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HomeMy WebLinkAbout03-0880 PETITION FOR PROBATE and GRANT OF LETIERS No. ~I - 03 - 'it () To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 1 75- 2 4 - 0091 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated Apr i I 7, 1 989 and codicil(s) dated Estate of George o. Straub also known as named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber I and County, Pennsylvania, with h is last family or principal residence at 204 Hearth Road, Camp Hill, [Lower Allen Township] Pennsylvania (list street, number and muncipality) Decendent the:l 73 years of age died Au gu s t 25, 2 00 3 19 at Holy'Spirit Hospital LE. Pennsboro Twp.] Cumberland Counti, PA. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: none 3,500.- $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tes tamen tarv theron. (testamentary; administration c.La.; administration d.b.D.c.t.a.) - 13 ~4~\~~koillr' U ... ].~ \<:. f.\-\ \-\ E. t:( ~ (\) E.- '(J. SiR J\Lt 0 os'': :Ao'-\ \-\ G- kR.. ....n\ K Q ~~ C"' 'frYl ~ i-\ \' \ L. . \7 Vi \ I b \ \ ;;; = 00 ;;; OATH OF PERSONAL REPRESENTATIVE COMMONWEA~H OF PENNSYLVANIA } ss COUNTY OF \ Iv-(I\~"\c.ur..,d. 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 represen- tative(s) of rhe above decedent petitioner(s) will w an trulyadminis r the ccording to law. subscribed { day of l'9_ eglSter \ l - \ -'13- \ ~ 1iQ' :=! l::l - s:: ~ ~ No. ~'-03-a.sO' Estateof~ 0 \ ~(jJllY DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW (~L... ').. 7. :l 00 ~ ~_, in consideration of the petition on the reverse side hereof, satisfactory proof haVin~ bee~ presented befr;qme, IT IS DECREED that the instrument(s) dated p~ I I I q descri\:)ed therein be admitt~1Lobate and ~lled ~the last will of en ~Q 0, and Letters -t ~ are hereby granted to ~ . ~ ~ a 1. ~ DmDQ '~~\v* . ter of W' FEES Probate, Letters. Etc. ......... s ~5 .00 Short Certificates( ).......... S q. ()O ~~~.... S (0.00 "~ S10.0D TOTAL _ s5O.00 Filed I ~ .~. .~.J. -:-. ;?ro3. . . . . . . . . . . . . . . . . A TIORNEY (Sup. Ct. 1.0. No.) II 5 33 5 3 3117 Chestnut Street r~mp Hill, ppnn~ylv~ni~ 17011 ADDRESS (71"1) 761-5800 PHONE . .It, ...- -- ,. , ~, L~.: Scott M. Dinner Att.......y .t Law 3117 CLeatnut Street CADlP Hill. PA 17011 tel: (717) 761-&800 fu;: (717) 761-5008 AFFIDA VIT OF SUBSCRIBING WITNESSES ~1-0.3"'8Bo COMMONWEAL TH OF PENNSYL VANIA) COUNTY OF CUMBERLAND ) We, Suelaine M. Covert and George O. Straub, Jr., the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight ofthe testator signed the will as a witness; and that to the best of of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed before me by Suelaine M. Covert and George O. Straub, Jr., witnesses, thiszt! day of October, 2003. .~/Jt..~ Witness ,r, -. ~ NOTARIAL SEAL scon M DINNER, Notary Public Camp hill Boro., Cumberland Count Mv Ci)iflilW::S~(ln Expires ~ 23 .1 _ HI05.905MS REV.(OI/03) This is to certifY that this IS a true copy of the record which is on file in the Pennsylvania Division of Vital Records In accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~I/~ Charles Hardester State Registrar 0393425 OCT 06 2003 Date H105.143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH 079749 TYPElPRlNT IN PERMANENT BLACK INK , I STATE FilE NUMBER lb. Cumberland DECEDENT'S USUAL OCCUPATION (~"':o~ngafllf~:o~u:.~:jt ~)D RACE. American Indian. Black. White. e (Spedfyl white SURVIVING SPOUSE (If wife, giYI m.kMn "ame) Katherine Bendick Allen lwp. Cumberland 17d. 0 :.,=~~~ of atylboro. fi] '" :> '" < :::; < MOTHER'S NAME (First. Mddle, Malden Sumame) 11. Mabel Ober INFORMANT'S MAILING ADDRESS (Street. CltyfTown. State, Zip Code) 20b. 204 Hearth Road Cam Hill PA 17011 PLACE OF DISPOSITION- Name of Cemetery, Crematory LOCATION - CltyfTown, State, Zip Code or Other Place .~ ,. - 21.. York, PA 17404 NAMEANOAOORESSOFFACllITY Parthemore FH & CS. Inc. 22c.P.O. Box 4 1 New Cumberland PA 17070 0431 LICENSE NUMBER DATE SIGNED (Month, Day, Year) 23b. 23c. WAS CASE REFERRED TO A MEDICAL EXAMINER !CORONER? 21. Yes Il?j ~ \'-' No 0 : Approximate PART I: Other significant conditions contributing to death. but . Interval between not resulting In the undertying cause given In PART l. : onset and death ...:J C") {b, c. d. DUE T (OR "5 A CONSEQUENCE OF) WERE AUTOPSY FINDINGS MANNER OF DEATH AVAILABLE PRIOR TO .Jr 0 COMPLETION OF CAUSE Natural Homicide OF DEATH? 0 0 Accident Pending Investigation VesO No~ VesO NoD Suicide 0 Could nol be determined 0 DATE OF INJURY (Monltl, a.y. Y..rJ TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. 28.. 28b, CERTIFIER (Check only one) .~~':.wr:F~~tGJ~~'f:~~Jiu~S~:~h C:C~j~cajuS: l: g.e:~=:~(:r~3r~~~:a:. h::'r:f~~~~ .~~~~~. ~~~ ,:?~~~~.~.j~~ .~~~..... _,...... .... 21. VesO NoD 30.. 3Gb. M. 30c. PLACE OF INJURY. At home, farm, street, factory, office building.etc_ (specify) 30.. -MEDICAL EXAMINER/CORONER :~b::~.;':,~~'.~~~'~. ~~~/~.'~~.~~~~~~~~: .'~.~" .~~'.~'~:.~.~~.~ .~~.~~.~.~. ~~~:...~~:. ~~~."~.~~'. ~~.~.~.~. ~~ .~~ .~~.~~~.(~~ .~~.. 0 318, REGISTRAR'S ~ATURE AND~8E~ 33. t/~Ar/ /,"/( "l'~~ ~/P<I/( I DATE SIGNED (Month, Day Year) >- Z UJ o UJ U UJ o ... o UJ :;; '" Z *P~O~:.~I:'Gm~k~~~~':~=~~C;:: ~~~:~::.~~r:c;~:~,d:~: d~.d :;'~:u:~(~i:~ ~~J.r.. .tated...,............",... 0 ~1~-o3-880 ",d --1'_-- ~ l- 0.3 - i'~o WILL OF GEORGE O. STRAUB I, George o. Straub, of 204 Hearth Road, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. l. I bequeath and devise all of my property of whatever na- ture and wherever situated, to my wife Katherine B. Straub, if she survives me. If my wife does not survive me, I bequeath and devise all of my property equally to my children, George o. Straub, Jr. and Amy K. Huck, per capita. 2. If any legatee or devisee under this will shall die within thirty (30) days after my death, he or she shall be deemed to have predeceased me for all purposes under this will. 3. I grant to the fiduciaries named herein and their suc- cessor or successors, the following powers in addition to and not in limitation of such powers as they may hold by law: (a) stocks, real or may not statute to give To invest any funds of my estate in any bonds, notes or other securities of property, personal, notwithstanding that such investments be of the character allowed to fiduciaries by or general rules of law, it being my intention them the broadest investment powers possible. (b) To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate, for cash or upon credit, in such manner and on such terms and conditions as they may deem best, and no persons dealing with them shall be bound to see to the application of any moneys paid. (c) To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by my estate. ~m.~ L~~~ \ / (,/ /' ~.. .~.. ~/./....<-...:..;:;:.A../rz.....~..~. ....) ~.. ~/./ --// . ~ -.---.,. . . /~- ~../.. '- .. .~.~. ~//_'F, .c:::.' ... 1 (d) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate. (e) To distribute in cash or in kind, upon any division or distribution of my estate. (f) In general, to exercise all powers in the management of my estate which any individual could ex- ercise in the management of similar property owned in his own right, upon such terms and conditions as to them may seem best, and to execute and deliver all in- struments and to do all acts which they deem necessary or proper to carry out the purposes of this my will. 4. I direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, whether or not with regard to property passing under this will, of what- soever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and passing under this will shall be free and clear thereof. 5. I direct that all bequests, legacies and devises and all shares and interests in my estate shall not be subject to attachment, levy, execution or sequestration for any debt, contract, obligation or liability of any legatee, beneficiary or devisee. 6. I appoint as the executrix of my estate my wife, Katherine B. Straub. If she predeceases me or is physically un- able to serve, I appoint as co-executors of my estate, my son, George o. Straub, Jr. and my daughter, Amy K. Huck. No in- dividual fiduciary named herein shall be required to furnish bond or other security for the proper performance of his or her duties hereunder. \. .~ --.-,. ~,k~ m.~ ~~h1([Ou1f 2 7. I request that any fiduciary named herein waive any right to receive a fee for services rendered in the performance of his obligations hereunder; provided however, that he shall be reimbursed for actual and reasonable expenses, including account- ing services and the furnishing of room and board, incurred in the performance of his duties. 8. The masculine gender shall be deemed to include the feminine gender where the context so requires, and the singular shall be deemed to include the plural where the context so requires. IN WITNESS WHEREOF, I the said George o. Straub, herewith set my hand and seal to this my last will, typewritten on three (3) sheets of paper including the attestation clause and signa- tures of witnesses, this ?:: day of ~, ~ ~' f9~b' -~~//' ~. / ....----- / p---. " --/ 5/~~-~~~~ c;:2.;:;; .... ... m _ _,~ On the -; day of PhA.'/ , , 19Jf.L, George o. Straub declared to us, the undersigned, that the foregoing instrument was his last will and he requested us to act as witnesses to the same and to his signature thereon. He thereupon signed said will in our presence, we being present at the same time. We now, at his request, in his presence, and in the presence of each of us, hereby subscribe our names as witnesses. Each of us further declares that he believes this testator to be of sound mind and memory. ...(uk~ 7J1. ~ residing at Gr"Ip ~4;I\, PA esiding at C cr"d II: II, /!,.I , , ~rri~W1 3 ~c/ STATE OF PENNSYLVANIA PROBATE COURT CUMBERLAND COUNTY FILE NO: STATEMENT AND PROOF OF CLAIM # 21-03-880 Estate of GEORGE O. STRAUB I, Howard A. Enders. Esq. on behalf of ADV ANT A BUSINESS CARDS located at 40 E CLEMENTON RD. GIBBSBORO NJ 08026 submit the following claim against the estate for the sum set forth. DECSRIPTION VALUE ADV ANTA BUSINESS ACCT # 5477530194770011 AMOUNT DUE $ 15,434.75 There is now due on the claim, above all legal set-offs, the sum of: $15,434.75 D Notice to interested persons: This is a claim by a personal representative. This claim will be allowed unless notice of an objection by an interested person is delivered or mailed to the personal representative not later than I declare that this claim has been examined by me and that its contents are true to the best of my information, knowledge, and belief. I J 1 )'/02/ 'l/) Authorized signature ~/'! Howard A. Enders. Esq.. General Counsel Name (type or print) The Creditor's Rights & Bankruptcy Group A Division of Phillips & Cohen Associates, Ltd. 695 Rancocas Road Address Westampton. NJ 08060 609-518-9000 City, State, Zip Telephone !PROOF OF SERVICE OF CLAIM! I served upon SCOTT DINNER. ESQ. Name fiduciary, a copy of this claim on NOVEMBER 4. 2003 by REGULAR MAIL Date State manner and address of service 3117 CHESTNUT ST.: CAMP HILL. PA 17011 I declare that this proof of service has been examined by me and that its contents are true to the best of my information, knowledge, and belief. fl/ "fI'! { ./(i'n-( '})7lff2 ~/t:'tJ::5 O'k:!)ur Jj (J)LdJcIc~ / L:?'[ , Date Signature GEl !ACCEPT ANCE OF SERVICEI Service of the attached claim is accepted. Date Signature To whom it may concern, Due to the voluminous nature of the documentation supporting this claim, the following account summary is provided: SUMMARY OF ACCOUNT 1. ACCOUNT NUMBER: 5477530194770011 2. NAME IN WHICH CARD ISSUED: STRAUB,GEORGE 0 3. PRIMARY CARD HOLDER(S): Go Straub & Associates 4. OPEN DATE: 5. CREDIT LIMIT: $ 6. FINAL BALANCE: $15434.75 7. PRIMARY USE OF CARD: Purchases r- UJ:' PHWPS & COHEN I ~SSOCIATES, ~ D. 258 Chapman Road, Ste. 205 University Plaza Newark, DE 19702 -- {~ d./-6 3-- >J &' J 1;~tL0'\\S .. . Co ..L ll" D C, J,-f..x \ 0(' n..A;~ ~1 "" \. "7 ~rl\S\e\ PA flC \ -:> i ~;; ; ?'1-::::::"":;: 4:-':4_4___ IIIIIIIIIIIIIIIIIIIIIIIH 11111111111111,1111111,11,11111 . " COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS. COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-03-0880 TO: THE CLERK OF THE ORPHANS. COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b}(2} of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. ~3532(b}(2}. 1) Claimant's name: 2) Claimant's address: BANK ONE clo NCO Financial Systems, Inc Probate Department,#450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 Creditor listed below is the owner and holder of a claim in the amount of $5,602.97 3) 4} The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. Decedent's address: 204 HEARTH ROAD, CAMP HILL, PA 17011 5) 6) 7) Date of Death: 08/25/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of pe~ury that they Information and representatio made herein are true correct to the best of my knowledge, information and lief. Dated: November 20, 2003 AGENT Claimant Written notice of claim was given to Personal Representative and/or as stated below: KATHERINE B. STRAUB Name 204 HEARTH ROAD, Address CAMPHILL,PA 17011 City/State/Zip 4366150003374165 Account Number NOVEMBER 20TH,2003 Date notice mailed COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-03-0880 TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b )(2) of the Probate, Estates, and Fiduciaries Code, 20 PAC.S.A 93532(b)(2). 1) Claimant's name: 2) Claimant's address: BANK ONE clo NeO Financial Systems, Inc Probate Department,#450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 Creditor listed below is the owner and holder of a claim in the amount of $4,754.21 3) 4) The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. Decedent's address: 204 HEARTH ROAD, CAMP HILL, P A 17011 5) 6) 7) Date of Death: 08/25/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information ~nd repr~sent . n~ made herein are tr nd correct to the best of my knowledge, Information an belief. Dated: November 20, 2003 AGENT Claima t . - J96373 Written notice of claim was given to Personal Representative and/or"his/hercounsel as stated below: . KATHERINE B. STRAUB Name 204 HEARTH ROAD, Address CAMP HILL, PA 17011 City/State/Zip 4417129376102204 Account Number NOVEMBER 20TH,2003 Date notice mailed .jAMES A. B'ALOGH - MN GARY W. BECKER - DC, FL. IL. MN, WI' 'CREDITOR'S RIGHTS SPECIALIST AMERICAN BOARD OF CERTIFICATION SEND ALL WRITTEN REPLIES TO: ARIZONA OFFICE: 7702 EAST DOUBLETREE RANCH ROAD SUITE 300 SCOTTSDALE, AZ 85258 v CHELSEA A. JAGUSCH - MN, WI ANGELA M. HORN - MN MICHAEl D. JOHNSON - MN MARY ELLEN WEEMAN - KS, MN, MO THERSIA O. LEE - MN CHAD J. BOllNSKE - MN DIANA THEOS - AZ, CO STEVEN M. TOMS - MN HEATHER L. KIGHT - MN, NY MICHAEL L. MCCAIN - MN WILLIAM B. HOPKINS - MN, WI KIMBERLY L. DUNCAN - MN JOHN E. OLCHEFSKE - MN JON M. SUSTARICH - MN REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 BALOGH BECKER, LTD. ATTORNEYS AT LAW 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4804 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 888-762-9997 OF COUNSEL: LrTOW LAW OFFICES, P.C. (IOWA) LUSTIG, GLASER & WILSON, P.C. (MASSACHUSETTS) . 12/01/03 Re: In the Estate of GEORGE 0 SlRAUB Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: 21-2003-880 175240091 204 HEARTH RD CAMP IDLL, P A 17011 CITIBANK USA, N.A. (SEARS ROEBUCK & CO) 5484115831845 $ 459.61 Dear Sir or Madam: Enclosed please find a Creditor=s claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concerns, please call our firm toll free at 1- 888-762-9997. Cordially, Balogh Becker, Ltd. Attorneys at Law Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 3688 11/2612003 1033129 COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLA{M In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-2003-880 TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. 93532(b)(2). CITIBANK USA, N.A. (SEARS ROEBUCK & CO) 1) Claimant's name: c/o BALOGH BECKER L TD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 8887629997 3) Creditor listed below is the owner and holder of a claim in the amount of $ 459.61 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 204 HEA.RTH RD CAMP Hill, PA 17011 6) Date of Death: 08/05/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated:/24/c:l.7 a ---- /' Chelsea A. Jagusch/Angela M. Horn, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: KATHERINE B STRAUB Name 204 HEARTH RD Address CAMP Hill, PA 17011 City/State/Zip. ('1 {1ola J Date notice mai1ed IN RE ESTATE OF: GEORGE 0 STRAUB AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. 3. The Decedent purchased merchandise in the amount of$459.61 account number 5484115831845 evidenced by 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not BALOGH BECKER, LTD. By: ._~ One of its attorneys: Chelsea A. Jagusch _ Angela M. Horn <=----- Michael D. Johnson Mary Ellen Weeman_ Thersia O. Lee Chad 1. Bolinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4804 Subscribed and sworn before me This~day Of~ ,2003. CJ BankofAmerica ~ ~ PROBATE COURT Bank of America NC4-105-0291 POBox21991 Greensboro, NC 27420-1991 STATE OF PENNSYL VANIA COUNTY OF CUMBERLAND IN THE MATTER OF (GEORGE STRAUB) CASE NUMBER: 21-03-880 DECEDENT'S DATE OF DEATH (IF KNOWN): 8/25/03 DECEDENT'S LAST MAILING ADDRESS: 204 HEARTH RD CAMP HILL. PA 17011 STATEMENT OF CREDITORS CLAIM CREDITOR: BANK OF AMERICA ADDRESS: POBOX 22053 GREENSBORO NC 27420 TELEPHONE: 1-800-451-6362 X 3453 BASIS OF CLAIM: 00519000326827 AMOUNT OF CLAIM: $3,076.37 PER DIEM 1.06 DATE CLAIM WILL BECOME DUE (IF NOT ALREADY DUE):--,20_ DESCRIPTION OF ANY SECURITY AS TO CLAIM: ~~ MISTY WEL AGENT FO CREDITOR SIGNATURE: DATE: DECEMBER 11, 2003 COpy MAILED TO EXECUTOR OR ADMINISTRATOR OF THE ESTATE: NAME: KATHERINE STRAUB ADDRESS: 204 HEARTH RD CAMP HILL. PA 17011 USA CO~0 ST A TE OF PENNSYL VANIA IN THE MATTER OF ESTATE OF: GEORGE 0 STRAUB IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE#: 21/03/880 DATE OF DEATH: 08/25/03 STATEMENT OF CLAIM 1. The creditor, Citifinancial, certifies that there is due and owing by GEORGE 0 STRAUB, deceased, the sum of SEVEN THOUSAND FIVE HUNDRED NINETY THREE DOLLARS AND SEVENTY FIVE CENTS ($ 7,593.75). 2. The nature of the claim is a LOAN account 09070312699. 3. The name and address of the claimant is: Citifinancial, Investment Recovery, 11436 Cranhill Dr., Suite H, Owings Mills, MD 2117. 4. The name and address of the claimant's agent is: Robin J. Bortner, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on anyone instrument. Said balance has accrued since the account was established. On behalf of Citifinancial, creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and all legal offsets, payments, and credits made known to the affiant have been allowed. '-- ,f-l~ ROBIN J. BOR Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, 1 hereunto set my hand and Notarial Seal this JiUary 05, ~ ~\","il"j"II', ~\\\\\~ \... S r~)!!oJ':'" , ~ :(:..~......."'~(::'(-;:, #~ .~....o'tAA'" " ".'. ';', .z:. :s; .. ,-- ~ ~~, My Commission Expires: August 8, 2004. j~! ' "~' ~-, :~j ():u-~. - . ,i;~ Fff -:. .~..... ::: \~... _", _':~; c'r." ~~ ~ "1/,.:_. PUb'';''",:'' '.,;~ ""~~~4tOAE. CC .~~~~,~~ 'JIII''''III''''''\\\\ d . STREHLEIN, Notary Public [ STATE OF PENNSYLVANIA IN THE MA ITER OF ESTATE OF: GEORGE STRAUB A/K/A GEORGE O. STRAUB i IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE #: 21/03/880 DATE OF DEATH: ~/25/03 STATEMENT OF CLAIM 1. The creditor, American Express, certifies that there is due and owing by GEORGE STRAUB A/KJA GEORGE O. STRAUB, deceased, the sum of FORTY THOUSAND SIX HUNDRED EIGHTY-ONE DOLLARS AND NINE CENTS ($40,681.09). 2. The nature of the claim is an Gold Card account #372817051681002 with a balance due of $277.85; Optima Card account #371332102831003 with a balance due of $39,116.56; Company Card account #378368424652001 with a balance due of$I,286.68. 3. The name and address of the claimant is: AMERICAN EXPRESS, 200 Vesey Street, New York, New York 10285-3830 4. The name and address of the claimant's agent is: ROBIN J. BORTNER, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. The balances represent an accumulation of charges as posted to the account numbers described above. On behalf of AMERICAN EXPRESS, creditor, I do solemnly declare and affirm under the penalties of peIjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inqu' d examination, and I believe the claim is just and all legal offsets, payments, and credits made known 0 t e affiant been alIa ed. J. BOR R Estate Recoveries, Inc. P. O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 (..,. State of Maryland, County of Baltimore: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this 5th day of January, 2004. I . I '-i ' ifer L. \\H,; '~;~1I"'1 ' . S.,., I""" , '. })'~~.",~ .~. t'tl__.:?!.~~ ~r. ~ . ~ ,; \~~ . = -"-'., (]"""." : :: - . = S. l.... .. Q is ~~"_ .... (.1/"~! % '?j.,. :~_._.\.~ .~ ~..# ~'.f. "0 "> ", - J~ ~"", ""'/ rf~~~.J...,,1 \\,..... ""'un.,,,,,,\\: Commission Expires: August 8, 2004 1,/ ~,. STATE OF PENNSYLVANIA IN THE MA ITER OF ESTATE OF: GEORGE STRAUB, SR. A/K/ A GEORGE O. STRAUB IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE#: 21-03-880 DATE OF DEATH: 08/25/03 STATEMENT OF CLAIM 1. The creditor, Fleet Credit Card Services, L.P., certifies that there is due and owing by GEORGE STRAUB, SR., deceased, the sum of FNE THOUSAND THREE HUNDRED TWENTY FNE DOLLARS AND NINETY TWO CENTS ($ 5,325.92). 2. The nature of the claim is a VISA account 4326835177017926, which was established in 11/24/95 . 3. The name and address of the claimant is: Fleet Credit Card Services, L.P., 550 Blair Mill Road, Horsham, Pennsylvania 19044. 4. The name and address of the claimant's agent is: Robin J. Bortner, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on anyone instrument. Said balance has accrued since the account was established. On behalf of Fleet Credit Card Services, L.P., creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and legal offsets, paym€nts, and credits made known to the affiant have been allowed. Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this January 06,2004. My Commission Expires: August 8, 2004. \\",UIIII",,,,,. ~,""~€.R L S i."'" ~~" ......... -'9~~;, JE *~ .. ...\OTA"':. '>~.'" ~ . \' "''''fl.-e.'y~ ~ s":) . . . ~ ~ ! ..- \\~~ ="Co......- ,";?: :; : ---. 0 "---. " '-:: =CD- I]; :: ;. ')! ~. ,~ ~ -;?".A .. J:) .. Q ~ 0;. -~_. tlsuc o. .~ .~ ~..,...O ".........()n....-K..'.::~:::- """1 'lyE: CO"S~ \ ",.:: 'JIll/I" IH I ~ IH"\\\\\ FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INRE: ESTATE OF } } } } } } No. 2003-00880 of 2003 GEORGE 0 STRAUB (Deceased) ..-- S~ r d ..t::. :u 'C') CLAIM ~ ^-' To the Clerk of Orphans court Division: N 0'\ Index and make proper entry in your official records of the claim of OMNlHM E FINANCIAL RECEIVABLE SERVICES for CHASE BANK (Claimant), accOlint # 5491040210299856, in the amount of $10,266.99 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 204 HEARTH RD, CAMP HILL, PA 17011-8454, died on August 25,2003. Written notice of this claim was given to SCOTT DINNER, 3117 CHESTNUT, CAMP HILL, P A 17011 (Personal representative, if any, or counsel). March 22 , 2004 m ,t 1ft (Claimant) OMNIUM FINANCIAL REC 7171 MERCY RD, SUITE 400 PO BOX 6618 OMAHA, NE 68106 800-999-3778 (Claimant's Address) 0'. z ~ tfj rJl ~ l-3 tfj o ~ a tTl o ..-..~ oa ~ tTl ~ 0 '" CI:l !:t ~ -~ ~ t::rl Z ? N o o W I o o 00 00 o o .... IV 8 w ~~ ]~ n8~ -8'(j !...., ~ e(j> =::tt-< !a. >:;0 -~tr1 tr1(j t::l:ltr1 ~~ ~ ~ ~ ~ ~ ~ .... - ~ Q.. :....J ~.-: E \,' ,~ '. '.J (5 r-- ;q .,._.. ~- t:..-::': I.D N a::::: < ::;c p > - - o ., ; '< d) Ie a: ~~- ~ o 51 \C t..l ARS-ARR~ 25 CLIENT: CHASE BANK STATUS: ACTIVE STATUS RECOVERY MAINTENANCE CLI REF#: 5491040210299856 REASON: 42-CLAIM FILED RECDSP 8:54:16 3/22/2004 ACCOUNT: 91092858 PACKET: I CONTACT TYPE: PRMCON PREFIX: FIRST NAME: GEORGE MIDDLE NAME: 0 LAST NAME: STRAUB EXTENDED : SUFFIX: More.. . PHONE INFORMATION I PHONE TYPE: HOMPHN AREA CODE: Tf7 PREFIX: 761 NUMBER: f74B' EXTENSION: nmrnOOOO ANSWER CODE: CALL CODE: CALL CONTACT INFORMATION I I ADDRESS INFORMATION I I LANGUAGE: ENGLSH ADDRESS TYPE: PRMHOM RESP: PRMRSP STREET: 204 HEARTH RD CITY: CAMP HILL STATE: PA ZIP CODE: 17011 8454 COONTRY: us- ~IL CODE: MAIL SSN: 175240091 I EVENTS I I CURRENT BALANCE: 10266.99000 PROMISED PAYMENTS: 0.00000 BALANCES I I ADJUSTMENTS I I ADJUSTED BALANCE: 0.00000 PRINCIPAL PAYMENTS: 0.00000 PAYMENTS I I ACCOUNT STATISTICS I LISTING BALANCE: 10266.99000 LOCAL LISTING BAL: 0.00000 More.. . ACTMTY: S42 CLM CLM CLAIM FILED INDATY-FILE CLAIM WITH PROBATE:PORBATE CLAIM FORM PRBCRT-FILE CLAIM WITH PROBATE:PORBATE CLAIM FORM FOLLaf UP TIME: 102749 03/22/2004 08:54:16 102749 03/22/2004 08:54:13 102749 03/22/2004 08:54:08 More.. . I ACCOUNT ATTRIBUTES I FOLLaf UP ACTMTY: REVIEW FOLLaf UP DATE: 3/29/2004 F2=CONTINOE SEARCH F3=EXIT F4=PROOT F6=ADD CONTACT F7=PREVIOUS CONTACT F8=NEXT CONTACT F9=HISTORY F24=MJRE KEYS ?~\: ~ .~, -' ::> " ~ ~ "J3 ---- ~ SEND ALL WRITTEN REPLIES TO: ARIZONA OFFICE: 64 E. BROADWAY ROAD SUITE 175 TEMPE, AZ 85282 DIANA THEaS - AZ, CO SANDRA TANG - AZ, CA JAMES A. BAlOGH - MN GARY W. BECKER - DC, Fl, IL MN, WI' 'CREDITOR'S RIGHTS SPECIALIST AMERICAN BOARD OF CERTIFICATION CHELSEA A. WHITLEY - MN, WI ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN MARY ELLEN WEEMAN - KS, MN, MO THERSIA O. LEE - MN CHAD J. BOLlNSKE - MN STEVEN M. TOMS - MN MICHAEL L. MCCAIN - MN WILLIAM B. HOPKINS - MN, WI JOHN E. OLCHEFSKE - MN JON M. SUSTARICH - MN JASON R. FOSTER - MN MEAGAN M. PROBST - MN MICHAEL J. DOUGHERlY - MN BALOGH BECKER, LTD. ATTORNEYS AT LAW 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4811 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 866-234-0513 OF COUNSEL: L1TOW LAW OFFICES, P.C. (IOWA) lUSTIG, GLASER & WilSON, P.C. (MASSACHUSETTS) 04/26/04 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: :..__.J t. d .C>. _:::::J :"() :,:-::) -'~ Probate Case o. Social Security 0: Last known reside ce: Our Client: Account Number: Amount of Debt: 21-2003-880 175240091 204 HEARTH RD CAMP HILL, PA 170ll CITICORP CREDIT SERVICES INe. 5183900020179213 $ 1867.28 I 1...A.J I:~j -...J Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1- 866- 234-0513 Cordially, Balogh Becker, Ltd. Attorneys at Law Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 4234 3/2212004 1033129 ~ COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-2003-880 TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. g3532(b)(2). CITICORP CREDIT SERVICES INC. 1) Claimant's name: CIO BALOGH BECKER L TD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 866-234-0513 3) Creditor listed below is the owner and holder of a claim in the amount of $ 1867.28 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: 204 HEARTH RD CAMP Hill, PA 17011 5) 6) ,.r"'" '-' . -" \ o ~ ., ~J . '.>.> (; Date of Death: 08/05/03 ~ 7) That the claim arose prior to the death of the decedent on or about :::;;: I VJ 8) That the claim is secured by :-.\ On behalf of the claimant, I do solemnly declare and affirm under the penalt~ of perjury that they Information and representations made he . are true and correct to the best of my knowledge, information and belief. Dated' .. '*~;Ih (,:~rr.:; .'!", . ,r,\,:,-. _ ,,-~~ Chelsea A. Whitley/Angela M. Horn, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: KATHERINE B STRAUB Name 204 HEARTH RD Add ress CAMP Hill, PA 17011 City/State! ip // " 71 Jt)f. Date noti e mailed v IN RE ESTATE OF: GEORGE 0 STRAUB AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. 3. The Decedent purchased merchandise in the amount of $ 1867.28 account number 5183900020179213 evidenced by 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not ::OGH~LTD One of its attorneys: ~ Chelsea A. Whitley _ Angela M. Horn ~ Michael D. Johnson Mary Ellen Weeman_ Thersia O. Lee Chad J. Bolinske 4150 Olson Memorial Highway, S"fi}tfi200 d Minneapolis, MN 55422-4811 ..+~ ~ ::Il -:~,; '~': -~~ ~... Subscribed and sworn before me I W This ~\q day of Jit(~ \ ,2004. , ",,) -.I ~bl~t ~~,~,>.....~,~",.,(.~~~~ A;~;~~i JOEL f-/1. "\hOLF ~~f"~I~ NOTARY. PUBLiC.: - MINNESOTA ..~t/ HENNEP\!') COiJNTY ... .l'~~ My GommiS$\OF Expire,-, .,Jar, ~~1, 2009 "f"1ll'.,......"'."n~...:...,. "i' \> 1IeI'-_Elt.fI-I'l I!! "II ~o: ".. ~ *' OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COlllMONNEAL TH OF F'EfNN'LVPHA DEPARTMENT OF Rf!\IEtU: DEPT.28OtI01 HMRlSllLRG, PA 17128-OllO1 .. Z .. " .. ~ DECEDENrs NAME (LAST, FIRST, AND MIODLE INITIAL) Straub, George O. DATE OF DEATH (MM-DO-YEAR) OA.TE OF BIRTH (MM-DO-YEAR) -- . ALE NUMBER 21 03 COUNTY CODE YEAR SOCIAL SECURrTY NUMBER 00880 NUMBER 08/25/2003 03/28/1930 175-24-0091 1lIS RETURN MUST BE FILED IN DlJPUCATE IMTH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 180-28-3748 o 3. RamainderRetum (dateOtdeath prior to 12-13-82) - o 5. Federal Estate Tax Return Required o 8. TotatNumberofSafeDepositBoxes 4. limited Estate o - 2_ Supplemental Return o o o 48. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy or Trust) 10. Spousal poverty Credit (date of death between 12-31-91 and 1-H5 " Copyright 2000 fonn _IV only Th. Lackner Group, Inc. (IF A.PPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INIT1AL) Straub, Katherine B. 1. Original Return 6. Decedent Died Testate (Attach copy orWlU) litigation ProceecIs Received ... II lRM NAME (If applIcable) Law Office of Scott M. Dinner ~ e I 717/761-5800 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation. Par1nership or SoIe-Propt ielorshlp 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Properly (Schedule E) 6. Jointly Owned Properly (Schedule F) o Separate Billing Req.-ted 7. Inter-1IIvos Transfers & Miscellaneous Non-Probale Properly (Schedule G or L) B. Total Gross Assets (lOOlI Lines 1-7) 9. Funeral Expenses & Admlnis_ Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 3117 Chestnut Street Camp Hill, PA 17011 (1) Non";:;; ~--~--- ::J - (2) None,i (3) 0;' - -. (4) None, (5) None -----"-"._-'"_. .___n___',____ (6) None;i --~_.~-------------- (7) None c:PFFICIAL~., LY ~ (1< '"'~ 12. Net Value of Estate (LineB minus Line 11) VJ I"T1 U N \0 :::=> \0 (..j W (B) (9) 4,684.79 --.--------.----.--- (10) 98,901.18 13. Charitable and Govemmet ilaI BequeslslSec 9113 Trusts for which an _ to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amoont of Line 14 _It the spousal tax rate. or transfers under Sec. 9116(8)(1.2) !!i " ~ " I s 16.Amoont of Line 14 taxablealllneal rate 17. Amount aI Line 14 taxablelt sibling rate lB. Amount aI Line 14 _ at 00_ rate x .00 x .045 x .12 x .15 19. Tax Due Fonn REV.1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 204 Hearth Road -- CITY I STATE PA I ZIP 17011 Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CredilslPaymenis A. Spousal POIIOrty Credn B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 0.00 3. InterestIPenaIty ~ applicable D. Interest E. penaty TotallnterestIPenalty (0 + E) 4. If Line 2 is greaterlhan Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on "- 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. E_ the interest on the tax due. B. E_ the taaJ of Une 5 + SA. This is the BALANCE DUE. (3) ....___.._..~ (4) 0.00 (5) (SA) (5B) 0.00 0.00 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;........................................................... n ~ ~: ::~~:i=i=~:....~~I~.lI1<l.~~t~..~~~i"""""';::::.::.:::::.:::.... R ~ d. receiYe the promise for life of either payments. benefits or care?................................................................. 0 ~ 2. If death occurred after December 12. 1982, did _nt transfer property within one year of death without receNing adequate consideration?....................................... .......................... ...................................................... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 ~ 4. Did decedeo rt own an IndMdual Retirement Account, annuity. or other non-p_ property which contains a beneficiary designalion?................................................................................................................. 0 ~ 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 10 the besl of my knowledge and belief, it is true, correct and complete. Declaration of pl'8f)8reL~lh.Etr.~.~l]_the personal representative Is based on all informatl.on of which preparer has any knowledge. .~.__._~ SIGNATURE OF ERSON RESPONSIBLE FOR ING RE ADDRESS DATE the e traub ADDRESS 204 Hearth Road CampHill,PA 1701.1.... O(LJq-O~ -1A TE ADDRESS 3117 Chestnut Street Camp Hill, PA 17011 <\1~~lc4- For dales of death on or after July 1. 1994 and before January 1. 1995, the tax _ imposed on the net value of transfens to or for the use of the suNMng spouse is 3% [72 P.S. !i9116 (a) (1.1) (i)]. For dales of death on or after January 1, 1995. the tax rate imposed on the net value of transOO to or lor the use of the suNMng spouse is 0% [72 P.S. !i9116 (a) (1.1) (ii)]. The statute does not """"'Dlatransferto a suNMng spouse from tax. and thesl>ilulory requirements for disclosure of assets and filing a tax return are still applicable even ~ the suNMng spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transOO from a deceased chiid ~ years of age or younger at death to or for the use of a natural parent, an lIdoptiw parent. or a stepparent of the child is 0% [72 P.S. !i9116 (a) (1.2)]. The tax rate imposed on the net value of transOO 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 _ imposed on the net value oftranslens to or for the use of the decedenfs siblings is 12% [72 P.S. !i9116 (a) (1.3)]. A sibling is defined. under Section 9102. as an indMdual who has at least one parent in canmon with the decedent. whether by blood or adoption. *' SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOLE-PROPRIETORSHIP COMMOt.WEAL TH OF P9N5YLVANA Itt-ERITNCE TAX RETI..RN RESIDENT DECEDENr i FILE NUMBER , i 21 - 03 - 00880 ESTATE OF Straub, George O. Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corpo",tion/partnership interest of the decedent. other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-propnetorships. ITEM NUMBER ~~--- 1 .--. 50% general partnership interest in C&S Associates; C&S Associates had no assets. [see copy of Form 1065 - 2002 attached]. VALUE AT DATE OF DEATH 0.00 DESCRIPTION TOTAL (Also enmr on Line 3, Recapitulation) 0.00 /. 1065 u.s. Return of Partnership Income OMS No. 1545-0099 Farm For calendar year 2002, or tax year beginning ..:.-:... _ I 2002, and ending -:--:';;', ~ }:.:', 20~~ . ~(Q)02 D~artmen~ of me Treasury Internal RlWenue Service .. See seoarate instructions. A Principal business activity I Name of partne~ship , .' /:<'-c , A o Employer idenlilication number - Use the ~;%~.c-J, c- ,,~,c"J;{~~?~ 2.-) ,'':: ..f....."';,~,."'~,~?'t..<.'- .,?",s.o,~_ I'''''~ ~~ 'c;.:i -5L.Y'~ IRS . . B PrinCipal product or service label. Numoer, street, and room or suite no. if a P.O. box, see page 14 of the instructions. E Date business started ,f~ ;.:.("~......~~,,, ....... Other- ~_u /k ft /~"',1~1 ~, / /.... ~ wise, ,,?"- 7 e"'/"i! ~ L .--/" /' </'~i' L.-" C Business code number print City or town. stale, and ZIP code , F Total assets {see page 14 of :)-'"z.. <-;/J./C or type. ?'z,,,/ / /~//; ./;{ //0/, the Instructions) $ -~ 1-- ? G Check applicable boxes: (1) 0 Initial return (2) J5J' Final return (3) 0 Name change (4) 0 Address change (5) 0 Amended return H Check accounting method: (1) 0 Cash ' (2) 0 Accrual (3) 0 Other (specify) ........................... I Number of Schedules K41. Attach one for each person who was a partner at any time during the tax year ~ ........ .......... .................... Caution: Include only trade or business income and expenses on lines 1a through 22 below. 'See the instructions for more information. 1 a Gross receipts or sales b Less returns .and allowances. 1a 1b .#*( ~'.c';..../ ~'.-'" .,.., s~; 10 " E o (J .s 2 Cost of goods sold (Schedule A. line 8) 3 Gross profit. Subtract line 2 from line 1 c . 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach schedule). 5 Net farm profit (loss) (attach Schedule F (Form 1040)) 6 Net gain (loss) from Form 4797, Part II, line 18, 2 3 4 5 6 ,j'S C;~.. y .?'t...J 7 Other income (loss) (ettach schedule) . 7 8 Total income (loss). Combine lines 3 through 7 8 ).' 3t5'7~' ~-c . e ~ 9 Salaries and wages (other than to partners) (less employment credits) . ~ 10 Guaranteed payments to partnecs. . .'. ." . -. I.'-:- . . . . .s . . C::c"~...-...::..r.. / ,-~~,..c .7" /~rp~ 'Z-..(e{ Ul 11 -JleJ9alr3 I!FI,;! l'I,aIFlte:;I"lSnCe, . . . . , . . . . . . . . . . . ~ 12 Bad debts, u ~ 13 Rent. .5 14 Taxes and licenses . -= 15 Interest. ." ~ 16a Depreciation (if raquired, attach Form 4562) g, b Less depreciation reported on Schedule A and elsewhere on return 0. 17 Depletion (Do not deduct oil and gas depletion.) .~. - 18 Retirement plans, etc. . OJ c 1 9 Employee benefit programs . o ;: (J ::l -c " C 21 16a 16b /{.. 20 Other deductions (ettach schedule) 20 Total deductions. Add the amounts shown in the far right column for lines 9 through 20 21 22 Ordinary incom Under penalties of 22 I 1'", -, <('j '-'-"". Sign Here ... ;;!'-Lr -2.-::- <:'~5 ,. Date May tile IRS discuS.! ~Ilis relUr~ 'Nltll the Pfflparer shown o.low (HI :nSlructionsl? Dy.. DNo Paid Preparer's Use Only Preparer's Signature Date Preparer's SSN or PTIN ~D Firm's name lor yours . if self-employed). address. and ZIP code EIN ... Phone no. For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11390Z Form 1065 i2002i -IS5 " , .- .' ".,;,. .Q:~ . i-- .~ ., . ~ - E J DEnter part:-ler's percentage of: Profit sharing Loss s,"anng . Ownership of capital IRS Center wht~re partnership filed return: Analysis of partner's capital account; I I SCHEDULE K-1 Partner's Share of Income, Credits, Deductions, etc. (Form 1 065) ~ See separate instructions. C'~1"t"W:I': of II',. i,.us...... ,~r..'''.)i ::;.~.P'lu. Se,'IIef For calendar year 2Ci02 or tu year b'l;in"ing , - . 2002, and 91"ding /) cc:.,.'5./ . 2~ ? Partnerl. identity 09 number" /:7> - 2-r-' [~::'~;: ,-' Partnership's identifying number ~ 2 '::i~ //1::~.!J-' -S-t:;L:S- Partner's name. aCI~reS5, and ,ziP coee Par:nersh,o's na~e ~~':Z's, an~'pp cose ", ,.,. r:-::::: . c"/ ,J ~/~~./7 /" / _ _ /' ---.-l /" ",1:/7 ~___ -, // .::.'~,. -",/~//"c_.... _~C.~~'~' ~ .' ." _ : :.-7 (' ,_.:e><,~ r"~- ~;~.__- - -.' ~7-- r' /./'/ ,,/-.-.- "-~"l /--i", / "- '--. ..d::..' '/ ~/_-",_...;..? ,ct.: /...: _ , ........ .;' -~. "'. "', - /.c,,7 . - ..- _.' .' -. _-' .~... .~__ :;>..._-/7-1 C::::/y___~ .k//-": .;.//";;"-', /7c/r C"';''"'7<J.../i':-// /:,. /.,::::,.// A Tnls cartner IS a CJ general P.J{!:'er G lim-ted ,:lart~er F Partner's sh3re of :iabiJities (see Instructions): C limited Jiabi :ty company memoer I ."Jor.recol..irse S B Whattyoeo(erlityisthlsoar::ner? .. ...................... I Quallf:ednonrecowsefinancj:lg $ C 15 th:s partner a 0 domestIc ,y a C foreign parmer? ! Other S Iii) =na at I j!!<lr G Tax shetter registrat;on n'Jr'l"lber. .... 0/,1 H %1 0/,' .. 'I OMS "10, '5..5.0099 ~@02 (il 3efor~ CI'3I'g~ :lr termlna::oro % Check here if thIs partnership IS a PUOilcfy partj":erShip as defined in section 469{k)(2i traced % ,..., % --" Check applicable boxes: (1) iJ F:nal K-1 12) 0 Amendee K-I (81 Ca~ltal aCCOJnt at beginning ot i I',Jr (b) C.Jpllal :::cntrICule-d <::Lo(l"9 year Ie) Partner's s,,,"are 01 :,r~es 3.4, ana 7, For"" 1065. Schedule M.2 (d] 'Nllt,o.;lrawal:.; and distrlbullons te) :;..p.tal 3ceounl at f"ld ::II year :.comelne ::olu,.,ns 13l thr~uQf'lld)) i -, Ii 1 1 ( i (b) Amount I (e) 1040 filers enter the (a) Distributive share it 11m amOlJnt in column (b) on: , ---,.- Orc,nary income ~om trade or busiress aciivities 1 ( /"'. 2 c.. 33) I 1 1 See page e 01 Par1I"'~(s 1 2 Net incorT:e (ICS~ om rant..\J re:J.1 estote activities. , 2 lns!ruc:,oI"'S ror Scne-Clu!!! K.; I J (F"Qr!'T1 10G~,1 I 3 Net inceme (loss1 from other rental acti'/lhlS . 3 I ~ I 4 Portfolio i...1come (loss): Interest 4a 5oh. 8. Part I, li"e 1 Ui I a .. I b Ordrr.ar{ divIdends 4b Sc!". 8. Part I!. tine 5 ~ 0 Poy.lt,e" 40 -----1 Sch. E. Part I. line 4 = d Net shorHerm :iJoital gain t!OSS) 4d Setl D. i!n~ 5, col. .;~ E 40(1) , 0 . (1) Net long-term capital ga;ri (loss). $ch. D line ,~. C:ol m " 2 28% rate ain (loss; 40(21' Sch. o lir'le 12. COl. igJ " - ( I 9 (3) Quail 'fed 5-year g<!ln f Or~er pcrtfolio Income (less (attar:,'" :!cneol.lJl::i 5 Guarant('ec! payments to partner 6 Net sect el1 1231 ~aln :1055). :otMer tt"L.Jn due to ctlswalty or theft) 7 Otrer ir:('ome (Joss) (at~acf'7 scr.edulei :"ine 5 u''''crk~.~~! 1;1 S~r ~, ~~:1 Law.lncc.me hOUSIng credit: (1) i=rom sQctlon 42U)(5) partnerships (2) Other than on line 12ar) . II' b Qualified rehabilitation expenell'Jre. -ela:eo 'e 'ental ree' estale activites . I 0 Credit. (olher than credits shown on 'in., 12a and 120i '.iateo I to rental real estate activltle~. , d Cree its rl~lated :0 other rent~11 a:tlvlties ! 13 Other crEdits. For Paperwork Reduction Act Notice. se9 Instructions for Form 1065. ~ 41 I 5! 6 I I-?. : 1 8 I ~ 11 !<'}};j 12all)' 12a(2) , ~ "'i.' OIl "",<"" ",i ,,"' 'it,,- 1 s~ paQe 6 of PiUtf1er~ I ~ Instr....c:lon!l for Sc,~ec:uie 1(.: ! J (Form 11,J651 i Er!e';~ 3~plicJbIll :Ir.l.j , '.i~r rc" , I 8 " " ~ 5, 9 CD :;:110 C 111 I 12a 1 e,01oritabie contributions (see instr1Jctions) (attach schedu/ei Sedlon . 79 expense aeduc:ion. Oecucticns related to porttOI:o inccr:;e (attach schedule) . Other dejcct:ons (attach scnec~'feJ . I Sch. A. :ine 1:: or ;'3 I) See oaqes 7 al"o a cl i > Par1.,er's InSlruC!ions!or I J $c:'ledlJle ;(-, '.FoITTl1065) I } Form "as. I",. , 1 !1 ~ See page a )t ?artf'er ~ 'nst:...e!Jons '01 SC~~L;:liiI .(.' ,Form '0651 I i) Schedule K-1 (Form 1065) 2002 ~ '6 = - U Cat 1'.0 ! 139.:R .~ --:;;'-'. / " ;.-~ ,,- c .~ ? '> .) ~- < 5:9 Debts of decedent must be reported on Schedule I. ITEM I NUMBER I A. I FUNERAL EXPENSES: *' COMMONJIoeALTHOf PENoISYLVANA IN-ERITANCETAXRETlRN RmCENT DEOEl>EH' ESTATE OF Straub, George O. B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. SCHBXJLEH FUNERAL EXPENSES & AJ:MtSTRATlVECOSTS L .1 FILE NUMBER ~I - 03 - 00880 DESCRIPTION AMOUNT Social Security Number(s) I EIN Number rl Personal RepresentalMl(s): 2. 3. Street Address City Year(s) Commission paid Attorney's Fees Scott M. Dinner, Esq. Stale _ Zip Family EJcemption: (W decedenrs address is not the same as claimant.s. allach explanation) Claimant Katherine B. Straub Street Address 204 Hearth Road City Camp Hill Relationship rl Claimant to Decedent Stale P A Spouse 17011 Zip 4. Probate Fees Cumberland County Register of Wills 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. 1 Other Administrati\lll Costs estate notices - The Patriot-News/Cumberland Law Journal ~- TOTAL (Also enter on line 9, Recapitulation) 945.00 3,500.00 65.00 174.79 4,684.79 '* SCHEDULE I I DEBTS OF.D ECEDENT. MORTGAGE L LIABILITIES. & LIENS "._,.._._._. . ",._a_,._.._. _ I FILE NUMBER . 21 - 03 . 00880 COMMONNEAlTHOF PE/lNIYLVANA IPfoERlTNCETMRET\.ftN ....._""""'"'" ESTATE OF Straub, George O. Include unreimbureecl medical expenses. ITEM NUMBER I DESCRIPTION Mastercard acct.# 5477 5301 94770011 - Advanta c/o Katherine Gaines [ref# 1235403] - 800.259.6991 2 Citibank USA, N.A. (Sears Roebuck & Co.) - acct. # 5484115831845 [see attached Notice of Claim] 3 Citicorp Credit Services Inc. - acct. # 5183900020179213 [see attached Notice of Claim] 4 Bank One c/o NCO Financial Systems, Inc. - acct. # 4417129376102204 [see attached Notice of Claim] 5 Bank One c/o NCO Financial Systems, Inc. - acct. # 4366150003374165 [see attached Notice of Claim] 6 Bank of America - acct. # 0059000326827 [see attached Notice of Claim] 7 Bank of America, N .A. - acct. # 4319041003178300 [see attached Notice of Claim] 8 Citifinancial c/o Estate Recoveries, Inc. [see attached Statement of Claim] 9 American Express c/o Estate Recoveries, Inc. - acct. # 372817051681002 [see attached Statement of Claim] 10 American Express c/o Estate Recoveries, Inc. - acct. # 371332102831003 [see attached Statement of Claim] )) American Express c/o Estate Recoveries, Inc. - acct. # 378368424652001 [see attached Statement of Claim] 12 Fleet Credit Card Svcs, L.P. c/o Estate Recoveries, Inc. - acct. # 4326835177017926 [see attached Statement of Claim] 13 Chase Bank c/o Omnium Worldwide, Inc. - acet. # 91092858 [see attached Statement of claim] _.~. L--. _....~...__. AMOUNT 15,434.75 459.61 1,867.28 4,754.21 5,602.97 3,063.34 3,851.27 7,593.75 277.85 39,116.56 1,286.68 5,325.92 10,266.99 98,901.18 TOTAL (Also en"', on Une 10, Recapitulation) COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-2003-880 TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b )(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. !i3532(b)(2). CIT/BANK USA, N.A. (SEARS ROEBUCK & CO) 1) Claimant's name: C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 8887629997 3) Creditor listed below is the owner and holder of a claim in the amount of $ 459.61 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 204 HEARTH RD CAMP Hill. PA 17011 6) Date of Death: 08/05/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penaities of perjury that they Information and representations made herein are true and CDrrect to the best Df my knowledge, infDrmation and belief. Dated:/24/a? a --- /' Chelsea A. Jagusch/Angela M. Horn, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: KATHERINE B STRAUB Name 204 HEARTH RD Address CAMP Hill. PA 17011 City /State/z1/. {'l % J Date notice ma~ed COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: Court File No: 21-2003-880 GEORGE 0 STRAUB Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. 93532(b)(2). CITICORP CREDIT SERVICES INC. 1) Claimant's name: C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 866-234-0513 3) Creditor listed below is the owner and holder of a claim in the amount of $ 1867.28 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 204 HEARTH RD CAMP Hill. PA 17011 6) Date of Death: 08/05/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made he . are true and correct to the best of my knowledge, information and belief. '"': r:i:i'~ i::.j1'!Yi Dated: ,~\\fi~ !i!~Ui!! Chelsea A. Whitley/Angela M. Horn, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: KATHERINE B STRAUB Name 204 HEARTH RD Address CAMP Hill. PA 17011 CitY/Statejjf Y'/D<( Date not~e maIled COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-03-0880 TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.SA S3532(b)(2). 1) Claimant's name: BANK ONE c/o NCO Financial Systems, Inc Claimant's address: Probate Department,#450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 Creditor listed below is the owner and holder of a claim in the amount of $4,754.21 The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. 2) 3) 4) 5) 6) 7) Decedenfs address: 204 HEARTH ROAD, CAMP HILL, PA 17011 Date of Death: 08/25/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of pe~ury that they Information and represent . ns made herein are tr nd correct to the best of my knowledge, information an belief. Dated: November 20, 2003 AGENT Claima ,t J96373 Written notice of claim was given to Personal Representative andlor his/her counsel as stated below: KATHERINE B. STRAUB Name 204 HEARTH ROAD,' Address CAMP HILL, PA 170Il City/State/Zip 4417129376102204 Account Number NOVEMBER 20TH,2003 Date notice mailed COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLA/M In Re: The Estate of: GEORGE 0 STRAUB Deceased Court File No: 21-03-0880 TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.SA 93532(b)(2). 1) Claimant's name: 2) Claimanfs address: BANK ONE c/o NeO Financial Systems, Inc Probate Department,#450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 Creditor listed below is the owner and holder of a claim in the amount of $ 5,602.97 3) 4) The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. Decedent's address: 204 HEARTH ROAD, CAMP HILL, PA 17011 5) 6) 7) Date of Death: 08/25/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of pe~ury that they Information and representatio made herein are true correct to the best of my knowledge, information and lief. Dated:November 20, 2003 AGENT Claimant Written notice of claim was given to Personal Representative and/or as stated below: KATHERINE B. STRAUB Name 204 HEARTH ROAD, Address CAMP HILL, PA 17011 City/State/Zip 4366150003374165 Account Number NOVEMBER 20TH,2003 Date notice mailed Bank of America ~ ~ PROBATE COURT Bank of America NC4.10S.0291 PO Box 21991 Greensboro, NC 27420.1991 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND IN THE MATTER OF (GEORGE STRAUB) CASE NUMBER: 21-03-880 DECEDENT'S DATE OF DEATH (IF KNOWN): 8/25/03 DECEDENT'S LAST MAILING ADDRESS: 204 HEARTH RD CAMP HILL. PA 17011 STATEMENT OF CREDITORS CLAIM CREDITOR: BANK OF AMERICA ADDRESS: POBOX 22053 GREENSBORO NC 27420 TELEPHONE: 1-800-451-6362 X 3453 BASIS OF CLAIM: 00519000326827 AMOUNT OF CLAIM:' $3,06334 PER DIEM 1.06 DATE CLAIM WILL BECOME DUE(IF NOT ALREADY DUE):_,20_ DESCRIPTION OF ANY SECURITY AS TO CLAIM: SIGNATURE: r{\)J~.J::,~f\JLLUQQ2 MISTY NEWELL AGENT FOR THE CREDITOR DATE DECEMBER 3, 2003 COPY MAILED TO EXECUTOR OR ADMINISTRATOR OF THE EST ATE NAME KATHERINE STRAUB ADDRESS: 204 HEARTH RD CAMP HILL. PA 17011 USA CO~O WWR#3339592 FORM 93-0.C. DIVISION IN THE COURT OF COMMON PLEAS of CUMBERLAND, REGISTER OF WILLS, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF No. 21-03-880 (~:_~!..t:.~~U Slr~lub Dect.'ased I:or "n II1stallll1enl loan wIth Bank of America, N.A., Account No. 4319041003178300 CLAIM To tb\:.' Clerk ofOrphill1S' Court Division: Index jJnd make proper entry in your official records of the claim of Bank of America. N.A. cu \-Veltmall. Weinben.!. & R.eis Co.. L.P.A.. 323 West Lakeside Avenue. Suite #200. Cleveland. Ohio 441l3-1099 (Claimant) in the amount of $3.851.?7 against the estate of the above named decedent. lhis claim is rilt'd llllllt:r Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code. Tho...' s:.lid decNlenL, \\"ho resided at 204 Hearth Rd Camo Hill PA 17011 , died on 08/25/03 (Address) WnHt'n notice ofrhis claim was given to Katherine 8 Straub & Scott M. Dinner Esq on (Persunal n:pn:sentali\'e, if.lI1Y, or \.:ollllsel) ctJ~ Ikonh Rei Comp Hill, P A 170 II & 3117 Chestnut St Camp Hill P A 170 It Address or Personal Representative, if any, or counsel C\~ t~~~ Veda Flowers, Agent for the Claimant clo Weltman. Weinberg, & Reis Co.. L.P.A. 323 W. Lakeside Ave., Suite200 Cleveland, Ohio 44113 (Claimant's Address) STATE OF PENNSYL VANIA IN THE MATTER OF ESTATE OF: GEORGE 0 STRAUB IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE#: 21/03/880 DATE OF DEATH: 08/25/03 STATEMENT OF CLAIM I. The creditor, Citifmancial, certifies that there is due and owing by GEORGE 0 STRAUB, deceased, the sum of SEVEN THOUSAND FIVE HUNDRED NINETY THREE DOLLARS AND SEVENTY FIVE CENTS ($ 7,593.75). 2. The nature of the claim is a LOAN account 09070312699. 3. The name and address of the claimant is: Citifinancial, Investment Recovery, 11436 Cranhill Dr., Suite H, Owings Mills,MD2117. 4. The name and address of the claimant's agent is: Robin J. Bortner, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on anyone instrument. Said balance has accrued since the account was established. On behalf of Citifmancial, creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and all legal offsets, payments, and credits made known to the affiant have been allowed. Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 ::;ounty of Baltimore, Maryland: [N WITNESS WHEREOF, I hereunto set my hand and Notan, 'al Seal this Ja, nuary 05, ~ / W /iU d" ",,''''lllf1fil't "" SrI"""'" ~,,~:;...'?;~:....,~/ ER . STREHLEIN, Notary Public \1y Commission Expires: August 8, 2004. li;..;p"lAA'e. " ,','c'. f ~J\~ "L-fl \~;:.. PUZ;:..:~;'~:~:'~./ "~~~~/4fORE Cc~~~~,~..':" ~/l""""IIlIl'I\\\\\<' STATE OF PENNSYLVANIA IN THE MATTER OF ESTATE OF: GEORGE STRAUB AlK/A GEORGE O. STRAUB IN THE ORPHAN'S COURY OF CUMBERLAND COUNTY ESTATE #: 21/03/880 DATE OF DEATH: 08/25/03 STATEMENT OF CLAIM l. The creditor, American Express, certifies that there is due and owing by GEORGE STRAUB AlK/A GEORGE O. STRAUB, deceased, the sum of FORTY THOUSAND SIX HUNDRED EIGHTY-ONE DOLLARS AND NINE CENTS ($40,681.09). 2. The nature of the claim is an Gold Card account #372817051681002 with a balance due of $277.85; Optima Card account #371332102831003 with a balance due of $39,116.56; Company Card account #378368424652001 with a balance due of$I,286.68. 3. The name and address of the claimant is: AMERICAN EXPRESS, 200 Vesey Street, New York, New York 10285-3830 4. The name and address of the claimant's agent is: ROBIN J. BORTNER, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. The balances represent an accumulation of charges as posted to the account numbers described above. On behalf of AMERICAN EXPRESS, creditor, I do solemnly declare and affirm under the penalties of peIjwy that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inqu' d examination, and I believe the claim is just and all legal offsets, payments, and credits made known 0 e affiant been allo ed. .-G J. BOR R Estate Recoveries, Inc. P. O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 Commission Expires: August 8, 2004 ,~\::~' ;1U.It", :" . -9.,4;:;.'/,,. """~'-;. '?y... <"'....:\. I .,"(\~':::. .'<1, ...~~ , .. .. ::: \~;~:~~" ~_.,C"1tJ ~ <'J.;:,-, ,_ ~ .,h' _'~' ...~ """I,>r{-= ;,;:..,~~\\\...,.." ll'IIIIUlll\.i\\\" STATE OF PENNSYL VANIA IN THE MATTER OF ESTATE OF: GEORGE STRAUB, SR. AJKJA GEORGE O. STRAUB IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE#: 21-03-880 DATE OF DEATH: 08/25/03 STATEMENT OF CLAIM 1. The creditor, Fleet Credit Card Services, L.P., certifies that there is due and owing by GEORGE STRAUB, SR., deceased, the sum of FIVE THOUSAND THREE HUNDRED TWENTY FIVE DOLLARS AND NINETY TWO CENTS ($ 5,325.92). 2. The nature of the claim is a VISA account 4326835177017926, which was established in 11124/95 . 3. The name and address of the claimant is: Fleet Credit Card Services, L.P., 550 Blair Mill Road, Horsham, Pennsylvania 19044. 4. The name and address of the claimant's agent is: Robin J. Bortner, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on anyone instrument. Said balance has accrued since the account was established. On behalf of Fleet Credit Card Services, L.P., creditor, I do solemnly declare and affirm under the penalties of peIjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and legal offsets, payments, and credits made known to the affiant have been allowed. /0 ROBIN J. BOR Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this January 06, 2004. """'''''''''''' \ 1 J..,t d it k. ,,'''\\\~t:.R L. S ;:"111 ,$"" ~'f;: ....o.~... ~~";... JE ~(ff...., ~OIAl?~..'~ g"'Sl . \~\ \1y Commission Expires: August8,2004. g :........0. \Z~ ~cp\ ~'! E ~~\ / ff ~ ~ .<~U5UG eO~ ~9.{i ~..<I:?o ..~...~~~~...,..!~"~: I,..",. 'lY12 CQ'J"~ \ :.~/' 'J'1"'111P'11l11\\~'\\\' FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION INRE: ESTATE OF } } } } } } No. 2003-00880 of 2003 GEORGE 0 STRAUB (Deceased) CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of OMNIUM FINANCIAL RECEIVABLE SERVICES for CHASE BANK (Claimant), account # 5491040210299856, in the amount of $10,266.99 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 204 HEARTH RD, CAMP HILL, PA 17011-8454, died on August 25,2003. Written notice of this claim was given to SCOTT DINNER, 3117 CHESTNUT, CAMP HILL, PA 17011 (Personal representative, if any, or counsel). March 22 , 2004 (Clai OMNIUM FINANCIAL EIV ABLE SERVICES 7I7I MERCYRD,SUITE400 PO BOX 6618 OMAHA, NE 68106 800-999-3778 (Claimant's Address) u > \1 . _".!-: L. I~~ J . ..\ ,1."" "':~ )....: ."" \, , j . ,b~;/ G> ~\~, I >.;1'~~., 'l~")E'" 1\ 'S; ),(. .".. .. fD' ,h~,.. ':-.J . I:. '~\ .f"/J" 7.....,~ \ :.... :'.""" >Jf ......., . ", ...).................... ."' J'/!.-f6 Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00880 PA No. 21-03-0880 ESTATE OF STRAUB GEORGE 0 lLAbl, tlKbl, MIUUL~) Late of LOWER ALLEN TOWNSHIP LUMbbKLANU CUUN1Y/ WHEREAS, on the Deceased Social Security No. 175-24-0091 27th day of October 2003 an instrument dated April 7th 1989 was admitted to probate as the last will of STRAUB GEORGE 0 (LAbl, tlKbl, MIUUL~) late of LOWER ALLEN TOWNSHIP CUMBERLAND County, who died on the 25th day of Auqust 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to STRAUB KATHERINE B who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 27th day of October 2003. ~mi\O ~rYl0*A.,~~j,J1:J-^~ D)f~QIl ~i ,0,0.< J.) eg1 e 'a 1 s f U **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) ..-~. ,,--. ;l.l~ 03 - ~~O !lli!1 OF GEORGE O. STRAUB I, George O. Straub, of 204 Hearth Road, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. 1. I bequeath and devise all of my property of whatever na- ture and wherever situated, to my wife Katherine B. Straub, if she survives me. If my wife does not survive me, I bequeath and devise all of my property equally to my children, George o. Straub, Jr. and Amy K. Huck, per capita. 2. If any legatee or devisee under this will shall die within thirty (30) days after my death, he or she shall be deeme~ to have predeceased me for all purposes under this will. 3. I grant to the fiduciaries named herein and their suc- cessor or successors, the following powers in addition to and not in limitation of such powers as they may hold by law: (a) stocks, real or may not statute to give To invest any funds of my estate in any bonds, notes or other securities of property, personal, notwithstanding that such investments be of the character allowed to fiduciaries by or general rules of law, it being my intention them the broadest investment powers possible. (b) To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate, for cash or upon credit, in such manner and on such terms and conditions as they may deem best, and no persons dealing with them shall be bound to see to the application of any moneys paid. (c) To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by my estate. -1..4,;.... m. Gw"t ~~Mhlk~~~-.- , /? ( / /' Z..- - /' ....... ~. "7. /.7 ~~.....Y... c/~. ',.. .." --==-- ) 1 (d) To for any other my estate. (e) To distribute in cash or in kind, upon any division or distribution of my estate. borrow money for the payment of taxes or proper purposes in the administration of (f) In general, to exercise all powers in the management of my estate which any individual could ex- ercise in the management of similar property owned in his own right, upon such terms and conditions as to them may seem best, and to execute and deliver all in- struments and to do all acts which they deem necessary or proper to carry out the purposes of this my will. 4. I direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, whether or not with regard to property passing under this will, of what- soever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and passing under this will shall be free and clear thereof. 5. I direct that all bequests, legacies and devises and all . shares and interests in my estate shall not be subject to attachment, levy, execution or sequestration for any debt, contract, obligation or liability of any legatee, beneficiary or devisee. 6. I appoint as the executrix of my estate my wife, Katherine B. Straub. If she predeceases me or is physically un- able to serve, I appoint as co-executors of my estate, my son, George O. Straub, Jr. and my daughter, Amy K. Huck. No in- dividual fiduciary named herein shall be required to furnish bond or other security for the proper performance of his or her duties hereunder. ,4,,-~. 111. a..d ~:~~ClU~ '. L' /___//-7~~ .) ..' ./~:~f:;;Z;:;?" ~~"~~) Cc::: = 2 7. I request that any fiduciary named herein waive any right to receive a fee for services rendered in the performance of his obligations hereunder; provided however, that he shall be reimbursed for actual and reasonable expenses, including account- ing service~ and the furnishing of room and board, incurred in the performance of his duties. 8. The masculine gender shall be deemed to include the feminine gender where the context so requires, and the Singular shall be deemed to include the plural where the context so requires. IN WITNESS WHEREOF, I the said George O. Straub, herewith set my hand and seal to this my last will, typewritten on three (3) sheets of paper including the attestation clause and signa- /2 //" /7~~' ___ .., 198~ ----"/~( J'i --~ - // ~ :'" ~ --" /' ;- -- ..--~ ,:: :::7~~ ~>?-_.--:~_.~ _6-c-. "7 day of tures of witnesses, this On the -7 ~ day of ,9.h~':/ . 19f1, George o. Straub declared to us, the undersigned, that the foregoing instrument was his last will and he requested us to act as witnesses to the in our presence, we being present at the same time. same and to his signature thereon. He thereupon signed said will hereby subscribe our names as witnesses. his request, in his presence, and in the presence of each of us, We now, at declares that he believes this testator to be of sound mind and Each of us further memory. .,{,J..~,,?t!" r,;,....<: residing at c;,~p \.1;11, PA ,~ ~-~esiding at c~~;' 11.-1/. /A at Grf[~M 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX ZII0601 HARRISBU~G, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-15~7 EX AFP 109-0~l SCOTT M DINNER SCOTT M DINNER LAW OFC C5 311~HESTNU1fST LU ~AMI~..:.IHLL .-. PA 17011 c..,2:;;': - 3d (".I..- --- :c L'-OU MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Cs 2~) <t ~C:>~1 REGISTER OF WILLS E2 [Ii ~ ffi~:;2 CUMBERLAND CO COURT HOUSE ~ t~Q u d~fr! CARLISLE, PA 17013 ~~-ii~~E~~~P-~~iY-~-iCE~-~~~{~H~i~~~N~i~~*~~A~~~AY~~~-E~~~~~~~-OWA~-OR----------------- ~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STRAUB GEORGE 0 FILE NO. 21 03-0880 ACN 101 DATE 12-20-2004 TAX RETURN WAS: ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-20-2004 STRAUB 08-25-2003 21 03-0880 CUMBERLAND 101 GEORGE o Allount Rellitted RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets . 00 NOTE: To insure proper .00 credit to your account, . 00 sublli t the upper portion . 00 of this forll with your . 0 0 tax paYllent. .00 .00 (8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 1,184.79 98.901.18 (11) (12) (13) (14) 100.085 97 100,085.97- .00 100,085.97- I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 (15) (16) (17) (18) -. (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~"- REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER George O. Straub REVIEWED BY ACN 2103-0880 101 ANITA MCCULLY ITEM SCHEDULE NO. H B-3 EXPLANATION OF CHANGES The claim for family exemption cannot be made against non-probate assets as the exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code. ROW Page 1 Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: George O. Straub Date of Death: 08/25/2003 Estate No.: 2003-00880 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes JX] No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ag b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes JKl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~!)~ Si~e - Date: JUL Z 9 Z005 .: SCCFNM. VJS'f?{'E$.. ':l:SQUJl$ Name 3117 Clieswut Street Camp J{i[~ p.q 17011 (.) C-,.; Address (717) 761 5800 Telephone No. Capacity: 0 Personal Representative llil Counsel for personal representative uX Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2005 DINNER SCOTT M ESQ 3117 CHESTNUT STREET CAMP HILL, PA 17011 RE: Estate of STRAUB GEORGE 0 File Number: 2003-00880 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July I, 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: 8/25/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ,Jg~~_ L~'< I (&~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uX