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HomeMy WebLinkAbout02-1122Register of Wills of Cumberland ~.Ol,inty, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Irene Margaret Kramer also known as Irene M. Kramer Irene F. Kramer ,Deceased Paul R. Kramer and Kerwin K. Kramer No. a~ ~,~ •~fOZ~ Social Security No. 167-14-7929 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) ~X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execuf ors named in the last Wili of the Decedent, dated 06/19/98 and codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente liter durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any} and heirs: or principal residence at 801 N. Hanover St. , Carlisle Borough (list street, number, and municipality} Decedent, then 8$ years of age, died 12/02 , 19 02, at Church of Home Home, Carlisle, PA (Location) Decedent 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 g Value of real estate in Pennsylvania $ situated as follows: 230,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi ned: Si nature Typed or printed name and residence n Paul R. Kramer ~.• 'A Cc~- ~'~ /l. 221 S. Washin ton St., Mechanicsbur PA 17055 y~ Kerwin K. Kramer K/~~''~ eC. 373 N. 19th St.,..Camp Hill, PA 17011 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, tnc. Form RW-1 (1991) .r ,nG s (COMPLETE IN ALL CASES:) Attach additional sheets 'rf necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family Oath of Personal R~pr~santatlve Commonweakh of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirms}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 persona( representative(s) of the Decedent, Petitioner(s) will welt and truly administer the estate acc~~oryryrding to law. Sworn to or affirmed and subscribed ~~,.~/C' p~/1 Paul R. Kramer before me this lOt~y of .~~ , cember~ ~ 2002 Kerwin K. Kramer ~- /// l.~ ~ ~lU For the Register !~~'~~l/ Donna M. Otto,lst Deputy Ne. 21-2002-1122 ~~~ Estate of Irene Margaret Kramer ,Irene M. Kramer, aka Deceased Irene F. Kramer Social Security No: 167-14-7929 Date of Death: 12/02/02 AND NOW, December 13th 2002 A~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters , ~ Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente liter durante absentia; durante minoritate} J R, are hereby granted to Paul R. Kramer and Kerwin K. Kra,-ner in the above estate and that the instrument(s) dated 06/19/98 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES , Letters ......... .. $ 270.00 % /'`~ 1St Register of W s Short Certificate(s).6t $ 18.00 Donna M~ Otto, puty Renunciation. $ Attorney: Jan M. Wile Es uire Affidavits ( ) $ I.D. No: 06298 The Wiley Group Extra Pages ( -0-) . $ -0- Address: One S. Baltimore St. Codicil.. $ Diiisburg, PA 17019 JCP Fee . $ 10.00 Telephone: 717/432 - 9666 Inventory. $ Other $ TOTAL. $ 298.00 MAILED LETI`ERS TO A`I'I'ORNEY ON DEC`~1BER 13TH, 2002 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form i~W-1 (1991) his is to certify that the in+ortnation here given is a~rrecrlt r~3~-,t~. ,~.~ .=y ~i' L r( s~c._i. 1'i :, Local Re~isrrar. The urt~inai certificate w~ili he forwar~ec+'. ( ~it•.~ , ~ ti ''~..L.~ 'e~~ ~~:~i: f- .~+ ~~ '~r . ' WARNING: It is illegal to duplicate tIt ~ ~k.,~A{, ~~y ~a,e~~~~ ~:r ~~i3~1 ~+:~ ._ ~'~e tO t' rhlS CCCC111cn te, ~~.~~~i P 8762688 ~ <,. P _ @., 7~ _, *-•>, ~! 8r ~ as'n~pv :<"'~'i ~e ~~ ,. , =A~~ ~~ /~-- y dz X19 ~T ~ ~ - -- - :~~u,~, H,OS.IUAa.. 7187 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH rrPEnRINT IN PERMANENT BLACK INK Z h~- II t~ \ V 2 O W O O i i NAME OF DECEDENT IFrs. MCDa. Lasl $E% SOC,AL SECURITY NUMBER GATE Of OEATH,Menn.On. ~'~I ( Irene M. Kramer , Female 167 - 14 - 7929 .• December 2, 2002 1. AGE (Las B.nMW UNDER 1 YFAR UNDER 1 DAY DATE OF BIRTH BURHPIACE iC+y and PUCE OF DE/CN iCN i oM/ av -- a.. +mnnvmn m an« sa4 MoraN Days Hour M'vw,w ,Yyun. Day. 'Alan SMN arfaagn CowwW HOSPITAL: OTHER: MialK G DGA ^ ""'"9 Qi R i K ^ ER/OM PA I s°~ : ^ sville ^ Ma ,,,, ,. npM r wd,Iw ,, P ; , ry 88 Y.,. Jun 15, 1914 i ~ T ~ .. . ' __ 5 COVNTY OF DERH CRY, BOFIO. TYN ()F DEATH FACI(f\' NAME R np nmaAgn. qN W M ar,0 nunw,,, NNS DECEDENT OF HLSPANK: ORIGINT RACE ~ AnNncw Wi«,, BhW, WNa. Nc. e "°~ "'^"""'0P`n'Q°«'• csP~YI Whit d H h f G Ch o om e o urc Maaican, Pu«r Rkan, Me. Cumberland Carlisle B, 10. EI . M. ~ DECEDENT'S USUAL OCCUP,QK"i KING OF WSINESSI1NW57RY VRS DECEDENT EVERW DECEOFNT'$EDUCRIDH MARITAL STATUS•MarriW SURVIVWG SPOUSE U.S. ARMED FOf1Cf3T Irw Mrr4W, VAOOwO, p'.+a 7rw mao,n nvnal (Gn+laM d.a~kgOgoiqlrua!u~r~vq~ E~yyrY Coy~9s ~iwrcM lSG.~W d.on.q w., W PennDot Y..^ F,~Qp ~,r ,,..ds.l wed Wid , 1 o ~IErK li 11 , lla 1/R 1 17. DECEDENT'S UARINC ADDRESS ryIr.Cily/6«l. Aar. ZV COOaI DECEDENT'S lTa.^ Yw. MCaMIa YwON n.P_ A r lT 373 North 19th Street a ~SIO~ENCE a ~-"-" Camp Hill, PA 17011 li ~, ~N Cumberland ~+ ~^•^•"•~F^^ Carlisle rn. lyd.~ dn:,,calM rlwa a,vevo. FAT/1FA'S NAME IFrs. MEOa. Lail Harry W. Fenical MOTHER'S NAME (Feat M•00,, M,KMn Sv ~Vilamenia Hammaker ,.. aaFDRMAxr•$NAMEaYP/PrM Kervin Kramer ,•. p Fill, PA 17011 •'373 No th 19th S reef Camp aaE'THOO OF DISPOSITK)N DQE OF pSPOS1TKN1 PLACE OF pSP'OSrfK7N - Nama of Cwvlary, GamaKSy LOL/PION • Ci1ylb«i hYa. 14 CaM °i"' ~ Ga"""°" ^ "'""•aa°'"'IY•^ ^ 2002 ~~IDec 6 «~~ hestnut Grove Cemetery Marysville, PA 17053 Dorlaeon ^ olw 19lac+lY , 71C :,.. .:,a ,,.. . DDRESS OF FACM fTY . SIGNATURE OF FUNS SER LK: E PERSON ACTWG AS SUCH LK.ENSE NUMBER NAME AND A Michael J. Shalonis Funeral Home 206 Maple Avenue Marysville, PA 17053 011825-L ,~ .~ rn ~1 CMipMa ianH 77+c only viP•n 1M Ws al . M,n ooNrnd tl . Mla aM Plaoa sa,b. LK:ENSE NUMBER ~ ~' i a M waMM. a11MM U / M /1 J ~ // C'{ ~ /`+( ~ - a~ p y. ~] J Ca/IM aJUN W M,n. ~L~.~A/ /~ N N by IIAE OF OE N !! E PROMOVNCED DEAD IMYU,. DaY• Ya«I VMS CASE REFER _~ ~ ~ RED TO w~ 0 E%AMINERICORO ~/ ERT //o L'1 - ~ o '•a 7a .J J M I~ - ~ O~ M . 71. BART L EN«,M Oiwaw,. +WK~,A ar CMIpYCNiarM r.INCO uwaO,M Man. DO nOl NK« 1M nnM of dyi,0, auN w Ca10iao d ra,pralory ar,aN. Hwoa a<MaN lailwa. , ApprOiimra Ma ~ ~ PARE B: OBw aq,"ICW Nn4llola o,nsi,AYp Y Own. o.A IIOI IaaY1Wq n YN K) owa 9n'•n w PART I. ~ M d LM oMy pM taus. M aaCA N.a. aan IYYEDIAT! CAUSE 6+w1 ` n O ! e..w.araand.~an G a-rL~~~'~-s ~..~o-^r e .ate .w,.,,o a, aP,a,I -~ DIIE TO IDR AS A CON.SEOUENCE DF}. $aps+May y oor,OborM E ,nr, lwA.q r mnan,la o,... EN UNDEALYWD b. DUE TO IOR AS A CONSEOUEHCE OFI: I - uUEE IDI,aa•• +v+r - rw rraro nnm ~ o DUE TO IDR AS A COHSE WENCE OF) aarq n awnl uST a. VdIS AH AUTOPSY MERE AUTOPSY FINDINGS MANNER OF DEATH ~~ DATE OF INJURY TIME a OLIURY RUURY R vAORK7 DESCPoBE NOW k1AJRY OCNRRED. PERFORMEO7 AWIABLE /RK7R 10 IMOnn. Day. Taarl COMPLETION OF CAUSE OF DEQH7 NalwM ~ NomctlP ^ Yaa ^ No ^ AeeiOaM ^ P«Kr~9Ia'~19MIOn ^ M. Yw ^ No ~ ~r~ylI Yw ^ No lly SuioiM ^ Could n01 W ONarmnad ^ PLACE OF INJURY . u Mnr, qnn, sua,I. tatrry. o0ka DuaOYq ISOaaM Na LOCRK711 (Stsa G1vY4.n. Slry 7aa 7M. 7f. , . ]M. 701. CERTIFIER,Cnatl~ oniY aryl •cFRrIFYRaPHYSKaAN(PnyvaancxMV+gwa.aa•.mwwanonronwoN+na,aonwrroada.ananocann.lwn.nz7l Man oceuma Ou, w ONr cauwpl aro mamas a„VNN ..................................................... ~ u nr Oast el my troarMeya SIGNATU CERTIFIER ~-J 71-. , Yanl LICENSE BER DATE SK'iNED IMmn.DM . '-ROaIOUMC016 ANO CERTIFYING PHYSICIAN IPnyacun twn:Fa.nw.caq O•NN a^O CwVy+q a<wsadOSanl j~ d Ow le lM c,uw(,i ,n0 manner w ,l,l W .......................... `-' d Y ~ l/a. ~• '~ ~ 711 I - U/1 Ww,. ,n To 1M O,N o1 my knorNdgP. Man pocwrW aI IN tlww, dale, an • . NAME AND ADDRESS OF PERSON "~ COM ETFD CAUSE DEATH Dl«„znrTP.wPrinl n p~ /2 ~ ~ •YEDK;AL E7(AMINER/CORONER A , ~ /ZY~- l~ V/S t~ /.~ On iM Ea,i, of ea,minatlon arNl/or invaalfyalion, In my opinion, Oaali, ooourn0 al IM lima, Bala, antl Place. arW due to INa esuw(„ an0 ^ m.nn«,,,I,IM ............................................................................................... 522 South Pitt Street Carlisle, PA 17013 7,,. „ REGIST SIGNATURE ANO NUMBE ~'~ DATE FKED IMp.n. DaY. Y,YI /~ ~ ` 7a. N Q 21-2002-1122 LAST WILL and TESTAMENT OF IRENE MARGARET KRAMER I, Irene M. Kramer o£ Camp Hill, Cumberland County, Pennsylvania, being o£ sound mind and acting on my behalf without in~luence or inducement declare this to be my last will and testament. I hereby bequeath to my 9 stepchildren all that I own real and personal. I ~urther bequeath to diem any wealth that is due me both real and tangible. I maize this bequest without reservation or restrain. I, hereby, name Paul R. Kramer, Jr. and Kerwin K. Kramer as executors o~ my estate. At the time o~ my death, I direct all that I own both real and personal and any wealth that is due me real and tangible be divided 1/2 to Kerwin K. Kramer and all the rest divided equally between my following stepchildren. Mary Ellen Simpson Paul Robert Kramer, Jr. Clyde Ludwig Kramer Melvin Ronald Kramer Lewis Franlzlin Kramer Harry George Kramer Richard Russell Kramer Donna Lee Kramer or Dawlzins Let it be lznown that I maize this declaration ~rom a clear mind and ~ree o~ enfeeblement. I af~ix my signature hereto ~reely and on my own behalf without assistance or threat. Signature Irene Mar ret Kramer Date: _ i..p 11~ ~ C.~ ~ Witness: C,~,„,~ ~Ga-(~, Y,~. ~, ~' 4i s ~~, ~~~~~ v~~A~s_ 11 ~4T ~ yt 1 f M 14 Y .e j. ~ .; ~l r tSu~tC F .. .___.~ _._.. ~ ,, ' i REGIS~'ER OF WILLS OF COUNTY .OATH OF SUBSCRIBING WITNESS ; ~' .%' (each) a subscribing witness to the law, depose(s) and say(s) that ~,,• codicil '~ will presented herewith, (ea~h~ being duly qualified according to present and saw the testat ,sign the same and that signed as a witness at the request of testat_._ in IL_._ presence and,(m the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of (Name) 19 Register (Name) (Address/ 21-2002-1122 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Kerwin K. Kramer (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Irene Margaret Kramer testat r; x of (one of the subscribing that he Irene Margaret Kramer codicil witnesses to) the will presented herewith and codicil believes the signature on the will is in the handwriting of to the best of his knowledge and belief. Sworn to or affirmed and subscribed before ~ ~"~'`~``"'"~ ~~~ me this 12th day of (Name) December 1~ 2002 KERVIN K. KRAMER ' (Address) Donna M. Otto, 1st Deputy Re ter (Name) (Address) ~'~ CERTIFICATION OF NOTICE UNDER RULE 5 6 (al Name of Decedent: Irene Margaret Kramer a/k/a Irene M. Kramer, a/k/a Irene F. Kramer Date of Death: 12/02/02 Estate Number: 21-02-01122 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 16, 2003: Name Address SEE REVERSE SIDE FOR LISTING Notice has now been given to all persons ent' led t reto under Rule 5.6 (a) except N/A Date: January 16, 2003 ~ .. -~ Name: Jan M. Wiley, Esquire Address: One S. Baltimore St. Dillsburg, PA 17019 Telephone: (717) 432-9666 Capacity: Counsel for personal Rep. ESTATE OF IRENE MARGARET KRAMER, DECEASED FILE NUMBER: 21-02-01122 LIST OF HEIRS: 1. Kervin K. Kramer 373 N. 19th St. Camp Hill, PA 17011 2. Paul R. Kramer, Jr. 221 S. Washington St. Mechanicsburg, PA 17055 3. Clyde L. Kramer 42 Kensington Drive Camp Hill, PA 17011 4. Lewis F. Kramer 3616 Kohler Place, Apt. 3 Camp Hill, PA 17011 5. Harry G. Kramer 397 Pitt St. Enola, PA 17025 6. Richard R. Kramer 636 Gater Lane Enola, PA 17025-1610 7. Mary Ellen Simpson 2117 Princeton Ave. Camp Hill, PA 17011 8. Donna Lee Kramer Dawkins 3200 Dale Rd. Saginaw, Michigan 48603 9. Ann Marie Snizek (Daughter of Melvin R. Kramer, deceased) 154 Florence Drive Harrisburg, PA 17112 DISCLAIMER OF INTEREST IN THE ESTATE OF IRENE MARGARET KRAMER A/K/A IRENE M. KRAMER A/K/A IRENE F. KRAMER CARLISLE BOROUGH, CUMBERLAND COUNTY. PA FILE NUMBER: 2002-01122 PA NUMBER: 21-02-9~1 { 2'Z ~'"~ I, DONNA LEE KRAMER DAWKINS, the undersigned, do hereby renounce, disclaim, and refuse to accept any interest I may have in the Estate of IRENE MARGARET KRAMER, A/K/A IRENE M. KRAMER, A/K/A IRENE F. KRAMER, given to me by the Last Will and Testament of IRENE MARGARET KRAMER, A/K/A IRENE M. KRAMER, A/K/A IRENE F. KRAMER, the decedent above named, dated June 19, 1998, and duly admitted to probated on December 13, 2002 in the Office of the Register of Wills in and for Cumberland County, PA. This renunciation and Disclaimer is hereby duly acknowledged and is served on the Executor of the Estate of IRENE MARGARET KRAMER, A/K/A IRENE M. KRAMER, A/K/A IRENE F. KRAMER, and on Cumberland County Court within nine (9) months from the date on which the decedent's Last Will & Testament was admitted to probate. The undersigned beneficiary has not and will not receive any consideration in money or money's worth for this Renunciation from any person or persons whose interest is to be affected by it. The interest of DONNA LEE KRAMER DAWKINS is hereby disclaimed as the beneficiary of the decedent's estate, in favor of KERVIN K. KRAMER, PAUL R. KRAMER, JR., CLYDE L. KRAMER, LEWIS F. KRAMER, HARRY G. KRAMER, RICHARD R. KRAMER, MARY ALLEN SIMPSON, AND ANN MARIE SNIZEK, equally. This Disclaimer passing the entire estate share of IRENE MARGARET KRAMER, A/K/A IRENE M. KRAMER, A/K/A IRENE F. KRAMER, is made in accordance with the Statute on Disclaimers, pursuant to 20 Pa. C.S. Section 6201, et seq., and is to be delivered to the co-executors, PAUL R. KRAMER, JR., AND KERVIN K. KRAMER, and is delivered in accordance with Section 6204 of the act, to the Register of Wills, Cumberland County, Pennsylvania. DATED: ~ ~ ~ ~ 4'-~~ DONNA LEE KRAMER DAWKINS STATE OF MICHIGAN COUNTY OF SS On this, the I ~ day of February, 2003, before me, the undersigned officer, personally appeared DONNA LEE KRAMER DAWKINS, satisfactorily proven to be the person whose names is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~~~ ~ ~ 'SEAL) TARY PUBLI J J ~~ MY COMMISSION EXPIRES: Barbara Bush County of Saginaw State of Michigan My Commission Expires 12/30/06 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Kramer, Irene Margaret also known as Irene M. Kramer, Irene F. Kramer No. 21 - 02 - 01122 Date of Death 12/2/2002 ,Deceased Social Security No. 167-14-7929 Kervin K. Kramer Paul R. Kramer The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. ~ )~ Personal Representative Attorney: ~~ n M. Wiley, Esq. Signature: -~~_~{~jtyc.,~ - Ke m Kramer I.D. No.: 06298 Signature: ~ ~ - Paul R. Kramer Signature: Address: 1 S. Baltimore St. Address: 373 N. 19th St. Dillsburg, PA 17019 Camp Hill, PA 17011 Telephone: 717/432-9666 Telephone: 717-737-5101 Dated: Personal Property Met Life 979.95 Members 1st Federal Credit Union Account Number 222227-00: 374.81 Members 1st Federal Credit Union Account Number 222227-40: 55,325.95 PNC Bank Certificate of Deposit Account Number 31100218849: 27,256.75 PNC Bank Burial Reserve Account Number 31400171619: 11,446.43 PNC Bank Checking Account Number 5001986433: 3,721.39 Wachovia Securities, Inc. Account Number 4895-3540-1: 60,407.90 Refund from Church of God Home: 4,423.00 Total Personal Property $163,936.18 (Attach additional sheets if necessary) Total Personal Property and Real Estate $192,436.18 Register of Wi(Is of Cumberland County, Pennsylvania INVENTORY continued Estate of Kramer, Irene Margaret No. 21 - 02 - 01 122 also known as Irene M. Kramer, Irene F. Kramer Date of Death 12/2/2002 Deceased Social Security No. 167-14-7929 Real Estate ____ Sale of property situate in Camp Hill Borough, Cumberland County, PA: 28,500.00 Total Real Estate $28,500.00 2 Jan M. Wiley David J. Lenox Timothy J. Colgan Christopher J. Marzzacco David E. Hershey Diana Woodside Bradley A. Winnick THE WILEY GROUP April 15, 2003 Attorneys at Law Wiley, Lenox, Colgan &Marzzacco, P.C. Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 In Re: Estate of Irene Margaret Kramer, deceased File Number 21-02-01122 Dear Register: Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status report with regard to the above captioned estate. Also enclosed is a check in the amount of $853.56 representing the tax due, and a check in the amount of $25.00 representing the filing fee. Please return the recording receipts to my attention in the enclosed envelope. Thank you for your cooperation. Sincerely, -- Dawn Gl fel r/Assis /dg encl. 1 South Baltimore Street • Dillsburg, PA 17019 • Phone: (717) 432-9666 • (800) 682-4250 • Fax: (717) 432-0426 Offices in Harrisburg • York • Carbondale www.wi leygrou plaw.com , 1lEV.1fllOeX,~.jJol , . *' 11--/()~~ / REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF F>fNNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28Oe01 HARRISBU~G PA 171ZB-0601 v QFF1CIAl USE ONLY FILE NUMBER 21 COUNTY CODE 02 01122 YEAR _NUMBER ~ w i DECEDENTS NAME (\..AST, FIRST, AND MIDDLE INIflAL) Kramer, Irene Margaret DATE OF DEATH (MM~DD.YEAR) DATE OF BIRTH (MM-DD-YEAR) 112/02/2002 i 06/15/1914 [(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) 1. Original Relurn 0 2. Supplemental Return w ~ 0 4. Limited Estate 0 48. Fulure Interest Compromise (date ofdealh afIer :.l:~~ Ul!iU 12-12-82) ~li::g ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living T(ust (Attach U..m ofWll(l copy of TTUS\) ~ 0 9. Littgation Proceeds Received 0 10. Spousal Poverty Credit (data of dS81h betWeen 12-31-91 and 1-1-95 SOCIAL SECURITY NUMBER 167-14-7929 THIS RETURN MUST BE RLED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER b 3. Remainder Return jdete of death prior 10 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (Attacl1 Sch 0) .... "'2 ~l!i 02 U~ NAME ! Jan M. Wiley, Esq. IRM NAME (If applicable) The Wiley Group ELEPHONE NUMBER 717/432-9666 . COMPLETE MAILING ADDRESS 1 S. Baltimore St. Dillsburg, PA 17019 -~- (1) 28,500.00 OFFICIAL USE ONLY (2) 979.95 (3) None -- (4) None (5) 162,956.23 (5) 28,160.68 (7) None (g) (10) (8) 220,596.86 21,177.25 451.52 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (11) 21,628.77 198,968.09 (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 198,968.09 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole~Proprletorship 15 3 j: Ii: ~ z 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (tolal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines g & 10) 12. Net Value of Estate (Line 8 minus Line 11) 15.Amount of Une14 taxable at the spousal tax rate, x .00 (15) or lransfers under Sec. 9116(a)(1.2) 2 198,968.09 .045 (16) 8,953.56 0 16.Amount of Line 14 taxable at lineal rate x ~ " ~ 17.Amount of Une 14 taxable at sibling rate x .12 (17) ~ 0 U ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 8,953.56 I 120. 0 I :111.111\;r!;r~rW!I::!1.;I~!Gb"1l;~. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 fonn software only The Lackner Group, Inc. Form REV-1S00 EX (Rev. 6-00) . ( Decedent's Complete Address: STREET ADDRESS 801 N. Hanover St. fcm- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount [STATE PA [ZIP 17013 . (1) 8,953.56 7,695.00 405.00 Total Credits (A + B + C) (2) 8,100.00 ~_._-_._~-------- Carlisle 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (0 + E) 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 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. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) (4) (5) (SA) (5B) 0.00 853.56 853.56 Make Check Payable foe 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;....................... ......................... ~ I ~: ~::::~ ~h~~;:i~::~s:~~~~es~~~. ~~~.l~.~~~.~~~.~~.~.~~.~~~~~~~~~.~~. .~.~ .~~. .i~come;......... ... ..... . .:..::.................. d. receive the promise for life of either payments, benefits or care? ....................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..............."..,...,.. ........,..................,......... ..................,................... 0 o o ~ ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains 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. Under penelties of peljury, I declare that I have examined this return. Including accompanying schedules and stal.Gments, and to the best of my knowledg& and belief, it is true, correct end complete. Declaration of preparer other Ihan the personal representative is based on alt Information of which preparer has any knOWledge. _ SIGNATURE Of PERSON RESPONSISLE FOR FILING RETURN ADDRESS 373 N. 19th St. DATE ~)' K. ~am':,}. _# _ _ ~ ~ A. ~ CampHill,PA 17011 StGNA TURE Of PERSON RESPONS1BLE FOR FlUNG RETURN ADDRESS Paul R. Kramer 221 S. Washington Sl. L?~{(.,/~ Mechanicsburg,PA 17055 8iiNATURE OF PREPARER 0 HER THAN REPRESENTATIVE ADDRESS D M. Wiley, Esq. DATE ._--,.~---_._- DATE-~-- """- - w 1 S. Baltimore St. DiIlsburg, PA 17019 dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or faT the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. For dates of death on or after Janua.ry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemct 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 twenty-one years of age or younger at death to or for the use of a natural parent. an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or forthe 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 rate imposed on the net value oftransfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 21-2002-1122 LAST WILL artd TESTAMENT OF IRENE MARGARET KRAMER I, Irene M. Kramer of Camp Hill, Cumberland County, Pennsylvania, beirtg of sound mind and acting on my behalf without influence or inducement declare this to be my last will and testament. I hereby bequeath to my 9 stepchildren all that I own real and personal. I further bequeath to them any wealth that is due me both real and tangible. I make this bequest without reservation or restrain. I, hereby, ~anle Paul R. Kramer, Jr. and.Kervin K. Kramer as executors of my estate. At the time of my death, I direct all that I own both real and personal and any wealth that is due me real and tangible be divided 1/2 to Kervin K. Kramer and all the rest divided equally between my following stepchildren. Mary Ellen Simpson Paul Robert Kramer, Jr. Clyde Ludwig Kramer Melvin Ronald Kramer Lewis Franklin Kramer Harry George Kramer Richard Russell Kramer Donna Lee Kramer or Dawkins Let it be known that I make this declaration from a clear mind and free of enfeeblement. I affix my signature hereto freely and on my own behalf without assistance or threat. Signature Jlp an-.'l~ r1J1./C.hJ 'Yhn"""Q}I Irene Mar rel Kramer Date: l.., \J9..l qg Witness: t~;Jt. ~~ Kq-i-Vv~h.-~ NOTARIAL SEAL K"..THRYN L. C:-;,'\MBE:48, Nct.-:ary Public CZ-:7'ip ~'liH, C~,,~bsr,aild County ,,-2':~f'E~r;;T~~~~~~I)f-.:'t-.i?:,'~~ ..:";':~,~:.:~.)~:?Oi) *' SCHEDULE A REAL ESTATE COM'olONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER i 21-02-01122 ESTATE OF Kramer, Irene Margaret All real property owned solely or as a tenant in common must be reported at faIr market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilnng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. --.--,--- ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 28,500.00 Sale of property situate in Camp Hill Borough, Cumberland County, P A: TOTAL (Also enter on Line 1, Recapitulation) 28,500.00 l'lPA:'l-HUO-1 FlEV(4IW) Pagel I First American Title Insurance Company mE INFORMATION CONTAINED IN BLOCKS E., G., H.. I.. AND UNE 401 (8 \MPORTANT A. TAX INFORMATION AND IS 6EIN13 FURNISHED TO THE INTERNAL. REVENUE SERV1C.E. US. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT IF YOU ARE REOUIREO TO FILE A REf URN. A NEGLIGENCE PENALTY OR OTHER SETTLEMENT STATEMENT SANCTION WILL BE IMPOSED ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AHO THE Il'lS DETERMll-4ES THAT IT HAS NOT BEEN REPORTED; -~--~ B. Type ot Loan 1.0 FHA 2. 0 FmHA 3. 0 Conv. Unlns. ] 6. Rle Number 17. loan Number I 8., Mortgage Insurance Case Number 4.0 VA 5. 0 Conv. Ins. Co' NOTE: This form is furnished to give you a statement 01 actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(P.O.C.)' were paid outside the closing; they ere shown here lor Informatlonal purposes and are not lncludad In the totals. D. NAME AND ADDRESS OP BORROWER E. NAME, ADDRESS AND T.LN. OF SELLER F. NAME AND ADDRESS OF LENDER Joseph P. and De Ann M. McClOSkey Irene M. Kramer Estate G. PROPERTY LOCATION . H. SETTLEMENT AGENT Jan M. Wiley Camp Hill Borough PlACE OF SETILEMENT J. SETILEMENf DATE Dillsburg, PA J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SEU.ER: 101. Contract sales price 28.500.0' 401. COllUacts1Uespllce ," <no M 102. PersonalvroDenv 402. PeflllJnal prooerty 103. SeulemeJl! char.res 10 borrower (/ill~ 1400) >on n, 403. 104. 404. 105. 405. Adju.slmt'lll.l' for items paid by sdler in advance 28 820.0 Adjustments for turns potd by stller in advance 106. City/town ta;l;es " 406. City/town wes " 107. CountytaXet '0 407. Countytu.es " 108. SchoolllUes " 408. School Wet ' " 109. Water/Sewer " 409. WateifSewer '0 liD. . 410. Ill. 41l. H2. 412. 120. GROSS AMOUNT DUIi FROM BORROWER 28 820.0 420. GROSS AMOUNT DUE TO SELLER 28 500.0! 200. AMOUNTS PAID BY/OR IN 8EHALF OF BORROWER: 500. RBDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest mooey 501. Excess deoosil (see instructlonsJ 202. I'riodDall.mll:lunt of new l0an(!\.) 502. Settlemenl charges 10 se:lJer(lint I400} 203. ExilltlDJ~ IDan(!\.) taken subjecl to 503. 6:dstlng loan(.) taken subject to 204. 504.. Pay\}ff of finlt mortD.aRe loan 205. 505. 206, SOli Payoff of seCQnd mortgage loan 207. S07. 208. SOS. 209. 509. Adjustments for items unpaid by seller Adjustments/or items UlIpaid by sellltr 210. Cltyltown taxes. . ,. 510. City/towntaxes to 211. County taXes " 511. County taxes ,. 212. School taxes '0 . 511. School \lUes '0 213. WaterlSllwer w 513. Water!Sewer '0 214. 514.. 2IS. 5tS. 216. 516. 217. 517. 218. 518, 219. 519. 220. TOTAL PAlO BY/FOR BORROWER 520. TOTAL REDUCTION IN AMOUNT DUE SELLER 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SE'ITLEMENT TO/FROM SELLER 301. Oross llQ1.ounldue from borrower (line 120) ..:::tl,tL'::U.0 601. Gross lltuounl due to seJler(line420J <",5uO.O 302. Less lllllount. paid bY/for b\}ITOwer (Ii/U 220) 602. Less ~uctiOO$ in lUlIDunt dlle seller (line 520) 290.0 303. CASH lQ(FROM Oro BORROWER "28,820.0 603. CASH o FROM. ~O SEllER 28,210.00 ! have carefully reviewed the HUD-1 Settlement Statement and. to the best of my knowledge and balief, It ,Is a true and accurate s1atement of all receIpts and dIsbursements made on my account or by me In this transaction. I further certify that I have received a copy of this HUD.1 Settlement Statement. t direct and authorIze the Settlement Agent 10 make the distributions Indicated hereon for my account, recognizing thai the Setttement Agent is not reflponslb!e for the accuracy or validity of dIsbursement amounts or the completeness of charges made by others. Any ~~.;;=~-'~"---~~~~ ADDRESS ADDRESS e best of my knowledge, the HUD~ 1 Settlement Statement which I have prepared is a true and accurate account of the funds Which Were receiv aM have been 01" will be disbursed by the undersigned as par! of the settlement of this transactIOn. 121301 D~ OATf" J I IL. SETTLEMENT CHARGES Pagel FTPA3.HUD'lREV.(4/g0) 1 700. TOTAL SALES/BROKER'S COMMISSION: , PAID FROM PAID FROM 1 I BASED ON PRICE $ @ %- BORROWER'S SELLER'S Division of Commission (li/le 700) as follows; FUNDS AT FlJNDSAT 701. $ 10 SETTLEMENT SETTLEMENT 702. $ 10 1U3. CommissIon paid III Seuleme,it 704. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN . 801. Loan Origination Fee % 802. Loan Discount % 803. Appraisal Fee 804. Cred/tReaor! 805. Lender's Insnection Fce !O6. Morlga/te Insuraflce Ann[icalion Fee 801. DocumenlPrenarallorl 808. Tax Service Fee 809. Unde\"Writin<> fee 810. Processinll Fee 811. 812. 813. 814. 900. ITEMS REnUIRED BY LENDER TO BE PAID IN ADVANCE. 90L Inlerestfrom I. @$ Idav ( -da"s) 902. Mort"jUle Insurance Premium for monrnsto 903. ii82nrd In!lllrance Premium for ""ariD 904. 90S. 1000. RESERVES DEPOSITED WITH LENDER lOOt. Hazard Insurance mOnthS@S nel:\tlonth 1002. MOTto-aall Insurance monll;ts@$ vermouth 1003. Citvrrown taxes months@$ nerrnonth J004.Counlvtaxes months@$ Dllfmonth 100s.SchODllaxes monlhs@ $ nermontlt 1006. mOllths@S oermontlt 1007. monthll@$ oermolltlt 1008. montl1.s@$ oermonllt 1100. TITLE CHARGES llO\. Settlement or clodna fee to 1102. Abslract or title seacch to 1103. Title ex.amlnation 10 1104. Title insurance binder to IlOs.Docurnentnrcnarationto 1106. Notarv fee 10 ' on 1107. Auornev's fee to ({ndudes Ilbo\.'t ilems numbers; ) 1108.Titleiosllrancelo (ine/lldes QboVI! items nwnb..:rs; ) 1109.Lender'scoveralle $ I!IO. Owner's coveraae $ 1111.Endorsementfees ll12. ]113. . r--:.-:- 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES ,< on ~!tecordinl!fees: DeedS 35.00 ; M~r~l!e$ ; OtherS 1202. Local trDJIsfer tax/stamos: Deed $ 285. 00 285.00' l203. Stale trall3fet tax/stamns: Deea.$ 285.00 2"' ooV 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES I30\'Pellt Inspection to 1302. 1303. 1304. 1305. 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES (enter on fines 103, Section J tlJId 502, Section KJ 320.00 290.00 SOLICITATION OF SEll:.ER(S) TAXPAYER IDENTIFICATION NUMBER: SELLER IS REQUIRED BY LAW TO PROVIDE THE SETTLEMENT AGENT WITH HIS/HER CORRECT TAXPAYER IDENTIFICATION NUMBER. IF THE CORRECT TAXPAYER IDENTIFICATION NUMBER (T.I.N.) IS NOT PROVIDED, SEU.ER(S) MA,( BE SUBJEC1" TO CIVIL OR CRIMINAL PENALTIES IMPOSED BY LAW, ITEM e., WHICH CONTAINS THIS INFORMATION SHOULD BE CHECKED FOR ACCURACY. UNDER PENALTIES QFPERJURY, I CERTIFY THAT THE T.I.N. SHOWN ,IN THIS STATEMENilS MY CORReCT TAXPAYER IDENTIFICATION NUMBER. WM ',' 'f IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENT TO THE UNITED STATES ON THIS OR ANY OTHER SIMIlAR FORM. PENALTIES IW( )~ ;~TION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DeTAILS seE: TITLE 18 U.S. CODE, SECTIONS 1001 AND 1010. . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT J "i FILE ~lUMeiER "" I 21 -02-.01122 ESTATE OF Kramer, Irene Margaret All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I NUMBER i "-+-~"~"" I ! Met Life DESCRIPTION UNIT VALUE 28.8222000 I ___~___L._"_~__~~_ TOTAL (Also enter on line 2, Recapitulation) 'VALUE AT DATE OF DEATH 979 "95 I i i I I I I i i 1 I 979.95 ! , .I ... IMPORTANT TAX RETURN DOCUMENT ATTACHED ... Date Description Shares Sold Sale Price ($) Gross Proceeds ($) Tax Withheld ($) Net Proceeds ($) Trust Interest Balance 01/22/2003 Balance Shares Sold 34,0000 28,8222000 979,95 0,00 979,95 34,0000 0,0000 YOUR ACCOUNT HAS BEEN CLOSED. THE ATTACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT. Retain this number for future reference: Iuvestor ID: 8064 7934 0948 For information concerning this statement. call MetLife, lnc.'s Transfer Agent, Mellon Investor Services toll free at 1-800-649-3593 ., \ , SFULL (06-02) PLEASE DETACH ALONG THE PERFORATION F 0120 0000026 ! I I I 1 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY *' CQMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT \ FILE NUMBER' 21 -,02 ~ 122 ________ ESTATE OF Kramer, Irene Margaret Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH ~.,--- I Members 1st Federal Credit Union Account Number 222227-00: 374.81 2 Members 1st Federal Credit Union Account Number 222227-40: 55,325.95 3 PNC Bank Certificate of Deposit Account Number 31100218849: 27,256.75 4 PNC Bank Burial Reserve Account Number 31400171619: 11,446.43 5 PNC Bank Checking Account Number 5001986433: 3,721.39 6 Wachovia Securities, Inc. Account Number 4895-3540-1: 60,407.90 7 Refund from Churcb of God Home: 4,423.00 TOTAL (Also enter on Line 5, Recapitulation) 162,956.23 'W SCHEDULE F JOINTLY -OWNED PROPERTY i ,L_~__________ -I FILE NUMBER -~--~-,--- , I 21-02-01122 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF Kramer, Irene Margaret If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G, SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Kervin K. Kramer B81 U. IIauun<1 ~~: .j'13 ~.l"i:h~. CarliGl.,PA 179U c..-~tW\\l".,.nOII 221 S. Washington St. Mechanicsburg, P A 17055 Son B Paul R. Kramer, Jr. Son JOINTLY OWNED PROPERTY: -- ~ER TE DESCRIPTION OF PROPERTY l : % OF ~ DATE OF DEATH ~E: F6~1J~;NT ~~DE Include name otfinanctal instltutton and bank account numb:, DATE OF DEATH , DECO'S VALUE D;-'- NUMBER iTENANT: JOINT ~~t~;:;'lar Identifying number. Attach deed far JOintly-held real VALUE OF ASSET ~TEREST, DECEDENT'S INTEREST - -1 - ;\&B--I 07/20/20011 PNC Bank Account #31700214739:----------i'73,929.76 33.33331 - 24,643.23 I ' I I 2 A&B 07/25/20011 PNC Bank Account #5003838274: 10,552.371 33.33331 3,517.45 I : . I i I . I I i , TOTAL (Also enter on line 6, Recapitulation) 28,160.68 , I Wachovia Securities, Inc. / .c:/" -' tJ.fi/O NO: 820- 35699 ACCT: l~G"P:5'-']~~'j.4(} ...:L ES"fA'l'E OF IRENE M KI?AME:R Ol/Oi'/'03 O~:l2 O::l~:; (S '/ (,;1 ,.,'''.~ <.' CHE:, (; K 1 ::::~~:::UE:. U TUTtlL ~aY. ~ (:;ou .' .(~O"j' . \~:;O 60.'A()7,?O ; . 0000 549561 (700/Ctn Rev 05) Account' carried by First Clearing Corporation, membar New York Stock Exchenge and slPe. PlEASE~CHBEFORE DEPOSITING MemberslST FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg. PA 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 222227-00 09/0912002 $374.79 $.02 $374.81 None CERTIFICATE OF DEPOSIT: Account NumberlSuffix Date Certificate Purchased PrinC'lpal Balance at Date of Death Accrued I nterest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 222227 -40 1 YR 09/09/2002 $55,322.05 $3.90 $55,325.95 None DIT UNION JanLlary 31 , 2003 Estate of: IRENE M. KRAMER Date of Death: 1210212002 Social Security Number: 167-14-7929 JAN-20-2003 22:35 PNCEANK 412 '768 3458 P.B! - 0PNCBAN< January 21, 2003 The Wiley Group Altn: Jan M Wiley Esquire 1 S Baltimore St DilIsburg, Pa 17019 scp RE: Estate of Irene M Kramer (Deceased) SSN: ]67-14-7929 DOD: ]2-02-2002 Dear Ms Wiley: In response to your request for Date of Death balances {or the customer noted above. our records show the following: Certificate of Deposit Established 07-25-2000 IRENE M KRAMER DOD balance: $27,241.43 + $15.32 accrued interest Account#31100218849 ':\\212..'5(.,'S Account#31400171619 Established] 2-<l2.1999 IRENE M KRAMER BURIAL RESERVE ACCOUNT DOD balance: $11,446.43 + $0,00 accrued interest Account#31700214739 Established 07 -20.200 I IRENE M KRAMER KERVIN K KRAMER PAULRKRAMER " DOD balance: $72,772.38 + $1,157.38 accrued interest ;: ..-1J 13, Cj :l {~ IL.,: Cbecking ACCouDt Account#5001986433 Established 02-19.1999 IRENE M KRAMER DOD balance: 53,720.27 + $Ll2 accrued interest J!l 3 .p. \. -:,q I Page 1 ef2 22:35 PNCEANK 412 768 3458 P.02 Savings Account Account#5003838274 Established 07-25-2001 IRENE M KRAMER KERVIN K KRAMER PAULRKRAMER DOD balance: $10,549,52 + $2.85 accrued interest ~ jj 10 S~d, ( Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items. please call1-88S-PNC-BANK (1-888-762-2265) or slop by your local PNC Bank branch. office. s~ -:J. ~ Erica L Schlegel PNC Decedent Reporting FirslSide Center 500 Fin. Ave., 4" Fl CIF Pittsbursh P A 15219-3128 1-800.762-1775 Member FOrC , Page 2 of2 TOTRL P.02 *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ReSIDENT DECEDENT ESTATE OF Kramer, Irene Margaret SCH3:Il1..E H Fl.N:RAL.EXPENSES & ADI\INSTRAT1VE COSTS I , I I \ I FILE NUMBER - , 21-02-01122 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. DESCRIPTION --t AMOUNT 2 FUNERAL EXPENSES: Michael J. Shalones Funeral Home: I Frank Snyder & Son (Monument): Social Security Number(s) I EIN Number of Personsl Representative(s): City Relationship of Claimant to Decedent 4. Probate Fees Register of Wills: 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions State Zip Street Address City Year(s) Commission paid z. Attorney's Fees Wiley, Lenox, Colgan, & Marzzacco, P.C.: 3. Family Exemption: (If decedent's address is nat the same as claimant's, attach explanation) Claimant Street Address State Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees David J. Lenox, Esquire 7. 1 Other Administrative Costs Settlement costs from sale of real estate: 2 Cumberland Law Journal (advertise): Total of Continuation Schedule(s} I I -1-- I TOTAL (Also enter on line 9, Recapitulation) 5,097.62 1,245.00 II ,000.00 298.00 250.00 290.00 75.00 2,921.63 21,177.25 'W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & Ad11i lisbdtive Cos1s continued ESTATE OF Kramer, Irene Margaret 3 The Sentinel (advertise): 4 Register of Wills (file Disclaimer): 5 Register of Wills (filing fee): 6 Camp Hill Church of God Home Expansion Fund: 7 P A Department of Revenue I' FILE NUMBER 21 - 02 - 01122 , I I I i I [ I Page 2 of Schedule H 122,63 9.00 25.00 2,500.00 265.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER -.~--_._- - i 21-02-01l~~___~_ ESTATE OF Kramer, Irene Margaret Include unreimbursed medical expenses. ITEM NUMBER 1 Brockie Pharmatech: DESCRIPTION AMOUNT -----_..~._--_. --.. 7.00 2 Mobile X-Ray Imaging, Inc.: 53.89 3 Girstwite Family Practice: 9.63 4 West Shore EMS: 381.00 TOTAL (Also enter on Line 10, Recapitulation) 451.52 REV.1li13 EX+ 19-00) ESTATE OF NUMBER I. *' I SCHEDULE J I BENEFICIARIES I l~,__.__~__-.-L___ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I' FILE NUMBER---- ,-- .~:02-01~~ _ __ RELATIONSHIP TO I AMOUNT OR SHARE DO e;?I;~='~!.'~ OF ESTAT~___._ Kramer, Irene Margaret NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions) Kervin K. Kramer 373 N. 19th St Camp Hill, PA 17011 Son one-half residuary estate, 2 Paul R Kramer, Jr. 221 S. Washington St. Mechanicsburg, P A 17055 Son one-seventh of remaining one-half of residuary estate 3 Clyde L. Kramer 42 Kensington Drive CampHlll,PA 17011 Son one-seventh of remaining one-half of residuary estate 4 Lewis F. Kramer 3616 Kohler Place, Apt 3 Camp Hill, PA 17011 Son one-seventh of remaining one-half of residuary estate II. See Continuation Schedule(s) attached , Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet NON-TAXABLE DISTRIBUTIONS: 'A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I , I TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, __.._ ~._____.______.____'_ ..L._ *' I L SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ---~"---- ESTATE OF Kramer, Irene Margaret ~UM~ER~. _ NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY - Dnclude outright spousal distributions, and transfers under I. AXABLE DISTRIBUTIONS Sec. 9116(.)(1.2)1 5 Harry G. Kramer 397 PItt SI. Enola, PA 17025 6 Richard R. Kramer 636 Gater Lane Enola, PA 17025-1610 7 Mary Ellen Simpson 21 17 Princeton Ave. Camp Hill, P A 17011 8 Ann Marie Snizek (Daughter of Melvin R. Kramer, deceased) 154 Florence Drive Harrisburg, P A 17112 - ~_._.- I rLE N~I~B~~ 01:- - ..- RELATIONSHIP TO I AM~UNTO~SHA;E'- DECEDENT ! DO Not Ust TN.teels) OF ESTATE Son one-seventh of remaining one-half of residuary estate Son one-seventh of remaining one-half of resduary estate. Daughter one-seventh of ! remaining one-half of residuary estate. Granddaughter one-seventh of remaining one-half of residuary estate. Page 2 of Schedule J i . . .. FF" ~ L' E " \.,' DISCLAIMER OF INTERES'f IN THE ESTATE OF IRENE MARGARET KRAMEE, AfK/A IRJj;NE M. KRAMER AfK/A IRENE F. KRAMER CARLISLE BOROUGH. CUMBERLAND COUNTY. P A FILE NUMB}1:R: 2002-01122 PA NUMBER: 21-02-0122 I, DONNA LEE KRAMER DAWKINS, the undersigned, do hereby renounce, disclaim, and refuse to accept any interest I may have in the Estate of IRENE MARGARET KRAMER, AJK/A IRENE M. KRAMER, AJK/A IRENE F. KRAMER, given to me by the Last Will and Testament of IRENE MARGARET KRAMER, AJK/ A IRENE M. KRAMER, A/KJA IRENE F. KRAMER, the decedent above named, dated June 19, 1998, and duly admitted to probated on December 13, 2002 in the Office of the Register of Wills in and for Cumberland County, PA. This renunciation and Disclaimer is hereby duly acknowledged and is served on the Executor of the Estate of IRENE MARGARET KRAMER, A/KI A IRENE M. KRAMER, AIKJ A IRENE F. KRAMER, and on Cumberland County Court within nine (9) months from the date on which the decedent's Last Will & Testament was admitted to probate. The undersigned beneficiary has not and will not receive any consideration in money or money's worth for this Renunciation from any person or persons whose interest is to be affected by it. The interest of DONNA LEE KRAMER DAWKINS is hereby disclaimed as the beneficiary of the decedent's estate, in favor of KERVIN K. KRAMER, PAUL R. KRAMER, JR., CLYDE L. KRAMER, LEWIS F. KRAMER, HARRY G. KRAMER, RICHARD R. KRAMER, MARY ALLEN SIMPSON, AND ANN MARIE SNIZEK, equally. This Disclaimer passing the entire estate share of IRENE MARGARET KRAMER, AJK/ A IRENE M. KRAMER, A/KIA IRENE F. KRAMER, is made in accordance with the Statute on Disclaimers, pursuant to 20 Pa. C.S. Section 6201, . .. et seq., and is to be delivered to the co-executors, PAUL R. KRAMER, JR., AND KERVIN K. KRAMER, and is delivered in accordance with Section 6204 of the act, to the Register of Wills, Cumberland County, Pennsylvania. DATED: k/-./g d?cJ~ J)~/~~ DONNA LEE KRAMER DAWKINS STATE OF :MICHIGAN COUNTY OF SS On this, the 12- day of February, 2003, before me, the undersigned officer, personally appeared DONNA LEE KRAMER DAWKINS, satisfactorily proven to be the person whose names is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. .tJ~:~,i ;\~llV.l>l U" ~SEAL) ~TARYPUBL!C-, " ~. r~ h:<ACL')~' MY COMMISSION EXPIRES: Barbara Bush County of Saginaw State of Michigan My Commission Expires 12/30106 ~~~ ~~''~ ~ ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (O1-OS) ,;..: DATE 06-09-2003 ESTATE OF KRAMER IRENE M DATE OF DEATH 12-02-2002 FILE NUMBER 21 02-1122 '~~ .J~s~ ~ ~ r~ ~ ~~,~ COUNTY CUMBERLAND JAN M WILEY ESQ ACN 101 THE WILEY GROUP Amount Remitted 1 S BALTIMORE ST ~„',ti; DILLSBURG PA X7lQI';9 ~ti:. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~I ------------------------------- -------------------- ------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KRAMER IRENE M FILE N0. 21 02-1122 ACN 101 DATE 06-09-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 28,500.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 97 9.95 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16 2,9 56.23 tax payment. 6. Jointly Owned Property (Schedule F) (6) 28,160 .68 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 220,596.86 APPROVED DEDUCTIONS AND EXEMPTIONS: 21,177.25 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9l 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 451.52 11. Total Deductions (11) 21 .628.77 12. Net Value of Tax Return (12) 198, 968.09 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14 Net Value of Estate Subject to Tax (14) 198, 968.09 . NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 198, 968.09 X 045 . 8, 953.56 17. Amount of Line 14 at Sibling rate (17) • 00 X 12 . 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 Principal Tax Due 19 (1g)= 8,953.56 . rwv nnrnrT~+. . DATE NUMBER + INTEREST/PEN PAID (-l AMOUNT PAID 02-25-2003 CD002227 405.00 7,695.00 04-15-2003 CD002464 .00 853.56 TOTAL TAX CREDIT 8,953.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 V ~/ dK Narne of Decedent: -~r~-~1 ~ M Qa''~a Ck,r~-~- ~ rGC rn~ r Date of Death: /,~ f0~ /~G~b o~ Will No. ,a~ ~-Da -b fl ~~ Admin. No. 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 / No 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 No ~/ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes _~~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~-~ `~-~'-~ ~_~ ~ic-rl Nt . I ,tom a (Pia tC5 R L' i ~'~. Name (Please type ~~ prints ~~~ .~. l_) l.~irrl0r-~ S7-. Address ~-~;/ UY~ ~~¢ h~ t Tel. No. Capacity: Personal Representative ~~ Counsel for personal representative