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Home My WebLink About03-0726C.t,.,[ 1 11L/I'~ ~-~mze of James A. Craig~ Jr. =f&o Ano~n ~ Deceased. Soctat Security No. 717-10-6695 The petition of the undersigned respectfully represenu that: y~ur petitioner(s), who is/~%x18 years of age or older an the executrix in tl~ last will of the above decedent, dated ~arch 20, 2003 and codicil(s) dated To: Reg~ter of Wills for the Coullty of Cumberland Commonwealth of Pennsylvania in the named xxtx95 (state rttevam circumstances, e.g. rentme/adon, death of e~ecumr, ezc.) Decendent was domiciled at death in Cumberland is .... County, Per~sylvama. with ~]asLfamilv or principal residence at 24 Kensington square,uampaen ~.'ownsnxp, ~umoerzana t~ouncy, rermsyxvanxa -- (list street, number and mun~pnllty) Decendent, then 84 y_ears~ofag~e, died August 20, 2003 ~ at_Holy Spirit Hospital, ,.. renns~oro Twp., C,,mhfrlana ~ouncy, VA ' Except as follows, decedent did not marry, was not divorced and ~d not have a child born or adopted after execution of the will offered for probate; was not the victim ora killing and was never adiudicated incompetent: ~ _ . Decendent at death owned propemy w/th estimated values as follows: (If domiciled in Pa.) AIl personal property (If not domiciled in Pa.) Personal property in Pennsylvaxiia (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania _. situated as follows: 275,000.00 WHEREFORE, petitionerts) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters~testamentary theron. , (tmtamemary; administration c.t.a.; administration d.b.n.c.t.a.) _Susan D. Craig --24 Kensington SquRre M__echanicsburg, Pa 17050 OATH OF PERSONAL REPRESENTAT/VE COMMONWEALTH OF PENNSYLVANIA COUNTy OF CUMBERLAND The Petitioner(s) above-named swear(s) or affirm(s) that the stateraents in thc foregoing petition are true and correct to the best of the knowledge and beiief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) w/Il well amd truly admitfister the e~tate according to law. Sworn to or aff'lrm~=i and subscribed_ before ~e th's ,r~ rr~ au., Susan D. Craig No. ~ ESt~qte of James A. Craig, Jr. , Deceused DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~_ ~{C~'~"DI,U~ LJ-,. ~130 ~ ~-.--.--.. in consideration of ~hc petition on thc reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 20, 2003 .described therein be admitted to probate and filed of record as-the last wiI1 of James A. Craig, Jr. and Letters Testamentary arc hereby granted to Susan D. Crai$ FEES Prooate, Letters, Etc .......... $ ~r'/0'OO Short Certificates( ) .......... $ Renunciation ... .............. $ ,309 s ~o. oo TOTAL __ S Fiie~ .q. .-. .~ :. 05 ........................ Gerald J. Shekletski #40486 ATTORNEY (Sup. Cl. I.D. No.) 414 Bridge St., New Cumberland, PA 17070 ADDRESS (717) 774-7435 PHONE 105.805 REX: 9/86 This is to certify that the information here given is correctly copied From an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to thc State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ ~ Local Registrar P 9496210 mos tq~ Rev 2/e? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~ , y , E~ 1 NDE~ 1 DAY pCT~F BIRTH BIRTHP~CE City a~ IKACE ~ DB~ f~e~ ~v ~- s~ ~stmcti~} Yes ~m~ ~ ~v~ DECEDENPS ~ILING ~ES$ S~L C~ Sma, ~ ~) DECEDENTS 17a ~ ] SIGNATU~ ~F.~NE~SE~t~ ~EE ~ PERSON ACTING AS SUCH J LICENSE NUMBER I ~ ~O A~RE~ O¢ FACILI~ ce~l~ cause ~ deaffi ]~ ~ I 23a. 23b ...... El,tar UNDERLYING / ~ I OF DEATH7 Yes ~ · CERTIFYING PHYSICIAN (Physician certify ng cause o/death when another physician has Pronou~ced death and completed item 23) 'PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both p~ono~nc~ng death and cerUtying to cause of death) ~ · MEDICAL EXAMINER/CORONER 0NA~4~ 71~?TD~(~~ D CAU S E %F DEATH ep\wil,ls\CRAIGjames LAST WILL AND TESTAMENT OF JAMES A. CRAIG, JR. I, JAMES A. CRAIG, JR., of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that I be buried at the Indiantown Gap Military Reservation, Annville, Pennsylvania. ITEM II: I give and bequeath my service medals to my son, JEFFREY CRAIG, if he survives me. ITEM III: I bequeath my household and personal effects, and tangible personalty of like nature (not including cash or securities) to my wife, SUSAN D. CRAIG, if she survives me. ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate in the following proportions to the following persons: A. Twenty (20%) percent to my son, JAMES JEFFREY CRAIG, of Camp Hill, Pennsylvania, if he survives me. If he fails to survive me, I devise and bequeath his share to his issue, per stirpes, if they survive me, and in default thereof, his share is to be added equally to the shares of those beneficiaries listed in this Item IV who survive me. Page 1 of 6 B. Twenty (20%) percent to my son, MICHAEL M. CRAIG, of Springfield, Missouri, if he survives me. If he fails to survive me, I devise and bequeath his share to his issue, per stirpes, if they survive me, and in default thereof, his share is to be added equally to the shares of those beneficiaries listed in this Item IV who survive me. C. Twenty (20%) percent less $11,127.00 to my granddaugh- ter, KIMBERLY KAY CRAIG, of New Cumberland, Pennsylvania, if she survives me. If she fails to survive me, her share is to be added equally to the shares of those beneficiaries listed in this Item IV who survive me. D. Twenty (20%) percent to my granddaughter, LYNN E. CRAIG, of Glendale, California, if she survives me. If she fails to survive me, her share is to be added equally to the shares of those beneficiaries listed in this Item IV who survive me. E. Ten (10%) percent to my great niece, SHANNON MAYS, of Hampstead, Maryland, if she survives me. If she fails to survive me, her share is to be added equally to the shares of those beneficiaries listed in this Item IV who survive me. F. Ten (10%) to my great niece, CARLYN MAYS, of Hampstead, Maryland, if she survives me. If she fails to survive me, her share shall be added equally to the shares of those beneficiaries listed in this Item IV who survive me. Page 2 of 6 ITEM V: I appoint the parent of a minor and if no parent is then living my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discre- tion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and under- graduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM VII: I appoint my wife, SUSAN D. CRAIG, Executrix of this my last will. Should my wife, SUSAN D. CRAIG, fail to qualify or cease to act as Executrix, I appoint my son, JEFFREY CRAIG, Executor of this my last will. Page 3 of 6 ITEM VIII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, I, JAMES A. CRAIG, JR., have hereunto set my hand and seal this ~ ~) '~ /~'~ ~i~ ~ ~ [~ day of , 2003. .JAMES A. CRA~G, JR.~ SIGNED, SEALED, PUBLISHED and DECLARED by JAMES A. CRAIG, JR., the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. JWitne~/ Addre s s ~ ' COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, JAMES A. CRAIG, JR., the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according Page 4 of 6 to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ~.._.JAMES A. CRAIG, JR. Sworn to or affirmed to and acknowledged before me by JAMES A. CRAIG, JR., the Testator, this ~-x day of~,(lf~ , 2003. NOTARIAL SEAL.`' C,~OL L. ~OXELL, Nolary Public New Cumberland Bom. Cumbe[la.d. Co. My Commission Expires Dec. 27, 2005 Notary Public COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : We, and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as Page 5 of 6 witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. Witness/~/ Sworn to or affirmed to and acknowledged before me by witnesses, this~X'~ day of~~~ , 2003. NOTARIAL SEAL C/~OL L. TROXELL, _No~ry .Pub. l~% New Cumberland Bo~o. C~oer~a_.na L; ;. My Commission Expire~ Dec. 2r, zuuo Notary Public Page 6 of 6 cci CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James A. Craig, Jr. Date of Death: August 20, 2003 Will No. 2003-00726 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on September 23, 2003. Susan D. Craig 24 Kensington Square Mechanicsburg, PA 17050 James Jeffrey Craig 805 Briarwood Lane Camp Hill, PA 17011-1514 Kimberly Kay Craig Lynn E. Craig c/o 1902 Bridge St. 1234 E. California New Cumberland, PA 17070 Apt. 5 Glendale CA 91296 Shannon Mays c/o Mr. Michael Mays 4512 Whetstone Court Hampstead, MD 21074 Carlyn Mays c/o Mr. Michael Mays 4512 Whetstone Court Hampstead, MD 21074 Michael M. Craig 1505 W. Glenwood Springfield, MO 65807-3369 Notice has now been given to all persons entitled thereto under Rule 5.6(a) . ~' ald'4~r. Shekletski, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: X Personal Representative Counsel for Personal Representative REV-1500 EX (6-00) OFFICIAL USE ONLY COMMONWEALTH OF - REV-1500 DEPT. 28060~ INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 -- 2003 0?26 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI'P¢ NUMBER ~ Craig, Jr James A 717~10 6691 ~J DATE OF DEATH (M M-DD-YEAR) DATE OF BIRIH (MM-DD-YEAR TH~S RETURN MUST 8£ F~t£D IN DUF[~CAI£ W~IH ?H£ UJ 08/20/2003 05/14/1919 RFG~$TER OF VV~/L$ O iii (IF APPLICABLE) SURVW}NG SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Craig, Susan D 299-36-0254 '" I Xl I 12.Supplemental Return I- 1. Original Return ~-~ 3. Remainder Return (date of death pdor to 12-13-82) =~ ~-O ~'~ ~ 4. Limited Estate E~ 4a. Future Interest Compromise (date of death after 12-12-82) ~'~ 5. Federal Estate Tax Return Required ~- O~O ~ 6. Decedent Died Testate (Attach copy of Will) [~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total Number of Safe Deposit Boxes c) "~n ~ 9. Litigation ProceedsReceivad [~ 10. Spousal Poverty Credit (date ofdea,ht~et .... 12-31-91and1-1-95) [~-[ 11. Election to tax under Sec. 9113(A)(^ttachSchO) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~. NAME COMPLETE MAILING ADDRESS z~3 Gerald J. Shekletski, Esq. o = FIRM NAME (ffAppli~ble) 414 Bridge St. '" P O Box E ~ Stone, Lafaver & Shekletski · ' o TELEPSONENUMBER New Cumberland, PA 17070 (717) 774-7435 1. Real Estate (Schedule A) (1) 0. 00 O~C~AL USE ON,Y 2. Stocks and Bonds (Schedule B) (2) 0. 00 3. Closely Held Co~poratio~. Padnership or Sol,Proprietorship (3) 0. 4. Mo~a~es & N~es Receivable (Schedule D) (4) 0. 00 5. Cash. Bank Deposits & Miscellaneous Personal Prope~y ' (S~edule E) (5) 286, 624. 91 Z 8. ~oiotl~ Owned Prope~y (Schedule F) 0. 00 O (8) ~ ~ Separate Billing Requested ~ 7. Inter-Vivos T~ansfers & Misc~laneous Non-Probate Prope~y (7} 0 . 00 '~ (Schedule G or L) <~ 8. lom~ Gross Assam (total Lines 1-?) (8) 286,624. 91 ~J 9. Funer~ 5xpenses & Administrative Costs (Schedule H) (9) 17,831.21 10. Debts o~ Decedent. Modga~e tiabi~itiea. & Liens (Suhedu~a ~) (10) 0 . 00 11. Tom! Dedu¢~o,s (tmal Lines 9 & 10) (11) 17,831.21 2. Net Value of Estate (Line 8 minus Line 11) (12) 2 68,7 93.7 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 2 68,7 93.7 0 SEE INS¥AUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax Z rate, or transfers under Sec. 9116 (a)(1.2) 0. 00 x .00 (15) 0.00 O ~ 212,253.21 9,551.39 .~ 16. Amount of Line 14 taxable at lineal rate x.045 (16} i- "~ 0.00 0.00 = 17. Amount of Line 14 taxable at sibling rate x.12 (17) O O 18. Amount of Line 14 taxable at collateral rate 56,540.49 x.15 (18) 8,481.07 ~ 19. Tax Due (19) 18,032.46 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH 2W4645 1.000 Decedent's Complete Address: STREET ADDRESS 24 Kensingto~n Square CITY ~Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty STATE 0.00 0.00 901.62 0.00 0.00 (1) Total Credits (A + B + C) (2) ziP 17050 Total Interest/Penalty (D + E) (3) 18,032.46 901.62 0.00 17,130.84 4~ If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 0.0 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 17,130.84 Make Check Payable to: REGISTER OF WILLS, AGENT 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; ....................... r-~ b. retain the right to designate who shall use the property transferred or its income; ......... r-~ 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? ~ 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 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 knowiedge 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. SIGNATUJ~OF PERSON RESPONSIBLE FOR FILING RETURN DATE Mec~a~csburg;, P'A 17050 and, PA 17070 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to orfor the use of the surviving spouse is 3% [72 P.S. § 9916 (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 PS. § 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 ep\wills\CRAIG]ames LAST WILL AND TESTAMENT OF JAlViES A. CRAIG, JR. I, JAMES A. CRAIG, JR., of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEH I: I direct that I be buried at the Indiantown Gap Hi!itary Reservation, Annville, Pennsylvania. ITEH II: I give and bequeath my service medals to my son, JEFFREY CRAIG, "if he survives me. ITEH III: I bequeath my household and personal effects, and tangible personalty of like nature {not including cash er securities) Eo my wife, SUSAN D. CRAIG, if she survives me. ITEH IV: I devise and bequeath the residue ef my estate ef every nature and wherever situate in the following proportions to the following persons: A. Twenty (20%) percent to my son, JAHES JEFFREY CRAIG, of Camp Hill, Pennsylvania, if he survives me. If he fails to survive me, I devise and bequeath his share to his issue', per stirpes, if they survive me, and in default thereof, his share is to be added equally Eo the shares ef these beneficiaries listed in this Item IV who survive me. Page 1 of 6 B. Twenty {20%) percent to my son, HICHAEL H. CRAIG, ef Springfield, Hissouri, if he survives me. If he fails to survive me, I devise and bequeath his share ~e his issue, per stirpes, if they survive me, and in default thereef, his share is te be added equally to the shares of these beneficiaries listed in this Item IV who survive me. C. Twenty (20%) percent less $11,127.00 ~o my granddaugh- ter, KIHSERLY KAY CRAIG, of New Cumberland, Pennsylvania, if she survives me. If she fails to survive me, her share is te be added equally to the shares ef these beneficiaries listed in this Item IV who survive me. D. Twenty (20%) percent te my granddaughter, LYNN E. CRAEG, ef Glendale, California, if she survives me. If she fails to survive me, her share is te be added equally to ~he shares of those beneficiaries listed in this Item IV whe survive me. E. Ten (10%) percent to my great niece, SHANNON HAYS, ef Nampstead, Haryland, if she survives me. If she fails te survive me, her snare is to be added equally te the shares ef these beneficiaries listed in this Item IV who survive me. F. Ten (10%) to my great niece, CARLYN HAYS, of Hampstead, Haryland, if she survives me. If she fails to survive me, her share shall be added equally to the shares of those beneficiaries listed in this Item IV wNe survive me. Page 2 of 6 ITEM V: I appoint the parent of a minor and if no parent is then living my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discre- tion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and under- graduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, withouE further responsibility, to the minor or to the minor's paren~ or to any person taking care of the minor. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM VII: my last will. cease to act as Executrix, of this my last will. I appoint my wife, SUSAN D. CRAIG, Executrix of this Should my wife, SUSAN D. CRAIG, fail to qualify or I appoint my son, JEFFREY CRAIG, Executor Page 3 of 6 ITEH VIII: No fiduciary acting hereunder shall be required te post bond er enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, I, JAMES A. CRAIG, JR., have hereunto set hand and seal this .... day of : : ~ ' '" 2003 JAMES A. CRAIG, JR. SIGNED, SEALED, PUBLISHED and DECLARED by JAMES A. CRAIG, JR., the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence ef each other, have subscribed our names as witnesses. Address COMHONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUHBERLAND : I, JAMES A. CRAIG, JR., the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according Page 4 of 6 to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that ! signed it willingly and tha~ I signed it as my free and voluntary act for the purposes therein contained. JAHES A. CRAIG, JR. Sworn te or affirmed to and acknowledged before me by JAHES A. CRAIG, JR., the Testator, this ~, day ef ~{"~_'~ ~ , 2003. ~ HOIAR~Ak S~k ~ Notary Public O~e L, eOXELL, No~e¢ Public ] ~ Co~issJon E~i~es Dec. 27, 2~5 J COHHONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUHBERLAND : the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each ef us in the hearing and sight of the Testator signed the will as Page 5 of 6 witnesses; that to the best of our knowledge, the Testator was at thet of sound mind and under no con- time eighteen or more years of age, straint or undue influence. Sworn te or affirmed to and acknowledged before me by · ,'-)-: ',' and witnesses, t hi s '~i~'~ day of ~{:,-{ ,. 'V,. 2003. Notary Public NOTARIAL SEAL CAROL L. ~0XELL, Notary' Publk: 1 New Cumberland Boro. Cumberland Co. i My Commission Expires Dec. 27, 2~..~ Page 6 of 6 REV-1508 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEE CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER Craig, Jr., ,.Ta~es A 21-2003-0726 Include the ~roceeds 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. 286,624.91 Masland and Barick Advisory Inc. Brokerage Account #5W8-287505. Account value of $286,556.04 + dividend check issued August 20, 2003 of $68.87 = $286,624.91 Total date of death value. 286,624.91 TOTAL (Also enter on line 5, Recapitulation) $ 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) 17:31 2177617~24 I'4~$kAHDS, 8~ICH P~GE 01 ----'.' ~ ~,¢l.d. AIJVlS0IL FAX TRANSMITTAL Re: DATE: q q [3 4/03 THIS IS PAGE I OF 4 PAGES. TO: .Jerry Shekletski, Esq. ATTN: FAX NO: FROM: 774-3869 Stacey Barrick Estate of MESSAGE James A. Craig Jr. Jerry. .Enclosed is the Valuation Report with the additional CD. Hope this clarifies the $30,000. Let us knDw if you need an..ything more. 3461 Market St_Suite 102,Camp Hill. PA 17011 / Tel. 717-761-6606 . Fax 717.761.7524 Securities offered through Walnut Street Securities. Inc. / Member NASD. SIP(: Masland & Barrick Advisory, Inc. and Walnut Street Securitie$ are unaffiliated entities. www. masJandandbarricki'om · - Stacey G. Ban'icj( Client ASSet AllOcation snaiPshOt INVESTiViENT ~ ''" '..' ' '' '" ' ' · i!i-,,,, TRACKER ~- " ' .... ' : ' = = ' ' ~ ~-- '"' = ~'[ ~ j C,J - C~ ' ~b "' . 74 ~.~.Square' . R~ &Tang: Co~d ' J BD 6e~era~ No~ James A. Craig 5W82.87,505- Cash 33761K2T1 08,/18/03 50,000.000 fx96.72 $48,359.50 16.7 % Bo~d Classified 24 Keasir~ Square . Firsl)ank P R Ctf Dep Mechanics~ur~ PA ActJ365 5.100% 06F-38/23 BF~dtd 06F'JS/03 CIb Pros EQ Doric 6~ J~ & Craig ~505 - ~h MO ~2~ 235.000 ~.~ ~,~5.90 3.3 % - E~ 24 ~ Sq~re ~a G~up Inc ~m Me~n~urg PA . Ni~nbi~- 8/'21/2003 9't)9 AM-EST I~ I of 3. -. 'J Stacey.6..aarri=k '. '.. ... . '. Chent Asset·Allocation Snapshot .,~ INVE~MENT. J + $30,000. in-addition; on AugUst 13, 2003 Mr. craig purchased a $30,000.00 CD from First Bank of PR for 6%·due 8/25/23. Because settlement did not occur until August 25th, this position is omitted from the above totals, and needs to be added. Page 2 'of 3 I> O'3 'f> <,"3 m 6,.3 · .. .i' '* Summa~ ' · '. Pemh~ng. -. - -. . . 15. .. $256~556.04 100 0 % "!:.-~??!.~.';i-:..'.'.~ '~-~:; ?:?;i'..:;~'"'.~:-?,'.-'~'.:'...-: ~-i~-?/'.' .'-. ':',-~.~'.'.~' ': .-'.?' .-':= ~ ~ ~.~i. ~-.~!~!.~-? ;','?'.~..'~ +'~:: ~ i:~'~ . ~ ' :~'~o~ ': ... ~ ~. . ..~ is n~ an a~ ~d. al Walnut'~ree~ S~ud~ ~ a~y o~ fi~n~l ~i~. This repo~ i~ ~ ~ ar~ a~o~oda[~ ~ly and ~¢ valu~ cu~[~ m ~ ~ep~d ~e ~m~ in[e~ed es a ge~aml'gu~e: N~e: ~ r~ ~s ~ ~ing ~a~n ob~i~'fr~ c~Hn'g fl~s, mural ~und ~nies, and ~umnde campani~s. While· ~W afros1 has ~n made to p~Jde ~ with c~ infor~U~ Walnut Stre~ ~ ~nn~ ~ held r~i~ ~r Ihe'e~y ~ Ihe ~onte~ ~ lh[s fe~ 'Pdces r~y va~ from ac~l liqc~n ~alue. Values me pr~enied a~ available ~n Ihe ~ of Ihe repo~. ~e ~n~ ~ ~s raped may not ~ mli~ u~ fo~ ~he ~n ~ t~, landis,' ~r ~ga[ pu~es. Phase use ~ ~J~d~l sta~en~ y~u re~e direcUy from ~e ~n~ ~ ~ t~ ~t~ty and value of ~ur attune. ' Secudlies products ogf~red b~ough Walnut Slmet Sec.u~ii~s, tnc, SL Louis, MO. (L0111AOC~exp1204)M~i-LD) Pershing "One Persh ng Plaza Jersey CJry New Jersey 07399 Trademarkfs) ot DLJ LonG ~*erm Inves[menl Corporalio¢ JAMES A. CRAIG 24 KENSINGTON SQUARE MECHANICSBURG, PA 17050-2364 PAGE 1 OF 1 AUGUST 25. 2003 ACCOUNT NUMBER: 5W8~.SZ[~5.~ CHECK NUMBER: 250~'~7~ AMOUNT PAID : $ 68.87 ISSUING BANK ACCOUNT: 0101179142 WALNUT STREET SECURITIES INC 700 MARKET STREET 3RD FLOOR ST LOUIS MO 63101 DATE PAID TO: JAMES A. CRAIG AMOUNT ::::::::::::::::::::: .i-:-:-:-:.:,:.:.:.:,:.:.:.:,:.: :-1-72.:.:.:.:-:.:.:.;.:-:.:.:. 70000 GNMA GTD REMIC PASS 6.000% 05/20/32 B/E THRU CTF REMIC DTD 06/01/02 TR-2002-46 CL- 46 - pKiiiiiiiii!iiiiiii~¢~Sii~ RD 07/31 RD 08/20/03:i:i:i:i::i:i:iiiiiiii!iiiiii NET AMOUNT :i:::: :i:i::-.~:8.:8 .:.:.:.:.:.:.:.:.:.:.:.:...:. ::::::::::::::::::::::::::::::: PLEASE DETACH BEFORE DEPOSITING CHE~K REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Craig, Jr., James A 21-2003-0726 ITEM NUMBER Debts of decedent must be reported on Schedule I. DESCRiPTiON Tot~ 5. 6. 7. 8 9 10 12 FUNERAL EXPENSES: Neill Funeral Home, Inc. 3401 Market St. Camp Hill, PA 17011 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Name: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees T~ Return Pmparer's Fees Legal Advertising - The Patriot News Legal Advertising - Cumberland Law Journal Good Shepard Parish - Funeral Service Cafe on Market Restaurant - Funeral Luncheon West Shore EMS Messiah Village from continuation pages .... Zip TOTAL (Also enter on line 9, Recapitulation) AMOUNT 3,905.00 0.00 12,830.00 0.00 304.00 0.00 0.00 105.73 75.00 200.00 220.44 41.04 50.00 100.00 17,831.21 2W46AG 2,000 (If more space is needed, insert additional sheets of same size) Estate of: Craig, Jr., James A Schedule H, Part B -- Administrative Costs Page 2 21-2003-0726 Item Description Amount 13 Reserve for Closing Expenses 100.00 TOTAL. (Carry forward to main schedule) ...... 100.00 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Craig~ Jr. , James A FILE NUMBER 21-2003-0726 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrights~usaldistributions, andtmns~m underSec. 9116(a)(1.2)] Craig, James J 805 Briarwood Lane Camp Hill, PA 17011-1514 Craig, Michael M 1505 W. Glenwood Springfield, MO 65807-3369 Craig, Kimberly K 2617 Shingus Circle P.O. Box 74 Grantham, PA 17027 Craig, Lynn E 1234 E. California Glendale, CA 91206 Mays, Shannon 4512 Whetstone Court RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Son Granddaughter Granddaughter Great Niece AMOUNT or SHARE Of ESTATE 56,540.49 56,540.49 42,631.74 56,540.49 28,270.25 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 Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) Estate of= Craig, Jr., J~mes A Schedule J Part i -- Beneficiaries Page 2 21-2003-0726 Item No. Name and Address of Person(s) receiving property Relationship Amount or Share of Estate 5 Hampstead, MD 21074 Mays, Carlyn 4512 Whetstone Court Hampstead, MD 21074 Great Niece 28,270.24 COMMONWEALTH OF PENNSYLVANIA '[_ COUNTY OF CUMBERLAND j ss: Susan D. Craig being duly sworn according to law, deposes and says that She is the Executrix of the Estate of dames A. Craig, Jr. late of Hamp__de~n__Tg~nsh_i_p ----, Cumberland County, Pa., deceased and that fha within is an inventory made by Susan D. Craiq the said Executrix of the entire estate of said decedent, consisting of aJJ the personal property an~ real esfa+e, except real estate outside fha Commonweeffh o{ Pennsylvania, an~ feat the {~gures opposlfe each fram of the Inventory represent ~f's fair value as of fee date of decedenf's death. and subscribed before rr, e, X9¢2003 Executor - Adrn[nlsfrafor Susan D. Craiq, Executrix 24 K~ns~ng~on ~qqu~r~: Address 1705 0 Date of Death 20 August 2003 Day Month Year PA INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be aH'ached as fo personalty or reaffy 4. See Article IV, Fiduciaries Act of 1949. ' Df Z O a Inventory of the real and personal estate of James A. Craig, Jr. deceased REAL ESTATE None PERSONAL PROPERTY 1. Masland and Barick Brokerage Account ~5W8-287505 TOTAL REAL ESTATE AND PERSONAL PROPERTY $286,.72'.).91 720.91 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 O03249 SHEKLETSKI GERALD J ESQUIRE 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 fold ESTATE INFORMATION: SSN: 717-10-6691 FILE NUMBER: 2103-0726 DECEDENT NAME: CRAIG JAMES A JR DATE OF PAYMENT: 11/19/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $17,130.84 TOTAL AMOUNT PAID: $17,130.84 REMARKS: SUSAN DCRAIG C/O GERALD J SHEKLETSKI ESQ. SEAL CHECK# 101 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES /NHERTTANCE TAX DTV/SZON DEPT. 280601 HARRTSBURG,, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT GERALD J SHEKLETSK! ESQ STONE ETAL PO BOX E NEN CUMBERLAND Recor~5~./ -'~. o~ DATE Re'..:;"'::' ,,% ESTATE OF DATE OF DEATH FZLE NUMBER '0~ ~J~:~-5 p~:,~DUNTY ACM 0Z-09-200~ CRAIG JR 08-20-2005 Z1 05-0726 CUMBERLAND 101 Amoun'~ Rem i'l:'l:ed RE¥-1607 EX AFP JANES A HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submit: ~:he upper por~:ion of ~his form wi~:h your ~ax payment. CUT ALONG THZS LZNE ~ RETAZN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF CRAIG JR JAHES A FILE NO. 21 05-0726 ACN 101 DATE OZ-Og-ZOOR TH'rS STATEHENT TS PROV/DED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHONN BELO# TS A SUNHARY OF THE PR/NC/PAL TAX DUE, APpLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPL/CABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: Ol-lZ-ZOOq PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 17,7~0.58 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 887.0Z 11-19-Z005 01-25-Z00~ CDOOSZq9 REFUND .O0 17,150.8~ Z77.~8- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADD/TZONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 17,7~0.58 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR TNSTRUCTTONS. ) PAYHENT: Detach the top portion of this Notice and submit .ith your payment made payable to the name and address printed on the reverse side. -- Tf RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- Zf NON-RESIDENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ahich was nat requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of gills, any of the 25 Revenue District Offices or from the Department's Z4-hour ens~ering service for farms ordering: 1-800-$61-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-5010 (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Sureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allo~ed. PENALTY: The 151 tax amnesty non-participation penalty is computed on the tote1 of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest et the rate of six (61) percent par annum calculated at a daily rata of .000164. All taxes which became delinquent on and after January 1, 1981 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 applicable interest rates for 1981 through Z003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 202 .000548 1987 92 .000247 1999 72 .000192 1985 162 .000438 1988-1991 112 .000501 ZOO0 82 .000219 1984 llX .000501 1991 91 .000147 2001 91 .000147 ZOOZ 6Z .000164 1985 13X .000356 1993-1994 7Z .000191 1986 101 .000274 1995-1998 92 .O00Zq7 2003 52 .0001~7 --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUtlBER OF DAYS DEL/NI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: James A. Craig, Jr. Date of Death: August 20, 2003 Will No. 2003-0726 To the Register: 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: Yes X State whether administration of the estate is complete: No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for personal representative's account is: N/A the (c) Did the personal representative state an account informally to the parties in interest? Yes X No Date: the Clerk of the Orphans' report. (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with Court and ~~ attached to this 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Cad, city: Personal Representative X Counsel for Personal Representative estkrelklform.rel IN RE: ESTATE OF : JAMES A. CRAIG, JR. : LATE OF THE TOWNSHIP OF : HAMPDEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00736 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, JAMES J. CRAIG, being one of the beneficiaries under the will of JAMES A. CRAIG, JR., do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JAMES A. CRAIG, JR., in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, JAMES J. CRAIG, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS ~.~REOF, I have hereunto set my hand and seal the day of ~.~'~t~_~ , 2004,. ~ /") Witness COMMONWEALTH OF PENNSYLVANIA: : COUNTY OF : SS: me a Notary Public, the undersigned officer} personally appeared JAMES J. CRAIG, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. NOTARIAL SEAL CAROl. L. TROXELL, Notary Public New Cumber/and Boro. Cumberland Co. My Commission Expires Dec. 27, 2005 Notary Public estkrelklform.rel IN RE: ESTATE OF : JAMES A. CRAIG, JR. : LATE OF THE TOWNSHIP OF : HAMPDEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00736 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL M. CRAIG, being one of the beneficiaries under the will of JAMES A. CRAIG, JR., do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JAMES A. CRAIG, JR., in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, MICHAEL M. CRAIG, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS~_EREOF, I~ave hereunto set my hand and seal the day of +~2F~/~)Jt~/ , 2004. STATE OF MISSOURI : SS: and year first above written. APRIL LINDLEY Notary Public - Notary .~1 STATE OF MI.~.~OURI Greene County My ~ Ex,oires Aug. 3. 2007 COUNTY OF ~~ On this, the S~ ~_ ~ day of , 2004, before me a Notary Public, the undersigned office~,' personally appeared MICHAEL M. CRAIG, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day est\relklform.rel IN RE: ESTATE OF : JAHES A. CRAIG, JR. : LATE OF THE TOWNSHIP OF : HAHPDEN, CUHBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00736 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, LYNN E. CRAIG, being one of the beneficiaries under the will of JAMES A. CRAIG, JR., do hereby acknowledge that I have received all sums of money and property due to me by virtue of the death of JAMES A. CRAIG, JR., in full satisfaction and settlement of all rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that ! have had an opportunity te examine copies ef the beaks and records ef the said estate, and I agree te the final distribution ef the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court ef Common Pleas ef Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, LYNN E. CRAIG, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts ef the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for er by reason thereof, er any other act, matter, cause or thing whatsoever, and I de hereby consent te the discharge of the said Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal the (}P'6 day of /~4. a~ 2004 Wi/eh: ' MNN/E. C~IG STATE OF CALIFORNIA : On this, the ~/~' day of P~~ , 2004, before me a Notary Public, the undersigned officer,~ personally appeared LYNN E. CRAIG, ~nov~ (er satisfactorily proven) te be the person whose name is subscribed te the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WIT~SS ~E~OF, I have her~o s~,ha~and se%l the day and year first above written. estkrel\lform.rel IN RE: ESTATE OF : JAMES A. CRAIG, JR. : LATE OF THE TOWNSHIP OF : HAMPDEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00736 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, KIMBERLY K. CRAIG, being one of the beneficiaries under the will of JAMES A. CRAIG, JR., do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JAMES A. CRAIG, JR., in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, KIMBERLY K. CRAIG, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS WHEREOF, I Witne~ ~ v ~ have hereunto set my hand and seal the , 2004. ~ t / ~ NOTARIAL SEAL Comm'ss~e~ ~pir~ Dec. 5, ~C~,~'" '% the day COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF : On this, the ~ day of %~(~ , 2004, before me a Notary Public, the undersigned offi~e~ ~ersonally appeared KIMBERLY K. CRAIG, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto and year first above written. estkrelklform.rel IN RE: ESTATE OF : JAMES A. CRAIG, JR. : LATE OF THE TOWNSHIP OF : HAMPDEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00736 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL MAYS, parent and guardian of CARLYN MAYS, being one of the beneficiaries under the will of JAMES A. CRAIG, JR., do hereby acknowledge that I have received all sums of money and property due CARLYN MAYS by virtue of the death of JAMES A. CRAIG, JR., in full satisfaction and settlement of all rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same~ and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, MICHAEL MAYS, parent and guardian of CARLYN MAYS, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executrix. ~/+b~ IN WITNESS ~HEREOF, I {,v. _ .day of Witness STATE OF MARYLAND COUNTY On this, the have hereunt~hand and seal the , 2004. .......... ~. ~-~-.~ SS: : day of ~&-zj~2~/ , 2004, before me a Notary Public, the undersigned officer, personally appeared MICHAEL MAYS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. I -- //z/~ F Notary Public est\rel~lform.rel IN RE: ESTATE OF : JAMES A. CRAIG, JR. : LATE OF THE TOWNSHIP OF : HAMPDEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00736 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL MAYS, parent and guardian of SHANNON MAYS, being one of the beneficiaries under the will of JAMES A. CRAIG, JR., do hereby acknowledge that I have re- ceived all sums of money and property due SHANNON MAYS by virtue of the death of JAMES A. CRAIG, JR., in full satisfaction and settlement of all rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Cou~t of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, MICHAEL MAYS, parent and guardian of SHANNON MAYS, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executrix. 4 IN WITNESS_WHEREOF, I have '~' ~day of ~b~'~ hereun~, 20{~.~--..-~-~saL-~Y hand and .......... seal the Witness HICHAEL eYS~ ........ ST}TE OF MARYLAND : : SS: COUNTY OF //~/~6r- ~"k-'~°K~'~ ~-S : On this, the ~ day of ~m-7~/~/~ , 2004, before me a Notary Public, the undersigned officer, personally appeared MICHAEL MAYS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WIT~SS ~E~OF, I have hereunto set my hand and seal the day and year first above written. ~ dd~/~/~ ~~.~ ~" ~ 7 Notary Public BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DZVTSZON DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLOflANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-ISq? EX AFP (01-03) GERALD J SHEKLETSKI E~ FEB 25 &8:31 STONE ETAL PO BOX E C~i'K-,' ~O~t~ NEW CUMBERLAND PA ]~/t~ii&~d 00.. PA CUT ALONG THIS LINE ~.~ DATE Ol-lZ-200q ESTATE OF CRAIG JR BATE OF BEATH 08-20-2005 FILE NUMBER 21 03-0726 COUNTY CUMBERLAND ACN 101 Amount Ram'; 'l:ted JANES HAKE CHECK PAYABLE AND RENZT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LOWER PORTION FOR YOUR RECORDS ~ A BISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CRAIG JR JAHES AFZLE NO. 21 03-0726 ACN 101 BATE 01-12-200q TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Esha)ce (Schedule A) 2. :5. S. 6. 7. 8. ORIGINAL RETURN (1) Stocks a~d Bonds (Schedule B) (2) Closely Held Stock/PartnershAp Interest (Schedule C) ('~) Nor)cgages/Notes Receivable (Schedule D) l~) Cash/Bank Daposlts/HAsc. Personal Property (Schedule E) ($) JoAn)cly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Total Assets APPROVED DEDUCTIONS AND EXEMPTZONS: 9. Funeral Expanses/Ada. Cos)cs/MAsc. Expenses {Schedule H) 10. Dab)cs/Mor)cgaga LiabAlJ.)ci~s/Lians (Schedule Z) 11. To)ca1 Deduct ions 12. Nat Valua of Tax Return 1:5. 1~. (9) (10) CharAtabla/Govarneantal Beques)cs; Non-elected 911:5 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 286z62~.91 .00 .00 .00 NOTE: To insure proper .00 credit to your accoun)c, .00 subeAt )che upper per)cAen of )chis fore wi)ch your tax payment. (8) 17,851.21 .0O 286,62q.91 (11) 17.831.21 (12) 268,795.70 (1:5) . O0 (14) 268,793.70 NOTE: zf an assessment was lssued previously, lines 1~, 15 and/or 16, 17, 18 and 19 w111 reflect f&gures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Aeoun)c of LAne lq et Spousal rate 16. Aeoun)c of LAne lq taxable at Lineal/Class A rate 17. Amoun)c of L/ne lq et SAbling re)ce 16. Amount of LAne lq )caxable at Collateral/Class B re)ce 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DZSCOUNT (+) DATE NUNBER /NTEREST/PEN PAID (-) 11-19-2005 CD0052~9 887.02 (15) .00 x O0 = .00 (16) 215,05q.96 x Oq5= 9,676.57 (17) .00 x 12 : .00 (la) 53,758.7q x 15 = 8,06:5.81 (19)= 17,7q0.38 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDIT/ONAL INTEREST. AMOUNT PAID 17,1:50.8q TOTAL TAX CREBZT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 18,017.86 277.fi8CR .00 277.q8CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REqUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU MAY BE D A REFUND. SEE REVERSE S'rDE OF THZS FORM FOR ZNSTRUCTZONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December IZ, 1981 -- if any future interast in the estata is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the Camaoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such futura interest. To ~ulfill tha requirements of Section ZlfiO of the Inheritance and Estate Tax Act, Act Z3 of 2000. (7Z P.S. Section 91riO). Detach the top portion of this Notice and submit mith your payaant to the Register af Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, ahich was 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 Hills, any of the 13 Revenue District Offices, or by calling the special Z4-heur answering service for forms ordering: 1-800-$62-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied with tha appraisement, allowance, or disallowanca of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object ~ithin sixty (60) days of receipt of this Notice by: --urittan protest to tha PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 171Z8-1011, --election to have the matter determined at audit of the account of the personal rapresantativa, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviaa Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) far an explanation of administratively correctable errors. If any tax due is paid within three (33 calendar months after the decsdent'$ death, a five percent CSX) discount of the tax paid is allo~ad. 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 and of the tax alnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you ~ould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death) to the date of payment. Taxes ahich became dalinquent before January 1) 1981 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January i, 1981 ail! bear interest at a rate ~hich will vary from calendar year to calendar year with that rate announced by the PA Dapartlent of Revenue. The applicable intarest rates for 19BI through Z003 are: Interest Daily Intarast Daily Interest Da Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 97. .000147 1999 77. .00019Z 1983 X6Z .000438 1988-1991 117. .000301 logo 8Z .000119 1984 Ill . 000301 199Z 91 . 000147 2001 91 . 000247 1985 13Z .000356 1993-1994 7Z . O0019Z ZOOZ 62 .000164 1986 107. .000274 1995-1998 97. .00024? Z003 52. .000137 --Interest is calculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUffBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent a111 reflect an interest calculation to fifteen (15) days beyond the data of tha assessment. If payment is aada altar the interest computation date shown on the Notice, additional interest must be calculated. ~EV-1470 EX (6-88) INHERITANCE TAX EXPLANATION COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDENTS NAME FILE NUMBER CRAIG,JR JAMES A 2103-0726 REVIEWED BY ACH Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Estate has been adjusted, 80% of the Estate to the Children, and 20% to Great Nieces. ROW Page 1