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Home My WebLink About01-0544 Estate of Lolita K. Kessler late of Southampton Township Cumberland County, Pennsylvania, Deceased Social Security No. 192-14-5930 PETITION FOR PROBATE and GRANT OF LETTERS No. 21-01- 54-4- To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and one of the co-executors named in the last will of the above decedent, dated March 25,1977. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 3 High Road, Shippensburg, Pennsylvania 17257. .~ ~ Decedent, then 94 years of age, died May 21, 2001, at 3 High Road, Shippensburg, Pennsylvania 17257. 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 ofa killing and was never adjudicated an incapacitated person: None Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (Ifnot domiciled in Pa.) Personal property in PA (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: None $ 5.000.00 $ $ $ 0.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant ofletters testamentary thereon. Signature and Residence of Petitioner ~/' f----L Edward F. Kessler 42 Tunbridge Lane Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best ofthe knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate according to law. ~/~--- Edward F. Kessler llo-d?:>~-lo Estate of Lolita K. Kessler, Deceased No.21-01- 544 DECREE OF PROBATE AND GRANT OF LETTERS AND NOW J U N E 8, , 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated March 25, 1977, described therein be admitted to probate and filed of record as the last will of Lolita K. Kessler; Letters Testamentary are hereby granted. t Edward F. Kesrr . ;v..' 0 ~ t.Jib Register of Wills MARY CLEWIS FEES Probate, Letters, Etc. . . .$ Short Certificate( s) .( 2.). $ Renunciation . . . . ( ] ). $ JCP TOTAL Filed. . . . . . JV~~.~, 2001 25.00 6.00 5.00 5.00 $ $ 41.00 Called attorney on 6-8-01 Wayne F. Shade, Esquire 15712 ATTORNEY (Sup. Ct. I.D. No.) 53 West Pomfret Street Carlisle, Pennsylvania 17013 ADDRESS 717-243-0220 PHONE ~. 'I' ",~ '.', - This is to certifY that the information here given is correctly copied fro~ an original certificate of death dul~ tiled with me as I oed 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. No. ----:;j~N;;,.......~"" 111,(o"~,,,\.i" OF PEi:---<.. III=~~'J"~",,- * ~ ' ~- I~ .~~~\ l:te/ -, ~_ 1~~ ~~\,ff~' !~~ .... \-, ',,,/... ~*~/*~ \a' ---'-~--- //~l .. ~""' /~'" I' ." 1f..c~ /~"t-vII --"'--,"'l'MENT\\\~ ""I' """'''''",nINJlI111J,,11 ~~. ~eu..&.~~~ Local Registrar Fee for rhis certificate, $2.00 P 7402010 MAY 2 3 2001 Dare H105,l.3Aev 2/81 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF IIEALTH . VITAL RECORDS CERTIFICATE OF DEATH 'NT DECEDENT'S USUAL OC:CUP,tJION l~f'::;~...-:;,:o,,=~~:r 11.. Homemaker lib. Own Home DECEDENT'S MAtLINQ ADORESS (SlIM!:, C~/Town. St.te.loCoo.l DECEDENT'S 3 High Road ~~~~~LNCE Shippensburg, PA 17257 :;,~;:';::;~';"'" ~uthampton Twp. KIND OF eUSlNESS/INOUSTRY SEX ,. Female srATEFlllE:'itlM8ER SOCIAL SECURITY t,UIlABER ENT .K NAME OF DECEDENT (h,S! Mod<hI, liUl. xl 3 High Rd., WASDECEDEt" EVEA IN us. AA""ED FORCES? .... D No 129 >. 192 14 - 5930 21, 2001 1. Lolita AGE (l as! B.,tndayJ 94 v.. Kough Kessler UNDER 1 YEAR UNOEA 1 DAY ....... D.,. ......! ....... IIRTHPLACEIC".""oCl PLACE OFDEATHICt>~Cilonlyf)Olf _ ...eeln.'lIl:hc.JI~nnocher ~I Stille Of f C1e.gn COJr,uyl HOSPITAL Oakville, PA ,_,,,,, D 7 ... FACIUN ~A"'E (I' t'C)I "'51'''''11Ol'' 9". SUN!.InG """"blttl g',:,~,t J .. COUNTY OF DERH lb. Cumberland RACE.Amelll::anfndi.",S1uk,Wt'III. .Ie lSpec~) 10. White SURVI\lINQ SPOVSE ," ..".. ~,..... md~ nAm81 n. '7a, State PA ... FATtiER'S NAUE IF...", Middle l.a$l) II. Daniel Webster Kough INFOR"~:rd(1Ire"s~ler .... UETHOO OF DISPOSITION Bunal 0Cl C,..,.arion 0 On_ (Sp<<I~ '7b.CO\lf'l l);d --'" ...~. Cumberland to..,nsf\io? 17d.G ::.=.~=o, f.lOTHEA"S NAMEtf"II, a.4,iJtJIe. M.JldenSutnameJ Addessa J. Hurrmel Clty/b('>o II. INFOAf.AANrs MAILING AOORESS 1St'.... CIty/'M:Mft, SIal., ''Peed.. ,... 42 Tunbri e Lane, Carlisle, PA 17013 :~c,;fo,::l~.5(fpper.1t~nkr6crdaIOry lOCAtiON. CifyITown, S'a'., lip coo. ,,~rick Church Cemetery NAME AND ADDRESS OF FACILITY II.. 219 N. Hanover LICENSE NUMBER 0J se ~k a DIL7i c... S 1C f4) St.S DUE TO lOA AS A CONSEOuEr<<:E OF)' ... I ApptO.lu".le : IRtetVllI be...." IClftMI.fld~.U' , i Nop.!l. PART II: Oh., SiQniftc:entcondilionlectnl,ItK"1ng10 d..,,,. but nul:,......Ing"'lheunct.~CatlHgev.,.IftPAr4T I Due 10(00 AS'" CONSEOuEuCE Of)- JtrJ /./ - '7/zt:ItJS,.., vlL....J! M i 0 Call 0;,.jJ I A./{.:," (-r;O~ b_ QUE TO lOR AS ACOt'SEOUE'ICE CFj, . WERE AUTOPSY FINDINQS ~BlE PAtOR m COMPlETION (Y CAUSE OF DEATH? MANt..ER OF DEATH DATE OF INJURY (Mor" O"y, fe31' TIME OF INJURy INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. tlo f)q v.. 0 NoM Natufa' '1j!I Accld<tnt 0 s..codo D ... HomlCk:fe D D o ;~;:CE OF INJURY'),I hOme laf~,O::t..I.I"ctOty. 0"'<:. buoldlnq. alc. ISc:ectf.,l 'Do. .... D NoD PendIng In"'."';IIIOO" COuld not be determlniMJ U, :Joe 'MEDICAL EXAMINER/CORONER ~:~~:~::I:I::~.,~~"~~I,I~~.',~~~~~~~~I~~~I,I~~: ~~ ~,Y. ~~i.~i~~: ~~~~~ ~~~~~:e.~ ~~ ~~~ ~I~~..~~I~: ~~~.~I~~~: ~~~.~~~ ~~ :~~ ~~~~~~~)...n~ 0 318 12. - - il(GI5HU.R"S SIGNATURE AN R @UtQiliQj ""'1 2.b. CEA r I' lEA 10,,,,;10; ()I." ,...., 'CERTIFYING PHYSICIAN fPh.,'Iot:oan O!"l""',,'1 C.Ju58 of Clf'''lh Nt.,. ';'I'Ol'tof I"' .!>., anr.,I'i f'ltI'Oo,n,:eo <:e.:" ano Cc:r".':,,:e.J '~~ .?Jl To 'he 0.1' 01 tn, llno....ledO., d..lh OCCUffH due 10 the caUle-{IJ."ct mann., .. Ilaled. . ....RONOUNCING AND CERTIFYING PHYSICIAN ,f:'h'l'~'an to"" ;;r~'0lJ1.c "1 CP..lf, .JI,(JCfrf1"'I'lrQ I,:) C,),,~ cl C..I'f'\ fo 'he bout of "'t kno."dV., d..lh occuued.1 the 11m.. ".,., .ncl pl.c.., .nd due 10 'he uuufsl'nd m.nner.. Silled J<. 1liast .ill anb ffiestament I, LOLITA K. KESSLER, of Upper Frankford Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke all wills which I have previously made. I I give and bequeath to my son, Edward F. Kessler and my daughter, Joan V. Baker such articles of tangible personal roperty as they shall amicably select; any articles not so selected shall be sold and the proceeds added to my residuary estate. II I give and bequeath my entire residuary estate in equal shares to my son, Edward F. Kessler and my daughter, Joan V. Baker, and if either shall predecease me, then to his or her natural orn issue only, per stirpes. III I appoint my son, Edward F. Kessler and my daughte , oan V. Baker as co-executors of this will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ;??~t/ 1977. -\..~ j' 7_ j"':-- />~. l.....(/ l/C,.C__ /1! . , / I . i f' 7 ~'-~I,;>~--G/(./ (SEAL) Signed, sealed, published and declared y Lolita K. Kessler, testatrix above named, as and for her last will and testament, ritten on one sheetof paper, in our resence, who, in her presence, at her equest, and in the presence of each ther have hereunto subscribed our names s attesting witnesses: ( . _~:'-_~_, .~ ,-A-J~ 21 - 01 - 544 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS SHIRLEY W. AHLERS, a subscribing witness to the Will presented herewith, being duly sworn according to law, deposes and says that she was present and saw Lolita K. Kessler, the testatrix, sign the same and that she signed as a witness at the request of testatrix in her presence. Sworn to or affirmed and subscribed before me, this 6TH day of June, 2001 Shirley W. 20 Strawbe Drive Carlisle, Pennsylvania 17013 f1tr4n REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS WAYNE F. SHADE and RUTH A. KESSLER, each a subscriber hereto, each being duly qualified according to law, deposes and say that they are familiar with the signature of James R. Humer, one of the subscribing witnesses to the Will presented herewith and that they believe the signature on the Will is in the handwriting of James R. Humer to the best of their knowledge and belief. Sworn to or affirmed and ,:C/a.1N r .s:it~ subscribed before me, Wayneq1. Shade . this 6TH day of 53 West Pomfret Street June, 2001 Carlisle, Pennsylvania 17013 ~ (/J' II Lli, (~ Q ~ @. ~.1 L/{jJ fJ-U- AjJ7J7~ Ruth A. Kessler Register ~ 42 Tunbridge Lane MAR Y CLEW IS. U (/. Carli sle, Pennsylvania I 7013 21 - 01 - 544 RENUNCIATION In Re: Estate of Lolita K. Kessler, Deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned, JOAN V. BAKER, Co-Executor of the above decedent, hereby renounces the right to administer the Estate and respectfully asks that Letters Testamentary be issued to Edward F. Kessler. WITNESS my hand this 1st day of June, 2001. ~ y, .g~ q oan V. Baker 3 High Road Shippensburg, P A 17257 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Lolita K. Kessler Date of Death: May 21, 2001 No. 21-01-544 To the Register of Wills: I hereby certify that notice of beneficial interest as required by Rule 5.6(a) of the Orphans' Court Rules was served upon or mailed to the following beneficiaries of the above-captioned Estate on June 12,2001: Edward F. Kessler 42 Tunbridge Lane Carlisle, Pennsylvania 17013 Joan V. Baker 3 High Road Shippensburg, Pennsylvania 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: June 12,2001 W~~d~ 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHADE WAYNE F 53 WEST POMFRET ST CARLISLE, PA 17013 h______ fold ESTATE INFORMATION: SSN: 192-14-5930 FILE NUMBER: 21-2001- 0544 DECEDENT NAME: KESSLER LOLITA K DATE OF PAYMENT: 11/15/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: OS/21/2001 NO. CD 000527 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,392.57 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: WAYNE F SHADE ESQUIRE CHECK# 1076 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,392.57 MARY C. LEWIS REGISTER OF WILLS / 0-:2~1,5--:-,~? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Recor . Ref DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-31-2001 KESSLER 05-21-2001 21 01-0544 CUMBERLAND 101 " ~. WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE '02 JAN -4 P12 :06 '* t.",L c) 't.> REY-15~7 EX AFP <12-00) LOLITA K P AClerlk13 Clunberia i Fif~~ 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=is'4-j-E3f-AFP--fi'2":ooY-NoYicE--oF-YNHEifiTAifcE-YA'i-irpPRA-isE;.rENT~--A[rOWA;.rCE-(fR----------- - ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KESSLER LOLITA K FILE NO. 21 01-0544 ACN 101 DATE 12-31-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 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 30,946.11 X 045 = 1,392.57 .00 X 12 = .00 .00 X 15 = .00 (19)= 1,392.57 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 7,907.42 37.677.31 .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) (10) 12,984.62 1.654.00 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 45,584.73 (11) (12) (13) (14) 14.638 6'1 30,946.11 .00 30,946.11 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-15-2001 CDOO0527 .00 1,392.57 TOTAL TAX CREDIT 1,392.57 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.) RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Zl40 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of the tax paid is allowed. The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z Z07- .000548 199Z 97- .000Z47 1983 167- .000438 1993-1994 77- .00019Z 1984 117- .000301 1995-1998 97- .000Z47 1985 137- .000356 1999 77- .00019Z 1986 107- .000Z74 ZOOO 87- .000Z19 1987 97- .000Z47 ZOOI 97- .000Z47 1988-1991 117- .000301 ZOOZ 67- .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 , , INRE: ESTATE OF LOLITA K. KESSLER, Deceased, Late of the Township of Southampton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-544 FIRST AND FINAL ACCOUNT OF EDWARD F. KESSLER, EXECUTOR Date of Death: May 21, 2001 Letters Testamentary Granted: June 8, 2001 First Complete Advertisement of Grant of Letters: June 22, 2001 Account Stated to March 13,2002 5/21/01 6/ 6/01 7/ 2/01 7/17/01 8/13/01 9/28/01 6/29/01 3/13/01 PRINCIPAL RECEIPTS Cash $4.33 106.15 384.00 Capital Blue Cross, health insurance refund Commonwealth of Pennsylvania, rent rebate American Motorists Ins. Co., auto insurance premium refund 126.00 6,986.08 300.00 $7,906.56 Allfirst, Checking Account No. 0010134743 Marty's, Inc., proceeds of sale of 1983 Buick Skylark TOTAL PRINCIPAL RECEIPTS ADVANCES FOR ADMINISTRATION Edward F. Kessler $7,446.50 1.117.56 $8,564.06 Edward F. Kessler TOTAL ADVANCES FOR ADMINISTRATION WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 . , 5/12/01 6/ 6/01 6/12/01 6/12/01 6/29/01 7/ 9/01 7/ 9/01 8/14/01 8/22/01 9/28/01 11/12/01 11/12/01 3/13/02 3/13/02 PRINCIPAL DISBURSEMENTS Checks cleared after date of death 5/22/01 Jewel Rosenberry 5/22/01 Jewel Rosenberry 5/22/01 Jewel Rosenberry 5/22/01 Care Advantage 5/22/01 Care Advantage 5/22/01 Sara Martin 5/29/01 Danielle Johnston 128.00 128.00 128.00 700.00 700.00 63.00 63.00 Shirley W. Ahlers, Oath of Subscribing Witness fee Sprint, telephone service Cumberland Law Journal, advertise Letters Testamentary Hoffman-Roth Funeral Home, Inc. The Sentinel, advertise Letters Testamentary Wayne F. Shade, Esquire, reimbursement for Probate Joan V. Baker, family exemption Eby Granite Works, gravestone engraving Edward F. Kessler, proceeds of sale of 1983 Buick Skylark in partial reimbursement for advancements for administration Register of Wills, file Inheritance Tax return Register of Wills, Inheritance Tax Wayne F. Shade, attorney fees Register of Wills, filing Account TOTAL PRINCIPAL DISBURSEMENTS -2- $1,910.00 15.00 6.53 75.00 7,446.50 90.59 41.00 3,500.00 95.00 300.00 15.00 1,392.57 1,500.00 89.00 $16,476.19 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 8/13/01 INCOME RECEIPTS Allfirst, Checking Account No. 0010134743, interest $5.57 $5.57 TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS None TOTAL INCOME DISBURSEMENTS Receipts Advances for Administration Less Disbursements Principal Balance Remaining Receipts Less Disbursements Income Balance Remaining RECAPITULATION PRINCIPAL INCOME COMBINED BALANCE REMAINING -3- $0.00 $0.00 $7,906.56 8,564.06 16.476.19 ($5.57) $5.57 0.00 5.57 $0.00 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 . . I, EDWARD F. KESSLER, Executor of the Estate of Lolita K. Kessler, Deceased, hereby declare under penalty of perjury that I have fully and faithfully discharged the duties of my office; that the foregoing First and Final Account is true and correct and fully discloses all signiticant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to my knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: March 13,2002 ~~/~ Edward F. Kesslei f ~lurl;t~ ci' n ...., tH..... Z zon- $:o~O OcgCZ o ~ l~. ~g.~gCG; ~~3:~ is,6 ~ ~ '<~;."'....,.. - o:ItTl ~:l:lio ~jj.~ <" ::!... -. 8.. > I tTl n ..." ~~"O. ~~ 2Z~n ;l> ;i5 _. 0.. 0 t'""'. ...., Ir./) 0 '" VI Pln~~~> VI . > , v.l t "~lll o~~ r./) ~nzC r;; ~ ~ _ :l ",,, ...., g~g,~;j ~o :;0 , > ? p,;>~ > CO"'" p1 tT1 :j ~ o i -"-- Z 9~g.t'""'0 '"t:I '" ~ :;ono ..., 0 ~ s.g::;:~ 0 tT1 '"t:I '" Z ~tTl"'" ""'0"'" z t"i co 2; "0 :;0 o~n z 0 z ls! ~if~~i ..." tT1 Z ...... . '" ~ ~ 0 - 0 -< "!1 -< .P <""'3: ~ '" ~ > tT1 rJ1 i~il -:1.;: t'"'" fa.-< 3: ..., t'"'" == ;:; - -' z "~llfi:8:~8 > 0'"00 ;; r./) ~ > ..., 0 n ztTlz '" III <--c n ~'"O tT1 t"i -..J tT1 o 0 j;)~ ..~ 0 0 ..., o ::;i :::;; r./)t'"'" ..... ~ i lQ. ::1l ?t 0. C' c -<tTl v.l tD~ ~:o"O_~j z t'""'> ...., <r./) ~~~"'"i~~(n >0 g v r z"'" .J :; :l ., "'" ," .~ o c: - "1 ~ .: ~''''''' 00- -0::: 00..... ( _ .. <Xl lI\' ~ a - Ie', ' "" III -<. f'-J =: ~ el ~<,w ~ <ll ~ It', , '::.S ~\~ -fi ~ g=:=-.\ -:1'.- .* ':T ~ cz>"O ..- ~ ."" -. cr Cl) 0 c: , '\\. s"O - 0 .~ _'J 0 e -, ;~~;!. -t, Q " o..Q UJ...~3 -C:n<'l::!: ~_.... "'4':111 :::ro.lJI !t.o. . ... ~ t">..,! c l"'J f=' I. ~f\ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lolita K. Kessler Date of Death: May 21,2001 Social Security No.: 192-14-5930 File No.: 21-01-544 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 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) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: April 15, 2003 a-'~ /'~ Wayne . Shade, EsqUIre Supreme Court No. 15712 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for personal representative . Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/09/2003 KESSLER EDWARD F 42 TUNBRIDGE LANE CARLISLE, PA 17013 RE: Estate of KESSLER LOLITA K File Number: 2001-00544 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: 5/21/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: v"File Counsel Judge REV-1500 EX + ((1..00) /6' -D435- 6 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 I -0 I 5 4 4 ""'OOUNTY"C'01iE -YEAR- - - NUMBER-- . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0001 SOCIAL SECURITY NUMBER 192-14-5930 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Kessler Lolita K, DATE OF DEATH (MM-DD-Ye.-) DATE OF BIRTH (MM-DD-Year) o 3. Remainder Return (daleofdeathpriork:112-1J..82) D 5. Federal Estate Tax Retum Required Q.. 8. Total Number of Safe Depos~ Boxes D 11.ElecIiontotaxunderSec.9113(A)(A","SohOl OS/21/2001 01/29/1907 (IF APPLICABLE) SURVIVlNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ ,,-<n u"''' w"u ",00 of~ .. '" lXI1. Original Retum D 4.Lim~Estate lXI6.DecedentDiedTestate (_h...,~Wil) D 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date otdeath after 12-12.82) o 7. Decedent Maintaioed a Living Trust (Atl.achcopyofTrusl) o 10. Spousal Poverty Credit (daleofdealh between 12-31-91 and 1-1-95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Wa e F. Shade Es uire 53 West Pomfret Street FIRM NAME (~AppIicable) z o ~ ~ l- ii: c( o w a: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Ck>seIy H..d Corporation. Partnel1lhip or SoIe-Proprietol1lhip 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Depos~ & Miscellaneous Pel1lOnal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requestad .... z w o z o .. <n w '" '" o u TELEPHONE NUMBER 717-243-0220 Carlisle PA 17013 (1) (2) (3) (4) (5) OFFICIAL USE ONLY 7. Inter-Vivos Transfel1l & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities. & L"ns (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 7,907.42 37.677.31 14. Net Value Subjecllo Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= ~ ~ ll. :ii! o o ~ 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) 19. Tax Due X _(15) 30.946.11 X .045 (16) X .12 (17) X .15 (16) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < (8) 45,584.73 12,984.62 1,654.00 (11) (12) (13) 14.638.62 30,946.11 (14) 30,946.11 1,392.57 1.392.57 Decedent's Complete Address: STREET ADDRESS 3 Hi.h Road CITY I STATE TZIP Shippensburg PA \7257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) \,392.57 Total Credits (A + B +C) (2) 3. InterestJPenalty if applicable D. Interest E. Penalty T otallnteresUPenally ( D + E ) (3) 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable /0: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shail use the property transferred or its income; ........................................ 0 00 C. retain a reversionary interest; or ........................................................................................--............ D lXl d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................................. ............. ................................................ 0 00 3. Did decedent own an "in t",stfo~ or payable upon death bank aocount or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-jJfobate property which contains a benefidary designation? ....................................................................................................... 0 00 \ ,392.57 \ ,392.57 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perjury, 1 declare that I have examined this return, includi!!\j accompanying schedules and statements, Md to the best of my knowledge sod belief, it is true, correct aod complele. Declaration of preparer other than the personal representative is based 00 all Information of which preparei'" has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FIL G RETURN DATE ~/t::..C" L,-- _ 1/-12-6 I ADDRESS 42 Tunbridge Lane Carlisle SIGNATURE OF PREPARER OTHER THAN PA 17013 DATE 1/-I.2-tJ/ PA 170\3 ADDRESS 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 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fiiin9 a tax retum are stili applicabie even ~ the surviving spouse is the only benefidary. 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 naturai parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal benefidaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~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 edoption. ""~"'I"7i. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Kessler Lolita K 21 01 544 Include the proceeds ot liligation end the dale the proceeds were received by the estate. An property jointly.owned with the right of survivo..hlp must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Cash 4.33 2. 1983 Buick automobile 300.00 3. Capital Blue Cross, Pennsylvania Blue Shield, refund of unused premium 106.15 4. Commonwealth of Pennsylvania, rent rebate 384.00 5. American Motorists Ins. Co., auto insurance premium refund 126.00 6. Allfirst, Checking Account No. 0010134743 6,986.94 TOTAL (Also enter on line 5, Recapitulation) $ (It more space Is needed, insert addiflonal sheets of the same size) 7907.42 )01 J ~/ UJ IJ:17 trl 302 934 2955 CIS I,!]OO2l002 iii allfirst AUficst Financial Center N.A. PO Box 900 Millboro. DE 19966 June 19,2001 Wayne F. Sbade Attorney At Law S3 West PomfretStreet Carlisle, P A 17013 Re: Estate of Lolita K. Kessler Social Security: 192-14-5930 Date of Death: Mav21. 2001 Dear Sir or Madam: Per your inquil}' dated June 12, 200 I please be advised that at the time of death, the above-named decedent blld on deposit with this bank the following: I. '/jIpe of Account J/eJoti011'Jhip Checking W/lnt 0010/34743 Account Number Ownership (Names oj) Lolita K Kessler Joan V. Baker, POA Edward F. Kessler, POA 07/14/92 Opening Date Balanre on Date of Death Accrued Interest Total $6.986.08 $ .86 ..$6,9S6.iir---------------------------- This letter does nor include QIt}' aCCQunts in If'hlch the deceased may have been listed as Power of Attorney, Custodian oj Uniform Tranifers, Representative Payee, or Trustee under a Written Agreement. For further at:counJ ;,ifonnation, clDmru andIOl" reimbursement oj funds refer to below branch: WALNUT HOlTOM ROAD OFFICE 28 W ALNUf BOTTOM ROAD SIIIPPENSBVRG, PA 17257 717-532.2414 Sue . Ie Assistant I Cis Services, (302) 934-2909 V1Way~qi.!lt LOOK FOR US. WE'll GET YOU THERE. WAYNE SHADE 53 WEST POMFRET ST CARLISLEPA 17013 The information which you requested on the LOLITA KESSLER DECEASED (Social Security Number 192- 14-5930) is as follows. Account Number(s) Class of Account 7000003606 8000023162 CERTIFICATE CERTIFICATE 072996 071896 12003.95 6000.00 42.49 14.33 12046.44 6014.33 JTO JTO EDWARD KESSW( JOAN V BAKER Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established 072996 071896 Additional Information Requested s~?cerelYb MJ'17.'tlnwf Kathy L. ytu~g Senior Services Rep. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE I-B66-WAYPOINT (I-B66-929-7646) . www.waypointbank.com ~------ ---- --- --~------ PHONE 249-5418 Statement ~a'ltlf ~ !lnc. P. O. Box 117 Carlisle, Pennsylvania 17013 M t~ j(~)J-r' .tfj f&J4;/ L'%!/ C~;t. U Not correct advise within tea (10) days. ~ /r;~ Ii~. (i,Jt:f:. IG1/1c(p9;f:3tJw~1. ~f ~ ~~rl~ 9/%/01 "' In_ per month will be _ lito< 30 doyt. 3~tJ_0l5 R"''''':''OI,.n. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDEm DECEDENT SCHEDULE F JOINTLY -OWNED PROPERTY ESTATE OF Kessler Lolita K. If an asset was. made joint wtthin one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21 01 544 SURVIVING JOINT TENANT(S) NAME ADDRESS RELA T10NSHJP TO DECEDENT A. Edward F. Kessler 42 Tunbridge Lane Carlisle, PA 17013 Son B Joan V. Baker 3 High Road Shippensburg, P A 17257 Daughter c Nancy Epley 1265 Northvale Drive Virginia Beach, VA 23464 Granddaughter JOINTLY -OWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY %Of DATE OF DEATH ITEM FOR JOINT MADE loclude name of finaoci3l institutloo and bank a:count number Of simi\cl" \defltifying nuTTtler < Atta:ll DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed forjointly-held real eslate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1- A. 7129196 Waypoint Bank, Certificate of Deposit No. 7000003606 12,046.44 50. 6,023.22 2. B 7118196 Waypoint Bank, Certificate of Deposit No. 8000023162 6,014.33 50. 3,007.17 3. A 4191 U.S. Savings Bond, Series EE 4,516.00 50. 2,258.00 4. A 4191 U.S. Savings Bond, Series EE 4,516.00 50. 2,258.00 5. A 4192 U.S. Savings Bond, Series EE 4,258.00 50. 2,129.00 6. A 4192 U.S. Savings Bond, Series EE 4,258.00 50. 2,129.00 7. A 4192 U.S. Savings Bond, Series EE 4,258.00 50. 2,129.00 8. A 4192 U.S. Savings Bond, Series EE 170.32 50. 85.16 9. A 4192 U.S. Savings Bond, Series EE 425.80 50. 212.90 10. A 4192 U.S. Savings Bond, Series EE 425.80 50. 212.90 TOTAL (Also enter on line 6, Recapitulation) $ 37677.31 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Kessler, Lolita K. 21 01 544 PaQe 1 Schedule F-1 - Jointly Owned Property SURVIVING JOlNT TENANTIS) NAME ADDRESS RELA110N$HIP TO DECEDENT D. Linda Woltz 33 High Road Shippensburg, P A 17257 Granddaughter E. Kathy Kessler \69 Powell Place McGaheysville, V A 22840 Granddaughter F. Mary Kessler 140 Brick Church Road Newville, P A 1724\ Granddaughter G. Connie Kessler 6309 S.E. Lake Circle Drive Stuart, FL 34997 Granddaughter H. John Kessler \58 Mackay Drive Brunswick, GA 31525 Grandson I. Heather Leitzel 130\ Wogan Road York, PA 17404 Granddaughter Continuation of REV-1500 Inheritance Tax Return Resident Decedent Kessler, Lolita K. 21 01 544 PaQe 2 Schedule F-2 . Jointly-Owned Property LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar Identifying number, Atta::h DATE OF DEATH DEWS VAlUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 11. A 7197 U.S. Savings Bond, Series EE 603.60 50. 301.80 12. B 6/97 U.S. Savings Bond, Series EE 606.40 50. 303.20 13. B 4/92 U.S. Savings Bond, Series EE 170.32 50. 85.16 14. B 4/92 U.S. Savings Bond, Series EE 425.80 50. 212.90 15. B 4192 U.S. Savings Bond, Series EE 425.80 50. 212.90 16. B 4/91 U.S. Savings Bond, Series EE 4,516.00 50. 2,258.00 17. B 4/91 U.S. Savings Bond, Series EE 4,516.00 50. 2,258.00 18. B 4192 U.S. Savings Bond, Series EE 4,258.00 50. 2,129.00 19. B 4/92 U.S. Savings Bond, Series EE 4,258.00 50. 2,129.00 20. B 4192 U.S. Savings Bond, Series EE 4,258.00 50. 2,129.00 21. C 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 22. C 4193 U.S. Savings Bond, Series EE 744.80 50. 372.40 23. 0 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 24. 0 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 25. E 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 SUBTOTALSCHEDULEF~ 13,880.96 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Kessler, Lolita K. 21 01 544 PaQe 3 Schedule F-2 - Jointly-Owned Property LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE loclude name of financial institution and bank account number or similar idenMying number. Mach DATE OF DEATH OEWS VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 26. E 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 27. F 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 28. F 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 29. G 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 30. G 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 31. H 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 32. H 4/93 U.S. Savings Bond, Series EE 744.80 50. 372.40 - 33. I 6/93 U.S. Savings Bond, Series EE 745.20 50. 372.60 34. [ 6/93 U.S. Savings Bond, Series EE 745.20 50. 372.60 SUBTOTAL SCHEDULE f-2 3,352.00 GRAND TOTAL SCHEDULE f-2 $ 37,677.31 """"~,.('.". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Kessler Lolita K. 21 01 544 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoftinan-Roth Funeral Home, Inc. 7,446.50 2. Eby Granit Works, gravestone engraving 95.00 B. ADMINISTRATIVE COSTS: 1. Personal Representalive's Commissions Name of Personal Representative (s) Social Security Numbe~s) I EIN Number of Personal Representative(s) Street Address City Slate Zip Yea~s) Commission Paid: 2. Attorney Fees Wayne F. Shade, Esquire 1,500.00 3. Family Exemption: (If decedenrs address is not the same as c1almanfs, attach explanation) 3,500.00 Claimant Joan V. Baker Street Address 3 High Road City Shippensburg Slate PA Zip 17257 Relationship of Claimant to Decedent Daughter 4. Probate Fees Register of Wills of Cumberland County 41.00 5. Accountanfs Fees 6. Tax Retum Preparer's Fees 7. Shirley W. Ahlers, Oath of Subscribing Witness fee 15.00 8. Sprint, telephone service 6.53 9. Cumberland Law Journal, advertise Letters Testamentary 75.00 10. The Sentinel, advertise Letters Testamentary 90.59 II. Register of Wills, filing Inheritance Tax return 15.00 12. Register of Wills, reserve for filing Account, etc. 200.00 TOTAL (Also enler on line 9. Recapitulalion) $ 12 984.62 (If more space is needed, insert additional sheets of the same size) ,,,,.,,,,p>,,.,,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kessler Lolita K. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21 01 544 Include u"reimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1,400.00 1. Care Advantage, unreimbursed medica] expenses 2. Jule Rosenberg, check cleared after date of death ]28.00 3. Danielle Johnston, check cleared after date of death 63.00 4. Sara Martin, check cleared after date of death 63.00 TOTAL (Also enteron line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) I 654.00 REV.15:3EX>'* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER nlit" I( 21 01 ~"-"- 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 [mclude outright ~sa1 distnbutions, and iransler.; unda! Sec. 9116 (a) (1. )J 1. Edward F. Kessler Son One-half 42 Tunbridge Lane Carlisle, PA 17013 2. Joan V. Baker Daughter One-half 3 High Road Shippensburg, PA 17247 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-T AMBLE 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 II - ENTER TOTAL NON.TAXABLIE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, Insert additional sheets of the same size) 3llasl 3Oi11 nub ffi~slam~nt I, LOLITA K. KESSLER, of Upper Frankford Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke all wills which I have previously made. I I give and bequeath to my son, Edward F. Kessler and my daughter, Joan V. Baker such articles of tangible personal roperty as they shall amicably select; any articles not so selected shall be sold and the proceeds added to my residuary estate. II I give and bequeath my entire residuary estate in equal shares to my son, Edward F. Kessler and my daughter, Joan V. Baker, and if either shall predecease me, then to his or her natural orn issue only, per stirpes. III I appoint my son, Edward F. Kessler and my daughte , Joan V. Baker as co-executors of this will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,) day of 7;/ ~,_/ , 1977. ,-{ jI--/- 11.;/,-:.jL<~t:t> ./i. ,/ ,.)./' ,~ /I /1 /h,b,;>_i:Gn / (SEAL) Signed, sealed, published and declared y Lolita K. Kessler, testatrix above named, s and for her last will and testament, ritten on one sheetof paper, in our resence, who, in her presence, at her equest, and in the presence of each ther have hereunto subscribed our names s attesting witnesses: C~~~,~- ; ., \