HomeMy WebLinkAbout02-0909
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of /!to /t.~/~ A. /(v" Iii
also known as
21-02-909
No.
To:
Register of Wills for thy I
Deceased. County of ~ ~/e.. d in the
Social Security No. 1'1 S -0 '7- of '70 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut "'"
in the last will of the above decedent, dated IU~ v,-.t., ,'t
and codicil(s) dated .
l/fI/ian /... Jr,,,. f?/ /r-eJec..~s~ 7e~ I-r>..- Ih-> r .200.2
named
,-i9~1
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Oecendent was domiciled at death in {!u",be-r/~ CouJ;lty, Pennsylvania, with
hI" last family or principal residence at "!12 ~kyc,J.re ~v-<-,
MP.I.tu.....;rs6''''J I~ ,H-!k;,
I (list street, number and muncipality)
OeceJldent, then L S- years of age, died (') cf'c k 2- , * Zoo 2- ,
at I'I1AtlJd72 (" _t!!' .
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:
Oecendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 71? DOl'!. -
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in ~1l11SY.lv~it . $ / bq O'fltJ
situated as follows: 'f/? O~r7d,,,,,-e. ~. 1tI€'J..I!t,,~s":J( 1'.4
WHEREFORE, petitioner(s) respectfully request(s)t,he probate of the last will and codicil(s)
presented herewith and the grant of letters fe..-h. IN.A ~
(testamenta y; admmlstratton c.t.a.; admlDlstrauon d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWE~TH OF PENNSYLVANIA 'I ss
COUNTY OF U...j,,~N J
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and
before me this 7 th
OeTOB R
subscribed
day of
1\9!; 002
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Register
1-I10').S05 REV9!il(,
This is to certif}' that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R,egistrar. The original certificate will be forwarded to the State Vital Records Office for permanenr"!:;ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
f~~~o~~~eg~~ ~
Fee for this certificate, $2.00
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8606915
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Date
'i\,,~aJA.. .l!11
COUMONWEALTH OF PEHHSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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I. Morris A.
AGEllaol_~. UIClER1~
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Kuntz
1. 195
07 - 4970
<October 2 2002
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~o. 21-02-909
Estate of
MORRIS A KUNTZ
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW OCTOBER 9 U: 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 MARCH 31, 2001
described therein be admitted to probate and filed of record as the last will of
MORRIS A KUNTZ
and Letters TRSTAMENTARY
are hereby granted to DAVID MORRIS KUNTZ
Probate, Letters, Etc. .........
Short Certificates( )..........
x-pages
Ketluntlation ................
$
$
$
$ ~.OO
TOTAL _ $ 293.00
.q<;r9.~F;~. ~'" .?99.~................
270.00
12.00
6.00
~.a"""/0CJ</-' /A26 V.h~
Register of Will~ A2e../ / 'Y
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ATIORNEY Up. Ct. I.D. No.)
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ADDRESS ~ ('1~/(
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PHONE
Filed
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LAST WILL AND TESTAMENT
OF
MORRIS A. KUNTZ
I, MORRIS A. KUNTZ, of the Township of Upper Allen, Cumberland County, Pennsylvania,
declare this to be my Last Will and revoke and make void all former wills, codicils and other
testamentary dispositions by me at any time heretofore made by me.
ITEM 1:
I direct that all my funeral expenses, cost of placing a gravemarker and the sum
necessary for the perpetual care of my grave shall be paid from my residuary estate as part of the expense
of the administration of my estate.
ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical after my
death.
ITEM 3: I give, devise and bequeath all of my estate of every nature and wheresoever situate,
together with insurance thereon, to my beloved wife, VIVIAN L. KUNTZ, providing she survives me by
thirty (30) days.
ITEM 4: Should my wife, VIVIAN L. KUNTZ, predecease me or die on or before the thirty-
first (31 st) day following my death, I devise and bequeath all of my estate of every nature and
wheresoever situate, together with insurance thereon, and in equal shares, to my grandson, DAVID
MORRIS KUNTZ, per stirpes.
ITEM 5: I direct that all taxes and interest and penalties thereon that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the administration of my Estate.
ITEM 6: I appoint my wife, VIVIAN L. KUNTZ, Executor of this my Last Will. Should my
wife, VIVIAN L. KUNTZ, fail to qualify or ceases to act for any reason as my Executor, I appoint my
grandson, DAVID MORRIS KUNTZ, in her place.
ITEM 7: I direct that my personal representatives or their successors shall not be required to
give bond for the faithful performance oftheir duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this t q day of Yrl aM---L
,2001.
~(].k
MORRIS A. KUNTZ
Signed, sealed, published and declared by the above-named Testator as and for his Last Will and
Testament in our presence, who, at his request, in his presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses.
C--t
-; residing at
qO'iS \:)e..r\'~shll'.c:.. A\J~.
l'f\e..c.-ho.f'\I<.<;" bu.r'j, 1-b. I f OS$'"'
'7'/ b b E:Je.LY.s!n~ Ave=-
.I-1E'c./htI.,J I c: c.;.b '-'.'2..( I/'A / 70~
~ "-m. ~ residing at
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
A. ,..KUNTZ, ~ ~,~ ' and
, the Testator and the witnesses respectively, whose names are
signed to the attached or foreg . g instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as his Last Will and that she
had signed willingly, and that he executed it as his free and voluntary act for the purpose therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as
witness and that to the best of his or her knowledge, the Testator was at the time eighteen (18) years of
older, of sound mind and under no constraint or undue influence.
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Witness
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Witness
Subscribed, sworn and acknowledged before me NE"IJ lR( F. r6yAJh~ MORRIS A.
KUNTZ, the Testator, and subscribed and sworn to before me by 't.i:ti;,. N. ~
and ':)-8.1 ~~ .f\~, the witnesses, this ~/01~y of t^1 ~./
2001.
...........,...'-'...,...~...."."""""''""2!.i_...,~
NOTARiAL SEAL '
HENRY F. COYNE, NolIvY Pld:
~ Twp., Cumberland CouQty.
-, ComIIdsaIcin ExpIres .IllIlfI7. ...
;
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
MORRIS A. KUNTZ
Date of Death:
October 2, 2002
Will No.:
21-02-0909
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on October 17,
2000:
Name:
Address:
Mr. David M. Kuntz
730 West Main St., Palmyra, P A 17078
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
COYNE & COYNE, P.C.
Date:
'rff~
e, Esquire
3901 Market eet
Camp Hill, PA 17011-4227
(717) 737-0464
Pa. Supreme Ct. No. 53788
Counsel for Personal Representative
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 .... 02 00909
COUNTY CODE YEAR NUMB~~_.
SOCIAL SECURITY NUMBER
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
DEPT. 280601
_~ __.~_~RISBURG:~~A__1712!l-0601__
. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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KUNTZ, MORRIS A.
I ~A~~:~:T; (MM'OO'YEAR)-'T~~:2:/;=;~ (MMOO.YEAR)
T(lFAPPLrcABLE) SURVIVINGSPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAl)
!
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
195-07-4970
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
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5. Federal Estate Tax Return Required
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~ 1. Original Return 0 2. Supplemental Return
o 4. Limited Estate 0 4a. Future Interest Compromise (date of death after
12-12-82)
~ 6. Decedent Died Testate (Allach copy D 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
o 9. litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between
, .... ..' .__ '.__ ... _' .' 12~~1~91and1~1.~5l
! THISSECTJON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFl[leNTIA.l:TAx INFClRMA.TiClNSliOUL!j BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
, Lisa M. Coyne, Esquire
~~-
FIRM NAME (If applicable)
i Coyne & Coyne, P.e.
3. Remainder Return (dale of death plior to 12.13-82)
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113{A} (Attach Sch 0)
TELEPHONE NUMBER
717/737-0464
3901 Market Street
Camp Hill, PA 17011-4227
1. Real Estate (Schedule A)
(1)
:',,- C!AL '.'2E 0r:L~'
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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
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
138,000.00
None
None
None
96,992.58
None
None
(8)
29,644.17
2,994.48
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
(5)
(6)
(7)
234,992.58
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11)
32,638.65
202,353.93
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/Sec 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)
(13)
(14)
202,353.93
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 202,353.93 x .045 (16)
0 16.Amount of Line 14 taxable at lineal rate
;:
:!'
~ (17)
~ 17.Amount of Line 14 taxable at sibling rate x .12
~
0
0
S 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
9,106.00
9,106.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>>:-ElE:,stfRE'TO ANSWER)~L;;QUESTIONS:ON.REVeRS,E-SI[)E ANDRECHECK!M"'TI::I:R~ ";;;'<<:;;:';;'Jiib;
Copyright 2000 form software only The Lackner Group,lnc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
912 Derbyshire A ven~
CITY
,ZIP 17055
,STATE PA
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
455.00
Total Credits (A + B + C)
(2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
9,106.00
455.00
TotallnteresUPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3) 0.00
(4)
(5) 8,651.00
(SA)
(58) 8,651.00
8. Enter the total of Line 5 + SA. This Is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;................................................................................~
~~ ~:::~ :h~e~~:i~~:~s:~~;~s~~~.~~~~I..~.~.~.~~~.:.~~:.~~. ~~~~~~~~~~~ .~~. ~~~.i.~.~~~~ :::::::~:~:::::::: :::::::::::::::::t:1
d. receive the promise for life of either payments, benefits or care?.............................................................D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?........... .................. ...... ..... ............. ............... ..... ..... ............... ............ .......... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.. ........ ......... .......... ...... .......... ....... ............... ...... ........ ............. ...... .... ..........0
No
I
181
181
181
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 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. Declarallon
preparer other than the personal representative is based on all information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS
DA YID M. KUNTZ
;jf~
730 West Main Street
Palmyra, P A 17078
SIGNATURE OF PERSON RESPONSIBLE FO FlUNG RETURN
ADDRESS
DATE
n.-II, - 02.
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Lisa M. Coyne. Esquire
ADDRESS
DATE
3901 Market Street
CampHill,PA 17011-4227
~~.~\~~l.f::!E2i,t0~~~,,., ......,.,1" "t1"'G!-~"'---UL1I1m~1
For dates of death on or 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
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1 )(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) (ii)l. The statute does not exemo'a transfer to a surviving spouse from tax. and the statutory requirements for disclosure
of assets and filing a tax retum 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 (a) (1)].
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.
*'
SCHEDULE A
REAL ESTATE
..
I
____L__
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF~~TZ, M~~~~~-----~---~----~------~-I-F-ILE NUMBER--
_._ m._u._ ~~~_________. _.21..::.2.2..: 0090.?
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
----- -_.~-------,_..-.._-,- -,----_. ...- .-
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
---
I 912 Derbyshire Avenue, Upper Allen Township, Cumberland County, Pennsylvania 138,000.00
TOTAL (Also enter on Line 1, Recapitulation) 138,000.00
"
OMS NO 2502 65,r....
-02 ir
A B. TY" OF LOAN:
U.S DEPARTMENT OF HOUSING & URSA," DEVELOPMENT l.DFHA 2_DFfI1HA 3_0CONV UN INS 4 OVA 5.[~CmN. INS
, '"' ITUlAITl'JlJF.mm
SETTLEMENT STATEMENT BOLDOSSER 631313734
B ""ORTGAGE INS CASE Nlhl,18ER
: C i'iOTE TillS form is fW(!1isllvd /0 giyo, jOU a statement of OIcltlal sell/emfml costs AmOlJnts paid 10 and by lire sell/oman/ agent are shc~,n
/toms mackod "{POC}" wtirf>' :;.d or./side tho closing: IIwy Me 5/lown here for informalional purposos and am nor included in thf1lo/3!S
'" .1/"" l"Ol'>f)~sr,lll>rl)'l<nL '''':;~~'t''';
U I\A,'.1:.:. ANIJ N)UI{l'~.; 01' LJOllH(),' i::.'< I E NAME ANlJ ADl)f,l::SS Uf' SE::LlEI, NAME AND AUIJI{E"" uF LC:JucK
HICI<Y '\. llOLOOS.'jEfl illlU PHI MAllY RESIDENTIAL MOrHGAGE.
UEUI\/\ J.llOLDOSSE::1{ DAVID M.I<UNTZ. Exe,;Ulor INC.
olttle Est'Jtc llfMorris A, Kuntz:
G PRO?ERTY LOCATION H. SETTLEMENT AGENT: 23.2402316 I. SETTLEI.1ENT DATE
912 DERBYSHIRE AVENUE PURITY ABSTRACT COMPANY
~.\ECrlANICS81mG, PA 17055 DeceiT.!;er 11,2002
CU1\\a~RLAND County, Pennsylvania PLACE OF SETTLEMENT
3329 Markel 5lreet
Camp Hill, PA 17011
',,::,-( , K. , bOLL'"' "
100. GROSS AMOUNT DUE FROM BOR.ROWER: 400, GRaS AMOUNT DUE TO SELLER:
,. ontracl '" lice onrae '" rice
1 ersona roperly I ersona ropery
1 , ell-amen argesto orrower (L ~." '-ltJ I
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(I/uslmf;ns " ems " y e.ermll11Vllnce ~[/smens "' ,m, " y e erma vance
100 O\lny wp axes , " "' ouny wp axes " , 1888
ll'lT'""(';.ty'''x :0 '"' C1lyliJX '"
roll ~'CIl'J(ll I,l' ,"Zn~7:U1uJ I u!IT1rr' -;rrr{l.'"S\CI1{){)lla. 1<'1111Ul '0 Ollull(jJ UOllll"
W>J
,
111 ,
,
I
120 GROSS AMOUNT DUE FROM 8C,",:;WWEr~ I 147,969.39 420. GROSS AMOUNT DUE TO SELLER I 138,901.15
200. AMOUNTS PAID BY OR IN BEHALF OF BORROW R, 500. REDU nONS IN AMO N DUE TO SELL R,
, , epcsll or earnesl money I xeess eposr " nsruc'ons
flnc:pa mounlo ,w oans , emen argeso '" '"
203 t;xlst;ng loan sJ 1~~ef1 SU l)eCl (0 XISlI1[loans aensu)ec ,
'" I 504, Payoflo ,rs(Morgago
, , ,yo oseeon orgago
0 ,
'" I eposl " .asprocees
, I
"e I
fusmentS " ems npala::::/ .!IIer yuslmens " ,m, npal y '"
, ourlly wp axes .e ouny wp axes "
, ;1'1 " ., "y " ,
-' 0000 " , '00 " ,
,
- " I
_1
P
21/ 0 P
P
;:;:11 to/ilL 1-'11/1) lJY,FUi, LJOl-OIUWL:" , 12l;,lUO.QO :>:!u TU IAL m;oUCnON IlMQIlN rOUE: SE:lLEH , lUJ;a17
0" ...,IOSS moun "' com Qrrower'.l.-,ne I ross moun~e , '" '"
'"- L..CSS mount " y " orrowe',...:ne < '" eUCllons "' '" '"
303. CASH ( X FfWMI( TO) BORROWER i 21,769.39 603 CASH ( X TO) ( FROM) SELLER ! 126,973.99
The underSigned hcreLly acknowledge receipl 0/ a compleled copy of pages 1 &2 of this slatemenl & any attachments referred to herein
""COW" ~-t C CZt:z-
~~-;A' 60Lp-OS~, ',r
;.J:.-;;a "-, '0 :-\.)"~'-~
RA J. B LDf(.6SER
Seller
DAVID M. KUNTZ, Exeeulor
BY Jf.wJ Ill\ flk"f-EiC
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION BJsedon Price S 138,000.00 @ 7.0000 % 9.660.00
L...ViSIOIJO ommISSIOiJ{liIJ!!/OU)iJ5ro:,o"15
jUr. S-:;. J,. U 10 Ll:iITI]F{T2T7;TTlic: Ht:LI~
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U.,J <..-ommlSSlon <"ll(" e:,ernen
IV ,t<AN:,/ILIIUN 1-1:1: to LI;;NI UI1Y /.1~"CTO)\l'ERrREJl.'CTY:t
NIDi?:''''
enRFt0.'.,O'S
FUrir;,S"
SE 1T~ C If, '.'
!l00 ITEMS PAYABI.E IN .OWIE Tlor, WITH LOAN
~\.J J <";;In n!Jll1;] 'Oil -eo "to
"3iJ::; Lea,", U,seQllnl J [)(J'J'J . to
mn
f-'J{NAR'TRESTDEWTTACMt)
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u,',LJI;;I<VilRlTlNtTFI:L:
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[0 I-"'KI,",AK Y Kt:::'IUt:NTTA~
[c t',<lr...AI,Y I'L::,[IJE tAL:.
[0 l'I,Ir,IAJO IH::,10ENTI~
INL:
:-';1.
0".
900.
901
"
ITEMS REQUIRED BY LEnDER TO BE PAID IN ADVANCE
In:ereslFrom 12/11/02 \001ICi.G3 @ S 18.5438001day
r,rgage nsur;;lOce remlumor rr.cn SiO
hazar nsurance remll.m or ,ea,s to
21 days
%)
_u:o
1000. RESERVES DEPOSITED WITH LENDER
",001 Hazard InslJrance 2.DGO monlhs @$ 27.08 per month 5-\,1
~OO2 ...0rlgagetnslJrance ~" monl,s p" mant
Qunty wp axes , monthS p" manll <'
" " months p" moo
, onoo " ~,lJlJi.J montnsTT p" moo ':~ ,
, 0, moo , p" moo
, months p" moo
, , ','" monlns p" mant . ~ j -
1100. TITLE CHARGES
;101 SOlllolllcnl01 CIC>:iill!1 F""
11lJ~. "b51raclor Iltll,; eJrc.~
lu..> ,;tleExami,\alion
(j.~ n sure 051ng el er
1 :, .....acumen reparalon
i 1 0 . ;e~ary ees
..J....:torneys ees
(lneu esa oveJcmnum ers
1 u .,\ensurance
meu eS8 ovo ,rem r1i.lm crs
,,~ ...enaer s overage
,.'-' vwners overage
"
"
'"
\o,-,rst merlcan Ite nsurance a
'"
"
"
"
_~d :>
,
,
.a 1-"';,)
o cU
c _
'vU..J
00
,"'" u-.erIJlg eepa age
1200.
~ 20 ~
GOVERNMENT RE RDING AND TRANSFER
Recording Fees: Oeeri S 3a50: ~"Iorlgage
Ily ouny ax amps eeo
tate ax amps ,evenue :a..-"'os
HARGES
S 66.50;
Releases S
~ G 7 .001
,
or gage
orlgage
RECORDER OF DEEDS
'.;.::1
1300. ADDlTtONAL SETT
130i. Survey
1..>'-' eSlnspoc'on
EMENT CHARGES
'"
'0
'" c
'"
.~
".J0.! I,
,
.. 4,
U"
1400. TOTAL SETTLEMENT CHARGES IEnter on Lines 103, Sachen J and 502. Secllon K) v.:68.23
o"~~~""""."""",.,,,~,,",,,,~,,~,,-,,,,~"",""",o'''"'' '~.o\'.":~' .~Jf'" A /11
@fu~;";e~r:g'en~l. I '
Ce't;ied 10 IJ<I a true copy
[!lOLOOSSallllOlOOSSEl'lllG)
1'0"01
PA;DFP.OM
SEllER'S
FU"OSAI
S"'TlEME~T
,~~.u~
~.' J. 'J
~DIJ
"
;~"
':-~;1.-l2
~
"'
:".l;
.~,~
~
11,242.171
SCHEDULE E I
CASH, BANK DEPOSITS, & MISC. I
PERSONAL PROPERTY I
~~_..._.~...~___J
EsiATE OF .-~-~-~~.-~--~ -------rFlLE NUMBER.'- ---
___~____KUNTZ'~\1~RRIS_A'__.._nm~_____.~..L~03' 00~09~_~____
*'
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DeCED€NT
Include Ihe proceeds of liligation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
---._---.-.._~._-----~--~
ITEM
NUMBER
_...~---
I PNC Bank -. Checking Account "0.5140149838
VALUE AT DATE OF
DEATH
11 ,942.00
DESCRIPTION
2
PNC Bank.. Money Market Account No. 5001971776
80,823.00
3
Misc. Personal Property Per attached Inventory and Appraisal
4,228.00
TOTAL (Also enter on Line 5, Recapitulation)
96,993.00
DEC-13-2222 09:37
P,'CE""J< elF DEPRRTMENT
412 7<5 e'057 P.01/01
..
..
0PNCBAN<
December 12,2002
Lisa Marie Coyne
3901 Market Street
Camp Hill, PA 17011-4227
RE: Estate of Morris A. Kunts, deceased
SSN: 19547-4970
DOD: 1012/2002
Dear Ms. Coyne:
In response to your ~ for Date of Death lm1.~ for the custOIllCl' noted above, our .
records show the following: . -
CheddnR AC:COUDI
A<XlO\ll1t #5140149838
Established 08101/1977
MORRIS A KUNTZ
DOD balance: SI1,939.01 + $2.90 accrued Interest
Savings Aeeowrt
Account #5001911776
EstabJj~ 02/19/1999
MORRIS A KUNTZ
DOD balance: S80,741.20 + $81.47 accrued interest
Please note thaI this office only provides elate of death balances for deposit accoUDts
(lRAs, CDs. Checking and Savings accounts). We do not proeess lID)' fiuucial
traDSadlODS or proTIde slatements. If you need assistance with any of these itans,
please call 1 -888-PNe-BANK (1-888-762-2265) or SlOp by your local PNC Bank branch
office.
SinQere1y.
~uJ~
RaChelle Wells
'1-800-762~1775
P7-PFSC.04-F'
. . 500firstA...
PiIbburp p~ 15219
. .
.;',
. _!'DIe
. .
"TOTAL p.al
\
CLAUDE C. WOLFE & ASSOCIATES
..
AUCTIOClEERS & APPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET' CAMP HILL, PA
717-761-2763
..
17011
October 3], 2002
Appraisal for the Estate of Morris A. Kuntz
912 Derbyshire Avenue, Mechanicsburg, PA 17055
LIVING ROOM
Pair of blue colored rocker/recliners
Floor light/stand
Cane seated stool
Inlaid coffee table and 2 end tables
Sofa and matching chair
60.00
2.00
4.00
65.00
25.00
Pair of tale lamps
Large "Lake" picture
Slant top secretary desk with bookcase
Ceramic manger scene and figurines
Zenith console TV
5.00
2.00
21000
]0.00
30.00
October Morn print by R. Wood
Misc. contents ofliving room
2.00
]5.00
DINING ROOM
PA House table and 6 chairs
Johnson Brothers "The Family Village" svc/8 dinneIWare
Rogers "Eternally Yours" silver plated svc/8 flatware
Pair of copper candlesticks
Pedestal cake plate
295.00
60.00
45.00
8.00
20.00
Misc. glassware in corner cupboard
Corner cupboard
Misc. decorator plates
Artificial tree
Misc. contents of dining room
25.00
500.00
10.00
5.00
25.00
CLAUDE Co WOLFE & ASSOCIATES
"
Kuntz appraisal
Page 2 of
Litton microwave
Dormeyer mixer - old
Toaster
Table and 4 chairs
Table lamp
Misc. everyday dishes
Misc. glasses
Utensils
Flatware
Cookware
AUCTIONEERS & ARPRAISERS
FAMILY OWNED SINCE 1912
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-761-2763
KITCHEN
Electric pencil sharpener
GE side by side refrigerator
Misc. contents of kitchen
Sewing notions
Old camera
Mirror
Linens
Electric iron
Christmas decorations
HALL
MASTER BEDROOM
Michael Howard 2-piece bedroom suite - queen size
Pair of table lamps
Stool
Misc. contents of master bedroom
"
20.00
1000
1.00
35.00
1.00
30.00
1000
10.00
10.00
25.00
2.00
100.00
25.00
1000
2.00
2.00
20.00
1.00
5.00
495.00
3.00
4.00
15.00
CLAUDE C. WOLFE & ASSOCIATES
"-
AUCTIONEERS & APPRAISERS
"-
FAMILY OIVNED SINCE 1912
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-761-2763
Kuntz appraisal
Page 3 of
FRONT BEDROOM- END
Misc. HO train equipment
Luggage
4 Piece "Waterfall" bedroom suite
Pair of boudoir lamps
Alarm clock/radio
Composition doll
Eureka tank vacuum cleaner
Wicker stand
1930's Chrome lamp
Misc. contents of bedroom
FRONT BEDROOM- MIDDLE
Zenith portable tv with stand - old
GE VCR
Shabby Chic dresser with 2 marble tops and mirror
Tan colored table lamp
Black colored student style lamp
Bookcase
Misc_ books
Old kitchen table and 2 chairs
J-DraweT file cabinet
White table lamp with yellow flower motif
Magazine rack
Christmas decorations
Misc. cooking appliances
Misc. contents of bedroom
>
300.00
3.00
300.00
2.00
1.00
20.00
12.00
4.00
15.00
20.00
20.00
20.00
195.00
1.00
2.00
20.00
8.00
12.00
12.00
1.00
4.00
10.00
10.00
15.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTlON!;.ERS & APPRAISERS
FAMILY OIVNED SINCE 1912
2009 LINCOLN STREET' CAMP Hill, PA 17011
717-761-2763
Kuntz appraisal
Page 4 of
DEN
Sofa and matching chair
Coffee and 2 end tables
Pair of wooden table lamps
Pair of green colored rocker/recliners
Hexagon shaped stand
Floor lamp
Hospital bed
Folding table
Misc. wall plaques
Painting of covered bridge
VCR tapes
Small boom box
Misc. contents of den
FAMILY ROOM
Pair of end tables and coffee table
Pair of table lamps - tobacco motif
Matching floral motif sofa, loveseat and chair
Walker
Desk chair
Converted tv cabinet
Misc. books
Plaque
Seascape picture
Computer desk
Clock
Wooden magazine rack
TV trays
Globe
Puzzles
"'
40.00
25.00
5.00
60.00
1000
10.00
10.00
1.00
3.00
5.00
20.00
10.00
20.00
40.00
5.00
50.00
1.00
15.00
10.00
5.00
2.00
3.00
15.00
2.00
5.00
5.00
4.00
2.00
CLAUDE C. WOLFE & ASSOCIATES
..
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE [912
2009 LINCOLN STREET' CAMP HILL, PA 17011
717-761-2763
Kuntz appraisal
Page 5 of
FAiWILY ROOM- continued
Greek upright vacuum cleaner
Ironing board
Foot bath
Mjsc. contents of family room
LAUNDRY J BATH
GE washer
GE dryer
Hamper
Trash can
LOWER BEDROOM
Sentry safe
Desk chair
3-Piece bedroom suite
End table
Misc. milk glass
Pair of hobnail milk glass lamps
Bed- linens
Alarm clock
Hassock
Trash can
Mjsc... contents ofbedroom
GARAGE
Metal cabinet
Broiler
Potty seat
3 Folding tables
Card table
..-
40.00
1.00
1.00
20.00
50.00
25.00
1.00
1.00
50.00
3.00
195.00
7.00
3.00
3.00
10.00
2.00
1.00
1.00
20.00
1.00
1.00
1.00
6.00
2.00
(LAUDE C. WOLFE & ASSOCIATES
AUCHDNEERS & APPRAISERS
"-
FAMILY OWNF:D SINCE 1912
200' LINCOLN STREET. CAMP Hill, PA 17011
717-761-2763
Kuntz appraisal
Page 6 of 6
GARAGE - continued
Plastic chairs
Misc. garden tools
Skill rechargeable drill
Craftsman rechargeable ~ewdriver
Craftsman electric edger
Electric weed whacker
6' Aluminum stepladder
Sears 18" electric hedge Limmer
Craftsman 14" electric heige trimmer
T ora 18" electric rear bagging lawn mower
Wheelbarrow
Seeder
Step stool
Electric stove - old
Hardware
Misc. contents of garage
5.00
15.00
5.00
2.00
8.00
5.00
8.00
10.00
8.00
10.00
10.00
2.00
3.00
1.00
2.00
50.00
AEPRAISAL TOTAL S 4,228.00
This Fair Market Value appraisal is true and correct to the best of my ability as an
auctioneer and appraiser ...ith 35 years experience.
Member. Certified Appr.isers Guild of America
CLAlIDE C. WOLFE & ASSOCIATES
\~, v...{J~ t\~~
W. K. Dusty Chapman, CAGA
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
"'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.j----~-
'I FILE NUMBER
. _________________21 - 02 - 00909
ESTATE OF KUNTZ, MORRIS A.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER I DESCRIPTION
------ ----- - - -~------------------_._-------_._--_._-------- .---._--------
A. FUNERAL EXPENSES:
1. Malpezzi Funeral Home, Mechanicsburg, PA
AMOUNT
4,233.00
2.
Reception
3.
Flowers
4.
Engraving of Headstone
B. i ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Coyne & Coyne, P.C
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
State
Zip
4.
City
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7.
1
Other Administrative Costs
Postage
2
Legal Advertisement-- Cumberland Law Joumel
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9. Recapitulation)
100.00
100.00
200.00
10,050.00
293.00
37.00
75.00
14,556.00
29,644.17
.. I Schedule H
__c:~~~~~~~~EYei:~~l;~~~NIA J______ AdrJ1fn~~~;:t\;eX~~;;~:~ti n u~~
3
'-- ---I FILENUMBER------ ---
__ ______ 2l..:02- 009Q9_______
ESTATE OF
KUNTZ, MORRIS A.
Legal Advertisement-- Patriot News
97.00
4
Claude C. Wolfe & Associatesn Appraisal
240.00
5
Century 21 at the Helmn Realtor's Commission
9,660.00
6
Real Estate Transfer Tax
1,380.00
7
Century 21 at the Helm-- Transaction Fee
125.00
8
Upper Allen Townshipn Sewer
177.00
9
Radon Remediation Installation for Sale of House
685.00
10
Reserves
1,000.00
11
Cleaning Supplies
100.00
12
Lawn Care and Snow Removal
300.00
13
Income Tax Preparation
200.00
14
Travel Mileage for Executor @ $.32/mile
160.00
15
Toll Calls for Executor
32.00
16
Cleaning of House to Prepare for Sale
400.00
Page 2 of Schedule H
I
. I
COMMONWEALTH OF PENNSYLVANIA I
INHERITANCE TAX RETURN
RESIDENT DECEDENT _________1.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
~-~~~,==="'----=--c--=-c==---"'~"--===~-=c-=-=,=-"cc==
I FILE NUMBER
21 - 02 - 00909
..
ESTATE OF
KUNTZ, MORRIS A.
Include unreimbursed medical expenses.
----.-~~-----~-- -
ITEM
NUMBER
.~.
I PP&L
DESCRIPTION
AMOUNT
397.00
2 Uncleared Checks from Checking Account
3 Verizon
4 West Shore EMS
5 Bank Card Services
6 United Water Co.
7 Manor Care
8 Central Pa. Rehab
9 Pulmo Dose Pharmacy
874.00
39.00
77.00
145.00
32.00
1,389.00
18.00
24.00
TOTAL (Also enter on Line 10, Recapitulation)
2,995.00
REV.1513 EX... (9-00)
SCHEDULE J I
COMMONWE^, ~H OF PENNSYLVANIA BEN E F I CIARIE S I'
INHERITANCE TAX RETURN
R~~IDEN!_.o!:S;~I2~N! __ ____~______ ____~~____________,_.______ __~_____~______ __~_____
ESTATEOF KUNTZ~~~~~~ -=-==-_--~__=_~==_~]:~~ N~I~~~R~~~~9=~~=~
.--1 I RELATIONSHIP TO I AMOUNT OR SH RE
NUMBER " NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY , DECEDENT I OF ESTATEA
_____~._______l---..------- ,~____________.._________,__________________..__________ _.________r_OO_NOlLlst_TDJstee(SI_--+__________
I. I TAXABLE DISTRIBUTIONS (include outright spousal distributions) I
I David M. Kuntz I Grandson 1100%
730 West Main St., Palmyra, PA 17078 '
..
I
! Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I
II.
iNON-TAXABLE DISTRIBUTIONS:
:A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT
'!BEING MADE
,S, CHARiTABLE AND GOVERNMENTAL DISTRiBUTiONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET'!
I
'-
rID' @ @ @ 0 W lliilR\l
lIUJ! .~, lillli
111\\ I OCT I U ~ \!U1i
IuD! :=J
Register of vlills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2002-00909
PA No. 21-02-0909
ESTATE OF KUNTZ MORRIS A
(LA~l, ~L~bl, MLUULb)
Late of UPPER ALLEN TOWNSHIP
L:ULV1~t.;KLAl\JU LUUN 1 t I
Deceased
the 8th
19th 2001
Social Security No.
day of October
195-07-4970
WHEREAS, on
dated March
2002 a~ instrument
was admitted
to probate as c~e
last will of KUNTZ MORRIS A
(LAbl, .blK::il, lVllUUl...:':';;
late of UPPER ALLEN TOWNS~=?
2nd day of October 2002 and,
WHEREAS, a true copy of the will as
THEREFORE, I, MARY C. :2~I]IS
CUMBERLAND County, .,;ho died on the
probated is annexed hereto.
, Register of Wills ~n and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to KUNTZ DAVID MORRIS
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 8th day of October 2002.
~-0'__".J~ nT//}. Ift"- ~.ou-'),...
~~g~ Wl 's
* *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
..
N
...,
"
l-f~
" '"
~Ul
.....
e:st
o
>:
.~
ft
..
"
LAST WILL AND TESTAMENT
OF
MORRIS A KUNTZ
I, MORRlS A. KUNTZ, of the Township of Upper Allen, Cumberland County, Pe:msyjv:mia,
declare this to bo;: my Last Will and revoke and make void all fonner wills, codici;s and other
testamentary dispositions by me at any time heretofore made by me.
ITD!l:
I direct that all my funeral expenses, cost of placing a gravemarke:- ~1.d the sum
necessary for the perpetual care of my grave shall be paid from my residuary estate as part 0:- :.'-:e expense
of the administration of my estate.
ITE\12: I direct that all my just debts and funeral expenses be paid as soon as pr::.::::c::d af:er my
death.
ITE~! 3: I give, devise and bequeath all afmy estate of every nature and wr.ere~0e"'er situate,
together with insurance thereon, to my beloved wife, VIVIA1'l" L KUNTZ, providing she ~:.:........ives me by
thirty (30) days.
ITE:\I 4: Should my wife, VIVIAN L. KUNTZ, predecease me or die on or be:cn: the lhirty-
first (3 [st) d:lY follo\ving my death, I devise and bequeath all or my estate of every nature and
wheresoever situate, together with insurance thereon, and in equal sh<lres, to my grandson, DAVID
MORRIS KliNfZ, per stirpes.
ITEM 5: I direct that all taxes and interest and penalties thereon that may 1x: assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as J p:lrt of the expense of the administration of my Est:lte.
ITEM 6: I appoint my wife, VIVIAN L KUNTZ, Executor of this my Last Will. Should my
wife, VIVIA.l'i L. KUNTZ, fail to qualify or ceases to act for any reason as my Executor, J appoint my
h>r.l.ndson, DAVID MORRIS KUNTZ, in her place.
'- . I
ITFJ\1 7: I c:rect that my per~llal reprcsent:l.tiv6 or their successors shall f.C", ~c r::qu!re( to
give bond for the f::::.......A.:l performance of their duties in any jurisdiction.
TN WIThES WHEREOF, ] have hereunto set my h:md and seal to t1:is, fT.J -=--25;
\'hil and \
Testament, this ~ day of I'll CLult/
,2001
'rrto-Vu-i (]. -1L~
MORRIS A. KL'1'.iZ
Signed, se:=.~t.-'., published and declared by the above-n3.med Testator as and for :-;.;: l..2.st Will <lnd
Testament in our F:~:::lce, \'.;ho, at his request, in his presence and 1n the presence of :::'-':J. othe:-, have
hereunto S\1b~ribed. c'.:.!" names as attesting witnesses.
~ ""m. ~~
residing at
'\o~ De..-'D'j5h,,,-,- ,".3.
m~ho.fllc:.sbu,-). t-:.. I'lCS5""
rL C--C'
/
resi.ding at
'1/ b b EY-LYSl,.LG' ,-"'E
/-1~c.!l-l:4JIC$!:..<.J.-LII/r 170S-S-
COMMONWEAL E OF PE~'NSYL VANIA )
) .so
COUNTY OF Clc-G'O:>.L,,,""1) )
rKUNTZ, V"-:; h, /1 _ ~~~,J;L4)JI' . anJ
I ~ ,. , , the Testator and th~ ..vi messes respectively, \\:'0$~ n:lrn~s are I
Signed to the att:;lc;-d or foreg g Instrument, bemg first duly sworn, do hereby ..:~.:1:lre to the
) underSigned authon::. ;",J[ the Testator Signed and executed the Instrument as hlS Last .... ..: :rr.d ...1at she
had signed willing::>. md that he executed it as his free and voluntary act for the ;-:::-;-ose ~herein
expressed, and that ~.;h of the witnesses, in the presence and hearing of the Testatrix, s-:g::::d the \\ill as
witness and that to :.":e best of his or her knowledge, the Testator was at the time eighr~ (lS) ye:!rs of
older. of sound mir.c '!.r.'1d under no constraint or undue influence,
'fn o-'1/U~ (), ..;d~
MORRIS A. KUNTZ
~ Y'\\. ~.-
Witness '
~..e..C-z!1
Witness )
I.
......~~-~..-. -
'.,-',-~... -
-.'::,~.:"';:7.~:T"';';';~--'-
.....
.....
- "
He rJ iAf I- rrw-'lh' \IORR1S A.
, ,
'I..dJ" /vi. _-'!.;'~Uvc.
f'1 cw-e)". "
Subscribed, sworn and ncknow1cdgcd hefon: ml.:
KUNTZ, the Testator, and subscribed and sworn to before m~ by
and T-8,,~~ R
2001.
.f~ ' the ";tnesses, thIs -J C>Jfl~ay of
G~~..._."".__"->m_.
NO''''.\t;lI-\L t:EAL
. HENRY F. co:iiJE, NoIGr; p~
~lpdGn Twp.. Ct:mbailand Colmtj
_1<1 Ccml1JssJOi, E>;>iros June 7, 2004
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
COYNE LISA MARIE
3901 MARKET STREET
CAMP HILL, PA 17011
n_nn_ fOld
ESTATE INFORMATION: SSN: 195-07-4970
FILE NUMBER: 2102-0909
DECEDENT NAME: KUNTZ MORRIS A
DATE OF PAYMENT: 12/18/2002
POSTMARK DATE: 12/17/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 10/02/2002
NO. CD 001966
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,651.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$8,651.00
REMARKS: LISA M COYNE ESQUIRE
CHECK#18
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
(l(l0
IllC'"
I1S'"
..... 0' .....
1-'"(0 (')
Ull1ro
..........
ro III 0
~ ::>,.,
0.
'U ::0
:<>(lro
0-0
C .....
~::>Ul
->rtrt
0'< ro
~ H
W~O
C'"
::\-::;:
::r.....
0.....
C.....
Ul Ul
CD
'::
~
() 0
~'" 0
3:<O~<
"'D~~ Z
:I: 3: 0 m
p~:D _
r:ll Z ....
- ;>;m 0
"m-< 0
~--lcn
~ ,.-<:
-...I~~ Z
g::cS;; m
i:m:E:O
"'--l 0
!:j .
(/}-tl.s-b
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APrRAISEKENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSIIENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
i.
LISA M COYNE ESQ
COYNE & COYNE PC
3901 MARKET ST
CAMP HILL
PA 17011
02-10-2003
KUNTZ
10-02-2002
21 02-0909
CUMBERLAND
101
Anount R_itted
-
ltEV-1547 EX M'P till-In
MORRIS
A
(9)
(10)
) CHANGED
(ll
(2)
(3)
('I)
(5)
(6)
(7)
138.000.00
.00
.00
.00
96.992.58
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER Of WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS .....
REV=is4"j-EX-AFP-foFii3rNfificE--OF-YIiHEifi'i'ANCn;'iic-A"ppRAiSE"ENi"~--Ai:.i-owANCE-OR-----------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUNTZ MORRIS A FILE NO. 21 02-0909 ACN 101 DATE 02-10-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. stocks and Bonds [Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hort8ag&s/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. ~olntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Misc. Expenses (Schedule HI
10. Dabts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of rex Return
13. Ch.rlt8ble/Gove~ental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Est.te Subject to Tax
If an assessment was issued previDusly, lines 14, lS and/Dr 16, 17, 18 and 19 will
reflec1: figures 'tha't include 'the 'tD'tal Df Mob. re'turns assessed 'tD da1:e.
ASSESSMENT OF TAX:
IS. _aunt of line 14 at Spousal rat. (IS)
16. A.aunt of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxBble at Coll.teral/Class Brat. (18)
19. Principal Tax Due
NOTE:
29,644.17
2.994.48
Ill)
(12)
(13)
11'1)
.00 X
202,353.93 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
sublli t the upper portion
of this forn with your
tax payment.
234,992.58
3'.63R 65
202,353.93
.00
202,353.93
00 =
045 =
12 =
15 =
.00
9,106.00
.00
.00
9,106.00
(19)=
rAX CREDITS:
(+, AIIOUNT PAID
DATE NUllBER INTEREST/PEN PAID (-)
12-17-2002 CDOO1966 455.30 8,651. 00
~
TOTAL TAX CREDIT 9,106.30
BALANCE OF TAX DUE .30CR
INTEREST AND PEN. .00
TOTAL DUE .30CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYIIENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORtI FOR INsr.uorT~ l
~
STATUS REPORT UNDER RULE 6.12
,
o
O~
Name of Decedent: MORRIS A. KUNTZ
Date of Death: OCTOBER 2.2002
Will No. 21-02-0909
Admin. No.
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:
Yes -.lL- 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. Did the personal representative file a final account with the Court?
Yes_ No--X-
b. the separate Orphans' Court No. (if any) for the personal representative's
account is:
c.
interest?
Did the personal representative state an account informally to the parties in
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' Court and may be attached to this report.
Dated:
~-.2r---o3
z
IS MARIE COYNE,
1 Market Street
CampHill,PA 17011-4227
(717) 737-0464
Pa. Supreme Ct. No. 53788
Counsel for Estate