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HomeMy WebLinkAbout80-00125 ~<lilo No. 21:-80 . '":--r. ,.._""r PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Marte B. Kauffman , deceased. Harold B. McLane. Deputy To nicl.lil d C. AI'\e1ers8Fl, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. IS Petitioner(x) IlIT./iJ the executor named in the Last Will and Testament of l"arie B. Kauffman dated January 25, 1971 Decedent was a citizen of the United States and a resident of xXFownshipx Mechanicsburg Borough, Cumberland County, Commonwealth of Pennsylvania. Decedent died on It.ondav the 28th A. D. 19 80 , in the County of Dauphin day of January , State of Pennsylvania at the age of 67 years. xMSX xM~x her Decedent has not been married and has nat had children born to himcx since the execution of the above described Will. Decedent was possessed of personal property to the value of $1200.0:l and of real estate to the value of None as near as can be ascertained; said real estate situated as follows None x~:,rx Therefore, your petitioneds-l respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon, Dated February 22. 1980 _ . ; j -;1;/ Name and address .-/ /.........,Y /~. '4:::-_ /.C~-= k. f P t' . ( ) tewart A. :uu man, J~ o e Itloner s /'/ 1008 East Coover St. Hechantcsburg, Pa, 17055 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Stewart A. Kauffman, Jr. named in above application, being duly say(s) that the statements set forth in best of sl.orn according to law this petition are true to the Sworn his knowledge and belief, J .{y;! P :If:/ L and subscribed before /L/-Y--'<-J~//:;,.. .- (~- //--h:._~ -'~ /, / / me February 22 19 80 , 'cr1 ~.If! !~'\r)c..~(,:,- . Deputy 'J . '-..... nicl,lil d [, /.RSElfS8Fl, Register Filed; February 25, 1980 ~ I -~t:J -/u?~ I j-t. .. :;L Attorney: J. Hobert Stauffer ~ "'. LAST WILL AND TESTAMENT I, MARIE B. KAUFFMAN, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my last Will and Testament, hereby revoking and making void all fonner wills, codicils and other testamentary dispositions by me at any time here- tofore made. 1. I direct my Executor, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of my last illness and burial. 2. I give, devise and bequeath all of my estate unto my husband, Stewart A. Kauffman, Jr., absolutely. 3. Should my said husband predecease me, then and in that event, I dispose of my estate as follows: A. I give and bequeath unto my daughter, Diane K. Humes, my walnut drop-leaf, handmade table. B. I give and bequeath unto my son, John S. Kauffman, my guns and fishing equipment. C. All the rest, residue and remainder of my estate, whatsoever and wheresoever situate, I give, devise and bequeath unto my children, Diane K. Humes and John S. Kauffman, equally, share and share alike. 4. I appoint COMMONWEALTH NATIONAL BANK, of Harrisburg, Pa., guardian of any property which passes, either under this will or otherwise, to a minor, and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education (including post high school education), 4€8 :-' ~- support and welfare, or to make payment for these purposes, without further responsibility, to the minor or to any person taking care of the minor. 5. I hereby nominate, constitute and appoint my said husband, Stewart A. Kauffman, Jr., Executor of this my last will and Testament. Should my said husband, Stewart A. Kauffman, Jr., fail to qualify or cease to act as Executor, I appoint my daughter, Diane K. Hurnes, Executrix of this my last will. 6. Should my husband, Stewart A. Kauffman, Jr. predecease me, I appoint my daughter, Diane K. Hurnes, guardian of the person of my son, John S. Kauffman. IN WITNESS WHEREOF, I, MARIE B. KAUFFMAN, the Testatrix, have hereunto set my hand and seal to this my last Will and Testament this ~,{.z/' day of January, 1971. Signed, sealed, 'I'.. ..,_<c_ .' /? .-.,' .z:' " /1 C-<~ ~~.. ./~.J' '-'__1_' (SEAL) .. , , , /// ! published and declared by the above named Marie B. Kauffman, as and for her last Will and Testament in the presence of us, who, at her request and in her presence and in the presence of each other have hereunto subscribed our nmnes as witnesses thereto. 1) . ..-1/J...... '1' ~ .-If 7/'1 (' '?,Jln/..4u- .~/'!"k....a. v' / IV >>"""7 4f,9 . OA TH OF NON-SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J 55: This, the 22....) day of _ Harold B. McLane, Deputy --t Eo A (2.1~ f.\ a() A. D, 19ti? before me, R:h..I,ul d [, ,\, .dcl ~al" Register for the Probate of Wills and Granting Letters of Administration in and far the county of Cumber- land, in the Commonwealth of Pennsylvania, personally came who being duly S."'t\'Y """- according to law deposed and say that they are well acquainted with the handwriting of edt.:}Q j Ii: 6. K"ilueJ---.,,-Y'> whose name is attached as ) Co> ~\-" Toy.,' oJ ....... to an instrument of writing purported to be the Last Will and Testament of l"\ A a.. i I<: ~, IC \)..... ~ F "'" ~ Y'\, late of ~ Q c~':)"'~ "'.. '0 "\ ""a- and that the said signature is true and genuine, and that the said---.l1 An.;' G: , deceased ~. \<~" ~~"""b'" , ... is now deceased or absent sworn nnd subscribed before me, thi~ February 22 day of .?1~.~;?~- ~ IG~(//7:J~- - \- e: ~ alllAd A. D, 1~ ~jl '~_~~c,~ Deputy '- :d c..~\ ~......, Register per J Deputy 1\.~::I;OJII;iI 4';"0 . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I 55: COUNTY OF CUMBERLAND \ This, ...... ,............. ........,2 :~:.~,~::........... ................. day of,....... .....L/,;,.. ............ ...... ...... ............' A.D,. 19.. ~~... Harold B. McLane, Deputy before me R;.I.a.d 0. :...d~.~vo', Register for the Probate of Wills and {{ranting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania. personally came .............. ......,...1:( ~.P,J.I!-.::": ..,~~,..,~.~!'!.c?!l:i{ ,. ,.,. ...Q[\.~.,9J."...,........,... ,....".., ....",......". ". ,..:.".".....,..." ",..... .".",.."....,....,.,... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ".".,',.".!:!~r.,~,~..,I?..,.,'~~~Er.~l.~:!",.......,',.. ....,..,..,... ...",.,., ,. ...", Dated ,.'!,~!.l.\l:~r..Y. "~?",..1~It. late of ..... ..~1~!?.l:~~mJ.x,~.l?.~r.,g ..... ......" ..... ...................... ....... ....., ................, Cumberland County Pa,. deceased who being duly ........~.~~:..~.....,.................. according to law, depose and say. that .....~.~...:!.~~..................... present, and saw and heard the testa!:r..i.~........................ ...........,I~~.J;J!:...?......I,~~~r.~.I!!~!:.......................... sign. seal, publish, pronounce and declare the said instrument of writing as and for h,tlX'........... Testament and Last Will, and at the time of so doing ................~,l;,~...........................was of sound and disposing mind memory and understanding, to the best of .........h.\.1!...............................knowledge. observation and belief. .............SHoX',n...................... and subscribed before .................................................................................. ,.gk:~.,..!'r.'...~...4r.~.....".,.,..,....,......, ~~~.J~:.Jftrr~.?4.~~.........,....,.,?,~~.~,~y . La. E. Aud....J.~vu, P\.Cgister .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ Stewart A. Kauffman, .Jr. ' ......,......."....,....,.""" .....",..".."..,...,.........".....",.........,..,........,'." "."...",. ,...",..",..."",.........",........",.,.bClng duly ..............~:i,c;>,r.}!....................... says that as nearly as can be ascertained the said decedent .......................... .........., ,."...,..,...~!!U',1~".~ ".,.1.<;g.V.f.fP.'H\D...,.,.."",.........,..,.. ...".,.,........",.,.".......,."....... .,...",........."" ........died on ......I.1!?l?9,~il............................. the ....J~,~~.................day of .....'!,~!'!!;I.~r.ii................................. A,D., 19..~.?, at or about .........?:J..9......................... o'clock, ,?',M. ................~,~R,~,~........................and subscribed this ....................,~~~.~.................. day Llf ..~.7.~::.';I,~,~.~... 19, .~!?.., before :_~ ' - /:'-',-;.?/,,/, /-' ./ d ~ ,,- //. /- ,- /. Jo"........-::.-;:..;,. ~./ ~~--- .- .__.., _"_'.' ........., ,/ .,.rl~.............................\,....~.~7....<~.~.....r....../........... .(>'.- .' ..~~1{jD~.,~.~.....,...,.....~.~?.~ty R:...lu.u d fl.:to .... ~......~..Register 4':"'1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} , COUNTY OF CUMBERLAND SS: Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came ,.....~,~,"'.:-:!?-.~~,..~..'....~~:':l.r.r.:::~~,!..,:~!...............,........................... who. being duly ......,~~,<?~~.........., do ~:?...... depose and say that as....~~.?,~~.~~:........................................... of the last Will and Testament of ....}:;~,rJ~...12.~...!~!!-.~\f.J.t;!f!~............................................................deceased ........~.~............, will well and truly administer the goods and chattels. rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, ....,~):I,9,r.!)............ and subscribed before me, February 22 80 ,....................................................... A. 0..19....'........ ~..,';gJ':y1,~.;2(.M~,..,.,..!?!'!J?,l;1~y . . .aulJ.~~t:'~gister ~~k/d:~6::-~#.... .................................................................................. :'ti 0: :<l> :<JJ 00: :t> a> :<l> . " ...... :<l> :0 U. <'01: 00: 0 *1 Ill: L':l III --I :<:: ..!G <'oIi N <'01 <l; 0 >i 0 ~ ,~ ~ k; \~ ' --I Ii. I r" - Ill: 0 .: ::I: 00 S :=> ~ u: k: I ~ 8: .0: " ~ .- ,5 Iil: Gl: N Ii<~ 0 . "C co t!1 <l> 00: I 0 r.1 "C \0: - Z .... <1': H 0 N $ p~ " *: .5 :-1j ~ <l> "C ~ "" "C bll ~ <JJ <= '" fiI d ~ ~ DECREE Be it remembered that on the .......?~.~~....... day of ..............~.:~,:.~~,:.~..............,' A. D.. 19 ,~,~... there was probated and recorded the last Will and Testament of ....l:~~!.'.~,~..,~.....~~~.~~:::~!:.................................. 1 te f Hechani.csburg, C b I dC . a 0 ............................................................................. urn er an ounty. Pennsylvama. Deceased. Letters ............:r.all.t,atw:,.nj;,~,r.:v............... were granted to Stewart A. Kauffman, Jr. ............................................................................................ Witness my hand and official seal the day and year aforesaid, ......p.!'!l?':I:~y . Register. - ;./ RCC-t03 (3-731 *' COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF Cumberland This return must be completed in dotall and filed in duplicate, with tho Register of Wills in !he County whore tho docodent resided within nino months ohor do to of death, unlen an extension Is grantod by the Socretary of Revenue. Will. - Admn. No;AI-fz.,. 1.,2")1)_ I. ~t.At..rPl"'1: A. ;;n"rrmRn, .Tl"'. (NAMEI 1008 East Coover ~t., (If j.lt":~hAni ~Rhlll"C', Penna_ (ADDRESS) Mise. being duly sworn accurding III law. depuses ami says thal he is Ihe husband and Executor (EXEC., ADM., LEGATEE, ETC,l l-lechanic.sbul'8___________ ICITY, BOROL'GH, OR TOWNSHIPI J"J.!_I}!te.I'Y_ .;;'9LJ,9~0_ (DATEI or the estate of Narie B. K,!uffmal'L_. laic of deceased, and lIulI lhe whole lJf the cstillc uf said decedent, who died 011 consistcd of Ihe :assets listcd helow and tlmt nllllwllhle dehls alld dedu(;tiolls e.\cecded Ihe r:lir market v.due uf the assets and nn Pcnnsyl\'ulli;1 TrOll1sfcr Inherilancc Tax is due. /'/ ~ ' ./ . ~' .. l~ / j./;,,-~y~f__ ~ <~>.~- ~__._Executor__ (SIGN/.lURE) /....:: /~ t TITLE) ..>~;/ 19 80 Th. . My Comminion Expires 82, ASSETS EstimaTed Market Value Deportmont Valuation CAUTION (Do not write in this space) (Attach additiona~ if neces5ary) Description of Asset Personalty Personalty Personalty 1973, Ford four door, Maverick sedan $25.00 u. S. Savings Bond, Series E, dated Feb. 1977 No. Q6148790687E $50.00 U. S. Savings Bond, Series E, dated July 1976, No. L2029205447E, :p .:1./. /1- of1/; 6.JJ TOTALS :$ 1275.0 1J..~.s; '/ (, REPORT OF INIIERITANCE '(',\X APPRAISER -~#tf It the undcrsigncd duly appointed Inheritancc~ Tax Appraiser in nnd for the above (nllnty do respectfully rcport Ihat I havc appraised the real amI personal property as reported in the forcgoing schedule al the values set furlh opposilc each ilem in the last enlumll III the righl. O~,J 'J <'0 n J.'. J) I'larch b 1980 &7d..~'u.~ ~,t?,_UL'u1. Dated:' (INHERITANCE TAX APPRAISERI Name of Payee DEBTS AND DEDUCTIONS Nature of Cloim Amount ApPloyed by Register Amo..nt Claimed Myers Funeral Home, Mechanicsburg, Pa. Register of Wills Register of Wills Funeral Expenses Filing form RCC-I03 Insolvent Estate Letters Testamentary and one (1) Short Certificate :); 2719.00 3.00 14.00 TOT ALS $ 2736.00 4, 0\ REPORT OF TilE REGISTER OF WILLS It the undersigned duly elected Register of Wills in and fur lhe ahcwc COllllt)', do respeclfully report Ihall have allowed dcductiuns inlhe amounts set funh in the ahm'c schedule as claimed, exccpl where I have set fmlh a grenlcr IIf lesser alllount in lhe lasl cnlumn In the righi, which greater or lesser ilmnllnL rcpresel1bi Ihe s 11 nil \'cd .1.' a dcduclion Date of APp",val:~an. . Q , ~ J'o ' ~ ;/-{:,-.:L 'F\~ ~ W'jl ~ ~ E- o ~ " z . 1 " < >- w w :;; u ...... W w ~ -' '" '0 <l: ~ - s:: '" ..0: " a: l'< <1l " :< 0- tu ::l rl " '" 0- 0 .0 k ;.- c.. 0 ..0: '" W Z '" OJ ;.-, c.. ......... '" x .g f < z X 0- E- .0: C) ~ 0- W ..0: it OM ;; 0 is .. ~ ::l = 0 E- O 0- % '" [j <l: (J.. W .c ~ I- ~ 0 ~ <l -= '" OJ a: ~ 0 " ~ c.. .~ W w E- I:Q ~ ~ '" ~ E- O ;. ..0: ~ "" E fil 0 ;; " :;; H * " ~ - '5 rr: 0 U ::~ c:: ..l U ~~ ~I '-, ~ '* REV-SIB (3.79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. o. BOX 2970 HARRISBURG 17105 I N YOUR REPL V PLEASE REFER TO I nvestigation Division NOTICE OF FILING OF APPRAISEMENT Stewart A. Knuffmcn, Jr. 1008 East Coover Street Hcch.::nicsburg, l?A 17055 IExecutor Dr Administrator) Date lla.rch 0, 1~80 Signed b.J1('''f/d / #f,',oA,u,l) In Re: Estate of It"1l~ic B. k'tuffmnn Cucberlnnd County - File No, 21-80-0125 Dear Hr. Knuff=n: You are hereby notified that the Insolvent appraisement in the estate of Harie n. r",.uff=n has been filed in the offiCe of the Register of Wills of I"umcennnu County on I-Jereh b ,1980. Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total Hone $1265.70 Hone Hone $1205.70 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22,1965) from date of death, interest at the rate of six (6%) percent per annum is charged, Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L, 373. Title Chief Appmiser NOTE: This is not a bill. ..... .---'- c~~ / - ,L- /} ~ - RCC-.4214-17t /(~d'{\\ -f} i. ...lJ':I",. COMMONWEALTN OF PENkSYLVANIA OEPARTMENT OF REVENUE AUG 1. 5 /980 ,--,'/ / I (I~. .1,> BANI( NO. /". /'" ~ /..._i/- r~. ,. NOTICE OF DECEDENT ACCOUNT STATUS CATE FILED }/"jp(l STATUS OF ACCOUNT NOI ~JOINTI TRUST. OR INVESTMENT --;-('., ,"/ RETURN COMPL ETED FORMS TO LOCAL COUNTY INHERITANCE TAX OFFICE NAMES ON ACCOUNT , , . / /;/ ,//' '//,/ to ; /. / I'" ,/ SOCIAL SECURITY NUMBER(S) ~ - .J- 'I'.' )" I......." .... ..I-t-{'I\/ it.! ,I",. /:.'.,,;: !'..I 'I":I-',VI,I/'/ .:" /.( /-( ),33 SURVIVING DEPOSITOR (Benellclary) INFORMATION NAME / RELATIONSHIP b__. J. N^ME 5 p. -', J. - __J I' If TO DECEDENT.~ \ It. tL'I'.-( ,7. /,i;;(f ~_;/,,,"J,.: f, ::~,', of.: 'I. A.I I/, 1/,:,/1." OECEDENY INFORM" H d /(/if / I- ~'M 1/ /V ADDRESS I.OORESS ".... I ,/ .f , It C. 'r c..." ( (.; /~ I '. I 1/ ( ,;. L f"~ _. '_. .# CITY Cr.;(. vc-;{ CATE OF DEATH ;/);;/,>, 0 Ale: UI I; .,,-;,C~ i3(1 F':' " t...... ".' , , I j'\' .,' I ',' , \ ~_J)I, 11.:/<.. ,') .,'// {'(i BALANCE OF ACCOUNT AT o~ INTEREST ACCRUED AND COLLECTIBLE AT 000 TOTAL COUNTY .- - '/' ; '(II':"~lrk ,-q'~lb ZIP COpE~ _ , ./t:.;.:.... $ .1'/. /..... S S BANK AUTHORIZATION I HEREBY CERTIFY' THAT THE INFORMATION CONTAINED HEREIN IS A CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD WITH SECTION 74~ Pili E TAX ACT OF 19&t. BANK/INSTITUTION ADDRESS II '\ )\~J .: \\,."d',....t ,;~~.., , , '\ ('\\"" l" 'I- '- - ,.".- ~.-, ,- . I.' 5IG~~I;OF F?NC~;'~~YESTIOAT~ ';.r,~~;:--:::,/~.:J-z<,,-c~-, ..jk,,- \\, l'A"''- 0.. . ."i I 'J(......'-\<.. 4' , '. \ ! .J .' I , " \..1- {'i'. , ......' " ':"'''';ol;.-..f'~'''' ~l .J:. : .~r."'..' " ~_....,_ ~ t . ~ s" 1:' ~.. ~ J". " .tr.r,' ^ . .- ~''', "{{-.'. :\ " ~-. \ ';.,~. ,,(" . ;;\~; ~:-~~ ~'T ~.~ _f ~ I ., \'.' t ' ;..;1 'b . \,., '....~,' ":', ',~. '. ~_~;~1. <t. . ';':: ... {I;' \:. ....:ft.' .~ ..', -1-..#,,- '.Ii.. .~ ':-. -i;":I;. r ~ ..'.t '. ~'*~: <'k~r '... ".'v ~,~~. ;;:-. - ' JIt" ,,/ !"~ ., . " .." ~,:.'. . ~: . '/'1. l.::i DATE '~j/~ I " \, ';)'~ '/~ '* ~'-', ~..;.i iJ .~ . .---.- SECTION 742 OF THE INHERITANCE AND ESTATE TAX ACT OF 1961. "When mon.y is deposited or Inve.ted in a financial Inltltutlan located In Pennsylvania in the names of two or more "","ons oth.r than husband and wife or In the nome of a . perlon or perlonl in trust for another or others and one of the porties to the deposit or Investment shall die, it shall be the duty of the flnanciallnstltutlon within ten (10) days alter knowlodg. of the death to notify the Department of Revenue thereof givIng the name of the decealed person, the date of the creation of tho lolnt or trust deposil or Investment, the amount Invested or on doposit at the dot. of death wllh the financlallnstltutlon ond the name and addre.. of th. survivor or survivors to the account. No notification shall be required In regard to such account when the deposit at tho time of death dODl not exceed thre. hundred dollars '(SIlO)," (Emphasis added), ....... ;. .' , ,,:. .. ll.,.', -." ..t...~~. ......:.~.,.;....... A report is required on: 1) Joint Savings Accounts 2) Joint Checking Accounts 3) Trust Accounll 4) Joint investment accounts, such as certificates of deposit, share accounts, and so forth. 5) Accoullts held by husband and wile and third partie.. No report is required on: 1) Husband and wile account.. 2) Joint account. with a balance under SIlO.DO 3) Aeeounll held by the decedent individually. " , ", ..... ~ ...,"', -' ,'f J '.\; '" J f,. . \;.< -' ~., .';._''If,-:1 <' {*';" -t:. ~ , .. ,':"'f1,, ?t. ';. '1' . \:.~ . _..~. . ~ ,.\ ..J ,',1. . 111S '. ~ "'-"t;'t- ...:-,/,.:It;.... ~ '. ...'.fifr;\.'t. '!. . ~I~' ., 'i . ;,(!: , "".J ':'( " -1. '.~!) '.. , . .,,'"