HomeMy WebLinkAbout01-0399
Estate of
K o..y
((},y
PETITION FOR GRANT OF LETTERS
fVl Kramer No. ~J-OI-39'1
MarJef\e krarY'aer
also known as
, Deceased
Social Security No. I ~ b - ;2. ~ - 3/ 3 2...:
Petitloner(s), who is/are 18 years of age or older. apply)ies) for
(COMPLETE "A" OR "B" BELOW:)
~/ A. Probate and Grant of Letters and aver that Petitioner(s) islare the execut 0 r5 named in the Last Will of the
Decedent, dated ..jClI\v..Lll"' J Z. I 2..00 I and codicil(s) dated
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 incapacitated:
o
B. Grant of Letters of Administration
(eta. d.b.n.c.ta. pendente lite, durante absentia: durante mlnontatei
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Relationship
Resiaence
I
residence at
years of age. died
County, Pennsylvania, with his/her last family or principal
er-
Mar c h,rls~rleet.~~e; ;~unlc,14IitYbo t\'Joo Ii' A Venv.e, } up pc jr' A Hl"'!' Tw P
'-'
. (Location i C L J I
Lt th~r 11.(1111.
L6V-O")
Decedent, then
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..........
Value of real estate in Pennsylvania ............................... ...................
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petitio
the appropriate form to the undersigned
I
O~k[;J6d
........
Ave r1 u. e., I CillJ1l~ erlfAfJ
? q 5, {) D P . PO
DD
Total
Typed or printed name and residence
'ch
s- ),:12.. MC(l.clD~bCo~ VtI. ve.,
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Oath of Personal Representative
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) and 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 representative(s) of the
Decedent. Petitioner( s) will well and truly administer the e~or;Jf~. . '/
Sworn to and affirmed and subscribed /--'----- L~:C: "Iv
before me thiS 18 th day of //7 . // .
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DECREE OF REGISTER
Estate of Kay lVJ. Kramer,
Deceased
No.
21-2001-399
also known as
Kav Marlene Kramer
Social Security No: 186 - 2 8 - 3 3 2 3
Date of Death:
March 31,2001
AND NOW, April 20th 2001 ,in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters I1i Testamentary 0 of Administration
((et.a.. d.b net.. pendente lite: durante absentia. durante rTImonatel
are hereby granted to
Paul Krepich and Bonnie Krepich
in the above estate and that the instrument(s), if any, dated J an uary 2nd. 2001
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent
FEES
Short Certificates(s) ........?...... $
15.00
Letters .
$
340.00
Renunciation .......................... $
Extra Pages ( 6 ) ...............
18.00
Lrr-.{Y-
I. T. R.......................................
$
$
$
$
$
$
I n v e n to ry ................................
1.0. No:
f<~ ^j'dM f'" -:J.B ",-of Ie r
SI'J4ff
S-w N. 11hrd S-t 1(>0 !Jox 1004
Harl.~j,...~ j PA n'b8-/bO~
(11"1) :2 3 C:, - I '1 ~ ~
4-,-;[ .01
J C P Fee .................................
5.00
Attorney:
Other............ ............ .......... ....
Address:
TOTAL ...... ......................$
MAIL LETTERS TO ATTORNEY
378.00
Telephone:
DATE FILED:
JIIl'i ~Il'i fH'\' 'I, ,~h
This is to certify that the information here given is correctly copied from an original certificate of death dl!ly filed with me as
Local Rr;gistrar. The original cenificare will be forwarded to the State Vital Records OHlce for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Fee for this certifIcate, $2.00
P 7234468
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.200
Date
21-2001-399
~1I05 ; 4J A..... 2187
COMMONWEALTH OF PENNSYLVANIA e OEPARTMENT OF HEALTH e VITAL RECOROS
CERTIFICATE OF DEATH
TlPEJPRINl
IN
PERlIIANENT
BLACK INK
66
UNDER I D#
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.,
CtT't', 1lOAC, TWl' Of DEIIlH
==-"--===~"'SEX
STAlE filE ~U"8EA
SOCIAL SECuRITY NUMBER
NAME Of DECEDENllf... Mod<lle, laa,
DATE OF IIlRTH
,Monlh Oay ....,
a, Female 3, 186 - 28
8t1lTHPLACE 1.C.~ aM PlN:E OF DE1JH cCt>eck Ol'ly """ ,,, -;ee ,n5l''''''''''''' 00 \lIl'<!. -I
Stale Of f Cle.gn COtJnlfy) HOSPItAl
..ykens , I~I_ 0 EAlOulpa"e'" 0
1 PA Ie,
FAC"JT'Y NAME (It noIIllY'fUllOI'. gIve SIfN at1d numbefl
2001
Ka
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COUNTY OF DEAlH
DECEDENT'S USUAL OCCUMlOlC
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DECEDENT'S MAILING ADDRESS (SIrN" C....I1i:>wn, SlaIe, ZIP Co<1el
1 4 Oakwood Avenue
Mechanicsburg, PA 17055
DECEDENT'S
ACTUAL
RESIDENCE
(See IflSIrucllOl\&
"""",-, ....,
l7e, SlalePennsy 1 vania
MARiTAL STATUS.__
Ne_ Man""', W_.
OO-'*' (Speclly)
f.. Widowed ft.
1'.x:J ......__in Upper Allen
RACE, Amenc:an indoan. 8lo<:I<. Whil., elC
~I
IO,White
SUlMVlNG SPOUSE
1"_,ijNe__1
....
Cumber land
...yPper Allen ....
KIND OF BUSINESs/INDUSTRY
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171t, Coun
Cumberland
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FATHER'S NAME IF.st, 1.1-" last)
18. Mar lin Blain Messner
INFORMANT'S NAME (T ypelPfll1l)
. Denise K Kr
METHOD OF DISPOSITION
O 8uNI 00 e......loon 0
~ 0lheI (Spec....'
af..
SIGNATURE OF FpN
CIIy_
r
DATE OF DISPOSITION
(MonIh, o.y, _I
o 2,1t,A
OR PERSON ACTING AS SUCH
OlheI.ognoIlconl _ conIIobuIin9IO ctealh, buI
_r.IUII"'9"'_~"'" _ inlWlll,
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QUE 1\)100 AS A CONSEOUENCE OF)
DUE TO COO ASA CONSCOUENCE Of)
NaIUlal
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DATE OF INJURY
(Mon" Day, 1Il..,
TiME OF INJURY
I~RYIIl~1
DESCRIBE HOW INJURY OCCURRED
WERE AUTOPSY FINDINGS
_lAllLE PRIOR to
CO&.IPlETION OF CAUSE
OF DEAlH1
MANNER OF DEATH
_ 0 No!\ Y.. 0
Be, 211>,
CElITlFtf.R tCN.Ck ""'v one,
"CERTIFYING .....ySICIAN WhySIIC...... Cefl.....1flg cause ~ dealolfwhen .lnott'et" llh....~,all hdS P'OI)()l.JI"lCed d~<uh ano COl'npll:loo l1em 231
To the be.. o. m.,. knowledge. death occuned due 10 !he clu.e(.land m&nMr .. atated
Accadenl
Pondlng 1n....51'9alioo
o
o
o ~.CE OF INJURY - AI horn., tilr':.O:~.el. ladOf't. olfic~ ....
building. etc. ISpecl'V)
JOe.
Vas 0 NoD
No X[
SuK:tde
CoukJ not ~ delermlnea
31b,
lICENSE NUM.8E ~Dl_,DaY,_1
[) 31 R..II~" e_~~_-.-h~~2- - 0 ( ___
NAME AND ADDRESS OF PERSON)\/HO COMPLETED CAUSE OF DEATH
CIlem21l TypaOf Pnnl ?:J../J (f-IA. S'" r/f VJ'#~ ,..,.,4.
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DATE flLfO(Monlh Oay. 'l"qan
. PRONOUNCING ANO CERllf~\NG Pt'tYSK;lAN tPhys.c'laf) ~., P)IQnOlJllClnl) Ul~...nl alld ~~\lIYI(\(.J 10 L.aU~t.t 01 OCdlt\}
To the be.1 o' my kno.ledge, de.th occurred .( IN lime. dale. .nd pl.ce. and due to the cauU(li and manner .. .Iilled
'lIIEDICAL EXAlIIINER/COROHER
On the b..,. ot ellam\naUon andJo' inv8shg""lon. In my opinion. death occurred al the Urn.. dale. and place. and due 10 the cause(a).nd
manner a. ...ted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . - . . . . . . . . . . . . . . . . . - . . . . . . . . . .
11.
REGIST RSSlGNATUREANONUMBj/ ..,,'d~____U'__.'
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LAST WILL AND TEST AMENT
OF
KAY M. KRAMER
I, KAY M. KRAMER, of Upper Allen Township, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby
revoking all Wills and codicils by me at any tin1e made.
ITEM 1. I direct my Executors to pay the expenses of my last illness and funeral
expenses frotn the property passing under this Will as an expense and cost of administration of
my estate.
ITEM 2. I give, devise and bequeath my real estate situate at 130 101 st Street,
Stone Harbor, New Jersey 08247, to my daughter, DENISE K. KRAMER, of Mechanics burg,
Pennsylvania, if she survives me.
ITEM 3. I give, devise and bequeath my home at 14 Oakwood Avenue, Upper
Allen Township, Cmnberland County, Pennsylvania, to my son, JOSEPH D. KRAMER, of
Sewell, New Jersey, ifhe survives me.
ITEM 4. I give, devise and bequeath all the rest, residue and remainder of my
estate of any kind whatsoever, real, personal or mixed, and wheresoever situate unto my
daughter, DENISE K. KRAMER and my son, JOSEPH D. KRAMER, equally, share and share
alike. In the event that either of my children should predecease me, I then give, devise and
bequeath all the rest, residue and ren1ainder of my estate to my surviving child.
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ITEM 5. Whenever and so often as any beneflciary hereunder to whom payments
are herein directed to be made shall be under legal disability or in the sole judgment of my
Executors shall otherwise be unable to apply such payments to his or her own best advantage,
my Executors n1ay n1ake all or any portion of such payments in anyone or rTIore of the following
ways:
(a) Directly to such beneficiary.
(b) To the legal guardian or conservator of such beneficiary.
(c) To a relative of such beneficiary to be expended by such relative for
the benefit of such beneficiary.
(d) By therTIselves, expending the same for the benefit of such
beneficiary.
ITEM 6. In addition to the powers conferred by law, my Executors shall have the
following powers:
(a) To retain in their absolute discretion and for such period as to them
shall seem advisable, any and all assets constituting n1Y estate, without liability for any loss
incurred by reason of the retention of such assets.
(b) To change investments and properties, and to invest and reinvest all or
any part of the corpus of my estate, in such securities, investments, or other property as to them
seem advisable and proper, irrespective of whether the same are authorized for the investment of
estate funds by the laws of the Comn10nwealth of Pennsylvania.
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(c) To sell all or part of the property which at any tin1e may constitute a
part of my estate, at such tin1e, upon such tenns, for cash or on credit, with or without security, in
such Inanner and at such prices, either at public or private sale, as to them shall seem advisable
and proper, and to execute good and sufficient deeds and bills of sale therefor.
(d) To lease any property held by them and for the duration of the term,
irrespective of the provisions of any statute or of the termination of my estate; and to mortgage,
pledge, collect, convert, redeeln, exchange, or otherwise dispose of any securities or other
property at any time held by them.
(e) To borrow money, whether to pay taxes, exercise subscriptions, rights,
and options pay assessments or to accOlnplish any other purpose of any nature incidental to the
administration of my estate, and to pledge any securities or other property held by them as
security therefor.
(f) To enforce any bonds, mortgage, or other obligations or liens held
hereunder; to enter upon such contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as they may deen1 necessary or advisable; to submit
to arbitration any matter or difference; to vote personally or by proxy any shares of stock which
may at any time be held by them hereunder.
(g) To consent to the reorganization, consolidation, merger, liquidation,
readjustment of or other change in any corporation, company or association, or to the sale or
lease of the property thereof or any part thereof, any of the securities or other property of which
may at the tin1e be held by them thereunder, and to do any act or exercise any power with
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reference thereto that may be legally exercised by any person owning similar property in his own
right, including the exercise of conversion, subscription, purchase or other options, the deposit or
exchange of securities, the entrance into voting trusts, and the making of agreements or
subscriptions which they lnay deem necessary or advisable in connection therewith, all without
applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of
any securities or other property which they may so acquire, ilTespective of whether the same be
authorized for thc investment of estate funds by the laws of the Commonwealth of Pennsylvania.
(h) To cause to be registered in their names as Executors hereunder, or in
the names of their nonlinees without qualification or description, any securities at any time held
in my estate.
(i) To detennine the manner in which the expenses incidental to or
connected with the administration oflny estate hereby established shall be apportioned as
between incon1e and principal.
(j) To carry out agreements made by Ine during my lifetime, including the
consumnlation of any agreements relating to the capital stock of corporations owned by me at the
tilne of my death, and including the continuation of any partnership of which I may he a member
at the time of my death whenever the terms of the partnership agreement obligate my estate or
personal representative to continue my interest therein, and to enter into agreements for the
realTangement or alteration of n1Y interests or rights or obligations under any such agreements in
dIect at the tin1e of 111Y death.
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(k) To apportion extraordinary and stock dividends received by them
between income and principal in such manner as they Inay see fit; provided, however that all
rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be
deemed to be principal.
My Executors may freely act under all or any of the powers of this Agreement
given to them in all matters concerning my estate hereby established, after forming their
judgment based upon all the circumstances of any particular situation as to the wisest and best
course to pursue, without the necessity of obtaining the consent or approval of any court, and
notwithstanding that they may also be acting as an individual, or as an agent for other persons as
an individual, or as an agent for other persons or corporations interested in the same matters, or
may be interested in connection with the same matters as stockholders, directors or otherwise.
The powers herein granted to my Executors n1ay be exercised in whole or in part,
frOln time to time, and shall be deelned to be supplementary to and not exclusive of the general
powers of Executors pursuant to law, and shall include all powers necessary to carry the same
into effect. The enun1eration of specific powers herein shall not be construed in any way to limit
or affect the general powers herein granted.
ITEM 7. I hereby nominate, constitute and appoint my sister, BONNIE
KREPICH and Iny brother-in-law, PAUL KREPICH, as Executors of my estate. In the event
that either is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint
the other, as sole Executor of my estate.
My Executors are specifically relieved from the duty or obligation of filing any
bond or bonds.
K~ m. K~~
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IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
1
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Will and Testament, this~ day of
WITNESS:
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, 2001.
k-;'J WI, I({A/V~EAL)
C Kay M. Kramer
residing at 3fJ-'V C~... -5 ~ -
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residing at
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COMMONWEAL TH OF PENNSYLVANIA
SS.
COUNTY OF DAuPf{.r'ILJ
We, KAY M. KRAMER, RDAJ ALb. t.. e \)'l"Lf:.K , and
b /t-rc!..L~:.,A) c_ M. r:. UL(" cJ<.. , the Testatrix and the witnesses respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly (or willingly directed another to sign for her) and that
she executed it as her free and voluntary act for the purpose therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to
the best of their knowledge, the Testatrix was at that tilne eighteen years of age and older, of
sound mind and under no constraint or undue influence.
K ~ Yh ' LC;~vv~
Kay M. Kramer
/&J~
Witness
,"'\
l0b/~J~v\.,\ 7/7 ., J~L,~v~,t2
Witness
Subscribed, sworn to and acknowledged before me by KAY M. KRAMER, the
Testatrix, and subscribed and sworn to before me by f-o NA L.h b. A LJlLFK
and '~A.~A}E.. IV\. # Q.u Lr' C K , the witnesses, this ~~JJ day of
.:rAN 0Af'<.Y ,2001.
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--- - . ~ Ct/~~JY
otary Public LJ
My Comlnission Expires:
NOTARIAL SEAL
CHERYL L. FERGUSON, Notary Public
Harrisburg, Dauphin County
, My ~ommission Expires April 6, 2004
--~~"'~.."-""~~..,....,;.O!'"._~~.._
Register of Wills of CUMBERLAND County, Pennsylvania
E
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: KAY M. KRAMER
Date of Death: 3/31/01
Estate No.
SSN: 186-28-3323
File No.
Date Letters Granted: 4/20/01
Will or Administration No. 2001-00399
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 on 4/23/0} _H_nd________n ..-
Address
627 COLONIAL VIEW ROAD
MECHANICSBURG
10 KENSINGTON COURT
SEWELL
PA 17055
Name
DENISE K. KRAMER
JOSEPH D. KRAMER
NJ 08080
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE
Date: 4/23/01
~
Signature
------
Capacity:
x
Personal Representative
Counsel for Personal
Representative
Name (Please type or print)
BENJAMIN J. BUTLER
Address
500 NORTH THIRD STREET, P.O. BOX 1004
HARRISBURG
P A 17108-1004
Telephone No. (717) 236-1485
~
Register of Wills CUMBERLAND County, Pennsylvania
INVENTORY
Estate of Kay M. Kramer
No.21
01
0399
I Deceased
Date of Death 03/31/2001
Social Security No. 186-28-3323
also known as
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 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 Decedent owned no
real estate outside 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 made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
I.D. No.: 81948
liJ~~~ .
Paul ~r"l1iCh BO::!:t;:u
Dated I~ 'I/o I /() -.:l..t - 0/
Name of
Attorney: Benlamin 1. Butler
Address: 500 North Third Street, P.O. Box 1004
Harrisburg
PA 17108-1004
Telephone: (717) 236-1485
Description
Value
Stocks & Bonds:
Supermarket Investment Club - 18 Club Members
$12,558.45
Cash, Bank Deposits, & Misc. Personal Property:
Mellon Bank - Checking Account No. 112-552-4049
with accrued interest of $0.00
$11 ,094.68
1997 Buick Park Avenue
$13,000.00
Real Estate:
Total
$158,043.13
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
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Continuation of Inventory
Kay M. Kramer
21
01
0399
PaQe 1
Description of Inventory
Description
Property located at 14 Oakwood Ave., Upper Allen Township, Cumberland County, P A
Assessed Value = $121,390.00; Common Level Ratio = 1.00
Value = ($121,390.00)(1.00) = $121,390.00
Value
$121,390.00
Subtotal $
$121,390.00
$158,043.13
Grand Total $
REV-1500EX+(6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
[Xl 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy ofWiIIl
o 9, Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy oITrust)
o 10. Spousal Poverty Credit (date ofdealh belween 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
21-010399
COUNTYCOOE -VEAR- - - NUMBER--
SOCIAL SECURITY NUMBER
186-28-3323
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82j
[Xl 5, Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Ben'amin J. Butler Butler Law Firm
FIRM NAME (If Applicable)
Butler Law Firm 500 North Third Street, P.O. Box 1004
TELEPHONE NUMBER
717 236-1485 Harrisburg PA 17108-1004
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DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
121.390.00
12.558.45
OFFICIAL USE ONLY
03/31/2001 03/19/1935
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
....
z
w
o
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o
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'"
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4, Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
(1)
(2)
(3)
(4)
(5)
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8, Total Gross Assets (total lines t-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a}(1.2)
16, Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18, Amount of Line 14 taxable at collateral rate
19. Tax Due
24.094.68
627.214.87 [
(8)
785.258.00
31.216.22
10.595.29
(11)
(12)
(13)
41.811.51
743.446.49
(14)
743,446.49
33.455.09
33.455.09
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
ece en s ample e ress:
STREET ADDRESS
14 Oakwood A venue
CITY I STATE I ZIP
Mechanicsburg PA 17055
p
d t' C
I t Add
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$0.00
$0.00
$0.00
3. InteresVPenalty if applicable
D.lnterest
E. Penalty
Total Credits (A + B + C) (2)
$0.00
$0.00
T otallnteresVPenalty ( D + E ) (3)
4. 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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enler the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
$33,455.09
$33,455.09
$0.00
$33,455.09
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ........................................................................... D
b. retain Ihe right to designate who shail use the property transferred or its income; ........................................ 0
c. retain a reversionary interest; or ...................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ............................................................. 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?........................................... ................................................... 0
3. Did decedent own an 'in trusl for" or payable upon dealh bank account or security at his or her death? ................. 0
4. Did decedenl own an Individual Retirement Account, annuity, or olher non-probate property which
t . b f" d' t' ? 'xl
con ams a ene IClary eSlgna Ion. ....................................................................................................... ~
No
~
~
~
~
~
~
o
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 statemenls, and to the best of my knowledge and belief, it is true. correct
and complete
Oeclaralion of preparer olher than the personal represenlative is based on all information of which preparerhas any knowledge.
SIGN R N RSSP SIBLE FO IlING RETURN DATE
/6-.:z."I_ 0/
AOORESS Meadowbrook Drive
Mechanicsburg
SIGNATURE OF,P~R~H
ADDRESS '500 North Third
Harrisburg
P A 17050
DATE
lo<~'f-ol
PA 17108-1004
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%
[72 PS. !i9116 (a) (1.1) (i)i.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for Ihe use of the surviving spouse is 0% [72 P.S. !i9116 (a) (1.1) (ii)).
The statute does not exemDt 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 slepparent of the child is 0% [72 P.S. !i9116(a)(1.2)].
The tax rale imposed on the nel value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. !i9116(1.2) [72 P.S. !i9116(a)(1 )].
The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. !i9116(a)(1.3)]. A sibiing is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
'EVIW2EV'''':'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE IOEm 0 OENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Kramer Kav M 21 01 0399
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market l/a1oo is deflnoo as the price at which property would be exchanged
between a willing buyer and a willing 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
survivorshio must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
$121,390.00
Property located at 14 Oakwood Avenue, Upper Allen Township, Cumberland County, Pennsylvania
Assessed Value = $121,390.00; Common Level Ratio = 1.00
Value ~ ($121,390.00)(1.00) ~ $121,390.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
121.390.00
REV-1503EX.(1_97)_~_
"~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Kramer Kav M
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21
01
0399
ITEM
NUMBER
1.
DESCRIPTION
Supermarket Investment Club - 18 Club Members
VALUE AT DATE
OF DEATH
$12,558.45
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
12,558.45
""'~H"I'YI*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Kramer. Kav M
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
FILE NUMBER
21 01
0399
DESCRIPTION
VALUE AT DATE
OF OEA TH
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert addltlonal sheets of the same sIze}
REV'1508EX.IT-97)~_
"~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC,
PERSONAL PROPERTY
ESTATE OF
Kramer Kav M
FILE NUMBER
21 01
0399
Include the proceeds of litigation and the date the proceeds were received by I'ne estate. All property jointly-owned with the right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Mellon Bank - Checking Account No. 112-552-4049
with accrued interest of $0.00
VALUE AT DATE
OF DEATH
$11,094.68
2.
1997 Buick Park A venue
$13,000.00
TOTAL (Also enter on line 5, Recapitulation) $
(\f more space is needed, insert additional sheets of the same size)
24.094.68
.''''~''''I:''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Kramer Kav M
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
FILE NUMBER
21 01
0399
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B
c
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %QF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Atlach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed forjoinlly-held real estate VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
."''''00''''.'''.
CQMMONWEAL1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Kramer Kav. M
FILE NUMBER
21 01
0399
This schedule must be completed and filed if the answer to any of questions 11hrough 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OFTHETAANSFEREE,Tl-IEIR RELATIONSHIP TO DECEDENT AND Tl-IEDATEOFTAANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST
~F mUCAalE\
1. ING Variable Annuity - IRA Contract No. 1024888-0D $320,019.22 100. $320,019.22
Beneficiaries: Denise K. Kramer & Joseph D. Kramer
2. ING Variable Annuity - IRA Contract No. 1024889-0D $30,332.60 100. $30,332.60
Beneficiaries: Denise K. Kramer & Joseph D. Kramer
3. ING Variable Annuity (Non-Qualified) - Contract No. 1024860-0 $276,863.05 100. $276,863.05
Beneficiaries: Denise K. Kramer & Joseph D. Kramer
TOTAL (Also enter on line 7. Recapitulation) $ 627.214.87
(If more space is needed, insert additional sheets of the same size)
REV.1511EX+('-97)~._
"~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Kramer Kav, M
21
01
0399
Debts of decedent must be reported on Schedule I,
ITEM I
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Kevin's Place Restaurant - Funeral Reception $623.95
2. Ma1pezzi Funeral Home $8,336.92
3. Tombstone $681.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) Paul & Bonnie Krepich $10,000.00
Social Security Nllmber(s) I EIN Number of Personal Representative(s)
Street Address 5222 Meadowbrook Drive
City Mechanicsbuw State P A Zip 17050
Year(s) Commission Paid: 2001
2. Attorney Fees Butler Law Firm $10,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees $378.00
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Cumberland Law Journal - Estate Advertising $75.00
8. The Sentinel - Estate Advertising $87.35
9. Cumberland County Register of Wills - Exemplified Copy of Record $42.50
10. PennDot - Transfer $22.50
11. Executor Travel Expenses $444.00
12. Cumberland County Register of Wills - Filing Fee $25.00
13. Income Tax Preparation $500.00
TOTAL (Also enter on line 9, Recapitulation) $ 31.216.22
(If more space is needed, insert additional sheets of the same size)
.,"'.,"',x.;,."".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Kramer Kav. M
FILE NUMBER
21
01
0399
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. AT&T Lease
2. AT&T
3. AT&T Wireless
4. Verizon
5. Upper Allen Township
6. United Water
7. Montour Oil
8. PP&L
9. Corneast
10. Fleet Bank
II. Waste Management
12. USF&G
13. Marlin A. Y ohn. Sf. - Tax Collector
14. Fleet - Loan Number 71710460063959
$14.55
$68.42
$55.62
$103.97
$200.00
$41.08
$336.00
$107.16
$222.27
$670.32
$59.52
$1,002.00
$1,557.87
$6,156.51
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
10,595.29
REV.'5t3EX.(1-97)~_
. .~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Kr"mRr Kav M ?1 01 D39q
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (Include outright spousal distributions)
1. Denise K. Kramer Daughter 1/2 rest, residue and remainder
627 Colonial View Road
Mechanicsburg, PA 17055
2. Joseph D. Kramer Son 14 Oakwood Ave., Upper Allen
10 Kensington Court T'.'Ip., Cumberland County, PA
Sewell, NJ 08080 1/2 rest, residue and remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TOTAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert addlt10nal sheets of the same size)
Cumberland County Board of Assessment Appeals
Old Courthouse
One Courthouse Square
Carlisle, PA 17013
(717) 240-6350
(717) 240-6354 (fax)
Board of Assessment Appeals
lloyd W. Bucher
R. Fred Hele/finger
Sarah Hughes
RANDY L WAGGONER
Chief Assessor
STEVEN D. TilEY
Assistant Solicitor
DECISION ORDER
MAILING DATE: November 5, 2000
PARCEL NUMBER: 42-25-0030-100.
KRAMER, JOSEPH D & KAY M
14 OAKWOOD AVENUE
MECHANICSBURG PA 17055
Dear Property Owner:
This letter is to officially notify you of the decision of the Cumberland County Board of Assessment Appeals
regarding the above-referenced parcel.
DATE OF APPEAL HEARING: 10/31/2000
DATE DECISION RENDERED: 10/31/2000
EFFECTIVE FOR TAX YEAR: 2001
DECISION RENDERED: [] Withdrawn By Applicant
[ ] Abandoned For Failure To Appear
[] Denied - No Change
[Xl Approved Review Appraiser's Changes
[ ] Revised Assessment Based on Hearing
[] Other:
TOTAL VALUE
FAIR MARKET
CLEAN AND GREEN
CLEAN AND GREEN
STATUS
Old Assessed Value:
New Assessed Value:
139,010
121,390
NOT
APPLICABLE
Any person aggrieved by the order of the Board of Assessment may appeal to the Court of Common
Pleas by liling a petition in the Prothonotary's office on or before December 05, 2000.
....y.;'
I
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P.O. Box 7899
Philadelphia, PA 19101-7899
Mellon Bank
July 24,2001
Butler Law Finn
POBox 1004
Harrisburg, PA 17108-1004
Estate Of ~ay M ~er
Date of Dealli: 03/31/2001
SSN 186-28-3323
Dear SirIMadam:
In accordance with your request, the attached information sheet has been provided in the
above decedents name as of hislher date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries,
please call (215) 553-1585.
;eIY, t~
Mar~rrow
Mellon Bank, NA
Deposit Support Services 199-5355
Page 1 of 2
.~. ,.
@ Mellon Bank
Tuesday, July 24,2001
Account
Number Account Title
112-552-4049
Joseph D Kramer
Kay M Kramer
Date Opened: 01/15/1974
Principal Sal Int from Last
as of DOD Posting to 000
$11,094.68 $0.00
Date Opened: 04/28/1989
Principal Sal Int from Last
as of DOD Posting to DOD
414-1054
Joseph D Kramer
Kay M Kramer
Account Type: DD
Account Sal
as of DOD
$11,094.68
Account Type:
Account Sal
as of DOD
YTD Int to
DOD
$0.00
SD
YTD Int to
DOD
Page 2 of 2
~u~.~~.~~~~ ~.~(n'
J.1'i~ VH 4....HLL. l-I:..Nlt.t<
I'1V.~O
f"'.C-''''+
--"
- ,
ING Variable Annuities
July 10, 2001
Frederick Rica
Stephan G. Hetrick
FSC Securities Corporation
4800 Linglestown Road
Suite 303
Harrisburg, PA 17112-9507
Re: 1024889-00
Dear Frederick Rice and Stephan G. Hetrick:
Thank you for your recent Inquiry. Please allow this letter to summarize the contract
value on the following dates:
March 30, 2001:
Accumulation Value: $28,559.86
April 2, 2001:
Guaranteed Death Benefit: $30,328.08
Accumulation Value: $28,477.99
Guaranteed Death Benefit: $30,337.11
If you should have any further questions, please feel free to contact our customer
service center at 1-800-366-0066, Monday through Friday, 8am through 8pm (5:30pm
on Fridays) EST.
Sincerely,
c:f7-A~
Jason M. Rizzo
Problem Resolution Coordinator
1475 Dw1woody Drive
West CheSler, PA J93SQ..1478
OoldenSeJ..ct Seri..s
Issued by Golden American Life insurance Company
..J....~....Il;J.c;.~.. "".~(rl'l
J.l"il,:, VH lwNL..1.... lwl:..r'tl~""
'lV.COO
t".o/4
ING Variable Annuities
July 10, 2001
Frederick Rice
Stephan G. Hetrick
FSC Securities Corporation
4800 Linglestown Road
Suite 303
Harrisburg, P A 17112-9507
Re: 1024888-00
Dear Frederick Rice and Stephan G. Hetrick:
Thank yOU for your recent inquiry. Please af/ow this letter to summarize the contract
value on the fallowing dates:
March 30, 2001:
Accumulation Value: $303,040.74
April 2, 2001:
Accumulation Value: $302,172.14
Guaranteed Death Benefrl: $319,971.83
Guaranteed Death Benefit: $320,066.61
If you should have any further questions, please feel free to contact our customer
service center at 1-800-S66-0066, Monday through Friday, 8am through 8pm (5:30pm
on Fridays) EST.
Sincerely,
.c?Z ~~
Jason M. Rizzo
Problem Resolution Coordinator
1475 Dunw<>ody Drive
WestChester, PA 19380-1478
OoldenSeleet Series
Issucd by Golden American Lifo insurance Company
,",,-,'-..Lu.~~~.L "'".;Jo(i'r1
.111\:1 VH '--ML.L. l",.t,J't I t..l"'"
IlV.ooe - r..:;;J"""--
,
ING Variable Annuities
July 10, 2001
Frederick RIce
Stephan G. Hetrick
FSC SecuritIes Corporation
4800 Linglestown Road
Suite 303
Harrisburg, PA 17112-9507
Re: 1024860-0D
Dear Frederick Rice and Stephan G. Hetrick:
Thank you for your recent inquiry. Please allow this letter to summarize the contract
value on the following dates;
March 30, 2001:
Accumulation Value: $258,772.89
Guaranteed Death Benefit: $276.821.57
April 2, 2001:
Accumulation Value: $258,031.17
Guaranteed Death Benefit: $276,904.52
If you should have any further questions, please feel free to contact our customer
servIce center at 1-800-366-0066. Monday through Friday, 8am through 8pm (5:30pm
on Fridays) EST.
Sincerely,
~ hl.~~
Jason M. Rizzo
Problem Resolution Coordinator
1475 Dunwoody Drive
West Chester, PA 19380-1478
OoldeJlSelecl Series
l~sued by Golden Ameriean Life insurance Company
LAST WILL AND TESTAMENT
OF
KA V M. KRAMER
I, KAY M. KRAMER, of Upper Allen Township, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby
revoking all Wills and codicils by me at any time made.
ITEM 1. I direct my Executors to pay the expenscs of my last illness and funeral
expenses from the property passing under this Will as an expense and cast of administration of
my estate.
ITEM 2. I give, devise and bequeath my real estate situate at 130 101'\ Street,
Stone Harbor, New Jersey 08247, to my daughter, DENISE K. KRAMER, of Mechanicsburg,'
Pennsylvania, if she survives me.
ITEM 3. I give, devise and bequeath my home at 14 Oakwood Avenue, Upper
Allen Township, Cumberland County, Pennsylvania, to my san, JOSEPH D. KRAMER, of
Sewell, New Jersey, ifhe survives me.
ITEM 4. I give, devise and bequeath all the rest, residue and remainder ormy
estate aT any kind whatsoever, real, personal or mixed, and wheresoever situate unto my
daughter, DENISE K. KRAMER and my san, JOSEPH D. KRAMER, equally, share and share
alike. In the event that either of my children should predecease me, I then give, devise and
bequeath all the rest, residue and remaindcr afmy estate lllmy surviving child.
)~1 {Y\. ~C~
ITEM 5. Whenever and so often as any beneficiary hereunder to whom payments
are herein directed to be made shall be under legal disability or in the sole judgment of my
Executors shall otherwise be unable to apply such paymcnts to his or hcr own bcst advantagc,
my Executors may make all or any portion of such payments in anyone or more of the following
ways:
(a) Directly to such beneficiary.
(b) To the legal guardian or conservator of such beneficiary.
(c) To a relative of such beneficiary to be expended by such relative for
the benefit of such beneficiary.
(d) By themselves, cxpcnding the samc [or the bcnefit o[such
beneficiary.
ITEM 6. In addition to the powers con [errcd by law, my Executors shall have the
following powers:
(a) To retain in their absolute discretion and [or such period as to them
shall seem advisable, any and all assets constituting my estate, without liability for any loss
inCUlTe? by reason of the retention of such assets.
(b) To change investments and properties, and to invest and reinvest all or
any part of the corpus of my estate, in such securities, investments, or other property as to them
seem advisable and proper, irrespective of whether the same are authorized for the investment of
estate funds by the laws of the Commonwealth of Pennsylvania.
k~ 111. /(A-(uy)~
-2-
(c) To sell all or pali of the property which at any time may constitute a
part of my estatc, at such timc, upon such terms, for cash or on crcdit, with or without sccurity, in
such manner and at such prices, either at public or privatc salc, as to thcm shall sccm advisablc
and proper, and to execute good and sufficient deeds and bills of sale therefor.
(d) To lease any property held by them and for the duration of the teLl11,
iITespective of the provisions of any statute or of the termination of my estate; and to mortgage,
pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other
property at any time held by them.
(e) To borrow money, whether to pay taxes, exercise subscriptions, rights,
and options pay assessments or to accomplish any other purpose of any natme incidental to the
administration of my estate, and to pledge any securities or other property held by them as
security therefor.
(f) To enforce any bonds, mortgage, or other obligations or liens held
hereunder; to enter upon such contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as they may deem necessary or advisable; to submit
to arbitration any matter or di fference; to vote personally or by proxy any shares of stock which
may at any time be held by them hereunder.
(g) To consent to the reorganization, consolidation, merger, liquidation,
readjustment of or other change in any corporation, company or association, or to the sale or
lease orthe property thereof or any part thereof, any of the sccurities or other property of which
may at the time be held by them thereunder, and to do any act or exercise any power with
-3-
k/
(u1 /11'
f(/~
reference thereto that may be legally exercised by any person owning similar property in his own
right, including the exercise of conversion, subscription, purchase or other options, the deposit or
exchange of securities, the entrance into voting trusts, and thc making or agrccmcnts or
subscriptions which they may deem necessary or advisable in connection therewith, all without
applying to any court for permission to do so, and to hold, rcdcem, sell or othenyisc dispose of
any securities or other property which they may so acquire, ilTespective ofwhether the same be
authorized for the investment ofestate funds by the laws of the Commonwealth of Pennsylvania.
(h) To cause 10 be registercd in their namcs as Executors hereunder, or in
the names oftheir nominees without qualification or description, any securities at any time held
in my estate.
(i) To detemline the manncr in which the expenses incidental to or
connected with the administration of my estate hereby established shall be apportioned as
between income and principal.
(j) To carry out agreements made by me during my lifetime, including the
consummation of any agreements relating to the capital stock of corporations owned by me at the
time of my death, and including the continuation of any partnership or which I may be a member
at the time of my death whenever the terms or the partnership agrcement obligate my estate or
personal representative to continue my interest therein, and to enter into agreements ror the
rearrangement or alteration of my interests or rights or obligations undcr any such agrcements in
effect at the time of my death.
J..-/ i /./~
!-~' YY1 ' ~
-4-
(k) To appOliion extraordinary and stock dividends received by them
between income and principal in such manner as they may see fit; provided, however that all
rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be
deemed to be principal.
My Executors may freely act under all or any of the powers ofthjs Agreement
given to them in all matters concerning my estate hereby established, after fonning their
judgment based upon all the circumstances of any particular situation as to the wisest and best
course to pursue, without the necessity of obtaining the consent or approval of any court, and
notwithstanding that they may also be acting as an individual, or as an agent for other persons as
an individual, or as an agent for other persons or corporations interested in the same matters, or
may be interested in connection with the same matters as stockholders, directors or otherwise. .
The powers herein granted to my Executors may be exercised in whole or in pari,
from time to time, and shall be deemed to be supplementary to and not exclusive of the general
powers of Executors pursuant to law, and shall include all powers necessary to carry the same
into effect. The enumeration of speci fic powers herein shall not be construed in any way to limit
or affect the general powers herein granted.
ITEM 7. I hereby nominate, constitute and appoint my sister, BONNIE
KREPICH and my brother-in-law, PAUL KREPICH, as Executors of my estate. In the event
that either is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint
the other, as sole Executor of my estate.
My Executors are specifically relieved from the duty or obligation of filing any
bond or bonds.
K c4~ 11\' J( AA/~u.J
-5-
IN WITNESS WHEREOF, [ havc hcrcunto sct illY hand ami scallo this illY Last
~ ~u.'~r
k~J
"
Will and Testament, thisW day of
WITNESS:
JUt ~~
Qcu11:~ fYI. A~,-Jc
, 200 I.
Ivl . /( ~~EAL)
Kay M. Kramcr
residing at 35-')-'/ C~, 5 L..J -
f-fQ/~ ~T\ ~..... If (( 0
residing at d.d- Qu.,.,t~, a< )co,
~)9Q"Q~(OJ
PNl70h
I
-(,-
" .
. .
COMMONWEALTH OF PENNSYLVANIA )
: SS.
,
COUNTY OF 'DAllP/1.I!0 )
We, KAY M. KRAMER, I<.OAIALt:> t. Au-r-r....UL ,and
b A-r./.J S:J,..)E- M. ~UL; cJ< , the Testatrix and the witnesses respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the illstrument as her
Last Will and that she had signed willingly (or willingly directed another to sign for her) and that
she executed it as her free and voluntary act for the purpose therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to
the best of their knowledge, the Testatrix was at that time eighteen years of age and older, of
sound mind and under no constraint or undue influence.
K~\I11' }(~J
Kay M. Kramer
;&iJ;;kc-
Wilness
,OO-lG..v,-, 1)1 . ~c
Witness
Subscribed, sworn to and acknowledged before me by KA Y M. KRAMER, the
Testatrix, and subscribed and sworn to before me by f!-o,.0.4 Lb h. p, uTGEt<-
and ""~c.. M. Q..u Le' C I< . the witnesses. this c'J..".lJJ day of
~AN LlA,.e.,y .2001.
,
c::~;;Ph ~J
rotary pub~
My Commission Expires:
NOTARIAL SEAL
CHERYL L FERGUSON, Notary Public
Harrisburg, Dauphin County
Mv Cgmmission E~p'lres April 6. 2004
This is to certify rhar rhe information here given is co,rectly copied from an original certificate of death duly filed with me as
Local Rfgistrar. The original certificate will be forwarded to the State Vital Records Office for permanent/iring.
WARNING: It Is Illegal to duplicate this copy by photostat or photograph.
Fee for this certificare, $2.00
p
7234464
No.
?'''JA~'_ ftdM.fu~1
Local Registrar {J U
/(t"'" f
"3 :J.r'o /
,
Date
1110~14JA.-. 211I1
COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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SOC......SlCUIIITTttU_R
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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
BUTLER BENJAMIN J
500 NORTH THIRD ST
HARRISBURG" PA 17108-1004
nnnn fold
ESTATE INFORMATION: SSN: 186-28-3323
FILE NUMBER: 2 1 - 2001 - 0399
DECEDENT NAME: KRAMER KAY M
DATE OF PAYMENT: 10/25/2001
POSTMARK DATE: 10/24/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/31/2001
NO. CD 000437
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17,273.79
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: BENJAMIN J BUTLER ESQUIRE
CHECK#1097
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$17,273.79
MARY C. LEWIS
REGISTER OF WILLS
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
BUTLER BENJAMIN J
500 NORTH THIRD ST
HARRISBURG" PA 17108-1004
____u__ fold
ESTATE INFORMATION: SSN: 186-28-3323
FILE NUMBER: 21 - 2001 - 0399
DECEDENT NAME: KRAMER KAY M
DATE OF PAYMENT: 10/25/2001
POSTMARK DATE: 1 0/24/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/31/2001
NO. CD 000438
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $33,455.09
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: BENJAMIN J BUTLER ESQUIRE
CHECK# 1096
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$33,455.09
MARY C. LEWIS
REGISTER OF WILLS
'\. /~- ~--~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*
REY-483 EX AFP el2-001
ReconJ2,:;
Regi~Jtc':'
~;G of
C:- ~('Jjfls
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-10-2001
KRAMER
03-31-2001
21 01-0399
CUMBERLAND
201
KAY
M
.01 ole -7 All :34
BENJAMIN J BUTLER
BUTLER lAW FIRM Ci . k- -
~~GBoX 1004 ~~iqr8j
'_,AJ U rt
I PA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD 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 FILES ~
RE-V:483--EX-~FP--[i2~-OO)-----.-i-No-fIcE--oF--nETE-RHIiiATIo-N-AN-n-As-sESS-MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF KRAMER
KAY
M FILE NO.21 01-0399
ESTATE TAX DETERMINATION
ACN 201
DATE 12-10-2001
1. Credit For State Death Taxes as Verified
50.728.88
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
33.455.09
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
33.455.09
5. Pennsylvania Estate Tax Due
17.273.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-24-2001 CDOO0437 .00 17,273.79
TOTAL TAX CREDIT 17,273.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, 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.)
'"
/~ - c:2Q.,/o--~-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RHCC;;:;
RE:Qi!
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BENJAMIN J BUTLER
BUTLER LAW FIRM
PO BOX 1004
HBG
"01 OIC 17 Pl2 :03
Clen\
p~Uff}~9'&a:-,u
F'A,
12-10-2001
KRAMER
03-31-2001
21 01-0399
CUMBERLAND
101
*
REY-1547 EX iFP (12-00>
KAY
M
Allount Rellitted
J CHANGED
llJ
(2J
(3J
(4J
(5J
(6J
(7)
121~390.00
12~558.45
.00
.00
24.094.68
.00
627~214.87
(8J
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 ~
FiE-v =iS4-j-EX-AFP--ci"2-:ooi--NOY-iCE--OF-.rNHEifiTAifCE-YA;tA-PPRjrisEirENT~--AL1-oWANCE-(fR------------ - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRAMER KAY M FILE NO. 21 01-0399 ACN 101 DATE 12-10-2001
TAX RETURN WAS: (X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. ~ointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule ~J
14. Net Value of Estate Subject to Tax
31,216.22
10.595.29
(I1J
ll2J
ll3J
ll4J
(9J
llOJ
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
785,258.00
41.RII 1i1
743,446.49
.00
743,446.49
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15J
16. Allount of Line 14 taxable at Lineal/Class A rate (16J
17. Allount of Line 14 at Sibling rate (17J
18. Allount of Line 14 taxable at Collateral/Class B rate (18J
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
743,446.49 X 045 = 33,455.09
.00 X 12 = .00
.00 X 15 = .00
ll9J= 33,455.09
PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
10-24-2001 CDOO0438 .00 33,455.09
TOTAL TAX CREDIT 33,455.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· 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" (CRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J
STATUS REPORT UNDER RULE 6.12
,r< ./
L)V
O~
Name of Decedent: Kav M. Kramer
Date of Death: 3/31/01
Will No, 2001-00199
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 X 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.
account with the Court?
Did the personal representative file a final
Yes No X
b . The separate Orphans I Court No. (if any) for
the personal representative's account is: n/a
c . Did the personal representative state an
account informally to the parties in interest ? Yes X 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.
/hv~
Sig;ature
Date: 12/19.02
Beniamin J. Blltler
Name (Please type or print)
sac N. Third St'.cu, PO. 80x 1004
Harrisburo
Address
P A 171 OR-l 004
(717) 2361485
Tel, No .
Capacity:
Personal Representative
X
Counsel for personal
representative
I b - ~~~- -6-'
BENJAMIN J BUTLER
BUTLER LAW FIRM
PO BOX 1004
HBG PA 17108
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
, BUREAU OF INDIVIDUAL TAXES
v INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-736 EX AFP (01- 02>
02-25-2003
KRAMER
03-31-2001
21 01-0399
CUMBERLAND
202
KAY M
Allount Rellitted
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 FILES ~
RE-V:736--EX-1rFP--[oi~-02)-----.-i-NO-ficE--OF--UETE-RHIN-ATIO-N-AN-U-AS-SESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF KRAMER
KAY
M FILE NO.2l 01-0399
ESTATE TAX DETERMINATION
ACN 202
DATE 02-25-2003
1. Credit For State Death Taxes as Verified
50~728.88
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
33~455.09
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
33,455.09
5. Pennsylvania Estate Tax Due
17.273.79
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
l7~273.79
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE~ SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)