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Home My WebLink About04-21-06 .... --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '*' Bureau of Individual Taxes _. PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 05 0737 Date of Birth 182-22-5047 07/22/2005 03/23/1928 Decedent's Last Name Suffix Decedent's First Name MI Kreitzer Mr. Shirley M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ..0 8. Total Number of Safe Deposit Boxes City or Post Office Harrisburg State ZIP Code ,.....:>> (717) 213-~3 ~ c.: 0 _ .. ';rJIIP REGIST~ILLS USE'GNLY tn:r: () ::0 _.q.~r- ....., .~z.m '" .:~ cfj ~ :~-:J (j 0 ,-,0 -n - "'c 0::0 ~ ~ DATE FILED :x:sa :It --.., l_-:,_.;} Shaun E. O'Toole, Esq. Firm Name (If Applicable) First line of address 2813 North Second Street Second line of address - - .. .s:::-- -.J PA 17110 Correspondent's e-mail address: Under penalties of pe~ury, 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. DATE SIG:TU[:l~:~~~ ADDRESS? rJ , I c./ tJJ 0 1. ,/ . Q If <-/-/1\ / iY[ J . ~._- :NA~~:~~ESE rIVE ____ AeORESS ~.~ 2813 North Second Street, Harrisburg, Pennsylvania 17110 PLEASE USE ORIGINAL FORM ONLY - ------r--- / !//v-Iylf/ /9 rlrr . Ob DATFY " . o4Ltl1gc,,_ Side 1 L 15056051058 15056051058 -.J ~ --.J 15056052059 REV-1500 EX Decedent's Name: Shirley M Kreitzer RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate x.o 45 66,858.39 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT $~~~ ~~ ~ 5~~.~ \) . ~\L L 15056052059 15. 16. 17. 18. 182-22-5047 Decedent's Social Security Number 15056052059 75,850.00 347.10 10,358.73 2,714.37 89,270.20 15,415.80 6,996.01 22,411.81 66,858.39 0.00 66,858.39 3,008.63 3,008.63 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Shirley _ M Kreitzer STREET ADDRESS 143 South Enola Street File Number 21 05 0737 DECEDENTS SOCIAL SECURITY NUMBER 182-22-5047 1-- CITY Enola : STATE I PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 3,008.63 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (5B) 3,008.63 0.00 3,008.63 A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... D [K] b. retain the right to designate who shall use the property transferred or its income; ............................................ D [K] c. retain a reversionary interest; or. ......................... .......... ................ ..... ..... ............................................................ D [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................ ...... ........... .......... ........................ .................. ......... ........ D [iJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [K] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. 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 zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt 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 zero (0) percent [72 P.S. ~9116(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 four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [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. REV-1502 EX+ (6-9W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF SHIRLEY M. KREITZER FILE NUMBER 21-05-0737 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a 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 survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Personal residence 143 South Enola Drive, East Pennsboro Twp., Pennsylvania VALUE AT DATE OF DEATH 75,850.00 (Value based on recent county assessment) TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 75,850.00 REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF SHIRLEY M. KREITZER FILE NUMBER 21-05-0737 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION U. S. savings bonds, Series EE, Serial Number L 112595639 U. S. savings bonds, Series EE, Serial Number R46507855 VALUE AT DATE OF DEATH 104.14 2. 242.96 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 347.10 Savings Bond Calculator Page 1 ofl Vallie As Of 07/2005 i Updatej r-----;-;-.-----, 1....,H~~ c~ca Savinc Bond Info Series EE Bonds Denomination Serial Number Issue Serial Number Issue Date Series Deoom Price Interest Value Interest Rate Issue Date [ YTD IOi $2.0 Next Final Accrual Maturity 11/2005 11/2012 $ 50 Results # Bonds 1 Total Price $25.00 Total Interest $79.14 Total Value 5104.14 Ll12595639 11/1982 EE $50 $25.00 $79.14 $104.14 4.00% Le(end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~.._) ~~4_'} (._) \.._.) Submit Survey ] ( Reset) http://wwws.publicdebt.treas.govIBC/SBCPrice 4/7/2006 Savings Bond Calculator Page 1 of 1 Value A.r::. Of Savinc CALCU ~ 07/2005 1.'Updatel I ~ ., ...,.. ..' .,. ....! :_c::..UQA. .,.....~ ::~..-.;~~., , .'-~ Bond Info Series EE Bonds Denomination Serial Number Issue Date $200 [ Resu Its # Bonds 1 Total Price $100.00 Total Interest $142.96 Total Value $242.96 YTD In1 $4.7 Serial Number Issue Date Series Denom Issue Price Interest Value Interest Next Final Rate Accrual Maturity R46507855 08/1988 EE $200 $100.00 $142.96 $242.96 4.00% 08/2005 08/2018 L.e(end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~.._.} (._) ~~._..} (._-} [ Submit Survey ] ( Reset) http://wwws.publicdebt.treas.govIBC/SBCPrice 4/7/2006 REV-1508 EX+ (8-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF SHIRLEY M. KREITZER FILE NUMBER 21-05-0737 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 . Sovereign Bank Savings Account # 0924031206 10,358.73 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,358.73 041.17/2006 ION 16:00 FAX @OOZ/OOZ Sovereign Bank ESTATE OF SOCIAL SECURITY II: DATE or DEATH: Shirley Kreitzer 182-22-5047 July 22, 2005 AceouJlt #I: 0924031206 Type: Savings la the Dame of: M Shirley Kreitzer.. Sherry L Baker POA Date 01 Death Balaace: S 1 0,358.73 IDt.(YTD) fro~ 1/] 12005 to 613OflOOS Aecru.ecI iDterest to date 01 death: 123.91 Other Info: OpeD date: 3n /2000 : $32.63 Page 1 of 1 REV-1509 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF SHIRLEY M. KREITZER FILE NUMBER 21-05-0737 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Colin X. Kreitzer 3421 North Fourth Street Harrisburg, Pennsylvania 17110 Son 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 ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. PSECU Regular Share Account #0182225047 34.97 1/2 17.49 2. A PSECU Checking Share Account #0182225047 3,966.16 1/2 1,983.08 3. A PSECU Money Market Account #0182225047 1,427.59 1/2 713.80 TOTAL (Also enter on line 6, Recapitulation) $ 2,714.37 (If more space is needed, insert additional sheets of the same size) PSEC4; the financiallinkTM - '-" -~---..-.~- . -~- , _<_...........- _~. _____c '_.._ ."-....,~. ~_....., -- .---""'-..- -,......--......."",.=.........--,..,-., April 11, 2006 M SHIRLEY KREITZER COLIN X KREITZER 3421 N 4TH ST HARRISBURG PA 17110-1416 To Whom It May Concern: As of July 22, 2005, M. Shirley Kreitzer's account balances were as follows: (S 1) Regular Share (S4) Checking Share (S7) Money Market $34.97 $3,966.16 $1,427.59 If you have any questions, you may reach us between 7 a.m. to 5 p.m. Monday through Friday or Saturday 8 a.m. to noon at 717.234.8484 in Harrisburg or toll-free number 800.237.7328. Please enter 5 and then 5 again at the menu prompt to speak with a Member Service Representative. .~.~ Lisa K. (265) Member Service Advisor Member Services Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 · (717) 234-8484 · (BOO) 237-7328 Cet-- M~~~~g ~C!~SS~_ P.O: ~?~ ~7ql_~_Ii'!rrisb~rg~!~?1-Q~-Z~!~ ~.. (71~!J77-_~}90(T()PL~. (~OO) ~~~- !2~7JTDD) L~ . 'Savings federally insured up to $100,000 by the Notionol Credit Union Administration www.psecu.co m ; REV-1737 -6 EX + (9-00) ~. REVERSE ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Use Schedule H ONLY for proportionate method of tax computation. SHIRLEY M. KREITZER FILE NUMBER 21-05-0737 ITEM NUMBER Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Sullivan Funeral Home Pastor Joe Gentlemen Jeffrey's Flowers 1,576.00 100.00 113.37 A. 2. 3. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Colin X. Kreitzer & Sherry L. Baker Social Security Number(s) EIN Number of Personal Representative(s) 195-38-7647 167 -40-2454 Street Address 3421 North Fourth Street City Harrisburg, State PA Zip 17110 Year(s) Commission Paid 2006 4,500.00 2. Attorney Fees 5,000.00 3. Probate Fees 291.00 4. Accountant's Fees 5. Tax Return Preparer's Fees 800.00 6. Miscellaneous Expenses Com cast Cable - cable television 90.50 AllState Insurance - homeowners insurance 216.86 C.T. Hoffman Plumbing - winterizing house 100.00 Detective Joseph Hallesey - testimony to testify in eviction hearing 50.00 Verizon - telephone 87.27 Subtotal from attached 2,490.80 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 15,415.80 Estate of Shirley M. Kreitzer SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Item Number Description 6 Alicia D. Stine - property taxes Postage East Pennsboro Twp. - sewage, trash removal American Water - water bill PPL - electricity Lorin Thomas - labor - cleaning house Sally Thomas - labor - cleaning house Amy Baker -labor - cleaning house Angela Baker - labor - cleaning house Molly McClure - labor - cleaning house Total File Number: 21-05-0737 Amount $ 982.86 $ 4.11 $ 369.27 $ 102.95 $ 250.61 $ 90.00 $ 40.00 $ 270.00 $ 340.50 $ 40.50 $ 2,490.80 REV-1737-7 EX + (9-00) '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Use Schedule I, Part 2, ONLY for proportionate method of tax computation. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER SHIRLEY M. KREITZER 21-05-0737 Part 1 must include mortgage liabilities, liens and taxes against the Pennsylvania realty that were due and owing as of the date of decedent's death. Complete Part 2 ONLY when the proportionate method of tax computation is elected. PART 1 - OBLIGATIONS AGAINST PENNSYLVANIA REALTY ITEM NUMBER DESCRIPTION AMOUNT 1. PART 2 - ALL OTHER DEBTS OF THE DECEDENT TOTAL PART I 0.00 ITEM NUMBER DESCRIPTION AMOUNT 1. Hospice of Central Pennsylvania - nursing care 6,600.00 2. Harrisburg Pharmacy - medication 6.50 3. The Patriot-News - newspaper subscription 55.90 4. American Water - final water bill 33.31 5. PPL - final electric bill 57.30 6. Com cast - final cable television bill 49.62 7. Verizon - final telephone service bill 83.38 8. Susquehanna Surgeons - uninsured medical expense 11 0.00 TOTAL PART 2 6,996.01 6,996.01 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1737-7 EX + (9-00) .~. REVERSE ~ SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER SHIRLEY M. KREITZER 21-05-0737 When flat rate method is elected, list the beneficiaries of the Pennsylvania property. When proportionate method is elected, list all beneficiaries. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Colin X. Kreitzer Son 0.33 3421 North Fourth Street, Harrisburg, PA 17110 2. Sherry L. Baker Daughter 0.33 811 Erford Road, Camp Hill, Pennsylvania 17110 3. Steven S. Kreitzer Son 0.33 143 South Enola Street, Enola, Pennsylvania 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIDE OF REV-1737 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II $0.99 ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1737 COVER SHEET (If more space is needed, insert additional sheets of the same size) IF THIS WIllIS REPL4,CED BY A NEW ONE, PLEASE INFORM ROBERT E. MYERS, ESQUIRE OR1Ga.:(.~1. IN TH:: SAfE Of ROBERT E. Iv\YERS, C.iQUC~ 100 YORK ROAD NEW CUMBERlAND, P A. 17070 LAST WILL AND TESTAMENT OF SHIRLEY M. KREITZER I, SHIRLEY H. KREITZER, of 143 South Enola Drive, Enola, Cumberland County, Pennsylvania, 17025, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils previously made by me. ITEM I: I direct the payment of all my just debts, expenses of my last illness, funeral expenses, perpetual care of my burial lot, suitable marker for my grave and the costs of administrating my estate from my estate as soon after my death as conveniently may be done. ITEM II: I give and bequeath all my personal apparel and jewelry to my daughter, SHERRY L. BAKER. ITEM III: I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal or mixed, tangible or intangible, of whatsoever nature and wheresoever located and all property to which I may be entitled or over which I may have power of disposition or appointment and whether acquired during or after my lifetime unto the following named persons then living, provided they survive me by ninety (90) days following my death, as follows: (A) One-third (1/3) to my daughter, SHERRY L. BAKER, and one-third (1/3) to my son, COLIN X. KREITZER. In the event either of them -predeceases me or dies wi thin said ninety (90) Ii )"/l 4--"~- (/7- . ,h...J,:.....L" , . "--- -'- Vl /' t(;;~C ~ days after my death, then his or her share shall go equally to his or her children then living or otherwise equally to Iny surviving children. (B) Of the remaining one-third (1/3), the SUIO of TWO THOUSAND FIVE HUNDRED DOLLARS and 00/100 ($2,500.00) shall go to my son, STEVEN S. KREITZER, and the residue to go to CCNB BANK, N.A., IN TRUST, for my son, STEVEN S. KREITZER, for ten (10) years with income to go to him quarter-annually or as is convenient to my Trustee or to place said funds into a Certificate of Deposit or a savings account in the name of Steven S. Kreitzer, earmarked and restricted that the funds cannot be withdrawn until ten (10) years after the date of my death with income to go at least quarter- annually to him; however, in any event, all or part of the corpus of said Trust to be used at any time towards the purchase price of a house and lot in the name of and for the use of my son, Steven s. Kreitzer. I~EM IV: I direct that any and all taxes that may be assessed in consequence of my death, including all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate as a part of the expense of the administration of my estate. I'.rEM V: I authorize and empower my personal representatives and/or said Trustee representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwise, as my personal representative or said Trustee may deem proper, all or any part of lx' [~. f<': .... . T} J; ,. "" /J . 'l...vi., ~ "--, ,/ i~# "r--:" 1\ (~"~_... '~) .:.---/ " U my property, real or personal: to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributeesi to conduct any business in which I have an interest at the time of my decease, for such period as my personal representative may deem proper, power to borrow money and pledge assets of the business and the power to do all other acts that I, in my lifetime could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carryon said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided, to retain indefinitely any part of IOY assets, real or personal, which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other II ~"\. .... .'} - --. "VI-- "-/.' I ?' P. )J), KILJ......<-. '. L-- principal or income of my estate; to invest and reinvest in all forms of property without restriction to investnlents authorized for Pennsylvania fiduciaries, as they deem proper, without regard to the principle of diversification or risk; to exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to any beneficiary shall be made upon the sole receipt of the respective beneficiary to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge and free from control by the creditors of any such beneficiary. All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VI: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. , ~L--~-k-I YfJ - J<<~- ITEM VII: I hereby nominate, constitute and appoint my daughter, SHERRY L. BAKER t and my sons, COLIN X. KREI'llZER and STEVEN S. KREITZER, as sole Co-Executors of this my Last Will and Testament. IN WI~NESS WHEREOP, I, SHIRLEY M. KREITZER, have set to this my Last Will and Testament my hand and seal this 9~')l.lL.uJ /' , 1991-. /.t.dJ day of (SEAL) Signed, sealed, published and declpfed by SHI~~Y M. KREITZER, the above-named Testatrix, on the /!U) day of ~!l"Ld..'-~- , 199..L, as and for her Last Will and Testament in the:~resenc of us, who, in her presence and in the presence of eac~ other "ave, at her request, subscribed our names as witnesses hereto. g~ 01it~ residing '--I L/ ( J8~~iCk. c-t:~rUL- residing at COMMONWEALTH OF PENNSYLVANIA ~f~_ (j We, the undersigned, COUNTY OF ) ) ) 58: the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned authority that we were present and saw the Testatrix sign and execute the instrument as her Will, and that she had signed willingly and that she executed it as her free and voluntary act for the purposes 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 or older, of sound mind and under no constraint or undue influence; and I, the said Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it wLllingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~y , . , NotadaI Seal ~A. WtiaY. NotaryN1lc -~T~.YorkCWty My Commission EXpires March 14. 1994 Meaber. PennsylvaniaAssociation of Notaries Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Shirlev M. Kreitzer No. 0737 of 2005 also known as Date of Death Julv 22, 2005 , Deceased Social Security No. 182-22-5047 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 Pennsylvaniaof 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 of the Commonwealth of Pennsylvaniaexcept that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. 1.0. No.: 44797 pers;;z~resie:, ~ Yn/ .~j ..~ Name of Attorney: Shaun E. O'Toole Address: 2813 North Second Street Dated /f fljYJ J 06 v Harrisbura, PA 17110 Telephone: (717) 213-6653 Description Value (1) Sovereign Bank Savings Account # 0924031206 $ 10,358.73 (2) U. S. Savings Bond - Serial No. Ll12595639-EE $ 1 04.14 (3) U. S. Savings Bond - Serial No. R46507855-EE $ 242.96 (4) Real Estate $ 75.850.00 143 South Enola Drive Enola, Pennsylvania 17025 ("') ~o to;g rp ;;;C 0 ;;.2J>F;; ":-r:::- ~ :.0 :z': (f) ^ ., '-,~oo (:"") 0 -n (::> C . :0 ~u --t :t> "" C:=J c;::) Q"'\ ~ " ~ N > :x: - .. .r::- ex> ~/) ~:~ (Attach Additional Sheets if necessary) Total: $ 86,555.83 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. Form RW-7 (Dauphin County- Rev. 9/92) PI.