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Home My WebLink About04-0978 PETITION FOR PROBATE and GRANT OF LETTERS also known as To: Register of Wills for the County of CLr~BERLANI) Commonwealth of Pennsylvania Deceased. SociaI Security No. 2 ~ ?- 09.? The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ors in the last will of the above decedent, dated June 26, 1998 and codicil(s) dated in the named .19__ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendem was domiciled at death in Cumberland County, Pennsylvania, with h±s last family or principal residence at Mo~sqnh Vill,~E~~ Uppor Allon Tnxan~h~p (list street, number and muncipality) Decendent, then 92 years of age, died Oc~-nh,~r l 9 ,~II} ?{30/, at Messiah Village , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopte~i after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~ek4~.~ ~%~ theron. (testamentary; ~dn~nistration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF f ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoi,~g petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirm, ed and subscribed before~me this ~' ~ :-/~ day of ,, !, t, ~.t ,, :, Estateof ~q)(~l~M~ ~, l(O_i~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of. and Letters are hereby granted to , in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates(Z). ......... ', TOTAL Filed .(C:: ~.~,.'.~(~. ....................... David H. RadcZif~Eso. g25483 A~ORNEY (Sup. Ct. I.D. No.) 20 Erford Rd, Ste 200 l,~mnyn~: PA 1704% ADDRESS (717) 236-9318 PHONE umberland ,,,.Mechanical Engineer 100 Mt. Allen Drive MechanicsburK~ PA 17055 COMMONWEALTN OF PENNSYLVANIA * OEPARTMENI OF HEALTH · VITAL RECOROS CERTIFICATE OF DEATH Z~( ~ f~ t' male %;07 -- 03 -- 2960I'Oct°ber 19, 2004 : Octg~e~ l, Barberton OH ,~,~,~ ~,,..,',~ ~E] /~1 ~ ~ ~ rq Upper Allen ~p. / Messiah Village ~Z~,~"~~" '~' white · ctu~C~"~s ,~, ~. Pennsylvania _ ~ ,~.~ ~.~ Upper Allen John Elisworth Kuhn Janet E. Ault ~ Lydia Schumacher [~ 3820 Hearthstone Road, Camp Hill, PA 17011 ~2,~.October 26, 2004 ,~rown Hill Cemetery a,~ienna, OH 44473 IL~ ........~. I~.E~*oo~s~c~c~,~ Parthemore FH & CS, inc. ~. FS 012 849 L n~P.O. Box 431, New Cumberland~ PA 17070-0431 Last Will and Testament of EDMUND W. KUHN I, EDMUND W. KUHN, of Camp Hill,, Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am married and my spouse's name is THEDA L. KUHN. All references to "my spouse" in my Will are to her. The names and birth dates of my children are: BEVERLY LYNN EDWARDS, born June 2, 1947 JANET E. AULT, born September 18, 1939 All references to my children in my will are to these children, as well as any children subsequently bom to me, or legally adopted by me. Article Two Distribution of My Property Section 1. Distribution of Personal Property All items of personal property, including any automobiles which I may own, shall be distributed to my children in equal shares. Section 2. Distribution of Real Property I give and devise all interest in real estate which I own to my chil- dren in equal shares. Section 3. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: DAUPHIN DEPOSIT BANK & TRUST COMPANY, sole Trustee, or their successors in trust, under the EDMUND W., KUHN LIVING TRUST, dated .~ ~. ~ .i<; ? ,?~ and any amendments th~eto. Section 4. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatso- ever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. Section 5. Testamentary Trust If my spouse survives me, I authorize my personal representative to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for the benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I ap- point the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers given to my Trustee in my revocable living trust and any other powers granted by law. My Trustee shall be under no obligation to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamen- tary trust(s) by the Trustee of my revocable living trust shall be distributed by the Trustee of my testamentary trust(s) in accordance with the terms and condi- tions of my revocable living trust as it exists on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the Commonwealth of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My personal representative, in its sole and absolute discretion, may elect to have all, none, or part of the property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section 2056(B)(7) of the Internal Revenue Code. My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are in- curred as a result of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but in- cluded in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving such property. Article Five Appointment of My Personal Representative I appoint the following to be my personal representatives: JANET E. AULT and BEVERLY LYNN EDWARDS, or the survivor of them. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have EDMUND W. KU~ signed it on The foregoing Will was, on the day and year written above, signed, sealed, published and declared by EDMUND W. KUHN in our presence to be his Will. We, in his presence and at his request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and have initialed each page. ~ WITNESS / WtTNESS COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) I, EDMUND W. KUHN, Testator whose name 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 volun- tary act for the purposes therei~ expressed. E~)MUND W. KUHN Sworn to and subscribed before me thts 0t ~day of ,)~, NOTARY PUBLIC (Seal) ,1998. RnBerta L Radchfl Notary ~jbLIC. [ COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUM.BE~.I/AND ) We, '":" '~: and .),4,~,';-r /.f- /i6',_.r the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Edmund W. Kuhn, Testator sign and execute the instrument as him Last Will and Testament; that Edmund W. Kuhn signed willingly and that he executed it as him free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatorsigned the Will as wit- nesses; and that to the best of our knowledge the Edmund W. Kuhn was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. WITNESS Sworn to and subscribed before me this d[~ ~ day of' ¢6 ...... ,1998. RY PUBLIC ~,~' (Seal) · ~ WITNESS Ro~erta L Radchff Notary P]b[ic Susquehamqa Twp Da~ phir! Count3, ' ,, ...., '-~': .~t-t Page 6 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ,CERTIFICATION OF NOTICE UNDER RULE 5.6(a} Name of Decedent: Date of Death: 10/19/2004 Will No. .2004-00978 Admin. No. To the Register: I certify that notice of (beneficial interest) e~state administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 11/11/2004 Name Address Janet E. Ault Beverly Lynn Edwards M & T Investement Group, Trustee Edmund W. Kuhn Livin Trust 3820 Hearthstone Road 11381 Dallas Drive Garden Grove 1 West High Street PA 17011 CA 92840 PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:. Date: Capacity: Signature Name: David H. Radcliff. Esquire Address: 20 Erford Road, Suite 200 Lem0¥ne PA 17043 Telephone(717) 236- 9318 X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-l 162 EX(1 1-9B} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004846 RADCLIFF DA V W\ cl,-"\ 20 ERFOR AD SUITE 200 G..: .P lEMO ,PA 17043 l~v€.~\-~'\R;l\\ - vov \ _nnn_ fold ESTATE INFORMATION: SSN, 287 -03-2960 FILE NUMBER: 2104-0978 DECEDENT NAME: KUHN EDMUND W DATE OF PAYMENT: 01/18/2005 POSTMARK DATE: 01/18/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $16,000.00 I I I I I I I I TOTAL AMOUNT PAID: $16,000.00 REMARKS: CHECK# 083581534 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of EDMUND W. KUHN No. 21 0978 04 also known as Date of Death 10/19/2004 Social Security No. 287-03-2960 , Deceased Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets _rever situate and all of the 1881 estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Oecedenfs _, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We ~ that the statements made in this inventory are true and correct. lIWe understand that false statements herein made are subject to the pena~ of 18 Pa. C.S. Section 4904 relating to unswom falsification to a_. Personal Representative: ~I!~/~. ?/; 'f;/tJS Name of Attomey: David H. Radcliff, ESQ. 1.0. No.: 25483 Address: 20 Erford Road, Ste 200 Lemoyne Telephone: 717 236-9318 Dated PA 17043 Description Value 2004 Federal income tax refund 2004 Pennsylvania income tax refund ("") Co S:::U m~ ;TI (") .;!;1 h:; ?~ 05:0 :S ^ ,")8~ PSj ::o-i .> Verizon - Refund Waypoint Bank - checking account 400 sh Freeport McMoran Copper & Gold with accrued dividend of $100 Total (Attach Additional Sheets if necessary) 2,400.00 ::g 608.00 5: ::0' :--or-n t...- [-'1,,(-') F ,~) c:> 'i~83 ,:-r";i-n U1 ::DO C:>O ~ -:-~ CO 4,5~5 .. r_rn coo -~i'l 14,478.00 22,086.32 NOTE: The Memorandum of 1881 estate outside the CommonweaKh of Pennsylvania may, at the election of the personal representative, inelude the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RADCLIFF DAVID H 20 ERFORD ROAD SUITE 200 LEMOYNE, PA 17043 uunn fold ESTATE INFORMATION: SSN: 287-03-2960 FILE NUMBER: 2104-0978 DECEDENT NAME: KUHN EDMUND W DATE OF PAYMENT: 07/15/2005 POSTMARK DATE: 07/15/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/19/2004 NO. CD 005567 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $67.19 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#1084 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $67.19 GLENDA FARNER STRASBAUGH REGISTER OF WILLS RE\f..1500EX+(&.(l(J) . COMMONWEALTHOF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 171:/S.0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C w (J w c l!! "'ir.! Mo8 :z:"'... UlLm ::: z o i= :5 :;) l- ii: 4( (J w a:: llECEllEf{f'S NAME (LAST. RRST. AND MllllllE INITIAl) KUHN EDMUND W DATE OF DEATH (WOO-V",", DATE OF BIRTH ~V...) OFFICIAl USE OHL Y FLE NUIlBER 2 1 -0 4 0 9 7 8 COUHTYCODE -YEAR- - - NliiiiR-- SOCIAl SECURITY NUr.tlER 2 87- 0 3 - 2 960 nos RE1UllIIIMIT BE FLED IlIlUPUCATE WIllI THE REGISTER OF WILLS SOCIAL SECURl1Y NUMBER o 3. RemailderReb.rm (daIIlofdealhpnorkl12-13-32) o 5. F_ Es1ale Tax R""'m Required _ 8. ToIaI Number of Sale Deposit Boxes o 11. Election to lax under See. 9113(A) _ "'" 0) . ALL AND COHFlDENTIAL TAX INFORMATION SHOULD BE CTEO TO: COMPLETE MAILING ADDRESS 20 Erford Road, Suite 200 lemo ne PA 17043 OFFIC~SEONl V = = en <- c= r- 10/19/2004 10/01/1912 (IF APPUCABLE) SURVlVlNG SPOOSE~ NAME (lAST. FIRST. AND MllllllE INITIAl) IE :!I z o lL i o U OOUJ'QinaI R""'m o 4. LiniIIld Es1ale 006. OealdentDiedT_ __"M) o 9.L.iigalion_R_ 11lIS SECTION T BE NAME David H. Radcliff E . FIRM NAME (W AppIic:able) Radcliff law Office P.C. TELEPHONE NUIIlER 717 236-9318 o 2. Supplemental ReI1lm o 4a.Fulurel_Compromise(..."_....12.12-82l !Xl 7. OealdentMainlailedaUvirgTrust__"Tnosll o 10. Spousal Poverty C_I"'''__12-3''''''''''-95) en :n -~1-:-] h""'iC:> (j)C::> co ::0 ~~-l Q rTt n'l ::':0 l::J (_J C) -,-1-., $::!:l .0>0 ;.._n_ fT1 0')0 '-1 1. Real Eslats (Schedule A) (1) 2. _ and Bonds (Schedule B) (2) 3.CklseIyHeldCorpoflllion.~OISole-f>!u,.ieb"", (3) 4. ~ & Notes Rec:eivabIo (Schedule 0) (4) 5. Cash. Bank DeposiIs & _18OUS PenlonaI Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Sepmate BiDing Requested 7. InfBf.VMlS TIlIIISfeIs & Misa!laneoos __ Properly (7) (Schedule G 01 L) 8. T",",Gross_(mtalLines 1.7) 9. Fu_ Expenses & _ CosIs (Schedule H) (9) 10. DeblsofDecedent, ~age~. & Liens(Sd1edu1e I) (10) 11. T",",_... (mtal Lines 9 & 10) 12. NIlv.Jue of _ (Line 8 minus Line 11) 13. ~ and Govemmentat BequesI&'Sec 9113 Trusts for whi:h an _10 lax has not '-' made (Schedule J) 14. NetVoIue SubjoclID Tax (Line 12 minus Line 13) SEE IISTRUCTIONS ON REVERSE SIlE FOR APPUCABLE RATES z o !c I- :;) a. :E o (J )( ~ 15. Amoont of Line 14laxable at the spousal lax rate. or_ under Sec. 9116 (aXl.2) 16. Amount of Line 14_ at_1ll1e 0.00 X _ (15) 375,761.57 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) I~ z05~ 22,086.32:.J8~ ::>c: :0 -t - :x c:9 17. Amoont of Line 14_ at sibIilg rate 18. Amount of Line 14laxable at _ rate 19. Tu Due 375,716.96 (8) 397,803.28 17,533.25 4,508.46 (11) (12) (13) 22,041.71 375,761.57 (14) 375.761.57 0.00 16,909.27 0.00 0.00 16,909.27 20.0 << Decedenfs Complete Address: STREET AOOOESS 100 Mt. Allen Drive CI1Y . I STATE I ZIP Mechamcsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CredilslPayments A. Spousal Poverty Credil 8. Prior Payments C. Discount (1) 16,909.27 16.000.00 842 08 Total Credits (A + 8 +C) (2) 16.842.08 3. InterestJPenaity if applicable D. Interest E. Penalty T otallnterestlPenalty ( 0 + E ) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This Is the OVERPAYMENT. Check box on Page 1 Line 20 \0 request a refund (4) 5. If Une 1 + Une 3 is grealer than Line 2, enler the difference. This is the TAX DUE. (5) A. Enler the interest on the tax due. (5A) 8. Enter the lotaI of Une 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN.X" IN THE APPROPRIATE BLOCKS 0.00 0.00 67.19 67.19 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 IZI b. retain the right to designate who shalt use the property transferred or its income; ..... .................... ............... 0 IZI c. relan a reversionary interest; or ...................................................................................................... 0 IZI d. receive the promise for life of either payments, benefits or care? .............................................................0 IZI 2. it death occurred aIIer December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 IZI 3. Did decedenlown an 'in IrustfOl' or payable upon death bank occount or security at his or her death? ................. 0 IZI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... IZI 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penlities of perjury, I decIln that 1 have axamined this return. includi~ ~ying schedules axt statements, aid 10 the best of my knowledge md belief, it is true, cooect oo:l complete. DecIaraOOn of prepaer other thal the personal representali'te is based on 1iIlrOOITJIation of which preparer has a1y knowledge. SIGNATURE OF PERS RESPONSIBLEFOR~ [J DATE ADDRESS 38 Hearthstone Road earn Hill SIGNATURE OF PREPARER OTHER AN E RE 19-Y .' a~t-' ADDRESS 20 Erford Road, Ste 200 Lernovne PA 17011 DATE 7 )I!"J> PA 17043 For dates of death on or aIIer July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1)(i)]. For dales of death on or aIIer Jantl<IY 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. ~116 (a) (1.1) (ii)]. The statute does not exemol 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 ~ the surviving spouse is the only beneficiary. For dates of death on or aIIer July 1, 2000: The tax rate imposed on the net value of transfers \rom a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~116(aK1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~116(1.2) [72 P.S. ~ll6(aKl)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~116(aK1.3)1. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) *' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF KUHN EDMUND W FILE NUMBER 21 04 Include 1I1e pruceeds of litigation and 1I1e date 1I1e proceeds were received by 1I1e_. AD properly joinIIy-GM1Od wiIh right of survivorship must be d_ Oft Scbedulo F. 0978 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 2,400.00 2004 Federal income tax refund 2. 2004 Pennsylvania income tax refund 608.00 3. Verizon - Refund 7.49 4. Waypoint Bank - checking account 4,592.83 5. 100 sh Freeport-McMoran Copper & Gold 3,594.50 6. 300 sh Freeport-McMoran Copper & Gold 10,783.50 7. Dividend - Freeport-McMoran Copper & Gold 100.00 TOT At (Also enfer on line 5, Recap~ulafion) S (If more space is needed, insert additional sheels of 1I1e same size) 22 086.32 REV-1510 EX. + (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETIJRN RESIDENT DECEDENT ESTATE OF KUHN EDMUND W SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 04 0978 This schedule must be completed and Iited i11he answer III any ofquestioos llhroogh 4 00 Ihe rew!I!les<<le oflhe REV-l500 COVER SHEET is yes. DESCRIPTION OF PROPERTY rrEM INCUIlETHEIrWllEOFTHETRANllA3lEE. nEIR RELAllONSHP TO DECEDENT IHl DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSfER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE .''''''''''''' 1. Edmund W. Kuhn Living Trust 375,716.96 100. 0.00 375,716.96 TOTAL (Also enter on line 7 Recapitulation) $ 375716.96 (if more space is needed, insert additional sheeIs of Ihe same size) REV-1512 EX + (6-98) .. SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH DF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KUHN EDMUND W FILE NUMBER 21 04 Include unreimbursed medical expen.... 0978 ITEM NUMBER DESCRIPTION 1. Messiah Village 2. Alert Pharmacy 3. AT&T 4. AT&T Universal Card VALUE AT DATE OF DEATH 4,238.40 71.38 6.07 192.61 TOTAL (Also enteron line 10, Recapitulation) $ (If more space is needed. insert additional sIleels of1he same size) 4 508.46 REV-1511 EX+(12-99) .. COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF KUHN EDMUND W SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 04 0978 Dobls of_must be roportlld on _10 L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home 8,992.66 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Persooal Representative (s) SodaI Seoority Numbel{s)/EIN Number of Persooal R~s) Street Address City State Zip Year(s) Commission Paid: 2. AtklmeyFees Radcliff Law Office, P.C. 3,174.00 3. Family Exemption: (W _s address is nollhe same as _ofs. atlach explanation) C_ SlreeI Address City State Zip ReIaIionship of Claimant to llec:edent 4. P_ Fees and additional probate fee of $35 91.00 5. Accountanfs Fees 6. Tax Return I'repere(s Fees 7. Legal Advertising - The Sentinel 107.99 8. Legal Advertising - Cumberland Law Journal 75.00 9. Filing fee - Inventory and Tax Return 30.00 10. M & T Investment Group - Trustee's fees 5,062.60 TOTAL (Also enter on line 9, Recapitulation) $ 17 533.25 (W IIIOIe space is needed. insert additiooal_ of Ihe same size) REV.,513EX+(W C~LTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER "'"U~I ~~.." ?1 1M nQ?" RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List TIIIIlee(I) OF ESTATE I. TAXABLE DISTRIBUTIONS r- =ht~ld~. and tJanslers under See- 9116 (a (1 )J 1. Janet E. Autt Lineal 187,880.78 3820 Hearthstone Road Camp Hill, PA 17011 2. Beverly Lynn Edwards Lineal 187,880.79 11381 Dallas Drive Garden Grove, CA 92840 ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAl OF PART U - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed. insert additional sheets of the same size) ~--_. Last Will ana Tesmmenl of EDMUND W. KUHN I, EDMUND W. KUHN, of Camp Hill" Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am married and my spouse's name is THEDA L. KUHN . All references to "my spouse" in my Will are to her. The names and birth dates of my children are: BEVERLY LYNN EDWARDS, born June 2, 1947 JANET E. AULT, born September 18, 1939 All references to my children in my will are to these children, as well as any children subsequently born to me, or legally adopted by me. Article Two Distribution of My Property Section 1. Distribution of Personal Property All items of personal property, including any automobiles which I may own, shall be distributed to my children in equal shares. Vtrfj~ JtL Page I Section 2. Distribution of Real Property I give and devise all interest in real estate which lawn to my chil- dren in equal shares. Section 3. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: DAUPHIN DEPOSIT BANK & TRUST COMPANY, sole Trustee, or their successors in trust, under the EDMUND '('l KUHN LIVING TRUST, dated (\ ~.,2U, /11;1 . and any amendments thfeto. ' Section 4. . Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatso- ever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. Section 5. Testamentary Trust If my spouse survives me, I authorize my personal representative to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for the benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I ap- point the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers !3YtKc;YM -9A- Page 2 given to my Trustee in my revocable living trust and any other powers granted bylaw. My Trustee shall be under no obligation to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamen- tary trust(s) by the Trustee of my revocable living trust shall be distributed by the Trustee of my testamentary trust(s) in accordance with the terms and condi- tions of my revocable living trust as it exists on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the Commonwealth of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. tyrK (().Ii-L -PL- Page 3 ."..,.. -.' ,-,...~ ,','.;.. ..~..~.."..,,- My personal representative, in its sole and absolute discretion, may elect to have all, none, or part of the property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section 2056(B)(7) of the Internal Revenue Code. My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are in- curred as a result of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but in- cluded in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving such property. Article Five Appointment orMy Personal Representative I appoint the following to be my personal representatives: JANET E. AULT and BEVERLY LYNN EDWARDS, or the survivor of them. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have signed it on !J:.LA/lJ} ~ ;l. to / q tJ € . e~J! 111l:~ EDMUND W. KUHN The foregoing Will was, on the day and year written above, signed, sealed, published and declared by EDMUND W. KUHN in our presence to be his ~0M- Jf;4 Page 4 Will. We, in his presence and at his request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and o:~r WITNESS ./. . ~or !? /:~Lf SS ~/YV~ ruM Ji1- Page 5 ~ COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF CUMBERLAND ) I, EDMUND W. KUHN, Testator whose name 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 wiIJingly; and that I signed it as my free and volun- tary act for the purposes therein ex essed. MUND W. KUHN Sworn to and subscribed before me thi~ayo~ ,1998. ~iJ:,) Y RcJ(^/i/ NOTARY PUBLIC (Seal) Notarial Seal . Roberta L. Radcliff. NOla~n~~~~ty susQue'n~n~a Twp.,. oau~n ""0 2001 My CommIsSIon Expires J~ .... , COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF CUMBE~AND ) We, ""D./J<..P(b#K;;~c'-u"r;:; and ....)~J)FT E AI/L...T . the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Edmund W. Kuhn, Testator sign and execute the instrument as him Last Will and Testament; that Edmund W. Kuhn signed willingly and that he executed it as him free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatorsigned the Will as wit- nesses; and that to the best of our knowledge the Edmund W. Kuhn was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. CDc~u~#~ WITNESS (- Sworn to and subscribed bef61~ me this~ay of , 1998. ~17 ~~d: . WITNESS OTARY PUBLIC (Seal) Notarial Seal Roberta L. Radcliff. Notary Public Susquehanna Twp.. Dauphin County My Commission Expires Jan. 20, 2001 tNJ!0M ~ Page 6 BUREAU OF INDIVIDUAL ::~s~' .~ ~', INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX 'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-26-2005 KUHN 10-19-2004 21 04-0978 CUMBERLAND 101 APPEAL DATE: 11-25-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9~!_~~9~~_!~~~-~~~~------~-__~~!~!~_~9~g~_~9~!!9~_E9~_Y9y~_~g99~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EDMUND W FILE NO. 21 04-0978 ACN 101 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liebilities/Liens (Schedule I) 11. Total Deductions 12. Net Velue of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax ')'",.~ ': c- J DAVID H R~DCLIFF ESQ RADCLIFF LAW OFFC 20 ERFORD RD STE 200 LEMOVNE PA 17043 ESTATE OF KUHN TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE 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 CHANGED 11) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 22.086.32 .00 375,716.96 (8) REV-1547 EX AFP (06-05) EDMUND W (9) 110) 17,533.25 DATE 09-26-2005 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paynent. 397,803.28 ::>::'.041 71 375,761.57 .00 375,761.57 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rata (18) 19. Principal Tax Due 4.508.46 (11) 112) 113) 114) .00 X 00 " .00 375,761.57 X 045 " 16,909.27 .00 X 12 " .00 .00 X 15 = .00 119)= 16,909.27 TAX CREDITS: . ft...~... (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-J 01-18-2005 " CD004846 842.11 16,000.00 07-15-2005 CD005567 .00 67.19 TOTAL TAX CREDIT 16,909.30 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 TOTAL DUE .03CR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Rf.. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: EDMUND W. KUHN Date of Death: 10/19/2004 Will No. 2004-00978 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans I Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate IS complete: Yes X No 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans I Court No. (if any) for the personal representative I s account is : c . Did the personal representative state an account informally to the parties in interest? Yes X No d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans I Court and may be attached to this report. Date: /p;fkr I ~~/(~~ Signature // David H. Radcliff. Eso. Name (Please type or print) 20 Erford Road, Suite 200 Lemoyne P A 17043 Address '-. r- C'; ( 717 ) 236- 9318 Tel. No . If Capacity : Personal Representative X Counsel for personal representative C 1.. ( c- ( I- I LJ (~; .~ \...,Cr