Loading...
HomeMy WebLinkAbout00-0082Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 N `r ; - c.... - ,,,~ C~ ~'~ ~ ` ' Date: 1/06/2009 ~ ~ --; _-, 4v~~ c~ - _ -- FLOWER JAMES D JR fC~ ~ r , 26 W HIGH STREET ~~ ~ r -i ,- ~ ' Cr_RLISLE, PA 17013-2922 ~ ~ ~ ~~ ~'~ RE: Estate of KRUGER RICHARD S File Number: 2000-00082 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administ~_ation. This filing is due by: ljl8/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this r_otice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 1/06/2009 KRUGER BARBARA L C ~ 1309 RITNER HIGHWAY ~~~ "' CARLISLE, PA 17013 ~~ ~ '_ 2 s-,. rrr , ~'rr 2s ~ ".. __ ~t _ ,-, RE : Estate of KRUGER RICHARD S r ~ ~-~,, File Number: 2000-00082 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying orl or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of 4lills a Status Report of_ completed or uncompleted admir_ist.r-at.=i_on. This filing is due by: 1/18/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sinc rely, ~'Ls~~~~~a.L Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Richard S Kruger Date of Death: 01/18/2000 File Number: 21-00-0082 Pursuant to Pa. O.C. Rule 6.12, 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: The administration of the estate should be completed by January 1, 2010. 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Dafe 01 /08/2009 Srgnai'ure o(Person Filing this Form Capacity: ^ Personal Representative ~ Counsel dd ,-. _; J _,4^~j(~~Thomas E. Flower Esq #83993 lul IJ ~ ` rI 1.14 I J~0 Name olPerson Frlrng thrs Form O ~~1 'JI~Y?V~rI~U 2109 Market Street ress «'~~ ~~ b- ~~~ 6 amp Hill, PA 17011 City, Stafe, Zip ='' ` `' _~~`, 717-737-3405 r r.» ~~- '_r Telephone Form RIN-~O Rev. 10-13-2006 r+ J ~ ~ "_~ S ~a,;.} h~~yo1-+ pyright (c) 2006 form software only The Lackner Group, Inc. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: FLOWER JAMES D JR 26 W HIGH STREET CARLISLE, PA 17013-2922 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: i~4-o5-1527 FILE NUMBER: 2100-0082 DECEDENT NAME: KRUGER RICHARD S DATE OF PAYMENT: 07/02/2009 POSTMARK DATE: 07/01 /2009 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 1 8/ 2000 REV-1162 EX111-96) NO. CD 01 1433 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 53,956.13 TOTAL AMOUNT PAID: REMARKS: 53,956.13 CHECK# 7088 INITIALS: AJW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2sosol 2 1 0 0 0 0 8 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174 05 1527 O1 18 2000 05 05 1914 Decedent's Last Name Suffix Decedent's First Name MI KRUGER RICHARD g (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return ~~ 4. Limited Estate ~X 8 Decedent Died Testate r~ II - - (Attach Copy of Will) ~ 9. Litigation Proceeds Received MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum ~ 3. Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise ~ (date of death after 12-12-82) 5. Federal Estate Tax Return Required ~ Decedent Maintained a Living Trust ~ (Attach Copy of Trust) 8. Total Number of Safe De Osit Boxes P 10. Spousal Poverty Credit (date of death , between 12-31-91 and 1-1-95) 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number THOMAS E. FLOWER ESQ 717 737 3405 Firm Name (If Applicable) SAIDIS, FLOWER & LINDSAY First line of address 2109 MARKET STREET Second line of address City or Post Office CAMP HILL Correspondent's a-mail address: State ZIP Code PA 17011 REGISTER Q6 WILLS USI~NLY ~ ~ ~:, ~t~ - ~~ rSn n -- ~~.. r +i"- -~. r cr,_~~ ' ~ 1. ~ I - _ N .e . . ~ C..'~~~. _ D/~J~ILED v - .. ~..,J 7 -~ `. i -i 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. SIGN RE OF RSON RESPON~IB E OR FILING RETURN DATE ~. ~;~ /,' ~/'~ (: /,I~~~~//~ ; Barbara L. Kruger ~ " r.. ~; ~~ G-~ ~/.,, 1309 Ritner Highway, Carlisle, PA 17013 Sl~yO-7J.1~ OF PREPARER THAN REPRESENTATIVE ~ DATE , Thomas E. Flower Esq ~, ~Z9 mil)" ADDRESS 2109 Market Street, Camp Hill, PA 17011 Side 1 1505607120 1505607120 J 1505607220 REV-1500 EX Decedent's Social Security Number oeceee~rs name: R i c h a r d S K r u g e r _ 17 4 0 5 15 2 7 _ - __ _ ___ RECAPITULATION -- - -- 1. Real Estate (Schedule A) ...................................................................................... 1. 2. Stocks and Bonds (Schedule B) .............................._ . _ ,,,,,,..•,•• 2. 5 0 , 7 4 1 . 2 8 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................._........................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) i ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~~ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) ......................... 5 0, 7 4 1. 2 8 ...., .................................. 8. -. _ __ __ 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 9 , 5 9 6 . 5 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ............................._ ••• 11. 9 , 5 9 6 . 5 0 12. Net Value of Estate (Line 8 minus Line 11) ............................. __.......................... 12. 4 1 , 14 4 . 7 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. 13, 14. Net Value Subject to Tax (Line 12 minus Line 13) ... -- ........................... ................ 14. 4 1 , 14 4 . 7 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES _ _ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .o0 0. 0 0 15• 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .O6 41 , 14 4. 7 8 16• 2, 4 6 8 6 9 17. Amount of Line 14 taxable . at sibling rate X .15 0. 0 0 17• 0 0 0 18. Amount of Line 14 taxable . at collateral rate X .15 0. 0 0 18• 0. 0 0 19. Tax Due ..................................................................... .......................................... 19. 2,468.69 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 150560722^ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-00-0082 DECEDENT'S NAME Richard S Kruger STREET ADDRESS 405 North College Street Carlisle - - - - __- CITY Carlisle _.___ ~ _ - STATE ~ ZIP PA I 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,468.69 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable - - - - - ---- p. Interest 1,487.44 E. Penalty Total Interest/Penalty (D + E) (3) 1 ,487.44 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) 3,956.13 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (56) 3 , 9 5 6 . ~ 3 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 _ xl a. retain the use or income of the property transferred :............................................................................ l ,~_ b. retain the right to designate who shall use the property transferred or its income :............................... I ~ x c. retain a reversionary interest; or .............................._............................................................................ ,`_ X -. d. receive the promise for life of either payments, benefits or care? ........................................................... ~` J, ~ x_ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................_.............................._..................... ! I ', x i 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?......... _ x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................ -' ~ x-'' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1554 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exemata 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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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. Rev-1503 EX+16.98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA I I INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Kruger, Richard S 21-00-0082 All property jointly-owned with right of survivorship must be disclosed on Schedule F ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Agway Inc., Et AI (Case No. 02-65872) 39,942.12 2 372 shares of Nationwide Financial Services, Inc. - 29.03 10,799.16 Common Stock TOTAL (Also enter on Line 2, Recapitulation) 50,741.28 (It more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) REV-1151 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Kruger, Richard S 21-00-0082 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Barbara L. Kruger Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 1309 Ritner Highway city Carlisle State PA zip 17013 Year(s) Commission paid ~DOQ' 2. Attorney's Fees Saidis, Flower 8 Lindsay 3. 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 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 800.00 8,584.50 7. Other Administrative Costs 212.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 9,596.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Kruger, Richard S 21-00-0082 ITEM NUMBER DESCRIPTION Other Administrative Costs 1 Register of Wills -Filing Fee 2 Register of Wills-Cumberland County - Filing fees $15.00; Certified copies $54.00; Short certificates $20.00 3 Vital Records -Certified copies of death certificates H-B7 Subtotal AMOUNT 15.00 89.00 108.00 212.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV•1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Kruger, Richard S ~,_nn_nno~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE Do Not List Trustees (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Barbara L. Kruger Daughter 50% of the 20 572.39 1309 Ritner Highway residue , Carlisle, PA 17013 2 Mark R. Kruger Son 50% of the 20 572.39 1625 Ritner Highway Residue , Carlisle, PA 17013 Total 41,144.78 Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cov er sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule) (Rev. 6-98) HOLD HARNfT~ESS AGP.EEMENT I Barbara L. Kruger ,residing at 1309 Ritner Hwv (name of heir) (street address) Carlisle, PA 17013 (city, state and zip) r7arion B . Kruger (name of the decedent) 179 --12 -- 4349 (Federal Tax Id # of the decedent) (the "Decedent"), and as a surviving heir to the Decedent, am eligible to claim the proceeds of Claim # 66224.00 ~ the amount of $39,942,12 currently (dollar amount of claim) registered in the name of the Decedent, and which was filed in the Chapter 11 Banh~-uptcy Cases of Agway, Inc., et al. currently pending in the United States Bankruptcy Court for the Northern District of New York (the "Court"), and j ointly administered under case number 02-65572 (SDG). I agree to indemnin~ the Agway i,iquidating Trust, DRx Distribution Management Inc. as disbursing agent, and Donlin, Recano ~ Company, Inc. as Agent for the Court, against all loss, damage, or expense which may incur by reason of this transaction, should claim be made by any other heir or interested party. DATED ~~ ~ SIGNA'I'1TRE Barbara L. Kruger RELATIONSHIP TO DECEDENT Daughter All signatures must have a Medallion Sig~atu~.e Guarantee&from a Comme~ clal Bank, ~ Trust Company or Broker ~ ~~ ~ #~!~ ~~ ~ ~ ~ ~ ~ g . ; ~ ~~ ~~~ nn ~~ SS "~~~ ~~4 ~b ~ ~~ ~~ c. ~ }tat }~, ~. @ 2~ ~ { t ;ice 1..v..±_r ~ ''' -f~ ~1..~,/~- ~ _ J ,., Date of Medallion: u •~~-Dg ~ ~: l~f i-t Yl k~+' f:. x C ._!'. ~ vet; ~ i~ ( Fist, 1~ f ~ swear, that I am an heir of the deceased Historical prices for NFS (Nationwide Financial Services, Inc.) -Google Finance Page l of 1 Web Images Maps News Shoppin Gmail more . Portfolios ~ Sign In Search Finance e.g. "CSCO" or "Google" Historical prices « Back to overview Nationwide Financial Services, InC. (NYSE:NFS) - Daily ~ Weekly Jan 18, 2000 _ Jan 18, 2000 Update Download_to sp_reads..h.e.et Date Open High Low Close Volume 18-Jan-00 28.94 29.56 28.50 28.88 227,700 ~~03 Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed. To see all exchange delays, please see disclaimer. ©2008 Google Google__Home -Help - Privacy_Polcy - Terms._of Service ~.~«~.ii~:~„r„~ ,.,,,,,.to ,,,,,,-,/f;,,~,,,.A/h;~r..r;~a1~~;~1=F~(~(17d1 ~' ctartr3ata=(11 ~/7F1 R%,~F~(1(1(1R~e ~/1 ~/~MR LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET JOHN E. SLIKE CAMP HILL, PENNSYLVANIA 17011 CARLISLE OFFICE ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 26 WEST HIGH STREET JAMES D. FLOWER JR EMAIL: attorney@sfl-law.com CARLISLE, PA 1701; CAROL J. LINDSAY wwwsfl-law.com TE LEPHONE: (717)243-622 JOHN B. LAMPI FACSIMILE: (717)243-461 DANIEL L. SULLIVAN ALBERT H. MASLAND DEAN E. REYNOSA THOMAS E. FLOWER REPLY TO CAMP HILL MARYLOU MATAS JASON E. KELSO July 1, 2009 r~ e-~ ; -~ ` _ ., .~~ !~ ~r~ri~ ~ ~ r..~ -. , v~-,~ U~~, ~ .:~ Cumberland County Register of Wills ~ c~ ,~ f Cumberland County Courthouse ~~ ~~• < , One Courthouse Square, Room 102 , Carlisle, PA 17013-3387 Re: The Estate of Richard S. Kruger File #21-00-0082 Dear Ms. Strasbaugh: Enclosed are two copies of the supplemental inheritance tax return for The Estate of Richard S. Kruger and one copy to be time-stamped and returned to me in the envelope provided. Also enclosed are two checks. One check, payable to Register of Wills, is in the amount of $15.00 to cover the filing fees and the second check payable to the Register of Wills, Agent is to cover the amount of inheritance taxes due. If you have any questions or comments, please call. Very truly yours, SAIDIS, FLO!JWER & LINDSAY Jo Ann Seker Paralegal Js Enclosures c m v .,- ~:: ~~:- ~`'°~; ... ~! m v m D z 0 z ~ ~ o ~o~~ ~ ~ v~~~ ~•~33 o ~ m ~' ~.' _m _ ~ = a ~~. ~c `i D d ~, ° Q a cc ~~ yr W ~~ , ~ ~~ ~ ~ ~ ~ o d N ~ k 'r11 -~ i i~ ~i r .,~ .~ ~; e~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/09/2009 FLOWER JAMES D JR ^~ 26 W HIGH STREET ~ p .°~, '` ~? c> CARLISLE PA 17013-2922 y rn~v v ~ C-n , ~ b i~ ~ ~ C7 nf_i So -ii ......3 ti7 .~ _`~ ~ D ~ e n RE: Estate of KRUGER RICHARD S CD File Number: 2000-00082 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/18/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /~leRl4lG~K.~~sGaZltit/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/09/2009 KRUGER BARBARA L 1309 RITNER HIGHWAY CARLISLE, PA 17013 RE: Estate of KRUGER RICHARD S File Number: 2000-00082 ra ° p T \O •^ _.. .. _..• '=~-o rn N, ~a cc~~ ~~ ~ " ~ C7 7t. ~ ~ ~ ~ cJ~ _ " D in O ~:7 ,, ClD Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/18/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, I' Iu~~K~Kit~'~~iL1[4V Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Richard S Kruger Date of Death: 01/18/2000 File Number: 21-00-0082 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estata is complete: ^ Yes X^ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: We have not received approval on the supplemental inheritance tax return than was filed July 2, 2009, so we request six additional months to a year to complete the estate. 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. ,, r Date `~ c42/15RA09 ¢ !+i °-- ~ L:~ QQ- C: ~ ~ C ) _ ;_-- - l.=., 1 :=i _ . trfl - .. Gy ti.t ~~....~ _ . , .,, t.~ ~„~ ~ ., ~ `t'__ o c ~u O N U Form RW-10 Rev. 1a13-z006 c Signature o/Person Filing this Form +~ (~ Capacity: ^ Personal Representative ® Counsel Thomas E. Flower Esq #83993 Name of Person F~ing thk Form 2109 Market Street Address Camp Hill, PA 17011 GTy, State, Zip 717-737-3405 reraphone Copyright (c) 2006 form software only The Lackner Group, Inc V/ V Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Richard S Kruger Date of Death: 01/18/2000 File Number: 21-00-0082 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 2 3. State whether administration of the estate is complete: If the answer is No, state when the personal representative reasonably believes that the administration will be complete: If the answer to No. QX Yes ~ No I is YES, state the following: a. Did the personal representative file a final account with the Court? b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes © No ^X Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. care 01/12/2010 c ,_ r-- t d _t _ c - N ~_ _ ~. x _, rr_ ~: '; ~c:~ , C ; ~, a. ~, J o c_] c-, . _ 1.L= (...i.l i ~ c_ Ci rlJ `~.' tel. ..__ ...F W t ~;?.~ +Q U~~; c~ _o C7 b t~.t Form RW-lO Rev. fatl2oos Thomas E. Flower Esq #83993 Name olPerson FAep this Form 2109 Market Street Address Camp Hill, PA 17011 Clry, Stare, zip 717-737-3405 Tebphpng Copyright (e) 2006 form so6ware only The Lackner GiouP, Inc. Capacity: ~ Personal Representative © Counsel NOTICE OF INHERITANCE TAX Pennsylvania ~ APPS PENT, ALLOWANCE OR DISALLOWANCE DEPAPTMENTOFREVENUE BUREAU OF INDIVIDUAL TAXES i_-• ,r INHERITANCE TAX DIVISION d'Fi= II'U~~'I';~~E11b~~tt~tll ASSESSMENT OF TAX REV-1.147 EX AFP Q2-09) PO BOX 280601 ~ ~ eft' ``; i HARRISBURG PA 17128-0601 ~' ~t ~_f i ~';` ' ~ ~ ' n -'.'i. DATE 12••21-2009 200 OEC 29 ~~ gyp; 32 ESTATE OF KRUGER RICHARD S DATE OF DEATH 01-18-2000 C~~~K ~J~^ FILE NUMBER 21 00-0082 ~RPHR,j'~~~ ~, „~ ~ COUNTY CUMBERLAND THOMAS E FLOWER ESQ t ,•,a ,CV„ .•, , , ~~ ~~~ ACN l0 a ~i~fir,~',.. ~ . SAIDIS ETAL ` ' '~-~-~. P,4, APPEAL DATE: 02-19-2010 2109 MARKET ST (See reverse side under Objections) CAMP HILL PA 17011 Amount Re^itted~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CiD COURT HOUSE CARLISLE, PA 17013 CUT_ALON6_THIS_LINE_____ ~ __RETAIN LOWER PORTION FOR YOUR RECOR__________________________ - ------------------------------- DS ~-~' REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: KRUGER RICHARD SFILE N0.:21 00-0082 ACN: 101 DATE: 12-21-2009 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 .00 NOTE: To ensure proper 1. Real Estate (Schedule A) C1) 2. Stocks and Bonds (Schedule B) (2) 50.,741.28 credit to your account, .00' submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 s. Total assets (e) 50 , 741 .28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 9.596.50 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .OD 11. Total Deductions (11) 9,596.50 12. Net Value of Tax Return (12) 41 ,144.78 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 422,267.57 NOTE: If an assessment was issued previously, lines 14, 15 and/'or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: C15) .00 X C16) 4 ? . 67 . ~7 X c17) _ 00 x cls) .00 X 00 = .00 06 = 25,336.06 00 = .00 15 = .00 (19)= 25,336.06 PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-13-2000 AA425448 631.58 12,,000.00 11-07-2000 AA451430 .00 10.,267.37 01-08-2001 AA477855 .00 13.25 07-01-2009 CD011433 1,382.49- 3,956.13 TOTAL TAX PAYMENT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 25,485.84 149.78CR .00 149.78CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE n FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `~71j/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION p0 BOX 280601 HARRISBURG PA 17128-0601 CI.ER~t 4F ©RPHA~1'S Ct?1JRT THOMAS E FLOWER ESQ~~~~~~~..r~iD ~~' ~ P~. SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 ~r,,;~~~";~~1~~t~j'~fANCE TAX .~;.., ~~;~ OF ACCOUNT ~' ! 9"ti ... is , 1.-yA;V. ;? vE pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP (12-09) DATE 02-01-2010 ESTATE OF KRUGER RICHARD S DATE OF DEATH 01-18-2000 FILE NUMBER 21 00-0082 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: 2a1QfEB-5 AMIi~ Ob REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS _ '~ _ _ _ REV 1607 EX AFP C12 09) ~~~~~ *** INHERITANCE TAX STATEMENT OF ACCOUNT ~~~* ~~ ~~ •^ ^^•^^••• ^ ESTATE OF:KRUGER RICHARD S FILE N0.:21 00-0082 ACN: 101 DATE: 02-01-2010 THIS STATEMENT PROVIDOF ALLRPAYMENTS~,STHE CURRENTTBALANCEINANDE IFMAPPLICABLE,BALPROJECTED INTEREST FIGUREINCIPAL TAX DUE, A~~LLCATI~N DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-14-2009 25,336.06 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) *** SUMMARY OF ALL 005 PAYMENTS *** 631.58 01-13-2010 1,382.49- 01-13-2010 AMOUNT PAID .00 26,086.97 TOTAL TAX PAYMENT 25,336.06 .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. TOTAL DUE ~ .00 ~ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.