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Home My WebLink About04-22-09r r ~t : . H J REV-1500EX (OB-05) PA Department of Revenue Bureau of Intlivbual Taxes PO BOX 280601 Henislwre. PA 17128-0801 Irm Name (If Applicable) ', SAIDIS, FLOWER, LINDSAY First line of address .2109 MARKET STREET Second line of address City or Post once- _... _... OFFICIAL UEE ONLY County Code Yeer Flle Number 21 08 10826 Date of Birth 06/21/1959 Decedent's Firet Neme MI CLINTON __ ' E Spouse's Firal Name MI KIMBERLY THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ ! REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C{D 1. Original Retum O 2. Supplemental Ratum O 3. Remaintler Return (date of death prior to 12-13-82) O 4. Limited Estate O qe. FuWre Interest Compremise (date of O 5. Fedarel Estate Tax Retum Required death after 12-12-82) m 6. Decedent Dietl Testate O 7. Decedent Meintainetl a Living Trvat __,,.,,.,.,,., 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trual) O 9. Litigation Pmceetls Receivetl O 10. Spousal Poverty Cretlit (date of death O 11. EleGion to lax untler Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS 8ECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name _ _.. Daytime Telephone Number jTHOMAS E. FLOWER F _. , (717) 737-3405 _...... _.. .. _... _. .. _. _! 15056051058 INHERITANCE TAX RETURN RESIDENT DECEDENT 07/30/2008 __ Decedent's Last Name Su1Bx KAUFFMAN (If Applluble)Enber Surviving Spouee'alnformatlon Below Spouse's Last Name $URI% KAUFFMAN_. Spouse's Social Security Number CAMP HILL Correspondent's a-mail atltlress: Untler penalties or perjury, I tleclare that I have ezemineOl it is true, coned end comphte. Decleretion o/ preperer otl SI~jM41~1RE OF PEQSON ~ NSI FOR FILING State PA n, Inclutling the person ZIP Code ',17011 REGISTER OF WILLS USE ONLY C rv ° ' ~ . o -~ - i - ~ r~ ~ , N r GI r~~~ ~ _a Cf7 N ~~, ,_' ((('''~~~ ~~^ FILED S ~ -=j - --_ m ~ r_ ___ ___ __.. o :rlstlulss antl statements, antl to the is Deeetl on all In(ormebon of which STEVE A. KAUFFMAN, 1 L~OBBLESTONE DRIVE, CARLISLE, PA 17015 FLOWER & LINDSAY, 2109 MARKET STREET, CAMP PA 17011 L 15056051058 Side 1 15056051058 Y'~ 4 `\~\ t s r -. - J 15056052059 REV-1500 EX Decedent's Neme: CLINTON E KAUFFMAN RECAPRULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks antl Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. 5. Cash, Benk Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Properly (Schedule F) O Separate Billing Requeatetl ....... 6. 7. Inter-Vivoe Transfers 8 Miscellaneous Non-Probate Property (Schedule G) t~ Separate Billing Requested........ 7. S. Total Gross Asssts (total Lines 1-7) .................................... B. 9. Furarrel Expenses & Administrative Costs (Schatlule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilltles, 8 Liens (Schedule I) ........... ..... 10. 11. Total Dsduetlons (total Lines 9 & 10) .............................. ..... 11. 12. Net Value of Eshb (Line 8 minus Line 11) ......................... ..... 12. 13. Charttable and Governmental BequeslslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ................... ..... 13. 14. Nat Value Sub)eet to Tax (Line 12 minus Line 13) ................... ..... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable al the spousal tax rete, or bansfers untler Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable al Ilneal refs X .0 _ ig, 17. Amount of Line 14 taxable at sibling rete X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 Social Security Number 180,041.40 10,898.48 3,728.52 194,488.40 29,426.07 199,240.17 228,886.24 0.00 0.00 0.00 O 15056052059 REV-1500 EX Pepe 3 • ~ Decedent's Complete Address: File NumOer ~~_. 21 OB 0826 ~~ DECEDENT'S NAME DECEDENTS SDCIAL SECURITY NUMBER CLINTON E KAUFFMAN f~` a$P-44-1014 STREET ADDRESS 48 LIMEKILN ROAD CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. CreditslPayments A. Spousal Poverty Credit B. Pdor Payments C. Diswunl TotalCredits(A+B+C) (2) 3. Interesl/Penalty if applicable D. Interest E. Penalty Total InteresVPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line ZO to request a rePond. (q) 5. If Line 1 + Line 3 is greaMr than Line 2, enter the difierence. This is the TA% DUE. (5) A. Enter the interest an the taz due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property aansferred :............................................................................. ............. ^ b. retain the right to designate who shall use the property transferred or its income : ............................... ............. ^ c. reain a reversionary interest; or ............................................................................................................. ............. ^ d. receive the promise for life of either payments, benefits or care7 ......................................................... ............. ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideretion7 .................................................................................................. ............ ^ 3. Did decedent awn an'in trust for' or payable upon death bank account or security at his or her death? .. ............ ^ 4. Did decedent own en Individual Retirement Armunt, annuity, or other non-probate property which contains a beneficiary designatbn7 ............................................................................................................ ............ 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 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are s811 applicable even if the surviving spouse is the only beneficiary. For dales of death on or after July 1, 2000: The tax rate imposed an the net value of transfers from a deceased child lwentyone years of age or younger at death to or for tl1e use of a nature) parent, an adoptive parent, ar a stepparent of the child is zero (0) percent [/2 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 beneficiades is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.z) [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)]. Asibling is defned, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX•(e-a8) SCIIEpULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT `°'^' ` "~ FILE NUMBER CLINTON E. KAUFFMAN 21-08-0828 All real property owned soky or as a tenant In common mutt ba nporhd at hlr market value. Fair mmkel vNue is defined as the pdrs at which property would be exchanged between a willing buyer and a willing aeNer, neither being compeMad to buy or aell, both having reaaoneble knowledge d the rebvent fads. Real properly which Is Jolntlybwnad with right o1 survivonhlp moat M dkebsad on Schedule F. ThxDB Result Details Detailed Results for Parce146-20-1780-009. in the 2004 Taal Assessment Database DistrictNo 46 Parcel ID 46-20-1780-009. MapSutfiz HouseNo 48 Direction Street LIMEKILN ROAD Owned KAUFFMAN, CLINTON E C/O PropType R PropDesc LivArea 2256 CurLsndVal 25130 CurImpVal 117760 CurTotVsl 142890 CurPretVal Acreage 1.01 CIGrnStat TaxEx 1 SaleAmt 183000 SaleMo 03 SaleDs 24 SaleCe 20 SaleYr 06 DeedBkPage 00273-03522 YearBlt 1977 HF_File_Date 01/23/2007 HF_Approval_Status A http://taxdb.ccpa.net/details.asp?id=46-20-1780-009.&dbselect= l Page 1 of 1 8/7/2008 Y REV-1508 EX~ (8-BB) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SC11Ep11LE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER CLINTON E. KAUFFMAN 21-08-0826 InGude the proceeds of Ihigatlon and the date the proceeds were received by the estate. Ag properly Jolntlyovmed wlth fight of turvlwwhip mutt ba dbelosed on 9ehadub F. 1. M&T BANK CHECKING ACCT. #3740994300 493.58 2. M3T BANK SAVINGS ACCT. #015004198283704 1,544.90 3. 1994 FORD ESCORT 1,215.00 4. 2004 SATURN VUE _ _ 7,445.00 A"' 2 9 ?008 a ~~k 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502.4349 Fax (302) 934-2955 Law Offices August 27, 2008 Saidis, Flower & Lindsay 2109 Market Street Camp Hill, Pennsylvania 17011 Re.• Estate of Clinton E Kauffman Social Security: 176-44-1014 Date ofDeath: Julv 30.2008 Deaz Sir or Madam: Per your inquiry dated August 2Q, 2008, 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 ChecktngAccount AccauntNumber 3740994300 Ownership (Names oJJ Clinton E Kau, jjman Opening Date 3/7/00 Closed 8/19/08 Balance on Date ofDeath $ 493.58 Accrued Interest $ 0.00 Total '----------------------------------------------- $ 493.58 2. Type ofAccount Savings Account Account Number 0:5004.198283704 Ownership (Names on Clinton E Kauffman * Opening Date 5/14/01 Closed 8/12/08 Balance on Date ofDeath $1,544.86 Accrued Interest $ 0.04 Total _..... _.......... $1544.90 _ .................... _. 3. Type ofAccount Savings Account Account Number 015004214277970 Ownership (Names o~ Clinton E Kaugraan ' DrewBKattffman " Opening Date 5/04/06 Balance on Date ojDeath $ 7, 452.20 Accrued Interest $ 0.83 Total . . . .. . . .. . .. . . . . . . . . .. . . .. . . . . . .. . .. .. .. . . . .. . . .. . . . . . . .. . .. . . .. . . $ 7,453.03 Please be advised, there was no safe deposit box found for the above decedent * If upon reviewing the information above, you believe there are additional accounts not referenced, pleas~.provide us with an account number and/or name of any possible joint acrnunt holder For any additional informat~n on the above accounts, including ownership and any changes, cbsures and/or reimbursement of funds, etc., please contact our Carlisle Pike lMtce # 717-7951710. siQncerely, // <_/~ cz,e~ ~/~J Trade Haze Records Management Kelley Blue Book Used Car Values -Yahoo! 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Find a uses Post en Ad Classifieds Research r Price anott - http://autos.yahoo.cotn/kbb/report.html;alt=Am2aihWCvP_Kla'yVZNznESNdL8F;ylv... 10/21/2008 11 ' Kelley Blue Book Used Car Values -Yahoo! Autos Blue Book Values Page 2 of 4 1. Make Model & Year 2. Trim 3. Condition 4. Pricing Report Provided by Step 4: Kelley Blue Book Pricing Report ®IM this reoc Buyer's Reoort Seller's Report ', 1884 Ford Escort Hatchback 2D in or near October 21, 2008 Private Party Valus 1 Trac $1,215 $5i Mileage: 95,000 Condition: Good 3 Engine: 4-Cyl. 1.9 Liter Transmission: 5 Speed Manual Drive: FWD Equipment: Air Conditioning, Power Steer Next Steps Other Th Sell your car using Yahoo! Autos Get a auot and reach an audience of millions. Find a uses Post an Ad Classifieds Research r Price anott http://autos.yahoo.com/kbb/report.html;ylt=Am2aihW CvP_Kkry VZNznESM5kb8F;yl... 10/21 /2008 !1 i ~ REV-1509 EX+ (e-98) ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpULE F JOINTLY-OWNED PROPERTY C.~IAIt VF FILE NUMBER CLINTON E. KAUFFMAN 21-08-0826 If an aaaN was mach joint within one yaar of the daadant'a data of loth, It must W repoltatl on Sehedub G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A~bREW B. KAUFFMAN 308 JUNIPER STREET, CARLISLE, PA 17013 ;SON B... C JOINTLY-OWNED PROPERTY: -- LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCLIL WSTRVTION AND BPNKACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOWT IDENTIFYING NUMBER. ATTACH GEED FOR JOINTLKHELD REAL ESTATE. VALUE OFASSET INTEREST J)ECEOENi'a INTEREST 05/04/06 M6TBANKSAVINGSACCT.jl015004214277970 7,45303 ? 5 ': 3,726.52 ': TOTAL (Also enter on line 8, Recapitulation) = 3,726.52 (If more space la needed, Insen eddRional sheets of Me same size) 11 A REV-1510 EX+ (8-98 SCHEp11LE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER CLINTON E. KAUFFMAN 21-OB-0826 - This schedule must he completetl and fbtl it the answer to any of questions i through 4 on Na reverse sitla of iha REV-1580 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE iRIw3FEREE, THEIR RELATIDNSHIR i00ECEOENTAHD DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACX ACOW OF THE DEED FOR REK ESTATE VALUE OF ASSET INTEREST IF AVPIICARL VALUE t• DECEDENT'S PSERS RETIREMENT ACCOUNT IS NOT TAXABLE '.BECAUSE HE WAS NOT YET 59 YEARS OF AGE ` '; 'DECEDENT ALSO CARRIED LIFE INSURANCE PAYABLE TO HIS ESTATE (If more apace Is needetl, Insed atltli8onal sheeb of Iha same size) , ,. REV-1511 EX+(12-99) scNEOV~e x COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER CLINTON E. KAUFFMAN 21-08-0826 Mbta of dllgtlant mutt ba roportad on ScMdule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENS!^.$. t' HOFFMAN-ROTH FUNERAL HOME, PROFESSIONAL SERVICES _ _ _ _ 3,384.11 , B. 1 2. ADMINISTRATIVE COSTS: Personal Represantaliva's Commissions Name of Personal Representative(s) STEVE A. KAUFFMAN Social Security Number(s)/EIN Number of Personal Representadve(s) 176-44-1018 Sheet Addressl COBBLESTONE DRIVE City CARLISLE State',PA zip 17015 Year(s) Commission Peld 2008 Ahomey Fees 3. Family Exemption: (If decetlanl's adtlress is not the same as claimant's, attach explanation) Clalmanl KIMBERLY KAUFFMAN Street Atltlress 48 LIMEKILN ROAD city CARLISLE state IPA zlp .17015 Relationship of Claimant to Decedent SPOUSE 4. Probate Fees 5. Accounlent's Fees 6. Tax Return Preparer's Fees Z 8. 9.' t D. PUBLISH EXECUTOR'S NOTICES, COMB. LAW JOURNAL (75), THE SENTINEL (182.56) OAKTREE ENVIR. SVCS. -SEPTIC TANK SERVICE TRI-COUNTY PEST CONTROL PPL ELECTRIC SERVICE 5,000.00 16,500.00 '' 3,500.00 I TOTAL (Also enter on line 9, RecaDRUlationl ~ S'. 29,426.07 (M more specs is ntleded, insen eddidonal sheets of Ne same size) , ~ . REV-1512 EX+ (12-03) scNeou~s ~ COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCETAX RETURN RESIDENT MORTGAGE LIABILITIES & LIENS DECEDENT r ESTATE OF FILE NUMBER CLINTON E. KAUFFMAN 21-OS-0826 Rsporl debt Incurrs0 by the decadent prior to duth which nmalnsd unpaid a of the tlab of duth, Including unnimhuwsd mWlul expense. ITEM NUMBER VALUE A7 DATE .DESCRIPTION OF DEATH t. NATIONAL CITY MORTGAGE LOAN #0005956108 `' 183,007.19 2. GMAC CAR LOAN BALANCE (SATURN VUE) 4,150.56 i 3. CAPITAL ONE, CREDIT CARD BALANCE 9,578.90 4. AMERICAN EDUCATION SERVI CES 158.51 i 5. INTERSTATE WASTE SERVICES 82.13 6. HSBC CARD SERVICES - 73.00 7. PPL ELECTRIC 124.27 ' 8. DISH NETWORK 46.62 ': 9. KAY JEWELERS ;: 110.00 10. EMBARO _ 193.94 11. CUMBERLAND GOODWILL FIRE RESCUE 1,562.44 12.' SPRINT, CELL PHONE BILL 79.18 14. ROYER'S GULF SERVICE 38.43 ':. 15. CARLISLE REGIONAL MEDICAL CENTER 35.00 ' TOTAL (Also enter on Ilne 10, Recapitulation) S 199,240.17 ''. (I/more space Is needed, inaed additional sheeU of the same size) a .. _; ~ ,. TRUTH-IN-LENDING. DISCLOSURE STATEMENT LENDER OR LENDER'S AGENTS NEITHER A CONTRACT NOR A COMMITMENT TO LEND) National C1ty Mortgage ^ Preliminary ®Final a division of National City Hank DATE: x/15/2008 LOANNO.: 0005956108 Type ojLoan: CONY INS Fixed BORROWERS: CLINTON E RAUFFMAN ADDRESS: 48 LIMEKILN RD * MI Cutoff based on NPA MI Cutoff ~. CITY/STATE/LIP: CARLISLE, PA 17015 INDEY: PROPERTY: 48 LIMEKILN RD INTEREST RATE: 5.625 ^ Thic Loan hee a Variable Re[e Peaturc. Variable Rate Disclosures have been provided to you earlier. SECURITY: You am giving a security interest in the properly located at:48 LIMEKILN RD ASSUMPTION: Someone buying this property U cannot esaume the rctpeining balance due under original mortgage terms may assume, subject [o lender's conditions, [he remaining balance due under original mortgage terms. FILING I RECORDING FEES: $ SE8 NUD-1 SETTLBMSNT STATEMENT PROPERTY INSURANCE: L xJ Property hazard insurance witha mortgagee clause to the lender is a required condition of this loan. Borrower may purchase thin insurance from any insurance company acceptable [o the lender. Hazard insurance ^ is ®ia no[ available through the lender a[ an estuneted cost of $ fora year term, LATE CHARGES: If your payment is more than 15 days late, you will be charged a late charge of 5 •00 % of the r n eras r to a~ ~ : u you pay o[t your roan early, you may ®will not have to pay a penalty. 0 may ®will not be entitled to a refund of part of the finance charge. See your contract documents for any addltlonsl Information regarding ,non-payment, default, required repayment In full before scheduled data, and prepayment rotunda and penalties. e means estimate reading and receiving a complete copy CLINTON E RAUFFMAN Bolutowglt/Dare 28 APPLICABLE[ NATL795 (esoa7.o7 BORROWER/DATE ADDITIONAL HORRONHRS SIGNATURE LINES ON RSVERSB SID8 VMP Mangege Solutlona, Inc. (800(627-7291 Pepe 1 0l 2 BORROWER/DATE BORROWER /DATH 5/98 U06D006 DEMAND FEATURE: ® This loan does not have a Demand Feature. ^ Thia loan hee a Demand Peaturc as follows: Date: 2/15/2008 ;.oan Number: 0005956108 Sorrowers: CLINTON RAUFFMAN SCHEDULE Page: 1 Initial Loan Amount: $164,000.00 PMT PAYMENT NHR DATS INTEREST RATE PAYMENT AMOUNT APPLIED TO PRINCIPAL APPLIED TO INTEREST NEVP BALANCE LTV 1 4/01/2008 5.625 1,059.21 196.71 862.50 183,803.29 86.29 2 5/01/2008 5.625 1,059.21 1.97.63 861.58 183,605.66 86.20 3 6/01/2008 5.625 1,059.21 198.56 860.65 183,407.10 86.11 4 7/01/2008 5.625 1,059.21 199.49 859.72 163,207.61 86.01 5 8/01/2008 5.625 1,059.21 200.42 858.79 163,007.19 85.92 6 9/01/2008 5.625 1,059.21 201.36 657.85 182,805.83 85.82 7 10/01/2006 5.625 1,059.21 202.31 B56.9D 182,603.52 85.73 8 11/01/2006 5.625 1,059.21 203.y6 855.95 182,400.26 85.63 9 12/01/2006 5.625 1,059.21 204.21 855.00 182,196.0.5 85.54 10 1/01/2009 5.625 1,059.21 205.17 854.04 . . 181,990.88 65.44 lY 2/01/2009 5.625'. 1,059.21 206.13 853.06 181,784.:7:5 85.34 12 3/01/2009 5.625 1,059.21 207.09 852.12 161, 57T.'6b 65:.25 13 4/01/2009 5.625 1,059.21 206.06 851.15 181,369.60 85.15 14 5/01/2009 5.625 1,059.21 209.04 850.17 181,160.56 85.05 15 6/01/2009 5.625 1,059.21 210.02 849.19 180,950.54 64.95 16 7/01/2009 5.625 1,059.21 211.00 648.21 180,739.54 84.85 17 8/01/2009 5.625 1,059.21 211.99 847.22 180,527.55 84.75 18 9/01/2009 5.625 1,059.21 212.99 846.22 160,314.56 84.65 19 10/01/2009 5.625 1,059.21 213.99 845.22 180,100.57 64.55 20 11/01/2009 5.625 1,059.21 214.99 844.22 179,885.58 84.45 21 12/O1/y009 5.625 1,059.21 216.00 643.21 179,669.58 gq,35 22 1/01/2010 5.625 1,059.21 217.01 642.20 179,452.57 64.25 23 2/01/2010 5.625 1,059.21 218.03 841.18 179,234.54 84.15 24 3/01/2010 5.625 1,059.21 219.05 840.16 179,015.49 84.04 25 4/01/2010 5.625 1,059.21 220.07 839.14 178,795.42 83.94 26 5/01/2010 5.625 1,059.21 221.11 838.10 178,574.31 63.84 27 6/01/2010 5.625 1,059.21 222.14 837.07 178,352.17 63.73 28 7/01/2010 5.625 1,059.21 223.18 836.03 178,128.99 83.63 29 8/01/2010 5.625 1,059.21 224.23 834.98 177,904.76 83.52 30 9/01/2010 5.625 1,059.21 225.28 833.93 177,679.46 83.42 ~~ 1 REV-1513 EX~ (990) COMMONWEALTH OF PENNSYLVANw INHERITANCE TAX RETURN RESN)ENT DECEDENT ESTATE OF FILE NUMBER CLINTON E. KAUFFMAN 21-08-0826 i. 2 3. II NAME AND ADDRESS scNEnu~s r BENEFICIARIES RECENING PROPERTY ~ Do Not KIMBERLY KAUFFMAN, 48 LIMEKILN DRIVE, CARLISLE, PA 17015 ANTHONY W. KAUFFMAN, WINCHESTER GARDEN APTS, APT #71 CA' DREW B. KAUFFMAN, 308 JUNIPER STREET, CARLISLE 70i3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO NON-TAXABLE DISTRIBUTIONS: lOH 18, AS APPROPRIATE, ON RE A... SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE OF ESTATE In the Office of the Register of Wills for Cumberland County, Pennsylvania In re: Estate of Clinton E. Kauffinan, Deceased File No. 2008-00826 Late of West Pennsboro Township SURVIVINGSPOUSE'SELEOTION PURSUANT TO 20 Pa C S & 2201 et aea I, Kimberly Kauffman, surviving spouse of Clinton E. Kauffman, deceased, hereby elect to take my statutory spousal share of my late husband's estate, pursuant to 20 Pa. C. S. § 2201 et seq. Date: January 29, 2009 ~ I Kimberly Kauf „ ..., SAIDIS SIiUFF, FLOWER & LINDSAY ATIO~lE}MA W xs w. x~sn so-ee~ Carihle, PA LAST WILL AND TESTAMENT of ,,, .~ -7 '~, ~_ - CLINTONE. IfAUFF11lAN _'_;'~, - ' _;, W ..%~ l~'~_:Il y ~ - I, CLINTON E. KAUFFMAN, of R. R. #2 Boii"~82. NLwni ` - ,~ Bloomfield, Cumberland County, Pennsylvania, 17068 being of sound 9?id disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former WUIs, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, STEVE A. KAUFFMAN to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. SECOND: I hereby direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. THIRD: I hereby give, devise and bequeath ten {10) percent (%) of my residuary estate, excluding life insurance, to Grace United Methodist Church of Carlisle, Pennsylvania. FOURTH: All the rest, residue and remainder of my estate I t .., hereby give, devise and bequeath, be it real, personal or mixed, of whatsoever kind and wheresoever situate, to STEVE A. KAUFFAAAN, of Carlisle, Pennsylvania, IN TRUST NEVERTHELESS for the benefit of my children, ANTHONY W. KAUFFMAN and DREW B. KAUFFMAN in equal shares. A. The trustee shall invest the Trust corpus in good and safe securities legal for trust funds in the Commonwealth of Pennsylvania. In the event one of the beneficiaries has not attained eighteen (18) years of age and graduated from high school at the time of my death, I hereby instruct the trustee to pay to the child's guardian $750.00 per month from the child's share of the trust for his health, education and welfare. B. I hereby instruct the trustee to pay to each beneficiary up to $10,000.00 per year for his post-secondary education, including tuition, room and board and books for a period not to exceed six (6) years provided the beneficiary has exhausted all other funds available to him including the United States Savings Bonds held by the beneficiary's mother on his behalf and any grants for which the beneficiary is eligible. In addition, so long as he is enrolled as a full time SA1D1S student in an institution of higher education, each child shall draw from SI11TF$ FLOWER & LINDSAY his share of the trust up to $750.00 per month, indexed annually for ATRMKYNAMAW 26 W. Nisq SUret GdWe, PA inflation, for his support, to provide for his additional needs. C. Upon attaining the age of twenty-five (25) years each beneficiary shall received one-half (1/2) of the then remaining 2 a ~ '. balance of his share, induding any accumulated interest and prindple. Upon attaining thirty years (30) of age each benefidary shall receive from the trustee the balance of his share induding accumulated interest and principle. FIFTH: In the event that at the time of my death any child of mine has not attained eighteen (18) years of age, I hereby nominate, constitute and appoint STEVE A. KAUFFMAN, of Carlisle, Cumberland County, Pennsylvania as Guardian of the person. In the event that STEVE A. KAUFFMAN is unwilling or unable to serve I hereby nominate, constitute and appoint GIDEON AND EVELYN KAUFFMAN of Carlisle, Cumberland County, Pennsylvania as alternate Guardians. In the event that GIDEON AND EVELYN KAUFFMAN are unwilling or unable to serve I hereby nominate, constitute and appoint SUE ELLEN DAVIS of Fayetteville, Pennsylvania as the Guardian of my child. LASTLY: I hereby nominate, constitute and appoint STEVE A. KAUFFMAN of Carlisle, Cumberland County, Pennsylvania to be the Executor of this my Last Will and Testament. In the event that STEVE A. KAUFFMAN shall be unable or SAIDiS unwilling to serve as Trustee for any reason, I hereby appoint, SUE SHIIF$ F7.OWER & LINDSAY ELLEN DAVIS of Fayetteville, Pennsylvania as an Alternate Trustee. No ATffMi~MYAMAW ~~a~ ~"` Executor or Executrix shall be required tD file bond in this or any other jurisdiction. 3 t ~ •' r SAIDIS SHUFF, FLOWER & LINDSAY MTLEMFAMAW 26 W, HISA Strut Gt1kk, PA IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ! day of , 2003 . c ~, CLINTON E. KAUFFMAN 4 SIGNED, SEALED, PUBLISHED and 1 r SAIDIS SHOFP, FLOWER & LINDSAY A7'HMIiYYATNAW 36 W, H17h 71flel hHWe, PA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, CLINTON E. KAUFFINAN, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affim~ed to and acknowledge .before me, by CUNTON E. IKAUFFNL4N, the Testator, this LL__ day of 2003. ' r+orAwws7u KMI01 L LFNIO?H, NOTARY PU6lJQ MNlJ6lE BORO, r.YpA6ERLAND OOUNIY AAYCOMIAq&ON E70 PpHUARY 70.7006 Clinton E. Kauffman, T , toCg r Notary P is 4 •v • ~ 1' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss yye, l" ~YN~4-( G. S and the witnesses whose names are s' ed to the atta or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last WIII; tl~at he signed willingly and that he executed R as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. to a subscribed to befp me by this ~_ day of 2003. fines Notary Publi SAID[S SHITFF, RAWER & LINDSAY AT7INKWAT~I.AW 2fi W. NI311 Street Grlble, PA 6 3'J`d1SOd Sf1 ~ OI ~ o ~ ~ ~ Q ~_ N _N LL o ~ ~ a~roH ~ I ~' ,~ n, ~ w ~ ~~ ~ ~.. ~~ a ~ "~ '~. ~ W C fn ch g ` R N ~ ~ Q7 ~ ~ C..7 t011 O , ~ i ~ e ~ ~oo a ~~ h $ E E ~U~~~ OO LAW OFFICES JOHN E. SLIKE ROBERT C. SAIDIS JAMES D. FLOWER ]R CAROL J. LINDSAY JOHN B. LAMPI DANIEL L. SULLIVAN DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS JASON E. [orLSo SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (T17) 737-3405 -FACSIMILE: (717) 737-3907 EMAIL: tflowerHsfl-law.com www.sfl-law.com Apri121, 2009 Office of the Register of Wills Cumberland County Courthouse Room 102 One Courthouse Squaze Carlisle, PA 17013 Re: Estate of Clinton E. Kauffinan File No. 21-08-0826 Deaz Sir or Madam: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)2436222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Enclosed aze the original and two copies of the Inheritance Tax Return for the above- referenced decedent along with a check in the amount of $15.00 in payment of the filing fee. Please return atime-stamped copy in the enclosed self-addressed stamped envelope. Please contact our office if you have any questions regazding this matter. Very truly yours, SAIDIS, FLOWER & LINDSAY Kazen Riccardo, Assistant to Thomas E. Flower, Esq. ,~.~ TEF/kaz n ° ~ =n ' -: ~ ~ Enclosures ~ ~" ~'" - ~ ~~~ ~ ~ ''O C') pZ i ' rn Xs,~~ N N : 7 n_~ r`n _T c:7 OC c::' ~ r ;H = - ._ _ ._ --i ,. { W O