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HomeMy WebLinkAbout05-21-10 DECEDENT'S ESTATE P+J ~~ ~ - ~~ ca COURT OF COMMON PLEAS OF ' -~7 CUMBERLAND COUNTY, PENNSYLVANIA =~__;-, , r~ ORPHANS' COURT DIVISION ~ : -" - . -~„ _v ~ - T~ ESTATE OF Clinton E. Kauffman ,DECEASED rv ' No. 21-08-0826 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. RULE 6.9 This form maybe used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders maybe attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Robert C. Saidis Esq. Supreme Court I.D. No.: 21458 Name of Law Firm: Saidis, Flower 8~ Lindsay Address: 26 West High Street Carlisle, PA Telephone: Fax: E-mail: Form OC-O~ Rev i0-13-2006 717-243-6222 717-243-4614 rsaidis@sfl-law.com Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 10 Estate of Clinton E. Kauffman 1 Name(s) and address(es) of Petitioner(s): Name: Steve A. Kauffman Deceased Address: A !`..hhl..e.~...... n..:.... Carlisle, PA 17015 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and Account and state reason: None Is this the first accounting by this fiduciary? ........................................................................ ®Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2 Decedent died on 07/30/2008 ® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on 08/08/2008 Date of Will (if applicable): 12/19/2003 Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): 08/08/2008 Was a bond required? ^Yes ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ............................ Dates of advertising of the grant of Letters: ® Yes ^ No 08/16/2008 08/23/2008 08/30/2008 08/22/2008 08/29/2008 09/05/2008 dorm OC-O7 Rev. f0-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc, Page 2 Of 'I O Estate of Clinton E. Kauffman 3 Was decedent survived by a spouse?.. If yes, name of the surviving spouse Deceased ® Yes ~ No Kimberly Kauffman 4 Has the surviving spouse filed to take an elective share? ......................... (See Section 2201 et sic. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 01/29/2009 ® Yes ~ No 5 In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 6. Did the decedent marry after execution of WII or Codicil(s)? ......................................... Were any children born to decedent after execution of Will or Codicil(s)? .............................................................. If yes, give names and dates of birth: Name: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. §1412, was a request for a statement of claim sent to the Department of Public Welfare? ......................................... ® Yes ~ No Yes ® No Date of Birth: ® Yes ~ No Form OC-O1 Rev. 70-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 3 Of 1 O Estate of Clinton E. Kauffman Deceased 8 Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9 List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Form OC-O~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. F2 e 4 of 10 9 Estate of Clinton E. Kauffman Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see PA. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. P2g@ 5 Of 'I O Beneficiaries or Heirs (continuation of Question #9A) Estate of Clinton E. Kauffman Name and Address of Each Party in Interest Relationship and Comments, if any Grace United Methodist Church 45 South West Street Carlisle, PA 17013 Drew B. Kauffman 308 Juniper Street Carlisle, PA 17013 Kimberly O. Kauffman 48 Limekiln Drive Carlisle, PA 17015 Anthony W. Kauffman 35 Noble Drive Shippensburg, PA 17257 Charity Since Grace United Methodist Church was excluded from receiving any of the life insurance proceeds, the assets less the life insurance proceeds less the debts less the expenses incurred by the estate exceeded the assets in the estate. Son Spouse Son Deceased Interest Twenty-five percent (25%) of the residue. Fifty percent (50%) of the residue. Twenty-five percent (25%) of the residue. Form OC-01 Rev. 10-13-06 Estate of Clinton E. Kauffman Deceased 10 Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Admitted" Will Claim Be Paid in Full? Above Attachment Total If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11 Was family exemption claimed? ..................................................................................... . Was family exemption allowed? Family exemption claimant's name and relationship: ® Yes ~ No ® Yes ~ No Name: Kimberly Kauffman Relationship: Spouse Form ~~-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 6 Of ~ O Estate of Clinton E. Kauffman Deceased 12 The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Insolvent Estate Payment ~.~~ 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ....................... If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ..................... 1,5. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Interest Yes ® No Yes ® No Form ~C-01 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 7 Of 1 O Estate of Clinton E. Kauffman ,Deceased 16 Had the decedent been adjudicated an incapacitated person? If yes, attach a copy of the Order if available; otherwise state Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. Date Description B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. 18. If a reserve is requested, state amount and purpose. Amount: 6,300.00 Yes ® No Amoun: Yes ® No Purpose: Final legal fees Fees for the Account and Adjudication Amounts due and owing for the federal and state income tax returns If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ................................................................... If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? ................................................. As to real estate only? .......................................................................... Yes ® No ® Yes ~ No ........ ^ Yes ® No F°rn OGO1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page H of 'I O Estate of Clinton E. Kauffman Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income Proposed Distributee(s) Amounf Proportion Grace United Methodist Church 0% Drew B. Kauffman 25% Kimberly O. Kauffman 50% Anthony W. Kauffman 25% B. Principal Proposed Distnbutee(s) Amount Proportion Grace United Methodist Church 0% Drew B. Kauffman 25% Kimberly O. Kauffman 50% Anthony W. Kauffman 25% Submitted By: (All petitioners must sign Add addition 1 lines if necessary): / . ~ +/~ ~O /. ~, ,_! Name of Petitioner: Steve A. K,~uffman Name of Petitioner: Name of Petitioner: Form Ci'C-0~ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. P2ge J Of 1 O PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 05/15/2010 Acquisition or as noted Value TO: Anthony W. Kauffman Cash - 61,999.04 Principal $61,947.00 Interest $ 52.04 61,999.04 TO: Drew B. Kauffman Cash - 108,990.66 Principal $108,938.62 Interest $ 52.04 108,990.66 TO: Grace United Methodist Church Cash -Since Grace United Methodist Church was excluded from 0.00 receiving any of the life insurance proceeds, the assets less the life insurance proceeds, less the debts, less the expenses incurred by the estate exceeds the amount of assets in the estate. 0.00 TO: Kimberly O. Kauffman Cash - 50,060.45 Principal $49,956.37 Interest $ 104.08 Residence-48 Limekiln Road, Carlisle, PA -All that certain parcel of 213,000.00 land with improvements thereon erected known and numbered as 48 Limekiln Road more particularly bounded and described in Deed Book 273 at page 3522 with a tax parcel identification number 46-20 -1780-009. 263,060.45 Total 434,050.15 Estate of Clinton E. Kauffman Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that ne/sne is titre of the above-named name ofcorporarion and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. §4904 (relating to unsworn falsification to authorities). . i~~-~- ~~~ ~ - ~ J --....___.__-_ _,- -. c Signature of Petitioner Steve auffman Signature of Petitioner Signature of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ... _~ A Signature of ounsel for Petitioner Robert C. Saidis Esq. Form OGO1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 O Of 1 O PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the C~ ur_berland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said. County, and that the printed notice or publication attached hereto is Exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: August 22, August 29, and September 5, 2008 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. -,~ ~ ~r l Marie Coyne, Editor SWORN'TO AND SUBSCRIBED before me this 5 day of September, 2008 ,_ _ . Kauffman, Clinton E., deed. Notary Late of West Pennsboro Town- ship. Executor: Steve A. Kauffman c/o e,,,~,_,._ ,,,,,~,,., „~, ,,_ ~, ,,, ,,,,,.,,,_,~y,_„ , r. _~ . _ ~~r,.., Thomas E. Flower Esquire, Said- is, Flowrer & Lindsay, 2109 Market ~ :~ s:: r-.° ~ ;".:.~.,~t" g Street, Camp Hill, PA 17011, (717) ' '+~ = 737-3405. i c~ ~ ~~.~ e•..«~ _ _ ,~~~ d tvt C ~mr ss ~ :~ r .:.,t, "C E:. Attorneys: Thomas E. Flower, 4 Esquire, Saidis, Flower 8v Lindsay, '"'"~'"""~'~""""`~ '~~ " ~ '~p'~~'~`~~ ~Y'~r`" 2109 Market Street, Camp Hill, PA 17011. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Erica Peterson, Classified Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): August 16, 23, 30, 2008 COPY OF NOTICE OF PUBLICATION ESTATE NOTICE Letters Testamentary on the Estate of CLINTON E. KAUFFMAN, late of West Pennsboro Township, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Steve A. Kauffman, Executor c/o Thomas E. Flower, Esquire SAIDIS, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Thomas E. Flower, Esquire SAIDIS, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. a t 1 Sworn to and subscribed before me this ,, I ~ ~' ,,, Notarv Pi.tblic My commission expires: ---°- NOTARIAL SEAL BONITA A CANUP Nofary Public CART ISLE BOROUGH, CUMBERLAND COLtNTY My Commission Expires Jun 8, 204 In the (~ffi~~: ~~f the ~~esrtst.er nI'~~'ills fur Cunil~erland C uunr~. I'e~uts~.~f<<iui~, ~„:(~i'I~"ItiCi ~''~)C ~I_"~ ~~I;I C'TIC>'~' I'ETRSI:4?~"I' TC) ~(! P.i. ('. `~. ~ ~~1~~ ct ~ec~. 1. ~L1,=!~~."~_'~` .ILaL1'~I11;11": >Ltr~ l\'In~_' S~~OUS~' O ~_yi1111C)h r,. 1~: ~ _I';~1:~- 1:, .:,'ate`' h~'_'~~ ~i~~' l0 lal: I1`!\ Sla~LltOi"~' St~OUSdi S11aT"~ C>. ~ ~: ;u:L 1 LI. ~ ~~1~ ~ „S~ ... '~'~:'_"SUu-ilr l0 ~~l TEL:. C. ~ ~ ~'~'(11 ~'i. ECG. \. ~ % ~ f j ~ ,~~ ~ I~i7nb~~ly P,au~i~i^~an " Bloomfield, Cumberland County, Pennsylvania, i 7068 being o sound an:. disposing mind. memory and understanding, do make, publish anti declare this as and for my Last Will and Testament, hereby revoking and malting void arn% and all former Wills, Codicils, or writings in the nature thereon by .~~ at an~~ time heretofore made. FIRST: I hereby order and direct m}~ Fxecuto~~. hereinafter named. STE~IE ~. Kp,UFFO~/~,f~ to pav all my just debts. f:~nera~ any! administrative expenses out of my estate, as soon as practica~ie after m~~ death. SECOND: I hereby direct that all taxes whirr; ma} oe ?ssessec' in consequence of my death of whatever nature and by whate~~E-- jurisdiction imposed shall be paid out of my estate as a par of the administration of my estate. ~~ 5~„IDIS THIRD: !hereby give, devise and bequeath ter; !10i percent ~F, FLO~rEF~ ~~ LINDSAY' ~an>:S~s•nr•rlqu (%) of my residuary estate, excluding life insurance, to Grace United Methodist l'. }Iigh Street arlisie. P2, Church of Carlisle, Penns Ivania. Y ~i F©URTH: All the rest, residue and remainder of my estate hereb`~ g°ve, devise and bequeath, be it real, personal or mixed. o whatsoever ~ kin and wheresoever situate, to STEVE A. KAUFFMAh, of Carlisle.. ~~~ Pennsylvania, IN TRUST NEVERTHELESS for the benefit cf m} children,. ANTHONY W. KAUFFMAN and DREW B. KAUFFMAN in equa snares A. The trustee shall invest the Trust corpus in good and safe securities legal for trust funds in the Commonwealth o Pennsylvania. in the event one of the beneficiaries has not attained eighteen 18) years of age and graduated from high school at the time o~ '~ my death, I hereby instruct the trustee to pay to the ch~id's guardiar. $750.00 per month from the child's share of the trust ?ter his health, education and welfare. g, I hereby instruct the trustee to ;.gay to eacr~ beneficiary up to X10,000.00 per year for his post-secorw:.3ry education. including tuition, room and board and books for a period iot to exceed six (6) years provided the beneficiary has exhausted a l other funds available to him including the United States Savings Bonds heid by the beneficiary's mother on his behalf and any grants for which the beneficary is eligible. In addition, so long as he is enrolled as a fuli time student in an institution of higher education, each child s~~al1 draw from SAIDi ~ I' SNUFF, FLC~~IFF. & LIND4A~' his share of the trust up to X750.00 per month, indexed annually for ATfORNF.YS•A'. •La\V; `" u. "`~°i'`iLe for his support. tc provide for his additional needs inflation %arlisle,' P, , C. Upon attaining the age of twenty-f ve ;25 years each beneficiary steal! received one-half (1/2} of the Mien remaining balance of his share, including any accumulated interest a•~c principle. I Upon attaining thirfy years (301 of age each beneficiarj% steal! re_;eive from i the trustee the balance of nis share including accumulated in~eres ana i' prin~i;>le_ FIFTH: In the event that at the time of my death a~~,.- child of mine i~;as not attained eighteen ~ 18 years of age, I hereb~~, ~-~ornir~ate. constitute and appoint STE'~E ~. KAUFFN~N, of Carlisle. C~r,~erland ' Count~~, Pennsylvania as Guardian of the person. In the even: that STEVE A. K~4UFF11~i~N is unwilling or unable to se;-ve I hereby nominate, constitute and appoint GI~EOI~ AND EVE~;'E~ !~.~UFFMr,h of Car;isie, CumberiandnCounty, Pennsyi~~~ania as alternate ~~ardians. in the e~~lent that G13EOiR kNQ E\~EL"[~ E'~~UFFIVi~;~ are u:rv,~illinc or arable to serve I hereby nominate, constitute and appoint SUE ELLE( E~~VES o~ Fayetteville, Pennsylvania as the Guardian of m~~, chip. ~r,STLY: . hereby nominate. constitute and appoint E~'E\%E ~,. iK~,UFFiVi~:N of Carlisle, Cumberland County, Pennsylvania .. be the Executor of this my mast Wil! and Testament. '~ In the event that STEVE ~. ~~4UFFfVE.~if~t shall be u~~able or I DIS j' un~~,~iliin~ to serve as Trustee for any reason, i hereby appo nt. SUE Z04~jER ~, DSA1' ~~ ELLEC~ D~,VIS of Fayetteville, Penns_vivania as an Alternate Tru.;tee. N~o ~•AT•LAI~~ ~. h Street ~, ran Executor or Executrix shall be required to file band in this or a~~~ other jurisdiction ._. _ L.__.. , . . _ ~ . - . ,t.,,~T.,.~.. IN W[TNESS WHERE©F, I have hereunto set m~~ honC a~~ ~ea~ i j tats r / E .,.- ~. f f ,. ~'i - da~~ of - - --_.- =` - ~~ ~` ~---- -, 2000 . -- ~I -- CLI(~TON E. K~,UFFf/,AN •~ SIGN`D. Sc~'"D. PUBLISHED and ~`CLARED ire the preser~~ of: ;;: --~t, j , * ~ -~; 1- ` ~ ~, F r` / f D15 "LD VkTEI~ S ~~. ti•AT•LAN' gh Sveet le, PA =~ ;OMI/I~~t~~!~'.'=ALTH Ui= P`fJNSY~\;`.%;t~i~, C;OUIv' ; ~; ~j,: uUf~lEi=R~ ANA ss I. C~If~~©t~ E. K~UF~~A[~; Testator, whose name :: sianec~ to tie attached or foregoing instrument, having been duly qualified c,ord!ng to law, do hereby acknowledge that I signed and executed the instramn'_ as m~~~ ast V~ili; teat '! signed it willingly; and tha' I signed it as my free a' ~~ „oluntar act for the purposes therein: expressed. Sworn or affirmed to and acE:nowledge~ before me, b~~ ~LI~TU~ ~ _ ~ .___ ~. KAU~~11~~N, the estator, this '- day` of _-'~~ '~ ~J~~~ , ..a ti , `. ,~ ~' ~~ ~iintori~ `. !~aufTmai ,-- aStatOi~ D~~ ~~,ou~~ ~s.a~~ ~•~,T~•;.ntt ;h Street c. PA ~ N;1"~H~tlk~ ~~AL R {'~APfDI ~. ~~wr.~r N~~4P,`! PUBJC ~ ~ CF,R~!S~= 6~RG, ~J`J.?~R.At4~ ::~Jt?Y hf+' ~JfJty?1S51Qtt ~XPin.S Rc9= JAn`` 2G, 2DD5 _~ _ , ~%`/ ~- /' ~f ~ ~ ~ r i' ~.. ~-~. -,~% .. Notary P,~~1ic COMMONWEALTH OF PENNSYLVANIA ss COUN T Y O!= CUMB~R~~ND ,,- ._ 1 ~ _ anc ~ r ~ ~' ~' ~ ' !_1- _ ._ 4 \~"- _ _ ~ ~u ~ fore ~ n ames are- siar~ed to the atta..n- ~~= th<- wltnes~es whose n ' instrumen~ being duly qualified according to law, do depose anc. a~ tt1a~- wE' were prese~~t and saw Testator sign and execute the instrumen~ a~ h _ ~~as `~~'Jit' tha' he sig~~~ed willing)}~ and that he executed it as his free anc voiu nary d~~~ Tor the purpo~~~s therein expressed; that each of us in the hearing any ~i.h~ o~ the Testator si ned the VViI` as witnesses. and that tc the best o. au. ~~_`~ ~~'ieage the Testator w~,s at that time ~ 8 or more years of aae. of sound rnlnd a ~ unce~ n~~ constra,nt ~~~ ~~.~ndue influence. Sworn ~r affirmed to a~ subscribed to ~~f~,-4 "",~ b~_ . ~~~,~ - ~ ~c~' _--- - I ~~~- ~_ >g 'sAIDIS 'F. FLJ`a'%F. ;,I~DSgI' ARF.TS•AT•Lg1A~ ~. High Sir°et arlisle, N:~ _~.- ~'~ ~~/ ,~ - ~ ..~- Notary Publi~ f~ t~._ _ COMMONWEALTH DF PENNSYLVANIA ~~~ DEPARTMENT DF P.EVENUE t~ '. ~ `"• ND'IC~ 0~ NH~RITANCF TAX ~~; <`~ ~ ~~ .F BURt~AL DF =NDI~IDUA'_ ~AXE~" AP°RAISEMENT, A'~LDWANCE OR DISALLOWANSE - " INHeRI i'A N':[ =. l.X ~) :.S:ON Or DEDUCTIONS AND ASS1SSMeN? OF TAX N~ uo>: ~HO~sa~ H~v-i ~~, nor ;~~~-n~; HnRkisu~RC, ~n nl~r, u~;n1 DATE 09 - 21 - 20'.19 ESTATE DF KAUFFMAN CLINTON E DATE OF DEATH 07-30-2008 FILE NUMBER 21 08-08%6 COUNTY CUMBERLAND TH~M,~S E FLOWER ACN 101 APPEAL DATE: 1-20-20D9 SA~D]S ETAL (Sec reverse side urzdci• t~hj~ction~,) 21 J9 MaRKET CT --~ CAMP ~{LL PA 17011 Amount Remitted C_- -_ MAKE CHECK PAYABLE AND R:~MIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT NDUSE CARLISLE, PA 17013 CUT ALON_(: THIS LINE-____ '-'~ __RETAIN LOWER PDR_TIDN_ FDR YDUR RECORDS (--- _ _______________ REV-1547 EX AFP (01-09) NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANC== OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX 101 DATE 09-21-2009 ESTATE Df YAUFFMAN CLINTON E FILE ND. 21 08-D826 ACN TAX RDTURN WAc; ( ~'I ACCEPTED AS FILED C J CHANGED RESERVAT~DN CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISE:) VALUE OF RETURN BASED ON: ORIGINAL RETURN (1) 180 , 041 .40 NoTc: Tc insure proper Real =state .Schedule A~ 00 c^edit to your account, 1 CZ) suamit the upRer portion 2. Stocks and Bonds CScnedule B) OG of tr,~s fcrrr w_tn your 3. C:ose~) Held S~ocK!Dartnership Interest (Schedule CJ C3) DO `ax paymert 4. Mc^tpages/Notes Receivable CScheaule D; C4~ 10.698.48 5. Cash/bank Depos_ts~Misc. Personal Property (Schedule E) C5) 3,72 6.52 C6: 6. Jcin`_1` Dwned Property (Schedule F1 DC~ C7) 7. Trans'Er_ :Schedule ~ 194 466 40 g. To'~_ Assets APPROVED DEDUCTIDNS AND EXEMPTIONS: 29,426.D7 c F~nera_ Expenses!Aan. Costs/Misc. .xpenses :Schedule H) :9) ~,pl 149.740.. p. Deo+s'Mcrtgage _iab~iities/Liens (Schedule _, - 77fi X66 ?~+ _, . To _sl Deducticrs L 34 , 1 99.84 - !z. Ne: Value of Tax Return 00 ;3. Cr,a-itabie/governmental beques~s; Non-elected 9i13 Trusts (Schedule J) `-' 3c;199.84- ~_4 Ic., Ne. Value of Es`ate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 11, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: ,pD x 00 - .OG ~,c: ~_ Spousal rate .15) 15. A'~ou^t cf Line . pD X 045 = . 00 1G. Anoint of '_ine 1~ 'axaale at Lineal/Class A rate `l~~ DO l.! _ 00 C17) }~ 17. Anour` of '~ine_4 a~ Sibling rate _ .00 .00 a 15 _ 18. Anoun; of Line i4 '_axable at Collateral/Class B rate C18) 9 - .DO '9. F-incioa"i Tax Due TAX CRELITS =_ rpm DiscouNT (*> AMOUNT PAIn ~'AYM~r;T R~ 'i _ DAT= NIJM~3IR ' INTEREST/pEN PAID (-) -- _ ~i --- --- - --- ------- -- ; TOTAL TAX CRE-I' _ _ ___ C 0_ BALANCE DF TAX DUE__ ___~OC- INTEREST AND PEN. -_.00 TOTAL DUE LL __ _ _ OD J ( IF TOTAL DUE IS ASS THAN 8i, NC -H`M~NT Rt4 =~~ IF pAi~ A=TAR DAT1 IND Cr;T.D, SEE R~VcRS~ Ia TOTA~_ DUE IS RC=LECTEZ AS A "C~;t'- --- ~.Y MGM`' BF DUE PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value 0 511 512 0 1 0 or as noted TO: Anthony W. Kauffman Cash - Principal $61,947.00 Interest $ 52.04 Fiduciary Acquisition Value 61.999.04 61,999.04 TO: Drew B. Kauffman Cash - Principal $108,938.62 Interest $ 52.04 __ __ TO: Grace United Methodist Church Cash -Since Grace United Methodist Church was excluded from receiving any of the life insurance proceeds, the assets less the life insurance proceeds, less the debts, less the expenses incurred by the estate exceeds the amount of assets in the estate. 108,990.66 108,990.66 o.oo 0.00 TO: Kimberl~0 Kauffman Cash - Principal $49,956.37 Interest $ 104.08 Residence-48 Limekiln Road, Carlisle, PA -All that certain parcel of land with improvements thereon erected known and numbered as 48 Limekiln Road more particularly bounded and described in Deed Book 273 at page 3522 with a tax parcel identification number 46-20 -1780-009. 50,060.45 213,000.00 263.060.45 Total 434,050.15 -17- Summary of Distributions and Proposed Distributions Totals Percentage Anthony W. Kauffman: Amt of Distributions Proposed Distribution 75,000.00 61.999.04 136,999.04 ~'5% Drew B. Kauffman: Amt of Distributions Proposed Distribution Kimberly O. Kauffman: Amt of Distributions Proposed Distribution 28,008.38 108,990.66 136,999.04 :?5% 10,937.63 263,060.45 273,998.08 i0% Total 547,996.16 ~ 00% LAW OFFICES 101-iN i~ SLID POI3EPT C SF IDI`- AMF,S L~. FLC WEI:, 1P C APC~L I. LIN ~Sh `" 101-[>V L' LAM '1 L>AMEL L. S~. LLI'~.~ <~.!~ DEA[~~ E. P.E1"~OE~; THOll9ASI.F ,OWc;i: Iv1F~IZYLOL M \TAS ~ASI)N I;. KIEL ~O SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 26 WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-6222 -FACSIMILE: (717) 243-6486 EMAIL: attorney ~~ sfl-la~~.com www.sf]-law.com May 21, 2010 M:~. Anthony W. Kauffman 3~ Noble Drive Sl ippcnsburg, PA 1 ~'2~7 Re: The Estate of Clinton E. Kauffinan; File No. 21-08-0826 D~,;ar Mr. Kauffman: CAMP Hll.i. OFPICE: 270~~ N:F,IZKE'`' S~i'REE"I CAMn 1 fIL:_ Pf~. "17017 freLl;~~rl~1~I:. ~~-~~~-slog ':ACSItvIILE '?!")"--;340 REPI,~' TO CARLISLE This letter «~a inform you, as required bylaw, that the First and Final Account of Steve A Kauffman, Executor of the Estate of Clinton E. Kauffman (the "Account"1 was f led for Audit w th the Orphans' Court Division of Cumberland County Court of Common Pleas, ,~umberland C~nmt}, Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be presented for audit, confirmation, and distribution on .Tune 22, 20l 0 at 9:30 a.m. .4 ropy of the A.•count is enclosed for your review. L~ you have no objections to the Account, or the matters set forth within. the Account, no ac~ion a reduired. I-iowever, if there are objections to the transactions shown in tine Account, or orlitted from the Account, you must file with the Cleric of the Orphans' Court Division, prior to 9:30 a.m. on June ?~, 2010, and in writing, objections thereto inconformity with th:~ Cumberland C~~unt~~ Orphans' Court Division Rules. h1 the absence of timely written objections, the Court w ll assume that you. as beneficiary, have no objections to the Account and the rilh~~ to object w Il be waived. Ho~'ever, if there should be questions or objections, we would appreciate you ccntaeting us so that we can attempt to resolve any problems without fornlal presen~ation to the C~ntrt. Very truly yours, SAIDIS, F OWER ~ LIND<<AY ~~ Robert aidis J~ E 1cl;sure LAN' OFFICES IOHN ~~ SLIKE [:OBEF.";' '~.. SA :715 CAI:O:_J LINT ~Al' IOHN [; isAMT DA[JIEL L. SUI ~[1-'~;f~ DEAN k.. P.E1'1vJSf~. THOrv~s I~ }~> ~wEl; MATZYL~U MF ~I~AS IAS:-)~'~ KiL~ SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 26 WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-6222 -FACSIMILE: (717) 243-6486 EMAIL: atrorney«sf]-Iaw.com www.sf]-law.com May 21, 2010 Mr. Drev~ B. Kauffman 30'~ .Iuniper Street Ca~lisle. PA 1701 Ke: The Estate of Clinton E. Kauffman; File No. 21-08-0826 dear .'ti1r. Kauffman: CAM]'_IIILi OFFICE: '_'109 Ni~U:KE" S'CKEET CtAMI' HILL, Pf, 17071 TELIPHOh ~777`~~ 3~-340 F.ACSIMII _ ~"'li1 ~°-3107 IzrrL~~ ~I~(~ c.~IZI_~sLF This letter will inform you, as required by law, that the First and Fina] Accol~nt of Steve A. Kauffinan, Executor of the Estate of Clinton E. Kauffman (the "Account") was f]ed for Audit wi~:ri the Orphans' Court Division of Cumberland County Court of Common Pleas. Cumberland Coun-v. Pennsylvania. The Account, which includes a Schedule of Proposed 1)istri~~ution, will be presented for audit, confirmation, and distribution on .Tune 22, 2010 at 9:30 a.m. ~ :,op}~ of the Account is enclosed nor your review. if you have IIO objections to the Account, or the matters set forth within the .~~ccount. no ac ion is required. However, if there are objections to the. transactions shown in the Account, or omitted from the Account, you must file with the Cleric of the Orphans' COUTt Divis ion, prior to 9:_;0 a.m. on June ~?> 2010, and in writing, objections thereto in confornlity with thy: Cumberlallc C(~unt~~ Orphans' Court Division Rules. In the absence of timely written objections_ the Court will assume that vou. as beneficiary, have no objections to the Account and the nigh' to object w':ll be waived. However, if there should be questions or objections, we would appr~clate vou contacting us so that we can attempt to resolve any problems without formal presen;atiol~ to the C(~ur. eery truly yours, SAIDIS, FIGOV~'~R & LIND~• AY ;' i /`~ ~, Robe~f~~. midis ;I E lclosure I.AW OFFICES lOF(N E SL'.KI EC)BGE"" C. SA DIS A~~1E~D_F O'~VEF_I!° CAGO'._ I LIN('SAl IOHN F. LAM? I DANIEL i.. SU.L[\-~',fv DEAN L. RL:Y[~ OS~? I'1 IJh~i 1,S E FI )1h i:I MAPYL'JU Mi_TA IPSO~~ ~- KEI_` O SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 26 WEST HIGH STI:EET CAP.LISLE, PENNSl'L,~'ANIA 17013 TELEPHONE: (717) 243-6222 -FACSIMILE: (717) 243-6486 EMAIL: attorneyC~?sfl-law.com www.sfl-law.com May 2I, 2ol0 Mrs, Kimberly O. Kauffman 4~ Limekiln Drive C~'~lise PA 17~)l~ Re; The Estate of Clinton E. Kauffman; File No. 21-08-0826 DEar Mrs. Kauffman: CAMP IfILL OFFICE: 27.09 NiA',ZI;F- ~7 REET CAMP t-]I-.L, PA 1701~i TFLEPFIOt~- i'1~ 1 0. -900 I~ACSIM[i,E: "?771'73-~40'' REI'Ll" "1"C~ CARL.ISLI[ "Phis letter will inform you, as required by law, that the First and Final Acco~.tnt of Steve A. Kaufman, Ehecutor of the Estate of Clinton E. Kauffman (the "Account") was f~,led fo.gudit With t'ne Orphans Court Division of Cumberland County Court of Common Pleas, ~,-'umberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distribution. will be pr~sent:;d for audit, confirmation, and distribution on June 22, 2010 at 9:30 a.m. A ~~opy of the Ac-count is enclosed for your review. If you have no objections to the Account, or the matters set forth within the account, no ac;ioi7 is required. However, if there are objections to the transactions shown m the !account, or orlitted from the Account, you must file with the C]erk of the Orphans' Court Division, prior to 9:30 a.m. on June 22.2010, and in writing, objections thereto in conformity with tlr Cumberland Ct.ntnt~ Orphans' Court Division Rules. Iz1 the absence of timely written objections, the Court w ll assume that you, as beneficiary, have no objections to the Account and the righ ~ to object w ll be waived. However, if there should be questions or objections, we would appreciate you ccntact~.ng us so that we can attempt to resolve any problems without formal presen~.ation to the C~iurt Very truly yours, :5A ~ ~S~~F'LO~'ER ~ LINllwAI' ,/ L" Robert C. Saidis J: E~~clos~are c:~: Christopher E Rice, Esquire LAVV OFFICES iot Ir I~ sLII. I:013EI:T C. S ~1DL'~ JAMES D. PL' ~I~rEi~ IR CAROL 1. LIB DSh` IOFIN I~. LA[~:P] 1)cf\N Ii Prl NO:'' THOMAS E.lt.O;A't JASON E. KESO SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 26 1NEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-6222 -FACSIMILE: (717) 243-6486 EMAIL: attorney«>sfl-law.com www.sfl-law.com May , 2010 Bruce ~,. Fenster'husii, Sr. Pastor Grace United Methodist Church 4 ~ South W est Street Carlisle. PA 101 EZe: The Lstate of Clinton E. Kauffman; File No. 21-08-0826 l;ear Fastor rensterbush: CAMP L1ILL OFFICE: zla~, ni,rti~~rSrrEt~r ;:AMP i-L1L.L. P~'~.17011 TELEPHON'_~ ~;°%'1T~~-3405 I~ACSIM[LI~ ;",~?)7C7-340" REPC]'_~'O__ARLISLE This letter will inform you, as required by law, the First and Final Account ~,~~ Steve A. haufi-elan. Executor of the Estate of Clinton E. Kauffman (the "Account") v~~as f lei for Audit ~ ith the Orphans' Court Division of Cumberland County Court of Common Pleas, Cumberland Count~~°, Pennsylvania, The Account, which includes a Schedule of Proposed Distri~ution, will be p-~esented for audit, confirmation, and distribution on June 22, 2010 at 9:30 a.m. A copy of the p,ccouirt is enclosed for your review. If you have no objections to the Account, or the matters set forth within the Accotmt, no a:;tion is required. However, if there are objections to the transactions shown in the ~ Account, or o~nitted from the Account, you must file with the Clerlc of the Orphans' Court Division. prior to 9 30 a.m. on ,Tune ~'', 2010, and in writing, objections thereto in conformity with the Cumberlanc County Orphans' Court Division Rules. In the absence of timely written objection:, the Court ill assume than vou, as beneficiary, have no objections to the Account and the r~gIt to object ~ ill bc~ waived. Hov,~ever, if there should be questions or objections, we would appreciate you contacting us so than we can attempt to resolve any problems without formal presentation to the C our:. Very truly yours, ~.. SAID , F OWER & LINDSAY j ~~ IZ~obert C. Saidis ~~.. :( I ncl~~~ure )OFIN L. SLUG I:OBEI" C. SF,fD15 JAMES b. FLO~NEi~: 'R CAP i ) }.t N. ?SA`. IOHN L. L/~M 'I DEAN E P3YIi05<" T?-JO1vlAS L F: ~>V~'EI. ~V1AP.~LOL M ~.TA; JASON E KEL~~U LAW OFFICES SAIDIS, FLO~~VER & LINDSAY A PROFESSIONAL CORPORATION 26 WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-622. -FACSIMILE: (717) 243-6486 EMAIL: attarney«'sfI-law.com www.s£I-law.com May 21, ? 010 Ci writable Trusts anti Organizations Pe:lnsvivania Office of Attorney General 14th door Strawberr~~ Square H~_rrisburg, PA l 71:'_0 Re: `['he L~ state of Clinton E. Kauffman DE ar Sig or Madam: CAMP HILL (~1~PICE: ?109 MA1'.Ku~ S'i~REET CAMP Fi~L PA. 17011 T_Le:PHONE ("'"; ~)"3~-340: FACSIMILE ( ~";73''-340 RF,PL.Y TCi CARLISLE: The First and cinal Account for the Estate of Clinton E. Kauffman (the `'Ac~.ount'" ~ was fil:.d with the Orpizans' Court Division of the Cumberland County Count of Conun~~~n Pleas, CLmberland Count. Pennsylvania. The Account, which includes a Schedule of Prr~posed Distribution, will be presented for audit, confirmation, and distribution on June 2'', ~O] 0, at 9:30 a.rn. A copy of the First and Final Account and Proposed Schedule of Distribution ~:s enclosed fo~~ voar review. As required by law, we are hereby giving notice to your office as parens~~u;~-iae on be~~alf (~f Grace united Methodist Church in Carlisle. If you have a.~~~ questions regarding the enclosed, please call. Very truly yours, ~~ SAIDIS, F OWER & LIN1)~~AY Ro`b C. ~~"is is E'ICIi~~Ire IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N THE ESTATE OF: No. 21-08-0826 LItiTON E. KAIJFFMAN deceased Late of West Pennsboro Township CERTIFICATION OF NOTICE I hereby certify that written notice of the date, time, and place of presentation of the First and Final Account for the Estate of Clinton E. Kauffman for audit and propased statement of distribution has been given by first class mail on May 21, 2010, to every unpaic. claimant who has gi~~en written notice of a claim and to every other person known to have or to ~.laim an interest ~n the estate as beneficiary, creditor, heir or next of kin pursuant to Pennsylvania Grphans' Cou~1 Rule 6.3.1. Date: ;%~~_ '~' ,~ i :;~; .. -v _~ Robert C. Sardis, Esquire Attorney LD. No. 21458 Sardis, Flower & Lindsay 26 West High Street Carlisle, PA 17013 Telephone: (717) 243-62:22 C; In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0826 _-., Estate of Clinton E. Kauffman, Deceased ~-, ~~ --~ '"~ T. ..P __ -- :-,-,- --- _--- -1-,--. Late of Township of West Pennsboro '; ~ -.:-r~ ~~ First and Final Account '~~ _ _,, , ,, __ _ .; -., „~; `, .. . _ <-, . , ~~ Steve A. Kauffman, Executor Date of Death: 07/30/2008 Date of Executor's Appointment: 08/08/2008 Date of First Complete Advertisement: 09/05/2008 Accounting for the period: 07/30/2008 to 05/15/2010 Purpose of Account: Steve A. Kauffman, Executor, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. ft is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Robert C. Saidis Esq. Saidis, Flower 8~ Lindsay 26 West High Street Carlisle, PA 717-243-6222 Supreme Court I.D. No. 21458 (~! SUMMARY OF ACCOUNT Estate of Clinton E. Kauffman, Deceased For the period of July 30, 2008 through May 15, 2010 Fiduciary Acquisition Pages Current Value Value Proposed Distributions to Beneficiaries'" 17 Amount Held in Escrow 18 434,050.15 6,300.00 PRINCIPAL 440,350.15 Receipts: This Account 3 Net Gain (or Loss) on Sales 789,278.02 or other Dispositions Less Disbursements: 789,278.02 Debts of Decedent 4-6 Funeral Expenses 208,691.73 Administration Expenses 6 5,936.11 Federal, State & Local Taxes 7-8 9 5'222.77 Commissions 134.41 Fees 9 5,000.00 Family Exemption 9-10 10,205.00 Balance Before Distributions 235,190.02 Transfer to (from) Principal 554,088.00 Distributions to Beneficiaries* 11-12 Principal Balance on Hand 113,946.01 13 For Information: 440,141.99 Investments Made Changes in Holdings INCOME Receipts: This Account 14 Net Gain (or Loss) on Sales 206.20 or Other Dispositions Less Disbursements: Balance Before Distributions Transfer to (from) Income 208.16 Distributions to Beneficiaries Income Balance on Hand 15 For Information: 208.16 Investments Made Changes in Holdings COMBINED BALANCE ON HAND 16 Signature Page 19 440,350.15 Verification 20 SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Fiduciary Acquisition Value Department of the Treasury -Refund for the 2008 personal income tax return Erie Life Insurance Proceeds ING Direct Deposit Life Insurance -Deposited 4-9-2009 M & T Bank Checking Account #3740994300 M & T Bank Saving Account 015004198283704 Misc Deposit Refund Refund from American Education Services Refund from Capital Blue Cross -for Alexander Spring Emergency Physicians Refund of Overpayment of Insurance -Erie policy West Perry School District -Final paycheck Total Cash Personal Pro~rtv 2004 Saturn Vue Total Personal Property Residence-48 Limekiln Road, Carlisle, PA -All that certain parcel of land with improvements thereon erected known and numbered as 48 Limekiln Road more particularly bounded and described in Deed Book 273 at page 3522 with a tax parcel identification number 46-20-1780-009. Total Real Estate Total Receipts 2,732.00 401,039.50 277.53 156,098.16 493.58 1, 544.90 95.68 204.07 158.51 594.00 37.00 5,558.09 568,833.02 7,445.00 7,445.00 213,000.00 213, 000.00 789,278.02 Total Receipts of Principal 7ss,z78.o2 -3- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Alexander Spring Emerc,~ency Physicians 11121 /2008 594.00 American Education Services 08/12/2008 158.51 Capital One Bank 08/18/2008 190.00 09/26/2008 9,388.80 Carlisle Regional Medical Center 08/25/2008 35.00 Dish Network 08/12/2008 46.62 Embara 08/18/2008 193.94 GMAC 08/28/2008 355.77 09/26/2008 Saturn Vue 355.77 10117/2008 Cash to GMAC to payoff Saturn Vue 2,490.44 594.00 158.51 9,578.80 35.00 46.62 193.94 -4- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 3,201.98 HSBC Card Services 08/12/2008 Interstate Waste Services 08/12/2008 Kay Jewelers 08!12/2008 08/29/2008 73.00 82.13 110.00 367.64 73.00 82.13 477.64 National Citv Mortaaae 08128/zoos 10106/2008 10128/2008 11121/2008 11/21/2008 02112/2009 Oaktree Enviromental Services 0 811 212 0 0 8 PPL Electric Utilities 08112!2008 08/29/2008 Payoff of mortgage 1,305.20 1,305.20 1,305.20 1,305.20 1,375.36 183,042.52 189.00 124.27 178.00 189,638.68 189.00 302.27 -5- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Royer's Gulf Services 08/19/2008 Auto repairs 38.43 38.43 Sprint 08/12/2008 79.18 79.18 Tri-County Pest Control 08112/2008 95.40 95.40 Truareen Lawn Care 08/12/2008 112.36 112.36 West Asset Management. Inc. 09/02/2008 GM Mastercard 3,794.79 3,794.79 Total Debts of Decedent 208,691.73 Funeral Ex e Gideon and Evelyn Kauffman 1 210 512 0 0 8 Reimbursement for monument 2,552.00 2,552.00 Hoffman-Roth Funeral Home 8 Crematory. Inc. 08/29/2008 3,384.11 -6- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 3,384.11 Total Funeral Expenses 5,936.11 Boyer's Seamless Gutter 01/04/2009 House repairs 1,786.00 Cumberland Law Journal 10/28/2008 Estate Notice Advertisement 75.00 1,786.00 75.00 Deborah W. Piper, Tax Collector 11 /21/2008 11.00 04/09/2009 391.05 402.05 Embara 09126/2008 42.02 10/17/2008 88.59 130.61 Erie Insurance Groua 10117/2008 04/06/2009 05/29/2009 07/13/2009 Home Protector Policy 107.00 586.00 223.00 218.00 1,134.00 -7- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued PPL Electric Utilities 09/2612008 1 012 812 0 0 8 196.00 196.00 392.00 Reaister of Wills 10/16/2008 Short certificates 16.00 10/17/2008 Probate Fees 322.00 04/15/2009 Filing Fees 20.00 05/11/2009 Inheritance Tax Filing Fee 15.00 05/28/2009 Short certificates 12.00 385.00 Sollenberger's 10/0712008 39.50 39.50 Sprint 09/2612008 58.39 10/17/2008 39.47 97.86 The Sentinel 09/02/2008 Legal Advertisement 182.56 182.56 Timothy L. Wary Construction 05/12/2009 Repair roof 598.19 598.19 Total Miscellaneous Administrative Expenses 5,222.77 -8- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Pennsylvania Department of Revenue 05/06/2010 4.00 Register of Wills 08/10/2009 Inheritance Taxes Due 23.22 08/10/2009 Inheritance Taxes Due 107.19 4.00 130.41 Steve A. Kauffman 11112/2008 Saidis. Flower & Lindsay 10!2812008 04/15/2009 05!11 /2009 02/26/2010 05/06/2010 Total Taxes Executor's fee 5,000.00 134.41 5,000.00 Total Commissions 5,000.00 Fees Legal Fees 4,410.00 1,755.00 540.00 1,000.00 2,500.00 10,205.00 -9- SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Fees 10,205.00 TOTAL DISBURSEMENTS OF PRINCIPAL 235,190.02 -10- SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Anthonv W. Kauffman 1010612008 Cash 8,000.00 02111/2009 Cash 11,000.00 03/30/2009 Cash 2,000.00 04/06/2009 Cash 42,000.00 09/3012009 Cash 2,000.00 10/30/2009 Cash 2,000.00 11/30/2009 Cash 2,000.00 12/30/2009 Cash 2,000.00 01/28/2010 Cash 2,000.00 02126/2010 Cash 2,000.00 Drew B. Kauffman 01/12/2009 Cash -Distribution for Campus Bookstore--$416.95; 1,656.95 Susquehanna University $1240.00 07/28/2009 Cash -Susquehanna University $10,296.25 10,296.25 08/20/2009 Cash -American Education Services 5,759.18 01/12/2010 Cash -Susquehanna University $10,296.25 10,296.00 Y Kimberly O. Kauffman 11/21/2008 Cash -Payment from estate account for the following 3,492.63 bills: 11/21/2008 Shipley--$99.62; Interstate Waste Services--$77.87; Sprint--$40.02; 12/22/2008 Embarq-- $178.35; PPL Electric Utilities--$196.00; Sprint--$39.68; Kimberly Kauffman--$1,000.00; 12/30/2008 PPL Electric Utilities--$187.51; 1/16/2009 Sprint--$39.87; Embarq-$88.23; 2/12/2009 Interstate Waste Services-- $73.76; PPL Electric Utilities--$185.06; 211 212 0 0 8 Sprint--$40.04; 3/5/2009 PPL Electric Utilities--$185.06; Embarq-$90.35; 311 612 0 0 9 Shipley--$91.94; 4/9/2008 Sprint--$39.87; 5/29/2008 PPL Electric Utilities-- $839.40 75,000.00 28,008.38 -11- SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 05/07/2010 2004 Saturn Vue 7,445.00 10,937.63 TOTAL DISTRIBUTIONS TO BENEFICIARIES 113,946.01 -12- PRINCIPAL BALANCE ON HAND Current Value 05/15/2010 # Units Description or as Noted .ash Estate Account 227,141.99 Total Cash 227,141.99 AS~tS Residence-48 Limekiln Road, Carlisle, PA Total Assets Fiduciary Acquisition v~i~~o 227,141.99 227,141.99 213,000.00 213,000.00 227,141.99 440,141.99 -13- SCHEDULE G RECEIPTS OF INCOME M & T Bank Estate Account 09112/2008 8.93 10117/2008 15.11 11!12/2008 17.04 12112/2008 15.17 01 /12/2009 15.45 0211212009 15.02 03/10/2009 6.37 04/10/2009 6.20 05/12/2009 11.54 05/29/2009 11.37 06/13/2009 10.22 08/12/2009 11.98 09111 /2009 10.50 10/09/2009 9.67 11 /12/2009 11.66 12/11 /2009 9.86 01 /12/2010 10.80 02112/201 G 7.46 03/12/2010 1.78 04/12/2010 1.96 M & T Bank Saving Account 015004198283704 07/31 /2008 0.07 TOTAL BANK INTEREST TOTAL RECEIPTS OF INCOME 208.09 0.07 208.16 208.16 -14- INCOME BALANCE ON HAND Current Value Fiduciary 05/15/2010 Acquisition # Units Description or as Noted Value Estate Account 208.16 208.16 Total Cash 208.16 208.16 208.16 208.16 -15- COMBINED BALANCE ON HAND # Units Description Cash Estate Account ASS _tS Residence-48 Limekiln Road, Carlisle, PA Current Value 05/15/2010 or as Noted 227,350.15 Total Cash 227,350.15 Fiduciary Acquisition Value 227,350.15 227,350.15 213,000.00 Total Assets 213,000.00 227,350.15 440,350.15 -16- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 05115!2010 Acquisition or as noted Value TO: Anthony W. Kauffman Cash - 61,999.04 Principal $61,947.00 Interest $ 52.04 61,999.04 TO: Drew B. Kauffman Cash - 108,990.66 Principal $108,938.62 Interest $ 52.04 108,990.66 TO: Grace United Methodist Church Cash -Since Grace United Methodist Church was excluded from 0.00 receiving any of the life insurance proceeds, the assets less the life insurance proceeds, less the debts, less the expenses incurred by the estate exceeds the amount of assets in the estate. 0.00 TO: Kimberly 0. Kauffman Cash - 50,060.45 Principal $49,956.37 Interest $ 104.08 Residence-48 Limekiln Road, Carlisle, PA -All that certain parcel of 213,000.00 land with improvements thereon erected known and numbered as 48 Limekiln Road more particularly bounded and described in Deed Book 273 at page 3522 with a tax parcel identification number 46-20 -1780-009. 263,060.45 Tota I 434, 050.15 -17- The Estate of Clinton E. Kauffman Amount Held in Escrow Amount Saidis, Flower & Lindsay lolta Account Escrow Amount 6,300.OC 18 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0826 Estate of Clinton E. Kauffman, Deceased Signature Steve A. Kauffman, Execu -19- In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-08-0826 Estate of Clinton E. Kauffman, Deceased Verification Steve A. Kauffman, Executor under the Last Will and Testament of Clinton E. Kauffman, Deceased, hereby declares under oath that helshe has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Steve A. Kauffman, Executor ~ Dated: ~~ "' ~ :/ - 20 -