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04-0368
PETITION FOR PROBATE and Estate of Wl~5 ~, 'ti ~c~B'~'~'r~ ~v-~ l,c No. also known as P~.0,~ ,~ i' ('~+'},.~,~,, ~,'nh¢ To: , Deceased. Social Security No. I ~ --~6 ? -..~ ~'7o GRANT OF LETTERS Register of Wills for the County of ff.x~ be~ (-,l Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or olde{ an the execut in the last will of the above-decedent, dated .-,c~ ~, ~.n.~1 and in the codicil(s) dated named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ('4,~)~ ~ ~ ~1 Cou. nty, Pennsylvania, with h ,e ," last family or principal residence at (list street, number and muncipality) Decendent, then ~ ye. ors of age, died 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 Crobate; was not the victim of a killing and was never adjudicated incompetent: .. P/, ~. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ c/~' t~ t o~O (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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the l~st will and codidl(s) presented herewith and the grant of letters ~t'edr~ t~ ¢~car~/ ~' ~ adm~mstrauon c.t.a.; admimstrat~on d.b.n.c.t.a.) theron. (testamentary; ' ' ' · 2 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA -I COUNTY OF f ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best o~ the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this /~ 7-x/ . ~ , --~a'-- aay ot - .d')/.,', ,fi2,. 1/i . Reg~ster'--'~ No. ~,~,/-t~ ,~d' ~A/~' Estate Of D~~.,~-r ]~;~v//r~/~ /-~ ~ , Deceased ~/~ ~?/)~9//~ ~ z E.~ ,,~n/ ,,~,~ DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been~resented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of and Letters are hereby granted to A~f~.~, in consideration of the petition on FEES Probate, Letters, Etc .......... $~~* Short Certificates( ) .......... $ ~t~, ~5a9 nclatmn ................ $ TOTAL $ , ~ ~ ~ Filed..~//../~ ..... ~,~ ....... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE 105.112 REV, 8/88 (FEE FOR THIS CERTIFICATE $2 00) WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 5607161 Name of Decedent APR 0 8 200 . Date of Issue of This Certification Margaret Kathryn Margaret C. First M~ddle Krebs/aka Krebs Last Sex Female Social Security No. 188-03-3670 Date of BirthcJan. 16, 1916 Birthplace Clinton, Ohio artiste Reglonal Medical Cente~~ Cumberland Place of Death Facility Name County Date of Death April Carlisle Borough City. Borough or Township 6, 2004 Pennsylvania Manager (Card & Gift Race. White Occupation S' o ) Armed Forces? Dece~ent~s Marital Status Widowed Mailing Address 2787 Joppa Road, York, Number StCeet City or Town S~ate Informant Patrtcla E. Vttz Funeral Director Albert L. Kuhner Name and Address of Funeral Establishment Baumeister, Orcutt & Small, 751 S. Queen St., York, PA 17403 (Yes or No) PA 17403 No Part I: Part I1: Immediate Cause (a) (b) (c) (d) Myocardial Infarction Interval Between Onset and Death 24 Hrs. Other Significant Conditions Anemia Manner of Death Natural x~x Accident [] Suicide [] Homicide Pending Investigation Could not be Determined Describe how injury occurred: Name and Title of Certfier M. Daniels, M. D. Address (M.D., D.O., Coroner, M.E.) 303 N. Baltimore Ave. Mt. Holly Springs, PA 17065 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.~--~._,/~. ~-~----625 April 8 2004 ' ~ Vive, DallastowP~i~tN°.pA Date Received by Locai Registrar S~reet Address City, Borough, Township 17313 LAST WILL AND TESTAMENT OF M~R~T KATHERINE KREBS I, MARGARET KATHERINE KREBS of CUmberland County, Pennsylvania, being of sound mind, memory and understandin~:':d° publish and declare this as and for my Last Will and Testament, ~hereby ~,evoki6g'~..all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts and the expenses of my last:iflness and funeral from my estate as soon after my death as conveniently may be done. SECOND I give, devise and bequeath the sum of ten thousand ($10,000.00) Dollars each to my son Stephen J. Krebs and my daughter Patricia E. Vitz. I give, devise and bequeath al the rest residue and remainder of my estate, of whatever nature and wherever situate in as nearly equal shares as possible to such of my grandchildren as survive me, per stirpes. THIRD I direct that no trustee, personal representative, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for my purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. FOURTH My personal representative and trustee shall have the following powers in addition to those vested in them by law and by other provisions of this will, applicable to all property, real, personal or mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property until actual distribution thereof. A) To retain, as investments of my estate or trust, any or all assets of my estate, real, personal, or mixed, without regard to any principal of diversification or risk. B) To pay all taxes, charges and expenses of maintenance, upkeep, improvements, development, protection, preservation and investment of any retained or acquired real or personal property, such payments to be made from the principal of my said trust. C) To invest any and all funds, whether principal or income, in any real or personal property without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification; to exercise all rights of a security holder or share holder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by which the same was acquired by my said trustee. D) To make payment or distribution herein provided for in cash, kind or partly in cash and partly in kind, at valuations fixed by my trustee at the time of distribution. FIFTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable hereunder shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SIXTH I appoint my son, STEPHEN J. KREBS, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my daughter PATRICIA E. VITZ Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this 7th day of January, 2004. MARGARET KATHERINE KREBS Signed, sealed, published and declared by the above named Testatrix, MARGARET KATHERINE KREBS as and for her Last Will and Testament, in the presence of us, who, at her request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ADDRESS 95 Alexander Spring Rd: Ste 3: Carli,qle: PA ADDRESS 95 Alexander Spring Rd; Ste 3: Carlisle: PA COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS. We, MARGARET KATHERINE KREBS ~P)l"Jd~O~,~. IkSvt and ! 00(nnt6~[,.. the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before · th me this 7 day of January, 2004. Notarial Seal Tri¢ia L. Bailey, Notary Public South Middlcton Twp., Cumberland County My Commission Expires Sept. 24, 2006 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret K. Krebs Date of Death: April 6, 2004 Will No. Admin. No. 21-04-0368 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the O phans Court Rules was served on or marled to the following beneficiaries of the above-captioned estate on Name Address Stephen J. Krebs Patricia Vitz Matthew J. Krebs Allison E. Krebs Andrew Vitz 261 Conwa¥ Street, Carlisle, PA 17013 2787 Joppa Road, York, PA 17403 261 Conwav Street, Carlisle, PA 17013 261 Conwav Street, Carlisle, PA 17013 2787 Joppa Road, York, PA 17403 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: q ~-~' ~~ ~ ~ignature ~ Elyse E. Rogers, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address (717) 612-5801 Telephone Capacity: X Personal Representative Counsel for Personal Representative HEATH L. ALLEN N, DAVID RAHAL CHARLES W. RUBENDALLTF ROBERT L. WELDON EUGENE E. PEPINSKY, JR. JOHN H. ENOS TTT GARY E. FRENCH DONNA S, WELDON BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN 1. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR DONALD M. LEWISTrr BRIDGET M. WHITLEY JOHN A. FEICHTE1 ELIZABETH J. GOLDSTEIN BARBARA A. GALL STEPHANIE KLEINFELTER KeEfeR WOOD ALLen & RahaL, llP ATTORNEYS At LAW 415 FALLOWFIELD ROAD, SUITE 30i CAMP HILL, PA I70II-4906 PHONE 717- 612-5800 FAX 717-612-5805 EIN No. 23-0716135 www. keeferwood.com July 6, 2004 ESTABLISHED IN 1878 Of COUNSEL: SAMUEL C. HARRY HARRISBURG OFFICE: 210 WALNUT STREET HARRISBURG. PA I?lOl PHONE 717-25B-8000 717-612-5808 cswindler~keeferwood.com Via: Certified Mail Cumberland County Register of Wills Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013 Re: Estate of Margaret K. Krebs File #2004-00368 Dear Sir/Madam: Enclosed herewith for filing please find the following: 2. 3. 4. Pennsylvania Inheritance Tax Return (filed in duplicate;) Inventory; Check in the amount of $28.00 in payment of your filing fee; Check in the amount of $21,904.01 in payment of tax due. Kindly acknowledge receipt of these documents by time-stamping the enclosed copy of this letter and returning it to our office. Thank you. Sincerely yours, D. Swindler, Legal Assistant to Elyse E. Rogers /cds 91266 Enclosure 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 004128 KREBS STEPHEN J 261 CONWAY STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 188-03-3670 FILE NUMBER: 2104-0368 DECEDENT NAME: KREBS MARGARET KATHERINE DATE OF PAYMENT: 07/07/2004 POSTMARK DATE: 07/07/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/06/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $21,904.01 TOTAL AMOUNT PAID: $21,904.01 REMARKS: SEAL CHECK# 995 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Margaret K. Krebs No. 2004-00368 also known as Date of Death 04/06/04 , Deceased Social Security 188-03-3670 No. Stephen J. Krebs Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Address Elyse E. Rogers 41274 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Personal Representative: Stephen J. Krebs /f~~ Dated: Telephone 717-612-5801 DESCRIPTION 1. $1,000 US Savings Bonds, Series HH 2. $10,000 US Savings Bonds, Series HH 3. $5,000 US Savings Bond, Series HH 4. $500 US Savings Bonds, Series HH 5.15.449 shares o£AXA 6. Delaware Investments Account #7-6000098810 7. Franklin US Govt Securities Fund 8. PP&L Resources, Inc. (Attach Additional Sheets If Necessary) See Attached Sheet $ 8,000.00 $20,000.00 $ 5,000.00 $ 1,500.00 $ 339.18 $19,698.55 $ 8,817.42 $ 9,204.0o VALUE C NOTE: The Memorandum of real estate outside the Commonwealth of Permsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 (Dauphin County) . Rev. 9/92 11927_1 ESTATE OF MARGARET K. KREBS FILE #21-2004-0368 CONTINUATION OF INVENTORY 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. Citizens Bank CD Community Banks #7200083681 M&T Bank Savings Account #015004206395839 Northwest Savings CD Account #1903007217 Northwest Savings CD Account #1903008736 Northwest Savings CD Account #1903027140 Northwest Savings CD Account #1903034070 Providian National Bank 12/22/04 Providian National Bank CD 58114168 Smith Barney Money Market Account #746-06369-19-325 Waypoint Bank Checking Account #20011724 Waypoint Bank CD 101603 American Parkinson Disease Assoc PA Employees Benefit Trust Fund State Farm Mutual Auto Insurance US Treasury Tax Refund Total Inventory $ 50,050.41 $ 20,039.7O $ 13,632.49 $ 30020.81 $ 30 021.54 $ 25021.11 $ 25.016.15 $ 20.568.51 $ 25.052.65 $ 1.13 $ 43,724.93 $ 35,017.69 $ 2.00 $ 253.72 $ 22.33 $ 1,450.00 $392,454.32 F- I 7000 1530 0001 8838 5489 ~ /0612004 I~. .. ~ Elailed From 47011 :~ First Class Mail TO: 415 Fallowfield Road Suite 301 Camp Hill, PA 17011-4906 CUMBERLAND COUNTY REGISTER OE HILLS CUMBERLAND COUNTY COURTHOUSE I COURTHOUSE SQUARE CARLISLE PA 17013 REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN HARRISBURG, PA 17128-0601 RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21 -- 2._qo 0_& COUNTY CODE YEAR NUMBER I-- Krebs, Margaret ~:~. SOCIAL SECURITY NUMBER Z 188-03-3670 I/=1 DATE OF DEATH (MM-DD-YEAR) ° rDATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE "' 04/06/200~. 01/16/1916 O REGISTER OF WILLS ILl (If APPLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) O SOCIAL SECURITY NUMBER u.I I~X~I 1. Odginal Ratum ~ 2. Supplemental Return [ I 3. Remainder Return (date of death pdo~ to 12~13-82) ~4. Limited Estate [~ 4a. Future Interest Compromise (data of death after 12-12-82) ~ 5. Federal Estate Tax Return Required I Died Testate (Attach copy of Will) ~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes '~ 9. Litigation Proceeds Received [~ 10. Spousal Poverty Credit (da~e or dea(h ~)etween ~2-3~-9~ am ~-I-SS) [~ 11. Election to tax under Sec. 9113(A)(A.ach Sch O) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND C~NFiDE~iAL T~ iNFORMATiON SHOULD aE DIRECTED TO: z NAME "' l COMPLETE MAILING ADDRESS o Elyse E. Rogers, Esquire z 0 a. FIRM NAME (IfApplicable) 415 Fallowfield Road, Suite 301 ~ Keefer Wood Allen & Rahal, LLP lCamp Hill, PA 17011 8 TELEPHONE NUMBER 717-612-5801 ~ ~ 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 (Schedule E) (5) 6. J~ Owned Property (Schedule F) (6) L---I 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) I 0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 14. 0.00 72,559.15 0.00 0.00 319,895.17 0.00 144,666.73 (8) OFFICIAL USE ONLY I 537,121.05 17,253.68 6,069.66 23,323.34 513,797.71 0.00 (13) (14) 513,797.71 18. ._~ 19. 20. 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0o00 x.00 (15) 16. Amount of Line 14 taxable at lineal rate 513,797.71 x.045 (16) 17. Amount of Line 14 taxable at sibling rate 0.0 0 x .12 (17) Amount of Line 14 taxable at collateral rate 0.0 0 x .15 (18) Tax Due (19) > > SE_SURE TO A~S~ MATH < < 0.00 23,120.90 0.00 0.00 23,120.90 2W4645 1.000 Decedent's Complete Address: STf,~- 1 ADDRESS 2787 Jo[0pa Road CITY York STATE J 7_JP PA 17403 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) A. Spousal Poverty Credit 0.00 B. Prior Payments 0.00 C. Discount 1,216.89 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) D. Interest 0 o 0 0 E, Penalty 0.0 0 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. A. Enter the interest on the tax due. 23,120.90 1,216.89 (3) 0.00 21,904.01 (4) (5) (5A) 0.0 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 21,904.01 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; ....................... [~ ~-~ 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'~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [] r~ 4. Did 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 QUESTIOI~ IS ?I~S, '~O~.1 ~I~T'C~II~L~-~E'S~Eb~L~E'G'A~i~ ;ll'E'lf AS PART OF THE RETURN. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PER.~SPONS~/J~LE FOR FILING RETURN DATE Car~,~le, PA 17013/') ADDRESS 415 Fa_/~loWfield'~oad~uite 301 For dates of death on or after July 1, 1994 and before January I 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. § 9916 (a) (1.1) (i)]. ' For dates of death on or after Jan uary 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 stepparant 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 RS. § 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. 2W4646 1.000 EXHIBIT B REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Krebs, Margaret K. FILENUMBER 21-2004-0368 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBEF DESCRIPTION 1. US Savings Bond $1,000 Series HH M066041HH 10 11 12 13 dated 8/1986 Deferred Interest $797.22 2 US Savings Bond $1,000 Series HH M7066038HH dated 10/1986 Deferred Interest $771.72 3 US Savings Bond $1,000 Series EH MT066039EH dated 07/1986 Deferred Interest $825 US Savings Bond $1,000 Series EH M7066040EH dated 8/1986 Deferred Interest $797.22 5 US Savings Bond $1,000 Series EH MT066042EH dated 08/1986 Deferred Interest $797.22 6 US Savings Bond $1,000 Series EH M?066043EH dated 08/1990 Deferred Interest $790.86 $1,000 Series EH MT066044EH dated 7/1986 Deferred Interest $825 8 US Savings Bond $1,000 Series EH M7066045EH dated 7/1986 Deferred Interest $825 9 US Savings Bond $10,000 Series EH X962815H~ dated 10/1986 Deferred Interest $7,717.42 US Savings Bond $10,000 Series EH X962816EH dated 8/1986 Deferred Interest $7,972.23 US Savings Bond Series HH $5,000 V1398158EH Deferred Interest $3,954.37 Issued 8/1990 US Savings Bond $500 Series HH D4956774HH Deferred Interest $395.43 US Savings Bond $500 Series EH D4956775EH dated 10/19/86 Deferred Interest $385.86 Total from continuation pages .... 2W4696 3.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 10,000.00 10,000.00 5,000.00 500.00 500.00 38,559.15 72,559.15 Estate of= Krebs, Margaret K. Item No. Schedule B -- Stocks & Bonds Description Page 2 21-2004-0368 Value at Date of Death 14 US Savings Bond $500 Series H~ D4956776HH dated 08/1986 Deferred Interest $398.61 15 15.449 shares of AXA 16 Delaware Investments Account #7-6000098810 2402.367 shares at $8.08/share 17 Franklin US Govt Securities Fund 18 200 shares of PPL stock 500.00 339.18 19,698.55 8,817.42 9,204.00 TOTAL. (Carry forward to main schedule) ...... 38,559.15 FROM /SSUE DATE OF i.188~.03,3670 MAR $90 YORK $,,, 825. O0 '~ '~ ~' 0061~09911:5091 L 5 070660q5 ~ ~. ~_~. ~'"lObbOq. SHH ~,OOO ?O&~=O h 5,, - :.188-03-3670 ~ ! : I ' 07._ i1986' 07066044 ~ MAR GARE.;I-_~ $90' PENNS~ i::: YORK.~ FEREST i$ 7,717.42 00614099115091 FROM ISSUE DATE ~ 188-05-5670 ~08 ........ .... ~ ~ 986 i ; DEFERRED INTEREST : T, 00962816 7,972.23 0061q099113091 '~o~ <. ¢.~-~. Xqb2BIbHH =~0000~?~ 2f~ ~-~11m 119910 O00hq 5& ? ?[,,' 04956774 Dffqsbqq~HH SERIES HH - INTEREST CEASES 20 YEARS FROM ISSUE DATE OF "08 ! !1986. 00614099113091 04956776 D'~qSbqqbHH SERIES 188~03.3670 ~SAR 00614099115091 1.5 t50OO ?0 r-, ~0 313," 07066058 MqObboSBHH 188-03-3670 0~ ..... 19.8~ __i NA~GAR~T K KREBS 590 PENNSYLVANIA AVE - YORK! PA 1740~ ._ - ' ~ 07066039 .825.00 SERIES HH INTERE~T CEASES 20 ¥ EARS FROM ISSi. JE DATE OF 188-03=3670 ~'- ~" ........ ' 08 1986 DEFERRED II'tT£REST $___ 797.22 _y_=. -:- _ = - -' - 0061~09911~091 070660~0 -~ ~- ~--~ MqObbO~OHH ?000 ?0 & F=O hO," SERIES HH ....... 188.03-3670 797.22 0061q099113091 L ~ INTEREST CEASES 20 YEARS FROM ISSUE DATE OF ~1986 8000 ?Or-, &O h ;I,," 07066041 M'IOGE O~I'HH 797.22 0061409911~091 ~5 t~O00 ?0~01, SERIES HH 790.86 0061~099113091 L S ~000 ?O~ONt,, tNTERE~T CEASES 20 YEAR~ FROM ISSUE DATE OF 08 198& '07066042 NqObbo~2hH 08 ' ~1990 ' 070660~3 MqObbO~3HH AXA. CSV "Historical stock prices provided by CST, :[nc. Historical mutual fund and industry prices provided by Media General Financial Services." "AXA (ADR) (AXA)" Daily Prices (4/6/2004 to 4/6/2004) DATE, OPEN, H:[GH, LOW, CLOSE, VOLUME 4/6/2004,22. 050,22. 090,21. 820,21. 920,2:[1500 Page i Delaware Investments A member of Lincoln Financial Group~ May 11, 2004 Keefer Wood Allen & Rahal, Lip 415 Fallowfield Rd Ste 301 Camp Hill PA 17011-4906 2005 Market Street Philadelphia, PA 19103-7094 Re' Delaware Tax-Free Pennsylvania Fund A #7-6000098810 Margaret K. Krebs 00221700 201 Dear Ms. Swindler: I am truly sorry to learn of the death of Margaret K. Krebs. Please convey our condolences to the family on behalf of Delaware Investments. I received your request for the date-of-death balance of the account listed above. I will be glad to provide you with this information. On April 6, 2004, Margaret K. Krebs owned 2,402.367 shares of the Delaware Tax-Free Pennsylvania Fund A. The net asset value of the Fund on that day was $8.08. This fund earns dividends daily, which are paid each month. Dividends that were not posted as of date of death amounted to 287.42. Thus, the value of this account on the date of death was $19,41 I. 12. If you have any questions, please feel free to contact our Service Center directly at 1-800-523-1918. I hope that you will continue to look to Delaware Investments to serve your investment needs and that we may have the pleasure of serving you in the future. Sincerely, Chris Valenteen Client Service Representative Delaware Investments is the marketing name for Delaware Management Holdings, Inc. and its subsidiaries. ~v~: delawareinvest2nents.com FRANKLIN TEMPLETON INVESTMENTS Franklin Templeton investor Services, LLC 100 Fountain Parkway St, Petersburg, Florida 33716-1205 tel 800/632.2350 franklinternl~ieton.com May 11, 2004 Keefer, Wood, Allen & Rahal, LLP Attorneys at Law Attn: Cayle D. Swindler 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011-4906 SUBJECT: Franklin U.S. Government Securities Fund - Class A A/C #110-10168135985 Margaret K Krebs Dear Ms. Swindler: We are writing in response to your recent correspondence concerning the death of the shareholder on the referenced account. According to our records, the account held 1,318.000 shares on April 6, 2004. The net asset value of the Franklin U.S. Government Securities Fund - Class A at the close of market on that date was $6.69 per share, for a total dollar value of $8,817.42. This is the only account registered to Margaret K. Krebs and our records reflect sole ownership. Additionally, until we obtain documentation from Stephen J. Krebs, we may suspend liquidation and transfer requests for the protection of the account. We will also begin reinvesting distributions. To remove the temporary suspension and transfer shares held in the account, we require the following: The enclosed Shareholder Request Form, signed by Mr. Krebs, as the executor, indicating the new registration, with his signature guaranteed by an "eligible guarantor institution," as specified on the form. Letters Testamentary issued by the probate court naming Mr. Krebs as the executor for the estate. The document must be certified by the court within the last 60 days. We are unable to accept a photocopy. Date of Death: 04/06/2004 Valuation Date: 04/06/2004 Processing Date: 06/30/2004 1) Estate Valuation Shares Security or Par Description -------------- High/Ask Low/Bid 200 PPL CORP (693499105~ ------------ ~ NYSE o4/06/2004 46.19000 45.85000 H/L Estate of: Estate of Margaret Krebs Account: 91266 Report Type: Date of Death Number of Securities: 1 File ID: Krebs, Margaret Estate Mean and/or Div and Int Security Adjustments Accruals Value ~-------__~___~ 46.020000 Total Value: 9,204.00 Total Accrual: ~~~-- Total: $9,204.00 $9,204.00 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricin~ Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 6.4.3) EXHIBIT E REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER Krebs, Margaret K. 21-2004-0368 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. 50,050.41 6 10 11 12 13 14 15 Citizens Bank CD 6140-854202 ($50.41 accrued interest) Come, unity Banks #7200083681 Per 06/15/04 letter (39.70 accrued interest) MaT Bank Savings Account #015004206395839 (4.41 accrued interest) NorthWest Savings CD #1903007217 (20.81 accrued interest) Northwest Savings CD #1903008736 ($21.54 accrued interest) Northwest Savings CD #1903027140 ($21.11 accrued interest) Northwest Savings CD #1903034070 ($16.15 accrued interest) Providian National Bank 12/22/04 (Smith Barney) ($261.18 accrued interest) Providian National Bank Per 05/24/04 letter (52.65 accrued interest) CD #58114168 Smith Barney Money Market Account #746-06369-19-325 WaY10oint Bank Checking Account #20011724 ($11.94 accrued interest) Wayl0oint Bank CD 101603 ($17.69 accrued interest) American Parkinson Disease Assoc PA Employees Benefit Trust Fund State Farm Mutual Auto Insurance Total from continuation pages .... TOTAL (Also enter on line 5, Recapitulation) 20,039.70 13,632.49 30,020.81 30,021.54 25,021.11 25,016.15 20,568.51 25,052.65 1.13 43,724.93 35,017.69 2.00 253.72 22.33 1,450.00 319,895.17 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) Estate of: Krebs, Margaret K. Schedule E -- Cash, Bank Deposits & Misc. Personal Property Page 2 21-2004-0368 Item Value at No. Description Date of Death 16 US Treasury Tax Refund 1,450.00 TOTAL. (Carry forward to main schedule) ...... 1,450.00 JUN-22-2004 12:20 CITIZENS BANK 412 5665610 P.04704 CITIZENS BANK Account Number Account Title Date Opened AcCount Type Principal Balance as of DOD Interest from Last Posting to DOD Acconn_t_ Bs~lane. e as of DOD Y-TD Interest to DOD 6140-85~202 MARGARET K KRRRS 1/28/2002 Tim~ Dgposits $50,000.00 $50.41 $50,050.4I $458.79 TOTAL P.04 ACCOUNT NUMBER{S) TYPE OF ACCOUNT DATE OPENED PRINCIPAL BALANCE ACCRUED INTEREST TILL DATE OF DEATH BALANCE AT DATE OF DEATH MATURITY DATE ACCOUNT OWNERSHIP NAMES OF JOINT OWNER- SHIP, IF ANY DATE JOINT OWNER- SHIP WAS ESTABLISHED ADDITIONAL INFORMATION INTEREST RATE SIGNATURE P.O. Box 350 · Millersburg, PA 17061 Phone 1-800-331-8362 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Keefer Wood Allen & Rahal, LLP Attorneys At Law 415 Fallowfield Rd, Suite 301 Camp Hill, PA 17011-4906 Phone (888) 502-4349 Fax (302) 934-2955 May 11, 2004 Re: Estate of: Margaret K. Krebs Social Security: 188-03~3670 Date o£Death: April 6, 2004 Dear Ms. Cayle D. Swindler: Per your inquiry dated May 4, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Account Number Ownership (Names o./) Opening Date Balance on Date of Death Accrued Interest Total Savings Account 015004206395839 Margaret K Krebs 08/23/93 $13, 628. 08 $ 4.41 Please be advised there was no safe deposit box found for the above decedent. For further account information, closures and/or reimbursement of funds, etc. please call the Queen Street Office # 717-771-4960. Sincerely, Nancy Clagett Records Management RE: Margaret K Krebs DATE OF DEATH: April 06, 2004 SOCIAL SECURITY NUMBER: 188-03-3670 I hereby verify that the following is a complete list of all accounts held by the decedent at this institution as of the date of death. ....................... ~v s~,~. rmpnrr, nt .5-11-04 Account,# 1903007217 1903008736 1903027140 ClasS/Type.~0f,! AiSeouiit CD CD CD Date Opet~ed 09-13-99 10-14-99 02-14-02 Date Closed (if. applicable') 06 - 10-04 06-10-04 06-10-04 Maturity Date 09-16-06 10-16-07 02-14-07 Account OWnerslfip Individual Individual Individual Na~nff0f'J0iiit (if: applicab!e) N/^ N/^ N/^ Date OWr~i~rship ESt~iblished With Joint Owner Account Balance 30,000.00 30,000.00 25,000.00 Accrued Interest ' 20.81 21.54 21.11 Interest Rate 4.23 4.38 5.15 DATE: NORTHWEST SAVINGS BANK Page 2 RE: Margaret K Krebs DATE OFDEATH: April 06, 2004 SOCIAL SECURITY NUMBER: 188-03-3670 I hereby verify that the following is a complete list of all accounts held by the decedent at this institution as of the date of death. AccomlLg 1903034070 CI.asS/Typ~/~0f! A~couiit CD Date opened 01-30-03 Date Closed (if. appliea hie') 06-10-04 Maturity Date 01-30-07 Account Ownersliip Individual Nam~"0fJ0in't Osvn~ (il': applleab!e) N/^ Date OWmlershipEstiiblis bed With Joint Owner N/A Account Balance 25,000.00 Ac¢~'ued Iaterest ' '- 16.15 Interest Rate 3.94 NORTHWEST SAVINGS BANK IGN~]FURE~ TITL--~-- SMITH BARNE _ c t group-J- May 17, 2004 Keefer Wood Allen & Rahal, LLP Attn: Elyse Rogers 415 Fallowfield Road Suite 3Ol Camp Hill PA 17o11 The Estate of Margaret K. Krebs 746-o6369-18-325 Dear Ms. Rogers: In response to your letter dated May 4th, I am providing you with the value of the account, as of April 6, 2004. Below is information as follows: Account # 746-o6369-18-325 Type: Individual account In the name of: Margaret IL Krebs Approximate Account Value as of April 6th, 2oo4:$2o,3o7.33 Approximate Accrued Interest from 12/23/03 thru 04/06/04:$261.18 The closing price on April 6m, 2004: Providian National Bank- NH *Certificate of Deposit DTD 12/19/01 Int: Semi-Ann Int: 4.45% Mary: 12/22/2004 101.531 If you have any questions or need additional information please contact my office at (717) 854-5553. Sincerely, % Samir S. Parikh Portfolio Manager Financial Consultant Financial Planning Specialist This information is being provided at your request and does not replace or supersede the client's monthly Salomon Smith Barney customer statement. This information is based upon the market value of the account as of the close of business on April 6th, 2004, and is subject to daily market fluctuation. Citigroup Global Markets Inc. 204 North George Street, Suite 300 York, PA 17401 Tel 717 854 5553 Fax 717 852 4101 Toll-free 800 343 5235 THE INFORMATION SET FORTH WAS OBTAINED FROM SOURCES WHICH WE BELIEVE RELIABLE BUT WE DO NOT GUARANTEE ITS ACCURACY OR COMPLETENESS. NEITHER THE INFORMATION NOR ANY OPINION F~XPRESSED CONSTITUTES A SOLICITATION BY US OF THE PURCHASE OR SALE OF ANY SECURITIES. Providian National Bank P.O. Box 707 Triton, New Hampshire 03276-0707 1-800-821-9049 May 27, 2004 Keefer Wood Allen & Rahal, LLP Attorneys at Law Attn: Cayle D Swindler Legal Assistant to Elyse E Rogers 415 Fallowfield Rd Suite 301 Camp Hill PA 17011-4906 Re: Estate of Margaret K Krebs Dear Ms. Swindler: On May 24, 2004 we sent you a letter containing balances for Margaret K Krebs accounts. Some of the information was inaccurate. You will find the corrected information listed below. Ms. Krebs had four accounts with Providian, three of which were closed prior to her demise. Listed below is the information you requested for the account that was open as of April 6, 2004, the time of her demise. Account Name: Account Number: Type of Account: Account Balance as of 04/06/04: Account Open Date: Margaret K Krebs Maturity Date: Certificate of Deposit Account number 58114168 58114168 Ce~ificate of Deposit $25,O52.65 04/24/01 Interest Rate: 5.12% Verification Date: May 27, 2004 04/23/04 $25,052.65 = $25,000.00 + $52.65 accrued interest. Interest is paid monthly. Interest posted prior to date of death was on March 22, 2004. Accrued interest is from March 23, 2004 to April 6, 2004. The above referenced account was closed on April 23, 2004, per instructions received from Ms. Krebs prior to her demise. Certificate of Deposit Account number 58112468 was closed on March 5, 2004, Certificate of Deposit Account number 58112753 was closed on March 28, 2003 and Certificate of Deposit Account number 110001371 was closed on February 6, 2004. Providian National Bank MEMBER FDIC Providian Bank MEMBER FDiC © 2001 Providlan Financial Corporation Providian National Bank Member FDIC E5032 Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 May 12,2004 Reference ID: 907463 KEEFER WOOD ALLEN & RAHAL 415 FALLOWFIELD ROAD SUITE 301 CAMP HILL, PA 17011-4906 SUBJECT: Verification / Confa'mation of Account and Balance Information provided for: Customer: MARGARET K KREBS (SSN# 188-03-3670) Date of Death: April 6, 2004 Account Account Type Number CHECKING 1010028625016 LEGAL TITLE: MARGARET K KREBS STEPHEN J KREBS Deposit Account Information Date of Death Average Date Maturity Interest Accrued Balance Balance* Opened Date Rate Interest $4,656.27 4/16/2003 YTD Date Interest Paid Closed $0.01 $4.56 CHECKING 1010083587814 $82,932.96 2/13/2004 $3.40 $216.32 LEGAL TITLE: STEPHEN J KREBS MARGARET K KREBS VISA Account Type * Due to system limitations, we can only provide a twelve month average balance on depository accounts. Revolving Credit Information Account Date of Death Credit Date Date Times Legal Title Number Balance Limit Opened Closed Late 4264298388428651 MBNA - Revolving credit accounts are no longer serviced by Wachovia Bank. Please contact MBNA at 800-441-7048. ANNUITY Other Account InformutJon Account Account Date of Balance Date Date Type Number Opened Closed WNFCA2FJ29748 LEGAL TITLE: MARGARET K KREBS Ledger Collected 1 / 17/2004 AMERICAN GENERAL - For information regarding annuities, please call 800-424-4990 3000 O00614 Reference ID: 907463 * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. Servicenter Associate Phone: (540)563-7323 chc;js 0000 000614 LOOK FOR US. WE'LL GET YOU THERE. 5/5/2004 KEFFER WOOD ALLEN & RAHAL 415 FALLOWFIELD RD STE 301 CAMP HILL PA 17011-4906 The information which you requested on the account(s) of MARGARET K KREBS (Social Security Number 188-03-3670) is/are as follows: Account Number 20011724 9600019218 Class of Account CHECKING CERTIFICATE Date Opened 112294 101603 Principal Balance 43712.99 35000.00 Accrued Interest 11.94 17.69 Balance at Date of 43724.93 35017.69 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 112294 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established SOLE 101603 Additional Information Requested ERIN E WATTS SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 1710~;-1711 Toll Free 1-866-WAYPOINT (I-866-9;=9.7646). IN YORK AREA 717/815-4500 · wvvw. wagpointbank, com EXHIBIT G~ REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Krebs, Mar~'aret K. 21-2004-0368 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. ~SCRIP~ON OF PROPER~ % OF I~M INCLU~ ME NNvtE OF ME TRANSFEREE, THEIR RE~TIO~HIP TO DATE OF DEATH DECD'S EXCLUSION ~CEDENT~D ME ~ OF TRANSFER. A~ACH A COPY OF THE TAXABLE VALUE NUMBEF ~ED FOR REAL ~TATE. VALUE OF ASSET INTEREST (IF ~CABLE) 1. AIG Annuity Contract #2FJ29748 60,074.09 100.00 0.00 60,074.0S Beneficiaries= Allison Krebs, Matthew Krebs, Andrew Vitz 2 ~Wachovia Bank Checking Account 82,936.36 100.00 3,000.00 79,936.36 #1010083587814 joint with decedent's son, Stephen J. Krebs - account opened Februar~ 13, 2004 ($3.40 accrued interest) 3 Wachovia Checking 4,656.28 100.00 0.00 4,656.2~ #1010028625016 owned jointly with decedent's son, Stephen J. Krebs -opened 4/16/03 ($.01 accrued interest) TOTAL(Alsoenteronline7, Recapitulation) $ 144,666.73 (If more space is needed, insert additional sheets of same size.) 2W46AF 2.000 AIG Annuity Insurance Company P.O. Box 871 Amarillo, Texas 79105-0871 800.424.4990 May 20, 2004 Cayle D. Swindler Keefer, Wood, Allen & Rahal, LLP 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011-4906 AIG Annuity Insurance Company Margaret K. Krebs, Deceased Contract/Policy #2FJ29748 Dear Ms. Swindler: The Internal Revenue Service requires reporting of all death benefits for federal estate tax purposes. Form 712 is prepared for regular life insurance contracts only. Since this contract was an annuity, the Form 712 is not applicable. Listed below is the death benefit information for the above-referenced annuity contact. Type of Annuity Contract: (Flexible Premium) Date of Issue: Contract Owner's Name(s): Original Investment: Cost Basis Cash Value as of Date of Death on 04-06-2004: Total Payment for Death Benefit on 05-20-2004: Proceeds made payable to: Non-Qualified Tax Deferred Annuity 01-17-2004 Margar~K. Krebs $60,000.00 $60,000.00 $60,074.09 $60,154~46 Allison Krebs, Ma~hewKrebs, and Andrew Vitz If you have any questions or require further assistance, please contact our Customer Care Representatives, available Monday through Friday, 8:00 AM to 6:00 PM Central Time, at (800) 424-4990. We appreciate this opportunity to serve you. Sincerely, Christina Meyer, Annuity Claims Clerk AIG Annuity Insurance Company AIG Annuio, blsurance Company Member qf American It~terttational G 'oup, l~ic. EXHIBIT H EV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Krebs, Margaret K. 21-2004-0368 ITEM NUMBER Debts of decedent must be reported on Schedule I. DESCRIPTION 2 5. 6. 7. 8 9 10 12 FUNERAL EXPENSES: Jane Krebs, food for Baumeister, Orcutt & funeral luncheon Small Mortuaries Inc. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Stez3hen J, Krebs Social Security Number(s) / EIN Number of Personal Representative(s) 2 0 8 - 3 8 - 3 3 8 0 Street Address 261 Conwal,' Street City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2004 Att0rneyFeesName.· Keefer Wood Allen & Rahal, LLP 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 Accountant's Fees Tax Return Preparer's Fees Equiserve, surety bond Stephen Krebs, reimbursement for postage Wachovia, deposited item returned fee Reserve for miscellaneous expenses The Sentinel, legal advertising Cumberland Law Journal, legal advertising TOTAL (Also enter on line 9, Recapitulation) AMOUNT 256.83 732.64 12,000.00 3,500.00 0.00 389.00 0.00 0.00 20.00 4.42 10.00 150.00 115.79 75.00 17,253.68 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) EXHIBIT I REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEI DEBTS OFDECEDENT, MORTGAGELIABILITIES,& LIENS Krebs, Margaret K. FILE NUMBER 21-2004-0368 Include unreimbursed medical expenses. ITEM NUMBER 9 10 11 12 13 14 PA Department of Revenue DESCRIPTION 2 Pa Dept of Revenue 3 Bank Card Services 4 US Treasury 5 BETRA home healthcare 6 Updegrove, dentist 7 Care Advantage, home healthcare 8 Equiserve Trust Company, check #1762 written prior to, but clearing after decedent.s date of death L Tax & Accounting, tax preparation US Treasury, final income tax Bankcard Services Dr. Pariol BETRA, home healthcare PA Department of Revenue, final income tax AMOUNT 11.00 134.00 4?3.46 388.00 869.50 10.00 829.22 20.00 110.00 2,778.00 143.48 65.00 148.00 90.00 2W46AH 2.000 TOTAL(Also enter on line 10, Reca (If more space is needed, insert additional sheets of the same size) $ 6,069.66 EXHIBIT J REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Krebs, Margaret K. NUMBER FILE NUMBER 21-2004-0368 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrights~usaldistributions, andtransfem underSec. 9116(a)(1.2)] Krebs, Stephen J. 261 Conway Street Carlisle, PA 17013 Vitz, Patricia 2787 Joppa Road York, PA 17403 Krebs, Matthew J. 261 Conway Street Carlisle, PA 17013 Krebs, Allison E. 261 Conway Street Carlisle, PA 17013 Vitz, Andrew 2787 Joppa Road York, PA 17403 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Daughter Grandson Granddaughter Grandson AMOUNT OR SHARE OF ESTATE 10,000.00 10,000.00 164,599.23 164,599.24 164,599.24 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 o 0 0 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) COPY LAST WILL AND TESTAMENT OF MARGARET KATHERINE KR~BS I, MARGARET KATHERINE KREBS of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. SECOND I give, devise and bequeath the sum of ten thousand ($10,000.00) Dollars each to my son Stephen J. Krebs and my daughter Patricia E. ritz. I give, devise and bequeath al the rest residue and remainder of my estate, of whatever nature and wherever situate in as nearly equal shares as possible to such of my grandchildren as survive me, per stirpes. THIRD I direct that no trustee, personal representative, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for my purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. FOURTH My personal representative and trustee shall have the following powers in addition to those vested in them by law and by other provisions of this will, applicable to all property, real, personal or mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property until actual distribution thereof. A) To retain, as investments of my estate or trust, any or all assets of my estate, real, personal, or mixed, without regard to any principal of diversification or risk. B) To pay all taxes, charges and expenses of maintenance, upkeep, improvements, development, protection, preservation and investment of any retained or acquired real or personal property, such payments to be made from the principal of my said trust. C) To invest any and all funds, whether principal or income, in any real or personal property without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification; to exercise all rights of a security holder or share holder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by which the same was acquired by my said trustee. D) To make payment or distribution herein provided for in cash, kind or partly in cash and partly in kind, at valuations fixed by my trustee at the time of distribution. FIFTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable hereunder shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SIXTH I appoint my son, STEPHEN J. KREBS, Executor of this my Last Will and Testament. Should my said Executor fail to survive me or for any reason fail to qualify as Executor, then I appoint my daughter PATRICIA E. VITZ Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this 7th day of January, 2004. MARGARET KATHERINE KREBS Signed. sealed, published and declared by the above named Testatrix, MARGARET KATHERINE KREBS as and for her Last Will and Testament, in the presence of us, who, at her request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ADDRESS 95 Alexander Spring Rd: Rte q: Carli.4e: PA ADDRESS 95 Alexander Spring Rd: ~qte ~;: Carlisle; PA COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS. We, MARGARET KATHERINE KREBS ~//~/"'i~-/L1; FI(,D 4 ~','a7L and '~-~1 q ~.~. ~Ornn~,i~ the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her flee and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before m%this 7th day of January, 2004. Notarial Seal Tricia L. Bailey, Notary Public South Middleton Twp., Cumberland County My Commission Expires Sept. 24, 2006 KEEFER WOOD ALLEN & RAHAL, LLP 415 FALLOWFIELD ROAD, SUITE 301 CAMP HILL, PA 17011-4906 014H15206195 $0.370 0912112004 Mailed From 17011 LLI Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060! COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ELYSE E ROGERS ES~ KEEFER ETAL 415 FALLOWFZELD RD $0 CAMP HILL PA 1701! DA?E~; ~, 09-~-Z004 ESTA~!OF KRESS MARGARET K DATE OF DEATH Oq-O6-ZO04 FILE NUMBER 2! 04-0S68 ACN 101 · , [ Amoun~ Rem/~ld MAKE CHECK PAYADLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS L'rNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) K~# ZNHER'rTANCE TAX STATEHENT OF ACCOUNT ESTATE OF KREDS MARGARET K FILE NO. 21 04-0368 ACN 101 DATE 09-07-ZOOq THIS STATEMENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHOHN BELCH TS A SUHHARY OF THE PRINCIPAL TAX DUE, APpLTDATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FZDURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-S0-2004 PRINCIPAL TAX DUE: .............................................................................................................................................. PAYMENTS (TAX CREDITS): 23,120.90 PAYMENT RECEIPT DISCOUNT C+) DATE NUMDER INTEREST/PEN PAID (-) AMOUNT PAID 07-06-ZOOq CDOO41Z8 1,152.84 21,90q.01 PAYMENT MUST BE MADE BY 01-07-Z005~. ZF PAED AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE ZS LESS THAN NO PAYMENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A 'CRED[T" (CR), TOTAL TAX CREDIT 23,056.85 BALANCE OF TAX DUE 64.05 INTEREST AND PEN. .00 TOTAL DUE 64.05 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT280601 HARRISBURG, PA ~7128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004421 KREBS STEPHEN J 261 CONWAY STREET CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 188-03-3670 FILE NUMBER: 2104-0368 )ECEDENT NAME: KREBS MARGARET KATHERINE DATE OF PAYMENT: 09/24/2004 POSTMARK DATE: 09/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/06/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~64.05 TOTAL AMOUNT PAID: 964.05 REMARKS: SEAL CHECK# 73341 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVZDUAL TAXES THHERITANCE TAX nZVISTDN DEPT. 280601 HARRISBURG, PA 17128-0601 ELYSE E ROGERS ESQ KEEFER ETAL q15 FALLOWFIELD RD 50 CAMP HILL PA 17011 CONNONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN CUT ALONG THZS LZNE ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, REV-~.$¢7 EX AFP (01-05) 08-50-200q KREBS MARGARET K 0~-06-200~ 21 -.o568 CUl~.~ LAN]~ :i' :.) MAKE CHECK PAYABbEAND R~IZT PAYMENT TO: REGISTER OF ~'iLLS -o CUHBERLAND C~COURT.~OUSE"~i:. CARLISLE, PA~'I?O[5.C:,, .... RETAZN LONER PORTZON FOR YOUR RECORDS q ALLONANCE OR ESTATE OF KREBS DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX HARGARET K FZLE NO. 21 0~-0568 ACN 101 DATE 08-50-Z00~ TAX ~I:YURN NAS: (X) ACCEPTED AS FTLED RESERVATTON CONCERNTNG FUTURE ZNTEREST - SEE REVERSE ( ) CHANGED APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es~a~e (ScheduZe A) (Z) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Per~nership Zn~eres~ (Schedule C) ($) q. Hor~gages/No~es Receivable (Schedule D) (q) S. Cash/Bank Deposi~s/Hisc. Persona! Proper~y (Schedule E) (S) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Adm. Cos~$/Hisc. Expenses (Schedule H) (9) 10. Debts/Hot,gage Liabilities/Liens (Schedule Z) (10). 11. To,al Deductions 72~559.15 .00 519~895.17 .00 .00 NOTE: To insure proper credi~ ~o your accoun*, submi~ ~he upper portion .00 of ~h~s form wi~h your ~ex Payment. 1qqz666.75 (8) 557,121.05 17,255.68 23.323.3~ 513,797.71 6~069.66 (11) .. 12. Ne~ Value of Tax Re~urn (12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00 lq. Ne~ Value of Es~a~e SubSec~ ~o Tax (lq) 515,797.71 NOTE: Z~ an assessment ~as lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: (~5) .00 x O0 = .00 (~6) 515,797.71 x 0~5= 25,120.90 ('t?) .00 x 12 = .00 (~8), .00 x 15 = .00 (19)= 25,120.90 ANOUNT PAZD DZSCOUNT (+) ~NTEREST/PEN PAZD (-) .00 21,90~.01 TOTAL TAX CREDZT BALANCE OF TAX DUEJ ZNTEREST AND PEN. TOTAL DUE 21,90q.01 1,216.89 .00 1,216.89 ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT TS RE~UTRED. ZF TOTAL DUE TS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line lq ~axeble a~ Lineal/Class A ra~e 17. Amoun~ of Line lq a~ Sibling ra~e 18. Aeoun~ of L/ne lq ~axable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDZTS: PAYHENT / RECEZPT DATE NUMBER 07-07-200~ CD00~128 PAYMENT MUST BE MADE BY 01-06-2005~. ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. RESERVATION: Estates of decedents dy[nD on or before December 1Z, 1982 -- [f any futura interest [n the estate [s transferred in possess[on or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or For years, the Common#smith hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes et the leHFut Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of 2000. (7Z P.S. Section 9140). PAYHENT: Detach the top portion of this Not[ce and submit ~[th your payment to the Rag[star of Hills printed an the reverse side. --Hake check or money order payable to: REGISTER OF N/LLS, AGENT REFUND (CR): A refund of a tax credit, ~h[ch Has not requested on the Tax Return, may be requested by completing an "Application For Refund oF Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register oF Nills, any r,f the 23 Revenue District Offices, or by callino the special Z4-hour ansHar[ng service for Forms ordering: 1-800-361-2050; services for taxpayers H[th special hearing and / or speaking needs: 1-800-447-3010 (TT only). OBJECTIONS: Any party in interest not satisfied ~ith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object Hithin sixty (60) days of receipt oF this Notice by: --~r[tten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA I?IZB-XOZI, OR --election to have the matter da[ermined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Factual errors discovered on this assessment should be addressed in Hr[ting to: PA Bepartaant of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment RaviaH Unit, Dept. 280601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6SO5. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. IF any tax due is paid H[thin three (3) calendar months after the decedant's death, a five percent (SI) discount of the tax paid [s alloHad. The 15Z 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 tho tax amnesty period. This non-participation penalty is appealable An the same manner and in the the same time period as you Hauld appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning ~[th First day oF delinquency, or nine (9) months and one (l) day from the date of death, to the date of payment. Taxes ehich became delinquent before January l, 1982 bear interest at the rate of six (6X) percent par annum calculated at a daily rate oF .000164. All taxes ~h[ch became delinquent on and after January l, 1982 ~ill bear interest at a rate which Hill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara: Interest Daily Interest emily Interest Year Rate Factor Year Rate Factor ~'~ ~ .00054B ~'~8-199! llZ .000501 1983 161 .0004S8 1992 91 .000147 1984 llZ .000301 1993-1994 72 .O00lgz 1985 i~Z .000356 1995-199B 92 .000247 19B6 101 .000274 1999 71 .000191 1987 10X .000174 1000 7~ .000191 --Interest is calculated as folloHs: Daily Year Rate Factor ~ 9Z .OOOZa7 ZOOZ 6Z .000164 2003 SZ .000137 2004 4Z .000110 INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINI~UENT X DATLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If payment is made after the interest computation date shoHn on the Notice, additional interest must ba calculated. BUREAU OF ZNDZVZDUAL TAXES TNHERZTAHCE TAX DI¥ISTDN DEPT. 280601 HARRTSBURg.. PA 17128-0601 ELYSE E ROGERS ESQ KEEFER ETAL q15 FALLOWFIELD RD 30 CAMP HILL PA 17011 COMNONNEALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT DATE 09-07-200q ESTATE OF KREBS DATE OF DEATH Oq-06-ZO0~ FILE NUHBER 21 0~-0568 COUNTY CUMBERLAND ACM 10! Amoun~ Rem J.~:~ed REV-tGn7 EX AFP MARGARET K MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account, submi~ ~ha upper portion of ~:his fore wi~h your ~:ax payment:. CUT ALONG THZS LTNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) Era ZNHERZTANCE TAX STATEMENT OF ACCOUNT nra ESTATE OF KREBS MARGARET K FZLE NO. 21 0~-0568 ACN 101 BATE 09-07-200~, THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHONN BELON ZSA SUMMARY OF THE PRZNCZPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-$O-ZOOq PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 25,120.90 PAYMENTS PAYMENT DATE 07-06-Z00~ (TAX CREDITS): DISCOUNT (+) INTEREST/PEN PAID (-) RECEIPT NUMBER CDO0~IZ8 PAYMENT HUST BE MADE BY 01-07-2005~. ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' 1,152.8~ AMOUNT ~IO ~ 21,90*i 01 ~ --~ TOTAL TAX CRED'rT Z$,056.85 BALANCE OF TAX DUE 6q.05 INTEREST AND PEN. .00 TOTAL DUE 6q.05 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTTONS. BUREAU OF INDIVIDUAL TAXES ZNHER*rTANCE TAX DI¥ZSTOH PO BOX 280601 HARRISBURG,, PA 17128-0601 ELYSE E ROGERS ESQ KEEFER ETAL R15 FALLONFIELD RD $0 CAMP HILL PA 17011 COMNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE 11-08-200~ ESTATE OF KREBS DATE OF DEATH Oq-06-ZO0~ FILE NUMBER 21 0~-0568 COUNTY CUMBERLAND ACN 101 kmoun'l: Rem J.~'i:ed RE¥-I697 EX &FP (09-B4) MARGARET K MAKE CHECK PAYABLE~.~A~ID REM/T PAYMENT TO: REGISTER OF N~:LLS *~ CUMBERLAND COi-COURT ~HOUSE CARLISLE, PA 17013 ~: NOTE: To insure proper credi~c ~:o your account, sub.li~: ~che upper' potation of ~chis form wi~h your ~:ex payment:. CUT ALONG TH]:S L]:NE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ I~%r:£~,~y '~' '~pp' 'l'iJ~_'-'~ ...... '~;~"~t~ri~lf ~ ~'g~' 'f~ '~f~Y~R~'f ' ~1~ '~i~Y~0RY ' ' ~?? ..... ", ' ......... ESTATE OF KREBS MARGARET K F'rLE NO. Z1 0~-0568 ACN 101 DATE 11-08-200~ THIS STATEHENT ZS PROVIDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHONN BELO# A SUMMARY OF THE PR/NC/PAL TAX DUE, APPL/CATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE~ PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 08-$0-200~ PRINCIPAL TAX DUE: ....................................................................................... PAYMENTS (TAX CREDITS): 23,120.90 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 1,152.8~ 07-06-200~ 09-21-200~ CD00~128 CDOO~R21 .O0 21,90R.01 6~.05 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgUIRED. IF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 23,120.90 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYHENT: Detach the top portion of this Notice and submit eith your payment made payable to the name and address printed on the reverse side, -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NZLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHHONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, mhJch ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS). Applications are available online at eeo.revenue.state.om.us, any Register of Hills or Revenue District Office, ar from the Department's Z4-hour ansmering service for forms orders: 1-800-361-Z050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-5010 (TT only). REPLY TO: DISCOUNT: PENALTY: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Sox Z80601, Harrisburg, PA 17118-0601, phone [717) 787-6505. If any tax due is paid within three (3) 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 end of tho tax amnesty period. 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 ahich became delinquent before January 1, 1982 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicabIe interest rates for 198Z through Z004 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 2001 1981 ZOZ .000548 1988-1991 Ill ,000301 1983 161 .000438 1991 91 .000247 ZOOZ 1984 112 .000501 1993-1994 72 .000192 2003 1985 131 .000356 1995-1998 91 .000147 Z004 1986 lOX .000174 1999 7Z .000191 1987 91 .0002q7 ZOO0 81 .000219 Interest Daily Rate Factor 91 .000247 61 .000164 SZ .000137 41 .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond tho date of the assessment. If payment is made after the interest computation date shown on the Notice, additionaZ interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret K. Krebs Date of Death: April 6, 2004 Will No. Admin. No. 21-04-0368 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-L 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-L 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 -L No_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~\ s~JeJp )~, ).0:2. ~ I \..0 c.) Elyse E. Rogers, Esauire Name (Please type or print) 1...,....- C'; 415 Fallowfield Road, Suite 301 Address :J -'.') Camp Hill. PA 17011 L.-,) (717) 612-5801 Telephone Capacity: _ Personal Representative X Counsel for Personal Representative cPf