby declare to the undersigned authority that the testatrix signs and executes this instrument as her last will in our presence and that she signs it willingly (or willingly directs another to sign it for her), and that each of us, at the request of the testatrix, and in the presence and hearing of the testatrix, and in the presence and hearing of each other, hereby signs this last will as witness to the testatrix signing, and to the best of our knowledge the testatrix is eighteen years of age or older, of sound mind, and under no constraint or undue influence. vi ~ ~ ft tlfJv<- ./ (Name) (/7 / d - Jy /Jt~/IJ/Z(#?) tf~Lucl' /j/ ( d l bOy (Residence) ~~^ (;Jmer;1~ r ~~ ff YJmr;.., CaxMUAA- q07(Re~id'eh~ce) . p;;. ~'~/ P 100// ~(/ Wt>>Js Jf,\I~. /!a.k()A ";c..;),7ilC;- (Residence) / v STATE OF NORTH CAROLINA COUNTY OF WAKE Subscribed, sworn to and acknowledged before me by ANNA K. KECK, the testatrix, and subscribed and sworn to before me by -S':2~_t\)1 '" G-, \\cK.r:..s , ~).V"\n\"Jl("'::;. ffi~A<JT) and _~3..~L\). "?':"'p'-H ,:\r' , witnesses, this \~ \"- day of _ f\,....v. '_ , 1995. \ ( SSA,i.) SIGNED ~~, ('{\,-7 Notary ub lC My Commission Expires: U-""-~1-- RAL_'\F:\DOCS\HJC\ESTATE\68444_' - 6 - 21 - 01 - 337 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing wi~ss to the will presented herewith, (each) be" law, depose(s) and say(s) t11M the testat , sign the same an reqUest of testat_ in h other subscribing witness(es)). ouly qualified according to present and saw signed as a witness at the In the presence of each other) (in the presence of the Sworn to or affirmed and sub me this (Name) Register (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS JOHN G. KECK and ANNE B. KECK (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that we are familiar with the signature of Anna K. Keck ClOdiatiX will testat~ of (OIIZxJOfxtlbec~xoriIXRgx~S5J:s:xk)) the that each of us presented herewith and xlllCdill!ii believes the signature on the will is in the handwriting of Anna K. Keck to the best of our knowledge and belief. PA 17050 PA 17050 (Address) LAW OFFICES MARLIN R. McCALEB ~ --- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Anna K. Keck, a/k/a/ Anna Kathryne Keck, a/k/a Anna Kathryn Keck Date of Death: March 9, 2001 Will No. 21-01-0B37 To the Register: I certify that notice of beneficial interest and 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 April 2, 2001. Name Address John G. Keck 311 Skyport Road Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: April 2, 2001 ~p~ Marlin R. McCaleb Attorney I.D. No. 06353 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 (717) 691-7770 FAX: (717) 691-7772 ("----.1 Administrator r I ) I I I I I I I I I I J I I I I I I I I I I I I I I I J I J I I I , I I I I I I 1 I J 1 I I ......i it II: r- .... CD CD en ~ ~ o z s ~ cc:! -", ~w >Q ..Jz >cc "'w Zo Zz wc a.t: a: w % i; 4( z 4( ~ en > w ~w~ 5i Z:::>1- 9 wz.... III U! ~ ii~~~ Ol-=~al ~~is:! o~i~~ I- a. - w (.) w a:: ...I c( - (.) - LL. LL. o 1 1 I' Lu a: w :J: 9 l2 .- 0 8 0 . . ~ 0 0 Z 0 0 :::> 0 0 0 .. ... ::E .-t .-t <: .... - .. .. ... o .... o ;( a. ~ z :::> o ::E <: ..J ~ o ~ ~ Z..Ja: Wo Z::Ea:w ()CI)~cc <:CI)z::E wo:::> ~()z <: :I o a: II. Q w > iii (.) w a: L ~ l' OJ 0 OJ I = t ~ l' CD a: .... ~ z m OJ r-- l' ~ :Z PJ ~~ 0 p) ~ ... 8 0 .... ~ 0 0 z 0 i!) t 0 0 <t 0 ::E ... !zZ tU 0 IE N ~ a: 0 w<t 1-..... ..... ..... 0 0 0 ~.... wo W 0-' u. a:(U w~ ::!:N !;(o m ~o z lil.!. frlu >, 0, ~ U5..... w OUJ 0:10 ~o of'\') CI) ~OJ ~~ II.. ~u ~ ~ 4( II.. a: 0 ::!: 0 Z w w tn Z w <: w ::!: ~ :::> !;( ::E .... 4( 0 0 W W u: Z ll. 0 0 a: ~_~:._..,,~;~.....~ "k J 0:: .w .... 0) >> ..... ccO: I:!) o <t LtJ W E: 0:: > iii () W a: I.IJ 0:: .... :l a CD tal m tal J <t U U E Z(I') ....l' J.-t a: <t* E~ u ~~ UU ..J <: W CI) REV-1500EX (!l-OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 REV-1500 ;(-JJt: -/3 6F'ICIAL USE ONlY Cst-- INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 l-~l COUNTY CODE YEAR ...Q.....Q..-.l-.l--2 NUMBER I- Z W C W () W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Keck Anna K. 2027 SOCIAL SECURITY NUMBER 187 _ 32 DATE OF DEATH (MM-DD-YEAR) 03/09/2001 DATE OF BIRTH (MM-DD-YEAR) 12/13/1909 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ,.., "'~"' u"'''' w"u ",00 u"'~ .." .. " [lg 1. Original Return o 4. Limited Estate 09 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A} (Attacli Sd1 0) o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attacli copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ,.., Z W Q Z o .. "' w '" '" o u NAME Marlin R. McCaleb FIRM NAME ('fAr'icab,e) Law Of ices-Marlin TELEPHONE NUMBER 717/691-7770 R. McCaleb COMPLETE MAILING ADDRESS 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) OFFICIAL USE ONLY (1) (2) (3) (4) (S) None 389,384.55 z o ~ ~ l- ii: <( () w tt: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles 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 & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 393,817.25 None None 3,260.96 (6) 1,171. 74 (7) None 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) (8) 9,122.94 28,659.66 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) (12) (13) 37,782.60 356,034.65 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Govemmental BequestsfSec 9113 Trusts for which an election to tax has not been made {Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 356,034.65 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;t I-' ~ Il.. ::E o () ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a){1.2) x.o~ (15) 0.00 x .0 45 (16) 16,021. 56 x .12 (17) 0.00 x .15 (18) 0.00 (19) 16,021. 56 16. Amount of Line 141axable at lineal rate 356,034.65 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 141axable at collateral rate 19 Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.~ Decedent's Complete Address: Keck Anna K. STREET ADDRESS 940 Walnut Bottom Road CITY I STATE I liP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page lUne 19) 2. CreditslPayments A. Spousal Poverty Credil B. Prior Payments C. Oiscounl (1) 16,021. 56 0.00 14,000.00 736.84 3. InleresVPenalty If applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 14,736.84 TotallnteresVPenalty ( D + E ) (3) 4. If Une 21s greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page tUne 20 to request a refund (4) 0.00 0.00 5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,284.72 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 1,284.72 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. relain the use or Income of the property transferred;... ...................... ....................... .................. .................... 0 []] b. retain the right to designate who shall use the property transferred or its income;. ................ ................... ..... 0 rn c. retain a reversionary interest; or.............. ................... ........................................ ....................... ...................... 0 rn d. receive the promise for life of either payments, benefits or care? ....... .................... ......................................... 0 rn 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ................... ................ ........................... 0 rn 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ...... 0 0 4. Did decedent own an Individual Retirement Account, annuity, Of other non-probate property which contains a beneficiary designation? ...................... ................... ................... ................... .................... ................ 0 [XI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under pel'lallies of perjury, r declare that f have examined this return, including accompanying schedules and statements, and to the best 01 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 pre parer has any knowledge. John G. Keck 311 Skyport Road Mechanicsburg. PA 17050 "7 0/ Law Offices Marlin R. McCaleb 119 East Main Street Mechanicsburg, PA 17055 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. ~9116 lal (1.11 (i)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. ~9116 (a) (1.1) lillI. The statute does not exemot a Iransfer 10 a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. g9116(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.S. ~9116(1.21 [72 P.S. g9116(a)(I)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin9s is 12% [72 P.S. ~9116(a)(1.3)i. A sibling is defined, under Section 9102. as an individual who has at Jeast one parent in common with the decedent, whether by blood or adoption. .~~-. WILL OF ANNA K. KECK I, ANNA K. KECK, of Wake County, North Carolina, declare this to be my will and revoke all earlier wills and codicils. I am currently not married. I have one (1) child, JOHN G. KECK, living at the date of my execution of this will. ARTICLE I DISPOSITION OF ESTATE A. Gift of Tanqible Personal Prooertv. All my tangible personal property that was not held by me solely for investment purposes, including, but not limited to, my automobiles, household furniture and furnishings, clothing, jewelry, collectibles and personal effects, shall be disposed of as follows: 1. I give all such tangible personal property to my son, JOHN G. KECK, if he survives me. 2. The costs of safeguarding, insuring, packing, storing and delivering my tangible personal property to any beneficiary under this Paragraph shall be paid from my estate as expenses of administration. 3. I may leave a writing which, although not a part of my will, expresses my desires concerning the disposition of my tangible personal property. I request, but do not require, that my wishes as set forth in any such writing be observed. B. Gift of Residuarv Estate. My residuary estate, being all my real and personal property, wherever located, not otherwise effectively disposed of, but excluding any property over which I may have a power of appointment, shall be disposed of as follows: 1. I give my residuary estate to my son, JOHN G. KECK, if he survives me. 2. If my son, JOHN G. KECK, does not survive me, I give my entire residuary estate as follows: a. FIFTY PERCENT (50%) of my residuary estate to my daughter-in-law, ANNE KECK, if she survives me, or to the persons and in the shares set forth in subparagraph 2.b of this Paragraph B if she does not survive me. b. FIFTY PERCENT (50%) of my residuary estate to be divided into eight equal shares, as follows: RAL_'\f:\DOCS\HJC\ESTATE\68444_' - 1 - (i) ELIZABETH MARCUCCI, One such share to my granddaughter, is she survives me. (ii) One such share to my granddaughter, MOLLY ZARBA, if she survives me. (iii) One such share to my granddaughter, SUSAN NADDEO, if she survives me. (iv) One such share to my granddaughter, JENNIFER KECK, if she survives me. (v) One such share to my grandson, JOHN KECK, if he survives me. (vi) One such share to my granddaughter, JUDITH HOGAN, if she survives me. (vii) One such share to my grandson, DAVID KECK, if he survives me. (viii) One such share to my daughter-in-law, PUN KECK, if she survives me. If the gift of a percentage of my residuary estate provided for in this subparagraph 2.b is ineffective because the designated beneficiary or beneficiaries of such percentage are not living or not in existence at the time of my death, such percentage shall be divided among and distributed to those beneficiaries of my residuary estate who are living or in existence at the time of my death in proportion to their relative interests under this subparagraph 2.b. 3. If neither my son nor any of the other persons designated in this Paragraph B survives me, I give my residuary estate to the person or persons who would have been entitled to receive my personal property under the laws providing for the distribution of property in case of intestacy had I died intestate, unmarried and domiciled in North Carolina. ARTICLE II PAYMENT OF DEBTS, EXPENSES AND DEATH TAXES A. Payment of Debts and Expenses. All my debts, health care expenses, funeral expenses and the administration expenses of my estate shall be paid out of my residuary estate. I authorize my Executor, in the Executor's discretion, to spend more than is otherwise allowed by law for a suitable gravestone and for perpetual care of the lot upon which my grave is located. B. Payment of Death Taxes. All death taxes shall be paid out of my residuary estate as an administration expense and shall not be charged against or recovered from any recipient or beneficiary of the property taxed, except that my Executor shall RAL_1\F:\DOCS\HJC\ESTATE\68444_' - 2 - recover as provided by law any death tax attributable to property over which I have a power of appointment to the extent that any death tax recoverable by law is not otherwise paid out of such property. ARTICLE III THE FIDUCIARIES A. APpointment of Executor. I appoint my son, JOHN G. KECK, to be my Executor. If he fails or ceases to act for any reason, I appoint my daughter-in-law, ANNE KECK, to be Executor. If it becomes necessary for a representative of my estate to qualify in any jurisdiction other than the state of North Carolina in which my Executor shall be unable or unwilling to qualify as Executor, then my Executor shall have the right to appoint an individual or corporate representative of my estate in such jurisdiction. Any such representative is authorized and requested to appoint my domiciliary Executor as agent to handle the details of the administration of my estate in such other jurisdiction. Any such representative is requested to complete the administration of my estate in such other jurisdiction as soon as possible and to transfer any property received in such administration to my domiciliary Executor. B. Waiver of Bond and Court Supervision. No bond or other security shall be required from any fiduciary. Any fiduciary may act without qualifying before any court or filing with any court any inventory, accounting or other report relating to the administration of my estate or any trust unless otherwise required by law to do so. c. compensation of Fiduciary. An individual fiduciary may receive that compensation for such fiduciary's services which is allowed by law at the time the services under this will are rendered. A corporate fiduciary may receive compensation for its services in accordance with its published schedule of fees in effect at the time the services under this will are rendered. D. No Requirement of Successor Fiduciarv to Audit. No successor fiduciary shall be required to review or audit the accounts or transactions or otherwise inquire into any act or omission of any predecessor fiduciary or to assert any claim against any such predecessor or his or her estate and shall not be liable for any acts or omissions of any predecessor fiduciary. E. Powers of Successor Fiduciarv. Any successor fiduciary may exercise any and all of the powers, authority, and discretion conferred upon the original fiduciary as fully and to the same extent as if such successor had originally been named fiduciary. RAL_'\F:\DOCS\HJC\ESTATE\68444_' - 3 - ARTICLE IV ADMINISTRATIVE POWERS OF FIDUCIARIES In the management, care and distribution of my estate or any trust established under this will, I confer upon the fiduciaries, and any successor fiduciary, all of the powers set forth in North Carolina General statutes 532-27, which are hereby incorporated by reference as they exist at the date of my execution of this will. These powers are granted pursuant to General statutes 532- 26 and shall be in addition to, and not in limitation of, the provisions of General statutes 528A-13-3, with respect to my Executor and the provisions of 536A-136 with respect to the Trustees. ARTICLE V EXERCISE OF POWERS BY CO-EXECUTORS Whenever two or more Executors are acting under this will as co-Executors, any Executor shall have the power without court order at any time and from time to time to delegate to the other Executor or Executors any or all of the Executor's powers as co- Executor. The power of delegation shall be exercised by the Executor by delivery to the other Executor or Executors of written notice specifying the powers delegated. Such delegation shall remain effective for the time specified in the notice or until earlier termination by the delegating Executor by delivery to the other Executor or Executors of written notice of termination. The delegating Executor shall not be liable with respect to the exercise or nonexercise of powers delegated during the period of such delegation. ARTICLE VI PRESUMPTION OF SURVIVORSHIP If any beneficiary under this will and I should die under such circumstances that there is uncertainty as to which person predeceased the other, it shall be conclusively presumed for the purposes of this will that such beneficiary predeceased me. ARTICLE VII DEFINITIONS A. "Executor." "Trustee" and "Fiduciarv." The term "Executor" or "Executors" includes any personal representative or representatives of my estate acting under this will such as a successor Executor or Executors and any Administrator with the will annexed. It also includes the term "Executrix" whenever the context requires it. The term "Trustee" or "Trustees" includes any Trustee or Trustees acting under a trust to which property passes pursuant to this will, and the term "Fiduciary" or "Fiduciaries" includes both an Executor and a Trustee. RAL_'\F:\DOCS\HJC\ESTATE\68444_' - 4 - B. "Death Taxes." The term "death taxes" means inheritance, estate, supplemental estate, generation-skipping, transfer and succession taxes, and any interest and penalties on these taxes, imposed by reason of my death by any jurisdiction with respect to property passing under or outside of the provisions of this will or any codicil to it which is includible in my estate for the purpose of determining such tax, including, but not limited to, any tax on property includible under section 2041 (relating to powers of appointment), section 2042 (relating to life insurance proceeds), or section 2044 (relating to qualified terminable interest property) of the Internal Revenue Code of 1986, as amended, or any comparable provision of state law, but excluding, however, any tax imposed by section 2032A(c} (relating to qualified real property) or chapter 13 (relating to generation-skipping transfers) of the Code, or any comparable provision of state law, for which my estate is not liable. C. "Child." "Children" and "Descendants." The terms "child" and "children" mean lawful lineal blood descendants in the first degree of the parent designated, and the term "descendants" means lawful lineal blood descendants in any degree of the ancestor designated, but such terms shall include any person adopted prior to the time that person reaches the age of eighteen (18) and the lawful lineal descendants of any such person, whether of the blood or by adoption prior to such age. D. "Per st'irpes." Whenever property is to be divided among an individual'S then living descendants, "per stirpes," the property shall be divided into as many equal shares as there are children of the individual who are then living or who have died leaving descendants then living. A share allocated to a deceased child of the individual shall be divided further among such deceased child's then living descendants in the same manner. I, ANNA K. KECK, the testatrix, sign my name to this instrument this ) () day of m(!f- , 19E;' and being first duly sworn,'do hereby declar to the undersigned authority that I sign and execute this instrument as my last will and that I sign it willingly (or willingly direct another to sign it for me), that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~h K. teeL ANNA K. KECK RAL_'\F:\DDCS\HJC\ESTATE\68444_' - 5 - -- j' , ;'7 P i We :'::'V II iC,- \J-' (I -('11'<1: I r>;' , - - , -^ ~ I r{1 -\-- d ~ J.. ~ - \. JpHir.,Te~.r , , (','( DV'\ an'.., f\.s;~'1 11.', J F1 ynpt'" \J r. I the witnesses, sign our names to this ins'rument, ~eingJfirst duly sworn, and do hereby declare to the undersigned authority that the testatrix signs and executes this instrument as her last will in our presence and that she signs it willingly (or willingly directs another to sign it for her), and that each of us, at the request of the testatrix, and in the presence and hearing of the testatrix, and in the presence and hearing of each other, hereby signs this last will as witness to the testatrix signing, and to the best of our knowledge the testatrix is eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~ /;/1- . / /1/ ' ,,"/fLu "'_ . :J;A-"fL1~~ ,/ "V (Name) (/71.) - /9 /?1.-,:(/~/thf4';7 ttLzul/IY {' .,;' J& ()(,'J 1 /1 . (Residence) v 9 1 ~~;d.l ^ ~ Jf/ d7JL;r: U ( me) I ('/2X!7;!erOlff 17m;), ervNJ;Y\if}\,. (Residence) /7~' ~;- w fu,jJ) '. t7 ( . ,P e) ;/ 10 ill L{o,<'!-ct-0q L4/e;"ft! ~ jJr.,vf (Residence) / ~Cl~ JVc ~7t!1) ./ / STATE OF NORTH CAROLINA COUNTY OF WAKE Subscribed, sworn to and acknowledged before me by ANNA K. KECK, the testatrix, and subscribed and sworn to before me by ---.341\..\,(:" (~, \\,'f"~'~S . , '--\_'q"0-'';~i~' fl\~A<J'r, and _~:c~~". \o'}"''':\' ' , witnesses, this \c:, " day of "'-ow, 1995. \ (SSI\.;:,) SIGNED Sl",,)~, mv...... -} Notary'PubIlc Ny Commission Expires: \\-'1-"1'1- RAL_'\F:\DDCS\HJC\ESTATE\68444_, - 6 - RfY.1503 EX + (1-97) '* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-01-00337 ESTATE OF Anna K. Keck SS# 187-32-2027 03/09/2001 1\11 property jointly-owne<l with rigllt ol.u",ivo"hip must be distlosed on Schedule F. ITEM NUMBER t UNIT VALUE DESCRIPTION 5,010 shares Merck & Co., Common stock, NYSE, CUSIP Lynch Acct. #778-15T83). Inc., CUSIP #589331107 - 75.675 #589331107 (part of Merrill VALUE AT DATE OF DEATH 379,131. 75 10,252.80 2. 356 shares Merrill Lynch Balance Capital Fund, CUSIP 28.80 #590192209 - mutual fund, NYSE, CUSIP #590192209 (part of Merrill Lynch Acct. #778-15T83}; TOTAL (Also enter on line 2. Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 389,384.55 APP-18-2001 08:23 ~~ 0\2 ~ ~... t':'; 00"'_ I- .. S!! x~i'" 3=',,'5 ~.....o'" ".......... "" Q '" ~ 'ti Q.I ~ .. ,,~'e <1;<(0,,- MERR I LL LYNCH ASSC. S 1 '3 82'320'35 P . 02./02 I.l)QOr.t> ""'coo'.t') ~Nuia) M",~'" ..,j 'r: f'II!.""~ ~ ~~~~~ o VI- '4It .... 5 ~ e ., " '(ii " o <.> .r; ~ -' ",00 ...:<;168 "~'XIr ~"'N ... ~ -' ~ o ... " ~ ~ !" => 8 "' ~ 1] e l! '" " "" '5 " .g " ~ ~i~ ~"''''~ 0"'''' -' CC2 !ll&'lo %~~~ Cl....'" :r ,.' .. j ! " ~ E $a " <Ii :> e .!!1 ,2 Qi'tS .&> IV .. '" ~ @ J: _ " .- '?i! io ~'E 58 o i!? ~~ e~ - Q " .. ~-5 Jll .. .0.0 o 0 gj',;; ~o: e Cll ,9 E ai!! e " .1li $:>. .S 1: !~ 0"'''' >-_lb.... 1-5\"'.... 1= ~ z <( :;) o Hi ~....."" :;)o!il Z;:N 11."'''' -"'~ "'0>0 :;)a>", <.l~i " ~ ci. z .. Q U e;; ~ 8 0: 16 l6 <.l . \\I iO ",l:!al~ w- - 00'5] u e .. ~ ~o ~ R ,it u 'C C'J - ~ ~ .. ., .. :E::t::; TOTAL P.02 RPR-18-2001 08:28 ~1ERR III lYNCH RSSC. 919 8252096 P.01/02 ~ .rrlll Lynch Me".ill Lynch ISO Fayetteville Streer Mall Suite 2000 Raleigh, NC 17601.2919 919.829-2000 GROVE GROVE DUNN & GROUP FAX COVER Date: 4/17/2001 Number of pages including cover sheet: 2 MERRILL NON-MERRILL x To: &r. Marli~ McCaleb From: Susan Huggins Phone: 717-691-7770 Phone: 919-829-2065 Fax: 717-691-7772 Fax: 919-829-1096 REMARKS: MI. &cCaleb: Per your request, please find attached the date of death evaluation for Mr.. Anna Keek's account. I've sent a copy of this along with the documenrs we need to John Keck today. Per your instructions. we'll be makin& an immediate distribution from her account to John's account. Pl~~se c.ll me with anv ou~stions. Thank you! Susan CONFl>>ENTlALlTY NOTE: THIS FACSIMILE CONTAINS PRIVILEGED AND CONFIDENTIAL INFORMATION INTENDED ONLY FOR THE USE OF THI> INDIVIDUAL OR EN'IlTY NAMES ABOVE. IF THE READER OF THIS FACSIMILE IS NOT THE INTENDED RECIPIENT, YOU ARE BEREBY NOTIFIED THAY ANY RETENTION, DISSEMINATION OR COPYING OF THIS FASCIMILE IS STRICTLY PROHmUED. IF YOU HAVE RECEIVED mlS FASClMlLlt IN ERROR, PLEASE JMMEDlA TEL Y NOTIFY US BY TELEPHONE AND RETURN THE QRIGINAL FACSlMILE TO US AT THE ABOVE ADDRESS VIA THE UNITED STATES POSTAL SERVICE. The i.forlflafion I(t forth. heAin WIS oblai"ed by *our~e. which we btliC\'....U.blel but \'f'e do not CU1u'.ntet its accut'~~ Nek"'r the informaCion rt9r any o~irUon tJ.prts&~d, tonditut" a ,oUth"lion It)' u, or tht p.Kh'SI~ or sale of aay .eeuricles Or commoditi... Printed in USA. REV-1506 EX", (2_871 '*' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWEA.LTH OF PENNSYlVA.NIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Anna K. Keck SS# 187-32-2027 03/09/2001 Please Print or Type FILE NUMBER 21-01-00337 (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 455.00 Decedent's personal belongings - recliner chair (200.00); wheel chair (135.00); telephone (25.00); picture (10.00); gold watch and wedding band (85.00). 2. Hillside Cemetery, Roslyn, PA - Lot 641, Fairview Section (2 spaces)r burial spaces which decedent inherited from her ta 1;!ieE. Au:rb....d. 2,800.00 ~i'- 3. Sprint - refund of telephone payment. 5.96 TOTAL (Also enter on line 5, Recopitulotion) S 3,260.96 (Attach additional 8Y~N X 11" sheefs jf mare space is needed.) REV.1509EX.(1-971 '* SCHEDULE F JOINTL Y.OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Anna K. Keck SS# 187-32-2027 03/09/2001 FILE NUMBER 21-01-00337 If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. John G. Keck 311 Skyport Road Mechanicsburg, PA 17050 Son B. c. JOINTLY-OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution CWld bank account number or similar identifying number. Allach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed fur joili\ly-he\d realesta\e. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 8/5/97 Waypoint Bank - Checking Acct. 2,342.51 50.00 1,171.26 #90864987, opened 08/05/1997 in joint names of decedent and John G. Keck, principal balance as of 0.0.0. : 2. A 8/5/97 Waypoint Bank - Checking Acct. 0.95 50.00 0.48 #90864987, opened 08/05/1997 in joint names of decedent and John G. Keck, interest accrued to 0.0.0.: . TOTAL (Also enter on line 6, Recapitulation) $ 1,171. 74 (If more space is needed, insert additional sheets of the same size) t"/WaYRQlnt LOOK FOR U5. WE'LL GET YOU THERE. MARLIN MCCALEB 219 E MAIN ST MECHANICSBURG PA 17055 The information which you requested on the ANNA KECK DECEASED (Social Security Number 187-32,2027) is as follows. Account Number(s) 90864987 Class of Account CHECKING Date Opened 080597 Principal Balance 2342.51 Accrued Interest .95 Balance at Date of Death 2343.46 Account Ownership JIO Name of Joint Owner, if any JOHN G KECK Date Ownership Was Established 080597 Additional Information Requested ~erelY' Kath^~Yt~ Senior Services Rep. P.O. Box 1711. HARRISBURG. PENNSYlVANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646) . www.waypointbank.com 1Ev''''''''.I,.n. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DEe DENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Anna K. Keck SS# 187-32-2027 03/09/2001 FILE NUMBER 21-01-00337 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Catholic Diocese of Harrisburg - opening grave. 350.00 2. Catholic Diocese of Harrisburg - gravemarket. 1,125.00 3. Innovative Graphics - obituary notice. 24.25 4. Parthemore Funeral Horne and Cremation Services, Inc. - funeral 2,969.00 and cremation. B. ADMINISTRATIVE COSTS: 0.00 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Numbe~s) I EIN Numbero! Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. AUomey Fees Law Offices-Marlin R. McCaleb 3,750.00 3. Family Exemption: (If decedenfs address is not the same as cJaimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 331. 00 5. Accountanfs Fees 6. Tax Return Preparers Fees 7. Other Administrative Costs 1 Cumberland Law Journal - advertising Letters. 75.00 2 Doylestown Intelligencer-Record - advertising cemetery burial 45.45 spaces for sale. 3 Grave Solutions - evaluation of cemetery burial spaces. 79.00 4 Register of Wills - filing Inventory and Appraisement. 25.00 5 Register of Wills - Reserve for filing Account, Releases, etc. 250.00 6 The Patriot-News Co. - advertising Letters. 99.24 TOTAL (Also enter on line 9. Recapitulation) $ 9,122.94 (If more space is needed, insert additional sheets of the same size) ""'.,""".".,,'. COMMONWEALTH OF PENNSYLVANIA INHERITANCe. TAX RETURN RESIDENT DE EDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-01-00337 ESTATE OF Anna K. Keck SS# 187-32-2027 03/09/2001 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Carlisle Imaging Associates - medical expense, account payable. 2. Hal S. Fineburg, M.D. - medical expense, account payable. 3. Hal S. Fineburg, M.D. - medical expense, account payable. 4. HeR Manorcare - nursing home expense, account payable. 5. Merrill Lynch - margin debit balance for cash advances, secured by Merrill Lynch Acct. #778-15T83, account payable. 6. NeighborCare Pharmacy - medical expense, account payable. 7. NeighborCare Pharmacy - medical expense, account payable. 8. RWC Corporation - medical expense, account payable. 9. Sprint - telephone, account payable. AMOUNT 9.57 6.42 105.57 1,626.50 26,715.29 '106.11 39.29 30.30 20.61 . TOTAL (Also enter on line 10, Recapitulation) $ (If more space Is needed, insert additional sheets of the same size) 28,659.66 REV_1513EX+(1_97} '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Anna K. Keck SSi 187-32-2027 03/09/2001 FILE NUMBER 21-01-00337 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. John G. Keck Son Entire Estate 311 Skyport Road Mechanicsburg, FA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART n . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of ANNA K. KECK No. 21-01-oD37 also known as ANNA KATHRYN KECK Date of Death March 9,2001 . , Deceased Social Security No. JOHN G. KECK Personal Representative(s) of the above Estate, deceased, verifies (verify) that the terms appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. 1.0. No.: 06353 Personal Repr~e,ative Signature: ~L Signature: Name of Attorney: Marlin R. McCaleb, Esquire Address: 219 East Main Street Address: 311 Skyport Road Mechanicsburq, FA 17055 Mechanicsburg, PA 17055 Telephone: 717/691-7770 Dated: (717) 697-7205 7 / ;3110 I . Telephone: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total $ 392,645.51 Note: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. '" TOTAL RECEIPTS OF PRINCIPAL.......... ..... 392,645.51 -2- INVENTORY Estate of: Anna K. Keck Date of Death: 03/09/2001 County: Cumberland PERSONAL PROPERTY: .,Ur1L Decedent's personal belongings - recliner chair (200.00); wheel chair (135.00); telephone (25.00); picture (10.00); gold watch and wedding band (85.00). Hillside Cemetery, Roslyn, PA - Lot 641, Fairview Section (2 spaces), burial spaces which decedent inherited from her father. h v.sbwieL Sprint - refund of telephone payment. 455.00 2,800.00 5.96 3,260.96 STOCKS/LISTED: 5,010.00 shares Merck & Co., Inc. - Common stock, NYSE, CUSIP #589331107 (part of Merrill Lynch Acct. #778-15T83). 356.00 shares Merrill Lynch Balance Capital Fund - mutual fund, NYSE, CUSIP #590192209 (part of Merrill Lynch Acct. #778-115T83) 379,131.75 10,252.80 389,384.55 -1- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MARLIN R MC CALEB POBOX 230 219 E MAIN STREET MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 187-32-2027 FILE NUMBER: 21-2001- 0337 DECEDENT NAME: KECK ANNA K DATE OF PAYMENT: 08/10/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/09/2001 NO. CD 000137 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,284.72 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JOHN G KECK C/O MARLIN R MCCALEB ESQUIRE CHECK# 374 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $1,284.72 MARY C. LEWIS REGISTER OF WILLS ./ /6- c2cao - ;Z3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARLIN R MCCALEB M R MCCALEB LAW OFFICES PO BOX 230 MECHANICSBURG PA 17055t~102 DATE ESTATE OF DATE OF DEATH FILE NUMBER . COUNTY ACN 09-24-2001 KECK 03-09-2001 21 01-0337 CUMBERLAND 101 '* REY-1547 EX AFP lit-DOl ANNA K Allount Rellitted 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=is4-j-EX-AFP--ci'2:o0Y-NOTicE--OF-YNHERifANCE-TAX-;fpPRjrisEiiiNT~--ALrowAi"-cE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KECK ANNA K FILE NO. 21 01-0337 ACN 101 DATE 09-24-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) .00 389,384.55 .00 .00 3,260.96 1 ,171 .74 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 9,122.94 28,659.66 (11) (12) (3) (4) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 393,817.25 37.78? 60 356,034.65 .00 356,034.65 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 356,034.65 X 045 = 16,021. 56 .00 X 12 = .00 .00 X 15 = .00 (9)= 16,021. 56 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-21-2001 AA496617 736.84 14,000.00 08-10-2001 CDOOO137 .00 1,284.72 TOTAL TAX CREDIT 16,021. 56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: A~~c. K l<&zk Date of Death: ~ "! .2,dd/ Will No.: ~/- 0/- 0377 G;K .. Admin. No.: 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 ~ No 0 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 ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No ~ c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep~ , k ~ _ Date: RI. ~~ 2~ /?,~ ~ Signature ~4;: Alc&~ Name ;//9 e ~:5/~ ~4r~c0~ ~ ~ /7t:Jsr Address ~ (7'7) ~?I"- 7770 Telephone No. Capacity: 0 Personal Representative fir Counsel for personal representative ., Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/07/2003 JOHN G KECK 311 SKYPORT RD MECHANICSBURG, PA 17050 RE: Estate of KECK ANNA K File Number: 2001-00337 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/09/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: .j File Counsel Judge