HomeMy WebLinkAbout01-0378
PETITION FOR PROBATE and GRANT OF LETTERS
~/'-OI-:3 7 Y
Estate of HILDA M. KUNKLE
a/so known as
No.
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 199- 2 2 - 0 19 0 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
al ternate.
Your petitioner(s), who is/are 18 years of age or older an thelexecut rlX
in the last will of the above decedent, dated Ma y 31.
and codicil(s) dated
named
, 19~
Hobart A. Kunkl~ - Died September 30. 1998
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at Manor Care Nursinq Home
Borough of Camp Hill
(list street, number and muncipality)
Decendent, then 93 years of age, died March 13, 2001
at Manor Care Nursing Home
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 27,000.00
$
$
$ None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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an R. Rowland
3 Cornell Drive
Camp Hill, PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I S'"'
COUNTY OF CUMBERLAND J ~
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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.
cp~ I? . ~~~p~
{/Jean R. Rowland ~.
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affirmed and
N 21-2001-378
o.
Estate of
HILDA M. KUNKLE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW April 12th 2001 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 Ma y 31. 1983
described therein be admitted to probate and filed of record as the last will of
Hilda M. Kunkle
and Letters Testamentary
are hereby granted to
Jean R Rowland
FEES
Probate, Letters, Etc. ......... $ 60.00
Short Certificates( 1) . . . . . . . . .. $ 3.00
Renunciation ................ $
x-Pages (2) $ 6.00
JCP TOTAL _ $ 5.00
Filed .~P:::~~. ~.~~I:! .2.qq~.. ...$.74...00...
Duffie
Duffie,
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Ma c. LewiS~
(09601)
Stewart & Weidner
ATTORNEY (Sup. Ct. I.D. No.)
301 Market St., P. O. Box 109
T,pm(')ynt=>. PA 1 7 n 41- n 1 n q
ADDRESS
(717) 761-4540
PHONE
MAILED LETTERS TO JERRY A. DUFFIE A'ITORNEY
b IS to certifv that the information here given is correctly copied from an original certificate of death duly tIled with me as
\"),;11 Registrar. The original certificate will be forwarded to the State Vital Records Office fCH permanent filing.
WARNING: It is illegal to d~plica,te this copy by photostat or photograph"
f 1-.01. ~'.JA
No.
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fee for this cenificate, $2.00
P 7345140
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DatI
21-2001-378
Hl05.1~ Rev. 2187
COMMONWEALTH OF PENNSVLV~~~ · DEPARTMENT OF HEALTH e VITAL RECORDS
~RT{F1CATE OF DEATH
TYPElPAlNT
IN
PERMANENT
BLACK IN!(
1. HI lVA .... KUNKLE
AGE (La.. Borthdayj UNDER 1 YEAR
Monlha Days
UNDER 1 DAY
Holn ! MInut..
SToVE FIlf NUMlIER
SEX SOCIAL SECURITY 'lUMBER
2. fEMALE 3. 199 - 22
.. MAR 13, 2001
NAME OF DECEDENT IF"". M-... Lastl
BIRTHPLACE (CoIy ....,
Stal. Of fcreogn Country)
5. 93 YIS.
COUNTY OF DEAl'H
BANGOR, PA
="YIO
17L 51...
PA
MARtTAL STATUS._
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~(Spectly)
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RACE. A_ _no Bleck, W!\... ole.
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10. fllHITE
SUIMV1NG SPOUSE
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CUJABERUJlV
DECEDENT'S USUAL OCCUPRlON
(~_~~.'io~'::~:'f
. l1L SBITI NG MACH OPER 111t. GARMEMT
DECEDENT'S M....LING AOORESS (SIr.... CiIyfTown. SIiIIe.Z",Codel DECEDENT'S
ACTUAl
RESIDENCE
(See tnS1ruC1IOnI
on Oltler SIde)
...
Ie. CAMP HIll
WlIS DECEDE'lT EIlER IN
U.S. ARMED FORCES?
_0 No<<J
NONE
II.
10.
FIlrHER'S NAME IF.... MKldIe. LaSl)
1.. ER SMITH
_ORMANT'SNAME (TypelPr""l
JOe. JEAN R. ROfI1LANV
METHOD Of' DISPOSITION
O llurieIJO( c_ 0 ~_51aleO
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CUMBERUJlV
Did
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3 CORNEll VR
CAMP HIll PA 11011
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CAMP HILL
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MOTHER'S NAME (F..l. ModdIe. Ma>den SUlname)
1'. CORNELIA BONSER
INFORMANT'S MAILING ADDRESS (SIroel. o-,f1Own. SIale..llp Code)
2Gb. 3 CORNEll VR CAMP HILL, PA 11011
I'lACE OF DISPOSITION. N.... aI ~8t'V. CremalDfy LOCATION . Cityf1Own. S18Ie. ~ Code
or 01'* Place
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TOW,lJ,fENSING CEMETERY 21d. PALMffiON PA 18011
NAME AND AOOAESS Of' FAClUTY
22c.T.K. THOMAS FH 145 VELAWARE AVE PALMffiON,
LICENSE NUMBER DATE SIGNED
(MonIh. OIly. _I
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'NIlS CASE REFERRED TO MEDICAl. EXAMINERlCORONER?
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PA
2:la.
IME OF DEATH
DATE PRONOUNCED DEAD {Month. Day. .......1
2.. 1:15 A M. 25. MAR 13 2001
21. MAT I: Enter rhe disuses. in;urNts 01 complications which caused the death. Do not enter the mode of dyinG, such.s cardiac 01 ,espiralOty ."851, shock or heart failure
Lial only one "".... on eadl_
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WERE AUlOPSY FINDINGS
~lMllE PRIOR TO
COMPlETION Of' CAUSE
OF DEATH?
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PART .: DIller s91illcanl_ conlYilIUItng 10 deetll.1luI
"'" resuIItng in IIle uncI8fIying..... given irl fWIT I.
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DATE OF INJURY
(Monlh. Dav. .......t
MANNER 01' DEATH
TIME OF INJURY
INJURY AT WORK? DESCRIBE HON INJURY OCCURRED.
HomiCide
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o ~CE OF INJURY. A. home. .a":':-.--. IKlOfy. ollie.
building. _. ,Specolvl
30..
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Attiden1
SuIcide
PendillQ InoeslIgallon
Could "'" be dIItemu...d
M. :JOe. 30d
LOC,l(fION~.~. S18Ie)
REGISTRA~Et:::. ~
I/I~ Ir'Ii't1
2IL 21b.
CERTIFIER ,Ctoeck only ""'"
"CERTIFYING PHYSIC'AN (Physocoa" <"""""9 cau.e ~ ""a'n when another phYSIC"" nas Pfonounced death ana completed l1em 231
Tothebrntotntyknowledge.de8thoccunwddue1DlhecauM(I).ndmanner...tllted......................................... ............
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"l'AOMOUNCING AND CERTIFYING PHYSICIAN (Physcran boIh ~ronoonc"'9 ""ath and Ce<1.fyIng 10 cause of <lea"')
To the tMM of rnyknowt.dgft, death occUt'redat the time, da'., andpltte.. .nddue to thee,uN(I) and manner.,..ated.................... .. ....
"MEDICAL EXAMINER/CORONER
On lhe b..11 of ...mln.llon and/or Investlgalion,ln my opInion, dealh oce'li".d allhe 11m., d.I., and plac., and du.lo lhe causeCI) and
manne,.s stated.. . . . . . . . . . . . .. . . . . . . . . . . . . .. . . . . ... . . .. . . . . . . .... . . .. . . . . . . . . . . . . . .. .. .. . . . . . . . . ... . . .. . . . . . .... .
31..
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of test at in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
(Name)
(Address)
(Name)
(Address)
P'
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Jean R. Rowland and Robert D. Rowland
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Hi 1 ci rl M Kll n k-l p
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testa! r ix of (BRa sf Uu o~Boefi8iRS u,;t"'O'i'''llC t~) the will presented herewith and
..-.I
that they believes the signature on the will is in the handwriting of
Hilda M. Kunkle
to the best 0 f the i r know ledge and belief.
Sworn to or affirmed and subscribed before
me this 11 th day of
A ril 2001
n /1 /)
,;f:::<;: R~R:rJ;;~f oe-7' .L-
- . ame
Cornell Dr., Camp Hill, PA 17011
./ " (Address)/'
~~1 / /'~~
Robert D. Rowl~nd
(Name)
3 Cornell Dr., Camp Hillr PA 17011
(Address)
21-2001-378
LAST \~ILL AND TESTAMEHT
OF
HI LDA 1'1. l~UNKLE
BE IT REMEMBERED that I, HILDA M. KUNKLE, of the Borough of
Palme~to~, County cf Carbon, and State of Pennsylvania, being of
sound mind, memory, and understanding, do make, publish, and
declare this as and for my Last Will and Testament, hereby
revoking and making null and void any and all wills and testaments
or writings in the nature thereof by me at any time heretofore
made.
FIRST:
I direct that all my just debts and funeral expenses,
including my grave marker and all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease.
SECOND: All the rest and residue of my estate, of every
nature and wherever situate, I devise and bequeath unto my husband,
HOBART A. KUNKLE, to be his absolutely.
THIRD:
If my husband, HOBART A. KUNKLE, shall predecease me,
or if we should perisn in a common disaster, all the rest and
residueof my estate, of every nature and wherever situate, I
devise and bequeath unto my daughter, JEAN R. ROWLAND.
If my
daughter should predecease me, then to her respective issue, per
stirpes.
FOURTH:
I nominate and appoint my husband, HOBART A. KUNKLE,
Executor of this my Last Will and Testament.
Should my husband,
HOBART A. KUNKLE, fail to qualify or cease to act as Executor,
I nominate and appoint my daughter, JEAN R. ROWLAND, Executrix
LAW OFFICES
~HILlP a WIMMER
41 sa DELAWAIU AVENUE:
PALMERTON. PENNA
of this my Last Will and Testament.
Should my daughter, JEAN R.
ROWLAND, fail to qualify or cease to act as Executrix, I nominate
and appoint KAREN L. ROWLAND and DAVID R. ROWLAND, or the survivor
of them, Substitute Executors of this my Last Will and Testament.
FIFTH:
I nominate and appoint my daughter, JEAN R. ROWLAND,
Guardian of any property which passes, either under this will or
otherr;Jis,;, -to a minol" and \Ji th r-'espect to which I am authorized
to appoint a guardian and have not otherwise specifically done so.
Should my daughter, JEAN R. ROWLAND, fail to qualify or cease to
act as Guardian, I nominate and appoint KAREN L. ROWLAND and
DAVID R. ROWLAND, or the survivor of them, Guardians of any
minor's estate.
Such Guardian shall have the power to use principal as well
as income from time to time for the minor's support and education,
both graduate and undergraduate, after giving regard to his or
her parent's ability to provide for such support and education
and to the minor's other readily available assets and sources of
lncome and to make payment for these purposes, without further
responsiblity to the minor or to the minor's parent or to any
person taking care of the minor.
SIXTH:
I direct that my Fiduciaries shall not be required
to give bond for the faithful performance of their duties in any
jurisdiction.
SEVENTH: My Fiduciaries are hereby authorized and empowered
for any purpose of administration or distribution, to sell any or
all of my real estate and personal estate for such price or
pri2es and upon such terms and conditions as they may deem best.
I authorize my Fiduciaries to retain all stocks, bonds, and
other investments made by me for distribution in kind, or in
LAW OFFICES
'HILIP at WIMMER
- page two -
~ I Sl DELAWA'U: AVENUE
PALMERTON. PENNA
their discretion to sell and transfer such investments either In
person or by attorney.
IN WITNESS WHEREOF, I, HILDA M. KUNKLE, the Testatrix,
have to this, my Last Will and Testament, set my hand and seal
this J(ot:' day of Hay, A.D., 1983.
A-Lllw hi ~kte
Hllda M. KunKle
(SEAL)
Signed, Sealed, Published and
Declared by the Testatrix above
named, as and for her Last Will
and Testament in the presence of
us who have hereunto subscribed
our names in her presence and in
the pres ce of each other as
witness hereto.
\~~~)) vi' l2iU!/_____
LAW OFFICES
'HILI? a WIMMER
- page three -
~ 1 a OELAWA'U. '\VENUE
~'\LMERTON. PENNA
F
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: HILDA M. KUNKLE
Date of Death: March 13, 2001
Will No.: 2001-00378
Admin. No.:
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
April 12, 2001.
Name
Address
3 Cornell Drive, Camp Hill, PA 17011
Jean R. Rowland
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: 1jJ /0 /
Ignature
Name: Jerry R. Duffie, Esq.
Johnson, Duffie, Stewart & Weidner
Address: 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone: (717) 761-4540
Capacity: Personal Representative
X Counsel for personal representative
REV.1SOO EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17126-0601
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REV.1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
KUNKLE, HILDA M.
OFFICIAL lISE ONLY
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DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
March 13, 2001 August 13, 1907
(IF APPLICABLE) SURVIVING SPOUSE'S NAME {lAST, FIRST, AND MIDDLE INITIAL)
I!J 1. Original Return
o 4. Limited Estate
[!] f). Decedent Died Testate (Attach ccpyOfWltt)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12.12-82)
07. Decedent Maintained a Living Trust (A1tachccpyofTlusl)
o 10. Spousal Poverty Credit (dataofdeatl:\ ~ 11-31-91 and 1.1-9S)
FILE NUMBER
21_01
o 0 3 7 8
COUNTY CODE
-----
NUMBER
VEA'
SOCIAL SECURllY NUMBER
199- 22
0190
THIS RETURN MUST BE fiLED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURllY NUMBER
o 3. Remainder Return (dale of death prior to 12.13-821
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to ta~ under Sec. S113{A) (Allam scn 0)
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NAME COMPLETE MAILING ADDRESS
Jerry R. Duffie, Esq. 301 Market St.
FIRMNAMEI'""",'.j P. O. Box 109
Johnson Duffie stewart & Weidner
TELEPHONE NUM8ER Lemoyne, PA 17043-0109
(717) 761-4540
(1)
(2)
(3)
(4)
(5)
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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
(Schedule G or L)
6. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabill,.., & Liens (Schedule I)
11. Total Deductions (Iotal L1nas g & 10)
12. Net Value of Estate (Une 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule .J)
OFFICIAL USE ONLY
(6)
51.237.58
27,729.43
(II)
(12)
(13)
10,864.76
(6)
23,508.15
40,372.82
-0-
(14)
40,372.82
(7)
(9)
(10)
8,009.67
2,855.09
-0-
1,816.78
-0-
-0-
1,816.78
20.0
;.'.)11'. ."...' ,.:..; .,. :,.':,,:,' ),,1,,<. ); >,BE,,s\lf1.E '1'0 f:.NSWl'R ALL: QUES:tIQNS.:O.IO REVERSe.'sIOE,AND. RECHECK. MATH' < ,C' . '.,"( . . ,::'-,,:'."
14. Net Value Subject to Tax (Une 12 minus Une 13)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (.)(1.2)
x.O_ (15)
x .0 45 (16)
x .12 (17)
x .15 (16)
(19)
16. Amount of Une 14 taxable at lineal rate
40,372.82
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 141axabfe at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS Manor Care Nursing Home
1700 Market St.
CITY Camn Hill I STATE I ZIP 17(111
PA
Tax Payments and Credits:
1. Tax Due (Page 1 line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pnor Payments
C. Discount
1,816.78
Total Credits (A+ B + C) (2)
-0-
3. Interes~Penally if applicable
D. Interest
E. Penally
Total interestlPenaily ( 0 + E ) (3)
4. IfUne 2 js greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page lUne 20 to request a refund (4)
5. If line 1 + line 3 is greater than Line 2, enter the dillerence. This is the TAX DUE, (5)
-0-
A. Enter the interest on the tax due.
(SA)
1,816.78
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B. Enter the total of Line 5 + SA. This is the BALANCE DUE, (5B) 1 , 816. 78
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. relain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the nght to designate who shall use the property transferred Dr its income; ...............,............................ 0 [Xl
c. retain a reversionary interest 0'.......................................................................................................................... 0 [Xl
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 (Xj
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...................................,.......................................................................... 0 1ZI
3. Did decedent own an "in trust for" Dr payable upon death bank account or security at his or her death?.............. 0 [Xl
4. Did decedent own an Individuai Retirement Account, annuily, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 1ZI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Uncfer pens/lies of perjury, I declare thai J 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 pre parer other than thE! personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FiLING RETURN
~ '--If ~.~ "'-"^-a/!.... zV c_ ,
AD SS Jean R. Rowland, Executrix
3 Cornell Drive, Camp Hill, PA 17011
SIGNATURE OF R HAN RE ESENTATlVE
DATE
7 3/
0)
ADDRESS
Box 109, Lemoyne, PA 17043-0109
Nili~Wl~~~~l'"I!iJ~~~~~;~~~~~~~~~~.. .,~ ..-. ._ ,0" "'~ ~ '.:,,,/'t :.,;t~z#S~,g~;;,
For dates of death on or after July 1, 1994 and before January 1, 1995, the tex rate imposed on the nat value of t,ansfars to or for the use of the sUlViving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dales 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. g9116 (a) (1.1) (ii)).
The statute does not exemot 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,
Far dates of death on or afte, July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child wanty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a sleppa'enl of the child is 0% [72 P.S. ~9116(aJ(1.2)J.
The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.S%, except as noted in 72 P.S. g9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to Dr for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1,3)]. A sibling is defined, unde, Section 9102, as an
Individual who has at least one parent in common with the decedent, whether by blood Dr adoption.
"""'508"''''"W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
KUNKLE, HILDA M.
FILE NUMBER
21-01-0378
ESTATE OF
Include the proceeds of litigation end the date the proceeds were received by the estate. All property jointly-owned v.ith the right of survivorship must b. disclosed on Schedul. F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Commerce Bank - Account No. 0513207506
Date of death balance
7,914.37
2.
Commerce Bank - Account No. 0616180494
Date of death balance
19,815.06
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
27.729.43
REV.'.''''''.'".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
KUNKLE, HILDA M.
FilE NUMBER
21-01-0378
ESTATE OF
If an asset was made joint within one year of the decedent's date of deathl It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
Jean R. Rowland
3 Cornell Drive
Camp Hill, PA 17011
Daughter
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for iointly-tlekl real es\ate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 10/98 Citizens National Bank
Checking Account No. 24-605-0 3,021.88 50% 1,510.94
2 A 1/94 Citizens National Bank
Certificate No. 7732779 31,548.31 50% 15,774.16
(Rollover from Certificate of
Deposit No. 1025191 opened
1/07/94 - Hilda M. Kunkle or
Jean Rowland)
3 A 5/93 Citizens National Bank
Certificate No. 1024288 12,446.09 50% 6,223.05
TOTAL (Also enter on lil1e 6, Recapitulation) $ 23.508.15
(If more space is needed, insert additional sheets of the same size)
""'"""'.,'''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
KUNKLE, HILDA M.
FILE NUMBER
21-01-0378
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. T. K. Thomas Funeral Home, Inc. 7,089.00
2. T. K. Thomas Funeral Home, Inc. - Marker Inscription 85.00
3. Terrace Restaurant - funeral meal 236.67
B. ADMINISTRATIVE COSTS:
1. PelSOnal Representative's Commissions
Name of PelSOnal Representative (s)
Sodal Security Numbe~s) I EIN Number of PelSOnal Representative(s)
StreelAddress
,
City Stale Zip
Year(s) Commission Paid:
2. Attorney Fees - Johnson, Duffie, Stewart & Weidner 500.00
3. Family Exemption: (if deoedenrs address ~ not the same as d~lmanrs, attach explenation)
Claimant
Street Address
City State Zip
Rela~onshlp of Claimant to Deoedent
4. Probate Fees - Register of Wills - Cumberland County 74.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Register of Wills - file Inventory & Inh. Tax Return 25.00
TOTAL (Also enter on line 9, Recapitulation) $ 8.009.67
"
(If more space is needed, insert additional sheets of the same size)
,O,""UiX.l,.nw
COMMONWEAllll OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE I
DEBTS Of DECEDENT,
MORTGAGE LIABILITIES & LIENS
KUNKLE, HILDA M.
FILE NUMBER
21-01-0378
ESTATE OF
Include unreimbursed medicai expenses.
ITEM
NUMBER
1.
DESCRIPTION
.
AMOUNT
.
NeighborCare Pharmacy - prescription charges
425.89
2 .
ManorCare - final nursing home charges - 13 days
in March
2,024.20
3.
McKonly & Asbury, Accountants - preparation of
decedent's 2000 income tax returns
4.
PA Department of Revenue - income tax - 2000
200.00
105.00
100.00
5.
Hospice - decedent's care
.
,,,,.,,,,,,.,,..n.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I.
KUNKLE, HILDA M.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (Include outright spousal distributions)
1.
Jean R. Rowland
3 Cornell Drive
Camp Hill, PA 17011
FILE NUMBER
21-01-0378
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
.
Daughter
AMOUNT OR SHARE
OF ESTATE
Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTtONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I.
TOTAL OF PART II . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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
DUFFIE JERRY R
301 MARKET ST
POBOX 109
LEMOYNE, PA 17043-0109
______n fold
ESTATE INFORMATION: SSN: 199-22-0190
FILE NUMBER: 21-2001- 0378
DECEDENT NAME: KUNKLE HILDA M
DATE OF PAYMENT: 08/01/2001
POSTMARK DATE: 07/31/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/13/2001
NO. CD 000101
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,816.78
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,816.78
REMARKS: ROBERT 0 ROWLAND
C/O JERRY R DUFFIE ESQUIRE
CHECK# 3716
SEAL
INITIALS: PB
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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-
tnventory of the real and perso'nal estate of ~
HILDA M. KUNKLE deceased
1. Carmerce Bank - Account No. 0513207506
Date of death balance
7,914 37
2. Commerce Bank - Account No. 0616180494
Date of death balance
19,815 06
TOTAL
I
I
I
COMMONWEALTH OF PENNSYLVANIA
COUNTY O,F CUMBER.LAND
}
ss:
JEAN R. ROWLAND
according to law, deposes and says that she is Executrix
of the Estate of HT LOA M KTTNKT.F.
late of .Camp Hill Borough . ,Cumberland County, Pa., deceased and that the
within is an inventory made by Jean:R. Rowland _ 1 the ~aid Executri x
of the e~tire estate of said decedent, consisting of all the personal property 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 or the date of decedent's death. .
being duly
sworn
Sworn to
and subscribed before me,
2001
~.(:,~ Lie /.(L"-_r...; L / ,j ,/ c'7j c-
, .' / Encutor . Administrator '
Jean R. Rowland, Executrix
NOTARIAL SEA
DIANNE LENIG, Notary Public !
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001
13th
3 Cornell Drive
Camp Hill, PA .17011
Aaareu
Day
March 2001
Month Y..,
Date of Death
INSTRUCTIONS
J. An inventory must be filed within three months after appointment of personal representative.
2. A. supplement inventory must be filed within thirty days of di5~overy of additional assets.
3. Additional sheets may be. attached as to personalty or realty
4. See Article IV, Fiduciaries Act o~ 1949.
{~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: HILDA M. KUNKLE
Date of Death: March 13. 2001
Will No.: 2001-00378
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 X No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is yes, state the following:
A. 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. Did the personal representative state an account informally to the
parties in interest? Yes No X
The Executrix was the sole beneficiary.
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 repo
Date: _'fIll /0/
~
ture
Je R. Duffie, Esq.
hnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemoyne. PA 17043-0109
Address
(717) 761-4540
Telephone No.
Capacity: Personal Representative
X Counsel for Personal Representative
Y6-c2~- (~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JERRY R DUFFIE ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-17-2001
KUNKLE
03-13-2001
21 01-0378
CUMBERLAND
101
REY-1547 EX AFP <12-00>
HILDA
M
Amount Remitted
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 ~
RE-Y=is4-j-Ex-AFP--fi"2-:oo1--NoT-icE--oF-'rNHEifiTANcE-TAX-APPRAISEif€NT~--Ar.rOWANCE-(jR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUNKLE HILDA M FILE NO. 21 01-0378 ACN 101 DATE 09-17-2001
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
27.729.43
23,508.15
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
8,009.67
2,855.09
(11)
(12)
Cl3)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
51,237.58
10.R64 16
40,372.82
.00
40,372.82
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
ClS) .00 X 00 = .00
(16) 40,372.82 X 045 = 1,816.78
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= 1,816.78
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-31-2001 CDOOOI01 .00 1,816.78
TOTAL TAX CREDIT 1,816.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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 THIS FORM FOR INSTRUCTIONS.)