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HomeMy WebLinkAbout06-14-10Estate of Eva A. Kuykendall IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ~ • NO. 21r9'~ 0053 c~ p • ~p ~ O C }'~7 PETITION UNDER SECTION 3102 OF THE PROBATE, ~;?.~ ESTATES AND FIDUCIARIES CODE FOR '- - ~= `a .~ .-~,,~~; SETTLEMENT OF SMALL ESTATE ~ ,' c~-~ ~`-~ ..,, -. ~_ ~ ~ c: TO THE HONORABLE JUDGES OF SAID COURT: ~ ca Mary K. Wagner, the Petitioner, by and through her legal counsel, Salzmann Hughes, P.C., files this Petition for Settlement of a Small Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Code and in support thereof avers that: ~~ ; ~-, rTt t C_> r l C _j _-~ -r i _- ~-, =:= ~, --, ~i~} ~j (1) The Petitioner, Mary K. Wagner, is a competent adult residing at 275 North Middleton Road, Carlisle, Cumberland County, Pennsylvania, and is the child of the above decedent. (2) Eva A. Kuykendall, parent of the Petitioner died on November 14, 2008 at the age of 75 years, but prior there to lived and was domiciled at 50 Gordon Drive, Carlisle, Cumberland County, Pennsylvania. She died with a Will and no letters of administration have been issued. A true and correct copy of the executed Will is attached hereto as Exhibit A and incorporated herein by this reference. (3) The sole heirs and next of kin and their relationship to the decedent are as follows: Larry E. Kuykendall son Garry Kuykendall son James J. Kuykendall, Jr. son Dale R. Kuykendall son Mary K. Wagner daughter (4) Eva A. Kuykendall had no probate estate when she died other than Household Goods at appraisal - $770.00 1996 Ford Tempo - $138.00 M&T Bank, Certificate of Deposit No. 3 i 0039137961.31 - $2,352.95 M&T Bank, Certificate of Deposit No. 3l 003918612499 - $5,305.17 Wachovia Securities Account, Money Market Fund - $835.08 Wachovia Securities Account, 2 shs. SPX Corp. @33.18 = $66.36 Suburban Heating Oil, refund - $428.62 Bankers Life and Casualty Company, refund - $99.85 Penn Mutual Company, check - $30.00 Copies of letters of notice and/or checks showing value for the above are attached hereto as Exhibit B and incorporated herein by this reference. (5) The Petitioner avers that there are no creditors of the decedent and no claims unpaid known to the Petitioner, other than reimbursements for costs advanced by the Petitioner on behalf of the Estate and costs of Administration, asummary of which is shown as Assets less Expenses and attached hereto as Exhibit C and incorporated herein by this reference. (6) After payment of the reimbursements due the Petitioner and costs of Administration, this Estate is insolvent. (7) A copy of three signed renunciations from the beneficiaries are attached. Garry Kukendall's was unobtainable. The renunciations are attached hereto as Exhibit D. (8) The Assessment notice from the Commonwealth of Pennsylvania accepting the Pennsylvania Inheritance Tax Return as filed is attached as Exhibit E. WHEREFORE, the Petitioner respectfully requests that an Order be made authorizing distribution to the above stated parties as per the attached Exhibit C pur~ant to Section 3102 of the Probate, Estates and Fiduciaries Code. Dated: ~ ~ ~ Hughes, Esquire MANN HUGHES, P.C. Alexander Spring Road, Suite 1 isle. PA 17015 (717) 249-6333 Supreme Court #58884 VERIFICATION The foregoing Petition is true and correct and I understand that false statements made herein are subject to the penalties of 18 Pa.C.S.A. § 4094, relating to unsworn falsification to authorities. Mary agner COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Mary K. Wagner, being duly sworn according to law, deposes and says that the facts contained in the foregoing Petition are true and correct to the best of her knowledge, information and belief. Mary K. gner Sworn and subscribed before me this I y~~ day of ~ ~ ~r~, _, 2009. Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Tamers S. Siegtist, Notary Public Waynesboro Boro, Franklin County My Commission Expires Dec. 1, 2010 Member, Pennsylvania Association Of Notaries EXHIBIT A ORIGINAL WILL Last Will and Testament ~~f tale City of ~__ ~ l~D <5 C?~~ ~- I ~ ~ ~ - ~/ County of ~'- ` ~ ~~ ,State of ~ ~-~ , being of sound mind, and not acting under d~~ess, menace, fraud, or undue influence of any person do hereby make, publish and dell a~e ~~~tT a C ~~s heret ore made Testament and do hereby revoke any and • '9p by me. 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 maybe practical. ~ _ erson. M ~ s Ouse is ~' ~ and SECOND: I am a p 3 p are all my children either n-~ or adopted . 'T'HIRD: I nominate my spouse as Guardian of my minor children. In the,eveQ t that my spouse shall predecease me nr f?ils to se'-~'Q'`= ='-=h C"'-'•ar`~•~"-~ ~~'°`~' T n~~~.`~:~~y and a point ~ ! ~ ~ y~,v ~ s Guardian of the person and ro er P of my minor ~ dren. further direct that no bond shallbe required. C~r~ FOURTH' I hereby make the fc~llowin specific bequests : ~~~~ ~~,~ ~~, ~~ ~,~2:~.Y/, ~ ~ j~ ~ -, ~-• '~ ~-,~.~~ Q.~- ,,~,~ ~ . e--rye -~, ~° ~lrt.,,,;,,g,-f~~e;~ G~~' ''~~.. .. ~ 7 ~c . i ~ y aa. ~~ C,~ L ~ ~ ~ ~-~12~c c>i-r~. ,. e J'ti .. / ~ devise and be ueath al? of the rest and re~~f~5t ~ FII~:hereby give, q ~ ~~1 _ r~ ° ` n ~7 '_' ~'n~ property ove~w~uc~i T have power to dispose to . . ~~r~.. ,n ~, l > - ,. ,,u~ „~-~. SIXTH : I nominate and appoint , - f as Executor of this will. In the even that the Executor nameda boov~} all predec ~t or f ' s o serve as such Executor of this will, I -nominate and pp ~~~ zL/-~" n~a. I fur- they direct that no appointee hereunder axecu shallbe required to give any bond for the faithful performance of their duties. ~- Q7 a a ® ~"r~'r~r~~r~`ru ~~r~~`r~~`i~ ~r~'r~~cz~r~~r~"r~~~'r~~,~'rs'~~r~rs'r~z n SEy'ENT~-I : I hereby authorize my Executor to exercise 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 f ~---Day of '~ y ,19 ~ - at ~ ~~ . ~ ~ ~~ r ~ ,;~. ~ _ _ , ~..~ ~ Cif, 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. thereupon si d ~ this Will in our presence, all of us being present at the same time. We now in _~ ~x i~ presence and in the presence of each other su~sesibe our names as ws-itnesses. ' ~ It is our belief that ' "~ ~~ ~ ~ is of sound mind and under no -~ .~tx 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 f ~ ~ ~ . 19 ~ ~ , ~{x -~• ,_ ~ i ~1~}"~'~ ~L` ~~.'~ _~ (°tit' ~ x5~ r,, ~ t~ l 701 ~~ ~ Witness Address ~ ~ ~~ (nom ~~ ti ,~ _s r~~; I~IJ- ` Wi ess Address 1.~7 ~ l_3 Wi Address u 0 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~ EXHIBIT B ASSET VALUES LINDEN MALL 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. Oid Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Eva A. Kuykendall 50 Gordon Drive Carlisle, PA 17013 Date: March 17, 2009 KITCHEN $0.00 Freezer -not working $25.00 ~Tab1e /chairs $10.00 Microwave cart $10.00 Kitchenwares LIVING ROOM $55.00 Sofa /chair $5.00 Stand $10.00 Coffee table ~ $10.00 Metal stand ~ $0.00 T.V. -not working $5.00 Lamps • BEDROOM -STORAGE $0.00 Tanning bed -not working $10.00 Dresser $0.00 Washer !dryer -hallway - no value BEDROOM $50.00 Cedar chest $10.00 Chest of drawers $10.00 Dresser $20.00 Bed GARAGE $35.00 Riding mower -old -parts only $85.00 Snow blower $15.00 Heater $50.00 Garage tools $250.00 Riding mower - 38" $15.00 Ladders $15.00 Ivtisceilaneous household 03/17/2009 STORAGE Fishing rods, etc. Tools Chain saw $15.60 $15.00 $45.00 Total $: 7 7 0.00 /~ William G. Rowe ~_.- 03!17!2009 1994 Ford Tempo -Trade In Value, blue book value -Kelley Blue Book Page 1 of 2 `/~... 1~e11e~ Blue Book THE TRUSTED RESQURCE ;~ Send to Printer 1994 Ford Tempo GL Sedan 4D ------ advr_rti~ement ---- BLiJE BOOK' TRADE-I~d YALL'E Condition Value N'Q PHt~~C~ ~V~~ ~g~-~ Excellent $275 ~ ,,.,.r--~--~..~__---~ ~~~~ t Good $200 •~" Fair $138 (Selected) Vehicle Highlights Mileage: 160,.000 Engine: 4-Cyl. 2.3 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard Air Conditioning Power Steering AM/FM Stereo 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 ±he Private Party Value because the reselline dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent ~z7~ • 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 ccmpartment is clean, with no fluid teaks 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 ~2aa ._ _ aR.{: • 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. 1994 Ford Tempo -Trade In Value, blue book value -Kelley Blue Book Page 2 of 2 Most consumer owned vehicles fall into this category. ./ Fair (selected) $138 '~~;°_:t • 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 • 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 Q M~s~x 499 Mitchell Road. Millsboro. DE 19966 Mail Code DC-ti(H-13 Salzmann Hughes, P.C. Attornevs at Law 3~-t Alexander Spring Road Suite 1 Carlisle, PA 1701 Re: Estate of.~ Eva A. Karykendall Social Security: 16.i-26-6337 Date of Death: November 1-1 2008 Phone (R83) 50'?--1349 Fax (;02)931-'y,j July 3I, 2009 Dear Sir or Madart~l: Per your inquiry dated July 27, ?009; please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account • ,Account Number 33139-153 Otivnership (Names g~ Eva A Kuykendall Opening Dcrte Balance•on~Date of~Death Accrued Interest Total 2. Type ofAccoz~nt Account Number Ownership (Names o~ Opening Date Balance on Date of Death ACCYZ[L'd IntereS7 Total t1'1ary K Wagner•* 11/24/73 ,~ 6, 494.36 ,~ U.27 _. $ 6.49=1.63 Certificate of Deposit 31003913796131 Eva A Ktrykendall 7i01,~02 ~ ?, 347.7? 5' 3.?3 ~' 2,332.93 _._ ~ . Ti pe of ~.~1 ccount ~Iccoirnt Number Ow~nerrhip (Names o~ Opening Date Balance on Date of •Death accrued Interest Total Certificate of Deposit 310(13 918612199 Eva :4 Kuvkendall 6/0 ii 0' S 3, 302.66 ~' 2.31 _ _ ____ _ _ ~ 3,303.1' _ Please be advised, there was no safe deposit boy 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 # 71.7-240-6717. Sincerely, . n ~-__, Tracie Hare Adjushnenf Services JuL.2~.2t+U9 8;41~M ~~~aCHOb~I~~ SEr, ,~ We1Ls Fsrgo Advisors, LLC NThree Le~sxoy~e Drive Lemoyne, P.~ 17043 ~'Te1717=i61-7344 Fax 717-975-8426 800-46@-E685 ~e~e~~~~c July 27, ?OOg 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. Kuykendall sin~Ie name $835.08 in money mazlcet fund 2 shares of SPX Corp value $bb.3b itiC;, 2~~ P. ° Eva A, Kuykendall IRA. account which the beneficiary was Mary Wagner whick~ we transferred to an IR.A far Mary: t $4,112.84 zn money market fund 300 shares E.Spize Communications worthless 250 shares Pen~rowth Energy Trust $2,380.00 231 shares United C.)'tilities PLC ADR ' $4,747.05 125 shares j74Yells Fargo Ca. $3,591.25 Tn the IR.A, there were woz~thl.ess securities that were not transfezz-ed over 0.81831 shares Uzzited Utilities PLC A.AR worthless 300 shares Uzlited Utilites I'LC worthless 300 shares 8United Utilities ADR wozthless If you have any questiozzs, please give z~ze a call at 717-975-8411. Neff Tent As iat ~`.. .. 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ICJ ~ ~ 2 ~ 1"OM FO Q < U B V O ' W N V ~ y {(~ Z ~ Q H w z y Q 2 ~~.. } Q J z z Z to w a .,~ ~ w z L Y ~ ~ z w I.y ~ Z m .-, --~ Z W = r` ~l -00 c~ ~' ti C~ l _. _. ff1 •• r7'1 N f1 RJ EL 0 i i ~ ~ W m ~ ~ i = Z ~ M ~ Y M o O0o O W ~ ~ ~ M U ~ ~ i ~ M ~~ e W~ ~~ o o<~ I pmw ~~ f . W ~ o N ~ ~ ~c , W I F- N a - 4a o N t ~ H C j 1 f I i j 1 I o I i i i i N A i r I >' Z r a a i C ~ a ~ i Q O V = h ~ J r~ r Q W~ ~ o ~~~ () z° 4 ~ Yza _ J p ~ O W ~ ~ Za o Q M J O c ~ Q O ~ W JQ ~ ~°U C N . = ~ d ~Z ~ W Q z z J a a ~' 1'. f W W U a ~ g w . ~ a W •i¢ W ~` z ;~~ Q C.~ /'n TO -Yn r .• 1 ~s C~- fLJ f a I ~ i ~ rP1 i 1 .-~ Q' rn rY'1 N .-i aai zw zW m z i z z W a~ Estate of Eva A. Kuykendall -_ - _- -- Exhibit C - -- - _ - _---- - - sse s ess Expenses -_ - _- - _ - -- ssets: -_ - -a, - - - - ___ Tangible - - - - - - } - -' - -_ - _ _ -_ - - 994 Ford Tempo I Household Goods - - _ -- $_ 138.00 -_ -- TOTAL TANGIBLE ASSETS ~ - -- ~ - 770.00 - -- -- - _ - - ,_ I $ 908.00 - __ _- - - -- - Intangible - -_ -- r- - -- --- -- - -- shs. SPX Corp. (DOD = $66.36_ sold 3/13/09 for $70.69 = $4 - i- -- .33 $ 7 0.69 g Wells Fargo .Money Market Fund (P = $835.08_ I - $0.72) __ _ _ I 835.80 __ M&T Bank, C.D. No. 31003913796131 -principal -_ -- _ - -- - _ - - -- ~ 2,347.72 'i __ interest accrued to death - - -_ -- - - - - - 5.23 i - M&T Bank, C.D. No. 31003918612499 -principal - - - _ ~ 5,302.66 I ' interest accrued to death - - -- - - - -- -- -- 2.51 - - Penn Mutual Company, check - ~- 30 00 Bankers Life and Casualt Com an - - - - - - -y_ p y, refund . 5 - _ _ Suburban Heating Oil, refund - - -- - - , 428.62 - TOTAL INTANGIBLE ASSETS - _-- _ __ -- - _ - --- -- __ ___ _ - ' , ~- ,_ '~ - - _ Expenses: __ __ _ _ _ -_ _ - I ~_ _ - - Ma K. Wa ner reimbursement for funera rY_ 9 l services - - -- - _ F 4 675.24 $ g - rY__ g - Ma K. Wa ner, reimbursement for osta e P - - - -- , - 6.07 - -_ Mary K. Wagner, reimbursement for debts paid on behalf of _ _ _ _ _ j - _ - _ _ decedent I (phone,_electnc, refuse, cable and insurance - _ - ) ~ 5 89 28 I --_ _- - _ Linden Hall Anti ues a _ raisal of household goods . . ~ _ - __ - - - ~ 4 5.00 r _ - _ Register of Wills, PA Inheritance tax return filing fee -- -__ _ _ l --_ - 15.00 Re ister of Wills, Petition for Small Estate filing fee - -9 - - -- -- _ _ _ - 15.00 C _ _ _ _ Register of Wills, JCP and Automation fee _ - --- ---- _ _ _ ! 28.50 -- - egister of Wills, PA Inheritance tax_ _ _ --- _ - -- , 2,7$1.26 I _ _ _ _ Register of.Wills, balanc of PA Inheritance tax -- I ~-I-I - Salzmann Hughes, P.C., attorne 's fees - -- _ --Y - - - _ _ - _ ~ - -~ 3,500.00_ - - - -- - - TOTAL INTANGIBLE ASSETS LESS EXPENSES _ _ ~ _- __ j 11, 655.35 - - -- _ - -- _ - - - _- ~ -- - j-_ _ 532.27 ~ ) - - - ___ - -- -- AMOUNT TO BE DISTRIBUTED _ _ - _ ~ - - _ __ --- - - $ (1,624.27) -- --- -- - - ~ -- -- --_ -; -- EXHIBIT D RENUNCIATIONS RENUNCIATION REGISTER OF WILLS i ~~~,Y1~~::'~`~ ,i,~+lC~l_ COLNTY, PEi~li~1SYLVAMA Estate of _ I-.~;~~:.~ Deceased I, -~<rJ ~ ~~~ ~~l ~ t' ~°LC~i ~ ~ ~ , in my capacity/relationship as (Pant :Name) . .'~~!`~ of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to `~ ~ c~ i <' i (Date) Executed in Register's Office Sworn to or affirmed and subscribed before me this ~~~ as r ~ ~ ~ Jan ~~ ,9 ~~ ~~ _ ~ ~ ~ ~' ~/IG~Deputy f r Ike > t r of Wiils ti ~) i ., ~, (Signature)f j ./ ' %C ~t~SS C~~~ r l~ct , ~ ~ s ~ ~'cc~l s /~( (Street Address) (City, State. Zip) Executed out of Rea ister's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this day of y Notary Public My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) Form RGG'-06 rzv. !0.13.06 RENUI'+TCIATION REGISTER OF WILLS ~~ ~~ ~~~-I~+O COUNTY, PENNSY'L,VANIA Estate of Deceased I, ~J ~~ ~~ '`f ~~'~`~ ~17 NC1ti9-~ ~ v' , in my capacity/relationship as (Pant game) 56~ of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to ~ a (D e) Executed in Rea ister's Office Sworn to or affirmed ancj subscribed before~ne this _ ~ day of _ C.~~JLc,E' Ua~ . ,.,/ ~r _ ~ Deputy or 'ter Wills Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this day of Notary Public NIy Commission Expires: (Signature and seal of Notary or other official qualified to administer oasths. Show date of expiration of Notary's Commission.) y `1,/'~t ~~tiC~ r4 ~ ~ Form RW-06 rev. 10.!3.06 (City, Slate, Zip) RENUNCIATION / REGISTE~ OF WILLS l ~ ~ ; ~ ~ ~" l ~,ty~COUNTY, PENNSYLVANIA Estate of l ~ GL ~ (Print Name) Deceased in my capacity/relationship as ~ ~"1 ~ of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to L ~.,' '4'~-C, Gate) Executed in Register's OJfrce Sworn to or affirmed and subscribed before me this day of , Deputy for Register of Wills Form RW-06 rev. 10. /3.06 , ~, (Signature) t _, -*_ (Street Address) r ~ r' i (City, State, Zip) Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this ~ ~ ~ s^~ day r , G~.~ ~_. i ; ' - ' ~-~ ~ _ - ' '7 :~ ~~ ~- _ Notary Public __, ~_~!_ ~ ;~- " My Commission Expires: (Signature and Seal of Notary or other ofticial qualified to administer oaths. Show date of expiration of Notary's Commission. ) DION BROWN 2 . RV ~P Ub i"" .~; ; Notary Public -State of Florida = _ = My Commission Ezpires Jul 24, 2009 r' ` ~'= Commission # DD 454138 '7r.. P~ "'~~ °° ~~ ~'~ Bonded By National Notary Assn. EXHIBIT E BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES D HUGHES ESQ STE 1 354 ALEXANDER SPRING CARLISLE PA 17015 (1) .00 (2) 66.36 (3) .00 c4) .00 (5) 9,959.67 C6) 3,247.32 C7) 57,406.54 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~• ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: KUYKENDALL EVA AFILE N0.:21 10-0053 ACN: 101 DATE: 05-24-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) Pennsylvania ~~-~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. (B) 70 , 679 .89 c9) 8.284.81 clo) 589.28 (11) 8,874.09 11. Total Deductions 805.80 61 12. Net Value of Tax Return (12) , 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 T t t C14) 61,805.80 14. ax o Net Value of Estate Subjec NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 61 .805.80 X 045 = 2,781.26 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 C19)= 2, 781 .26 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT I DISCOUNT C+) I AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 01-19-2010 CD012242 .00 2,781.26 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-20-2010 TOTAL TAX PAYMENT 2,781.26 BALANCE OF TAX DUE .00 INTEREST AND PEN. 58.78 TOTAL DUE 58.78 ~ iF FAiD AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)S YOU MAY-BE DUE DATE 05-24-2010 ESTATE OF KUYKENDALL EVA A DATE OF DEATH 11-14-2008 FILE NUMBER 21 10-0053 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-23-2010 (See reverse side Irnder Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013