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Home My WebLink About02-0801 PETITION FOR PROBATE & GRANT OF LETTERS . deceased. No. 21-02- eO' To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Estate of MIRIAM F. KUHNS also known as Social Security No. 181-56-8057 The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Co-Executors named in the Last Will of the above decedent dated November 2 .2001, and codicils dated none. 19---:. The Executor named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 184 Rustic Drive. Shippensburg. Southhampton Township Decedent, then ~ years of age, died Regional Medical Center August 12 . 2002, at Carlisle Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: $19.000.00 $ $ $ WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s and Residence(s) of Petitioner(s): J(. ~c~ Fern L. Habecker 232 North Locust Street Palmvra. PA 17078 717-838-5477 ~u~ /(u4J 3 52 Warm SonnQ Road Chambersburg. PA 17201 717-369-2027 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, peti\ione~s) will well and truly administer the, es~e according to law. Sworn to or affirmed and subscribed ~ 0(. ~~ ./ before me this 5th .day of Fern L. Habecker September .2002. ~ Q 1:u.L4-' '~~Di)"ffi~~. ~R.Kuh s ~ (f'T-\r~Iste' I -, r"l. No. 21-02-80' Estate of MIRIAM F. KUHNS , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, September h, . 2002, in consideration of the Petition on the reverse side hereof. satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 2.2001 described therein be admitted to probate and filed of record as the Last Will of Miriam F. Kuhns ; and Letters Test@!!1entarv are hereby granted to Fern L. Habecker and Jav R. Kuhns FEES Probate, Letters. Etc. . . . . . . . $ 50.00 Short Certificates(-3- ) . . . . $ 9.00 Renunciation(s) ...... . . . . . $ JCP ............ . . . . . . . . $ 5.00 Other Will Pages (-2-) .... $ 6.00 TOTAL: .... $ 70.00 Filed. . .9....6.....2002. . . . . . . . . . . . . . . . . called atty 9-6-2002 60 West Pomfret St.. Carlisle. PA 17013 ADDRESS 717-249-2353 PHONE :y H 105.805 REV 9/86 This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~. D~ LL.. ':~=~ Fee for this certificate, $2.00 p 8607646 AUG 1 3 2002 1fT Hl05.143Aov.2/87 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH 1fT II( NAME OF DECEDENT (FIf1II. MIdOle. L._) ,. /'11~IA _(UoI_ SEX SWI 'U NUMIIEA SOCIAL SECURITY NUMBER .. I f{J -)"t, ~l ~.... UftOEA 1 ow Holn ~ MlnuI_ .. ~ Pl.ACE C# DEATH tCNrdI Dr"Y l)f'Ie .. onsttuCtoOnScn 0Ihet ... HOSP1TAL OTHER: _...~ - 0 .,carlisle Pa... - FAGft."" NAME (tt nollt'lSl'f\.ltlOl"l. QlY8 street ana nunm.t'1 BtA'lltPlACE (Cofy and SlIM! Of FCfIJl9l" CounIrYJ 4,q KU I-H6 UNDER I ~ - Ooys F ::;"'0 COUNTY OF DERH RACE. AmMcM...... 8Iedl. WhIte. *. ~ white '0. 184 Rustic Dr. ~ Shippensburg, Pa fRHElI"SN"""lF"._.LMl) 'o. Clarence lNFOAMANrS_cr_ ACTUAL RESIDENCE ........ -- 17L SlMe P::o Did - ...... -' ,...0 ::0...":":::.. MOTHER'S NAME (Fit.. MidcIe.1QIden Sum.me) ,.. ,...0___.. SQut.hh"'mp~nn _STAruS._ ..... Mln'ied. MiDwed. -~ S SUlMVlNO Sl'OUSE II..... ~ fNICIIn"""" S _. ,.... Cnmh Fern Habecker METHllO 011' OISI'OSITION =~_...O __.....0 Spring Ave PART I: 0IhIr...... ClCIIIdIianaCDM'tlullng........ l'WII ,..,...in...~_.,..IrtMATI. ~f.~f'i~;~'1 (""'L-Ute DUE tOtoR AS' CONSEQUENCE Of): P/'l\;llM"lVI A DUE to toR AS' CONSEOUENCE Of): 1____''" . lD OR AS A CONSEOUENCE OF): , : - E WERE AU10PSY F\NllINGS --.ABlE PNOIl to COMl'lE"T1ON 011' CAUSE 011' OERH' UANHER OF DEATH -.. \R o o OATE OF INJURY (.......lloy. -I TIMe OF INJURY INJUAV 1JiI WORK? DESCRIBE HOW IMJURY tXa.tAAED. - --.... o o o Pl.ACeOFtNJURV-AI homti. ItI""......lac:IOfy.offtce ... -....- .... .... 0 ...0 Hom~ ....0 ~ ....0 NoD - ..... _lCI>KO...._ 'CllfTIF"nIQ P'HYSICIAH (Ph)'SlC*' CerWying cause d diMIh when at\OO'Ier DhvscIM h8s pranouneed dealh and compIefeCI nwn 231 Te.........lttflulowtllodge..au.oce.......ttue.....cauM(.)andrnaftMl'n.tatM.................................................... . - Could not M determlMd ... 'PRONOUHCIHQ AND CERTIFYING PHYSICIAN (~bOIh l)I'onountll'lQ dNth.and ceMyIng 10 cause ol oealtll To...beM:.....,..no.,lIdt....thOCCUfred.............. ct.....nd ptK...nd due to the c.uM(.) .ndman,..'...t._".......................... "MEDICAL EXAIIINEII/COIlONER On..... tMet. of examination ancIIor In...llg."on,1n my opinion, d..th occurred .1 the time. date, and pl.ce. and due to the CIUM(') and .............. stated.......................................................... ............................... 31.. REGISTRAR'S SIGN o I~ 11d.11 101 3.. LAST WILL AND TESTAMENT c:21- o~ - '8'01 I, MIRIAM F. KUHNS, of Southampton 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 personal representative to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my personal representative to sell any realty owned by me at my death, and not specifically devised 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 to all of my brothers and sisters, share and share alike, per stirpes, which provides that the child or children of any deceased child shall take the share their parent would have taken if living. 4. I nominate and appoint FERN L. HABECKER and JA Y R. KUHNS, or the survivor of them, to be the Co-Executors of this my Last Will and Testament; they are to serve as such without bond 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. j'/\Y~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1,,"::P day of November, 2001. ~j-.~ IRIAM F. KUHNS (SEAL) Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, MIRIAM F. KUHNS, JACQUELINE L. DRAWBAUGH and CHERYL L. CLELAND, 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 the 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. COMMONWEAL TH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MIRIAM F. KUHNS, the testatrix herein and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and CHERYL L. CLELAND, witnesses, this )..~ day of November, 200l. /3.~ I Notarial Seal ger B. Irwin, Notary Public Carlisre Boro, Cumberland County My Commission Expires Oct. 3, 2004 Member, PellnsylvanlaAssocialionot Notaties (~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MIRIAM F. KUHNS Date of Death: AUGUST 12.2002 Estate No.: 21-02-0801 To the Register: I certify that notice of the beneficial interest 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 September 30. 2002 Name Address Jay R. Kuhns Nathan R. Kuhns Evelyn Schliestett F ern Habecker James B. Kuhns Eunice M. Sauder Nancy Leatherman Anna Predoti 3652 Warm Spring Road. Chambersburg. P A 17201 411 Greenspring Road. Newville. P A 17241 1173 Bend Creek Trail. Suwanne. GA 30024 232 North Locust Street. Palmyra. P A 17078 304 Nealy Road. Newville. PA 17241 29 East Farmersville Road. Ephrata. P A 17522 1153 South Bristol Drive. Lititz. P A 17543 4 Fawn Glenn Court. Lititz. P A 17543 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: 09/30/02 //~ ~.~ Signature " IRWIJQ, McKN HT & HUGHES Name. , Roger B. Irwin. Esquire Address 60 West Pomfret Street Carlisle. P A 17013 .",' Telephone (717) 249-2353 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 181-56-8057 FILE NUMBER: 2102-0801 DECEDENT NAME: KUHNS MIRIAM F DATE OF PAYMENT: 11/12/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/12/2002 NO. CD 001833 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,500.00 I I I I I I I I TOTAL AMOUNT PAID: $3,500.00 REMARKS: ROGER B IRWIN ESQUIRE CHECK# 19117 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WillS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 u____n fold ESTATE INFORMATION: SSN: 181-56-8057 FILE NUMBER: 2102-0801 DECEDENT NAME: KUHNS MIRIAM F DATE OF PAYMENT: 01/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/12/2002 NO. CD 002084 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $507.66 I I I I I I I I TOTAL AMOUNT PAID: $507.66 REMARKS: ROGER B IRWIN ESQUIRE CHECK# 19381 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 u______ fold ESTATE INFORMATION: SSN: 181-56-8057 FILE NUMBER: 2102-0801 DECEDENT NAME: KUHNS MIRIAM F DATE OF PAYMENT: 03/21/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/12/2002 NO. CD 002325 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $26.72 I I I I I I I I TOTAL AMOUNT PAID: $26.72 REMARKS: ROGER B IRWIN ESQUIRE CHECK# 19625 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l j 55: Fern L. Habecker and Jay R. Kuhns according to law, deposes and says that they are the Co-Executors of the Estate of Miriam F. Kuhns late of _So~~.halllP~o~_'!'o~~h:i.I>___~______ , Cumberland County, Pa., deceased and that the within is an inventory made by Fern L. Habeck and Jay R~uhns _, the said Co-Executors of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. being duly sworn Date of Death Notarial Seal _ Jacqueline L. Drawbaugh. Notary Public Carlisle Boro. Cumberland County My Commission Expires Aug. 14. 2003 t-nAmher, pen~lvaniaAssociation 01 Notaries Day ~~?l~~ Fern L. Habecker, Co-Executor 232 North Locust Street Palmyra, PA 17078 f!. V~ J ~ R. Kuhns,~~-Executor 3652 Warm Spring Road Chambersburg, PA 17201 08 2002 Sworn Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. .,-4 ..c: t/) >- Ul ." Ql ~ ~ Gl l-< IJ:: I- W \It c::: l- t/) III .,-4 0 ~ w -< Z 0 Q) ;::l p ....... Q. I- IJ:: E-I u GI C" IJ:: 0 0 V) p Q) Ul 0 0' >- 00 w c::: w ~ t:: C III ~ GI c.<:l 0 .... I Q. 0 Q. c I I- ....J LL . .j.J III .. ... E-I N Z -< 0 ~ Q. t:: 0 IJ:: LL ....J ~ .,-4 ~ 0 0 W -< w I 0 c::: ~ >. :3 -< H ....... II > z ..c: +- l-< ~ N Z 0 H .j.J c H C :J V) Z p::: ;::l 0 CJ 0 c::: H 0 U . ~ z I w -< ~ t/) - P'l Q. ." .. c l-< Z I III Ql H I - -.:: bO ~ I 0 Q) 0 ..0 ." ~ p::: H III E 0 +- ~ III :J 0 I ....J U u: ClCl I Jnventory of the real and personal estate of MIRIAM F. KUHNS deceased 5. 1991 Pine Grove Mobile Home (60 x 24 feet) 50 00 3,972 01 4,979 56 1,003 19 29,900 00 I 15,000 00 . I I I 4,165 00 1,911 15 1. American Express Travelers Checques. . . 2. Farmers National Bank - Checking Account #15-249-8 . . 3. Farmers National Bank - Savings Account #5005160 4. M&T Bank - Passbook Savings. . . . . 6. 2001 Toyota Camry LE Sedan, 4-cyl., 2.2 L. 7. Miscellaneous Personal Property. . . . . . 8. Nell's Shurfine Markets - Final Payroll. . 9. Shippensburg Area School District - Final Payroll. . . I 186 31 TOT~. . . . . . . . . . . . . . . . . . . . 61,167 22 r'''\ _ ,\\ y/ /7- 2/;;-(P REV-1500 EX + (6~OO) CAPB HpRL EplO CRAC KOTK ES REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 DECEDENT' NAME (lAST, FIRST, AND MIDDLE INITIAL) Kuhns Miriam F. DATE OF DEATH (MM-DD-YEAR) FILE NUMBER c., OFFICIAL USE ONLY 21-02-0801 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 181-56-8057 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE NUMBER REGISTER OF WILLS SOCIAL S CURl Y NUMBER o 3. Remainder Return p~fJi t~f f2e~alt82) 5. Federal Estate Tax Return Requited 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch 0) C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N DATE OF BIRTH (MM~DD~YEAR) 08/12 2002 10/10/1961 IF AP llCABlE URVIV1NG SPOUSE'S NAME lAST, FIRST, AND MIDDLE INl1lAL X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate (Attach copy of Will) D 9. litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12~ 12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 010. Spousal Poverty Credit (date of death between 12-3'~91 and 1.1~95) None None None None 61,167.22 None None 13,624.41 12,387.90 .0 0 045 .12 .15 NAME Ro er B. Irwin Es . FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 24 - 353 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) Copyright (c) 2000 form software only The Lackner Group, Inc. IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER (1) (2) (3) R E C A P I T U L A T I o N (4) (5) (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec, 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due ZO. 0.00 0.00 35,154.91 0.00 x X X X OF~ICIAL USE ONLY (8) 61,167.22 (11) 26.012.31 (12) 35,154.91 (13) (14) 35 154.91 (15) (16) (17) (18) (19) 0.00 0.00 4,218.59 0.00 4,218.59 Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 184 Rustic Drive CITY I STATE I ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Po....erty Credit B. Prior Payments C. Discount (1) 4,218.59 3,500.00 210.93 Totol CredITs ( A + B + C) (2) 3. Interest/Penalty if applicable D.lnterest E. Penalty 0.00 TotallnterestlPenolty ( D + E) (3) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the totol of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WillS, AGENT 3,710.93 0.00 507.66 0.00 507.66 '::I:~:[~~~~:~~~!~~:i!~~:::~g[[g!;~~'!~u~'~i:16!~~:~~:~[~~I~~!j~~: "X" 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 either payments, benefits or care? 2. 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" or payable upon death bank account or security at his or her death? 1~':f~:~:~~~'~6~~:I~f~:'~[66:~~'j:'" Yes No ~~ o o o 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. [K] [K] [K] Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~~ X. 'W!{'c/ft',u SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Fern L. Habecker 232 N. Locust St. ...p';'imyr,,;.PP:'. i'/0.7s........ ........... ..... .... IRWIN McKNIGHT & HUGHES 60 West Pomfret Street .. .c';'i-"llsie UPP:.. i'f6i3. m u... uu u.'. U'" U DATE //~'II:<oo3 DATE l~d~J For dates of de h on r after 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 % [72P.S. 9116 (0) (11) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) Oi)]. 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 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. 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%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(0)(1)J The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. 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. Copyright (c) 2000 form software only The Lackner Group, Inc, Form REV-1500 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of Miriam F. Kuhns SS# 181-56-8057 08/12/2002 **************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature CJu {!. 1~ Name Address Line 1 Address Line 2 City, State, Zip Jay R. Kuhns 3652 Warm Spring Rd Chambersburg, PA 17201 Date / ~ :<i/-03' REV-1508 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miriam F. Kuhns SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSfl 181-56-8057 08/12/2002 FILE NUMBER 21-02-0801 Include the proceeds of litigation and the dare the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION American Express Travelers Checques VALUE AT DATE OF DEATH 50.00 2 Farmers National Bank checking account #15-249-8 3,972.01 3 Farmers National Bank savings account #5005160 4,979.56 4 M&T Bank, passbook savings 1,003.19 5 1991 Pine Grove Mobile Home 60 X 24 feet 29,900.00 6 2001 Toyota Camry LE Sedan, 4-Cyl., 2.2 L. 15,000.00 7 Miscellaneous personal property 4,165.00 8 Nells Shurfine Markets, final payroll 1,911.15 9 Shippensburg Area School District, final payroll 186.31 TOTAL (Also enter on line 5, Rec.prtul.tion) $ 61,167.22 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1S11 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Miriam F. Kuhns SSlft 181-56-8057 08/12/2002 FILE NUMBER 21-02-0801 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES' 1 Eby Granite Works 2,090.00 2 EE Kough & Sons 137.50 3 Egger Funeral Home 4,063.00 4 Flowers by Mountain Lakes 106.00 B. ADMINISTRATIVE COSTS, ,. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I ErN Number of Personal Representati'le(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees IRWIN McKNIGHT & HUGHES 3,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 70.00 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. Other Administrative Costs 1 Cumberland Law Journal - estate notice publication 75.00 2 Dan Hershey Auctioneering - appraisal fee 60.00 3 Register of Wills - filing fee 25.00 4 Register of Wills - additional probate fee 65.00 5 Settlement charges on sale of mobile home 3,867.73 6 The News-Chronicle Co. - estate notice publication 65.18 1- 13,624.41 TOTAL (Also enter on line 9, Recapitulation) S (If more space is needed, rnsert additional sheets of the same size) Copyright (el 1996 form software only CPSystems, Inc. Form REV-iS11 EX (Rev. 1-97) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miriam F. Kuhns SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SStf 181-56-8057 08/12/2002 FILE NUMBER 21-02-0801 Include unreimbursed medical expenses. ITEM NUMBER 1 Beachy Associates DESCRIPTION AMOUNT 15.00 2 Carlisle Regional Medical Center 100.55 3 Carlisle Pathology 150.00 4 Citizens Automobile Finance, payoff 11 ,228.13 5 Nationwide Insurance, balance due on premium 188.10 6 Penelec 65.86 7 PP&L, gas utilities 8.55 8 Shippensburg Borough water/sewer 175.24 9 T&C Plumbing & Heating - repairs 82.00 10 Vivian Coy, Tax Collector 374.47 TOTAL (Also enter on line 10, Recapitulation) S 12,387.90 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems,lnc, Form REV-1512 EX (Rev. 1-97) REV-1513 EX t (9-00) COMMONWEALTH OF PENNSYLVANIA INHERJTANCETAX. RETURN RESIDENT DECEDENT ESTATE OF Miriam F. Kuhns SS# 181-56-8057 SCHEDULE J BENEFICIARIES 08/12/2002 FILE NUMBER 21-02-0801 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outrIght spousal distributions, and transfers under Sec. 9116(a}(U:)j 1 Fern L. Habecker 232 North Locust Street Palmyra, PA 17078 Sister 1/8 remainder 2 James B. Kuhns 304 Nealy Road Newville, PA 17241 Brother 1/8 remainder 3 Jay R. Kuhns 3652 Warm Spring Chambersburg, PA Brother 1/8 remainder Road 17201 4 Nathan R. Kuhns 411 Greenspring Road Newville, PA 17241 Brother 1/8 remainder 5 Nancy Leatherman 1153 South Bristol Drive Lititz, PA 17543 Sister 1/8 remainder ENTER DOLLAR AMTS. FOR OISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 1a, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (It more space is needed, insert additional sheets ot the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) Estate of: Miriam F. Kuhns Soc Sec #: 181-56-8057 Date of Death: 08/12/2002 Continuation of Schedule J, Part I (Taxable Bequests) Item II Name and Address of Beneficiary Relationship Amount or Share of Estate 6 Anna Predoti Sister 1/8 remainder 4 Fawn Glenn Court Lititz, PA 17543 7 Eunice M. Sauder Sister 1/8 remainder 29 East Farmersville Road Ephrata, PA 17522 8 Evelyn Sch1iestett Sister 1/8 remainder 1173 Bend Creek Trail Suwanee, GA 30024 LAST WILL AND TESTAMENT I, MIRIAM F. KUHNS, of Southampton 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. I. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. . 2. I authorize and empower my personal repres.entative to sell any realty owned by me at my death, and not specifically devised 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 to all of my brothers and sisters, share and share alike, per stirpes, which provides that the child or children of any deceased child shall take the share their parent would have taken if living. 4. I nominate and appoint FERN 1. HABECKER and JAY R. KUHNS, or the survivor of them, to be the Co-Executors of this my Last Will and Testament; they are to serve as such without bond 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. ~\;::~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1.~ day of November, 2001. ~ft<~ - 1. ~d~,"" IRlAM F. KUHNS (SEAL) Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as s bscribinp witnesse . I . 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, MIRIAM F. KUHNS, JACQUELINE L. DRAWBAUGH and CHERYL L. CLELAND, 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 the 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. COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MIRIAM F. KUHNS, the testatrix herein and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and CHERYL L. CLELAND, witnesses, this V'~ day of November, 2001. /L/u, 'i Notarial Seal , ger 8. Irwin, Notary Public Carlisre Bom, Cumberland County My Commission Expires Oct. 3, 2004 Member, PIJl1nsyl'lanll'l il.ssociatiopol Notaries ... .. TYPE OF LOAN 1. 0 FHA 2. o YmHA 3. DCONY. UN INS. U. S. DEPARTW2.NT OF HOUSING AND URBAN DEVELOPMENT .. n VA. .. o CONV. INs. 8. PUt SWUMr,: -1', Loan Number: SETTLEMENT STATEMI;:NT I 6. Kortc&&r In-.utwce Cue Number: C. NOTt:: ThLf form u Jurni.fhed to give YOlL a do(emenl of actual $eulemer1t COItl. Amounts poid to and by the settlement opf'nl ore shou.'!l. /tern! rMr4ed "(p.o,-~.)" were paid outside .-he closing; they'o're shown here fOT inforl1UJtional purposl's and M(> nol I'ncluded In the to(als. D. N AM E OF BORROWER: E. NAME OF SELLER: F. NAME OF LENDER: BARBARA 1\. HOOVER MIRIAM KUHNS ESTATE N/A 50 FURNACE HOLLOW ROAD SHIPPENSBURG, PA 17257 G, PROPERTY LOCATION; H. SETTLEMENT AGENT: l. SETTLEMENT DATE: ]84 RUSTI C DRIVE NW HALE REAL ESTATE NOVEMBER 22, 2002 SHIPPENSBURG, PA 17257 PLACE Of' SETTLEMENT: 14 WEST KING STREET SHIPPENSBURG PA 177<;7 J. SUMMARY or BORROWER 'S TRANSACTION fOO. 1,'IIOSS A MOl':\'T DUE FROM BORROWER: 10l. Contuct ulu pric~ '-~,~UU.UU 102 P~rlon..l P70pt'Tty 103 Srttll!'mi!'nt chuae. tf) borrower (line 14(XJ) 10' 105. .td,ustmeTlts (or items rnid bv sellE'r in odaml"e 10fi. City/town tUtU L 1/221 CU 12131/02 8.69 10"/ . di,CI.\QQI... 11 J2 21 040 ObJ30/ U3 220.82 10' Au.eumrnt. 10 109. LOT RENT PRORATION 56.00 110, ]1/22/02 TO 11130/02 III 112. I:!U. GfWSS AMOUNT DUE F1W,\f IiOHHJiJtFR 30,185.51 Form Approvl!'d OMB NO 63 R l~Ol K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE; 1'0 SnLEl{: 40]. Contra~t Ale. priee L9,900.00 "02. Peuoual proptlrW 403. 404. 40~. Adiust".,ntJ ,;;, Iterru mid by "Ue, In acfuuu-e 406. City /town tan. 11/22/040 12/31/02 8.69 .01, llQIQPlu.. 11/22/0:&0 06/30/03 220.82 406. Aueuml!'ntl to .09, LOT RENT PRORATION 56.00 410. 11/22/02 TO 11/30/02 411. 412. 420. GROSS AMOUNT DUE; TO SELLF.R 30 185.51 i9L-q) l-onH 00''76L'\ I ()f \lo~a~~ ZOS pUO f UO,";};)S' fOI "vn va "IV') S:1:JUVIT:> .LN:nV:rI.lJ"/\' 'rV.lO.r. ' _. OOt., "GO!; I t,rn:1 A. Form ApPlOvrd ONB NO 63-R-t ::'01 e. 1. 0 FHA 4. n VA 6. Pile 'Sumbn: TYPE OF LOAN 2. 0 FmHA 3. 0 CONY, b. 0 CONY. INS. 17, Loan Number: I 8. Wortc:&l:f' lnRlraDcll! Cue Number: UN INS. SETTLEMENT STATEMENT u. S. OfPARTWENT OF HOUSING AND URBAN DEVELOPMENT C. NO'JJo:: Thi.( form is jurni.fhed to give you a .rtatemen' of actual8eulement emU. Amounts paid to and by the sell/ement Dfrnt are ShOU'Il. ltems rnur.t'ef "(p.G;?)" were paid out.lide the closing; they Q"re ,hown here for informational purposes and are not Included in the totaL;. D, N AM E OF BORROWER; BARBARA A. HOOVER 50 FURNACE HOLLOW SHIPPENSBURG, PA E. NAME OF SELLER: F. NAME. OF l.ENDER: MIRIAM KUHNS ESTATE N/A ROAD 17257 G. PROPERTY LOCATION; H. SETTLEMENT AGENT: 184 RUSTIC DRIVE NW SHIPPENSBURG, PA 17257 HALE REAL ESTATE J. SETTLEMENT DATE: NOVEMBER 22, 2002 PLACE OF SETTLEMENT: 14 WEST KING STREET SHIPPENSBURG PA 172.07 J. SUMMAR Y OF BORROWER 'S TRANSACTION lOll. CROSS AMO(AT DUE FROM BORROJl'ER: 101. Contllet uJtS priet L~ t ~uo. OU J 02 Personal propnty I UJ. .setll~mtnl tonal'l to borrower nine J4(0) IQ4. 1()5. -\d,usrnlPTlts for iterTl.s mid by seller in ochort.C'E' 106. Clly/lown 1~..11/22/CU lZ/31/02 107. <S,G1i\9Q1... 11/22/0", Ob130/03 /l.69 220. /l2 lOR AP'!....mtnts '0 10S. LOT RENT PRORATION 110 \1/22/02 TO 1\130102 56.00 III 112. I :'0. CROSS A,\/OUNT DUE FROM 1I010WJl.FR 30.185.51 :'art. ,1 \/()U\TS J'lf[) /I)' OU IN IIU/ME OF /JORIWWU{: '1.01 De-Dorit ur tarnrrt nlonr)' 500.00 202. Prlndcll./ amount ot nrw IOV1h) 203. E.h(intr loani.) t.-.ktn wbit('t to 20.. CARPET ALLOWANCE 2 000.00 205. 206. 207. 20R 20~. ..1d;UJim'n/.~ for IIemJ ull[nid by .l(!ller 11(,. Cln'!town UlIU to 2] I Count). tu:tr 212 Aue..znrnu to to 213 214. 21~. 216 217. 218. 219 ~~I). TiJTAL PAW IiY/EOR BO/I/WJl.V{ 2,500.00 ]O(J. CASH .~ T SFTTl.FMPVT FROM/TO BORROWER J01. Grou amount due- trorn bolTOwi:1" (line J~O) 30, 185.51 302. Leu unoue" paid by !for borro9l'u (liru:o 220) (2 t 500.00 ]03. CASH ( rn FROMI (, .TOI BORROWER 27,685.51 P":!\I'OU~ EdilJOn 15 Obsolete 1.~6~Ctd~~ 6 '}-+--r>-'~- II ';2,;) , ,(:! c.( K. SUMMARY OF SELLER'S TR^NSACTION 400. CROSS AMOUNT DUE TO SELLER: 401, Contrlet &Ilea prloct! :l9.90U.00 .02. Penona.l pro~n)' 403. 404, 405. AdiwlmenlJ (or "e"" oaid by seller in odoonce 406, Clty/town tu.n 11/22/0'lo 12/31/02 8.69 407. li:GiIGPlu.. 1 C/22/0Jo 06/30/03 220.82 40S. AUl!'ume-nt, to 409. LOT RENT PRORATION 56.00 410. 11/22/02 TO 11/30/02 411, 412. 420. CROSS AMOUNT DUE TO SEtLER 30 185.5! 500. REDUCTIONS IN AMOUNT DUr TO SEJ.l.FR: 501. Eueu de olit- r;ee in.structions) 602, Settlement cbn"'e. to IeUer fline J4fXN 1,794.00 503, Exiriinf Joanh) taken aublect to 504. P. olf ot tint mo"'~ t! loan 605. Pavolf o( Kocu"d mort....!:! loaa '06. CARPET ALLOWANCE 2 nnn nn !iOi. 508, 509, AdiwtmenU 'or ilem.< unr>nd bv selkr 610. Cjtyftown tuel to IH 1. County tue. <0 IH 2. A....unenb to 513. 014. 5U. FINAL WATER BILL 73.73 516. &17, IH8. MB. 520. TOTAL REDUCTION AMOUNT 3.867.73 DUE SELLER 600. CASH A T SETTLEMENT TO/FROM SFI,U.R 601. Gro.. amount due to _1Iet' (line 420) 30,185.5\ 602, ~ reduetton. in amount due ..Uet (linR 520) I( 3 867.73 603. CASH ( O! TOHo FROM) SEttER 2h.117 7. "I ' I HUD-I (5-76) (hI'!. )Cl~ II? if<l<~,'0) (/" :;2~-O2. r()11 ~~v;(' jld<e.c!> c 'f:(~::J- -.2 L S~TTL~Mt:NT _!IIIi. '/lIt II S.1 U:S/iIIUJI\FII:, ClJ~JMISSI{)N I"",'d "n 1""'(, $29.900. lJlllslun o(CommiuwlI (line 7()O)a~ fO{{f)Wil; -~897 . 00 ,,, HALE REAL ESTATE -;-';::-;89700 '0 REALTY EXECUTIVES CHAnGES la; 6 % P AID FROM BORROWER'S FUNDS AT SI::TTLEMENT PAID FROM St:LLl':H. 'S FUNDS AT SE1'TLEMEN"1' ]0:1 Comml!i.llllOIl ~lud at Settlement 1,794 00 Il.!-l - 1'101 L"..n UOK-lna(:iol1 "-ee 602. L"aJl OiSCouflt H(j(). 1f/:\1S I'A r..1/iu: IN ('O,YNFC"f'IU;Y WITII LOAN .. % bed Al-'vraiwl f,,1.: ~~O.l C,,,dll H,'pon eU:, t..l'nd"r's Insp"l'ti,1jl }'e!" to ,,, E~; '11,,,'tg,,,&:,' IllsU\anfl" Applicati,)n Fee tn h' A,..;uml'IHlIl F,," ti(Jil .l'_Ui> bill. .":....1.1 _ '/I/I! III. 11...Ii/iI! I/il.ll II} U\Jii./i to lilc' Plln IN .IIJI' n'o: 'IV I I" l~""~1 J rO'1\ ", .' , Iday .~~~_~yJtl:ao:;.' 11I.~ltCall(''' fr<:,miurn for ~~.~d IllslIlann Premiunl for months to !/(J.: yelUll to years to 'JUt ((Wi!. IU:,/m I':'" m.I'OSIf/'.D WITII Lf.'NnER i--~~:~~,~-' ~"U"H IIUl S.((ltIlH'l\( lOT (luslng {",e _L}~_ Ahsn,,('( <If (Jll.. ~"ar!'h lIOJ. Ti~lt "l\..J.n'ln..t",,', months @ $ m{)llths@' montlu @ $ per month per month per month ;:;:,:;:";":;,,:;:,:::,:,c::,:,,,,,::::::: :~~~~!ti~~!~f~~~~}M?~~!~~t~~~ ......,.................,......'..,......... ............................................ . IOOl CUl.ml)' jllOperty taxes months @ * months @ $ m<H\ths @ $ months @ $ per month pel' month per month pet month .-:~~~_~~__ lli./ald UlsunH1CI: 100~. !\-h;rll!.llgt: IllSUraO('1: IIlOJ. Cill pfO{wrty Ia.Xl:!> lOll!'. ...."llUa.l "~I:~HI"'nts In<)nth$ @ $ per month I/IJ(). '/'ITU' Cllll<(;/-::; w to '" . -2.~ U4 I I lJ~. Till.. 11lSlltar\('1: bmdt'l w L)ol'ulllent l'lt'l,...rlltlon <0 IIO(j NolaI\-' lL'es '0 1107 Atlornn-'s fet'_. to (lfi/'l!ld('.\dJ(II'('ill'!II.\'lIIlmj)f'r.~; ) ::::::::::::::::~:::::::::::::::~:::::;::: ::::::::::::::::::::::::::::::::::::::;:;:: II(Ji'I rill" 11lSIHiHa'e '0 __.J.!.!.!5.'..~~d,'s (If"J/'!' Ill'fll.\ rWIIlIJt'rs; j *;:::::::;:::::::;:::~:;:::;:~::::;::::' ::;:::::;:::::::::::;:;:::::::::?::::::::: j I O~I tt'Il.let'st'O""rllgl' , , ::::::::::~:;:;:::::::::::::;~:;:;:::::~ ::::;::=::;=;:;:::;:::;:::::;:;:;:::::::;:; :::::::;~:::::::::~:::;:;:::;;::;:;:::::: :;:::::::::;:::;:;~:::;:;:::;:;:;:;::~:::: ..~~~.!"'r'~ ('o"~fllge rllll...:..-__ J 1 I ~ . ~~ll] f--- 1:!:(Jl IllIlI. t;lill.:I<NHV,\'f' IiVCOIWINC AN/J TRANSFER CHARGf.'S 1:.W:L l{el'Ol '/llll': I""s: I)eed.s Cltrl<,:(Jllrlt) laxlslamp$: Dted, ..:..~_~:a~!SLtI1lP> Dt.-ed $: ; M()n,:q:e . ; Mortcaa:e . ; Mancq:e , ; Releuel . 1~1I4 J "lUO. IJIIII. '1Ii/JIT/l)'\,tl. SLT1'U:ME,\T CIIAI1CES I :IUl Sunt')- '" _L:::'j!~~:;~I~.:!~l to 1:IU;J 1:10.1 I :1Ot.. I4UO. TOTAL Sf'.TTl.LMI';N'1' CHI1RCK'i (enter on line, 103 Section J and 502 Section K) 1,794 00 HUD-] (5-76,\ ~M&rBank Manufacturers and Traders Trust Company, 1100 Wehrle Drive, PO Box 767, Buffa.lo, NY 14240-0767 September 18, 2002 ~~~~UWOC@ SEP 23 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) MIRIAM F KUHNS 8/1212002 IRWIN, McKNlGH1 & HUGHES To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D. O.D. Accrued Interest Balances (Includes Accr. lot.) $1003.19 $.60 PASS SAY 21000000990772 OPENED 7/91 MIRIAM F KUHNS 4334 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: yf;fL<--;~t.~~ ~L.(-O~L Authorized Signature I DATE: '(-I ~ - D 2- APPRAISAL OF PERSONAL PROPERTY OF THE ESTATE OF MIRIAM F. KUHNS. 184 RUSTIC DRIVE. SHIPPENSBURG. PA ON SEPTEMBER 12. 2002: G.E. Automatic washer G.E. dryer Miscellaneous small kitchen appliances Sharp microwave Modern stoneware partial dish set Common dishware in cabinets Dry sink with cupboard top Square oak extension table 6 Oak dining room chairs @$ 15.00 Miscellaneous pots & pans 4 Common cast iron skillets @$ 5.00 2 Cane-seat chairs (need re-caned) @$ 7.50 Oak clothes tree Walnut drop leaf table 2 Common table lights @$ 8.00 Floor light 2-Piec"e living room suit (shows wear) Miscellaneous Tupperware Walnut drop leaf table with drawer (oval) Box fan Miscellaneous games Bedding & linens 2 Footstools @$ 8.00 Magnavox portable color television RCA VCR Oak arm rocker Step-end stand with drawer Linden anniversary clock 2 Modern wall shelves @$ 3.00 5-Ft. wooden step ladder Miscellaneous cookbooks 2 Modern arm rockers @$ 22.50 Common door mirror Common pole light Magazine stand with light Miscellaneous books 19 Longaberger baskets @$ 55.00 Other miscellaneous baskets 2 Hess trucks @$ 20.00 Kitchen utensils Some costume jewelry 2 Common hand-carved trays @$ 10.00 Princess House pieces $ 150.00 $ 100.00 $ 25.00 $ 55.00 $ 25.00 $ 20.00 $ 425.00 $ 140.00 $ 90.00 $ 35.00 $ 20.00 $ 15.00 $ 15.00 $ 175.00 $ 16.00 $ 8.00 $ 20.00 $ 20.00 $ 110.00 $ 5.00 $ 3.00 $ 35.00 $ 16.00 $ 55.00 $ 60.00 $ 40.00 $ 22.00 $ 20.00 $ 6.00 $ 5.00 $ 15.00 $ 45.00 $ 3.00 $ 8.00L$ 12.00 $ 8.00 $ 1,045.00 $ 15.00 $ 40.00 $ 20.00 $ 10.00 $ 20.00 $ 10.00 II-Piece Revere stainless cookware set 24 Libby glassware set 16-Piece stoneware dish set in box Miscellaneous Pyrex bake dishes Texas Instrument calculator 3-Piece Waterfall bedroom suit including dresser, chest of drawers, & double bed with mattress & box springs...................... Red & white quilt Kneehole desk Barometer Card table 3-Piece oak bedroom suit including dresser with mirror, wash stand, & double bed with mattress & springs........................... Common oak stand Custom-made cedar blanket chest 3 Old comforters @$ 25.00 2 Modern comforters @$ 10.00 Touch lamp Electrolux "Discovery" upright vacuum cleaner Nursing rocker (needs re-caned) Nursing rocker with cane seat & back Child's arm rocker Kerosene lamp (electrified) Common table lamp Walnut-finish Empire-type chest of drawers Realistic stereo with 2 speakers 5-Piece wrought patio set Porch glider in wooden frame Craftsman 22-in. lawn mower Miscellaneous lawn & garden tools Garden hose 3 Folding lawn chairs @$ 3.00 Christmas decorations APPRAISIJP BY: Jfk~~-.,t'WI /~e Dennis L. Gotshall, Auctioneer/Prop. Dan Hershey Auctioneering Service PA Lie. #AU-002306-L 3 Brown Road Shippensburg, P A 17257 -2- $ 22.00 $ 15.00 $ 20.00 $ 15.00 $ 3.00 $ 110.00 $ 60.00 $ 45.00 $ 3.00 $ 5.00 TOTAL: $ 325.00 $ 25.00 $ 90.00 $ 75.00 $ 20.00 $ 5.00 $ 40.00 $ 15.00 $ 35.00 $ 25.00 $ 15.00 $ 3.00 $ 65.00 $ 20.00 $ 20.00 $ 25.00 $ 40.00 $ 15.00 $ 3.00 $ 9.00 $ 15.00 $ 4,165.00 ~ FARMERS NATIONAL BANK OF NE~LI~E ,.!../..li,"li/"n ./..< ti~lilli (;''''''/1' /\/'/'":II!/,II H""d, September 3, 2002 Roger B. Irwin, Esquire Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013 ~~~~uw~~ SEP -. 6 2002 RE: Estate of Miriam F. Kuhns IRWIN, McKNIGHT & HUGHES Dear Mr. Irwin: Miriam had the following accounts with this bank, both of which were in her name alone: Checking account #15-249-8 opened Dec. balance of $3,972.01. This account was not Savings account #5005160 opened August $4,970.10 plus $9.46 accrued interest. 27, 1988 interest 12, 19~3 with a date of bearing. with a balance of death ve.!:y tru. ly yours,:::y: ~ /44-~~3!rr- Carolyn'H. Kough Executive Vice President I~O.Box 1;h,Nc:wville,PAC"2-il. (71') 77()-:;:.,12 ~ -- ~ i G) '"" s .... (I) r- .... ~ " I , , , \~ ,~ \,.. '.... \~ , \,r- ,'0 \~ \~ , \", \~ '-.. \.... \i , '1\ '0 \,0 , '..c:. '0 \c:. \,0 \,0 \~ \0 \~ \(1) , , \ Il na--pol"o ~~~g "':tEpoltn ';. ~"o ",,'"0 I""'otn~ tn3-' .on:ppol ;01""',,0 _.~ ~ ~ ~ tn "" Q '"0 :P """ ~ ~ """ (Ii nn"o :pc:tn "o3Ci) I""'~pol poltn"" "",,0-' I""'l""'tn tn:P"o .. ~ dO '"0 .on :Pg:tE pol """nl"'" ~Ol"'" ~c:"" """,,0 (Ii-' ~ o c: "" tn r"'.'. """,c,, . \~\\ ~N'j~ coo'" ~~~o ,-om'" "'-4 : "'~ )<;l:' ~ CI ~ ... ...< ~ ~'"' 'e I III co ... t i~ ... """ ~ '3\ ?G 0-0 11:10 WtS g~~ ~rn""" """~~ "".. rn ,~~ ii~ ?:ii ~(l;'" w.rn~ \IlO~ ~:rn ~~""" ~~~ """i ~~ h't ,..n1\t:5~~ q~~~'""-" '!t1ll1ll~1II ..c:.~01ll c:1\ i-=,~ 1ft 111 ,,~ S s ~ 111 n i ~ ", ~ ; ~ ~ t:t ~ ~ '"" ", ~ ~ ~ '"" o ., r\ """nr>)~~~ ~c:"""ClO~ ... """~~~~~. tnr>)r>)""- ,,0 " I I""'~r>) r>) :pClO~ ~ %~~ ~ d"""r>) Ul i ... ... ... . 0. ~ ,,0 pol ~ .on n i -='s 1112 ",~ ~t; sr- ~~ ~ o 01\ 1\ ", ~; ;.::::& 1l~ ~~ ~ .... ,.. ~ :;; !::. ~ ~ .. or ~ \, /'?-ef/6'-6 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 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 REV-1547 EX AFP 101-03> ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17D13 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-17-2003 KUHNS 08-12-2002 21 02-0801 CUMBERLAND 101 MIRIAM F Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :iS~'-j-Ex-AFP--(oY:03T-NOTicE--OF-iNHEifi;:ANCE-TAX-1rpPRAIsEMENT-,--AL:rowANcE-oR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KUHNS MIRIAM F FILE NO. 21 02-0801 ACN 101 DATE 03-17-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 61.167.22 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 61.167.22 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 13,624.41 12.387.90 (11) ll2) (13) (14) 26.012 31 35,154.91 .00 35,154.91 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~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 .00 35,154.91 .00 X 00 = X 045 = X 12 = X 15 = (19)= .00 .00 4,218.59 .00 4,218.59 TAX CREDITS: . ....~...... (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-12-2002 CDOO1833 184.21 3,500.00 01-24-2003 CD002084 .00 507.66 PAYMENT MUST BE MADE BY o5-12-2oo3~. TOTAL TAX CREDIT 4,191.87 BALANCE OF TAX DUE 26.72 INTEREST AND PEN. .00 TOTAL DUE 26.72 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THT~ ~nDM ."nD T....,...a. ......yft.._ . /7-Pb-6 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-li07 EX AFP 101-03> ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE '03 APR 28 P 3 :01 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-14-2003 KUHNS 08-12-2002 21 02-0801 CUMBERLAND 101 MIRIAM F Recorded {" rtlce of RefJist;;;( \,IVins Allount Rellitted C1erk""Crf'f..tf;', Court PA ci..eriand Co., PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i&ifj-EX-AFP-foY:oiY------...-iNHERITANC'E-fAX-STA-fEHE-tif-o-F'-Accouiff--...--------------------- ESTATE OF KUHNS MIRIAM F FILE NO. 21 02-0801 ACN 101 DATE 04-14-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-17-2003 PR I NCI PAL TAX DUE: ................................................................................................................................................................................. .......................................... 4,218.59 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-12-2002 CDoo1833 184.21 3,500.00 01-24-2003 CDo02084 .00 507.66 03-21-2003 CDo02325 .00 26.72 TOTAL TAX CREDIT 4,218.59 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: MIRIAM F. KUHNS Date of Death: August 12.2002 No. 21-02-0801 Pursuant to Rule 6.12 of the Supreme Court Orphans' 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: -X..... Yes _ No 2. Ifthe 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. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 5/28/03 ~" // /J. ~, Signature C". ;81 )9QUII1:) Ua() IRWIN, McKNIGHT & HUGHES Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle. P A 17013 City, State, Zip (717) 249-2353 Telephone Number L~: L d 82: A\(W (0. X Personal Representative Counsel for Personal Representative Capacity: