HomeMy WebLinkAbout01-0564
~tat. 01 Meriam Y. Kilmore
tdso .brown a
P~llllON FOR PROBATE and GRANT OF LETrERS
c:2. / - I:) I - S~ ~
No.
To:
hcistcr 01 Wins for tile
. DecmsaJ. County 01 Cumberland in the
Sccilzl S<<urity No. 168-14-3669 Commonwealth oC P=nsylvauia
The petition of the undc:silned rcspec:fully rcpresc:nu that:
Your pctitionc:r(s). who islare 18 YC3l3 of aae or older au the cxecur. or
in the last will of the above decedent. dated June 1 7
and codiciI(.s) dated
aamed
. 19-2.!l-
(swc rdcnnt ~ La. n:Ilu........"" dcuh of aClCDtor. CII:..)
Occendent was domiciled at death in Cumberland County, Pennsylvania, with
her last family or principal residene: at Manor-Care Health Services
Camp Hill. PA
(1Isl sttect. llumber md :DlZIICipality)
Oece:Jdent. then years crage died. June 3 ,~ 2001 ,
U Manor Care Health Services: Camp Hill. PA
Elc..-pt as follows. dec=1e:nt did not marry, was not divorced and did not have a child born or adopted
after executiOD of the will offered for probate; was not the victim of a ItilIing and was never adjudicated
incompetent:
Dccende:Jt at death owned property with estimated values as fonows:
(If domiciled in Pa.) All personal property S 121 .600
(If not domic1ed fa Pa.) Personal property in Pennsylvania S
(If Dot domic1ed in Pa.) Personal property in County S
Value of real estate in Pennsylvania S 82.000
situated as ronows:
1733 Main Street. Lisburn. PA
WHEREFORE, petitioner(s) respec-Jully reqiJest(sJ. thi:. - probate --or the~li~CWilf" 3Iid~CodiciI(s)'" '"
presented herewith and the grant of letters. Testamentary
--.... -..
...= . . -
(~ M"';"';"'TUioa c.t..a.; ad...;";ttl'Uioll clb.Zl.c..t..a.)
theroD.
I~ Allfirst!Trust,.~ompany Of. Pennsylvania.
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NA Dauphin Deposit Bank and Trust Company
Successor to Allfirst Trust Company of
pennsYLvanla. NA
OAm OF PERSONAL REPRESENTATIVE
COMM:ONWEALTH OF P&"lNSYL V ~'UA } as
COUNTY OF Cumberland
The petitiooer(s) above-named swear(s) or arfum(s) that the statemenU in the foregoing petition are
true and correct to the best of the knowledge and belief' of pctitioncr(s) and that as personal represeu-
tative(s) of the above decedent petitiOller(S) will weD and truly administer the estate according to law.
Allfirs Tru pany f Pennsylvania. NA
Sworn to or aff1rmed ~d subscn1>cd BY: / /. " c..,
bcfo~me this I Y day of ~
(1 ~I a
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No 21-01-564
.
Estate of Meriam Y. Kilmore
,Decessed .
-
DECREE Of PROBATE AND GRANT OF LETIERS
AND NOW JUNE 15, 119 2001 t In consideradon of the petition 011
the reverse side hereof, satistaaoi1 proof hPiDa beal pmemed Wore me.
rr IS DECREED that the J:asuumCDl(s) dafl!d June 17, 1999 .
described therein be admitted to pro_ aad fiJcd at record u the last will of
Meriam Y. Kilmore
and Letters Testamentar"'(
are hereby sranted to Al1firsY-'l'rustCOmpai'l)rOf't'e'tl.n:~~-kni-a', ItA:.
Sucessor to Dauphin Devo~i r R"n k .<lnrl 'T'rll~r f'nmp".....y......-_
Yw~(J
,'I; u./U) ,'Vlh . (I jj. ~~A./J~/;:J3.f2t-jA0
J&sisUr of WillI
FEES
Probate, Letters, Etc. ......... S 27 ad 00
Short Certi1icates(5) .......... S 15.00
j~~.,. M'1':u. .PAGES..4 S 1? 00
JCP $ ') 00
TOTAL _! 302.00
'JUNE 15, 2001
Filed ................................... ~
EDMUND G. MYERS, ESQUIRE
Johnson, Duffie, Stewart & Weidner
ATTO~ tsaP-_~ ~_No.}
P.O. Box 109, Lemoyne, PA 17043
ADORESS
(717) 761-4540
PHONE
CALLED BANK JUNE 15,' 2001
005772-00001/6.11.99/EGM/DLM/123567.1
21-01-564
mast mill aub Wtstamtut
OF
MERIAM Y. KILMORE
I, MERIAM Y. KILMORE, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
I give and bequeath my household and personal effects and other tangible personalty of
like nature (not including cash or securities), together with any existing insurance thereon, unto
my daughter, LINDA K. SCHREINER, provided she survives me.
ARTICLE III
I give, devise and bequeath all the rest, residue and the remainder of my estate, of
whatsoever nature and wheresoever situate, unto my daughter, LINDA K. SCHREINER,
provided that should she predecease me, I give, devise and bequeath the same unto her then-living
issue, per stirpes.
ARTICLE IV
In the event that any beneficiary of my Will shall not have reached the age of twenty-one
(21) years at the time for distribution of his or her share, distribution of said share may be made in
the discretion of my Executor after considering the age and needs of the beneficiary, either directly
to the beneficiary or to a Custodian under the Pennsylvania Uniform Transfers to Minors Act, 20
Pa. C.S.A S 5301 et seq., or the applicable Uniform Gifts to Minors Act or Uniform Transfers to
Minors Act in the state of residence of such beneficiary as the case may be. My Executor may
designate as such Custodian any institution or person, including my Executor, qualified to act as a
Custodian for such beneficiary under such Act in effect at the time such distribution is made. A
receipt for any payment or distribution so made shall be a full discharge therefor to my Executor,
who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter.
ARTICLE V
I name, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Executor of this my Last Will and Testament. I direct that no fiduciary appointed herein shall be
required to post bond for the faithful administration of the duties required in any jurisdiction.
IN WITNESS WHEREOF'A have hereunto set my hand and seal to this, my Last Will
and Testament, this !'l7!1.aay of ~ ' 1999.
~p~~~
ERIAM . KILMORE
(SEAL)
2
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
Qz~~ 0- Mt' ~aL
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3
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYL VANIA
SS.
COUNTY OF CUMBERLAND
We, MERIAM Y. KILMORE,
R () '/-f.... Ift~{., IV c tu ( {k2 VI
Bmz, c. t 17- A-. tuc QOc4 ,iJ
and
, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will
and that she had signed willingly and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
~~I~~~
ERIAM . KILMORE
~~~a~~~~
Itness
~
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WI ess ..
.
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Subscribed, sworn to and acknowledged before me
Testatrix, and f ffm- ( c:". ;1-. W t ~o vi 'I eel and
witnesses, this t7[!Ldayof \JU"V-. , 1999.
by MERIAM Y. KILMORE,
j(v'ft, If"'-lA lUc ~4( (f~~
E~!!,~
Pennsylvania Attorney J.D. No. 20558
4
COMMONWEALTH OF PENNSYL VANIA
: SS.
COUNTY OF CUMBERLAND
On this the I 'Jfday of \ U<.J1L
-
, 1999, before me, the undersigned officer
personally appeared Edmund G. Myers, Attorney LD. No. 20558, known to me (or satisfactorily
proven) to be a member of the highest court of Pennsylvania and certified that he was personally
present when the foregoing acknowledgment and affidavit were signed by the Testatrix and
witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(IJ1.JJA1 J(, ~
Notary Public
My Commission Expires:
NOTARIAL SEAL
DAWN L MAYKO, Notary Public
Lemoyne Borough Cumberland Co.
My Commission expires Mar. 19,2001
(SEAL)
5
~
~
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Meriam Y ohe Kilmore
June 3, 2001
Will No.
21-01-0564
Admin. No.
To the Register:
I certify that the notice of (beneficial interest) estate administration required by Rule 5.6
(a) of the Supreme Court, Orphans' Court Rules was served on or mailed to the following
beneficiary of the above-captioned Estate on -'1/ /0.$/ () /
Name
Linda L. Kilmore
Address
1733 Main Street, Mechanicsburg, P A 17055
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except,
Signature
Title
Llt.A..J2- #l PA ~
Vice President & Trust 0 cer
Date:
Name:
Allfirst Trust Company of Pennsylvania, N.A.
Address:
P.O. Box 2961,
Harrisburg, PA 17105-2961
(717) 255-2051
Telephone:
Capacity:
~ Personal Representative
_ 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
ALLFIRST TRUST CO OF PA NA
POBOX 2961 (MC 001-02-05)
HARRISBURG, PA 17105-2961
_nn___ fold
ESTATE INFORMATION: SSN: 168-14-3669
FILE NUMBER: 21-2001- 0564
DECEDENT NAME: KILMORE MERIAM Y
DATE OF PAYMENT: 08/22/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/03/2001
NO. CD 000187
ACN
ASSESSM ENT
CONTROL
NUMBER
AMOUNT
101 I $ 6,840.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$6,840.00
REMARKS: ALLFIRST TRUST CO OF PA NA
CHECK# 20232757
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
CAPB
HpRL
EplO
CRAC
KOTK
ES
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
/6-c:2,3c:"-1d..
FILE NUMBER
COUNTY CODE
2001-00564
YEAR
C/
NUMBER
DATE OF BIRTH{MM-OD-YEAR)
SOCIAL SECURITY NUMBER
168-14-3669
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
o
E
C
E
o
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N
T
06 03/2001 06/04/1916
IF AP L1CABLE SURVIVI G SPOUSE'S NAME lAST, FIRST, AND MIDDLE INITIAL
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Return ~f~~ t~1 f2e.ait82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
NAME
Sue Mauer
FIRM NAME (If Applicable)
A11first Trust Com an
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
of PA, NA
213 Market Street
Harrisburg, PA 17101
~-1500EX'(6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ki1more Meriam Yohe
DATEOF DEATH (MM-DD-YEAR)
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
o 9. LItigation Proceeds ReceIved
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
X 7. Decedent Maintained a LIving Trust
(Attach copy of Trust)
o 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
o
D
C P
o 0
R N
R 0
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
o
N
R
E
C
A
P
I
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U
L
A
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2 5-
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & 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, & Liens (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)
14. Net Value Sub'oct to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
~
:Ii~
(1)-
C~~ "
210,887.13
30,316.87
180,570.26
180,570.26
0.00
8,125.66
0.00
0.00
8,125.66
(1)
(2)
(3)
84,000.00
101,212 (fi@";
N~&:'
0-'
{i'.
None
24,059:22
(4)
(5)
(6)
1,615,31
~n"
29,333.05
983.82
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate 180,570.26
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X
X
X
X
,0 0
,045
,12
,15
Copyright (c) 2000 form software only The Lackner Group, Inc.
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(18)
(19)
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
Manor Care Health Services
CITY .1 STATE I ZIP
Carno Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
8,125.66
0.00
6,840.00
360.00
Total Credits ( A + B + C) (2)
7,200.00
3. Interest/Penalty if applicable
D.lnterest
E. Penalty
TotallnterestlPenalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Poge 1 Line 20 to request 0 refund (4)
S. 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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
.. Make Check Payoblelo: .. .. . REGISTER OF WILLS, AGE~! .... ....... ...
::":!:!:!:!~:::i:!:!ili!!i!~:.,!!!!!i!!i!i!!!I..IWi:j!!!Ilil!!!!!!!!!.,!!:::!I!!!!:!!:!:!!!:iI!U:!!!!!!li!!!!!!!!!i!!!!!!!!!!!!!!!!!I!!!!!!!!!!i::!!!!!!!!!i!!!!!!!!!!!!!:!!!!:!~~:.:::::::::::::::::::
::::!!:!ir:!:!!!!!!!!I!!!!!!!!!!,.:!;;;!;!!;!!!!!:!!!;!;;!::::!::!!!!!!!!!!!:;::!i!;;i:::'::!!i!i!!!!!!!IU!!W!!!!!!!!:i!!!:!!:::::!:::i::::::::::::::::::::'"
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; . ~~ ~
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or.
d. receive the promise for lite of either payments, beneiits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? ,.
4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property
which contains a beneficiary designation? .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
925.66
0.00
925.66
o
o
o
[B
[B
[B
Under penal"es of perjury, I declare that I have examined thIs return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
SIGNATUREOF PERSON RESPONSIBLE FOR FILING RETURN
Allfirst Trust Company of PA, NA
213 Market Street
-----------------------------------------------------
Harrisburg, PA 17101
Allfirst Trust Company of PA, NA
Market Street
DATE
d~/n~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
,;/dV tJ 2--
DATE
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 (0)(1.1) (ill.
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 exempt a transfer to a surviving spouse from tax, and the statutory requirements far disclosure at 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 00/.. (72 P .S. 9116 (a) (1.2)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2)
[72 P.S. 9116(aX1)].
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 adoption.
Copyright (cl 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1502 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Meriam Yohe Ki1more SS# 168-14-3669 06/03/2001 2001-00564
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real Droperty which is jOintly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 1733 Main Street, Mechanicsburg, PA - 84,000.00
Appraised Value
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 84,000.00
Of more space is needed, insert additional sheets of the same size)
Copyright (el 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
(
GeorgeClallser
FileNo. 1-0709 R-3
.fL0!!~ Addre~s 1733 Main Street City Mechanicsburtl Slate PA ZiD Code. 17055
1!!oalOescriDlIon Deed Book ~ PaQs 1012 CDUlitv Cumbelland
Ass8ssol'sParceINo.13-31-2134-o17 Tax'(ear2000-01 R.E.TaxesS517.18 Sll8llIalAssessmenlsSO.OO
Bo1row81 Eslateof Meriam Y. KHmors Current Owner Estate of Meriam Y. Kilmore Occunant: tx1 Owner r-l Tenant 1""TVacaot
.. Plooertv riohts aooralsed IXI Fee 81m Ie I I leasehold Pro ect Woe I. PUD Condo [nlum HUO A ani HOA NA
Nel hborh ad or Pro ecl Name Usburn Maa Reference 3o.-E-4 Cens s Tract 3240-111
SalePtlce S NA OaleofSafeNA fiescrlnflonandSamountaf/oanclwt1<<5lconc!5slanslolMlMidlwulJ8fNA
lenderlCllent Allfirst Trust COfTI~_ Addjess PO Box 2961. Harrlsbu~ 17105
AnnraiSBf GetmlR C. CJauser 8M Address P. Q. BOl( 777 Camn Hill PA T17001~177
Location ~=J Urban ~ Suburban k~ Rural .predOllllnant p~r~e RmllynO~~~ Preaent land u.. % Land uee cllange
Built up f] Over 75% t5<J 25-75% LJ Under 25% occlIpancy $(000) (yr5) One lamlly --.1L I I Not likely [J likely
Growlt1 rale f_J Rapid ~ Stable [J Slow (lg OWner --J.!}-lCWi ~ 2-4 family 5 l><J Jnplocess
Properly values [.~.] Increasing [).i;J... Stable [] Declining [...1 Tenant 350 Hj~h 100+i Mul".lamlly 5 To:~aCll!!tlandJQ.___. c
0,,". and/sl1pply Di<1 ShoTtall". L.) In balance L) ov"r. supply ~ Vacant 10-5%) '-.!'i Predominant Commercial 5 residential development
Jl1!!L~~!U!mL.LL!lru!QL;ll!19s.J2:l.J:~_mos, r-I OVel 6 mos. P I Yll<iln'~~)1-...112- 25 Vacant 10
Note: R.ce.nd tile ,.cl.1 compotlllon o.the neighborhood .r. nol.pp..lt.lt.clorl.
Neighborhood boundaries and characleris"cs: The sublect neighborhood consists of Lower Allem Township and surrournllnQ municioalltles in the
MechanlcsburQ area of Cumberland County, PA.
_ Factors ltIat altBCt tIl6 marketabWly of 1M plopertles In!he nelghbol1100d (proxlmlly to employment ahd amen"les, employment $lablllly, appeal to market, etc.):
~ J..M"'p!QP..!-r1YJ!~l(lg_YI!1!!~_ls localeg I3Ilo/,!Q the /,!Qrth side of ~in St~et1b!!burrLBQ!.Id) in the villaQe of Usburn. ShQRPl!!9L!!chools.dl_~,__
.Q!lurcb!!~@r~JQgI~~_W[!N(I_g-~_!!lll~~~~t~P!Q~Y~_fl,!iL!>~!!'!~J?bQPP!!:!9 1!_!Y!l!I~t!~,~! the C!;lp-!~L9!Y-1"d 9~.m~t!!1! m!!.I!!~PPf~jm~.!elY.
~ mileU.!!t!lic sctlool stl!denls attend the West Shore School District EI!!Q!.Qymenl cerders are locafed in HafTisbl!.rg~l?J:!ill...Y..Q.~n..~L_
MechalllcsburQ.
UNIFORM RESIDENTIAL APPRAISAL REPORT
o.
..-
. c___.~
Market conditions In the slfblect neighborhood (Including support lor tile above conc\uslons related to the treRd of properly values, demand/su pply,andmarketinlltime
--sllctlaSdalaoncompemivepropertleslorsalelnthenelghbOlhood,descrlpllon of Ihe prevalence ol sales and linanclng concessions ,etc.):
Market conditions in Ihe subiect neiClhborhood are considered moderatelY active with low mortaeae interest ratss belnQ the erjmarv catalyst.
Sales in recent weeks have been moderately active Aooroximatelv 10 houses of various stvles are for sale within 5 miles and are In
comDetitlon with the sublact. TvDJcaJ fmancino ror residential Drooertles Includes 80% to 90% loan 1-3 olnts 8.9% mort a e tnter st rates for
UD to 30 vears.
Projecllnlormatlon lor PUDI (II applicable) . . Is the deve!oper/bullder In toolrof of lf1e Home Owners' Assoclatkm {HiM)? , I :.J Yes LJ No NA
Approximate total number ol units In the subject prolect NA Approximate total number 01 units lor sale In the subject project NA
Describe cammon e1l1ments and recreal!onlJ lacllJlles; NA
DImensions 50.0' x 76.93' x 41.35' x 68.0' x 165.0' x 60.0' Topography AVQ
Site area 12.570.39 SQuare feet or .289 acres _ Comer lol r.l Yes [;8l No Size Avg
Specnlc zQnlng classification and description R-1 . Single-Familv Established Residential ShapB RectanQuJar
Zoning compliance tx]legal _r"-llegalnonconl~lng(GrandlatheredUse)01l1ega' [_INozonlng Drainage J'...Y.9-_~___
Hfaf1esf & l1es~. use as Imllfavet/. fXl Pr!!sent use I I Oilier use {nnlain' ~-:- View AVg ._
Utilities Public OIher OR-slle Improvemenl, Type Public Private landscaping J'.'i!d
Electrlcily tx:l S1reet _Macadam t?:Q [] Driveway Surface _Stone
Gas [I CUlbfguller None [I [J Apparenf easernBflts Of Record Onlv
Water U Well Sidewalk _None [j [] FEMA Special Flood Hazard Area 0 Yes [Xl No
Sanitary sewer L?<J Slreetlights None r-J I.J FEMA Zone C Map Date 9-30-1977
Storm sewer ---LJ A1lev None [.1 Cl-LEE.MA MaD No. 4210168
Comments (apparent adverse easements, encroachments, special assessments, slide areas, Illegal or legal nonconformIng zoning use, etc.): landsc:aolllQ
exhibits mature shrubs and olanlinas. Sublect is an interior 101 on the north side of Main Street There are no soparent easements.
encroachments soecial assellsmentll slide areas or ilIeaal or Ie 81 nonconfcrmina uses known.
GENERAL OfSCRlPTION EXTEfOOR DEscmPTlDN FOUNDATION BASEMENT
No. of Units One Foundation .Stone Slab ~_~ Area Sq, Fl. 536
No. 01 Stories 2.5 EKlerlor Walls Aluminum Crawl Space 30% % Finished 0%
TYlIe (Oet./AtI.) .Qeta~~ Roof Surface FG Shn I Basement 70% CeflIrTg Unfinished
Oeslgn (Slyle) 2,5-s~Q,!y'-"- Gullers & Ownspts. Alur\1lnum Sump Pump .tl~_ Walls Slone
Eklst/rlgJPrOfWsBd ExisUna Wlndvw Type DblHuna Oampneu No Evidence Floor Dirt
Age (Yrs.) J!:6 Storm/ScreenS Screens Setllement No Evidence Outside Entry No
Eliectlve A e Nrs.\ '15 Manufactured House Ne Infestation No Evidence
AOOMS , Fo er Livin Ojnin Kitchen Oen f~ Rm. Rec. RnL Bedrooms .t.~ Lwndrt
:- Base~f---_
I;ve/ 1 1
: l~Y~____. ___
_L~.__.
Finished area above "rade conlalns: 6 Rooms' 3 Bedroom s . 1 Bath/51: 1 534 Snuare Feet 0' Gtos.slMlJo Area
INTERIOR MaterialsfCondilion HEATING KITCHEN EQUIP. ATTIC AMENlTlES CAR STORAGE:
Floors JiY!d.JfeWin Ava Type HA RefrjgeralO1 ),) None 1..1 Fireplace(s)#_!,J None t><J
Walls Plster/Panel A"y'9. Fuel Oil Range!Oven [Xl Stairs M Pallo i] Garage
lrim/flnlsh }!food AY9... CondlUon Avo Disposal f] Drop Slalr 1 J Deck I:] Attached ~_
Bath Floor Car~t Avo COOliNG Dishwasher (XJ Scuttle ! --I Porth .frch:EncPch t><l Detached _~__
B,~ W""'lIl_VV""~__~yg c COO," c~-"""-- ',,,,"ood 1.1 Roo, M '00" ._c__ r .1 '"""'"
Doors WQod A'y9... 0I1w MIcrowave L) Heated I \ Pool l I Carport
I(~chen Floor: Vlnvl Ava Condition Ava WasherJl)rver ie'i Finished i . ( Laundrv Area - M Orlvewav
Addillonalleatures (special energy efllclenlllems, elc.): Dwellina a~s to be well maintained wilh good houseke!0!!g. Recelltlll)orovements
include a new hesl unit new slove, and new roof in past several vears. _
Condlllon ollt1e Improvements, depreclallon (physical, Junctional, and eKlemm), repairs needed, quallly 01 conslructlon, remodellng/addll1ons, etc,: ~ecl is a__
2,~~!!?!Y_1!'!Y~.f!.~mt:lg irU~y~r1!g~...2QI!fI.i!iQ.Il_EJ.'1Y~!9!'1~~!!9i!!ljQfl__Q.l;!~~_!g~~f!g~ll.c;!j!!Q!'L.f.!!.n.2tionli!t,~!!,~1 ~!!9.t:!~ll.c_~~ter~L .NQ.~_ _
adverse 10callonal features noted. The sublect prooertv and 8dioinln9~rtYlln the ~asl sjde are in disaareemen! oyer ![le_exact/ocstion 9(
the orooertv lin~ for the ou~se of this aporalsal the deed dimensi~ns are used and as;umed correct.
Adverse environmental condllions {such as, but not limlled 10, llalilrdoU$ wastes. toxic SubSMIlC6S, elc.) plestonl in ltJe Improvements, on lhe slle, or In the
immediate Ylclnlly 01 the SUbject property.: None Known - appraiser is not Qualified to deteg such substances. If lhe house is sol~mlte ar:!SL_
radon certifICations are suaoested. Houses built before 1978 mav COlltain lead base oaln!.
INSULATION
Rool_[-I
Celllng~M
Walts~!:XJ
Floor~(Xl
None~I_1
Unkno'NII.-.-- r- I
OIhM
J\[eaSQ,Ft
536
767
767
w/DA
3
#olcars
Freddie Mac FOfm 70 6193
PAGE 1 OF2
farnne Mae form 1004 6193
form UA2 - "TOTAl200D kK WimWws' appTi'isaJ soltwJlJe by a la mode, Inc. - 1-800-AlAMODE
r'
ESTIMATED SITE VALUE
ESTIMATED REPRODUCTION COST.NEW-OF IMPROVEMENTS:
O"1I11li1 1,534 Sq, Fl.@$ 67_5!L = $
536 Sq. FI. @$ ----.--1l:illL....- =
UNIFORM RESIDENTIAL APPRAISAL REPORT AloNo. 1-0709 R-3
= $ 20.000 Comments on Cost ApPfoach (such as, source of cost estimate, slle value,
square fool calculalloo alld IOf HUn, VA and FmHA, IlIe estimated remaining
economic life 01 the property):
Source of Costs: Marshall Valuation Service and local
Contractors.
103,54~
6.432
Gara!leJCarport .Sq.FI.@$.._- __~__
TolalEstlmaled Cost New '" $_~977
. less Physical Functional External
Depreciation _~lli 5.0001
Oepreclaled Value ot Improvements
"As-is" Value olSlle Improvemenls
INDICATED VALUE BY COST APPROACH
ITEM SUIIJECT
1733 Main Street
Address Mecha~icsbur
f'roxlrrLilYlQSubjecl
Sales Price
Price rossLlvi Area
Dalaand/or
VellflcationSource
VAlUE ADJUSTMENTS
SalesorFlnancinll
Concessions
Date Sal me 2-23-01 DOM 47
location E ual
leasehold/fee Slmole 1:88 Simple
SIte 43 560 SF
View E uat
Deslon and AO.l!eal 2.5-storv
QlJalitvafConstructlon Av
AlIe .~6 100
Condition Averagl:!~ ~ual
Above Grade ~;Bdrms: Baths TolaJ:Bdrms: Baths:
Room Count 6 3 1 4 2: 1
gross llvin!l.A[~ __. 1 534 Sa, Ft. J 128 Sa. Fl. :
Basement & Finished Storage Storage
- B~mtBQlovtGrade
~ F.!!.nJ;tlonal Wtlllly~t.Y~r~gl:!~__ _~yg
. Heatll!Q{~oolinL-...-_ OHN No CA QFAJ f'.jo CA
- ElJ!rgy!lflclenUtmDL_ .!n~~lallo~ ,Insulation
.Gmll~I!Qrt_ _None ,2 Car Gar
Porch, Pallo, Deck, WrpPrch;Lnd:EP Porch
lli:~~lJffi,------ None 1 FP
Fence. Pool etc. Fence'Shed None
None None
+
Estimated remainlno ecol}Q..f!lic life of th~.Q~~!!i!!g is 3~L
years.
-$
=$
$
37,9.~3
71,984
10 000
101,984
COMPARADLENO.1
1017 Forge Road
Jewisbefrv
4.74 miles
COMPARABLE NO. 2
637 lewisberry Road
New Cumberland
3.03 miles
COt.!e~f1A8LENO, 3
560 Old Quaker Road
lewisbE!:~rv
_ 1.95 miles
79500
87 425
110000
Inspection
70.48 rP
CPML, Courthouse, Realtor
69.381tJ
CPML, Courthouse, Realtor
78.57 r/J
CPML, Courthouse & Reallor
DESCRIPTION
Conventional
+ -SMust.
DESCRIPTION : +( lStdluSI.
Conventional
Seller's Helo
5.1.01 DOM 5
E ual
Fee Simole
-5 000 M35 SF
E ual
Ca Cod
A'
60+/-
E ual
Tolal- Bdrms Baths:
~-.:~----.i
1.lQQ..~,Ft.:
FamRm:Office '
~~SCRIPTION
Conventional
+HSAdlusl.
-2.425
+6,090
4-26-01 DOM 6
Eaual
Fee Sim~le
84 506 SF
Avo
2.5-510
A'
200+/-
Ava
Tolal:fu:!rms~i!!b!J
-.L~.~~
1400 So.Ft.:
Storage '
.10000
+4110
-5,000
+2.010
NetMIJ!218,l)_
Adjusted Sales Price
ol Com arable 75590 91 510
Comments on Sales Comparison (Including the subject property's compatibility to the neighborhood, elc.): ~~~~ ~~Q wer~.!!!J~~Qnab!y !!lrn~~~~!Y!I!__~~
.!!wetJjr!g~.Jhl!. sam..l!.r!~ighBQ[hood and subi~~L!~_reasor!!!~y_~m_i~_!!IT!~f1l!ies:__Ac:lj!:!~!!!!~n!!!.~~r~~sed .Q1Lf!l.!!r!<.~t!?!!r~~ljQ!!.!!f!Q/Qr___
.h!Qg!flenJ__The i!"!Q.i~ed v~!:!l!.!!!..}g~___Q!!L~e above arid extends fro[!!..iZt;i,t;i~.!Qj~1.t;i1Q,.._Thl!jr!dicaled marhel valu~!!.!!.!!!i!Jlaledto be~!!:._
than the_!:!I?~~!"!c:I.Qf the value ra!:!ge and al $84,000. .______
-6,goo_
+2,000
-2,000
., 000
OFAJ CA
lflsulatiQ!l
1 Car Gar
Porch
!'lo!le
None
None
-6.0QQ..
+2,000
-2000
+500
-5000
18.490
---rrEM- ~-SiJBjECT . COMPARABLE NO:J1 -~-""'-'C6MPARAaLENO'~J COMPARABLE NO. 3
Dale, Price and Dala Not Applicable Not Applicable Not Applicable Not Applicable
Source. lor (lIlorsales
wi!I!Ln vear ol,jI!Pl~IUL., _ _ .. _~____ . .
Analysis of any currenl agreement of sale, opllon, or llsllng 01 subjecl pro(lllnjandanalyslsofanyprlorselesolsublectandcomparableswIIhln one year of the dale of appraisal:
Ib~!l,l~Jt:l9tp~QP~rty j~.~.QVf'flt:lU'~l,l~q 2.5-!'!Q~YJi~ltIn.g. ._____~_________.. ._..______~___~.._,
_t-!Q..~dgr_~!iJt:I!..'!'Alhll"!_Cl!"!~_y~<!.r~,~_ __._.____________.___
INDICATED VALUE BY SALES COMPARISON APPROACH $
INDICATED VALUE BY INCOME APPROACH ~ A Ilcable Estimated Markel Rent N. o. x Gross Renl Mllltlller
Thls appraisal Is made subject to lhe repairs, alIerallons, Inspeclions or condillons listed belo w I sublecl to complelion per plans & specfficalions.
Conditions 01 ApptRlslll: . If.I?[Q~!!v Is sold,_ subject !Q.!~!!!~2!Q[Y.!!!!!!ite al1d radon certin~alion! with aQQf!!!!!!!.Y!!!!:!!'~!!~Q.~_gear te!!1.[Elsul~:_
!m;{l@ctlon~f.p.lQM!:tY..'!'!!!~~l,!!y...lll, 2oo1,~f~f!i'!l.!.Qate of.!!~[(!!lsalj~!:!n..E!.~L.~qQ.t_ .~_.__._..~__ _ __ _. _
Final Reconclllation: JmIt,lJf...!Qi_E!:!l!l!1_!!!!'!.~t d.ats was available to Drocess the Income A.QQ[q!Q.h.;Jh~.QQ~!~I?Q!'oachj!!,,9Qn~ere~!!~.i"t,l;~J!!'i--=___
check for this a{loralsal an~!'Jy~!!Lsets the up'per limit o! value. The Sales COITlp:arison Aooroach is deem~Q.m2.!!!.!eliabl~ and given Q!!!!'tesl
weiQht. Subiect and all 9Q!!}{!arable sales are localed In the West Shore School District.
The purpose 01 this appraisal Is 10 esUmate the market value 01 the r eal property thai Is the subjecl aflhis fllport, based on the above condlll onsandlhecertlflcatlon,contlngenl
and limiting condRloos, and market value dellnlllon thai are slaled In the attached Freddie Mac Form 439/FNMA form 10048 (Revised 6-93 ).
. I (WE) ESTIMATe THE MARKET VALUE, AS DEFINED, OFTHE REAL PROPERTY THAT IS THE SUBJECT OFTHIS REPORT, AS OF June 3, 2001
(WHICH ISTHE D NSPECTIOHANDTH FFECTIVE DATE OF THIS REPORTlTO BE $ 84~000
APPRAISER: . J SUPERVlSO APPRAISER ~Y U1RED):
Snature U~ Slnature _\.... !><lDld I"]DldNol
Name Sea an ASSistant to th~ a r Name Georoe C aus~RA Inspect Property
Date Reoort Slaned Julv 20 2001 Dale Re~Ig!led Julv 20 2001
State Certillcation # Slate Stale Certification -# General ADoraiser GA: 000233-L
OrStaleUcense-# Stale OrStatellcense-#
frelklJe Mac Form 70 6193 PAGE20F2
Form UA2 - 'TOTAL 2000 lor Windows. appraisal sottware by a la mode, Inc. -1-80G-ALAMODE
84,000
N
S!a!~ PA
State
Fannie Mae Form 1004 6.93
REV-1503 EX 'I- (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Meriam Yohe Ki1more
SSfl 168-14-3669
06/03/2001
2001-00564
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
Received from A11first Trust Company, Trustee for
Meriam Yohe Ki1more:
UNIT VALUE
VALUE AT DATE
OF DEATH
1
2,000 shares Allied Irish Bks P1c Spons ADS, CUSIP
{l019228402
43,700.00
2
845.158 shares ARK Funds Blue Chip Equity Portfolio,
CUSIP {l040711681
16,903.16
REV-1503 EX t (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETJ()( RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Meriam Yohe Kilmore
SSft 168 -14 - 3669
06/03/2001
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
DESCRIPTION
Received from Allfirst Trust Company, Trustee for
Meriam Yohe Ki1more:
2,000 shares Allied Irish Bks PIc Spons ADS, CUSIP
ftOl9228402
845.158 shares ARK Funds Blue Chip Equity Portfolio,
CUSIP #040711681
1,468.83 shares ARK Funds US Government Bond Portfolio,
CUSIP #040711475
Accrued Interest
1,631.009 shares ARK Funds Short Term Bond Portfolio,
CUSIP #040711483
Accrued Interest
$10,000 U. S. Savings Bond Series H
UNIT VALUE
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
TOTAL (Also enter on line 2. Recapitulation)
2001-00564
VALUE AT DATE
OF DEATH
43,700.00
16,903.16
14,291.72
3.68
16,310.09
3.95
10,000.00
101,212.60
Form REV-1503 EX (Rev. 1-97)
REV~ 1508 EX t (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Meriam Yohe Ki1more
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SS/I 168-14-3669
06/03/2001
FILE NUMBER
2001-00564
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Received from A11first Trust Company,
Trustee for Meriam Yohe Ki1more
ARK Money Market Balance as of
Date of Death
Less: Trustee's Fee to 6/3/01
Accrued Interest
VALUE AT DATE
OF DEATH
20,422.11
20,579.42
157.31
9.86
2
Insurance Premium Refund on Cancellation of Policy /lF141317
263.00
3
Internal Revenue Service
1999 Personal Income Tax Refund
3,321.00
4
Laboratory Corp of America - Refund
43.25
TOTAL (Also enter on line 5, Recapitulation) $ 24,059.22
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1509 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Meriam Yohe Ki1more
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSf! 168 -14 - 3669
06/03/2001
FILE NUMBER
2001-00564
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
Linda L. Ki1more
ADDRESS
1733 Main Street
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Daughter
B.
c.
JOINTLY-OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY "!o OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECD'S VALUE OF
account number or similar IdentifyIng number.
NUMBER TENANT JOINT Attach deed for Jointly-held reat estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 08/28/64 A11first Bank Checking 3,229.91 50.00% 1,614.96
Account #0051239078 - Date
of Death Value
!Accrued Interest 0.70 50.00% 0.35
TOTAL (Also enter on line 6, Recapitulation) $ 1,615.31
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1509 EX (Rev. 1-97)
:::i:S
':-1_
-'=) --
.~ .:
.::
... (
",1rjJ allfirst >
r--.
(
"-",c-..
08
/', -~~."'"'_i
:-l;~~
~ .As<svts
/
"":"--'.
~. ',,-'. -.' .~j'!;.'~ ;,
~"-''-
t
AllfimPiDaDdal Caller N.A.
p.o. Box900
MiIlsboro. DE 19966
August 3. 2001
PIIonc (302) 9J4.290!1
Fax (302) 9J4.29SS
Al1first Trust
213 Market Street
Harrisburg, PA 17101-2127
A TIN: (Mrs.) Mary Alice Rodgen
Re: Estate of Meriam Y. Kilmore
Social Security: 168-14-3669
Date of Death: June 3. 200/
Dear Sir or Madam:
Per your inquirY on July 17. 200 I. please be i1l!,.ised Ihzl ;tt tl,. time of de-dIh. the above-named decedent had on
deposit with this bank the following:
I. Type of Account Relationship Checking W/lnt
Accuunt Number 0051239078
Ownership (Names of) Meriam Y. Ki/more. Owner
Linda L Kilmore, Owner
Opening Dote 08/28/64
Balance on Date of Death $3.229.91
Accrued In/erest S .70
..
Total $3,23061
This letter does not include any accounts in which tire dec~ may have been listed as Power of Auarney,
Custodian of Uniform Transft:!rs. Representative Payee. or T11ISlef! UlltUr a WriUen Agreement.
For further account information, closures and/or reimbunemenl of funds refer to below branch:
FA[RV[EWOFF[CE
482 F[SH[NG CREEK ROAD
ETTERS. PA 173[9
717-255-2170
k~
-Sue Kimble
Assistantl
Cis Services. (302) 934-2909
REV-1510 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Meriam Yohe Ki1more
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
SSlt 168-14-3669
06/03/2001
FILE NUMBER
2001-00564
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM RELAt~8~~~!~ t~ b~~~5EPtl~:tNEJr4~lflT~E6F t~~~RSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Agreement of Trust dated
8/29/85 between A11first
Trust Company of PA, NA,
Trustee and Meriam Yohe
Ki lmore, Settlor.
Upon the death of Settlor
Trust Terminated and Assets
were distributed to Personal
Representative of the Estate.
See Schedules Band E.
TOTAL (Also enter on line 7, Recapitulation) S 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Meriam Yohe Kilmore
SS{I 168-14-3669
06/03/2001
FILE NUMBER
2001-00564
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Cocklin Funeral Home, Inc. - Funeral Expense 7,235.88
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions 10,517.64
Name of Personal Representative(s) Allfirst Trust Company of PA, NA
Social Security Number(s) I E1N Number of Personal Representative(s)
Street Address 213 Market Street
City Harrisburg State PA Zip 17101
-
Year(s) Commission Paid:
2. Attorney's Fees Johnson, Duffie, Stewart & Weidner 7,888.23
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 302.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - Cost of Advertising and Proof of 75.00
Publication
2 George C. Clauser, SRA - Appraisal Fee - 1733 Main Street, 275.00
Mechanicsburg
3 Hartman & Associates, Inc. - Surveying Expense for 1733 Main St. , 1,700.00
Mechanicsburg
4 Johnson, Duffie, Stewart & Weidner - Filing and Recording Deed 26.50
Fees
Total of Continuation Schedule(s) 1,312.80
TOTAL (Also enter on line 9, Recapitulation) $ 29,333.05
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
Estate of: Meriam Yohe Kilmore
Soc See #: 168-14-3669
Date of Death: 06/03/2001
Continuation of Schedule H-B4
(Probate Fees)
Item
/1
Description
Amount
1
Cumberland County Register of Wills - Probate Fee and Letters
302.00
302.00
Estate of: Meriam Yohe Ki1more
Sac See #: 168-14-3669
Date of Death: 06/03/2001
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
#
Description
Amount
5
Mary Ann Prior, Treasurer - School Real Estate Taxes
1,029.07
6
Patriot News - Cost of Advertising and Proof of Publication
236.34
7
Seabury & Smith, Inc. - Liability Insurance
47.39
1,312.80
REV-1512 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
lNHERITANCETM RETURN
RESIDENT DECEDENT
ESTATE OF
Meriam Yohe Kilmore
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS/! 168 -14 - 3669
06/03/2001
FILE NUMBER
2001-00564
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Associated Cardiologists - Medical Expense
AMOUNT
10.26
2
Internists of Central PA, Ltd - Medical Expense
6.43
3
Manor Care Health Services - Nursing Home Expense
603.26
4
Mobile XRay Imaging, Inc. - Medical Expense
28.45
5
Neighborcare Pharmacy - Medical Expense
335.42
TOTAL (Also enter on line 10, Recapitulation) S 983.82
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1~97)
REV.1513 EX t (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETI4X. RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Meriam Yohe Ki1more
SSfl 168-14-3669
06/0312001
NUMBER
I.
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(aX1.Z)]
Linda K. Schreiner
now Linda Lou Kilmore
1733 Main Street
Mechanicsburg, PA 17055
1
Daughter
FILE NUMBER
2001-00564
AMOUNT OR SHARE
OF ESTATE
Entire Residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
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11last Bill aub Wtstamtut
OF
MERIAM Y. KILMORE
I, MERIAM Y. KILMORE, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
..
I give and bequeath my household and personal effects and other tangible personalty of
like nature (not including cash or securities), together with any existing insurance thereon, unto
my daughter, LINDA K. SCHREINER, provided she survives me.
ARTICLE III
I give, devise and bequeath all the rest, residue and the remainder of my estate, of
whatsoever nature and wheresoever situate, unto my daughter, LINDA K. SCHREINER,
>
,
provided that should she predecease me, I give, devise and bequeath the same unto her then-living
issue, per stirpes.
ARTICLE IV
In the event that any beneficiary of my Will shall not have reached the age of twenty-one
(21) years at the time for distribution of his or her share, distribution of said share may be made in
the discretion of my Executor after considering the age and needs of the beneficiary, either directly
to the beneficiary or to a Custodian under the Pennsylvania Uniform Transfers to Minors Act, 20
Pa. C.S.A S 5301 et seq., or the applicable Uniform Gifts to Minors Act or Uniform Transfers to
Minors Act in the state of residence of such beneficiary as the case may be. My Executor may
designate as such Custodian any institution or person, including my Executor, qualified to act as a
Custodian for such beneficiary under such Act in effect at the time such distribution is made. A
receipt for any payment or distribution so made shall be a full discharge therefor to my Executor,
who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter.
ARTICLE V
I name, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Executor of this my Last Will and Testament. I c;lirect that no fiduciary appointed herein shall be
required to post bond for the faithful administrstion of the duties required in any jurisdiction.
IN WITNESS WHEREOF'A have hereunto set my hand and seal to this, my Last Will
and Testament, this (?T!J..-day of ~ ,1999.
?{J:5:::j ~
RIAM . KILMORE
(SEAL)
2
,.
-...----
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence
of each other, have hereunto subscnoed our names as witnesses.
ar~/ 0- )j1ti~d~
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLV ANlA
: SS.
COUNTY OF CUMBERLAND
We, MERIAM Y. KILMORE,
Rv'/f... A-W", /Uc/'u( {k2/.1
fttml(/l:r I/-- iuc~oc,{'.;J
and
, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrwnent, being first duIy sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the instrwnent as her Last Will
and that she had signed willingly and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at
that time eighteen years of age or older, of sOlmd mind and under no constraint or undue influence.
~v~~i~
RIAM . KILMORE
~~a}!I;!z';'--f,
ltness
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4411..i.lr - /1'/tf/t1,(tRJ'l-A-
Witness
Subscribed, sworn to and acknowledged before me
Testatrix, and ~ Ie; It ;1-. We €?c 11 '7 cJ and
witnesses, this I 7 [!l day of J U>v- , 1999,
by MERIAM Y. KILMORE,
p,(/ff, ItVtt.. W( ~4( (I~",
~!ls~
Pennsylvania Attorney LD, No. 20558
4
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COMMONWEALTH OF PENN5YLV ANIA
: 55.
COUNTY OF CUMBERLAND
. ,-J, -f
On this the J:.J!.. day of '\ Ufl.R. , 1999, before me, the undersigned officer
-
personally appeared Edmund G. Myers, Attorney LD. No. 20558, known to me (or satisfactorily
proven) to be a member of the highest court of Pennsylvania and certified that he was personally
present when the foregoing acknowledgment and affidavit were signed by the Testatrix and
witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Jf)iJjA1X, ~/0J
Notary Public ~ .
My Commission Expires:
NOTARIAL SEAL
DAWN L MAYKO, Notary Public
temoyne Borough Cumberland Co.
I My Ccim1IssIolI expires Mar. 19. 2001
(SEAL)
..
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Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Meriam Yohe Ki1more
No. 2001-00564
also known as
Date of Death 06/03/2001
,Deceased Social Security No. 168 -14 - 3669
A11first Trust Company of PA, NA,
Personal Representative(s) of the above Estate, deceased, verify that the items 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. I f\Ne verify that the statements made in this Inventory are true and correct. If\Ne understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
Personal Representative
Johnson, Duffie, Stewart & Weidner
Edmund G. Myers
Signature:
.vue /n~~
A11first Trust Company of PA, NA
I.D. No.:
20558
Signature:
Address:
301 Market Street P. O. Box 109
Address:
213 Market Street
Lemoyne, FA 17043-0109
Harrisburg, FA 17101
Telephone:
717/761-4540
Telephone:
717/255-2051
/j.;J.S/tJ /
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
210,352.82
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.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems,lnc.
FormflRW-7 (1992)
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.1
INVENTORY
Estate of:
Date of Death:
County:
Meriam Yohe Kilmore
06/03/2001
Cumberland
CASH:
Received from Allfirst
Trust Co., Trustee for
Meriam Yohe Kilmore
ARK Money Market Portfolio
Balance as of Date of Death -
$20,579.42
20,422.11
Less Trustees Fee
to 6/3/01 $
Accrued Interest
157.31
9.86
Farmers & Traders Life
Insurance Co. - Life
Insurance Proceeds
1,081.00
Insurance Premium Refund on
Cancellation of Policy
#F141317
263.00
Internal Revenue Service -
1999 Personal Income Tax
Refund
3,321.00
Laboratory Corp of America -
Refund
43.25
25,140.22
STOCKS/LISTED:
2,000.000 shares Allied Irish Bks PIc
Spons ADS
43,700.00
845.158 shares ARK Funds Blue Chip
Equity Portfolio
16,903.16
1,468.830 shares ARK Funds US Government
Bond Portfolio
Accrued Interest
14,291.72
3.68
1,631.009 shares ARK Funds Short Term
Bond Portfolio
Accrued Interest
16,310.09
3.95
91,212.60
1
,.
Estate of:
Date of Death:
County:
Meriam Yo he Kilmore
06/03/2001
Cumberland
BONDS:
$10,000 U. S. Savings Bond
Series H
10,000.00
REAL ESTATE/PA:
1733 Main Street,
Mechanicsburg, PA
84,000.00
TOTAL RECEIPTS OF PRINCIPAL...............
2
10,000.00
84,000.00
210,352.82
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
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RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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ALLFIRST TRUST CO OF PA NA
C/O SUE MAUERY
213 MARKET STREET
HARRISBURG, PA 17101
____un fold
ESTATE INFORMATION: SSN: 168-14-3669
FILE NUMBER: 2101-0564
DECEDENT NAME: KILMORE MERIAM Y
DATE OF PAYMENT: 01/29/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/03/2001
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ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $925.66
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TOTAL AMOUNT PAID:
REMARKS: ALLFIRST TRUST CO OF PA NA
C/O SUE MAUERY
CHECK# 20278890
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$925.66
MARY C. LEWIS
REGISTER OF WILLS
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\or / (--, '.-'<>r~_ ~-~ ..-/ C:_'_~_
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~.-. :
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-11-2002
KILMORE
06-03-2001
21 01-0564
CUMBERLAND
101
SUE MAUERY
ALLFIRST TR CO
213 MRKET ST
HBG
'02 fiA:) 18 D?'l 7
1\ . "'_ "
OF PA
'*
REY-1547 EX AFP [01-02>
MERIAM
Y
l.~.i:;
(Mril,UQI-1183
Allount Renitted
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 :is47-Ex--AFP--foY:02Y-NoYicE-oF-YNHEifiTAifcE-T'Ax-A-PPRjrisEifiNT~--ALi-oWAi,icE-(fR------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KILMORE MER lAM Y FILE NO. 21 01-0564 ACN 101 DATE 03-11-2002
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 Abb returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount 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
.00 X 00 = .00
180,570.26 X 045 = 8,125.66
.00 X 12 = .00
.00 X 15 = .00
(19)= 8,125.66
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)
84.000.00
101.212.60
.00
.00
24.059.22
1.615.31
.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 Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
29,333.05
983.82
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paynent.
210,887.13
(11)
(12)
(13)
(14)
30.316 87
180,570.26
.00
180,570.26
,TAX CREDITS: {+J
."".."'.... AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-22-2001 CDOOO187 360.00 6,840.00
01-29-2002 CDOO0812 .00 925.66
TOTAL TAX CREDIT 8,125.66
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 Df decedents dying Dn Dr befDre December lZ, 198Z -- if any future interest in the estate is transferred
in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr
life Dr fDr years, the CDmmDnwealth hereby expresslY reserves the right tD appraise and assess transfer Inheritance Taxes
at the lawful Class B (cDllateral) rate Dn any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
TD fulfill the requirements Df SectiDn Zl40 Df the Inheritance and Estate Tax Act, Act Z3 Df ZOOO. (7Z P.S.
SectiDn 9140).
Detach the tDp pDrtiDn Df this NDtice and submit with YDur payment tD the Register Df Wills printed Dn the reverse side.
--Make check Dr mDney Drder payable tD: REGISTER OF HILLS. AGENT
A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an "ApplicatiDn
fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available at the Office
Df the Register Df Wills, any Df the Z3 Revenue District Offices, Dr by calling the special Z4-hDur
answering service fDr fDrms Drdering: 1-800-36Z-Z050; services fDr taxpayers with special hearing and I Dr
speaking needs: 1-800-447-30Z0 (TT Dnly).
Any party in interest nDt satisfied with the appraisement, allDwance, Dr disallDwance Df deductiDns, Dr assessment
Df tax (including discDunt Dr interest) as shDwn Dn this NDtice must Dbject within sixty (60) days Df receipt Df
this NDtice by:
--written prDtest tD the PA Department Df Revenue, BDard Df Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR
--appeal tD the Orphans' CDurt.
Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue,
Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
PhDne (717) 787-6505. See page 5 Df the bDDklet "InstructiDns fDr Inheritance Tax Return fDr a Resident
Decedent" (REV-1501) fDr an explanatiDn Df administratively cDrrectable errDrs.
If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (5X) discDunt Df
the tax paid is allDwed.
The 15X tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt
paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. This nDn-participatiDn
penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest
that has been assessed as indicated Dn this nDtice.
Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df
death, tD the date Df payment. Taxes which became delinquent befDre January 1, 198Z bear interest at the rate Df
six (6%) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after
January 1, 198Z will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Department Df Revenue. The applicable interest rates fDr 198Z thrDugh ZOOZ are:
Year Interest Rate Daily Interest FactDr Year Interest Rate Daily Interest FactDr
198Z ZO% .000548 199Z 9X .000Z47
1983 16X .000438 1993-1994 n .00019Z
1984 llX .000301 1995-1998 9X .000Z47
1985 13% .000356 1999 n .00019Z
1986 lOX .000Z74 ZOOO 8X .000Z19
1987 9X .000Z47 ZOOI 9X .000Z47
1988-1991 llX .000301 ZOOZ 6X .000164
--Interest is calculated as fDIIDws:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (IS) days
beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the
NDtice, additiDnal interest must be calculated.
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0564
ESTATE OF MERIAM Y. KILMORE, DECEASED
-------------------------------------
-------------------------------------
FIRST AND FINAL ACCOUNT OF
Allfirst Trust Company of Pennsylvania, NA, Executor
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
Date of Death:
June 3, 2001
June 15, 2001
July 6, 2001
June 3, 2001 to
May 23, 2002
Date of Executor's Appointment:
Date of First Advertisement of Letters:
Accounting for the Period:
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
Purpose of Account: Allfirst Trust Company of Pennsylvania, NA, Executor,
offers this account to acquaint interested parties with the transactions that
have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Allfirst Trust Company of Pennsylvania, NA
213 Market Street
Harrisburg, PA 17101-2127
(717) 255-2051
Or
Edmund Myers
Johnson, Duffie, Stewart & Weidner
POBox 109
Lemoyne, PA 17043
(717) 761-4540
SUMMARY OF ACCOUNT
Estate of Meriam Y. Kilmore, Deceased
For Period of 06/03/2001 through OS/23/2002
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts:
Per Inventory Filed 3-4
This Account 4
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Reserves
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings 10
INCOME
Receipts:
This Account
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
Page
15
5
6
6
6-7
7
7
8
9
11-12
13
14
2
Current
Value
Fiduciary
Acquisition
Value
92,026.81 84,011.36
--------------- ---------------
--------------- ---------------
1,998.64
7,235.88
3,722.30
7,765.66
18,905.87
210,352.82
7.16
(220.27)
210,139.71
39,628.35
170,511.36
86,500.00
84,011.36
3,796.32
0.00
3,796.32
229.69
3,566.63
3,566.63
0.00
84,011.36
---------------
---------------
RECEIPTS OF PRINCIPAL
AS PER INVENTORY AS FILED 1/24/02:
CASH:
ARK Funds US Government Bond
Portfolio - Accrued Interest
ARK Money Market Portfolio -
received from Allfirst Trust
Co. of PA, NA, Trustee for
Meriam Yohe Kilmore
ARK Money Market Portfolio -
Accrued Interest
ARK Funds Short Term Bond
Portfolio - Accrued Interest
Farmers & Traders Life
Insurance Co. -
Life Insurance Proceeds
Insurance Premium Refund on
Cancellation of Policy #F141317
Internal Revenue Service -
1999 Personal Income Tax Refund
Laboratory Corp of America -
Refund
STOCKS/LISTED:
2,000 shares Allied Irish Bks PIc
Spons ADS
845.158 shares ARK Funds Blue Chip
Equity Portfolio
1,468.83 shares ARK Funds US Government
Bond Portfolio
1,631.009 shares ARK Funds Short Term
Bond Portfolio
3
3.68
20,422.11
9.86
3.95
1,081.00
263.00
3,321.00
43.25
43,700.00
16,903.16
14,291.72
16,310.09
Fiduciary
Acquisition
Value
25,147.85
91,204.97
BONDS:
06/03/01
$10,000 U. S. Savings Bonds
Series H 4% due 3/1/04
REAL ESTATE/PA:
06/03/01
1733 Main Street,
Mechanicsburg, PA -
Appraised Value
CASH SUBSEQUENT TO INVENTORY:
01/30/02
Master Trust Policy -
Insurance Premium Refund for
Casualty Coverage
10,000.00
84,000.00
7.16
TOTAL RECEIPTS OF PRINCIPAL...............
4
10,000.00
84,000.00
7.16
210,359.98
10/01/01
03/15/02
04/02/02
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain
$10,000 U. S. Savings Bonds
Series H 4% due 3/1/04
Net Proceeds
Fid. Acq. Value
10,000.00
10,000.00
0.00
511.771 shares ARK Funds Short Term
Bond Portfolio
Net Proceeds
Fid. Acq. Value
5,000.00
5,117.71
410.256 shares ARK Funds Short Term
Bond Portfolio
Net Proceeds
Fid. Acq. Value
4,000.00
4,102.56
TOTAL GAINS AND LOSSES/PRINCIPAL...... . . . . .
LESS LOSS.............................
0.00
220.27
NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . .
(220.27)
5
Loss
117.71
102.56
220.27
06/25/01
07/03/01
07/06/01
07/09/01
07/10/01
04/02/02
04/08/02
04/08/02
07/13/01
06/13/01
06/26/01
07/23/01
08/02/01
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
Associated Cardiologists -
Medical Expense
10.26
Internists of Central PA, Ltd -
Medical Expense
6.43
Mobile XRay Imaging Inc. -
Medical Expense
28.45
Manor Care Health Services -
Nursing Home Expense
603.26
Neighborcare Pharmacy -
Pharmaceuticals
335.42
Quantum Imaging & Therapeutic Assoc -
Medical Expense
3.82
Internal Revenue Service -
2001 Personal Income Tax Balance Due
132.00
Pennsylvania Dept of Revenue -
2001 Personal Income Tax Balance Due
879.00
TOTAL DEBTS OF DECEDENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FUNERAL EXPENSES
Cocklin Funeral Home, Inc -
Funeral Expense
7,235.88
TOTAL FUNERAL EXPENSES..............................
ADMINISTRATION EXPENSES
Cumberland County Register of wills -
Cost to Probate and Letters
302.00
Cumberland Law Journal -
Cost of Advertising and
Proof of Publication
75.00
The Patriot-News -
Cost of Advertising and
Proof of publication
236.34
George C. Clauser, SRA -
Appraisal Expense for 1733
Main Street, Mechanicsburg
275.00
6
1,998.64
7,235.88
08/13/01
08/14/01
08/22/01
12/19/01
01/24/02
08/20/01
01/24/02
Hartman & Associates, Inc -
Surveying Expense for 1733
Main Street, Mechanicsburg
1,700.00
Mary Ann Prior, Treasurer -
Real Estate Taxes - School R/P Tax
1,029.07
Seabury & Smith, Inc. -
Liability Insurance Premium
47.39
Johnson, Duffie, Stewart & Weidner -
For costs advanced to record
deed conveying title to
1733 Main St., Lisburn from
Allfirst Trust Co of PA, NA,
Executor to Linda Kilmore
26.50
Cumberland County Register of wills -
Cost to File Inventory and
Inheritance Tax Return
31.00
TOTAL ADMINISTRATION EXPENSES. . . . . . . . . . . . . . . . . . . . . . .
FEDERAL AND STATE TAXES
Cumberland County Register of wills - 6,840.00
Payment on PA State Inheritance Tax -
Less: 5% Discount ($7,200 -$360 = $6,840)
Cumberland County Register of wills - 925.66
Balance of PA State Inheritance Tax
TOTAL FEDERAL AND STATE TAXES.......................
RESERVES
Allfirst Trust Company of PA, NA -
Executor's Fee
10,517.64
Cumberland County Register of wills -
Filing Fees
500.00
Johnson, Duffie, Stewart & Weidner -
Attorney's Fee
7,888.23
TOTAL RESERVES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TOTAL DISBURSEMENTS OF PRINCIPAL....................
7
3,722.30
7,765.66
18,905.87
39,628.35
Linda K. Schreiner,
N/K/A Linda Kilmore
11/27/01
04/04/02
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
1733 Main Street,
Mechanicsburg, PA -
distributed in kind
84,000.00
Cash Distribution
2,500.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
8
86,500.00
86,500.00
PRINCIPAL BALANCE ON HAND
# Units Description
ARK Money Market Portfolio
2,000 Allied Irish Bks Plc Spons ADS
845.158 ARK Funds Blue Chip Equity Portfolio
1,468.83 ARK Funds US Government Bond
Portfolio
708.982 ARK Funds Short Term Bond Portfolio
9
Current Value
or as Noted
2,026.66
55,100.00
13,623.95
14,321.09
6,955.11
Fiduciary
Acquisition
Value
2,026.66
43,700.00
16,903.16
14,291.72
92,026.81 84,011.36
7,089.82
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
$10,000 U. S. Savings Bonds
Series H 4% due 3/1/04
06/03/01
10/01/01
inventoried
sold
10,000.00
(10,000.00)
0.00
1733 Main Street, Mechanicsburg, PA
06/03/01
11/27/01
inventoried
distributed in kind
84,000.00
(84,000.00)
0.00
Allied Irish Bks PIc Spons ADS
06/03/01
2,000 shares inventoried
43,700.00
2,000
43,700.00
ARK Funds Blue Chip Equity Portfolio
06/03/01
845.158 shares inventoried
16,903.16
845.158
16,903.16
ARK Funds US Government Bond
Portfolio
06/03/01
1,468.83 shares inventoried
14,291.72
1,468.83
14,291.72
ARK Funds Short Term Bond Portfolio
06/03/01
03/15/02
04/02/02
1,631.009 shares inventoried
(511.771)shares sold
(410.256)shares sold
16,310.09
(5,117.71)
(4,102.56)
708.982
7,089.82
10
RECEIPTS OF INCOME
DIVIDENDS
Allied Irish Bks Plc Spons ADS
09/28/01
04/26/02
557.60
999.20
ARK Funds Blue Chip Equity Portfolio
07/02/01
10/01/01
01/02/02
04/01/02
7.35
11. 58
6.59
6.15
TOTAL DIVIDEND INCOME.....................
INTEREST
$10,000 U. S. Savings Bonds
Series H 4% due 3/1/04
09/04/01
ARK Funds US Government Bond Portfolio
07/02/01
08/01/01
09/04/01
10/01/01
11/01/01
12/03/01
01/02/02
02/01/02
03/01/02
04/01/02
05/01/02
36.77
65.43
64.75
61. 78
64.13
63.13
62.98
61.16
57.99
60.35
59.80
ARK Money Market Portfolio
07/02/01
08/01/01
09/04/01
10/01/01
11/01/01
12/03/01
23.62
48.72
26.30
9.13
32.76
32.59
11
1,556.80
31.67
1,588.47
200.00
658.27
01/02/02
02/01/02
03/01/02
04/01/02
05/01/02
ARK Funds Short Term Bond Portfolio
07/02/01
08/01/01
09/04/01
10/01/01
11/01/01
12/03/01
01/02/02
02/01/02
03/01/02
04/01/02
05/01/02
28.42
26.12
21. 88
26.68
30.51
39.49
69.98
67.86
66.27
65.65
59.68
59.13
54.65
46.01
42.97
23.75
TOTAL INTEREST INCOME.....................
OTHER INCOME
Allfirst Trust Company of PA, NA,
Trustee for Meriam Y. Kilmore
07/05/01
Income 6/4 - 6/30/2001
Farmers & Traders Life Insurance Co.
07/23/01
Interest on Life Insurance Proceeds
Internal Revenue Service -
Interest on 1999 Personal Income Tax Refund
10/19/01
TOTAL OTHER INCOME........................
TOTAL RECEIPTS OF INCOME..................
12
306.73
595.44
1,760.44
88.75
6.96
351.70
447.41
3,796.32
08/20/01
08/20/01
OS/23/02
DISBURSEMENTS OF INCOME
Transfer To Principal -
Accrued Dividend on ARK Fds
US Government Fund
3.68
Transfer To Principal -
Accrued Dividend on ARK Fds
Short Term Bond Fund
3.95
Allfirst Trust Company of PA, NA -
Commission on Income
222.06
TOTAL DISBURSEMENTS OF INCOME..................
229.69
13
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
Linda K. Schreiner,
N/K/A Linda Kilmore
-------------------
12/10/01 Income Distribution 1,992.76
01/10/02 Income Distribution 147.68
02/11/02 Income Distribution 133.42
03/11/02 Income Distribution 118.33
04/10/02 Income Distribution 127.98
05/10/02 Income Distribution 1,046.46
--------------
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
14
3,566.63
3,566.63
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
# Units
Linda K. Schreiner,
N/K/A Linda Kilmore
2,000 shares Allied Irish Bks Plc
Spons ADS - As per Article III
of the Last will and Testament
of Meriam Y, Kilmore, Deceased
845.158 shares ARK Funds Blue Chip
Equity Portfolio - As per
Article III of the Last will
and Testament of Meriam Y,
Kilmore, Deceased
1,468.83 shares ARK Funds US Government
Bond Portfolio - As per
Article III of the Last will
and Testament of Meriam Y,
Kilmore, Deceased
708.982 shares ARK Funds Short Term
Bond Portfolio - As per
Article III of the Last will
and Testament of Meriam Y,
Kilmore, Deceased
ARK Money Market Portfolio -
Residual Principal Cash as per
Article III of the Last will
and Testament of Meriam Y.
Kilmore, Deceased
Current Value
or as Noted
55,100.00
13,623.95
14,321.09
6,955.11
2,026.66
Fiduciary
Acquisition
Value
43,700.00
16,903.16
14,291.72
7,089.82
2,026.66
92,026.81 84,011.36
92,026.81 84,011.36
15
AFFIDAVIT
Allfirst Trust Company of Pennsylvania, NA, Executor under the Last
will and Testament of MERIAM Y. KILMORE, deceased, hereby declares under oath
that it has fully and faithfully discharged the duties of its office; that the
foregoing Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims
against the estate have been paid in full; that, to its knowledge, there are no
claims now outstanding against the Estate; that all taxes presently due from the
estate have been paid; and that more than four months have elapsed since the
first complete advertisement of the granting of letters in this estate.
Allfirst Trust compa~ ~~, NA, Executor
Subscribed and sworn to
before me this r]<+k.... day
of ~ ,2002.
~~W~
Notary Public
Notarial Seal
Deanna L. Wells. Notary Public
Harrisburg. Dauphin County
My Commission Expires Dec. 6. 2004
Member. Pennsylvania ASSOCiation 01 Notaries
16
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PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Meriam Y. Kilmore
Date of Death: 6-3-01
Estate No.:
21-01-0564
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3.
If the answer to No. I is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes x No
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Did the personal representative state an account informally to the parties in
interest? Yes No
Copies of receipts, releases. joinders and approvals of fomlal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
(date)
B.
c.
D.
Date:
~/f/()~
Allfirst Trust Company of Pennsylvania, NA
Executor of the Estate of Meriam Y. Kilmore
BY: x:Jf..(.L /YJ a~ ~ e.~
Signature Vice President and Trust Officer
Sue Mauery, Vice President and Trust Officer
Name (Please type or prim)
P.O. Box 2961, Harrisburg. PA 17105
Address
(MAH: rrntJ AM3 )
717 255-2051
Telephone No.
caDaCln-
_. -
[-'ersondiKeoresen LaIi ~ie
Counse 1
F'ersocal RcpfcSeflL.1U lit.
R.W.-58
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone : (717) 240-6345
?OSS
Date : 3/16/2015Qt�fH",f,5' ('rr - T
WALLET DEBRA K ►,t r i " `
24 N 32ND STREET
CAMP HILL, PA 17011
RE: Estate of MYERS DOROTHY W
File Number: 2007-00564
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6 . 12 is due on the below listed
date.
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 is due by: 4/13/2015
Please feel free to contact this office with any questions you may
have . If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Lisa M. Grayson, E
Clerk of the Orphans ' Court