HomeMy WebLinkAbout06-23-09IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA ~
ORPHANS' COURT DIVISION ~. ~ ~ ~ '
NO. 21-08-1233 ~ r ~ -T
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ESTATE OF GEORGIANA K. KRAMER cam ~ ~ ~. ` t--
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PETITION UNDER SECTION 3102 ~,~ :r? `i
OF THE PROBATE, ESTATES AND FIDUCIARIES ~ ~ ~ J
CODE FOR THE SETTLEMENT OF A SMALL ESTATE .,~
TO THE HONORABLE JUDGES OF SAID COURT:
1. Your Petitioner, Robert L. O'Brien, 19 West South Street, Carlisle, Pennsylvania,
17013, is an adult individual and represents the County MHMR program. Georgianna K.
Kramer, deceased September 9, 2008, was a client of the MHMR program. She is survived by
her son Brandon Kramer, 6591 Carlisle Pike, Mechanicsburg, PA.
2. The Decedent, GEORGIANA K. KRAMER, was born October 7, 1958 and was
49 years of age at the time of her death. Her residence was in a nursing home arranged as a
placement pursuant to her receiving services from the MHMR program. She was single at the
time of her death.
3. Her sole heir at law is her son, Brandon Kramer. Ms. Kramer received Social
security, Medical Assistance and Medicare. She has no outstanding medical bills. Her costs at
the nursing home have been paid and your Petitioner has no knowledge of any other medical
bills.
4. At the time of her death, Ms. Kramer had a bank account with M&T Bank, which
constituted her entire estate. An inheritance tax return has been filed and approved and is
attached hereto.
5. Decedent had no interest in real property at the time of her death.
6. The Decedent's sole assets are as follows:
A. M&T account with a balance of $1.403.88
7. The Petitioner reports that Ms. Kramer had prepaid arrangements for her funeral
expenses.
8. Your Petitioner believes that all creditors of the Decedent have been paid. It is
requested that the remaining assets of the Decedent be turned over to the Petitioner to pay the
administration expenses: Register of Wills $45.00, Pennsylvania Inheritance Taxes $31.65 and
attorney fees $650.00; with the balance to be distributed to Brandon Kramer.
WHEREFORE, Your Petitioner prays that an Order be made authorizing distribution of
the accounts as set forth in the foregoing to Petitioner for him to apply against the administration
expenses with balance to be paid to Brandon Kramer.
O'BRIEN, BARK AND SCHERER
BY:
Robert L. O'Brien, Esquire
ID# 28351
19 West South Street
Carlisle, PA 17103
(717) 249-6873
Attorney and Petitioner
VERIFICATION
I verify that the statements made in the foregoing Petition are true and correct. I
understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section
4904 relating to unsworn falsification to authorities.
Robert L. O'Brien
Date: G ~ 23) a~
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~i N0. .. -` ACObUNT TYPE : STATEMENT P~RxAD:; ~:::?':::: PACE
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951199692 M8T CLASSIC CHECKING NlINTEREST AUG.29-SEP.26,2008 1 OF 1
DO 0 04319M NM 017
43539
GEORGIANNA K KRAMER
CUMBERLAND 8 PERRY COUNTIES MHMR
16 W HIGH ST STE 301
CARLISLE PA 17013-2419
INTEREST EARNED FOR STATEMENT PERIOD 0.05
INTEREST PAID YEAR TO DATE 0.53
AP`r`f711A1T CIIMMADV
HIGH STREET-CARLISLE
..;:.:.: ,.:::::::::
::...:: BEGINNI.N[~.::::: ,,,::
:;: ;:s<:<BI~LANCE ~>s;::.:;<: :.,::..::.:•:DEPOS • :5;;6;:<:;:;:::;;
.:.::....,:......
:;<::o-OTFHER,:ADDITIONS::.;:::: ;:;:::;::;;:;::;• :::::.:..::..:....;....,:.:.;
>:~;;;::.;<•<CHECKS~:PA~D:.:•::::. ::~;•:.::.:.,,,::.~T<F.HER...>:::::::::::_;:;
..,...:::'SUB'[RACTIONS~:::;::;»< ;::;:G~1R..ENF:;:;<;
:<~NTER~S'f:•PD <::;:;::::•. •.:..:..:....:~:. ~.~.
.:.:~,~:BAL~AN E>:;a:;;:
N0. AMOUNT N0. AMOUNT N0. AMOUNT
1,403.35 0 0.00 0 0.00 0 0.00 0.06 1,403.41
ACCOUNT ACTIVITY
:.. .::, :.,, ::::::::.::::.::::::::::::...::.:::::<:;;;;:;......:.,..::.:...:.. ~...:.:,:.:.:...~.::.: D .'.,.5.~:...:: EKES:.:::::::>;:~HE~KS. _B..OT
.:; .... >::: ::: :: ,: ,....:.::• .:::. ........ ~ :::>:;:_:;:>:<::~:::::::;:<:: ~ :< . R:s~-~b~"t~ows: ;«;::;sUBTRAC~~oNS.:.;:.:.::.:.:....;:::BALAwc~...;..:....::...
:•::DA1~;<,:;:;::;;,;:<:;:<~:;•>;;;:;>;::::;>1'I~ANSACTION••b~SCR~~!tION.. ......_ .. .8 O'fNL
08-29-08 BEGINNING BALANCE 51,403.35
09-26-08 INTEREST PAYMENT 0.06 1,403.41
ENDING BALANCE 51,403.41
ANNUAL PERCENTAGE YIELD EARNED = 0.04 % O~ ~~ 3
~~~
GOOD NEMS! EFFECTIVE SEPTEMBER 12, 2008, IF YOU DEPOSIT CHECKS WITH ROUTING
NUMBERS STARTING KITH 0110, 0111, 0112, 0113, 0114, 0115, 0116, 0117, 0118,
0119, 0211, 2110, 2111, 2112, 2113, 2114, 2115, 2116, 2117, 2118, 2119 OR 2211,
FUNDS FROM THOSE DEPOSITS MILL BE AVAILABLE FOR MITHDRAMAL SOONER. FUNDS FROM
THESE CHECKS MILL NOW BE AVAILABLE ON THE SECOND BUSINESS DAY AFTER THE DAY OF
YOUR DEPOSIT.
- -_
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~oosn ~sro~~ ~ . -~ u i~ ~ t
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;;i''~ $S ME•Alxt ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OF. ~DEbUCT~.I•QNS WAND ASSESSMENT OF TAX
Po Bax zsosal
NARRISBURC PA 17128-0601 '_~,`,'j~ i ;y '•;
2009 APR 24 PM !2~ I I
CL~Rf~ GF
ROBERT L OBRIEN ESQ ORPHQ:U'S COURT
DBRIEN ETAL CUh~''- :.. - ''~~~ '~•'~ PA
19 W SOUTH ST
CARLISLE PA 17013
REV-1547 EX AFP (O1-09)
DATE 04-20-2009
ESTATE OF KRAMER GEORGIANN K
DATE OF DEATH 09-09-2008.
FILE NUMBER 21 08-1233
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-19-2009
(See reverse side usRder ~bjeciioss)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~--~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP COl-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRAMER GEORGIANN K FILE N0. 21 08-1233 ACN 101 DATE 04-20-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) ..OD NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your aceo~nt,
3. Closely Heid Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
bf this form with your
4. Mortgages/Notes Receivable CSchedulo D) C4) .00 tax payment..
5. Cash/Hank Deposits/Misc. Personsl Property (Schedule E] C5) 1.403.41
6. Jointly Owned Property CSehodulo F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total a:a.ts Ce? 1,403.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. EXp MseS (Schedule H)
(9) 70D.00
10. Debts/Mortgage Liabilities/Lions CSehadula I) C1D) .00
11. Total Deductions (11) : 700. nn
12. Net Yalue of Tax Return C12) 703.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Nat Value of Estate Subject to Tax C14) ~ 703.41
NOTES If an assesswent was issued pregiously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL ret urns assessed to date:
ASSESSMENT OF TAX:
15. Amount of Lino 14 at Svousal rate (lg) .00 X 00 , .00
16. Amount of Lin• 14 taxable at Lineal/Class A rate (Lb) 703.41 g 045 ~ 31.6'5.x'
17. Amount of Lin• 14 at Sibling rate (17) .00 X 12 ~ .00
1B. Amount of Lin• 14 taxable at Collateral/Class B rate C18) .00 X 15 , .00
19. Principal Tsx Duo (lg)• 31.65
TAX CRFI)TTC.
DATE
NUMBER +
INTEREST/PEN PAID C-) AMOUNT PAID
12-10-2008 CD010623 .00 31.65
TOTAL TAX CREDIT 31.65
BALANCE OF TAX DUE .00:
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN i1. N0 PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)r YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIGNS.~)