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HomeMy WebLinkAbout01-0265 PETITION FOR PROBATE AND GRANT OF LETTERS Estate of Gertrude H. Kraft also known as No. To: 21-01-265 late of Lower Allen Township, Social Security No. 195-01-5638 The petition of the undersigned respectfully represents that: Your petitioner(s) is/are 18 years of age or older and executrix , Deceased. Register of WilJs for the County of CUmberland in the Commonwealth of Pennsylvania named in the last will of the above decedent, dated July 30, 1996 and codicil(s) dated (Slale rele..'anl Clrl'UmSI.lInCcs, e.g. renunci,uion. dealh of cxC',"ulor. elf.:.) CQmberland Decedent was domiciled at death in / County, Pennsylvania, with ler last family or principal residence at 824 Lisburn Road, Camp Hill, Pennsylvania 17011 (lower Allen Township) Ili",1 lrllre.:1. numher Mnd municlpali1y. Indude Town.hip or Borough) Decedent, then 98 years of age, died Februarv 6, 2001 at ManorCare, 1700 Market street, Camp Hill, FA 17011 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) (If not domiciled in Pa.) (If not domiciled in Pa.) Value of real estate in Pennsylvania situated as follows: All personal property in excess of $ $ $ $ q,ooo.OO Personal property in Pennsylvania Personal property in County WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. nUI.mcnlary. Adm,n;"'.",r. eTA" Admlnulr.liun. d.bn.c.l...) s ~ ~ 2507 Market Street -;:;; 1:: ~ g ~:~ Camp Hill, PA 17011 ~~ c .. Vi / b -2 I b -0- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 SS COUNTY OF The petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal rcpresentative(s) of the above decedent petitioner(s) will well and truly admin' ter the estate accor 'ng to law. Sworn to or affirmed and sub- scribed before me this 9th _ day of ~CH' 2001 t,/-(Jl:!P,U;i""P' /;i7'~~ (..../,' .' For the Register E' ~ ~ Vi j ~ ...... I (J) ::n -::OX en 'i:l 0 ~ no I 0- ..., 'R', cT OJ 0- 'i:l::S"O 0 0 r- cT 0.. "T1 c::: ~ ~ 0" Z & CD o ::s OQ ~ ~ ~ o ~,I'D (') (b ? (I] ... ;. en 0 cT ttj ~ l' ~ ::s: ~ 0 5 ~ G') ~ ::s (") (b tzj trj 1-1- ~ 0. 0 ~ ..., ~ 0. ~ (b ~ ~ '-. rJ'1 N "1 ~ ~ :::s cT ~ ~ ~ tT1 ~ I CD > -...: CD () 0 ~ 0 t1 \?'l 11 (") tT1 ~ ~ (J) tn ... ::c: tH I cT t1 ~ c: (') ~ "? tT1 ~ N 11 ::0 I ttj \0 tT1 ~ 0'\ m tI1 p (I] ~ ~~ ~ ~ en tn == tr1 V1 ~ ~ tT1 (.I) 0 r c1- (.I) ..... N 0 1-1- 0 ::,q 0 ~ 11 0 \' z CD ~ ~ ~ 0 0'\ ...... ~ )II '''t -:-- 0 V1 N W 0 ~ H t-3 i 0 0 0 0 0 0 0 0 0 0 ...... \.0 0'\ N W DECREE OR PROBATE AND GRANT OF LETTERS AND NOW, MARCH 9 2001 ,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s), dated July 30, 1996 described therein be admitted to probate and filed of record as the last will of Gertrude H. Kraft and Letters Testamentary are hereby granted to Barbara Carey , . '/ . ~L"//? 'rij:tuu, ~tuJ/JC. Urnl<.c/ '-r " egister oj Wills I ~ -h . is to certify thar rhe informarion here given is coneedv copied from an original ce_rrific~re of dearh du~~ filed with me as [_,)..', I Registrar.~ The original ccrtitlcare will be forwarded to the Srare Viral Records Office tor permanent fIling. WARNING: It is illegal to duplicate this copy by photostat or photograph, P 7176185 ~{~tp~ 1It~\..l;/-~:tfi~ ,<,I ~'~,/' -",'J" L--';:' ~l' ~I . . ''l ~\ ,'~ ~/ aa.~('?~ I'~ OC::( ..' ~ \ -p ~ ~~. . .. 'i~~ ~~f ~'#.' I.....~ ~'~\ ~.~~' ~~ \~*~"'/*f ~ a' ~'d_ . .i~,~ ,':. ~", . /~ " '\... ~ 0" ..... / ~ \' "-;.~-~, W1MENl ~{~~.t~l\ ............,....,,/ ,.........//" If' II J J I" f Iy /~ ':f>,""'" u~~:,~-?(./ ,.,.. / c.-' .-?--'" ' (// 'J .. , ~~"-1'~'..!...df-tY-'Z~;1 a-- 1/ I Fee for this certificate. $1.00 Lucal Registr,H No. Frs 0 0 2001 Date 21-01-265 . Rey 2187 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH 824 Lisburn Road Camp Hill, PA 17011 Products DECEDENT'S ACTUAL RESIDENCE (See InsltuCllOna on oII>e. Sldel '/lIAS DECEDENT EVER IN U.S. AAMED fORCES? Yea 0 NoJZ1 STAlE FILE NUMBER SOCIAL SECURITY NUMBER NAME Of DECEDENTtF,;S1 M.;;.;e~--"'-'---"------------------ SEll 1. AGE (LaSl BwthOaYI Gertrude UNDER 1 YEAR Monlha Oaya H. UNDER 1 OM HounI Minul.. J. female 3. 195 01 5638 6 2001 5. COUNTY Of DEATH 98 v.... BIRTHPV.Cf (C'ly o"d PlACE Of DEATH ,C~ecJ< 0llIy OI'e - ... ,nSllucloOn'$ on OllIe. -I Stale Of FCI""JO Coun"vl HOSPITAL; Inpah.nl 0 ERiOulDaliant 0 OOA 0 7, Erie PA ... fACILITY NAME (II not ,n5NIJto<>fl. g,ye S/1e8lonO nome.." =oIy)O 1 lb. Cou Did declldenl IiYe W\ . Cumberland lClwMI\ip? 17e1.D ::::=':::01 MOTHER'S NAME ,F.st Moddle. Malden Surname) ,.. Jose hine Anderson INfOflMANT'S MAILING ADDRESS (SIr.... CoIyfTown. Slala. Zip Code) . 824 Lisburn Road, A t. 614, Cam Hill PA 17011 PlACE OF DISPOSITION. NarM of Cama181Y. Cramalo<y lOCATION. CilyfTown. Stal.. Zip Coda or 0IIlar Pla<:. Lakeside Cemetery 21c. 14. 17cJ21 ~,decadanlliYlld in MAAITAl STATUS. MarnacI N._ Men*,.~, OM>rcad (Speedy) widowed white SURVIVING SPOUSE (II wol.. \I've maooen namel Cumberland Ie. Camp Hill DECEOEI'IT'S USUAl OCCUPRION (~~.: w:r:;.. 0.: ':::':L~ . ,,~ecretary/Bookkeeper 1~ Food DECEDENT'S MAILING AOOAESS (SIr...1. ColyflOwn, SIaIe. Zop Code) 171. Statl Lower Allen 1Wp. I" !'RHER'S NAME (Fwsl. MoOdIe. LaSl) _ Gustav Larson INFORMANT'S NAME (T ypllIPr""l __, Alphild J. Glatzert METHOD OF OISPOSlTION 1lurial.r7f Cremation 0 ~"omSta'eD 0Iher(~\ CJIy/borO LICENSE NUMBER Ub, FD 013 340 L 10 l/la bell 01 my knowledge, death OCCIJrred allhe lime. dale and place Slaled \SignaI",e and Hie) 21e1. NAME AND ADDRESS Of FACILITY Par the mo r e 22c. Erie, PA 16505 2001 11_ 24-28 musl be c:ompIeled by c--n who pronounca deatll. 23b. 23c. ......S CASE REFERRED TO MEDICAL EXAMINERiCORONER? Ve, 0 No0 PART II: Other signilk:anl cor-. conIribllling 10 death. Ilu1 001 ........ing in 1111 UftCIer1ylng ea... QiYen in PART I. _DunE CAUSE (fooal .-cr conddoOn r-.o"'_)- ~Iiol___ iI anr.lNdin91O irMIediat. _. E_ UNDeRLYIHO CAUSe (00MaM Of ...-Y ...-- .-....g '" _I LAST \ : DUE 10 (OA AS A CONSEOUE NeE Of)' WAS AN A\J1OPSY PERFORMED? weRE AUlOPSY fiNDINGS ~E PRIOR 10 COMPlETION Of CAUSE Of OEJiI'H? MANNER Of DEATH DATE Of INJURY 1M"""'. Day. -.eat) TILlE Of INJURY INJURY AT YoIORK? DESCRIBE HOIN INJURY OCCURRED, Natural .0 o o Homoeide Acclde'" Pendtnc,lIn_NJallon o o o PlACE Of INJURV, AI hom.. tar':~;_. racto<y. offic. bulldinO- e1C. ISpec,ly) 308. '1M 0 NoD "MEDICAL EXAMINER/CORONER On the ba,il 0' l.amin.lIon Indlor inv.slivalion. in my opinion. de.lh occurred allhe lime, d.le, and place. and due 10 the c.u,.(s).nd ",annM .. .t'IeO" ' . . , . . , . . . . . . ' , . . . ' . , , . , , ' . . . . . . . ' . . . ' . . . . . . . . . . . . . . . . , . , . . . . . . . ' . . , . . . . . , . , . . . . . . . . . . . , , . . . . . . , 311, REGIS o \1oL\ 3 'lMO Nag! v.. 0 NoD Suocido CooId not be delermlned ~ 2.... CEllTIFlER ,Check only one) 'CERTIFYING PHYSICIAN (PhysICoan cerllly>ng cause of death when ""OI~er phYSIC"'" has prOrlOlJnce<l <lealh ana completed Item 23) To..._lol....,knowledge. .a1hoccurrecl_lOlhac.uM(,)anclmannar., 'laled.,.....,......."............... 21. o .PftONOUNClNG AND CERTifYING PHYSICIAN (PhVSClin txll/1 ;lIOOOUOCI"911e..l/1 and CertlfV"'g 10 cause of <leal~l To Iha _ 01 my know~", de.th OCCUfred II VIe _. ca.., and pIIC".nd due to It\a cau..(a) and mann.r .e ,tated,. . . , o >>. IL-- lell /~ r' Ij d:1.. tJ () I ~ McClure & Miller Attorneys at Law Suite 701 717 State Street Erie. PA 16501-1355 21-01-265 LAST WILL AND TESTAMENT OF GERTRUDE H. KRAFT I, GERTRUDE H. KRAFT, of the city of Erie, County of Erie and state of Pennsylvania, being of full age, sound and disposing mind and memory, do h~reby make, publish and declare this to be my Last Will and Testament, hereby revoking all former wills and Codicils by me at any time made. ARTICLE FIRST I hereby direct that all my just debts, including the expenses of my last sickness, my funeral expenses and the expenses of the administration of my estate be paid by my personal representative as soon as practicable after my death. All federal, state and other death taxes payable because of my death with respect to property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty thereon, shall be considered a part of the expenses of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ARTICLE SECOND It is my express desire that the James Scott Funeral Home, located at 2104 Myrtle Street, Erie, Pennsylvania, handle all funeral arrangements in connection with my death. \'\ ~ McClure & Miller Attomeys at Law Suite 701 717 State Street Ene. PA 1650 1-1355 ARTICLE THIRD I give and bequeath all articles of domestic or household use and personal effects equally unto my two nieces, BARBARA CAREY, of Camp Hill, Pennsylvania, and KAREN RAINEY, of Worthington, Ohio, or the survivor of either of them. This bequest shall not include any motor vehicle I may own. ARTICLE FOURTH All the rest, residue and remainder of my estate and property, real, personal and mixed, of whatsoever kind, nature and description, wheresoever situate and whenever acquired, I give, devise and bequeath as follows: A. One-fifth (1/5) share thereof unto my sister, ALPHILD GLATZERT, of Camp Hill, Pennsylvania, or her issue per stirpes if she shall have p~edeceased me. B. One-f ifth ( 1/5) share thereof unto my niece, BARBARA CAREY, of Camp Hill, Pennsylvania, or her issue per stirpes if she shall have predc'::eased me. C. One-fifth (1/5) share thereof unto my niece, KAREN RAINEY, of Worthington, Ohio, or her issue per stirpes if she shall have predeceased me. D. One-fifth (1/5) share thereof unto my step-granddaughter, KIMBERLY DARNOFALL, of Durham, North Carolina, or her issue per stirpes if she shall have predeceased me. ~ ?i< McClure & Miller Attorneys at Law Suite 701 717 State Street Erie. PA 16501-1355 I I E. One-fifth (1/5) share thereof unto my step-granddaughter, CHRISTINE MERZ, of Erie, pennsylvania, or her issue per stirpes if she shall have predeceased me. If any of the above named in A. through E., above, shall have predeceased me without leaving issue, then that one-fifth (1/5) share or shares shall be divided and added equally to the other one-fifth (1/5) shares in A. through E., above. ARTICLE FIFTH In addition to the powers given by law, any personal representative acting hereunder shall have the following discretionary powers applicable to all real and personal property held by any personal representative effective without court order and until actual distribution: A. To exchange or sell for cash, property or credit, publicly or privately, or to lease for any term without liability on the purchasers or lessees to see to the application of the consideration; B. To distribute in cash or kind or partly in each at valuations fixed by any personal representative. C. To exercise any option, right or privilege granted in insurance policies and in connection with other investments; D. To compromise controversies; E. To inv2st in all forms of property without restriction to investments authorized for fiduciaries. McClure & Miller Attorneys at Law Suite 701 717 State Street Erie. PA 16501-1355 ARTICLE SIXTH I hereby nominate, constitute and appoint my niece, BARBARA CAREY, to be the Executrix of this, my Last will and Testament, to serve without bond. IN WITNESS WHEREOF, I, GERTRUDE H. KRAFT, the Testatrix above named, have here~nto subscribed my name and affixed my seal to this Will, which consists of this and three other typewritten pages which bear my signature in the margins thereof this 30th day of July , 1996. ~~ :1Il~ (SEAL) GERTRUDE H. KRAFT Signed, sealed, published and declared by the above named, GERTRUDE H. KRAFT, as and for her Last will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses thereunto in the presence of said Testatrix and of each other. ~?'1~~ / '- ~~ dJUL ~(}j.LIJl0 McClure & Mlller Attorneys at Law Suite 701 717 State Street Erie. PA 16501-1355 .' ACKNOWLEDGMENT TO SELF-PROVE WILL We, the witnesses and Testatrix, whose signatures appear below and whose names are signed to the attached or foregoing instrument, being duly sworn, do hereby declare and acknowledge to the undersigned authority: (1) that the said Testatrix signed and executed said instrument as her Last will and Testament; (2) that she signed willingly; (3) that she executed it as her free and voluntary act for the purposes therein expressed; (4) that each of the said witnesses in the presence and hearing of the Testatrix and of each other signed as witnesses; and (5) that the Testatrix was, at the time she signed said Will, eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. /~y~ ~4_~,(l~ witness 0 j -. suite 701. 717 State st.. Erie. PA Address &dJLlJ dtfL /lt10L/~ witness suite 701. 717 State st.. Erie. PA Address Sworn to and subscribed to before me above-signed Tes~atrix and the above- signed witnesses this 30th day of July , 1996. ~ "--'r-- \~~:, -", /i f: " (.:'~/t..-,7' ~{.-. r r / . ~-t: ,~- c..-~C~- Notary Public I::]-=---~=--__.__'_~u___ NOTAFUgl,l 8~Al. . DOH~'A M - ;f'';Y~?~ ~!J I . ERniE, HUf ~QU!\Bn - '." BUe t___~\'_~~~~~G~,~~~f$ 0;,:1 "9, '999 . ...._....-...__..~-_._J t - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Gertrude H. Kraft Date of Death: February 6, 2001 File No. 21-01-0265 To the Register: I certify that Notice of Estate Administration 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: Name Barbara Carey Alphid Glatzert Karen Rainey Kimberly Damofall Christine Merz Address 2507 Market Street, Camp Hill, PA 17011 824 Lisburn Road, Apt. 614, Camp Hill, PA 17011 48 Columbus Avenue, Delaware, OH 43015 5315 McCormick Road, Durham, NC 27713 3317 Cindy Lane, Erie, PA 16506 Notice has now been given to all persons entitled thereto under Rule 5.6(a). By: ~ DATED: April 17, 2001 el E. Teeter est Middle Street Gettysburg, PA 17325 (717)334-2195 Counsel for Personal Representative n1\d~~ ~O""'~~~ ~~~1ft~tc' 2sotc' ~""'() \d1\ t;'; S O,c.<::) t ~~~~~~ 00<::' \ ~~ '"" \\~,~ ~~<::)O.-.\cP ~ .'\oJ" ~ """ ~ a-. \ 1i" O~ '" th '':':'' \ \ r.) ~ .......,.,..0 ~ 0 ~ <::) ~,-~. \ '-{'o)O <::) ~O'- ~ fS\ "'. ~a-.O ~ Oc.\f\ C) ~ d\J\~ ~~ ~ $ ul ~ 0- S ~ ~ ....\ ~ -0 ~ ~ ~ ....\ o .. ~ n .. ~ ~ i ,CP , \....\ \-a \(1) \ \t'" .\~ \'" \ ,\ -\ ,\ " \~ \ .. , \ \~ \~ \7 \~ \r': \i \~ -~ "0 ~ ~ -$ <<1 ~ ~ ~ ~~ q ,. ~~G> ~ '" ,-~~~ ce ~';O~ ,. ,- r"' ~ ~ ~ ~ (I) "",~\f\ ~otrt~ ~cP~c::. .-.\ .-t'f\ ..(.~~,- \f\ ~~""t'f\ ,o~-;.-.\ G>,-'-~ t'f\ .-.\ I.f\ ~ A '"" 1i" ~: ;...1 ul ~ 1'- ~d~t .- \~\" ..... ""'~ ~~~c:. ~.J ~ 0 \P $ ~ "1\ .. .... -0 ;. 'i. ,.. ~ C) ~ d~ .... ~~ N ""'~ cr: ~e '$ <i~ .... "'" ~ ':). !is ~1 d~ ~~~ ~~~ n~~ ~~<J. Q" ,.. ~'JI':O " . t"": "1\ ~tQ~ a~~ ~~ 'JI':'%,~ V!U~ V' ,.. 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" Jj '''--" UJ ..:f" .=! eJ; :,""., v ~ ~ r' " ~ o :r m :0 m 'r< )> s o c Z -I f'-r; 13 ; r-~__ n..; IOtDOO :l>mCma J)"U;D"US: J)-im:l>s: (j)~~::;O CDoCs:z CO)Om~ ::DS"'zm (j) z-i::I> "U oae:; ::I> <"I aXa cm." ~<"U r-~m -ICZ ~mZ >< (JJ m -< en r < :l> Z j; j N CfJ 6 0) S z 0 ::t m "'TI :D "'TI =i - ~" 0 Zm - (")Z )> mZ r- ~cn Z-< ~ o!< m m)> 0 CJ)Z -1- m ~~ - -I -0 m -4 -I ~ >< Z 9 :t> )> ..s:~ u) m 01 (J1 en :0 m :: en i'J m X to E? /&.- .:;2/(c -> Q BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c;L V' REY-l"7 EX AFP (12-00) SAMUEL E TEETER TEETER ETAl 108 W MIDDLE ST GETTYSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-06-2001 KRAFT 02-06-2001 21 01-0265 CUMBERLAND 101 GERTRUDE H Allount Rellitted PA 17325 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=i6o'-ix-AFP--fl'2-:oo.r------...--iNHERITANCE-TAX-STAfEMENT-OF-ACCouiff--...--------------------- ESTATE OF KRAFT GERTRUDE H FILE NO. 21 01-0265 ACN 101 DATE 08-06-2001 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-11-2001 P R I NC I PAL T AX DUE: ........................................................................................................................................................................................................................... 6,182.28 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-04-2001 AA496556 306.44 5,822.28 07-09-2001 CDOOO032 .00 53.56 TOTAL TAX CREDIT 6,182.28 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) "v~/-C::>/h~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHE:JTANCE fA/-X DIVISION DEPT-r;- 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-18-2001 KRAFT 02-06-2001 21 01-0265 CUMBERLAND 101 SAMUEL E TEETER TEETER ETAL 108 W MIDDLE ST GETTYSBURG PA 17325 ()? S/ REV-1547 EX AFP el2-oo) GERtRUDE H Amount Remitted ( X) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 10,207.91 .00 64,446.73 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:is'4-j-EX--AFP-fI2":ool--NOT-icE--OF-'fNHEifiiANCE-TAX-A-PPRAisEMENT~--ALi-oWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KRAFT GERTRUDE H FILE NO. 21 01-0265 ACN 101 DATE 06-18-2001 TAX RETURN WAS: ) ACCEPTED AS FILED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 12,337.01 10.798.64 (11) (12) ll3) ll4) (9) llO) NOTE: To insure proper credit to your account, sub.it the upper portion of this form with your tax pay.ent. 74,654.64 ?3.135 61i 51,518.99 .00 51,518.99 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 .00 X 045 = .00 51,518.99 X 12 = 6,182.28 .00 X 15 = .00 ll9)= 6,182.28 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-04-2001 AA496556 306.44 5,822.28 PAYMENT MUST BE MADE BY 11-06-2001*. TOTAL TAX CREDIT 6,128.72 BALANCE OF TAX DUE 53.56 INTEREST AND PEN. .00 TOTAL DUE 53.56 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANA TION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER GERTRUDE H KRAFT REVIEWED BY ACN 2101-0265 101 John Kealy SCHEDULE ITEM NO. EXPLANATION OF CHANGES G 1 The $3,000 exclusion has been disallowed. The exclusion cannot be taken against accounts listed as "transfer on death" (TOO) or against "in trust for" (ITF) accounts. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TEETER SAMUEL E 108 WEST MIDDLE STREET GETTYSBURG, PA 17325 ___h_h fold ESTATE INFORMATION: SSN: 195-01-5638 FILE NUMBER: 21-2001- 0265 DECEDENT NAME: KRAFT GERTRUDE H DA TE OF PAYMENT: 07/10/2001 POSTMARK DATE: 07/09/2001 COUNTY: CUMBERLAND DATE OF DEATH: 02/06/2001 NO. CD 000032 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $53.56 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARBARA R CAREY C/O SAMUEL E TEETER ESQUIRE CHECK#13 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $53.56 MARY C. LEWIS REGISTER OF WILLS STATUS REPORT UNDER ORPHANS' COURT RULE 6.12 Name of Decedent: Gertrude H. Kraft Date of Death: February 6, 2001 Estate No. 21-01-0265 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 0 NoD 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? YesD No0 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 D No 0 (insolvent estate) 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. muel . Teeter, Counsel for Personal Representative 108 West Middle Street Gettysburg, PA 17325 (717) 334-2195 Dated: May~, 2001 .f COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT.280601 HARRISBURG, PA 17128-0601 Jb . (;JIb - oS REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT c ~ REV_1500EX (6-Olll OFFICIAL USE ONLY FILE NUMBER 21 01 0265 COUNTY CODE YEAR NUMBER eCEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER KRAFT, GERTRUDE H. DATE OF DEATH (MM-DD-YEAR) 195-ll1-5638 I- Z W <:> w u w <:> DATE OF BIRTH (MM-DD-YEAR) 02/06/2001 02/16/1902 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Litigation Proceeds Received 02. Supplemental Return 03. RemainderRetum (d~leofdeathPliorloI2-1J..82) o 4a. Future Interest Compromise (dale 01 dulh after 12_13-112) D 5. Federal Estate Tax Return Required o 7. Decedent Maintained a Living Trust (Alb.o;hcopyofTf\I$l:) _ 8. Total Number of Safe Deposit Boxes o 10. Spousal Poverty Credit (dateofdeatllbetween12~31-91 and l-l-SS) 0 11, Election to tax under Sec. 9113(A) (Atlach$ch0) "' ... >::~'" Uo..>:: ",015 ~a::..J ~0..1Il ~ ~,. D. ~6. 09 Limited Estate Original Return Decedent Died Testate (Atta.ch ccpy ofWllI) TEETER, TEETER & TEETER 108 West Middle Street Gettysburg, PA 17325 1. Real Estate (Schedule A) (1) NONE OFFICIAL USE ONLY 2. 3. 4. Z 5. 0 < 6. ....I :J 7. l- ii: 6. <( () 9. W Il:: 10. 11 12. 13. Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable (Scheduie D) Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) Jointly Owned Property (Schedule F) o Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (2) (3) (4) NONE NONE NONE (5) 10,207.91 (6) NONE 61,446.73 (6) 71.654.64 12,337.01 10.798.64 (11) (12) (13) 'Y-I1~l:;.Rl:;. 48 518.99 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $48,518.99 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15, Amount of Line 14 taxable at the spousal tax 0 rate, or transfers under Sec. 9116 (a)(12) x,O_ (15) 0.00 ~ 16, Amount of Line 14 taxable at lineal rate x.045 (16) 0.00 ~ :::) 17. Amount of Line 14 taxable at sibling rate 48,516.99 (17) a- x .12 5,822.26 :E 0 18. Amount of Line 14 taxable at collateral rate x.15 (16) 0.00 () ~ 19. Tax Due (19) $5,822.28 ~ 0.0 CHECK HERE IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT !8~~~t.: ~~~~.$'~~~'::'''1:~B'>i:::{,:%t:::~~:?~ ,;BtW-::~: , " 1M ;::::. :M;' '~! .~~w.~;::::;.:::::W Dece en s omDI8 e ress: STR~ET ADDRESS 824 Lisburn Road CITY Camp Hill T STATE PA I ZIP 17011 d t' C I t Add iax Payments and Credits: (1) 1. 2. Tax Due (Page 1 Line 19) Credilslpayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A+B+C) (2) 291.11 291.11 3. Interest/Penalty if applicable D. Interest E. penally 4. TotallnteresUPenally (D+~) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Check box on Page 1 Line 20 to request a refund 5 822.28 0.00 5,531.17 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 tolal of Line 5 + 5A. This is the BALANCE DUE. (4) (5) (5A) (5B) 5. @:~ti*j*-,:m:t.E$-::;~$@R~~({":i~~*~*(::::1iliM~@ili~:ili?4.MH!@.tim~'?::1*~!*ili*~&tm$mm~1tt::t:B.-~@1~*~*@!t.~~1$@ili*lW$~8~;~@ili*~::j:!:3~![~iW*,~:{d@%1*~m:r:[%m~~.&:~t:.~~~..a-UB:.~?l-@ili:;fili mM PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BLOCKS Make Check Payable to: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or Its income; . c. retain a reversionary interest; or; d. receive the promise for life of either payments, benefits or cafe? . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity I or other non-probate property which contains a benefIciary designation? Yes o o o o o I;J o 5,531.17 No IKI IKI IKI IKI IKI o IKI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, including accompanying scheduleS and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATURE ~P~IB~ILl~ RETURN ADDR~SS 1 2507 Markel treet, Camp Hill, PA 170\\ SIGNATURE ER OTH HAN REP ESENTATIVE ADDRESS 108 West Middle Street, Gettysburg, PA 17325 DATE May 3, 2001 DAT~ Mayo, 2001 ue )= ~....:: . l L :::::ffiWb: . ::f*.t.? i~l:M;l!~fi:@j!*h~~:m~:r::::::~~w:%'ttf.:~lHr~:~1f':W~~t':t:\j':~r~::~1il:1:'Wm.@i'*/ <fW:h~:~~~~~~%fM{$l*%m;&: ~.:-:' . .!'?:W:::i:=m~~#~+?:~~#:;*@@k.~::&~ :r.at, ::,t$.Wt~t For 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 for the use of the surviving spouse is 3% [n P .5. ~9118 (al (1.1) (i)1. For dates of death on or after January 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 exemot 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. ~911 8(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.I !j9116(1.2) [72 P .5. ~9116(a)(1)1. The tax rate imposed in the net value of transfers 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH. BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plea8e Print or T e GERTRUDE H. KRAFT (All property iointly-owned with the Right of Survivorship must be disclosed on Schedule FI FILE NUMBER 21-01-0265 ESTATE OF ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH 1. PNC Bank Certificate of Deposit #31100186029 $5,350.07 Accrued interest to date of death 1.80 2. PNC Bank Checking Account #6288700635 4,518.03 Accrued interest to date of death 2.31 3. Commonwealth of Pennsylvania; rent rebate 240.84 4. Blue Cross-Blue Shield; refund of unearned premium 79.86 5. AARP; hospital insurance refund 15.00 TOTAL (Also enter on line 5, Recanitulation) (Attach additional 8 y," x 11" sheets if more space is needed.) $10.207.91 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "G" TRANSFERS GERTRUDE H. KRAFT FILE NUMBER 21-01-0265 ESTATE OF THIS SCHEOULE MUST BE COMPLETED AND FIl.ED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. DOLLAR VALUE ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DEC'D. OF DECEDENT'S NUMBER OF ASSET % INT. INTEREST 1. Lutheran Brotherhood Securities 3,000.00 64,446.73 100% 61,446.73 Corp. LB High Yield Fund - A, Acct. No. 73-7307191, TOO to Alphild Glatzert TOTAL (Also enter on line 7, Recapitulation) $61.446.73 (If more space is needed insert additional sheets of same size.) SCHEDULE H COMMONWEALTH OF PI!NNSYLVANIA FUNERAL EXPENSES, INHERITANCE TAX RETURN ADMINISTRATIVE COSTS AND RESIDENT DECEDENT MISCELLANEOUS EXPENSES Please Print or Tvoe ESTATE OF FILE NUMBER GERTRUDE H. KRAFT 21.-01-0265 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. Parthemore Funeral Home & Creation Services. Inc.; transport of remains to Erie funeral home $ 1,213.00 2. Burton Funeral Homes and Crematory, Inc.; funeral 10,511.76 B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: - - Vear Commissions paid 2. Attorney Fees - Teeter, Teeter & Teeter 450.00 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees - Cumberland County Register of Wills 60.00 C. Miscellaneous Expanses: 1. Cumberland County Register of Wills; filing inheritance tax return ($15.00) and underestimate on letters ($75.00) 90.00 2. UPS; overnight mailing charge 12.25 3. 4. 5. 6. 7. B. g. 10. 11. TOTAL (Also enter on line 9, Recapitulation) $12,337.01 (If more space is needed, insert additional sheets of same size.) COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF GERTRUDE H. KRAFT FILE NUMBER 21-01-0265 ITEM NUMBER DESCRIPTION AMOUNT 1 . Internists of Central Pa., Ltd.; medical bill 2. HealthSouth Rehab of Mechanicsburg - Renova Cente; medical bill 3. Manor Care Health Services; final bill 4. Pennsylvania Department of Revenue; 2000 personal income tax $ 100.00 2,813.00 7,627.64 258.00 TOTAL (Also enter on line 10, Recapitulation) (If mare space is needed insert additional sheets of same size) $10,798.64 COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF GERTRUDE H. KRAFT FILE NUMBER 21-01-0265 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. 2. 3. 4. 5. A. Taxable Bequests: Alphild Glatzert, B24lisburn Road, Apt. 614, Camp Hill, PA 17011 Sister '/5 residue of estate per ARTICLE FOURTH (AI of Will and TOD transferree of Schedule G, Item 1 account '/5 residue estate ART I FOURTH Will , /5 residue estate ART I FOURTH Will '/5 residue estate ART I FOURTH Will of per C L E (Bl of of per C L E ICI of of per C L E (01 of 1/5 residue of estate per ARTICLE FOURTH E of Will ITEM NUMBER Barbara Carey, 2507 Market Street, Camp Hill. PA 17011 Niece AMOUNT OR SHARE OF ESTATE 1. Karen Rainey, 48 Columbus Avenue, Delaware, OH 43015 Niece Kimberly Darnofall, 5315 McCormick Road, Durham, NC 27713 Step- Granddaughter Christine Merz, 3317 Cindy Lane, Erie, PA 16506 Step- Granddaughter NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Baquests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recanitulation) (If more space is needed, insert eddltional sheets of same sizel 0.00