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HomeMy WebLinkAbout02-12-15 � 150561�105 REV-1500`°`°"' "" � Pa peoartmentofRevenue Pannrybania oFFic�a�use ox�r Bweau oflndlvidualTaxes ������ Counry Cotle Year Fle Number PO e0x z8o6o� � INHERITANCE TAX RETURN �y}�� I, Harrisburg,an i��ze-o5oi RESIDENT DECEDENT 'ZI �� {Jn � �JV� ENTER OECE�ENT INFORMATION BELOW Sooial Securiry Numbcr Deta ol DeePi M1Iu00vnv pate of Birib NNooW�v OS/14/2014 07/OS/1924 Ducotlonfs Last Name Suffx oecedenl's Frst Name MI Kauffman James E Qf Appllcable)Enter Surviving Spouse's Information Below Spousa s Las1 Name SW(x Spouses Fi��Naine MI Spouse's Social Securily Number THIS RETURN MUST BE FILEO IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original ReWm O 2.Supplemen�al ReWm O 3 Remainder ReNm(�a[e o�Dea�h Pnor�a 121J-02J o a.��meea esie�e o aa.F�wre iniaren compmm�se�aa�a oi o s. Feoe�ai eswoe rax aew�aea��i�eo tleatM1 aXe�1&4-82) O 8 DeceOen�Diatl Tes�ate O 1 Deceden�Main�ained a Lrving Trasl 8. To�al Number oi Safe�eposit Boxes (niiacncopyorwup �niracncouya�rms�.) O 1 LiLyn�ion Proweas Receiretl O 10. Syousal Povetly Cretli�(Da�e of Dealn O 1l. Eleo�lon�o Tax untlerSea 9113(H) eetwae��1&9151 an01-1-95) (Al�ac�SCM1e4ule O) COFRESVONDENT- iH15 SEQION MUSi BE LOMVLETEP.ALL C0R0.RPON�ENCE ANo W NFI�ENTIAL iA%MFORMAiION SHOULU BE DIPECiED TO'. Name Daylime Telephone Number � Peter J_ Russo (717) 591-17� -^ � �'� o -n c� � o aEcisrEa or w(eEs use ory�p =� �� � � � FrstLineolAdtlress � N �-� 5006 E Trindle Roatl � � -n �' . . _3 �' -�.i Semnd Llne otAddress '� �v rn Suite203 � _ �`� T> C�ity or Posi ORice State ZIP Code onle raeo y � Mechanicsburg PA 1�050 GorresponaenPs e-mail atltlress:pfusso@pjflaw.COm Onoer pe�elues ol pe�ury.I tlecere�nal i�ave exammeo Inis eeWm.IncluQmg acrompanving scnetlules antl s19�emen6,antl lo Ine besl o�my knmrleage and�elref en0 mmp�¢le.Declerelion ol pmpere�ot�e��nen��e parsonal�epre5en2Lve is�asetl on a .n�o�ma4pn u�wmtli prepaer'ius aM knowio�gv. SIG� T�E O PERSON R PONS BLE FON FlLING RETURN pAiE Aoa�Ess � l� LICs I � S 2�z .0 e ti( - , ��. )1s6�,¢ � J7o � � 2�46�i.s— SIGNATO�EO REP EkOi HHNHEPNE5ENIqINE OATE AD�ftESS PLEASE USE ORIGINAL FORM ONLT Side 1 L 150561�105 1505610105 J I / J15056102�5 REV-0500 EX(F1) Dece4enCs SoualSacurity Number oe�eae��:mame�. James E. Kauffman RECAPITULATION 1 RealLstatelScM1eauleA) . . . . . .. . _. . . .. . .. . . .. . . . . . .. . . _. . _.. t. 40,000.00 2 Stocks antl BonJs'(SGietluln B) . .. . .... . . .. . .. . ... . . .. . ... . .. . . .. . 2. 3. Closely Held Corpora�ian. Patlnarship or SoI�P�oprietoahlp(SCM1edule Gl . . . . 3- 4. Mortqages antl No�es Receivable(Schetlule 0). . . .. .. . ... . .. .. . . .. . ... . 4. s. casn,eenk oepos-its ena Mlswilaneous Personai ProueM Ischeaub E).__. . . 5- 230,602.66 6. Joinlly OwneO Vroperly(Sclietlule F) O Sapereta 91111ng Nequested ._. . ._. 6. ]. Inteo-Vrvos Transfers 8 Miscellaneous Non-Pmba�e Propehy (Schedule G) O Separate Bliling Raquestetl_ .. . . .. Z 8. To[al Gross Asse[s(to�al Lines 1 �M1mugh��. . . . . .. . .. . .. . .. . .. . . .. . . .. B. 270,602.66 4 Funeral Expenses antl Atlministra�ive Cos(s(ScM1eJule H�. . ... .. . .. . .... .. . . 9. 17,261.09 ip. �abts of�acetlent,Mortgage Liabili�ies and Liens(SCM1etlule I). . . .. . ... .. . . . 10. 74$_15 �1. Total Oetluctians po�al Lines 9 antl 10�. . . . . . .. . . . .. . .. . . . .. . . .. . .. . . n. 18,004.24 12. Net Value of Estate(Line e minus Line 111 . . . . . . . . . . .. . . . . . . . . . i2. 252,598.42 �3. CM1an�ableantlGovemmentalBequeslsl5ec9113Tms�s�orwM1icM1 an eleclion lo lax�as not�een matle(Scl�etlule J) . . . . . . . . .. . . . 13 14. Ne[Value 3ubjec[m Tae(Line�2 minos L�ne t3) . _. . .. . .. _. . .. . .. . . _�6_ 252,598.42 TA%CALLULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15 Amoun�o!Lina 14��xbla Bl IM1B BpOU88I ld%(B�B,O! Iransfers under Sec.9ti 6 (e)(L2)X 0_ 15. i6. Amount of Line 14laxablc a�nneairate x o45 252,598.42 �s. 11,366.93 t]. nmoum of Line ta taxabie atsi�linqrate X.12 t]. 18 Amounl ol I Ine 14�exablo a�calle�e�alrate X.15 �5. t9. TAX DUE . ... . . ... . . . ... . .. ... ... . .. . .. . ... ... t9. 77.366.93 20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUN�OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 J RhV-0SOUGX(ql Gage3 FleNumbe� Decedent's Complete Address: ceceoemrsrvnme James E Kauffman �raEErnooaEss 4837 E. Trintlle Road Cliv -. � SrqiE ziv Mechanicsburg �"� PA 17050 Tax Payments and Credits: 1. Tex�ue�Page 2,Llne 19� �1) 11.366-93 2 Cretl��slPayments A.PnorPaymenls . B.Diswunl - � TatalCretltls�A+O) Q) 3 Imeres. (3) 1. Il Lme 2 is grea�er Nan Line�+Line 3,en�er�he tlif(erence. This is�he OVERPqYMENT. Fill in oval on Page l,Line io ta request a refund (4) 5. I(Lne 1-Lme 3 a grealer Ihan Line 2,en'er�he DiHerence.iTis is Ne TAX OUE. (6) 11,386.93 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dld tlecedent meke a t2nsler entl'. Ves No a. reteinNeusearincomeo(Ihepmpetlylranslerteo......... ......._ ......_ ...._.. ❑ � b. relaln�he righl�o tlesignete who shall use�he pmpeny Iranslertea on�s Income._........._........_.............._ ❑ � c. re�ain a reversionary in�eres; ......... ...._.. ......... ......... ........ ❑ � tl. receive Ne pmmse(or b(e ol ei�her paYmen�s,benelils or cere� ......... ......... ........ ❑ � 2 II dea�h occurred a(�er Dec.12. 1982,d�,tl decetlemlrangler property within one yearol dealh withoutrecervicgatlequalewnsideration'+ .___ ......... ......... ........ ❑ � 3. Diadocotlen:ownan"in:msttor"or0ayable-upon-tleethbankawountarsecuriryathlsorherdeath'+. ._...... ❑ � A. DItl deceden;own an mOiNtlud re�iremenl acwunt annui�y oro�he�norvproba�e O�ope�y.which con�ainsabene�aarytleegnauo�7 ........ . ._..._ ..__.. —.... .. � ❑ IF THE ANSWER TO ANY OF THE ABOVE QIlE5TI0NS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For tlales of dea�h on orafler Julv 1, 7995,antl before Jan.1, 1995.�he�ax rale Imposea on Ihe ne�value of�ansfers to orfor�he use ot�he surviving spouse �s 3 Pe�em�z P.s.gsi�s lal li.���'���. Por da�es of death on or afler Jan. 7, 7995, the tax ra�e imposed on the net value ot �ransiers �o or(or Ihe use oi Ihe surviving spouse is 0 pemen� [72 P.S§9116(a)(1.1)(li�].The s�aWte does no�exemp�a Iransfer�o a survi�ng spa�se fmm�ax,and the s1a�Wory requiremenls(or disdosure of assets and filing a�ax raWrn are s�ill eppli;able even.�Ihe surviving spouse is Ihe only beneficiary For tlates o(aeath on ar afler July 1,2�00: . Toe tax rate Imposed on ihe net value of iransfers from a deceased child 21 years ol age or younger at tleath to or for ihe use of a naWral parent an adoplrve parent or a s�epparent of Ihe child is 0 percent[72 PS.§9116(a)�1 2)�. . ThetexraleimposedonihanetvaWeofiransfareloorPortheuseoilhatlecedenfslinealbenefcianesis4.5pemen�,exceplesnotedin�72P,5.§9116(a)(1��. . The tax rate imposed on Ihe nel value of transfers ta or(or the use of the decedenl's siblings is 12 percent�72 PS. §9116(a��1.3)�.A sibling�,s de(ined. under Section 9702,as an lntlividual who has at least one parent in common wi�h�he deceden�,whether by blood or adop�ion. REV�lS@ E%:(t2�127 `'i�Jpennsylvania SCHEDULE A ... oecnmmervrornevervu[ REAL ESTATE INNE0.pANCE TN 0.Eip0.N 0.ESIOEM OECEOfNT ESTATE OF: FIIE NUMBER: James E. Kauftman 21-14-0503 pll real property owned solaly or ee e tenent in comman murt Ee rcporte0 a[hlr market value.Fair market value is deMed as the pnce at which pmperty woulE be exchangetl between a willing buyer antl a willing seller,nelther being mmpelleE to buy or sell,both having reasonable knowle0ge of the relevant faRs. Rwl property that is 7aintly-ownW wlth riqht of survlvor6hip must be discloseE on ScheEule F. Attach a coDY of Ne settlement shee[If the p�operty has been zold. REM IntluEe a[opY of th¢EeeE showing decedenPs interes[if ownetl as tenan[in mmmon, �A�UE AT DATE NOMBE0. OF DEATH oesca�Pnoe 1� Raw Land on Werirville Road 40,000.00 TOTAL(Also enter on Line 1, RecapiNlation.J ; 40,000.00 It more space is neeGeG,use adEitional sheets of paper o![he same size. .�� �� � „�,�,,,. , _ v�, ��amee� .� . �� Vinntm+nhrnrdrrrtm�l oovanry-Txo�U9f3) . p[ttllttl� IlWE'S C. V� Ife, ot P. 6 Ml uDlll�omnaY w�tv� PowsYlvmla. 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N P19M1waY No. 943 alon9 aforee so'Idcl� � laod n�w oeloomuely o(Guy R�Iele n oawl��Ib�h. Rau�ManaM G1.'vr M. Kau.Luan. Ne wllc. .�ol��el�s a�a asslans. �. rnrinocc w�tM1 tM1u x t . . Ai:�omee�•m.o�aao�,��ois�s. �sv�. ae�a�o�wm�n�.�.,�.m�ndandro:�m . � sr�,'' 24mx1E91 . mne c�n�ee,, e „m.���mire o ��oeea, a �ro�� - eec��m�s, :� aa n�.n�..��u��o�in��.o.��������o.i r��'�`�a��m me m.nea.�a�e.�.,, =ao:���ma.en o „oio�me� v m�me�==. a oa+G��m�me�ia ,na��iaer�m. 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Full Repart Mas[e� DisUict 21 Owner Name KAUFFMAN,JPMES E 8 BAROARA L ParcellD 210403]1030 MallAtltl� 10]HOLLOWLANE ProperryNtltlr WERTNILLERD MailAtltl2 DILLSBURGPAI]019 ClrySta[eZip PA SUEtlIvlslon Owner�isplay JAMESE&BARBARALKAIIFFMAN HouseNumber Las[Sale Dafe Year Bullt Last Sale Price Property antl Owner Informa[ion Platlmage ProperryType RORESIDENTIAL-OUT-BWLOINGSON CareotName LantlUseCOEe 109AUXILIARVIMPROVEMENTS SCM1ooI�ishict 4 Lantl Descrip�lon LAND APPROX i ACRE NelgborM1ootl 210� LotContloUnitlO CensusTract 118.01 La11Wtle -]].016458 CensusBlkGrp 0 LonglWde <0281921 Assessment Values LantlVdlue $39,500.00 BUIItl�ngVelu¢ $500.00 TotalValue $C000000 CleanAntlGreen � Transfer�Saie�History Builtling Characteristics YearBvilt OeetletlAcres 1 EH Year Built StoAea Llving Area SF 0 Owelling Type LivingAreaFactor 0 Sewe�Type UNKNOVJN LivingAreaTotal 0 ftoadType pIRTIGRV LImltingFactors WaterSource NONE file:///C:/Users/W indows/AppData/[,ocal/Microsofr/VJindows/Temporary°/a20Intemet%20F... 9/5/2014 aeuasoa ex+toa�iz7 �pennsylvania SClIEDULE E �17 oeanArner+.orr+Evcxuc CASH� BANK DEPOSITS & MISC. �r+xex�rar�cE*n.xE.uxn pERSONAL PROPERTY aesmexroeceoervr ESTATE OF: FILE NUMBER: James E. KauRman 21-14-0503 IntluCe[he pmceeds of litigation anA Me Oate Me proceetls were receivetl by[he estate, All propeety laintly owned with right of survivorship must be disclosed on Schedule F, REM VAW E AT DATE NUMBER DESCRIPTION OFDEATH �, MembersislFCU-AccINo.2037-00 32.77 p, MemberslstFCU-AcdNo.2037-11 22,655.89 3, Trailer 500.00 q JohnDeereTractor 1,200.00 g Shed Contents 200.00 g Clothes 50.00 7 Metro 8ank-AcctNo.7760489306 196,973.68 g. MeUoBank-AcciNo.7760490273 1,346J3 g GunCollection(12total) 7,155.00 �p, PNCBank 488.59 TOTAL(AISo enter on Line 5, RetaOiNlation) S 230,602.66 If more s0ace is needed,use atlditional shee[s o(paper of the same size. St � 1�1� MEMBERSI" �oew�.caeorr v.ton REGULAR SAVINGS ACCOUNT: Account NumbedSuffix 2037-00 Date Account Established 0 V26/1973 Principal Balance at Date of Death $32.77 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $3277 Name of Joint Owner None CHECKING ACCOUNT: Account NumbedSuffix 2037-11 Date Accounl Established 01/17/1995 Principal Balance at Date of Death $22,655.49 Accrued Interest to Date of Death $0.40 Total Principal and Accrued Interest $22,655.89 Name of Joint Owner None MEMBERS 1s'FEDERAL CREDIT UNION �,/_id/�L � I�'!'Cml_ �.�n� Leigh-Anne Stallings Lending Insurance Support Supervisor July 15, 2014 Esfate oi: James E. Kauffman Date of Death: OS/14/2014 Social Security Number: 159-24-9526 5000 Louise Drive • HO. Box 40 • Mechanicsburg,Pen�sylvarila 17055 • (800) 283-2328 • www.memberslst.o[g � KERRY'S LAWN AND GARDEN EQUIPMENT CENTER 5220 E. TRINDLE RD. MECHANICSBURG PA. 17050 717 697•3366 NAME: BARBARA MUFtRAY ADDRESS: P.O. BOX 554 DILLSBURG PA. PHONE NO. DATE: SEPT.26 2014 PRICE WILL BE HONORE� UNTIL: WHILE IN STOCK SUBJECT TO CHANGE MODEL DESCRIPTION Q7Y. LIST TOTAL PRICE � Ia155 john deere Ia155 2010 modei year 1 $ 600.00 appox. Value $ 800.00 5x8 treller 2009 9 $ 400.00 appox. value TOTAL PRICE: LESS TRADE• IN: SUB TOTAL; � WHILE SUPPLY LAST T�: — TOTAL: $ _ SALESMAN: JIM 08/21/2014 10:19 717-920-4666 DEPOSIT SERVICES PAGE 02/B3 METRO BA N K 3801 Pazton Sireet 888.937.00D4 Harrisburg, Pq 17111 mymetrobank,com 8l21/14 Ashley ft. Malcom Law Offices of Pete�J. Russo P.C. 5006 East Tnndle Road, Ste 203 � Mechaniesburg, PA 17050 RE: Estate of: James E. Kauffman Tax Identifcation Number: 159-24952fi Date of Death: May 14, 2014 To Whom It May Concern: This IeNet is in reterence to decedent acoount infortnation you requested for ihe intlividual listed above. We are able to provide the following: AccountType� SV Account Number. 7760489306 � Date Opened: 11/12/2012 Date BEcame Guardian: 01I24/2014 Date Closed: 07/08I2014 Primary Owner: James E. Kauffman Guardian: Ba�bara L. Murray Accrued Interest: ""$ 26.36 Date of Death Balance: $198,973.68 Account Type:SV Account Number. 7760490273 fJate Opened: 12/09l2012 Date Became Guardian: 01/2412014 Date Clased: O6l03/2014 Primary Owner. James E. Kauffman Guardian: Barbara L. Murray Accrued InteresC"$0.10 Date o(Death Balance: $1,346.73 BB/21/2014 10:19 717-928-4666 DEPOSIT SERVICES PAGE 03/B3 i METRO BA N K 380� Paxton Stree[ 888.937.0004 Hardsburg, PA17777 mymetrobank.com "Please note: The accrued interest will not be paid if the account Is elosetl prior to the date the interest Is schetluled to post. Please(eel free to wntact us at 1-B88-93�-0004 if we may be of further assistance. Sincerely, � JenniferJacobs Research AssociatelDeposit Servites Metro Bank Entlosure Estate Inventory/Appraisal Prepared by G. Creig Caba Historian,Auc[ioneer,Appraiser,Antiquarian 2520 Lambs Gap Raad, Enola, PA. 17025 Phone 717-732-3204 Estate Appraisal for the late Mr.lames Kauffman, Who passed on May 14,2014. Prepared forthe Estate at request of Mrs. 8arbara Murray 107 Hollow Lane Dillsburg, PA 17019 Phone 717-514-7785 These guns were thoroughly and carefully examined with Mr. Murray present at his home in Dilisburg. All items were in exceptionally good but used condition, having been the property of Mr. Kauffman, known for his shooting and hunting interests. All weapons are of 20`"Century vintage and of "modem"type. The price reflects a medium of retail and wholesale priws reflective of Central Pennsylvania,ihus constituting a 'fair market price' as prescribed. 1. Thompson Center Arms,caL 50,k48511—description:a half stock engraved flintlock with brass mounting of butt plate, ramrod holders,trigger guard, and patch box. The octagonal barrel is heavily rifled. Modern vintage rather than antique. (Rangeof$700to1000. Average=$850.00) 2. M-1 Carbine with custom scope, 61ued finish to metal and a handsome refinisbed stock.Altered to single action for hunting purposes. A customized smpe has been mounted on the top of the frame. Range$700 to 1000= $850 3. Winchester 12 Gauge Model 50. This Winchester has 2'/.inch�hamber and checkering on the fore-stock and stock. A muzzle adaptor for flash suppressing purposes was custom fitted.Some minor wear from usage appears on the rear ofthestock. $650.00 4. Winchester'Nation-wide Turkey Federation "shot-gun of 12 gauge, Model 1300 with 2'/<and 3 inch pump action with camo grained stock and matching shoulder strap. $400.00 5. Browning Arms semi-automatic shotgun, 20 gauge for 2'/.inch shells. It has a lightwalnutstockwithincisedcheckeringonthewristandforearm. Believed made in Belgium. $400.00 6. Winchester DO single bolt action with smpe rifle has a dark walnut stock with fine checkering. It is of the 1940's era. Old, buf sturdy, leather military style strap with some leather custom decoration, 5350.00 7. Winchester Model 88 lever action rifle with scope. It has a plastic butt plate, fine smck with cross-hatching and oak leaf carved decoretions and attractive leather shoulder sling. No.243. $350.00 S. "TIKKA" Remington—Model—G6515portwithover/underfeaturecapaciry-12 gauge and 22 caliber mmplete with scope, ornate checkered wrist and forearm incised carving,and a fine leather sling. It operated as a single shot, users choice. Rare&customized for owner. Range ot$1200 to 1800=$1500.00 9. "Beofors Steel -COLT-PTFA Hartford Cal. 222 Rifle with swpe and single bolt action, No.56697. The stock is light weight and the wrist and fore-srock has decorative incised checkering. A f ne leather shoulder strap is marked"Ruger'. $500.00 10. Pistol/Handgun—Smith &Wesson (S&W) cal. 357 Magnum#581 with 4 inch barrel,walnu[checkered grips and leather holster. Serial no,AAE6267. $600. . 11. Pistol-Smith and Wesson (5&W)357 Magnum with 6 inch barrel,walnut checkeredgrips, Modell9-3. Serialnumher2K42060. $70D.00 12. Original cased or boxed Model 7, Revolver,22 caliber short with drop-out rylinder. Excellent original gun bluing surface. Imperial Met. Protector, Kingston, NCmarkedandserialnumber39470. $450.00 I certify this inventory and appraisal and the values to the best of my ability and knowledge reFlec[ fundamental fair market estimated value. The Commonwealth of Pennsylvania, Department of State, Bureau of Professional and Occupational Affairs in Harrisburg, Pa issued the Auctioneer/Appraiser License active since Nov. 14, 1994. No. AU003324L with ezpiration date of 2/28/2015. Thank you for the opportunity io assis[. � ������ G.Craig Caba Sept. 15, 2014 Copy of Will, dated 2/9/93 Noted: Colin Murray was to receive: Colt 222 Caliber Bolt Ac[ion, Model 30S Cal. Winches[er, Model 50 12 Gauge Shoigun,Tikka 12 Gauge Arm-sport Model 4651,and Model 1300 12 Gauge Turkey Gun. See Mrs. Murray for the signed document. Oct. 9. 2014 3: OiPl1 PNC Bank No. 46�6 P. 1 � � I.,V� October 9,2014 Peter S Russo Law OFI"ices of Peter 7 xusso 5006 E Trindle Rd STE 203 Mechanicsburg,PA 17050 RE: 7ames B TCauffrnan SSN: 759-24-9526 DOD: OS-14-2014 Deaz Mr. Russo: � In iesponse to your request for Date of Death(DOD)balances for ihe customer noted above, our records show the following: Checking Account � Account# 5115132882 Established: 11-04-2013 7AMES KAUFFMAN BARBATtA T,MURRA'Y GDN'UCO DOD balance: $488.59 +0.00 accrued interest Interest paid OI.Ol-2014 tluu OS-14-2014$0.37 YTD Please note thai this office provides date of death balances for deposit accounts(Ili,4s,CDs,Chec}5ng and Savings). We do not process any financial transactioas or provide statements. Lf you need assistance wiih zny of these items,please cell 1-888-PNC-BANK(1-888-762-2265)or stop by your bcal PNC Bank 6rmch aftice. Sincerely, Natioual Financial Services Center PIVC Bank,N.A. Member FDIC � This message is rntendedjor the ure of the individual or endty to which it is addressed and may conarin inforrnation that is prrvileged, confidential and exempi from disclosure under applicable Imv. If the reader of fhis message is not the rntended recipient or ihe employee or ogenr responsible for delivering this message ro the intended recipienf,you qre hereby notified thar�vry dissemination, distribudon or copying of this communications is strictly prohibited ifyou have received this couamunicatton in error,please nohfy me immediately by reply or by telephone at 800-762-1775 and immediniely destroy rhis fased documenY. Page ] of2 0.[vdSID f%f(08�09) ,�i pennsylvania SCHEDULE G Ti7 oevanrmervrornevervue INTER-VIVOS TRANSFERS AND �NxEa�*Ar�ce*n�aE*uzN MISC. NON-PROBATE PROPERTY xes�oeur oECEOErvr ESTATE OF FILE NUMBER James E. Kauffman 21-14-0503 Thls schedule murt be com0letetl and filed I(the answerto any of questions 1 through 4 on page Uree ol Ne REW600 is yes. �ESCRIPTION OF GROPERTV REM ixaweme�orwemu�sre�ee,mnaxannoxsmvmrccamruuo DATEOF�EATH %OFpECDS E%CLUSION TA%ABLE NIIMBER TMEocrtmrewsrw. +*rna�cawcrTMEonoravFas+h. VAWEOFASSET INTEREST iruw<sa.E�� Vf'.UE �. Metlife Group Life Insurance Claim No.2014 O6 01026 6,250.00 100 0.00 TOTRL(Also en[er on Line 7, RecaOitulation) S 0.00 1!more space is neeaeQ use atltlitional shee[s of paper of the same size. � FSGLi MetLife OFFICE OF FEDERAI EMPLOYEES' GROUP LIFE INSURANCE PO BOX 6080 SCRANTON.PA 18505-6080 September 25, 2014 Ms. Barbare L Murray 107 Hollow Lane Dillsburg, PA 17019 Mr. Richard A. Smith 7417 Morningside Drive . Silver Spring, MD 20904 Re: Insured—James E. Kauffman Claim Number—2014 O6 01026 Amount of Insurance - $6,250 Dear Ms. Murray: This lelter is regarding the Federel Employees' Group Life Insurance (FEGLI) benefits of James E. Kauffman. We want you to know that we are sorry for your loss and will do everything we can to help you. The Metropolitan Life Insurence Company (MetLife) pays claims for the FEGLI Program through its administretive office, the Oftice of Federel Employees' Group Life Insurence (OFEGl1J. OFEGLI must pay the life insurance benefits to the beneficiary according to Federal law, as described in the enclosed Order of Payment documenl. 7he terms, conditions and administration of the FEGLI Program is governed by federal s[atutes and regulations contained in the Federal Employees' Group Life insurance Act (°FEGLIA" or the "FEGLI statute"), 5 U.S.C. §§8701 -8716 and the federal regulations at 5 C.F.R. Part 870. Payment ot proceeds under the FEGLI Policy shall be made in accortlance with FEGLI's order of precedence 5 U.S.C. § 8705(a). The Policy specifically slates in 5 U.S.C. Statute 8705, that the FEGLI benefits are payable first to the designated beneficiary named by the employee in a signed and witnessed wriling, received before dealh in the employing office, or if retired, in OPM. Our office received a Designation of Beneficiary form from ihe Office of Personnel Management dated March 20, 2004. A copy of this designation is enclosed for your review. It is unclear how James E. Kauffman intendetl the FEGLI benefits to be distributed. Since this tlesignation is ambiguous on tha distribution of the FEGLI 6enefits, we are unable to determine howthe benefits should be paid. Re: Insured—James E. Kauffman Please review lhe enclosed copy of ihe designation ot 6eneticiary Form and inform this office in a notarized statement as to your understanding of how the benefits should be distributed. Our oKce will accommodate any agreement raached between the designated parties. If an agreement cannot be reached, the distribution of the FEGLI benefts maybe determined by a judicial resolution. Please respond within 30 days from the date of this letter. For more iMormation on FEGLI policies, please visit the Office of Personnel Management's website at: �mv✓.00m.aov/insure/life. Please enclose the requested information in the envelope provided. If you have any questions, you can call me at 315-792-6671, or you may call our toll-Tree number 1-8D0-633-4542. Sincer � Adam Bice Case Management Specialist Enclosure REV-15ll f%+(OB-13) �pennsylvania SCHEDULE H � .. oErnnlnervrornevcnue FUNERAL EXPENSES AND �xxeannxcera�eae�uan ADMINISTRATIVE COSTS aesmexroeceoexr ESTATE OF FILE NUMBER James E. Kauffman 21-14-0503 Decedent's debts must be reported on Srhedule I. ITEM NUMBE0. DESCRIGTION AMOUNT A. FUNERALEXPEN4ER . � �IGiant-Wncheon � � � � � � -� �� � � 41Z53 2 Aidare-Deltatir ��. . . . . . . . .. . . . .... . . .. ' ..�....1,317.00 .,.. .__ .. . . . 3 HollingerFuneralHome&Creamalory� � � � 11,768.80 j �-- _. . ._. . - :..-.. . , -. ... r , ._ ^:�._ . . . ._. ..,__ . , . , . _ . �_-:_ _ . . . .... , : ..... .. .. _ . .. __ _.___. . .____ .____ : �` . .. _ ._.. .�.-:: _.._ ___._ .. . . .. . i `_.___ _._. _.__. ... .___'___. _..___. . _. . __ ;�. . ... B. ADMINISTRATIVE COSTS: 1. PersonalRepresenW[IveCommisslons: �� � ���� ��� � F Name(s)o!versonai Representntive(s) " � '" � � � �- � StreM AGGress Ciry SWte ZIP Vear(s)Commission PaiE: �. Attorney kes. �3,000.00 3. Famlly Exemption: QF EeceEenPs aGAress ls not Ne same as tlalmanPs,attach explana[ion.) i „_.: _ . .. Claiman[ Street AdEress CiN SWte 21P Relationshlp of Clalmant to Oeadent 4. Probate Fees: '.. .. .... �. . . ,.75776 5. Accountant Fees', y � � fi. Tax Retum PreDarer Fees: ' . . . .. . . . . . .. ... . . . . . .___ . ..._ ____ ' . ...._ __. _ _. : �. .... .. .: .... . . I_ ,_._-- ___-_. _ __.__ .._. . . . .... . . � i ..._. .._ _. _ , , _. . :�- ,,. .. .... L. '__...__._ .____.__. ... ._... . ._. ..____ .__ . __.. __. �. s. ... � _—_ __ _. . _ . _. . ._. . ... , .,. �-. _�___ __. . .._ ( , .. ..,... .. . .. . ._ _, __"'"_ _:-_ .. ... _ . _ .... _ . . .__ . , t ... . , .. ... : . ._. .__.. . _._ _ _ . . ._ . . _ .... _. .. . _ . .... . .. _ . �;.. . ... . . . ... _ _._.. ___ —._ . . .. . . .. .. . _ . _ ._ ... �I . �. .... . TOTAL(Also en[er on Line 9, Recapitulation) S�� � 17,261.09 If more space is neeGeG,use additional sheets of paper oF[he ume size, in q��� . . � � . . HolIinger Funeral Home &Crematory, Inc. Edc L. Hollinger,Supernlsor ' August 21,2014 . � � earbara Murray � . � � � . . 107 Hollow Lane Road . � � - � . � . .. � Dillsburg, PA 17019 � � . � � �: . The Funeral5ervice forlames Kauffman: � � � � We sincerely appreciate the mnfidence you have placed in us and will continue to assist you in every way we can. Please feel free to contac[us if you have any questions in regard to this sta[ement. THE FOLLOW ING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACIIITIES,AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THATYOU SELECTED WHEN�MAKING THE FUNERALARRANGEMENTS. Professional5ervice � � � � � . TraditionalPackage �� . � . � . . . $5150.00 �. . Merchandise . Casket—FlatTopCherry . 4275.00 VaWt—Sentinel � 6iftEricandAnnan MemorialPackage—DeerScene � � Register Book, Memorial Folders, � � Acknowledgement Cards,Bookmarks N/C ATTHETIMEFUNERALARRANGEMENTSWEREMADE,WEADVANCEDCERTAINPAYMENTSTOOTHERS . ASANACCOMMODATION. THEFOLLOWINGISANACCOUNTINGFORTHOSECHARGES. � � Cash Advances � . � Grave Opening � 900.00 Cemetery Equipment 375.00 CertifiedCopiesofDeathCertificate.(10@ $6) . � 60.00 Clergy . � 125.00 Flowers- Family Spray 212.00 NewspaperNotices—Sentinel 313.94 � Patrio[ 357.86 Total Charges Paid in Full � SOI NORTH BALTIMORE A4ENIlE • MOl1NT HOLLY SDRINGS. PENNSYLtlANlA I 1065 • (v19) 406-343s • FAX(]v) qeb-3215 www.hollinger(uneraihome.com - . _ , m ,... , Posted Activity Since Last Stetement • . _ . ... __._ . . .... . .. .. .. ..__ . . . ._ .__ . . . . . ._ . . � Trans Date Post�ate Type OescrioNon Amount .."""__'"_"'__"_'_"""'__"""""""'__""""_"""""_"'___'__"'___""""""""""""__"_"_'_" [j O6/042014 O6/092074 Sale SOUI}iHILL�FSIGNS §9.95 [� O6/02/2074 O6l022014 Sale SOUIHHILLDESIGNS $9.95 I� OS/1D2074 05/182014 Sale GWPR6310 $47Z53 ❑ O5/16/2014 05/162014 Sale SOURiH0.L0ESIGNS $2.99 � OS/14/2414 OS/152014 Sale �ELTAAIR�060767839541 $25.00 � OSH4/2014 OS/t5/20t4 Sale OELTAAIR0062182835430 $633.50 n 05/74/2014 05/762014 Sale OWIKH2STFAKEANOLUeE $43A2 � 05A4/2014 OS/152014 Sale �ELTAAIR00621B2B35431 $633.50 � 05/14/2014 OS/15/2014 Sale �TAAIR0060767839540 $25.00 �] 05l12/2014 05/132014 Sale GRC'MFBEAUlY2of3 ' $39.95 ❑ O5l09/2014 OSA22014 Sale SOIfiHHILL�ESICaNS $236.57 ❑ 05/09/2014 OS/11/2014 Sale BOSCOVSI2 $185.82 �� OS/07/2014 05/07/2074 Payment PayrtenlThankYou-Web -$100.00 [� OS/07/2a14 OS/082o14 Sale H07lMRESAL6 FlNAL $450.00 �] OS/OS/2014 OS/07/2014 Sale SOIfIHHILLDESIGNS $238.39 �� 3�f.S3 �"�'u-� in Ws./roards.chaze.cm✓NAccamVACANryai728]615 ii�.a�az�aioi� � - w,w�r_ —Registero£Wills �d — ' me orcNz�it � �{ P SO � ��7.t/�.. � 5"b�i -�..��� Membwt 1vt FCU 5 immn Mro DNAw9 PA,iDi9 Memo fali G( ��i��_ � �;,[�� �: � 3i38224i�: 2L& Si1707 �i' OSL2 -PAI� P�PcK- `� o � � . ���p � m J e� r acs CUMBERLAND LAW JOLRNAL 32 SOUTH BEDFORD STREET CARUSLE, PA lyoi3 Telc (TJ)�493�fi6 Fa:(]Il)R693663 September 5, 2014 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Peter J. Russo, Esquire RE: James E. Kauffman Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: August 22, August 29 and September 5, 2014 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Paymentreceived $ 0 .00 Total Amount Due $ 75.00 Payment received by 111C SCIII��•CI P�ER J.RUSSO,ESQUIRE AD NUMBER PAGE NO. ww..��m 6e,li�k.�om SOO6EASTTRINDLEROAD q33295 tofl SUITE203 — —�- ------_.___. �� MECHANICSBURG,PA 17050-0327 ___ BILL DATE SA�ESPERSON ozuvE s�mxvmuc rz.e.raam 777-591-0755 08/29/74 woltc START DA7E STOP DATE —_'—___. —'__ _._. 08/75lib OB/29/74 � �N��� PD D SCRI T N CU55 LINES 433295 EXECUTOR'S NOTICE LETTERS OF ADMIN 10 PUBLIC NOTICES 46 • 2 cols Publication Insertions Rate NetAmount GrossAmount 3THESEMINEL-LEGAL 3 LGL 5244.26 TOTAL AD CNqRGE $z44 Z6 3PROOFOFPUBLICATION 01PRF $�.00 3 MOBILE SITE MOB2 §3.00 PurchaseOrder Est.J.Kauffman PAY THIS AMOUNT $25426 $305.11' 'AFTER 09/23/id Lee Enterprises no Ionger accapts cretlit card paymenls sent via e-mail. ------ Emails containing credi�card numbers will be blocked. Please use�he coupon below to sentl credit card payment to our lockbox. THE SENTINEL You may aiso send the coupon to a secure fax at 319-291-4074. c/o LEE NEWSPAPERS Thank you for advehising with The Sentinell Oeadline for PO BOX 540 in-column leqal atls is 4:00 p.m. two 6usiness days prior to W�17ERL00 IA 50704-0540 date of Insertion. For questions,call(717)24�-7130. rrnu.��mspomo�vdmyou.paymem Legal THESENTINEL ❑ ��k# ___.__ _ �Credi�Card qdNumbe� iI <33295 c/o LEE NEWSPAPERS ❑ � ❑ ws.� Q � ❑ � gillin9 D_te_I— 08@9/14 PO BOX 540 (" �' � WATERLOO IA 50704-0540 �a I—�l��('T� I I I I � �� qmaun[Due $ 254.26 Fap.Oale:l I ' �� " ��� Rmount'��I rvemamaecicare __ ____ pnclosed--� $ �P�ewre '___"' �..�a�- _ __.__"__—__..____ �e�emau�cn«�spa�,dem: �THESENTINEL w` °°0191 THESENTINEL � PETEft J.RU550.ESQUIRE 4o LEE NEWSPAPERS 5006 EAST TRINDLE ROAD PO BOX 742548 SUITE203 CINCINNATIOH 452742508 MECHANICSBURG, PA 17050A327 ���n������u�i��������u�������l��u�����v�u����������n,�� 21540200�000�433295000��000000��003051100000254269 REVA533 EX+(Qdl) �pennsylvania SCHEDULE I oevurtnexravaevervue DEBTS OF DECEDENT� �xrerucwaTu�ruax MORTGAGE LIABILITIES & LIENS �smerrt o[�oexr ESTRTE OF FILE NUMBER James E. Kauffman 21-14-0503 Report debb IncurreE by the EeceEent prlor to EeaM Nat remaineE unpal0 etlha Oata af tlaeth,Includinp unrelmbur9eE madlul aapen�as. REM VALUE AT DATE NUMBER �ESCRIPTION OF�EATH 1. .Dr.JeHreyMarks . .. . . . . . . . . . . 51.87 , 2 CouniryMeadowsatHome � �� V�� �� 776.00 , 3.�, GoldenLrving _. . .. .. _. . . . . .._ . ._. .. . _ _ .. . . � :< . . 6179 . ..,_ :: _, . .. . _ ........ . . .. _ . � . . . ,. x:.�.._ ,_ ^. . ... :� 4. 'Diamond Pharmacy I, � ,� 93.49 ' _. -::.. _. ..,._..: _._.-.: ... �.c;�. . r .--' �. S I Ven Steck '�. �� 160.00 . � _.. _. . ..,.. . .. . '�. � e CraigCaba-GunAppraisal �� � � �� 200.00. � —.:— : �.-, :_:- _.,.: .:':'. ' . ... . � _ : - 1 . .-..- ._ . _... . . . . . . _. . . . ......_ . � �i �,.�.v ��: ' . '� _._. ... _. _ .___. ....__. ,. �,.., . . �-. . .-. ... _. ..... _ . ._. . .,W.�.. �.. � �,.� , , ,_�, .. . __ .. _. .. . . . . ... . ... . , ��...: _ ._ . , -.. . . . .. . . . ... . .. .. . ._.. i:�.. � '.L., .0 ,. � . __ :_-. .__. ... . ... . . . . .. r.�. . .. ._� . . i 1 . .__ __. .. _ .. .. ._ . _. � r...:.. . . .. .. . . . ._ .. _:. _:: ,_ . ._ ., ,.._. , .: ¢. L ___ _. __ _—. 1 4.,e.. » .. .. .. . "__: .-:.. .._ .__ __.. .. ...._.. _..___ _. .. ..... . � � .... . _ : . � � . . . . . . .... w..... i , . . . . ... . 7w.. E _ .. __.. _... '� .�... . ..,.. -_-._. :.:�,- . . �-. _ .:.._ _::�_ . ._ . . �.....,.. . ._ _:._ . i: y � _ _ . ... � H... .. . ._. ._,: __... ... . . .. ... .. . _ .. k, ._ . .. . . e _._. . _. __... .. . . .. _._ �t -..... . :._. . .. :. _._. _ ___ .:_� ..._ t.,`_.. . ._'.. .: .. .___- .:._.. ___ . . .. _. ._.. .... . ..! �.._.. . ._ .. . ._ , ::., . . : :-- . .. . .. . _ _ . .. . . �-.i.'. ':�Jr� � ____ ___..___. _. _. _____. ___._. . �..:..� . ..__ -__ . .. .___ . . ... . �,... ...� . . , r—__ _'____.. _:. , ..._. . ..._. .. _-._ ..,. .._... . i t � . �,�, �..,. .. � TOTAL(Also enter on Llne 10,Recapi[ulation) S�^ � � �43.15 ��. If more space is needed,insert additional sheets o(the same size. �. --- Phona: 717-697-7602 �)MASTERCARD�� �� - OVISA -�- —_�—'— _ .__ � �rtl Number CVG �Amount James E Kauffman _- —__'.- _�_ 4833 E, Trindle Road � Signawre Exp Date "�l Mechanicsburg, PA 17050 � i ... - _- _—_. _ —_ .. ..- - '_—__' _ _. __—_' _'—__. . . ____ " - _.._ .. . - — _' — " n.::aemm�w�a+� a a.nn>.rm�m . . . . Charges and Related Paymenis for James E Kauffman . � � ServiceDale Provider Description DataPostetl Charges C�edits Remaining 1/9l2014 JSweeley 11]21DebtldemenlolToenails(640) $65.00 ProviderAtljus�men[ ��pp�yp�q $21 �� PA MEDICARE Check 1/22/2074 50.00 Allowetl:$4329 �etluc�ible:84329 APWU Check 1/30/2014 $0.00 PatienlResponsible 1/30/2014 ga8P9 10/31/2013 JSweeley iV2lDebtldemeNOfToenails(6-00) $65.00 PmdtlerAtljuslmen� 11/18I2013 gyy_gp PAMEDICARECheck it/1B/2013 $33b2 Allowed:$42,89 Co-Iwurance:$B.SB APWllCheck 1/30/2014 50.00 Palien[Respansible 1/30/2014 $8.58 TolalCharges: E1]0.00 Total Credlis: 5�g.» Balance Due: $5'1.87 0-29$a�ys�Oua � 30-59 Days Due � 60-89 Oays Due gpa pays Due� so.ao so.o0 . -. ss�.e� - - -� --� — --- -----. _ __.—__ --. _— — This is your las[statement. This account will be�Wmed over b.collec�ions�i(no paymenfis made wilhin 10�days: � Should your account tall more than 90 days past due, il will be turned over to a collec�ion agency and accrue additional collection fees. Dr. Jeffrey A. Marks, DPM Page 1 James E Kauffman (Acct: 423780660461 i; �I , . . . . _ . . . .. L Country Meadows At Home STATEMENT � � �`9t n�ewous � PO Box 3060 o me. Hershay, PA 17033 4�, Phone:(888)7542220 Pe.:o�a1Ca.�5m�tces I Fax:(7'A)520-4760 . www.countrymeadowsathome.com oate: os/zOnoia �'�'� Clienl Name:Kauffman,James ��1� Aocoun�#: 030]2 I'li JamesKauftman P ge# � �' y /��tp 4 ��n�.�sf.. J �„ ��,y I� y���]5Y �le)[���'f �kt��������Y. ^"N^uP'P .yY'�yj�8r kdi F �� � `v �M -lif t, �� YY � � xa. ,m:,,.,.. r,F, d�r, A�f9n3btltl�".e.,,l ��",�41��.:�r' ,xs� ...,JF,,: R+noynt �^ Balen<l;�19 I 05/O6/2014 Balance(orwartl OS/18/2014 INV#243t7. 1]6.00 176 0a I ' �,' Gi 4:'I �� �',I j 1-300AY5 31-60DAY5 6b90DAY5 OVER90DAYS CURRENT PAST�UE PAST�VE PASTDUE PqST�UE AMOUNTDOE 1]6.00 0.00 0.00 0.00 0.00 $i"/6.00 f. Terms: Due Nhihin 14 Days Of Recelpt You may pay by VISA, Mastercard, American Express or Discover On Line at � https'//counlrv d b II qtl c t or by phone[oll free 1-855-532-7103 = ':� PLEASE DETACH AND HETl1flN B0170M SiUB WIiH YOUP PAYMENT MAKE CXECKS PAYAHLE TO: 4^. A':' A� 't45u7 Stalemenipate: AcwunlNumber' �j:. Ome. OS@0/20'14 030]2 :�,� h��-•�u+- Country Meadows At Home �„��o�e: nmoum encwsee� cnck Nwnne,: Gi`� PO Bo%3060 � Hershey, PA 77033 $��6�0a t;��. ; I �_ L 1 � + Country Meadows At Home STATEMENT `9t m�vn�ow� �' PO Box 3060 Hershey, PA'17�33 ome, I� Phone:(888)754222� P¢..o�dCa.�S�.ma. (i Fau:Q'I�)520-0�6D www.countrymeatlowsathome.com oate: os/2o/zoia i'.I _ Clienl Name:KaoHman,James �i Account#: 03W 2 I% d JameaKeuffman Pa0 # 1 �� ��o£iF�.F�r..r��.:?i�����"�,��.."`,'s.�a��i�`� ;�,'rian�4�io «,.��s�.�w Pr�.-FF'�r` ` er � t �. ;,, II e . r r y n.��.. . Amoe � , r r. . e�ia��e,.;" ,,,t ,. , ... . .. OS/O6/2014 Balancefoiwartl � f_I OSA B/2014 INV il24317. 176.00 1]6.00 I„I Y f'I tl if, `:I { ' �� i,i::� 4'`. r'. �v 130DqY5 31-6�DAYS 61-9�DAYS OVER90DAYS CUftftENT PAST�UE PqST�VE PASTDUE PASTDUE AMOUNTDUE �: 176.00 0.00 0.00 0.00 0.00 $1'l6.00 - �' Terms' Due Wthin 74 Days Of Recelpt You may pay by VISA, Mastercard, American Express or Discover On Line at - httos�//count vmead b'll' qtl 1 or by phone toll free 1-855-532-7103 „ pLFASE DETACH AND FETl1flN BOTfOM SiUB WITH VOIIA PAYMFNi MHKE CHECKS PAYqeLE T4 � A� "F:E71A $IatemenlDele: AccountNumber: r;_ �0711P. 05/20Y2014 030]2 '-. � � Country Meadows At Home �u��o�e: A,,,o,,,,�E„aosea: cr,tik rv�m�,: ;�e- PO Box 3060 Hershey, PA 17033 $1]s.oa - !Si' AMEHIGAN VUSIAL WUHKt NONE CAILNUMBEP: '15'314�3�W DATEOFCALL: 44l3012014 - FROM: HOLYSPIRITHOSPITAL TO: GOLDENLIVING ACCOUNT SUMMARY JAMES KAUFFMAN Wo BARBARAMURRAY TOTALCHAflGES: fi���9 107 HOLLOW IANE PAYMENTS/ADJUSTMENTS: 0.00 DILLSBURG� PA1]019 PLEASEPAYTHISAMOl1NT: s���9 _ DETACHALONG PEflFORATIONAND RETUflN STUB WITN PAYMENT _ � OESCRIPTIONOFCHARGE Ul1ANTITY UNITPRICE AMOONT WheelchairOneWayTranspoM1 A0130 1.0 59.45 59.45 TranspoR Van Mileage 50209 0.5 4.fi8 2.34 Total Charges 6179 DESCRIPTION OF PAVMENi FECEIPT PAVMENT OATE AMOUNT Total Credits 0.00 PI_EASE PAY 7HIS AMOUNT-INVOICE DUE UPON RECEIP7 --� $6179 RETURNEO CHECK FEE-$37.00 PATIENTNAME: KAUFFMAN,JAMESE CALLNIIMBER: Z�J3'I4737W AMOUNTPAI�: 05/23/2D14 1MPORTANT MESSAGES: This ServiCe IS no[COVefetl by youf 7nsufance. Please remit payment to our office. WEST SHORE EMS- BLS 205 GRANDVIEW AVE SUITE 211 CAMP HILL, PA 17011-1708 Stalemenf Oate: o5/13/14 . KAUFFMAN,JAMES Balance0ue: $93.49 GO BARBHRA MURRAV 107 HOLLOW LAND Amount Enclosed: OILLSBURG, PA 17019 " � _ All accamts with outnanding balances will be assesseE al ihe rale o11.5%per monN(18%annual). Sta[ement�ate: 05/13/14 Dlamond Phartnacy 645 Kolter Ddve CustomerNumber. q7g�5 Intliana,PA 15701 Facilityl�: CMW54 (B00)882-633]phone CustomerGroup: p752 (72h)349-t111to11-free Balance Fonvard 54Bf B6 Payments Check�ate I CheckNumber Amount OiN>/14 I 900006 (5Y�686) OSN1Hd 90000] (5135]2) New Activity � Date Wc No Orug Name qty Price Ins.Pay Amt Pat Pay fvnl Invai[e-IN00094519 KAIIFFMAN,JAl.ff 09/0</1q SCC216 R%-LISINOPRIL TAB20MG 03 $E2] $000 mpay $A2J 09I04/14 509220 PX-NmOXI/KQAVTABB]5MG B SfiOI E000 mpay E80] Od/Od/t4 SOOII3 . R%-NoroLOGINJ100/ML 10 E113.t2 $109B0 mpay 543.P9 MI04/19 599424 RX-MONOJECTSAFEINS9]ML39G1 ' � 100 � SE055 530.41 ,copay 510.14 J:iGdif4 SJ62@ GTC-r1LCOHGIPREPPAOS 2C0 E?85 bJ..L acd5 OIHO/14 54]909 H%-MIRTP2APINETABISMG 15 5]J 50.00 mpay �, $3<6� OE/tV14 548620 OTC-OERMACERINCREAM 1�6 St6 50.00 ��. Y160 W/1BIW 5190i1 OTC-PROSHIELO GREPWS t2o ye.6 EooO 50.6> 04121/iC 5q6202 OTC-ALCOHOLPREPPAOS 100 E20 $OA� �. II89 04121/iC 506363 RX-MONOJECTSRFEIN512ML39G1 ' 10� fE05 53041 copay I $10.14 IN00049519BTMals =--__ I _-- _______ TotalLeqentl-INOOdb5198 S0fi8.02 519U.66 59]d6 TotaIOTC-INOOD195198 St6d� SO.UO f�6.13 TONI-INOO4G45190 5384.1 5190.66 . f9].49 StetemenlTotals . . . . ��'� To: Barbmurtay�mmcast.net Subject: Bill for your father Hello Barb, Abby asked that I send you a bill for the care I helped with your dad. Monday 5/12 lhr @ &16/hr Tuesday 5/13 6hrs @$16/hr Wednesday 5/14 3hrs @&16/hr Total:$160 I was glad to be able m help yourfamily ThankYou len Steck Sentfrom myiPhone l REV.1513 E%4(01-10) � pennsyLvania SCHEDULE J oEo<a.M...oFa�,�E �x„E,,,,�,�E,,,aE,,,a„ BENEFICSARIES 0.ESIDEM DECEOFM ESTATE OF: FILE NUMBER: Estate of James E. KauHman 21-14-0503 REIAIIONSHIP TO DECE�EM AMOUNT OR SHARE NIIMBER NAME AND A�00.ESS OF PERSON(S)RECEIVMG PROPERTV Po Not Lla[Truftee(s) OF ESTATE 1 TA%ABLE DISTRIBUTIONS[[ndutle ouMght spousal tllstdbutions and trans�ers unEer Sec 9116(a)(1.2),] �� RichardA.Smilh Son 20% 2. Carol Yost Daughter 20% 3. Paul Smith Son 20% 4. CindyLaskowsky Daughter 20% 5. BarbareMurtay Daughter 20% ENTER�OLUR AMOUNTS GOR DISTRIBUrI0N5 SHOWN A60VE ON LLNES IS THROU6H IB OF REV-1500 COVER SHEET,AS AGPROPRIATE. I� NON-TA%ABLE DISiRIBlITI0N5 A. SPOUSAL pISiRIBUT10N5 UNDER SECTION 9113 FOR WHICH AN ELECpON i0 TA%IS NOTTAKEN: 1. B. CHARITA9lE AND GOVERNMENTAL�ISTRIBUTIONS: 1. TOTAL OF PART ll-ENiER TOTAL NON-TA%ABIE DISTRIBUTIONS ON LINE 13 OF REVd500 COVER SHEEL S If more space is neeGeE,use adtlitional sheMs of Daper of the same si:e. �� LAW OFFICES OF PETER J.RUSSOr.c. Pe�er 1.Rossq Esquire ATTORN EYS AT IAW Ashley R.Malcolm,Pa�alegal Kathlern Mis�urak-Gingrich.Esquire^ Uerck M.Slmuphaucc Paralegal Lin�sny Cingrich Maclay,Esquim•• Laorie L. Wa�son,Pn�alegal Jrnmfu Spews B�enlze,Esquire Melissa M.NehafTey,Pn�alegal Uavld C. Dagle, Csqoire 'I'ara E. Bullen,Lcgel Seeretary l'homb D.Gould,Csq�irc ••edmin.a��rn&w Mondav. Februarv 09. 2015 Register of Wills Cumberland County 1 Courthouse Square Cadisle, PA 17013 RE: Estate of James E. Kauffman, Deceased Uear Sir or Madam: Enclosed please find the original and one (2) eopies of the Revenue 1500 and check no. ]7-15905 in Ihe amount of$l 1,648.18 i�regards to the above mentio�ed estate. Kindly file the original and forward the time stamped copies in the envelope provided. Should you have any questions please feel free to contact our office. Thank you for your assistance in this matter. �ry truly yours, L� '/ Ashley R. � •olm, Paralegal Enclosure � a f_ O -0 �i � '_'� O � T m <.� o ;- n c.D �; Jv :�.:. ..:_ :.. 4—+ .�.1 -..•. N 1 r.J —T� �1 a ; 3 — i rv �� m o �� o '-+ � �UOG EnST 'I�IUNDLE kOnD. $UI'It 203. MECIInNICSWRC. PA 170J0 PI IONG f7177 591-175s FAx: (71 71 591-1 756 3 o m �t m o � � s �` + O � m �- �. � A F N � � � c o o � w � T 9 A v� A 9 O S� �p 6 V . J � p O C H lP - O �p N � O 9 n /� r (� ^r/ n c m �' c ��. a � n � S '� w 9 c ar' `° C1 �G c.n{y = � �- o ,s, I:i � �✓ (4 .I _J �l .:? (D J L�J �.1 � � f � IV ) -D i I _> I �V f:l ( J Cl N ' '� _ . .f�'r