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Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 07100f2006
Date of Death Julv 21,2006
Social Security No.4 73-36-7003
Estate of W. Minster Kunkel
also known as
I. Carolvn L. Kunkel.
Personal Representative of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedenfs death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory.
I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to
the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Name of
Attorney: Lawrence 8. Abrams
Personal Representative:
~44~~~'Y
rolyn L. Kun I, xecutrix -
1.0. No.: 18028
Address: c/o Rhoads & Sinon LLP
PO Box 1146
Harrisburo PA 17108-1146
Telephone: 717-233-5731
Dated:
~1"'1 I~ ;/J)07
Description
Value
See attached schedule.
$ 3,002,568.7a',;,
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(Attach Additional Sheets if necessary)
Total: $ 3,002,568.78
NOTE, The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
Fe"" RW.7 (Dauphin County. Rev, 9/92)
647775.1
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Estate of W. Minster Kunkel
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
Merrill Lynch Money Market Acct.
#872-55004 $ 35,150.73
Total Cash & Cash Equivalents $ 35,150.73
No. of
Shares Stocks
1,000 Express Scripts Inc
$ 72,155.00
1,000 General Electric Co
32,405.00
Dividend at Date of Death 250.00
2,000 Halliburton Co 61,700.00
2,000 Intel Corp
34,240.00
1,000 Johnson & Johnson 61,780.00
2,000 Merrill Lynch Pfd Cap Tr V
Toprs 7.28%
New York Stock Exchange 51,210.00
1,000 Pepsi Bottling Group Inc 33,970.00
90 Shurgard Storage Ctrs Inc 5,605.65
113 St Paul Travelers Inc 4,992.91
2,677 Techne Corp LLC 131,106.08
3,161 Tellabs Inc 34,502.32
3,000 Williams Cos Inc Del 68,145.00
300 shs. common stock, Harrisburg
Tennis Club, Inc., cloKunkel, 537
Bridgeview Drive, Lemoyne, P A
17043, a closely-held corporation
with no assets, in dissolution as of
October, 2005. Decedent was the
sole shareholder. These shares had
no value at decedent's death. 0.00
Total Stocks 592,061.96
Page 1
(1)
Estate Inventory (Continued)
Par
Value Bonds, Debentures & T -Bills
15,000 Northeastern Susquehanna Cnty Sch
Rev R Mat: 11/1512007 6.3% $ 15,294.75
Interest at Date of Death 173.25
75,000 Willistown Twp P A Mun Auth GTD
SWR R Mat: 01/01/2015 6%
Financial Times Interactive Data 80,016.75
Interest at Date of Death 250.00
Total Bonds, Debentures & T -Bills $ 95,734.75
Tangible Personal Property
2000 Jaguar 5 Sedan, 32,821 miles $ 10,000.00
Taurus station wagon 1,200.00
Pontoon boat at Lake Meade home 6,000.00
Ski boat at Lake Meade home 15,000.00
Trailers and miscellaneous boats at
Lake Meade home 3,000.00
Total Tangible Personal Property 35,200.00
Miscellaneous
One-half tenant in common interest
in Ocean Reef Club Membership.
This asset was entireties property,
but Carolyn Kunkel disclaimed the
decedent's share, converting it to a
one-half tenant in common interest. $ 160,000.00
One-third interest in KSW
Partnership, a Pennsylvania
partnership. 13,156.46
0.01460 limited partnership interest
in PLM Equipment Growth Fund V
This is a publicly traded partnership
which is in liquidation.
Valued per the balance ofthe capital
account shown on the attached
12/31/05 K-1. 7,141.00
20% interest in Sogno Partners L.P.,
a Pennsylvania limited partnership 39,697.00
Page 2 (2)
Estate Inventory (Continued)
Miscellaneous
Total Miscellaneous 219,994.46
Real Property
Real property, 170 Lake Meade
Drive, East Berlin, Adams County,
P A, more particularly described in
Adams County Deed Book 4499,
page 40 et seq. $ 400,000.00
Residence, 537 Bridgeview,
Lemoyne, P A 17043, more
particularly described in Deed
recorded in Cumberland County
Deed Book 275, page 3542, et seq. 800,000.00
69% tenant in common interest in
63.30 acres of mountain land south
of Stoney Creek Road, Middle
Paxton Township. Tenant in
common with decedent's daughter,
Elizabeth Kunkel Davis. 75,900.00
8.5 acres of vacant land, Fishing
Creek Road & Old York Road,
Fairview Township, York County,
Pennsylvania, York County Tax Map
Parcel #27-000-22-001D. 647,000.00
Total Real Property 1,922,900.00
No. of
Shares Mutual Funds
6,973 Van Kampen Municipal Income Fd
CIA $ 101,526.88
Total Mutual Funds 101,526.88
Total Inventory $ 3,002,568.78
Page 3
(3)
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RHOADS 1""1l'~
& SINON LLP
Yvonne R. Durham
ph (71 7) 23 1 -6677
fx (717) 232-1459
ydurham@rhoads-sinon.com
FILENO 7621/04
April 20, 2007
Re: Estate of W. Minster Kunkel
PA File No.: 0710 of 2006
VIA HAND DELIVERY
Ms. Glenda Famer-Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013-3387
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Dear Ms. Famer-Strasbaugh:
Enclosed are the following in connection with the above-captioned Estate:
1. Pennsylvania Inheritance Tax Return, in duplicate, showing tax due. Please note
that the copy with exhibits is Revenue's copy.
2. A check in the amount of$6,002.48 in payment of the tax due.
3. Inventory
4. A check in the amount of$30.00 to cover the filing fee for the return and Inventory.
5. A copy of this letter, with the first page of Return attached. Please time-stamp this
copy and return to our messenger.
Very truly yours,
RHOADS & SINON LLP
Enclosures
cc: Mr. Glen Bergert
/
By: L
v nne R. Durham
P ale gal
~~
647971.1
Rhoads & Sinon LLP . Attorneys at Law. Twelfth Floor. One South Market Square. P.O. Box 1146
Harrisburg, PA 17108-1146 . ph (717) 233-5731 . fx (717) 232-1459 . Www.rh():>rI,,_dM~ ~~_