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HomeMy WebLinkAbout80-00123 Ne.21-SO . ' ~'IICl.teof J;~ C:alED1I:"S2nWEEL . CAltL3:l3:r.E, ..snsnVArlIA GltORGE B.FJ:r:.UllR ,A'I"lY. ISlilc No. 21-8,0, ,-~ "1 ;_.11...) PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of CR E-E]mv .s: k'R.. V&SIC- , deceased, Harold B. McLane, Deputy Ta n;I..oI,al d C. AReJerSSA, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvonio. ~ Petjtjoner(s) ore the execut.~S nomed in the Last Will and Testament ~f ,_ C/2.El5-D INS k R.. () 6-fi-fL. , dated 11113 y q, / '/ 7 tf ,AWD CD~{C/L- '( HeR-E:/r) Dk'Te.1> cc_{oli~g3-:7qrr / Uecedent was a citizen at !fie United States and 0 resident of -+eWflship Borough, Cumberlond County, Commonwealth C/t-fl. LIS L E- of Pennsylvania, Decedent djed on 'TeJE$7>11- Y the I q iif day of Ft=8'i2-r/JJ-/2.. V A. D, 19 ~o , jn the County of CUM/3elUA-N]) PeNN5YLv!JNIIt at the age offb yeors. -hers- -.L"u5 he r Decedent has not been married and has not had children born to him since the execution of the above described Will. /ft.fD CaDI CI L- Decedent was possessed of personal property to the volue of UIVP-STIMk'/E.:J} and of reol estate to the value of , State of utJEST/ Ivl ~ '/"e j) as neor os con be ascertoined; said real CIHZ.-L1SLE-, PA. estate situated as follows apply Therefore, your petitioner(s) respectfully applies for the probote of the said Last Will and Testoment and for Letters Testomentary thereon. Dated Pe/3f4t~'! d-;J- I Iq~o ~_~ (7~ Nome and add res ~ M M lEe EOfl.~, of Petitioner(s) -:lt~~ - 'A t'IEYJ ..J , G-e.o 103q AJMIN WE Sf sr;;. C!H2-f-I'SLE I P", ;)di3 COMMONWEALTH OF PENNSYL V AN IA } ss COUNTY OF CUMBERLAND Si,+lM (c C. 6-c:.o/2.c-;;' A-N'b NA-/Vc.Y:J, 6-t=-cJe6? named in above application, being duly soy(s) that the statements set forth bes t of V7'f15..1/<.. SW,lR.../,<, me pes, 2-'2- 19 ~f:g~\ffft6i'f Deputy niCRSreJ C. AReJe;r3~, Register ..5C<h' AN according to law in this petition are true to the gSifJ Filed; February 25, 1980 , ~/-..Fo -1'<-3 1/-,s--..3 Attorney: 6ecJ7e.6E .J}. r;4-LL.E..R- " . . LAST WILL I, CREEDIN S. KRUGER, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I bequeath to the Carlisle Civic Club and the Carlisle Garden Club each a Dorothy W. Kruger Memorial Membership, pro- vided however, that this paragraph of my Will shall take effect only in the event similar memberships have not bean established under the Will of my wife, Dorothy W. Kruger. II. I give and bequeath to my sister-in-law, Anna Mae Wilson, the sum of $5000.00, prOVided however, that this para- graph shall be effective only in the event a similar provision has not been effective pursuant to the Will of my wife, Dorothy W. Kruger. III. I devise and bequeath all of the residue of my estate, of whatever nature or wherever situated, to the following in the amounts shown: (1) St. Paul's Lutheran Church, Carlisle, Pennsylvania, twenty-five (25) per cent; (2) The Mt. Holly Springs Methodist Church, fifteen (15) per cent; (3) Dickinson COllege, Carlisle, Pennsylvania, twenty- five (25) per cent; (4) Young Men's Christian Association, Carlisle, Penn- sylvania, twenty-five (25 ) (5) American Cancer SOCiety, ten (10) per cent. The foregoing bequests are given in dedication of the glory of God in the memory of the parents of my wife and myself. IV. I appoint Jimmie C. George and Nancy J. George to be executors of this my Last Will. In the event both fail to qualify or cease to act, then I appoint Dauphin Deposit Bank and Trust Company to be executor. I direct that ny executor need not file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will, this Cjct:day Of'~ 1978. , (P/U~/_ /{. fr/;t..u~~)/' 4(-;.0 . L, '. -. .', '. " The preceding instrument, consisting of this one page and one other page, was on the date thereof signed, published and declared by Creedin S. Kruger to be his Last Will, in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. ) J', ./ / /': L. ' "".//,,/ /(.,(.-'~ ,/ ' . '7 ~/'''r../f) '~.k( jJ /, ~- , STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND , . . . S5 We, Creedin 5. Kruger, Frances H. Del Duca and George B. Faller, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of his knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue 'J. ~' .// ,);' ;j! A.-'''Utu. ~.; ::;:tL~,-] .,/1.1,.;:-, ::J............ LJ. ./ Wi tness ----' influence. ~-,A Testat'or SUBSCRIBED, sworn to and acknowledged before me by Creedin S. Kruger, the testator, and subscribed and sworn to before me b:.;: Frances II. Del Duca and George B. Faller, witnesses, this 'J-? day 7:ru;!1'l'" of , 1978. SHmt~ ?, CleVE::GER M, Commiui;ln t~p;U..s M.:.nh I. 1980 (ottilie. P.. Cu,l~clland (OU01Y .1Fl . '. } I' .. CODICIL I, Cr:;C;DI:; S. ,GWG'::l, of Carlisle, CU!;1bC'rland COUllty, ~ennsylvania, declare this to be a Codicil to ny Last Jill dated Hay D, 1978. I hereby revoke .~raGra~h II of said Last :Ull in its en- tirety inasmuch as I have taken care of this item durin~ my life- time. this 1;1 WI'l':;;::;;S ;":;;U':OF, I have hereullto set my Codicil this 7/l-i day of October, 1978. hand and seal to ) l;'L'<<-.?/1.~ , /' ) , / '&':/"7 1 ~ .,,...l J C/.- ",,}-1J...:;..:..u,) C,J The vreceding instrument, was on the date thereof signed, published and declared by Creedin S. ~rucer to be a Codicil to his Last ~ill, in the vresence of us, whn at his request, in his presence and in the Jresence of each other, have subscribed our names as witnesses hereto. ,;) ~'/<2 " ~/ 7..t! . .'-<-.f"'.../ ~],-;1:L('<'~ -....-------" ...., 1/ /::- 1'b-1...tn...l(",-'1 ) / '. ,', ~ '/~-? II I v-C-'(.'(..'C""'" STATZ OF l'Z;mSYLV,\XL, 58 cmJ::TY OF CUlIB)':RLAIID ','Ie, Creedin S. l:ruger, Frances .1. Del Duca and George D. Faller, the testator and wi trlesses , respectively, whose nar,es are signed to the attached or foregoing instrument, bein~ first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as a Codicil to his Last Sill and that he had si~ned willingly, and that he executed it as his free and voluntary act for the ,mrJoses therein cx- i1ressed, and that each of the wi tnesses, ill the jlresence and hearing of the testator, siGlled the Codicil as witness and that to the best of his knowledge the testator was at that time eiahteen years of age or older, of sound mind and under no constraint or AI C''''' I.(."'-:',G . . , - ,~ , undue influence. "'(7 " ~~/ -; J;/2Vr~r-Cflcu,,,{(;2~~,, Testator / ' (I ,';.f tness ,0 ( , <') . LI, /-;"l( c/1..-C~ C-"! ,j {"cD ~ ','I'i tIlCSSV' ../ SU~SCRl~BD, sworn to und acknowledged beforc ne by Crecdin S. Kruger, the testator, und subscribed and sworn to before me by Frances H. Del Duca ancl George 3. Faller, witnesses, this 3rcl day of October, lD78. I 'u" / ,- '/1.1 1 . r' 11./ ~ / y:.{,1 1"11. ..;(I~"'I_fL ;;otaryf'ublic / (I c.,"".R SI'I"lEY?' ,,-' L" I_ . .. ["pile\ M~l~\l L \IHl0 Mv Ccmmia;iln (u~,~~clldn!.l (our "I 'a.lli~'~. P.J. ...P') {-5,~v:r,:4..J , '~, " ,I.' ',',': :.X' .' t '\. ,:,:,..,,' '.,/ .."""~ .,~.! ~ ": I,; ',; ',':1 :,"; " '('" ,I- "if; i',,' ".'.' ..;".-, '.,' c, .,., :"~" .-", 'Cl g ei 0:<3 w::> jOtS oe( -"..J ~ LL.:-W'- lii: .0':< x In .:un' 'J: l;j.i W. ; z.... In U) 0: tn ""W.O ~ 0: Ol;z' o Z <~ W oe( ~, (90: lL.. 0( ,z., 0( ::; ')-, 'u) ~:~~/"'~~i::: w 0.,..":.. .a....~,' ',':. ,,' ',' ~ '.; ;:-;' t" ;*~~'L!. 'c.~"f.\(il .\:-':\,.4,iVi j~;tt~J I ~llfl:}, : '~. ,". ...,> tc; l:;,\...!i:,* '~~'1~'~'1 l,~~;f~~~~ """"A,l ,\~,~:?l,~' ~", ""'~ ?,J,~t :..(..,....~~~ ,~~:fi:it~~ 'V"',','/',;;{,~~j '. ;~r}!(??~~i ,', ..,.;lJ '/}lil , '~".; '..'~/ ;",~~~~~-~r;'i '.','- ..:l ..:l to< It: E- li) :3 . ,II) :z: ... a ~ W .J U) :r 0: 0( U ,\ ,.; ".' ..~ ". '\,,:\" . -.., .:~ '';~ '. . ~ . ,~ .. .. OATH OF SUBSCRIBING WITNESS OMMONWEALTH OF PENNSYLVANIA I ss: CO Y OF CUMBERLAND \ This.................. .......,.........................................., day of ................................................,..... ....... A,D., 19........, before me Richard , nderson, Register for the Probate of Wills and granting in and for said County of mberland, in the Commonwealth of Pennsylv IU. personally came .............. ...................................................... ......................................................... ........................................................... the subscribing witnesses to the for ing instrument of wr' ng purporting to be the last Will and Testament of .................................................... .................. .......,..,.............. Dated .....................,................... late of ....,................................................................".... ............................. Cumberland County Pa" deceased who being duly........................................... acc v, depose and say, that ......................................., present, and saw and heard the testa..... ..............,........... ..... ..................................................................... sign, seal, publish, pronounce and clare the said instrument of WI'l ' g as and for h................ Testament and Last Will. and at the ti of so doing .................................................\ of sound and disposing mind ........................, and subscribed before g, to the best of ..............................................knowled .................................................................................... .................................................................................. Richard E. Anderson, Register AFFIDAVIT OF DEATH ~OMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ,...,........" "JJ.1:1,('f!,!,~..."f~~...(i~9.r.!i:.F.:...,1:?v.p.....({1J'!.0..,y., ,.'[!,.,~~@.~......"..,...,...being duly .................~i!!.~.@;.t!.......... says that as nearly as can be ascertained the said decedent ..C.2.F;;;E(P.J.~ .,'~,~...f<.!?:.~,;g"..."..,"',.,',...... ....."........,. ,. ....."".."....",...,.,..,..,.."..",....." "" .....". .,.,..."........", ,......"died on ..,..,'[<.!.~,~A:r....................., the .............L9...!!!....day of ......F..~~~,~~r.................... A.D., 19..!?.9 at or about .......................lg..;..~A.... o'c1ock.It.,M. ...........;!!.!~!..c!.f!:.H.....................and subscribed this ;2- 2- /J..) FI5-B ' ..............................................., day of .................(...... 19, f..r?... before ~ .((/lZ ~'..,.. q;;;;;;~ L .................................................................................. :1tOJkJ{~Jrr;,.r.t'~......"....~.~.~~,~~ Kldluld E. .l"1.ud"""..,un, Register -- :.,,; 0: :", :~ 00: :", en :" .....~ :'" :0 1>:: N LL 00. r.:I: *~ t!): 0 ~~ to: <"j '" ~: ~ N; N ....J 0 ),: N . : 0 .-l ...J Ul: ~ k: , I Ill: - 0 - z: - .: ::I: 00 S H: ~ u: k: I fa~ 8: .0: .-l. .=: ril: Q): N; f;r 1><: <:) '"Cl CO ~ Ul '" 0: I . '"Cl \0: - .... ~: 0 N ~ " *i '" s .... '" '"Cl 0 '"Cl Pf '" z "' ,:: - ril '" Po. ii: DECREE Be it remembered that on the ............~,~.~~,... day of ..,............~,~,~::,~~::,'(...,..........,. A, D.. 19~.?...., there was probated and recorded the last Will and Testament of .....S,~~~.~~~...~,:,..~,~,~~~,7.,.............................. late of ...............S,~,~~.~,~,~~..........".,.."...,..,.................. Cumberland County, Pennsylvania. Deceased. Letters Testamentary . Jimmie c. George and Nancy J. George ..................... .................."...... ........ We! e granted to .... ...., ...,....., ,., ........., ,... .........................,...... ........ ................ Witness my hand and official seal the day and year aforesaid, '1}J\/!. ./J Deputy ... ~::::.""""""'" . Register. 1f:4 - .... RE~'-;;5 (I-liO) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS RECOflDEON'-' REGlo,T,-'- , ." Nnv 1 a ntp '''2. Estale of Creedin S. Kruger Dale of Dealh Feb. 19, 1980 File No,''<:l1-80-123 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: CI (RK _'" Jimmie C. George C" .u (I'HMi', ,,'1, Claimanl Nancy J. George Relalionship 10 Decedent U~ib:itors" Claimanl's Address ITEM OATE NO, 1 wr 2 " 3 " 4 " 5 " 6 " 7 3/10 8 " 9 3 15 10 " 11 " 12 3/18 13 3/21 14 3/24 15 " 16 " 17 3/27 18 4/1 19 4/17 20 4/28 21 " 22 " 23 5/8 1039 North West st.. Carlisle. Pa. 17013 NAME OF PAVEE REMARKS AMOUNT PP&L Co. Carlisle Community Ambulan e Uni ted Tel. Co. MGM Pharmacy Agway Petroleum Mas1and Associates Mount~ Jewelr - appraisal William McGrath - appraisa Hartzell's Li htln Doroth Steele Agway Petroleum Hoffman - Roth Funeral Hom Hoffman - Roth Agway Petroleum United Telephone Fin erhut - bal. due PP&L Geor e B. Faller - reimbur Richard A. Neiderer James Line 33.74 35.00 13.29 55.17 140.74 19.00 53.00 15.00 21.20 106.25 17.00 2289.00 153.00 130.23 13.29 22.76 38.86 65.00 162.00 231.79 45.00 79.55 5.75 3745.62 e cost of probate Richard A. Neiderer Petroleum Borou h of Carlisle TOTAL THIS PAGE I hereby certify thai 10 the best of my knowledge and belief the foregoing is a just and true stalemenl of debls, funeral expenses and expenses of adminislration submitled t lhe eslale as deductions for Inheritance Tax purposes, SIGNATURE OF ATTORNEV/FIDUCIARV DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN HE SUM OF S ~6~ .3ft: 13 / AT (}1I~.tJ PERCENT, RE""'~' (r.lTO) , COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Eslale of CI'AAdin S. KrulI':er Dale of Death Feb. 19, 1980 WHEN CLAIMING THE FAMI L Y EXEMPTION, COMPLETE THE FOLLOWING: Jimmie C. George Claimant NaIICY J. George Claimant's Address ITEM DATE NO, 24 5/13 25 5/23 26 6/3 27 6/5 28 6/30 29 7/9 30 7/9 31 7/25 32 " 33 8/9 34 8/26 35 9/3 36 " 37 " 3B 9/15 39 10/2 40 " 41 " .. . ".-' SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS *' File No, 21-80-123 -- - ---- -. Relalionship 10 Decedent Executors 1039 North West St., carlisle, Pa. 17013 (Continued) NAME OF PAVEE REMARKS AMOUNT K. M. Waggoner PP&L Co. Carlisle Memorial Service K. M. Waggoner PP&L Harry Donson Kenneth Waggoner PP&L Borou h of Carlisle Kenneth Wa oner PP&L Recorder of Deeds Dickinson Colle e Shirle P. Cleven er PP&L - final Kenneth Waggoner Jimmie C. and Nancy J. Geo Gear e B. Faller - attorne Estimated additional expen 62.50 6.27 46.75 51.50 6.39 25.00 63.00 4.47 5.75 36.00 4.85 800.00 5.93 :1..50 2.20 81.00 13500.00 6750.00 200.00 ge - executors' commission fee es of administration SIGNATURE OF ATTORNEY/FIDUCIARY OFFICIAL USE ONLY TOTAL THIS PAGE 21653.11 I hereby certify that 10 lhe besl of my knowledge and belief lhe foregoing is a jusl and lrue stalement of debts, funeral expenses and expenses of administration submitted to the estate as deduclions for Inherilance Tax purposes. DATE DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM DF S Jt s .3 '1 K 1 S / 1; .1-,/ AT I:r;;djd:d~ PERCENT, !) / q AA, : /Vt-t.L r:C~' ..',. ..('" /A;?tC-G I ~~// ~ ~E(t~ CCr'..4 1(, / 7/oc> (~ TE I j(J /-d.f'-tfl PENNSVLVANIA INHERITANCE TAX GENERAL INFORMATION ~ ------ 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritanc~ and Eslate Tax Act of 1961 provides that the followillg persons shall prcpare :lIId file a return: i :"[ a, The personal representative of the estate of lhe decedcnt as to plOperty ul Vie (Iecedelll.<lujllinistered hy him and such additional property which is or may be subject lu Inherllance Tax of which he/she shall havc or acquire knowledge; , i: '," b, The transferee of properly upon the transfer of whi ch Inheri lance Tax is or may be impos~d by the 1961 Statute, including a trustee of property transferred in trusl, provided that 110 sellarate returnnced be made by the transferee of properly included in the return of a pcrsonal represenlative. 2, PLACE FOR FILING The return is to be filed in duplicate with Uw Register of Wills of the county wherein the decedent resided, 3, TIME FOR FILING The return is due nine 1I10nUlS after the decedent's death, unless an extensiou fOf filing has been applied for and ~ranted by the Secretary of Revenue within Ule nine-month period. ",. , .; :-. . ' ':. .:': ., .' . .: '". I: ~ 4. FAILURE TO FILE RETURN . d ,. Section 791 of the 1961 Statute provides that". , ,any persolLwho willfully lails to file a return or other report required of him. . .shall be personally liahle" ,to a penalty of'25% of theiax ullimatelyidiJlid to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amounl are recoverable by law," 5. TAX RATES Inheritance Tax is payable at the rate of 6%on transfers to lineal descendaQls, such as father..!nother, husband, wife. son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and al the rate of 15% as to all others, 6. PAVMENT OF TAX ., ~ ~ ' i. :"'l' The tax assessed on the transfer of property reported in iUr'e return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAVMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein lhe decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAV The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and in terest have been 'paid iil full: The.iaxes In'ay he sued for against any real property in the decedent's; estate or against any property belonging to a transferee I iable for the tax, 8. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with'Sectioh 793: Mti;r , 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. " REv..no EX+ (3.80) COMMONWEAL TH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "A" REAL PROPERTV (Instructions on Reverse Side) ESTATE OF Creedin S. Kruger ITEM NO. DESCRIPTION House and lot being known as 246 Glendale st., Carlisle, Pa., lot size 90'x180'. See deeds int Creedin S. Kruger and Dorothy W. Kruger l5"K"3l8 and l5"K"569. Dorothy W. Kruger predeceased. Copy of appraisal attached. Sold for "I-J. f1" 0, TOTAL THIS PAGE . ESTIMA TED MARKET VALUE 80,000.001 80,000.00 DEPARTMENT VALUATION (OFFIC!AL USE ONLY r 0 00 O. 0 () ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "A" Schedule "A" should include a detailed description 01011 real property located in Pennsylvonia and held solely by the decedent or held join tly with another individuol (s) as tenonts in common. List the decedent's percentage of ownership and the estimated market value of the decedent's interest. (Property held as jointtenonts with the right of survivorship or tenonts by entireties should be reported on Schedule "E".) All real estate located in Pennsylvania should be described by lot and block number, street address, number 01 acres and general description of land and buildings. Also, include the book and page number in which the deed is recorded and the exact title as indicated on the deed. If the property has been sold, attach a copy 01 the settlement sheat. If the property is subject to a mortgage encumbrance, include the name of the mortgagee, dote, rate 01 interest and the outstanding balance on the date of death and attach a statement Iram the mortgagor verilying the outstanding balarice. . . Property taxes and interest on mortgages as af the date of deaih, assessments rind other encumbrances should be fisted on Schedule "F". Do not deductthein on Schedule "A". ,. , RE)/Ml51 EX+ (3.S01 COMMONWEALTH OF PENNSVL VANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of Creedin S. Kruger '*' ITEM ESTIMATED DEPARTMENT DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) 1. Dauphin DepOsit Trust Co. - cheCking acct. 52-94-1531 500.00 2. Dauphin Deposit Trust Co. - saVings acct. 06-6-0629-6 2644.59 accrued interest 23.07 3. Carlisle Building & Loan accts. 0-01-000511 with accrued into 676.59 08-00-0702 " It " 13357.59 11-00-1135 " It " 27273.29 12-00-1515 " It " 13778.35 15-00-0084 " It " 10155.89 15-00-0813 " " " 20796.05 4. Household contents sold privately at appraised prices, see attached 6644.00 5. Balance of household contents sold at pUblic sale, see attached 7138.31 6. VariOUS coins and 2 silver certificates sold for 2241.00 7. 200 shares Carlisle Corp. common 24.625 ~925. 00 8. 136 shares Dover Corp. common oS 3', S"'(,J.!i" 8.1875 5193.50 S;.2 'ftf, 6-0 9. 2589.495 United Income Fund 9.21 23849.25 10. 3499.911 shares Delaware Fund 12.61 44133.88 11. 1976 Chevrolet sold at public sale 1620.00 12. Fred Gelsinger - refund alc newspapers 22.00 13. United Tel. Co. - refund 2.04 14. Richard A. Neiderer - refund on ins. 97.00 15. Internal Revenue Service - refund 179.2 16. National Geographic - refund 6.00 17. Readers Digest - refund 10.76 TOTAL THIS PAGE ~85267.4 iNSTRUCTIONS'FOR COMPLETING SCHEDULE "B" Schedule "B" mUSl include all tangible ~nd intangible p'erso~al property oWned individually bV the decedent al the lime'of death. Property owned jointly with anolher party or parties should be listed on Schedule "E" - - Jointly Owned Properly. Intangible personal property, titled in the name of the decedent, bul pavilble .al dealh to anolher party or parties, including bUl not limited to .. p, 0: D. U. S, Savings Bonds and Tentative Trust Accounts, must be listed on Scheaule "B", 'Tangible personal property should be listed first, Examples of tangible personal properly are jewelry, wearing apparel, household goods and furnishings; booRs, painlings, automobiles, boats, ~nowmobiles, aircraft, etc, 'Inlangible personal properly includes cash.on-hand and in the bank, Slocks, dividends, bonds, mortgages, lteasury certificales; notes, together with accrued interest, salaries or wages, insurance payable to the estate or fiduciary in said capaCity, partnership interest, elc, An inleresl in any undistributed estate or income from any property held in trust under the will or agreement of another even.though localed outside of Pennsylvania at the time of death should be listed on Schedule "B". ' , 'A completed Partnership Interest Report'(REV.894) must be attached for each' partnership or joint venture, and a compleled Closely Held Corporate Stock Informalion Report (REV-893) mUSl be attached for each closely-held business interest or sole proprietorship reporled on Schedule "B", ' , , ., '. .ji~~ CAILlSLE BUllMl' All LOA. ASSOC\l'1\tl PbOD' _ Atta Codo. 1717) '.'.2'1$ OFFICES. N. MIDDLETON. MECHANICSBURG ,,'~' ~~ ==. 11 WEST HIGH STREET, CARLISLE. PENNA. 11013 July 11, 1980 George B. Faller Attorney-at-Law 10 West High Street Carlisle, Fa. 17013 Reference: Letter dated July 7, 1980 Estate of Creedin S. Kruger Dear Mr. Jo'aller: I am supplying you with the requested information of balances and accrued interest to date of death for the Estate of Creedin S. Kruger: Acct. No. Balance Accrued Interest Balance 511 $671.51 ~5.08 5676.59 08-00-0702 ~13,230.94 11126.65 1113,357.59 11-00-1135 ~26,996.32 $276.97 $27,273.29 12-00-1515 ;113,633.79 $'144.56 $13,778.35 14-00- 3925 Closed on October 18, '1979 15-00-0084 $10,000.00 11155.89 $10,155.89 15-00-0813 &20,000.00 11796.05 1120,796.05 If you have any addi tional questions concerning this matter, please feel. free to contact me. Sincer!!ly, I ; '. 'J , "/ ", I " ) ,.', ".:-,,(, ;' ../ I "J '/ , I ~ IU . / ' . " . " '. '~'I' '. I .-'/.....'. {/l.t'l Wa~da A. Borden " , Savings Department Manager ;!~ ~~ " MAN ADA HILL Auction House & Farmers Market Palmyra, Penna, Dial TE 803816 Id.st of .i.tCfilt) aypraiccd 1:,'.' ;\(/nt;X"C Dcl.vlr; Office 4'/6 E, Elm Street ~)olct to the i'amilj' 0: G.re~:Ji~: an~\. ~j0roth~,r y.t'ur:;e:c It0i~1 'Peice Dea.cons J1ench 55.UO ~~l'(J.;',1. \'I1tn ra(!io 1 C .00 iiound. t'l,~l.c ;~7.00 _ . 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MANADA HILL Auction House & Farmers Market Palmyra, Penna, Page 2 Dial TE 8.3816 Page 2 of list of items appraised by Robert Davis Sold to the falti~y of Creedin and Doroth~l Kruger Cherry Nmght stand' 75.00 Sewing cabinet 20.00 Cedar Chest 50.00 Step ladder 12.00 20 Assorted tools @2.00 40.00 Asst screwdrivers& hawneru 10.00 Refrigerator 150.00 Mirror 55.00 811aving mirror 75.00 RCA Telmvision 500.00 Top to China cupboard 250.00 2 Stickley cherry dressers @ $225.00 each 450.00 Green bedroom chair 75.00 Hanging cormer cupboard 25.00 1,1eat saw 10.00 Double globe Victorian lam~125.00 Attache Case 18.00 lillick knack shel~ 25.00 Deep Ficture F~amc 35.00 Dresden figurenc 25.00 Brass Floor lamp 35.00 ---------- Gl'and 1'otal both parocli ~>6G411. 00 Office 476 E, Elm Street /i.j "J ' ,./ .~ 1. . ., . , '. .'. ./t: l.,: ".I / C{C"2t-t-/ k ._' /J " 'Z /-;;, l' / - /L /<: ~ I ,.J ' <. ,,:,::(t-;2c, 7 ''- / 7//-L 1 ' /r:'- /' :". ; C/.,;; / D /',,1...., ( ' 01.1 TE 8.3816 Palmyra, Pa..___~J:"i1__~_ 19 eo M r. Cree.1n S. Kru~er Estate __CJlrllue_.1enM L__ .____ _._ MANADA HILL Auction House & FIII'mel'S Markel Office: 476 E. Elm'Street ., ., . ....__.... _0. _. ." ~'," ,'. ~ ',' Total Sale Co..1.don $9517.75 2379.44 Total Pay Out $?1)e.31 Sale of Auto.ollle CO_illBion Total Pay Out $2025.00 405.80 $1620.00 Total Su. Pai. To Eatate $1l75e.31 Tha~ YOUI ;/.::;; // /7 .COblt......./c...... -;6-"C^<..-'?, ROBERT R. DAVIS '" OL.D COINS C('.;..U{..I"~S r.~':'.':~r:t f".:UGHT-SOLD-APPRAISEO fSTA1~ ?U;::'h". ___ _ .___ u _. . -' - ..-----------..-.----.-- C"fRUSLE COIN SHON I . Carli.le.-Pa. 170i3 '(Ll. BUS. f'l.e"os 1!f.P!~~' ::. ~':....'~.:" fif'S; ,!II!. ~~65 . ,',-""'::.' , . . '. . Cc>l'n':> .. ~pp~i\; s~~.~. . ~ft ('~eC!t,t.Q Y\~ ~tJ"I-e B :&!; T~'T'{: I. ~CJ(~' t:lell~R. .1.~~4( .' f .... *. lei ~",l\....l\_ J~~::.~_. , .- )i-Jt.) I d, !b(J d~~ I""''; 1 ,~ ~/';). &~dll!lR_it?:{4 Pl~""( u' - .5 ~ c1dl~~ 'i d.cl p;~(~ I ... f>'c.'..!.' , c~C:lfi~"t jei4 Pl~_"..c !-/DC};:.) a "dh.,')> ?o/t:(fi'€i....( I - , Ie".!:' c.ft\II~I't 4chl Pl;~~"" / - '/2. C;/: '{)\ -.R , ~" I ""jJ5'j{v<:r~ c{c.(I~v's \;....."l~(:';. /)l\~~ - ~15-t ~1J...5~ 2e; c: ~ )ali <.~ J cC' 33-':)- -. ,('1~ It ,'l rL I C; C() .(.: ~ct' ~- I 7.5 .::'. "'c.- ~r ,,(;)." .-- . <, ~8:)~ ,,,, ~.~ ;8 ~-I 1f,50 ~-74 ~ ? ,"-s.''A2::' ~ ~l.,~L.. o-r-I-I-':" '-~.i)...:J ),lv-I.. "'\ ~ iJ)c'\.o'-t..., Cti.'-'..1,..a-(G\ C\~\..v'- ~J--f .,. .r, . ,..:,:. '...;...... OLD CalMS f:i1/\:r\.~ ;'JF:!':;j;i...-. Ijl;u:;HT - SOLO' APPRII~I$~j) !'~ 1.;':-:", ,~ CARLISLE COIN SI.IOrPE Car/islc. Pa. /7013 ~......, HtR:=:':' E. ~..I"4"'" TEL. BUS. , c.e~~8 !\,' ':.: ~ t.'. ,'.. ~l " ""5 I~J':~ t P.t~)V~""'~::- ., ..l\F -~7 - 7 ,,;yo,") !;;L-l€. ~, ~ ){f~r REV-4!52 EX+ (31'80) . . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSfER INHERITANCE TAX RESIDENT DECEDENT C din ESTATE OF ree SCHEDULE "e" TRANSFERS *' S. Kruger INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Ves," provide a description of the proper~J transferred per Schedules "A," "B," or "E," its estimated market value at dale of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to Ihe transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONLY/ 1. On October 3, 1978, decedent made a gift of $5000 to Anna Mae Wilson, sister-in-law (sister of decedent's deceased wife, Dorothy W. Kruger). Not deemed to be a material part of decedent's estate TOTAL THIS PAGE QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within lwo years of de"th, make any transfer of ,lilY material part of his estate without receiving valuable and adequate considerntion? (Answer "Yes" or "No".j No ' .". 2. Did decedent, within too years of deatll, lransler property from himself' hersell to himself/herself and another party or parlies(including a spouse) in joint ownership? (Answer "Yes" or "No".) -1iQ.... 3. II the answer 10 one 01 two above is "Yes" and the li:lIIslr;rs ale claimed to be nontaxable, provide lhe following information: a. Age 01 decedent at time of transler. b. Copy 01 death cerli ficate. c. Affidavit hy the allendin~~ physician nlllicaling Ihe slate of decedent's h~alth at time of lrnnsfer. d. All other infolluation supporlinp, nontaxabilily of Irarder. 4. Did decedent, in his/her lilelinw, m:lke any transfer of properly without receiving a valuable or adequate consideration (herelor which was to take effecl in posseSSion or enjoyment at or nHel his/Iler denlh? (Answer "Yes" or "No".) n. Wns Ihere any IJOssihi/ily Ihallhe properly Iranslerred might return to transleror or his/ber estnte or be subject to his/hel power of disposilion? (Answer "Yes" or "No".) No b. What was the liansferee's agc nl timc of decedent's deallll ' ' 5. Di d decedent 111 his !hr~1 Ii fctime mnke anltransfer. Vii lhout receiviri~ a v51uabl e;and adequate consideration'therefor under which linnsferor expressly or implleeJly reserves for his/her lile or'nny period Which does'in f'lct end before his/her death: . . . ,', '; -,' . ':: a. The possession 01 enjoymenl of or Ihe right to income from the property transferred? (Answer "Yes" or "No".) ~ b. The righllo designate the persons who shall possess or enjoy the properly transferred or income therefrom? (flnswel "Yes" or "No".) No 6. If the answer tll five h. nlXlve is "Yes," state whether the right wns reserved in decedenl alone or others. . , "I'" rl 7. Did decedent in his/hrnlifetime make a transler, the consideration lor which was transferee's promise to pay income to or for the henelil or care of Iransferor? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bBlelicial enjoyment of which was subject 10 change, because of a reserved power to ailer, nmend, or revoke, or which could rever I to decedent under terms of transler or by operatiiln 01 law? (Answer "Ye';" or "No".) No 9. If the answer to eight above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved in the decedenl alone or the decedent and others? (Answer "Yes" or "No".) . REV-453 EX+ (3-aO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of Creedin S. Kru~er BENEFICIARIES AND ADDRESSES Carlisle Civic Club Carlisle, Pa. Carlisle Garden Club Carlisle Pa. Anna Mae Wilson 244 S. Hanover st. Carlisle Pa, 17013 st. Pauls Lutheran Church Carlisle, Pa, lit. Holly lit. Holl SCHEDULE "0" BENEFICIARIES (Instructions on Reverse Side) RELATIONSHIP SURVIVED DECEDENT none es none yes sister-in-law Pa. Methodist hurch Young Men's Christian Assn. Carlisle, Pa, American Cancer Society P.O. Box 416 Hershe 17033 Pa, The above beneficiaries are living at this time except for the following: NAME None DATE OF BIRTH .~- ....~ INTEREST OF BENEFICIARY Memorial member- ship estimated at $25.00 same as above None. Was hand- led by decedent durin life 25 residue 15 of residue 25% of residue 25% of residue 10% of residue DATE OF DEATH R.EV.454 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY ..~~~ W~~. (Instructions on ReVeNif Side) Estate of Creedln s. Kruger . p , TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET 'i; DECEOENT'S VALUATION NO. VALUE N INTEREST (Official Usa Only) T None . TOTAL THIS PAGE I ~'Y1' .PI , ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, rcal and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be included, List rcal estate first, 1. Describe all real property as indicated in the instructions for Schedul'~ .., A": Describe all pe;sonal property as indicated in the instructions for Schedule "B", Include the name. address and relationship to the decedent of the co. owner (s) and the date the joint ownership was established, 2. Indicate the total market value of the jointly owned property, 3, Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. t: '"" u n .;- ~ ;... ::: z ;... 0 0 u '" " ,.;; tT1 C) n c: 0 ..., z s: Z r-' tT1 ;:0; Z ;;:l ;... 0 - P t"' Z Z tT1 ..., tT1 ..., ~ p ..., ~ tT1 P '" '" z 0 '" 0 ..., 0 ..,., ..,., ::>::i ~ ~ 0 >:j 0 >:j c=; z - ;... t"' c: '" tT1 0 Z ~ ~ ~ ~ tT1 tT1 ;... ;... ::0 ::0 . REV-484 CKt (3-aol INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-80-0123 Estate Nome Creed!n S. Kruger Dote of Death 2-19-60 Social Security Number 174 05 ~567 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Apprais.r in and for the County of Cumbcr1a~r1 Pennsylyania, do respectfully report that I haye appraised the real and personal property as reported in t e foregoing r.turn at the values let forth opposite each item in the last column to the right in Schedules "Au, "B", "C", and liEU Dated: January 22, 1981 ~f'uu'. Jf!'r"lIfJ t/ ) INHERITANCE TAX APPRAISER INVENTORY YALUE AS APPRAISEO COOE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE TOTAL GROSS ASSETS 80,000 0 00+ 185,318 4 10+ -0- 21H -0- 30+ 265,318 ,I, 92+ Real Properly (Schedule A) $ Por.onal Property (Schedult! B) Jolnt.Held Property (Schedule E) Transfer. (Schedule C) Len D.bt. and Deduction. (SCHEDULE F) CLEAR VALUE OF ESTATE 40- 93- Valuation of life e.tates or annultl... . . . . . . . . . . . . . RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ $ $ $ I 6% Tax on $ 15% Tax on $ Tax on $ ,Tax on $ Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO S $ $ less Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST S TAX CREDIT S + S = $ + = INTEREST FROM BALANCE DUE BALANCE TO S S S REV-S1B FO (7.S0l I~~~ ,~.C.. COMMONWEALTH of PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Jimmie C. George 1039 Horth Hest Street Carlisle, Pa. 17013 Haney J. George 1039 llorth ilent Street Carlinle, ?u. 17013 RE: Estate 01 County 01 File No. Creedin s. Kruger Cumberlund 21-80-0123 Dear l1iss George & I!r. Georr,e: You are hereby notified that the ori<::inal appraisement in the estate 01 Creedin S. Kruger has been filed in the office of the Register of Wills of Cumberlund County on January 22 ,19 ~. Said approisement reflects the fallowing valuations: -- \ I i I , 1 Reol Estate Personol Property Jointly Owned Transfers Total 80,OCO.OO 185,318./,4 -0- -0- :65,318.44 As to such tax that is paid within three months from dote of death, 0 five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may abject thereto within sixty days after receipt of said notice os provided by Section 1001 01 the Inheritance and Estate Tax Act 01 1961,72 P.S. 2465-1001, P.L. 373. Date January 22, 1981 Signed n'//...,-" t,; .I '-/f}'t' Jl/J~)) Title Chief i~pprlliscr NOTE: This is not 0 bill. REV--457 (1.801 C!)MMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT INHERITANCE TAX APPRAISEMENT ~- ~ ~-- Estate of Crccdin S. !(ruecr File No. ::1-00-0123 County Cumberland Date of Death 2-19-00 In thl IVlnt thet .nv utur. Interest in this est.te Is transferred in pOlSesslon or enjoyment to culldtoral holtl of tho decedent after the expiration of any BItat. for life or for years, the Commonwealth hereby expressly reservOt the right to eppraii8 nnd assess transfer Inheritance tax8I at the lawful coll.teral rate on any IUch future Interest. TOTAL REPORTED PROPERTY DEPARTMENT'S APPRAISED VALUE 80,000.00 185,318.44 -0- -0- $265,318.44 PROPERTY REPORTED BY THE ESTATE 1. TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "B" 3. TOTAL TRANSFERS - SCHEDULE "C" . . . , 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY -0- TOTAL GROSS ASSETS $265,318.44 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. ..i'/I,M/d MJ"R/}}f(! ) APPRAISI!R 1-22-81 DATe ... <'l ~ ~ ~ <l ... ~ k <l! 0 < < " k ..... Z l"l I>l t; ... ... 0 >- >- ~ Ul l"l ~ Cl '1 tIl ... P-< ;:l . d '0 t-' Ul '" l:: VI ...:I l:: <> d ... < l:: '" ..... ... <'l .... ..... " k - N '" " .... '" U Z ... " ..... 1l - 0 0 '" '" 1-0 .... I<. I<. - I k <: rJ .' .... ~ 0 U rl U U lI'l 0) 0 00 ~ ~ I t1. 0 .... t1. 0 !;; '" 0 tIl Z 0 - l"l tIl >- .... 0 z E I>l .... l"l Z Z ...:I 0 - 0 ~ Z ~ I>l ...:I Z :;; Z 0 ;:l U \..? l"l ~ ~ Ul ~ 8 0 < z - l"l 0 "" ...:I . RCC..314..131 APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of Moy 28, 1956, P.L. 1757, ond Act of Jun. 1S, 1961. P.L. 373, as amended) * COMMONWEALTH OF PENNSYLVAtIlA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax an the transfer of the property described below: 1. Bureau File # 21-80-123 2. Date of Death Feb~uar~_19, 1980 3, Date of Approval AJ;;;4-</! &v // J fftJ . '" ' 4. Name of Decedent Creedin S. Kruger 5. The Commonwealth's appraised value of the property for which an exemption is claimed is S 25.00 (Note: Where the property is other than 0 specified amount of cash, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents a stated fractional or percentoge portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authori:ting the transfer, unless such material has been previously filed. WILL~; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If other, explain) 7. Correct Business Name and Address of Charitable Organi:tation receiving property: NAME Carlisle Civic Club ADDRESS c/o Mrs. Alvin E. Ebv. 1225 Spring Rd.. Carli~le, Pa. D See listing on reverse side for additional charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. Signature of Applicant ~~g a~t-__ Address of Applicant George B. Faller Ten West Hi~h st.. Carlisle. Pa. Official Title Attorney for Executors November 17, 1980 Date This form must be completed in trlplicoto and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non.residant decedent's estate. If the decedent was a non..rasident of Pennsylvania ond letters were not Issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections, Penna. Deportment of Revenue, 26 S. 4th Street, Horrisburg, Po. 00 not write below this line. Far Official Use Only REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue Denied' 0 (Initials of Register af Wills) (Authorized Signature) (County) (Title) (Date of Refe"al) (Date of Action) 1\- See reverse side for reasons MUST BE FILED IN TRIPLICATE RCC.J (4.131 APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Acl 01 Moy 28, 1956, P.L. 1757, ond Acl 01 June 15. 1961, P,L. 373, as amended) *-- ..,. . tl~ . ~~ '.' ~,(,.. COMMONWEAL TN OF PENNSYLVAtllA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application is hereby filed lor the approyal of an exemption from Pennsylyania Transfer Inheritance Tax on the transfer of the property described below: 1. Bureau File ;1 21-80-123 2. Date of Deoth Fe~~L_J~L_l~_@'____. 3. Date of Approval tC'I'.-?;1;'~...) 1(...l9'5V 4. Name of Decedent Creedin S. Kruger 5. The Commonwealth's appraised yalue of the property lor which an exemption is claimed is S 25.00 (Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the yalue of the property has been established by appraisal by the Commonweolth, except in those cases where the omount of the gilt or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has been previously filed, WILL 8; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If other, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME Carlisle Garden Club ADDRESS c/o Mrs. Lester P. Wetzel, 1126 North 1Yest st.. Carlisle. o See listing on reyerse side for additionol charitoble organizations covered. B. I certify that the information contained herei~is, to the best of my knowledge and belief, true and correct. 5f,,~~ a~.et.,- Pa. Signoture of Applicant Address of Applicant George B. Faller Ten West High st., carl[sle, Pa, Olficiol Title Attorney for Executors Date Nov. 17 , 1980 This form must be completed in tripllcoto and all three copies delivered to the Register of Wills for the County in which the decedent rosided, or in which lottors were issued for a nan.rcsident decodent's estate. If tho decodent was 0 non_resident of Pennsylvania and lottors were not Issued by a Pennsylvania Register of Wills, deliver all three copios to the Director, Bureau of County Collections, Penna. Deportment of Revenuo, 26 S. 4th Street, Horrisburg, Po. Do not write below this line. Far Ollieiol Use Only APPROVED: Far the Secretory 01 Reyenue REFERRED to Bureau Heodquarters Approyed 0 For Secretary of Revenue ~ Denied' 0 B(Si tur~ 01 Regi er;1 Wills) :;/J1/~t A' _ t 1". "C:: A (County) 0/./fr I~J 41; /ff1J (Dote of Approyal) (lnitiols 01 Register 01 Wills) (Authori .ed Signoture) (County) (Title) (Date of Relerrol) (Dote of Action) ... See reverse side for reasons MUST BE FILED IN TRIPLICATE RCC-314.731 APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Ac. of May 28. 19S6, P.L. 1757, ond Ac. of June 15, 1961. P.L. 373, as amended) r~- "~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application is hereby Ii led lor the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 21-80-123 1. Bureau File" 2. Date 01 Death Februar~ 19,.~980 J. Date 01 Approval AC:e.?1it-h....... /( If Yo 4. Name 01 Decede"t Creedin s. Kruger 5. The Commonwealth's appraised value 01 the property far which an exemption is claimed is S 10% of residue. (Note: Where the property is other than 0 specified amount of cash, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those casas where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authori%ing the transfer, unless such material has been previously liled. WILL 11; SURVIVORSHIP 0; OTHER 0; DEED 0; TRUST INDENTURE 0; (II other, exploin) 7. Correct Business Name and Address of Charitable Organization receiving property: ADDRESS o See listing on reverse side for additional charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. Signature of Applicant 4:-3~t.t..,-- George B. Faller Address 01 Applicant Ten West High st., carlisle, Pa, Ollicial Title Attorney for Executors Dote November 17, 1980 This form must bo completed in triplicate and all three copies delivered to the Register of Wills for the County in which tho decedent resided, or in which lotters were issued for a non-resident decedent's estate. If the decedent was a non_resident of Pennsylvania and letters were not Issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections, Penna. Department of Revenue, 26 S. 4th Stre~t, Harrisburg, Po. 00 not write below this line - For Official Use Dnl For the Secretory 01 Revenue REFER RED to Bureau Heodquarters Approved 0 For Secretary of Revenue Denied' 0 (Initials 01 Register 01 Wills) (Authorized Signature) (County) (Title) (Date 01 Relerral) (Date 01 Action) * See reverse side for reasons MUST BE FILED IN TRIPLICATE RCC-314-73) APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act af May 28. 1956. P,L, 1757. and Act af June 15. 1961. P,L, 373, as amended) r+ ~l{l' COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application is hereby filed far the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1. Bureau File # 2l-8~12_3 :: :::::: :::::vaIFe~Q;j;~iLj~l>f5?:) 4. Name of Decedent Creedin S. Kruger 5, The Commonwealth's appraised value of the property for which on exemption is claimed is S 15% of residue. (Note: Where the property is other thon 0 specified amount of cosh, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue, In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has been previously filed, WILL !X; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If other, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME Nt. Holly Springs Methodist Church ADDRESS Mt. Holly Springs. Pa. 17065 D See listing on reverse side for odditionol choritoble organizations covered. 8. I certify that the information contained here'n is, to the best of my knowledge and belief, true and correct. Signature of Applicant _~a George B. Faller Addre.. of Applicont Ten West High st.. Carlisle. Pa. Official Title Attorney for Executors Dote November 17. 1980 This form must be completed in triplicate and 011 three copies delivered ta the Register af Wills for the Caunty In which tho docedent roslded, ar In which letters were issued far a non_resident decedent's estate. If the decedent was a non.rosident af Pennsylvania and letters were not Issued by a Pennsylvania Register af Wills, deliver all three copies to the Directar, Bureau of County Callectlons, Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pal Do not write below this line - For Official Use Only REFERRED to Bureou Headquarters Approved 0 For Secretary of Revenue Denied* 0 (Initials 01 Reg;ster 01 Wills) (Authorized Signoture) (County) (Title) (Date of Referrol) (Dote 01 Action) " See reYerse side for reasons MUST BE FILED IN TRIPLICATE '~ .\ I P ":~ COMMONWEAL TH OF PENNSYLVAtllA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Ac' 01 May 28. 1956, P.L. 1757, ond Act of Juno 15, 1961, P.L. 373, as amended) r+- ~ij~ Application is hereby filed lor the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 2l-80-l2~______ _ 1. Bureau File :: 2. Date 01 Death Febru~.J:'Y__19Ll98q .____ _ . 3. Date 01 Approval ~e.&:r.ll~..l2)J<:J 4. Name 01 Decedent Creedin S. Kruger 5. The Commonwealth's appraised value 01 the property lor which an exemption is claimed is $ 25% of residue . (Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of the property hos been established by approisal by the Commonwealth, except in those cases where the amount of the gilt or bequost reprosents Q stated fractional or percentage portion of tho entire estate or the entire residue. In thoso cascs enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authoriz.ing the transfcr, unless such material has been previously filed, WILL <<; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (II ather, explain) 7. Correct Business Name Dnd Address of Charitable Organiz.ation receiving property: NAME st. Paul's Lutheran Church ADDRESS carlisle, Pa., 17013 o See listing on reverse side for additionol charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledgc and belief, true and correct. ~Z4"-':/~ Ck.eI", / t "'- George B. Faller Ten West High St., Carlisle. Pa. Signature 01 Applicant Address of Applicant Ollicial Title Attorney for Executors Nov. 17. 1980 Date This form must be completed in triplicate and 011 three copies delivered to the Register of Wills for the County in which the decedent rellded, or In which letters were iuued for 0 non.resident decedent's estate. If the decodent was 0 nan_resident of Pennsylvania and letter. were not issued by a Pennsylvania Register of Wills, deliver 011 three copies to the Director, Bureau of County Collections, Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Po. Do not write below this line. For Ollicial Use Onl For the Secretary 01 Revenue REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue .",:J Denied' 0 ature 01 Reg' ter 01 Wills) J.t"J-<--1t..-':::- ~ (County) '-/1##1-11>-<,....) L~ ./1J/) (Date 01 Approval) (Authorized Signature) (Initials of Register 01 Wills) (County) (Title) (Date 01 Relerral) (Date 01 Action) .. See reverse side for reasons MUST BE FILED IN TRIPLICATE RCC-314..731 APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956, P.L. 1757, and Act of Juno 15, 1961, P.L. 373, as amended) COMMONWEAL TH OF PENNSYLVAtllA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application is hereby filed for the approvar of an exemption from Pennsylvania Transfer Inheritance Tax an the transfer of tho property described below: 21-80-123 1. Bureou File # :: :::::: :::::vaIF2i:~~:;~d::On1jo , 4. Name of Decedent Creedin S. Kruger 5. The Commonwealth's appraised volue of the property for which an exemption is c10imed is S 25% of residue (Note: Where the property is other dlan a specified omount of cosh, the exemption cannot be approved until the value of the property has been established by appraisol by the Commonweolth, except in those co.e. where the emount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effectod and submit a copy of the document authorizing the transfer, unless such moteriol ho. been previou.ly filed. WILL a; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTH ER 0; (If other, exploin) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME Dickinson COllege ADDRESS Carlisle. Pay D See listing on reverse side for additional charitable organizations covered, 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. Signature of Applicant &V"...(.~ at!{~,- George B. Faller Ten West High st., carlisle, Pay Address of Applicant Official Title Attorney for Executors Date November 17, 1980 This farm must be completed in triplicato and 011 three caples delivered to the Register of Wills for the County In which the decedent resided, or in which letters were issued fot a nan-resident decedent's estato. If the decedent was a non.resident of Ponnsylvania ond letters were not Issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections, Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa. 00 not write below this line - For Official U.e Onl Far the Secretary of Revenue REFERRED to Bureau Headquarters Approved 0 For Secretary of Rovenue Denied< 0 (Initial. of Regi.ter of Will.) (Authorized Signature) (County) (Title) (Date of Referral) (Date of Action) . See reverse side for reasons MUST BE FILED IN TRIPLICATE " COMMONWEALTN OF PENNSYLVAIlIA OEPARTMENTOF REVENUE BUREAU OF COUNTY COLLECTlOHS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Ac. or Moy 28, 1956, P.L. 1757. and Act ar Jun. 15, 1961, P.L. 373, os amended) r~.-. " ~Ji}~ Application Is hereby Iiled lor the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transler 01 the property described below: 1. Bureau FiI. # 21-80-12,3. 2. Oat. 01 Death Februfl'Y__!.9 L~~_80 3. Dote 01 Approval -IY!_~t,-<,_J ~ dfl 4. Nome 01 Decedent Creedin S. Kruger 5, The Commonwealth's appraised value of the property lor which an exemption Is claimed is S 25% of residue (Note: Where the property is other than a specified amount of cash, the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth, except in those casas where the amount 01 the gilt or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases onter such fractional or percentage amount above), 6. Check the manner in which the transfer was effected and submit 0 copy of the document authorizing the transfer, unless such material has been previously Iiled, WILL 9.; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (II other, explain) 7. Correct Business Name Dnd Address of Charitable Organization receiving property: NAME Young Mens Christian Association ADDRESS Carlisle, Pa, D See listing on reverse side for additional charitable organizations covered. 8. I certify that the information contained here; is, to the best of my knowledge and belief, true and correct. Signature 01 Applicant .JdC~ George B. Faller Address 01 Applicant Ten West High St., Carlisle. Pa. Olliciol Title Attorney for Executors Dote November 17, 1980 This form must bo completed In .rlpllca.e and all throe copies deliverod to the Register of Wills for the County in which the decodent resided, or In which letters were luued for 0 non-resident decodent's estate. If the decedent was 0 non.resldent of Ponnsylvonia and letters were not Issued by 0 Pennsylvania Register of Wills, dellvar 011 three copies to the Director, Bureau of County Collections, Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Po. Do not write below this line. For Olliciol Use Only For the Secretory 01 Revenue REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue _"C--.J Denied' 0 (Initials of Register 01 Wills) (Authorized Signature) (County) (Title) (Date 01 R.le"al) (Date of Action) * See reverse side for reasons MU5T BE FILED IN TRIPLICA TE OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT "*""";"",""; ....' , .~.: :',;,~\,~:'S:f.?~;i , ''''''.'''':;/:'1 ' ,',;:',1 q 'I , . :;~ ,<'-"'. DATE ESTATE FILE NO, COUNTY '~pralsid Value 01 Estate: "J~f;j.r~{:Re~fEsta't~" ,.;: c" ~~~~~;Y]\:~:'/::.:. '; ,<~'c' . . Wi':;;' Pe,sonal Piopeity It\!b~~;'~:~:/ ':"'/~':' I~L,.:;;.~,;"~' ':-.. O:~lrJ1n~~,;;~~i.~I(Y ~eld ~~operty (rransfers ~~?W:~;/-:;~::\,:"-,:'" ..' *Toiit.GiciiaEsiate \~~:!f";:j7W/~/.~:.':';~'.::;:" ," . :rotil'APproved' DeduCllons ~~:~1~~~!~'(/?t,,~~~:';;:~ '..::_: ':", ~" ,";, ~i:I~iiiviIJecil Estate ~ ~~~~&\~{:.;.\t:~2~\::_-;;' .: .:1",!",:s\L8ss:~proved Charitable Exemptions ~~~-,"" ':' ','-':" ,-:".- -'~' ,,-'. - - . ~fijl}~&~;u~'~~'E.;a;e S~blect to Tax I~~f~~(,';~~~~:+axable @6% Rate ~;~~fS:i,~':";,,~::;;,,;(~\~\:~:5.'.~:;,:;' ." : '. . &~~~~iti:~U,.:~_~~~,t;T~~~I.e' @,',16% Rate I~~~)/::>'."~::' ",::~.',:~:,r<.~> . , .', ~1f.ij\~:..,\v:~;;,t:' '" ' l;if1~~;:,;;ttC~Ir' , , '. " · .. . · · '1"j,'!;i\,',:"'U;"""~>''-:'''r:'11l be grented II ,the ~A'L,H.8ls ,Credits: ',"', , ','~~:-'<~'" "'" ',-'- '-',., .', - '.'. - ."\,,,th'DATE OF PAYMENT. AMOUNT PAID ~,i:J:\':;I_;t ',,'." e + $ + + accrues et the rate, 01 six (6) percent per ~{:~)'pn/-the~ 'unpaid balance of Inheritance Tax from ;I,.. ~',J,'" ,- " ", '. "', .. . ~.',;'.'i'.to' dete 01 peyment, Interest due il paid i~l)t:., ~W;\r I~~*i""'),),,) . ~!S$:~;~~V""::::~~J}~'i;;";;-~"'1~";:" L'.','.".,:"::~",,.,' ,..,.'.,' ~)l~~:-).,.>!:<<.'~~,~..,t:.',..~.: " .' $ N~ A-IJf). /)-f) + /25':1/% lit/- ,.. / + $-{ tf ~~/R: tit.! -J'1f; ~'/j'. .1?; $/3g fl'1 '7/ _t~T:.../f~~ . ': ~ ' $ '. $ tJ)j;t1I~ !JJi;'1; talC due . ,.,." -' , . TOTAL PENNSYLVANIA INHERIT~~~ ~' ,'j, A five percent discount Inheritance Tax is paid by totaling 8 ,.' DISCOUNT INTEREST TAX CREDIT C:)'-::" e = e = = .~. ' annum Aaaeaaed by:...., See InfCltml110n on Reverte Side' Aot REGISTER OF WILLS REV-4113 (1I-7lIl COIMIONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF FIELD OPE RA TIONS INHERITANCE TAX SECTION ...... OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX /1- s- 3 TO: DATE: ESTATE OF: FILE NO: COUNTY OF: DATE OF DEATH: ~ - I 9 - .PI tIU-F"'!';,.., .S"'. JlI - ,f'CJ - /..?.3 (!VA?,6F~/A_./ ..R - I? - ?tJ /Yo\'u.....-~ ... ----------------------------------------------------------------------------------------- A. DETERMINATION: 1. T oxoblo osloto bo sed upon: 4The United Slates Estole Tax Return (Form 706) Tho communication from the Federal Government confirming the acceptance of or changes to tho Federal Estoto Tax Relurn 2. Amounl of credit for State death taxes (os verified) 3. Pennsylvania inheritance tax assessed (excluding any discount and/or interest) 4. Normal inheritance tax paid to other States or Territories of the United States (excluding any di scount and/or interest) 5. Total Inheritance tax credits (lIne item 3 plus line item 4) 6. Tolol liability for Pennsylvania oslole tax (line item 2 minus line item 5) NOTE: Complete line itoms 7 and 8 ONL Y when determination is based on Federal Closing Letter 7. Amount of Pennsylvania estate tox assessed on determination doted Addition (reduction) to Pannsylvonio estate tax (lIne Item 6 minus line item 7) 8. Determination prepared by: Dote: $ 775CJ,o(J $ - 0- $ ,O- S -0- $ 0- $ d- $ 1J~ ~ .2 -1';-.1'1 $ ------------------------------------------------------------------------------------------ B. ASSESSMENT: 1. Pennsylvania Estate Tax reflected on: line item A (6) line item A (8) 2. Less credits: DATE OF PAYMENT INTEREST (5 ) (S I (5 ) AMOUNT PAID 3. Balance of Pennsylvania estate tax due Interest is due at the rate ~f six (6) percent per annum from Assessment prepared by: Dole: $ CREDIT = = = $ to the dote of payment. AGENT FOR THE COMMONWEAL TH SEE REVERSE SIDE FOR INSTRUCTIONS INSTRUCTIONS To insure proper credit to your occount, the name 01 tho. estate and lile number should be clearly printed on the check or money order. This determination and assessment is made in accordonce with Section 421 and Section 732 of the Inheritonce and Estate Tax Act 011961, 72 P.S, 248S-421, 732. The estote tox imposed by Section 421 is due ot the date 01 the decedenl's deoth but sholl no! become delinquent until the expirotion 01 eighteen (18) monlhs after decedent's death provided that aay estate tax occasioned by a final change in the Federal return or 01 the tax due thereon shall not become delinquent until the expiration of one (1) month alter, the person liable to pay the tax receives final notice 01 the increase, Calculate interest from the delinquent date shown an the lace 01 this lorm to the date 01 payment using the lollowing interest lab' e: --------------------------------------------------------------------------------- 1 rronth .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 man ths .015 6 months .030 9 months .045 12 months .060 1 day .00017 11 day s .00186 21 days .00352 2 doys .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 day s .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 79 days .00488 10 days .00169 20 days .00335 30 days .00500 .---------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representotive, not sotislied with th" ossessmenl may abject thereto within sixty (60) days alter receipt 01 this notice as provided by Section 1001 01 the Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485-1001) Make check or money order payable to: "Register 01 Wills, Agent" Mail to the address listed below: ESTATE OF CREEDIN S. KRUGER JIM!.IIE C. GEORGE AND NANCY J. GEORGE EXECUTORS ORPIIANS COURT DIVISION ESTATE 1m. 21-80-123 STATEMENT OF PROPOSED DISTRWUTION Balance for distribution as shown in first and final account of Jimmie C. George and Nancy J. George, Executors Per Paragraph I of decedent's will, it is suggested that the following bequests have already been paid: Carlisle Civic Club Carlisle Garden Club Residue Paragraph II of decedent's will was revoked by codicil. Per Paragraph III of decedent's will st. Paul's Lutheran Church 25% of residue Less advance distribution I,lt. 1I011y Springs Methodist Church (also known as Wesley Uni ted tlethodist Church 15% of residue less advance distribution Dickinson College 25% of residue less advance distribution Young !len's Christian ASSll. 25% of residue less advance distribution American Cancer Society 10% of residue less advance distribution 238061. 95 100.00 100.00 200.00 237861. 95 59465.49 25000.00 34465.49 35670.29 15000.00 20670.29 59465.49 25000.00 34465.49 59465.49 25000.00 34465.49 23786.19 10000.00 13786.19 L' U I 't t'. "~'" 1"..1\ ;J " ,hI xVv STATE OF PENNSYLVANIA COUNTY OF CUlIOERLAND SS . . . . JIIIlHIE C. GEORGE and NANCY J. GEORGE, Executors of the Estate of Creedin S. Kruger, being duly sworn according to law, depose and say that the facts set forth in the foregoing statement of Proposed Distribution are true and correct. -. , . 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KRUGER LATE OF TilE BOROUGIl OF CARLISLE CUMBERLAND COUNTY, PElmSYLV AlII A ESTATE NO. 21-80-123 Date of death - February 19, 1980 Date of letters advertised The Evening Sentinel - March 3, 10, 17, 1980 Cumberland Law Journal - March 7, 14, 21, 1980 Gross estate: $283,371.18 Summary Principal - Personal Estate Principal - Real Estate Income Disbursements Net balance, cash (Prior distributions paid to beneficiaries out of above net balance $100200.00 L: ~ >." '" ;1:" c: i '.IU 1.,:.11.. .1:uu 181575.47 80000.00 21795.71 283371. 18 45309.23 238061.95 f ~,' I,: r". FIRST AND FINAL ACCOUNT OF JIW.IIE C. GEORGE AND NANCY J. GEORGE EXECUTORS OF TilE ESTATE OF CREEDIN S. KRUGER LATE OF TIlE BOROUGH OF CARLISLE CUMBERLAND COUNTY, PENNSYLVANIA ESTATE NO. 21-80-123 The accountants charge themselves with the following: Dauphin Deposit checking #52-94-1531 Dauphin Deposit Savings #6-06-29-6 Less charge back of error United Income Fund check on hand Carlisle Building and Loan savings " It " It " " " #01-000511 ;';'08-00-0702 #1l-00-1l35 #12-00-1515 #15-00-0084 #15-00-0813 " " " " " " " " " " " " " " " " " " Household contents sold privately Household contents sold at public sale Coins and silver certificates sold for 200 shares Carlisle Corp. @ 24.625 136 shares Dover Corp. @ 38.1875 2589.495 shares United Income Fund @ 9.21 3499.911 shares Delaware Fund @ 12.61 1976 Chevrolet, sold at public sale Fred Gelsinger - refund alc newspapers United Telephone Co. - refund Richard A. Neiderer - refund on insurance Internal Revenue Services - refund alc 1979 National Geographic - refund Readers Digest - refund Pa. Dept. of Revenue - refund Cash sale of desk Carlisle Tire & Rubber - lost check returned Social Security - death benefit To which add: Gain on sale of Carlisle Corp. stock Proceeds of sale Value set forth above 7205.93 4925.00 Gain on s&le of DOver Corporation stock Proceeds of sale 5589.38 Value set forth above 5193.50 o./Lt I..,~ ~:t;'.l: 100.00 2735.60 -97.35 157.02 676.59 13357.59 27273.29 13778.35 10155.89 20796.05 6644.00 7138.31 2241. 00 4925.00 5193.50 23849.25 44133.88 1620.00 22.00 2.04 97.00 179.28 6.00 10.76 28.89 25.00 23.34 255.00 185327.28 2280.93 395.88 188004.09 . " I ~'~ From which deduct: Loss on redemption of Uni ted Income Fund Vnlue as set forth above Proceeds of redemption 23849.25 21470.16 2379.09 Loss on redemption of Delaware Fund Value as set forth above Proceeds of redemption 44133.88 40084.35 4049.53 Total Principal - Personal Estate Principal - Real Estate House and lot at 246 Glendale street Carlisle, PA, sold for Total Principal - Real Estate Income Account Dauphin Deposit Trust - earnings on decedent's statement savings (1980) Dauphin Deposit Trust - (1981) Carlisle Building and Loan - earnings on decedent's accounts from date of death to closing of accounts Carlisle Building an~ Loan - earnings on principal reinvested by executors from time to time: Account No. 03-00-1117 03-00-1202 03-00-1286 04-00-0009 04-00-0025 04-00-0043 9990 Dover Corporation - dividends Carlisle Corporation - dividends Total Income Total Principal - Personnl Estate Total Principal - Renl Estate Total Income Total charges The accountants take 1980 '31'1 3/7 3/7 3/7 3/7 credit for the following; PP&:L Co. Carlisle Community United Tel. Co. MG!.l Pharmacy Agway Petroleum ,\mbulance L;~..l' ~.Ju I..ut 40J 6428.62 181575.47 80000.00 80000.00 232.79 5908.81 3179,94 2161. 92 1569.16 6037.50 788.67 1703.31 58.48 90.00 21795.71 181575.47 80000.00 21795.71 283371.18 33.74 35.00 13.29 55.17 140,74 63.75 1. 38 3/7 3/10 3/10 3/14 3/14 3/15 3/18 3/21 3/24 3/29 3/24 3/27 4/1 4/17 4/28 4/28 4/28 5/8 5/13 5/23 6/3 6/3 6/30 7/9 7/7 7/25 7/25 8/9 8/26 9/3 9/3 9/3 9/15 10/2 11/18 Mas land Assoc. Mountz Jewelry Wm. A. McGrath - appraisal Hartzell's Lighting Center Dorothy Steele - services Agway Petroleum Hoffman Roth Funeral 1I0me Hoffman Roth Funeral Home Agway Petroleum United Tel. Co. Fingerhut PP&L George B. Faller - costs Richard Neiderer - ins. James Line, Tax Collector Richard Neiderer - ins. Agway Petroleum Dorough of Carlisle Kenneth Waggoner - lawn care PP&L Carlisle Memorial Services Kenneth Waggoner - lawn care PP&L Harry E. Donson Kenneth Waggoner - lawn care PP&L Borough of Carlisle - lawn care Kenneth Waggoner - lawn care PP&L Recorder of Deeds - 1% transfer tax Dickinson COllege - tax pro rate Shirley P. Clevenger - notary fee PP&L - final Kenneth Waggoner - final George B. Faller - misc. out of pocket ex- penses for short certificates, certified copies, advertising, etc. 1981 m- Nellie Strickler - refund Sub-total Reserved for the following: Filing and advertising this account Jimmie C, George and Nancy J. George - executor's commission George B. Faller - attorney fee Possible additional taxes, assessments and contingencies as may be determined to be due Total charges 19.00 53.00 15.00 21.20 106.25 17.00 2289.00 153.00 130.23 13.29 22.76 38.86 65.00 162.00 231.79 45.00 79.55 5.75 62.50 6.27 46.75 51.50 6.39 25.00 63.00 4.47 5.75 36.00 4.85 800.00 5.93 1.50 2.20 81.00 45.50 15.00 5009.23 50.00 13500.00 6750.00 20000.00 45309.23 ',' ~ ~ ....1' \JU lnul 400 Total credits Total charges Balance for distribution L"'H'" 283371.18 -i5309.23 238061.95 Jec,,~c~~ - immie C. George , , Nan1~~ ~...u I.l~t ~o I STATE OF PEIINSYLVANIA SS COUnTY OF Clfl.IDEHLAND . . . . JIWHE C. GEOHGE and NANCY J. GF:ORGE, Executors of the Estate of Creedin S. KruGer, being duly sworn according to law, depose Account are true and correct. and say that the facts set forth in the foregoing First and Final SWORN to and subscribed before me I ,t:.~t!~... 3.ve day of April, 198!. .... 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