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HomeMy WebLinkAbout04-0345Estate of also known as John David Krulock Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Joseph M. Krulock No. . C~/_~f~) .~/_~%3~-~- , Deccan:ed Social Security No. 203 -20- 9663 Petitioner(s), who is/are 18 years of age or older, appiy(ies) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut nam~d in the last Will of the Decedent, dated 01/23/19-~a codicil(s) dated 09_~_.~1996 ~ A. Krulock, decedent's s ou_s~redeceased him State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after ex '..~ t~/of the~umen~ offered for probate; was not the victim of a killing and was never adjudicated incompetent: '~ ~" :r':i/ none =:= B. Grant of Letters of Administration (c.t.a.; d.b.n.c.ta; pendente lite; durante absentia; do,rite minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the followlng spouse~any) and heirs: Name Residence ] (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 902 Peace Drive, Upper Allen Township, Mechanicsburg, PA 17055 (list street, number, and municipality) Decedent, then , 74 years of age, died _ 04/03/200Zat 902 Peace Drive, Mechanicsbur~, PA 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 Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: 902 Peace Drive, Mechanicsburg, PA 17055 (Location) 700,000.00 200,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of I~iate form to the undersized: ~.~"~ ~)~~ -----.------- ~rinted name and residence John David Krulock 2 C_~q~_Rbell Court, Harrisburg, PA 17112 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-f (1991) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT USIDER RULE 6.12 Name of Decedent: Joseph M. Krulock Date of Death: April 3, 2004 Will No. 21-04-0345 Admin. No. 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 X ; No 2. If the 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 __; No X 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? Yes X; No __ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' to this report. Court.ached Date: ~'[! Capacity: Sfgnatur/ (.."/t Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Personal Representative X Counsel for Personal Representative Commonwealth of Pennsylvania County of Cumberland Oath of Personal Representative 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(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Swom to or affirmed and subscribed before me this/~ da), of ~ . ?. ~ For ~..Register Estate of Jo__9~h M. Krulock Deceased Social Security No: 203 - 20 - 96 E[;~te of Death: _04/03/2004 AND NOW, ~~ /"~ ~7~_3~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~tamentary (~ministration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby grantedto John David Krulock in the above estate and that the instrument(s) dated 01/23.___/1980 09/09_____/1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Attorney: Robert C. S ' ' / I.D. No: 21458 Saidis, Shuff, .,~.wer & Lindsay Address: 2109 Market St~ · ~ Telephone: Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL Prepared by the Pennsylvania Bar Association -Copyright (c) 1996 form software only CPSystems, Inc. CamR_~jl, PA 17011 :=, 717/737 - 3405 Form RW-1 (1991) I05.805 REV 9~86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as I,ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 100402135 No. Local Registrar Date l COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH tt 29 - 238 (Coroner) J o s e ph SEX SOCIAL SECURITY NUMSE;R DATE O~ DEATH {Monlh Day YeaO M Krulock ~ Male ~ 2 ........ A-ril ..... ' I U~ - ~u - 9663 4. p ~, zuuq ov. 26. 1929 I_ W I ,g ....... ) '~CE~HISP~ICORIGiN? Cumberland / upper ~llen 902 Peace Drlve ~:~ ~.u.~.,~c~., I<~,~ 902 Peace Drive .c~u.~ ~..s,.,, Pennsvlvaniam~ ,~..~v.,,,~.,,~..~. Upper Allen HechanJcsbu~g. Pa. [7055 ~===.~ ,~,comr_ Cumber* and ~,~ ,, dose~ ~. Krulock ~OTHER'S~E(FkaMi~mame) ' ,,. Julia Unknown ,~.~ Campbell Court HaFt~sbu~g, Pa. ~na~ ~ em~ ~ Cre~ ~ Reda fr~ Smte~ (MonUL Day. ~r) 4-7-04 ~te of Heaven =,,Nechanicsburg, Pa. FD-0[g662-, ~,Mye~s F.H. 37 East Hain 5:00 A. April. 4, 2004 :,. ~, r~hnglnoealh)~ a. Occlusive Coronary Artery Disease E] v.. [] N* [] ~ Coroner _a,~. I~L~April 5, 2004 I,em27)Tv~.~mim Michael t. Norris, Coroner 6375 Basehore Road, Suite l/1 Mechanicsburg, Pa. 17050 SAIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA CODICIL OF JOSEPH M. KRLTLOCK I, JOSEPH M. KRULOCK, the within named Testator, do hereby make and publish this Codicil of my Last Will and Testament dated January 23, 1980. FIRST I hereby amend the SEVENTH provision of said Will to provide as follows: I do hereby nominate, constitute and appoint my wife, JANIS A. KRULOCK, to act as Executrix of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct that the duties of Executor be performed by my son, JOHN DAVID KRULOCK. In all other respects I hereby ratify, confirm and republish my Last Will dated January 23, 1980 together with this sole Codicil as and for my Last Will. IN WITNESS WHEREOF, I, JOSEPH M. KRULOCK, have hereunto set my hand and seal to this Codicil to my Last Will and Testament this day of , 1996. J~eph ~4. Krul6~k, Testator Signed, sealed, published and declared by the above-named Testator, JOSEPH M. KRULOCK, as and for a Codicil to his Last Will and Testament in the presence of us, wh9 !have~ere~!~..o SAIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. ADDRESS ADDRESS COMMONWEALTH OF PENNSYLVANIA: : SS COUNTY OF CUMBERLAND : WE, JOSEPH M. KRULOCK, ROBERT C. SAIDIS, and JO SMITH , the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Codicil and that he signed willingly and that he executed 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 Codicil as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~_/Rober Jo~ :h , Witness Subscribed, sworn to and acknowl _'ed before me by JOSEPH M. KRULOCK, the Testator, and subscribed to and sworn or affirmed to bef~oX~ jt~ by ROBERT;C. SAIDIS , and JO SMITH witnesses, ' this'~- ~day ' , ~7~: ~ ~[ ~d~ ~0. Notary ~ublic NOTARIAL SEAL THEL..MA S. ~C~AUSL!~, Notary P. bl~c ~arnp HtJ. ~,~,nber,and County My Coron~issior, Expires July 3, 20~ LAST WILL AND TESTamENT OF JOSEPH M. ~RULOCK I, JOSEPH M. KRULOCK, of Camp Hill, Cumberland County, Pennsylvania being of sound and disposinq mind, memory and under- standinq, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FI RS T I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, usinq therefore funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my ~rave. S ECON D I give, devise and bequeath all the rest, residue and re- mainder of my estate to my beloved wife, JANIS A. KRULOCK, absolutely and in fee simple, if she survives me ~y t~rty~) days ~. ~ THIRD In the event that my wife, JANIS A. ~RULOCK, fails to survive me by thirty (30) days, then I give and bequeath all my wife's jewelry to my daughter, LINDA KRULOCK TREMAINE and remainder of my estate I give, devise and bequeath in equal shares unto my children, LINDA KRULOCK TREMAINE, JOSEPH ~. ~RULOCK, JR., and JOHN KRULOCK, per stirpes. Provided, however, that the share of any child who predeceases me or dies on or before the thirtieth (30) day following my death shall be distributed equally to his or her issue, per stirpes. FOURTH In the event my wife, JANIS A. KRULOCK, predeceases me, I appoint my daughter, LINDA KRULOCK TREMAINE, guardian of the persons and property of my minor children. F I FTH t direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate.. SI X TH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or her absolute discretion: (a) to retain in the form received, or to sell either at public or private sale any real or personal property; (b) to manage real estate; (c) to invest and reinvest in all forms of property without being confined to' legal investments and without regard to the principle of diversification; (d) to exercise any option or rights arising from ownership or investment. -2- SE ~N TH I do hereby nominate, constitute and appoint my wife, JANIS A. KRULOCK, to act as Executrix of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct that the duties of Executrix be performed by my daughter, LINDA KRULOCK TRE~AINE. I direct that no personal representative appointed under this instrument shall be r~equired to aive bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, JOSEPH M. KRULOCK, have hereunto set my hand and seal to this my Last Will and Testament, con- sisting of three typewritten pages, the first two of which bear my signature in the marqin for identification, this ~ ~ day of , 1980. Signed, sealed, published and declared by the above-named Testator, JOSEPH M. KRULOCK, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. Address ~ ~ (~j' J' ,~ ~' ~'' Address -3- REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Joseph M. Krulock Date of Death: April 3, 2004 Will No. 21-04-0345 To the Register: Adrnin. No. I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on April 27, 2004. Name Address John David Krulock Joseph M. Krulock, Jr. Linda Krulock Biconik 2 Campbell Court, Harrisburg, PA 17112 1016 S. York St., Mechanicsburg, PA 17055 73 Cherry Lane, Homer City, PA 15748 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: obei~t-C Said~s, Esqmre 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal ~/prese~ative :~ Counsel ' for 7~ Personal Representative ;~ '-.,2 JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATI'HEW J. ESHELMAN KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-law.com June 23, 2004 OF COUNSEL ALBERT H. MASLAND CARLISLE OFHCE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re.' The Estate of Joseph M. Krulock File No. 21-04-0345 Dear Ladies: Enclosed is a check in the amount of $36,000.00 representing a payment at discount towards the inheritance taxes in the above-referenced estate. Kindly issue a receipt at your convenience. Thank you. Very truly yours, /sly Enclosure S~7~U~OWER & LINDSAY ~~Y L. ~l~ffg, ~state Paralegal COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004082 SAIDIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 203-20-9663 FILE NUMBER: 21 04-0345 DECEDENT NAME: KRULOCK JOSEPH M DATE OF PAYMENT: 06/24/2004 POSTMARK DATE: 06/23/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $36,000.00 REMARKS: TOTAL AMOUNT PAID: ~36,000.00 SEAL CHECK# 1006 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Law Offices of Saidis, Shuff, F%ower & Lindsay 2109 Market Street CamP Hitl, PA 17011 Register of Wills cumberland County Courthouse Carlisle, PA 17013 JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMAN KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: at~omey@ssfl-law.com OF COUNSEL ALBERT H. MASLAND CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL July 23, 2004 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 c:, Re: The Estate of Joseph M. Krulock File No. 21-04-0345 ~o Dear Ladies: Enclosed is an original and two copies of an inheritance tax return to be filed in regard to the above estate. Also enclosed are checks for the filing fee and tax due. Please return a time- stamped copy in the envelope provided. Thank you. Very truly yours, y HUFF, FLOWER & LINDSAY i~ate Paralegal /sly Enclosures COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT, 280601 HARRtSBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 004202 SAIDIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 203-20-9663 FILE NUMBER: 2104-0345 DECEDENT NAME: KRULOCK JOSEPH M DATE OF PAYMENT: 07/27/2004 POSTMARK DATE: 07/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $478.57 REMARKS: CHECK//1010 SEAL TOTAL AMOUNT PAID: ~478.57 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS TO: SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS .AT.L~W 2109 Market Street Camp Hill, PA 17011 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE CARLISLE, PA 17013 REV-1500 EX + (~00) CAPB HpRL E.IO r~AC ~TK ES cg R E C A P I T U L A T I O N C O M Tg T I O N REV- 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OEC=u=N~S NAME (LAST, FIRST, AND MIDDLE INITIAL) Krulock Joseph M. DA~E OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-DO-YEAR) 0~Fy~F3~/~) 04 11/26/1929 (IF APPLICABLE) SURVIVING SPOUSE*S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-04-03/+5 COUNTY CODE YEAR NUMBER SOCtAL SECURITY NUMBER 203-20-9663 REGISTER OF WILLS SOCIAL SECURITY NUMBER limited Estate · ~ Compromise (dat, of death after 12~12- i~. Federal Estate Tax Return [] 9. Uflgation P~cceeds Rece~ved[~] 10. Spousal Pover~ Credit [] 11. Election to tax under Sec. 9 NAME Robert C. Saidis FIRM NAME (If Ap~icabta) Satdts, Shuff, Flower & Ltndsa¥ TELEPHONE NUMBER 717/737-3/+05 1Real Estate (Schedule A) (1) ~'Stcoks and Bonds (Schedule B) (2) 3CIosaly Held Corporation, Par'mership or (3) Sole-Proprietorship 4Mortgagas & Notes Receivable (schedule D) (4) $Cesh, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) [~eparate Billing Requested 7Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8.Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) l~Debts of Dsceqent, Mortgage Liabilities, & Liens (Schedule I) (10) 11t'otal De4uctions (total Lines 9 & 10) l~let Value of Estate (Line 8 minus Line 11 ) COMPLETE MAILING ~DRESS 2109 Market St. Camp Hill, PA 17011 230,00~,,:~,0 467,66~ N~ne 194,286~;36 N~: None 38,726.85 /+80.67 (8) 891,947.80 (11) 39,207.52 (12) 852,740.28 (13) 13Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~et Value SMbjeot to Tax (Line 12 minus Line 13) (14) 852,740.28 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES l~0,rnount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (10) 160,rnount of Line 14 taxable at lineal rate 852,740.28 X .0 /+5 (16) 1?Amount of Line 14 taxable at sibling rate X .12 (17) 180.mount of Line 14 taxable at collateral rate X .15 (18) 0.00 38,373.31 0.00 0.00 1 ~l'ax Due (18) 38,373.31 Copy~ght (c) 2(~X) fo{m $oNware tufty The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREETADDRESS 902 Peace Dr. CITY Mechanicsbur~ Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Paymects A. Spousal Poverty Credit B. Prior Payments C. Discount 3Jnterest/Penelty if ap~a~e D, Interest E. Penalty STATE t pA ZIP I 17055 (1) 0.00 36,000.00 1 , 894.74 Total Credits (A + B + C ) (2) 38,373.31 37,894.74 0.00 0.00 478.57 0.00 478.57 Total Interest/Penalty ( D + E ) (3) 4if Une 2 is greater than Une I + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) SJf Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ($B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No b. retain the right to designate who shall use the proper~y transferred or its income; ........... ¢. retain a reversionary interest; or .................................... d. receive the premise for life of either payments, benefits or care? ................... 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate censideration? ................................ [] 3Did decedent own an 'in trust for" or payable upon death bank account er security at his or her desth? .............................................. [] [] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. jla., ........................ SIG~RE~ERO~ER~ANREPRESE~AT~E Saidis, Shuff, Flower & Ltndsay ' /~/~ ~ 2109 Market St. For ~tas of d~ on or after July 1, 1 ~ a~ ~om Janua~ 1, 1 ~, ~e ~ rate suwNing s~e is 3% ~2 P.S, 9116 (a) (1.1) (i)]. For ~tes ~ ~ on or after Janua~ 1, 1 ~5, the ~ rate im~ on ~e n~ val~ of transfem to or ~r the use of the suwiving s~uea ~ 0% [72 P.S. 9116 (a) (1.1) (ii)i, ~e s~tute does ~t ex.pt a transfer ~ a suwiving s~uea from ~, and ~e s~o~ r~uim~n~ for discl~um of ass~ and filing a ~ r~m are sifll appl~abie even if ~e suwNing s~use is ~e ~ly ~neifcia~. For ~ ~ d~ on or after J~y 1, 2~: ~ ~ rate i~ ~ ~e n~ v~ue of transfem from a d~s~ child ~en~-~e y~m of age or younger at d~ ~ or for ~e use ~ a ~tural ~mm, an a~ve ~r~, or a ste~mnt ~ ~e child is 0% [72 P.S. 9116 (a) (1.2)]. The ~ rate im~s~ on ~e net value of tmnsfem to or ~r ~e use of ~e d~ent's lineal ~nef~ries is 4.5%, exc~ es ~ in 72 P,S. 9116(1.2) ~2 P.S. 9116(a)(1)], ~e ~ rata im~ ~ ~e net value of transfem to or for ~e use of ~e d~ent's siblin~ is 12% [72 P.S. 9116(a)(1.3)]. A sibling is d~n~, under S~ifon 9102, as an indN~ual who has at I~st one ~mnt in ~m~n w~ the d~ent, wh~er by bl~ or ado~ion. REV-1502 EX + (1-97) SCHEDULE A co. uo.w~_~ O~.EN.SYLv~^ REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PILE NUMBER Joseph M. Krulock SS~/ 203-20-9663 04/03/2004 21-04-0345 All real property owned solely or ea 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 compalled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 902 Peace Drive, Mechanicsburg, PA 230,000.00 (value based on sale price - see settlement sheet attached) TOTAL (Also enter on line 1, Recapitulation) $ 230,000.00 (If more space is needed, insert additional sheets of the same size) Coflyrtght (C) 1996 form sol.are only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV-1503 EX + (1'97) SCHEDULE B CO..O.W~.O~PEa~SYLV*.,^ STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT CECEDENT ESTATE OF Joseph M. Krulock SS~/ 203-20-9663 04/03/2004 All propaNy jointly-owned with right of suwlvorship must be disclosed on Schedule F. FILE NUMBER 21-04-0345 ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 128 shares MetLife 36.33 4,650.24 2 100 shares Prudential Financial 45.84 4,584.00 3 4880 shares IBM stock 93.94 458,427.20 ~,~ .................... ....... TOTAL (Also enter on line 2, R6~a~,;;,,Intinn) 467,661.44 ~pace is needed, inser~ additional sheets of the same size) Fo,m REV-1503 EX (Rev. 1-97) REV-150~ EX + (1-97) ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Joseph M. Krulock SS# 203-20-9663 04/03/2004 21-04-0345 Include the proceeds of litigation and the date the_proceeds were received by the estate, All properly jointly-owned with the right of survivorship must be disclosed on Schedule I-. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 5 6 7 Citizens Bank, checking acct. 6100737012 AmeriChotce FCU, checking acct. 18723 1996 Hyundai Elantra (based on Kelley Blue Book value) Personal property Travelers Insurance, refund of car insurance premium Comcast, refund Verizon, refund Note: jewelry mentioned in paragraph Third was distributed to Ltnda Krulock at the time of her mother's death (adeemed) TOTAL (Also enter on line 5, Rscapm,l"~innI (If more space is needed, insert additional sheets of the same size) Copyitght (c) 1996 form software only CPSystems, Inc. 14,574.15 177,247.63 1,800.00 500.00 123.00 34.68 6.90 $ 194,286.36 Form REV-150~EX(Rev. 1.97) ~-~. E× +¢-9~ SCHEDULE H CO~MONWEALTHOFPENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Joseph M. Krulock SS~; 203-20-9663 04/03/2004 FILE NUMBER 21-04-0345 Debts of decedent must be reported on Schedule I, ITEM NUMBER DESCRIPTION AMOUNT A. $. 6. 7. UNERALEXPENSES: Myers-Harner Funeral Home ,DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) John David Krulock Social Security Number(s) / EIN Number of Personal Representative(s) StreetAddress 2 Campbell Ct. C~y Harrisbur~ State PA 197-50-8475 Zip l7112 Year(s) Commission Paid: Attorney's Fees Saidis, Shuff, Flower & Ltndsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Retum Preparer's Fees Other Adminis~ative Costs Cumberland Law Journal, estate notice Death certificates for Janis Krulock The Patriot News, estate notice PNC Bank, check fee Costs involved in sale of real estate (see settlement sheet) Joseph Krulock, Jr., reimbursement for repairs and hauling TOTAL (Also enter on line 9, ResapitulafionI (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 fom~ software only CPSystems, Inc. 8,674.50 8,900.00 17,839.00 527.50 75.00 18.00 140.05 48.80 2,124.00 380,00 $ 38~726.85 ~ REV-1511EX(R~.1.~) REV-1512 EX + (1-97) ESTATE OF Joseph M. Krulock SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS# 203-20-9663 04/03/2004 FILE NUMBER 21- 04- 0345 Include unreimbureed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 United Water Upper Allen Township, sewer PPL Family Internal Medicine Assoc. PPL Charles & Scott Shreiner Plumbing United Water TOTAL (Also enter on line 10, Recapit,,Intinn) 11.08 105.00 106.64 20.82 1.37 229.00 6.76 $ 480.67 (If more space is needed, insert additioPal sheets of the same size) Copyright (c) 1996 form softv.~re only CPSystems, Inc. Form REV-1512 EX (ney. 1-97) REV-1513 EX + COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Josep1 H. Krulock SS:I/ 203-20-9663 NUMBER L II. SCHEDULE J BENEFICIARIES 04/03/2004 NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY John Davtd Krulock 2 Campbell Ct. Harrisburg, PA 17112 Joseph M. Krulock, Jr. 1016 S. York Street Mechanicsburg, PA 17055 Linda Krulock (Tremaine) Biconlk 73 Cherry Lane Homer City, PA 15748 RELATIONSHIP TO DECEDENT Do Not List Trustee(e) FILE NUMBER 21-04-0345 AMOUNT ORSHARE OFESTATE s on s on daughter 1/3 of entire estate 1/3 of entire estate 1/3 of entire estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18~ AS APPROPRIATEr ON REV 1500 COVER SHEET iON-TAXABLE DISTRIBUTIONS: [. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 20(]0 fon~ software Only me Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Kelley Blue Book Used Car Values Page 1 of 2 W Kelley Blue Book THE TKU~TE~ I~%~0.?~C~ BtUE BOOK TRADE-IIi VALUE Pennsylvania · April 28, 2004 1996 Hyundai Elantra Sedan 4D See Local Listings of This Car List You[ Car E0rSa e On ~e Buy a _Ne_ w Ca~ Free Lemon Check Auto Loans from 3 85% APR ;Insurance Quote Payment Calcu ator Engine: 4-Cyl. 1.8 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 40,000 Equipment Air Conditioning Power Steering Tilt Wheel AM/FM Stereo Dual Front Air Bags Consumer Rated Condition: Excellent "Excellent" condition means that the vehicle looks great, is in excellent mechanical condition and needs no reconditioning. It should pass a smog inspection. The engine compartment should be clean, with no fluid leaks. The paint is glossy and the body and interior are free of any wear or visible defects. There is no rust. The tires are the proper size and match and are new or nearly new. A clean titl~ history is assumed. This is an exceptional vehicle. Trade-In Value $1,800 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Get a Pr vate Party v~.~e Get Invoice & HSRP oD New Cars I · DEPARTMENT OF TRANSPORTATION ! 45 CERTIFICATE OF TITLE FOR A VEHICLE I~ O 02010-01 96276{3043002010-001 KMHJF24MSTU307362 I~ I HYUNDAi SON 10/28/96 I 5016~85A101 KR M KRULOCK 902 PEACE DR MECHANICSBURG PA 17055 JOSEPH M KRULOCK 902 P~EACE OR MECHANICSBURG PA 17055 BPADL-=Y L MALLORY Secrelary of TransportatloD -..j PRU: Historical Prices for PRUDENTIAL FINL - Yahoo! Finance Page 1 of 2 ' jL Z-ZOO[FINANCE Finance Home- ~y Wednesday, April 28, 2004, 9:49am ET - U.S. Markets close in 6 hours and l:l_ minutes. Welcome, Guest [Sign.. ;[~] Quotes&Info Enter Symbol(s): I e.g. YHOO, ^DJI I Prudential Financial Inc (PRU) To track stocks & m Symbol Lookup I Finance Searct On Apr 27:44.50 0.00 (0. $8 Trades Get EBEE ~:~reamer Historical Prices SET DATE RANGE Start Date: ~ ~ ~ Eg. Jan l, 2003 Date' 5 Fr~ Trades $7 Online Trades Get Historical Prices for:i ADVERTISEMENT ~ Daily C Weekly © Monthly O Dividends Only PRICES Date Open /--/~ ? ¢ 5-Apr-04 ,~ . , o/.. 2-Apr-04 High 45.66 45.60 First I Prey I Next I Last Low Close Volume 46.12 45.66 46.12 1,591,200 46.12 45.45 45.76 1,749,900 * Close price adjusted for divideods and splits. Download To Spreadsheet Adj Close* 46.12 45.76 First I Prey I Next r Last Add tQ pprtfo![~ ~" Set Alert r~ Email J~ a Fr eqd MET: Historical Prices for METLIFE INC - Yahoo! Finance Page 1 of 2 ~[J~NANI~E~. Finance Home- My Yahoo! -'~ Wednesday, April 28, 2004, 10:41am ET - U,S, Markets close in 5 hours and 19 minutes. Welcome, Guest [~ig~ Quotes & Info MetLife Inc (MET) Enter Symbol(s): I e,g. YHOO, D~I I $? 00!!0~ ~rad~ Get FREE Streamer To track stocks & m Symbol Lookup ] Finance Sesrc! At IO:02AM ET: 34.51 ,I-o.35 (1. Historical Prices Get Historical Prices for: SET DATE RANGE Start Date: ~ ~ ~ Eg, lan 1,2003 Daily Weekly Monthly Dividends Only ADVERTISEMENT PRZCES Date S-Apr-04 2;Apr-04 First I Prev I Next ] Last Adj Open High Low Close Volume Close* 36.29 36.70 36.22 36.66 1,581,400 36.66 36.10 36.29 35.81 36.27 1,430,500 36.27 * Close price adjusted for dividends and splits. First J Prev I Next I Last Add to Port[olio ~'SetAlert ~ Emailtoa Friend IBM: Historical Prices for INTL BUS MACHINE - Yahoo! Finance Page 1 of 2 ' Z-ZOO[FINANCE F~naeoe Home- fvly Yahoo,- '~ Wednesday, April 28, 2004, 9:54am ET - U.S. Markets dose in 6 hours and 6 minutes. Welcome, Guest [Si§B !n] To track stocks 8* m Quotes & Info Enter Symbol(s): Symbo Lookup I Finance Searc! e,g. YP 00, ^D]II International Business Machines Corp (IBM) At 9:34AH ET: 90.47 ~. 0.64 (0. Free Trades ~et FREE Streamer Historical Prices SET DATE RANGE Start Date: ~ ~ ~ Eg. Jan 1, 2003 Online Trades $8 Trades Get Historical Prices for: ADVERTISEMENT $ Daily C Weekly 0 Monthly O Dividends Only PRICES Date e~..> !i5, 5-Apr-04 ~.S'('~'¢~ ' 2-Apr-04 .! h.~ Open 93.95 93.55 FirstI Prev I Next I Last High Low Close Volume 94.37 93.51 94.18 3,936,000 94.55 93.33 94.20 5,894,500 * Close price adjusted for dividends and splits. Download To Spreadsheet Adj Close* 94.18 94.20 First I Prev] Next I Last ~r Moll~ers Oa~ []Add to portfo p ~'SetAlert r~ Email to a Friend CITIZENS BANK Account Number 6100737012 Account Title JOSEPH M KRULOCK Date Opened 3/21/1972 Account Type Checking Principal Balance as of DOD $14,574.15 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $14,574.15 YTD Interest to DOD $ .00 U2/ UU~ ~U~' 1~:24 ~Ai /Il b~l ~/IJ Amerlb~OlCe ~UL~ ~uu~/uu: April 8, 2004 AmeriCho ce FEDERAL CREDIT UNION Building Relationships For Life Saidis, Shuff, Flower & Lind~ay 2109 Market Street Camp Hill, PA 17011 RE: Estate of Joseph M. Krulock Account # 18723 SS 1/203 20-9663 The accounts are as follows: Account Type Date Opened Savings 01 09-1975 DOD Balance Dividend thru 2004 $ 177,247.63 $ 428.94 The deceased, does not have a safe deposit box or any loans with the credit un/on. As of April 3, 2004, the above referenced account was closed by John David Krulock, thc check was made payable to the Estetc of Josc:ph M. Krulock. Plcasc call mc at (717) 591-1275 if you need further assistance. Sincerely, Beth M. Yorle~ Head Teller Main Office: 2175 Bumble Bee I Iollow Road - Mechanicsbmg, I'A 17[)55 * Phone: (717) 697 3474 o Fax: (717) 697 3713 OMB NO. 2502-0265 ~ A J B TYPE OF LOAN; 1.[~FHA 2.[~EmHA 3.~]CONV UNINS. 4, DVA 5 [~CONV rNS 6 F~LE NUMBER: 7 LOAN NUMBER: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT KEL170-04 I SETTLEMENT STATEMENT8. MORTGAGE INS CASE NUMBER: W WAYDE KELLY and GLENDA F. KELLY 10~ KELLY DRIVE CARLISLE, PA 17013 PROPERTY LOCATION: :02 PEACE DRIVE ,1ECHANICSBURG, PA 17055 CUMt~ERLAND Counb/, Pennsylvania E, NAME AND ADDRESS OF SELLER: THEESTATEOFJOSEPHM KRULOCK 902 PEACE DRIVE MECHANICSBURG, PA 17055 H. SETTLEMENT AGENT: ANDREW C SHEELYr ESQ. PLACE OF SETTLEMENT 3414 CHESTNUT STREET CAMP HILL, PA 17011 F NAME AND ADDRESS OF LENDER: CASH L SETTLEMENT GATE; June 22, 2004 J SUMMARY OF BUYER'S TRANSACTION 10g. GROSS AMOUNT DUE FROM BUYER: 101 Contract Sales Pdce 230,000.00 2,544,50 22912 4799 ~109 SEWERBILLO6122104to07101104 g.89i 110 ;2. ~0. GROSSAMOUNTDUEFROMBUYER 232,831.50 300. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 201. Deposit or earnest money 2,000.00 202 Prir~cipal Amount of New Loan(s) 206 2O7 208. 209 Adjustments For I~em$ Unpaid By Seller 210 City/Town Taxes to SUMMARY OF SELLER"S TRANSACTION 400, GROSS AMOUNT DUE TO SELLER: 401. Contract Sales Price 230,000 00 406 CityFrownTaxes 06/22/04 to 01101105 I 22912 407 County Taxee to I 408. SCHOOLTAX 06/22]04 to 07/01/04 47.99 409. SEWER SiLL 06/22/04 to 07/01/04 989 410 41% 412 420. GROSS AMOUNT DUE TO SELLER 230,287.00 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 501. Excess Deposit (See Instructions) 502. Setaement Charges to Sel~er (Line 1400) 503. Existing loan(s) taken subiect to 505. Pa~3ff of second Mortgage 506 Deposit retained by seller 507 508 509 2,41100 2,000.0£ The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein I HAVE CAREFULLY REVIEWED THE HUD-1 SE~FLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT JS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND D~SE~URSEMENTS MADE ON MY ACCOUNT OR BY ME iN THIS TRANSACTION. I FURTHER CERTIFY THAT I HAVE RECEIV~ C/O~PY O F.~A CORY OF THE H~)D-1 E~-~LEMENT STATEMENT. 601. Gross Amount Due To Seller (Line 420/ i 230,287,0C 602 Less Reducgons Due Seller (Line 520) I( 4,411.00 603. CASH ( X TO) ( FROM) SELLER 225,67600 511. Count7 Taxes to 512. SCHOOL TAX to 513 514 515 516 517, 818, 519, 520 TOTAL REDUCTION AMOUNT DUE SELLER 4,41 ~ 00 600. CASH AT SETTLEMENT TO/FROM SELLER; L. SETTLEMENT CHARGES · 700. TOTAL COMMISSION Based on Price 704 TRANSACTION FEE to ITEMS PAYABLE IN CONNECTION WITH LOAN Loan Oiigination Fee % to 02. Loan Discount % to ~03 Appraisal Fee to 904 905 1000. RESERVES DEPOSITED WITH LENDER 1101 SetMement or C~osin~ Fee 1102. CLOSING PROTECTION LEaTER 1103. Tit~e ExaminaPon & HUD PREP to FIRST AMERICAN TITLE INSLIRANCE COMPANY to TRI-COUNTY ABSTRACT SERVICE 20000 1104. Tit~e insurance Sinder to 1105. Document Preparatlon to 1107 Attorney's Fees 1108 Tille Insurance to TRI-COUNTY ABSTRACT SERVICE~ AGENT 2,30000 2.300.0d 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Su~ey to2,54450 1302. Pest Inspection to 1303 TAXCERTFEE [o MARLINA. YOHN, SR TREASURER INVOICE403-04 50d 1304 SEWERBILLAPRIL-JUNE to UPPERALLENTOWNSH~P #417016 100~ 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Sectlen K 2,411 00 ~E~LEMENT OFFICER ~ OF JOSEPH M. ~RULOCK I, JOSEPH M. KRULOCK, of Camp Hill, Cumberland County, standing, do hereby make, publish and declare this as and for I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as my personal representative to purchase such cemetery lot with a ownership of such lot so purchased to be vested in such person as my personal representative shall designate. days. THIRD In the event that my wife, JANIS A. KRULOC~, fails to survive me by thirty (30) days, then I Give and bequeath all my wife's jewelry to my daughter, LINDA KRULOCK TREMAINE and remainder of my estate I give, devise and bequeath in equal shares unto my children, LINDA KRULOCK TREMAINE, JOSEPH M. KRULOCK, JR., and JOHN KRULOCK, per stirpes. Provided, however, that the share of any child who predeceases me or dies on or before the thirtieth (30) day following my death shall be distributed equally to his or her issue, per stirpes. FOURTH In the event my wife, JAN IS A. K~LOCK, predeceases me, I appoint my daughter, LINDA KRULOCK TREMAINE, quardian of the persons and property of my minor children. FIFTH ~ direct that any and all inheritance~ estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. SIXTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or her absolute discretion: {a) to retain in the form received, or to sell eithsr at public or private sale any real or personal property; (b) to manage real estate; (c} to invest and reinvest in all forms of property without being confined to'legal investments and without regard to the principle of diversification; (d) to exercise any option or rights arising from ownership or investment. -2- SEVENTH I do hereby nominate, constitute and appoint my wife, JANIS A. KRULOCK, to act as Executrix of this my Last Will and Testament. Provided, however, that if she is llnwilling or unable to act as Executrix, I direct that the duties of Executrix be performed by my dauchter, LINDA K~3LOCK TREMAINE. I direct that no personal representative appointed under this instrument shall be required to cive bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, JOSEPH M. KRULOCK, have hereunto set my hand and seal to this my Last Will and Testament, con- sisting of three typewritten pages, the first two of which bear my signature in the margin for identification, this ~ ~ ~ day of .~ ~,~ ~ , 1980. ~Jo~ph M. ~rffldck Signed, sealed, published and declared by the above-named Testator, JOSEPH M. KRULOCK, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. -3- ~AIDIS, GUIDO, SHUFF & MASLAND 26 w. H~gh Street Carlisle, PA CODICIL OF JOSEPH M. KRULOCK I, JOSEPH M. KRULOCK, the within named Testator, do hereby make and publish this Codicil of my Last Will and Testament dated January 23, 1980. I hereby amend the provide as follows: FIRST SEVENTH provision of said Will to I do hereby nominate, constitute and appoint my wife, JANIS A. KRULOCK, to act as Executrix of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct that the duties of Executor be performed by my son, JOHN DAVID KRULOCK. In all other respects I hereby ratify, confirm and republish my Last Will dated January 23, 1980 together with this sole Codicil as and for my Last Will. IN WITNESS WHEREOF, I, JOSEPH M. KRULOCK, have hereunto set my hand and seal to this Codicil to my Last Will and Testament this day of ~~ , 1996. c~ d~P" J~eph~. KrU~~or Signed, sealed, published and declared by the above-named Testator, JOSEPH M. KRULOCK, as and for a Codicil to his Last Will and Testament in the presence of us, who have hereunto ;AH)IS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. ? ) ~lC ?, ADDRESS ~' COMMONWEALTH OF PENNSYLVANIA: : SS COUNTY OF CUMBERLAND : ADDRESS WE, JOSEPH M. ~OCK, ROBERT C. SAIDIS , and JO SMITH , the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Codicil and that he signed willingly and that he executed as his free and volunta~ act for the purposes therein expressed, and that each of the witnesses, in the presence and hearinq of the Testator signed the Codicil as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. J ulo <:~ober ~. Said~s/ , ~itness Jo~ ih ~ Witness Subscribed, sworn to and acknowl~ ~d before me by JOSEPH M. ~OCK, the Testator, and subscribed to and sworn or affirmed to befor~ ~e by ROBERT~C. SAIDIS , and JO SMITH , witnesses, this ~_' day of ~~-LY' , 19~. Notary Public NOTARIAL SEAL l THELMA S.,McCAUSL!N Notary Pub c J Camp Hill, (;u~nber~a~d County / My Comn~issioii Expires July 3, 2~OOO~J BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIV/SION DEPT. 280601 HARRISBURG, PA 17128-0601 ROBERT C SA~'-DIS ! SAIDIS ETAL~__ Z!09 MARKET~T CAMP 'HILL PA:, 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FZLE NUMDER COUNTY ACN I 09-Z7-200q KRULOCK Oq-O$-ZOOq Z10q-O3q5 CUMBERLAND 101 Amoun~ Remi*~ed REV-1647 EX AFP C01-03) JOSEPH M MAKE CHECK PAYADLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS L/NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KRULOCK JOSEPH M FILE NO. 21 Oq-O3q5 ACM 101 DATE 09-27-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership /n*eres~ (Schedule C) ($) q. Mortgages/No'es Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper*y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To~al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Cos~s/Misc. Expanses (Schedule N) (9) 10. Deb~s/Mor*gage Liabilities/Liens (Schedule I) (10) 11. To~al Deductions 12. Ne~ Valua of Tax Re~urn 230~000.00 q67~661.qq .00 .O0 19q~286.36 .00 .00 (8) 38,726.85 q80.67 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his fore wi~h your ~ax pay.en~. 15. lq. NOTE: 891,9q7.80 (21) 39.207.52 (12) 852,7q0.28 .00 85Z,7~O.Z8 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Na~ Value of Es~a~e Subjec~ ~o Tax (lq) Zf an assessment Nas issued previously, lines la, 15 and/or 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. 18 and 19 ASSESSMENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. A.oun~ of Line lq ~axable a~ Lineal/Class A ra~e 17. A.oun~ of Line lq a~ Sibling ra~e 18. A.oun~ of Line 1~ ~axable a~ Collateral/Class B ra~a 19. Principal Tax Due TAX CREDITS: PAYMENT RECEZPT OZSCOUNT (t} DATE NUMBER INTEREST/PEN PAID {-) 06-Z3-ZOOq CDOOqOSZ 1,89q.7q 07-ZT-200q COOOqZOZ .00 (~5), .00 x O0 = .00 (16). 85Z,7qO.Z8 x Oq5 = 38,373.31 (17) .00 X 12 = .00 (~8) .00 x 15 = .00 (~9): 38,373.31 AMOUNT PAID 36,000.00 q78.57 38,373.31 .00 .00 .00 TOTAL TAX CREDZT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDZT/ONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR INSTRUCTTONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. To ~ulfill the requirements of Section ZXqO of the Xnharitanca and Estate Tax Act, Act 23 of ZOO0. (71 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special 24-hour ansaaring service for forms ordering: 1-800-361-Z050; services for taxpayers aith special hearing and / or speaking needs: 1-800-447-$010 iTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17118-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 1711B-0601 Phone (717) 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid aithin three (33 calendar months after the dacedent's death, a five percent (51) discount of the tax paid is allowed. The 151 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 and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 19BI will bear interest at a rata which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .OOO54B ~'~)'~'~ - 1991 11Z .000301 ~ 91 .000247 1983 167. .000438 1992 97. .000247 ZOOZ 67. .000164 1984 112 .000301 1993-1994 72 .000192 1003 52 .000137 1985 131 .000356 1995-1998 92 .000247 2004 42 .000110 1986 107. .000174 1999 71 . O00zgz 1987 107. .000274 Z000 71 . DOO191 --Tnterast is calculated as follo~s: INTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.