HomeMy WebLinkAbout80-00235
~,
~,
III ~ .
I CI.l ><
~ ~
!
~
p.. ~
H
~, :t1 '~
CI.l
~
.
;:;: E-l H
I ril ~
0
~
:t1
CI:I ~ E-l
'0
CU
, ...
0 " ~9;
~ \0'
,Z" fit
III
I
I
No, 21-80 Z35
PETITION FOR PROBATE OF
in the Estate of S q ^' dJ':: It
Will AND 'LETTERS TESTAMENTARY
/1)" RJo.u.2..J{.U V'T~N~~ deceosed,
Harold B. McLane, Deputy
To niSR8rel [, ,^.A8srsEHl, Register of Wills for the County of Cumberlond,
in the Commonweolth ot Pennsylvania,
IS
Petitioner(a').ate the execut ~V' named in the Last Will and
T estamen{'df'(k~jJfRI Q.J:~)' j '~~~~ iil~" dated Fe I~ I rs ;1 ~?;O
Decedent was a citizen of the United States and a resident of
rv1 Township
I ' I to> "I ro e..... 8oro61gQ, Cumberland County, Commonwealth
of Pennsylvanio, . I^ rId iT P
Decedent died on _~ ;..- the :? I <::-r day of ,1Ylf(Y'C "', '
A. D. 19~, in the County of C I' r'13-e..r1,11 A) " , State of
-r--e ~ tV ~ Y C \J q ~ 'A at the age of 1"2. years,
...R8S,- nos-- her
Decedent has not been married and has not had children born to A-im.
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
.-$ 2.. 'j- 0 0 , 0 0 and of reol estate to the value of
o as near as can be ascertained; said real
estate situated as follows A.J (') T
'F( fPL I c. 'R IS {@
ewfY
Therefore, your petitioner,W--fespectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated ('} f'r I L ''S /(.fq., I"-.
-J4. I '( -..- . .J::'_
Name and address ;?~....., ':1 fJ!I"YC~ 7~'
of Petitioner(s) () y / , 1
I-~~ ~vlrl..(<)^, DrIV.e:.../ (Y
fY7~c..hA""Ic..S J!~c.. / \,
rYl c:? r-J r b 'e. I w f'
(ri 1705's
COMMONWEALTH OF PENNSYLVANIA f
ss
COUNTY OF CUMBERLAND
/f rt 1" 'Ie Y ,~e> Se e1.--!iru rT e!\f (? f( c... ~
named in above application, being duly C; (,') r-; rnJ according to law
say(s) that the statements set forth in this petition are true to the
best of h; ..s
knowledge and belief,
sworn
ond subscribed before tt~~
~' Apdl 3
. ,
II ) 1" ..--...
, , OaJ~-, \n'!&,,>,.:,~
Richel d [, Andel 301'\, Register
1980 -
Deputy
,./r/ .
\CI (v
Filed; April 7, 1980
02 {-ff'o -.>l.3,5-
~
Attorney: j1, 6 ,..... J'L, .s, L. tAJetJ~";
~ ;l. '1 N'l..l SoT /~t0
Hltrr/9C3 vrc.. PI L...0- .
"
'.
.'
.'
LAST WILL AND TESTAMENT
OF
SANDRA McADOW KURTENBACH
1, SANDRA McADOW KURTENBACH, of Mechanicsburg, Cumberland
County, pennsylvania, being of sound and disposing mind and memory,
do make, publish and declare this to be my Last will and Testament,
hereby revoking all prior wills and Codicils by me at any time made.
ITEM 1: 1 direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be pay-
able by my Estate or by any recipient of any property, shall be paid
by my Executor out of the property passing under ITEM XII of this
Will, as an expense and cost of administration of my Estate. My
Executor shall have no duty or obligation to obtain reimbursement
for any such tax paid by my Executor even though on proceeds of in-
surance or other property not passing under this will. In the absolute
discretion of my Executor, my Executor may pay such taxes immediately
or may postpone the payment of. taxes on future or remainder interests
until the time possession thereof accrues to the beneficiaries.
ITEM II: 1 give and bequeath the sum of $1,000 to my
good friend, ROSALIE HIATT RAY of Savannah, Missouri, if she survives me.
ITEM Ill: 1 give and bequeath the sum of $300 to JOHN
JAMES SMYSER, the son of Carmen A. smyser, if he survives me.
ITEM IV: 1 give and bequeath the sum of $300 to TARA
RENEE SMYSER, the daughter of Carmen A. Smyser, if she survives me.
ITEM V: 1 give and bequeath the sum of $300 to KELLY
JO SMYSER, the daughter of Carmen A. Smyser, if she survives me.
"
"
,"
, '
"
ITEM VI: 1 give and bequeath the sum of $200 to
ROBERT ALLEN McGARVEY, if he survives me.
ITEM VII: I give and bequeath the sum of $200 to
ROBIN LYNN SMELTZ, if he survives me.
ITEM VIII: 1 give and bequeath of sum of $200 to
WENDY JUNE MILLER, if she survives me.
ITEM IX: 1 give and bequeath to my husband, HARVEY
JOSEPH KURTENBACH, all of my tangible personal property, including
any automobiles, together with policies of insurance thereon, providing
he is living thirty (30) days after my death. If my said husband does
not survive me, or dies within the thirty-day period, I give such
property to my children living at the time of my death to be divided
among them as they may agree, and any children who are then minors
shall be represented in any such agreement by my Executor; but, in
the event no agreement is reached, the same shall be divided as my
Executor shall determine. Any property to which a minor becomes
entitled may be delivered to the person taking care of the minor at
such time as my Executor shall determine, and the receipt of such
person shall be a full acquittance to my Executor.
ITEM X: If my husband, HARVEY JOSEPH KURTENBACH, sur-
vives me for a period of thirty (30) days, 1 hereby devise any and all
farms, farm land, stock, crops, equipment and other property, real,
personal and mixed, directly related to said farm or farm land to
my said husband.
ITEM XI: If my husband, HARVEY JOSEPH KURTENBACH, does
not survive me for a period of thirty (30) days, 1 give, devise and
Page 2 of 7 pages
"
,"
, '
.'
bequeath any and all farms, farm land, stock, crops, equipment
and other property, real, personal and mixed, direct,ly related to
said farms or farm land in which 1 have an interest to my children
in equal shares, per stirpes, provided that no real property passing
under this Item XI shall be transferred, conveyed or alienated dur-
ing the lifetime of any of my said children except with the written
consent of each of my said children; provided further, it is my express
intent that, during the lifetime of each of my said children, the
interest of each such child in said real property shall be deemed to
be a tenancy in common for purposes of each such child's use and en-
joyment of said real property.
ITEM XII:
I give, devise and bequeath all of the rest,
residue and remainder of my property, real, personal and mixed, not
disposed of in the preceding portions of my Will, to my husband,
HARVEY JOSEPH KURTENBACH, if he survives me for a period of at least
thirty (30) days. If my husband does not survive me for said period,
1 give, devise and bequeath said property to my children in equal
shares, per stirpes.
ITEM XIII: ,Any person who shall have died at the same
time as Testatrix or in a common disaster with her or under such
circumstances that it is difficult or impossible to determii1e who
died first, shall be deemed to have predeceased her.
ITEM XIV: If my husband predeceases me, or if he dies
after my death without having made provision for the custody and
care of our minor children, 1 appoint MRS. WALDA ANSEL, 902 West
Trindle Road, Mechanicsburg, Cumberland County, Pennsylvania, as
Guardian of the person of such children during their minority.
Page 3 of 7 pages
81Z
,.
,"
,
.
IT8M XV: All references herein to a child or children of
mine, or to the children or descendants of my children, shall include
any child or children lawfully adopted either prior hereto or after
the date of my death, and their descendants, but shall not include
foster children or any child who is not either a natural or legally
adopted child of mine.
IT8M XVI: My 8xecutor may join with my husband, or his
personal representative, in a joint income tax return covering any
period of time prior to my death, or in a gift tax return on gifts
made by him prior to my death, and in connection therewith to
determine what taxes, interest, and penalites are proper and to
pay the same even though not attributable in whole or in part to
income or gifts from my property and without requiring said husband
or his personal representative to indemnify my estate against
liability to it for tax attributable to him.
IT8M XVII: 1 appoint my husband, HARVEY JOS8PH KURTEN-
BACH, Executor under this my Will. In the event of the death, resigna-
tion, refusal or inability of my said husband to serve as Executor,
then 1 appoint KATHERINE A. KURT8NBACH and REGINA S. KURT8NBACH,
or the survivor of them to be my co-Executors. My Executors and
Guardians specifically are relieved from the duty or obligation of
filing any bond or other security.
ITEM XVIII: In addition to the powers above provided
for, and those given by law, my 8xecutor, without any order of court
(al Retain any property and invest and re-
invest in any property including by way of illustration and
not of limitation, common stocks up to one hundred percent
of my estate, any form of life insurance, annuity, or
endowment policies; in so doing, my fiduciary may act
Page 4 of 7 pages
,-
r'
~
.'
"
without restriction to so-called legal investments and
without responsibility for diversification.
(b) Keep reasonable amounts of cash in bank
uninvested.
(c) Subscribe for stocks, bonds or other
investments, exercise any stock option or similar rightl
join in any plan of lease, mortgage, merger, consolida-
tion, reorganization, foreclosure or voting trust and
deposit securities thereunderl and generally exercise all
the rights of security holders of any corporation.
(d) Register securities in the name of a
nominee in such manner that title shall pass by delivery.
(e) vote, in person or by proxy, securities
held by it and in such connection to delegate its dis-
cretionary powers.
(f) Repair, alter, improve or lease, for any
period of time, any property and give options for lease.
(g) Sell at public or private sale, for
cash or credit, with or without security, and exchange
or partition property and give options for sales or
exchanges.
(h) Borrow money from any person, including
any Executor or Trustee and mortgage or pledge any property.
(i) Compromise claims including any questions
relating to any policy of life insurance. However, my
fiduciary need not institute litigation to collect
any policy unless it is reasonably indemnified for costs,
counsel fees and other expenses of such litigation.
(j) Add to the principal of any trust created
hereunder any property received from any person by deed,
Page 5 of 7 pages
,"
,.
"
Will or in any other manner.
(k) Pay premiums on any life insurance,
annuity or endowment policies, which may have been retained
or purchased herein and exercise any right, option or
privilege thereunder.
(1) In the exercise of its discretion with
respect to the use of principal for any beneficiary, take into
account other property and income available to such bene-
ficiary; in so doing, my fiduciary may conclusively rely
on written representations made to it by such beneficiary,
and the judgment of my fiduciary as to the amount of
principal so used and the extent to which other resources are
considered shall be conclusive as to all parties in interest.
(m) Choose the date for valuing property in
my gross estate which it deems most advisable, without ad-
justments between the beneficiaries in consequence of the
exercise of such discretion.
(n) Use expenses and losses as deductions
for federal income tax or estate tax purposes, or partly
for each, as it shall deem advisable, without adjustments
between income and principal in consequence of such dis-
, creHon.
(0) Make distribution in cash or in kind
or partly in each.
(p) Exercise all power, authority and dis-
cretion given by this Will after termination of any trust
created herein until the same is fully distributed.
Page 6 of 7 pages
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} ,
COUNTY OF'CUMI3ERLAND S5:
Before me, the Register lhr the Probate of Wills and granting of I..cilers of Administration in and for
the County of Cumberlund, personully came ""..j+fl..,c."v...f?r."f..",,,....~,\....J{II.,y:..I.f.,r.;:?...'iJ,'&.,r;,'h.., ':
who, being duly ,:5?,W,o.r::r:J..., do ,-e,~.. depose and say that as....t....X..e..,~,~"T.~..r.:""""."""""..,
of the last Will and 'l'estament of ",$J7.,d..~,\C.f(......!.t.!c"Rd,t<.~.....~c!.t.J.eI.X'..~l1.~6,deceaserl
....,If..~........., will well and truly administer the gooe's 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, .S,~./!),r...b2... and subscribed
before me.
:""""'~1!:'~'~':"'?"""'''''''''''''''''''''' A, D., 19~!?........
, ~-'
,:0b .0:0:-.J~,.f!),~:ri.Vl0.'..9.......",I?!!R.:!~y. ,..
R~,,"L.'AlCI E. ..."~nK9rOT'1, Register -.----
/~~..~..
.........",..,...""..".",....".."..."....,..,.,.."...,",.......,........
.-r
~,
11011 0:
<.: Ul co:
: ro (J)
Q)' Q)
) I: " Mr
:-:Q)
, , 1...:0
~
u.. ,,} N:
0):
0 -of.:::
::\: ., :
In ....I ~~ ~
11): 0 r--1
M "': ~~ 0
....I r:Q r-d
N N: -
I ,,-i:
0; - --: ~ .: I,"
0); 5: u: p<:
I \'C-l 'I': r,..: <>:,
r....d .~ r~~
.6 N: c,;.J 't:l
CO ..: -0; Q) 0'
't:l
I Z (; .... ,..<:
- 0 00:
N, "
~ ~l Q) "I"
.... Q) 't:l
~ V)j 't:l bIl Q)
Ul ro -
fil I': .~
'" Po< ~
DECREE
Be it remembered that on the ........?,~::,......,.. day of .........."........!:'.P.!:,~.~..........."..., A. D" 19~~....., there
was probated and recorded the last Will and 'l'estament of ....~,~~~,~~..!:".~!?-,'!:?~...~~E~~,~,~:':~,~......".........
late or Monroe Townshio C bId C t P ,\ 'D' d I
.................,................".,.............."....................." um er an oun y, enns} vanw, ccease, .etters
..........,............!,7.:'!~,~~,~~:':.~x.".. were granted to .',. ,.,",..,''''''~,~~~.~~,..~?~,:,~~.,'~~,:.~~,~~~~~..,''',. ..""..'.
Witness my hand and official seal the day and year aforesai~,('~./ " _', " "
, 'Uy.), ,~.i~", ~~:,.h.l~.',i.v...,v..~..."J?~!?,~~X..
l1iehurd R. ^Ulln"L.n;:negisLcr.
HEV,455 EX+ (J'HOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
S /21/ 0 ' /) /- (/" ~) 'J ~-
Estate of ANORA M. KURTENBACH Date of Deilth_3_.......!!._FlIe No".:::t..C..! lC )";,,", "J...)
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
-
-
__ ____..._ '..0.-... __
Claimant HARVEY J. KURTENBACH
Relat.ionship to Decedent
Husband
Claimant's Address
ITEM
NO,
DATE
1
2
3
4.
5.
6
7
8
9
10
11
12
3 28 8
3/19/8
1-3/80
924 Nixon Drive, Mechanicsburq, Pa. 17055
NAME OF PAYEE
REMARKS
AMOUNT
3 27 8
3/24/8
Clark Funeral Home
Myers Funeral Home
Visiting Nurse Assoc.
M ers Funeral Home
Stephenson's, Camp Hill
Steppy's Florist
Couley Assoc.
Visitin Nurse Assoc.
Hertz, Missouri
Pony Express Motel
Funeral Ex enses
Funeral Expenses
Patient Care
166.00
500.00
288.00
982.76
80.03
80.03
135.60
48.00
113.40
112.00
50.00
Funeral Ex enses
Flowers
Flowers
Medical Expenses
Patient Care
Car Rental
VFW POST j/6704
U. S. Air
Wheelchair and Bed
Executor's travel expense t
Amounts reserved for the
Family Exemption, H. J.
Wix, Wen er & Weidner
Wix, Wenger & Weidner
.t
following:
Kurtenbach, Spouse - 2,000.00
Legal Fee 1,
of Pocket Disbursements:
.,
1. Re ister of 34.00
2. Re ister of \ ills 3.00
3. Photoco ies 6.90
TOTAL AMOUNT RESERVED 3 843.90
$6,983.72
TOTAL THIS PAGE
I hereby certify that to the best of my knowledge and belief t.he foregoing is a just. and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes,
U' -<".. ~ ~:?cC:Z-. ./---< / - 'J i) ~ <6 (
- ~N^TUIK Hrt "Ton.Nr:Y/rrDLJC1^r~Y DATE
OFFICIAL USE ONLY
OEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S G 'I fl3, }.;Z
,
AT
/l)
PERCENT,
1/ -If.. .f/
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxabie estate,
In addition to debts incurred by the decedent or estate, other items ai'e claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption, in the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowableonly against assets Wllich pass by a will or by the Pennsylvania Intestate Laws,
c "" 0 n > t'1 > ~
> 0 0 v Vl 0
Z C'l n c: 0 ~ z ::: z t'"
t'1 t'1 r: Z ::0 0 - 0 t'"
Z Z t'1 -l t'1 -l Z
9 9 -l -< Vl t'1 -
Vl
Z 0 Vl 0 -l
9 '":1 '":1 ::<:l
~ ~
0
- "fj
0 "fj
-
" l.f':t " Z ("l
E';~ -
\., '" LJ ;I>
....,. 0.. ~/)~ t'"
.~ ~@ c:
lJ..,
c.:., r- Vl
::.::.' ~ :1:.:.t t'1
""-1 0
IIJll' C~ (',:;0..:
Ol- tt' OllJ Z
n::Vl
0(3 '.m S;
Ul1J ~:I: -< -<
~n:: ~ ,...=> t'1 t'1 ~
~ -'u
u > >
::0 ::<:l
INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1, If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column,
2. Assign consecutive numbers to each item listed,
3, Enter the date on which each debt was i'lcurred and/or paid,
4. Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed.
6, Enter the amount of each debt being claimed,
7, The form must be signed by the person who has assumed the responsibility for paying the debts,
. 1. Did decedent, within two years of death, make any transfer of any material part of Ilis estate wllho\lt receiving
valuable and adequate consideration? (Answer "Yes" or "No".) YES
2. Did decedent, wilhintwo years of death, transfer property from himself! herself to himself/llerself and anQther party
or parties (including a spouse) in joint ownership? (Answer "Yes" 01 "No".) YES
3. If the answClto one or two ahove is "Yes" and tile trilnsfr,rs are claimed to lJe nont,lxalJle, provide tile following
information:
a. Age 01 decedent altime 01 transfer. ~ '1
IJ. Copy of death certificate.
c. AffidavillJy the allending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxalJility of Ir,lI1sfer.
4. Did decedent, in his/her lifetime, make any transfer uf property without receiving a v,Jluable 01 adequate consideration
therefor which was to take effect in possession or enioyment al or after Ius/her death'! (Answer "Yes" or "No".) Nn
a. Was there any possilJility Ihat the property transferred might return to transleror or his/her estate 01 be snbject
to his/her power of disposition? (Answer "Yw;" or "No".) --
b. What was Ihe transferee's age at time of decedent's de,lth?
5. Did decedent in his/her lifetime make any lransler wilhont receiving a valuable and adequate consideriltion therefor
under which transferor expressly or impliedly reserves for his/her life 01 any period which does in fact end before his/her
death: NO
a. The possession or enioyment of or the right to income flomthe property transferred? (Answer "Yes" or "No".) -
b. The right to designate Ihe persons who shall possess or enioy Ihe properly transferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five b. above is "Yes," state whether the righl was reserved in decedent alone or others.
QUESTIONS CONCERNtNG PROPERTY TRANSFEHS
7. Did decedent in his/her lifetime rnake a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO
8. Did decedent, at any time, transfer properly, the b61eiicial ellioyment of which was subject to change, because 01
a reserved power to alter, amend, or revoke, or which could revert tn decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) JU-
9. If the answer to eight above is "Yes," was the power to <lIter, amend or levoke the interest of the lJeneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".)
REV.4!:i3 (1.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "0"
BENEFICIARIES
~..~~
tlt~~\
(lnstrur.tinns on jff:vvrsf! ShluJ
Estate of Sandra M. Kurtenbach
~,""'>:-~-~==:1-==Z'S""'-'''''''''':'='''~",,,~ =.....,..,..==:a:.~.......,.", -
".~DRESSES RELATIONSHIP SUHVIVED I DATE OF INTEREST DF BENEFICIARY
BENEFICIARI ES AND DECEDENT BIRTH
- - - - -'.1-~-.'
Rosalie Hiatt Rae --.--..--.---.--- .-.~---_._.~--- _._00__._..___.__
Savannah, Mississippi Yes $1, 000 . 00
-..-------- ......--.------
---.---.-- .-.--.----
.Tnhn J. Smyser -------
Mechanicsburg, PA Yes 300 . 00
Tara R. Smyser
Mechanicsburg, pA Yes 300 00
.
Kelly J. Smyser
Mechanicsbura. PA ~.,g-;; 300 . 00
.~_. ------.. -'--'--"--"- - .------......--..- --.--.--.
.L l\ M,..r.:~,.."p" . Yes 2Jl_0 00
-- --.-----. .
T. ,,~p,+., Yes 1------_. i-_2.0.0.._QO
.
'-r--- i--
Wendy J. Miller -- -----_._-----_....~ -..--.-.- . ..-~-- .. ---~- .. -~----~.._---_..._.~--._.-
Shiremanstown, PA Yes 1 200 . 00
-.. --_..__...-~-_...-._..._~ ---- .----.-- ___'n ...--.-.---- ..- I... _..-- . _._~._--
. .
--. - 1--
Harvey J. Kurtenbach Yes ..--residue of
-- ------ _._-~------_.,,-
Mechanicsburg, PA ----.---.-- estate
-.- ---~-"._..__.__.
. . I
- ---------._-- ------.-nm-l....-.--.. ______.__1_.00 ~.- ._-----------. '-' .._-.
- -- ---=+
.
----.--.--- ---
-- --_._---- ~----.---.--t
._---- _. _... __..___u.____ .--.--.. ------1. ----.-.------
_____.u.-___. _._
.---...---.--1.--.....----.--."--.--
------ _'._m_ .__.~_.__~_ _....-- .... ..-.----.---1-'---.-.-.-.....---.-...---.--
.....-- .. - ~_.l - - ---'- '---' - J_ - .--..-.-
The above beneficiaries are living at this time except for the following:
--'-r=~===~ .--.-=.---
DATE OF DEATH
.-E--...----.-n-.-- ---.
---~~~ _..._--~-~:-~--~~-=~.==-=--=--=-_-:--=~=
NAME
r.-...--..---.... .
.\ . ",: Mechanicsburg. Pa..
'Recelved of ; l'J r:i.! "r i I"
'1r\'. ii
/.1:.\ '~;"., '-', l~
.',
1 ~I .~. 1 \.. ,\ . , \._' I
I ~ ; r (.
For (h;nCr,\i)'rl(lfc)
$ .')."'.W(), 00
;:,1,
I. '.~19S,
.---...- .-'" ----..-- ,..__.__._._~._..-~-----
Co.
~
The Fir.lt Bank and Tr~Co. .
'J/M\l 6~./ l,tct
Authorized Signature 0
by
~avlngs ~ona ~lVlSlon
PO E~x n
Philadelphia, Pa. 19105
Gentlemen:
1980
June 1961
.
"
"
"
"
"
~
"
"
"
"
"
"
"
"
"
"
"
"
I
i
I
i
i
I
I.
I
I
I
I
I
I
I
i
i
I
I
!
Encloeed please find twenty-three Series H Bonds belonging to Harvey Joseph
Kurtenbach and being sent' to you for redemption. The first group of twenty
bonds dated June 1961 should be held until interest is paid in June.
M7 879 045H
H7 879 046H
117 879 047H
117 879 048H
!j!7 879 049H
1#7 879 050H
M~; ~~~;
~7 879 052H
-!!7 tl79 053H
117 879 054H
1'i7 879 055H
1'i7 879 056H
1'i7 879 057H
1'i7 879 OS8H
m 879.\:lS9H
M7 879'060H
.
H7 879 061H
M7 879 062H
......M7 879 063H
1'.7 879 064H
Ml6 550 78SH
Ml6 550 786H
}U 6 548 43411
$1000.00 dated
"
"
"
"
.
"
"
II
II
"
II
"
"
"
$1000.00
"
"
, ~
IJ?~.4
~ ,tv Dt.\ 1/' ~~ ~
4:1-0, 1~1\' ~' '1-/
~
October 1974f
II
"
d'ifc~'d? .,'. ~7'H)
,I. I'~ ",I?;;' ,,;0
,:L-'...... .1 I .. t.. 't " .- p'-l
Please "ake check or checks payable to Harvey Joseph ,:urtenbach and forward
to this bank. Th~~ you.
salEDULE IIA"
").,.,("."""" ;J /, I.V
.~ "'-'(0 /7:-717:;:-
df~;~;~~?
) )
~U~:~~M~h'~:'~~~'~i~~",~:,~~.~~,,~t. joseph
June 30, 1980
vlix, Wenger and Weidner
Attorneys at Law
Box 845
508 ~orth Second Street
Harrisburg, PA 17108
RE: The Estate of Sandra Kurtenbach
Dear Mr. Wenger:
There I\re six Certificates of Deposit listed belo.".
'['he address on all six is 924 Nixon Drive, ;.!echanicsburg, PA 17055.
C.:". ,i 4<;>055 Regi.na Sue r.urtenbach (181-42-9044) and Sandre ~I.
I:urte:-,bech $1000.00 Cashed on April 14, 1980.
C.D. # 49056 Katherine Ann Kurtenbach (181-42-9043) end Sandra
M. Kurtenbach 51000.00 Cashed on April 14, 1980.
C.D. ii 49057 Harvey J. Kurtenb;;ch <358-22-2671 ) and Sandra l!:cAdow
i' f:urtenbach $1000.00 Cashed on April 14, 1980.
C. lI. e 49059 Sandra McAdow Kurtenbach (492-40-5655) and Harvey Joseph
Kurtenbach ;>1000.00 Cashed on April 14, 1980.
C.D. .:r 49061 Tonia ,:ay Kurtenbe ch (181-42-9046) and Sandra i~.
,:urtenbach .31000.00 Cashed on April 111, 1980
~ ". Ii 49062 ,Julie Gale KurtenbHch ( 181-112-9045) and Saridra !'.1-
.... . ~. .
j{urtenb.'icr. ,~1000.00 Ceshed on I~.p~~il 1l.t, 1980.
All sjx Certifi(~l1ted were iGBUed on April 11 t 1977, and hC'ive renewed
eech 12 months, .mtj) April 11, 1980.
3iT':.c(~r81y ,
~.I.JjJ {VJ~
~ot:,.rt ;~r'i nkr..~1D
":):' ("1 ::,: ~~~~rjll!': ,...~:.).
SCHEDULE "c"
File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0235
RE...."lI" EXt (&-80)
Date of Death
3-21-80
III Original
o Suppfemental
o Remainder
Estate Name
Sandra Mf~9oW Kurtenbach
Social Security Number
492-49-";;655
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County 01 Cumberland
Pennsylvania, do respectfully report that I hove appraised the real and personal property as reported In the loregolng
return at the valuos sot forth oppo50ite> each Item in the last column to the right In Schedules llAIf, uBIl, flC", and IIEtt
Dated:
MI'lrch 1R, 1QR1
{//,v,llll 'rIfl~Ii(wl)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE OHLY)
REMAINDER APPRI,ISEMENT CODE
Reol Property (Schedule A)
Personal Property (Schedule B)
Jolnt.Hold Property (Schedule E)
Transfers (Schedule C)
$
none eD+
3,920 00 10+
4...0.0.0 21>+
none 30+
92+
TOTAL GROSS ASSETS
..7,920______ OD- ___
Loss Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
40-
93.
FOR USE OF REGISTER ONLY
Tax on $
CODE
PRINCIPLE VALUE CODE
--
I
COMPUT A TlON OF TAX
$
$
$
$
$
$
$
$
INTEREST ~X CREDIT
$ = $
---
$
$
o Life Estate
o Anauity
RATE
FACTOR
6%
T ax on S
15%
Tax on S
Tax on $
Tax on S
Exempllons
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
Lou Credits
DATE OF PAYMENT
~TP~
S
DISCOUNT
+ S
BALANCE
INTEREST FROM --'--_ TO
.c:
u
co
.0
C
Q)
...,
l.. <X:
:l ""
~ Q)
~ I >
::i ~ ~ " ....
0 l.. l..
'0 A :l 0
Z ~ ~ <X: .0 '0
0 U C rn c -.n
:E 0 u CO
lol x .... M
'" t1l .... ~ l..
;:J l.. :<: Q)
'0 .c: ~
... C ... u
<: CO N Q) ~ ... ("')
- Ul '" :E l.l ("')
U Z
- 0
~
~ -
0 ~
~ ~ 0
~
!-< 0 '" 0 0 z d
'" lol '" l.. >- !-< d
- z
Z E-< ~ c !-< 1"1 Z
~ 0
... d - d ~ ;;: 5 ::<: 1"1 ~
... z :::; z 0 u " Z
~ ~ '" ~ 0 0 ~ -
~ u 0 &l. ....l
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
i.
J
55:
b-.-Hd:J>I.I_I"':YI~~;!,~;;I~~;II" /: ICC{C.d~Ut' I d'" .... 'd" - ---th-t..-h----~:-.-Ifr;' .-...-.-..-- -.----
01n9 u Y __ ...:____ .,~,- ----- accor '"9 0 aWl oposcs an says it o....,L-'-,__,'-,________....... -~--,._--
.fJ(.PJ:.v:JJJ.LL_-_ __.__.. __' ... ._ -_ ..... of tho Estoto of ~0.c, "rL'l?:L..7..1......D-d0..;XJL'.!i )-
lato of ..._'-(lUJ;il(,/ ".,/;01\'.,'<9 .. . ,." ., Cumborland County, Pa., deco~s.ed and that the
'th" . t d b ...rJ.u ,,oj / .} 1'1/ I' I f'.r, (>J.-' th'd (-' /0 t'1 ,if]" .
WI In IS an Inven ory ma 0 y .,-_._._.,'--~_.--"-'ZJ~:..)1-,--1..__.L.!...L ).....--. .C.l--------" 0 sal .I . _,n..~___
of the entire estate of said decedent, consisting of all the personal proporty and real oslate, except real oslato outside
tho Commonwealth of Pennsylvania, and that the figuro. opposite each it.m of the Inventory ropresent it's fair vafu.
as of the date of docedent's de.th.
J.( urlJ if() .__ and subscribed be/ore me,
.19 &' /
,:;? ./ . ~./' -./;7 ./
L_.'6_~_(_;;re~ .J-'...A:,y f'/l"-;-...A.
V Etecutor . Acfminiltrator
_g('~0.__fi.!_';.o_i{.l fJu_C'(~
~-(tl ,Cl.u.../ ,~(),
.., 1 (/ ,'/./
.--L,' [ -' {/,Co.t .J_J. .v:_XU.l / Xu a iL
, . 1'1
. BARBARA J. BOUDREAUX,l.Nolary Public
Harrisburg, Dauphin County, PA
My Commission fx[liil"!S Oct. 22. 1~84
__JI/ r~/I(Vj!I{'t;j'C(./Q
Addr~f'
11
,
O.te of O.ath
{J I 1;1,
--------
Day
-; /laLL' 10
! Clt(j
Month
Year
INSTRUCTIONS
J. An inv.ntory must b. lifed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty d.ys of discovery of additional ....ts.
3. Additional sheels may b. attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
/7 ()S'S-
\n :r:
C'\) >- ~ bl .,;
'ti .
.... w t:Q k .
'" .... .
I ~ w < Z ::l .
l1. .... r>1 .Q u
~ 0 0 V'l ~ Ul . .
w w 0 '" ...
:r: '" u \) . .
I- l1. u- P .,.{ l1. c
.... ..J ~
Z < 0 ~ I:: . ~ 0
I u- ..J l1. :l:
-....... I W 0 < w nj ,;. ~
I > z '" . or: <
.\(j ::;: U + :'Y
Z 0 0 c ~
I (J) ,
II V'l z ~ :;: 0
0 '" u '~I
z w < ...
l1. 0 '"
Z c " \j
.
il <t: ... ;: J'~
Ul, 0 .
..0 ,
'" ....
Ii . E 0
+ ~
. , 0
..J U u: '"