HomeMy WebLinkAbout11-09-07
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 7 0 1 6 5
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
1 78- 1 4 - 0 4 0 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
02/08/2007 09/20/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
W
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IX] 1. Original Return
D 4. Limited Estate
IX] 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trusl)
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (dale of death priorlD 12-13-82)
D 5. Federal Estate Tax Retum Required
Q.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE !! DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Joel R. Zullin er 14 North Main Street, Suite 200
FIRM NAME (If Applicable)
Zullin er Davis P.C.
TELEPHONE NUMBER
717264-6029 Chambersbur PA 17201
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
OFFICIAL USE ONLY
225,376.99
361,114.82
223.472.411,
25,813.54
c:...-,
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(8)
835,777.76
86,660.04
1,766.97
(11)
(12)
(13)
88,427.01
747,350.75
506,059.14
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
241,291.61
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 X _(15) 0.00
0.00 X _(16) 0.00
0.00 X .12 (17) 0.00
241,291.61 X .15 (18) 36,193.74
(19) 36,193.74
20. 00
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESll0NS ON REVERSE SIDE AND RECHECK MATH < <
Decedents Com lete Address:
ST EET ADDRESS
625 Brenton Street
CITY
Shippensburg
STATE
PA
ZIP
17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
36,193.74
37.601.81
1.979.05
Total Credits (A + B + C)
(2)
39,580.86
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
4.
Total Interest/Penalty (D + E)
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
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
0.00
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... D 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. D 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 D
(4)
(5)
(5A)
(5B)
AGENT
3,387.12
0.00
5.
0.00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
PA 17257
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116(a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV;1502 EX <"e".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kaluoer Georoe 21 07 0165
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real Drooertv which is iointlv.owned with riaht of survlvorshlD must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
Gross proceeds from sale of real estate situate at 625
Brenton Street, Shippensburg, PA, to Elizabeth Effenberger
VALUE AT DATE
OF DEATH
225,000.00
2.
Received on proration of real estate taxes on above
sale
376.99
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
225376.99
REV;1503 EX.. '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
KaluQer. GeorQe
FILE NUMBER
21 07
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0165
ITEM
NUMBER
1,
DESCRIPTION
Investment Account #50000178005, Orrstown Bank,
consisting of investments as shown on attached
date of death valuation
Accrued income on above investment account
2.
VALUE AT DATE
OF DEATH
358,250.83
2,863.99
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
361 114.82
REV-'508 EX .,(0-.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kaluger. George
FILE NUMBER
21 07
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
0165
VALUE AT DATE
OF DEATH
5,601.50
16,370.65
642.47
28,007.70
6.61
5.62
53,674.87
5.06
71,575.67
24,943.50
226.71
9,438.75
109.92
14.44
811.12
2.65
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
Checking Account #502448, Orrstown Bank, including
interest accrued to date of death
Certificate of Deposit #400011466, Orrstown Bank,
including interest accrued to date of death
Regular shares in Account #0178140409, Pennsylvania
State Employees Credit Union, including interest
accrued to date of death
Certificate of Deposit in Account #0178140409, Pennsylvania
State Employees Credit Union, including interest
accrued to date of death
Money Handler in Account #0178140409, Pennsylvania
State Employees Credit Union
Regular shares in Account #1178140409, Pennsylvania
State Employees Credit Union, including interest
accrued to date of death
Certificate of Deposit in Account #1178140409,
Pennsylvania State Employees Credit Union,
including interest accrued to date of death
Prime Share Account #361780, Patriot Federal
Credit Union, including interest accrued to date
of death
Certificate of Deposit held in Account #361780,
Patriot Federal Credit Union, including interest
accrued to date of death
Gross proceeds from sale of personal property
by Dan Hershey Auction Service, LLC
Refund from Fogelsanger Bricker Funeral Home
on prepaid funeral bill
Refunds, Highmark Blue Shield
Refund, Reader's Digest
Refund, Time, Inc.
Pro-rated benefit payment, Shippensburg University
Refund, AT&T
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
220 732.41
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Kaluger, George
Decedent's Name
Page 1
21 07 0165
File Number
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17. Refund, Antietam Health Services 75.00
18. Prorated benefit payment, PA State Employees' 817.34
Retirement System
19. Refund, National Georgraphic Society 19.00
20. Veterans burial benefits 100.00
21. Refund, Comcast Cable 28.52
22. Refund, U.S. Treasury tax refund 8,255.31
23. Travel Memorabilia appraised by Dan Hershey's 2,740.00
Auctioneering Service
SUBTOTAL SCHEDULE E 12,035.17
GRAND TOTAL SCHEDULE E $ 223,472.41
REV-,510 EX 1 '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KaluQer. GeorQe
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
FILE NUMBER
21 07
0165
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INClUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE
1. Annuity Contract with lNG, with estate as named beneficiary 4,929.26 100. 4,929.26
2. Ameriprise Annuity Contract #930020904601004, 20,884.28 100. 20,884.28
beneficiary Shippensburg University Foundation
TOTAL (Also enter on line 7 Recapitulation) $ 25,813.54
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX.",.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kaluger Geon~e
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21
07
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Orrstown Bank
Social Security Numbe~s)/EIN Number of Personal Representative(s) 23-0934350
Street Address 75 East KinQ Street
City ShippensburQ State PA Zip 17257
Yea~s) Commission Paid:
Attorney Fees Joel R. Zullinger
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees Register of Wills - Probate Petition 460.00; Will 15.00; Codicil 15.00; short
certificates 40.00; JCP fee 10.00; automation fee 5.00; filing return 14.00
Accountanfs Fees
Tax Return Prepare~s Fees
Magisterial District No. 09-03-01, citation for failure to remove snow and ice
Nancy's Lock & Key Service, changing locks at residence
Hawkins Construction Company, snow removal for February and March 2007
Tracy McMichael, work at residence following decedent's death
Amy Yeagy, work at residence following decedent's death
Lefler Energy, utility services
Penelec, utility services
Lefler Energy, utility services
Borough of Shippensburg, utility services
Penelec, utility services
Penelec, utility services
Penelec, utillitv services
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0165
AMOUNT
30,100.00
27,500.00
0.00
559.00
86.00
84.99
315.00
196.00
250.00
173.00
207.25
173.00
94.85
65.71
29.05
44.08
86 660.04
Kaluger, George
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 2
21 07 0165
File Number
Schedule H - Funeral Expenses & Administrative Costs - B7.
ITEM
NUMBER
DESCRIPTION
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
Lefler Energy, final bill for utility services
Penelec, final bill for utility services
Valley Heating & Cooling, LLC, maintenance at residence
Glenn Nave, lawn maintenance at residence
S.W. Barrett Real Estate & Appraisals, appraisal of real estate
Dan Hershey, appraisal of travel memorabilia
Comcast Cable, balance due on account
Cumberland Law Journal, advertise letters
News-Chronicle, advertise letters
Orrstown Bank, fee for preparation of personal income tax returns for decedent
Dan Hershey Auctioneering, commission and expenses sale of personal property
Sailhamer Real Estate, commission on sale of real estate
Notary fees on sale of real estate
Fee for deed preparation sale of real estate
Realty transfer tax on sale of real estate
Borough of Shippensburg, final utilities sale of real estate
Angela Facchinei, 2007 County & Borough real estate taxes, sale of real estate
1,020.47
81.03
665.56
100.00
325.00
150.00
28.52
75.00
101.75
250.00
7,015.02
13,500.00
12.00
100.00
2,250.00
195.93
911.83
SUBTOTAL SCHEDULE H.B7
26,782.11
REV-1512 EX l (6-98)
\
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kaluaer. George
FILE NUMBER
21 07
0165
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Shippen Cleaners, balance due on account
VALUE AT DATE
OF DEATH
14.10
2. Comcast Cable, balance due on account
28.52
3. Equipped for Life, balance due on account
36.00
4. Fayetteville Volunteer Fire Department, balance due on ambulance service
470.00
5. Franklin County Medical Associates, balance due on account
61.94
6. WSEMS-Chambersburg ALS/BLS, balance due on ambulance service
286.02
7. Embarq, balance due on telephone service
42.96
8. AT&T, balance due on telephone service
6.11
9. PA Department of Revenue, tax due on 2006
personal return
183.00
10. News-Chronicle, balance due on account
17.00
11 . MetLife, check written prior to death but not processed
through decedent's account until after death
64.40
12. Check written from decedent's personal account for home nursing
services prior to death but not processed through the account
until after death
556.92
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,766.97
""-:'" "'. '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21 07 0165
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include OUtri~ht s~usal distributions, and transfers under
Sec. 9116 (a (1. )]
1. Valerie Drogus Collateral 93,835.62
660 Nobel Drive 1-C 17.5% of residue
Santa Cruz, CA 95060
2. Carol Ann Drogus Collateral 93,835.62
14 Marvin Street 17.5% of residue
Clintoon, NY 13323
3. Jhan Mason Collateral 18,767.13
4472 Casa Sierra Vista 3.5% of residue
Paradise, CA 95969
4. Daniel Weitzel Collateral 13,405.09
6971 Mauna Loa Lane 2.5% of residue
Naples, FL 34113
5. Sally Leith Beals Collateral 13,405.09
1651 Coral Terrace 2.5% of residue
North Ft. Lauderdale, FL 33068
6. John Roddick Collateral 8,043.06
601 Baltimore Road 1.5% of residue
Shippensburg, PA 17257
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Shippensburg University Foundation; specific bequest per THIRD A; net real estate 211,147.21
Shippensburg, PA proceeds 208,407.21; memorabilia 2740.00
2. Shippensburg University Foundation, to be added to the George and Meriem F. Kaluger 128,688.84
Academic Enrichment Fund
Shippensburg, PA 24% of residue
3. Shippensburg University Foundation, to be added to the George and Meriem Kaluger 42,896.28
Human Heritage Fund
Shippensburg, PA 8% of residue
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 506059.14
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Kaluger, George
Decedent's Name
Page 4
21 07 0165
File Number
Schedule J - Beneficiaries - 2B
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
4. Shippensburg University Foundation, to be added to the Kaluger and Sweely Scholarship
Fund
Shippensburg, PA 3% of residue
5. Shippensburg University Foundation, to be added to the Fashion Archives Fund
Shippensburg, PA 1 % of residue
16,086.10
5,362.03
6. Slippery Rock University Foundation, to be added to the George and Meriem Kaluger
Academic Award Fund
Slippery Rock, PA 3% of residue
7. Grace United Church of Christ, to be used for general church purposes
121 East Orange Street
Shippensburg, PA 8% of residue
8. St. Elie Romanian Orthodox Church, to be used for general church purposes
Ellwood City, PA 1 % of residue
16,086.10
42,896.28
5,362.04
9. Shippensburg Historical Society, to be used for general society purposes
52 West King Street
Shippensburg, PA 5% of residue
10. Shippensburg Civic Club
c/o Mrs. William J. Fay, 220 N. Prince Street, P.O. Box
Shippensburg, PA 1% of residue
11. Shippensburg Rotary Club, to be used for the establishment of a Rotary Foundation Paul
Harris Fellow award in memory of George Kaluger
c/o John A. Scott, III, P.O. Box 572, Shippensburg, PA 1% of residue
26,810.18
5,362.04
5,362.04
SUBTOTAL SCHEDULE J.2B
123,326.81
BREAKDOWN OF RESIDUARY ESTATE
Net value of estate subject to tax
Less specific bequests as set forth in paragraph THIRD,
Subparagraph A of will:
Gross proceeds from sale of real estate, including
amount received on proration of real estate taxes
less the following:
commission on sale
notary fees
deed preparation
transfer tax
final utilities
County & Borough taxes
13,500.00
12.00
100.00
2,250.00
195.93
911.83
Travel memorabilia
Residuary estate to be distributed among
named beneficiaries
225,376.99
-16.969.70
$747,350.75
-208,407.21
- 2.740.00
$536,203.54
(
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JRZ - 5.1 kaluger.l January 23, 2004
LAST WILL AND TESTAMENT
I, George Kaluger, of 625 Brenton Street, Shippensburg,
. Pennsylvania, being of sound and I disposing mind, memory and
understanding, do hereby declare this to be my will, hereby
revoking any arid all former wills and. codicils thereto by me
heretofore made.
FIRST
I direct that all my just debts and funeral expenses,
including all expenses of my last illness,. shall be pa~ from gny
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estate as soon as practicable after my decease as a p~~qgr;Sf tfj]e
expense of the administration of my estate. _\~~~~ g;
SECOND
_On
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I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, Meriem F. Kaluger,
providing she shall survive me by thirty days.
THIRD
Should my wife, Meriem F. Kaluger, predecease me or die on or
before the thirtieth day following my death I give, devise and
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bequeath the residue of my estate of every nature and wherever
situate as follows:
.A. I give my home situate at 625 Brenton Street,
Shippensburg, Pennsylvania, my travel-artifacts, various
collections of objects, paintings, pictures and slides
and series. of books to the Shippensburg UnilVersity
Foundation, Shippensburg, Pennsylvania. In the event the
Shippensburg University Foundation does not want some or
all of the aforementioned artifacts, then the same shall
next be offered to the Shippensburg Historical Society,
Shippensburg, Pennsylvania. Finally, in the event all of
the aforementioned items have not been retained by either
the Shippensburg University Foundation or the
Shippensburg Historical Society, the Shippensburg Public
Library of Shippensburg, Pennsylvania, shall have the
option to receive the remaining articles.
B. The balance of the residue of my estate of every nature
and wherever situate shall be distributed as follows:
1. Twenty-four percent to the Shippensburg University
~ Foundation, Shippensburg, Pennsylvania, to be added
to fund the George and Meriem F. Kaluger Academic
Enrichment Fund;
2. Eight percent to the Shippensburg University
Foundation, Shippehsburg, Pennsylvania, to be added
to the George and Meriem Kal uger Human Heri tage
Fundi
Page 2
3.
Three
percent
to
Shippensburg
University
Foundation, Inc., Shippensburg, Pennsylvania, to be
added to the Kaluger and Sweely Scholarship Fundi
4.
One
percent
to
the
Shippensburg
University
Foundation, Inc., Shippensburg, Pennsylvania, to be
added to the Fashion Archives Fundi
s. Three percent to the Slippery Rock University
Foundation, Slippery Rock, Pennsylvania, to be
added to the George and Meriem Kaluger Academic
Award Fundi
6. Eight percent to the Grace United Church of Christ,
Shippensburg, Pennsylvania, to be used for general
church purposes;
7. One percent to the St. Elie Romanian Orthodox
Church, Ellwood City, Pennsylvania, to be used for
~
~
y.
r
~
general church purposes;
8 .
Five percent
to the
Shippensburg Historical
Society, Shippensburg, Pennsylvania, to be used for
general society purposes;
9.
One percent thereof to Shippensburg Civic Club,
Shippensburg, Pennsylvania, to be used for general
club purposesi
10. One percent thereof to the Shippensburg Rotary
Club,Shippensburg, Pennsylvania, to be used for
the establishment of a Rotary Foundation Paul
Harris Fellow award in memory of George Kaluger;
Page 3
11. Seventeen percent thereof to Valerie Drogus,if she
survives me;
12. Seventeen percent thereof to Carol Ann Drogus, if
she survives me;
13. Three percent thereof to Jhan Mason, if she
survives me; .
14. Three perceI1;t thereof to Cornell Kaluger, if he
survives me;
15. Two percent thereof to Daniel Weitzel, if he
survives me;
16. Two percent thereof to Sally Leath Beals, if she '
survives me;
17. One percent thereof to Jack Roddick, if he survives
me;
I
...7
t
~
18.
In
the
event
any
of
the
aforementioned
beneficiaries named in subparagraphs 11 through 17
should predecease me or die on or before the
sixtieth day following my death, his or her share
shall be distributed equally among my remaining
beneficiaries named in subparagraphs 11 through 17.
FOURTH
In the event that my wife and I should die in a common
disaster, which for purposes of this will shall be defined as dying
within sixty days of each other, in order to distribute the entire
Page 4
t
~
~
bulk of our estate, including jointly held assets and individually
held assets, in a manner that conforms to the above distribution
set forth in paragraph Third, it is my desire that all assets held
jointly and individually by me and my wife shall be combined and
after the payment of all expenses of both estates, and the
distribution of any specific bequest, the residue shall be' divided
equally between the two estates and my one-half share shall be
distributed in accordance with paragraph Third above. Specifically
as to the amounts bequeathed to an institution or organization, the
maximum amount shall be considered the maximum to be received from
both of the estates of myself and my wife, Meriem F. Kaluger. The
total amount received from both estates shall not exceed the
maximum set forth in each of our wills. It is my intent that these
bequests not be doubled by considering each will separately, but
rather that the maximum be considered the maximum for both wills.
FIFTH
Any fiduciary under this will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
including property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real or
personal,
without
regard
principle
of
to
any
diversification of risk.
Page 5
B. To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of risk.
C. To sell at public or private sale, to exchange or to
lease for any period of time any real or personal.
property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions
as they deem proper.
D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
J
~
~
G.
To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
SIXTH:
I direct that all taxes that may be assessed in consequence of
my death of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
Page 6
SEVENTH
I appoint my wife, Meriem F. Kaluger, as executrix of this my
will. Should my wife predecease me, fail to qualify or cease to
act, I appoint Dr. Francis Norton andOrrstown Bank, with principal
offices in Shippensburg, Pennsylvania, as co-executors of bhis my
will.
EIGHTH
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
last will and testament, consisting of eight typewritten pages, the
first six of which bear my signature in the margin for the purpose
of identification this
~_~aYOf~~~'~
b'/
/. ~~
,2~.
(SEAL)
Signed, sealed, published. and declared by the above-named
testator as and for his last will and testament in our presence,
who in his presence, at his request and in the presence of each
our
han~~;:;;J:n;;:;~~/d.
ji- 9 /. '''kIf)or ' u'~>4
Page 7
We, George
~~,
I
Kaluger,
\~</~~ and
and the witnesses respectively,
the testator
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 testament and that he execu~ed 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 said testator
signed the will as witnesses and to the best of their knowledge
said signer was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
,~~ ~/
Subscribed, sworn to and acknowledged
before me by the above-named signer and
subscribed and sworn to befo~me by the
above-named 'tnesses this day of
, 2~/
I .... }~~~darSe~r ._~.. '.. -'"
: {';,",:n L llsh~el's t~ot!lrv fublie
(('>':.-..........!"':..,._t....".,. ..... .... . ~ .
I ""~--....,,."-.."'.91 8....00>> rrtJ.~l:gil'1l COl.mt'"
r.,! ('_~"":',...:. r!.. t f . ' ~ ./
;.2 ~"-,,,.,,~....',~,'l ~!:M'~~ E"~!'J! !3, ~Jm5)
Page 8
CODICIL
.I,George IKaluger of 625
I
Brenton Street, Shippensburg,
Pennsyylvania being of sound and disposing mind, memory and
understanding, do hereby declare this to be a codicil to my will
dated February 2, 2004.
I.
I hereby revoke paragraph Seventh of my said will.
o
c-
s,g
-'-0
-1~~
C)("j
_ .;,;d .:n
:"--- :u
--l
::J'
"~
Cl
IN LIEU THEREOF, I direct that the following be substitute~
I appoint Orrstown Bank with principal offices in
Shippensburg, Pennsylvania Executor of this my
will.
II.
In all other respects I hereby ratify, confirm and republish
my will dated February 2, 2004 together with this codicil as and
for my will.
~
<:::::>
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f"T1
CD
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a
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-.:iTl
F'i-oO
~-:;. .~, .::)
:~::~~
::;::; ::::J
'. .>c~
:'~~ ~~
'-~-ITl
'J)O
-....;
:to-
::;;::
IN WITNESS WHEREOF, I have hereunto
rlv ..
7 day Of9~A"'AA'''''.O~' 2 M'1-
G e.. "JP-.
set my hand and seal this
hiS
X Ko..{vJu
01Ct.V' t
(SEAL)
Signed, sealed, published and declared by the above-named testator
as and for his codicil in our presence, who in his presence, at his
request and in the presence of each other hereunto set our hands as
attesting witnesses.
1'I<{l ,yr~A--/~-~t/'J ,I( ·
9'fN r;aJ'~, (J11~l1w:J.f/J
Page 2
...:-.
. OMS NO. 2502-0265 "-r
A. \ B. TYPE OF LOAN:
U.~. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2-DFmHA 3.~CONV. UNINS. 4-DVA 5. DCONv. INS.
6. FILE NUMBER: 17. LOAN NUMBER: /11
SETTLEMENT STATEMENT 2007060067 61596466
8. MORTGAGE INS CASE NUMBER: { III
C. NOTE: Th/s fom! is furnished 10 give you e statement of ectua/ settlement costs. Amounts paid 10 and by the settlement agent are shoWh/
Items marked "[POCr were paid outside the closing; they are shown here for informational purposes and are not /ncluded in the Io/a/s.
1.0 :we (2007060067 ,PFOl2007060(67161)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Elizabeth Effenberger First Horizon Home Loans
625 Brenton Street The Estate of George Kaluger and 1555 W. Walnut Hill Lane, Suite 200
Shippensburg, PA 17257 The Shippinsburg University Foundation Irving, 1)( 75038
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
625 Brenton Straet Chelsea SetUement Services
Shippensburg, PA 17257 July 19, 2007
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
494 East King Street
Shippensburg, PA 17237
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 225,000.00 401. Contract Sales Price I 225 000.00
102. Personal ProDerIY 402. Personal ProDerIY
103. SetUement CharQes to Borrower (Line 1400) 9452.09 403.
104. Pawff Mortoaoe 404.
1 05. Pawff Mortoaae 405.
Adjustments For Items Paid By Saller in advance Adjustments For Items Paid By Seller in advance
106. CountvlBoro Taxes 07/19107 to 01101108 376.99 406. CountvlBoro Taxes 07119/07 to 01101/08 I 376.99
107. School Taxes to 407. School Taxes to
108. Assessments to 408. Assessments to
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 234,829.08 420. GROSS AMOUNT DUE TO SELLER 225,376.99
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. DeDos~ or earnest monev 2,500.00 501. Excess DeDosit (See Instructions)
202. Princioal Amount of New Loan(s) 213,750.00 502. SetUement Charaes to Sailer (Line 1400 16969.76
203. Existina loan s taken subiect to 503. Existing loan s taken subject to
204. 504. Payoff of first Mortgage
205. 505. Pavoff of second Mortaaae
206. 506.
207. 507. (DeDos~ disb. as Droceeds)
208. 508.
209. 509.
Adjustments For Items Unaaid Bv Seller Ad'ustments For Items Unaaid Bv Saller
210. CountvlBoro Taxes to 510. CountvlBoro Taxes to
211. School Taxes 07/01/07 to 07/19/07 98.36 511. School Taxes 07/01/07 to 07/19/07 98.36
212. Assessments to 512. Assessments to
213. 513.
214. WalerlSewerrrrashlRecycling 58.05 514. Water/SewerrrrashlRecvclina 58.05
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER ; 216,406.41 520. TOTAL REDUCTION AMOUNT DUE SELLER 17,126.17
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower (Line 120 234,829.08 601. Gross Amount Due To Seiler (Line 420 225,376.99
302. Less Amaunt Paid BvlFor Borrawer (Line 220) ( 216,406.41) 602. Less Reductions Due Seller (Line 520) ( 17,126.1
303. CASH ( X FROM) ( TO) BORROWER 18,422.67 603. CASH ( X TO)( FROM) SELLER 208,250.82
I 'C"7 L
(..t.L[/t{)::./ -
(J
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any
/'
L. SETTLEMENT CHARGES
700. TOTAL COIllMISSION Based on Price $ 225000.00 @ 6.0000 % 13,500.00 PAID FROM PAID FROM
, Division of Commission line 700 as Follows: BORROWER'S SELLER'S
701. $ 13,500.00 to Sailhamer Real Estate, Inc. FUNDS AT FUNDS AT
702. $ to Sailhamer Real Estate, Inc. SemEMENT SETTLEMENT
703. Commission Paid at Settlement 13,500.00
704. to
BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN
B01. Loan Ori ination Fee % to
B02. Loan Discount % to
B03. Appraisal Fee to Schilling Appraisals POC:B300.00
B04. Underwriting Fee to First Horizon Home Loans 250.00
805. Tax Service Fee to Total Mtg. Solutions 90.00
806. Morloaoe Broker Fee to America's Lendina Source 750.00
807. Processing Fee to America's Lending Source 500.00
808. MERS Fee to MERS 3.95
809. Funding Fee to First Horizon Home Loans 45.00
810. Flood Detennination to Federal Flood 26.00
811. Commitment Fee to First Horizon Home Loans 250.00
812. Yield Spread Premium to America's Lending Source POC:1603.13L
813.
814.
815.
816.
817.
818.
819.
820.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 07/19/07 to 08101107 @ $ 39.336000/day ( 13 days %) 511.37
902. Mortaaae Insurance Premium tor months to
903. Hazard Insurance Premium tor 1.0 Years to Erie Insurance Exchanoe POC:B502.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000 months $ 53.50 per month 160.50
1002. Mort';s"e Insurance 0.000 months $ 138.94 oar month
1003. Counlv/Boro Taxes 6.000 months $ 69.08 per month 414.48
1004. SchoolTaxes 2.000 months $ 157.94 per month 315.88
1005. Assessments months @ $ per month
1006. months @ $ per month
1007. months l1ll $ oer month
1008. Aoor""ate Adlustment months l1ll $ per month -329.84
1100. TITLE CHARGES
1101. Transnortation Fee to Outsource Out ot Office 250.00
1102. Trtle Search Fee to
1103. Title Examination Fee to
1104. Title Insurance Binder Fee to
1105. Document Preoaration Fee to Joel R. Zullinger Esa. Deed Preo. 100.00
1106. Notarv Fee to Chelsea Settlement Services 20.00 12.00
1107. Attomey's Fees to
includes ebove item numbers:
1108. TiUe Insurance to Chelsea Settlement Services 1 483.75
7ineludes above item numbers: )
1109. Lende(s Coverage $ 213,750.00
1110. Owner's Coverage $ 225,000.00 1,483.75
1111. AL T A Endorsements to Chelsea Settlement Services 8.1/1001300 150.00
1112. Bankruptcy Search Fee to Chelsea Settlement Services 15.00
1113.
1114. Express Overnight Fee to Cheisea Settlement Services 17.00
1115. Closing Protection Letter Fee to Stewart TiUe Guaranty Co. STEWART 35.00
1116. Wire Fee NA
1117. Tax Certification Fee
1118. E-Mail Fee to Chelsea Settlement Services 25.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ ; Mortgage $ 80.50; Releases $ 80.50
1202. Cilv/CounlvTaxlStamns: Deed 2,250.00' Mortaaae Convevance Fee 1,125.00 1,125.00
1203. State Tax/Stamos: Revenue Stamos 2 250.00; Mortoaoe 1125.00 1125.00
1204. Deed Recordina Fee to Chelsea Recordino Account 43.50
1205. Recordino Service Fee to Chelsea Recording Account 20.00
1300. ADDmONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Insoection to Chamberlin Pest 75.00
1303. WaterlSewerfTrashlRelOVclino to Borouoh ot Shiooansburo RE: #4003500-0 4003500-0 195.93
1304. Est 2007108 School Tax to Elizabeth Effenberaer 32-34-2413-247 2,000.00
1305. 2007 CountylBorough Taxes to Angela Facchinei RE: #32-34-2413-247 32-34-2413-247 911.83
1400. TOTAL SETTLEMENT CHARGES IEnter on Unes 103, Section J and 502, Section K -" 9,452.09 16,969.76
By '''''01g pag.' oflhi............Ih....,.Iori.. -- _;ptof."'mp_COPYofpago2oflh"two~ ./ L U,(('1~t--.-
Chelsea Settlement Services 0
Certified to be a true copy.
Settlement Agent
(2oo7060067 1200706lX167 /61 )
Page 2
ORRSTOWN
FINANCIAL ADVISORS
A Tradition. of E:rcelIence
Account.: 5000 0178005 GEORGE AND MERIEM F KALUGER
INVESTMENT HOLDINGS AS OF 2/8/2007 (DOD)
CUSiD No. Security Name Shares I Par DOD Value 000 Price Accrued Income
04344099T 06 TIME DEPOSIT OPEN 52,669.6600 $ 52,689,88 1.00 $35.70
31331 QMZ7 FFCB 5.05 12/27/12 10.000.0000 $ 9,721.90 $ 97.22 $57.51
31331TE64 FFCB 3.06 5/11/07 15,000.0000 $ 14,796.40 $ 98.66 $110.92
3133XOXP9 FHLB 5.5 9/12/13 30,000,0000 $ 29,475.00 $ 98.25 $689.17
3133X1P27 FHLB 410/27/08 25,000.0000 $ 24.250,00 $ 97.00 $260.56
3133X66F8 FHLB 3.565 4/30/0B 20,000.0000 $ 19.471.90 $ 97,36 $194,09
3133X6WJ1 FHL6 5% 5/10/11 15,000.0000 $ 14.683.65 $ 97,B9 $163,33
3133XAZQ3 FHL9 /I 6129/07 10.000.0000 $ 9,900.00 $ 99.00 $43.33
3133XO:?S9 FHLB 5% 9/22/10 15,000.0000 $ 14,725,80 $ 98.17 $263,33
70914'IWJO PA STATE 5% 5/1/20 25.000.0000 $ 26,379.68 $ 105,52 $336.81
951605852 W BRANCH PA 4,8% 20 15.000.0000 $ 15,326.05 $ 102.19 $286,00
MBCD1799A M6NA CD 3.86 6/18/07 27,626.2400 $ 27,626.24 $ 1.00.
PFCD1799A F'FCU CD 4.9 10/4/08 71,221.2500 $ 71.221,25 $ 1.00 $354.42
PSCD1799A PSECU CD 4.58/17/09 27,978.8800 $ 27.978,88 $ 1,00 $28.62
TOTALS $ 358,250.83 $2,863.99
DATE:
BY:
.
ORRSTOWNBANK
A Tradition of Excellence
May 1, 2007
77 Ea...t King Street
P.O. Box 250
Shlppcnsbwg, PA 17257
To: Daniel Baer
77 East King Street
Shippenshurg Pa 17257
From: Traci Shaffer
Orrstown Bank
Customer Service Center
PO BOX 250
Shippensburg, Pa 17257
Re: Estate of George Kaluger
Date of death February 8,2007
IT TS HERER.BY CERT1FJED THAT THE ABOVE NAMED DECEDENT. ON THE
A BOVE DATE. HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK.
CHECKiNG ACCOUNT
Account # Title of Account
/502448 George Kaluger
Meriem F Kaluger
Date ooened Principle Accrued Interest
05/01/81 5601.12 0.38
SA VJNGS ACCOUNT
Account # Tjt!e of Account
Date opened Principle
Accrued Interest
CERTIFICATE OF DEPOSTT
Account # Title of Account
400011466 George Kaluger
Date Opened Princinle
7110/06 16319.61
Accrued Interest
51.04
x
30050726 George Kaluger
IRREVOCABLE BURIAL FUND
'jPSE(~
.4"--' u, -':::':":':=:=:... ...., .-.. . ..- .,...
March 27, 2007
ACC01.mt # 0178140409 & 1178140409
DANIEL K BAER
TRUST OFFICER
ORRSTOWN BANK
PO BOX 250
SHIPPENSBURG P A 17257
DiZar MR BAE.R! ..
The followin~ is tbe status ofGEORCE KULUGER's primary account (0178140409) with rSECU as of the
date of death.
Joi.nt Owner's Name
Date of Death
Date of Birth
NONE
02.08.2007
09.20.1921
Share
SOl
~~
Description
Regular Shares
MoneyHandler
24 Month Certificate
Open date
07.15.1978
Balance
$ 642.32
6.16
27,978.88
Accrued Dividend
$ 0.15
0.00.'
28.82 /
08.22.2006
The dividend earned from January 1,2007 through the date of death was $156.68. The decedent had no loans with
us. We do not have safe deposit boxes for our members.
The following is the status of GEORGE KULUGER's prefix account (1178140409) with PSECU liS of the date
of death.
Joint Owner's Name
Date of Death
Date of Birth
NONE
02.08.2007
09.20.192 ]
Share Description Open date Balance Accrued Dividend
SOl Regular Shares 05.05.1993 $ .5.49 $ 0.13
S 04 MoncyHandlcr 05,05.1993 I /.E--=:>~ 0.00
t/C 50 60 Month Certificate 05.05.1998 V ( 53,634.44 40.43
The dividend earned from January 1, 2007 through the date of death wa 2.J..!U=1:/ ~"t bdd t....!.&- l)~ .
Jfyou have any questions, please ea11234.8484 in Harrisburg 01' our toll-free number, (800) 237.7328. At the menu
prompt, enter 6 and then extension 2227.
Mea ie Fa' x
Member Service Representative
Finance Support Unit
'.....
(~l.
Pennsylvania State Employees Crec:lit Union I
Main Addn:M$: I Credit Union Place, Harrisburs;!. PA 17110.2990 . 717.234,6484 . 800.237.73281
'Ti,i5c'r~dir'~,;j;Re-ceTve-rTI m-e;~-&?f~!~i'6:~;rfCSr 14'.p ~:i~~~~~fq~f!g~~~;~i~Al~~~;?6-~91 ~ ~. _?l_?.:!_Z.!~?-! qO@QL:. 80~~;e~;:C~~'+ - ..
FEDERAL CREDIT UNION
April 1.1, 2007
Orrstown Financial Advisors
ATTN: Daniel K Baer
PO Box 250
Shippensburg, P A 17257
- RE: Estate of Dr. George Kaluger .-. ,
To Whom It May Concern:
I am writing in response to your request for date of death values on the above referenced
member. This account was owned jointly with his wife Meriem Kaluger.
Account
361780
Prime Share 00
36 Month CD $50K 40
Date of Death
Princi a)
$5.05
$71,221.25
Accrued
Interest
$0.01
$354.42
Joint Owners
Meriem KaIu er
Meriem Kalu er
If you have any questions with regard to the above balances, or need additional information,
please feel free to contact a Membership Officer at 71.7-263-4444.
Sincerely,
Patriot Federal Credit Union
800 Wayne Avenue, Chambmburg, "A. * (717) 263-4444" Mailll1l,;Add.ress: P.O. Box 778, ChambcfSbu~, PA 17101.0778
Received Time oct. 10. 1:24PM
- .
~_ '~t,. I I : . . . '
. ,DAN HERSHEY'S AUCTION SERVICE, LLC
582-4647
-
Steve Ege
Cell: 717-385-5438
Chris Bream
Cell: 717-226-1920
SELLERS NAME E5t-uf~ of ~orq C? K~l U.9 ~,r DATE 5-'6 -0 '7
- 1
ADDRESS ~tiw\ ()a.,Y\ BeA.r (0)0 a6'o 5~ippff\'5~{9 '7a1,HONE 5~o -3 qQ3
OTHER ~\). \~ ~\\&\\f\'\ 14 ('1\ t,,~t5 p~r ~otki ~t( It\o..f\ AUCTIONEER % \ S
...
AUCTION DA TEILOCA TION
CLERK %
DESCRIPTION OF MERCHANDISE
\ ;;(, ffo."(\5~f1\Q ~~~-) J. \\1~r,,~ollt\ \ s[fr ff'I\:(~51 -tlq1 f.c.)Q~F 5(>t (~f~(alAcf :,AJde(1 ~)
~~ ,,~ps{ql (6oK~,"'\t(O~~~ f<'ii~II\~6/() ~o(j ItrY\O~\1"a(Je"()II~ 50~
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~,^\V\q ~h.OOo..Y\" {j ~eelf\ -to.1l.e. \,JlichA,,'Y5, ~ho9~ ql\~r'\ '\'\11\ IOfV1oy I 1\ cl,rt;{O I M',{fOrr
f..CP" ~ ( \ ' . , I \
\\ 5ih)f'f P fft\. 5~ ~ iv'C\Y \.tJih"W\ "bqtyA) I [L\q'O cqb,~er I LVI h. ~ (~to".5 fffn(~ ~t 501,\
e, ~er , . . ,-
~~r;p. , ~tt \\"tr Plc...\\O W~~\ d~e('" 5 ~\.\~,lY\eh Ie tc\,'y\ q u.1\(1'~ (lo(K.' (odf.?.A v.ff'\,'((or
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Qf\t~r ~" pl~~ tlcrl-lV ~\l,,0\.\~1- nt~holCl~ V tl)ee desK H,~~ ("t5+,cJr(1$~rlv{."rfOr ~tl'\C \
- I 5 q"""
W~~r ~'l, \ofr ~t b4.by ~)q\l', WOV< IDft.tft\fll" I ( ~.l ktVl (4. t . bl<<c;. D~t1 qld ~~("k.dt$f'~
'~"^tr I , '. · J I , 7 .....(c~(V'
:)0..\ ~~"':t~ \'-~i - ~(> ~~e'S Dl J tnC.llll\. ,ldwqr\/) 5f't'(..t.J(lJ'( ~cJI.\~e, po-t'\'l:> ~or\\i 5~(~ ( I fioH 5 .feV {
~U\U\\~'Jt-\ ~e'^t-efj ~~ Oli.\\ ~~
I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or lluthorized represen.
tative of the merchandise, goods and or property and bave good title and the right to sell and that they are free
from all incumbrances. 1 agree to accept all responsibility for providing merchantable tj,tle and for delivery of
title to the purchaser. I agree to hold hannles. the Auctioneers .g~ of tho ""ure marred to in
7~~/ ~O
AUCTION SION'ATURE 'J......~ErS SIGNA'tURE
Total Sales (Clerking Tickets Attached) $ 2 t.f Q'13. SO
Less Sale Expense:
IS % Commission Auctioneer $ 3 7 '-II . 's z
% Cotnmission Clerks $
OTHER: R~;ldi"C'4 (<:'ert-bJ 1..10, (;.)~ L Cbe,{'" Z 'Ie, 7, so flJu r'7C,,!ilSL-
~
Ir;; '\ h 2 ~:>. 6l'':>
TOTAL SALE EXPENSE DEDUC'rED $ 70 1ft 0 z..-
SELLERS NET $ 17 Cf Z Pi. t./ 8
. . ~~O - 1 ........24-PM
AuR e c e i ve d T I me'lOct. 1. : SELLERS SIGNATURE
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Appraisal Report
Travel Memorabilia
George Kaluger. decMsed
For
BstBIa ofOeorge XaI~
Aloe
August~2007
By:
Dan~. AllCtioDew Service
StaYeQ E. Ese aDd Cbrls Bream
Auctioneer j; Appraiser
190 West High Street.
Carlisle, P A 17013
717..532--4647
Received Time Oct. 22. 10:04AM
P, 03
fD)~fCJJW~~
!I1lGG - 8 ~7 J};
S.lI. FOurJDATION
-
,. I '.
..
.'~' ,:j~
.
Art Dr.partIDen$
VIrious PIIbUiap/Ph:tum.from the Ori-n (1 J)
VariOll& Books (16)
CMwd B1tpbant
Orienbd ClMna
PD_aiD Bowl wlStaad (lIp1MM)
PaiDted Ivmy Piece (J1lpIMIe)
Folded lapmeae P4iD.tlDa
Small MJsceu..au Pieces (7)
Small OmatDeotal CoDtaiDers _IUds (5)
Small om.tWAI Bow1J (BlUs) ())
GoldlWbito 'apmsae Plate wlStaad
CatYed Ivory Piece
Painted ~ Box wlLitl.
Camd Jig wlSiIad
C8md Ivory Fipns (p.)
IJ'Gft Pipe - H-.l u is
ara. F18'R
Anim81 Piple
Whim Hone on Base
DrIp1 r.. OD. Staod
san BINs Pip
Golden Pi.- wlStabd
Small c.v.t.lbw
Small CaIwd Box w/Mcmbla LW
sman COJll* PJab
Metal OWl
0riIIJ!I1 Soldta' on HOl'P wlFlag
Smell B1'8I8 Tee Pot (lQdJa)
lade Horse Fipre (Type)
Wood ~ (BirdIOwI)
MamIe Owls Figure (Poq( Side by Side)
smaU WoocI&D Tadle
Small Wooden Pipn
Small ~Pl'O
Grcca Ida.! Bell
MIlItIl Pl_ w/BaUdy
8rowD.H~g;~TapIStIy-Woval
I?ntr1ecl Tapestry
l.atp CbD:se IW
Pabad Bark Slab
Premed 0armsIPiDB (4 CMes)
~ BaakIt of Shells
Bro'M\ Caned Paee CHMPns)
Wooden BpcMwlPis1A'e OIlEad
Carwd Piah w/PiJh
Received Time Oct. 22. 10:04AM
$11 0.00
S 3OJ)O
S 5.00
S 10.00
S 20.00
S 30.00
S 20.00
$ 20.00
S 50.00
S 20.00
S 10.00
S 50.00
S 15.00
S 10.00
. 50.00
S 10.00
S 10.00
$ lO.OO
$ 20.00
S 15.00
S $.00
S 15.00
S to.OO
$ 15.00
S 10.00
$ 5.00
$ 50.00
S 5.00
S 2S.00
S 20.00
S 40.00
$ s.oo
S 5.00
S 5.00
II 15.00
$ 20.00
S 25.00
$ 20.00
I 10.00
$ 10.00
$100.00
S 25.00
. 25.00
S 20.00
S 10.00
.
AI1 Deparnn_ c.tbu1td
RoIId Carviat-OPeainI at Top (From Mexico)
12 inch Carwd Fapre
Wooden Carved Huntar
WbitePaintedBlepl1ar4
wt1l ~"I~ (LoqINarrow)
Wall HJl!QIi.-'I'bree: Mask
llauad Inm CanIster
Woodal Bene.... LayiDg Dowa
0rianta1 Marionette Doll
II'G'WI1 Elepb-
Wooden Carved T1Il1:Ie
Small bier Size WoodeD c.ved Ptecea
Carved WoodeD BUd
Tall WoodID bird Oamug
Necldloe- WoodeD CatvlDc
BIIdIrd N...
VarimIB JewUy""
RecVYc&l1ow Wma Pa
B1ackIBro~ ClothF.
Stone Q1rvI4 PiIb.
MUBic Iascrummt wlBird
Small B,. Liatd
P-9l'lSWoodeaMaak
Wovea MIlk
Woodell Carved FJoa
LaDg N8I'IOW c.vect Turda
Metal Bugs (PTam MCIIDCaO)
MeIa1Fieh
WocdeD ButuI,y
WoodeD Fi&ure SmokiDB a.~
Wooden CIrwd Basket
SmaD Wood.eQ Carved tUrtle
loDgINsnow Carved MIlk
lbsdIGMn PaiDtccl Mask
Wooden MasicallasCrUm_
Phpbant Ie ~.,. '10m HualcllOrasa
c.ved StniD8 Utxtuil (PIIJIl\ Mali)
smalt Brue ARlope
Qned~~
Hone S1BtDe
TotBl
Received Time oct. 22. 10:04AM
. 05
S 15.00
S 15.00
S 15.00
S 20.00
S 25.00
S 30.00
S 15.00
S 2$.00
S 2$.00
S 10.00
$ 10.00
S 2$.00
S 10.00
S 20.00
$ 10.00
S 10.00
S 25.00
S S.OO
$ 5.00
S 10.00
S 25.00
S S.OO
S 20.00
S 20.00
$ 10.00
S 15.00
S 20.00
S 10.00
$ 5.00
S 10.00
S 10.00
S 5.00
S 10.00
S 10.00
S 20.00
$ 25.00
S 15.00
S 5.00
$ 10.00
S 10.00
$1595.00
)
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""-\ ~ co\OtfG\ ~
::: ~ ,. fIO'I''' 00.-
~..V'C~oG~
-.1 '81:BI8 ~ \.... _fttd
~\. Clt"eA J;'Je--
M_~f~
_ 14.- -ae\\ ~\..
'" W~'t~fQP'
~~~
'-1 !tal ~
~~~
~~~Of~.~i\eVa1WY
~~_'1~_ ;;"_,Clfd($'l'OP
__ wOO'l8O _-~~t;~-C&2& 01\ 'tot
-\1l~~1o--.
--.3. ~ seal
-.\ s-n ,eat\ ~ '1\.
""'-..\~fot
~ ,.-Y\-- of. af1III&
~"oodJSl '&eel
""'-l --~ f\I\>>':""
~ ~-a\tclS .
'l'r.\1 VI........ ~~ ~ 1.'IiDI'"
_-.\'Qo\1~ uosn ~ --
~ "B\d.~MCl
--...\ "__'OpeO~--
~~ .
~ ~atlO'ft~
-..s d._~.l4~\e lAO.
~~~~
~ leal flOl\\~ Ta\l.&
~~ fot QoIS&
-...\ ~ '90\\ for Sb88P
vado\\li 3~Y ~
-V.no-1'OO\CI (4\6)
1'otal
. j 'rime octn. \~..~4~"^
Rece\'HU \
$ \0.00
$ 15.00
$ l.O.()1)
, \5,00
$ \0.00
$ \0.00
$ \0.00
, 5.00
S 5.00
, \0.00
, 10.00
$ \0.00
S 5,00
, 10.00
, \0.00
S '),0.00
S \0.00
, \0.00
$ to.oo
, ~S.OO
, S.an
S \5.00
S \0.00
$~'OO
$ \S.oG
S \5.00
$ S.OO
, \0.00
, ~.OO
, ~.OO
$ ~O.oo
s '25.00
$ 5.00
, \0.00
, ,.00
$ \0.00
, \5.00
$ 21).00
S '}.5.00
S 'lO.00
S \5.00
$ 15.00
$\50.00
$110.00
~
, .
- _____. ..... _..... ......_ .. I
r HlI l'4U.
. .
CeepaplQtJEartJa Seieace DtpfIJ bMIIt
~ RocbIMkwal SaalpIes (6)
~ Apte BoobDds (Pq-)
'''-I Vari0a8 Videos
""l AsIortecl SbdII
........ Book - Gboat T~ af'tbc W.
$ 50.00
S 25.00
S 20.00
S 25.00
S '.00
5125.00
Total
BIoIou' ne.p4 t.._t
Assortment otVarlaus SheBa
Ship,.,..... UIIIV......, ArttIns
-.I Collection of~ ofthf t1JdverIity
~ CoO_em. ofCUerleadiDc Pictures, *-
...) BoodaJiom ~
~.hintlnp -- SU~
Tofal
S 25.00
S 25.00
$100.00
$125.00
It is our opinion that the ~ IlRcm-va1ue ofb above itlms is s~ 740
as of August 2, 2007.
s~~~
4lL~
Christopher A Bream, auc:doneerl1. appraiser
Received Time oct. 22. 10:04AM
p, 07
Xm~rjprise ct
.Financial
RlvorSource L1fl! Insurance Company
RiverSource Funds
Amerlprise C<<tificate Company
Amerlpri$e Brokl!rage
70100 Ameriprlse Financial Center
Minneapolis, MN 55474
July 5, 2007
MERIEM F KALUOBR
625 BRENTON RD
SHIPPENS13URG, PA 17257.2113
RE: GEORGE KALUGER
Cheu,t ID; ]0311537
Dear MERIEM F KALUGBR:
Upon review of our files, we detennined that documents we previously requested bave not yet
been received for tlle accounts in which GEORGE KALUGER is listed as owner, insuTed,
annuitant, or fiduciary. Please submit the required documents at your earliest convenience.
Please note: If a beneficiary chooses to not complete a claim at this time, it is essential we are
notified so we may update our records accordingly. If you are in receipt of this lc::tter as a legal
representative of tbe 'elltate, please forward to us any information which will enable us to
directly contact the bcnl!:ficjary(ies).
More information regarding thc R'ltate Settlement process is available 0.0 the Ameriptise.com
web~ite. To view the "Estate Settlement Frequently A~k:ed Questions" page on the website,
type "Estate Settlement FAQs" in the search field on the web:;ite bomepage. press tbe "Enter"
key and :;elect the fU'st item on the "GJ...()BAL" list.
Tfyou have any que:;tions, please contact the AlDeriprisc financial advisor, . at or contact u:; at
tbe phone number listed below.
Thank you for your assistance.
fhy
Sincerely,
Christine Meath
Deatb Settlements Processi.ng Team
""9 70100 A me.l'iprise Financial Center
M.inneapolis, MN 55474
1-800-862-7919, Option 5,1
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Insuranae and annuities
<'ll'e issued by RiverSource
Life Insurance Company,
an AmeripriRe An/lll'lciQI
company. Amerlprlse
Brokerage is provided by
Ameriprise financial
Services. Inc. Arneriprise
Financial ServlCQs. Inc.
Member NASD.
Received Time Oct. 22. ,10:04AM
SHIPPBNSBURO POUNDA TION
AnN RHONDA HURST
1871 OJ..D MAlN DR
SHIPPENSBURG, PA 172S7
R.e: Abtluity Contract Number 93002090460 1 004
. ....-.- _I. ._1..... II'....
Oar SHIPPENSBURG FOUNDATION:
We ba~l approved your reqt.lGSt for tht: Sbippensburg University FoUftdalion to continue to
rective payments IU beDCficWy orrha above aDDWI)' ooD1ract. As part of our process, we have
c;hanged the owner anll taxpayer Toles to the fQU11dations. PlmallO keep this letter as a record oC
this cJuuge aud oC the infonoation outlinM below.
Under sc~te QOver, a cheek bas been issued for the $-1-07 tbrollgb 8-1-07 payment(s) that
accumulated iD the account after the date we were Mdfied" of the death. In additioD. the
foundation is also eIltit1ed to the g.1.07 and 4-1-07 paymcm(s) that generated after the date of
death, b\l1: prior to Our being notified. Please COl:Ulct the. estate of GBORGB KALUGBR for
reimbLtnC1Dent.
Iu per tile termll of1be contract/endorsement, the foUadatiODS will receive 5183..55 monr.bJy
until1()'1-2018, the last guaranteed payment date. These paymentl will be made on QrbefoTc
the due dare.
ACC:Ordilll!: to tax treatment rules outline4 by the Inmul Revenue Service, we have clctenniucd
thtt fA)CfJ$lU'e due on this contract in the CL1IICOt year.
If you blwe any questions or fUrther service noeds, please contact this office at the Ullephone
number listed below.
Sinoerel;v.
Sally Campion
Deferred .J\muitization
701~ Ametiprise Financial Center
Minneapolis, MN 55474
1-800-8(;2- 7919, Option S, 1
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Received Time oct. 22. 10:04AM
lneuranoe oI'll'lCl "nnll~le!l
8M IULH)C! I:ly FIlverSOIJI'C
Life Insurance Company.
an Amer1I)l'lM Financial
oomP8l'lY. Al'lleriprlse
Brol<&ragQ Is prGIItdlllCl by
A",etlpriN Financicll
ServIces, Ino. Amerlprise
Flnenolat ServlO&$, Inc:. '
~cor NASCl ' .