HomeMy WebLinkAbout01-0663
PETITION FOR PROBATE & GRANT OF LETTERS
, deceased.
No. 21-01- (.,.3
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
Estate of CHARLES M. KUNTZ
also known as
Social Security No.
201-18-1625
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated May 30 , 1995, and codicils dated none, 19----=. The Executor
named none died . Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 291 Frost Road, South Middleton Township, Gardners
Decedent, then ~ years of age, died May 18 , 2001, at Carlisle Hospital,
Carlisle, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Wiil offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$15,000.00
$
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence( of Petitioner(s):
/i? 4A
Rud L. Kuntz
196 Pine School Road
Gardners, PA 17324
717-486-7025
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent. petilioner(s) will well and truly admini~tate according to law. _
Sworn to or affirmed and subscribed 'f. y ~~
before me this 1/4i day of
July, 2001. Rudy L. Kuntz
~ e. ~ flU. L!a_ ~..uoll'L,ru~~
Register ~
/r: ~ ~ fj3-//
No. 21-01- 663
Estate of
CHARLES M. KUNTZ I deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, July 12 , 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
May 30, 1995 described therein be admitted to probate and filed of record as the
Last Will of Charles M. Kuntz ; and Letters Testamentary are
hereby granted to Rudy L. Kuntz
~ e. ~&Ja./.d ~ ,()'V'~
Reg1ster of Wills /
FEES
Probate, Letters, Etc. . . . . . . . $ 50.00
Short Certificates( -2- ) . . . . $ 6.00
Renunciation(s) ........... $
JCP ......... . . . . . . . . . . . $ 5.00
Other Will Paqes (-2-) .... $ 6.00
TOTAL: .... $ 67.00
Filed ..!l,J~Y. .1.2:,. )Q<n. . . . . . . . . . . . .
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717 -249-2353
PHONE
-'
CALLED ATTORNEY JULY 12, 2001
MIU).~U) K.1:'v 1)186
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for rhis certificate, $2.00
p
7401944
No,
~~~.~~~~~
Local Registrar
MAY 2 0 2001
Date
")S. ; 43 AeY. 2117
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
NAME Of QE.CEOENT tf1fll. MIdcH. I._I
., ChaJt.te.6 M. Kuntz
SEX
.. Ma.te
AGE(lastBirthaayt
uNDER 1 ~
........ Oayo
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8IRTHPLACf {C.ty and
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76
Vto.
Gaftdnvt..6, PA
S.
COUNTY OF DERH
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OECEOENT" USUAl OCCUAVlClH
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OECEOENT............._SS\SO....~._lc>~1 =NT"
2 91 F ftO.6t Rd. AESlDENCE
Ga.ftdne.ft.6, PA 17324 ~~
,..
FIlrHER'S NAME tFlf1t MJc)cIe.ld)
II. Often Kuntz
",~'-(T_
Rud L. Kuntz
METl100 OF 0lSI'0SITI0H
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s.GHRJ'fE OF F SERVICE UCENSEE OR PERSON ACTIHG AS SUCH
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~ ilefN 231M: only WhiIn ..... of rnyknowledglt. dINfh occurred.' the time. IM'..nd place stat.ul.
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. DUE1OlOAAS'CONSEOUENCE.
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DUE1OI'OAASA CONSEQUENCE OF')=
DUE 10 lOA AS' CONSEQUENCE Oft
AE AUTOPSV FfNOtHQS =AOfOE;/ ORE OF INJURY
-.......u """'" 10 1-. Coy. -I
COMPlntON OF CAUS& 0
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- 0 ~ IfwM1l9atlon 0
...0 NoD - 0 CoukJ net be "nnlMd 0
a... 2IIa. 21.
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Toh belli of my knowtecltfl. ..~0CCUINd.......,... dal.,MMlpfece. and dve 10 tMcaUM(aland mannet ..st.ted..,.......................
"MEDICAL EllAMINEAlCOflONEA
On tM baais ot ...minatlon anellOI' h,veattg.tion. In my Oplftton, death occurr.d allhe lime, da.e. and pl.ce. and due to the ca\.lae(s) .nd
In.,........ staled..,.......... ................................,.............. ....................................
31..
AEGIS1'RAR'S SIGNAJ'fJAE ANa N
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~II~\IOI
!YR. fiLE NUMHA
SOCIAL SECURITY NUUSER
.. 201 18
18 2001
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UCENSE NUM8E
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MS CASE REFERREO TO MEOlCAl EXAMlNERlCORONEA?
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21-01-663
LAST WILL AND TESTAMENT
I, CHARLES M. KUNTZ, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) 50% thereof to Rudy L. Kuntz, and
(b) 50% thereof to Cheryl S. Dominici
4. I nominate and appoint Rudy L. Kuntz to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Bonnie Griffie, as substitute executrix, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
May, 1995.
)0"
day of
~. .~
U/ -d.~ ..
CHARLES M~KUNTZ
(SEAL)
Signed, sealed, published and declared by CHARLES M. KUNTZ, the testator above
named, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, CHARLES M. KUNTZ, BETZI A. MORRISON and TERESA M. HENRY,
the testator and witnesses respectively, whose names are signed to the foregoing 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 he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
/t,~~, ~-?-f/_ ~
/ ~~ ~ /j~/C~/
c-- CHARLES M. KUNTZ
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES M. KUNTZ, the
testator herein, and subscribed and sworn to before me by BETZI A. MORRISON and
TERESA M. HENRY, witnesses, this 3.;r day of May, 1995.
S,C&-
-
t:.-
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
CHARLES M. KUNTZ
Date of Death:
May 18, 2001
Estate No.:
21-01-0663
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on July 17,2001
Name
Address
Rudy L. Kuntz
Cheryl S. Dominici
196 Pine School Road, Gardners, P A 17324
P.O. Box 989, Madera, CA 93639
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
07/17/01
. /....,i/t-1.
.,. ".
.:
Signature
IRWIN, Mc)CNIGH
L---
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
..------ fold
ESTATE INFORMATION: SSN: 201-18-1625
FILE NUMBER: 21-2001- 0663
DECEDENT NAME: KUNTZ CHARLES M
DATE OF PAYMENT: 08/15/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/18/2001
NO. CD 000161
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $546.72
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN ESQUIRE
CHECK# 17791
SEAL
INITIALS: CW
RECEIVED BY:
$546.72
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
j
55:
Rudy L. Kuntz
being duly sworn according to law, deposes and says that he is the Executor
of the Estate of Charles M. Kuntz
late of _~~ ~l:)utl1_l1i~(g~~oIl To~sh!~___.___ I Cumberland County, Pa., deceased and that the
within is an inventory made by Rudy 1. Kuntz __ _, the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
and subscribed before me,
~ ~~
- //1. ~
udy ~Kuntz, Exec~
196 Pine School Road
Notarial Seal .
Jacqueline L Drawbaugh. Notary he
Carlisle Boro, Cumberland County
My Commission Expires Aug. 14,2003
Member, Pennsylvania Association of Notaries
Date of Death 18
Day
Gardners, PA 17324
Address
05 2001
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. --
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Inventory of the real and personal estate of
CHARLES M. KUNTZ
deceased
1.
2.
3.
M&T Bank - Certificate. . .
M&T Bank - Checking Account .
1989 Chrysler New Yorker sedan. .
12,234 52
1,685 87
1,200 00
TOTAL. . . . . . . . . . . . . . . . . .. 15,120 39
REV -1500 EX + (6-00)
CAPB
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SOCIAL SECURITY NUMBER
201-18-1625
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL)
Kuntz Charles M.
DATE OF DEATH (MM-DD-YEAR)
c..
OFFICIAL USE ONLY
/1... ~). </3-IJ
21-01-0663
YEAR
NUMBER
COUNTYCODE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
CopyrIght (e) 2000 form software only The Lackner Group, Inc.
X 1. Original Return 2. Supplemental Return
4. Limited Estate 4a. Future Interest Compromise (date of death after 12~ 12-82)
X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust
(Attach copy of Wltl) (Attach copy of Trust)
o 9. Litigation Proceeds Received D 10. Spousal Poverty Credit
1
o
3. date of death
. Remainder Return prior to 12-13-82)
S. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
))..1.
NAME
Ro er B. Irwin Es
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
COMPLETE MAILiNGADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
(1)
(2)
(3)
Nope
None
None
, OFFICIAL USE ONLY
(8) 15,120.39
(11) 8.144.76
(12) 6,975.63
(13)
(14) 6,975.63
(15)
(16)
(17)
(18)
(19)
0.00
156.95
418.54
0.00
575.49
R
E
C
A
P
I
T
U
L
A
T
I
o
N
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule BJ
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)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1 -7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub'ect to Tax (Line 12 minus Line 13)
(4)
(5)
None
15,120.39
(6)
None
None
6,976.75
1,168.01
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
3,487.82
3,487.82
0.00
x
X
X
X
o 0
045
.12
.15
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
291 Frost Road
CITY I STATE I ZIP
Gardners PA 17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
575.49
28.77
Total Credits ( A + B + C) (2)
28.77
3. Interest/Penalty if applicable
D.lnterest
E. Penalty
TotallnterestJPenalty ( D + E) (3)
4. It Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check I>ox on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Une 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable 10: REGISTER OF WILLS, AGENT
0.00
0.00
546 . 72
0.00
546.72
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN
,.
;'x.;'
IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or irs income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an ~in trust for" or payable upon death bank account or security at his
or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~~
o
o
o
[]]
[]]
[]]
Under penalties of perJury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knOWledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on aU information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
Rudy L. Kuntz
196 Pine School Rd.
-- G;;'rd';~r;'-,- -PA- -- i -'i32X- - -- - -- - - - - - -- - - - - - - -- - - --
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
- - C;;'rri~i;'-,uPA- - i'i6i3 - - _u -- u - - - -- - - - - -- - - - - --
DATE
fI/t )~(
DATE
For dates of death 0 or aft 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"l~ P.S, 9116 (a)(1.1) (OJ.
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)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the chHd is 0"/.. (72 P.S. 9116 (a) (1.2}J.
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{aX1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
If /", /v,
REV-1508 EX.. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles M. Kuntz
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSfI 201-18-1625
05/18/2001
FILE NUMBER
21-01-0663
Include the proceeds of litigation 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
1
DESCRIPTION
VALUE AT DATE
OF DEATH
12,234.52
M&T Bank, certificate
2
M&T Bank, checking
1,685.87
3
1989 Chrysler New Yorker sedan
1,200.00
TOTAL (Also enter on line 5, Recapitulation) S 15,120.39
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV.1511 EX +(1.97)
COMMONWEALTH OF PENNSYLVANIA
fNHERITANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Charles M. Kuntz
SSII 201-18-1625
05/18/2001
FILE NUMBER
21-01-0663
Debts 01 decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Gibson-Hollinger Funeral Home 5,759.90
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees IRWIN McKNIGHT & HUGHES 950.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 67.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - estate notice publication 75.00
2 PNC Bank, bank fees 12.50
3 Register of Wills - filing fee 25.00
4 The Sentinel - Legal - estate notice publication 87.35
TOTAL (Also enter on line 9, Recapitulation) S 6,976.75
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems,lnc.
Form REV-1511 EX (Rev. 1~97)
.REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles M. Kuntz
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
SSff 201-18-1625
05/18/2001
FILE NUMBER
21-01-0663
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Carlisle ALS
DESCRIPTION
AMOUNT
32.50
2 Carlisle Imaging Associates
3 Carlisle Hospital
4 Central PA Hema
5 J. Edward Dagen MD
6 M&T Bank, loan
7 Moffitt Pease & Lim
8 Rodney K. Hough MD
9 RWC Emergency Phsyicians
10 Sprint Telephone
21. 37
29.70
32.34
18.06
790.79
170.80
18.00
46.35
8.10
TOTAL (Also enter on line 10, Recapitulation) S 1,168.01
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
,REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Charles M. Kuntz
SSIf 201-18-1625
05/18/2001
FILE NUMBER
21-01-0663
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do NolLis! T,usteels) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)j
1 Cheryl S. Dominici
P.O. Box 989
Madera, CA 93639
Daughter 50% of
remainder
2
Rudy L. Kuntz
196 Pine School Road
Gardners, PA 17324
Brother
50% of
remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1S13 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, CHARLES M. KUNTZ, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) 50% thereof to Rudy L. Kuntz, and
(b) 50% thereof to Cheryl S. Dominici
4. I nominate and appoint Rudy L. Kuntz to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Bonnie Griffie, as substitute executrix, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
)0'
day of
May, 1995.
.r;' .-/1/ --;;
" ~A-..d ~1 /v~~-J
~ CHARLES M:KUNTZ -
(SEAL)
Signed, sealed, published and declared by CHARLES M. KUNTZ, the testator above
named, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, CHARLES M. KUNTZ, BETZI A. MORRISON and TERESA M. HENRY,
the testator and witnesses respectively, whose names are signed to the foregoing 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 he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
./:; ;. ./ .c---
~a~ --?~ /i~-<'~/"7
c_ CHARLES M. kUNTZ -
B SON
---:c: ;.:( .<1./1 1J1.:Z! ;rtf,v~
TERESA M. HENRY :/'
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES M. KUNTZ, the
testator herein, and subscribed and sworn to before me by BETZI A. MORRISON and
TERESA M. HENRY, witnesses, this J~' day of May, 1995.
r:)L
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Notary Public
\. l'<>lar.aI Seal
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CMIIIt 1larQ, Curroer1oi1d ea.nw
My Convnlllii:ll , ExpIres oa. 3. 19!1B
'" os
'r!:1 M&TBank
. June 20, 200 I
RE:
Estate Search
The Estate of:
Date of Death (0,0,0,)
CHARLES M KUNTZ
5/18/2001
To Whom It May Concern:
Identified below is the account information requested.
]. M&T Bank accounts in which the decedent"s name appears:
507040
31003911181061
4331
4331
0.0.0.
Balances
(Includes Accr.
Int.)
$1685.87
$12234.52
Accrued Interest
Account
Type
Account Number
Account Title
Opening Branch
CHK
CD
CHARLES M KUNTZ
CHARLES M KUNTZ
$.00
$14.74
2. Loans, Mortgages. or other obligations titled in the decedent's name
Account Number
100 00 I 8877423 0001
Amount Owed
S790.79
Account Description
INSTALLMENT LOAN
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions aboutthe information provided. please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORA nON
BY:
~A~~k~
Authorized Signature
DATE:
(, r :)-0-0 I
Manufacturers and Traders Trust Company' 1100 Wehrle Drive. PO. Box 767, Buffalo, NY 14240.0767
It -;J~3 ~I/
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
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-01-2001
KUNTZ
05-18-2001
21 01-0663
CUMBERLAND
101
~~*
REY-1S47 EX AFP (12-ID)
CHARLES
M
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is'4j-EX--AFP-fi2"=oOY-NOYiCE--OF-YNHERiTANCE-YAX-APPRAisEifENT~--AL1-oWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUNTZ CHARLES M FILE NO. 21 01-0663 ACN 101 DATE 10-01-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due,
TAX CREDITS:
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
15,120.39
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
6,976.75
1.168.01
(11)
(2)
(3)
(14)
NOTE:
.00 X
3,487.82 X
3,487.82 X
.00 X
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this fOri! with your
tax paYllent.
15,120.39
8.144 76
6,975.63
.00
6,975.63
00 =
045 =
12 =
15 =
.00
156.95
418.54
.00
575.49
(19)=
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-15-2001 CDOOO161 28.77 546.72
TOTAL TAX CREDIT 575.49
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.)
~ j
,~ "
G
ST A TUS REPORT UNDER RULE 6.12
Name of Decedent:
CHARLES M. KUNTZ
Date of Death:
May 18,2001
No. 21-01-0663
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: ---2L- Yes _ 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
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
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
;.,,) ~,r'l
~ 12/21/00
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Gu
Roger B. Irwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
x
Personal Representative
Counsel for Personal Representative
Capacity:
/6-027" /- /~
'\, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-IU7 EX AFP 101-02)
JANE M ALEXANDER ESQ
148 S BALTIMORE ST
DILLSBURG PA 17~19
'0/
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
L: COUNTY
ACN
08-12-2002
ARENTZ
06-27-2001
21 01-0633
CUMBERLAND
101
ROSALIE
F
\.'
Allount Rellitted
~ 0:. t
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =iitifi-ix-AFP--coy.:02Y------...--iNi.fERITANc'E--fA3f-si'7ffEM'E-tif-'[fF'-AC-cou'Nf--...---------------- -----
ESTATE OF ARENTZ ROSALIE F FILE NO.21 01-0633 ACN 101 DATE 08-12-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-24-2002
P R I NC I PAL TAX DUE: m...m..mmm...........m.......m........mmm..................m........mmm..............m........mm....................................mm.....................m.......................
4.066.20
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDOO0306 195.75 3.719.25
06-27-2002 CDOO1345 2.28- 153.78
TOTAL TAX CREDIT 4,066.50
BALANCE OF TAX DUE .30CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .30CR
!Ii
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l