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HomeMy WebLinkAbout96-01040 t'ommonwlltth of P.nnlylvlnll County 01 Cumborland Oath of Personal Representative 21-96-1040 The Pethioner{s} abo....-named swear{s) or affirms) that the statemonts in the foregoing Petition are true Ind corrlctto tho bos' olthl knowledge and beliel 01 Pet~ionerls) and that. as personal representativets) 01 the Decedent. Pethioner{s) will well and trufy administer the estate according to law. .;JI I\. / /) Sworn to orlffirmed and subscribed "-L--,,( /J) .1\..<<.--(1-" / 1/ belore me this /CI day 01 ..du-,Jd.v' 19 ".,(.., 21-96-1040 00 .0 :o:I:l en;- S- u :. ~ ("'. , ., .-. c::> -- ., CJ -. ,., ~ , \0 r', , = :..~( , . \0 '" f:. ~~ N ~ Deceased (. J') . . y, v-cv~~ c.. V Mary C. Lewis v. )p =7 V(,~<V PM.".-1/J:,/ J.:../ For Iha Rlglste' .t{)<lf<-.!- , (1 No, Estate 01 Hlll"n V, Kulp Social Security No: 210-18-6962 Date 01 Death: 11/23/96 AND NOW. December 19. . 19 96. in consideration of the Petition on the re...erse side hereon. satisfactory proof having been presented before mo, IT IS DECREED thatleners [ID Testamentary 0 01 Administration are hereby granted to (c.I.a.: d.b.n.c.l.a.: pendente lile: durante absentia: durante minoritate) Lloyd M. Ku1p In Iha above eslatl and thatthelnstrumenris) dated 11/15/79 described in the Petitton be admitted to probate and filed of record as the last Will of Decedent ~" ~ II (rU<4 c. J FEES leners, . . . . . . . . Short CertiflCate(s). , . (.2) $ Renunciation, . . . . . , $ Affidavits ( $ Extra Pages ( 2 ), $ Codicil. . . . . . . , $ JCP Fee. . S in...entory. , $ Other .. . S s 25.00 6.00 6.00 Anorney: Susan E. Lederer I,D, No: 44861 Address: 134 Slpe Avenue Hummelstown PA 17036 Telephone: 717/533-3280 5.00 Mailed Letters and Order to Susan Lederer Atty. on December 19.1996 TOTAL. , , . , . . " s 42.00 Prepared by the PennsylYlml Blr Association Copyright Ie) 1996lorm soflw.,. only CPSyslems,Inc:. Foom RW-l 1''''1 Ihi, I' ,.. 10",,11 iii,,, Ih, "d,,,"""'''' h.'''' !""" ". ,..1"'11, "'1''''\ I'''''' ", ,'I. ,,,d "".I,.,'" "I .\"iI, ,\,,\,1,1,,1 ""h"" " 1..",1 \("1',1"':''' 111, ""!,-,,,rI "".Ii"", ,,11110,. \,,'" ".\,,' I" iI,. \, ,', \ .:.,1 I;,. ",." , iii.. I", 1"""""' ,,, 1.1"'1' WARNING: It Is IIlc(Jallo duplicate this copy by pholostal or pholonrnph, 1\\, l,tJ till' \ 1111t'1I. ..'llll ,....,-".....- ...<~\,~ Of fii:(" i...~ 1", ($ tIfo.~'~\~ ~ ;... ~'\ ~:::~ti ,.' >:j <?: ~'I '*- .;:;/ ',,}'IMENl ~\ ~\-... ~~'~':!"~"!.! .~ 1'~1-lt,c.A<"'.:,..t. 1", .11 -) 1,~,~~ ~ 4018578 l' ' 1'1' , . ". I' ( .=..~u'~'" 'r!'i?- Il,lt" ,'.1' tH",U,...lIP COMMONWEAlIHOF PENNSYlVAUIA. DEPARTMENT OF HEAllH' VITAL RECORDS CERTIFICATE OF DEATH ",..,-- . 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"'1_ _ _ 1". ___'''u '.,HlftlldJlll'...I.......I- ~- -- Y!l!l....,""'...J..............'""Sooo...... !L Dana K! tzm! lIer ,,-, Maf1Jrehm '#/I()f\IU.Io'.....14.1_"'... ,.,OtW."'I........Hl~U~...Ut'~_I..l..... u..-Unvd M.Kulp E----n" ,BOLHestJdDJ1lll.Jloall "f1IOOOl'~ir;o,. 0'"'1<1100:.1"1"1...... ..,,l(IUftol':ol'(r.ilI....-...c-.,,....-. .....ri c._U _.__.....11 I ......1..._1 .U-_. Rolling Green ~_U ....r._','-_________oo________._ J !LUoY._l1._.l~96___ !1-_ Memorial Park I Cam ~,,",,,,,,_.v...c .oI:f..ol'~CI..:.o;H...I.........,,;... .r..;...........-.. -1,;iMi-'..u.Nr.loGl'-'" flyers uncI n. ~' .' - ,..; ""~' _.______10.., fD-Dl~:L-_,.k.-31 1Ialll-Sl.....JIeCbaniJ:.s _I ,...."... _......~............,.........-.....--......- I.UM\ol....-.. =--c...:.":..... ..-........... ....~.::Jt ~ t,1J- ':06J.45 - L La-"'''t~ L - ~L.___~,tY.. ,."" l ..,,;>\"' ,,~.........-, -,,~~..-"~~"'~.~ . /f"I~'j'::a'!..1L!L- [!ev",,}," .;23~ /'/9t _I] I'. 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"..". t.' !'I'L_-_ ......uooo.cu.."....rtM5oOM"....oU)tolP'lIIUII:.AUVUfDl.QH ,......,..,""........ WILl"'\W\ S. "A ",f(lll"^", ,\\9 ,i ~.~~~"'l'~ ~UI _, ~_,_- _J\lr;:~..,M!rOI\LLL!l-\ lb"lu :.H:~;.:t;c ^~t1.i IlUoIIOfDlCltt""..........- (.I,","_t..._. .. .,.JL'<' .2.3 I9U 70 ~~ ...r......._Nt1 . ""","Ol'DI.tItt 1~~J..~i.:el~t- s ; t ~I'I __~!l'U"i "'" ~'H!!..I/~rl':- ----.--------- . ! ~ ! ~ 1 'lIIIlooca,ua_.",COlWfIUI 010_.........-'_.................'-.....,..-- .....h.......,..a.I.~.I-. .a........,.... ....,.................1.1..'" .._'11.11'''' ... --...~..i"-I;J.M,~;,.,i....-.tOil...;.H~--".-- . . / ? n _ 4a.Lu"lUl1.tL.._~~~c.Ju-'\1 IJ,IJ,'JJ - .~, . ., " . .\ eO~\~\ON\~I:^,:I'1l or I'I:NNSYI,Vl\Nll\ ) !-is. COIlNTY or CtJIIlBl:H I/,NIl ) \~e, 1I1:r.i:N v. KllI.1' , IlMMHl\ I,. Mlllll1:N amI ,1l\NI:'I' N. 1'00lRY, the 'restatl'lx amI the \~ i tlwBHeH. l'eHpel!t Ive I y, WhllHe nUl1Ies ill'e H"igned to the attae1wd 01' rOl'egoln!!; inHtl'lllllent, heln!!; l'il'st duly sworn, do hel'ehy declare to the wldel'signed nuthol'ity thnt the Testntdx signcd nml cxecuted tlw InHtl'ullu'lIt aH lWI' 1.IHt \~I J.l amI Testament and that Hhe had signed w lllin!!;ly, und thu t Hhe exeeuted it as hel' free und volW1tary nct for the purposeH there ill expressed, and thn" each of the witnesses, In the presence and IWal'ing or the Testntl'.ix, siwwd the IHll as witness and that to the hest of h is or hel' knOl~ledge the TeHtatt'ix was at that time eighteen years of age or older, or sOllm.! mind find under no constraInt 01' w~due Influence. '1J-k 7/ 1 'lJ..ALI TcstatrIx L/!J(Ut DaA tl ,X <-tU tJ-''r deft--- IHtncGG (} .....1A.. v.-t )1J. \ d {O-A.-'-'-J II I~ itness Subscribed, SWOl'n to and acknowledged beforc me by IlEr..EN V. KULP, the Testatrix, and subser ihpd and sworn TO herore me hy J1I\RBl\RA L W1RDEN an.1 ,1I1NI:T N. fORRV. w'itnesspq, thl s /3-tUt dny of 7/"'w....fi,l../ 1979. /... hi ,~: 1 (--,;-c,u(,!;.,~#;.. ".."- ~€~dLI Ht CAlIIARIll[ L IIrusu\<, 1I0TARY PUBLIC raCIIA",1C:;[1UF\G BOROUGH cU~.~OUUMW cou~lf" 'AY rt"!..'I,II...."lil... ~.YI"I,;I", 11 n 21, PHI~ LAW O,.,.lctS SNELDAJCER. McCALEb a ELICKER , _ r- ~~ o~ ':'f .~_ ,'0\ "h , ~' I c: '= ,...,." 128 ,0'0 -r- .' -0- .... ~J~ :. ,I " Bi i~ Q) CJ C-' ,'It'! -, , -0- a , ...'" ;'t.. ~. ~~ I~ -. or' .8 ~' Sa 'i' . p.. !3 ;.:: . :> z ~ !:l ... t . .... . ~ ~ ~ '- I '9 ~ ...!... ~ ~ III :,o! III U III ::i ~ IJJ S ~~~ t~ ~q~ ~Gi gjEI~~ ~~ ~ ~ ~ ffi ~ ~ ~ 5 :,o!< - <( ~ ~ U III lU Z ~ Vl " .,,; , ".' . ...,. , . ERTIFICATtON OF t: !:' :et. UNDER RULE 5,6 II Name of Decedent I Date of Death. IIBI.I.;N V. KUI.I' NOVC'I1~1Cr 23, 1996 will No. 1996-01040 Adlnin. No. To the Registerl . . 1 certiti Lhat notice ot beneficial interest required by pule 5.6(0) of the orphans' Court Ruies was served on or maiied to the (allowing bene fie iar ies of the above-captioned est.ate on 12/23/96 I Address Name --- 807 W. Trindle Road, Mechanicsburg PA 17055 Lloyd M. Kulp Notice has now been given to all persons entitled thereto under Rule 5.6(a) except. - Da t.e I 12/23/96 , ~~ Signature:! C" ( ( . l...:.",..~L../'-........L-.'"'\, Name susan E. Lederer Address 134 Sipe Avenue Hummelstown Pa 17036 0\ -=<C '0 !!1 c;") -;H'\': ~ "J:~ g ri .* ~ \0 N r u '.,. Cl " C .;, n u (\) 'D , to <lICC P' ~"- a: -:;) UO Telephone {7171 533-3280 capacity: personal Representative XX Counsel for personal representative ;:I~-~' e ( fan OMPiOf OUIU Aff[n 1lf)llIJI CII[CIl H[nE IF "!i"OU~iAl 0 l'OVEfHY CillO" ,',(;lA,,..[O FilE NUMBER I ~) II.! \1 - I (I cOM~m'l.~W'\![f~rMiI~~'NlA U"'RRl5RS~t5)~\z".OtOl INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUNTY com: YUIt REV. l!lOOtlC 1(7.94) CAB H P l E P 0 C R C K 0 K P S ~ 1<)(,,010/,0 D E C E D E N T DECEDENT'S NAME (LAST. FIAST. "NO MIDDLE INITIAL) Kul, 1I010n V. orCEOlNI-S COUf'l[I[ Aoon[~!i Ghurch Of God lIomo GEl r II III 0, PA 17013 DAlE OF UIIHIt 0/I/n/Il)~6 DATE OF DEAHl 11/~3/1996 SOCIAL SECURITY Nw"mER 201-18-69&2 GumuorlElnd AMOUNT RECEIVED (SEE IHSTRUCHONS) 3"', /.55,03 Cmml,. SOCIAL SECURITY NUMOER 165-16,8623 IIF APPLICABLE) SURVIVING SPOUSE'S NAMEllAST.FIRSt AND M100lE INllIAll Ku1 1.10 d M, X I. 4. HUMOr" o 5. 8. ROrT\mnder Roturn (lor dal.. 01 doalh pilar 10 12-13,82) Foderal Estate Tax Return Required Tolal Number of Sale Deposit Boltos R E C A P I T U l A T I o N (8) (9) 8,179,05 2. Supplomental Roturn ~a. Futuro Intorost Compromlso (lor d.l105 01 death altor 12.12.82) []] 6. Decedent Died Testate [!] 7. Docodent Malntalnod a LIVIng Trust (Allaeh co 01 Willi (AII.leh a cop 01 Trust) C P All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ft 2 NAME COMPLETE MAILING AOORESS R D Susan E. Lederer Es , James, Sml th & Durkin ~ ~ TelEPHONE NUMBER 1)/, S I pe Avenuo _ T 717 533 _ 3280 Hummc1stown PA 17036 I. Roal Eslalo(Sehodulo AI I None 2. Slacks and Bonds (Sehedulo B) (2) None 3. Closoly Hold Sloek/Pallnorship Inlorosl(Sehodulo C) (3) None 4. Mongagos and NolOS Roeeivablo(Sehodulo D) (4) None 5. Cash, Bank Doposits & Miseollanoous Porsonal Propolly (Seh EI (5) 11.289,05 6. Jointly Owned Propolly (Sehodulo F) (6) None 7. Translors (Sehodulo G)(Sehodulo Ll (7) 339,307.70 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses. Administrative Costs. Miscel1aneous Exponsos (Sehodule H) 10. Dobts, MOllgagoUabil'liOS. Liens (Sehoduloll 11. Tolal Doduelions (lolalUnos 9 & 10) 12. Net Value of Estate (Line 8 minus Lino 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Sub'ect to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death alter 6.30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 talCable at 6-/_ rate (Include values trom Schedule K or Schedule M.) 17. Amount 01 Line 14 talCable at 15-/_ rate (Include values from Schedule K or Schedule M.) 18. Principal talC due (Add talC (rom Uno 15. 16 and 17.) 19. Credits/Sp Poverty Prior Payments Discount 0.00 + + -- 20. If line 19 is greater than line 18. enter the difference on Line 20. This is the OVERPAYMENT. ~ 0 Check horo II you are requestln a refund 01 your ovorpaymont. 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enlor Ihololal 01 Uno 21 and 21.0. on Lino 21B. This is Iho BALANCE DUE. Make Chock Pa able to: Ro Istor 01 Wills. A ent ~ ~ BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. netef peNIUeso perjury. I dl!c1al. that I have.lamlned IhlS relurn, Including accompanying schedules and slalemenls. and to Ihe bes1 01 my knowledge and lIel.lt IS true, correcl andcomplele, I declafe thal.lI ,ealesllle hilS ~n r~pofl~d at true market vltoe. D~clar..llon 01 pl~p.1r~' olhf!f Ihan the persor\ill r~pr~s~nt..Uve Is bilS~d on.lIlnlorTT\lUon 01 which prepafer hilS any knowtl!'Clge. 3,110,00 (10) (ll) (12) (13) (14) (15) 285,273.1,7 X 07.: (16) 51. .03/..23 X ,06: T A X C o M P U T A T I o N (17) X .15 : (18) Interest (19) (2D) (21) (21A) (21B) ~~-;;J...--~ Copyright (c) 199410rmsoltware only CPSystems.lnc Lloyd M. Kulp 807 W. Trlndle Road M;;ch~n.i~sb'';': '-: 'PA-..i705S"".. -..".'" -.... -" James, Smith & Durkin ~X~, ~a'p''' _,\ve~u_" Hummelstown, p^ 'i'i036..-......-..'......'...... 350,596.75 11.289,05 339.307.70 339,307_70 0,00 3 .21,2.05 0,00 3.242.05 0,00 0.00 3,242,05 0.00 3,242,05 DATE i \/<'/1)/ DATE &-2.1 - "I , FOfm 1500 (Rev, 7.94) Act 148 011994 provides lor Ihe reducllon ollhe tall rates Imposed on Ihe nel value 01 translers 10 or lor Ihe use ollhe spouse, The rates as prescribed by the stalule will be: .3% (.03) will be applicable lor estales 01 decedenls dying on or aner 7/1/94 and belore 1/1/98 .2% (,02) will be applicable lor eslates 01 decedents dying on or aner 1/1/96 and belore 1/1/97 .1% (.01) will be applicable lor eslates 01 decedents dying on or aller 1/1/97 end belore 1/1/98 .spousallranslers occurring on or aller 1/1/9B will be ellempllrom Inherllance lall, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transfer and: e. relalnthauseorlncomeolthepropertytransterred.. ' . , , . , , , , . . ' , , , . , , , . ' , . , , , , , . , , . , " X b. retain the, right 10 designate who shall uselhe property Iransterred or ils Income. ' ' , , , ' , . ' . , , , , , . , , . ., X c. retain a reversionary Inlerest; or . . . , . , . ' , . , ' , , , , . , . , , . ' , . , ' , . , , . , , , , , , , . , ' . . " X d, receivelhe promise for Iile ole~her paymenls. benetils or care? . . . , . , , , . . , , . , . . . , , , , ' . ' , . . " X 2. If death occurred on or before December 12. 1982. did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideralion? . , . , , , . , . , . . . . ' . . , . . . . , , ' . , . . . . . , , . . , , . . , , . , . . , . ' . , , . . , . X 3, Old decedent own an 'In trust fa,' bank account al his 0' her death? . . . . . , , , , , . , . , . . . . . . . . , ' . , , . . X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1 . , Fa<m 1500 (RoY, 7,94) Copyright (el '19. form software only CPSystems.lnc. ~EY~ 1101 EX +IZ.11I SCHEDULE E CASH. BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or T . FILE NUMBER 2196-010/,0 CO...tI.\l\1~{~~.wbYANIA ESTATE OF Halon V. Kulp 5511 201-18-6962 11/23/1996 (All ro. olntl -own.d with RI hI 01 Survlvorehl muel b. dlecloud on Sch.dul. F) ITEM DESCRIPTION NUMBER 1 York ~'odoral Savings & Loan account no, 090-858293 2 York Fodora1 Savings & Loan account no, 010-199697 VALUE AT DATE OF DEATH 5,002.95 6,286.10 TOTAL (Also .nl.r on lint 5. R.cap~ulalion) (Anach add~ional8 112- xII- sheels ~ more space is needed.) CoP)'rlghl (c) t994 form software only CPS)'llems, Inc. S 11 289,05 Form 1500 Schtdul. E (Rev. 2.87) REV - 1510EX. tZ.B71 co"'rN~.l\1~~'Wo~~ihl'ANI' ESTATE OF SCHEDULE G TRANSFERS Ploa'.ie Pllnt or T . FilE NUMBER 2196.010/,0 Holon V, Kull> SSfI 201,18.6962 11/23/1996 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE Z IS YES. DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S , DOLLAR VALUE OF ITEM EXCLUSION NUMBER Includ. N~of th. lI.n,l.r...th.lr OF ASSET 'I. INT. DECEDENT INTEREST r.I.llonshln 10 d.ced.nl d.t.oll,.n'l.r 1 York Fodoral Savings & Loon 36,93 LOO.OOr. 36.93 _ account no, 090-74733, hold by tho Holen V. Kulp Living Trust doted 11/7/95 2 York Fedoral Savings & Loon 535.72 1l00,OOr. 535.72 - account no. 010-11,5823 hold by tho Holon V. Kulp Living Trust datod 11/7/95 3 York Foderal Savings & Loon 552,76 100.00r. 552.76 - account no. 010 -11,6/,01 held by the Holen V. Kulp Living Trust datod 11/7/95 4 York Federal Savings & Loon 1,00/,.11 00.00r. 1,004,11 _ account no, 030-15680 held by the Holon V. Kulp Living Trust doted 11/7/95 5 York Federal Savings & Loon 11,298,6/, 1l00,OOr. 11,298,64 _ account no. 800-8669 held by the Holen V. Kulp Living Trust doted 11/7/95 6 York Federal Savings & Loon 5,505.21 00.00r. 5,505,21 . account no. 800-11502 held by tho Helen V. Kulp Living Trust doted 11/7/95 7 York Federal Savings & Loon 5.505.21 ~OO,OOr. 5,505.21 _ account no. 800-11503 held by tho Helen V. Kulp Living Trust doted 11/7/95 8 York Federal Savings & Loon 5.505,21 00.00r. 5,505,21 _ account no. 800 -1150/, held by tho Helen V, Kulp Living Trust dated 11/7/95 9 York Fedoral Savings & Loon 11,101. 92 100.00r. 11,101. 92 _ account no. 800-11512 held by the Helen V, Kulp Living Trust datod 11/7/95 10 York Federal Savings & Loon 8.028,74 ~00.00r. 8,028.74 Total of Continuation Schedule{ ) 290,233,25 TOTAL (Also enler on line 7. Recaprtulalion) 339 307,70 (If more space is needed. insert addItional sheets 01 same size.) Copyright (c) 1994 form lollwar. ant)' CPSystem,.Inc:. Form 1500 Schedule G (Rev. 2.a7) . Estato of: Holon V. Kulp Soc Soc II: 201.18.6962 Dato of Dooth: 11/23/1996 Contlnuotlon of Schodulo C (Transfors) Item Doscrlptlon of Proporty Exclusion Total Valuo Docds Dollar Val of II of As sot 1: Int Docds Interest . account no. 110-22572 11 Real os tote locatod at 807 92,027.60 50.001: 46,013.80 W, Trlndlo Road, Monroo Twp., Cumberland Co" PA held as ton ants in common by tho Helen V, Kulp Living Trust and the Lloyd M. Kulp Living Trust . value per Cumberland County tax assessment: Asses sod valuo $ 6440 common level ratio x14,29 12 Real estate located at 809 77,000,00 50.001: 38,500.00 W. Trlndle Road, Monroe Twp., Cumberland Co., PA held as tenants In common by the Helen V. Kulp Living Trust and the Lloyd M. Kulp Living Trust . value per appraisal 13 Real estate located at 34,438.90 50.001: 17,219.45 South York Street. Mechanlcsburg, Cumberland Co., PA held as tenants in common by the Helen V, Kulp Living Trust and the Lloyd M. Kulp Living Trust value per Cumberland County tax assessment: Assessed value $ 2410 common level ratio x14.29 14 Real estate located at 1051 377 ,000.00 50.001: 188.500.00 Market, Lemoyne, Cumberland Co., PA held os tenants In common by the Helen V. Kulp Living Trust and the Lloyd Estato DC: IIoLon V. Kulll Soc Soc /I: 201.18.6962 Dato oC Doath: 11/23/1996 Continuation oC Schodulo G (Transfors) 290,233.25 ltom Doscriptlon of Proporty /I Exclusion Total Valuo oC Assot Docds X lnt Dollar Val of Docds Intorost M. Kulp LivIng Trust valuo per appraisal ................................... SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES REV. 1$11 EX . (1.8'1 CO~::''/Al~~~~/hl''NI' ESTATE OF Holon V, ITEM NUMBER A. B. PI..I. Print or T . FILE NUMBER 2196-010/,0 Kul SS, 201-18-6962 11 23 1996 DESCRIPTION AMOUNT 1 Fun...1 Elponl..: Myors Funoral Homo . funoral sorvlcos 3.172,50 1, Admlnlltr.llv. COlta: Personal Representalive Convnissions Social Security Number of Personal Representative: Year Commissions paid 2. James, Smith & Durkin 2,000,00 Anorney Fees 3. 2,436,55 Family EI.mplion Claimant Lloyd M. Kulp Address of Claimant at decedent's death Str..t Addr.ss 807 \/, Tr indle C~ Mechanicsburg Relationship Spouse Road Slat. PA Zip Cod. 17055 4. Register of \/ills 42.00 Probate Fees C. Mllcenaneoul Expense.: 1 2 Register of \/ills - filing fee Miscellaneous reserve 28.00 500.00 $ 8,179.05 TOTAL (Also .nl.r on line 9. R.ca rtulalionl (II more IpIC. II n..d.d,lnlOrt .ddltlon.llh.... 01 11m. II...) Copyright (t) 1994 rormsottw.tlonty CPSystlms, Inc:. Form 1500Schltdule H(Rh'. 7.aII) , t REV.1649 EX' (8/95) SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fllo Numbor Helen V, Kulp SSI! 201-18-6962 11/23/1996 2196-010/.0 PART A: Enter the description and value 01 all inlorosts. both ta.ablo .1nd non-ta.ablo, rogardloss of location and net of deductions. which aS510 the decedent's survlvin souse b Will. intostac .0 orallon 01 law. or olhorwiso. Oescri tion of ilerm Schedule E 110m II 1 Amount 11,289,05 items 1 [, 2 2 Schedule G Items 1 to II. 339,307.70 3 Prudential Life Insurance polley no, M06377335 2,710,78 Less Schedule H deductions' items A,I,B.2, B,4,C,I, C,2 Less Schedule I deductions (5,7/.2,50) (3,110.00) Part A Total: Enter the total here and in the spouse's -Amount Received- block on Page 1 344.455.03 Election To Subject Properly To Tax Under SectIon 2113(A) As A Taxable Transfer By ThIs Decedent. If a trust or similar arrangement meets the requirement of Seclion 2113(A), and: .. The trust or similar arrangement is listed on Schedule O. and b. The value of the trust or similar arrangement is entered in whole or part as an asset on Schedule O. then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O. the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. ELECTION:Oo you olect under Section 2113(A) 10 Ireal as a taxable Ironslorln Ihls eslale all or a portion 01 a trusl orllmllar IlIangement crealed lor the lole use 01 thll decedenl's surviving spouse during Ihe lurvlvlng spouse's enllre lifetime? ,1. / YES ~ NO 0 Slgnalure Do,~.. ' l' - ,,,,J. Olle Nolo: IIlhe election I 110510 more Ihan onotrust or similar "" emenl,lhen a e I te co 01 Schedule 0 must be II ned Ind lIIed. Part B: Enter the description and value of all interests. both ta.able and non-taxable. regardless 01 location and net of deductions. which ass to the decedent's survjvin spouse for which a Section 2113(A) election is bein made. Oescri tion of items Schedule E - items 1 & 2 Schedule G - items 1 to 9, 11 [, 13 Prudential Life Insurance Policy no, M06377335 Item II I 2 3 Amount 11,289,05 104,278.96 2,710,78 Less exempt life insurance proceeds Sched, 0, A.item 3 Less Schedule H [, I deductions (2,710,78) (11.289,05) Part B Total (sel instructions) 10/..278.96 CopyrlQhl (e) 1995 101m sollwlle only CPSyslefM,lnc. Form 1500 Schedule 0 IR..... 8.95) . .. Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY ESlale 01 Holon V. Kulp No, 1996.010'.0 also known as Oale 01 Oeath 11/23/1996 ,Oeceased Social Security No, 201-18 - 6962 Lloyd M. Kulp and Robort L. Kulp, Personal Representative(s) 01 the above Estate, deceased. verify that the items appearing in the following Inventory include all 01 the personal assets wherever situate and all of the real 8slale in the Commonwealth of Pennsylvania of said Decedent. that the valuation placed opposite each item of said Inventory represents its fair value as ollhe dale 01 the Decedent's death. and thai Decedent owned no real estate outside of the Commonwealth of Pennsylvania except thai which appears in a memorandum at the end of this Inventory. I Nr/e VIlify that the stalements mad& in this Inventory are true and correct. IN/e understand that fals. statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relaling to unsworn falsification to authorities. Name 01 Susan E. Lederer Esq. Attorney: 1,0, No,: 44861 Address: 134 Sipe Avenue Hummelstown . PA 17036 Telephone: 717/533-3280 Personal Represenl:4 '4 Signalure: ~ )PI Lloyd ,Kulp Signature: Robert L. Kulp Address: 807 II. Trindle Road Mechanicsburg, PA 17055 Telephone: 717 /697 -4513 f/z / 117 Oaled: Description Value (See continuation pago(s) attached) (Attach additional sheets if nllcessary) Total: 11,289.05 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election 01 the personal representative. include Ihe value of each item. bUI such figures should nol be extended into the lolal of the Inventory. Pr.p'ted by (h. Pennsylvania Bar Assocl'lIon Copyright (e) 1996lorm software onty CPSyslems, Inc:. Fo,m'RW-7 (1992) COMMONWEAllll or PENNSYlVANIA DEPAfl1MWl or REVEr<UE BUREAU OF INDIVIDUAL TAXES OEPf 260601 HAftAlSBURG. PA 17128.0{iQl PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~~' )> " . NO. AA211660 IIlVll"2fXlll." RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT SUSAN E LEDERER ESOUIRE 1':'1 "':!I.a'liJ.95 134 SIPE AVENUE HUMMELSTOWN. PA 17036 fOlD H[RE FOlD HERE ESTATE INFORMATION: FIlE NUMBER NAME OF DECEDENT ILAST) ~III P ....F' EN \J DATE OF PAYMENT 8/21 '199'7 POSTMARK DATE o.LQQ.LOooo COUNTY rllMfll"RI CoNn DATE OF DEATH J ;:>ol-10-J,Q~;:> (FIRST) IMII TOTAL AMOUNT PAID "3.242.05 REMARKS LLOYD M KULP C/O SUSAN E LEDERER ESQUIRE SEALCHECKll 254 ,/"/" .' RECEIVED BY ,/ /.. /I.dr I ( , MARY c. LE.!r S REGISTER OF WILLS VZ ,~".. ;/,''/.u /. /.-lill/; //'y- " ----- .--.---.----"..- --- --.-..---- --- .~_... . 1 . . . ~--" ------ '-"----:",...Nie _ _ 1" .'" A1:" /6--/';j/- /0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU nF INDIVIDUAL TAXES IHlllAIUHC[ 'AliI DIVISION D(Pl. :80601 lI'ARlSluAG, PA llua,oltol NOTICE OF INItERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-02-98 KULP 11-23-96 21 96-1040 CUMBERLAND 101 HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iIEWisr,-j-EX-AFij-io9-:9:fj-NOYicE-OFuitiHEifiTANCE-"fAX-A-PPRiiiSEttENT-,uALl-ciwAN-CE-ijli-mm---------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX HELEN V FILE NO. 21 96-1040 ACN 101 TAX RETURN WAS: I ACCEPTED AS FILED I Xl CHANGED SEE SUSAN E LEDERER JAHES ETAL 134 SIPE AVE HUHHELSTOWN ESQ PA 17036 ESTATE OF KULP RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I est.t. (Schedul. AI 2. Stocks and Bonds (Schedule 8) 3. Closely Hald Stock/P.~tn.rshlp Intara.t CSchedule CJ 4. Hartg.gas/Nota. Receivable (Schedule 0) S. Cash/Sank Deposits/Hlsc. Parsonal Property (Schadule EJ 6. Jointly Owned Property (Schedule fJ 7. Transfars (Schedule G) 8. Tot.l Ass.ts Aftount Ranlttad III 121 131 141 (51 161 171 .00 .00 .00 .00 11.289.05 .00 339,307.70 IBl APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expanses/Ad.. Costs/Hlsc. Expanse. (Schedule HI 10. Debts/Hortgage Liabilities/Liens (Schadula I) 11. Total Daductions 12. Het Value of Tax Return 13. Charit.ble/Governnent.l Sequasts; Hon-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 reflect figures that include the total of ahh returns assessed to date. ASSESSHENT OF TAX: 15. Anount of Line 14 at Spousal 16. Anount of Line 14 ta~.ble at 17. AMount of Line 14 ta~ebl. at 18. Principal Tax Due TAX CREDITS: PAYMENT DATE 08-21-97 NOTE: rat. Lineal/Class A ret. Collataral/CI.ss B r.t. RECEIPT NUMBER AA211660 DISCOUNT C'I IHTEREST/PEN PAID I-I .00 8.179.05 3,110.00 1111 1121 Cl31 Cl41 191 1101 Cl51 1161 1171 50.244.73 X,OO: 54.034,23 X ,06: ,00 X .15: ClBl C- ~l;J~' AMOUHT PAID 3.242.05 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE th.lh'lI u, '1'.'11 IlELEN V DATE ATTACHED 06-02-98 NOTICE NOTE: To insure prop.r cradit to your account, sub.it tha upp.r portion of this forn with your t.~ paynant. 350.596.75 11 .?R9 n~ 339.307.70 235.028.74 104,278.96 will .00 3,242.05 .00 3,242.05 3.242.05 ,00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. HO PAYMEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIOHS.1 RESERVATIONI E.tat.. 0' d,c'd.nt. dwlng on or b.for. D'c'~'r 12, 19a2 -- If anw future Int.r..t In the ..t.t. I. tran.f.rr.d In po.....lon or .nJow..nt to Cia.. I Icoll.t.r.l) b.n.flclarl.. of the d.c.d.nt aft.r the ,.plratlon 0' any ..tat. 'or Ilf. or 'or ya.r., the Coaaonw..lth h.r.by ..pr...lw r".r~.. the right to appral.. and ...... tran".r Inh.rltanc. T.... at the I,w'ul CI... I (collat.r.l) rat. on any .uch futura Intar..t. PURPOSE Of MOUCE: To ful'lll the r.qulra.ant. of Sactlon 21.0 of the Inharltanc. and E.t.ta ra. Act, Act 21 0' 1995. C72 P.S. S.ctlon 91"0). PAYltEHTI Datach the top portion 0' thl. Hotlc. and .ub.lt with your paw..nt to the A.gl,tar 0' Will. printed on the r.~.r.. .Id.. --Haka chick or .on.y ordlr payabl. tOt REGISTER OF MILLS, AGENT REfUND (CR) r A rafund 0' . tax crldlt, which was not r.qu..t.d on thl Ta. R.turn, .ay bl raqua.t.d by coapl.tlng an -APPlication for Rafund 0' P'""'yl~anla Inh.rltanc. and E.tat. ra.- IREV-1313). Appllc.tlon. .ra a~all.bl. at the Of'lc. 0' the R.gl.t.r 0' Will., any 0' the 23 R.~.nu. District Df'lc.s, or by calling tha sp.clal Z"-hour an.w.rlng .ar~lc. nu~.rs for 'or.. ord.rlng: In P."".yl~.nl. l-aOO-36Z-ZDSO, out, Ida P.nn,ylvanla and within local H.rrl.burg ar.. (717) 7a7-ID94, TOOl (117) 17Z-ZZS2 CHa.rlno I.p.lr.d Only). OIJECUDHSt Any party In Int.r..t not .atl,'I.d with the .ppr.I....nt, allowanca or dl.allowanc. 0' daductlon., or a.......nt of tax Ilncludlno dl.count or Int.ra.t) .. shown on thl. Notlca au,t obJact within 'Ixty 1601 d.y. 0' r.ealpt of this Notice byt ADHIN ISTRATlVE CORRECTIONS: --wrlttan prota.t to the PA Dap.rt.ant 0' Ravanu., loard of Appaal., Oapt. ZaIDZI, Harrlsburo, PA 17Iza-IOZI, OR --alactlon to hava thl a.ttar d.t.r.ln.d at audit of thl .ccount of the p.r.on.1 r.pr...nt.tlva, OR --appaal to the Orphan.' Court. factu.l .rror. dl.cov.rld on thl. .......ant .hould ba addr"'.d In wrltlno tOI PA D.part..nt 0' R.~.nua, lur.1U of Individual T...., ATTHI Po.t A..a.,..nt Ravl.w Unit, C.pt. Z10601, H.rrlsburg, PA 171Za-0601 Phona (711) 117-6SDS. s.. p.oa S 0' thl bookl.t -In.tructlon. for Inh.rltanc. T.. R.turn 'or. R..ldant Clc.dant- (REV-ISOI) 'or an I.planatlon of 'dalnl.tratlv.lY corractabl. .rror.. OISCOUHTr I' any ta. due I. paid within thraa (3) cal.nd.r aonth. aftar thl d.cad.nt'. d.ath, a flv. pare.nt CSX) dl.count of thl tax paid I. allowed. PENAL TV: rh. ISX t.. lana.ty non-participation penalty 1. co~t.d on the total of the t.. and Int.ra.t a......d, and not p.ld b.fora Janu.ry 18, 19'6, the 'Ir.t d.y .,tar tha .nd of tha tax aana.ty p.rIOd. Thl. non-p.rtlclpatlon p.nalty I, .ppe.labl. In tha .... ..nn.r and In the the ...a tl'l parlOd .. YOU would ,ppa.1 tha ta. and Intlr..t that h.. baan a......d I. Indlc.tad on thl. notlcl. IHTERtsTr Int.ra.t I. ch.rged b.olnnlno with 'Ir.t day of dellnquancy. or nine C') .onth. and onl Cl) day frol the d.t. of d'lth, to thl data of p.y.ant. r.... which b.c... dallnqu.nt ba'orl Janu.ry I, l'IZ b..r Intar..t at thl rat. of .Ix C6XI p.rClnt par annul calcul.tad at . dally r.t. of .000164. All t.... which b.c... d'llnqu.nt on and "t.r January I, 191Z will baar Int.re.t .t a r.t. whiCh will v.ry 'roe c.landar ye.r to c.l.ndar y.ar with that rat. announc.d by the PA D.part..nt of R.venu.. Thl appllc.bl. Int.,..t r.t.. 'or I'IZ th,ough 1991 a,a: !!!! Int.,..t R.I. Cally Int.'ast FActoI' !!!! Inte'nt Rat. Cally Int.,..t FActor 1911l ZDX .DDOSU 1917 .~ .0DDZ~1 1985 I'~ .00001 1918-1991 UiC .DDUOI 1914 llX .00Uol I99Z .~ .OODZU 1915 UX .DDOn, 1993-199. 1~ .ODDI9Z 1986 laiC .oDOZ7" 1995-I991 .~ .DDDZU ulnt""1 Is calculat.d o. follows: INTEREST = BALANCE or TAX UNPAID X NU"BER or DAYS DELINQUENT X DAILI INTEREST rACTDR .-Any Hotlc. I'.ued .fl., the tex b.cole. d.llnquent will r.'leel an lnt.,..t c.lculatlon to Ilft..n IISI d.y. beyond the d.t. of lhe ..s....ant. I' pay..nt I. ..de .ft.r the Intere.t co.puletlon det. .hown on the Notice, eddltlonel Inle'lIt lU.t be celculetld. " My.utotlttN, ". INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTtl OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 11128,0601 DECEDENrS NAME FilE NUMBER 2196.1040 101 Helen V Kulp ACN REVIEWED BY J. Paul Dibert SCHEDULE ITEM NO. EXPLANATION OF CHANGES The portion of the estate under the Trust for which the estate choose not to elect to tax In this estate Is shown on Line 13 of the Appraisement. ROW Page 1 . In -=4 (5 If) ~~ en N ~~~ !,-..~ 5: n : } .~... ., -.t ~ 0 '- .- ~. ;"-. ~ '" J, 6-::;-; p -,- ..0 o~ ~ "'1'= 00: ~B ~ STATIIS REPORT IINDER RIlLE 6.12 Namc of Ikccdcnt: Helcn V. Kuln Datc of Dcath: Novcmhcr 23. 1'I'l6 Will No. Admin. No. I '1'l6-0 1 040 Pursuant 10 Rulc 6.12 ofthc Suprcmc Court Orphans' Courl Rulcs, I rcportthc lill10wing with rcspccl to complctionof thc adminislration of lhc ahovc-captioncd cstatc: 1. Statc whcthcr lIdministralion of thc csllllc is complctc: Ycs X Nu 2. Iflhc lInswcr is No. st:ltc whcnlhc pcrsonal rcprcscnllltivc rCllsonllbly bclicvcs thlllthc lIdminislration will hc complctc: 3. Iflhc lInswcr to No. I is Ycs. slalc lhc following: a. Did thc personlll rcprcscntalivc tilc a tinalllccount with thc Court? Ycs No X b. Thc separate Orphan's Court No. (ifany) lor thc personal rcpresentative's account is: c. Did the personal rcprcscntativc statc lIn accounl infonnally to the parties in intcrest? Ycs ~ No_ d. Copies of reccipts. relcascs, joindcrs and lIpprovals of formal or inlonnal accounts may be tilcd with thc Clerk of thc Orphans' Court and may bc allached to this rcport. ) Date: 6-19-93 ~-" - z: 1-< ~~ L- . '0 ~ q If) -,.,. ':3 Q: '" N ~ ~ u :.;.s:. ",- -::> t.'lU Sigmllllrc Susan E. I.cdcrcr .Iamcs. Smith. Durkin & Conncllv III' 134 Sinc Avcnuc, 1'. O. Box 650 Hcrshcv.PA 17033-0650 017l 533-32RO ~ ... ~-: <- 'oj ;:> we: a: Capacity: _ Pcrsonal rcprcscntative -L Counsel lilr personal rcprcscntativc r:\IIOMI;\FSF\l\llU',KulpOU2dt)C