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HomeMy WebLinkAbout03-0076Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Odessa S. Cramer also known as No. ~/--~,~ --~ , Deceased Linde L. Cramer, n/b/m /-,~(x ~. ~Jz~.7~ Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) Social Security No. 164-30-2668 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix named in the last Will of the Decedent, dated 08/14/1969 and codicil(s) dated None Constance C. Moore renounces in favor of Linda L. Cramer n/__b/m Linda C. Waechter 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 execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: none B. Grant of Letters of Administration (c.ta.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name (COMPLETE IN ALL CASES:) Decedent was domiciled at death in J Relationsh~ Residence or principal residence at 801 N. Hanover Street, Decedent, then 94 years of age, died 12/21/2002 Attach additional sheets if necessary. Cumberland County, Pennsylvania with his/her last family Middlesex Township, Carlisle, PA 177013 (list street, number, and municipality) at Church of God Home, Carlisle, 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 (Location) 75,000.00 situated as follows: none Wherefore, Petitioner(s) respectfully-request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a~iate form to the undersigned: '~ ~rinted name and residence Linda L. Cramer, n/b/m £~--'--mV~'-~, 2901 Merion Road, Camp Hill, PA 17011 Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. / Linda ~'. Cramer, n/b/m ~/~'~, ~_/, before me this 2 7 t~llay of January , 2003 Donna M. Otto, 1st Deputy No. 21-2003-76 Estate of Odessa S. Cramer Social Security No: 164- 30- 2668 Date of Death: 12/21/2002 AND NOW, January 28th of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary [] Of Administration are hereby granted to Deceased 2 0 0 3, in consideration Linda L. Cramer, (c.ta.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate) Letters ........... Short Certificate(s). 4... Renunciation ........ Affidavits ( ) Extra Pages ( i ) .... Codicil ........... JCP Fee .......... Inventory .......... in the above estate and that the instrument(s) dated 08/14/1969 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. $ [~.00 Donne H. 0~o, [s~ Deputy $ 5 . O0 ARorney: John E. Slike $ ID. No: 06262 Saidis, Shuff, Flower & Lindsay $ 3.00 Address: 2109 Market Street $ Camp Hill, PA 17011 $ 10.00 Telephone: 717/737 - 3405 Other $ TOTAL ......... $ '!4,5...~G0 MAILED LETTERS Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, I nc. TO THE ATTORNEY ON 1-28 -2003 Form RW-1 REGISTER OF WILLS"OF.~ COUNTY OATH OF SUBSCRI~ WITNESS ' (Name) . (Address) 21-2003-76 REGISTER OF WILLS OF Cumberland COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law.,.depose(s) and say(s) that :~' We are familiar with the signature of f_~7~ ~, ¢: 5' ~ ~' ' U (~,~ codicil testat ~';;g of (one of the subscribing witnesses to) the will presented herewith and that ~ C. codicil believ~ the signature on the will is in the handwriting of Odessa. S. Cramer to the best of our knowledge and belief. Sworn to or affirmed and subscribed before .  this 2 7 th day of ~ (Name) January~ ~ ~ 2003 (Address) Register of Wills of Cumberland County, Pennsylvania Estate of Odessa S. Cramer also known as RENUNCIATION No. 21-2003-76 , Deceased The undersigned, daughter (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Linda C. Waechter of WITNESS hand this day of M66~ 417 Morningstar Trail Fancy Cap, VA 24328 (Address) (Signature) (Address) (Signature) Sworn to or affirmed and subscribed before me this / ~/~'-~ day o~../~,~,~/, · .,~0~ ~_ MY Commissioi~xpire¢ 0 I~ (Signature and seal of Notary or other official qualified to administer oaths, Show date of expiration of Notary's commission.) Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. (Address) ~ Notarial Sea ^ Shelby L. Yingling, Notary Public . .Camp ~11Boro Curt-berlarld C M Co ' - ' . ount emi)er, Penns,l NOTE: Renunciations executed outside the Office of Register of Wills in some counties are required to be notarized. Form #Ri-4 (1991) 21-2003-76 LAST WILL AND TESTAMENT OF ODESSA S. CRAMER I, ODESSA S. CRAMER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any and all wills previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be convenient after my death. II - I devise and bequeath all the rest, residue an~ remainder of my estate of whatever nature and wheresoever situate unto my issue in equal shares per stirpes. III - I appoint Cumberland County National Bank and Trust Company of New Cumberland, Pennsylvania, guardian of any property which passes either under this will or otherwise to a minor and w~h respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. It is my intention to appoint my said guardian, Cumberland County National Bank and Trust Company, as guardian in all of the instances listed in Section 18(b) of the Wills Act of 1947, as amended, as well as in other instances where I am authorized by law or permitted to do so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education, sup- port and welfare without further responsibility to the minor or minors or to any person taking care of the minor or minors. It is my intention that the foregoing powers may be exercised by the guardian without prior court approval. The said guardianship shall terminate as to each beneficiary when he or she reaches the absolutely. The interest of the beneficiary or beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IV - Ail taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense o~ the administration of my estate, and my personal representative or representatives shall have the absolute power in his or her discretion to Day the same at once whether or not the law under which they are imposed permits the postponement of all or~rt of them to a later time. V - I appoint my children, Linda L. Cramer and Constance A. Moore, Coexecutrices of this, my Last Will and Testament. Neither of my said representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the /~T~ day of ~~F- , 1969. ~-~ Odessa S .~" Cramer (SEAL) Signed, sealed, published and declared by ODESSA S. CRAMER, Tes- tatrix therein named, on this and one (1) other sheet o~ paper as and ~or her Last Will and Testament.in our presence, who, in her presence, at her request and in the presence o~ each other have hereunto subscribed our names as attesting witnesses. Address ODESSA S. CRAM_ER LAW OFFICES ARNOLD ~ SLIKE 2109 I~iA. RKET STREET CA/~P HILL, PENNSYLVA/~IA 17011 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Odessa S. Cramer Date of Death: December 21, 2002 Will No. 21-03-0076 Admin. No. To the Register: 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 February 7, 2003. Name Linda C. Waechter Constance C. Moore Address 2901 Merion Road, Camp Hill, PA 17011 417 Morningstar Trail, Fancy Gap, VA 244328 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: )!]~,4 ~ \.~ ~) Jol~n E. Sl~e, Esqfi~e (~2'i 09 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal Representative Counsel for Personal Representative Law Offices SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, Pennsylvania 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 KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN M. 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: attorney@ssfl-law.com www.ssfl-law.com CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL March 18, 2003 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re-' The Estate of Odessa S. Cramer File No. 21-03-0076 /sly Enclosure Dear Ladies: Enclosed please find a check in the amount of $5,000 representing a discount payment on account of inheritance taxes in the above estate. Please forward a receipt for the payment to our office. Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY Shelby L, ~gt~g, Estate 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 002312 JOHN E SLIKE ESQUIRE 2109 MARKET STREET CAMP HILL, PA 17011 fold ESTATE INFORMATION: SSN: 164-30-2668 FILE NUMBER: 2103- 0076 DECEDENT NAME: CRAMER ODESSA S DATE OF PAYMENT: 03/19/2003 POSTMARK DATE: 03/1 8/2003 COUNTY: CUMBERLAND DATE OF DEATH: 12/21/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,000.00 REMARKS: JOHN E SLIKE ESQUIRE TOTAL AMOUNT PAID' $5,000.00 SEAL CHECK# 105 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMANt 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 www.ssfl-law.com CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL June 11, 2003 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Odessa S. Cramer iliii? File No. 21-03-0076 Dear Ladies: Enclosed please find an original and two copies of an inheritance tax return in regard to the above-referenced estate. Also enclosed are checks for the filing fee and the balance of tax due. Kindly forward a receipt to our office and return a time-stamped copy of the return in the envelope provided. Thank you. Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY .. 'She{6~l~L.~ing, Estate Paralegal /sly Enclosures Board Certified by the American Board of Certification in Creditors' Rights Representation /'7'-//"7- REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 D E C E D E N T cAPB 4. HpRL EpIO 6. CRAC KOTM ES r--J9, cg o $ T I T U L T I O O TC T I O REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DEGEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Cramer Odessa S. DATE OF DEATH (MM-DD-YEAR) 12~1./~02 DATE OF BIRTH (MM-DD-YEAR) 10/14/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-03-0076 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 164-30-2668 THIS REIURN MUST IBE RI I=n IN DUPt.lCA REGISTER OF WILLS SOCIAL SECURITY NUMBER Original Return [~ 2. Limited Estate ~ 4a. Decedent Died Testate 7. (Attach copy of Will) Litigation Proceeds Received ~ 1 0.  (dp Supplemental Retum 3. Remainder Return pn t~ n~ ~tf h . ~'F{'~r(~-~gt'SE~ Compromme (date of death after 12-12- 5. Federal Estate Tax Retum Beqed'edt Maintained a Living Trust 1 8. Total Number of Safe Depo (~opy of Trust) Spousal Poverty Credit 11. Election to tax under Sec. 9 ~:l~{~f death between 12-31-91 and 1-1-95) (Attach Sch O) NAME John E. Slike FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717/737- 3405 COMPLETE MAILING ADDRESS 2109 Market St. Camp Hill, PA 17011 1Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 5Cash, 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{3Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 'rrotal Deductions (total Lines 9 & 10) 13tlet Value of Estate (Line 8 minus Line 11) None 68,627..~ Non~ ' 65,044. Non.?, None~ 1,856.44 1,033.40 13~haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) (8) (11) (12) (13). OFFICIAL USE ONLY 133,671.42 2,889.84 130,781.58 (14) 130,781.58 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES lSd. mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) X 160,mount of Line 14 taxable at lineal rate 1 3 0,7 81.5 8 X 17Amount of Line 14 taxable at sibling rate X .12 .0 0 (15) 0.00 .o 45 (15) 5,885.17 (17) 0.00 18~.mount of Line 14 taxable at collateral rate X .15 (18). 0.00 (19) 5,885.17 Due ii~;~:~iI~!i~';[~;~i~.' ~': '" :ii.;,"~': ~;~:-~'~?~ :; '~.~ ::~:'";~,;:~: ~., '~ .......... ~' i', '~ "~"~ '~' '~ "-~', ..... ~ .... ':;;..'? · '~' ".¥.::~'. '::'.:.:'.:.~ ":i"' · .:.-,~ ............ ~ ........................ ~, ~ ~:,~ ~ ~ Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 801 N. Hanover Rd. CITY Carlisle Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5,000.00 263.16 STATEI ZIP PA 17013 (7) Total Credits ( A + B + C ) (2) 5,885.17 3Jnterest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4Jf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to recluest a refund (4) 5Jr Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 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 Ne a. retain the ;Jse 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? ................... 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ r--'-J ~ 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. ~ ~] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ r~ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 5,263.16 0.00 0.00 622.01 0.00 622.01 Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personat representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Linda C. Waechter D ,--k ~ -. ~ 9 . 3 . z_ ; 2901 Merion Rd. _. ~ A SIGNA~E OF PRE~ER OTHER THAN REPRESENTATIVE Saidis, Shuff, Flower & Lindsay ' '/ e ~ I.,,,~ ~ ~' ,, 2109 Market St. . ./ /. ~ A ....... - --iv6ii- ......................... · su~iving s~use i~3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) RE~/-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Odessa S. Cramer SS~/ 164-30-2668 12/21/2002 21-03-0076 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNITVALUE OFDEATH 1 Series HH Savings Bonds, see attached list 8,000.00 2 10 shares AT&T, Direct Registration Acct. 16079-8918 26.45 264.50 3 60 shares SBC Communications, Direct Reg. Acct. 3872- 01636 28.17 1,690.20 4 PNC Investment Acct. 22898897, consisting of: 58,672.51 12.99 Blackrock Money Market Portfolio at 1.00 8 sh. Agere Systems, Inc. ClB at 1.31 32 sh. Lucent Tech., Inc. at 1.39 4,330.983 AIM Investment Sec. Fund, ClB at 6.36 4,032.545 Federated Fixed Income Stra. Fund ClB 7.67 TOTAL(Alsoenteronline2, Recapitulation) 68,627.21 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I$03 EX (Rev. 1-97) REV-1508 EX + (1-97) SCHEDULE E I COMMONWE^.T. OF.E..S¥.V*.,^ CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Odessa S. Cramer SS~/ 164-30-2668 12/21/2002 21-03-0076 Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 4 5 6 7 8 9 10 VALUE AT DATE DESCRIPTION OF DEATH 21001019364 (opened 3/2/93) PNC Bank, CD Acct. accrued interest PNC Bank, CD Acct. accrued interest 31500091788 (opened 6/16/97) PNC Bank, checking Acct. 5140013586 (opened 3/14/89) accrued interest PNC Bank, savings Acct. 5001160826 (opened 5/21/97) Highmark, refund of insurance premium gold coins and old paper money (based on sale prices) Medicare reimbursement Church of God Home, refund Cash electronically transferred from PNC Investment Acct. to PNC checking acct. on 12/24/02 not reflected in DOD value of either account 65 Special, refund TOTAL (Also enter on line 5, Recapitulation) $ 29,519.77 482.08 6,619.32 2.69 11,113.81 2.34 692.13 434.33 151.00 428.40 512.66 15,000.00 85.68 65,044.21 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-~511 EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Odessa S. Cramer SS~/ 164-30-2668 12/21/2002 FILE NUMBER 21-03-0076 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. 5. 6. 7. :UNERAL EXPENSES: (pre-paid plan) ~DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Saidis, Shuff, Flower & Lindsay 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 Return Preparer's Fees OtherAdministmtiveCos~ Cumerland Law Journal, estate notice The Sentinel, estate notice PNC, safe deposit box key Register of Wills, filing fee for return TOTAL (Also enter on line 9, Recapitulation) waived AMOUNT 1,500.00 145.00 75.00 109.44 12.00 15.00 $ 1,856.44 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, inc. Form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Odessa S. Cramer SS~/ 164-30-2668 12/21/2002 21-03-0076 Include unreimbursed medical expenses. ITEM NUMBER DESORIPTION 1 2 3 Brockie Healthcare Nationwide Provident, reimbursement PA Dept. of Revenue, taxes for 2002 for payments rec'd after DOD TOTAL (Also enter on line 10, Recapitulation) AMOUNT 428.40 210.00 395.00 $ 1,033.40 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev, 1-97) RE'V-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Odessa S. Cramer SSf/ 164-30-2668 12/21/2002 21-03-0076 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE II. tAXABLE DISTRIBUTIONS [include outdght spousal distributions, and t~sfem under Sec, 9116(a)(1.2)] Linda C. Waechter (formerly known as Linda L. Cramer) 2901 Merion Road, Camp Hill, PA 17011 Constance C. Moore 417 Morningstar Trail, Fancy Gap, VA 244328 daughter daughter 1/2 of estate 1/2 of estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATE1 ON REV 1500 COVER SHEET NON-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) 2000 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00) Historical Prices Page 1 of 1 FINANCE Search-Einar~9.~ Hp.me - ¥~boo,- Help Historical Prices - SBC (SBC COMMS) As of Dec-23-02 More Info: (~_upt~ I _C_ hq¢ I N_e_ws I ~rpfile I I~esearqb I S~E_P I M_e_s_~a_g_e_~ I Insid_e.r Start: ]~)ec "~: 2' End: ~~]2002 Daily Weekly Monthly Dividends Ticker Symbol: ]sbc Get Data ~1 Date Open High Low Close: Volume Adj. Close* Dec-23-02 28.08 28.35 27.75 28.00 6,359,000 27.75 Dec-20-02 28.68 28.70 27.85 28.21 12,759,000 27.96 Dowgioad Spreadsheet Format * adjusted for dividends and splits please see FAQ. ADVERTISEMENT Rent DV£ from Neff As many as you want just $20~ Try FREE No Late Fees Over i2,000 TiNes Free Shipping Both Wa) No Driving, No Lines Click to, try Netflix forF Quest ons or Comments? Copyright © 2003 Yahoo! Inc. All rights reserved. Privacy Policy -Terms of Service Historical chart data and daily updates provided byCommodity Systems, Inc. (CSI). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSl) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance.yahoo.corn/d?a= 11 &b=20&c--2002&d= 11 &e=23&£=2002&g=d&s=sbc 03/12/2003 Historical Prices Page 1 of 1 ~~00~ FINANCE/¥J . .... Search ~FinaDGe Hc[Fne - ~;~bOO!-_Help Historical Prices - T (AT&T CORP) As of Dec-23-02 More Info: Quote I Chart I News I Profile I Research [ SEC I Messages I Insider st~.: ~120 12002 End: ~t'~'3 12002 Daily Weekly Monthly Dividends Ticker Symbol: 1T Get Data ] Date Open High Low Close Volume Adj. Close* Dec-23-02 26.59 27.30 26.47 27.30 3,559,600 27.30 Dec-20-02 25.39 26.65 25.36 26.58 7,633,400 26.58 Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. ADVERTISEMENT Rent DVD from Netfl As many <~s ymJ want iust $20 ~ Try FREE No Late Fees Over i2,000 Titles Free Shipping Both Way No Driving, No Lines Click to try Neffiix for F$ Questions or Co _mm_e_nts._? Copyright © 2003 Yahoo! Inc. All rights reserved. Privacy Policy -Terms of Service Historical chart data and daily updates provided byCommodity Systems, Inc. (CSI). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance.yahoo.com/d?a= 1 l&b=20&c=2002&d=l l&e=23&f=2002&g=d&s=T 03/12/2003 Please Detach and Retain CheckNo. 29795828 TaxlDNo, Year-to-Date Net Dividend CONFIDENTIAL $1.88 AT&T r~e Number of Shares '5 10 Gross Dividend Paid Tax Withheld 1.88 0.00 Year-to-Date 1 · 88 0 . 00 'T -- IMMEDIATE ACTION REQUIRED! rms and instructiOns explaining that you MUST return your AT&T .1-for-5 Reverse Stock Split in order to receive your book-entry ot returned them please do so bY March 1, 2003. nd check you receive until your certificates are received in qood be held in your account and will not accrue interest; ,aterials; d the annual meeting; and certificates for exchange, please disregard the above message. ;LOSED MATERIAL FOR MORE INFORMATION. ,nd: As a result of the November 18, 2002 1-for-5 Reverse Stock Split, :ents) per share is now five times the pre-reverse split rate because lany shares. The total d/vidend remained the same. ODESSA S CRAMER Please Detach and Retain Issue No. 59:56 Account No. 5872-016:56 PASSWORD: 78818959 Current Net Dividend. ~16.20 Year to Date Net Dividend 816.20 Record Date Payable Date 01/10/05 Rate Per Share No. of Shares Gross Dividend Paid 02/05/05 0.270000 60 16.20 INTERNET ACCESS IS HERE! Tax Withheld 0.00 80.00 We are pleased to announce that you can access your account information on the Internet through EquiServe's web site. Visit http://www.equiserve.com You will need the issue number, account number and initial password located above and your social security number (if applicable) to gain access to your account. See Reverse Side for Shareowner Services Directory YOU CAN HAVE YOUR DIVIDENDS AUTOMATICALLY REINVESTED IN ADDITIONAL SHARES OF SBC Under the DirectSERVICE Investment Program, sponsored and administered by SBC's transfer agent, EquiServe Trust Company, N.A. you can purchase SBC common stock directly as well as elect to have your SBC dividends automatically reinvested in additional shares of SBC common stock. Call toll-free 1-800-414-6280 to request program material or visit equiserve.com to view the program material. Please take the time to read the material and learn how this Program can help you meet your investment goals. VOTING YOUR STOCK Traditionally, the SBC annual meeting of shareowners is held on the last Friday in April. The next SBC annual meeting is scheduled for Friday April 25, 2003. All shareowners of record may attend the meeting and vote their shares. If unable to attend, most find it convenient to vote by proxy. You will be able to submit your proxy by mail, by telephone or through the Internet. A notice of the annual meeting and related proxy material, including voting information will be sent to you by the last week of March. PNCBANK April 14, 2003 John E. Slike 2109 Market Street Camp Hill, PA 17011 Estate of Odessa S. Cramer, deceased SSN: 164-30-2668 DOD: 12/21/2002 Dear Mr. Slike: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificates of Deposit Account #21001019364 ODESSA SPAHR CRAMER DOD balance: $29,519.77 + $482.08 accrued interest Established 03/02/1993 Account #31500091788 ODESSA C CRAMER DOD balance: $6,619.32 + $2.69 ac, creed interest Established 06/16/1997 Checking Account Account #5140013586 Established 03/14/1989 MRS ODESSA SPAHR CRAMER DOD balance: $11,113.81 + $2.34 accrued interest . ,~ Savings Account Account #5001160826 MRS ODESSA SPAHR CRAMF~R DOD balance: $692,13 + $0.00 accrued interest Established 05121/1997 For Broke, rage information, please call 1-800-762-6111. INV #22898897 Pagel of 2 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pittaburgh PA 15219 Page 2 of 2 Member FDIC TOTAL P.02 lyons ; 588 ESTATE OF ODESSAS. CRA/VIER (T:K)D VALUATION 21 December, 2002) The information provided in this report is believed to be reliable, btrc its accuracy cannot be guaranteed. A mean price is calculated as an average of the high and low on the valuation date when available. If these prices are not available, such as on weekends or holidays, the mean price is the inversely weighted average of the high and low on the nearest trading dates before and after, when these prices are available within one week of the valuation date. If actual trades are not available, the nearest bid and ask prices are subsxi~ed. Note that securities traded on the Toronto Exchange are in Canadian dollan. If an equityis ex-dividend for a cash distribution on or before the valuation date bm is of record after the valuation date, the dividend is included in the valuation report and is added to the secm'ky's value. This is reported as an adjusted value on the report. If the date of death is on or after the record date and the dividend is payable after that date, the accrued dividend is listed separately on the report and added to the portfolio's total value. Prices for which daily updates are not available are priced according to a Corporate Pricing Cycle. These pricing dates occur on the last business day of the week, and the last business day of the month, unless the end of the week update falls within three business days or less, of the end-of-month update. 13 March 2OO3 3--13--03; 3:01PM;hilliord lyons Date of Death: 12/2i/2002 Valuation Date: 12/21/2002 Frocessin9 Date: 03/13/2003 Estate valuation Shares Security or Par Description 1) 12.99 MONEY l,~d~T FUND (EVP01) I2/21/2002 2) 4330.983 3) 4) High/Ask Low/Bid 1.00000 1.00000 H/n AIM INVT SECS FD~ INC (00142C862) LNCOP~g i~3 CL B NASDAQ 12/20/2002 6.39000 Bid AGE~.S SYS INC (00845V209) <mB NYSE 12/20/2002 1,37000 1.23000 12/23/2002 1.36000 1.26000 H/L 4032.545 P~DEKA~I) FIXED I~COME SECS (31417P601) STRA~G INCM B NASDAQ 12/20/2002 7.67000 Bid Div: 0.851 ~x: 12/19/2002 Rec: 12/18/2002 Pay: 12/31/2002 32 LUCENT ~ECKNOLOGIES Ii~C (549463107) 12/20/2002 1.39000 1.32000 12/23/2002 1.~9000 1.36000 ; 588 8486 Estate of: ODR~$A 8. CRAMI{R Accouat: 22898897 Report Type: Date of Death Number of Securities: 5 File ID: Mean and/or Div and Iht Security Adjustments Accruals Value 12.99 6.390000 27,674.98 1.305000 10.44 7,670000 30,929.62 205.66 1.390000 44.48 Total Value: Total Accrual: Total: $58,878.17 $205.66 $58,672.51 Page 1 This report was produced with HstateVai, a product of Estate Valuation~ & Pricing Systems, Luc. please contact EVP Systems aL (818) 313-6300. (Revision 6.4.0) If you have questions, LAST WILL AND TESTAMENT OF ODESSA S. CRAMER I, ODESSA S. CRAMER, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any and all wills previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be convenient after my death. ARNOLD & SLIKE ATTORNEys AT LAW 2109 MARKET STREET CAMp HILL, PENNSYLVAHIA II - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wheresoever situate unto my issue in equal shares per stirpes. III - I appoint Cumberland County National Bank and Trust Company of New Cumberland, Pennsylvania, guardian of any property which passes either under this will or otherwise to a minor and w~h respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. It is my intention to appoint my said guardian, Cumberland County National Bank and Trust Company, as guardian in all of the instances 1' lsted~ in Section 18(b) of the Wills Act of 1947, as amended, as well as in other instances where I am authorized by law or permitted to do so. Such guardian shall'have the power to use principal as well as income from time to time for the minor's education, sup- port and welfare without further responsibility to the minor or minors or to any person taking care of the minor or minors. It is my intention that the foregoing powers may be exercised by the guardian without prior court approval. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years, at which time his or her share of the principal and any accumulated income shall be distributed to him or absolutely. The interest of the beneficiary or beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IV - Ail taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense o~ the administration of my estate, and my personal representative or representatives shall have the absolute power in his or her discretion to Day the same at once whether or not the law under which they are imposed permits the postponement of all or~rt of them to a later time. V - I appoint my children, Linda L. Cramer and Constance A. Moore, Coexecutrices of this, my Last Will and Testament. Neither of my said representatives ~shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the _, 1969. _(SEAn) I, RNOLD 8: SLIKE A'I'roRNEys AT LAW I09 UARKET STREET P HILL. PENNSYLVANIA Signed, sealed, published and declared by ODESSA S. CRAMER, Tes- tatrix therein named, on this and one (1) other sheet o~ paper as and ~or her Last Will and Testament..in our presence, who, in her presence, at her request and in the presence oz each other have hereunto subscribed our names as attesting witnesses. Name ' ~- ~ Address Page 2 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 002675 SLIKE JOHN E ESQUIRE 2109 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 164-30-2668 FILE NUMBER: 21 03-0076 DECEDENT NAME: CRAMER ODESSA S DATE OF PAYMENT: 06/12/2003 POSTMARK DATE: 06/11/2003 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/21/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $622.01 TOTAL AMOUNT PAID: $622.01 REMARKS: LINDA C WAECHTER C/O JOHN E SLIKE ESQUIRE SEAL CHECK# 107 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS IDIS FLOWER ,qDSAY ~EYS .AT. LAW arket Street R1, PA 17011 ly CourthOuse JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMANt 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: attorney@ssfl-law.com www.ssfl-law.com June 20, 2003 CARLISLE OFFICE: 26 W. 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 Attn: Sue Dear Sue: Re: The Estate of Odessa S. Cramer File No. 21-03-0076 Enclosed is a check for the payment of the additional probate fees in regard to the above estate. /sly Enclosure Very truly yours, SAII~S~ SI-IUFF, FLOWER & LINDSAY / Shelbyq__,. Yingling, Estate Paralegal Board Certified by the American Board of Certification in Creditors' Rights Representat~ BUREAU OF ZNDZVIDUAL TAXES /NHERZTANCE TAX DTVZSTON DEPT. Z80601 HARRTSBURG~, PA 1712&-0601 JOHN E SLZKE SAIDZS ETAL 2109 HARKET ST CAHP HILL COHNONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOT/CE OF TNHERTTANCE TAX APPRATSEHENT, ALLO#ANCE OR DTSALLO#ANCE OF DEDUCT/OHS AND ASSESSNENT OF TAX DATE ESTATE OF DATE OF DEATH _,.., FTJ. E t NBER '03 JUL ACH 07-28-2003 CRANER 12-21-2002 21 03-0076 CUNBERLAND 101 ODESSA S L~ ~ ~ r ~ Amoun~ Remitted PA 17011 HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REG]'STER OF NI'LLS CUNBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG THZS LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTTCE OF TNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR ESTATE OF CRAHER DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ODESSA S FZLE NO. 21 03-0076 ACH 101 DATE 07-28-2005 TAX RETURN NAS: (X) ACCEPTED AS F/LED RESERVATZON CONCERN]:NG FUTURE ]:NTEREST - SEE REVERSE ( ) CHANGED APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es*e*e (Schedule A) (1) 2. S*ocks end Bonds (Schedule B) (2). 3. Closely Held S~ock/Par~nership /n~eres~ (Schedule C) (3) q. Mortgages/No,es Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)... 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G} (7) 8. Tote1 Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Adc. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 68/627.21 .00 65.,044.21 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion .00 of this form with your tax payment. .O0 (8) 1,856.44 13. NOTE: 1~033.40 (11) (12) Charitable/governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Net Value of Estate Subject to Tax Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 1~ et Spouse/ rate (15) .00 X O0 = 16. Amount of Line Ii taxable et Lineal/Class A rate (16) 130,781.58 x 045 = 17. Amount of Line lq mi Sibling rets (17) .00 X 12 = 18. Amount of Line Zq taxable mt Collateral/Class B rate (18) .00 X 15 = 19. Principal Tax Due (19)E TAX CREDTTS: PAY;~;4T DATE 03-18-2003 06-11-2005 D!$COUNT ZNTEREST/PEN PAZD (-) 263.16 .00 AMOUNT PAZD 5,000.00 622.01 NUMBER CD002312 CDOOZ675 133,671.42 2.889.84 130,781.58 ¥OYAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE .00 130,781.58 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED. IF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 5,885.17 .00 .00 .00 .00 5,885.17 .00 .00 5,885.17 18 and 19 will RESERVATION: Estates of decedents dying on or before December 1Z, 19BI -- [f any futura interest in the estate is transferred in possess[on or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Collonaeelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To ~ulf[ll the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and subeit with your peyaent to the Rag[star of Nills printed on the reverse aide. --Hake check or aonsy order payable to: RESISTER OF #XLLS, AGENT REFUND (CR}: A refund of a tax credit, which wes not requested on the Tax Return, aay be requested by coaplating an "Application for Refund of Pennsylvania ~nher[tanca and Estate Tax' (REV-ISIS). Applications ara available at the Office of the Register of Nills, any of the Z$ Revenue Oistrict Offices, er by calling the special Z4-hour answering service for fores ordering: 1-BOO-~6Z-Z050; services for taxpayers aith specie! hearing and / or speaking needs: 1-BOO-44?-~OZO (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisaaent, allowance, or disallowance of deductions, or assasseant of tax (including discount ar interest) as shown on this Notice aust ob[act eithin sixty (60) days of receipt of this Notice by: --written protest to the PA Dapartsent of Revenue, Board of Appeals, Dept. ZB10Z1, Harrisburg, PA 17liB-lei1, OR --election to have the matter detersined at audit of the account of the persona! representative, OR --appeal to the Orphans' Court. CORRECTIONS: Factual errors discovered on this assessaent should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assasseant Review Un[t, Capt. ZB0601, Harrisburg, PA ~?lZB-060! Phone (717) 787-6505. Sas page 5 of the booklet "Instructions for ~nharitance Tax Return for a Resident Decedent' (RE¥-lBOl) for an explanation of adain[strativaly correctable errors. D~SCOUNT: ~f any tax due is paid within three (3) calendar aonths after the dacedant's death, a five percent (5~) discount of the tax paid is allowed. PENALTY: The 15~ tax aenasty non-participation penalty ia coeputad on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the saae senner and in the the saae tiaa period as you would appaa! the tax and interest that has been assessed as indicated on this notice. INTEREST: interest is charged beginning with first day of delinquency, or nine (9} aonths and one (1} day from the date of death, to the date of payaent. Taxes ahich bacaas delinquent before January l, 198Z bear interest at the rate of six (6~} percent per annua calculated at a daily rate of .000164. All taxes which bacaea delinquent on and after January l, tgBZ will bear interest at a rata which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for t98Z through ZO0~ ara: ~nterest DaiLY Interest Daily Interest Daily Rate Factor Year Rate Factor Yea.~_r Rata 19BI ZOZ .000548 Z987 9Z 1983 16Z .0004~8 1988-1991 1984 Z1Z .000501 1992 9X 198S i~Z .000356 199~-1994 7Z 1986 10~ .000Z74 1995-1998 --Interest is calculated as folloes: Factor Yea.__r .000247 1999 7Z .00019Z .000301 2000 8X .000219 .000247 2001 9Z .000247 .O0019Z ZOO2 6Z .000164 .000Z47 ZO0~ SZ .0001~? INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELIN{~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent alii reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is sade after the interest computation date shown on the Notice, additional interest must ba calculated. 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: attomey@ssfl-law.com October 7, 2003 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 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re-' The Estate of Odessa S. Cramer File No. 21-03-0076 Dear Ladies: Enclosed please find an original and copies of a Supplemental Inheritance Tax Retum in regard to the above estate. Also enclosed are checks for the additional tax and for the filing fee. Kindly return a time-stamped copy of the return in the envelope provided. Thank you. Very truly yours, /sly Enclosures SAIDIS, SHUFF, FLOWER & LINDSAY S~t~bCJYln?ling, Estate Paralegal REV-15~00 EX + (6-00) D E C E D E N T cAPB HpRL EpIO cRAC KoTK ES cg R E C A P I T U L A T I O N C O M T I O N COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-l! INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Cramer Odessa S. DATE OF DEATH (MM-DD*YEAR) I DATE OF BIRTH (MM-DD-YEAR) 12~A~IH/~) 02 10/14/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-03-0076 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 164-30-2668 REGISTER OF Wll I S SOCIAL SECURITY NUMBER  1. Original Return ~ 2;! 4. Limited Estate . 6. Decedent Died Testate . (Attach copy of Will) ~] 9. Litigation Proceeds Received~-'] 10. Supplemental Return ~ 3, f ~N~r(~r§~ Compromise (date of death after 12-12- Beqebtedt Maintained a Living Trust 8. ~py of Trust) Spousal Poverty Credit r'~ 11. Remainder Return (pC~a Federal Estate Tax Return Total Number of Safe Depo Election to tax under Sec. 9 ~l~(~f death between 12-31-91 and 1-1-95) (Attach Sch O) NAME John E. Slike FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717/737-3405 1Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) $Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) r~eparate Billing Requested 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) &Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) 1CDebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) l'rrotal Deductions (total Lines 9 & 10) l~let Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 2109 Market St. Camp Hill, PA 17011 ~ne ,94t: ~5 None None None None None 171.60 None OFFICIAL USE ONLY (8) (11),,, (12) 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES x .o 0 (is) x .o 45 (16) X .12 (17) X .15 4,769.85 4,941.45 150,mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16~,mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 180,mount of Line 14 taxable at collateral rate 171.60 4,769.85 4,769.85 0.00 214.64 0.00 l~rax Due (18) 0. O0 (19) 214.64 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ~TREE~ ADDRESS 801 North Hanover St. CITY STATE ZIP PA 17013 Carlisle Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (2) (1) 214.64 3Jnterest/Penalty if applicable 0. O0 D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4Jf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 214.64 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 214.64 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 property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise 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 consideration? ................................ [--] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ r'~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge, SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Linda C. Waechter ~-~ J!f~~f~L3 2901 Merion Road -.--~--~i-f [ - ~{ - - iV6iY ......................... SIGNATURE OF PREP/IRER OTHER THAN REPRESENTATiVE Saidis, Shuff, Flower & Lindsay . ~: ] [ / 2109 Hs~ket St. suw~wng s~use is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, ~e ~ rate im~s~ on ~e net value of transfers to or for the use of the su~iving s~use is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a su~iving spouse from ~, and the s~t~o~ r~uirements for discl~ure of asse~ and filing a t~ return are still applicable even if the su~iving s~use is the only beneficial. For dates of death on or after July 1,2000: The ~ rate im~s~ on ~e net value of transfers from a deceased child ~en~-one yearn of age or younger at death to or for the use of a na~ral parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. ~e tax rate impos~ on the net value of transfers to or for ~e use of the d~ent's linea ~neficiaries is 4.5% except as not~ in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. ' The tax rate impos~ on the net value of transfers to or for the use of the d~ent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is define, under S~t/on 9102, as an individual who has at least one parent in common with the d~ent, whether by bl~ or adoption. Copyright (c)2000 fo~ software only ~e Lackner Group, Inc, Fo~ REV-I~ A T e A T E ESTATE OF FILE NUMBER Odessa S. Cramer SS# 164-30-2668 12/21/2002 21-03-0076 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBEF DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 49 sh. MetLife Trust 27.45 1,345.05 2 135 sh. BellSouth Corp., common stock 26.64 3,596.40 TOTAL (Aisc enter on line 2, Recapitulation) 4,941.45 (If more nn~n~ Copyright (c) 1996 form software only CPSystems, Inc, 3nal sheets of the same size) Form REV-1503 EX (Rev. 1-97) REV-1511 EX + (*)-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS QOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Odessa S. Cramer SS# 164-30-2668 12/21/2002 21-03-0076 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. :UNERAL EXPENSES: Bo 4° 5. 6. 7. ~,DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Zip Attorney's Fees 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 Register of Wills Tax Return Preparer's Fees OtherAdministrativeCosts short certificates filing fee PNC check printing fee Copyright (c) 1996 form software only CPSystems, Inc. 120.00 9.00 15.00 27.60 TOTAL (Also enter on line 9, Recapitulation) $ 171.60 (If more space is needed, insert additional sheets of the same size) Form REV-1511 EX (Rev. ~-ST) REV-1513 EX +'(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Odess~ S. Cramer SS~/ NUMBER I. 2 II. SCHEDULE J BENEFICIARIES 164-30-2668 12/21/2002 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY tAXABLE DISTRIBUTIONS [include outdght spousal distributions, and transfers under Sec. 9116(a)(1.2)] Linda C. Waechter (f/k/a Linda L. Cramer) 2901 Merion Rd. Camp Hill, PA 17011 Constance C. Moore 417 Morningstar Trail Facy Gap, VA 244328 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) daughter daughter FILENUMBER 21-03-0076 AMOUNT OR SHARE OF ESTATE 1/2 of estate 1/2 of estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATEI ON REV 1500 COVER SHEET qON-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 (If more space is needed, insert additional sheets of the same size) $ 0.00 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) MetLife® Transfer Transaction Advice SEP 2 9 2003 Lena Machamer Ex Est Iva Dunmire 2109 Market St. Camp Hill, PA 17011 Please be sure the correct address appears in the window of the envelope if you are sub. mitring a Purchase or Sale Instruction. The attached instruction card identifies the correct address for each type of transaction. The following shares have been recorded on the records of the Company in book-entry form. Beneficiary of: Metlife Policyholder Trust CUSIP Number: 59156R10 Issue: Trust Interests Transaction Date: 09/19/2003 Interests: 49.0000 Transaction Advice Number: 0001038655 Registration: Lena Machamer Ex Est Ira Investor ID: 8062 8725 2022 Transfer Agent: Mellon Investor Services This Transaction Advice is your record of the indicated Trust interests being credited to an account on the books of the referenced transfer agent. The Transaction Advice should be kept with your important documents as a record of your ownership of these securities. These Trust interests are transferable only as permitted under the MetLife Policyholder Trust. PLEASE READ THE IMPORTANT INFORMATION ON THE BACK OF THIS FORM AND IN THE PURCHASE AND SALE BROCHURE (BCR (REV 12-02) Use ONLY if a transaction is requested. Unless you wish to initiate a transaction, no action is required. PURCHASE INSTRUCTION Change of address: (See reverse side to SELL) 8 FI6 2 8 ? 2 5 2 D 2 2 Lena Machamer Ex Est Iva C 0923 0000052 Mellon Investor Services PO Box 382200 Pittsburgh PA 15250-8200 h,,Ihhh,,hhhhlh,,h,h,,hllh,,Ih,,Ih,,ih,,h,,ll Please be sure this address appears in the envelope window for PURCHASES ONLY! 0000101 102 806287252022 2 Signature: (if address beinq chanqed) Make check, in U.S. dollars, payable to: MetLife Purchase Program Amount Enclosed Minimum investment $250.00 (except as described in the purchase and sale brochure) Please see the enclosed Brochure /hr important intbrmation on your right to withdraw ti'om the Trust. MetLife® TELEPHONE INQUIRIES: Call MetLife, Inc.'s Transfer Agent, Mellon Investor Services FOR INFORMATION ON: · How To Sell Shares · Now To Purchase Shares (to be held in the Trust) · The Statement You Received · Your Account Balance · The Purchase and Sale Program · Restrictions on Transfers of Shares Our telephone system has been designed for easy access to information and instructions. completion of your request, Simply dial 1.800-649-3593 and follow the You are also entitled to certain rights evidenced by certificates for MetLife. Inc. Common Stock INQUIRIES: Please do not include correspondence with your instruction coupon. Inquiries should be addressed to: Correspondence: MetLife, Inc. cio Mellon Investor Services P.O. Box 4412 South Hackensack, NJ 07606-2012 Transfer of Trust Interests: MetLife, Inc. cio Mellon Investor Services P.O. Box 4447 South Hackensack, NJ 07606-2047 Via e-mail, inquiries should be addressed to metlife@melloninvestor.com and as set forth in a Rights Agreement between MetLife, Inc. and ChaseMellon Shareholder Services, L.L.C., (now known as Mellon Investor Services LLC) as Rights Agent (The "Rights Agreement"), the terms of which are incorporated herein by reference and a copy of which is on file at the principal executive offices of MetLife, Inc. Under certain circumstances, as set forth in the Rights Agreement, such rights will be evidenced by separate certificates and will no longer be evidenced by certificates for MetLife, Inc. Common Stock. MetLife, inc. will mail a copy of the Rights Agreement, without charge, promptly after receipt of a written request therefor. Under certain circumstances as set forth by the Rights Agreement, rights beneficially owned by an acquiring person or any associate or affiliate thereof (as defined in the Rights Agreement), whether currently held by or on behalf of such person or by any subsequent holder, may become null and void. For more information, see "Stockholder Rights Plan" on page 158 of Policyholder information Booklet, Part Two. Annual reports of MetLife, Inc. are available through the MetLife website at: www.metlife.com SPECIAL INSTRUCTIONS: · Please be sure the correct address on the attached Purchase and Sale instruction card appears in the window of the envelope. There is an address on both sides of the instruction card. One address is for sales and one for purchases. Failure to use the correct address will · Certi our Tax a er Identification Number Social Securi Number. If you have not responded to the prior mailings, please send in your W-9 form today to MetLife, Inc., cio Mellon Investor Services, PO Box 4409, South Hackensack, NJ 07606-2009, or call us to request a duplicate W-9 form. All proceeds from the sale of your trust shares are subject to government tax withholdings. SELL INSTRUCTION (See reverse side to PURCHASE) If you wish to sell all or part of your shares, please mark the appropriate box, sign and date this form. Please use blue or black ink. If your tax identification number has not been certified, proceeds may be subject to federal income tax withholding. Requests must be signed by all registered owners. MetLife/MIS PO Box 4420 South Hackensack NJ 07606-2020 iih,,h,,hlh,ll,,,,Ih,,,hllh,,,,hllh,,h"ll Please be sure this address appears in the envelope window for SALES ONLY! Se ALL Shares: Selling alt shares wi terminate your participation in the Trust and your right to participate in the purchase and sale program. lCheckthis boxto sell shares SelIPARTIAL Shares: Partial sales are only permitted if you have more than 199 shares. Partial sales can only be made in lots of 100 shares. Sales that would result in a balance of less than 100 shares will be rejected. Please indicate below, the number of shares you wish to sell: Please use blue or black ink. DATE S-~-~-~ATU RE Historical Prices Page 1 of 1 FINANCE Search -Finance Home - Yahoo! - He p Historical Prices - MET (METLIFE INC) As of Dec-23-02 More Info: Quote I Chart I News I Profile I Research I SEC I Messages I Insider Start: i-13;c 20 1200'2 Daily Weekly Monthly Dividends Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Sot, Thb ks tle's a Super Hem. :.:.:.:.:.:.;.:.:.:.: Question~ or Commeots? Copyright © 2003 Yahoo! Inc. All dghts reserved. Pr.',/.~!.(;y P~ol_[;.y -_T.~_rm._~ Historical chart data and daily updates provided byC0mn3Qd, ty Sy~teFr!,~,. nc (CS).. Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.com/d?a= 11 &b=20&c=2002&d=l 1 &e=23&f=2002&g=d&s=MET 09/29/2003 ACCOUNT TRANSCRIPT SHAREHOLDER: ODESSA S CRAMER SAIDIS SHUFF FLOWER 8, LINDSAY 2109 MARKET STREET CAMP HILL PA 17011-4723 OUR CONTROL NUMBER 922030221362 CUSIP 17527986010 CERTIFICATE NUMBER ZQ83311063 ZQ81644312 ZQ80662098 R PO4674 BLS727909 ACCOUNT KEY I CRAMER---ODESS0000 CERTIFICATE HISTORY 10 MOST RECENT TRANSACTIONS ISSUE DATE NUMBER OF SHARES 02/23/1987 05/15/1984 03/01/1984 11/08/1995 09/23/1999 // // // // // 15.0000 20.0000 10.0000 45.0000 45.0000 CANCEL DATE 09/28/2001 09/28/2001 09/28/2001 09/23/1999 // // // // // // BOOK ENTRY TRANSACTION HISTORY lO MOST , u ,u,u~ m nc~cnl I I ltAN:)AL; I IUN~ DATE TRANS. DESCl AMOUNT PRICE PER SHARES SHARE ACQUIRED 01/01/2003 .... BAL FWD 0,00 0.0000000 90,0000 01/01/2002 .... BAL FWD 0.00 0.0000000 90.0000 01/01/2001 .... BAL FWD 0.00 0.0000000 90,0000 01/01/2000 .... BAL FWD 0.00 0.0000000 90,0000 01/01/1999 .... BAL FWD 0.00 0.0000000 90.0000 12/24/1998 STKSTK DIV 0.00 0.0000000 90.0000 01/01/1998 .... BAL FWD 0.00 0.0000000 0.0000 / / 0.00 0.0000000 0.0000 / / 0.00 0.0000000 0.0000 / / 0.00 0.0000000 0.0000 CERTIFICATED ',J SHARES HELD iN SHARE HELD BY ~ BOOK ENTRY YEAR TO DATE ACCOUNT SUMMARY i i so. i SHARES PAID YTD DIVIDEND PRICE PAID 86.40 31.05 9/22/2003 25.390 135.0000 TOTAL VALUE 3427.65 Please note that this duplicate statement only contains the 10 most recent certificates and 1 0 most recent book entp' transactions. Should you require a detailed account history a fee of $20 for the first year and $10 for each subsequent year ~s applicable. Legend / BK TO PH - Book Entry to Physical Certificate , PH to BK - Physical Certificate to Book Entry TRAN - Transfer ~ STK DIV - Stock Dividend ME L.. *42210'. 0334689004.00571.00571 ..........J BTH mpf013241772913SOP 1. A F P Historical Prices Page 1 of 1 FINANCE Search -Finance. Home - Yahe~! - Help Historical Prices - BLS (BELL SOUTH CORP) More Info: Quote I Chart I News I Profile I Research I SEC I Messages I Insider As of Dec-23-02 Daily Weekly Monthly Dividends Ticker Symbol: [ [~ ~,~.. ....... ~ Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Aren't Life's Little Moments SOIe ~amt L~ ~Icre. ~,r [ Close* [ ====================================== Quest ons or Comments? Copyright © 2003 Yahoo! Inc. All dghts reserved.~d~'acy_.p~ilic~ -T~Em_s .o[_~er~Lce Historical chart data and daily updates provided byCommod.~..~y~tem~,.....n¢ (C~) Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.com/d?a= 11 &b=20&c=2002&d=l 1 &e=23&f=2002&g=d&s=BLS 09/29/2003 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 003O94 SLIKE JOHN E 2109 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 164-30-2668 FILE NUMBER: 2103-0076 DECEDENT NAME: CRAMER ODESSA S DATE OF PAYMENT: 10/08/2003 POSTMARK DATE: 10/07/2003 COUNTY: CUMBERLAND DATE OF DEATH: 12/21/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $214.64 REMARKS: TOTAL AMOUNT PAID' LINDA C WAECHTER C/O JOHN E SLIKE ESQUIRE $214.64 SEAL CHECK# 1004 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZV/SZON DEPT. 180601 HARRISBURG, PA 17118-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX JOHN E SLIKE SAIDIS ETAL 2109 NARKET ST CAHP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMDER COUNTY ACN RE¥-15~7 El( &FP (El-05) 11-05-2005 CRAMER ODESSA S 12-21-2002 21 05-0076 CUHBERLAND 101 ~ Amount Rem/fred HAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR ESTATE OF CRAHER DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ODESSA S FILE NO. 21 05-0076 ACN 101 DATE 11-05-2005 TAX RETURN NAS: (X) ACCEPTED AS FILED RESERVATION CONCERNZNG FUTURE INTEREST - SEE REVERSE ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLENENTAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (SchaduZe B) (2) $. Closely Held Stock/Partnarsh/p Interest (Schedule C) ($). 4. Nortgeges/Notes Race/veble (Schedule D) (4) 5. Cash/Bank Depos/ts/Misc. Personal Property (Schedule E) ($) 6. Jo/ntly O~nad Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Nisc. Expanses (Schedule H) (9) 10. Dabts/Hortgega L/eb/Z/t/as/Lians (Schedule I) (10) 11. Total Deduct/ohs ' 12. Net Value of Tax Return NO. 01 .00 .00 .00 .00 .00 .00 171.60 .00 (11) NOTE: To /nsura proper cred/t to your account, subm/t the upper portion of th/s fora w/th your tax payment. 4,941 171.~0 4,769.85 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. D~$CUUNT {+J INTEREST/PEN PAID (-) AMOUNT PATD 26:3.16 5,000.00 .00 622.01 [ .00 21q~ TOTAL TAX CREDIT I-- 6,099.81 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .47 TOTAL DUE IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REI;~JIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. CD002:312 CD002675 CD005094 (15}_ .00 x O0 = .00 (16). 135,551.43 x 045= 6,099.81 (ZT) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 6,099.81 19. Pr/ncipal Tax Due TAX CREDITS= PAYMENT I Rec~zPr DATE NUMBER 03-18-200:3 06-11-200:3 10-07-2005 15. Amount of L/ne 14 at Spousal rata 16. Amount of L/ne 14 tax~daXe et LinaaX/Class A rate 17. Amount of L/ne 14 at S/bl/ng rate 18. Aaount of L/nm 14 taxable at Collateral/Class B rata (12) 15. Charitebla/Govarneental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 14. Nat Value of Estate Sub~ect to Tax (14) 1:35,551.4:3 NOTE: 'rf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that /nclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: RESERVATION: Estates of decedents dying on or before December [2, 1982 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (ceZlataral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coamon~eelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the la~ful Class B (collataral) rate on any such futura interest. PURPOSE DF NOT[CE: To ~uIfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit ~ith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ZLLBj AGENT REFUND (CR): A refund of a tax credit, ahich Has nat requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-[313). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special [4-hour ans#aring service for fores ordering: 1-&00-362-2050~ services for taxpayers Hith special hearing and ! or speaking needs: 1-800-447-$020 (TT only). OBJECT[OHS: Any party in interest not satisfied aith the appraisement, alloHanca, or disallowance of dmductionsj or assessment of tax (including discount or interest) as sho~n on this Notice must object ~ithin sixty (60) days of receipt of this Notice by: --Hritten protest to the PA Department of Ravenuaj Board of Appalls, Dept. ZBIOZ1, Harrisburg~ PA 171lB-lO[I, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should bm addressed in Hriting to: PA Department of Revenue~ Bureau of Individual Taxes~ ATTN: Post Assessment Revise Unit, Dept. 280601, Harrisburg, PA 1712B-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid Hithin three (3) calendar months after the decadant's death, a five percent (52) discount of the tax paid is alloHed. PENALTY: The 1SZ 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 Sale time period as you #ould appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning #ith first day of delinquency, or nine (9) months and Dna (1) day from the date of death~ to the date of payment. Taxes ahich became delinquent before January 1, 19aZ bear interest at the rate of six (6X) percent par annum calculated at a daily rate of .000164. A11 taxes ahich became delinquent on and after January I, 19aZ Hill bear interest at a rate Hhich Hill vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yae__r Rate Factar Yaa__r Rate Factar 1982 20Z .000548 1987 9Z .000247 1999 7Z .000192 1983 162 .00043B 1988-199! llZ .000301 2000 8Z .000219 1984 llZ .000301 1992 92 .000247 2001 92 .000247 1985 [32 .000356 1993-1994 72 .000192 2002 62 ,000X64 1986 lO[ .000274 1995-X99B 92 .000247 2003 5Z .000137 --Interest is calculated as folloHs: XNTBRBST = BALANCE OF TAX UNPAXD X NUHBBR OF BAYS OBLXNQUENT X DAXL¥ [~TBRBS? FACTOR --Any Notice issued after the tax becoaas delinquent ~i[l reflect an interest calculation to fifteen ([5) days beyond the data of the assessaent. If payasnt is aada after the interest coaputation data sho~n on the Notice, additional interest aust be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Odessa S. Cramer Date of Death: December 21, 2002 Will No. 21-03-0076 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. the personal representative's account is: (if any) for c. Did the personal representative state an account informally to the parties in interest? Yes X ; No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and ma~ be attached to this report. Signatur~/ ~ r - Name: J h E. Slike, Esquire I.D. No.h~06262 Camp Hill, PA 17011 (717) 737-3405 Personal Representative X Counsel for Personal Representative Capacity: SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street~-~'~·