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Home My WebLink About01-22-07 (2) -.J 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return c::> 2. Supplemental Return c::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::> 4. Limited Estate c::> 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) c::> c::> 6. Decedent Died Testate c::> (Attach Copy of Will) c::> 9. Litigation Proceeds Received c::> 8. Total Number of Safe Deposit Boxes c::> 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number (7) J 0 H K..t,{ ...p, TZ 7 I '7 1!~O J Lf mil V J3~ KfZ Y LANE :.-:l -i 1 Firm Name (If Applicable) REGISTER O(~I.I,!S USe,@NLY ~.: ~..! f',) ,:-,-;,,;.c' N First line of address Second line of address Ul .:::- City or Post Office State ZIP Code DATE FILED (r)~CHAN.ICSf3URG- P A 170502.7b2 Correspondent's e-mail address:John_I.-<LAlt7@:1dIQ.(y).11 Under penalties 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. ADDRES ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 ---I r~~--~ ...J 15056052048 REV-1500 EX Decedent's Name: Decedent's Social Security Number 2/0 2.4,83.70 RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . 5. 6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::> Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). .. . ........ 8. 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). .. .. . . . . . . . . . . . . . . . . . . . . . . . . .. 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O gs 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 . 15. 13i~18.fD7 16. . 17. 18. . 19. TAX DUE. . . . . . . . . .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT /~ 6"'- o "~. .~ \()~/V , ?,~~~~ ~ 0/ ~ 02c~cO' _ vW r'\ '(' j~' /v /y~ ;VI \}V) Side 2 L 15056052048 2. 13 J 107 592 5921 04 c:::> 15056052048 ...J ru~-- Decedent's Complete Address: DECEDENT'S NAME File Number p PI ~ I - L'Vo - 09 tJJ 0 REV:1500 E)( Page 3 STREET ADDRESS G LE f'J A > k LU'ZT G g oq S Pr\ Lf\JG C/ R C L[ CITY fY1 E CHAN I CS i3 U R G- i STATE P ~ ZIP 1'7055' Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 59~ ' O~ (1) ~ 9&:, . OS- Total Credits ( A + 8 + C ) (2) ~g4> I OS- 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (58) 5 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE- BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... D t2a b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or........................................................................................................................ D ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... D Da 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D Da 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D I2a 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. 39116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 39116 (a) (1.1) (i1)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 39116(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 four and one-half (4.5) percent, except as noted in 72 P.S. 39116(1.2) [72 P.S. 39116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 39116(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. REV-1502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GL - FILE NUMBER O? / - (JfL;. - 09 b() fJl/ ;;{OOID - 009~')O dJl All real property owned solely or as a tenant in common m st 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 property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH HouS~ - qOL/ Spllnt(j Circle- Meehan /csburg. ) Pf) ) 7b5S =1 JgO 000- } TOTAL (Also enter on line 1, Recapitulation) $ J gO} 000 - (If more space is needed, insert additional sheets of the same size) APPRAISAL REPORT of A Single Family Residence at: 904 Spring Circle Mechanicsburg, PA 17055 As Of: December 12, 2006 Prepared For: John Kurtz 904 Spring Circle Mechanicsburg, PA 17055 Prepared By: Michael Hennigan Michael Hennigan Appraisals 400 Beacon Hill Rd New Cumberland, PA 17070 Michael Hennigan Appraisals File No. 5612009 Case No. . deficiencies or adveIse conditions that aIlect the Ivabil' ,soundness, or structural in confoon to the . IunctionaI .. ,s No n No, describe N/A Freddie Mac Form 70 March 2005 ClickFORMS Appraisal Software 800-622-8727 Fannie Mae Form 1004 March 2005 Page 1 of 15 Michael Hennigan Appraisals G . Pon::hIPatio/Deck Fireolace Uniform Residential Aooraisal Reoort There ere 4 CUIlI!Odvollered for sale in the in Dricefrom$ 156,900 to $ 249,900 There ere 29 sales in the s within the ~ twelve months raMm in sale Drice from S 155 000 to $ 232 900 FEATURE I SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3 AdtRss 904 Spring Circle 961 W. Trindle Road 815 W. Trindle Road 304 Longmeadow Street Mechanicsbum, PA 17055 Mechanicsbum Mechanicsburo Mechanicsburo ProxinilY to Subiect .55 Miles .35 Miles .30 Miles Sale Price 1$ N/A .:; $ 172,000 ,$ 179,900 $ 210,000 SalePri:e01lssLN.AIea $ 0.00 .It $ 107.57 <n.fl.;~,. $ 132.n SlI.It~. $ 128.52 sa.lt.l Data Soure;;tSl MLSlSTEB Reoorts MLSlSTEB ReoOrtS MLSlSTEB Reoorts Verification Source(s) Public Records Public Records Public Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION I ~-l $ Aduslmen1 DESCRIPTION ~-l $ A<iuslmen1 DESCRIPTION ~-l $ M~ Sale or Financim Conventional Conventional Conventional Concessions 116 DOM 68DOM 300M Dale of SalelTime 4/4/06 8/28/06 4/17/06 Location Suburban Suburban Suburban Suburban LeasehoIdIFee SimoIe Fee SimDle Fee Simole Fee SimDle Fee SimDle Site .37 Acres .64 Acres .26 Acres .70 Acres V~ Residential Residential Residential Residential Desian (SIYlel Ranch Ranch Ranch Ranch QuaIiIv of Construction Aluminum Brick BrickNinvl Brick ~b ~ a ~ Q Condition Averaoe Averaoe Averaoe Averaoe Above Grade Total Bctmsl BatIs Total IBctmsT Balls Total I&tm<;T BatIs Total IBctmsJ BalI1s Room Count 7 3 I 2.00 6 I 3 I 1.00 +1,50( 6 I 3 T 1.50 +75 5 I 3 I 2.50 GrossUYiooArea 1,458 sa. It 1,599 sa. It. -2,1H 1,355 sa. It. +1,54 1,634 <n.Il. Basement & Finished Full Basement Full Basement Full Basement Full Basement Rooms Below Grade Unfinished Family Room -2,50( Unfinished Familv Room Functional UtiliIY Averaae Averaae Averaoe Averaoe Hea' Radiant/Central Ai BBD/Ctrf Air BBD/None +2,OOC FWAlClrt Air Eflicien! Items Storm Windows Storm Windows Storm Windows Storm Windows 1 Car Ga"""" 2 Car Garaoe -2,OO( 2 Car Garaae -2 00( 2 Car Garaae Sunroom Porch/Patio +2,00( Porch/Patio +2:00[ Sunroom 1 FireDIace 2 FireDIaces -1,00( 1 Fireolace 1 Fireolace FileNo. Case No S612009 -75( --2,a41 -2,50( -2,OO( · Net AdUSV'nent ITotaIl T T + rXl _ Adjusled Sale Price Net Adj: -2% of Com~ Gross Adi : 6% I r xl did r l did not research the sale or transfer lislnrv 01 the s the comoarable nronNtu... other than as indicated below. $ -4,115 rxl + r I - $ 4,295 1 ..! X I - $ -7 890 Net Adj: 2%! Net Adj: -4% ! Is 167885 GrossAdi:5% is 184195 GrossAdi:4% Is 2021'10 and COIIlll3I'ahko sales. If not. exnlain There were no other sales for the sUbiec. nor IIh" reseach 1 diciT x T did not reveal any orior sales or transfers 01 the s for the three """'" rvinr to the effective dale 01 this aooraisaI. Datasaurr.Als Tax Assessment Office My reseach l did r xl did not reveal anv Drior sales or transfers 01 the comMr.lhlP sales for the vear orior to the dale of sale 01 the sale. Datasourcelsl Tax Assessment Office ! ReoolIthe results 01 the resean::h and anaiVSiSOt the Drior sale or bansfer historVof the s and comDa'llbk! sales (reoort additional Drior sales on oaae 31. ITEM SUBJECT COMPARABlE SAlE # 1 COMPARABLE SALE # 2 COMPARABlE SALE # 3 Dale 01 Prior SaIeIT ransfer No Sales in the No other sales in the No other sales in the No other sales in the Price of Prior SalefT ransfer Prior 3 vears Prior vear Prior vear Prior vear DataSource(sl Public Records Public Records Public Records Public Records EfIective DaE of Data Soutetsl 12/12/06 12/12/06 12/12/06 12/12/06 A~sis of Illior sale or transfer history 01 the and comDa'allle sales There were no other sales for the subiect nor the comoarable oroDerlties other than as indicated above. Summary 01 Sales Comparison Approach All sales are closed transactions. AI sales ant considered averaae indicators of value lIIId weighted equally in the final reconc:iliation. Due to the limited number d similar sales in the SlI~ Flf!iohborhood com"" wse selected from a wider ranae and/or older thllll ideal. The comns used are considered the most similar overall inckJdinn ""'Ie tIWlliIv mW'ket ''''''''''''I etc. and theY are considered the best available from all sources indudillll MLS and STEB rennmt. Indk:aled Value bv Sales Aooroach $ 180 000 IndicallldVaIu.bv:Salesr.......narisonADarolCil$ 180,000 Cost~ IifdevelOll8dI$ 171,680 Inc:omeAllorOlCb $ N/A The market aooroach is the best aooroach for this tvoe of n~-and the one for which the most reliable data is available. The cost aoomach · sunnnrt<> the market................ The income ~ is not since the.......iCaI "''''''''';Se.- is more interested in the amenities the ~ r;;:Icontains than the income the orooertv may oroduce. I ;ThiS ~I is male IKl "as is," 0 subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, 0 subject 10 the following repairs or aIIerations on the basis of a hypothetical condtion that the repairs or alterations have been compleled, or 0 subject III 1Iie . fo' . insoection based on the extraoIIinon assumotion that the condition or deOCiencv does not Il!OUire allelation or Il!Il3ir. iii Based on a complete visual inspection of th. interior and exterior areas of the subject property, defined scope of work, statement of assumptions and limiting conditions, and appraiser's certification, my (our) opinion 01 the market valu., IS defined, oIthe real property that is the subject of this report is I S 180000 as 01 December 12, 2006 which is the dateollnsDAdinn and the eIfectIve date of this lIIHlNlisal, Freddie Mac Form 70 Man::h 2005 ClickFORMS Appraisal Software 800-622-8727 Fannie Mae Form 1004 March 2005 Page 2 of 15 Michael Hennigan Appraisals File No. S612009 Case No. The site value was based on the land 72.68 34.76 =$ =$ =$ 25,000 105,967 50,680 15,000 9,994 181,641 39,961 141,680 5,000 171 680 unit. Are the common elements leased to or b the Homeowner's Association? No If Yes, describe the rental tenns and s. N/A Freddie Mac Form 70 March 2005 ClickFORMS Appraisal Software 800-622-8727 Fannie Mae Form 1004 March 2005 Page 3 of 15 jlEV-l503 Ex. (1<l7) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GLEfU.A./-iUATZ (~/O-JJ-I-g370) All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER do J -OiL> - 09 (<,0 DESCRIPTION VALUE AT DATE OF DEATH * 51J.-- JOO Shar~s - ~jt~ A,'of CDMMON StocK TOTAL (Also enteron line 2, Recapitulation) $ 5 / ~- (If more space is needed, insert additional sheets of the same size) @CI) ~ a a CL) z N j:: ..... = UI 10 W ~ Q > z --t ..... ~ 0 w l co ~ UI I OM 1 ~ z I Qla. w ~J; UI ~ > ""C z x: ~ c( :E N <q o (Y) M <q o (Y) >, \.0 E OJ 0 0 3:2U "'"' . lo... en r.n ro~Q) CL .c c (/) .~.o (/)wuu ~ I l,... 0... Q{);::' ~ Vi o - -0 \... C:~Q)Q.) ~ c ~ E ~~3:Q) 3: 2 CD o o ('II It) . """" . M """" ('II ....."... o CI) ..oCl) . ... ~ i E ('II-CI) f (.) t:a.CI) CI) .. C ..0 CI) · E c. 0 ::J~M c: - ... _ c: CI) c: CI) ..0 ::J E E o CI) CI) g1;;C. <(-Q) en en """" M 0.... oct:.... ...JOa Oa:~ Zwct: a:...Ja..C\/ ct:O...J" cri~::!~ a:a:r":- wl-a..M I-a~" w~ct:r:... a..MOr::: 8 o::r . In In o ...... ,.. <( ~wQ. ~a:dCJ N~a:a: t-~_::l a:_om ::JJ:CJCI) :x':t-ZO <(~a:Z z<(Q.<( WNCI)J: ..a-o::tU ,,, irl 0 W _ "5 C... OM Q)U ~QI ~o t/) - Q) t/) t/) <( ... ::2 ~ - o ~ IV E E ::s CI) ~ IV E E ::2 CI) CD ::J ~ o C) ClJ Gi oc1.l~ c c CD o 0 g ~ <I) <I) - ~ ~ ~~~ M ..... cO CO ..... M ..... . ..... 10 CO III QI "0 z ~ c c:i III a ~ ..... o . a.. a: o o o ~ w t:: a: o w a: w > - > > - _ _ ...J 02 w <(.... 0 ... Q) -CQI - - n III '"' - o c o ;;::; >.J!l1? c~l- lU (/) - c E ~o.Q Q)a.....1ii > 0 0 E lUOl..c:.... ..c:o"5o :::I-lU- o > .s >.Q)"O .... ~.:::I S 0 >.CT"'- lU .c t::>' 3::::IQ)lU lU....O'"O '" X 0 (/)....Ol- 1ii.E Ol ~ Q) c-- >. ,...: -- 1ii 1.-0C..... oocc .... C\J .f!! ~ Q) _a.Q) c(Y)_.... o"--co. U .Q)Ol Ol-gE':: ..c:LL~c - .- Ol ~-g5~S~ c:::l(/) -(/).... Q)O:::lQ)OllU E cu.s ~ ~ ~ ~ (j) 0 a: .;: 0 '-:::I"""')Ol:::I>' ~ ._ ...: ..ll:: 0 C - (/) Ol .- >.'- a:'-"O~= E :s c .in Q),~ lU o Ol C .0 '-' C, >E8=='o t/) .~ 0 3: 5 0. - .................. -- Q) >- ~ (/) ~.~ Ol ~....g>:::I~.t: ;> :::1.- Ol"'" (/) <( o..c: - '-' .- >._lU_..c: a.. +o-t'- c....... IV (j;C UOlOl U. .s ~ ~ E .s 3: OlO (/)Q)"E o..c: a. .... -: rn J:~EO:::l(j)Ol ._ a: ~ Q) g> a. U) o o ('II ... ~ E CI) (,) ~ - ,e. .t: U) ... o > .~ ::J U) - o - .t: 0) i:: .t: ;!:: ~ U) - c: ca c: CI) - - c: .0 -, - ~~.''; .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF GLEN /~\ . ~ U({TZ (~/ 0 -J..Lj ~Z"37D) I"dude the proceeds of litigation and the dale the proceeds were received by the estate. All property jointIy-owned with the right of sUlVivorshlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. FILE NUMBER :J (- Ow-CA~O cR. [/-IS H ON HANL) Yl1ernbe.rs 25T c'red/"t LL'//D;J 567iD LaU::E J)RI LJL fYJR.ct":JJ7iCSbL{ rg- PA /7055" 18ft.DO ACCOUNT"# 3; 1~3 C~ECK(NG- SAV If\JG-S 3~b. 33 )Q;)'C69, <3l.D 3. M IS('fLLMIEOUS Pt:I\SDAlAL PROP'<..R.JY- PE.~ AT/ACHE 0 Ll ST )~d..SO,OO TOTAL (Also enteron line 5, Recapitulation) $ 31L> I J '-I ' I q (If more space is needed, insert additional sheets of the same size) Slt Send Inquires 10: 5000 Louise Drive PO Box 40 Mechanicsburg. PA 17055 www.memberslst.org Main Switchboard: (717) 697-1161 or (600) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TOO: (717) 697-5312 or (800) 283-2328 ex!. 5312 TeleBranch: (717) 795-6049 or (800) 237-7288 Account Number: Statement of Accounts Sep 2S, 2006 thru Oct 24, 2006 MEMBERS 1st FEDERAL CREDIT UNION - !!!!!!!!!!!! - - - - - - ;;;;;;;;;;;;;;; 12095 1 AV 0.293 24189-12095 1...",."'1',1,1'11""""""'1,,,"""""""'".,.,.,., GLEN A KURTZ 904 SPRING CIR MECHANICSBURG PA 17055-4054 Account Balances at Checking: Savings: Certificates: Loans: Money Management: 31183 a Glance: 386.33 19,289.86 0.00 18,833.50 0.00 Page: 1 of 2 CHECKING ACCOUNTS Your current Member Loyalty Reward level is Platinum Did you know that you can receive BONUS certificate rates and REDUCED consumer loan rates through our Member Loyalty Rewards program? Read the enclosed insert for more details. 11 - CHECKING Transaction Description Additions Balance Forward Joint Owner: JOHN A KURTZ Check 000416 Tracer 0022543266 Processed Check - VERIZON ARC TYPE: CHECK PYMT 10: 2005022221 Check 000414 Tracer 1002014325 Check 000415 Tracer 1002022644 Check 000413 Tracer 100600063O Deposit Members 1st Online Transfer From Share 00 500.00 Check 000417 Tracer 1010018080 Check 000418 Tracer 1012002573 Check 000419 Tracer 1016007277 Check 000421 Tracer 1017008421 Check 000422 Tracer 0210460736 Processed Check - MET-ED TYPE: BILL PYMT 10: 2258580002 Ending Balance Subtractions 40.41- 10_00- 667.61- 10.00- 10.00- 61 _ 16- 17.32- 170.60- 117.00- Date Sep 25 Oct 02 Oct 02 Oct 02 Oct 06 Oct 09 Oct 10 Oct 12 Oct 16 Oct 17 Oct 19 Oct 24 CHECK SUMMARY Check # Amount Date 000413 10.00 Oct 06 000414 10.00 Oct 02 000415 667.61 Oct 02 000416 40.41 Oct 02 000417 10.00 Oct 10 .. Asterisk next to number indicates skip in number sequence 9 Checks Cleared for 1,104.10 Check # 000418 000419 000421* 000422 Amount 61.16 17.32 170.60 117.00 - - - rnnfin. tOl"f nn fnllnu......_ _"'_,.. Balance 990.43 950.02 940.02 272.41 262.41 762.41 752 .41 691.25 673 ..93_ 503.33 386.33 386.33 Date Oct 12 Oct 16 Oct 17 Oct 19 .~~st Send Inquires to: 5000 Louise Drive PO Box 40 M'~chanlcsburg, PA 17055 www.memberslst.org Main Switchboard: (717) 697~1161 or (800) 283-2328 EZ Call: (717) 697~4372 or (800) 283-4372 TOO: (717) 697~5312 or (800) 283-2328 ex!. 5312 TeleBranch: (717) 795-6049 or (800) 237~7288 , [~~~:~ 24190~12095 Sep 25, 2006 Ithru Oct 24, 2006 Account Number: 31183 Page: 2 of 2 SAVINGS ACCOUNTS 00 - REGULAR SAVINGS - - Dab Transaction Description Sep 25 Balance Forward Joint Owner: JOHN A KURTZ Sep 28 Deposit by Check Sep 30 Deposit Dividend 1.000% Annual Percentage Yield Eamed 1. 0fXJ'/0 from 09/01/2006 through 09/30/2006 Oct 02 Deposit ACH CIVIL SERV 10: 3121736156 Oct 03 Deposit ACH SOC SEC 10: 3031036030 Oct 06 Withdrawal ACH SUNTRUST MORTG TYPE: MTG PMTS 10: 1540259290 DATA: SUREPAY Oct 07 Withdrawal Transfer To Loan 13 TRANSACTION DATE - 10/06/2006 :Jct 09 Withdrawal Members 1st Online Transfer To Share 11 Oct 24 Ending Balance -' - - - - - Additions Subtractions Balance 15 .007.58 3,696.50 18,704.08 12.93 18,717.01 800.04 19,517.05 980.00 20,497.05 442.28- 20,054.77 264.91- 19,789.86 500.00- 19,289.86 19,289.86 LOAN ACCOUNTS 13 - HOME EQUITY pate Sep 25 Oct 07 Transaction Description Balance Forward Payments Transfer From Share 00 TRANSACTION DATE - 10/06/2006 Oct 24 Ending Balance Annual Percentage Rate 6.490% Amount Interest Fees 264.91 101.34 0.00 Principal Balance 18,997.07 163.57- 18,833.50 18,833.50 Daily Rate .017780% YTD SUMMARIES TOTAL DIVIDENDS PAID 00 REGULAR SAVINGS 11 CHECKING 97.12 0.00 TOTAL lOAN INTEREST PAID 13 HOME EQUITY 393.14 Total Year To Date Dividends Paid NOTE: Total includes closed shares 97.12 - Add Your Photo For Security '(our personal safety and financial security are top priorities at Members 1 st. As a result of increased scams and fraudulent activity throughout the entire country, we are strongly encouraging members to have their photos added to their account records. When visiting our branch offices, you may be asked by one of our Associates to allow us to take your photo. This member identification program will assist in our fraud deterrence initiatives and will take our identity theft prevention program to the next level. We are experiencing an increasing number of attempted fraudulent activities and as a result, we need to be able to verify your identity immediately upon retrieving your account information. In addition to having your photo in our files, you may be required to show additional forms of identification based on the type of transaction you are seeking. This is for your protection and security and we appreciate your ongoing cooperation and understanding. ESTATE OF GLEN A. KURTZ, SSN 210-24-8370 P A FILE # 21-06-0960 SCHEDULE E MISCELLANEOUS PERSONAL PROPERTY LIST-HOUSEHOLD FURNISHINGS, PERSONAL CLOTHING, AUTOMOBILE, 4-WHEELER RV, LAWN MOWER 3A. SOFA/CHAIR (6YR) 38. SOFA (8YR) 3C. 3 ARMCHAIRS 3D. DINING ROOM SUITE 3E. SECRETARY DESK 3F. ROCKING CHAIR 3G. DROP LEAF TABLE 3H. MAPLE CURIO CABINET 31. HOUSEHOLD DISHES 3J. RECLINER CHAIR 3K. 27" TV(8YR)/STAND 3L. 4 PC MAPLE BEDROOM SET (48 YRS) 3M. MAPLE ROCKER 3N. QUEEN BEDIMAPLE HEADBOARD 30. SMALL DESK 3P. SAUDER STORAGE CABINET 3Q. CEDAR CHEST (35 YR) 3R. REFRIGERATOR (8YR) 3S. WASHERlDRYER (l2YR) 3T. WICKER PATIO SET (l5YR) 3U. REFRIGERATOR (25YR) 3V. PERSONAL CLOTHING (WELL USED) 3W. 2002 FORD WINDSTAR SE MINIVAN (AT SALE PRICE) 3X. 2006 YAMAHA 350 4- WHEELER RV (AT SALE PRICE) 3Y. 2003 RIDING LAWN MOWER 3Z. MISCELLANEOUS HAND TOOLS 250.00 100.00 150.00 500.00 50,,00 50,.00 200.00 50.00 200.00 50.00 200.00 200.00 50.00 100.00 50.00 25.00 50.00 100.00 100.00 150.00 25.00 250.00 9000.00 3500.00 400.00 500.00 TOTAL MISCELLANEOUS. PERSONAL PROPERTY 16.250.00 REV-15l1 EX+ (12-99) . j..... \'l~~;'~. '~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF G L~/U ,4 KU((Tc (1IO-24-~3'10) Debts of decedent must be reported on Schedule 1. FILE NUMBER PA J-I- OlD - oCHoO ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1. f{ O/7C1rJ h rJ~ ra / J-IoPJ€... Gqi-e ~ JleClverl Ce/?'7e~-eA';t r:-lAmr~ LUr?c1uon f3rei'i-Rnbach MeMOflcds lirJark~f' P)t1f-eJ ~/8'1, D~ ~>?O{) I ()() ~o53 18'7 /95 ( DO B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) ---0- Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State ~ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) -0- Claimant Street Address City State ~ Zip Relationship of Claimant to Decedent 4. ProbateFees - L{?rTElc) DF=- ADr11/NIST~'Tlo{l/ <1 SHO(<T C{;R:T. ~ 99, D D -0- -0- 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 10) /3/, ~o; (If more space is needed, insert additional sheets of the same size) Ronan Funeral Home Phone 717-258-9863 255 York Road Carlisle, Pennsylvania 17013 Fax 717-24]1-4041 Lynn A. Ronan, Funeral Director We Care 100% Our Family Serving Your Family Thursday, November 2, 2006 Mr. John A. Kurtz 14 Mayberry Lane Mechanicsburg" Pa 17050' Dear John, Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you found our services, so far, to be of the highest standards that we always try to achieve. The following is a summary of the service charges as previously explained and provided in written form on the services for: GLEN A KURTZ 1. Professional Services Basic Service Of Funeral Director & Staff Embalming Dressing, Casketing, Cosmetics, Details Other Preparation of Deceased Use Of Staff And Facilities For Viewing / Visitation Use Of Staff And Facilities For Funeral Ceremony Equipment & Statf For Graveside Service Transfer Remains To Funeral Home Hearse Flower Car Lead Car For Funeral Procession TOTAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE EQUIPMENT Merchandise Casket: DARLINGTON Outer Burial Container Transfer From CVMG Memorial Package CASH ADVANCES Paid Newspaper Notice Patriot-News Church or Clergy Certified Copies of Death Certificate I 0 Flowers TOTAL FUNERAL CONTRACT BALANCE DUE $ 4095.00 $ INCL. $ INCL. $ INCL. $ INCL. $ INCL. $ INCL. $ INCL. $ INCL. $ INCL. $ INCL. $4.095.00 $4,095.00 $2,995.00 $325.00 $ 145.00 $3,465.00 $ 113.40 $ 218.12 $ 100.00 $ 60 $ 132.50 $624.02 $8,184.02 $8,184.02 If there are any questions or concerns that remain unanswered, please call me. BALANCE DUE Nov 29 2006 , A late charge of 1.5% per month on the outstanding balance (annual rate of 18%) will be added to the balance. s:z; ~~ ~h:nan ~.. Funeral Director 1 \ \ \ oC \ DlD rC ~ \ () 1 1\ G'~ \ Cb\~\' . . REV-151~ EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATEOF GI . k r1: (ZlO-2'1~,;!37()1 PI1 ,;,J,1-O!fz-09hl) efl A. fA L . . ,'d ,..flb, d""""" '''''d''. ",rn'mb,~,d m'dl,,' "p"", Report debts incurred by the decedent prior to death which remained unp , VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1. s "'" Trust - / 5 -r /!1 orlgClf}L 0r7 '101/ Sprll?] CI/"c.! e... S:}} I u, /. 50 3, 1 ~b(lj's ) sr r2red.lf I)r1Jon- HONIe Z'tJw-fy LMTJ ) 'if) Q';;'3, 9:;( on 904- 5fJrincy C/f'clz J/ IS 4- fYJembu '5 1- ST Credl-t !.In/Dn 3) 230. ~ I ~. TOTAL (Also enter on line 10, Recapitulation) $ 7 L./ I q I!J . &3 (If more space IS needed, Insert additional sheets of the same size) SUNThUST" MORTGAGE P.O. Box 26149 Richmond, VA 23260-6149 Toll Free: 1-800-634-7928 Internet: www.suntrustmortgage.com Mortgage Account Statement ;:;/;;j'Ot) , -t " J ("if7: l't.' Ii j U()I vt(.,', '7 :2{' ~'2,_ {D /:7 b~ 7--; 'v , . )/yrt ' til~do /r ;. 1705540~!j.Z BT 36 033299 GLEN A KURTZ 904 SPRING CIR MECHANICSBURG PA 17055-4054 /11111111111111111.1111111 .1.1/1111111.11111111111111111111111 Property Address: 904 SPRING CIR MECHANICSBURG PA 17055 Statement Date Payment Due Date Loan Number Account Information .teinD.....ptlan Balances Principal Balance ~. Escrow Balance Other Fees Unpaid Late Charges Payment Factors Int Rate Principal & Interest Escrow Payment Optional Products Other Total Payment Year to Date Interest Taxes Principal Paid 11/20/06 12/01/06 0133981654 ....o.mt .. 52,161.50 482.60 .00 .00 5.87500% 319.44 ~37.65 .00 .00 457.09 2,829.39 1,497.58 684.45 Home Phone: 717-766-5563 Other Phone: 1 11 - 1 1 1 - 1 1 1 1 * This Is Not A Payoff Amount [le$cripHon Transactions Summary 11/06 PAYMENT $457.09 $255.69 ---------.----- .._-~....__._._-- Special Messages $63.75 $137.65 C$QI'<>wn~PPtiion.attlls#ranccvr.,@~~~I~~ What's new for SunTrust Mortgage Customers? A smarter, easier-to-read statement design! Just look for it starting in December. It will have all the information you need, just with a great new look and feel. st MEMBERSpt H:Ul:.I<,u, <,;a;: bUl i l'NllI:'; Market Plaza 4 Market Plaza Way Mechanicsburg PA 17055 Inquiries Call: 717-697-1884 Acct XXXXXXX183 Eff: 11/02/06 Tlr: 0156 KURTZ, GLEI{ A Date: 11/02/06 Time: 4 :05pm Withdrwl from Prev Bal: Amount: New Bal: Seq: Withdrwl from Prev Bal: Amount: New Bal: Seq: Payment to ~ Prev Bal: Amount: Principal: Interest: New Bal: Seq: Withdrwl from Prev Bal: Amount: New Bal: Sea' (YISA PAYMEHT0 SATISFACTION FEE 283310-0000.0008 REGULAR SAVINGS 00 42,887.54 3,830.21 39,057.33 #591462 REGULAR SAVINGS 00 39,057.33 18,923.92 20,133.41 #591463 EQUITY ~ 18,833.50 ~ 18,923.92 -18,833.50 90.42 0.00 #591464 REGULAR SAVINGS 00 20,133.41 27.00 .......... _ 20,106.41 ~ #591465 -3,830.21 MORTGAGE PROCESSING EXP -27.00 \4l\.\..)' ~1-;;;~. l) " (\ Authorized by IO Source: o Drv Lic o SigCard o Known o Other GLEN A KURTZ . REV-15'3 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GLEN At J<UfZIz- ('210 -).Lj-~370 ') NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER PA d.-I-O(/)- CA'Ct>O RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not ListTrustee{s) OF ESTATE 1. JDHI\J A - kUR.:rc I Y MA"1 ffr<.R.. 'I LAt\J ~ M t CHAf\J ICS 6LA Y2-.G- PAt( OSD SDrJ J 00 0;0 4s13i~5~g .lo7 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 SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)