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.)
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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
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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,
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,.
, ~,
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]
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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'~~
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DATE SIGNED (Month, Day Year)
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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.
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(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.
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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---. "
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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
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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
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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, ~
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. 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 .
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Commission Expires: August 8, 2004
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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.
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FORM 93 - O. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE: ESTATE
OF
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No. 2003-00880 of 2003
GEORGE 0 STRAUB
(Deceased)
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CLAIM
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To the Clerk of Orphans court Division:
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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)
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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
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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:
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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
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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
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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)
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Date of Death:
08/05/03
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7) That the claim arose prior to the death of the decedent on or about :::;;:
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8) That the claim is secured by
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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.:; .'!",
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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 ..+~ ~
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Subscribed and sworn before me
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This ~\q
day of Jit(~ \
,2004.
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A;~;~~i JOEL f-/1. "\hOLF
~~f"~I~ NOTARY. PUBLiC.: - MINNESOTA
..~t/ HENNEP\!') COiJNTY
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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
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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
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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
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12. Net Value of Estate (LineB minus Line 11)
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(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)
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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_....
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........ .;' -~. "'. "', - /.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
.~ --:;;'-'.
/
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;.-~ ,,-
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~-
<
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"
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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
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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.
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FORM 93 - O. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
INRE: ESTATE
OF
}
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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)
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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)
..-~.
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;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.
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(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.
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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-
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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.
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residing at
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at
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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
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