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Home My WebLink About01-0816 PETITION FOR PROBATE and GRANT OF LETTERS Estate of THEDA L. KUHN also known as No. To: 21-01-816 Register of Wills for. the , Deceased. County of Cumhsr] and in the Social Security !yo. 278-07-4413 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older altlhe executors in the last will of the above decedent, dated ,Tll"1'> ?f\ and codicil(s) dated named , 19~ (state relevant circumstances, e.g. renunciation, death of executor,etc.) Decendenfwas domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at Messiah Village I 100 Mt. Allen Drive I Upper Allen Township (list street, number and muncipality) J .';i;. Decendent, then 83 years of age, died August 24 ,~ 2001 at Holy Spirit HOApiti'll . 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: oartial interest in real estate "_kif C"'~ tPlt."~ $ $ $ $ in ~aLreft C0Uftt~ WHEREFORE, petitioner(s) respectfully reqije;~s) the prr~ba~e of the last will and codicil(s) presented herewith and the grant of letters t'''-7~:!:~ ( dr.. d " . db testamentary; a mmlstrauon c.t.a.; a mmlstratlOn . .n.c.t.a.) theron. ~ '" 13 ~.y'~~~ .... /~ a:" '0.2 A- ;'E >P-r- ,,1- e 4.~, Pro ~~ // Uc... 1/ 50 ;; c O/l v.i 11381 Dallas Drive Garden Grove, CA 92840 3820 Hearthstone Road ~ Hill, PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1. 88 COUNTY OF CrnffiEffiMID J Sworn to or affirmed and subscribed before me this 4th day of ~2001 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. ~~~~~ ~~;&~~, . ~ ! . ~ ~ ~o. 21-01-816 Estate of THEDA L. KUHN , Deceased DECREE OF PROBATE A~D GRANT OF LETTERS AND NOW SEPTEMBER 4 2Qll 200;Lin consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 26, 1998 described therein be admitted to probate and filed of record as the last will of Theda L. Kuhn and Letters TESTAMETNARY are hereby granted to BEVERL Y LYNN EDWARDS AND . JANET E AUL T ~//r?f::/<d~f<U1" /.~ Ister of W I FEES David H. Radcliff 25483 JCP $ 1 ~ : 88 $ $ 5.00 $ 5.00 TOTAL _ $ 40.00 .......... . .~-:-~=-.~q9~. .......... . . . ATTORNEY (Sup. Ct. LD. No.) 624 North Front Street Worrnleysburq, FA 17043 ADDRESS (717) 236-9318 Probate, Letters, Etc. ...... . . . ,.4-pa2,es. ::>nOTt ceruficates( )........... Renunciation ................ Filed PHONE U' "".<.:'("::; ":'.'=',V 0/<.:',_ This is to certifY that the information here given is correctly copied fran: an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7621037 No. 21-01-816 t2~ ;h( ~~-~ Local Registrar ~ AUG 27 1.001 Date ,4-3Aev.2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH 'WI '....E~.. SOCiAl SECURITY NUMBER DId - _.. Cumberland -' IH.O ::"'-=-=01 MOTHEft'SNAIotElF..1. _._Suo_ 1'. Susie Mauger lNFOIlMAHT'S __ ADDIlESSISnol.~ _. ZipCodol 100 Mt. Allen Drive Box 2015,Mechanicsbur PlACE 01' '_oIc-y.Cr_ l.OCRlOH'~_Zipeo. .. 0IIl0r ...... ~RI_ -1- Cumberland 17L_ l'A I"'. I". c. d. Ac.v- r~ ;e.,,~,.o\,<JI T':>/t.'1 r PI; ....,,~E DUE 10(011 AS A CONSI:OUENCE Of): . c.. .0 r .. (; , r. ;,c I-+'-A,,- r ~... I ~ .. ,,' DUE 10 (011 AS A CONSEOUENCE all DUE 10 lOR AS A CONSI:OUENCE Of): WERE AlI1OP$Y FlNOINGS MANNER OF DEATH --...a.E PRIOR 10 coo.t.ET1ON 01' CAUSE ~ 0 OF DEATH'I -.. - -.. P__1an 0 ....0 NoD -- 0 Couktnol blcMtennlMd 0 DATE OF INJURY '-.0..,. -I 278 - 07 - 4413 white 1" _SWU$._ _w..__. CaIovo 0Ml0ad~ 11""'+1 2 1.. married 17Loo....__1o npp~T SUIMVING SPOUSE I....... QIW tnaIOen "."..~ II. Edmund W. Kuhn Allen Twp. .... ",-. , PA 17055 17070 IlofJ ,- :=..= I. I Hp~,..~ PAJIT.: OlIlofIiQnillcool_CCIIlIrIluIlngIO_.... ........... .....~_...... PoUlT I. J'""QV'.....1 TIUE a= INJUAV tNJUAY J(f WORK? DESCRIBE HOW INJURY OCCURRED. ... 0 NoD ... ... PlACE OF IN.AIRY. AI home, farm, streeI.IacIory, omc. -_.,- _. ... 2.... aJrflAEll ca-. anIy onot -CERTIFYING PHYSICIAN (PhyllCWlncentlylng eausefJ dtaIh wherl anoIhet oh......., haspOtIOuI'IC<<I deaIh ano completed ntWn 23) '....beMof...rlcnow.... ....OCC......clueto...c--c:.)andlMnner.............................................,.......... -PfIONOUNCIHG ANOc.RTIFYIHGPHYSICIAN(Physctanbolh pr~oeaIl andcef1ll~lOcauseol ciealtl) TotlMi be.e:ofmrknowledp. ......occvrrN.......... ...... and pIKe. ....ctue lD....cauH(a).nclm.nne'......N...................,..,... 'MEDlCAI. EXAMINERlCORONEA On the...... of.s.mlnation en4Jot kwe..ig....... In my opinion. d._ occurred" the Ume. d.... and place. ilnd due to'he uuae(a) and mtInneruslaled............,......... ............................. ......................,..... .........."....... 31.. REGISTRAR'SSIGNATU~~ ~I /Iotf /" I o 11b. LICE A OATESlGNED_.Do~_' ~ I. "'OO? *!;.,..~,..~ Id. A_... ... ~., z.o., NAIoIE AND ADORESS 01' PEASON WHO COUPl.ETED CAUSE 01' DEATH (llem21l TypeQf Print f,,,,,S,4.::~ c. Cl~~...t: I (>>>7 iYO "o",,<7Vl~ C..._,,-e... /L.? C. ...1" o :12. DATE FtLEO (Month. ~y. ...., __" ~, ..1.~O/ Last Will and Testament of THEDA L. KUHN 21-01-816 I, THEDA L. KUHN, of Camp Hill" Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am married and my spouse's name is EDMUND W. KUHN. All references to "my spouse" in my Will are to him. The names and birth dates of my children are: BEVERLY LYNN EDWARDS, born June 2,1947 JANET E. AULT, born September 18, 1939 All references to my children in my will are to these children, as well as any children subsequently born to me, or legally adopted by me. Article Two Distribution of My Property Section 1. Distribution of Personal Property All items of personal property, including any automobiles which I may own, shall be distributed to my children in equal shares. ----'i~ JH Page 1 Section 2. Distribution of Real Property I give and devise all interest in real estate which I own with my sister either as a tenant-in-common, jointly, or in any other manner, to my children in equal shares. Section 3. Pour-Over to My Living Trust All the rest, residue and remainder of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: DAUPIDN DEPOSIT BANK & TRUST COMPANY, sole Trustee, or their successors in trust, under the THEDA L. KUHN LIVING TRUST, dated ~ 02& II 9 711 . and any amendments th eto. Section 4. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatso- ever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. Section 5. Testamentary Trust If my spouse survives me, I authorize my personal representative to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for the benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I ap- point the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers given to my Trustee in my revocable living trust and any other powers granted by law. aL (2J*4-~ Page 2 My Trustee shall be under no obligation to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamen- tary trust(s) by the Trustee of my revocable living trust shall be distributed by the Trustee of my testamentary trust(s) in accordance with the terms and condi- tions of my revocable living trust as it exists on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the Commonwealth of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My personal representative, in its sole and absolute discretion, may elect to have all, none, or part of the property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section 2056(B)(7) of the Internal Revenue Code. lL ~ {),4 (/ Page 3 My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are in- curred as a result of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but in- cluded in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving such property. Article Five Appointment of My Personal Representative I appoint EDMUND W. KUHN to be my personal representative. If EDMUND W. KUHN cannot act, or is unwilling to act, I appoint JANET E. AULT and BEVERLY LYNN EDWARDS, or the survivor of them, as my personal representative. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have signed it on ::J:~e.. <.". 19'9& / ~R~ k~ THEDA L. KUHN The foregoing Will was, on the day and year written above, signed, sealed, published and declared by THEDA L. KUHN in our presence to be her Will. We, in her presence and at her request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and have initialed each page. ~c<~A2i?/~ WITNESS ./. ~~p b;,/;f- W ESS ~ U)~ 9A- Page 4 . COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF ) I, THEDA L. KUHN, Testatrix whose name is signed to the attached or fore- going instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and volun- tary act for the purposes therein expressed. ~i ;.(~ t - THEDA L. KUHN Sworn to and subscribed before me thisol6V1t day of ~ ' 1998. NOTARY PUBLIC (Seal) ,~/ ~ Kdc.t:fl Notarial Seal Roberta L. Radcliff. Notary Public Susquehanna Twp.. Dauphin County My Commission Expires Jan. 20. 2001 COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF ) We,'"DJ'lv l'b ;-1 ,6'f:>CL.. iFF and 'JAJ..JF:-i E AU/--7 , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Theda L. Kuhn, Testatrix sign and execute the instrument as her Last Will and Testament; that Theda L. Kuhn signed willingly and that she exe- cuted it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Theda L. Kuhn was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~de.~ ESS NOTARY PUBLIC (Seal) Notarial Seal Roberta L. Radcliff. Notary Public Susquehanna Twp., Dauphin County My Commission Expireli Jan. 20, 2001 JR ~~ Page 5 21-01-816 RENUNCIATION In Re Estate of THEDA L. KUHN deceased. To the Register of Wills of Cumber 1 and County, Pennsylvania. The undersigned EDMUND W. KUHN, Husbnnn of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters be issued to BEVERLY LYNN EDWARDS ann L1ANF.T F._ ATILT hand this l/ day of ~ WITNESS his ,~ .2001 t~ ?AfrJL.u . . (Signature) Mess~ah V~llage, Room 492 100 Mt. ALlen Drive Mechanicsburg, PA 17055 (Address) (Signature) (Address) Sworn to or affirmed and subscribed ~re me this '/:'1:& day of _ f)r;~A ) , 2001. 7?,J~L 'Ii /! cu~,t/# Notary Public (Signature) (Address) NOTARIAL SEAL Roberta L. Radcliff, Notary Public Wormleysburg Borough. County of Cumberland My Commission Expires Jan. 20. 2005 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ALLFI RST TRUST BAN K TRUST DEPARTMENT 2 WEST HIGH STREET CARLISLE, P1 07013 ____u__ fold ESTATE INFORMATION: SSN: 278-07-4413 FILE NUMBER: 21-2001- 0816 DECEDENT NAME: KUHN THEDA L DATE OF PAYMENT: 11/26/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/24/2001 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: ALLFIRST TRUST BANK CO CHECK# 20258664 SEAL INITIALS: AC RECEIVED BY: REV-1162 EX(11-96) NO. CD 000553 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS AMOUNT $6,000.00 $6,000.00 (j CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: THEDA L. KUHN Date of Death: August 24, 2001 Will No. 2001-00816 Admin No. To the Register: I certify that the Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served or mailed to the following beneficiaries of the above-captioned estate on September 14, 2001. NAME ADDRESS JANETE.AULT 3820 Hearthstone Road Camp Hill, PA 17011 EDMUND W. KUHN Messiah Village 100 Mt. Allen Drive Mechanicsburg,PA 17055 BEVERLY L YNN EDWARDS 11381 Dallas Drive Garden Grove, CA 92840 THEDA L. KUHN LIVING TRUST, Dated June 26, 1998 Allfirst Trust Company 2 West High Street Carlisle, P A 17013 Date: I/;J,i~( CHEREWKA & RADCLIFF, LLP co N ,.:': ,::( ':~:~ L:J... ~l?1kZ~ DAVID H. RADCLIFF . 624 North Front Street Wormleysburg, PA 17043 (717) 232-4701 :a: , [,J (j c~~ . Z5~1 Q (J) ~cr: l"- N ::> c:::l :z "i] Capacity: Personal Representative --X.. Counsel for Personal Representative p OJ :.0 -C~ -:u= Gu 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 RADCLIFF DAVID H 624 NORTH FRONST STREET WORMLEYSBURG, PA 17043 -------- fold ESTATE INFORMATION: SSN: 278-07-4413 FILE NUMBER: 2101-0816 DECEDENT NAME: KUHN THEDA L DATE OF PAYMENT: 05/06/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/24/2001 NO. CD 001151 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $512.90 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ALLFIRST TRUST C/O DAVID H RADCLIFF ESQUIRE CHECK# 20307142 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $512.90 MARY C. LEWIS REGISTER OF WILLS 'v /1J- y-// BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX i-1 rc DATE ESTATE OF DATE OF DEATH FILE NUMBER .. iCOUNTY ACN 09-16-2002 KUHN 08-24-2001 21 01-0816 CUMBERLAND 101 DAVID H RADCLIFF ESQ CHEREWKA & RADCLIFF 624 N FRONT ST WORMLEYSBURG PA 170~3 - REV-1547 EX AFP (01-02> THEDA L 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=is4-j-EX-AFP--foY:oZY-NOYicE--OF-YNHEifiTANCE-TAX-jrpPRA-isEirENT~--ALrOWAN-cE-ifR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KUHN THEDA L FILE NO. 21 01-0816 ACN 101 DATE 09-16-2002 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 re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CR~DITS: . ~...~ ,,~~~ l+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 11-26-2001 CDOO0553 .00 6,000.00 05-06-2002 CDOO1151 .00 512.90 INTEREST IS CHARGED THROUGH 10-01-2002 TOTAL TAX CREDIT 6,512.90 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 315.79 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.73 TOTAL DUE 322.52 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. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. 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 .00 212,410.01 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage 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) 12,623.35 3.343.14 (11) (2) (3) (4) NOTE: 44,694.83 X 151,748.69 X .00 X .00 X 00 = 045 = 12 = 15 = (9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 212,410.01 15.966 49 196,443.52 .00 196,443.52 .00 6,828.69 .00 .00 6,828.69 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) /1 - .y - / / ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 '.',If).' '.-'_, - ........., ~ .-." COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-ln1 EX AFP (01-021 ~O:~~ DATE ESTATE OF DATE OF DEATH FILE NUMBER :.:~) COUNTY ACN 09-30-2002 KUHN 08-24-2001 21 01-0816 CUMBERLAND 101 THEDA L '1 1 DAVID H RADCLIFF ESQ CHEREWKA 8 RADCLIFF 624 N FRONT ST WORMLEYSBURG Allount Re.itted ""1. PA 170'43 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=i6ifj-Ex-AFP-foY:02Y------...--iNifERITANCE--TAX-STA-fEMENT-cfF'-ACfcouii'f--...--------------------- ESTATE OF KUHN THEDA L FILE NO.21 01-0816 ACN 101 DATE 09-30-2002 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: 09-16-2002 PR I NCI PAL TAX DU E : ..........______..................______..............___......................___....................______._...............______............___..______............____________...._.........______................___ 6,828.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-24-2001 CDOO0553 315.79 6,000.00 05-06-2002 CDOO1151 .00 512.90 TOTAL TAX CREDIT 6,828.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: THEDA L. KUHN Date of Death: August 24. 2001 Will No.: 2001-00816 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 Gl No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 1KJ 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 [Xl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. o David H. Name 'Date: ~3 -.-l :=J -:J r'("'. p ~ ~ r .... -' ........ 20 Erford Road, Suite 300A Lemoyne, PA 17043 Address (717) 236-9318 Telephone No. Capacity: 0 Personal Representative ill Counsel for personal representative ~ REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 I '7- t.!~ / ( DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 00816 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER KUHN, THEDA L. 278-07-4413 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 08/24/2001 10/04/1917 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER EDMUND W. KUHN B 3. Remainder Return CHECK ~ ,. O<lglnal Rotum ~ 2. S"pplom'"tal R..", (date of death prior to 12-13-82) APPRO- 4. Umited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required jgate of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. ecedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach copy of Will) Attach a copy of Trust BLOCKS 9. Utigatlon Proceeds Received . 10. ~pousal Poverty Credit (date of death between Da 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) :ta~$j:~!o.RJjij$jfl~lC.Q.&#ptt$t.i~fMq~~_::.~~ffli~.IM!tt.*MN.tQ.lW>>.;nr$~f$leJU@fPKt!j~.tlt'-ttfM NAME COMPLETE MAILING ADDRESS COR- DAVTn H RAnr.T.TFF I I<~: 624 NORTH FRONT STREET RE- FIRM NAME (If Applicable) SPON WORMLEYSBURG, PA 17043 DENT CHEREWKA & RADCLIFF, LLP TELEPHONE NUMBER (717) 236-9318 . .- .,. ~. OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 212 ,410.01 6. Jointly Owned Property (Schedule F) 'J, 0 Separate Billing Requested (6) RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 8. Total Gross Assets (total Unes 1-7) (8) 212 .410 .01 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 12.623.35 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3.343.14 11. Total Deductions (total Unes 9 & 10) (11) 15.966.49 12. Net Value of Estate (Une 8 minus Une 11) (12) 196.443.52 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 196.443.52 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (aXl.2) 44,694.83 x.oo~ (15) 0.00 TAX 16.. Amount of Line 14 taxable at lineal rate 151,748.69 X.O ~ (16) 6,828.69 COMPU- 17. Amount of Line 14 taxable at sibling rate X .12 , (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate X .15 (18) 6,828.69 19. Tax Due (19) 20. 0 1:~f:l!ija.:m.:i.ti!~UmJH&.1i!;1ffl~N',t1f!m:>>l:_MAVM.f1 :~::::::::::':::':':"":':>::':':':"':':':':':':':':':.;.:-:.,.:.:.;.,.;.:.;.;.;.:.:.:.;.:.;.;.;.;.;.;.;.:.:.;.:.;.;.;.:.;.;.;.;.....;....... '.:.' ......... .... ..;.... ',' ...:....:...;... "';', ',' ........;.;...:...;..;.;.;.. ',' '..'... '".. ',' ........... ....... .......,:............. ............'.............. ......... .................... ..................... .... ...................... .................................... ....................... ................. ..... ....... ..,. c.., :::::::::::::::::~n~:::::~:n~:m1w1:tt:m~@~:::~:!~:::~:K::::::n:;~:~:l~:~*i~~:$.P.$.$.:[.$.;:AN$.W~:~1$.::~U~$m~$~~p.;5tIf.~'($:~~~~~_f:le@'(~M~a~~~~:l}:~~f;};!l~M}mt~:~;~i~~:MTtM&fIWil%$} o PA 15001 NTF 29755 Copyright 2000 Greatland/Nelco LP - Forms Software Only PA REV -1500 EX (6-00) Decedent's Com lete Address: STREET ADDRESS 10 Mt. Ai Box 2015 Page 2 STATE ZIP PA 17055 (1) 6,828.69 6.000.00 315.79 Total Credits (A + 6 + C) (2) 6,315.79 CITY Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 6. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 512.90 (SA) 0.00 (56) 512.90 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 6. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT \\\1\\l\;H~WH~1WiR1il\~~\:M\@\~\~\)\\\\\\\\m\\~~@ilim\)\\\)l)\\~\!\\!\\!\ltEf,ti;l)li~~~Ifii~i\@!:Ifim\;j~~:~M\;;Utii;mjW~1iiliiil~f~@111i)~t.l]i\;:j:t~~m;mI~j!ilWr~liif@~ilil1@~ili~j\U~j~f~~j[~I[;1i H~itn~&m! ....... ....PLEASe:..ANSW'ER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ,...........................,..,....... ~ ; b. retain the right to designate who shall use the property transferred or its income; ................. c. retain a reversionary interest; or. . . , . . . , . . . . . , , . , , . . , . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? .............................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 8 ~ 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration ol pre parer other man the personal representative is based on information of which preparer has any knowledge. SIGNATURE OF RSON RESP ~L1N~ RE URN DATE ADDRESS 3820 HEARTHSTONE ROAD PA 17011 SIGNATURE a= PREPARER North Front Wormieysburg, PA 17043 For dales ofdealh on or after July 1,1994 and before January 1, 1995, the lax rate Imposed on the nel value of Iransferslo or for Ihe use of Ihe surviving spouse Is 3% [72 P.S. 19118 (a)(1.1)(1)]. For dates of death on or after January 1, 1995, Ihe lax rale Is Imposed on the net value of Iransfers 10 or for the use of the surviving spouse is 0% [72 P.S. 19118 (a) (1.1) (II)]. The slatute doe. noleum,,1 a Iransfer to a surviving spouse from lax, and Ihe slatulory requirements for disclosure of assels and filing a tax relurn are stili applicable even if the surviving spouse Is the only beneflclllfY. For dates of death onor after July 1, 2000: The lax rate Imposed on the net value of Iransfers from a deceased child twenly-one years of age or younger at death 10 or for Ihe use of a nalural pllfent, an adoptive parent, or a sleppar.nt ofthe child Is 0% [72 P.S.19118(aKl.2)). The lax rale Imposed on Ihe nel value of transfers 10 or for the use of the decedent's lineal beneflcI1lfIesls4.5%, excepl as noled In 72.P.S.19118(1.2) [72 P.S.19118(aXl)]. The lax rate Imposed on Ihe nel value of Iransfers 10 or for Ihe use of Ihe decedenl's siblings Is 12% [72 P.S. 19118(aX1.3)]. A sibling Is defined, under Section 9102,asan Individual who has at leasl one parent In common with the decedent, whether by blood or adoption. o PA'\5002 NTF 29756 Copyrlghl2000 GreallandlNelco LP - Forms Software Only REV -1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID NT EC DE T SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER 21-01-00816 THEDA L. KUHN Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Theda L. Kuhn Living Trust, dated June 26, 1998 212,410.01 TOTAL (Also enter on line 5, Recaoitulation) $ 212,410.01 (If more space is needed, insert additional sheets of the same size) CoPyrl9ht (c) 1997 form software only CPSystems. Inc. Form REV-1508 EX (Rev. 1-97) REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECED NT ESTATE OF THEDA L. KUHN SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-01-00816 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. Edmund W. Kuhn ADDRESS RELATIONSHIP TO DECEDENT SS 100 Mt. Allen Drive Box 2015 Mechanicsburg, PA 17055 JOINTL V -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnanciallnslitulion and bank DATE OF DEATH DECO'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A / / 1\.11 other property was jointly ~eld with surviving spouse 0.00 0 0.00 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed insert additional sheets of the same size) Copyright (c) 1997 form software only CPSystems, Inc. 0.00 Form REV-1509 EX (Rev. 1-97) REV-1511 EX+(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF THEDA L. KUHN FILE NUMBER 21-01-00816 Debts of decedent must be reported on Schedule J. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Parthemore Funeral Home 7,931.00 2. Crown Hill Burial Park 725.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State _ Zip B. Vear(s) Commission Paid: 0.00 2. 3. Attorney Fees 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 3,750.00 N/A 4. Probate Fees 40.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Cumberland Law Journal 75.00 8. The Sentinel 87.35 9. Cumberland County Register of Wills 15.00 TOTAL (Also enter on line 9, Recapitulation) $ 12 623.35 (If more space is needed, insert additional sheets of the same size) CoPyri9ht (c) 1997 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1512 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES! ENT DECEDENT ESTATE OF THEDA L. KUHN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS FILE NUMBER 21-01-00816 Include unreimbursed medical expenses. ITEM NUMBER 1 Messiah village DESCRIPTION AMOUNT 3,343.14 TOTAL (Also enter on line 10, Recaoitulationl $ 3 343.14 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1997 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THEDA L. KUHN SCHEDULE J BENEFICIARIES FILE NUMBER 21-01-00816 NUMBER I. NAME AND ADDRESS OF PERSONCSI RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1 Edmund W. Kuhn 100 Mt. Allen Drive Box 2015 Mechanicsburg, PA 17055 Surviving Spouse All jointly held property 2 Theda L. Kuhn Living Trust Allfirst Trust Company, Trustee 2 West High Street Carlisle, PA 17013 None 196,443.52 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17 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 None 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) Copyright (c) 1997 form software only CPSystems, Inc. 0.00 Form REV-1513 EX (Rev. 1-97) REV-1514 EX+(1-97) SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on Rev-1500 Cover Sheet FILE NUMBER THEDA L. KUHN 21-01-00816 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. o Will m Intervlvos Deed of Trust 0 Other COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ! 1! ~! IiIJ!llllllli!!l!l!j! !111J1I !!11! ~ ~ 1; ~;;j ~:: ~ ::~ j;; ~ ~.:::::::::: . :i:::::; ::::::::::::::: mWWil !i!i!!i!i!!ilJam!il$1ImiIIMrr~leS.Tlil~1ll~l!J.lllI1iill~N!W!!iii!iW!!11!!!!!!!i!!!!:!!!!:!!i!!!!!I!!!!!!",::::::':,!';"!!::!!:;';,i:::::::::;,;::;''!!!i!!!!!i!mlW!! NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS DATE OF BIRTH DATE OF DEATH PAYABLE ili:::::::::::: NAME(S) OF LIFE TENANT S EDMUND W. KUHN 10/1/1912 89 Term of Years Term of Years Term of Years Term of Years 1. Value of fund from which life estate is payable 2. Actuarial factor per appropriate table Interest table rate - 031/2% 06% 010% 3. Value of life estate (LIne 1 multiplied by LIne 2) $ 196,443.52 0.22752 m Variable Rate 6 % $ 44,694.83 1111111\HIIIIIIIIII!i\lllllllmmmmmm:mlm:i!J\:ml:!!!!:lm:mmmmmmlmmmm:lmm:I:!!:!:lli!iIN~Ill.!!IMt,f!5I*.Tli~~t\llt~~mm\immmmmmml!mmi\m!I\!lmi\ii\immii\i\i\\i\illilillilillilmimmiImmmmmmmmm!!\ NAME(S) OF NEAREST AGE AT TERM OF YEARS ANNUITY IS ANNUITANT S DATE OF BIRTH DATE OF DEATH PAYABLE Term of Years Term of Years Term of Years Term of Years 1. Value of fund from which annuity is payable 2. Check appropriate block below and enter corregonding (number) F~uency of payout - 0 Weekly (52) Bi-weekly (26) U Quarterly (4) 0 Semi-Annually (2) Annually (1) 3. Amount of payout per period 4. Aggre9ate annual payment, Une 2 multiplied by Une 3 5. Annuity Factor (see instructions) Interest table rate - 0 3 1/2% 0 6% 0 10% 0 Variable Rate 6. Adjustment Factor (see instructions) 7. Value of annuity - If using 3 1/2%,6%, 10%, or if variable rate and period payout is at end of period, calculation is: Une 4 x LIne 5 x LIne 6 If using variable rate and period payout is at beginning of period, calculation is: (LIne 4 x LIne 5 x LIne 6) + LIne 3 0.00 D Monthly (12) D Other ( ) o 0.00 0.00 0.00 0.00 % 0.00 0.00 NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Unes 13, 15, 16 and 17. (If more space is needed, insert additional sheets of the same size) Copyright (c) 1997 form software only CPSystems, Inc. Form REV-1514 EX (Rev. 1-97) REV-1647 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INTEREST COMPROMISE THEDA L. KUHN This schedule Is appropriate only for Estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. Check Box 4a on Rev-1500 Cover Sheet ALE NUMBER 21-01-00816 ESTATE OF IlwIII [Xl Trust n Other I. Beneficiaries NAME OF AGE TO BENEFICIARY RELATIONSHIP DATE OF BIRTH NEAREST BIRTHDAY 1. Edmund W. Kuhn Surviving Soouse 1011/1912 89 2. Janet E. Ault Daughter 09/1871939 62 3. Beverlv Lvnn Edwards Daughter 06112/1947 54 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. !Xl limited rlaht of withdrawal "h Unlimited rlaht of withdrawal III. explanation of Compromise Offer: The surviving spouse has an invasion power of $5,000 or 5% of trust assets each year under Article Ten Section 2 and the Trustees have discretion to invade principal for the benefit of the surviving spouse. The spouse now resides in Messiah Village, Mechanicsburg, PA. It is anticipated that the spouse will exercise his right to withdraw and/or the Trustees will need to invade principal for his benefit. IV. Summary of Compromise Offer: 1. Amount of Future Interest $ 151.748.69 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) $ 0.00 3. Value of Line 1 passing tooouse at oopriate tax rate Check One 6%, 3%, D 0% (also include as part of total shown on Line 15 of Cover Sheet) $ 0.00 4. Value of Line 1 Taxable at BEiIi 4. 5 % Ra t e (also include as part of total shown on Line 16 of Cover Sheet) $ 151.748.69 5. Value of Line 1 Taxable at 15% Rate (also include as part of total shown on Line 17 of Cover Sheet) $ 0.00 6. Total Value of Future Interest (sum of Lines 2 thru 5 must equal Line 1) $ 151.748.69 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1997 form software only CPSystems, Inc. Form REV-1647 EX (Rev. 1-97) REV -1649 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER THEDA L. KUHN 21-01-00816 Do not complete this schedule unless estate is making election to tax assets under Section 9113(A) of Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the By-pass (Family) Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule O. and b. The value of the trust or similar arrangement is entered In whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION 1. Allfirst Trust #74037 $ VALUE 196,443.52 Part A Total $ 196,443.52 PART B: Enterthe description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made. DESCRIPTION VALUE 1. Allfrist Trust #74037 $ 196,443.52 9 PA 16491 NTF 10882 Part B Total $ (If more space is needed, insert additional sheets of the same size) 196,443.52 Copyright 1999 Greatland/Nelco LP - Forms Software Only {' Last WIll ana 1 eSlamenl of THEDA L. KUHN I, THEDA L. KUHN , of Camp Hill" Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am married and my spouse's name is EDMUND W. KUHN. All references to "my spouse" in my Will are to him. The names and birth dates of my children are: BEVERLY LYNN EDWARDS, born June 2, 1947 JANET E. AULT, born September 18, 1939 All references to my children in my will are to these children, as well as any children subsequently born to me, or legally adopted by me. Article Two Distribution of My Property Section 1. Distribution of Personal Property All items of personal property, including any automobiles which I may own, shall be distributed to my children in equal shares. J!i~~ Page 1 Section 2. Distribution of Real Property I give and devise all interest in real estate which I own with my sister either as a tenant-in-common, jointly, or in any other manner, to my children in equal shares. Section 3. Pour-Over to My Living Trust All the rest, residue and remainder of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: DAUPHIN DEPOSIT BANK & TRUST COMPANY, sole Trustee, or their successors in trust, under the TIffiDA L. KUHN. . LIVING TRUST, dated ~~.t119 781 , and any amendments th eta. . Section 4. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatso.. ever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. . Section 5. Testamentary Trust If my spouse survives me, I authorize my personal representative to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for the benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I ap-. point the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers given to my Trustee in my revocable living trust and any other powers granted by law. AJL (jJ ft-4- ~ Page 2 My Trustee shall be under no obligation to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamen- tary trust(s) by the Trustee of my revocable living trust shall be distributed by. the Trustee of my testamentary trust(s) in accordance with the terms and condi- tions of my revocable living trust as it exists on the date of my death. / Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the Commonwealth of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My personal representative, in its sole and absolute discretion, may elect to have all, none, or part of the. property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section2056(B)(7) of the Internal Revenue Code. JL~JL- Page 3 -- My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are in- curred as a result. of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, _ but in- cluded in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving. such property. Article Five Appointment of My Personal Representative I appoint EDMUND W. KUHN to be my personal representative. If EDMUND W. KUHN cannot ac~ or is unwilling to act, I appoint JANET E. AULT and BBVERL Y LYNN BOW ARDS, or the survivor of them, as my personal representative. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have signed it on ::r,-,,-~ <.." I?9B , ~.iill~ THEDA L. KUHN The foregoing Will was, on the day and year written above, signed, sealed, published and declared by THEDA L. KUHN in our presence to be her Will. We, in her presence and at her request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and have initialed each page. ~zH?~ WITNESS ~0~.~ ~~~tZ-!~;)- SS Page 4 -- l."."";O>-_"l"'" ->.,'.P..J"""!".....-' ,!, ~.,'_~.,""~., Or.~.. ~I"""J -7~"" ,,",~<?..~....... . ,.. COMMONWEALTH OF PENNSYLVANIA ) )ss, COUNTY OF ) I, THEDA L. KUHN, Testatrix whose name is :signed to the attached or fore- gQ' . .instrument, having been duly qualified according to law, do ~ereby . '~d and executed the instrument as my Last W 111 and . ",~~ I signed it as my free and volun- t.',.;\>:, '., (-..../ "NOTARY PUBLIC (Seal) ~~~ ~ fd~~::J1 Notarial Seal Roberta L. Radcliff, Notary Public Susquehanna Twp., Dauphm County My Commission EXpires Jan. 20, 2001 COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF ) . We, -VA.., 11> 1-1. ~'T>CL. IFF- and 'JAVel E AUt-T , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Theda L. Kuhn, Testatrix sign and execute the instrument as her Last Will and Testament; that Theda L. Kuhn signed willingly and that sheexe- cuted it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Theda L. Kuhn was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~ WITNESS Sworn to and su ed before me this (J{.Adayof , 1998. ~.~f! ~ .ss . NOTARY PUBLIC (Seal) Notarial Seal Roberta. L. Radcliff, Notary Public Susquehanna Twp., Dauphin County My Commission Explr,. Jan. 20, 2001. dL CDfJL:~' Page 5