HomeMy WebLinkAbout11-09-06
REV-1500 EX + (8.00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL)
Kough, Phyllis H
DATE OF DEATH (MM-DD-YEAR)
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02-14-2006
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
09-03-1930
[!] 1. Original Return
o 4. Limited Estate
[!] 6. Decedent Died Testate (Attach
copy of Will)
o 9. Litigation Proceeds Received
DATE OF BIRTH (MM-DD-YEAR)
o 2. Supplemental Return
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FILE NUMBER
II 06
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
210-26-9799
0165
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4a. Future Interest Compromise (date of dealh after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Soousal PovertY Credit (dale of death between
. 12-31-91 and 1-1-115)
o 3. Remainder Retum{dateofdealh prior to 12-1382)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) {Attach Sch 0)
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NAME
Richard L Webber, Jr., Esquire
FIRM NAME (If applicable)
Weigle & Associates, P.C.
TELEPHONE NUMBER
717-532-7388
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) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
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11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
126 East King Street
Shlppensburg, PA 17257
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
OFFICIAL USE ONLY
152,510.00
8,836.34
None
None
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12,085.99
1,778.52
1,596.51
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(8) 176,807.36
(9)
(10)
11,576.58
1,988.60
(11 )
(12)
(13)
(14)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS (JII REVERSE SIDE FOR APPLCABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
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i= 16. Amount of Line 14 taxable at lineal rate 163,242.18 x .045 (16)
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l1. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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(,) 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
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19. Tax Due (19)
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
13,565.18
163,242.18
0.00
163,242.18
0.00
7,345.90
0.00
0.00
7,345.90
Copyright 2002 form software only the Lackner Group, Inc.
Form REV.1500 EX (Rev. 6-00
Decedent's Complete Address:
STREET ADDRESS
317 Bulls Head Road, Newville, PA 17241
CITY Newville
ISTATE PA
IZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
7,345.90
6,550.00
344.74
Total Credits (A + 8 + C) (2)
6,894.74
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is theBALANCE DUE.
(3)
(4)
(5) 451.16
(5A)
(58) 451.16
Make Check Payabe to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FCLLOWlNG QUESTIONS BV PlACING AN "X" IN lHE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred;................................................................................. 0 ~
b. retain the right to designate who shall use the property transferred or its income;................................... 0 ~
c. retain a reversionary interest; or.................................................................................................................. 0 ~x
d. receive the promise for life of either payments, benefits or care?............................................................. 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?......................................................................................................................
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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 relum, including accompanying schedules and statements, and to the best of my knowledga and belief, It is trua, correct and
complete. Declaration of praparelOther than the personal repesentative is based on all information of which preparer has any knowledge.
SIGNAT E OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
LI a . Webber
DATE
319 Bulls Head Road
Newville, PA 17241
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DATE
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ADDRESS
314 McAllister Church Road
Carlisle, PA 17013
ADDRESS
DATE
126 East King Street ( (
Shippensburg, PA 17257 (( (.0'
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (Ii)]. The statute does not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
~9116 1.2)[72 P.S. ~9116 (a)(1)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1502 EX+ (6-98)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAXREllJRN
RESIOENT OECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
All real property owned solely or as a tenant In common must be reported at felr market velulair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being:ompelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which Is Jolntly-owned with right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEAlH
1 Real Estate, together with improvement thereon, situate in North Newton Township, 152,510.00
Cumberland County, Pennsylvania, containing 4.75 acres. (152,510.00 county
assessed value multiplied by 1.00 common level ratio)
TOTAL (Also enter on Line 1, Recapitulation)
152,510.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
Rev-1503 EX+ (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMONWEALlH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEA lH
1 Putnam Investments Account #A021 0020426377155 - 8,836.34
439.182 shares @20.12 per share
TOTAL (Also enter on Line 2, Recapitulation) 8,836.34
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA.1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (8-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
. RESIDENT DECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER ' DESCRIPTION
1 2000 Chevrolet Astro Motor Vehicle
VALUE AT DATE
OF DEA lli
5.245.00
2 Farmers National Bank Checking Account #12-215-7
1.350.96
3 Farmers National Bank Checking Account #12-215-7- Accrued Interest through
date of death
0.14
4 Farmers National Bank Checking Account #9646557
2.326.52
Accrued interest on Item 4 through date of death
1.80
5
Household Furnishings
1.900.00
6
Orrstown Bank Checking Account #106000705
1.261.53
Accrued interest on Item 6 through date of death
0.04
TOTAL (Also enter on Line 5, Recapitulation)
12.085.99
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule E (Rev. 6-98)
Rev-1509 EX+ (6-98)
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SCHEDULE F
JOINTL V-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAXRETURN
RESIDENT DECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
If an asset was made Joint within one year of the dacaden!'s date of death, It must be reportad on schedule G.
SURVIVING JONT TENANT(S) NAME
A. Linda K. Webber
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter
319 Bulls Head Road
Newville, PA 17241
B. Karen K. Kough
314 McAlister Church Road
Carlisle, PA 17013
Daughter
C.
JOINTLY OWNED PR>PERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT ~ATE OFDEAT~l DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR ALUE OF ASSE INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE. \
1 B 3/17/2000 Farmers National Bank Certificate of 2,873.80 50.000% 1,436.90
Deposit #3990804005
2 B 9/4/2001 Farmers National Bank Savings Account 636.18 50.000% 318.09
.#9115579
3 A,B 1/6/2001 Orrstown Bank Checking Account 70.58 33.333% 23.53
#106001888
TOTAL (Also enter on Line 6, Recapitulation) 1,778.52
(If more space is needed, additional pages ofthe same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
Rev-1510 EX+ (6-98)
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SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAllH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
This schedule must be completed and filed W the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH 'Y. OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Farmers National Bank Checking Account 1.596.51 100.000 1.596.51
#17-559-5 - Held in trust for John M. Kough, son
TOTAL (Also enter on Line 7, Recapitulation) 1.596.51
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (12-99)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Kough, Phyllis H
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0165
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s} attached 6,205.50
B. ADMINISTRATIVE COS1S:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Weigle & Associates, P.C. 4,000.00
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 310.00
See continuation schedule(s} attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,061.08
See continuation schedule(s} attached
TOTAL (Also enter on line 9, Recapitulation) 11,576.58
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
R.y-1502 EX+ (6-98)
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SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEAL lH OF PENNSYlVANIA
INHERITANCE TAXRETURN
RESIDENT DECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
1 Funeral Bill 6,135.50
2 Funeral Flowers 70.00
Subtotal 6.205.50
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ 16-98)
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SCHEDULE H-84
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAXRE1URN
RESIDENT DECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
1 Cumberland County Register of Wills 310.00
Subtotal 310.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H.B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALll-i OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- Kough, Phyllis H
IFILE NUMBER
21-06-0165
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland County Register of Wills - Short Certificates 4.00
2 Cumberland County Register of Wills - Filing fee for inheritance tax return 15.00
3 Cumberland Law Journal - Legal Advertisement 75.00
4 Kough's Oil Service - Fuel Oil 323.85
5 PP&L - Electric Bill 171.39
6 PP&L - Electric Bill 80.73
7 PP&L - Electric Bill 66.56
8 PP&L - Electric Bill 72.59
9 PP&L - Electric Bill 80.90
10 Sprint - Telephone Bill 21.54
11 Sprint - Telephone Bill 25.91
12 Sprint - Telephone Bill 52.17
13 The Valley Times-Star - Legal Advertisement 71.44
Subtotal
1,061.08
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-B7 (Rev. 6-98)
,
Rey-1512 EX+ (8-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS _
COMMONWEALTH OF PENNSYLVANIA
INHeRITANCE T!\XRETURN
RESIDENT DECEDENT
Kough, Phyllis H
FILE NUMBER
21-06-0165
ESTATE OF
Includ. unr.lmbursed medlc.1 exp.n....
ITEM
NUMBER DESCRIPTION
1 Direct TV - Bill
VALUE AT DATE
OF DEAlH
56.15
2 Home OWners Insurance
638.00
3 Kough's Oil - Heating 011
244.58
4 PPL - Electric Bill
176.65
5 Social Security Adminlnstration - Return of monthly payment
828.00
6 Sprint - Telephone Bill
45.22
TOTAL (Also enter on Line 10, Recapitulation)
1,988.60
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
,
REV-1513EX+ (9-00'
*'
SCHEDULE ..J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Kough, PhyJlis.H
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTDNS [include outright spousal
aistributions). and transfers
under Sec. ~116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trust""
FILE NUMBER
21-06-0165
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Karen K Kough
314 McAllister Church Road
Carlisle, PA 17013
Daughter
One-Half
81,621.09
2
Linda K Webber
319 Bulls Head Road
Newville, PA 17241
Daughter
One-Half
81,621.09
Total 163,242.18
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIOIIS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION 1) TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIGJS
TOTAL OF PART 11- ENTER TOT,6L NON-TAXABLE DISTRIBUTICNS ON LINE 13 OFREV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
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1 County, pennsylvania, declare this instrument to be my Last Will
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PHYLLIS H. KOUGH
I, PHYLLIS H. KOUGH, of North Newton Township, Cumberland
and Testament, in manner and form following:
1.
I hereby expressly revoke all Wills and Codicils
heretofore made by me.
2.
I hereby direct my Executrices to pay all my just
debts, funeral and administrative expenses out of my estate, as
soon as practicable after my death.
3. I direct that all taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed shall be paid out of my estate as apart of
the administration of my estate.
rest of his life.
Should both of my daughters predecease me or
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4. I give, devise and bequeath the remainder of my estate
of w~atever nature and wherever situate to my daughters, Linda K.
Webber and Karen K. Kough. Should either of my said daughters
predecease me or die on or before the thirtieth day following my
death, her share shall be distributed to the surviving daughter.
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I sincerely requ.est that my daughters, Linda K. Webber and Karen
K. Kough, maintain and care for my son, John M. Kough, for the
1
die on or before the thirtieth day following my death, the
remainder Of my estate shall be distributed to Dauphin Peposit
Bank and Trust Company, IN TRUST, for the benefit of my son, John
M., KOl,lgh, under the terms of Paragraph 5 hereafter set forth.
5. I nominate and appoint Dauphin Deposit Bank and Trust
Company, Carlisle, PA, Trustee of the share of any b~~eficiary
who may ,be under the age of twenty-two years, or' who may be
adjudicated incompetent. The income and/or principal of said
trust may be accumulated or expended for the maintenance,
education and support of such beneficiary as my Trustee in its
sole discretion may determine; and my Trustee, in the expenditure
of income and/or principal for such purposes, may, at its
discretion, apply the same directly without the intervention of a
guardian or pay the same to any person having the care or control
of said beneficiary or with whom the beneficiary resides, without
duty on the part of the Trustee to supervise or inquire 'into the
application of the funds by any person to whom any payment is so
made. The balance of such income and/or principal shall be paid
to such beneficiary upon reaching the age of twenty-two years or
attaining competency, or to such beneficiary's estate in the
event of death prior thereto.
6. I nominate and appoint my daughters, Linda K. Webber
and Karen K. Kough, as Executrices of this my Last Will and
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Testament; and as substitute Executor I nominate and appoint
Dauphin Deposit Bank and Trust Company, Carlisle, PA.
7. I direct that my personal representatives and Trustee
shall serve as.such without the necessity of filing bond or
security in any jurisdiction.
8. In addition to the powers above provided fo~,...and those
given my law, my personal representative and Trustee, without any
order of court and in their ~ole discretion, may:
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A. Retain any property owned by me at my death and
any form of life insurance, annuity or endowment policies;
and in so doing they may act without restriction to so-
called legal investments and without responsibility for
diversification.
B. Repair, alter, improve or lease, for any period
of time, any property, and give options for leases.
C. Sell at public or private sale, for cash or
credit~ with or without security, exchange or partition
property and give options for sales or exchanges.
O. Borrow money from any person, including my
Executor or Trustee, and mortgage or pledge any property.
E. Compromise Claims.
F. Pay premiums on any life insurance, annuity or
endowment policies which may have been retained or
purchas~d h~rein; and' exercise any right, optio~ or
privilege thereund~r~ .
G. Vary or retain investments, when deemed
desirable by Trustee, and invest .in such bonds, stocks
(including bank stock of the Dauphin .Deposit Bank and Trust
Company), notes, real estate mortgages or securities,
common or diversified trust funds, or in such other
property, real or personal, as Trustee shall deem wise,
without being restricted to so-called "legal investments."
3
H. Place and carry any asset of the trust in the
name of a nominee.
I. Make distribution in cash or in kind or partly
in each.
J. Terminate said trust prior to the time
designated herein, if, in the opinion of Trustee, the said
trust res, together with accumulated interest, has
diminished to the point that it is no longer economical or
feasible to continue said trust.
K. In the event that Dauphin Deposit Bank and
Trust Company shall serve either as my Executor, my Trustee
or both, I direct that said corporate fiduciary shall be
compensated for the services which it renders in accordance
with its prevailing scheduie of fees in effect puring the
time when said services are rendered.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 15th day of August, 1989.
C.7~~. ~LdSEAL)
Phyl s H. Kough
WITNESS:
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Phyllis H. Kough, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by Phyllis
H. Kough, Testatrix, this 15th day of August, 1989. .
Gf#-1:11- ~,/
Testa: rl.X
~-laf31~Ph~
NOTARIAL SEAL .
LAURA A. BISTLINE, Notary Pub tic
C4rlisle. Cumberland County
My Cammi ssion Expires Harch":.z6.. .1993
. _r' ,- ~
. .i
5
COMMONWEALTH OF PENNSYLVANIA :
: SSe
COUNTY OF CUMBERLAND
.
.
We, Roger M. Morgenthal and Janice E. Hertzler ,
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 Testatrix, Phyllis H. Kough,
sign and execute the instrument as her Last Will; that she signed
willingly and that she executed 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 Testatrix was at that
time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn or af finned
Roger M. Morgentnal
witnesses, this lSth
to and subscribed to before me by
and Janice E. Her~zler
da.y of August , 1989~
~~
\'Wit. s!3 . .'
~~~~l. M~~
~A,)A /J il:dhAA a.
,
. NOTARIAL SEAL "...:.:..:";
LAURA ^.. BrSTLINE, Notary])u!ilic.. .
Car.h S.1e, Cumberland, County: . -, ' "
My Commlss1on Expires Harch 2o.~'l9'9.3 .
.- .1
6
'." ....','" ......... '. ' .., ....... .,..", ,I '. ..' ""i' ." ."..,."."
Pennsylvania/awrequiresthalalllfiil.l?statebe valLiedasofthemo$t "centcc>unty:-:wide~f;lS~ssm~ht. The/a,st
reassessment; ortaxbf'$l1 y~r,was ?QQO.Sincf}theJa$t 1'88ssessmentin20Qp. Pf9~ftiesl)~tI!1:beftnass.$S~Pt1t 100% 0
Year 2000 'value(1"e ,~re...aetenniItl1dRati()',' . Th!1" n6'wt~'.,base.Year WiII,be.thfl.YftElr2()(1#('llithtlre'lf$'w~~s~.sed values
becomingeffectlvefor th,~(j05tax yea,.. . TMPnraetermlnedRatiotemalns at 1 ()O%. Your neW aS8f;tss'dvaiueeqvals yo ,
Year 2004 market value. '
When the new 2004 .~ ba~e,isdetGrminedafterthis f8llsses$men4 all taxing district$a,re required bylaw to lower E
millage rate by thesa,me pfOPortlcmthatthe tubase went up. Tl]e law provides thatin th.efirst yearaft'etreassessment
(2005), the county and all townships andborougMmay not increase overall revenue on theirexistingtaxbaseby more than
five percent (5%) and school districts may not Increase overall revenue on their existing taxbase by more than ten percent
(10%). The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall
revenue. Of course.' some individual's taxes will go up or down by more than those pftrcentages; The essential point is th
an increase In market values does not necessarily mean a corresponding increase in taxes. Individual changes in
taxes will depend upon a specific property's change as compared to the overall change for the taxing district.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS
ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT.
ESTIMATED COUNTY TAX IMPACT:
Current 2004 County mills = 2.3
Adjusted 2004 County mills = 2.1
$
$
329
326
2004 County Tax BEFORE Reassessment.
2004 County Tax AFTER Reassessment.
PUT NAM INVESTMENTS
Putnam Investor Services
Post Office Box 41203
Providence, Rhode Island 02940.1203
www.putnaminv.com
March 23,2006
RICHARD L WEBBER JR ESQ
WEIGLE & ASSOC PC
126 EKING ST
SHIPPENSBURG PA 17257-1397
Account No.: A0210020426377155
Registration: Phyllis H Kough
Reference No.: '0448792386
Dear Mr. Webber:
Thank you for contacting us regarding the above-referenced account. The following table
provides the information requested as of February 14,2006.
This letter confirms that the account was established on August 12, 1996 under the sole
ownership of Phyllis H. Kough.
The account was redeemed in full on February 23,2006 and the distribution check in the amount
of $8,946.14 was mailed to the address of record. We hope that this information is hdpiul.
To assist you with future inquiries concerning this letter, please provide the reference number
shown above when calling or sending written correspondence.
Should you have any questions, please call us toll free at 1-800-225-1581. One of our
representatives will be pleased to assist you.
Sincerely,
Ord+ev adL
Patricia Michelin
Putnam Investor Services
cc: Linda K Webber
Karen K Kough
.
· Kelley Blue Book - Private Party Pricing Report - Chevrolet, Astro
In partnership with ...Ieyllle 80.
; j ~
RESEARCH ! REVIEWS I TIPS !
!
. Kelley Blue Book
THE TRUSTED RESOURCE
. ------'.---."--- ....,...
BLUE BOOK" PRIVATE PARTY REPORT
Pennsylvania · February 20, 2006
2000 Chevrolet Astro Minivan 3D
,'" ,. ~,,~\ . y
"""'Mi~~r..~
Another B~QQ[t
EreeC&BFAX Re~Q(gChepJs
Sear~lJlJ~~<t'{e-'li~lebl~tjng~
tJmance YQ-YIYehlc:Je
Insure Y_QIJJJLebiQ.!e
Engine: V6 4.3 Liter
Trans: Automatic
Drive: AWD
Mileage: 81,700
Equipment
7-8 Passenger
Air Conditioning
Power Steering
AM/FM Stereo
Dual Front Air Bags
ABS (4-Wheel)
Consumer Rated Condition: Fair
"Fair" condition means that the vehicle has some mechanical or cosmetic defects
and needs servicing but is still in reasonable running condition. This vehicle has a
clean title_bLstQI'Y, the paint, body and/or interior need work performed by a
professional. The tires may need to be replaced. There may be some repairable
rust damage.
Private Party Value $5,245
Private Party Value is what a buyer can expect to pay when buying a used car
from a private party. The Private Party Value assumes the vehicle is sold liAs Is"
and carries no warranty (other than the continuing factory warranty). The final
sale price may vary depending on the vehicle's actual condition and local market
conditions. This value may also be used to derive Fair Market Value for
insurance and vehicle donation purposes.
Page 1 of2
_ ..http://www.kbb.com/kb/kLdll/kw .kc. ur?aolwp;802058 ;&;+p&723 ;Chevrolet;2000%20Ast... 2/20/2006
A~ FARMERS NATIONAL BANK
OF NEWVILLE A Division of Adams County National Bank
Mt..R 2 ,- ,Uut)
February 28, 2006
Richard L. Webber, Jr., Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, Pa 17257
RE: Estate.of Phyllis Kough, Deceased
Date of death; February 14, 2006
Dear Mr. Webber:
Mrs. Kough had a checking account #12-215-7 in her name alone, with a
date of death balance of $1,650.96 plus .14C accrued interest. This account
was opened 1/16/1985. A savings account #9646957 also in her name was opened
9/27/1982 with a February 14 balance of $2,326.52 plus $1.80 accrued interest.
She also had a savings account #9115579 opened 9/4/2ID01, joint with
Karen K. Kough, with a balance of $635.69 plus .49~ accrued interest; and a
certificate of deposit#3990804005, also joint with Karen K. Kough, opened
3/17/2000 with a balance of $2,810.28 plus $63.52 accrued interest.
There is also a checking account in the name of Phyllis H. Kough in
,
trust for John M. Kough which was opened 9/5/96 with a balance of $1,596.51.
This account # is 17-559-5.
If you have any questions, please call.
Ae~~~ Yo~~,&.
.-,- . .
/ Execut1ve V1ce Pr 1dent
PO. Box 156, Newville, PA 17241 . (717) 776-5312
Nor 2 .. 2006
Appraisal Report
Personal Property of
Phyllis H. Kough, deceased
For
Estate of Phyllis H. Kough
As of:
October 23, 2006
By:
Dan Hershey's Auctioneer Service
Steven E. Ege and Chris Bream
Auctioneer & Appraiser
790 West High Street
Carlisle, PA 17013
717-532-4647
Personal Property of Phyllis H. Kough, deceased
Furniture
Appliances
Kitchen ware
Household & miscellaneous
Total
$900.00
$200.00
$200.00
$600.00
$1900.00
It is our opinion that the appraised auction value of the above items is $1900.00 as of
October 23, 2006
....
i
.br~ft[ ~~
Steven E. Ege, auctioneer appraIser
ehri ~h A"'B ~a~.
stop er. am, auctioneer appraIser
~
ORRSTOWN
BANK
MAR 2 - 2006
March 1, 2006
TO: Weigle & Associates
Attorneys at Law
126 East King Street
Shippensburg, PA 17257
FROM: Timothea Moose
Cust. Ser\iice Specialist
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Phyllis H Kough
DATE OF DEATH: February 14, 2006
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
. ACCOUNT NO.
106000705
106001888
TITLE OF ACCOUNT
Phyllis H Kough
Phyllis H Kough
Linda K Webber
Karen Kough
DATE OPENED PRINCIPAL & ACCRUED INTEREST
2/19/99 1,261.53.04
1/16/01 70.58
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
PO Box 250 · Shippensburg, PA 17257 · (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com