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HomeMy WebLinkAbout06-07-11 Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) 1505610105 EX (oz-u) (FI) ~ REV-1500 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania UERARTMENT OF REVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN , ' PO BOX 28o6oi ~ ~ ~ ~ ~ ~ ~`~ '") Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT (gyp( ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MI~IDDYYYY 206-32-4653 :03/08/2010 ' 11 /08/1939 Decedent's Last Name Suffix Decedent's First Name. MI KURTZ ROBERT L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _ __ _ __ JANNA ~ KURTZ __._ ._., Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 202-30-1481 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMIATION SHOULD BE DIRECTED TO: Name Daytime Telephone tuber ANDREW J. BENDER ESQ. ' (717;• 249-1177 ~ ~ , _ .._._ .. _ . ,~ .. ~ _. .w > :_..~ REGISTER OF( l~ 'E ONLY) ~~'~~ CJ~ ~ ...J Ca 1 ''i'i First Line of Address __ __ _. _ ~0 ~ ~. f+ ' `--~' 61 WEST LOUTHER STREET ~ ~ _~.,~ _~ w w~-' _ __ __ _ __ ~-~ ~ { F rn Second Line of Address ~ ~~ DATE FILED City or Post Office State ZIP Code CARLISLE PA '! 17013 Correspondent's a-mail address: ajbender.law cCr~.gmail.com Under penalties of perjury, I declare fat I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, cor ect a c plete. ¢faration of preparer other than the person resentative is ased on all information of which preparer has any knowledge. SI A ~itE SO ~PONSIBLE FOR FILING RETURN DATE ~~1~11 ~/ ADDRESS ~ `~-''" ~ SIGNATUR E_AFj~R OTHER THAN REPRESENTATIVE DATE/ " ~c(/ ~~/~~// /~ ADDRESS 61 WEST LOUTHER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY .~iu.~- 1505610105 Side 1 1505610105 • J 150561205 REV-1500 EX (FI) Decedent's Social Security Number decedent's Name: ROBERT L. KURTZ 2:06-32-4653 RECAPITULATION -_ 1. Real Estate (Schedule A) ............................................. 1. _ - 160,166.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 2,707.79 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. ' .~~.,.~:._ ~..,.. 511,497.68 ~.._...... ._._~....._,_....n, _.._M:.w .......,: 6. Jointly Qwned Property (Schedule F) O Separate Billing Requested ....... 6. 6,779.51 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .. _ ...... __..,..w_ .~:..__ . __. _.~. ..__._ ... ,......... _.._w (Schedule G) O Separate Billing Requested........ 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. ! 681,150.98 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 39,414.29 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 899.03 11. Total Deductions (total Lines 9 and 10) ................................. 11. 40,313.32 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 640, 837.66; 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which `°' -~~ -~ -~ ~ ~~ -- ..,.,,~,. an election to tax has not been made {Schedule J) ........................ 13. ! 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. , 640,837.66 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 - _ __ _ _ ___ _ __. ___ ___ ___ __ __ (a)(1.2) x .0 0 1,000.00 15. 0.00 16. Amount of Line 14 taxable . .. ...... .......__ .w.,., ..... ._~........,......_....m,,, at lineal rate X .0 45 639,837.66 ' 16. ' 28,792 69 17. Amount of Line 14 taxable ,... _..__, ... ............ . .:. . ........._~_< at sibling rate X .12 0.00 17. 0.00 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18. 0.00 19. TAX DUE ......................................................... 19. 28,792.69 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 1,505610205 1505610205 • REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME ROBERT L. KURTZ STREET ADDRESS 555 OLD MILL ROAD CITY CARLISLE STATE PA ZIp 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 1,342.06 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 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) Total Credits (A + B ;~ (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. 28,792.69 26, 842.06 30.36 0.00 1,980.99 ,~,_ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APP ROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income ..................................... ....... ^ c. retain a reversionary interest ....................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................... ....... ^ 2. If death occurred after Dec. 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? .................................................................................................................. ...... ^ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1,1994, and before Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 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 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)J. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 25,500.00 ~ REV-1502 EX+ (i1-08) ~~~~.~Tpennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE FZOBERT L. KURTZ 21-10-0267 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market ~~alue is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1' 555 OLD MILL ROAD, CARLISLE, PA 42,230.00 2. 298 NORTH MOUNTAIN ROAD, CARLISLE, PA 111,566.00 3. 24.70 ACRES OF UNDEVELOPED LAND OFF NORTH MOUNTAIN ROAD, CARLISLE, PA 2,770.00 4. 16.OOACRES OF UNDEVELOPED LAND OFF NORTH MOUNTAIN ROAD, CARLISLE, PA 1,500.00 5- 15.00 ACRES OF UNDEVELOPED LAND OFF NORTH MOUNTAIN ROAD, CARLISf_E, PA 1,410.00 6. 7.31 ACRES OF UNDEVELOPED LAND OFF NORTH MOUNTAIN ROAD, CARLISLE, PA 690.00 TOTAL (Also enter on Line 1, Recapitulation.) $ 160,166.00 If more space is needed, insert additional sheets of the same size. ~ REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OGC11'1C AIT nC('C~IC AIT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER ROBERT L. KURTZ 21-10-0267 011 nrnnarty inintly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) ~ REV-1508 EX+ (6-98) r' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT tSTATE OF ROBERT L. KURTZ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. SOVEREIGN CD ACCOUNT #1675545527 2. SOVEREIGN CD ACCOUNT #1675545535 3. SOVEREIGN CD ACCOUNT #1675547812 4. SOVEREIGN CD ACCOUNT #1675547820 5. SOVEREIGN CHECKING ACCOUNT #311092527 6. MEMBERS 1 ST FCU SAVINGS ACCOUNT #260064-00 7. MEMBERS 1ST FCU CD ACCOUNT #260064-46 8. PERSONAL PROPERTY & VEHICLES NOT OTHERWISE LISTED (SEE ATTACHED APPRAISAL) 9. 1993 CHEVROLET SILVERADO CK2500 10. AAA MEMBERSHIP REFUND 11. CENTURYLINK TELEPHONE REFUND 12. BIG SPRING SCHOOL DISTRICT REAL ESTATE TAX REFUND 13. LOWER FRANKFORD TOWNSHIP REAL ESTATE TAX REFUND 14. SOCIAL SECURITY PAYMENTS OF 03/10/10 (2 PAYMENTS) 15. CUMBERLAND COUNTY REAL ESTATE TAX REFUND 16. ACNB CORPORATION DIVIDENDS (4 PAYMENTS) 17. SANTANDER DIVIDENDS 18. 1/2 ERIE AUTO INSURANCE REFUND (REMAINING 1/2 REFUNDED TO SURVIVING SPOUSE) 19. 1/2 2009 FEDERAL INCOME TAX REFUND (REMAINING 1/2 REFUNDED TO SURVIVING ~~POUSE) 20. 1/2 2010 FEDERAL INCOME TAX REFUND (REMAINING 1/2 REFUNDED TO SURVIVING ~~POUSE) 21. RESTITUTION PAYMENTS (CUMBERLAND COUNTY DOCKET #CP-21-CR-0001473-1995) 22. INSURANCE PROCEEDS RECEIVED FOR FIRE AT DECEDENT'S RESIDENCE 23. INSURANCE PROCEEDS FROM MYERS ADJUSTMENT CO., INC. FOR THEFT FROM EST~4TE FILE NUMBER 21-10-0267 VALUE AT DATE OF DEATH 69,704.71 81,028.44 61,176.53 1,234.56 359.00 25.00 13,693.60 42,670.00 800.00 35.28 41.46 410.35 8.63 616.00 182.87 112.48 58.77 149.00 885.50 4,436.00 440.00 229,747.00 3,682.50 TOTAL (Also enter on line 5, Recapitulation) $ 511,497.68 (If more space is needed, insert additional sheets of the same size) ~ REV-1509 EX+ (6-98) P SCHEDULE F COMMONWEALTH OF PENNSYLVANIA ,IOINTIY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT L. KURTZ 21-10-0267 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G_ JOINTLY-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 JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~~ A' 02/13/02 ADAMS COUNTY NATIONAL BANK CHECKING ACCOUNT #122386 13,559.02 50 6,779.51 TOTAL (Also enter on line 6, Recapitulation) I $ 6,779.51 (If more space is needed, insert additional sheets of the same size) - _ REV~1737-6 EX + (6-013) REVERSE SCHEDULE H ~ enns lvania Uses Schedule H ONLY for proportionate P Y FUNERAL EXPENSES & method of tax computation. DEPARTMENT OF REVENUE ADMINISTRATIVE COSTS ESTATE OF FILE; NUMBER ROBERT L. KURTZ 21-10-0267 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT q, FUNERAL EXPENSES: ~' HOFFMAN ROTH FUNERAL HOME & CREMATORY, INC. 7,771.41 2. EBY GRANITE WORKS 3,651.00 3. WAYNE NOSS FLOWERS 159.00 B. ADMINISTRATIVE COSTS: ' 0.00 1. Personal Representative's Commission(s) Name(s) of Personal Representative(s) (Submit requested information for additional personal representative's on additional sheets) Social Security Number(s) or EIN Number(s) of Personal Representative(s) Street Address(es) City(ies) State(s) ZIP(s) Year(s) Commission Paid 2. Attorney Fees 20,231.14 3. Probate Fees 507.50 4• Accountant's Fees 0.00 5. Tax Return Preparer's Fees 870.00 6. Miscellaneous Expenses ADVERTISE PROBATE OF ESTATE 269.73 MISCELLANEOUS EXPENSES FROM ATTACHED SCHEDULE 5,954.51 TOTAL (Also enter on Line 9, Recapitulation.) $ 39,414.29 (If more space is needed, use additional sheets of paper of the same size) REV-1512 EX+ (12_pg~ Pennsylvania SCHEDU r DEPARTM ~~ ENT OF REVENUE DEBTS OF DECEDENT TURN R Mo , ESIDENT DECEDENT RTGAGE LIABILITIES & LIENS ESTATE OF ROBERT L. KURTZ Report debts incurred by the decedent prior to death that remai FILE NUMBER ITEM ned unpaid at the d O 7 ate of death, including unreimbur sed NUMBER medical expenses. DESCRIPTION 1 ADAMS ELECTRIC VALUE AT DATE of DEATH 2• EDMIL FUELS 159.69 3. CENTURYLINK 37.79..: 4. CUMBERLAND COUNTY & LOWER FRANKFO RD TWP REA 36.83 . L ESTATE TAXES (555 OLD MILL RD.) 5. CUMBERLAND COUNTY & UPPER FRANKFOR D TWP R 387.42 . EAL ESTATE TAXES (298 N. MOUNT.) 6. CUMBERLAND COUNTY & UPPER FRANKFORD TWP RE 259.87 . AL ESTATE TAXES (24.70 ACRES) ~~ CUMBERLAND COUNTY & UP 7 PER FRANKFORD T WP. REAL ESTATE TAXES (16 00 ACR 8 .59 . ES) • CUMBERLAND COUNTY & UPPER FRANKFORD TWP RE 4.10 . AL ESTATE TAXES (15.00 ACRES,) 9• CUMBERLAND COUNTY & UP 3 PER FRANKFORD T UVP. REAL ESTATE TAXES (7 31 ACRE .84 . S) 1.90 TOTAL (Also enter on Line 10, Recapitulation) $ If more space is needed, insert additional sheets of the same size. 899.03 • REV~1737-7 EX + (6-08) REVERSE ~~: pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE J BENEFICIARIES FILE NUMBER ROBERT L. KURTZ 21-10-0267 When flat rate method is elected, list the beneficiaries of the Pennsylvania property. When proportionate method is elected, list all beneficiarie:~. ITEM RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. 2116 (a)(1.2)] 1. JANNA KURTZ, c/o KAREN WEYL, 7 CHARLES POINTE, NEWARK DE t~j~7v1 7 2~ KAREN K. WEYL, 7 CHARLES POINTE, NEWARK, DE 19702 3. CRAIG D. KURTZ, 1635 NATHAN LANE, HERNDON, VA 20170 DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE SPOUSE 1,000.00 DAUG-HTER 336,685.74 SON 343,465.24 ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE: METHOD WORKSHEET ON THE REVERSE SIDE OF REV-1737 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II (Enter total non-taxable distributions on Line 13 of REV-1737 cover sheet.) $681,150.98 (If more space is needed, use additional sheets of paper of the same ;size) ATTACHMENT TO SCHEDULE H -MISCELLANEOUS EXPENSES Kough's Oil Service $401.23 Timmon's Oil $507.36 PennDOT-retitle vehicle $12.00 Sollenberger's -retitle vehicle $30.00 Goodville Mutual Casualty Co. (homeowner's/property insurance) $1,082.00 Executor Travel Expenses (Fuel) $746.52 Photocopying Fees $15.86 Padlocks to Secure Buildings $91.92 Adams Electric $677.33 Lawn Mowing & Property Oversight $690.00 Supplies/Materials/Cleanup Expenses (cleanup of fire at 555 Old Mill Road & misc. materials) $732.04 Interstate Waste (dumpster rental for cleanup of fire at 555 Old Mill Road) 968.25 $5,954.51 T LAST WILL AND TESTAMENT OF ROBERT LEE KURTZ I, ROBERT LEE KURTZ, of Carlisle, Cumberland County Pennsylvania, being of sound and disposing nand, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revolting a11d making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all expenses of my last illness, just debts, fiuleral expenses and expenses involved ~~r connected with the adnunistration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those umnatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time ~ of my death, I authorize my personal representative, in lus, her or its sole discretion, to ~., ~ ~:;~J ~ purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums :~ from my estate for this pw.pose. `"'~- ~ SECOND -_`~ .~., ~-.; '~ ~'_ I give, devise and bequeath my entire estate, of whatever nattu~e and wheresoever <<, ~ C' situated to my beloved children, CRAIG DAVID KURTZ, and KA]~EN KUR'T~? ;.~ ;:-=: '=-.-; YYL' ZL. '~i`~ --- ZU ~ •. ~~ 1. .~J ~~ 1 of 9 THIRD To my wife, JANNA LOCKS MOWERY KURTZ, I give, devise and bequeath the sum of $1,000.00 cash. Such is intended to constitute a token gift. ]VIy intent is based on the fact that throughout our rnat-riage, my wife and I maintained entirely separate estates. We each supported ourselves and accrued assets separately and individually via our individual incomes. As it was our mutual desire to each provide for otir own maintenance and support and to invest our own money as we saw fit, independence from any influence from the other, it is my desire to dispose of my own separate estate in t:he same manner, that being in my sole discretion and free of any influence from my wife, JANNA LOCKS `~~ MOWERY h'URTZ. ~~ .\ pJ Q~1,.~ L, FOURTH r' I give, devise, bequeath the rest, residue and remainder of my Estate of whatsoever ~,` J ~~ nature and wheresoever situate in equal shares to my children, CRAICT DAVID KURTZ, -~: and K~RFN KURTZ WEYL, per stirpes. FIFTH Any item that is not distributed under the terms of the prior paragraphs shall be distributed according to the discretion of my personal representative, after consultation with any heir or heirs of mule who survive me, and my personal representative shall choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidence of intangible personal property) as he, she or it believes will be 2 of 9 useful to such heir or heirs or desirable for hiin or her or them to have:, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the filrther exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residu~~ry estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided. to them. 3 '~~ . 11 ~ SIXTH ~~ ~ ~`~ Any devise or distribution under this Last Will and Testament: wluch is payable to any beneficiary who may be under 25 years of age, or, in the judgment of my personal ~~U representative, mentally disabled, shall be held in separate mists, by ray son, CRAIG DAVID KURTZ, or my daughter, KAREN KURTZ WEYL. In the event that both ~- ~ ~~ ~RF1~T and CRAIG are unwilling or unable to act as Trustee, then in the alternative, I ~' shall appoint my granddaughter, CABBIE MARIE KURTZ, to act as Trustee until such beneficiaiy(s) reaches 25 years of age or during such period of disability. So long as any beneficiary is under the age of 25 years of age., or mentally disabled, the net income of his or her Trust shall be paid to, or applied for the benefit of said beneficiary(s) at such times and in such amounts that the Titiistee shall in his or her discretion deem necessary for the health, maintenance, support, and'. education of each such beneficiary(s). Education shall be defined broadly to include not only that available in college, but also trade school and other similar training. In the e~~ent that the income 3 of 9 shall be insufficient to provide said beneficiary with adequate healtl~i, maintenance, education and support, the Trustee may invade the principal of this 'T'rust for this purpose. SEVENTH I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in airy corporation, partnership, recapitalization, merger, ~, reorganization or voting trust plan; to delegate authority with respect thereto; ~~ ~ ~ to deposit investments under agreements and pay asset>sments; and generally ~. investors includin but not limited to, the voting of to exercise all rights of g ~' shares. ~. ~ ~~ (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. `~ (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my p~~rsonal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. 4 of 9 (f) To sell or otherwise dispose of any property, real or p~~rsonal, tangible or intangible, at any time forming a part of my estate in ~~ny manner and on such terms and conditions as my personal representative shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. 1 (h) To compromise claims without court approval includv:~g, but not limited to, ,~ any controversies with the United States of America or the Commonwealth ~~ `~ of Pennsylvania concerning .estate and inheritance taxes on any interests that ~~ may pass under this my Last Will and Testament. rJ (i) To distribute in cash or in kind upon any division or distribution of my ~~~ estate. ~~~ ~ To undertake an and all acts deemed necess and ro er b m ersonal ~) Y ~' p~ p Y Y p ~~ ~ ~' ~ representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers ilz the management of my estate which any individual could exercise in the management of simila~~ property owned in his own right, upon such terms and conditions as to hirn, her or it may seem best and to execute and deliver all instt-uments and to d.o all acts which he, she or it deems necessary or proper to carry out the puuposes of this, my Last Will and Testament. 5 of 9 EIGHTH All property under tines Will shall pass as though my wife predeceased me. If any other beneficiary should die within sixty (60) days after my death, he or she shall be deemed to have predeceased ime for all purposes lneretunder. NINTH No interest of any beneficiary of my estate, either in income or in principal, shall be ~~~- ' Q fer in aln nnanner nor shall an ~~ subject to anticipation or pledge, assi~lument, sale or trans y Y ~a beneficiary leave the power in any maluler to charge or enctumber his interest either in income or principal, nor shall the interest of any beneficiary, while in: the possession of my personal representative, be subject to liability for such beneficiary. ~~ TENTH ~~~r _,\ . I direct that my executor or executrix, trustee, or guardian herein named shall not be required to give or post bond for the faithful performance of their duties in any jurisdiction. ELEVENTH I nominate, constitute and appoint imy beloved children, CRAIG DAVID KURTZ, and KAREN KURTZ WEYL, as personal representatives of this my Last Will and Testament. In the event that either of therm is deceased, unable or uir~villing to serve or shall cease to seine for any reason whatever, then the other one shall act alone. I direct that my personal representative shall not be required to give or post bond for the faithful performance of leis, her or its duties in this or any other jurisdiction. 6 of 9 TWELFTH l ~~p ~~ ~~; l ~~ 4 ~, U ~`'\ I hereby declare it to be my expressed desire that my person~~l representative(s) employ the law firm of Stephanie E. Chertok, Esquire, of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the adminisl:ration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and U~ ^i da of /~ ~r~ ~~ 2008. Testament this :~, ~ Y ~ _- WITNESS: :~ / A 1 ~~ sue.-i,ti`~ ~e-~- f~ _ ~-~ G v ROBE}ZT LEEK TZ 7of9 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : ~~ ~ ~ \ a ~~F r ~' . \ ~~ ti `~~ COUNTY OF CUMBERLAND SS I, ROBERT LEE KURTZ, the testator whose naive is signed to the attached or foregoing instrument, having been duly qualified according to law, do~ hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the pur~-oses therein expressed. . ,~ , ROBERT LEE KURTZ ~ Sworn or affirmed and acknowledged before me by ROBERT[' LEE KURTZ, the testator, this ~~~ day of ~~~~-~ , 2008. ,~ ! /' ~ ~ ~ t// ~ ~ ~ .f......._._.. ~.. 3- ~i~T'i`i ry!_.S: ~: 1_^I ~Y~ F;.i i_[ Cr `'s :.~ ~'tr•1 _ ~4~j~~sr..i.f~:i!..s;c:?.-F:F ~••~'.~iC:.": %_iC?~. ~~t %i1 ~ Ic:..a.i„ :i ;i ~s~.ce~~ ~5~-~;:~s_~x-.rte y:z--~. =._~~ - - - =.~i: 8 of 9 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND We,,~~~'~.%r ,~ J_ ~ ~-~~~" d V i,~~~.LI ~ . / ~~?r1~~ e witnesses whose names are ,~-- _~. attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his zee and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses and that to the best of our ' ~ Q tator was at the time 18 or more years of age, of sol~nd mind and under no ~~~ knowledbe, the tes ~, constraint or undue influence. 1 ~~ -~- ,~ .~ ~ ~ ~~ ~- ~- ,~ ^~, l~:. _,, ~ ~~ L ed and subscribed before me b ~~ 1~~, ~.~~~ ~ ?~ ~ and Sworn or affirm Y ~, ~ ~, ~~ ~} : ~ this ~~' day of ~~-~~; , 2008. ` ~ C c.~ ,~ .. ,,~,~ r" tJ;.~t iir r ~'~,_i "' :"~.^~i ~\1(~a°~} jr i',..,:.. i5:_ ~t 9 of 9 Cwmberland County Pennsylvania TAX COLLECTOR COPY -RETURN WITH PAYMENT FOR PROPER CREDIT KURTZ, ROBERT L 555 OLD MILL RD CARLISLE, PA 17015-8944 555 OLD MILL ROAD Acres 94.480 Deed: 0029V-00855 LOT3 PB42PG30 Agricultural With Building Payable To: PAMELA BURKHOLDER, TAX COLLECTOR 518 BURGNERS ROAD CARLISLE, PA 17015-7704 Phone: (717) 258-6492 Bill No: 414 Bill Date: 3/1/10 Control No: 14000228 MAP NO: 1405-0419-009 Assessed Value: Preferred Land: 42,230 Improvement: 101,060 Total: 143,290 Discount Face Penalty COUNTY R/E 2.39900 $336.87 $343.75 $378.13 COUNTY LIB .18000 $25.27 $25.79 $28.37 MUNIC. R/E .12000 $16.85 $17.19 $18.91 MUN FIRE PROTC .06000 $8.43 $8.60 $9.46 TAX AMOUNT DUE If Date Of Payment Is On $387.42 $395.33 3/1/10 thru 4/30/10 5/1/10 thru 6/30/10 $434.87 7/1/10 or Later Payable To: PAMELA BURKHOLDER, TAX COLLECTOR Office Hours: MAR&APR MON 1-5 WED 9-12 & 2-5 Bill No: 414 518 BURGNERS ROAD THURS 9-12 MAY-JUNE MON 10-2 OR BY Bill Date: 3/1/10 CARLISLE, PA 17015-7704 APPOINTMENT; CLOSED 3/1'7,18,22 & 5/31 Control No: 14000228 Phone: (717) 258-6492 PHONE (717) 258-6492 MAP N O: 1405-0419-009 Desc: 555 OLD MILL ROAD Acres 94.480 Deed: 0029V-00855 LOT 3 PB 42 PG 30 Agricultural With Building i iiiiii ii~ii iiiii iiiii iiii~ iiii~ iiiii iiiii iiii iii $1.00 FEE FOR ADDITIONAL RECEIPTS Tax Payer: KURTZ, ROBERT L 555 OLD MILL RD Assessed Value: Preferred Land: 42,230 Improvement: 101,060 Total: 143,290 Discount: Face Penalty COUNTY R/E 2.39900 $336.87' $343.75 $378.13 COUNTY LIB .18000 $25.27 $25.79 $28.37 MUNIC. R/E .12000 $16.85 $17.19 $18.91 MUN FIRE PROTC .06000 $8.43 $8.60 $9.46 TAX AMOUNT DUE If Date Of Payment Is On $387.42 $395.33 3/1/10 thru 4/30/10 5/1/10 thru 6/30/10 $434.87 7/1/10 or Later CARLISLE, PA 17015-8944 TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS ~ • • - ~ ~ , ~ • : + • PAMELA BURKHOLDER, TAX COLLECTOR 51,8 BURGNERS ROAD CARLISLE, PA 17015-7704 RETURN SERVICE REQUESTED OFFICIAL COUNTY<MUNICIPAL TAX BILL KURTZ, ROBERT L ~~•,~t 555 OLD f1ILL RD -~'±rs CARLISLE, PA ],7015-8944 87110 - 39417 87110-R-39417 Cumberland County Pennsylvania TAX COLLECTOR COPY -RETURN WITH PAYMENT FOR PROPER CREDIT . KURTZ, ROBERT L 555 OLD MILL RD CARLISLE, PA 17015-8944 298 NORTH MOUNTAIN ROAD Acres 57.580 Deed: 0033V-00789 2 TRACTS APPROX 57 ACRES Agricultural With Building Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 17241 Phone: (717) 776-5065 Bill No: 575 Bill Date: 3/1/10 Control No: 43000199 MAP NO: 43-04-0387-025 Assessed Value: Preferred Land: 31,430 Improvement: 63,600 Total: 95,030 Discounfi Face Penalty COUNTY R/E 2.39900 $223.42 $227.98 $250.78 COUNTY LIB .18000 $16.77 $17.11 $18.82 MUNIC. R/E .21128 $19.68 $20,08 $22.09 TAX AMOUNT DUE If Date Of Payment Is On $259.87 $265.17 3/1/10 thru 4/30/10 5/1/10 thru 6/30/10 $291.69 7/1/10 or Later Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR Office Hours; TOES 5PM-8PM; THURS 11AM-SPM Bill No: 575 650 MOHAWK ROAD OTHER DAYS BY APPOINTMENT Bill Date: 3/1/10 NEWVILLE, PA 17241 CLOSED JAN & FEB; CASH OILY AFTER Control No: 43000199 Phone: (717) 776-5065 12/15/10 MAP N 0: 43-040387-025 PHONE (717) 776-5065 Desc: 298 NORTH MOUNTAIN ROAD Acres 57.580 Deed: 0033V-00789 2 TRACTS APPROX 57 ACRES Agricultural With Building I Illlll lllli IIIII 11111 Iliil lilll IIIiI illllIll/ IIII $1.00 FEE FOR ADDITIONAL RECEIPTS Tax Payer: KURTZ, ROBERT L Assessed Value: Preferred Land: 31,430 Improvement; 63,600 Total: 95,030 Discount Face Penalty COUNTY R/E 2.39900 $223.42 $227.98 $250.78 COUNTY LIB .18000 $16.77 $17.11 $18.82 MUNIC. R/E .21128 $19.68 $20.08 $22.09 TAX AMOUNT DUE If Date Of Payment Is On $259.87 $265.17 3/1/10 thru 4/30/10 5/1/10 thru 6/30/10 $291.69 7/1/10 or Later 555 OLD MILL RD CARLISLE, PA 17015-8944 TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS ~ ~ ~ - ~ - ~ ~ • : ! • SHIRLEY J ARh10LD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 1,7241, RETURN SERVICE REQUESTED ~~ OFFICIAL;COUNTY`MUNICIPAL~TAX BILL': KURTZ, ROBERT L ;~~~~t 555 OLD MILL RD N ~. { CARLISLE, PA 1,7015-8944 a~i ~o - saz>> 87110-R-38211 Cumberland County Pennsylvania TAX COLLECTOR COPY -RETURN WITH PAYMENT FOR PROPER CREDIT KURTZ, ROBERT L 555 OLD MILL RD CARLISLE, PA 17015-8944 NORTH MOUNTAIN ROAD Acres 24.700 Deed: 00194-00702 LAND APPROX 25 ACRES Vacant Land Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 17241 Phone: (717) 776-5065 Bill No: 576 Bill Date: 3/1/10 Control No: 43000200 MAP N O: 43-04-0387-026 Assessed Value: Preferred Land: 2,770 Improvemen~r: 0 Total: 2,770 Discount Face Penalty COUNTY R/E 2.39900 $6.52 $6.65 $7.32 COUNTY LIB .18000 $0.49 $0.50 $0.55 MUNIC. R/E .21128 $0.58 $0.59 $0.65 TAX AMOUNT DUE If Date Of Payment Is On $7.5:a 3/1/10 thru 4/30/1 ~) $7.74 5/1/10 thru 6/30/10 $8.52 7/1/10 or Later Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR Office Hours: TUES 5PM-BPM; THURS 11A~JI-5PM Bill No: 576 650 MOHAWK ROAD OTHER DAYS BY APPOINTM'~.NT Bill Date: 3/1/10 NEWVILLE, PA 17241 CLOSED JAN & FEB; CASH ONLY AFTER Control No: 43000200 Phone: (717) 776-5065 12/15/10 MAP N 0: 43-04-0387-026 PHONE (717) 776-5065 Desc: NORTH MOUNTAIN ROAD Acres 24.700 Deed: 0019400702 LAND APPROX 25 ACRES Vacant Land 111111 IIIII IIIII IIIII IIIII IIIII Illll IIIII IIII IIII $1.00 FEE FOR ADDITIONAL RECEIPTS Tax Payer: KURTZ, ROBERT L Assessed Value: Preferred Land: 2,770 Improvement: 0 Total: 2,770 Discount Face Penalty COUNTY R/E 2.39900 $6.52 $6.65 $7.32 COUNTY LIB .18000 $0.49 $0.50 $0.55 MUNIC. R/E .21128 $0.58 $0.59 $0.65 TAX AMOUNT DUE If Date Of Payment Is On $7.59 3/1/10 thru 4/30/10 $7.74 5/1/10 thru 6/30/10 $8.52 7/1/10 or Later 555 OLD MILL RD CARLISLE, PA 17015-8944 TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS + ~ ~ - ~ ~ , ~ e : • e SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 1,7241, RETURN SERVICE REQUESTED KURTZ, ROBERT L ~i•~• 555 OLD MILL RD N `•-~j CARLISLE, PA 1,7015-8944 87110 - 38212 87110-R-38212 „Cumberland County Pennsylvania TAX COLLECTOR COPY -RETURN WITH PAYMENT FOR PROPER CREDIT KURTZ, ROBERT L 555 OLD MILL RD CARLISLE, PA 17015-8944 NORT!1 MOUNTAIN ROAD Acres '~ 6.000 Deed: 0034M-00578 LAND APPROX 16 ACRES Vacant Land Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 17241 Phone: (717) 776-5065 Bill No: 573 Bill Date: 3/1/10 Control No: 43000172 MAP N 0: 43-040387-009 Assessed Value: Preferred Land: 1,500 Improvement; 0 Total: 1,500 Discount; Face Penalty COUNTY R/E 2.39900 $3.5::~ $3.60 $3.96 COUNTY LIB .18000 $0.26 $0.27 $0.30 MUNIC. R/E .21128 $0.31 $0.32 $0.35 TAX AMOUNT DUE If Date Of Payment Is On $4.10 3/1/10 thru 4/30/10 $4.19 5/1/10 thru 6/30/10 $4.61 7/1/10 or Later Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR Office Hours: TUES SPM-BPM; THURS 11AM-5PM Bill No: 573 650 MOHAWK ROAD OTHER DAYS BY APPOINTMENT Bill Date: 3!1/10 NEWVILLE, PA 17241 CLOSED JAN & FEB; CASH OPJLY AFTER Control No: 43000172 Phone: (717) 776-5065 12/15/10 MAP N O: 43-040387-009 PHONE (717) 776-5065 Desc: NORTH MOUNTAIN ROAD Acres 16.000 Deed: 0034M-00578 LAND APPROX 16 ACRES Vacant Land I (IIIII IIIII VIII IIIII VIII IIIII VIII IIIII (III (III $1.00 FEE FOR ADDITIONAL RECEIPTS Tax Payer: KURTZ, ROBERT L Assessed Value: Preferred Land: 1,500 Improvement: 0 Totaf: 1,500 Discount Face Penalty COUNTY R/E 2.39900 $3.53 $3.60 $3.96 COUNTY LIB .18000 $0.26 $0.27 $0.30 MUNIC. R/E .21128 $0.31 $0.32 $0.35 TAX AMOUNT DUE If Date Of Payment Is On $4.10 3/1/10 thru 4/30/10 $4.19 5;1/10 thru 6/30/10 $4.61 7/1/10 or Later 555 OLD MILL RD CARLISLE, PA 17015-8944 TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS ~ ^ ^ - ~ ~ ^ . : ~ • SHIRLEY J ARMOLD, TAX COLLECTOR 65~ MOHAWK ROAD NEWVILLE, PA 17241 RETURN SERVICE REQUESTED OFFICIAL COUNTY MUNICIPAL-TAX BILL- KURTZ, ROBERT L •.i•~~ 555 OLD MILL RD N ,~ CARLISLE, PA 17(71,5-8944 87110 - 38185 87110-R-38185 „Cumberland County Pennsylvania TAX COLLECTOR COPY -RETURN WITH PAYMENT FOR PROPER CREDIT KURTZ, ROBERT L 555 OLD MILL RD CARLISLE, PA 17015-3944 NORTH MOUNTAIN ROAD Acres 15.000 Deed: 0026T-00317 LAND APPROX 15 ACRES Vacant Land Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 17241 Phone: (717) 776-5065 Bill No: 577 Bill Date: 3/1/10 Control No: 43000262 MAP N0: 43-040387-062 Assessed Value: Preferred Land: 1,410 Improvement: 0 Total: 1,410 Discount Face Penalty COUNTY R/E 2.39900 $3.31' $3.38 $3.72 COUNTY LIB .18000 $0.2~I• $0.25 $0.28 MUNIC. R/E .21128 $0.2~~ $0.30 $0.33 TAX AMOUNT DUE If Date Of Payment Is On $3.84 3/1/10 thru 4/30/1C- $3.93 5/1/10 thru 6/30/10 $4.33 7/1/10 or Later Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR Office Hours: TOES SPM-BPM; THURS 11AN1-5PM Bill No: 577 650 MOHAWK ROAD OTHER DAYS BYAPPOINTME:NT Bill Date: 3/1/10 NEWVILLE, PA 17241 CLOSED JAN & FEB; CASH ONLY AFTER Control No: 43000262 Phone: (717) 776-5065 12/15/10 MAP N O: 43-04-0387-062 PHONE (717) 776-5065 Desc: NORTH MOUNTAIN ROAD Acres 15.000 Deed: 0026T-00317 LAND APPROX 15 ACRES Vacant Land I IIIIII ~II~I VIII ~IIII VIII Mill II~I~ Iili~ IIII i~~l $1.00 FEE FOR ADDITIONAL RECEIPTS Tax Payer: KURTZ, ROBERT L 555 OLD MILL RD Assessed Value: Preferred Land: 1,410 Improvement: 0 Total: 1,410 Discount Face Penalty COUNTY R/E 2.39900 $3.31 $3.38 $3.72 COUNTY LIB .18000 $0.24 $0.25 $0.28 MUNIC. R/E .21128 $0.29 $0.30 $0.33 TAX AMOUNT DUE If Date Of Payment Is On $3.84 3/1/10 thru 4/30/10 $3.93 5/1/10 thru 6/30/10 $4.33 7/1/10 or Later CARLISLE, PA 17015-8944 - -. .. .. - .. - a.. - -. .-. -..- TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS ~ • • - ~ ~ - i • • : , • SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 1,7241, RETURN SERVICE REQUESTED 'OFFICIAL COUNTY MUNICIPAL TAX BILL KURTZ, ROBERT L m ~~zF 555 OLD MILL RD ~•'~~ CARLISLE, PA ],7015-8944 87110 - 38271 87110-R-38271 ~~Cumberland County Pennsylvania TAX COLLECTOR COPY -RETURN WITH PAYMENT FOR PROPER CREDIT KURTZ, ROBERT L 555 OLD MILL RD CARLISLE, PA 17015-8944 NORTH MOUNTAIN ROAD Acres 7.310 Deed: 0024Y-00041 LAND APPROX 7 ACRES Vacant Land Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 17241 Phone: (717) 776-5065 Bill No: 574 Bill Date: 3/1/10 Control No; 43000175 MAP NO: 43-04-0387-011 Assessed Value: Preferred Land: 690 Improvement: 0 Total: 690 Discount Face Penalty COUNTY R/E 2.39900 $1.63 $1.66 $1.83 COUNTY LIB .18000 $0.12 $0.12 $0.13 MUNIC. R/E .21128 $0.15 $0.15 $0.17 TAX AMOUNT DUE If Date Of Payment Is On $1.90 3/1/10 thru 4/30/10 $1.93 5/1/10 thru 6/30/10 $2.13 7/1/10 or Later Payable To: SHIRLEY J ARMOLD, TAX COLLECTOR Office Hours: TOES 5PM-8PM; THURS 11ANI-5PM Bill No: 574 650 MOHAWK ROAD OTHER DAYS BYAPPOINTME:NT Bill Date: 3/1/10 NEWVILLE, PA 17241 CLOSED JAN & FEB; CASH OI~LYAFTER Control No: 43000175 Phone: (717) 776-5065 12!15/10 MAP N O: 43-040387-011 PHONE (717) 776-5065 Desc: NORTH MOUNTAIN ROAD Acres 7.310 Deed: 0024Y-00041 LAND APPROX 7 ACRES Vacant Land 111111 IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII Ili! $1.00 FEE FOR ADDITIONAL RECEIPTS Tax Payer: KURTZ, ROBERT L Assessed Value; Preferred Land: 690 Improvement: 0 Total: 690 Discount Face Penalty COUNTY R/E 2.39900 $1.63 $1.66 $1.83 COUNTY LIB .18000 $0.12 $0.12 $0.13 MUNIC. R/E .21128 $0.15 $0.15 $0.17 TAX AMOUNT DUE If Date Of Payment Is On $1.90 3/1/10 thru 4/30/10 $1.93 5/1!10 thru 6/30/10 $2.13 7/1/10 or Later 555 OLD MILL RD CARLISLE, PA 17015-8944 TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS • ~ ~ - ~ = • ~ ~ = • • = SHIRLEY J ARh14LD, TAX COLLECTOR 650 MOHAWK ROAD NEWVILLE, PA 1,7241, RETURN SERVICE REQUESTED KURTZ, ROBERT L ~i•~t 555 OLD t1ILL RD ~~ CARLISLE, PA 1701,5-8944 67110 - 38188 87110-R-38188 ,, , Page 1 of 1 Andrew J. Bender From: "Weyl, Karen" <K_Weyl@facilities.udel.edu> To: "'Andrew Bender"' <ajbender.law@gmail.com> Cc: "'Craig and Brenda"' <cdk0411 @verizon.net> Sent: Monday, December 06, 2010 2:08 PM Attach: SKMBT_C28010120310120.pdf Subject: Robert L. Kurtz Stock confirmation/value as of 3/8/2010 DOD Andy: Below is info on attached stocks, Cumberland Valley Cooperative Association. From: Merle Harnish [mailto:cvcooperative@pa.net] Sent: Monday, December 06, 2010 2:04 PM To: Weyl, Karen Subject: RE: Robert L. Kurtz Stock confirmation/value as of 3/8/2010 DOD Karen, Thank you for your follow up phone cal(.. Our records indicate that: 1> Certificate # 7264, for 1 share of Preferred Stock, was redeemed by Cumberland Valley Cooperative as part of a Preferred Stock recall on 8/28/06. 2> Certificate # 4446, for 1 share of Common Stock, was redeemed at the same time. Robert was retired and no longer purchasing from the Cooperative. Law requires that we redeem Common Stock if the patron does no business uvith the Cooperative for a period of 1 year. 3> Certificate # 11784, for 9 shares of Preferred Stock, is still outstanding. Valuation of all stock is $10.00 per share at any time, so valuation at the time of Robert's death would be $10 ~~er share, of a total of $90.00 Cooperatively, Merle Harnish, Controller Cumberland Valley Cooperative Association From: Weyl, Karen [mailto:K_Weyl@facilities.udel.edu] Sent: Friday, December 03, 2010 9:18 AM To: 'cvcooperative@pa.net' Cc: 'Kurtz, Craig D (TASC)'; 'CandB Kurtz' Subject: Robert L. Kurtz Stock confirmation/value as of 3/8/2010 DOD Merle: Per this mornings conversation, please see attached copies of stocks that appear to have been owned by my father, Robert L. Kurtz. We are looking for the value of any stocks owned by him at the date of his death, March 8, 2010. Given we are attempting to settle estate by December 9, 2010,if possible, please process this request asap. Thanks. Karen Kurtz Weyl Financial Analyst 1743 Holdings, LLC supporting the University of Delaware 302-831-7503 (Phone) 302-831-7511(Fax) 12/8/2010 ACNB ~Iistorical Prices ~ ACNB Corporation Stock -Yahoo! Finance http://finance.yahoo.com/q/hp?s=ACNB&a=02&b=8&c=2010&d=0... Hi, Andrew Sign Out Help Previevr Mail w! Toolbar Yahoo! Mail (}~ € Search r Web Search Oow 1 1.24% Nasdaq ~ 0.87% NEWT HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES GET QUOTES Finance Search ACNB Corp. (ACNB) ACNB Wed, Jun 1, 2011, 10:'.i6AM EDT- US Markets close in 5 hrs and 3 mins on May 31:15.99 0.00 (o.oo%) Historical Prices Get Historical Prices for: ' € i GO Set Date Range ..._......_.. ,______, :....~.__..._... ~~; Daily Start Date: Mt3r .8 _2010 Eg. Jan 1, 2010 ~; Weekly End Date:: Mar $ 2010 _': Monthly ' -- ~- ~;;; Dividends Only :Get Prices r Prices Date Open High Low Close Mar 8, 2010 12.94 12.95 12.94 12.95 ' Cbse price adjusted for dividends and splits. y'? Download to Spreadsheet Currency in USD. First ~ Previous ~ Next ~ Li3st VOIUme Adf CIoSE'.' 1,200 12.15 First ~ Previous ~ Next ~ La3st Copyright m 2011 Yahoo! Inc. AJI rights reserved. Pr;vacy Policy - Abo~~t Cur , ds -Terms of Serrice - CopyTight,'IP Policy -Send Feedback - Yat100 ~ NeW S NetW Ork Quotes are real-tine for NASDAQ, NYSE, and AmexSee also delay Gmes for other exchanges. All information provided "as is"for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable far any informational errors, incompleteness, or delays, or (or any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. Real-Time continuous streaming quotes are available through our premium service. You may tum streaming quotes on or off. Fundamental company data provided by Capital A. F6storical chart data and daily updates provided by Commodity Systems, Inc. (CSrj. Nternational historical chart data, daily updates, fund summary, fund performance, dividend data and Morningstar Index data provided by Mamingstar. Inc. 1 of 1 6/1/2011 10:56 AM ~s ` JPMorgan Chase Bank, N.A. P.O. Box 64504 St. Paul, MN 55164-0504 www.adr.com/shareholder January 12, 2011 ALLIED ATTORNEYS OF CENTRAL PENNSYLVANIA ATTN: ANDREW J BENDER 61 WEST LOUTHER STREET CARLISLE PA 17013 Regarding: FINANCIAL CONFIRMATION Dear ANDREW J BENDER, Total Share Balance on 03/08/2010: 49 Closing Price per Share on 03/08/2010: $ 14.28 Ticker Symbol for the Company is: STD It is exchanged or traded on: NYSE Account Number: 7000428933 Registration: ROBERT L KURTZ Creation Date: 01/21/2005 Issue Name of Stock: BANCO SANTANDER CAP Request Number: 8780790 ID Number: PP27948 WFType: CO Please note that as a transfer agent, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our Shareowner Relations Department at 1-800-990-1135. Sincerely, Shareholder Communications Enclosures: Historical Quotes: Charting: Tools for Looking Up a Secw-ity's Exact C1... http://bigcharts.marketwatch.com/historical/default.asp?detect=l&sym... ~• More ~ Enter Keyword(s) SEARCH `e,* .Char#s It ~s`rKe cF Martet~Matctr Banco Santander SA Monday, March O8, 2010 Closing Price' 14.28 Open: 14.35 Hio_h: 14.41 Low: 14.21 Volume: 5, 342,176 Go To Charting ~~' ~ "--C'i Enter Sgm6°f,~Xayrvords: ~- GtabarStrrrnat Leek°p l ~ I ~ . r , t. Home Quotea Newa ; tntfusiries ? MarKets ' NistorlcalQuotea BigRepart's`i ®AdvancedTools PremiumPraducts This hfistorical Ouotes tool allows you to look up a securit~/s exact closing price. 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Where Small Business-' has a Big ~~olce. W S J. c om/s m a Ilb u s in es s ?! h.,.. Why Paylvbre? S~vftch to Free S50K Practice OptionsHause. Account Home I About ~ Job Opportunities I Contact Us I Feedback ~ Hop Copyright m 2011 MarketWatch, Inc. All rights reserved. By using this site, you agree to the Terms of Use and Privacy Policy (updated 4/3103). Intraday Data provided by Thomson Reuters and subject to terms of use. Historical and current end-of-day data provided by Tftomson Reuters. Intraday data delayed per exchange requirements. Dow Jones Indexes (SWp from Dow Jones ~ Company, Inc. All quotes are in local exchange time. Real time last sale data provided by NASDAQ. More information on NASOAO traded symbols and their current financial status. Intraday data delayed 15 minutes far Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones & Company, Inc. SEHK intraday data Is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. 1 of 1 1/19/2011 10:23 AM ,« • ~~~lll?S ~t1C~~0il ~?~i'~iC~ 11129/i0 9015 Molly Pitcher Hwy. Shippensburg, Pa 17257 Andrew (717} 532-5382 ~~yraisal' for the .~R~al ~st~-te of Robert ~.1~~~t~ 1. Farman 656 diesel, hydro. tractor .................................................... $5,100.00 2. Farma1170f diesel tractor .............................................................. 3,200.00 3. Farman 544 gas tractor ..................................................................3,050.00 4. Farman Super "H" tractor wl loader ........................................ . .......... 1,054.40 5. Farman Super "~" tractor w/ cultivators ............................................... 800.00 6. Farman. 230 tractor ........ ............................................. . ................. 1,840.00 7. Farrn.all "BN" tractar ...................................................................... 475.00 S. Bobcat 763 skid. loader ...................................................................6,900.00 9. ~. 972 :Teep (not running} ....................................................... , ........... , 225.00 10.1979 Chevy pickup (no inspection} ....................................................... 375.00 11. Homemade stock trailer . ........... . .......... . ..........................................400.00 12. 16' tandem axle flat trailer ................................................................. 850 00 13. wood Miser portable sawrnili ............................. . ............................ 4,500.00 14. Hesston 1095 haybine .:....... ................................................ , ....... 2,350.04 15. N.H. 26' elevator ..............:...................... . ............... ,...................... 325.00 16. N.H. 258 hay rake ..... ................................................_........,,....... 1,150.00 17. N.H. 256 hay rake ......... ........................................... ,..... , ................ 850.00 l 8. N.H. 271 hay baler w/ chute .......... . . . . . .............................................1,250.00 19. ~.H. 100 dyna-bal. mower . ................................................................ 200.00 20. N.I. ground drive manure spreader ...................................................... 250.00 21. 3 pt. scraper blade ......................................................................... 1.50.00 22. I.H.. 2-ro~~r corn planter ..................................................................... 75.00 23. LI-L 3-bot. plow ........ _ ................................. . .................................. 325 00 24. LH. 8' disc harrow . ..................... , ............... , ...................... , ..:........ 250.00 25. Brillion cultipacker . ................................................ ,.............. _ ...... 270.00 26. 4 flat wagons ............. . ............................................. ,.....$225.00 x 4 - 900.00 27. Leyland :fert. spreader ......................................................................200.00 28. Small farm trailer ......... .................................................................. 100.00 29. Table saw ........... ................................................ . ... . ...................... 65.00 30. Drill press .................................................................................... 114.00 31. Bal. misc. shop tools ...................................... . .............................. 1,300.00 32. Misc. small farm items ................ -----_... .................•----...,............... SSO.QO 33. Approx. 75(3bales timothy/Brome hay ................................................. 2,050.00 34. Misc. rough cut lumber ...... ..: ..........................................................275.00 35. Butcher equip. kettles, saws, stu~ers, etc.} ............. ......850.00 $42,~10.Ut3 ~4~tdrew ~Inriin :~'t~, Auctioneer # Z~'Zb~ ~ ~1AY-05-2©11 14 ~ D2 TALC I hiC P. ~1iC~.1 Insr~red; Kurtz, Robert L. ~TATEIV.~~NT OF LOSS Location; 555 Old Mill Rd., Carlisle, PA I70I3 Date of Lass: 3/$/1 ] File No.: 1 Q-111 S-F ~S~.TRANC~: Type of Policy: FO.3 Falicy Amount: $133,000.00(Cav.A) I~edt~ctible: $250.00 VALUE LASS CLAIM Cover€~ge A - Dwelling involved is a 1 % story frame dwelling with standing seam metal roof and vinyl siding and an attached garage Replacement estimate by Steve Varner Please refer to enclosed itemized estimate 'total cost $215,500.00 (Allowance by Ad~ustcr) Total debris clean up 15,0OO.Oa $230,500.00 Less depreciation 21,55.00 Actual cash value $205, 950.00 Limit as per policy $133,000.00 Inflation an~aunt 2 145.00 $135,145,00 Coverage C' -Personal PropeY`ty Estimated value I.,r~ss as Determined (Inventory submitted by insured's children} Page 1 through 17 $136,115.00 (Allowance by insured) Debxis ren1oval 2,500.00 $138,615.00 Less depredation 27223.00 $111,392,00 Policy limit $93,100.00 Plus inflation arnaunt 1,502.0() $94,602.00 $135,145.00 $94,602.00 VALUIJ, LOSS, CLAIM $208,950.00 $150,000;00 $358,950.00 $320,342.00 $229,747.00 $20$,950.00 $111,392.00 TOTAL P. G1 .~ • GA I1~YE]~S ~-.I~JIT~TI~EI®TT C®., II®TC. Apri121, 2011 Mr. Craig Kurtz 1635 Nathan Lane Herndon, VA 20170 Dear Mr. Kurtz: d34 PINOLA ROAD S~PIIPPENSBUItG> PA 1727 PHONE: 7l 7-532-8686. F'AX: 717-532-3327 E. MAIL gamyersinc(a~embargmail.com ~Ve have enclosed a Proof of Loss form and a Subrogation Receipt form in refE;rence to the theft at your father's property. The total amount you can collect through tl~e policy is $3,682.50. 'S~Ve have enclosed a copy of the inventory you supplied to us earlier showing the original amounts a~ld the depreciation taken. The enclosed Proof of Loss and Subrogation Receipt need to be signed in the presence of a notary by both you and your sister. Once that has been done, return the forms to our off ce so v/c can forward them onto the company for payment. If you have any questions, please do not hesitate to contact our office. Yo rs very truly, Gregory A. My s G. A. Myers Adjustment Cc-.; Inc. GAM/knib Enclosures cc: Goodville Mut. Ins. Co. Miller Ins. Assoc., Inc. 1 Windows Live Hotmail Print Message .~ . FW: April Electric Bill from: U~~yl, ~Saren (K VVeyl@facilities.udel.edu) Sent: VVed 11/10/10 7:23 AM r o: 'schnae@hotmail.com' (schnae@hotmail.com) Fro€~n: Craig and Brenda [mailto:cdl<0411@verizon.net] Sin#: Wednesday, November 10, 2010 7:23 AM To: Weyi, Karen Cc: CRAIG.KURZZ@tasc.com S~bj~t~: April Electric Bill ---- Original Message ----- From: ~damselectriccoop(a~adamsec.com To: cdk0a11(~verizon.net Sent: Wednesday, April 21, 2010 9:21 PM Subjec#: Your utility payment has been submitted Page 1 of 2 ti~Te acl~ZO~vledge that a payment was submitted. Please be advised that payments may not appear on your account for up to one business day . You tivill be contacted if the payment is not successfitlly processed. Payment `z-as received through our Web payment system for the following: Customer: 49963575 Total Amount: $127.05 Name: ROBERT L KURTZ EST Payment Transaction ID: 163064 Account Number: 2050200401 Type Service: COOP Payment Amount: $~-2.16 Service Location: 198 MOUNTAIN RD NE~WILLE. Customer: ROBERT L KURTZ EST Payment Transaction ID: 163064 Account Number: 2051400700 Type Sei-~-ice:. COOP Payment Amount: $84.89 Service Location: 555 OLD MILL RD CARL, Customer: ROBERT L KURTZ EST :~uthari~atian ~©c~e: 163~Db=~ lzttp://by 150w.bay l 50.mail.live.com/mail/PrintMessages.aspx?cpids=5c5da11 a-ecc5-1 l d... 11/10/?O10 _ _ _ _. __ ~..-- Windows Live Hotmail Print Message Page 2 of 2 + .,r Transactio~t ID: 163064 Payment Date: `~ednesday~, April 21, 2010 10:1:12 PSI EDT This e-mail message; including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. 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