HomeMy WebLinkAbout02-06-1315056101175
REV-1500~`t°'-"'fri' ~
OFFICIAL USE ONLY
PA De artment of Revenue Pennsylvania
P ,,.„,„,„. .,.,,., County Code Year File Numher
Bureau of IndivlduatTaxes „INHERITANCE TAX RETURN I ' ~ y
Po Box zl3o6oi RESIDENT DECEDENT ~ ~
Hamisburq, PA t7tz8-o6ot
ENTER DECEDENT INFORMATION BtLVw
Social Security Numher Date of Death
2/09/2012
Decedent's Las[ Name
KRUGER
(Ifi Applicahle) Enter Surviving Spouse's Information Below
Soouse's Last Name
MMDDYYYY Date of Birth MMDDYYYY
12/07/1921
Su(fx Decedents First Name MI
LEONA M
Suffz Spouse's Firs[ Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of DeaM
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-821
t~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust U 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Tmst.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Dale of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-951 IAttach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAx INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
C
JANE M. ALEXANDER C w
~
rn
r REGIS ILLS U$~ONLY~ (
~
Firs[ Line of Address
148 S. BALTIMORE ST.
Second Line of Address
City or Pos[ Offce
DILLSBURG
Correspondent's a-mail address:
Untler penalties of perjury, I deGare that I have examinetl this return, including
it is true, correct and complete. Dadaration of praparer other Man the person
SIGNATURE dF PERSON RESPONSIBbE FOR FILIt~GRET~N ,
1_48 S~~I.TIMORE STREET, ~ILLSBURG, PA 17019
tlc~U~OF PREPARER OTHER THAN REPRESENTATIVE
DATE
PLEASE USE ORIGINAL FORM ONLY
State ZIP Code
PA 17019
~ n Tr'. CO ~n
ti ~
OS '~1
~
'
O C ~ ~ ~
n ~x.~ r ~r art r- ^
;hedules and statements, and to the bast W my knowledge and belief,
is based on all infonnatlon of which preparer has any knowledge._
Side 1
1505610105 1505610105
15U561U205
REV-1500 EX (FI)
oecedenYS Name. LEONA M. KRUGER
Decedent's Social Security Number
1
tate (SChedufe A) ........................................... .. t.
2. Stocks and Bonds (Schedule B) _ ................................... .. 2. 11,409.20
3. Closely Held Corporation, Partnership or Sole-Proprietorship fSchedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Procerty ISChedule E).... ... 6. 35,247.56
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6.
'. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
7
82
402
23
(Schedule G) O Separate Billing Requested..... .
... ,
.
8. Total Gross Assets Itotal Lines 1 throuoh 71 .......................... ... 8. 129,0$8.99
9. Funeral Expenses and Administrative Costs (Schedule HI ................ ... 9. 13,894.61
~0. Debts of Decedent. Mortgage Liabilities and Liens (Schedule I)... _ ....... ... 10. 6,061.45
11. Total Deductions (total Lines 9 and 10) .............. . ............... ... 11. 19,956.06
12. Net Value of Estate (Line 8 minus Line 111 ..................... ..... ... 12. 109,102.93
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule Jl ..................... ... 13.
ia. Net Value Subject to Tax (Line 12 minus Line 13) .................... ... 14. 109,102.93
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
i5. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
?6. Amount of Line 14 taxable
at lineal rate X .0 45 109,102.93
is. 4,909.63
?7. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
a[ collateral rate X.i6 t8-
+9. TAX DUE .... , 1 g. 4,909.63
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~
Side 2
155610205 15U561U2U5
-.. rvlU Y iFi~ Poe 3
lecedent's Complete Address:
Flle Number
LEONA M. KRUGER
_.
STREET ADpRE55
810 OAK OVAL
_.. _ _ --
clrv _ _ sraTE zIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
~. CreditslPayments
A. Prior Pavments 4,69348
B. Discount 257.55
3. Interest
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1 j 4,909.63
Total Credits (A+ B) (2)
(3)
(4)
5.151.03
(5)
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,. Did decedent make a transfer and: Yes No
a. retain the use or income of the oroperty transfened .............__................................................................._ ...... ^
h. retain the right to designate who shall use the property transfened or its income ...................................... ...... ^
c. reminareversionary interest.._ ........................._................_...,............_........._..................._..,.._.....,._..,.. ...... ^
d. receive the promise for life of either payments, benefits or care? ...._ .............._...............................,........,. .. _.. ^
2. If death occurred after Dec. 12. 1982, did decedent transfer property within one year of death
without receiving adequate consideralion? ......................._.......................................................................,....... ...... ^
3. Did decedent own an "in Uust for" or payable-upon-death bank account or security a[ his or her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity or other non-probate propedy, which
wntains a beneficiary designation? .................................................................................................................. ...... ~ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE iT AS PART OF THE RETURN.
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent (72 P.S. §9116 (a) (1.1) (iJ].
For dates of death on or after Jan. i, 1995, tha tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in [72 P.S. §91t6(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3)J. Asibling is defined,
under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
2E0.i5o3 EX+ U-vv)
~ i~ pennsylvania SCHEDULE B
~' oeaaarncn. or aEVervuc
INHERITANCE TAX RETURN
STOCKS & BONDS
AESIDENi DECEDENT
ESTATE OF FILE NUMBER
LEONA M. KRUGER 2112-0214
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
UNITED STATES SAVINGS BOND SERIES EE N0. M59871381 EE 1,037.20
2 UNITED STATES SAVINGS BOND SERIES EE N0. M59871386EE 1,037.20
3 UNITED STATES SAVINGS BOND SERIES EE N0. M59871383EE 1,037.20
4 UNITED STATES SAVINGS BOND SERIES EE NO. M59871382EE 1,037.20
5 UNITED STATES SAVINGS BOND SERIES EE NO. M59871379EE 1,037.20
6 UNITED STATES SAVINGS BOND SERIES EE N0. M59871384EE 1,037.20
7 UNITED STATES SAVINGS BOND SERIES EE N0. M59871385EE 1,037.20
g UNITED STATES SAVINGS BOND SERIES EE N0. M59871380EE 1,037.20
g UNITED STATES SAVINGS BOND SERIES EE N0. M59871376EE 1,037.20
10 UNITED STATES SAVINGS BOND SERIES EE N0. M59871377EE 1,037.20
11 UNITED STATES SAVINGS BOND SERIES EE N0. M59871378EE 1,037.20
TOTAL (Also enter on Line 2, Recapitulation) Ij 11,409.20
If more space is needed, insert additional sheets of the same size
-_Sv~5 Ek+ ~ 11-vol
°~ Pennsylvania
DEGpRTMENT OF FEVEN UE
4MHEWTRNCE TAX RETURN
0.E9DENT DECEDENT
ESTATE OF:
LEONA M. KRUGER
FILE NUMBER:
2112-0214
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
1. PNC BANK- checking axount no. 5111691951
7,154.50
2, PNC BANK-savings acwunt no. 5005565193 5,009.13
3, JEWELRY-APPRAISED BYYVONNELAUKEMANN 721.00
4, MONEY FROM DECEDENTS POCKETBOOK 248.50
5, NORTHERN TRUST -RETIREMENT BENEFITS 327.70
g. ITEMS OF PERSONALTY SOLD MARCH 14, 2012 839.25
7, MONEY FOUND IN FIREPROOF SAFE 1,000.00
g. CASH FOUND AROUND THE HOUSE 143.00
g. MESSIAH -REFUND FOR APARTMENT 16,700.00
10. STATE FARM FIRE AND CASUALTY COMPANY -POLICY NO.38-55-3425-0-PREMIUM REFUND 24.48
11. ITEMS OF PERSONALTY TAKEN IN KIND BY MICHELE M. STERNER -APPRAISED BY LITTLE 3,080.00
IKE EICHELBERGER
. TOTAL (Also enter on Line 5, Recapitulation) $ I 35,247.56
If more space is needed, use additional sheets of paper of the same size.
,!, I
ji pennsylvania SCHEDULE G
`„~` DEPARTMENT Of XEVENDE ~ INTER-VIVOS TRANSFERS AND
wNERITANCE TAx RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
LEONA M. KRUGER 2112-0214
This schedule must be completed and filed if the answer to any of questions I tBrough 4 on page three of the REV-1500 is yes.
i
ITEM
NUMBER DESCRIPTION OF PROPERTY
!rvauDE rXE wM1E OF IHE TR,wsfEREE, rHELR RELnnawsww ro DECEOEnr AND
TXF DATE Of TRANSFER. ATiACHACOFY Of rHE DEED FO0.REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
°Jo DF DECD~S
INTEREST
EXCLUSION
IIF APPLICABLE)
TAXABLE
VALUE
I, Ameripriseaccountno.010137400452002 81,246.41 100 81,24641
Beneficiaries: Michele M. Sterner, granddaughter, and Craig A. Basehore, II,
grandson, 50°h each, October 2012
Ameripdseaccountno.011381431367002 1
155
82 100 1,155.82
2 Beneficiaries: Michele M. Sterner, granddaughter, and Craig A. Basehore, II, ,
.
grandson, 60% each, October 2012
TOTAL (Also enter on Line 7, Recapitulation) # I 82,402.23
If more space is needed, use additional sheets of paper of the same size.
1
;il pennsytvania i SCHEDULE H '
Cpl DE'^uT"E"r °F ne~E"~E FUNERAL EXPENSES AND
;NMER~TANCE TAX RETDRN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LEONA M. KRUGER 2112-0214
Decedent's debts must be reported on Schedule I.
!TEM AMOUNT
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
' MALPEZZI FUNERAL HOME- FUNERAL EXPENSE 3,270.11
e. ADMINISTRATNE COSTS: '
.. Personal Representative Commissions: 3,800.00
Name(s) oFPersonal Representative(s) JANE M ALEXANDER _.. __ _.
Street Address _148 S. BALTIMORE STREET. _ _ _ __
oty DILLSBURG state PA_ z7P 17019
{ Year(s) Commission Paid: 2013 _ _ __ __ __ _. _ __ ._. _._...
6,200.00
2. Attorney Fees:
3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant NONE ___. _. _. _...
Street Address _.. _. __.. __-...._ ____.
State ___. ZIP __..
Gty _.___.. _ _.__ __-__.. _. _.
Relationship of Claimant to Decedent _____________ _._____ _- __ -_____..- _._-.--___
265.50
4. Probate Fees:
200.00
5. Accountant Fees:
6. Tax Return Preparer fees:
~ REGISTER OFWILLS- 2-SHORT CERTIFICATES 14.00
a. RESERVED FOR FILING INHERITANCE TAX RETURN AND INVENTORY 20.00
s. RESERVED FOR FILING RELEASE 15.00
~ o. MILLARD E. SMITH-WETNESS FEE 25.00
t i. NARUMOL ALEXANDER- WITNESS FEE 25.00
tz. NOTARY FEES
60.00
TOTAL (Also enter on Line 9, RecaDitulationJ # 13,894.61
IF mare space is needed, use additional sheets of paper of the same size
1~i pennsylvania SCHEDULE I
~ DEPAa*NE~r ~r FE"ENI~E DEBTS OF DECEDENT,
~NnEalrnNCE rnx RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LEONA M. KRUGER 2112-0214
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 MESSIAH VILLAGE HOME CARE, LLC -expense of last illness 1,229.38
2. MESSIAH VILLAGE - debt of decedent 3,899.91
3. VERIZON - phone service -debt of decedent 78.82
4. PPL ELECTRIC UTILITIES CORP - debt of decedent 55.04
5. STATE FARM INSURANCE -car insurance - debt of decedent 20.46
6. SPRING HOUSE ANTIQUES -appraisal tee on jewelry 180.00
7. "IKE" EICHELBERGER-appraisal fee on items of personally 50.00
8. MESSIAH LIFEWAYS -debt of decedent 547.74
TOTAL (Also enter on Line 10, Recapitulation) I $ 6,061.45
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (p L-7 D)
j:l Pennsylvania
fi7 NEPr1RTMENT OF REVENt1E
INHERRANCE TA% REIURN
RESIDENT DECEDENT
SCHEDULE ]
BENEFICIARIES
ESTATE OF: FILE NUMBER:
LEONA M. KRUGER 2112-0214
REIATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal dlstrtbutions and transfers under
Seu 9116 (a) (1.2).}
1. SHELBY GRACE TUCKEY Great-Granddaughter 2,000.00
18 THOMAS DRIVE, EAST BERLIN, PA 17316
2. CRAIG A. BASEHORE, II Grandson 50°h
155 FARM VALLEY ROAD, WELLSVILLE, PA 17365
3. MICHELE M. STERNER Granddaughter 50%
18 THOMAS DRIVE, EAST BERLIN, PA 17316
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE,
NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUIIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT 7AXEN:
1. N/A
B. CHARTfABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
N/A
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, use additional sheets of paper of the same size.
t~~~ zit ~e~~~zz~ten#
®f
eons fUl. Kruger
i, Leona M. Kruger, of the Township of Upper Alleq County of Cumberland and
Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do hereby publish
and declare this to be my Last Will and Testamwt, hereby revoking and declaring null and void any
and all Wills and Codicils heretofore writtw by me.
ITEM I. I direct that all my just debts and funeral expenses be paid as soon after my
demise as may be wnveniwt to the proper administration of my estate. As a part of my funeral
expenses, I instruct my hereinafter named Executrix/Executors to have Gregorian Masses said forme
at my church in Hollidaysburg, Pennsylvania.
11TH II. I order and direct my hereinafter named ExecutrixfF.xecutors to convert my
entire estate into cash at either public ox private sale, whomever in herlhis/their discretion it maybe
most expediwt for the propera~r^i„iatra+;on of my estate. In the evert of such conversioq I authorize
my said Executrix/Executots to execute a good and sufficiwt Warranty Deed to the purchaser of any
real estate of which I may die seized, in the same manner and capacity as I could if living.
ITEM III. I direct that all inheritance and estate taxes be paid on the proceeds of the above
conversion and on all the rest residue and remainder of my estate from the residue of my estate prior to
further distribution.
11TH N. I thw direct my hereinafter named Executrix/Exewtors to distribute all the rest,
residue and remainder of my estate, including the proceeds of the above-mwtroned conversion, in the
following manner:
a) The sum of $2,000.00 to my great-granddaughter, Shelby Grace Turkey;
b) The remainder is to be divided equally betwew my gmnddaughter, Michele
M. Sterner, and my grandson, Craig A. Basehore, II.
ITEM V. I nominate, wnstitute and appoint Jane M. Alezander, as Executrix of this my
Lest Will and Testamwt. Should she predecease me or be unable or unwilling to serve, I thw
nominate, constitute and appoint my granddaughter, Michele M. Sterner, and my grandsoq Craig A.
Page 1 of 2
Basehore, II, ox the survivor of them, as Executors in her place and stead. I dvect that my
ExecutrixlExecutors shall not be required to post bond other than hedhis/theu personal assurance for
her(lvsJtheir duties as ExecutrixlExecutots.
IN WITNESS WHEREOF, I, Leoaa M. Kruger, have hereunto subscribed my hand to this
my Last Will and Testament, this -~7---'-day of _~ 2007.
/~~
Leona M. Kruger
SIGNED, PUBLISHED and DECLARED by the above-mined, Leona M. Kruger, as and
for her Last Will and Testament m the presence of us, who at her request and in her presence and in the
presence of each othe~ve signed our names as attesting witnesses hereto.
residing at / `~ ~ ~ ~~ l~ ~b~
dN-- residing at `1~.L.ca1~,. f Q}~ t'7olq
--~_
Page 2 of 2
C'alcu.latec? Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 02/2012
Page 1 of 1
$5,500.00 $11,409 z20 $5,909.20 $74.80 ^ ~'
Bonds: 1-li of Li
M59871381EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00% $1,037.20
M59871386EE EE $1,OD0 0911993 03/2012 09/2023 $500.00 $537.20 4.00% $1,037.20
M59871383EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00% $1.037.20
M59871382EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00% $1,037.20
M59871379EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00°10 $1,037.20
M59871384EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00% $1,037.20
M59871385EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.OD°!o $1,037.20
M59871380EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00% $1,037.20
M59871376EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00°l0 $1,037.20
M59871377EE EE $1,000 09/1993 03/2012 09/2023 $500.00 $537.20 4.00% $1,037.20
M59871378EE EE $1,000 09/1993 03(2012 09f2023 $500.00 $537.20 4.D0% $1,037.20
Totals for 11 Bonds 55,500.00 $5,909.20 $li 409.20
NI Not Issued ~ ~~~~
NE Not eligible for payment
PS Includes 3 month interest penalty
MA Matured and nol: earning interest ~
http://www.treasurydirect.gov/BC/SBCPrice 3!151201 ^_
~~~
LI=AAING THE WAY
February 24, 2012
Jane Alexander
Attorney at Law
148 S Baltimore St
Dillsburg, PA 17019
RE: Leona M Kruger
SSN: 168-26-4376
DOD: 02-09-2012
Dear Ms. Alexander:
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account # 5111691951 Established: 08-OS-1993
LEONA M KRUGER
DOD balance: $ 7,154.50 non interest bearing
Savings Account
Account # 5005565193 Established: 04-14-2010
LEONA M KRUGER
DOD balance: $ 5,008.85 + 0.28 accrued interest
Please note that this office provides date of death balances for deposit accounts (IKAs, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of 2
This message is intended for the zrse of the individz~al or entity to which it is addressed and may
contain information that is privileged, confidential and exempt from disclosure under applicable Icnv.
If the reader of this message is not the intended recipient or the employee or agent responsible for
delivering this message to the intended recipient, you are hereby notified that any dissemination,
distribzation or copying of this communications is strictly prohibited. If you have received this
communication in error, please notify me immediately by reply or by telephone nt 800-762-177.1 and
immediately destroy this fcaed document.
Page 2 of
Appraisal For Leona Kruger
Appraisal of Jewelry
1. 10 Sara Coventry pin earring sets $ 8.OOea
2. 3 Sara Coventry necklace/earrings $ B.OOea
3. 3 prs. of gloves $ 2.OOea
4. 14k white gold earrings $ 35.00
s. 14k gold earrings $ 35.00
6. Copper earrings/necklace no chain $ 8.00
~. s/s earrings/necklace no chain $ 8.00
s. heart necklace/14k chain $ 15.00
9. 2 E.Taylor watches $ 8.00
to . s/s 3pr. Earrings/4 rings/1 turq.necklace $ IS.OOea.
u. S/s 3 necklaces and 2 chains $ 8.OOea
tz . 7 watches $ 2.OOea
13 .72 aeon and costume necklaces $ 2.OOea
t4 .98 prs. Avon and costume earrings $ .SOea
ts . 10 Avon pins $2.OOea
t6 . 16 Sara Coventry pins $4.OOea
t~ . Compact $3.00
~` ~
Submitted by
Certified Appraiser
Yvonne T,aukemann
ii
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3-22-2.012.
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Survivor Death
Conrail Pension Service Center
2201 Timberloch Place, Suite 150
The Woodlands, TX 77380
Conrail Pension Help Line Telephone Number: 1-866-494-4266
May 15, 2012
To the Estate of L Kruger
810 Oak Oval
Messiah Vlg
Mechanicsburg, PA 17055
Re: L Kruger Survivor Benefit
We were sorry to learn of the death of L Kruger. On behalf of Consolidated Rail Corporation we
extend our deepest sympathy.
Our records indicate that L Kruger was a beneficiary in the plan. As such, no further benefit is due.
Please note the 3/1/2012 benefit payment is a valid payment and can be cashed by the Estate.
Please send a copy of L Kruger's death certificate at your earliest convenience.
Conrail Pension Service Center
The Conrail Pension Service Center has been established to answer any questions you may have
and to process information changes. If you have questions or need assistance, please call the
Conrail Pension Service Center at 1-866-494-4266 Monday through Friday between the hours of gam
and Spm EST, excluding holidays. When you call the toll-free number, you will be asked to identify
yourself using the participant's Social Security number.
KEEP A COPY OF THIS DOCUMENT FOR YOUR FILES.
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RECEIVED BY ~~.
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CONSIGNMENT CONTRACT ANO SETTLEMENT""'
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ESTATE nF i,F,nNA KRiIGF,R Vendor Code: 004326
Invoice No. Description Date Amount Discount Withheld NetAmount
091812 09/18/2012 16,700.00 0.00 0.00 16,700.00
Check Date: 09/21/2012 Check#: 000 012 3 62 6 Totals: 16,700.00 0.00 0.00 16,700.00
tessiah Village ~ Messiah Ullage -Messiah Village -Messiah Village -Messiah Village -Messiah Village -Messiah Village -Messiah Village -Messiah Village -Messiah Village - Messah Village -Messiah Village - P
HESSIAN
L'-feways~~
at MESSIAH VILLAGf
100 Mt. Allen Drive, Mechanicsburg, PA 17055
Pay to the order of
ESTATE OF LEONA KRUGER
C/O JANE ALEXANDER
148 S. BALTIMORE ST
DILLSBURG, PA 17019
CITIZENS BANK _ ?~° t _
PHILADELPHIA, PA
t
~ 0000123626
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7B 5 380 7M,,
September 21, 2012
"`Sixteen thousand seven hundred and 00/100 dollars ... $•<•*16,700.00
.............................................
TWO SIGNATURES REpUIREO OVER $50,000 00.
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ll'OOOOi2362611' 1:036076L501: 620034192711•
APPRAISAL
Appraisal done 3-14-2012 for the Estate of Leona M. Kruger Messiah Village 100 Mt.
Allen Dr. Mechanicsburg, Pa.
Items that were Appraised
I Oriental decorated China cabinet $800.00
Oriental tea set, bowls, cups, vases lot $600.00
Red decorated trunk $200.00
23 pc. Starlite fine China dinnerware $150.00
Buddha figurine $100.00
Danbury Mint plates lot $50.00
Oriental figurine lamp $35.00
Glass basket $25.00
2 pr. Candle holders pr. $20.00
Etch glass pitcher $20.00
Pagoda $15.00
2 vinegar cruets pr. $10,00
Glass vases lot $10.00
2 Oriental dolls pr. $10.00
Water glasses lot $8.00
1 Yr. flat screen Emerson TV $200.00
8 Oriental figurines lot $200.00
Brass gong bell $200.00
Black brass trim linen stand $150.00
Oster mixer $100.00
Brass Dome glass top stand $35.00
Tall stem goblets $32.00
Pagoda figurine $25.00
Punch bowl set $20.00
Other tall stem goblets $15.00
Small stem goblets $14.00
Tea set $10.00
Glass plates lot $10.00
Fur coat $10.00
glass sleigh $6.00
Total $3,080.00
Little IKE Eicbelberger Aucrioneer PA. Lic. tiAU.001954-L
,(~ (~y~.. _ ~ ,
To John PGrove/Field/AMPF@AMPF
cc
bcc
Subject DODVs as requested for Leona m Kruger CI ID # 1811270(
2 001
Please do not reply to this email. This database does not support incoming mail. Please calf the phone #
within the letter if you require assistance. Thank you.
Life Events Team
RiverSource Life Insurance Company
Ameriprise Financial Company
70100 Ameriprise Financial Center
Minneapolis, MN 55474
May 9, 2012
JOHN PAUL GROVE
4661 TRINDLE RD STE 400
CAMP HILL, PA 17011-5603
Dear JOHN PAUL GROVE:
Thank you for your recent inquiry regarding LEONA M ICRUGER's accounts. These are the values of the accounts
as of 02/09/2012.
Account Information
Mutual Funds
Account Number
01013740045 2 002
01]38143136 7 002
Mutual Funds
Account Number
01013740045 2 002
01138143136 7 002
Ownership
Individual - TOD
Individual - TOD
Total Value # of shares Asset Value Per Share
$8 ] 246.41 15947.381 5.090
$1155.82 1155.820 1.000
The date of death values provided are for estate tax purposes and aze not a value [o be paid. Accounts maybe
subject to market fluctuation as governed by each product. Please note that the values indicated for any Life
Insurance product(s) with the insured deceased reflect the gross death benefit at date of death and not the cash value.
Values indicated for Life Insurance Products with only the owner deceased reflect [he cash value as of the date of
death. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for
brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values
are estimates obtained from outside sources believed to be reliable. Ametiprise Financial provides these values as a
service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by
Malpeztii ,Funeral _Home
8 Market Plaza Way
Mechanicsburg, PA 17055
~~,~.
-.,Sfi..
(717)697-4696
Michael J. Malpezzi,
February 28, 2012
Jane Alexander
148 South Baltimore Street
Dillsburg PA 17019
This is the final statement for the funeral services of Leona M. Kruger
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way.
PROFESSIONAL SERVICES:
Services of Funeral Director/Staff $5,475.00
FUNERAL HOME SERVICE CHARGES $5,475.00
SELECTED MERCHANDISE:
Q-83 Primrose Casket $2,495.00
Guardian Burial Vault $1,150.00
Butterfly Register Package $95.00
THE COST OF OUR SERVICES, EQUH'MENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $9,215.00
CASH ADVANCES:
At the time funeral arrangements were made, we advanced certain payments to others as an accomodation.
The fol/owing is an accounting of those charges.
Opening Grave $1,025.00
Cemetery Equipment $180.00
Certified Death Certificates $30.00
Newspaper Notices -Patriot $261.21
Newspaper Notices -York $224.96
Clergy/Mass Offering $125.00
Organist $100.00
SoloisUCantor $75.00
Flowers $159.00
Altar Servers $20.00
Luncheon $200.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES $2,400.17
CONTRACT PRICE $11,615.17
HISTORY:
02/16/2012 Payment Homesteaders Life Company $5,396.06
02/27/2012 Payment American General Life $432.00
02(27(2012 Payment American General Life $1,013.00
02/27/2012 Payment American General Life $1,000.00
02/27/2012 Payment American General Life $504.00
TOTAL AMOUNT DUE $3,270.11
If you have any questions or concerns regarding this bill, please call our office at (717) 699-4696.
PUBLIC
February 5, 2012
Estate of Leona M. Kruger
148 S. Baltimore Street
Harrisburg, PA 17019
777-432-9752 (FAX) 717-032-2097
For Tax Services rendered in the preparation of Federal
State of Pennsylvania and Local Individual Income Tax
Returns for the year ended December 31, 2011. $200.00
Messiczyz Village
HOME CARE, L~~
100 MT. ALLEN DR., MECHANICSBURG, PA 17055
JANE M. ALEXANDER
ATTORNEY-AT-LAW
148 SOUTH BALTIMORE STREET
DILLSBURG, PA 17019
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Form PB-01
QUESTIONS? CALL: 717 697-4666
RESIDENT # UNIT STMT. DATE
39902 810 02/29/2012
RESIDENT S
Mrs. LEONA M. KRUGER
TOTAL AMOUNT DUE $123.75
DATE DUE 03/31/2012
DATE DESCRIPTION RATE UaYsl
Unit; CHARGES CREDITS BALANCE
Balance Forward 1,105.63
02/27/12 PAYMENT RECEIVED -THANK YOU!!! 1,105.63 0.00
*** Nursing Care ***
02101/12 Home Care Assistant (Campus) 17.95 2.00 35.90 35.90
02/02/12 Home Care Assistant (Campus) 17.95 2.00 35.90 71.80
02/05/12 Home Care Asstnt - Wknd (Campus) 19.95 1.00 19.95 91.75
*** Residential Living ***
02/01/12 Emergency Call Lease 02/01-02/29 10.00 1.00 10.00 101.75
02/01!12 Emergency Call Monitoring 22.00 1.00 22.00 123.75
02/01-02/29
RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE
39902 123.75 0.00 0.00 0.00 0.00 $123.75
RESIDENT NAME Mrs. LEONA M. KRUGER Form PB-01
Please make check payable [o Messiah Village Home Care, LLC.
A I % finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you!
If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You!
Messiah Village
HOME CARE, LLC
100 MT. ALLEN DR., MECHANICSBURG, PA 17055
MRS. LEONA M. KRUGER
810 OAK OVAL
MECHANICSBURG, PA 17055
Form PB-a1
QUESTIONS? CALL: 717 697-4666
RESIDENT# UNIT STMT. DATE
39902 810 01/31/2012
-
RESIDENT S
Mrs. LEONA M. KRUGER
TOTAL AMOUNT DUE $1 105.63
DATE DUE 02/28/2012
DATE DESCRIPTION I RATE I Days! I CHARGES
Units
Balance Forward
01!31/12 (PAYMENT RECEIVED -THANK YOU!!!
*** Nursing Care ***
01!07/12 Home Care Asstnt -Wknd (Campus) 19.95 3.00 59.85
01/08/12 Home Care Asstnt -Wknd (Campus) 19.95 3.25 64.84
01/09/12 Home Care Assistant (Campus) 17.95 3.00 53.85
01/10/12 Home Care Assistant (Campus) 17.95 2.50 44.88
01/11/12 Home Care Assistant (Campus) 17.95 3.00 53.85
01/12!12 Home Care Assistant (Campus) 17.95 3.00 53.85
01/13/12 Home Care Assistant (Campus) 17.95 2.75 49.36
01/14/12 Home Care Asstnt -Wknd (Campus) 19.95 2.00 39.90
01/15/12 Home Care Asstnt -Wknd (Campus) 19.95 2.00 39.90
01/16/12 Home Care Assistant (Campus) 17.95 2.00 35.90
01!17/12 Home Care Assistant (Campus) 17.95 2.00 35.90
01/18/12 Home Care Assistant (Campus) 17.95 2.25 40.39
01119/12 Home Care Assistant (Campus) 17.95 2.00 35.90
01/20/12 Home Care Assistant (Campus) 17.95 2,00 35.90
01/21/12 Home Care Asstnt -Wknd (Campus) 19.95 2.25 44.89
01/22!12 Home Care Asstnt -Wknd (Campus) 19.95 2.00 39.90
01/23/12 Home Care Assistant (Campus) 17.45 2.00 35.90
01!24!12 Home Care Assistant (Campus) 17.95 2.00 35.90
01/25/12 Home Care Assistant (Campus) 17.95 2.25 40.39
01/26/12 Home Care Assistant (Campus) 17.95 2.25 40.39
01/27/12 Home Care Assistant (Campus) 17.95 2.25 40.39
01/28/12 Home Care Asstnt -Wknd (Campus) 19.95 2.00 39.90
nv~utt~ un..,a ('pro Acctnt _Wknd (Camnnsl 19.95 2.00 39.90
CREDITS I BALANCE
124.69
178.54
223.42
277.27
331.12
380.48
420.38
460.28
496.18
532.08 i
572.47
608.37
644.27
689.16'1
729.06
764.96;
800.86
841.25'
881.64.
922.03'
961.93
1,001.83
CONTINUED
NEXT PAGE
RESIDENT # I CURRENT ~ OVER 30 ~ OVER 60 ~ OVER 90 OVER 120 TOTAL AMOUNT DUE
RESIDENT NAME Mrs. LEONA M. KRUGER ~°`~~°°'
Please make check payable to Messiah Village Home Care, LLC.
A 1% finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you!
If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You!
MessiczlZ ViZZczge
HOME CARE, LL,C
100 MT. ALLEN DR., MECHANICSBURG, PA 17055
MRS. LEONA M. KRUGER
810 OAK OVAL
MECHANICSBURG, PA 17055
Form PB-01
QUESTIONS? CALL: 717 697-4666
RESIDENT# UNIT STMT. DATE
39902 810 01/31/2012
RESIDENT S
Mrs. LEONA M. KRUGER
TOTAL AMOUNT DUE $1 105.63
DATE DUE 02/28/2012
DATE DESCRIPTION RATE DaYgt
Units CHARGES CREDITS BALANCE
01/30/12 Home Care Assistant (Campus) 17.95 2.00 35.90 1,037.73
01/31/12 Home Care Assistant (Campus) 17.95 2.00 35.90 1,073.63
*** Residential Living ***
01/01/12 Emergency Call Lease 01/01-01/31 10.00 1.00 10.00 1,083.63
01/01/12 Emergency Call Monitoring 22.00 1.00 22.00 1,105.63
01/01-01/31
RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE
39902 1,105.63 0.00 0.00 0.00 0.00 $1,105.63
KtSIDENT NAME Mrs. LEONA M. KRUGER FormPB-0,
Please make check payable to Messiah Village Home Care, LLC.
A 1% finance charge may be assessed on accounts for which payment has not been received by [he due date. Thank you!
If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You!
~~.SSla~'i
100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055
JANE M. ALEXANDER
ATTORNEY-AT-LA W
148 SOUTH BALTIMORE STREET
DILLSBURG, PA 17019
~ ~~ ~z~~z
<~
Form PB-01
RESIDENT # UNIT STMT. DATE
39902 810 02/29/2012
RESIDENT S
Mrs. LEONA M. KRUGER
TOTAL AMOUNT DUE $2 394.00
DATE DUE 03/31/2012
DATE DFCCRIpnpN o,ArE Davs/
Units C4ARGES CREDITS BALANCE
Balance Forward 1,505.91
02/27/2012 PAYMENT RECEIVED -THANK YOU!!! 1,505.91 0.00
*** Nursing Care ***
02/01/2012 DAILY PHONE CHARGE (WAGNER) 1.00 7.00 7.00 7.00
02/07/2012 RM/ BRD -NURSING -SEMI-PVT 314.00 5.00 1,570.00 1,577.00
02/03-02/07
*** Residential Living ***
02/01/2012 MNTHLY CHG TIOGA 02/01-02/29 817.00 1.00 817.00 2,394.00
RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE
39902 2,394.00 0.00 0.00 0.00 0.00 $2,394.00
RESIDENT NAME Mrs. LEONA M. KRUGER Fo.m PB.o'
NIA
Please make check payable to Messiah Village.
A 1 % finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you!
If you have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You!
~~essia.h
`~~ L_t~id\~ ~
100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055
MRS. LEONA M. KRUGER
810 OAK OVAL
MECHANICSBURG, PA 17055
Form PB-01
RESIDENT # UNIT STMT. DATE
39902 810 01/31/2012
RESIDENT S
Mrs. LEONA M. KRUGER
TOTAL AMOUNT DUE $1 505.91
DATE DUE 02/29/2012
DATE DESCRIPTION RATE Daysl
Units CHARGES CREDITS BALANCE
Balance Forward 4,932.89
01/31/2012 PAYMENT RECEIVED -THANK YOU!!! 4,932.89 0.00
*** Nursing Care ***
01/01/2012 PHONE MINUTES (WAGNER) 0.10 69.10 6.91 6.91
01/01/2012 DAILY PHONE CHARGE (WAGNER) 1.00 31.00 31.00 37.91
01/02/2012 RM/ BRD -NURSING -SEMI-PVT 314.00 2.00 628.00 665.91
01/01-01/02
01/12/2012 BARBER/BEAUTY SHOP 23.00 1.00 23.00 688.91
SHAMPOO/SET/CUT
*** Residential Living ***
01/01/2012 MNTHLY CHG TIOGA 01/01-01/31 817.00 1.00 817.00 1,505.91
RESIDENT # CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE
39902 1,505.91 0.00 0.00 0.00 0.00 X1,505.91
RESIDENT NAME Mrs. LEONA M. KRUGER Form ae-o,
NIA
Please make check payable to Messiah Village.
A 1% finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you!
If you have any questions or concerns about your bill, please address [hem directly to Fiscal Services at 790-8220. Thank You!
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Little IKE Eichelberger
Auctioneer
AU-001954-L
12 Franklin Church Rd.
Dillsburg, PA. 17019
Invoice
For Appraisal done for Leona M Kruger Estate on March 14 2012
Messiah Village 100 Mt. Allen Dr. Mechanicsburg, PA.
Appraisal fee $ 50.00 payable to IKE Eichelberger
Thank you