HomeMy WebLinkAbout01-0570
OFFICIAL USE ONLY
REV-1500 EX + (6-00) REV-1500 l(p - 261( - W
INHERITANCE TAX RETURN FILE NUMBER 510
COMMONWEALTH OF PENNSYLVANIA 21-01
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 COUNTY CODE YEAR NUMBER
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0 Kramer Viola G. 171-28-5242
E
C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM DO-YEAR) THIS RETURN MUST BE FILED IN DUPUCATEWITH THE
E
0 03/23/2001 12/18/1908 REGISTER OF WILLS
E
N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
T
~ 1. Original Return _ 2. S"pp'emen'" Rot"m 0 3' (date of death
. Remainder Return prior 10 12-13-82)
CAPB X 4. limited Estate _ 40. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL 6. Decedent Died Testate Decedent Maintained a Living Trust ~
EplO - _ 7. 8. Total Number of Safe Deposit Boxes
CRAC (Attach copy of Will) (Attach copy of Trust)
KOTK D 9. Litigation Proceeds Received 010. 0
ES Spousal Poverty Credit 11. Election to tax under Sec. 9113{A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
THiS SECTION MUST'BE'COMPLETEll;'AWCORRESP()NOENCE!l;CQNI'lllEN TIA(;'I'AlCJNFORMAfloNS!-IQU(;1) liE !OIFlECTEI) TO'
P NAME COMPLETE MAILING ADDRESS
C
0 0 Roger B. Irwin ESQ. 60 West Pomfret Street
R N
R 0 FIRM NAME (If Applicable) West Pomfret Professional Bldg.
E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013
S N
T TELEPHONE NUMBER
717/249-2353
1. Real Estate (Schedule A) (1) None OFFICIAL USE ONL Y
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 715.87
E (Schedule E)
C
A 6. Jointly Owned Property (Schedule F) (6) 36,326.53 -
P
I 0 Separate Billing Requested
T 7. Inter~Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedule G or L)
A
T 8. Total Gross Assets (total lines 1-7) (8) 37,042.40
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 765.00
0
N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None
11. Total Deductions (total lines 9 & 10) (11) 765.00
12. Net Value of Estate (line 8 minus Line 11) (12) 36,277.40
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13) (14) 36,277.40
C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0
M
P 15. Amount of line 14 taxable at the spousal tax
T U
A T rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 0.00
X A 36,277.40 45 (16) 1,632.48
T 16. Amount of Line 14 taxable at lineal rate X .0
I 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00
0
N 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00
19. Tax Due (19) 1,632.48
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REV-1S08 EX "" (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ITEM
NUMBER
1 Conseco - premium refund
DESCRIPTION
VALUE AT DATE
OF DEATH
207.09
2
Hoffman-Roth Funeral Horne - overpayment refund
508.78
TOTAL (Also enter on line 5, Recapitulation) S 715.87
(If more space IS needed, insert additional sheets of the same size)
CoPyri9ht (c:) 1996 form software only CPSystems, Inc:. Form REV-150B EX (Rev. 1-97)
REV-1509 EX.. (1-97)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Viola G. Kramer
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSII 171-28-5242
03/23/2001
FILE NUMBER
21-01
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT'S) NAME
Joel L. Black
ADDRESS
2657 Ritner Hwy.
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
son- in-law
B.
c.
JOINTLY -OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE DF
account number or similar identifying number.
NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 09/14/95 Members First Federal 4,276.14 50.00% 2,138.07
Credit Union - regular
savings account 11147724-00
2 A 09/14/95 Members First Federal 758.24 50.00% 379.12
Credit Union - checking
account 11147724-11
3 A 10/03/95 ~embers First Federal 604.93 50.00% 302.46
Credit Union - holidy club
account 11147724-02
4 A 09/18/99 Members First Federal 18,604.17 50.00% 9,302.08
Credit Union - certificate
of deposit 11147724-55
5 A 02/19/00 Members First Federal 20,105.72 50.00% 10,052.86
Credit Union - certificate
of deposit 11147724-59
6 A 09/14/95 Members First Federal 4,081.23 50.00% 2,040.62
Credit Union - certificate
of deposit 11147724-60
7 A 09/14/95 Members First Federal 24,222.64 50.00% 12,111. 32
Credit Union - certificate
of deposit 11147724-61
TOTAL (Also enter on line 6, Recapitulation) S 36,326.53
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Jnc.
Form REV-1509 EX (Rev. 1-97)
REV-1511 EX +(1-97)
ESTATE OF
Viola G. Kramer
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
SS# 171-28-5242
03/23/2001
FILE NUMBER
21-01
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / ErN Number of Personal Representative(s/
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees IRWIN McKNIGHT & HUGHES 750.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Register of Wills - filing fee 15.00
TOTAL (Also enter on line 9, Recapitulation) S 765.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
REV-1S13 EX. (9-00)
ESTATE OF
Viola G Kramer
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX AETUAN
RESIDENT DECEDENt
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do NoIlist Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2))
1 Louise A. Black Daughter 1/6 remainder
2657 Ritner Highway
Carlisle, PA 17013
2 Darlene K. Clugh Daughter 1/6 remainder
217 Souths ide Drive
Newville, PA 17241
3 Richard C. Kramer Son 1/6 remainder
PSC 50 Box 524
Apo, AE 09494
4 Marlene M. Miller Daughter 1/6 remainder
1345 Zimmerman Road
Carlisle, PA 17013
5 Gloria V. Shearer Daughter 1/6 remainder
2909 1/2 23rd Street 1/3
Columbus, NE 68601
6 Carol A. Shoemaker Daughter 1/6 remainder
153 East Hillcrest Drive
Carlisle, PA 17013
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
11. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
SSII 171-28-5242
03/23/2001
FilE NUMBER
21-01
(If more space is needed, insert additional sheets of the same si2e)
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, VIOLA G. KRAMER, of the Borough of Carlisle, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and
Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
six children, share and share alike, the child or children of any deceased child taking the share
their parent would have taken ifliving.
4. I nominate and appoint Joel L. Black and Louise A. Black, to be the executors of this
my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representative retain the services ofIrwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this J.1' day of June,
1994.
) ~ , /
Q/.A~ ~', t)t7a~/7{SEAL)
VIOLA G. KRAMER
Signed, sealed, published and declared by VIOLA G. KRAMER, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, VIOLA G. KRAMER, BETZI A. MORRISON and CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the 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, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
c::)/~ /1. ot:?fl~
VIOLA G. KRAMER
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by VIOLA G. KRAMER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses this 2. 7 ' day of June, 1994.
'3~
NolariaJ Seal
Rcaer B.IrMn, NoIary ~
ClIIIeIil Bao, Currt>er1and Co\J1ly
Mt CommIssi6n Expires Ott 3, 1996
, fna >::il) 'II of Notaries
MetnbersJ
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
50(XJ LOUISE DRIVE
P. O. BOX .10
MECHANICSBURG. PA 17055
1-800-28.1-2.1280r(717)697-116\
~.., f'f" ,....:.:> :::" "1' 'iT! \;;"" G"I.
~#.., ' .( _ '. ". , : I
. . .
j
April 4, 2001
r ,-
,_ .J
Roger B. Irwin
Irwin, McKnight & Hughes
West Pomfret Professional Building
60 W. Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Viola G. Kramer
SSIN 171-28-5242
Dear Mr. Irwin,
Enclosed is the information requested in your letter of March 30, 2001 regarding the accounts
held with Members I"' by Viola Kramer. Please forward a death certificate for our files.
You may contact me at 795-5131 should you have any questions or require additional
information.
Enclosure
Membersl.:"
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Created
147724 -00
11/23/1994
$4,267.92
$8.22
$4,276.14
$22.75
Joel L Black
09/14/1 995
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Created
147724 -11
09/14/1995
$758.24
$.00
$758.24
$.00
Joel L Black
09/1 4/1 995
HOLlDY CLUB ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Created
147724 -02
10/03/1 995
$603.52
$1.41
$604.93
$3.50
Joel L Black
10/03/1 995
CERTlF1CA TES OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Interest to Date of Death
Maturity Date
Name of Joint Owner
Date Joint Ownership Created
147724 -55 1 YR
09/1 8/1 999
$18,532.01
$72.16
$18,604.17
$264.16
09/1 7/200 I
Joel L Black
09/1 8/1 999
Page I
INSURANCE DEI)ARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANtCSBURG. PA 17055
1-800-28.142328 or (7 17) 697-1 161
147724 -59 1 YR
02/19/2000
$20,035.20
$70.52
$20,105.72
$275.67
02/1 8/2002
Joel L Black
02/1 9/2000
Viola G. Kramer
000 Values
Page 2
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Interest to Date of Death
Maturity Date
Name of Joint Owner
Date Joint Ownership Created
REDEEMED CERTIFICATE OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Date Certificate Redeemed
Principal Balance at Date of Redemption
Accrued Interest Paid to Date of Redemption
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
Estate of: VIOLA G. KRAMER
Date of Death: 03/23/2001
Social Security Number: 171-28-5242
147724 -60 1 YR
11/24/2000'
$4,066.08
$15.15
$4,081.23
$55.47
11/24/200 I
Joel L. Black
11/24/2000
147724 -57 1 YR
11/24/1999
11/23/2000
$4,202.63
$13.35
$4,215.98
Joel L. Black
11/24/1999
147724 -61 1 YR
01/26/2001'
$24,134.92
587.72
524,222.64
5222.64
01/26/2002
Joel L. Black
01/26/200 1
'Certificate purchased by transfer of funds from 147724-00
IJERS 1ST FED
;Yd1/
enise A. Anders
Insurance Products Supervisor
April 4, 2001
-- --- ~--_.~-~---------------
~--~ - -~~----~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT .280601
HARRISBURG, PA 17128-0601
No.AA 496135REV.1162EX(11.96l
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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REGISTER OF WILLS i>' /
RECEIVED FROM:
r
IRWIN ROGER B ESQ
hO W POMF'RET 5T
CAR~IS~E, FA 17013
ESTATE INFORMATION: \
FILE NUMBER
21-2001-0570 SSN 171 ..,., 2 Et~- 5c~ tot El
NAME OF DECEDENT rST) (FIRST) (MI)
KRAMER V O~A G
DATE OF PAYMENT
0/18/2001
POSTMARK DATE
0/00/0000
COUNTY
CUMElER~AND
DATE OF DEATH
3/23/2001
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REMARKS
CHECK. 17509
SEAL
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ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
Sl,550.86
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,
,
3: 1 ,,'::::Jj ':'.;. ~3 6
TOTAL AMOUNT PAID
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