HomeMy WebLinkAbout04-0225PETITION FOR PROBATE and GRANT OF LETTERS
Estate of phyllis A. Ku!!a No.
also known as To:
Register of Wills for the
, Deceased. County of C,-'-mber!an~ in the
Social Security No. ! 6 8 - 2 6 - 3 2 3 ! Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~[, who is/KoX 18 years of age or older an the executr±x
in the last will of the above decedent, dated March ! 9 · ! 998
and codicil(s) dated ( none )
named
.,19__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last familyorprincipalresidenceat al r:_.-,:,~,-,r, n n,-,~-
(lis( s~e:[, numbe~ and muncip~ity)
Decendent, then 72 years of age, died February 28 ~ 2004 , 19.__,
at Carl~gla Regional ~od~oal Conter, Carlisle, PA
Except as follows, decedent did not marry, was not ~vorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $.
situated as follows: 31 greason Rd_: Plainflolcl; pA
10~000_00
WHEREFORE, petitioner(~ respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.]
theron.
Debra D. Muehlheuser
144 Clearlake Drive
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF cu~4~E~l,Jx~r) .J
The petitioner(s) above.named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well ajcd ~uly ad.0ainis!ej; t~he estgte.,ag)ording to ~aw.
b~[ore me this /.'z~7/ day of
Estate Of Phyllis A. Kulla , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW March %,.~ Xg[2_O_0_~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated_March 19, 1998
described therein be admitted to probate and filed of record as the last will of Phyl 1 i s A _ lrn 1 ] a
and Letters Testamentary
are hereby granted to. Debra D. Muehlheuser
FEES
Probate, Letters, Etc ..........
Short Certificates( ) .......... $
enuncmuon ................ $.
TOTAL ~
Flied ~~...~-~,...~.~. ......
Bradley L. Griffia
AI'TORNEY (~up. Ct. I.D. Nm)
34349
200 N. Hanover St_; C. ar]i.q]e
.'%O O RESS
71 7-243-5551
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
MAR
200
INTo.
~ Date
.10S, T~.~ ~7 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
. CERTIFICATE OF DEATH
~ l'. Phyllis A Kulla
· ' 1. ~male p. 168 --26 --3231 ,.Feb. 28, 2004
72I : ~ ' ~ 12/7/1931 ] Sh~ns~rg,PA [ ·
. ~~. ' I ~ ~'~. I'. I.. J .........
~ ~. ~r,~d L~r,isze ~ro-
"'~"~--;~"~ I
~u~ ~ ,~,.~ ~.~, West Pe~s~
31 Gr~n Rd., ~x 29 "$~ ,,..~., PA
,~Pla~field, PA 17081
'L Albert - Skelly
~ Debra D. Kulla
J,,. Maude Alma Wilson
la,,. 144 Clearlake Drive; Ponte Vedra Beach, FL 32082
F1 I,,~lxnberland Mem. Grcl~,. Carlisle, PA 17013
FD 012633 L Brobhers k"uneral Hcrae, Inc., Carlisle, PA
r .... =l'-q
LAST WILL AND TESTAMENT
OF
PHYLLIS A. KULLA
I, PHYLLIS A. KULLA, of the Village of Plainfield, West Pennsboro Township,
Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all
prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my
residuary estate as a part of the expense of administration of my estate.
PERSONAL PROPERTY
THIRD: I bequeath those items of my household furnishings, personal effects,
and personal property as I may set forth in a separate signed memorandum to the persons
named in that memorandum.
DISTRIBUTION OF RESIDUE
FOURTH: I give the rest of my estate to my husband, George Kulla, providing
he shall survive me for a period of thirty (30) days. If he shall not so survive me, I give
the rest of my estate to my daughter, Debra D. Muehlheuser or her issue, per stirpes,
living on the thirty-first day following my death.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
initials
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary.
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, my executor as trustee shall hold such
income and principal during minority or incapacity and shall be entitled to apply such
income and principal to the health, maintenance, support and education of such person
during minority or incapacity without the appointment of any guardian or committee or
any authority of court. My executor as trustee shall be entitled to make direct application
hereunder or to make application by payment of income and principal to the parent or
other person in charge of such minor or incapacitated person, or to his or her guardian or
to a custodian under the Uniform Transfers to Minors Act. Any remaining income and
principal to which such person shall be entitled shall be distributed to such person upon
the termination of minority or incapacity. My executor as trustee shall have the same
powers as my executor and shall serve without bond.
POWERS OF EXECUTOR/RIX
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and upon such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers thereof, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders
to see to the application thereof; to retain any investments at discretion; to invest and
reinvest at discretion, without restriction to so-called "legal investments;" to make
distribution in cash or in kind; and to do all other acts and things necessary or appropriate
in the management, administration and distribution of my estate.
APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS
EIGHTH: I appoint my executor as guardian of the estates of minors with power
to hold all property payable by law to a guardian appointed by my will and to use it for
the minor's health, maintenance, support and education, either directly or by payment to
initials
any person selected by my executor to disburse it whose receipt shall be a complete
acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's
share deemed impractical of administration to the parent or other person in charge of the
minor or to his or her guardian or to a custodian for the minor under the Uniform
Transfers to Minors Act. My executor as guardian shall have the same powers as my
executor, and shall serve without bond.
APPOINTMENT OF EXECUTOR/RIX
NINTH: I appoint George Kulla, executor of my will. If George Kulla is unable
or unwilling to act, I then appoint Debra D. Muehlheuser, or the survivor thereof, as
executor hereof. I direct that my executor/rix shall not be required to furnish security in
any jurisdiction.
INTERCHANGEABILITY OF LANGUAGE
TENTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
and the neuter may be read to include the masculine and feminine.
HEADINGS
ELEVENTH: The headings used on the various paragraphs of this will are
included for convenience only and shall have no legal significance.
/~ ~day
I have signed this will this of ~"~ ~L-~ C~/~ , 1998.
Pl~yll~s A. Kulla
Witness
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, Phyllis A. Kulla, the testatrix in, and Thomas J. Ahrens and Linda A. Rohm, the
wimesses to the last will, the attached or foregoing insmunenL who have signed the
instrument, having been duly qualified according to law do depose and say:
(a) that I, the testatrix, do hereby acknowledge that I signed and
executed the instrument as my last will, that I signed it willingly and as my free
and voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix sign and
execute the instrument as her last will, that she signed it willingly and executed it
as her free and voluntary act for the purposes therein expressed; that each of us in
the hearing and sight of the testatrix signed the will as a wimess and that to the
best of our knowledge the testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
CERTIFICATE OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Phyllis A. Kulla
Date of Death: February 28, 2004
Will No. 2004-00225
Admin. No. 21-04-0225
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was mailed to the following beneficiaries of the above-captioned estate on March i i , 2004.
NAME ADDRESS
Debra D. Muehlheuser
144 Clearlake Drive
Ponte Vedra Beach, FL 32082
Notice has now been given to all personal entitled thereto under Rule 5.6(a) except: NONE
DATE:
GRIFFIE & ASSOCIATES
200 North Hanover Street
Carlisle, PA 17013
(717) 243-5551
(800) 347-5552
1N RE:
Estate of Phyllis A. Kulla
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: REGISTER OF WILLS
: NO. 2004-00225
PRAECIPE <..
TO REGISTER OF WILLS:
Please withdraw my previous entry of appearance in the above-cai~tioned i~atter.
200 North Hanover Street
Carlisle, PA 17013
(717) 243-5551
(800) 347-5552
Please note my approval and consent to the withdraw of counsel in this matter as I will be
handling this estate pro se.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD OO3979
MUEHLHEUSER DEBRA D
144 CLEARLAKE DRIVE
PONTE VERDE, FL 32082
........ fold
ESTATE INFORMATION: SSN: 168-26-3231
FILE NUMBER: 2104-0225
DECEDENT NAME: KULLA PHYLLIS A
DATE OF PAYMENT: 05/26/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/28/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,500.00
REMARKS:
TOTAL AMOUNT PAID:
$4,500.00
SEAL
CHECK# 2013
INITIALS: JA
RECEIVED BY'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004622
MUEHLHEUSER DEBRA D
144 CLEARLAKE DRIVE
PONTE VERDE, FL 32082
........ fold
ESTATE INFORMATION: SSN: 168-26-3231
FILE NUMBER: 2104-0225
DECEDENT NAME: KULLA PHYLLIS A
DATE OF PAYMENT: 11 / 12/2004
POSTMARK DATE: 11/10/2004
COUNTY: CUM BERLAN D
DATE OF DEATH: 02/28/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $511.10
TOTAL AMOUNT PAID:
$511.10
REMARKS: INHERITANCE TAX PYMT
SEAL
CHECK# 1013
INITIALS: RSK
RECEIVED BY'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
DEPARTMENT OF REVENUE
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Z
UJ
LLI
Z
o
REV-1500
INHERITANCE TAX RETURN F,.E.UMSE.
21 _ 04
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INfftAL) - sOCIAL sEcuRITY NUMBER
Kulla, Phyllis A. 168-26-3231
DATE OF DEATH (MM-OD-YEAR) ~ DATE OF BIRTH (MM-DD-YEAR)
02/28/2004 i 12/07/1931
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND M~DDLE INITIAL)
00225
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
['~1. Odginal Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (da~e of death a~,r 12-12-82)
[] 6. Decedent Died Testate (^tach copy o[Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of dealh belween 12-31-91 a~d 1-1-95)
NAME
]3. Remainder Return (date of daa~h p~o~to 12-13-82)
[~]5. Fede~ Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A) (At, ch Sch O)
COMPLETE MAILING ADDRESS '
Debra D. Muehlheuser
FIRM NAME (~fApp,caae)
TELEPHONE NUMBER
(904) 285-7835
144 Clearlake Drive
Ponte. Vedra Beach, FL 32082
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (6chedule F) (6)
['--~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1--7) (8)
9, Funeral Expenses & Administrative Costs (Schedule H) (9) 12,837.39
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 297.24
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
108,200.00
21,555.44
129,755.44
13,134.63
116,620.81
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
116,620.81
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable a~ sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .0 (15)
1J~6,620_.81 x .0 45 (16) 5,247.94
x .12 (17)
x .15 (18)
(19) 5,247.94
Decedent's Complete Address:
STREET ADDRESS
31 Greason Road, Box 29
C,TYPlainfield I STATEpA [~/P 1~00~i-- ........
Tax Payments and Credits:
1. Tax Due (Page 1 Line lg)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 4,500.00
C. Discount 236.84
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
5,247.94
4,736.84
511.10
511.10
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE, (59)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
IF THE ANSWER
Did decedent make a transfer and: Yes No
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 cera? ...................................................................... [] []
If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ []
TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT
AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree, correct and complete.
Declaration of preparer other than the pemonal representative is based on all information of which preparer has any knowledge.
~ ,,/,.-/-// , 11/09/04
ADDRESS
144 Clearlake Drive, Ponte Vedra Beach, FL 32082
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
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 3%
[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 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exemot 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 0% [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 4.5%, 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 12% [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.
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
WHEREAS, on the 5th
dated March 19th 1998
No. 2004-00225 PA No. 21-04-0225
ESTATE OF KULLA PHYLLIS A
Late of WEST PENNSBORO TOWNSHIP ,
~U~.I..~LL~ ~UU~'£'~,
Deceased
Social Security No. 168-26-3231
day of March 2004 an instrument
was admitted to probate as the last will of KULLA PHYLLIS A
(m~.~'r, ~'~'i', ~~)
late of WEST PENNSBORO TOWNSHIP , CUMBERLAND County, who died on the
28th day of February 2004 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to MUEHLHEUSER DEBRA D
who has duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 5th day of March 2004.
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT
OF
PHYLLIS A. KULLA
I, PHYLLIS A. KULLA, of the Village of Plainfield, West Pennsboro Township,
Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all
prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my fimeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my
residuary estate as a part of the expense of administration of my estate.
PERSONAL PROPERTY
THIRD: I bequeath those items of my household furnishings, personal effects,
and personal property as I may set forth in a separate signed memorandum to the persons
named in that memorandum.
DISTRIBUTION OF RESIDUE
FOURTH: I give the rest of my estate to my husband, George Kulla, providing
he shall survive me for a period of thirty (30) days. If he shall not so survive me, I give
the rest of my estate to my daughter, Debra D. Muehlheuser or her issue, per stirpes,
living on the thirty-first day following my death.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
initials
available to-anyone having a claim against a beneficiary before actual payment to the
beneficiary.
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, my executor as trustee shall hold such
income and principal during minority or incapacity and shall be entitled to apply such
income and principal to the health, maintenance, support and education of such person
during minority or incapacity without the appointment of any guardian or committee or
any authority of court. My executor as trustee shall be entitled to make direct application
hereunder or to make application by payment of income and principal to the parent or
other person in charge of such minor or incapacitated person, or to his or her guardian or
to a custodian under the Uniform Transfers to Minors Act. Any remaining income and
principal to which such person shall be entitled shall be distributed to such person upon
the termination of minority or incapacity. My executor as trustee shall have the same
powers as my executor and shall serve without bond.
POWERS OF EXECUTOR/RIX
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and upon such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers thereof, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders
to see to the application thereof; to retain any investments at discretion; to invest and
reinvest at discretion, without restriction to so-called "legal investments;" to make
distribution in cash or in kind; and to do all other acts and things necessary or appropriate
in the management, administration and distribution of my estate.
APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS
EIGHTH: I appoint my executor as guardian of the estates of minors with power
to hold all property payable by law to a guardian appointed by my will and to use it for
the minor's health, maintenance, support and education, either directly or by payment to
initials
any person selected by my executor to disburse it whose receipt shall be a complete
acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's
share deemed impractical of administration to the parent or other person in charge of the
minor or to his or her guardian or to a custodian for the minor under the Uniform
Transfers to Minors Act. My executor as guardian shall have the same powers as my
executor, and shall serve without bond.
APPOINTMENT OF EXECUTOR/RIX
NINTH: I appoint George Kulla, executor of my will. If George Kulla is unable
or unwilling to act, I then appoint Debra D. Muehlheuser, or the survivor thereof, as
executor hereof. I direct that my executor/fix shall not be required to furnish security in
any jurisdiction.
INTERCItANGEABILITY OF LANGUAGE
TENTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
and the neuter may be read to include the masculine and feminine.
HEADINGS
ELEVENTH: The headings used on the various paragraphs of this will are
included for convenience only and shall have no legal significance.
I have signed this will this ay of h~ ~q. C..ff'C~ , 1998.
Thomas J. Alff~ns
Witness
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, Phyllis A. Kulla, the testatrix in, and Thomas J. Ahrens and Linda A. Rohm, the
witnesses to the last will, the attached or foregoing instrument, who have signed the
instrument, having been duly qualified according to law do depose and say:
(a) that I, the testatrix, do hereby acknowledge that I signed and
executed the insmmaent as my last will, that I signed it willingly and as my free
and voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix sign and
execute the insmanent as her last will, that she signed it willingly and executed it
as her free and voluntary act for the purposes therein expressed; that each of us in
the heating and sight of the testatrix signed the will as a witness and that to the
best of our knowledge the testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
Phyl~ A. Kulla
WitnesS, ThomaS. Ahrens
Witness, Linda A. Rohm
Notary Public
NOTARIAL ~
IIIN1ERT R. BLACK, NOTARY PUBUC
C&qI,JStE BORO. CUMBERLAND CO., PA.
iff' COMIAL~_~N~. EX~IRES S~..PT. 10, 2001
COMMONWEALTH OF PENNSYLVANIA
DEPART~NT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISB~/RG, PA 17128-0601
RECEIVED;FRoM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD OO3979
MUEHLHEUSER DEBRA D
144 CLEARLAKE DRIVE
PONTE VERDE, FL 32082
ESTATE INFORMATION: SSN: 168-26-3231
FILE NUMBER: 21 04-0225
DECEDENT NAME: KULLA PHYLLIS A
DATE OF PAYMENT: 05/26/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/28/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,500.00
TOTAL AMOUNT PAID:
$4,500.00
REMARKS:
SEAL
CHECK//2013
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
REV-1502 EX+ (6-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Phyllis A. Kulla 2104-00225
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule E
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 108,200.00
31 Greason Road
Plainfield, PA 17081
Cumberland County, Pennsylvania
Parcel No. 46-18-1394
* Sale of house included refigerator, stove, washer, dryer
TOTAL (Also enter on line 1, Recapitulation)
$ 108,200.00
(If more space is needed, insert additional sheets of the same size)
U.~, DeP~MeNT OF HOUIING & URB~ OeVELOPME~ ~H* 2.DPmHA 3.~OONV. UNINO, 4.~VA
0. FILE NUMBER: ! 7, LO~ NUdgER:
8E~L. EMENT STATEMENT _~o~o~o~e~ss ~e
1.0
O. N~E ~D ADDRESS OF BORROWER: E. N~E AND ~DRESS OF SELLER: F. N~E AND ADDRESS OF LENDER; -
Lar~ E. P~ Jr, Eiia of Phyllis 8, Kule ABN AMRO Mo~ooe Group, InD.
1161 YO~ Road 31 Gr~on RMd 2600 Walt Big Beaver Road
Me~e~IGI0U~. PA 170E~ Plainfield, PA 17081 Troy, MI 48084
eBN: 308.8~.7341
O. PROPERTY LOCATION: H. 5~EMENT AGENT;
31 Green Rolo I, 8ETTLEMENT DATE:
Plel~flMd, PA 17081 M~gIB. 81Ul~ent 68~, lnG,
June 11, 2~4
Cumb~len~ Counw, Pennl~vlnll P~E OF SETTLEMENT
Parcel No. 46.18.1394 3~0 Maim
Came Hill, PA 17011
J. 9~M
K, ~U~/~Y OF SELLER'5 TRAN6ACTION
~& ~OUNT DUE FROM BORR~ERt 400. DROll ~OUNT DUe TO IBLLER~
101, Con.ct E;~;: P~a 106,200.00 401, Contract 6=I=: Pfl~ 108,200,00
~o2, ~e~Onel Prop~y 402. ~emonel
'~03. aetdamenl Ch~ e B~a~r {Line 1~002 4~176.23 403.
.104. Pa~ff Mo~lOe 404.
lOC. LooeVaohool Tixel to 400, Loce~cn~l Ta~
t07.' Counl~Tlxee 0~1~/04 m O1/01/06 IO~.gl ~exee 00/12~4 to O1/01/05 105.91
100. &ehoolT.~ os/la/04 ~ 07/0tlo4 37.01 ~oe. ao~lTa~a O~lZ/O~ to oTm~a 37,~
109,
40.
111, 411. -
112. 412.
~20. GROSS AMOUN~ DUE FROM BORROWER 112.51 e.eS ~0, G~SS A~NT DUE ~ ~EL~ER 10~,343.7~
~R: ~
201, De IIt0r ~M~ 1000.00 501~~0 ~~
r202. Pnnm el~ Loan I 90 660,~ 60 . eU~tChi I r ne 1400 I 716.00
b · tO
Z00.204' 2nd M~ 16.~50,10 6~. P~
2oe. Dug. r. -OT e~no MOn 8 ·
207. DO. De o~t ~ wler I ODD.OD
Zn. 607.
'" --- B09,
210, Lo~lla~ool ~ to 610. ~llSchO0~~
211. Ooun~ TIll lO ~ ~ -- --
212, 5chool Te~. --
513.
214, O~ler He/ -- 3 200.00 ~ 3 200.00
210' 610,
~ -- 818.
219, 519.
~2o, TOT4L P~tD BY~ BO~OW[R ~oe,?oo.~o e~o. TOT~L ~EDUCT/ON ~MOUNT DUE SEL[ER S,O~STO0
~o3. ~ ( X FROM/( TO ) gOR~OW;R 6,616.06 e03. C~SH ( X TO)( FROM J ~ELLe~ ~o~,~zO./Z
emlgned h~aby eoknowladge receipt of e completed copy of pages 1&2 of this statement & any attachments referred to herein.
Llf~/E. P~.,X Jr.'
Seller
~. L. ~F"TTLEMENT CHARGE~
170(2, TOTAL, C,OMMIESI,ON BlS.ed on PHce ~ ~ % P~ FAOM PAID F~M --
D~$1on Qf G~mmlw~lon ~llne ~00~ aa FO~OW~:
702. $ to
: 703, CO~iSel0n PSIO el S~ll~ent
704. to
608. Del Prom ff~ By ABN AMflO lo CoOy Flnan~el MOntage Se~cla, Inc. POC $1,647.36b
810.
900. ITG~B.AEQUlRII~y kENDEA TO Be PhlO IN ~VANOE
gD2. ~O~age Inlur~n~e ~,,,=um~r months t0 Grle Insuranoe POC $330.00~
so3. HBZB~ Ifleure~ce ~[~lu~ for ~.o ~eare to
~'1000, flESERVEi OE~Olli aU WiT~ ~ENOER
loo~. Hsz~m In~umn~o ~,ooo monm~ ~ ~ 27.50 ~ month 62,60
1002, M=~ag.,Insuranca, men{he ~ ~ per month
1003. Loo. I/S~oolTaxee mor,;he ~ $ p~ month
'~:o04. Coun~ T~i ' 6.OO0, mcF,~he ~ ~ 1~.g2 per mon~ 79.~0
1006. ~ehoolTex~ m~..~;.e ~ ~ ~or mon~
100~. __ m~,e~ $ per mon~
]~7. ~cnool 13,000 m~r,~%. ~ ~ 6o.6g per mg~ /08.g7
100~, ~.reaMe ~lua~ent m~r,~he ~ ~ per month -118,Og
1101. Tranapoffatlo~ F~ to. MoAg~ge Seffiement Seml=eL thO.
1'~02, So. Ice Renaerea Fee ~ Modgege Settlement Se~i~e, Inc. ' After e:O0 PM '
1103. TIUR ~xemlnaaon to
1104, ,Title Insurance Binder to
1 lO8. uooumen[ Prepi~;en to Duncan He~.en & Douglas Attorne~ Feet 626,00
! 1eL Nom~ Fe~ to ~netle Pennln~en 20.0o
1107. Ntome~'l FeN to
~/nc/udea ebo~ Item
~0B. TIUo Ineuron~ ~ Mo~aue 3.Ulmment aewl~ In~
903.75
(InclU~ea ebo,~ item numOera:
1 log. Lender's Coverage . , ~ 88,550,00
111 ~', ALTA Endoreem~;~ to Modgage Settlement 9s~l~8, Inc, 8,111001300 1,0.00
1114, Expmaa Overnight Fee to b1~age 9ettlemenl 8ewlce8. Inc. 3
~ 1200. GOVERNMENT RECORDING ~D T~FER CH~QE~
~2o~, R~o~ln~ Peea: Oe~ $ 38.80; Mo~a~e ~ 72.50; Releases ~ 111.00
1202 CIt~lCeun~ Te~g~mpe: Deed 1 ~0~2.00: ~ege 1 ~O~2,0~onva~anao ;~ 1 tO5~,00~ ~ ,OB2.00
~ 1203. State Te~8~mps: Revenue Btemps ; Mo~gage " ·
1204. Re~r=!ng ae~ ~ll to Me.aaa ~aco~lno ~ount 20.00
1300, ADDITION~ BeiiLEMENT CU~RQe8 " '
1301. Gusty to
13o2. Pe,I Inspection to
13o3.
1304,
~le0g, TOTAL ae~EME~ GHAR~E~ {enter on ~ne6 lo3, BeCtlon d and ac2r leolloq K) 4f17~.23 1,715.00
Codified to bo a true ~opy.
IrlO.
Settlement Agent /
REV-l§08 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Phyllis A. Kulla
FILE NUMBER
2104-00225
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1
2
3
4
5
6
7
8
9
10
M&T Bank, 499 Mitchell Road, Millsboro, DE 19966 NC No. 950320745 - Checking
M&T Bank, 499 Mitchell Road, Millsboro, DE 19966 NC No. 9834648 - Checking
M&T Bank, 499 Mitchell Road, Millsbom, DE 19966 NC No. 0150044206232263- Savings
Westem-Southem Life, 400 Broadway, Cincinnati, OH 45202 NC No. W20814010 - Single Prem Def Ann
ABN AMRO Mortgage Group, Inc. 2600 W. Big Beaver Rd. Troy, MI 48084 ( Real Estate Tax Adjust.)
1990 Buick Century Sedan
Wearing apparel
Household goods
Fumishings
1975 John Deero lawn tractor
TOTAL (Also enter on line 5, Recapitulation) $
VALUE AT DATE
OF DEATH
25.00
1,140.67
3,331.91
15,114.14
143.72
700.00
100.00
200.00
550.00
250.00
21,555.44
(If more space is needed, insert additional sheets of the same size)
499 Mitchell Road, Millsboro, DE 19%6 Mail Code DE-MB-12
Griffie & Associates
Attorneys At Law
200 North Hanover Street
Carlisle, PA 17013
Phone (888) 5024349
Fax (302) 934-2955
April 27, 2004
Estate of: Phyllis A. Kulla
Social Security: 168-26-3231
Date of Death: Februar~ 28, 2004
Dear Mr. Griffie:
Per your inquiry dated March 11, 2004, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Checking Account
Account Number 950320745
Ownership (Names
Phyllis A Kulla
Florence Starner
Debra D Muehlheuser, POA
Opening Date
Balance on Date of Death
12/07/99
$25.0O
Accrued Interest
Total
$ 0.00
$25.00
Type of Account
Account Number
Ownership (Names oJ)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
983464863 7
Phyllis A Kulla
Debra D Muehlheuser, POA
02/17/04 (Closed 03/09/04)
$1,140.67
$ 0.00
$1,140.67
Page 2
Estate OD Phyllis A. Kulla
Social Security: 168-26-323]
Date of Death: February 28, 2004
Type of Account
Account Number
Ownership (TVames of)
Opening Date
Balance on Date of Death
Accrued Interest
Savings Account
015004206232263
Phyllis A Kulla
Debra D Muehlheuser, POA
01/18/03 (Closed04~15~04)
$3,331.57
$ .34
$3,331.91
Please be advised there was no safe deposit box found for the above decedent.
For further account information, closures and/or reimbursement of funds, etc. please call the Carlisle West
Office # 717-240-6717.
Sincerely,
Nancy Clagett
Records Management
i~ Weslern-$oulhern Ufe
P.O. Box 2918
Cincinnati, OH 45201-2918
DECEMBER 10, 2003
PHYLLIS A KULLA
P 0 BOX 29
PLAINFIELD PA 17081
Thank you for purchasing the Western-Southern MultiRate Annuity. We appreciate that you have placed your
confidence in our company and will strive to provide you with quality service to match our quality product.
The following is a confirmation of your contract specifications:
Owner: PHYLLIS A KULLA
Joint Owner:
Annuitant: PHYLLIS A KULLA
Annuitant's Birthdate: 12 - 07 - 1931
Contract Number: w 0020814010
Single Premium:
Contract Date:
Date Annuity
Payments Begin: 12 - 02 - 2013
$15,000.00
12-02-2003
Beneficiary: CLASS ]: -DEBRA MUEHLHEUSER, DAUGHTER
InitialEffective AnnuallnterestRate:THE INITIAL EFFECTIVE ANNUAL INTEREST RATE IS 3.50%.
THERE IS ALSO A FIRST YEAR INTEREST RATE ENHANCEMENT
OF 1.00%. THEREFORE, THE INTEREST RATE CREDITED FOR
THE FIRST CONTRACT YEAR WILL BE 4.50%.
If, for example, you select the systematic withdrawal plan for withdrawing interest during the year, the interest
you recei~/e will ............ be less than the amount nrlicat'~d by th~ rate -~,,,,,o_..~ .vv..w~,o"~' ,-,, interest ,;s .,v,.,u~'~';"~ ~,~,~"~;'~ ,,,,,"'" ,,-,,,,,,'~*""'
than accumulated.
If the above information is incorrect or if you have any questions regarding your contract, please call your
Sales Representative or the Annuity Operations Group at 1-800-926-1702. Our hours of operation are
Monday through Thursday 8 a.m. to 6 p.m. and Friday 8 a.m. to 5 p.m. Eastern Time.
Sincerely,
Cynthia Lyons, Manager
Annuity Operations
Western-Southern Life Assurance Company
2500I
WESTERN-SOUTHERN LIFE ASSURANCE COMPANY
CINCINNATI OHIO
STATEMENT OF DEATH CLAIM SETTLEMENT
INFORCE DEPT
980 5145 KULLA PHYLLIS A
W 0020814010
CHECK #OC 03765257 HAS BEEN ISSUED FOR
NON-NEGOTIABLE **STATEMENT OF ACCOUNT**
5-06-2004
$15,091.32
DETACH THE CHECK BELOW
THE IRS WILL BE NOTIFIED THAT THE TAXABLE AMOUNT OF THIS
PAYMENT IS $114.14 FOR THE TAX YEAR OF 2004.
AMOUNT OF CONTRACT
$15,114.14
TOTAL PAYABLE THIS CONTRACT
$15,114.14
FEDERAL INCOME TAX WITHHELD
AMOUNT OF THIS CHECK
$22.82
$15,091.32
DEPT 5145
Detach the check below.
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Phyllis A. Kulla 2104-00225
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
FUNERAL EXPENSES:
Ewing Brothers Funeral Home, Inc.: Funeral home services casket, death certificates, hair dresser
Cumberland Valley Memorial Gardens - Open and close grave
Elks Club # 578 - Food and refreshments
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Reoresentative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State__Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State Zip
5,345.00
995.00
264.00
6,233.39
TOTAL (Also enter on line 9, Recapitulation) S 12,837.39
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12.O3)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Phyllis A. Kulla 2104-00225
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
West Pennsboro Township - Property Taxes
PP&L -Electdc
Spdnt- Telephone
207.01
23.56
66.67
TOTAL (Also enter on line 10, Recapitulation) $ 297.24
(If more space is needed, insert additional sheets of the same size)
IF TAXES ARE IN ESCROW, FORWARD TO MORTGAGE CO.
TAX INFO IS NOT AUTOMATICALLY FRW'D BY THIS OFFICE
o
PAYABLE
TO:
DESC:
DEBORAH W. PIPER, TAX COLLECTOR
350 BARNSTABLE ROAD
CARLISLE PA 17013-7402
MAP NO: 46-18-1394-069
31 GREASON ROAD
ACRES 1.020
LAND APPX. 1 ACRE
Residential Building
RESIDENTIAL
TAX KULLA, GEORGE
PAYER
OFFICE
HOURS:
Assessed Land I Improvement Mineral Total
Values 30,160I 49,870 0 80,030
COUNTY OF CUMBERLAND Discount Face Penal~
Rates .00214900 .00214900 2 % 10
COUNTY R/E 64.81 107.17 168.54 171.98 189.]
Rates .00020300 .00020300 2 % 10
0UNTY LIB 6.12 10.12
~'-'~~EST P~NN$8ORO . 15.92 16.24 17.S
~ ~es .00022500 .00022500 2 % 10
~ INIC. R/E 6.79 11.22 17.65 18.01 19.~
TAX AMOUNT DUE > ' $202.11 / $206.23 $226.85
~ If Paid On or After 3/01/20~4 5/01/2004 I 7/01/20£
If Paid On or Before 4/3~/200~ 6/30/2004
TAXPAYER COPY Bill No: 1167
Control No: 046 - 001675 2004 St_~emenl of Real E_~!_-te T Bill Date:
PO BOX 29 _., ,,~ pipER
PLAINFIELD PA 17081
....
TUESDAY 1PM-6PM TH UR~' 1 PM-7PM
LAST SAT IN APRIL & AUG 10-NOON
CLSD HLDYS & 1/22; 3/25; 5/27;
7/22; 9/9 & 11/18"(717)243-5282
IF NOT PAID BY 12/31/2004 THIS B~I.W~T~r~BE RETURNED TO TAX
CLAIM BUREAU FOR COLLECTION AND FILIN~ OF A LIEN AGAINST
YOUR PROPERTY.
Return Bi!l with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope.
1892 ** TAXPAYER COPY **
BILL DATE 3/01/2004 BILL NO 1892
DEBORAH W. PIPER, TAX
350 BARNSTABLE ROAD
CARLISLE, PA 17013-7402
CTL 46 1583
SSN 168-26-3231
2004 PERSONAL TAX NOTICE
COUNTY OF CUMBERLAND
COLLECTOR TOWNSHIP OF WEST PENNSBORO
CASH ONLY AFTER 12/15/04; $1.00 FEE-ADD'L RECEIPTS
UNPAID TAXES SUBMITTED TO DELINQUENT COLL 12/31/04
P.O. BOX 29
PLAINFIELD PA 17081
TUESDAY 1P~-6P~ THURSDAY
LAST SAT IN APR & AUG 10-NOON
CLSD HLDYS & 1/22;3/25;5/27;
7/22:9/9:11/~8 PH:¢717)243-52R2
NOLOSE SELF ADDRESSED S~MPED ENVELOPE IF RECEIPT IS DESIRED
4.90 5.00 5.50
DISCOUNT FACE PENALTY
3/01/.~.004 5/01/2004 AFTER
4/30/2004 6/30/2004 6/30/2004
PPL Electric
Utilities
Page 3
YoUr Bill Acco(aa. Number
3813()-69003
~ise w ~e ~cal in~, or Xvritim4 ,, I
Electric
Service
For:
GEORGE KULLA
PLAINHELD PA 17(}81
PPL Electric Utilities
Customer Service
827 Hausman Rd.
Allentown, PA
18104-9392
1-800-342-5775 or
484-634.4900
www.ppiweb.com
Total from Last Bill
Pa, ynient Received Feb 25 - Thank You!
$ 26.44
$ 26.44
Billing Details
llalance as of Mar 17, 2004
Current Charges
Charges for - PPL ELE(?TRI(? UTILITIES
Residential Rate: RS for Feb 17- Mar 17
Distribution Charge:
Customer Charfze 0.47
195 KWtl at 1.79600000¢ per KWI I 3.5(/
Transnfission ('haree:
195 KWIt at 0.3'7700000¢ per KWI I 0.74
Transition Chart/e:
195 KWll at'1.41900000¢ per KWII 2.77
Generation (?har~,e.:
Capacity and tmer~v
195 KWtl at 5.(T2500000¢ per KWI I 9.80
PA Tax Adjustment Surcharge afl. 16000000% 0.28
Total PPL ELECTRIC U'IILIqlES Charges
$ 0.00
$ 23.56
Account Balance $ 23.56
General
Information
Ncxl nleter
readin~
on or aOoul
Apr 20
Generation prices and char~es are set bv the electric ~2eneration su )lier
- ~ ......... Pt.
vou have chosen. 'Ihe 1 ublSc {lltlflv (.omm:ss~on re~aulates d~str~t/uhon
{~rices and services. The Federal Efiergv Regulatorv~Commission regulates
transmission prices and services. ' '
PPL Electric Utilities uses about $2.33 of this bill topav state taxes. In
addition, about $1.03 of this bill pays the PA Gross Redeipts Tax.
~lhe Transition Charge includes an Intangible Transitkm Charee IITCI and
the applicable gross receipts tax which tG}.lether amount to $2 ~'9' Th~ ITC
is a per usage c-hare:e appr'oved by the Pub-lie Utility (?ommis~:~)~ which
PPL'Electri~ Utilities c'o'llecls as'agent for PPL Ele'ctric Utilities Transition
Bond Company LLC and which ttiat company uses lo service debt incurred
to recover a pdrtion of PPL Electric Utilit~es"stranded costs. 'lhe $2ross
receipts tax, which is collected for Ihe Comlnonwealth of Pennsvlqania, is
equal to 4.4% of the ITC. '
};'or your convenience, you can now pav your bill usim2 vour Visa,
MasierCard, Discover, or ATM Card. Chll BiliMatrig fit 1-800-672-2413.
BillMatrix will charge your credit and ATM card a service lee for making
this payment.
Now you can receive and pay your PPI. Electric Iltilities' bill online.
Checl~ our web site for more ififommtion and to sign up --
www.pplweb.com
No charge
('onvement
Secure
SAVE MONEY
Clean the coils on the back or bottom of your refrigerator every 3 months.
l)ust covered coils waste energy.
Save postage and late charges - sign up for Automated Bill Pawnent.
Monthly statement: March 25, 2004
Customer service Internet address
1-800-829-8009 sprint.corn/local
6 of 7
Customer number
717-243-8405-186
State and federal regulatory news concerning your communication services.
Pennsylvania allocation of charges
The state of Pennsylvania Public Utility Commission requires your phone charges be separated into
basic and other services. Your total payment due breaks down as follows for this billing statement:
Service categories Past due Current month o Total due
Basic services 22.45 22.45 44,90
Other services 7.92 13.85 21.77
All services $30.37 $36.30 $66.67
Basic services consists of the following: local l~hone service, interstate access surcharge, telecommunications
relay surcharge, emergency 911 s~rcharoe, installation and other fees.
Other services include, but are not limited to, the followina: optional calling features, ecluipment, LineGuard,
local toll calling, long distance, directory and operator assistance.
Please contact Sprint regarding any questions or problems with your bill before the due date. A rate
schedule, an explanation of how to verify the accuracy of your telephone bill and an explanation of
specific charges can be obtained free of charge by calling the customer service number listed on this
page. You may also request this information in writing by sending notice to:
Sprint
Box 4000
Carlisle, PA 17013
Directory Assistance rate to change
Directory Assistance provides you with telephone numbers anywhere in the country. This includes
numbers within your area code, outside your area code and toll-free numbers.
Effective March 1, 2004, the new charge for Directory Assistance service is $1.45 per call. Charges for
Directory Assistance appear in the 'Sprint Local Services' section of your bill under "Other Charges and
Usage.' -
Customer rights -Pay-Per-Call Services
This notice is to inform customers of their rights regarding pay-per-call services (for example 900 calls), as
specified by the Federal Telephone Disclosure and Dispute Resolution Act. Charges for pay-per-call
services may be hilled on your local Sprint telephone bill by companies that have a billing agreement with
Sprint. Further information about a pay-per-call service charge can be obtained by calling the toll free
number of the pay-per-call service provider or its agent. Access to pay-per-call services can be blocked by
contacting Sprint's customer service department.
To dispute a pay-per-call service charge appearing in the local telephone bill, please call the Sprint
customer service number shown above. You must call Sprint within 60 days of the monthly statement date
to dispute a service charge. Sprint will accept notification of the billing error over the phone.
Any dispute not resolved over the phone will be investigated, and Sprint will advise you of the outcome
within 90 days of your initial notification (written responses provided on request). You may withhold
payment of pay-per-call service charges under investigation, and Sprint will not pursue collection activities
for these charges. In the event the pay-per-call service provider subsequently determines that its charges
are valid, the pay-per-call service provider may use its own collection process to obtain payment for the
amount due.
Failure to comply with these rules will result in a forfeit of up to $50 per occurrence of [he disputed
amount. The Federal Communications Commission classifies pay-per-call services as non-communication
services, so non-payment of such charges cannot result in discontinuation of your local or long distance
services. Failure to pay for legitimate pay-per-call service charges, however, can result in terminating
access to pay-per-call services.
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Phyllis A. Kulla
FILE NUMBER
2104-00225
NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)1
Debra D. Uuehlheuser, 144 Clearlake Dr., Ponte Vedra Beach, FL 32082
Daughter
116,620.81
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$ 0.00
(If more space is needed, insert additional sheets of the same size)
FLA T I:IA T _ ,. I: RE -~b'I.-E-~S OF W~-IG-~'
*~-~' DOMESTIC USE ONLY
J UNT
, $7.S0
7013 O00 ~ 088~-04
FOR PICKUP CALL 1-800-222-181t
HOWTOUSE:
1. COMPLETE ADDRESS LABEL AREA
Type or p~fnt mquirecl return
address and addressee information
in customer block (white area)
or on label (if provided).
2. PAYMENT METHOD
Affix postage or meter strip to area
indicated in upper #ght hand comer.
3. ATTACH LABEL (If provided)
Remov~ label backing and adhere
over customer address block area
(white area).
7004
1160
0005 0872
5309
From'
RETURN RECEIPT
flEOUESTED
The efficient FLAT RATE ENVELOPE.
You don't have to weigh the envelope...Just pack all y,3ur correspondenCe and
documents inside and pay only the FLAT RATE Priority Mail postage.
We Deliver.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF I~~H'1~~~ICE OF
INHERITANCE TAX~, ~JOM'~,,, _
PO BOX 280601 ';:"'_ -;::,;,-:' , ,
HARRISBURG PA 17 i!:0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Z"I]- r, I PI' 1[. PJ'l 3: 14
LI' :... 1...,'" I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
KULLA
02-28-2004
21 04-0225
CUMBERLAND
101
CLEFI', O!:
OF~' ,. \I'~ ~rq 'n1'
-;rll/\: 'j 0 I~), ;,)1 I
DE~1j:"D'~UEIl!iJiEilsf~
144 CLEAR LAKE DR
PTE VEDRA BCH FL 32082
*'
REV_1547 EX AFP (12.041
PHYLLIS
A
Allaunt Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
108,200.00
.00
.00
.00
21.555.44
.00
.00
IB)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :m""Ex""AFP""CD1"."6.!,)"'Noi'YcE"'bj!'"lliliER"i'l'AN"et"TA',c"iiP'IIRAi'sEiilNi~""ALt'ij'wANC€"OR"""""""""""""" """
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KULLA PHYLLIS A FILE NO. 21 04-0225 ACN 101 DATE 01-17-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule AJ
2. Stocks and Bonds (Schedule Bl
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Hotes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Sch.dule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
X D S:
.
INTEREST/PEN PAID 1-)
236.84
.00
DATE
05-26-2004
11-10-2004
NUMBER
CD003979
CD004622
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
12,837.39
297.24
(11)
(12)
\13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your Rccount,
submit the upper portion
of this for. with your
tax paYllent.
129,755.44
13.134 I-.~
116,620.81
.00
116,620.81
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
116,620.81 X 045 =
.00 X 12 =
.00X15=
\19)=
AMOUNT PAID
4,500.00
511.10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
5,247.94
.00
.00
5,247.94
5,247.94
.00
.00
.00
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE I.....
A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS.) ~~~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013'
Phone: (717) 240-6345
Date: 1/13/2006
GRIFFIE BRADLEY L
200 N HANOVER STREET
CARLISLE, PA 17013
RE: Estate of KULLA PHYLLIS A
File Number: 2004-00225
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/28/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Estate of Phyllis A. Kulla
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: REGISTER OF WILLS
: ESTATE NO. 2004-00225
INRE:
PRAECIPE
TO REGISTER OF WILLS:
At the direction of the personal representative, please withdraw my appearance entered in
this estate as attorney for the estate and make note that all notices of any nature should be
forwarded to the personal representative at:
Debra Muehlheuser
144 Clearlake Drive
Ponte Vedra Beach, FL 32082
Respectfully submitted,
Date: -4;>:1 /6 (,
1
~
By:
. . fie, Esquire
IE & ASSOCIATES
200 North Hanover Street
Carlisle, P A 17013
(717) 243-5551
(800) 347-5552
9~ III l..zr'HH'1'1I"1Z
. "j:8 -'0 'j Hn jut!
_ :~r~: J..J()
.~vIJ~v
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/25/2006
MUEHLHEUSER DEBRA D
144 CLEARLAKE DRIVE
PONTE VERDE, FL 32082
RE: Estate of KULLA PHYLLIS A
File Number: 2004-00225
Dear Sir/Madam:
It has corne to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/28/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~,A;"LJ
GLENDA FARNER s~~~
REGISTER OF WILLS
cc: File
Counsel
Judge
~
1.,/ I~')...
!~ ~ V?\,
~~ ~J
~
-::l"";) _ ~ _."_ _,_, _,...1..~--::-^I:!ili1_ .....J.E ~_____:i.... _-..-.ii ___,..::;J .-r'i_...."'--.~-
.!t'",,-e:~J1.~I!,.(:;;r !\Y!l. 'If';! JL1l1!.Si UJ!. \0IULHillUi\;;:.IClI.<:Jl.Jllll\..!i. >l...ALJlU1UJ.tl.,Y
ST AIDS REPORT lJl'\l1)ER RULE 6.12
NameofDecedent_'f\-\-YLL\5 A.. KlAU {\
Date ofDeatb.: O:A- ~~-- .2004-
Estate No.: Jl o'-l::--O~
.
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:
1. State whether administration of the estate is complete:
Yes gf No 0
2. If the answer is No, state when the personal representative rea::;onably believes that
the administration will be complete:
j. lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with -the CoUrt? .
Yes.JXJ No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state fu"1 account informally to the pa..'iies in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
jjj~?/l~~
Signature -Pp<-'
Date: (- 31-oh
~:"
:VE.~~I\D. M (,(.EJ-\-L~E\Z.
Name
~
'4-4 C.LEARLAK~ ~IVE.
Addrtt~ ~E:b~l\ ~lt Ft- J;2l1f3;t
(
",'. )
, -)
Y'elephol1e No.
Capaciti: ~ ?ersQnal P,,-eFresenI3:ci\Te
o CCrLlTISe.l for persoJ.1a.l represerltative
,\1;
Ii
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NQTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
. OF DEDUCTIONS AND ASSESSMENT OF TAX
"'t,.. i.~ ~_. r ,~
IJ (C;..) .....i
f'.' . '-..
- - !'.-"
~ ; l;~ .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
KUllA
02-28-2004
21 04-0225
CUMBERLAND
101
r
,: j
,"
DEBRA D MUEHLHEUSEi
144 CLEARLAKE DR
PTE VEDRA BCH FL 32082
*'
REY-15~7 EX iFP n2-D~)
PHYLLIS
A
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1Y'V' :1~?''''-Ex--AFP-r~1-:6!''-Noi'-fci-i:iF-i:'N'HErtffl'f.rcE-i'Ax-A-PPRA-fsEMEN'~--A[ti:iWANCE-OR------._----- - --.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUllA PHYLLIS A FILE NO. 21 04-0225 ACN 101 DATE 01-17-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
116.620.81 X 045 = 5.247.94
.00 X 12 = .00
.00 X 15 = .00
(19)= 5.247.94
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
108.200.00
.00
.00
.00
21. 555.44
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
12.837.39
297.24
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
sub.it the upper portion
of this for. with your
tax paYllent.
129.755.44
13.134 63
116.620.81
.00
116.620.81
.
..,,,nenl .-. (+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-26-2004 CD003979 236.84 4.500.00
11-10-2004 CD004622 .00 511.10
TOTAL TAX CREDIT 5.247.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
...
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)