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OFFICIAL USE ONLY
REY-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DATE OF BIRTH (MM-DD-YEAR)
05-17 -1938
FILE NUMBER
II 06
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
204-30-8635
0106
NUMBER
THIS RETURN MUST BE ALED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~1
04
o 2. Supplemental Return
[!]
o
o
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal Povertv Credit (date of death between
. 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch O)
[!] 6 Decedent Died Testate (Attach
copy of V1111)
o 9 Litigatioh Proceeds Received
....
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NAME
I Ro rt~ Saidi~,---Esq.~_n____,______~_
FIRM N1 E (If applicable)
Sai is, Flower & Lindsay
TELEPH NE NUM~ER
(71 ) 73t -3405
1. R I Estate (Schedule A) (1)
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2109 Market Street
Camp Hill, PA 17011
(2)
OFFICIAL USE ONLY
None
None
None
None
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2.S cks and Bonds (Schedule B)
3. C sely H~ld Corporation, Partnership or Sole-Proprietorship
4. M rtgage$ & Notes Receivable (Schedule D)
5. C h, Bank Deposits & Miscellaneous Personal Property
( edul~ E)
6. J ntly ~ed Property (Schedule F)
Sep~rate Billing Requested
r-Vivo$ Transfers & Miscellaneous Non-Probate Property
edule G or L) D Separate Billing Requested
al Grdss Assets (total Lines 1-7)
eral Expenses & Administrative Costs (Schedule H)
10. bts of Decedent, Mortgage Liabilities. & Liens (Schedule I)
11. T~tal Deductions (total Lines 9 & 10)
12. ~~t Valu' of Estate (Line 8 minus Line 11)
13. C aritable and Governmental Bequests/See 9113 Trusts for which an election to tax has
t been made (Schedule J)
t Value Subject to Tax (Line 12 minus Line 13)
(3)
(4)
(5)
15,239.33
(6)
None
(7)
475,407.82
(8) 490,647.15
(9)
20,359.67
1,957.47
(10)
......,
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(11) 22,317.14
(12) 468,330.01
(13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
unt qf Line 14 taxable at the spousal tax rate. 0.00 x .00 (15)
z transf~rs under Sec. 9116(a)(1.2)
I
0 aunt ~f Line 14 taxable at lineal rate
j:: 0.00 x .045 (16)
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D- aunt Qf Line 14 taxable at sibling rate 261,227.83 x .12 (17)
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0 I
u aunt df Line 14 taxable at collateral rate 2,000.00 .15 (18)
~ x
(19)
205,102.18
263,227.83
0.00
0.00
31,347.34
300.00
31,647.34
Copyright 2002 f~rm software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
-------------~ .----1
"
Dece~~nt's 'Complete Address:
'"'"
STREE ADD~ESS
5 Willson Street
CITY I ~arqsle I STATE PA !ZIP 17013
Tax ~yme~ts and Credits:
1. Ta*:,:, I~ue (Page 1 Line 19)
2. Cr~fltslParents
II A- t"sal Poverty Crelm
II ~: ~;:::"",nts
3. Int+teStlPeOalty if applicable
D. Interest
E. Penalty
(1 )
31,647.34
35,000.00
1,582.37
Total Credits (A + B + C)
(2)
36,582.37
TotallnterestlPenalty (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 Line 20 to request a refund
5. If i e 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
4,935.03
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. id decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. [i] D
b. r~tain the right to designate who shall use the property transferred or its income;.................................... [i] D
c. n~tain a reversionary interest; or.................................................................................................................. [i] D
d. r~ceive the promise for life of either payments, benefits or care?.............................................................. D [i]
2. f deatt1 occurred after December 12, 1982, did decedent transfer property within one year of death without
eceiving adequate consideration? ................. ............ ... ....................... ......... .......... ............... ......... .............. ....... D [i]
id decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D [i]
id decedent own an Individual Retirement Account, annuity, or other non-probate property which
ntains a beneficiary designation?..................................................................................................................... [i] D
SWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 'ury, I ~re that I have examined this return, including aCCOl'1lJSnying schedules and statements, and to the best of my knowledge and belief, it is true, correct and
e. Declara . of rer other than the al re resentative is based on all information of which rer has an know!
SIGNATURE OF RSON ~SPONSIBlE FOR FILING RETURN ADDRESS
Sh B Miller! ,
585 Carlisle Road
Newville, PA 17241
11//i/06
/ ~-
1,. 0(,
ADDRESS
A TIVE
ADDRESS
2109 Market Street
Camp Hili, PA 17011
For dates of ath 0 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 sp se is 3,Yo [72 P.S. ~9116 (a) (1.1) (i)].
For dates of ath 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. ~91 (a) (111) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets an ling a ~ return are still applicable even if the surviving spouse is the only beneficiary.
For dates of ath on or after July 1, 2000:
The tax rate posed 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 pare ,an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate posed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S.
~9116 1.2) P.S. S9116 (a) (1)].
The tax rate posed on the net value of transfers to or for the use of the decedenfs 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.
~
FILE NUMBER
21-06-0106
Rev-15GB EX+ (6-88)
"
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
c
ESTATE OF
Kauffman, Sylvia S.
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-ownecl with the right of sUlVlvorshlp must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 B quest from estate of Nellie B. Kirk
2 T Bank, checking acct. #90028163
3 T Bank, savings acct. #15004208579085
4 mbers 1 st, savings acct. #83837
5 P triot News, refund
6 S vereign Bank, CD #2895398887
7 1 89 Honda Civic automobile (based on sale price)
8 usehold furnishings
TOTAL (Also enter on Line 5, Recapitulation)
(If more space is needed. additional pages of the same size)
Copyright (c) 20 form software only The Lackner Group, Inc.
VALUE AT DATE
OF DEATH
1,000.00
6,001.55
4,295.16
1,184.39
83.40
1,374.83
500.00
800.00
15,239.33
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1510 EX+ (6-98)
,
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
~
FILE NUMBER
21-06-0106
Ie rrust be COI1'1lIeled and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER UDE ~E OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
TE 0 TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 rsto~n Bank, joint savings aeet. #706002163 - 2,001.20 100.000 2,001.20
sterred to joint acct. with Sharon B. Miller on
8/05
2 I estate at 25 Wilson Street, Carlisle, PA - 109,100.00 100.000 3,000.00 106,100.00
sterred to joint tenants with right ot
ivorship on 12/13/2005 (Sharon B. Miller and
via S. Kauffman)
3 M T Bank IRA, #035004110112212, opened 2,054.03 2,054.03
1 13/2004 - trust is benet.
4 T Bank IRA, #035004200349486 - trust is 14,801.77 14,801.77
et.
5 T Bank IRA, #035004200372263 - trust is 2,328.76 2.328.76
et.
6 T Bank IRA, , opened 2/1/2002, 1,081.61 1,081.61
5004110111404 - trust is benet.
7 T Bank IRA, opened 4/6/1999, 15,215.11 15.215.11
5004200220008 - trust is benet.
8 mbers First FCU, IRA, #83837-15, opened 11,459.54 11,459.54
8/97 - trust is benet.
9 mbets First FCU, IRA, #83837-16, opened 3,053.03 3.053.03
8/97 - trust is benet.
10 embers First FCU, IRA, #83837-17, opened 5.870.56 5.870.56
3 8/97.. trust is benet.
tal of Continuation Schedule(s)
ee attached page
TALi (Also enter on Line 7, Recapitulation)
475,407.82
! , (If more space is needed, additional pages of the same size)
Copyright (c) 2od2 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
Rev.1510 EX+ (6-98)
'\
c
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
continued
.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER IN UDE ~E OF TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
TH DATE 0 TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
11 M mbe..s First FCU, IRA, #83837-18, 11 ,067.96 11,067.96
01 f!ned3/18/97 - trust is benef.
12 M mbers First FCU, IRA, #83837-19, opened 1 ,368.00 1 ,368.00
1~ 12/98 - trust is benef.
13 N ~mbers First FCU, IRA, #83837-20, opened 2,641.40 2,641.40
2/ 3/99 - trust is benef.
14 N ~mbers First FCU, IRA, #83837-21, opened 2,513.49 2,513.49
11 ~2001 - trust is benef.
15 M mbers First FCU, IRA #83837-22, opened 581.12 581.12
41 7/02 - trust Is benef.
16 1\ .mbers First FCU, IRA #83837-23, opened 2,125.77 2.125.77
1) 28/2003 - trust is benef.
17 M mbers First FCU, IRA #83837-24, opened 1 ,565.20 1,565.20
81 5/2004 - trust Is benef.
18 F ~vocable Trust, M& T Bank Trustee - see 289,579.27 289,579.27
a1 lached list of assets contained in the Trust
. PTAL(A1so enter on Line 7, Recapitulation) 475.407.82
Copyright (c) 2od: form software only The Lackner Group. Inc. Form PA-1500 Schedule G Rev. 6-98
~ Kauffman, Sylvia S.
II
i I
FILE NUMBER
21-06-0106
ESTATE OF
REV.1151 EX+ (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
,
.
COMMQ~ EAL TIt O~ENNSYLVANIA
INHE ItANCE RETURN
RE IDENT CEDENT
Kauffman, Sylvia S.
FILE NUMBER
21-06-0106
ESTATE OF
I
Debts Ofi ecedtnt must be reported on Schedule I.
ITEM
NUMBER
A.
B.
Zip
DESCRIPTION
ee continuation schedule{s) attached
1.
INISTRATIVE COSTS:
rsonal Representative's Commissions
cial Security Number(s) I EIN Number of Personal Representative(s):
eet Address
State
ar(s) Commission paid
mey's Fees
ee continuation schedule{s) attached
3. mily Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
2.
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
5.
ee continuation schedule{s) attached
untanfs Fees
6.
Return Preparer's Fees
7.
er Adhlinistrative Costs
See continuation schedule{s) attached
TOTAL (Also enter on line 9, Recapitulation)
I
Copyright (c) 20 form software only The Lackner Group, Inc.
AMOUNT
5,422.90
12,350.00
95.00
2,491.77
20,359.67
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-88)
,
c
SCHEDULE H-A
FUNERAL EXPENSES
continued
.
ESTATE OF !
II Kauffman, Sylvia S.
FILE NUMBER
21-06-0106
ITEM j
NUMBER DESCRIPTION AMOUNT
1 E ger Funeral Home 5.422.90
I
;
I
,
,
I
I
i
I
Subtotal 5.422.90
I
Copyright (c) 200~ form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A Rev. 6-98
_ _~L
Rev-1502 EX+ (8-98)
~
.
c
ESTATE OF
Kauffman, Sylvia S.
SCHEDULE H.82
ATTORNEY'S FEES
continued
FILE NUMBER
21-06-0106
ITEM
NUMBER DESCRIPTION
1 S idis, Flower & Lindsay
Subtotal
AMOUNT
12,350.00
12,350.00
Copyright (c) 20 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev.1502 EX+ (6-98)
c
SCHEDULE H.B4
PROBATE FEES
continued
,
Kauffman, Sylvia S.
FILE NUMBER
21-06-0106
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Rister of Wills
95.00
Subtotal
95.00
i i
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
c
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
~
~
Kauffman, Sylvia S.
FILE NUMBER
21.06.0106
ESTATE OF
ITEM I
NUMBER , DESCRIPTION AMOUNT
I
1 C~I mberland Law Journal, estate notice 75.00
2 MI+T Bank, trustee's fees for administration of Revocable Trust 2,207.03
! ,
3 T~e Pab'iot News, estate notice 149.22
4 P C check printing fee 56.52
5 ~glster of Wills, short certificate 4.00
II
i
i
I
I
I
i Subtotal 2,491.77
i
Copyright (c) 2oo~lform software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-88)
c
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
~
I Kauffman, Sylvia S.
FILE NUMBER
21-06-0106
ESTATE OF
I
ITEM I VALUE AT DATE
NUMBER I DESCRIPTION OF DEATH
1 B ro of Carlisle, trash - final bill 16.18
2 C rlisle Boro Tax account (1/2 of amt. due) 279.78
3 E ~helbergers, Inc. 133.60
4 F ot Locker, refund of pension payment deposited after date of death 661.94
5 P Dept. of Revenue, PA 40 taxes 5.00
6 P &L E:lectric Utilities - decedent's final bill 63.64
7 5 idis, Flower & Lindsay, attorney fees incurred prior to death 351.50
8 51 rint, phone bill - decedent's final bill 34.01
9 51 It & Stolt, tax preparation 245.00
10 UI I - decedent's final bill 166.82
TOTAL (Also enter on Line 10, Recapitulation) 1,957.47
(If more space is needed, additional pages of the same size)
Copyright (c) 200 form software only The Lackner Grou . Inc. Form PA-1500 Schedule I Rev. 6-98
Include unrelmbursed medical expenses
p
II
REV.1513 EX+ (9-00)
.
1*
SCHEDULE J
BENEFICIARIES
'"
COMMq! NEALTH OF PENNSYLVANIA
IN~ ~~N1EJ~E~RN
ESTATE OF I
~ auffman, Sylvia S.
i NAME AND ADDRESS OF
NUMBER! PERSON(S) RECEIVING PROPERTY
I Tf.xABlE DISTRIBUTIONS pnclude outright spousal
· i Clistributions, and transfers
under Sec. 9116(a)(1.2)]
1 lbigaiil M. C. Miller,n/b/m Smith
7 East North St.
, arlisle, PA 17013
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(sl
FILE NUMBER
21-06-0106
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
Niece
specific
bequest of
$1,000
1,000.00
2
~am J. Miller
25 East North St.
arlisle, PA 17013
Nephew
specific
bequest of
$1,000
1,000.00
3
haron B. Miller
85 Carlisle Road
ewville, PA 17241
I
I
Sister
residue of
estate
470,969.82
Total 472,969.82
E ter dollar amounts for distributions shown above on lines 5 through 18, as appropriate, on Rev 1500 cover sheet
II. N N-TAXABlE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BING MADE
i
i
;
~. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS
,
I
I See continuation schedule(s) attached
205,102.18
;
.
i
,
i
TOT~ OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 205,102.18
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J Rev. 6-98
II
Revrl502 EX+ (WII)
c
SCHEDULE .i.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
..
11-
ESTATE OF
Kauffman, Sylvia S.
FILE NUMBER
21-06-0106
ITEM I
NUMBER DESCRIPTION AMOUNT
1 C ,aritable remaindermen of Sylvia Kauffman Revocable Trust- SO/50 to WITF, Inc. 205,102.18
alii d Bosler Memorial Library
!
I
I
I
i
,
I
i Subtotal 205,102.18
I
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
II
REVo1fi1". EX+ (NO)
.
'*
COMMON reAL TH OF PENNSYlVANIA
INHE t1TANCE TAX RETURN
AI slDENT DECEDENT
BeNI!DULI! K
LIFE EST ATE,&. ANNUITY
& TERM Ct:RT AlN
(Check Box 4 on Rev-1500 Cover Sheet)
l .
ESTATE OF FILE NUMBER
Kauffman, Sylvia S. 21-06-0106
This schedule is to be used for all sinj;lle life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors tor 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 0 Intervivos Deed of Trust 0 Other
NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS
LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE
Sharon Bioi Miller 06123/1945 61 181 Life or o Term of Years
o Life or o Term of Years
o Life or o Term of Years
I: o Life or o Term of Years
1. Value of fund from which life estate is payable
$
367,306.62
0.441605
I,
2. Actuarial fa ~ per appropriate table
Interest table te - 0 31/20/. 181 &I~ 0 10010 0 v.iabIe RaI8
Value of life tate (Une 1 multiplied by Line 2)
NAME() F NEAREST AGE AT PAYABLE
j ANNUITANTS DATE OF BIRTH DATE OF DEATH
Ii o Life or o Term of Years
I o Life or o Term of Years
: o Life or o Term of Years
I o Life or o Term of Years
1. Value of fund ~om which annuity is payable
2. Check 3PP1afe block below and enlor corresponding (nurrl>e~
Frequency ,Ipayout-D VVeekIy(52) 0 BlW88Idy(26) 0 MonhIy(12) 0 QatarIy(4)
o SenNnIaIy(2) 0 Arn.IaIy(1) 0 011.-
3. Amount of ~yout per period
4. Aggregate an~~al payment Line 2 multiplied by Line 3
5. Annuity Fac1cj)r (see instructions)
Interest table ~te - 0 31/2D~ 0 &110 010010 0 v.iableRale
6. Adjustment ~actor (see instructions)
7. Value of an~',.,ulty - If using 3 1/2%, 6%, 10% or if variable rate and period payout is at end of period,
calculation i j Line 4 x Line 5 x Line 6
If using vari ble rate and period payout is at beginning of period, calculation is:
I I (Line 4 x Line 5 x Line 6) + Line 3
NOTE: The valu 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 re m. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13,15,16,17 and 18.
$
$
0.00
$
$
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule K (Rev. 6-98)
REV~~7p'_ !*
COMMO~EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RI$$IDENT DECEDENT
SCHEDULE .
FUTURE INTEREST COMPROMISE
(Check Box 4a on Rev-1500 Cover Sheet)
Kauffman, Sylvia S.
This schedule Is appropriate only for Estates of decedents dying after December 12. 1982.
This s~dule 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
181 Will 0 Trust 0 Other
FILE NUMBER
21-06-0106
ESTATE OF
I. Beneftclarles
NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH /lGElO
tEARESTBRllIlAY
1. S aron B. Miller sister 06/23/1945 61
2. ,
3. Ii
4.
5.
II. For de~ents 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 decedenfs death, check the appropriate block and attach a copy of the document in which the surviving spouse
exercises such withdrawal right
o Unlimited right of withdrawal o Limited right of withdrawal
III. ExPla~atlon of Compromise Offer:
Be~ iciary of life Interest In Revocable Trust of Sylvia Kauffman. Remaindermen are charities: Bosler
Me "rial Library and WITF, Inc. (SO/50). Used basic life expectancy calculation for Sharon B. Miller.
I
: !
i i
IV. Sum ary of Compromise Offer:
1. Amount of Future Interest 367,306.62
2. ~alue of Une 1 exempt from tax as amount passing to charities, etc. 205,102.18
I ' (also Include as part of total shown on Une 13 of Cover Sheet)
3. ~alue of Une 1 passing to spouse at appropriate tax rate
I Check One 06% 03% 00%
t (also IndtJde as part of total shown 00 Uno 15 of Cover Sheet)
4. alue of Line 1 taxable at lineal rate
f 06% 0~5%
Iso include as part of total shown on Line 16 of Cover Sheet)
5. alue of Line 1 taxable at sibling rate (12%) 162,204.44
Iso include as part of total shown on Line 17 of Cover Sheet)
6. alue of Une 1 taxable at collateral rate (15%)
l(also include as part of total shown on Line 18 of Cover Sheet)
7. 'total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) 367,306.62
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule M (Rev. 6-98)
I'
.
Bstate Valuation
nate of Death: 01/11/2006
Vllluaticm DaU, 01/11/2006
Processing Dat~: 02/08/2006
Estate of: Sylvia Kauffman '1'//A
Report Type: Dat. of Death
Number of Securities: 47
Pile m: kauffman
Sures
or Par
Security
Description
High/Ask
Low/Did
Mean and/or Div and Int Security
Adjustments Accrullls Value
1) 32684 ~ 77 MTJl IIOlf.BY MAR1tB'l' '420 (55376'1'429 1. 000000 1. 00000 32.684.77
Accrued Xntere.t 38.04
2) 200 tJNI'l'BD STATES sVG BD sn D (912540BJt3)
OTC
DTD: 10/oi/1988
01/11/2006 123.92000 A/D
123.920000 247.84
,
3) ioo uNITED sTATES SW BD SBR BE (~12540BL1)
I OTC
DTD: 11/01/1988
I 01/11/2006 123.92000 A/D
123.920000 247.84
4) 200 UNITED STA'l'BS SVG BD sn BB (912540BM9)
OTC
DTD: 12/0i/1988
01/11/2006 123.92000 A/D
123.92'0000 247.84
5) aOO uNITEDSTATBS SvGBD sn BE (912S40BN7)
OTC
DTD: 01/01/1989
01/11/2006 123.92000 A/D
! 123.920000 247.84
6) ,~OO UNITED STATES SVG Db sn D (912540EQO)
I OTC
I DTD: 03/01/1989
01/11/2006 121.48000 A/D
i 121.480000 242.96
7) ~OO UNITED STA'l'BS SVG DD SBR D (91254008)
aTC
riTD: 04/01/1989
01/11/2iIl16 121. 48000 A/D
121.480000 242.96
8) 2'00 UNITED ftAmS riG Db sim BE (912540BS6)
OTC
DTD. 05/01/1U9
I 01/11/2006 121.48"000 A/D
121.480000 242.96
9) Joo uNI'l'BD S'rATBS SVG :1m sn Di (912540PB6)
OTC
DTD: 05/01/1990
01/11/2006 116.76000 A/D
116.760000 700.56
10) _100 UNJ:TED STATES SVG BD sn D (912540I'G1)
I OTC
DTD: 07/01/1990
I 01/11/2006 116.76000 A/D
, 116.760000 467.04
11) 20~0 UNJ:TBD STATES SVG DD sn BE (9125fOPV8)
I OTC
I DTD: 08/01/1991
01/11/2006 110.04000 A/D
;,.1 110.040000 2.200.80
12) 'I' UNJ:TBD STATES SVG BD sn BE (912540GB1)
OTC
DTD: 02/01/1992
01/11/2006 107.88000 A/D
107.880000 539.40
Page 1
This report _s produced with EstateVal. a product of Estate Valuations" Pricing Syst_. Xnc. Xf you uve questions.
pl_se contact BVP Syst_s at (818) 313-6300 or www.eYpsys.com. (Revision 7.0.3)
II
Dlt. of Death: 01/11/2006
Valuation Dat.i: 01/11/2006
proce.sing Dat~: 02/08/2006
Estat. of. Sylvia Kauffman T//A
Report Type: Dat. of D..th
Humb~ of S.curiti.s: 47
Fil. XD: kauffman
Share.
or Par
Security
Description
High/Ask
Low/Bid
K8an and/or Div aDd Xllt Security
Adjust:lllent& Accruah Valu.
13)
U)
15)
16)
17)
18)
19)
20)
21)
22)
23)
24)
Page 2
This report - produced with Bst.teVal, a product of Bstat. Valuations" Pricing Syst_, :ruc. Xf you have questions,
pl.... contact BVP Syst_ at (818) 313-6300 or www.evpsy..com. (Revi.ion 7.0.3)
Date of Death: 01/11/2006 Bstate of: Sylvia Kauffman T//A
, I
, Va!uation Date~ 01/11/2006
Proc.ssing Dat~: 02/08/2006
Shares
or par
Security
De.cription
Low/Bid
Report Type: Date of Death
Humber of Securities: 47
Fil. :m: kauffman
Mean and/or Div and Znt Security
Adjustments Accruals Value
High/Ask
82.680000
1,653.60
25)
2000 UNITED S'l'ATBS SVG BD SD BE (912540HC8)
0'l'C
DTD: 03/01/1994
01/11/2006
82.68000 A/B
81. 000000
3,240.00
26)
4000 UNITED ST1TBS SVG BD SD BE (912540BB7)
0'l'C
DTD: 08/01/1994
01/11/2006
81.00000 A/B
74.640000
2,985.60
27)
4ClOO UNITED S'l'ATBS SVG BD DR BE (91254C)BX2)
OTC
DTD: 10/01/1995
01/11/2006
74.64000 A/B
71.000000
710.00
28)
1000 UNITED STATBS sva BD sn BB (912540JJ1)
0'l'C
DTD: 09/01/1996
01/11/2006
71. 00000 A/B
117.160000
2,343.20
29)
2~1l0 mtiTED &'rATBS SWs BD SD. :r (91.2556BS5)
Financial Times Interactive Data
DTD: 01/01/2002 Kat: 01/01/2032 O~
01/06/2006
01/13/2006
117.16000 ickt
117.16000 IIkt
115.560000
2,311.20
30)
2000 UNITED STATES Svas Be DR I (912556BV8)
Financial Time. Interactive Data
DTD: 04/01/2002 Mat: 04/01/2032 O~
01/06/2006
01/13/2006
115.56000 Mkt
115.56000 ickt
7.990000
3,798.86
31)
475.~52 AMBRIOH CBNTY ~ pORTFOLIOS (025076209)
BQtJn'Y INC INS
Mutual J'uDd (as quoted by NASDAQ)
01/11/2006
7.99000 Mkt
18.750000
1,918.76
32)
102.~34 BR:I:DGBNAY PD INe (108747403)
I ULTRA SIlL Iir.r
: Mutual J'uDd (as quoted by HASDAQ)
I 01/11/2006
70'~,37 LOONJ:S SAYLES PDS :r (543495816)
SIlL CP VAL INS
Mutual J'uDd (as quoted by NASDAQ)
01/11/2006
26.370PC) Mkt
26.370000
1,867.97
18.75000 Mkt
33)
34)
1~83.2~8 KTB GROUP FDS (55376T882)
I BQ DmBX I .I
I Mutual J'uDd (a. quoted by NASDAQ)
I 01/11/2006
I
2019.6~9 KTB GROUP PDS (55376T692)
, LCP S'1'1t I I
Mutual J'uDd (a. quoted by NASDAQ)
01/11/2006
8.58000 IIkt
10.750000
18,095.24
10.75000 IIkt
35)
36)
2.9.' 4 KTB GROUP PDS (55376T510)
KID CP GRW I I
Mutual J'uDd (a. quoted by NASDAQ)
01/11/2006
15.71000 IIkt
8.580000
17,328.85
15.710000
4,549.68
Page 3
Thi. report --t produced with EstateVal, a product of B.tat. Valuations" Pricing Systems, :rne. If you have que.tions,
pl.... contact BVP Sy.tems at (818) 313-6300 or www.evpsys.com. (Revi.ion 7.0.3)
Data of Death: 01/11/2006 Bstate of: Sylvia Kauffman T//A
Valuation Date: 01/11/2006 Report Type: Date of Death
II
· . P~e..ing Dat.. 02/08/2006
45)
46)
47)
Share.
or Par
Security
De.cription
37)
335.877 HTB GROUP Pns (55376T379)
MOL CP GRW J: :r
Mutual FuDd (a. quoted by NASDAQ)
01/11/2006
38)
148.632 HTB GROUP PnS (55376T114)
SMCP ST mST :r
Mutual FuDd Cas quoted by NASDAQ)
01/11/2006
39)
109.555 TBOKPSON PLuMB PDS J:HC (88489130~)
GROWl'R PD
Mutual FuDd (&8 quoted by NASDAQ)
01/11/2006
40-)
359.788 ~ :rHDEX PDS (922908405)
VALtJB PTPL
Mutual FuDd (a. quoted by NASDAQ)
01/11/2006
41)
187.576 HARBOR PD (411511306)
J:NTL FD J:NSTL
Mutual PUnd Ca. 'quoted by NASDAQ)
01/11/2006
42)
3242.085 HTB GROUP PDS (55376T858)
DlCOllB J: :r
Mutual PUnd Ca. quoted by NASDAQ)
01/11/2006
43)
3182.~99 HTB GROUP PDS (55376T817)
DITRJ( BD J: J:
Mutual Pund (a. quoted by NASDAQ)
01/11/2006
Accrued :rntere.t
44)
1667.8 HTB GROUP Pns (55376T221)
SUR DtJR GV' :r J:
Mutual FuDd (a. quoted by NASDAQ)
01/11/2006
Accrued J:ntere.t
1624.365 MTB GROUP r.Ds (55376T189)
STlIII CORP BD :r :r
MUtual Fund (as quoted by NASDAQ)
01/11/2006
Accrued :rntere.t
3375.135 MTB GROUP FDS (55376V705)
USGVBDIJ:
Mutual FuDd (&8 quoted by NASDAQ)
01/11/2006
Accrued :mtere'.t
5 J:NVJ:STORS IItDf PA tJNl:T TR (461656209)
tJT 2ND sn
Miscel1aneou.
01/11/2006
Carryover ~ daily intere.t:
Total Value.
Total Accrual. I
Total: :$289.579.27
Hi.gh/A.k
Number of Securitie.: 47
Pile :rD: kauffman
Low/Bid
Mean and/or Div and:mt Security
Adju.tments Accruals Value
16.56000 Mkt
9.32000 MItt
46.22000 Jlkt
23.11000 Mkt
52.08000 Mkt
9.75000 MItt
9.83000 Mkt
9.54000 Mkt
9.75000 Mkt
9.30000 Mkt
170.64000 A/B
16.560000
9.320000
46.220000
23.110000
52.080000
9.750000
9.830000
9.540000
9.750000
9.300000
170.640000
35.63
19.30
$160.20
36.58
15.89
14.76
5.562.12
1.385.25
5.063.63
8.314.70
9.768.96
31.610.33
31.282.00
15.910.81
15.837.56
31.394.34
853.20
$289.419.07
---IT
..
, \
Page 4
Thi. report .s produced with ..tateVal, a product of .state Valuations Ii Pricing Sy.t.... Inc. If you have question.,
plea.. contact BVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.3)
Desc. (1) 25 WILSON STREET
(2 )
Property Desc. (1)
(2) LOT 227 & PO 228 PB 1 PG 61
'.- (3) Residential Building
Preferred Land Val
"-,~_L-;. Land Vol
:":,~~..:-'Iinprovement val
:-;~~d ~~t~. :Mineral Val
F12=Cancel :F10"",Sales FS"",Taxes
G:~:.' 8.r.~ :: c,-
II
Cntl Number
MaR,Nl.J.mber
Old,Ref
4 732
04-21-0322-051
04000732
KAUFFMAN, SYLVIA S
& SHARON B MILLER
25 WILSON STREET
CARLISLE PA 17013
SITUS:
34800
74310
c-':t"o.L ::e
i\:c~;:it~~f~.:..
C' " -1 'f .,j
....;..... )......
;...;.,,,, ~.~
.. ~.. ....... ..:....
1._;':.:.1
~:::'?-r...'_'c- -~
:f.}.:2 ;-~ ~:~:, '
;"1 ..._...
.:) ,c, ,:.
~~',-~~-i r i
,_)".. _~. I
~ ~'.' ':; ;
,~ _. ',.
~~T _~(_ _~ .:.". ':",:: ,;
~..~ .~'." -:; ;'-: '-- -,
;1." -".'.,
~ DO 'd
8~ll 096 LlL 'ON XV.:l
Public Inquiry
Total Value
109110
Acreage
CARLISLE BOROUGH
CARLISLE AREA S.D.
Land Use Code
Consideration
Sale Date
Deed BkjPg
Taxable/Exmpt
Clean&Green?
Sqft
Bldg Area
Gross Area
Dimension6
Year Built
Initial Struct
Mobile Home Code
Mobile Home Park
Mobile Home Mfg.
Mobile Home Year
Mobile Home Unit
Jll 'lld
.140
R
1
12/16/2005
00272 01832
TAXABLE
952
50 120
1961
~d 6v:80 3nl 900~-l8-1JO
'W
4? Z,5 2- YOtd'rj
<',
'r.--,
.' .
r~(:~:~-;~~. "' :;""r:,; r:;J
. . ..... h.'. ...... ~'", I \
;':' E CO F.~ Lt C 1<: C' r-~ [J: [.E. G
i" I : . , .", ,- -, I \ i' r
'..' '- :.; b L h _ h ; ; J CD U :.~ T'; - P J\
ZOD5 DEO 16 ArJ 9 ~9
MADE THE
DEED
/"";)'1" H
J .... day of b-<-. . ,in the year of our Lord Two Thousand Five
(2005)
BETWEEN SYLVIA S. KAUFFMAN, single person, of Cumberland County,
Pennsylvania, hereinafter
and
( Grantor)
SYLVIA S. KAUFFMAN AND SHARON B. MILLER, Sisters, single persons, of
Cumberland County, Pennsylvania, hereinafter . ...-........ ....
(Grantees)
WITNESSETH, that in consideration of One Dollar and 00/100 ($1.00) in hand paid,
the receipt whereof is hereby acknowledged, the said grantor do hereby grant
and convey to the said grantees, as joint tenants with the right of survivorship.
ALL the following described lot of ground lying and being situate in the Borough
of Carlisle, Cumberland County, Pennsylvania, Mooreland Addition to Carlisle,
bounde(jj, limited and described as follows:
BEGINNING at a point on the Eastern building line of Wilson Street, said point
being atithe Northern line of lot of ground now or formerly of William N.
Alexand~r, and said point being also 10 feet South of the Northern line of Lot No.
228; thence North along the line of said Wilson Street, a distance of 50 feet to a
point being the SoUthern line of a 16-foot alley; thence in an Easterly direction .
---.-alongfh6 line of-said alley, a distanceof-120feet-to-a -poinL-being the ... . '.
intersectIon of the Southern line of the alley aforesaid with the Western line of a
16-foot qlley running North and South; thence South along the Western line of the
latter aHey a distance of 50 feet to the Northern line of lot now or formerly of
William t1J. Alexander; thence West along the Alexander line 120 feet to the place
of BEGINJINING.
I
BEING 1i. feet frontage and depth from the Northern pari of Lot No. 228 and the
entire fr. ntage and depth of Lot No. 227; the lot hereby convey.ed having thus a
fro ontage of 50 feet on Wilson Street and a uniform depth of 120 feet to the 16-foot
. alley af . resaid. These lot numbers are according to the Plan of Mooreland Land
Compa~y as. the same is recorded in the Recorder's Office of Cumberland
County, Fennsylvania, in Plan Book 1, Page 61. This conveyance is being made
subject tb the plan of restrictions as attached to and rnade a part of said
, I
recorde(jj Plan.
BEING improved with a brick dwelling known as No. 25 Wilson street, Carlisle,
Pennsylvania 17013.
800K 272 PAGEi832
II
T-,' ·
BEING the same premises which John L. Burkholder and Jo Ann E. Burkholder,
husbonoand wife, by Deed dated Septemb.er2, 1986 which Deed isrecordedin
the Office of-fhe Recorder of Deeds in and for Cumberland County in Deed Book
32-0, Page 901, granted and conveyed to Sylvia S. Kauffman, Grantor herein.
This is a conveyance between sisters and therefore exempt from Pennsylvania
Realty Transfer Tax.
AND the said Grantor hereby covenants and agrees that she Will warrant
specially the property hereby conveyed.
BJfoK 272 PAGE18~3
II
,- /",--.,' .
-~ . .<'''
IN: WITNESS WHEREOF, said grantor has hereunto set her hand and seal the
day and year above written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
hL~~
: 0~~S,~~~
: Sylvid S. Kauffman /
:COMMONWEALTH OF PENNSYLVANIA:
'COUNTY! OF CUMBERLAND : ss
On this, the 13 TH day of ~'-"> 200r befor(3 me, th.~lJoq~r?i,gn.~(:.L,
'officer personally appeared Sylvia S. Kauffman, known to me (or satisfactorily
proven), ~o be the person whose name is subscribed to the within instrument, and
acknowl!edged that she executed the same for the purposes therein contained.
In Witness Whereof, I have hereunto .set my hand and official seal.
~~
NOTARIAL SEAL . ? , .~
GEO~ E F. DOUGLAS. Dr. NOTARY PUBLIC . (S EAL)
CARL SLE BORO. CUMBERLAND COUNlY TItle of Officer . ,
MY MMfSSION EXPIRES JUNE 26,2007
I do hereby certify that the precise residenc
address of the within named grantee is 7-S" /
/
//
/ Ro- ert C. Saidis, Esq.
L Attorney for Grantee
DATED:
December 13, 2005
complete post_ offic~ 'ft 11
~/~/r~..
I q"b,13
I Certify this to be recorded
In Cumberland County PA
Recorder 0 f Deed.~
ipli 272 PAr;Ei834
.' .
- II
February 9,2006
TO: Law Offices of
Saidis. Flower & Lindsay
21 09 Market St.
Camp Hill, PA 17011
FROM: Todd L. MiUer
Cust. Service Specialist
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Sylvia S. Kauffman
DATE OF DEATH: January 11, 2006
. IT IS HEREBY CERTI
FOLILOWING ACCOUNTS W
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
706002163 Sylvia S. Kauffman 11/28/05 $2,000.87 $0.33
Sharon B. Miller
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
II
\~'t
r:g.M&fBank
"1 .' .
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
February 10, 2006
Law Offices
Saidis, Flower & Lindsay
2109 Market Street
Camp Hill, Pennsylvania 17011
Re: Estate ot Srlvia S Kauffman
Social Securitv: 204-30-8635
Date of Death: Januarv 11. 2006
Dear Sir or Madam:
Per your inquiry dated February 03, 2006, please be advised that at the time of death, the above-named decedent had on
depor this bank the following:
1. Type of Account Checking Account
Account Number
90028163
Ownership (Names oj)
Sylvia S Kauffman '"
'i'*!
Openi,!g Date
OS/28/89 Closed 02/03/06
Balance on Date of Death
$6,001.22
$ 0.33
Accrued Interest
I Total
/
2. . Type of Account
---------------------------------------------
$6,001.55
Savings Account
Account Number
Ownership (Names oj)
015004208579085
~
Sylvia S Kauffman '"
OS/21/90 Closed 02/03/06
Opening Date
Balance on Date of Death
$4,294.51
$ 0.65
- $~2951lf-----------------------------------
Accrued Interest
Total
--------------------------------------------
-- II
~"IMI\. L't. LVVU I V. JUMIYI
.' .
..
IRA CERTIFICATES OF DEPOSIT:
~untNumberlSuffix
Date Aecount Established
Principal Balance at Date of Death
Accrueti Interest to Date of Death
Total F1fincipal and Accrued Interest
Date oflOeath & Current Interest Rate
Maturi(y Date
Name ~f BeneficIary
rtFICATES OF DEPOSIT:
Number/Suffix
count Established
I Balance at Date of Death
Interest to Date of Death
Total incipal and Accrued Interest
Date 0 Death & Current Interest Rate
Maturi Date
Name f Beneficiary
TIFICATES OF DEPOSIT:
Accou NumberlSuffix
Date ~count Established
Princip r Balance at Date of Death
Accru Interest to Date of Death
Total .ncipal and Accrued Interest
Date ~ ,Death & Current Interest Rate
Maturit}f Date
Name W Beneficiary
IRA C TIFICATES OF DEPOSIT;
Accou NumberlSuffix
Date A unt Established
Princip I Balance at Date of Death
Accrue Interest to Date of Death
Total P 'ncipal and Accrue<t Interest
Date 0 eath Interest Rate
Curren !Interest Rate
Maturit~ Date
Name ~f Beneficiary
I'
1~
MEMBERS 1st
PIID.BRJU.Cl.EDIT UNION
83837 -15
03/1811997
$11,451.79
$7.75
$11,459.54
2.47%
03/16/2007
M&T Trust COrTlpany*
83837 ~17
03/18/1997
$5,866.98
$3.58
$5,870.56
2.23%
09/11/2007
M& T Trust Company*
83837 -19
11/1211998
$1,367.13
$.87
$1.368.00
2.33%
05/10/2006
M& T Trust Company"
83837 -21
01/02/2001
$2,510.75
$2.74
$2,513.49
2.33%
3-98%
06/3012008
M& T Trust Company*
!lV. J IL
';~. HJt(;;5tH.\W~~.
II': ,...'~ ..~:l ~- I
I;il .
~ [11\1< 2 3) tUUb ;. I
~'(:_---------~-.-------
83837-16
03/18/1997
$3,051.17
$1.86
$3,053.03
2.23%
09/1112007
M& T Trust Company.
83837 -18
03/1811997
$11,056.78
$11.18
$11,067.96
3.69%
03/15/2009
M& T Trust Company*
83837 -.20
02123/1999
$2,639.71
$1.69
$2,641.40
2.33%
08/21/2006
M&T Trust CompanY-
83837 ~22
04117/2002
$580.57
$.55
$581.12
3.45%
3.45%
04/1512008
M&T Trust Compan~
5000 Louise Drive . P.O. Box 40 · Mec:hanicsburg, Pennsylvania 17055 . (717) 697-1161 . wwvv.members1st_org
-TT
.)VIM 1\. L't. 1 V V U I V . J I MIYI
!tv. .I IL
.' .
.,.
IRA CERTIFICATES OF DEPOSIT;
AooountNumbedS~
Date ACcount Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total ~rincipal and Accrued Interest
Date of Death & Current Interest Rate
Maturity Date
Name9f Beneficiary
83837 ~23
12128/2003
$2,124.05
$1.72
$2,125.77
2.96%
06/19/2006
M& T Trust Company.
83837 -24
08/1512004
$1,564.20
$1.00
$1,565.20
2.33%
09/1312006
M& T Trust Company.
· MiJnufacturers and lraders Trust Company, Irusl88 under agreement dated 2114103 with Sylvia Kauffman
~B:RS 1AE~DCREDIT UNION
~tU( ?/ d;.
, enise A. Wolfe
Insurance Services Supervisor
March 21, 2006
I
Estate~'f: SYLVIAS. KAUFFMAN
Date 0 I eath: January 11, 2006
Social. ecurity Number: 204.30-8635
II -1--
.' "
'}
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE dF DEATH:
Sylvia S Kauffinan
204-30-8635
January 11,2006
Account #: 2895398887 Type:
In the name of: Sylvia S Kauffman
Date of Death Balance:
Int.(VTD) from 1/1/2006 to
Accrued interest to date of death:
Oth.t Info:
CD
Open date: 5/8/1998
$1,373.80
1/11/2006
$1.03
$0.00
Account W: 2895405781 Type:
In the nJ~e of: Sylvia S Kauffman
Date, of Death Balance:
Int.fjYrD) from to
Acc.-ped interest to date of death:
Oth~t Info: closed 11/30/05 for $2,841.66
CD
Open date: 10/4/1999
$0.00
! I
Account #: 2895416317 Type:
In the na~e of: Sylvia S Kauffman
DatJ lof Death Balance:
Int.(!fTD) from to
AccrJ11ed interest to date of death:
Othe~ Info: closed 11/30/05 for $1,561.82
CD
Open date: 7/24/1997
$0.00
Page 1 of 1
.' ,
SAIDIS
SHUFF, FWWER
& LINDSAY
ATI1JIlNEYSaAT-LAW
26 W. High Street
Carlisle, P A
i (-,f-
"7
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LAST WILL AND TESTAMENT
OF
SYLVIA S. KAUFFMAN
I, Sylvia S. Kauffman, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking all other Wills
and Codicils heretofore made by me.
FIRST
I direct the payment of my just debts and expenses of my las
illness and funeral from my estate as soon after my death a
conveniently may be done.
I direct my body be interred in th
Presbyterian Cemetery, Mifflintown, Pennsylvania.
Further, I authorize my personal representative to expen
funds from my estate, in such amount as my personal representativ
shall consider necessary and desirable for the purchase" erectio
and inscription of a suitable marker for my grave.
SECOND
A. I give and bequeath the sum of one thousand
($1,000.00) dollars to my nephew, Adam J. ~11er, and the sum of
one thousand ($1,000.00) dollars to my niece, Abigail M.C.
Miller.
B. I give, devise and bequeath all the rest, residue and
remainder of my estate to my beloved sister, Sharon B. Miller.
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SAIDIS
SHUFF, FLOWER
& LINDSAY
ATl'OIlNEYSeATeLAW
26 W. Wgh Street
Carlisle, P A
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THIRD
During the lifetime of my sister, Sharon B. ~ller, Trustee
shall:
A. Pay and distribute to her or for her benefit, the
entire net income therefrom, which payments shall be
made not less frequently than quarterly; and
B. My sister shall have the right to withdraw annually
the greater of $5,000 or five (5%) percent of the
principal of this trust valued at the end of the
calendar year in which the withdrawal is made. The
right of withdrawal shall be exercised only in writing
and delivered to the Trustee during the lifetime of my
sister, and the right of withdrawal shall be non-
cumulative; and
c. Trustee shall, fr6m time to time, pay to my sister,
Sharon B. ~ller, or shall apply directly for her
benefit, as much of the principal of the trust as
Trustee may consider desirable for her health,
maintenance and support the manner of living of which
she is accustomed, after taking into consideration all
of her other readily available assets and income from
all sources; and
D.
On the death of my sister, Sharon B. ~ller, fifty
(50%) percent to Bosler Memorial Library and fifty
(50%) percent to WITF, Inc.
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SAlOIS
SHUFF, FLOWER
& LINDSAY
A'fI'ORNEYs-ANAW
26 w. mgh Street
Carlisle, P A
5~V-
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FOURTH
In the event my sister, Sharon B. ~ller, fails to survive
me by 60 days, I hereby give, devise and bequeath all the rest,
residue and remainder of my estate as follows:
A. Fifty (50%) percent to the Bosler Memorial Library;
and
B. Fifty (50%) percent to WITF, Inc.
FIFTH
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or,
otherwise shall be paid out of the principal of my residuary
estate.
SIXTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in their
absolute discretion:
A. To retain in the form r~ceived, or to sell either at
public or private sale any real or personal property;
B. To exercise any options to subscribe for stocks,
bonds, or other investments;
C. To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
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D. To sell, transfer, convey, mortgage, pledge, lease
or exchange any property, real or personal, which at any
SAIDIS
SHUFF, FLOWER
& LINDSAY
ATI'ORNE\'S"AT-LAW
26 W. HiKh Street
Carlisle, P A
tjJ~
time may form part of my estate, for the paYment of debts
or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
personal representative, in their sole discretion, may deem
wise, and to execute and deliver deeds of conveyance or
transfer thereof;
E. To make settlements and compromises on such terms as
my personal representative in their sole discretion may
deem wise without the necessity of obtaining any court
approval thereof;
F. To make distribution hereunder either in cash or
kind, as my personal representative in their discretion may
deem wise.
SEVENTH
I do hereby nominate, constitute and appoint my sister,
Sharon B. ~11er, to act as Executrix of this my Last Will and
Testament. Provided, however, that if Sharon B. ~ller is
unwilling or unable to act as Executrix, I direct the duties of
Executor to be performed by Manufacturers and Traders Trust
Company.
EIGHTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
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SAIDIS
SHUFF, FLOWER
& LINDSAY
ATJ'ORNEYSeATeLAW
26 W. mgh Street
Carlisle, P A
..~
I
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required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I, Sylvia S. Kauffman, have hereunto
set my hand and seal to this my Last Will and Testament,
consisting of four typewritten pages, the first three of which
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bear my signature in the margin for identification, this
day of {\o..u>~~ ,2005:
0~' tlo-"1~h~~
S v~a S. Kauffman
Signed, sealed, published and declared by the above-named
Sylvia S. Kauffman, Testatrix, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix and of each other.
~~/~AAY'
ADDRESS 26 West High Street
Carlisle, PA 17013
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ADDRES S 26 West High Street
Carlisle, PA 17013
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SAIDIS
SHUFF, FWWER
& LINDSAY
ATJ'OKNEYSoAT-LAW
16 W. ligh Street
Carlisle, P A
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COMMONWEALTH OF PENNSYLVANIA
COUNTY
OF
CUMBERLAND
We, Sylvia S. Kauffman,
Susan Spero
and
Phyllis McCoy
, the Testatrix and witnesses,
respectively whose names are signed to the foregoing or attached
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed
willingly and that executed as her free and voluntary act for
the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testatrix signed the Will as
witnesses and that to the best of their knowledge the Testatrix
was at the time eighteen (18) or more years of age, of sound
mind and under no constraint or undue influence.
S~5, k~"",,--
S lvia S. KauD man
~4,A~
sUsan Spero ,Witness
~ 243 (]
Phyl' McCoy " W~ss
Subscribed, sworn to and acknowledged before me by Sylvia
S. Kauffman, the Testatrix, and subscribed to and sworn or
affirmed to before me by Susan Spero and
Phyllis McCoy , witnesses, this 13 rl!.day of I>> .-f"~"""""
2 0 0 5 . .~ _ _ -. _ /". P _ -Ti7'
IIOTAIlIAL SEAL ~ ~ ;:;>
GEORGE F. DOUGLAS, m. NOTARY PUBLIC Notarv Public
CARLISLE BORO. CUMBERLAND COUNlY NOTARIAL SEAl
MY COMMISSION EXPiRES JUNE ~1.?007 GEORGE F. DOUGLAS, Dr, NOTA'" PUBLIC
CARLISLE BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 26,2007
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