HomeMy WebLinkAbout01-0619
Estate of
also known as
PETITION FOR PROBATE & GRANT OF LETTERS
No. 21-01- to I q
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
LAMAR H. CRAIG
, deceased.
Social Security No.
171-24-9323
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Co-Executors named in the Last Will of the above
decedent dated March 20 . 2000, and codicils dated none . 19----=. The
Executor named none died Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 548 BridQe Street. New Cumberland
Decedent, then 1L years of age, died June 15, 2001, at
HarrisburQ Hospital. HarrisburQ. PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$12.000.00
$
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
Robert W. CraiQ
3 Pine Tree Drive
New Cumberland PA
717-774-6370
Car tJ-W.1 r/ r;rfA lJ tf"
Carolvn G. Craia .
17070
3 Pine Tree Drive
New Cumberland. PA 17070
717-774-6370
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Swam to or affirmed and subscribed ~ ~' ~
' befolcrN~e this ~86~ day of Q - RObe!!i~raiL -; ---I.. ~ /
Ro~9ta~~nG'Cffii~ ~
~_ ;>L{u-i\
No. 21-01- 619
Estate of
LAMAR H. CRAIG
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, JUL Y 2, , 2001, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
March 20. 2000 described therein be admitted to probate and filed of record as the
Last Will of Lamar H. Craiq : and Letters Testamentary are hereby
granted to Robert W. Craiq and Carolvn G. Craiq
FEES
Probate, Letters, Etc. . . . . . . . $ 50.00
Short Certificates( -2- ) . . . . $ 6.00
Renunciation(s) . . . . . . . . . . . $
JCP ... . . . . . . . . . . . . . . . . . $ 5.00
Other Will Paqes (-2-) .... $ 6.00
TOTAL: .... S 67.00
Filed. . . .J.UL Y .2, . 200.1. . . . . . . . . . . .
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
Called attorney on 7-2-01
LAST WILL AND TESTAMENT
I, LAMAR H. CRAIG, of the Borough of New Cumberland, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my
brother, Robert W. Craig, and if he is not living at the time of my death, to his wife, Carolyn G.
Craig.
4. I nominate and appoint Robert W. Craig and Carolyn G. Craig be the executors of this
my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representative retain the servIces of Irwin,
.
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2.c:l '! day of
March, 2000.
~~~
(SEAL)
Signed, sealed, published and declared by LAMAR H. CRAIG, the above named
testator, as and for his Last Will and Testament, 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.
elh7t/ eJkI
~i::L~
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LAMAR H. CRAIG, CHERYL L. CLELAND and MARTHA L. NOEL, the
testator and witnesses respectively, whose names are signed to the 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 purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
ER L. CLELAND
~HA~~~
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, LAMAR H. CRAIG, the testator
herein, and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 2.Ow day of March, 2000.
Notarial Seal
Roger B. Irwin, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Oct. 3, 2000
Member Pennsylvania Association of Notaries
G
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
LAMAR H. CRAIG
Date of Death:
June 15.2001
Estate No.:
21-01-0619
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on Julv 23.2001
Name
Address
Robert W. Craig
3 Pine Tree Drive. New Cumberland. P A 17070
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
07/23/01
1.ctL.
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
____u__ fold
ESTATE INFORMATION: SSN: 171-24-9323
FILE NUMBER: 21-2001- 0619
DECEDENT NAME: CRAIG LAMAR H
DATE OF PAYMENT: 08/13/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/15/2001
NO. CD 000139
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,929.25
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROGERB IRWIN, ESQ.
CHECK#17783
SEAL
INITIALS: SK
RECEIVED BY:
$5,929.25
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
! t .-;2~tJ -1/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE P~17013-1102
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-24-2001
CRAIG
06-15-2001
21 01-0619
CUMBERLAND
101
5~.
REY-1547 EX AFP 112-DDl
LAMAR
H
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .......
REY=is'4-j-EX-AFP--fi'2-:00Y-NO'TicE--OF-YtiHERiTANCE-TAX-A-PPRAisEifENT~--ALrOWANCE-(fR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CRAIG LAMAR H FILE NO. 21 01-0619 ACN 101 DATE 09-24-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
52,011.01 X 12 = 6,241. 32
.00 X 15 = .00
(19)= 6,241. 32
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
21,844.48
35,176.75
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,988.03
22.19
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
57,021. 23
1i.0lO 2?
52,011.01
.00
52,011.01
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-13-2001 CDOOO139 312.07 5,929.25
TOTAL TAX CREDIT 6,241. 32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoy~nt to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your pay~nt to the Register of Wills printed on the reverse side.
--Make check or 1I0ney order payable to: REGISTER OF KILLS I AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by cOllpleting an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forlls ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans. Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar 1I0nths after the decedent.s death, a five percent (570) discount of
the tax paid is allowed.
PENALTY:
The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax allnesty period. This non-participation
penalty is appealable in the same lIanner and in the the salle time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (670) percent per annUlI calculated at a daily rate of .000164. All taxes which beca~ delinquent on and after
January 1, 198Z will bear interest at a rate which will vary froll calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOl are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z ZO% .000548 199Z 970 .000Z47
1983 1670 .000438 1993-1994 n .00019Z
1984 1170 .000301 1995-1998 970 .000Z47
1985 1370 .000356 1999 n .00019Z
1986 1070 .000Z74 ZOOO 870 .000Z19
1987 970 .000Z47 ZOOl 970 .000Z47
1988-1991 1170 .000301
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becolles delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If paYllent is made after the interest computation date shown on the
Notice, additional interest must be calculated.
CAPB
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. -
REV -1500 EX . (6-00)
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Crai Lamar H.
DATE OF DEATH (MM-DD-YEAR)
fo -' cJ. t/o--
51<
c...
1. Original Return
4. Limited Estate
6. Decedent Died Testate
OFFICIAL USE ONLY
FILE NUMBER
21-01-0619
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
171-24-9323
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 0
3. (date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
49-2353
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule Gar 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)
14. Net Value Subject to Tax (Line 12 minus Line 13)
Copyright (c) 2000 form software only The Lackner Group, Inc.
(Attach copy of Trust)
o 10. Spousai Poverty Credit
P NAME
C
0 0 Ro er B. Irwin Es
R N FIRM NAME (If Applicable)
R 0
E E IRWIN McKNIGHT & HUGHES
S N
T TELEPHONE NUMBER
R
E
C
A
P
I
T
U
L
A
T
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N
o 11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
',.~j!J\fjX~~~l"IQNI~Qt;Qlje.QJaEC'b$D.TO:"'"
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
(1 )
(2)
(3)
None
None
None
OFFICIAL USE ONLY
(4)
(5)
None
21,844.48
(6)
35,176.75
None
4,988.03
22.19
(8) 57,021.23
(11 ) 5.010.22
(12) 52,011. 01
(13)
(14) 52,011. 01
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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
20. .W~J<;.(:."Ji.f::;'(qQ::ARe:.QQ.$r.8.~:~i"~~"Q;~::A"'PV."P~YM~'t:,!:
"'::UUf'!":)":;':;':'::>>...:'E'.$URe.T:Q'~a'~"QUE$TION$.QN!~I;IiI$E'$Ipe:4NQ.:tO'"CI:f~'MA1''''.!~.*''...''''';:'''';;'''......
0.00 X .0 0 (15) 0.00
0.00 X .0 45 (16) 0.00
52,011. 01 X .12 (17) 6,241. 32
0.00 X .15 (18) 0.00
(19) 6,241. 32
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
548 Bridge Street
CITY I STATE I ZIP
New Cumberland PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,241. 32
312.07
Total Credits ( A + B + C) (2)
312.07
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
. . -.".. .., :'::, :;:;:::,:In:i: :Hnnj~1nUn: i i: l::: [[[~H1:~HH~~[~[~n~~1nnjiij ::~:~<U~1~~l~;:;~:i~:;~~~;; ~~~fl jjj)ljW1~1~\\\1. i\jjU(nn~ Un~c:n: ni ;!n:<::~:;:: "",, - " .' .
0.00
0.00
5,929.25
0.00
5,929.25
......pLEASe'ANsWERTHEFoi.LoWINCfQUEST'O.NS'.sYPLACINGANi;Xii.'N THE.APPROPRiATE.BLOcKs.......
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . ~ ~xxx
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... ...... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
[!]
[!]
[!]
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal repr~entative Is based on all information of which preparer has any knowledge.
, Robert W. Craig
3 Pine Tree Drive
----------------------------------------------------
New Cumberland, PA 17070
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
-----------------------------------------------------
Carlisle, PA 17013
DATE
~ 13 lOt; ,
DATE
uv,
For dates of death 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 return 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(aX 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)j. 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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Lamar H. Craig SS# 171-24-9323 06/15/2001
***************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete. ,
Carolyn G. Craig
3 Pine Tree Drive
Signature
Name
Address Line 1
Address Line 2
City, State, Zip
New Cumberland, PA 17070
Date
'ta- I J. /.eN .
, REV-150'8EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lamar H. Craig SS# 171-24-9323 06/15/2001 21-01-0619
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOintly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PNC Bank, checking account 8,194.80
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
2
PNC Bank, savings account
3,549.68
3
1999 Toyota Corolla LE Sedan; 8,000 miles; 4-cyl 1.8 L
10,100.00
TOTAL (Also enter on line 5, Recapitulation) $ 21,844.48
(If more space is needed, insert additional sheets of the same size)
COpyright IC) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1S09EX +(1-97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lamar H. Craig
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSfl 171- 24 - 9323
06/15/2001
FILE NUMBER
21-01-0619
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
Robert W. Craig
ADDRESS
RELATIONSHIP TO DECEDENT
3 Pine Tree Drive brother
New Cumberland, PA 17070
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
account number or similar identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'SINTERES
1 A 07/14/97 PNC Bank, certificate 70,353.51 50.00% 35,176.75
TOTAL (Also enter on line 6, Recapitulation) $ 35,176.75
T
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc.
Form REV-1509 EX (Rev. 1-97)
. .
,REV-1S11 EX+(1-97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Lamar H. Craig
SSfI 171-24-9323
FILE NUMBER
21-01-0619
06/15/2001
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
1 Parthemore Funeral Home
B.
AMOUNT
1,235.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
3,500.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
67.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Register of Wills, filing fee
25.00
3
The Sentinel - Legal - estate notice publication
86.03
TOTAL (Also enter on line 9, Recapitulation) $ 4,988.03
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems,lnc. Form REV-1511 EX (Rev. 1-97)
REV-1S12 EX + (1-97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lamar H. Craig
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
55/f 171-24-9323
06/15/2001
FILE NUMBER
21-01-0619
Include unreimbursed medical expenses.
ITEM
NUMBER
1 PP&L, final bill
DESCRIPTION
AMOUNT
22.19
TOTAL (Also enter on line 10, Recapitulation) $ 22.19
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
, REV.1S13 EX +(9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIAR IES
Lamar H. Craig
5511 171-24-9323
06/15/2001
NUMBER
I.
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(aX1.2)]
1
Robert W. Craig
3 Pine Tree Drive
New Cumberland, PA 17070
Brother
FILE NUMBER
21-01-0619
AMOUNT OR SHARE
OF ESTATE
remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
. .
LAST WILL AND TESTAMENT
I, LAMAR H. CRAIG, of the Borough of New Cumberland, Cumberland County.
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my
brother, Robert W. Craig, and if he is not living at the time of my death, to his wife, Carolyn G.
Craig.
4. I nominate and appoint Robert W. Craig and Carolyn G. Craig be the executors of this
my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representative retain the servIces of Irwin,
. .
McKnight & Hughes, as attorneys in the settlement of my estate.
IN \VITNESS WHEREOF, I have hereunto set my hand and seal this 2.Cl" day of
March, 2000.
~$'~
LAi\IAR H. C
(SEAL)
Signed, sealed, published and declared by LAMAR H. CRAIG, the above named
testator, as and for his Last Will and Testament, 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.
~~!;I elU
~~/lRo/
2
. .
ACKNOWLEDGMENT AND AIi'FIDA VIT
\VE, LAMAR H. CRAIG, CHERYL L. CLELAND and MARTHA L. NOEL, the
testator and witnesses respectively, whose names are signed to the 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 purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue intluence.
C ER L. CLELAND
'--r/!fi ~ ':/?j( &J. ()
M RTHA L. ~EL ' -------
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, LAMAR H. CRAIG, the testator
herein, and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this ;w" day of March, 2000.
~l~r~~
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HI [;-!(1-;o;] I !(1:29
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QPNCBAN<
DecedeBt Report1Dg
Firstside CentCl'
P7-PFSC-4-F
500 Fitllt A venue
Pittsburgh, PA 15219-3128
A\l~st 9, 2001
Roger B. Irwin
60 West pomfret Street
Carlisle, PA 17013-3222
RE: Estate ofLamIU" H. Craig. ~eawl
SSN: 171-24-9323
000: 6/1~/2001
Dear Mr. Irwin:
Please find the date of death balances you have requested listed below.
CERTIFICATE OF DEPOSIT
#3180009<t894
LA.TIAAR. H CRAIG AND
ROBERT W CRAIG
DOD Balance: $70,337.77';' SI:5.14 accrued intereSt
Interest Paid 111/2001 - 611512001 . $1,335.73
CHECKING ACCOUNT
#!OOD767781
LAMAR H CRAIG
DOD Balance: $8,191.59 + 53.21 acaucd interest
Interest Paid 1/112001 - 6/151200 I - S 1 S.9S
pqe 1 of1-
A __ of TIle PHC Fin.......' ScMces Group
One PHI: P1.u. 249 Fifth A..,,,",, PiU<burg" ""nnsyIY>,"' 15222 2701
08/10/01 09:04
.jL~ .\t.) ~ll-;'; -/-", ~Jl- U"".'
ISCP
Established 07/14/1997
Estllblished 06119/1997
TX/RX NO.9070
P.001
.
~H)-2Oal lli1:29
PNCEJ:>>;: elF ~T1'ENT
. .
o PNCBAN<
SAVINGS ACCOUNT
#5001030204
.H2 70S 00S7 P.fl2/1i12
Established 06/19/1997
LAMAR H CRAIG
DOD Balance: 13,549.68 + SO.OO acx:tU<<t mtcrcst
Interest paid 1/1/2001 -6/151201- $0.00
Our oftke oaJy provides date of death baJDces for IRA's, CD's, Cbeddn: lIDd
Savbl81 ac.eoantL We do ml FilwIdal TnuaedOBI or StlUeDlCDt Orden. For
Further IDformatioa pleae caD 1-800-4-BANKER or yoor Joeal PNC Brandl and
ask to .peak with a FiIImciaJ Senica Representative.
S incerel.y,
~aclulLt ~l0
Raohelle Sciullo
1-800-762-1775
PlIgc2of2
... ",HIbCr of The PMC Financiol SeoYlooo Gro..,
On. PNC PI.... 249 fitth Avenue Pilloburvh Ptnosvlv_ni. 1 S222 2107
08/10/01 09:04
TOTFL 1".02
TX/RX NO.9070
P.002
.
)'K
c..-.
Inventory of the real and personal estate of
LAMAR H. CRAIG
deceased
1. PNC Bank Checking Account.
......
8,194 80
2. PNC Bank - Savings Account .
3,549 68
3. 1999 Toyota Corolla LE Sedan - 8,000 miles - 4-cyl 1.8 L
10,100 00
TOT.AI.. . . . . . . . . . . . . . . . . .
21,844 48
'-"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
j
55:
Robert W. Craig and Carolyn G. Craig
according to law, deposes and says that they are the Executors
of the Estate of Lamar H. Craig
late of ---.J:pe _~orQ1.lg):l_Qt ~E!W. Ct.llllP~..!"1..:rnd___ , Cumberland County, Pa., deceased and that the
within is an inventory made by Robert W. and Carolyn G. . Crai~ ., the said Executors
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
sworn
2001
Cumberland, PA 17070
and subscribed before me,
Date of Death
Notarial Seal
ueline L. Drawbaugh, Notary Public
Carlisle Borc, Cumberland County
My Commission Expires Aug. 14,2003
Member, Pennsylvania Association 01 Notaries
15
06
2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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I
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
LAMAR H. CRAIG
Date of Death:
June 15.2001
No. 21-01-0619
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: ~ Yes _ No
2. Ifthe answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes --X- No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? --L- Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
10/22/01
/71=~ dl..
Signature (
IRWIN, McKNIGHT & HUGHES
Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
x
Personal Representative
Counsel for Personal Representative