HomeMy WebLinkAbout97-00143
I)I':TITION FOR I)ROnAn: "nd (;RANT (W LETTERS
.;(1-'i1-lu"3
_ ..__ ....___.._, _ .. ....____... ....:J,_.___~_.____.
t':If,lIr "I. f' r il ']1< k' 1<11 [t i}._.
a!\'~.f?~W~:':.;:f' ~~ j:!:.Y~ -C~J~t f.? ).J.
___ __ ,._ ._~ /J,tC'ra.\'e(/.
8ocla/8cCllrlry No. ..].Q.'l~~Jl:':'.l.IQJ._._.._~.__
No,
To:
Register"" WIIl.s for the
County of .<::I1.n.l.l!.\Clx.Li!nA~ In the
COl1lll1onwetlllh of Pennsylvnnlll
The pelition of 111l~ undersigned respectfully represents thllt:
Co-
Your petllloner(s), who Islllre IR yellrs of IIge or older an the execuuu:.s.____..___._ named
in the laslwlll of the above decedenl, dated ...._J.llJl.IliU'.lL..1 0 _._______, 19-'1..1-
and eodiell(s) dated __J:o!ll\.._______...__.___
(stille relevant dr\'llm~IAIlCCS, e,g, rentlnclnllon, death or executor, etc,)
Decendent was domiciled al death In _-.C.J.l.lUbslr 1 anQ. County, Pennsylvania, wllh
lLJ8__I~stfamilyorprlneipalresldet1eelll 2229 Ritner Hiqhw!!.Y.L..North Newton
'l'wp., (lneorree~)sted as South N.ewton Township in death eel.ti fieate)
Cumberland County, I'll (\i,' SlIce!, number .nd ",undp.iily)
Deeendent, then .__.12-_ years of IIge, died February 3 .,19....9.2-_,
at__9..ar1is1e Hospita1-,-Car1is1e, I'll .
EXeCI'I liS follows, decedent did not mllrry, was not divorced and did not have a child born or adopted
afler execution of the will offered for probate; was not the victim of II killing and was never adjudicated
Incompetent:
Deeendent at dellth owned property with eMlmated values as follows:
(If domiciled in I'll,) All personal property $ 1 00.000.00
(If lIot domiciled in Pa,) Personal properly in Pennsylvania $_.
(If not domiciled in I'll,) Personal property in County $.
Value of real eslale in Pennsylvania $._1.0, nno. 01L__
situated as follows: . Real estat(l...L-1gqether with imDrovement!l therein,
situate in Nor~h-Newton Township. Cumberland county. PennAy1v.ania,
=t.ainill\l- approxi mat", y 1 aC'rp, known .a." ???Q' Ri ~npr Hi gh",~y,
WHEREFORE, petitioller(s) respectfully request(s) the probate of the last will ~n~ifo~RR(~)bUrg, I'll
presented herewith alld the grunt of lellers Testamentary
(lc3tamentarYi administration c.l.a,; administration d,b,n,c.l,ft.)
theron,
i a - LYdl A.-.-f
"b~.e.nt.....
." Ii 328 E. Walnut Street
!:il .2hi~sburq, PA l7257
l~ ..Jl1one (717) 532=..ti72
~ ...BSJILl.B2.:.2.? - n 1 '13
(l,
Vi
~~~~
.-2-B ers O' --::
~bippensburq, PA 17257
..EhQne (717) 423-5973_____
~~N In?-22='1?14
---'--~-'
---_.__..~----~.._.
OATH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH (W I'ENNS\'LV ANIA
COUNTY OJ! Cumberland
} sa
The petilloner(s) ahove.named swear(s) or afflrm(s) Ihal the statements in the foregoing petlllon are
true and eorrecl to the best of Ihe kuowledge and belief of petitioner(s) and thai as personal represen-
IlIlive(s) of the ahove decedent pctiliol\er(s) will weiland lruly administer Ihe estale according to law.
Swam to or affirmed and subscribed . &XL.) ~.u...J t'l
he fore me this ------..1lIli--r,f<l(~ay.i.r '. -- --1----- ..'
L.l1ld~1~1~YJ-'-;"'~;-'IA. ~ih ~ . .~- )7;;,--+-- . ~
. 'T'~ry y ,,~'(~~~'Lm--.f--"'--R;;;i;IC ti;j:L~~--". xI------- ~
\ [" - I i" I -- ~.) , ()
; ,i,i ,I,
'" Ii I iii' ',' ,Ii
,I 1'1
~1 . ~7. 14~' :' ", 'I,I ,Ii", ,I ,"
1.1 I!I " 'I'll I"
'I '" ' . I'
I : '111'1' "':1 I: '1111 'I
" ' i I: " ' Ii: : III ' '1 i il 'I' i :1 : ' ;! ' i ;1' ~ i I' I! II i ; I: ,
" ",', III " i, lh'III,:,II': I1I1I1I I :, I !: 1 i:,: I 1::1 i 1:11:1
, , " [I,': I!! i.:! lill, : d ,Ill ,i 1'11111111 ,:11 ' Ii ' :'111
, :1, Ii ',II !'I III :1, II I I, II ,[; : I
: II "Iiiil,' Ij "i!11 ,,[ : il 'I I: I ,
'~'lt"l' d l,j ,j' I' t, II' I
'II,', I, liT:1 ! t II;II! ',I I, '::'; , I; ~ I
"I 1,,11111 II ! I ,I ' I, ' " I
'i I II' 'I ' I I ~'I' I' , "
: ,.I,i Ii', i i iill'I""II,; I 'I I :1 : I':: I ~I I
" I '11'1' I" lid I ii' I ' I 'III I I
"I'", 1:1: 1,1, II Iii :,11111 'I " I .,:' :
. i ,"I: 1II,I!idllli!lll!, .:11111: I,: " ,Ii ,:,: ::
': : ' '1IY!lli!!I:11 i'ldl ::III,III!:I I: "I I:: I I': I
"I ", ".' '. ,j;.' 'li....I.11 1..)1 Ii, .'..':1..111'.1 :.'..'.'1 ,::' I::: I I".: '
Iii' i ! ,:,1 1,1 i [,lilli' ';11 ii' " II:
:: ,:,[! 1:':1 iijil'j II11I 't'll; I' ill ";;
::' :1'1; 1;'1 II: I :1 I jl I: :;1
'. :11: Ii I:!'II :illl;1 :il
'II i 1111,11 !f,,; I ',;1 ;:1
':; 111:'111111'1', Ii' ':,
" :,: ':1: i Ii:;, 1!l11:11'11: i,
"II i,.11 11111111,111 I' :,
, , I' I' II II
, 'i ! ,I! I! II '! : i i ,'IIIJI I ~ I '
" III" '111 1;:11'11 ' I
' ',' 'I ',1'11' , "
,1:1:';':; i ir,i[ II !i':I' :; '1'1. :,"'..';,..;,
. ",' 'I' II I' ,
: : i I : i ' " il,: ~ I !IIII III' I : : ,: ..
1..1" ;,lli_,.I: ,Ii' !i . '. II.'.. " ,
, - ii'" i j, ~ i j ! 1__ d _,I I If ~
':iii,l:i II';; 'II Ikl' :i'
"1'1111'.' "I ' "
., Ylil:1 'I: II Ii; I ~ i:
II:.I.illl'I.II' ,1.1. .1::1" 'I: ;i
' , '.' h 111,1;;1' , ,
i Ii, ! i, '~ 1 r_' r! I ! i I d ' ~;
II...,.;.,IIII!IIII..: ;: I I:
W III II:: I; I 'i
, : ,. 1,1..1...:1111. II..:. '1 .\ I '
: ! I, i ill 'lli:1 ! Ii ! i." II i'lll ~
, '.,1.' I '.i....'..' I.'. I.,.., '.1 '.'.1 "
, "" '''I 'I I" I 'I '
'.'11' II:li' Ill,J: I II i,! I
' ! i : Iii i i ! l!:~! 'j i i ! I '~i! ! I yl ! I
;i I,1II1 "I';'!I 1111'111 1\
,j,:;: il': :1' I!
,I,
,:1
, "
; ~ :
"
'_ ,I
i, I,' 'i; !: "ii'
" .
I, "il, '_ ;11- ,I', ,
',' I' ".1,1' '1,1 i"
i',-, 'i.' i,
I I I II ~ I II" I' " : I i J
'i' 'I,' I 'I, " II" 1'1' 1'1,1' ,
,', I '" Iii I" 1111' I" '
I : ' 'II " I' ' , ,III , , i " I ~ ' :' i III " ,:,' :
'1:1,':1 Ii 11'1':' I, I'll; I i 11,1 i:1 '
III Ii' I II I' " I I "
"III 'Ii If II :1: U I i!l: ::
: Iii 1:11 III Iii I: ,I I" ,:\ :11,1 i'
'1111'ill !'i'l I: II 'i I 1:[ II: I!I:I;!'
, I I" I" ' I, I \ . I" III 'I '
'I 111,11 ,1..1,1 ;, 1'1 [ ,: III' [ I
I 11'1'11 !IIIII! :' I! I II I,' I .i'l'
".'j j :'11 I:: 11:'111':1 ;1, 111,,11 I,' III "i: Ii, .
, 11,,1 I I II:' 'I" 1'1 I" I "I 11'11 I '
::1 1;:111': III ,': ':1 I I: I '; 111','i '
:. ,1.'11 i"lll'll: II '"I ; I!II':':
, III,.." I'..' /1 ,,, I I '.'. II I.. 'il', I " '
11'1 i1'; 11'1": III ( I I:'; lil:l: I'
'; 'I il. ,li;:II.; ': II II ,.,. :; II,il :',111 '
;,:'1 I: III :,:',: I:';' I
, :..1 i''' I. >" I" 'r,'" .'
" '.' 1'1'..' I.' "." I" I' 'iii! I ".
:\ ':]! I" . ~) - I I '-",
, n "i- i 'I 1 ,,\ ,
I' f! 'I' " fJ L 'I ',II -,-,
I~ :;, :jlll, III;: I ~ I:: 111::,11 i !'/
I: i" Ii [.1 I'. ,: '.' {.,'; 1..1 I; 11;1 i I
t : 1'1 : II ' I:' I'
r :I'i i i I:: I I,' I I;! I :' II '
1:'1 I :iii ,k II ,i! I Y' ~ I, I'd I..
'II I ,II iJl" L , Ii: ' I, II I :',!
'11,'lli,i I :.W 1.[ 1..:11 if 1111.~i I I;': '1. }.;I.I.: ;':'!.'.
, , , ,'.' I '.1. ;. ~ '..1 ,"1' 1'1 ,', I' II ': II 'Iii' .
~, i, ':1 '1:1"1:' ,:1 11 '1'1 I;', I',: ~ ;', :
I 1 "I I ,II 'I.' ,t
I II It 'I' .11 i I 1- "I II '"
,I' II I:! ii!:' I' dllll I: ',I '. ':
:'i ,I Iii.!.. 1111 :.,!....,III!'III'!II i. 'II:!III.I 'I:,.: I'. l.i,I.!,'.II:,.'...I.., ;',
II:: I ri II ,.,'i II :,; II I': 1/1 I'~ II ,(1111 :'1,:1 I, '
II[ II:; . ,;, II; I' ,; I' ,; i.I.11
, I:' Iii I Ii 1):/ '~II!:11 1)'111 'i I .": Ii .'Ii
1,1:., II.. ;.'. I i. I.:. '. '" ! I..~...I i....: ,.1.1.... I' ~.: 1.1..11 . I.': . I. I".. ! I..' I...!
'I:: 1:1 I ,:: I' :! i :'1 .",11' I:: I: 'II:;'
,I:: II;,' I:: 1 II :.1:11 ;,1 i, i:;III" r,.. I d ':1 ,
111::1.1111: 11111': i II,!I 1:1:1 ::il'l i ":illll 1:11 1'.11 I
1'1':.111"1' 1'1'1 I 1"11. ' i ".111 '.' '.' 'I ','.'i 11:'11, i.,': I. ',',I
,i" I Ii' ;:1' " , I I '" ,.., I ,i\1 I il'l i I "t, 'I
I li:,i'; i,' I:: - - ii"'" ,Ii i: I,!!: ' ,i ,:
111'1'1 !I!! !'!'- : I '! :ll!, 'j ; , '"
". 'I
,
,
^
"
,
"
V
A
,
'i
"
t-j
,
"
J
I,
"
,
,
"
,
y,
,
I",
I:' "
;:11::1' I:'
:1 i.:: 1 1 II.:
, ,.1 "
, ,', 1"
t'! '.'1' I:I!.
,111, ; Ii!
"i I:, "ii" !!',: ",'
:'\1 i,
", j'
.
..
LAST Wltl. ANIl TESTAMENT
OF
FRANK W. KllRTZ
I, FRANK W. KURTZ, of NOl:t,l1 N.)wLcm Townsil:lp, Cumberland
County, Pennsylvania, bein9 of sound mind, memoryanddisposHion,
do hereby make, publish and declare this my Last Will and
Testament, hereby revoking and mak,in9 void (lny and all Wlllc1,
Ce.,dicils, or writings in the natul:e thereof, by me at any time
he~etofore made:
r.!B..~ PAYMENT OF EXPENSES - I dh-",c:t t.hnt illl my just deb!:.!.' <11(1
funeral expenses, i ncl uding my gr.avemarker and all expenser; of: lilY
last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of my
estat.e,
S~lill..t. SPECIFIC BEQUEST -. I hereby bequeath my secretar.li\l l.)C,ok
case t.o my uncle, BRUCE MYERS and his wife, RUTH MYmRS,
THIRD.t BEQUEST OF HOUSEHOLD TlINGIBLF. PERSONAL PROPERTY - 1
bequeat.h all tangible peJ:sonal pl"Opert.y located in my hous,-"
(excluding bank accounts and deposits, investments, and otb:'f
tangible evidences of intangible penlonal property) to ESTHt-:R
BYERS. If she predeceases me, I bequea t.h t.hose same 1 terns to FRANK
W. BYERS.
F.Q!J.B1..l.!.t LEGACIES I hereby give Three Thollsand Dollars ($
3,000.00) to the OAKVILI.E UNITED METHODIST CHURCH in memory of the
HAZEL KURTZ FAMILY;
F.;t:F.1'J{.J. DEVISE OF REAL ESTATE - 1 hereby devise my real estate
l,'catl,d at 2229 Ritner Highway, Shippensbllrg, PA, situate, in NmLli
N,~wt.on Township, cumberland County, I'cn\1!lyl vanin to ESTHER BYF.RS.
If uhe predecsasen me, I t.hen dev.lfl0. FOi.el real estilte to FRANK (I.
BYERS.
~.t1.Lt RESIDUE OF ESTATE - I give, devise and bequeath all till:
rest, residue and remainder. of my estate unto JAMES KENT and ESTHP;R
BYERS, rnl a per capitA distribution basis,
In lhe event that. neither person Durviver~ me, I then give,
devise and hequeath all the rest., l'esidue al1rll'emainder as follow!J:
(11) One-half (1/2) t.o BRUCE MYERS and RUTH
MYERS; and
.'
t=:.
-
CERTIFICATION OF. N9JJC& .t)NQg~.JHJ!Jt.2.:!.lJ!l..
Frank W. Kurtz, a/k/a Frank Kurtz,
Name of Decedentl_..aLk.La~..t...z.., ,Yr.
Date of Death r February 3. ..L9..9.7._.____~,_"
Will No. 1997-00143
._,.__Admin. No.
.NLA...
To the Regist.er'l
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Or~~ans' Court Rules W5S served on or mailed to
the following beneficiaries of the above-capt.ioned estate on
February 21, 1997 I
Name
Address
Mrs. Ruth MY!3rs
121 Willo"!..J?ri~Sl1...i~nsburq, PA 17257
The Oakvi11e U.M. Churcb-_519.0akvi11e Road, ShLQpensburq, PA 17257
Notice has now been given to all persons entitled t.hereto under
Ruie 5.6(a) except
Datel
)h,fn
~/1/ /'!,,,JII /
Signature ~-
'" ~<r:
.~ ';"':'
n ."~~ '1 (\,
"'"
. 0, '.,'
,>
....
N
n~
<<;,
i,:" ~= ,
() ""J) _c')
~ ii:' p; ~~
a:
a:
Name Richard L. Webber. J.];...J..' Es'1~
Address 366 Green Spring Road
P.O. Box 40, Newville, PA 17241-0040
Telephone I?!..?L.7 76-',6 566
Capacity: Personal Representative
X Counsel for personal
representative
e
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ItI
J am? ~ Kl;lllJ; _,W d_lte1<hQL)J.Y~.r.~L~.____.__.._~_._
being duly sworn according to low, dopos.. and say. that they __ue__Ca...Execll tor s
01 tho E.hte of -.Era.nk..--hl..-.KuJ:J;..z_._..______ ..
lot. of. North Newton Township _ ., Cumborlond County, Po.. docoued and H,... the
within is an invontory mod. by , them ,._, tho s.idJ;:.Q-Exe.ClltOJ: S .
of tho onllr. ostoto of .old docodenl, consisting of all tho p...onol properly and ro.1 ..hI., .xc.pt real ..tat. ouhido
tho Commonwealth of Ponnsylvonlo, and that tho figuros opposito each it.m of tho Irlv.ntory ropr...nt it'. fair volu.
a. of tho doto of decodent's deoth.
/,,1( 'Or
(
)7
.1922.._
James Kent Esther Byers
> <<, a..c::~~/:..__.. .~__, D:d;~""..Q.,~
;f'=-~ E....t., . Admlnl.,..,., I
Sworn_._~__~_. and .ubscrib.d bofor. mo,
3.2B._E~._..w.aln.u.t... "t
-9..-.~8rs I-lOild,
Shi.QPeMb1d.I.9.L PA 17257 Shi..pJ2..!..LJ'lLl]257
Addr...
Ooto of O.ath _.__.
03
O'V
02
Month
1997
Vet,
no
INSTRUCTIONS c; ,;;. cd
I, An invontory must be fil.d within thr.o months aft.r appointm.nt of po..onal repr..ontative;'
2, A ,uppl.m.nt inv.ntory must b. f11.d within thirty days of discov.ry of addition. I ....ts, t:
3. Additional shooh may b. attached a' to p.rsonolly or r.olty ~.,
IN
4. S.. Artlcl. IV, Fiduciari.. Act of 1949.
JJ
-<.In'
t-";'
--q
Cd
f.j
CO
()
.
...
~
,
;!( N
001>
fll ...
... t:l
~:x:
~ fll . E-< "'2
~ '-tl: ~
~ .!<: 0 .
~ '-.!<: 0 0
... ~
0 fll 0 ..., .
g o.IJ w fll :> UI
i!: ..: ..
... . ... OJ .; ...
Z ... u..N~ Z
.... ... ~ 0..., ...
W 0 -< ... '" ,c i-
> z ..:
~ 0 t:l'- ..., c
C t<:.!<: ... .
Vl Z '- 0 0
0 ..: U
Z w <( . '" Z ... '0
... ~ ." ...
- c '"
..
.!<: N ... 0: .c
.::..., 0 0 U
III ... ..Q ." .... ....
... t:l ~ E . 0 ~
.'
I->-<tG " . lC 0
.... U ...
Inventory of the real and personal estate 01
J'ra.nlc l~.. K YJ:t<l.LJ!1IviLtJ:i!nJLJ\1!J. t ~L___ deceased
a/k/a Frank W. l\urt7., ,Jr.
-.
........._.._~...~-~._-_.~_._-_...._.._--
-------~_..-._~ .-.....~~ ---
65,000 00
1. Real estate with improvements thornon, situate in North
Newton Twp., Cumberland County, PA, containing 1.3038 acres,
being known as 2229 Ritner Highway, Bhippensburg, PA.
2. Alliance World Dollar Govt. Fund II, Tnc. - .840 shares @
13.875/share
Accrued interest to date of death
3. 20,000 FHtMC Serial 1702-U valued at $910.00 per unit, 0.734
factor
Accrued lnterest to date of death
4. 16,000 FHtMC Serial 1788-B valued at $940.00 per unit, 1.0
factor
Accrued 'interest to date of death
5. 1,217.21 units of Fahnestock Prime Cash Series (money markot)
@ 1.001/unit
Accrued interest to date of death
6. Delaware Delchester Fund A Class Acct. J024-5245360085 -
5,315.522 shares @ 6.36/snare
7. Franklin Templeton Acct. #12910472334 - 2,306.401 shares @
$ 10.37/share
8. Farmers & Merchants Trust Co. savings acct. #800742
Accrued interest to date of death
9. Orrstown Bank cheCking acct. #000-605328
10. Personal property
11. PNC Bank, N.A. certificate of deposit 131900054343
12. Social Security check - January 1997
11,655 00
53 15
13,358 80
51 40
15,040 00
60 00
1,217 21
1 04
3~.806 72
23,917 38
3.454 97
8 70
525 92
16.661 90
5,200 00
116 00
190,128 19
'OR DATUO' DIATH Ani. UI31191 CHICK HIU
J:,t'9" INHERITANCE TAX RETURN ~tv::~yU~:~DITISCLAIMID [ ]
.">~;,;: RESIDENT DECEDENT PILI HUM.I.
(OMMONWWlI'''' "NN!YLVANIA (TO BE FILED IN DUPLICATE 21 97 0143
OfP,U:'MfN1 Of _EVfN\Jf .
HA.",fJ:J. ~~rI',,, 0601 WITH REGISTER OF WILLS) COUNTY CODE YEA~ ~ ~UMIEM
! :!::,~~~tJ~IiF~:~~~l~~~~t JK~ ~~ ~"'~"H'~'~~:n~r~:!r~~~~':\I: i ~~w a r-;~5 7 ----.-
Iil 204-30-7701 J 2/3/97 8/24/201""
~. _~ ___~ '~ ."':..~ /~~~:::'O"'l~'l".' ":~'" :'."";'" .;"'~'~'_.. ~_l '6("~~":U:"NU"::'__-__ .. rA~OUNi. ;iC'W-:~:'~.'"' "~(rlO~~:......~_:=. ..... _~.
l!! lei I. Original R,'u,n [J 2. Suppl.men'al Rot"fI [J 3. R.malnder Ro'"n
",S" 110, do'.. of doalh prior 10 12.13.B21
t,3f~ [J 4. llmlt.d Ellal' [] Ao. Futur. Inl.re.I Compromllf [J 5. F.d,ral flIOI. Tax R.turn R.quired
n f i: l'or dol.. of death alter 12.12.821
~ f{] 6. Dec.dent Dlfld TellOIf! LJ 7, Decedent MaintaIned 0 living TruI' .!!.. 8. Tolol Number al Safe Depalil SOUl
(AlIoch copy of Will) (AIlach r.apy of T rUllI
..-- -~ "All CORRESPONDENCE AND CONfiDENTIAL TAX INFORMATION SHOULD'II DIRICTID TO.
NAMf-- ..., ... --- ,--. - -------".. 'n..._ ..--.-- -....,... -..---------'- ._.._...____~_..m.....,..j.. cOMi>itiT MAIliNG 'i.tio'liE"s'r- ----- ..__u___..."__..n......_._.__.______..._'......______
~i Richard L. Webber, Jr., Esq. 366 Green Spring Road
8f HltPH.ONTNuMafir..--.~~~._---~---.--._--- P.o. Box 40
I 7171 776-6566 Newville, PA 17~4l-0040. ___..._.._.~
---.--,---. .-..l::...-=::::-..=:.-..:::;;.:::..-=-=~,=,.:..__::..._:_=_-==":;:;:...-..:_-..:==_..;:=~=_::;c=::-:.'.=.;.""..~==~_:==;:;..._:=.====:.===:==-___ __;.___-
1. Roal E.'alo ISchodulo AI I' 1~~L.6!LJl.OQ.DD_ ..m._~
2. S'ack. and 8and. (Schodul. 81 121 ____9Jl~L1.QQ.!.. 70~..._._
3. Clallly H.ld S'acklParlnor.hlp Inler'" ISch.dul. C) I 3 ) ._.______.____
4. Mortgagel and Nalln Receivable (Sr.hedvle D) ( 4 ) .._.__.._ ____,..._._......___.____n_~
5. Ca.h, Bank D.po.i" & MhcollanooUl Por.onol P'oporly I 5 1 _..._~'O-'.13_3......l!L.___
ISchodul. E)
6. Jointly Own.d Property {Schedule Fl
7. T,anolor'IS;hodulo GllSchoJulo LI
8. Tolal Gran Anlll (tala I L1n'I 1.7l
9. Funeral F.ltpenltl, Adminhtrative COUI, MlleeHaneoul
hpon." ISch.dul. HI
10, Debll, Mortgage llabilititl, L1enl ISchedule II
I L Total Deductionl (Iota I Line. Q & 101
12. Net Value of Ellotelllne 8 mlnUlllntl 111
13. Charltoble and Governmental BequIllI15eh.dule J)
14. NGI Volu. Sublec~lo T?x (line 12 mlnuI lI~e 131
15. SpoulolTran,ferl lfor dol.. of death ofter 6.30.941
See Inltructlonl for Ar,plieobl. Percentage on Rever..
Side. (Include volutl ram Schedule K or Schedule M,l
16, Atnount of Line 104 laxable 01 6% rote
(Include volulI from Schedule K or Schedule M.I
17. Amount of Une 14 taxable at 15% rate
(Include volulllrom Schedule K or Schedule M.I
18. Principal tOIt due (Add lolt from tin.. 15, lb ond 17.)
lY. Credill Spoulol Poverty Crfldil Prior Poyments Oilcount lnl,,"1
-~------- + -.---- +- ------ ._-._---~
20, If line 19 II greater than Un. 18, enter the difference on line 20, Thl' il the OVER'" YMINT,
liD
,
/ ,"
.:j
J.\rV-l~O() I~.. l~ y~)
a:
g
:5
'"
g
u
w
'"
~
Ii
~
.
co
u
:l
....
II" I
.j
(61 ...___._......__..._~
171.___________
I Q 1 ~.._.J_~.,J._53 .}3 _
1101 _~..._.~____2P_7. 87__._
I B) .__L.1.2.L.2.9_4....Q.B. .....
11'1 .__llL_6.6_1~O...~_
(12) __JM.,..4J.2.._B.B..
1131 _.~....QQ9.....QiLn .....
IIA) _1..6~_4.3.2...lte.._..
1151_,..____._...___._.~".~..
1161 ....~ . ..__.,.._" .06 .
1171 _ _. ..:.i.h 'tJ.J.J1....__ .._" . 15 .
......_.2..4...3..6.4....9..3....___.
IIBI
Ctl("!(k here ,. you Olc Icquc\hng 0 ,H.h~nd Qf VOUI oV"'f!ovrn(>nl
IIQI ~... .__._....._..._.......,.._.
1201 .._~_2.4~.3fiL.9.3_......
21. If line 1811 gl'eater than line 19, enter Ihl'l diHerence on line 21. Thilll lho TAX DUE, (21) _ _ _ ______,_._~
A. Enter thfllntflr,,' on the balance due on line 21A, (21A) ..........____._ . ..___....____
B. Enler ,ho '0101 of U", 21 and 21A on Uno 21 B. Thl. i. ,he BAlAHCE DUE. 121 BI .2.4...1fi4~_9L_.__
~a~.5h._~.~ Pa_~~_~I.!_IO: ~.,.I!.~._~_ of ~~lh!. ~~~_,!I_ ___._.,_ _ .__ ___ _ ...._._ ___.__
~ >- BE SURE TO ANSWER ALL QUESTIONS ON REV~RSE SIDE AND TO RECHECK ;.IATH <t( <t(
~~;~:~';~::;, ~p~F'y.~t~lld~il~h,~I;~~~~f~::.~-.lm. ~:,~.'t.; :. t:~~~. /;~li~~~j.i~~p:a~\';,9. ,:~~d;6~:.-I~..~~.t-.:,~~...,~. 'f~'~i~~~~~. ~~h-~~.~;~~:\ir~~I~~~~i~~~~o~.n:.~~~I~.r;
bas 0 f whIch pftlp'mH hen any ~nowl"dge, ',..- -' .':J tt-- ) ---1J.- ~! . .'
'~ ~~~O~"~eN~~p,ON';~:il~i~:;~T~i~;lU~'~~i~"E~~~~. ~y'~~s ,..l~2~1ers-Rd:;shIpp:~ D'~f~-___--'---
.__._..____...~~~... u.. ....~.. .m_~_...._~_~n_.. u~. _.......... ..._.__... U._ __"__h_'__..._ __U___
MONATUIU Of PRHAAER OYHfA HtAN AErAl:.EN1A1IVE ADDRnr, DAH
...BJ. CDJ!r:!!...1..,.. .W_~I:>l?EO!.z:L;lr..,.,.._.;L6j?.~X~~1l..~pdl}g._RQ!L.J'&L.JiQlL.4.Q.L____ .klJ.j_!...._..__
Newville, PA 17241-0040
flfl,'.1503 EX t (..161 l j
';i;~ SCHEDULE B
COM~~~m!~~~!OtA~'~mm'N,^ STOCKS AND BONDS
"TATlO" ,-'t~II~!~_~'S'~'!;:,',,,c-,,=,,,=~'_'~_"c,,,-o,-,=~"'=='='"=,,,,=~=c~~=="---.ii1"UMI'. -='''~-=-:=-=
Frank W. Kurtz, a/k/a Frank Kurtz, 2197-0143
a/k/a Frank W. Kurtz, Jr.
---.,--~--~_._......._-'_.__..._---
!AlI p,op.lly lolnlly.o~~-,-~~I'h.lv.~' 01 SUlVlvorohlp mUI' b. dllclol.d on Sch.dul. '.)
IHM
NUMBER DESCRIPTION
1. Alliance World Dollar Govt. Fund II, Inc. - .840
shares @ $13.875/share
Accrued interest to date of death
2. 20,000 FHLMC Serial 1702-U valued at $910.00 per
unit, 0.734 factor
Accrued interest to date of death
3. 16,000 FHLMC Serial 1780-B valued at $940.00 per
unit, 1.0 factor
Accrued interest to date of death
4. 1,217.21 units of Fahnestock Prime Cash Series
@ 1.001/unit (money market)
Accrued interest to date of death
5. Delaware Delchester Fund II Class Acct. #024-
5245360085 - 5,315.522 shares
@ $ 6.36!share
6.
Franklin Templeton Acct. #12910472334 - 2,306.401
shares @ $ 10.37/share
TOTAL (.0.110 .nl" on IIn. 2, RI<opllulollon)
(II mor. 'pac. js n..d.d, In,.rl aclditiona' shuts 0' .am. .,11.'
VALUE AT DATE
OF DEATH
$ 11,65,5.00
53.15
13,358.80
51.40
15,040.00
60.00
1,217.21
1.04
33,806.72
23,917.38
S 99,160.70
tt\ll..... n""
.
SCHIDULII
CASH, lANK DIPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
C~W\~m! Of mlNlVlVANI.
IH'W17Di'H1I~~:'~IN
Frank W. Kurtz, a/k/a Frank Kurtz,
a/k/a Frank W. Kurtz, Jr.
~AIl ~ 1010". .n'" W"".... ......_ol......"""'!!! _ ""............. lcllHulo PI
N=~ DISClllfTlON
1. Farmers & Merchants Trust Co. savings acct.
# 800742
Accrued interest to date of death
2. Orrstown Bank checking acct. #000-605328
3. PNC Bank, N.A. certificate Of deposit
#31900054343
Accrued interest to date of death
4. Social security check - January 1997
5. 1996-97 school realty taxes - refund
6. 1997 countyltwp. realty taxes - refund
7. Personal property - household items
8. Personal property - nonhousehold items
9. AT&T - refund: check
10. Secretarial bOOk case
IA""'" otId1H..oI 'l'I" . 11" "'"" H ..... _ ~ 0Md0cI,1
1'1".. P,lnt or ,
2197-0143
YAWl AT
DATI Of DIATH
$ 3,454.97
8.70
525.92
5,200.00
6.67
116.00
39.63
61.99
11,791.00
8,318.50
10.00
600.00
$ 30,133.38
ItfI#IIII ... P,.
~~:~
COMMOHWUl'M 0' ,fNNSnVANII.
tNtUIUANct IA.tUIUItN
flll'DlN.!..DfCfDfNf
m~TI 0'
5eHIDULI H
FUNEIIAL EX..EN.IS,
ADMINISTRATIVI COSTS AND
MISCELLANEOUS EXF'ENSlS
lTIM
NUMIIII
,
,
~... "1,,, ., Typ.
- ..._--;"
Frank W. Kurtz, a/k/a Frank Kurtz,
a/k/a Frank W. Kurt~ Jr.
2197-0143
DESCIIIPTION
A. Pu.....I hIM"'."
I.
A.
C.
1.
2.
3.
A.
5.
6.
7.
e.
1.
,
Fogelsanger-Bricker Funeral Home, Inc.
1.
(A) Esther Dyers ($4,385.88)
Mil'll"'....''',. Co.," (B) James Kent ($ 4, 385. All)
Pellonol R.p....nlo".. Comml..lon. ( A) 1 ~ - 2 2 - 5 214 _
Soclol S.cu,ity NumbOl' 01 ""..onol R.p....nloll..., l B I 11fT-- 2 2 - f\ 1'1 ~
Y.o, Comml..lon. pold 1 997
2.
1I1Iom.., Foil
Richard to Webber, Jr.
Fomlly E..mpllon
Clolmonl . 1I.lallon.hlp .
Add.... of Clolmonl at decod.nl'. d.ath
SI,", Add.... ,
City __ Stole
Zip Code
3.
'robale Fool
Cumberland Co. Register of Wills
MIIC.lIa"..U' hIMn....
Cumberland law Journal - legal ad
AMOUNT
$ 6,523.50
8,771.76
7,771.76
258.00
60.00
Valley Times-Star - legal ad 60.48
Cumbo Co. Register of Wills - filing of inventory & 25.00
inheritance tax return
F&M Trust Company - fee for verification 5.00
Dennis l. Gotshall, Auctioneer - appraisal fee 65.00
PP&L 98.26
PP&L 57.34
PP&L 10.64
(If mo,. '1'... I. "......., I".... .....'......1 .....,. .f ...... .1...1
TOTAL lAI.o .n,", on II... 9, lIocapltulCltlonl $ cOnti nupd
.
... "'"'' ,.... ~~
C.........""ltI 01 "_"1..""1.
till"""...... ,.. "'U'"
IU.INI"ClttJolI
ICHIDULI.
DilTS O' DlelDINT
MORTGAGE L1A8L1'tII!S AND LIINS
Frank W. Kurtz, a/k/n Frank Kurtz,
aikin_Frank W. Kurtz, Jr.
mM
NUM'" ~HION
I. Cumberland Valley Co-op Association
2. PP&L
3. Cumber~nd Valley Medical serv~~es
4. Carlisle Imaging Associates
5. PP&L
6. United of PA
7. Darlene Pittman - 1997 otiunty/t~p. real estate taxes
8. Carlisle Imaging Associates
9. PA Dept. of Revenue - 1996 PA ~rsonal income tax
.
.
10.
Carlisle Hospital
11. Cumberland va;ley Medical Services
--
'I'OTAI. IAlM _ III .... 10.. l J r 11.100,,,",,
(If - ... II -*I ..... . .. ,,11 ..... rI _ ...,
,
,
,
,
AMOUIft
$ 10.20
258.40
34.53
9.97
165.76
17.91
100.76
55.50
37.00
9.20
8.64
.
/5'-/61,5-
COMMO~WEALTH OF PENNSYLVANIA
DEPARTMENT' OF REVENUE
BURHU Of INOIVIDUAI, TAKES
INHUUlANe!. UK UIVl5JON
UlPl, Z8G601
HIlRRISlURCI} fl" 111""-0601
NOTICE Of INHERITANc[ TAX
APPRAISEMENT. ALLOWANCE OR OISAI.I.OWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
DATE
ESTA TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-97
KURTZ
02-03-9"
21 91-0l43
CUMBERLAND
101
RICHARD L
366 GREEN
PO BOX 40
NEWVILLE
WEBBER JR ESQ
SPRING RD
PA 17241
('
-
In Ihll_ AI' IUtll
FRANK
W
1..--- ""-----A;oiA"-t-R..iH.d------.-..~
_-_'~~.~_~~.~~~-".:,~:~~.~:~~~~=.=:~_~~~l
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RE1'AIN LOWER PORTION FOR YOUR RECORDS ...
ifEV: is(,i - Eif" A F P - f oi-: 97"1 - No"fi c i" -ei Ii - Y NHEif if AN-C E -"fA ii - AP PRAY Ii EHEN'f,"" A L roii AN"CE - 'OR - - -"" - - - - - - - - - - --
DISALI.OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KURTZ FRANK W FILE NO. 21 97-0143 ACN 101 DATE 09-29"97
If an assessment was iSRued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures thll't include the total of ill returns aueued to date.
ASSESSMENT OF TAX:
15. AMount uf Lin. 14 .t Spousal rat.
16. AMount of Lin. 14 t.~.bl. .t Lln,.l/Cla.1 A rat.
17. AMOunt of Lin. 14 t.~.bl. .t Coll.teral/Cla.. a r.t.
18. PrIncipal Tax Due
TAX CREDITS:
._----,- ..-----.----,---.
PA YMENT
DATE
06"13"97
TAK RETURN WAS, I X) ACCEPTED AS fiLED
RESERVA1'ION CONCERNING FUTURE IN'TEREST - SEE REVERSE
, ,
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. RAlll Est.t. (Schedule A)
2. Stoekl end Bond. (Schedule OJ
3. Clos.ly Held $tock/P~rtn.rlhip lnt.rftlt (Schedule Cl
4. Hodgeu../Not.. Recaivllbh (Schedule 0)
S. C..h/Bank D.po.lt~/Hi.c. r.rson.l Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Tr.n.f.rl (Schedule OJ
e. Tot.1 AI,.t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
", Fun.rd Expans../Ad"" Caah/Hhc. Exptlntl.. lSchedule H) I I))
10. Debh/Modgllge l1abil1U.IR/U.nll (Schedul. X) (10)
11. Tob]' Deductions
12. N.t Value of Tax Return
13. Ch."U.ble/l'Jovllrn",.nhl Oaqull.h (Schedule J)
14. N.t V.lu. of Ellt.t. Su~j.ct to lex
NOTE:
RECEIPT
HUHBER
AA21f413
DISCOUNT (.,
INTEREST/PEN PAID (.)
.00
) CHANGED
11) 65.000,00
1<1_---2.9,160,70.
15) ......Q.Q..
14) -...Q.l
IS) 30.133,38
16) ,OQ.
I7l ,00
(8)
28,153,33
707,B7_
(111
(12)
(15)
(14)
(15) ,00 X,D 0:
---~-
(16) .00K,06.
(I 7) 162.432,88 K,15.
I1BI
AMOUNT PAID
- -24.364,93
TOTAL TAX CREDIT
BALANCE OF TAX DUE
---
INTEREST AND PEN.
.~---_.
TOTAL DUE
NOTEI To insure proper
credJ. t to yo\.r aocount,
sUbMit the upper portion
of thh forM wHh your
tax paYMent,
194.294,08
~R.R61 ~o
165.432,88
3,000,00
162,432,88
will
,00
,00
24.364,93
24.364,93
24.364.93
.00
,00
,00
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
I If TOTAL DUE IS LESS THAN U. NO PAYMENT IS REQUIRED,
If TOTAL DIIE IS REfLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS,)
~l'
[71
,.~, I
\-J~
I~',
[},
_ , ,.)
() ()
RESERYATIONI Elt.tll of d.c.dent. d~ln. en or blforl D'~'Mb.r It, 1982 -* If .ny futyr. inter'lt In thl .It.t. 1_ trln.f.rrld
In po.....IOh or enJoy,ent to ell.. . (c011.tlrel) bln.flcllrl,. of the dlcldent efter the .~plrltlon of .ny ..t.te for
Ilf. or for y..r., the Co'.o~..lth hlreby IMprl..ly rl..rVI' th. right to IPprel,. and ...... trlnlf.r Inh.rltlnol TIM',
et thl llwful Cle.. . (coll.ttrll) rate on .ny .uoh future lntlrt.t.
PURPOSE Of
NOnCE I
To fulfill the r.qulr..ent. of Slotlun 2140 of thl Inherltano' Ind E.tlt, VIM Act, Act 21 of 1995. (12 P.S.
SliCltlon 'J140) ,
PAVHf.HTI
O.tach th. top porUon of this HoUe. and lub.lt with your' p'Vlllnt to the RIghtlr of Wllh prlntld on the r.vlr.. .1~.
"Hlk. oh.ok or MOnlY ordlllr paYlble to! REGISTER OF NILLS 1 AGENT
REFUND (CFlll
A r.fund of a tlM cr.dlt, which WI' not r.qu..ted on the Tax R.turn, MIY be r.qu..t.d by oo.,l.tlng In "Applloltlon
for RtlflJnd nf P.nn.ylv.nl. Inhorltenc. and E.tt'ltl Tax" (REY~U13), Applloation. Irl .wallablt at the Offlol
of the R.gl,ter of Wills, .ny of the 25 R.venu. Ol.trlot OfficI', or bV calling th. .p'olll 24-hour
bn.w.rlng ..rvlc. n~b.r5 far for~. ord.ring! In P~nn.ylvlnll l~bOO~S62-20S0, out,Ida Penn.YlvanlG and
within 10011 H.rti.burg ar.a (117) 181-8094, TOO* (717) 772-2Z52 (H..rlng I~p.lr.d Only).
OBJECTIONS I Any plrtv In Int.re.t net .Itl.fl.d with th. IppraI....nt, bllowlne. or dlsallowlnc. of deduction', or a.....~.nt
of tax (inoludlnu dl.count or Int.r..t) IS .hown on thl. Notlcl lu,t obj.ct within .Iwtv (60) day. of r.colpt of
thh NOtlllll bv!
"wrlttln prot."t to the PA O'Pllrt..nt of Rev.nu., Board of APPIIls, D.p\' 2al0n. Hlrrltburg, PA 11128-10Z1, OR
--.lectlon to hllv, th. .att.r d.t.".lnld It ludlt of the aaoount of th8 plr.ellal r.pr...ntatlv., OR
--'PPlal to the Orphan.' Court.
ADHIN
ISIRATIYE
CORRECTIONS I
Flctual .rrot. dl.cov.r.d on this ........nt should bl ~ddr,...d In writing tOI PA DePlrtM.nt of A.v.nu.,
Bur.au of Individual IIMID, ATTNl Po.t l..I....nt Rlvl.w Unit, D.pt. 280601, HarrI.burg, PA 17121-0601
Phone (711) 787-6S0~. S~e pau. S of the booklet "!n.trulltlon. for Inhorlt.no. TaM Return for a R..ld.nt
D.e.d.nt" (REV-ISO}) for In Ixpl~natlon ~f ad.lnl.tr.tlveJy oorr.otabl. arror..
DISCOUNTI
If any taM due 1. p.ld within thr.. (~) oal.ndlr lonth. aft,r the dlo.d.nt'. d.ath, I flvl percent (S~) dl.count of
the tex paid I. allow.d.
PENAlTYl
Ihtl 1SX tax I.."..tv non-participation p.nlUy Is Clollputed on the total of th. \elx and Int'I"..t auulld, end not
paid ~Ifor' Janu.ry 18, 1996, the fir.t day lifter the Ind of th. taw a~ne'ty p.rlou, Thl. non-p.rtlolpatlon
pinel tv I. app.alabl. In the '"~~ ..nn.r and In the the ,a.. tl.. plrlod a, YOU would Ipp.al the taM and Int.r..t
th.t hi' b"n .......d a. indicat.d on thl. notio..
HlTERESTI
Int.r..t I. oharg.d beginning with fir.t d.y of d.llnqu.ney, or nine (91 .onth. and on. (1) dly fro. the det. of
d..th, to the d.t. of pav..nt, lax.. which b.ea.. d.llnquent b.for' JlnUlrv 1, 191~ bl.r Int.r..t at the r.t. of
,Ix (6%) p.ro.nt p.r annul c.loulat.d at . dallv rat. of .00016~. A!l taxe' whloh b.ea.. dellnqulnt on and aftlr
JttnUIrY I, 1912 will bur Illtlr..t at e rate which wUl vary fro. callndar y.ar to o.lIndal" Vlar with thlt rat.
announoed by tha P^ Depart..nt of R.v.nue. Th. appl!Cllbl. lnt.r..t ratl' for 1982 through 1997 arl:
'W.t Inter..t Rate DlilY Intlr..t factor :!!.!! Inter..t Rate Dall'J Intlr..t fector
1912 20X ,eOO5~1 1911 9% .000247
1983 16~ .000451 1961-1991 111: .0OOSOl
1914 11X .0OnOl 1992 'X .OOOlH
1985 15:': ,000156 1993 -1994 ]X .QOOI9Z
u.. 10:< .000Z74 1995-1991 .X .000Z(,1
-.Interlllt la e.loul.t.d a. follow'l
INTEREST ~ SALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.~AnY Notio. l..ued .ft.r the taM b.oo... dlllnquent will rlfl.et an Int.rl.t e.loulatlon to flft..n (IS) diY'
beyond the dati of th. a""'.lnt. If pay.ant I. .ade aftlr th. Int.r..t oo.putatlo" date .hown on the
Notlo" additional int.r..t MU.t bl oaloulat.d.
\
NOW, THEREFORE, WITNESSETH that We, the sald ESTHER BYERS and JAMES
KENT, ln conslderation of the above and intending to be legally
bound hel-eby, do hereby acknowledge that:. we have thls day recel ved
from the said Co-Executors, in full satiBfact:lon and payment of all
sum or sums of money, legacies, bequests and devises as are stat~d
under said last will and testament, the assets listed in the
schedule of diBtdbution, and do hereby bind ourselves to the
Accounting and Schedule of Distribution attached hereto and do
release the said Co-Executors, ESTHER BYERS and JAMES KENT from any
further liability.
AND, We do hereby stipulate that in order t.o avoid the expense and
time involved in the filing of a formal account and schedule of
distribution, we consent to distribution being made without the
filing of an account and schedule of distribution, the same to be
with the same force and effect as if they had been filed and
confirmed by the Orphan's Court Division of the Court of Cumber-
land County, Pennsylvania.
THEREFORE, We do hereby remise, release, quitclaim and forever
discharge the said Co-Executors of and from the said estate and
from all actions sui t.s, payments, accounts, reckonings, claims, and
demands whatsoever for or by reason thereof, or for any other use,
matter, cause or thing whatsoever, touching upon the estate of the
sidd decedent, and we do further hereby covenant and agree that
should any liability come due to the estate of the said decedent
after the signing of this agreement, we hereby covenant and agree
with each other and the aforesaid personal representatives, that we
will contribute pro-rata our share of t.he estate to satisfy any and
all claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate or the aforesaid
personal representatives after the signing, sealing and delivery of
this family settlement agreement and final release.
IN ri,ITNESS THEREOF, the parties have signed this Agreement this
_~_. day of October, 1997/ intending to be legally bound hereby.
Witness:
/?1>;J.~ ---v~
,ff// A -~t{
~~A) K~O""~/
ESTHER BYERS
L'"'-t /i.--J
rES KENT'
-2-
SUMMARY OF ACCOUNt
Fiduciary
Current Acquisition
~ Value Value
Proposed Distribution - 13 $ 68,589.47
In cash and in kind
Wnci9al
Receipts 6 $ 194,426.77
Net Gain (or l,oss) on 7 3.325..1L
Sales or Other
Disposition
$ 197,752.51
Less Disbursements:
Debts of Decedent 8 $ 783.77
Funeral Expenses 9 6,523.50
Administration Exp. 9 4,766.31
Fed. & State Taxes 10 24,364.93
Fees and Commissions 10 17.486.46
Balance before Distributions
- 53.924. U-
$ 143,827.54
=-.1.7.265.2~
Less Distributions to
Beneficiaries
Principal Balance on Hand
$ 66,562.28
Income.
Receipts
Less Disbursements
12
13
$ 2,234.35
201. 09
Balance before Distributions $ 2,033.26
Distributions to Beneficiaries - 0 . 00
Income Balance on Hand
2,033.26
Combined Principal and Income
$ 68,595.54
-5-
Total Gains and Losses
Less Loss
Net Gain
~BTS OF DECBDENT
DISBURSEMENTS OF PRINCIPAL
02/24/97 Cumberland Valley $ 10.20
Co-op Assooiation
02/24/97 PP&L 258.40
02/24/97 Cumberland Valley 34.53
Medical Services
03/05/97 Carlisle Imaging 9.97
Associates
03/12/97 PP&L 165.76
03/17/97 United of PA 17.91
03/17/97 Darlene Pittman, 100.76
Tax Collector -
1997 county/twp. taxes
-8-
$3,843.36
517.62
53.325.74
$ 517.62
Current;; Vll~
04/10/97 PP&L 98.26
05/05/97 Expenses of sale - 2,782.60
household items
05/05/97 Expenses of sale - 665.00
nonhouBehold items
OS/27/97 Realty transfer tax 650.00
paid at settlement
05/06/97 PP&L 57.34
OS/23/97 PP&L 10.64
06/02/97 Cumberland County 10.00
Register of Wills -
filing fee for Inventory
Fiduciary
Acquisition
Yl\llUl
06/13/97
Cumberland County 25.00
Register of Wills -
filing fee for
Inheritance Tax Return
and Inventory
To Be
Paid
Cumberland County
Register of Wills -
filing fee for
Family Settlement
Agreement
17.00
$ 4,766.31
FEDERAL AND STATE TAXIS
06/13/97
PA Department of
Revenue -
inheri tance tax
$24,364.93
$24,364.93
FiES AIm.. COMMISSIONS
Richard L. Webber, Jr. - Attorney fee -
4\ of Principal Receipts of $ 194,294.08
equals $ 7,771.76 - paid as follows:
02/24/97 - $
750.00
-10-
~urr8nt Value
F 9< M 'rrust CornplUll! -
savings account #800142
Interest ftom date of death
to 02/19/97
3.85 $ 3.BS
Fat~estock Prime Cash Seri~~ ~
07/24/97
95.99 $ 95.98
Total iucorne receipts
~ISBURSIMBNTS OF INCO~~
To Be Esther Byers - 2.5% $ 55.86
Paid Commission on income
To Be James Kent - 2.5t 55.B6
Paid Commission on income
To Be Richard J". Webber, J"r. 89.37
Paid 4t Commission on
income
~CHEDULE OF PROPOSED DISTRI~UTION
TO: . ESTHER BYERS, pursuant to
Paragraph SIXTH of Will
$ 34,297.77
TO: JAMES KENT, pursuant to
Paragraph SIXTH of Will
:!:.. ;H,297.77
Total proposed distribution
"'13 -
f.J...W.Iciary
ACQuisitiQn
~~
$
2,234.35
$ 201.37
$ 68,595.54
~TATUS_RE~OR~ UNDER RULE ~~ll
Name of Decedent: FR~NK W. KURTZ, a/k/a FR~NK KURTZ.
a/k/a FRANK W. KURTZ, JR.
Date of Deathl FFlhrllArY....J..-..1!l.9..1....___
Wi 11 No. -21 Q7..n11l..3.
Admin. No.
N/lI
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate I
1. State whether administration of the estate is complete:
Yes .-X____ No _.____.....
2. I f the answer j B No, state when the personal
representative reasonably believes that. the administration will be
compl.ete :____~__.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes___ No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to lhe parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel ;;(17(7&
~
'.0
f,',',
( '1
(
i-:I
I'~
",Jl I'-J
,,' " , .~
'j()
?1/'1'M-~_.
Signet-ure
~chard L. Webber.~~sa.
Name (Please type or print)
366 Green Spring Road, P.O. Box 40
NQ':lvi~- P' 17241 0040
ACldress
ill?) 776-6566
'reI. No.
Capacity:
Personal Representative
X Counsel for personal
representative
(MAH: rmf/ AM3)