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)
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(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 . '
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Irene M. Kramer , Female 167 - 14 - 7929 .• December 2, 2002
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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,~,„,~
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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
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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
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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)
....
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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