HomeMy WebLinkAbout12-10-07
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15056041147
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
.
County Code Year
INHERITANCE TAX RETURN 21 07
RESIDENT DECEDENT
File Number
00345
Date of Birth
202200761
03252007
08231927
Decedent's Last Name
KUMPF
Suffix
Decedent's First Name
EARL
MI
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
181 1, Original Return 0 2. Supplemental Return
0 4. Limited Estate 0 4a. Future Interest Compromise
(date of death after 12-12-82)
181 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received 0 1 O. ~C~:~ ~~~~f!gf~n~t 1(~f~5)f death
3. Remainder Return (date of death
prior to 12-13-62)
o 5. Federal Estate Tax Return Required
o
8. Total Number of Safe Deposit Boxes
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
ROBERT P. KLINE 7177702540
Firm Name (If Applicable)
KLINE LAW OFFICE
City or Post Office
NEW CUMBERLAND
State
PA
ZIP Code
17070
REGISTER:()F WILLS U5!PNL Y
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First line of address
714 BRIDGE STREET
Second line of address
P.O. BOX 461
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Correspondent's e-mail address:
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. '
51 URE OF P.E SO $PQNSIBLE 0 I NG RET RN DATE
Donald Vincent Kumpf / J ~ 7 -67
c
Robert P. Kline
DATE
\-2-1.o-=r
ADDRESS
714 Bridge Street, New Cumberland, PA 17070
Side 1
L
15056041147
15056041147
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v
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15056042148
REV-1500 EX
Decedent's Neme:
KUMPF, EARL E.
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)...................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
305,825.77
16.
17.
1,441.12
18.
19. Tax Due..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
202200761
1,330.11
26,568.00
292,855.77
320,753.88
12,522.99
964.00
13,486.99
307,266.89
307,266.89
13,762.16
216.17
13,978.33
o
15056042148
--.J
REV-1S00 EX Page 3
Decedent's Complete Address:
File Number 21 - 07 - 00345
':) NAME
Kumpf, Earl E.
STREET ADDRESS
Country Meadows
4905 Trindle Road
CITY I STATE IllP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
14,197.72
684.21
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
13,978.33
14,881.93
0.00
903.60
0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................................................................................................... [!] 0
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. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................... ........................................... ................. ......... ..............................
Yes
o
o
o
o
o
o
No
[!]
[!]
[!]
[!]
[!]
[!]
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
'w
SCHEDULE D
MORTGAGES & NOTES RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Kumpf, Earl E.
FILE NUMBER
21 - 07 - 00345
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 David E. Kumpf Final Loan Payment 1,330.11
TOTAL (Also enter on Line 4, Recapitulation) 1,330.11
'.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Kumpf, Earl E.
FILE NUMBER
21 - 07 - 00345
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 PNC Bank #51-4023-0978 3,485.48
2 Philadelphia American Life #6323008836 refund 180.40
3 Diocese Of Harrisburg Diocesan Savings & Loan 1,405.03
4 Integrity Bank #203008155 7,902.88
5 Country Meadows refund 872.42
6 Prudential Life Insurance Proceeds 6.959.27
7 Final Annuity payment - The Hartford 271.51
8 Smith Barney dividend payment 310.66
9 Humana refund 643.06
10 Prudential Mutual Fund #0030069004 4.537.29
TOTAL (Also enter on Line 5, Recapitulation) 26,568.00
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Kumpf, Earl E.
FILE NUMBER
21 - 07 - 00345
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF EXCLUSION TAXABLE VALUE
NUMBER Include the name of the transferee, their relationship to decedent VALUE OF ASSET DECD'S (IF APPLICABLE)
and the date of transfer. Attach a copy of the deed for real estate. INTEREST
1 Smith Barney #54J-00994-1 0 99,743.17 100% 99,743.17
2 Smith Barney #54J-05839 62,635.68 100% 62,635.68
3 The Hartford Annuity #711303078 130,476.92 100% 130,476.92
I
TOTAL (Also enter on line 7, Recapitulation) 292,855.77
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
*'
SCHEDl1.E H
RJNERAL EXPENSES &
ADl\llNlSTRA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Kumpf, Earl E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 - 07 - 00345
ITEM AMOUNT
NUMBER FUNERAL EXPENSES: DESCRIPTION
A. 1 Parthemore Funeral Home & Cremation Services, Inc. New Cumberland, PA 17070 9,198.85
2 St. Theresa Parish, New Cumberland, PA (funeral luncheon) 200.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Kline Law Office 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 210.00
Advertising (Cumberland Law Journal & Patriot News) 169.14
5. Accountant's Fees Boreman & Babb 245.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
TOTAL (Also enter on line 9, Recapitulation)
12,522.99
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Kumpf, Earl E.
FILE NUMBER
21 - 07 - 00345
Include unreimbursed medical expenses.
ITEM DESCRIPTION
NUMBER AMOUNT
1 American Home Medical 232.00
2 Donald Kumpf (misc. medical supplies) 13.00
3 PA Department of Revenue (2006 income tax) 657.00
4 US Treasury (2006 income tax) 62.00
TOTAL (Also enter on Line 10, Recapitulation) 964.00
REV.1513 EX+ (9.00)-
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kumpf, Earl E.
I FILE NUMBER
21 - 07 - 00345
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright sr,ousal
C1istributions, and ransfers
under Sec. 9116 (a) (1.2)]
1 David E. Kumpf Son 1/3 residual estate
78 Valley Road
Etters, PA 17319
2 Donald V. Kumpf Son 1/3 residual estate
1036 Swarthmore Road
New Cumberland, PA 17070
3 Daniel P. Kumpf Son 1/3 residual estate
2166 Ramelli Avenue
Ventura, CA 93003
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS
NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
REV.1513 EX+ (9.oo~
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kumpf, Earl E.
I FILE NUMBER
21 - 07 - 00345
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright Sfrousal
Clistributions, and ransfers
under Sec. 9116 (a) (1.2)]
4 Julianna Christine Kumpf Granddaughter 10% net probate
2166 Ramelli Avenue estate
Ventura, CA 93003
Page 2 of Schedule J
J
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LAST WILL AND TESTAMENT
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EARL E. KUMPF
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I, EARL E. KUMPF, of the Borough of New Cumberland, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish
and declare this to be my Last Will and Testament, hereby revoking and making void all previous
Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon
after my death as is reasonably possible. However, my personal representative need not accelerate
and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payable.
SECOND
I hereby direct that any outstanding principal balance due as of the date of my death on the
Note from my son, DAVID E. KUMPF, in favor of myself and my late wife, dated December 13,
2001, be forgiven and the obligation for said principal balance shall cease as of the date of my
Page 1 of6
............
-....
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~
death. Provided, however, that any past due payments or late charges that may be due at the time of
my death shall be a valid obligation from my son, DAVID E. KUMPF, to my estate.
TIllRD
I give, devise, and bequeath, a ten percent (10%) share in the remainder of my estate to be
shared by my granddaughter, JULIANNA CHRISTINE KUMPF, and any other of my
grandchildren born or adopted after this date, who survive me by sixty (60) days, per stirpes.
FOURTH
I give, devise, and bequeath, the entire rest and remainder of my estate, excepting the
portion given to my grandchildren in the paragraph above, together with all insurance proceeds
thereon of whatever nature and wheresoever situate, in equal shares to my sons, DANIEL PAUL
KUMPF, DAVID EDWARD KUMPF, and DONALD VINCENT KUMPF, who survive me by
sixty (60) days, per stirpes.
FIFTH
If, at the time of my death, any beneficiary of this my Last Will and Testament is under the
age of twenty-five years or is, in the judgment of my personal representative, mentally disabled, I
give, devise and bequeath said beneficiary's share to my Trustee, my son, DANIEL PAUL
KUMPF, in Trust for said beneficiary, in accordance with the paragraphs below. If DANIEL
PAUL KUMPF is unwilling or unable to serve for any reason, I appoint LAURIE KUMPF to
serve instead.
SIXTH
During the terms of any trust created pursuant to this Will the Trustee is authorized to
expend and apply so much of the net income and principal of each such trust as the Trustee shall
Page 2 of6
consider advisable for the health, maintenance, support, and education (including college education,
undergraduate and graduate) of each such beneficiary until he or she attains twenty-five (25) years
of age, or until all such amounts are paid out of the Trust When the beneficiary attains the age of
twenty-five (25) years or is in the judgment of my Trustee mentally sound whichever event occurs
later, the Trust shall terminate and the remainder thereof shall be paid to said beneficiary. If said
beneficiary shall die before the termination of said Trust, the Trust shall terminate and the
remainder thereof shall be paid in accordance with the paragraph above. I direct that no Trustee
shall be required to give or post bond for the faithful performance of the Trustee's duties in this or
any other jurisdiction.
SEVENTH
EIGHTH
I nominate, constitute and appoint my sons, DONALD VINCENT KUMPF and DA VID
EDWARD KUMPF, to serve as Co-Executors. In the event both DONALD VINCENT KUMPF
and DAVID EDWARD KUMPT are deceased, unable or unwilling to serve or shall cease to serve
for any reason whatsoever, then I nominate, constitute and appoint ROBERT P. KLINE,
ESQUIRE, as personal representative of this my Last Will and Testament. I direct that my
personal representative shall not be required to give or post bond for the faithful performance of his,
Page 3 of6
her or its duties in this or any other jurisdiction.
NINTH
I hereby declare it to be my expressed desire that my personal representative employ
Kline Law Office of New Cumberland, Pennsylvania, for legal advice and assistance regarding this
my Last Will and Testament, said attorneys having considerable knowledge of my affairs, views
and wishes respecting any matters that may arise at the probate of this instrument, the
administration of my estate, and the execution of the powers herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and
Testament this ~:;,.,.
day of FE ~~LUt;'((.;1
,2006.
Qyw.
Witness
~~t".~
EARL E.
~..r r~.
Page 4 of6
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMrnERLAND
I, EARL E. KUMPF, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I
signed it as my free and voluntary act for the purposes therein expressed.
~ f. /{-('-1-lf/-
EARL E. KUMPF
Sworn or affirmed and acknowledged before me by EARL E. KUMPF, the Testator, this
Jd daYOf(',.~J
, 2006.
Lx! ..LL~
~OTARYPUBLIC
NWEAlJ' F
Notarial Seal
Sharon R. Feister. Notary Public
r:w Cumbcd8nd Bora. Cumberland
My Commission Expires Apr. IS, 2007
Page 5 of6
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTYOFCUMrnERLAND
We, 1(> tJ6ER:T /? 1:2.-/ /.JE
and l.YJ./;./c P kt/ IJG
,
, the
witnesses whose names are attached to the foregoing document, being dilly qualified according to
the law, do depose and say that we were present and saw testator sign and execute the instrument as
his Last Will and Testament; that he signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and
sight of the testator signed the Last Will and Testament as witnesses and that to the best of our
knowledge the Testator was at the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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Sworn or affirmed and subscribed before me by'"R..6~/ p ~ ~ and
lY-v#E P /fl//Ji: this /S,I- chYOf'~-1 ,2006.
LX'! .;Z~
~OTARYPUBLIC
Page 6 of6
NotIriaI Seal
Sharon R. Feister, Notary Public
em CIImbc:daod Boro. CumbC:rJaud
My Commission Expires Apr. J 5, 2007
10/31/2007 15:36 FAX 7172325130
SMITILBARNEY
14I 002
214 SE!I1ate Ave.. 7th Floor
Fl.O. Sox 6653
camp Hill. PA 17001
Tel 717-737-6500
Tall free 800-433-6166
ern smith barney
Wednesday, October 31,2007
Attorney Robert P. Kline
717-770-2553 fax
714 Bridge Street
P. 0_ Box 461
New Cumberland, PA 17070
Subject: Estate of Earl Kumpf
Dear Mr. Kline,
The stated Date of Death value for the Hartford Life annuity with contract #711303078
held by Mr. Earl Kumpf on March 25,2007 at Smith Barney was 5130,476.92.
Mr. Kumpfs sons were the beneficiaries of this annuity.
Sincerely,
~~~
Denise Turner
Client Service Associate to Terry Stouffer
Cltlgroup Glob...1 Mllrkets Inc.
The informiiltion set forth was oDtainerj from soUf~es which we believe reliabla but w~ do not 9uarantee its accuracy or completeness.
Neither the information nor any opinion eXprE1~!ip.d constitutes a solicitation by us of the pUfchCl:se or sale of any securities.
07-09-2007 09:41am From-
T-527 P.002/002 F-B46
. .
~
cltlgroUpJ
SMITHBARNEY
214 Sc:nllrc Avenue. 7[h Floor
P.O. Bolt 8853
C~mp Hill. PA 17001
Tel 717-737-6S00
Fa" 717.737.0800
Toll Free 800-433.11 J 86
July 6, 2007
Attorney Robert P. Kline
714 Bridge Street
P. O. Box 461
New Cumberland, P A 17070
Subject: Estate of Earl Kumpf
Dear Mr. Kline.
Please find the stated Date of Death value for the following investments held by Mr. Earl
Kumpf on March 25, 2007 in account number 54J-05839 at Smith Barney.
Sovereign BancoIp Inc.
$3,549.60
Blackrock Pfd. & Equity Trust
$9,332.
Cohen & Steers Reit & Pfd. Income Fund
$1,476.96
DWS RREEF Real Estate Fund
$32,943.75
Neuberger Bennan Realty Ineome Fund
$1,859.25
Nicholas-Applegate Eqt. & Con\'. Income Fund
$10,000.
Nicholas-Applegate Cony. & Income Ftmd
$3,474.12
TOTAL ACCOUNT VALUE
$62,635.68
1 believe this should be all the information you requested. Please call me if this isn't all
the information needed.
Sincerely,
~~~
Denise Turner
Client Service Associate to Terry Stouffer
Citigroup Globlll M~r1m:1 JD.e.
-.--- --.. ----
'1'111: INl'On~I'IUN SET l'OIfl'H WA5 nll'l1\lNm fROM $QUHCES WHrCn WE aEl.II\V~ R.EWBJ.f, IllJT ~r c~ ITS ACeVMCY O~~~
NEITHIlK THE INPOKM!.TION NOlI ANY OI'I"'rON I!XI'JU.~~P.I) (;ONSTlTt)'1'1!b A SOLlC"/lI:nON IIY U~ Of THf. J'URCHA.~f. I)K ~E Of nNY SEc:IJRfT/l!S:
10/23/2007 17:11 FAX 7172325130
SMITILBARNEY
f4I 002
214 Senate Ave., 7th Floor
P.O. "ox 6853
C.:Imp Hill, PA 17001
'rel 717-737-6500
Toll Free 800-1.133'8186
em smith barney
Tuesday, October 23,2007
Attomey Robert P. Kline
714 Bridge Street
P. O. Box 461
New Cumberland, P A 17070
Subject: Estate of Earl Kumpf
Dear M r. Kline_
Please find the stated Date of Death value for the following investments held by Mr. Earl
Kumpfon March 25,2007 in account number 54J~00994-10 at Smith Barney.
Smith Barney Money Market
Endurance Specialty Holdings
MiJlicom Intl.
Affiliated Computer Services
Air Products & Chemicals
Ameren Corporation
AON Corporation
Arch Coal Inc.
e R Bard Inc.
Barnes & Noble Inc.
Brandywine Realty
Cablevisions Systems
Colonial Bancgroup Inc.
Colonial Properties
Dreamworks Animation Inc.
Genuine Parts Co.
Great Plains Energy Inc.
Hasbro
Health Care Property lnvs. Inc.
Health Care RErT Inc~
IStar Financial Inc.
Integrys Energy Group Inc.
Ivanhoe Mines Limited-Cad.
$10,266.35
$1,441.15
$2,150.96
$1,780.20
$1,964.82
$2,328.98
$2,147.20
$1,530.27
$1,444.86
$1,850.40
$1,912.35
$2,026.75
$1,511.58
$1,827.20
$1,669.14
$1,490.40
$1,502.82
$1,521.33
$ J ,726.31
$1,864.27
$2,230.62
$1,949.50
$1,204.07
Citigroup Global Markets Inc.
Ttle Information set lortl'l was obtained from sourees which we believe reliable bul we do not guarantee its accuracy or completeness.
Neither the information nor any opinion expre$..~ed COnstitutes a solicitation by us of th(' purchase or sale of any securities.
10/23/2007 17:11 FAX 7172325130
SMITILBARNEY
III 003
.
214 Sena ~e AVfI.. 7th Floor
P.O. Box a8S3
C<lml1 Hm, PA 17001
lei 7170737'6500
Toll F'ree e00-433.8186
Keyspan Corp.
Lyondell Chemical Co.
Medimmune Inc.
Moneygram International inc.
N isource Inc.
Noble Energy Inc.
Old Republic International Corp.
Pentair, Inc.
Pioneer Natural Resources Co.
PrinCipal Financial Group Inc.
Progress Energy Inc.
Redwood Trust Inc.
Rogers Communication Inc.
Rowan Companies Inc.
Sabre Group Holdings Inc.
Schein (Henry)lnc.
Sempra Energy
Silver Standard Resources Inc.
Sovereign Bancorp Inc.
TD Banknorth Inc.
Telephone & Data Sys. Inc.
Temple Inland Inc.
Textron Inc.
Time Warner Cable
TodC() Class A
UnR Inc.
USG Corporation New
Ultra Petroleum Corp.
United States Cellular Corp.
Streettracks Gold
ern smith barney
$1,984.80
$2,042.95
$2,148.93
$1,429.00
$1,485.35
$1,688.40
$1,932.27
$1,439.61
$995.75
$1,886.35
$2,588.76
$1,719.88
$2,068.29
$1,530.42
$1,220.00
$2,055.80
$1,487.76
$1,477.05
$1,539.90
$1,993.92
$2,035.00
$1,827.60
$1,393.80
$1,337.00
$1,391.28
$1,398.32
$1,389.08
$986.67
$1,452.00
$2,475.70
TOTAL ACCOUNT VALUE
$99.743.17
I believe this should be all the information you requested. Please call me if this isn't all
the information needed.
Sincerely,
~~~
Denise Turner
Client Service Associate to Terry Stouffer
Cltlgroup Global Markfts Inc;.
Th& infcrmiilticn ~et fcrth W",5 obt..ined from sources which we believe reliable but we do not guarantee its <I(CUJ(lCV or c;ompl~eness.
1\lC'lttlC'r thC' InformCltion nor any opinion expressed constitutcs a solicitation DV us of me pUrCl1aSll or sale ot .:my securitIes.
10/29/2067 09:19 805554S374
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lIleV-l lex EX!' HGl
PENNSYLVANIA
INHEFlITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 00.8399
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FILE NUMBF~: ; [I
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DATC or PAY 'T:
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ASSESSMENT .
CONTROL
NUMBER
AMOUNT
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202-20'Oie'l
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07500535 ; $1,197.72
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2107-0345
KUMPF EARL E
07/13/2007
06/23/2007
COUNTY: . i : 1! CUMBERLAND
I DATE OF \tl A 03/25/2007
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REMAR~S: : :~IEL KUMPF
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TOTAL AMOUNT PAID:
$1, 1 97'.72
INITIALS: WZ
REC:IVED BY:
GLENOA FARNER STRASBAUGH
REGISTER OF WILLS
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