HomeMy WebLinkAbout08-09-06
REV-1500 EX + (6-00;
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 -05 9 4 8
cou'NhCODE ---yE;A~ - - NUM'B'ER- -
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
SOCIAL SECURITY NUMBER
2 0 0 - 2 2 - 5 3 1 7
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
I-
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C
Keck Sf. Earl J.
DATE OF DEATH (MM-DD-Year)
DAT~ OF BIRTH (MM-DD-Year)
o 3. Remainder Return Idate of death pnor to 12-13-82)
o 5. Federal Estate Tax Return Required
2- 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
10/16/2005 07'14/1926
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Wa me F. Shade, Esquire 53 West Pomfret Street
FIRM NAME (If Applicable)
(1)
(2)
(3)
(4)
(5)
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1 Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietor~ hip
4. Mortgages & Notes Receivable (Schedule D)
5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
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[XJ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o L Supplemental Return
o 4a Future Interest Compromise (date of death after 12-12-82)
o 7 Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
PA 17013
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TW,PHONE NUMBER
717 -243-0220
Carlisle
99,277.36
OFFICIAL USE ONLY
46,779.88
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Prop"rty (7)
(Schedule G or L)
(8)
146:,057.24
e, 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)
1'1 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 Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
'19 Tax Due
0.00 X _(15)
118,947.08 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
25,687.15
1,423.01
'-.-.'
(11)
(12)
(13)
27,110.16
118,947.08
16 Amount of Line 14 taxable at lineal rate
(14)
118,947.08
17 Amount of Line 14 taxable at sibling rate
0,00
5,352.62
0.00
0.00
5,352.62
'\
~
',8 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 < <
Decedent's Complete Address:
STREET ADDRESS
132 Goodyear Road
STATE ZIP
PA 17015
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
5,352.62
5.000.00
26:\.15
Total Credits (A + 8 + C)
(2)
5,26315
3. Interest/Penalty if applicable
D. Interest
E. Penalty
T otallnterestlPenalty ( D + E ) (3)
4. If Line 2 is ~Ireater than Line 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)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
89.47
89.47
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes No
a. retain the use or income of the property tr3nsferred; ............ ........... ....... ........ .... ..... ...... ....... ...... ........ D !z]
b. retain the right to designate who shall USE the property transferred or its income; ....................................... D !z]
c. retain a reversionary interest; or ........... ......... ............................ .. ...... ..... ........ ..... ...... ........... ....... D !z]
d. receive the promise for life of either payments, benefits or care? ............................................................. D !z]
2 If death occurred after December 12, 1982, d d decedent transfer property within one year of death
without receiving adequate consideration?... ..... ....................... ...... ...... ....... ............... ......... ....... D !z]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D !z]
4. Did decedent own an Individual Retirement A~count, annuity, or other non-probate property which
contains a beneficiary designation? ............ .......................................................................................... D !z]
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. I declare that I have examined this return. including acco npanYlng 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 ~II inform ,tion of which preparer has any knowledge.
SIGNATURE OF PERSON RESPON ISLE Fq FI N DATE
ADDRESS
PA 17013
DATE
~q;,d-CO.c
PA 17013
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 PS S9116 I:a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate impo:;ed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse frorn tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a decea~ed child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. S9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the u~e of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 PS S9116(1.2) [72 PS. s9116(a)(1)]
The tax rate imposed on the net value of transfers to or for the u~e of the decedent's siblings is 12% [72 PS. S9116(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 bv blood or adoption.
REV-1502 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Keck Sr.. Earl J. 21 05 948
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, r either being compelled to buy or sell. both having reasonable knowledge of the relevant facts.
Real orooertv which is iointlv. owned with riaht of survivorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
Net proceeds of sale of house ard lot of ground known and numbered as 132 Goodyear
Road, Carlisle, Cumberland County, PA
VALUE AT DATE
OF DEATH
99,277.36
TOTAL (Also enter on line 1, Recapitulation) $
99,277.36
(If morp 'n~r.p i, npprlprl in,prt ~rlrlitinn~1 ,hppt, nf thp ,~mp ';7P\
HUD SETTLEMENT STATEMENT
Page 1
U . ... _ .
This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the
settlement agent are shown. Items marked (POC) were paid outside closing and are not included in the
totals.
INAME OF BUYER:
lSteven W. Johnson
-iNAMEOFS1:{LER:- -
!Estate of Earl J. Keck, Sr.
U_ -- [COAt-ITYP-E: - - -
, Conventional/Fixed
Loan No. 11539616
_."__ _~_______..m__.____._._ .._
SETTLEMENT AGENT:
WAYI\lE F. SHADE, ESQUIRE
53 W::ST POMFRET STREET
_ (:;6I3:L IShs.PI;N!'J_S'{L VANIA 17Q13
1----...-- ....... - -.----------..
iTITLE INS. NO.:
Ip143-433
IISETIL.EMENTbA TE:
6-Jun-2006
,
LENDER:
M& T Mortgage Corporation
iPROPERTY LOCATION:
! 132 Goodyealr Road
IWest Pennsboro Township
'Carlisle, PA 17013
'SUMMARY OF BUYER'S TRANSACTION:
I ~ ~~ g~~~~t~~~sU~~~UEFROM-BUYE'tl
11 02 Personal property
'103 Settlement charges to buyer
(from line '1400)
104
105 _ _ n_ _ _u_ _____ J
,ADJUSTMENTS FOR ITEMS PAID
BY SELLER IIN ADVANCE:
. .__0.0
106 Countyllocal taxes
6-Jun-2006 to
1 07 School taxes
.6-Jun-2006 to
1 08 Assessments
109
110
120 GROSS AMOUNT FROM BUYER
. -- _.._._"..~. -..-.. - ..- ------ --------~---
AMOUNTS PAID BY OR FOR BUYER:
201 Deposit lOr earnestmoney---------- --I -
202 Principal amount of loans
,203 Existing loans assumed
204 Gift of Equity
;205
CREDITS TO BUYER FOR
ITEMS UNPAID BY SELLER:
206 County/local taxes I
'1-Jan-2006 to 6-Jun-2006 I
207 School taxes I
1-Jul-2005 to 6-Jun-2006!
208 Assessments I
209 i
210 . I
220 TOTAL AMOUNTS PAID ' I
BY OR FOR BUYER i
300 CASH REQUIRED FROM OR PAYABLE
TO BUYEIR AT SETTLEMENT:
301 Gross amount due from buyer
(from line '120)
302 Less amounts paid by or for buyer
(from line 220)
303 CASH FROM (TO) BUYER:
---= ~r~M~:~lsb:JJbS~~~I-~~Ngta]~t":
L____________________ ----- - .. - - --- -
116,000.00 i401 Contract sales price - - - -
[402 Personal property
1403
5,466.05, 1404
ADJUSTMENTS FOR -rrEMS PAID
BY SELLER IN ADVANCE:
- --- -- - - --- ------ -- - - -~-- ---
1405 Countyllocal taxes
__ ___~_____ ____________ i6-Jun-2006 to 31-Dec-2006
1406 School taxes
153.02!6-Jun-2006 to 30-Jun-2006 I
1407 Assessments I
84.34 408 '
l _ ~i~~~-6:,~~~"J:lli'~lJ~ff~SEJR
_ ______~?1,703.~1j501 Payoff of first mortgage
___ __ _____..]502 Payoff of second mortgage
5,800.001503 Settlement charges to
105,400.00 I seller (from line 1400)
1504 Existing loans assumed
10,000.00 !505 Gift of Equity
_ _____ _?9~_~~p.os.i!or ~a!T!~S.!.fl'Ioney
ICREDITS TO BUYER FOR
,ITEMS UNPj\ID BY SELLER:
1507 Countyllocal taxes
0.00 11-Jan-2006 to
:508 School taxes
0.00 1-Jul-2005 to
i509 Assessments
;510
,511
:520 TOTAL REDUCTIONS
121,200.00: IN AMOUNT DUE SELLER
- - u 1600 CASH TO SELLER
i FROM S!=TThE:ME:!'JI:
.601 Gross amount due seller
121,703.41! (from line 420)
'602 Less total reductions in amount
121,~Oq~()0 , due sellerJf~om line 5?0)
50}.41 ,603 CASH TO (FROM)$ELLER:
31-Dec-2oo6
30-Jun-2006
TAX PRO-RATION
2006 COUNTY/LOCAL TAXES
BILL DUE:
BILL PAID: 268.52
153.02 DUE SELLER
0.00 DUE BUYER
-I
6-Jun-2006
6-Jun-2006
-6-Jun-2006
2005-06 SCHOOL TAXES
BILL DUE:
BILL PAID: 1,282.72
84.34 DUE SELLER
0.00 DUE BUYER
__. __ ..0
116,000.00
0.00
153.02
84.34
116,237.36
1,160.00
10,000.00
5,800.00
0.00
0.00
16,960.00 :
116,237.36
16,960.00
99,277.36
SETTLEMENT CHARGES
PAID BY
BUYER
PAID BY
SELLER
0.00
700 TOTAL REALTOR'S COMMisSION
Division of c~mmissiol1' asf()lI~vv~:___.__
701 Listing agel'lt.____ ..___
702 Selling agent: . ..' ..... . . . . '_ _.. ... ._ .._ _ ._.__... _..
800 ITEMS PAYABLE IN CONNECTION WITH LOAN:
- 0- __ _ _
801 Loan origination fee
802 Loan discount
803 Application fee to M& T Mor:tgClge Coq:)oJ"Cltlon
804 Appraisal fee to A[lF>r?isClI'~()rn_.__.._ ______
805 Processing fee to M&T rv1()rt9Cl.9~_~1J:>()r.ati<>.n_
806 Flood certification fee to First American FDS
__ __ __ ________._.._._____._.'.n_~_
807 Tax serilice fee to First American RETS
808 Assumption/refinancing f~e _~..__..~~____ to
900 ITEMS LENDER REQUIRES BE PAID IN ADvANCE:
u.____~._____._____. ___.______ ._ u_._____
:901 Interest for. 2_5. O_O_c!a'y~_@_.. _ .. ____
902 Mortga~Je insurance prern~lil11__ _ ._.__._._.
i 903 Hazard insurance premil!rn __.._.______._ __ __._..___ _ _n____
904
__ .. ___.. u___ __ ...___._.___'_ _______.____ .._
1000 RESERVES DEPOSITED WITH LENDER:
-- - - - -"".'-"--- ------- ------, -.. ----~----
1001 Hazard insurance 518.04 per year
3.00 . mos. @. ___ __.__._ 43 1Lpe! m()._.____._______ .__.___u___
: 1 002 Mortgage insurance per year
. mos. @_ ___Q QQ._P~~~_..________.______..._
11003 cO~.~6"O~~;~@s ?~ f!~per ;~3~_pe:~~~r._. ..__1
1004 School taxes 1,308.96 per year I
13.00 mos. @ 10908 per mo.
1005 Aggre:gate adjustment -..-- ---- I
~ :~ ~:~~~:~;ES~==_ .- --- .=r= (177 72)
1102 Title search to"" -..-- .---- _n_._.. .. ---.-----j--. I
~ ~ ~ ~~~:r;~;~:~~paration to M&f MO~9~~-:-~~,~~~~_n ~- . _ _. _~. ~~ ~ . '- .:. ~1 1- ~~ un 406.00 I
I ~ ~ ~ ~~~r:~e:u~:~~;~o CommonwealthTand title -~-._-- -.---- - -.-- -~ - -. ---1 ,088. i51
~ ~g~ ~~~::: ~~::::i: - - --.. -~.- .---.- -' :-~~-- - -:. - ------- ----- -- - -- - I
1109 Endorsement 100 - u._ ~ _____ u L~u i
1110 Endorsement 300 [!
1111 Endorsement 710 .... I I
1112 Endorsement 8.1 1
.1~~ g~:l~ME~ ~lt~~~'i1~r~;'~~~~R2~--- .. -J ...
1202 Release !
1203 Stipulation against lien~ I
r
1204 Local transfer tax (1%) . __.'_
1205 Pennsylvania transfer tax <1%L. I
, 1206 i
1300 ADDITIONAL SETILEMENTCRARGES';- '1-
- I,
1301 Survey to
1302 Pest inspection fee to
1303 Water test to
1304 Water and sewer to
1305 Federal Express
1306
1307
1400 TOTAL SETTLEMENT CHARGES:
J'e'~sZt503) .. . I .
Steve~'. Johnson ~~
%
%
%
0.001
O.OO!
100.00 I
300,00 [
1~~:gg I
76.00
19.85
496.32
129.51
0.00
114.15
1,418.04
35.00'
103.00
1,160.00
1,160.00
20.00
5,466.05 1,160.00 ,
..?t/~'/:"~I~
Estate()~arlIKeck, Sr. - - .' r
REV-1503 EX + (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 05
Include the procee js of litigation and the date the proceeds were received by the estate.
All property jointly.)wned with right of survivorship must be disclosed on Schedule F.
ESTATE OF
Keck Sr. Earl J.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
948
DESCRIPTION
M&T Bank, IRA Account No. 035004110106463, for which there was no
surviving beneficiary
VALUE AT DATE
OF DEATH
1,149.43
M&T Bank, IRA Account No. 035004200220991, for which there was no
surviving beneficiary
4,781.45
M&T Bank, IRA Account No. 035004200349733, for which there was no
surviving beneficiary
1.320.97
M&T Bank, IRA Account No. 035004200309753, for which there was no
surviving beneficiary
2297.29
M&T Bank, Checking Account No. 754234
25,016.24
Tangible personal property
7230.00
Victor R. Lippert, proceeds of sale of 1997 Ford pick-up truck
4,800.00
Strickler Agency, Inc., automobile insurance premium refund
23.00
Verizon Wireless, cell phone ,ervice refund
10.50
United States Treasury, income tax refund
100.00
Commonwealth of Pennsylvania, income tax refund
51.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
46779.88
r.m M&TBank
499 Mitchell Road, Millsboro, DE 19%6 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
November 7, 2005
'Wayne F Shade
Attorney At Law
53 West Pomfret Street
Carlisle, Pennsylvania 17013
Re: Estate of Earl J Keck Sr
Social Security: 200-22-5317
Date of Death: October 06, 2005
Dear Sir or Madam:
Per your inquiry dated October 27,2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
L
Type of Account
Checking Account
Account Number
754234
Ownership (Names of)
Earl J Keck Sr *
Sandy A Keck, POA *
Opening Date
11/01/68
Balance on Date of Death
$25,016.24
Accrued Interest
$
0.00
Total
$25,016.24
')
"-.
Type of Account
IRA
Account Number
035004110106463
Ownership (Names of)
Earl J Keck Sr *
Dorothy M Keck, Beneficiary *
Opening Date
03/02/01
Balance on Date of Death
$1,146.83
Accrued Interest
$ 2.60
Total
$1,149.43
Interest Paid YTD
--..-.......--.---....-.--.-.-..--.--........--.-.--.-....--...-.
$ 13.94 (Accrued interest is not included)
3.
Type of Account
IRA
Account Number
035004200220991
Ownership (Names of)
Earl J Keck Sr *
Dorothy M Keck, Benejiciary *
Opening Date
04/16/99
Balance on Date of Death
$4,700.99
Accrued Interest
$ 80.46
Total
$4,781.45
Interest Paid YTD
$ 269.76 (Accrued interest is not included)
4.
Type of Account
IRA
Account Number
035004200349733
Ownership (Names of)
Earl J Keck Sr *
Dorothy M Keck, Benejiciary *
Opening Date
04/16/99
Balance on Date of Death
$1,320.48
Accrued Interest
$ 0.49
Total
$1,320.97
Interest Paid YTD
$ 19.48 (Accrued interest is not included)
5.
Type of Account
IRA
Account Number
035004200309753
Ownership (Names of)
Earl J Keck Sr *
Dorothy M Keck, &nejiciary *
Opening Date
04/ J 6/99
Balance on Date of Death
$2,274.15
Accrued Interest
$ 23.14
Total
$2,297.29
Interest Paid YTD
$ 73.62 (Accrued interest is not included)
PIlease be advised, there was no safe deposit box found for the above decedent. * For further account information,
n~garding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-
240-4536.
Sincerely,
(a7<{J r:Z';r'
Nancy Clagett
Records Management
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17013
717 -249-1978
To: Wayne F. Shade, Attorney
53 West Pomfret Street
Carlisle, PA 17013
From: William G. Rowe, Appraiser
Rowe's Auction Service
211 Old Stone House Rd.
Carlisle, PA 17013
He: Personal Property Appraisal
Estate of Earl J. Keck, Sr.
132 Goodyear Road
Newville, PA
Date: November 15, 2005
PUTSIDE
John Deere tractor - model 60 - 1950's vintage
Jlohn Deere tractor - model 60 - 1950's vintage
Ford tractor - model9N - 1939 - as is
Wheel barrow - no value
Rototiller - no value - parts
Cart - no value
Garden tool
l.adder
l.awn mower - no value
Ford F150 - 1997 XL T - 101,000 miles - fair condition - body & grill damage
Old camper - junk - no value
l.eaf blower
$1,350.00
$1,250.00
$450.00
$0.00
$0.00
$0.00
$10.00
$5.00
$0.00
$3,500.00
$0.00
$5.00
1.1VING ROOM
Sofa (2) - as is
Recliner - no value
Desk
l.amps
T.V. - no value
$20.00
$0.00
$20.00
$5.00
$0.00
KITCHEN
Table I chairs
Kitchen ware
$15.00
$10.00
piNING AREA
Table / chairs / hutch - mismatched set
Knick knacks
Coffee table
$40.00
$5.00
$5.00
!IASEMENT
Hand tools
Freezer (2) - not working
Hefrigerator - old - no value
$15.00
$0.00
$0.00
Keck Appraisal
11/15/2005
BEDROOM
Single bed frame
Bedroom set - older model
Metal wardrobe
UPSTAIRS
Gun cabinet
Eastern Arms 410 single shot
Savage .22 single shot bolt action
New Haven Mossberg 12 ga. pump
Remington model 700 6mm
TOTAL
$5.00
$10.00
$15.00
$20.00
$90.00
$45.00
$65.00
$275.00
$7,230.00
...... ........-...- ..>-
William G. Rowe
Keck. Appraisal
2
""
" l-c.,
..~ .-----
11/15/2005
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Keck Sr.. Earl J.
FILE NUMBER
21
05
948
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Inc. 6,39570
2. Cumberland Valley Memorial Gardens, grave opening 1,045.00
" Funeral clothing 200.00
j.
B. ADMINISTRATIVE COSTS
1. Personal Representative's Commissions
Name of Personal Representative (;) Sandy A. Keck 7,500.00
Social Security Number(s)/EIN NUrT ber of Personal Representative(s)
Street Address 125 Horseshoe Road
City Carlisle State P A Zip 17013
Year(s) Commission Paid: 20013
2 Attorney Fees Wayne F. Shade, Esquire 7,500.00
3. Family Exemption: (If decedent's address is rot the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decede 1t
4. Probate Fees Register of Wills of Cumberland County 302.00
5. Accountant's Fees
6. Tax Return Prepare(s Fees
7. Cumberland Law Journal, advertise Letters Testamentary 7500
8. J.P. Wolfe Insurance, Inc., hO'11eowner's insurance premium 270.00
9. PPL, electric service 72.20
10. B-H Agency Realtors, real est3te appraisal 275.00
11. Rowe's Auction Service, personal property appraisal 85.00
12. PPL, electric service 67.98
13. The Sentinel, advertise Letter:, Testamentary 144.29
14. Verizon Wireless, telephon~ service 56.96
15. PPL, electric service 70.22
16. Millville Mutual Insurance Company, additional homeowner's insurance premil m 16.00
17. Erie Insurance Group, hazard insurance 443.00
18. PPL, electric service 96.32
TOTAL (Also enter on line 9, Recapitulation) $ 25687.15
(If more space is needed, insert additional sheets of the same size)
Keck, Sr, Earl J.
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
21 05 948
File Number
Schedulle H - Funeral Expenses & Administrcltive Costs - 87.
ITEM
NUMBER
AMOUNT
19.
20.
2l.
22.
23.
24.
25.
26.
DESCRIPTION
PPL electric service
PPL, electric service
Deborah W. Piper, real estate taxes
PPL electric service
MilIville Mutual Insurance Company, homeowner's insurance premium
PPL, electric service
Register of Wills, filing inhel itance tax return
Regitser of Wills, reserve for filing Account, etc.
82.93
87.00
268.52
92.22
46.00
80.81
15.00
400.00
SUBTOTAL SCHEDULE H.B?
1,072.48
REV-1512 EX + (6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Keck. Sr.. Earl J.
FILE NUMBER
21 05
948
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. Verizon Wireless, telephone service
56.96
2. Carter's Lumber, furnace
1224.94
3. Carter's Lumber, duct work
71.11
4. Tractor Supply, furnace equipment
14.17
5. Home Depot, furnace equipment
55.83
TOTAL (Also enter on line 10, Recapitulation) $
1,42301
(If more spa( e is needed, insert additional sheets of the same size)
''',"m'.',*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Keck Sr Earl J
SCHEDULE J
BENEFICIARIES
.
RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spou:;al distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Sandy A Keck Lineal 29,849.53
125 Horseshoe Road
Carlisle, PA 17013
2. Earl J. Keck, Jr. Lineal 17,819.51
PO. Box 245
Ickesburg, PA 17037
3. Robert E. Keck Lineal 17,81951
163 East North Street
Carlisle, PA 17013
4. Kandy I. Earnest Lineal 17,819.51
RR #1, Box 111-G
Loysville, PA 17047
5. Jandy I. Michaels Lineal 17,819.51
209 East Hazel Street
Jonestown, PA 17038
6. Steven W. Johnson Lineal 17,819.51
132 Goodyear Road
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTIO\! 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-TJ,XABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more s~ ace is needed, insert additional sheets of the same size)
FILE NUMBER
21 05
948
~
~
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
II
LAST WILL AND TESTAMENT
I, EARL J. KECK, SR., of the Township of West Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this as and for my Last Will
and Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by
my personal representative or representatives, hereinafter named, as soon as conveniently
may be done after my decease. I further authorize my personal representative to expend
funds from my Estate in such amounts as my personal representative shall consider
appropriate, for the disposition and memorial of my remains.
SECOND. I give and bequeath all of my tangible personal property unto my son,
SANDY A. KECK. Such tangible personal property shall be restricted to common
personal possessions and shall not include cash, bank books, stock certificates, bonds or
the like. In the event that my said son, SANDY A. KECK, should be designated as joint
owner of any bank accounts or similar assets and in the event that he should be
designated as beneficiary of any of my Independent Retirement Accounts or life
insurance policies, it is my intention that he retain any such assets for his own personal
use and that he not be obligated to utilize any such funds in administration of my Estate.
Moreover, to the extent that my said son, SANDY A. KECK, should receive more than
~
~
WAYNEF.SHADE
Attorney at Law
53 West Pomfre:t Street
Carlisle, Pennsylvania
17013
II
an equal share of my assets, it is not the result of any duress or undue influence, but is a
reflection of my appreciation for his greater attention to my needs during my lifetime.
THIRD. For the purposes of this my Last Will and Testament, a person shall not
be deemed to have survived me unless he or she shall have survived me by more than
ninety (90) days.
FOURTH. All the rest, residue and remainder of my Estate, real, personal and
mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my
children, EARL J. KECK, JR., ROBERT E. KECK, SANDY A. KECK, KANDY 1.
EARNEST, JANDY 1. MICHAELS, and my grandson, STEVEN W. JOHNSON, in equal
one-sixth shares. If any of said residuary beneficiaries should fail to survive me, I give,
devise and bequeath his or her share unto such of them who shall survive me, in equal
shares.
FIFTH. I order and direct that any estate, inheritance or similar tax due as a result
of my death with respect to any property passing as a result of my death, shall be paid
from the residue of my Estate before its division into shares and prior to distribution as an
expense of administration and that no part ofthe taxes should be prorated or apportioned
among the persons or beneficiaries receiving the taxable property. It is my express
intention that all inheritance taxes imposed as a result of my death be paid from the
residue of my Estate whether or not the property passes under my Last Will and
Testament. My personal representative shall have full power and authority to pay,
compromise or settle any such taxes at anytime whether with respect to present or future
interests.
-2-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle. Pennsylvania
17013
SIXTH. I order and direct that any liens against any personal property which
passes to a designated person either under this my Last Will and Testament or otherwise
shall be paid from the residue of my Estate prior to distribution as an expense of
administration and that such specific bequests of personal property not pass subject to
any liens thereon.
SEVENTH. Any and all decisions, determinations or actions made or taken by a
personal representative hereunder, if made in good faith, shall be final and conclusive on
all persons who are or may become interested in my Estate. No fiduciary acting under
this my Last Will and Testament shall be liable for any error in judgment or for any
depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence
of willful default.
EIGHTH. I order and direct that, upon my death, my body be cremated in lieu of
burial and that disposition of my ashes be at the discretion of my personal representative.
LASTLY. I nominate, constitute and appoint my son, SANDY A. KECK, to be
the Executor of this my Last Will and Testament, but if, for any reason, he should fail to
qualify as such Executor or decline or cease so to serve, I nominate, constitute and
appoint my grandson, JEREMIAH S. KECK, to be the Executor hereof, each to serve
without bond.
IN WITNESS WHEREOF, I, EARL J. KECK, SR., have hereunto set my hand
and seal to this my Last Will and Testament which consists of five (5) typewritten pages
-3-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
II
to each of which I have affixed my signature, this 6th
day of
January
, A.D. Two Thousand Three (2003).
~j/p~
Earl J. Keck, Sr.
(SEAL)
The preceding instrument, consisting of this and four (4) other typewritten pages,
each identified by the signature of the Testator, was on the date thereof signed, sealed,
published and declared by EARL J. KECK, SR., the Testator therein named, as his Last
Will and Testament, in the presence of us, who, at his request, in his presence, and in the
presence of each other, have subscribed our names as witnesses hereto.
t<</~ r~
~f/~
Acknowledgment
COMMONWEALTH OF PENNSYL VANIA)
) SS:
COUNTY OF CUMBERLAND )
I, EARL J. KECK, SR., the person whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament and that I signed it
willingly and as my free and voluntary act for the purposes therein expressed.
-4-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsyllvania
17013
Sworn to or affirmed and acknowledged before me by EARL J. KECK, SR., this
6th day of January ,2003.
t:JfNg
Earl J. Keck, Sf.
~ ';;?4<.r-(
Notary P lic
Affidavit
Natarlal Sea;,
I Connie J. Tfltl. Notary Public
I Carlisle, Cumberiand County
1 My Commission Fx!,jr'? nc~ 5, 2004
~~,y,_..,_...~_.__n
COMMONWEAL TH OF PENNSYL VANIA )
) SS:
COUNTY OF CUMBERLAND )
We, Wayne F. Shade and Helen H. Shade , the
witnesses whose names are signed hereto, being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the instrument
as his Last Will and Testament; that the Testator signed willingly and executed it as his
free and voluntary act for the purposes therein expressed; that each subscribing witness in
the hearing and sight of the Testator signed the Will as a witness; and that, to the best of
our knowledge, the Testator was at that time eighteen or more years of age, of sound
mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by
Wayne F. Shade and Helen H. Shade
6th day of January ,2003.
, witnesses, this
~~E~
~ --I/~
~5?f!-~
Notary P hc
-5-
~ENNSYL\jANIA
DEPART\~EN~ ~EVENUE
TD.XES
REV-1162 EX( 11-96)
RECEIVED FF(OM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHADE WAYNE FULTON ESQUIRE
53 WEST POMFRET STREET
CARLISLE, PA 17013
ESTATE Ir\jFORMATION: SSN: 200-22-5317
FILE NUMBER: 2105-0948
DECEDENT NAME: I<ECI< EARL J SR
DA TE OF PA YMENT: 08/09/2006
POSTMAF\K DATE: 08/09/2006
COUNTY: CUMBERLAND
DA TE OF DEA TH: 10/16/2005
NO. CD 007079
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $89.47
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARI<S WAYNE F SHADE
CHECI,# 3083
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
$89.47
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS