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Home My WebLink About01-19-10 (2) 1505607120 --~ REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code near File Number Bureau of Individual Taxes INHERITANCE TAX RETURN (l' Po Box.2sosol RESIDENT DECEDENT 2 1 ~-~' OD~J Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 165 26 6337 11 14 2008 Decedent's Last Name Suffix Decedent's First Name MI KUYKENDALL EW`a' p' (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 ^ ,~ 1. Original Retum ~! 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) n 4. Limited Estate ~ qa. Future Interest Compromise ~ 5. Federal Estate Tax Return Required ~; (date of death after 12-12-a2) ~~ Decedent Died Testate n ~ Decedent Maintained a living Trust O 8. Total Number of Safe Deposit Boxes 6. (Attach Copy of Will) J (Attach Copy of Trust) '~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: - ~ Name ~ Daytime Telephone Numper - . JAMES D. HUGHES ESQ. 717 249 633,x, -~ - Firm Name (If Applicable) SALZMANN HUGHES PC First line of address 354 ALEXANDER Second line of address SPRING RCJAD, SUITE 1 City or Post Office CARLISLE State ZIP Code PA 17015 T ~LLSUS~QNLY~ EGISTER ~.. ' ~ R fr. .~.. . _, ~~ rn _...- r C~'% ~ r t•~;=a ~ ~ -y~7 nr;1 CTl DAfiE FILED N ~u-Z ..-, ~_~ -.. ~ c"' , .-. > :~.~ -r,t hu hes salzmannhughes.com Correspondent's a-mail address: 1 9 Under penalties of perjury, 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. DATE SIGNyTURE OF PERSON RESPONS LE FOR FILING RETURN Mary K. Wagner, Petitioner r~ t~ /~ ADDRESS ' 275 N Midd ,Carlisle, PA 17013 SIGNAT E OF PREP R OTH EPRESENTATIVE DATE James D. Hughes Esq. ~'- V ~'~ J 3 4 Alexander ring Road, Suite 1, Carlisle, PA 17015 Side 1 1505607120 1505607120 J REV-1500 EX Deceaenrs Name: Eva A. F(u y k e n d a l l Decedent's Social Security Number 165 26 6337 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 2. Stocks and Bonds (Schedule B) ................................................................................ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 6. Jointly Owned Property (Schedule F) ~X Separate Billing Requested ............. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~X' Separate Billing Requested ............. 8. Total Gross Assets (total Lines 1-7) ....................................................................... 1. 2 66.36 3. 4. 9, 959. 67 5. 6 3, 247. 32 7 57, 406. 54 8. 70, 679. 89 9. Funeral Expenses i;< Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8~ 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/Sec 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, or transfers under Sec. 9116 0 0 0 15. (a)(1.2) X .00 16. Amount of Line 14 taxable 8 0 5 6 1 8 0 16. at Lineal rate X .045 , 17. Amount of Line 14 taxable 0 0 0 17. at sibling rate X .12 18. Amount of Line 14 taxable 0 0 0 18. at collateral rate X .15 1 19. 19. ................................................. Tax Due ..................... ................................ ............... 20. FILL tN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505607220 8 ,.284..81 589.28 8,874.09 6'1 ; 805.80 61;805.80 0. 00 2, 781. 26 0. 00 0. 00 2,781. 26 Side 2 1505607220 1505607220 REV-1500 EX Page 3 rlnnnrlnnt'c (_mm~ln4a_ Ort['trP_SS: File Number 21-09- ..............- . __. .r--'- - ---- - - - DECEDENT'S NAME Eva A. Kuykendall -__ __- STREET ADDRESS 50 Gordon Road _ - CITY ~ STATE 'ZIP Carlisle I PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty 0.00 Total Credits (A + B + C) Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 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. (1) (2) (3) (4) (5) 2,781.26 0.00 2,781.26 A. Enter the interest on the tax due. (5A) g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2 , 7 $ ~ • 2 6 Make Check Pa~-yable to REGISTER OF WILLS, AGENT ..'~ ~~ _~ ~<. `' i~~ u~ ~' '~~~:.~ ue u~ ~~ ~:,'£ ~ G i~ ~ t )...: ~:~'•. 7 ~,. ~i~' sia~>s...C'1~P ':K. - .. 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 transferred :.................................................................................. x ~ ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ~ I c. retain a reversionary interest; or .................................................................................................................. ~^I ~ z d. receive the promise for life of either payments, benefits or care? .............................................................. ^ n. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ~ receiving adequate consideration? ....................................................................................................................... 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? ................................................................................................................... x ~, ~~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~,, _ _ _ -Q- ---- :- C' .~. '- ~-! k".; ~T~~ -_--' ,.:ti "t;'- ~ :1~ ~erY'_.~ a `I ~~i~ ~ car i„ ~~'..d~.:i,3w.~. ~,.h~ ~.-_4''.~ ib~'i~ 'r-F"..~.-~~ey '~q ter'., ... ... 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 (O) 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 (east one parent in common with the decedent, whether by blood or adoption. Rev-1503 EX+ j6-98) SCHEDULE B STOCKS 8~ BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Kuykendall ,Eva A. 21-09- All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH Wells Fargo Individual Account 1 2 shares of SPX Corp 33.18 66.36 TOTAL (Also enter on Line 2, Recapitulation) 66.36 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 FJ(+ (8.88) COMMONWEALTH OF PENNSYWANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Kuykendall ,Eva A. _ 21-09- Include the proceeds of litigation and the date the proceeds were receivetl by the estate. All property jolntlyvwned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Penn Mutual Company -check 30.00 2 Wells Fargo Money Market Fund 835.08 3 MB~T Bank, Certificate of Deposit No. 31003913796131 ~ 2,347.72 Accrued interest on Item 3 through date of death 5.23 4 M8tT Bank, Certificate of Deposit No. 31003918612499 5,302.66 Accrued interest on Item 4 through date of death 2.51 5 1994 Ford Tempo - - - • 138.00 6 Household Goods 770.00 7 Bankers Life and Casualty Company -refund ~ 99.85 8 Suburban Heating Oil -refund 428.62 TOTAL (Also enter on Line 5, Recapitulation) I 9,959.67 (if more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF (FILE NUMBER Kuykendall ,Eva A. _ 21-09- If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Mary K. Wagner B. C. 275 North Middleton Road Daughter Carlisle, PA 17013 _InINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINT4Y-HELD REAL ESTATE. . DATE OF DEATH ALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 11/28/1975 M8rT Bank, Checking Account No. 6,494.63 50.000% 3,247.32 53139453 TOTAL (Also enter on Line 6, Recapitulation) I 3,247.32 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1810 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Kuvkendall ,Eva A. 21-09- This schedule must be completed and filed rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER 0 IP I N R E TY THE DAOTE OF TROANS ER.SATTACH AHCOPY OF TIHOE DEED OREREADL ESTA E. DATE OF DEATH VALUE OF ASSET °6 OF DECD'S INTEREST ( EXCLUSION IF APPLICABLE) TAXABLE VALUE 1 Wells Fargo, IRA -Beneficiary -Mary K. Wagner, 14.831.14 100.000 14,831.14 daughter 2 Real Estate situate at 50 Gordon Drive -Carlisle, 42,575.40 100.000 42,575.40 Township of North Middleton, Cumberland County, PA -Decedent held a life estate from 101512005 until death, Grantor is Mary K. Wagner, daughter TOTAL (Also enter on Line 7, Recapitulation) I 57,406.54 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+(10.08) i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Kuykendall ,Eva A. 21-09- Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Year(s) Commission paid 4,675.24 Zio 2. Attorney's Fees SAI..ZMANN HUGHES PC 3,500.00 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 15.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 94.57 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,284.81 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Kuykendall', Eva A. 21-09- ITEM NUMBER _ DESCRIPTION AMOUNT Funeral Expenses 1 Mary Wagner -funeral services paid to Hoffman-Roth Funeral Home 8< Crematory, 4,675.24 Inc. H-A Subtotal 4,675.24 OtherAdministrative Costs 2 Linden Hall Antiques -appraisal of personal property 45.00 3 Mary Wagner -reimbursement for postage 6.07 4 Register of Wills -filing .fee to file Petition for Settlement of Small Estate 15.00 5 Register of Wills - JCP and Automation fee 28.50 H-67 Subtotal 94.57 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12A8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF (FILE NUMBER Kuykendall ,Eva A. 21-09- Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed mstlical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Mary Wagner -services paid on behalf of decent for phone, electric, refuse, cable 589.28 and insurance payments TOTAL (Also enter on Line 10, Recapitulation) I 589.28 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) DC1/_1 R1Z CYa 10_!1111. . •_ __~ S~~EDilLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BEN EFICiARI ES RESIDENT DECEDENT ESTATE OF FILE NUMSER • Kuykendall ,Eva A. 21-09- NAMEAND ADDRESS OF RELATIONSHIP TO ~ DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trusteelsl (Words) ($$$) ~ TAXABLE DISTRIBUTIONS [include outright spousal f . ers distributions, and trans under Sec. 9116(a)(1.2)1 1 Dale R. Kuykendall Son 115th residue 6520 Park Street Hollywood, FL 33024 2 Garry Kuykendall Son 115th residue 1039 Trindle Road Carlisle, PA 17013 3 James J Kuykendall Son 115th residue 75 Bonny Brook Road Carlisle, PA 17013 4 Larry E. Kuykendall Son 1/5th residue 1085 Grahams Woods Road Newville, PA 17241 5 Mary~K Wagner Daughter Sch. F 8 Sch. G 275 North Middleton Road 1/5th residue Carlisle; PA 1701-3 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropr iate, on Rev 1500 cove r sheet II NON-TAXABLE DISTRIBUTIONS: . I A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE . B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~ r~r nr_~/ .1cnn nnvCO CLlCCT 0.0~ TOTAL OF PART II -ENTER 1 U 1 AL Nvrv- I ~t~oLC ul~ 1 r~lov 1 IvIV.J ..1. ~~~.~ ~.. ~ ~ •~- - ~---- ~- - _.. _ .__ . 1 C'nnvrioht (cl 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6 98) the tOllOWing message 1S being sent lrUm ~tll uilllluiuwi~u a~~vuu~ . KS„ .., ~~ ~„ Subject: Eva V Kuykendall Est r ~ern~~-~~r~~~~ t?EF"ARTMfN7' of FtEV~N~lE The following message is being sent from an unmonitored account. Please do not reply. Re: Estate of EVA V KUYKENDALL Social Security No.: 165-26-6337 Date of Death: 11/14/2008 Dear Sir or Madam: This a-mail is to verify that you have been granted an extension of 6 months which will terminate on 02/14/2010. This is an extension of time to file, not an extension of time to pay. Interest will begin to accrue on any unpaid Pennsylvania inheritance tax as of 08/14/2009. As no county file number has been issued, this extension cannot be entered into the Department's computer. A copy of this a-mail should be attached to both copies of the Pennsylvania inheritance tax return when it is filed with the Register of Wills in Cumberland County. . If you have any questions concerning this a-mail, please contact me at 717-787-3930. Sincerely, Claudia Maffei, Supervisor Inheritance Tax Division Please do not reply to this email. This mailbox is not monitored and you will not receive a response. For assistance, visit us on the web at www.revenue.state.pa.us or call us at 717-787-8327 The information transmitted is intended only for the person or entity to whom it is addressed and may contain confidential and/or privileged material. Any use of this information other than by the intended recipient is prohibited. If you receive this message in enor, please send a reply a-mail to the sender and delete the material from any and all computers. 8/4/2009 V ii ~ ~ /'~ ^ 7'f if ii ?L i•i ~ u ~ K ~ K ~ ~ K iG ii if I{ M ~ - _ _ _ I ~~ ~~~ !~I stament Last W111 and Te ~ ~ ~ ~ '~ I r ~-•~-~`~f file City of ~~.~ ~ .Y.~ .~:!'~ ~5 ~?~-, ~ j ~ -~ ~ -• ~ ~ ~ ~ ~' ~ , St~~iE of ~-~ of ~ r Count ~' x -pc y being of sound mind, and not acting under d~uess, menace, fraud, or undue influence of s~- -{x any person do hereby make, publish and declare this instrument my last Will and ~ -Ex Testament and do hereby revoke any and all ;t',er Wills and Codicils heretofore made ~ -~ by me. ~.. -Cc -{x FIRST: I order and direct that my just debts and funeral expenses, expenses for ~ ~ '~ administration of my estate and any inheritance, State or Federal taxes upon said estate, ~ "~ except those, if any, which are secured by mortgage or deed of trust, shall be paid as ~ "~ soon after my death as may be practical. ~. -~c '~ SECOND: I am a _ ~ person. My spouse is ~ ~ ~ and ~ ' ~ ~ ~ ' " ~~ ~ -~ ~ - ~ ~ are all my children either n~ 1 or adopted . ~ -Ct ~. . ~ -Cc THIRD: I nominate my spouse as Guardian of my minor children. In the event that my ~ ~. ,~ ;°"• I ='-g="4r=te spouse shall predecease mP or fails to sPn~e a. s'2=-h r'-'-arm"-^-, ± _ ~"1 ~ ,~ and appoint ~~~ '~~ Guardian of the person and ro er ~- .~ of my minor ' dren. ' further direct that no bond shall be required. ~ z~ , ~" ~x .~ FOURTH: I hereby make tt~e f~llowin specific bequests : ~~''`~'``~ ~~~'`~ -•2:~.~/~~~ • ' ~ I may` / ~. ~I '' " - L" f ~' `^ ~ j~ Z q '_ _ .V~ y+~'.C. IV/ I, ~ [. ~ ri D ~ ~ ~ ~C ` , r ~f-my~ta~e, d FI]~,~hereby give, devise and bequeath al? of the rest and re5i~td~ ~ ~ ,-• , a ~ « /, p ope ~ ove~w~u~I have power to dispose to ~~~° ~"`' '~'`°~"' ~ ~~~"~~~' ~ ~ ~ ~ .ct~~ ~ ~'~ ~ ~j ~ L~ ~ ,~ / ~ . ( ~ SIXTH : I nominate and appoint ; ~ ~~ cutor named above ' all prede E th h . ~ ,~ .~ Y ~ xe e at as Executor of this will. In the even t ~' or ' s to serve as such Executor of this will, I -nominate and appoint ~ ~ ({,J J ,~ ..'1'771-d+'~,~-v ~ ~ "" -~'~ - ~~`~ a~Execufor. I furF.her direct that no appointee hereunder . ~ ~ ~ shall be required to give any bond for the faithful performance of their duties. ~ ® ,~,~~,~~~r~~s~s~s~s~s~~~s~~fis~~~~~~fi~~fi~~fis~~~~~~ a SEVENTH : I hereby authorize my Executor to exeresse all power, rights, discretion and duties deemed necessary for the proper administration and disposition of my estate. I subscribe my name to this Will this ~~ Day of ~ y ,19 -~-- at City State Signature On the day written below, declared~to us, the undersigned that this instrument, consisting of 2 pages, was Will and ~.~.~ requested us to act as witness to it. ~thereupoii si d this Will in our presence, all of us being present at the same time. We now in •-, ~ ° presence and in the presence of each other su~sccibe cur names as ~s-itnesses. . ,s. It is our belief that ~~-~ ~° ~%~'? ~ ,~ a ~ ~ ~ ~~ is of sound mind and under no constraint or undue influence whatsoever. We declare under penalty of perjury that the foregoing is true and correct and that this declaration was executed on j ~ ~ ~ . 1g 9 ~ t ') ~ ~ \ -SIC C~.t`1 K"~lS ~ ~~~ 'f~C ~ ~-t~~ 1~ 1 alt ~-e.:~ .~ c°~r l x 5~ r,, ~ ~ 17C1,~ Witness Address c Wi ess ~~~tirl,rlp Ptq r7~1.3 Address :c Address p ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ p LINDEN HALL ANTIQUES 211 N. OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: James D. Hughes, Attorney Salzmann Hughes 354 Alexander Springs Road Carlisle, PA 17015 From: William G. Rowe, Appriaser 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Eva A. Kuykendall 50 Gordon Drive Carlisle, PA 17013 Date: March 17, 2009 KITCHEN Freezer -not working ~ $000 Table /chairs ~ $25.00 .Microwave cart $10.00 Kitchenwares $10.00 LIVING ROOM _ Sofa /chair $55.00 Stand $5.00 Coffee table $10.00 Metal stand ~ $10.00 T.V. -not working $0•~ lamps $5.00 BEDROOM -STORAGE Tanning bed -not working $0•~ Dresser $10.00 Washer /dryer -hallway - no value $0.00 BEDROOM Cedar chest $50.00 Chest of drawers $10.00 Dresser $10.00 -Bed $20.00 GARAGE Riding mower -old -parts only $35.00 Snow blower $85.00 Heater $15.00 Garage tools $50.00 Riding mower - 38" $250.00 Ladders $15.00 Miscellaneous household $15.00 Kuykendall Appraisal 1 03!17/2009 STORAGE Fishing rods, etc. Tools Chain saw 1992 Ford Tempo GL - Fair condition $15.00 $15.00 $45.00 $1,495.00 Total $2,265.00 E J~ William G. Rowe ./`J Kuykendall Appraisal 2 03/17/2009 Kelley Blue Book .- THE TRUSTED RESQI bRi~r ~E' Send to Printer 1994 Ford Tempo GL Sedan 4D _-_ advertisement BLt1E 8001('' TRADE-1N YALUE Condition Value N+~ Pt~C3T4 A~A~LAa~~ Excellent $275 Good $200 +/' Fair $138 (Selected) Vehicle Highlights Mileage: 160,000 Engine: _ 4-Cyl. 2.3 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard AM/FM Stereo Air Conditioning Power Steering - Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for atrade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent $275 ewe-rT:F'~'~"~~. Wk..AI. f1..!Gt..il • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear ____ ' or visible defects. "" • Complete and verifiable service records. Close Window Less than 5% of all used vehicles fall into this category. Good $2oa ,..~.,.:R~... i, ta~.Ft_le,..t • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. http://www.kbb.com/KBB/UsedCars/pricingReport. aspx?Yearld=1994&Mileage=160000... 7/24/2009 ~~~ _ ___. ____.1 _ . - Most consumer owned vehicles fall into this category. Fair (Selected) ~~~~ $138 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor N/A ~W - • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 7/24/2009 http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=1994&Mileage=160000... 7/24/2009 .• ~ MBTBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 July 31, 2009 Salzmann Hughes, P.C. Attorneys at Law 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Re: Estate of Eva A. Kuykendall Social Security: 165-26-6337 Date o~'Death • November 14, 2008 Dear Sir or Madam: Per your inquiry dated July 27, 2009, please lie 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 53139453 Ownership (Names o~ ~ Eva A Kuykendall* . ~ Mary K Wagner* Opening Date 11/28/75 Balance on Date of Death $ 6,494.36 Accrued Interest $ 0.27 _... __ . Total $ 6, 494.63 2. Type of Account Certificate of Deposit Account Number 31003913796131 Ownership (1Vames o~ Eva A Kuykendall Opening Date 7/01/02 Balance on Date of Death $ 2,347.72 Accrued Interest $ 5.23 Total $ 2,352.95 Type ofAccount ; Certificate of Deposit , Account Number 31003918612499 Ownership (Names ofJ Eva A Kuvkendall Opening Date 6/07/07 Balance on Date of Death $ 5,302.66 Accrued Interest $ 2.51 Total $ 5,305.17 Please be advised, there was no safe deposit boa found for the above decedent. * If upon.reviewing the information above, you believe there are additional accounts not referenced, please provide us with an. account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Carlisle West Office # 717-240-6717. " Sincerely, _ . ---._... Trade Hare Adjustment Services JUl• 27. 20Q9 8:47AM WACHUVIA 5tG ~~~• ~» ~• ~ ..~ ~~ ~ Wells Fargo Advisors, LLC ;:Three Lemoyne Drive ;Lemoyne, PA 17043 YTe1717-?61-7344 Fax717-975-8426 800.468-8685 ~ July 27, 2009 Estate of Eva Kuykendall DOD; November 14, 2008 Dear Tammy, Listed below is the date of death value for the above mentioned estate: Eva A. Kuykendah sin$Ie name . $835.08 in money market fund 2 shares of SPA Corp value $66.3b ° Eva A. Kuykendall IRA. account which the beneficiary was Mary W der which we i transferred to an IRA for Mary: t ._ $4,112.84 :u1 mrnley market ~u1d 300 shares E.Spire Gommunicatiou~s worthless 250 sllares Pengrowth Energy Trust $2,380.00 231 shares United Utilities PLG ADR $ 125 shares Wells Fargo Co. ,,591.25 In the IR.P,, t}aere were worthless securities that were not transferred over °; 0.81831 shares United Utilities PLC ADR worthless 300 shazes United Utilites I'LC worthless 3 00 shares BUnited Utilities ADR worthless If you have any questiozl,s, please give me a call at 717-975-84I 1. _ Sin rely, da K. Neff enior Client As iat Page 1 of 1 TasDB Result Details Detailed Results for Parce129-OS-0425-087. in the 2004 Ta:c Assessment Database DistrictNo 29 Parcel ID 29-OS-0425-0&7. iV1apS uffis HouseNo ~0 Direction GORDON DRIVE Street MARY K WAGNER Owned , & EVA A KUYKENDALL C/O PropType RT PropDesc LivArea 672 CurLandVal 28000 -. C urlmpV al 5790 . CurTotVal 33790 - $33,790.00 26 (common level ratio for Cumberland County 1 . x ' CurPrelVal $42 ~ date of death value Acreage .50 . ' C1GrnStat _ , _ - TasEx 1 - SaleAmt 1 . Salevlo 10 SaleDa 06 . SaleCe 20 SaleYr OS . DeedBkPage 00271-01704 YearBlt 1969 HF File Date HF_Approval_Status + ~~~~ r ~~~ ~~ c ~. ~,~ 'r ~~ ~l€~LER ~Gr ~~,LDS -,~, ~~;~,-~,T h ~~ 1 16 MADE THE ~ ~~` day of ~~ in the year of our Lord two thousand five BETWEEN Eva A. Kuykendall, a single woman, of Cumberland County, Pennsylvania, Grantor, And Mary K. Wagner, of Cumberland County, Pennsylvania, with Eva A. Kuydendall retaining a life estate in the premises. Grantee, WITNESSETH, that in consideration of One ($1.00)----~------------ ----------------------------Dollar, in hand paid, the receipt whereof rs hereby acknowledged, the said grantor does _hP.rek~y grant and convey to the said grantee. ALL That certain tract of land situate in the Township of North Middleton, County of Cumberland and State of Pennsylvania, more particularly bounded and described as follows, BEGINNING at an iron pin on the Southerly side of a 20 food right-of-way leading to the road from Carlisle to Capriva, said point being the Northwest corner of lands of Douglas K. Olson and lands herein conveyed; thence by said lands of Douglas K. Olson in a Southerly direction, 175 feet, more or less, to an iron pin on line of lands now or formerly of Cloyd Snyder; thence by said lands of Cloyd Snyder in a Westerly direction, 170 feet, more or less, to an iron pin at the BOOK ~l~. p/iGE~ ~~';~ Southwest corner of lands herein conveyed and corner of lands now or formerly or Carrie Yost Gordon; thence by the same in a Northerly direction 118 feet, more or less, to an iron pin on the Southerly side of said 20 foot right-of-way; thence by the Southerly line of said 20 foot right-of-way in an Easterly direction, 156 feet, more or less, to an iron pin, the place of BEGINNING. TOGETHER with the use of said 20 foot right-of-way or ingress, egress, and regress between the property herein conveyed and said public road between Carlisle and Capriva. BEING the same premises which Oron M. Keck and Flo E. Keck, his wife, and Steven W. Keck and Virginia Keck, his. wife and Barry B. Chestnut, by Deed dated January 2, 1976, and recorded January 5, 1976, in the Office of the Recorder of Deeds in and-for Cumberland County at Carlisle, Pennsylvania, in -Deed- B®ok "K", Volume 26, Page 120, granted a-~d conveyed unto Eva A- Kuykendall, Grantor herein. ~ - _ f %~ ~, ~ ~ - . .,., v .~ d :. '~ _ G' .y ~ {i ,r e {' ,. LJ'' :f" 4G0~ ~ d~ t;~GE1~.~~Jr AND the said grantor hereby con eb acontve ed grees that she will warrant specially the property he y Y IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the day and year first above written. ~igtteb, ~ealeb anb ~elibereb in t1~e ~re~ence of ~~.~ ~~~ ~ ~.tc-l~n,,.... ~ SEAL Eva A. Kuydendall ~- SEAL SEAL SEAL State of Pennsylvania ss. County of .Cumberland Y ~~~~~ , 2005, before On this, the ~ da of 1 me, the undersigned officer, personally appeared Eva A. Kuykendal known to me (or satisfactorily proven) to be the perthat shy executed theusame fo~ fhehe within instrument, and acknowledged . purposes therein contained. IN WITNESS WHEREOF, 1 hereunto set my hand: ~d official seal. ' '~~~ !.° `~~f SEAL no~r~ ~- snw+~ r. noon, Mm~utY weuc f ' f CN4Kt[ BORO, dI~ME'lItNO CO.. M YY CpAIY!/iOn E%MEi ~ ~, ~pp~ ! do ,hereby ce,-lify that the precs 50 Gordon DrinvecCa~sle, PA 17013. address of the within named grantee i 1 - -~ ' !~ r~l ~ .r i.4 '. '.t - .. 4. ~. a ++ 'P" ,5 r ~. _~j -..o... i F 6QQK ~`~~. P~GE~.~C6 A~LZ~IAN N GHES,P.C. Attorneys at Law EXPERIENCE INTEGRITY INNOVATION 79 St. Paul Drive • Chambersburg, PA • 17201 • (717) 263-2121 • Fax: (717) 263-0663 354 Alexander Spring Road • Suite 1 • Carlisle, PA • 17015 • (717) 249-6333 • Fax: (717) 249-7334 239 E. Main St. • Waynesboro, PA • 17268 • (717) 762-3170 • Fax: (717) 762-0988 105 N. Front St. • Suite 401 • Harri~urg, PA • 17101 • (717) 234-6700 • Fax: (717) 249-7334 *Please reply to Carlisle O,gice PA Department of Revenue Bureau of Individual Taxes P.O. Box 280601 Harrisburg, PA 17128-0601 RE: Eva A. Kuykendall Estate Deaz Sir or Madam: January 19, 2010 ce L- L^'~ :~~~, ~ ..o ~ _ _,cv--r~ c ~ , c.~~ cv N y,E { ;. t . ji _c= - - .; We represent the above captioned Estate. On August 3, 2009 we requested from Ms. Maffei an extension of time to file the Inheritance Tax Return, which was granted on August 4, 2009. We also informed her that this estate would not be probated but rather we would be filing, with the local court, a Petition for Settlement of Small Estates under Section 3102 of the PEF Code. Ms. Maffei so indicated our intentions by requesting we attach a copy of the grant of extension of time to both copies of the Pennsylvania inheritance tax returns. At this time we aze filing the Pennsylvania inheritance tax return, along with payment of $2,781.26. As soon as we receive the acceptance letter from the Commonwealth we will proceed to file the Petition for Settlement of Small Estates. If you have any questions please do not hesitate to contact the undersigned. Thank you. '.C. JDH/tss Enclosure ATTORNEYS G. Bryan Salzmann, Esq. James D. Hughes, Esq. Adam R. Scheilhase, Esq. Charles E. Zaleski, Esq. Thomas J. Finucane, Esq. Eileen C. Finucane, Esq. Stephen E. Patterson, Esq. LeRoy S. Maxwell Jr.> Esq. Nanry H. Meyers, Esq. Ann F. DePaulis, Esq. Patricia R. Brown, Esq. William W. Thompson, Esq. Melissa K. Dively, Esq. Rebecca R. Hughes, Esq. Susann B. Morrison, Esq. Laura Rebecca Abler, Esq.* David H. Martineau, Esq. Kurt E. Williams, Esq. Samuel E. Wiser, Jr„ Esq. George F. Douglas, III, Esq. Donald E. LeFever, Esq. E. Lee Stinnett, Esq. Michael J. Imbornone> Esq. "Also Admitted to Georgia Bar .w,. WWW. SALZMANNHUGHES.COM -- Very truly yours,