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Home My WebLink About95-0259zi -q5-azsq This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. Auc i s 2007 Date Y ! ~ Fran eropoli, ' act Division of Vital Records P.O. Box 1528 New Castle, PA 16103 C14505 rlws-1v1`:'T 3 #8C COMMONVYEALTH Of PENNSYLYAlW1 • DEPARTMENT OF HEALTH • VITAL RECORDS n.E~wAIT ~~ FD ~~~ 03/10/95cjo CERTIFICATE OF DEATH savePaaR M PeRralenr euac aac W 7758 oAreaPOeaRUrAnD.A'+n NAMEO~ya~""0"`"q ~"FerTlale ~ _ ,- : a. A(iE1LYr BtneAM IBIDER1 vEM uNDEAIDAY aJeaP Baml BIRINPt,lta lavAe yuccas DEA7RICMa•rN •ns-z»:r•cw.•nalw.uM Aw•r Dq• Ilor• I Yrr. Ddl~ikAE`l!'" srr°`°'°'°°""» nosvmLL onlclc ~ r,. 1809 Adams C~rKY. PA M+r+ ^ ERId~AIr,• ^ DDA ^ a~'r'°.. (,~ n..e.•o. D tso~.cM ^ a s. COIINIY OFOFFN CRY.Ba110.M-aF OERM RIL1LIfYYYAEpnr ir111l~on. pw rM rM n•n•rl WA8 OP 1116'/111aCORKYM RACE-Arrkr rClw Bra.YY1Y,AI6 i Y.L^!` r.l7ar...waraYl.o. Cumberland ~~" ~~~e 1 S Middleton '""'r`^""°"'°~"4 ~ 1L DEausuALOCCUPIVIOn IDYDaPaualYESSnRDUSrm DECEDEIrtEVERM aewrxnY YARIPISaaUa-Y•nW SIaWNa/aSPOUBE Yrwr.rwmrWe1••p~•a , •laiY•YrAeaeluA•r~iae ) uaAlrlEO p~•~ °wr RrrYrrawla..a M pl.wo~••rrr,rAr . 1''R~l.~tl~Patl Wr ^ Y• d ~p,,~ n+~s+I ttw ti fa. 4 7 aru~woAaalasacsa.aa+w~.sr..aocmw ~, S. f1. ~ 17a OAr•r•B,r ® `A. c1a„eadarld c~uaw,g, + I.onpedort war . , AC7Wl 7h 9rr q! RealoeYCE ^•~• Ca1Mia, PA ~ ~ CUnlb8fl8rld Mr.w~.ip~ w.aa.e.+w.r sr~AY ~ r`Y'°~`oner 1a YAME~I.1•aOr.Awa•su•r•.I F e i B fy r ar A 1 ~ ~ ~ a M~HDpa3pg ioet! O andnera P 7 314 3~Ci Old S tl al F a MEnlDOas ocDaroslnor ruccoswerosnw-w..ac...l.,ac..Y.dr ~ocaaY-cayb...arlwarcos srrC? c~wlr.D a,m.r~a,.ar.^ « orrrD anrr•+•:+N+ O FBbRlafy 28, 1995 ML Vkbry Claxttl CanMerY SnWh Middlebn Twp., PA 17007 a nw ata a of PINERAI aeRVICE IXi~EOR PER9011ACIWB AB SI1CM a. F5.1111589-L RAYE AYDADDRESSaPFACLffV ~ 501 N. Baltlrrwre Aw., Mt HoNy Sprklgs, PA 17085 arr aa.•rywlr• n•srd•+-r,••reP.arnoaaArer•rarw er,rrgw rAre. uCE1gEMJAIBEn DIRE SgRED rrl.rrerrlrrae.rn rr ilp plrn. ax 1•.q wrra.rw 2i3a rMrrrplweq OEADpAain,Drv.+~l WABCABE REFERRED IONEDICALEwA•NERICORONERI s.,,.,aew•w.w..e..r. °r~im nslrCc'- D Y ~ w. o ~ ° Y. fa. r 3 x a7. PA11T r. Enrrewer•r••. Y~j1•rArrrpMUrnsa•aarr ern. DO nolr•rn.mo•.ae,ra was a rrAr,rwcarrr haA•. IApprr•Y• PAwra: arrwglacr•rarwrraArarerw a• W ml, rr rr•on••afna IYYY•I•IMr nalMVrlirrl•IM~11~Maa~~•~+rrPARf I. rm1• ,ebrl~ I I ~ ~~ ~4 /~t. o~~-Dr ~i ,~ I4 )(?-YR.f~ SC~/lJSr~ ~ ~s~fd n?,c lL'ac~ ~; S'+'GJC' ~ yn e i r Duero AsACORSEauEYCEDPr C~~ arPrrw,rwnalar D arly,rrBllab rrYel•r DUEla pll A$ACORSEOUENCE OF} 1 irN. err IaOBaYala i C I MIYID A~r••t++VY c rime rrr Ol1E lOlaR ASACONSEOUENCE ~: 1 nsigin 4rlq WT a WITS ANAUIOPBV WERE AUIa-BYPBIOag3 MAI'BIER OF OEA7N DATE OF aiIURY TIME aF E1JlIR1' IIMIRY.VWpYf7 DESCRIBE 1101Y KNWT OCGMIRED. PERFOIr1ED'1 AMKABLE PRM]R 70 .a•Y•Wh ~~ NrrAl ~ IIOmICfe• ^ 1•• ^ No ^ ACHer• ^ rr,agr,.rP•oA ^ Y ~p Wi• ^ N•tP.l Yr ^ tb ^ 91ri0~ ^ CwYnot E•ONrm:nA ^ • LOCNION (•Aar C~,Ibnn•SYIM PUCE OFINJIIRY-N nwn•. Mn. m•r. r,fn%aAw •,tlq, wn (SPrNI 2•w M ar. ar. C6P~i1®IIOrCkaiYaW - •c~rtlsnla suralelAn tPnr~ u~M+n wraa..n w,.. rcr~r Pnyc.n nr na.auncr e..n,rocmcrre rm zaI 31alIQURE 7RlEOF 0 ~s1 r.n•r..Iaryrw.l.sB.. arn•xrway.rn•ewWMrr.~w,wr.rrs ..................................................... 1°, a1w ~' ^ 'PRDMOYNCIRD AAW au,IPrrw PRYSICIAr EM n W Y d n ,a L1CERaE M MIBER '[ ~ °`E 9(Y¢IM""~ W" r (j [Jp r, r C. e.. l V~gUr Nqutan. MW 7blr brarYAMwr•a•.ara oo•r,wrBr••r,a.r,rr Prr.•,rerblM eww(•IaM mrxwrrr•re ......................... ^ a ~ ~s0 , ~ /_/ / 7 F6 NAME MID ADDfE33OF PERSON WNO CAI/BEOFDERII tnr• zn rrw d Par 7 .,d fI~ ~ •IaEacu ourr/EwcoRONen ORtM MwaurWUtl•nr+elor invagalrn.rmr•WA+••.a•an oeaunva rlh.nm..er•. •nd Pr••. •na eu.a m.ew••tlra , +, ,q /e . -303 /V. ~ (Y: •Vro:< wYAn•rrraw ......................................~--•--....-.............................,................... ^ PA /70 6~ o ; S L ata / ~ r n r I/ ~ %/ aa. *~~'SSICNUtwE YBER OREFILED WrI J I' z 0 i i ~, ~, REV - 1500 EX a (7-94) D E C E D E N T E R C K P S 0 0 R D E E S T R E C A P I T U L A T I 0 N T A X C 0 M P U T A T 1 0 N - - BE SURE TO ANSWER ALL ON PAGE 2 AND TO RECHECK MATH ~ ~ . .._. _ _.._.._..-- ....... o..., n, nwww.n8 8~ompatryttlg SC 8 s a smsnts, O O O correct and complete. i declare that all real estate has been reported at true market value. Declaration of praparer other than the personal rep esr entatlve Is based on all Info-rmatlon of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN SIGNATURE REPARER OTHER THAN REPRESENTATIVE '~' ~_ ~ software COMMONAW ~pO~FpP NUVANIA HARRIS~~, F'/a~~28-O60E1 50121104 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Kuntz Ora M. SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH 204-C7-7758 02/25/1995 12/08/1906 F A SPOUSALF DEATH AFTER 12/31 1~ CHECK HERE FILE NUMBER 21-95-0259 DENT'S COMPLETE ADDRESS One Longsdorf Way Carlisle, PA 17013 county Cumberland F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FtRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER LXI 1. Original Return 2. Supplemental Return 3. Remainder ReWrn ^ 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82) (for dates of death after 12-12-82) ~ 5. Federal Estate Tax Return Required ~]X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 0 8. Total Number of Safe Deposit Boxes (Attach co of Will) (Attach a co of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Ro er B. Irwin IRWIN, McI{NIGHT & HUGHES TELEPHONE NUMBER 60 West Pomfret ~ejet 717-249-2353 Carlisle PA 17-01 ~ ~;; c 1. Real Estate Schedule A) 1 - 2. Stocks and Bonds (Schedule B) (2) ~ None - 3. Cbsely Held Stock/Partnership Interest (Schedule C) (3) None ~ 4. Mortgages and Notes Receivable (Schedule D) (4) None ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (S ch. E) (6) _ 29,409.21- - 6. Jointly Owned Property (Schedule F) (6) -- None ~ 7. Transfers (Schedule G) (Schedule L) (7) _ _ `J ~ v- ,,-, Non~`~ 8. Total Gross Assets (total Lines 1-7) 9 iI otC.C` ~ ' ~(8) ~'' 72,409.21 . Funeral Expenses, Administrative Costs, Miscellaneous (9) r ' ~ -~-R-R Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 5 227 39 11. Total Deductions (total Lines 9 8, 10) , . r ~, ~y ~ y.Ui (11) ~}9-~- 12. Net Value.of Estate (Line 8 minus Line 11) ~ C>, ~ c, 5 . r y (t2) -5~'b65 }l 13. Charitable and Governmental Bequests (Schedule J) ~- -~ (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) Norie S~ lGy3 /y (14)~ 15 Spousal Transfers (tor dates of death after 6 30 94) ~ See Instructions for Applicable Percentage on page 2. (15) 0 00 X = (Include values from Schedule K or Schedule M ) . 0.00 -- . 16. Amount of Line 14 taxable at 6% rate ~~/ 6~ ~ t y „~ _ r • 3 '3 `'' r / (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15% rate (17) 500.00 X .15 = 75 00 (Include values from Schedule K or Schedule M.) . 18. Principal tax due (Add tax from Line 15, 16 and 17.) (18) 3 `t / `/ • 1/ ~ ~-r 19. Credits/Sp Poverty Prior Payments Discount ~~ Interest 0.00 + 0.00 + 181.54 20. If Line 19 is greater than Line 18, enter the difference on Lin e 20. This is the OVERPA 0.00 (19) 181.54 YMENT. (20) 0 [] Check ftere if ou are:re ue$.tlri ' :a` ieftind ol<: 'oar ova a merit: 0.00 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 3 023 37 A. Enter the interest on the balance due on Line 21A. , . (21A) B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. 0.00 (218) 3 023 37 Make Check Payable to: Rsaister of Wills, Aaent , . 343 Old State Road ------------------------ ----------------------------- ~ardners, PA 17324 IRWIN,_ McKNIGHT & HUGHES ----- ------------- 60 West Pomfret Street, Carlisle, PA I7~I3 AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 DATE ~r/~~4r DATE ~.y/4~' Form (Rev.7-94) Act #48 of 1994 provides for the reduction of the tax rates imposed on ahe: net value of trransfers tD ' the use of the spouse. The rates as prescribed by the statute will be: •3°A (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before- i14/9 •2°~ (.02) will be applicable for estates of decedents dying on or after 111196 and before 1l119T • 1~ (.01) will be applicable for estates of decedents dying on or after 1.11./97 and before 1/1/98 •Spousal transfers occurring on or after 1/1198 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING 61UESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: 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; or . . . . . . . . . . . . .............................. . d. receive the promise for life of efther payments, benefits or care?. .... . 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an 'in trust for' bank account at his or her death? .. . . . .. . . .. .. . ... . . . .. . . . . . . . X X X X X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT 10.S PART OF THE RETURN. CopyNght (c)1894 farm software only CPSystems, loc. e..... ~Cnn ~.._......., REV - 1502 EX + (12-85) COM I N~F~~T}~q~gy~ANIA 'TATE OF SCHEDULE A REAL ESTATE ..., -- FILE NUMBER Ora M. Kuntz SS~~ 204-07-7758 02/25/1995 21 95 0259 (Property jointly owned wfth Rfght of Survivorship must be disclosed on Schedule F) Alt real estate should bs reported at fair mark®t value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to bu or sell, both Navin reasonable knowled a of the relevant facts. ITEM DESCRIPTION VALUE AT DATE NUMBER 1 190 Pine School Road, OF DEATH Gardners, South Middleton Township, Cumberland County, PA; more fully described in Deed Book 15, Vol. "H", Page 506 (appraisal attached) i , .,.,.. . 7v7AL (Also enter on Gne i, Reca iWlation) S 43 000.00 (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 schedule A tfiev. t2-asi REV - 1508 EX + (2-87} SCHEDULE E CASH, BANK DEPOSITS AND COM~Nt~~y4'~xpp~gyLyANIA MISCELLANEOUS II~~'~F~1~j ~~iN" PERSONAL PROPERLY 21-95-0259 Ora M. Kuntz SS~~ 204-07-7758 02/25/1995 (All ro erly 'ointly-owned with Ri ht of Survivorship must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION VALUE AT DATE 1 Miscellaneous personal OF DEATH 2,547.00 property and household goods as appraised by Spahr's Antiques-Auctions (confirmation attached) 2 PNC BANK, Certificate of 23,439.53 Deposit ~~1713140186509 (confirmation attached) 3 PNC BANK, Savings Account 3,296.51 ~~5130430669 (confirmation attached) 4 PNC BANK, Certificate of 121 05 Deposit ~~1713140186509, . interest earned to date of death (confirmation attached) 5 PNC BANK, Savings Account ~~5130430669, interest earned 5.12 to date of death (confirmation attached) TOTAL (Also enter on line 5, Reca ituladon) ~ 29 409.21 (Attach additional 8 1/2" x 11" sheets if more space is needed.) Copyright (c)1994 form software only CPSystems, inc. Form 1500 Srhwdulw E /R... 9_Y71 REV - 1511 EX a (7-88) COM~AN<~gA4T~{OF~ F~SyLVANIA SCWEbULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND Please estnlt yr FILE NUMBER 21-95-0259 Ora M. Kuntz SS,~~ 204-07-7758 02 25 1995 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1 Gibson-Hollinger Funeral 6,624.20 Home, Inc. B• Administrative Costs: 1. Personal Representative Commissions 0.00 Social Security Number of Personal Representative: 174 - 20 -1217 Year Commissions paid WAIVED 2. Attorney Fees Irwin, McKnight & Hughes 3 , 635.00 3. Family Exemption ~ C7 l Claimant Charles M. Kuntz Relationship son ~~~ Address of Claimant at decedent's death street Address 190 Pine School Road City Gardners State PA Zip Code 17324 4. Probate Fees 143.00 C. Miscellaneous Expenses: 1 Cumberland Law Journal, 40.00 estate notice publication 2 The Sentinel, estate notice 65.48 publication 3 Spahr's Antiques-Auctions, 105.00 appraisal fee 4 Steven W. Barrett Real 250.00 Estate, appraisal. 5 Register of Wills, filing fees 25.00 (see continuation schedule attached) Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Reca itulation) {it more space Is ~sedsd, insert additional sheets of same Copyright (c) 1994 form software only CPSystems, Ine. 129.00 t 14 516.68 Fnrm 15011 Cntie,r„ie W roe., e. net Estate of: Ora M. Kuntz SS~~ 204-07-7758 02/25/1995 CONTINUATION SCHEDULE Continuation of Schedule H-C ITEM DESCRIPTION AMOUNT ~~ 6 Notary Public fees 24.00 7 Patricia A. Rosendale, 1994 30.00 personal income tax preparation 8 Patricia A. Rosendale, 1995 75.00 fiduciary income tax preparation 129.00 REV - 1512 EX r (1-93) COM~ RE ~DE T DE EDENT N ANIA SCHEDULEI DEBTS OF DECEDENT, iTATE OF - -- FILE NUMBER 21-95-0259 Ora M. Kuntz SS~~ 204-07-7758 02/25/1995 ITEM NUMBER DESCRIPTION AMOUNT 1 Care A othec fi l p ary, na balance due 16.57 2 Cumberland Crossings Retirement Community, final 5,117.40 balance due 3 Robert C. Cairns Tax Collector, 1995 personal 9.80 property taxes due 4 Robert C. Cairns Tax Collector, 1995 real estate 83.62 taxes due f ~ t wt. (Also enter on line 10, Reca itulation) 3 5 , 22 7.3 9 (If more space iS Flaeded, insert additional sheets of same size.) Copyright (e)1994 form software only CPSystems, Inc. ' Form 1500sehwduip Iliiav ~_om REV - 1513 EX + (2-87) COM~dN~~l,jl{OF~ F~gYLyANIA SCHEDULE J esTnrt: of FILE NUMBER 21-95-0259 Ora M. Kuntz Ssdb ~DA._m_~~sa n~ ins i, oo~ ITEM - - -- - - NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR A. Taxable Bequests: SHARE OF ESTATE 1 Charles M. Kuntz 190 Pine School Road son one-third Gardners, PA 17324 2 Evelyn M. Rhoads daughter one-third 343 Old State Road Gardners, PA 17324 3 Rudy L. Kuntz 196 Pine School Road son one-third Gardners, PA 17324 4 Blaine H. Stoner foster son 500 00 549 N. Bedford Street . Carlisle, PA 1701'3 ITEM NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: AMOUNT OR TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) IS 0 OC (If more space ~s needed, Insert addlUonal sheets of same slze.) Copyright (c) 1994 form software only CPSystems, Ine. FOfm ~5~~ Schedule .t fRev_ 9_A71 INVENTORY Estate of: Ora M. Kuntz Date of Death: February 25, 1995 County: Cumberland Cash: 1 PNC BANK, Certificate of Deposit ~~1713140186509 23,439.53 (confirmation attached) 2 PNC BANK, Savings Account ~E5130430669 (confirmation 3,296.51 attached) 3 PNC BANK, Certificate of Deposit ~~1713140186509, 121.05 interest earned to date of death (confirmation attached) 4 PNC BANK, Savings Account ~~5130430669, interest 5.12 earned to date of death (confirmation attached) -- Subtotal ------------ 26,862.21 Miscellaneous Personal Property: 5 Miscellaneous personal property and household goods as appraised by Spahr's Antiques-Auctions (confirmation attached) Subtotal Realty: 6 190 Pine School Road, Gardners, South Middleton Township, Cumberland County, PA; more fully described in Deed Book 15, Vol. "H", Page 506 (appraisal attached) Subtotal Total Inventory 2,547.00 -------------- 2,547.00 43,000.00 -------------- 43,000.00 72,409.21 -1- ~r~~~ ~~. ~~~ ~ ~ ~~~nt.~~~ I, ORA M KUNTZ, of South Mi dleton Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore. made by me. 1. I direct my executors to pay all of my debts, funeral and administrative expenses, as soon as convenient after my decease. 2. I authorize and empower my executors to sell any realty owned by me at my death, and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I devise and bequeath all of my estate, of every nature and wherever situate as follows: `' , (a) I give the sum of $500.00 to Blaine H. Stoner, and (b) All the rest, residue and remainder to my three children, share and share alike. If any child predeceases me, then his or her share shall ga to my surviving children. 5. I nominate .and appoint Charles M. Kuntz, Evelyn M. Rhoads and Rudy L. Kuntz to be the executors of this my last will and testament, they are to serve as such without bond. 6. I hereby suggest that my personal representative retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~ day of August, 1986. ~.-'Lc~t.. "~7~ ~~ ~.~-,-~-' ( SEAL ) ORA M. KUNTZ Signed, sealed, published and the testatrix above named, as testament, in the presence of us, presence and in the presence of ear names as witnesses hereto. declared by Ora M. Kuntz, as and for her last will and who, at her request, in her ~h other have subscribed our ~ .. l ~ %' ~-, ACKNOWLEDGEMENT AND AFFIDAVIT WE, ORA M. KUNTZ, BETZI A. MORRISON and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in their presence and hearing of the testatrix signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ORA M. KUNTZ BET A. MO~ RRIS N SH RON SCH~ALM COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by ORA M. KUNTZ, the testatrix,. and subscribed and sworn to before me by BETZI A, MORRISON and SHARON L. SCHWALM, witnesses, this /'-'~ day of August, 1986. ~), j ROGE B. I IN, NOTARY PUBIIC CARIISI BQ , CUMBER;ANO COUNTY NIY CCt,4MtSSION EXPIRES OCi. 3, 1988 ~~, REV-1547 EX AFP (12-94) "'IMONNEALTH OF PENNSYLVANIA ACN 101 it.~ARTMENT OF REVENUE NOTICE OF INHERITANCE TAX :~":BEAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ~;:r. 28o6oi OF DEDUCTIONS AND ASSESSMENT OF TAX HA..aISBURG, PA InzB-oboe DATE 08-28-95 es(wit ur runic uKa M FILE N0. 21 - 2 DATE OF DEATH 02-25-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT•• REMIT PAYMENT T0: ROGER B IRWIN IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-94) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KUNTZ ORA M FILE N0. 21 95-0259 ACN 101 DATE 08-28-95 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF .RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 43,000.00 2. Stocks and Bonds (Schedule Bl (2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) (3] .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,409.21 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 72, 409.21 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,016.68 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,227.39 11. Total Deductions (11) _ 16 .?44 _ 07 12. Net Value of Tax Return (12) 56,165.14 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net value of Estate subject to rax (141 56, 165.14 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rats (15) . 00 X . 00_ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 55,665.14 X . 06. 3, 339.91 17. Amount of Line 14 taxable at Collateral/Class B rate (17) 500.00 X . 15. 75.00 18. Principal Tax Due (lg) 3, 414.91 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) AMOUNT PAID 05-24-95 AA047798 159.12 3,023.37 PAYMENT MUST BE MADE BY 11-26-95~(. TOTAL TAX CREDIT 3,182.49 BALANCE OF TAX DUE 232.42 INTEREST .00 TOTAL DUE 232.42 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS TNAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAV BE DUE ~V-1d70 EX (6-88) ~ ~ INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION BUREAU OP IND VIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 1 7 1 2 8-060 1 DECEDENT'S NAME FILE NUMBER vra r,. r:ur:tz 21~~-%259 ACN 1J1 SCHEDULE ITEM EXPLANATION OF CHANGES NO. =1 ~3 The claim for the family exeljl?tion has been :iisalloc~ed. she clairlant Host be d parent, a spouse cir a child liviEi~; in the sazae houset~alu as the ;~ecedeTtt as of the date of death. TAX EXAMINER: Leborah ~dasi;in~,Lon _-_ PAGE /~~i :. REV-1593 EX AFP (12-95) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT ASSESSMENT CONTROL N0. 101 DATE 02-26-96 ~Rh ~ FILE N0. 21 95-025 DATE OF DEATH 02_25-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: , ROGER B IRWIN IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - -_- RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------- - --------------------------------- REV-1593 EX AFP ( 12-95) ~~ INHERITANCE TAX RECORD ADJUSTMENT ~~ ----'"--'""""' ESTATE OF KUNTZ ORA M FILE N0. 21 95-0259 ACN 101 DATE 02-26-96 ADJUSTMENT BASED ON: PROTEST RO~RD OFCTSTf1N VALUE OF ESTATE. 1. Real Estate (Schedule Al 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 DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Administrative Costs/. Miscellaneous Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax TAX: 15. Amount of Lin• 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 taxable at Collateral/Class B rate 18. Principal Tax Due TAX CREDITS: PAYMENT I RECEIPT I DISCOUNT (+) DATE IL NUMBER INTEREST (-) 05-24-95 I AA047798 I 159.12 INTEREST IS CHARGED FROM 11-26-95 TO 03-12-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM (1) (2) .00 (3) .00 (4) .00 (5) 29.409. 1 (6) .00 (7) nn (8) (9) 14.516.68 (l0) 5 , 7 .39 (11) _ 7_9.744.07 (12) _ 52.66 .14 (13) 00 (14) 5.66 .14 3,023.37 TOTAL TAX CREDIT 3.18? BALANCE OF TAX DUE INTEREST 6 TOTAL DUE 23.02 (15) _ 00 X.00 = . 00 (16) S7 . 1 65 14 X.06 = ~ . 1 9 91 (17) S00 . 00 X.15 = 7~ 00 (18l ~ . 04 91 AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RFFIINn. RFF RFUFRSF STnF nF TNTC FARM Fnp TNCT RIIrTTnNC 1