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Home My WebLink About02-22-07 .-J 15056041114 REV -1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisbu 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 0lP (JJ1J3 Date of Birth Suffix 01311911 Decedent's First Name MI 179-12-6190 Decedent's Last Name 03042006 LEAMAN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MARY A 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 ELI 1. Original Return o 4. Limited Estate UJ o e. Decedent Died Testate (Attach Copy of Will) 9. litigation Proceeds Received D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82) 0 4a. Future Interest Compromise (date of CJ 5. Federal Estate Tax Retum Required death after 12-12-82) CJ 7. Decedent Mainteined a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death 0 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 ROBERT M. FREY Firm Name (If Applicable) 717-243-5838 o REGISTE "" = City or Post Office State ZIP Code ILLS USI!"eNL Y -~ :0 -r'l c) -0 iT1 '.'d~~ ~ en::;;;.,:: N C) ,-~ -~) 0 "T1 ,'_~)C :J:J -0 --4 )~~ DATE FILED +:- ,..,"1 ~_~~ i;~~, :~' ~~:~=S FREY AND TILEY First line of address 5 SOUTH HANOVER STREET Second line of address -0 :x N CARLISLE PA 17013 Correspondent's e-mail address: Under penalties of pelJury, I declare that I have examIned this retum, including accompanying schedules and statements. and to the best of my knowledge and belief. it is true. oorrect and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNAT E OF PERSON SPONSIBLE FOR FILING RETURN DATE ADORES 85 T NGER ROAD, BOILING SPRINGS, PA 17007 SIGNATURE OF PREPARER OTHER THAN REPRESENTATiVE ~'- ')#-1,~ ADDRESS , 5 SOUTH HANOVER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY DATE Side 1 L 15056041114 15056D41114 .-J ---I 15[]56[]42115 REV-1500 EX Decedenfs Name: MAR Y A LEAMAN RECAPITULATION 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179-12-6190 Decedent's Social Security Number 1. 2. 3. NONE 4. NONE 5. 6. NONE 7. NONE 8. 9. 158000.00 10788.00 79335.00 248123.00 22156.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . . 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.O 0 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 223563.00 16. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15[]56[]42115 15. 17. 18. 15[]56[]42115 2404.00 24560.00 223563.00 0.00 223563.00 0.00 10060.00 0.00 0.00 10060.00 m ---I REV-1500 EX Page 3 179-12-6190 Decedent's Complete Address: DECEDENTS NAME MARY A LEAMAN STREET ADDRESS File Number 21-06-0213 ~5 TANGER ROAD CITY BOILING SPRINGS STATE PA ZIP 17007 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 10060.00 9601.00 505.00 Total Credits ( A + B + C ) (2) 10106.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( 0 + 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 46.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 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 0 b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. D [R] c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 0 d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [R] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. D 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [R] 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 ofthe 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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. 99116(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. 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Mary A Leaman 21-06-0213 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 Jolntly-ownec:l with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real Estate, 85 Tanger Road, South Middleton Township, Cumberland County VALUE AT DATE OF DEATH 158,000 TOTAL (Also enter on line 1 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 158.000 .. S. w. Barrett Real Estate & Appraisal Services .FieNo. 8~098 APPRAISAL OF LOCATED AT: 85 Tanger Road -BoIling Spring., PA 11007..:9512 , FOR: nl81 &-Frey 5 South Hanover street Carilsle, PA 11013 BORROWER: Mary LEAMAN (&tate) AS OF: March 4, 2006 BY: Stan A. Skowronek Certified Rntdential Appraiser . ....~ S. W. Barrett Real Estate & Appraisal Services FIe No. 06-0096 03/1512006 TIley & Fray 5 South Hanover Street Carlisle. PA 17013 File Num~ 06-0096 In accQrdance with your request, I have personally Inspected and appraised the real property at: 85 Tanger Road Boiling Springs, PA 17007-9512 The purpose of this appraisal is to develop an opinion of the market value of the subject property, as Improved. The property rights appraised are the fee simple Interest In the site and Improvements. In my opinion, the estimated market value of the property as of March 4, 2006 is: $158.000 One Hundred Fifty-Eight Thousand Dollars T~e attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, ~G ~wr~'\. Stan A. Skowronek Certified Residential Appraiser PAY 6~~ \~.~~ ~ (').~~iQ) -r:.-1 ~ -:t :in ~ fL~.I ~"..,., "-- F8M TRUST . . lU IF TAXES ARE IN ESCROW, FORWARD TO MORTGAGE CO $1.00 FEE FOR ADDITIONAL RECEIPTS PAYABLE TO: OE5C: JUDY A. CAMPBELL, TAX COLLECTOR 6 HOPE DRIVE; PO BOX 300 BOILING SPRINGS. PA 17007 ASSESS.NO - 40001671 MAP NO: 40-12-0344-002 85 TANGER ROAD ACRES 2.200 DEED 00271/03759 LOT 2,2A PB 91 PG 81 Residential Building RESIDENTIAL TAX LEAMAN, MARY A PAYEI! 85 TANGER ROAD BOILING SPRINGS PA 17007 OFFICI! . MON 10AM-6:30PM (717)258-6517 HOURS: TUES & WED 10AM-5:30PM ClSD WKS OF JULY 24-31106 & 11120-12/4106 CLOSED HOLIDAYS IF TAXES ARE IN ESCROW, FORWARD TO MORTGAGE CO $1.00 FEE FOR ADDITIONAL RECEIPTS PAVA8lE TO: JUDY A. CAMPBELL, TAX COLLECTOR 6 HOPE DRIVE; PO BOX 300 BOILING SPRINGS, PA 17007 DESC: ASSESS.NO - 40001671 MAP NO: 4iH2-Q344-002 85 TANGER ROAD ACRES 2.200 DEED 00271/03759 LOT 2,2A PB 91 PG 81 Residential Building RESIDENTIAL TAX >AVER lEAMAN, MARY A 85 TANGER ROAD BOILING SPRINGS PA .17007 )l<Flce MON 10AM-6:3OPM (717)258-6517 iOUAlk TUES & WED 10AM-5:30PM ClSD WKS OF JULY 24-31/06 & 11120-1214106 CLOSED HOLIDAYS ,~ , FOR TAXPAYER COpy 2006 Statement of Reel Estate Taxes Improvement M neral 99 990 0 Bill No: Bill Date: Total 128 990 FlICe 310 Discount 2 t 277.72 2 t 22.76 Pe .00219700 219.68 .00018000 18.00 283.39 3: 23.22 2 t 20.23 20.64 2 ~ TAX AMOUNT DUE -> $320.71 $327.25 12/13/21 - SEE REVERSE SIDE OF BILL FOR A BREAKDOWN OF YOUR COUNTY TAX DOLlAR: Return Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. Control No: 040 - 001671 TAX C0LlECTOR COPY 2006 St8temei1t of Reel Estate Taxes Bill Date' Bill No: 3C) 310112C Assessed Land Improvement H1neral Total Values 29.000 !I!I.990 0 128.990 COUNTYOFCUMBBnAND Df-=ount Face PeMIt Rates II .00219700 .00219700 2 , 10 COUNTY R E .63.71 219.68 277.72 283.39 311. ~ Rates .00018000 .00018000 :2 , 10 COUNTY LIB 5.22 18.00 22.'76 :23 . 2::! 25.! TOWNSHIP OF SOUTH MIDDLETON Rates .000160001 .00016000 2 t 1q. PlRE PRaTe 4.64 16.00 20.23 20.64 22.1 TAX AMOUNT DUE -> $320.71 I $327.25 L__ ~: :If Paid On or After 37011~5T0l7200if --77Ol/20i :If Paid On or Before 4 30 2illL 6130 2006 IF NOT PAlO BY 1~3I2OOe 1HISlJIU.: WlU-aE~c I uRNED TO TAX - - CLAIM BUREAU FOR COUECllON AND flUNG OF A UEN AGAINST YOUR PROPERlY. 12113120C - SEE REVERSE SIDE OF BILL FOR A BREAKDOWN OF YOUR COUNTY TAX DOLLARS : Return Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. ._ . - ._. - . ." .. ....... " .0 _ ~1 313 - 1- ~: Ir, ~ I: << I DATE J..j-77,()~ $ 3 20 I 71 /1 DOLLARS 12I =::: roo /2vy~ ~~~~~!'!. * 0 III 8 b ... 8 0 III &:0 3 ~ 30... 30 bl: ......'--..--_,.....~.... _....-~ .y_.... ..~n.. __.' _-,,'.__ .-,l.~ .....__.........~-._ 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF Mary A Leaman FILE NUMBER 21-06-0213 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. EE Bonds DESCRIPTION VALUE AT DATE OF DEATH 10,788 TOTAL (Also enter on line 2, Recaoitulation)IS (If more space is needed, insert additional sheets of the same size) 10.788 . ... ," .. '" ,'1-' 06 10:00. \jIWlVIVln' I nfJl\J\ "1 tf\^ NO- Zq IZUU4 7112436441 F\",I!~ .. Til.~ r. VVL 'If ..,... I..' .... ....-...--.......- .. . p.t } ~f tl t 11~J.ltLf ~ '1lBlttfl_--- .I....~... ~~ 175 05,1940 1iI ~~8il~Gll\ LIAMAN BOllING SPRINGS PA~1'7001 OR MARY'A'f.EAMAN, ',' ;::',,:" X-O~002-193~aaO~E!' 8922620002011 031 911B2', ,~:,....ftA.~" , . ,. i l " . _~ t1. ;L;.,.,', ...........~~ - J ":OOOOCfOOO ?1:OCf 5000 ell:) 3880.- ..)~. , ~k o~ l)~"- ~t.C-ld I :l.obc" \ " . . .', . " , ". , . ' .; . . y . . .t.,' .' -' I "'a ',.. :.. . . /' 09 ,199Z '~, :.."; PilI. ,illL PISC AGT' Us. I I....... ........ " SIP' 21 ; . 19.~ . , ""-.,.- ~ . . , . \... _i. '. 4- ~-.....-.. X2193880EE. :.' ,lit- .... . " .. .~- , '. ",r" .' ,.r , I .' '., ;. . , . : \ :'. ~. ~ ..' "! :.. , - ..~ .,:: ~':' (' , " t~ :~'."'~' }, ".IIIYIYlfIl' I"""~' VI rf1^ 1'10. lq I,UUq p, 003 Savings Bond Calculator Page 1 ofl V,due ^s dl J.Q3i200Lj lUPii!!!J ~...~ ~:;..' - :..... CALCU Savinc Il'Jlld IlltO Series I EE Bonds EI Deaornlnatloq sl!O,OOO l:1 Serial Nunaber I_---___--.J Is.., Date L-j [ H':':1l1! 1-:; II Bonds Total Pril:e Total Interest Topl Value VTD IIlI 1 55,000.00 55,788.00 $10,781.00 521%. Se....l blut . ISlue Interest Next Final Number Date Senes Dell om PrIce lutered Value Rate Accrual Maturit: x2193880 09/1992 BE $10,000 $5,000.00 55,788.00 $10,788.00 4.00% 0912006 09120Z I L' ( {' III I Note DeserfpUon Nt Not Issued NE Not Eligible for Payment PS lncludes 3-month interest penalty MA Matured and Not Earning Interest PI.a~e rate this service. (Please print and/or .ave this page before submitting your survey) Service Excellent Good Fair Poor Savin. Bond Calculator ceo 0 :. ':Sutunib3~rvey'~::\".I':'R~~t'l . t ...,. ...... "".f .... http://wwws.publicdebt.treas.gov/BC/SBCPrice 6/2/2006 217 REV.1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary A Leaman ITEM NUMBER DESCRIPTION 1 M&T Bank, Certificate of Deposit #31003913947867 2 F&M Trust, Checking Account #33-09584 3 F&M Trust, Certificate of Deposit #015-2982377 4 F&M Trust, Certificate of Deposit #015-2983259 5 F&M Trust, Certificate of Deposit #016-2975842 6 F&M Trust, Certificate of Deposit #016-2975849 7 F&M Trust, Certificate of Deposit #021-2980607 8 Refund, United American Insurance Premiums Include the proceeds of litigation and the date the proceeds were received by the estate. All DrOP8rtv lolntlv-owned with rlaht of survlvorshlD must be disclosed on Schedule F. FILE NUMBER 21-06-0213 VALUE AT DATE OF DEATH 7,166 105 15,293 10,086 30.595 10.753 5.069 268 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 79,335 ..... ~~--. . m M&fBank 499 Mitchell Street, Millsboro, DE 19966 April 19, 2006 Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 RE: Estate or Mary Leaman . Date or Death: March 9, 2006 Social Security No.: 179-~2-6190 Dear Mr. Frey: In response to your request, please be advised that at the time of death, the above- . named decedent had on deposit with this bank the following accounts. 1. Account 1YPe.. .. .... .......... ...... ... Certificate of Deposit Account Nwnber....:-.;....... .....~. ...31003913947867 Ownership (Names of).............. . Mary A. Leaman, Robert Z. Leaman Opening Date...........................08j22jOO (account closed 03/13{06) Balance on Date o/Death..........$7,150.62'\ ACC1Ued Interest $ 21.43 ), S; f ~ .---....-. ". TqtaL.................................. ....$? , 166.'??__ _..> r,.:J: above named decedent did not have a safe deposit box. r. V ..\~ ,~,.,,' l\ \ r- 'j " ,.' - \:,~ ,t..iJ~~ For any additional information on the above accounts, including ownership, statements and closures please contact our Spring Garden branch at 717-240-4525. Sincerely,. . ~IJ~.... '. Charlene Warrington, lc~rds Management : 1-888-;502-4349 en c o ~ :3 ca > .r::. ca Q) Q - o Q) .... CO Q C <<Sco EO .cO Q) C\I -'0) <..c: ~e <<S as ~~ CD..c: Eas COeD zo ~ - Q) 0 E Q) 0- ....as mo :3 () I I I c ! <<S E 1 .c Q) I -' <( ~ l :a; ; i .... j 0 ~ c i <<S C C C Cl= Q) E as as co m:ru i .c E E E E;l= ~ .c .c .r::. ..ell: 0 Q) Q) (D (DIe) - N -' -' -' -'i....J C 1: <( < <( <(1-< :;:, 0 Q) ~ ~ >- >'j >- ~ .c .... ~I~ 0 <<S lU a: :E :E ~ ~l~ Q) C") ll) co I'- ~F? (,) 0) co L{) Ct) ..- .0 c:: ~ N to to C"'5d as as 0) ~ 0') L{) (D .,.. C\I L{) 1'-0 CO ui' ci 0 04-) Cii .,.. ..- Ct) T"" ~ 6ft 6ft tI7 (fi (.11',.)- - ,..... 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'.J (,) .c I < (.) _. . 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 21-06-0213 Mary A Leaman Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Funeral Services 7,082 2. Harold Leaman, Funeral Luncheon 594 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 10,453 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Rov A. Leaman StreetAddress 85 Tanaer Road City Soilina SDrinas State P A Zip 17007 Relationship of Claimant to Decedent Son 3,500 4. Probate Fees 348 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Register of Wills, Filing Fee for the PA Inheritance Tax Return 15 8. Checks cleared after Date of Death 164 TOTAL (Also enter on line 9 Recaoitulation) S 22 156 (If more space is needed, insert additional sheets of the same size) REV.1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Marv A Leaman 21-06-0213 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. F&M Trust, Cost of Asset Letter 15 2. West Shore EMS 637 3. Steve W. Barrett, Appraisal of Home 300 4. Office of Aging 128 5. Judy A. Campbell, Tax Collector, CountyfTownship, School Taxes 937 6. Recorder of Deeds, State Tax/Stamps 263 7. Yellos Breeches Famil Center, Medical 124 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,404 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21 06-0213 Marv A Leaman - 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 Wade A. Leaman" 322 Hambden Street, Chardon OH 44024 Son 1/6 of residue of the estate 2 Roy M. Leaman, 85 Tanger Road, Boiling Springs, PA 17007 Son 1/6 of residue of the estate 3 Nancy L. Leaman Bert, 2335 Iron Spgs Rd, Fairfield PA 17320 Daughter 1/6 of residue of the estate 4 Harold R Leaman, 2 Creek Lane, Newville PA 17241 Son 1/6 of residue of the estate 5. Mary Luetta Sheaffer, 366 Bloserville Road, Carlisle PA 17015 Daughter 1/6 of residue of the estate 6. Robert Clayton Leaman, Deceased April 11, 1999: Son 1/6 of residue of the estate A. Laura Jane Leaman, (daughter of Robert Clayton Leaman) Granddaughter (1/12 of residue) 1211 North Ridgefield Circle, College Station, Tx 77840 B. Keith Adam Leaman (son of Robert Clayton Leaman) Grandson (1/12 of residue) 90 Waverly Drive, Apt#S302, Fredrick MD 21702 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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 $ (If more space is needed. Insert additional sheets of the same size) I' , , -~~, '\ ._'" " , \' , '- -, Wast ~Hl r.tntt 'QtflltrUlttltt of MARY A. LEAMAN I, MARY A. LEAMAN, of the County of Cumberland, and Sta te 0 f Pennsylvania, being 0 f sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, 'in manner and form following, hereby revoking any will or wills heretofore made by me. ARTICLE I I direct that all my just debts and funeral expenses be fully paid and satisfied, as soon as conveniently may be, after my decease. ARTICLE II I devise and bequeath all of my estate of wh~tever nature and wherever situate to my beloved husband, ROBERT Z. LEAMAN. "I ..', ~~.::. '\,:.: '\ . " "" . \' ARTICLE III Should my husband predecease me, I direct that all of , the remaining furniture, furnishings, household goods, records, photos, and any other personal property owned by me at the time of my death shall be distributed in accordance with the provisions of a memorandum accompanying this, my Last Will and Testament. If for any reaso~ said memorandum is not found and properly iden- tified as such by my Executor within sixty days after the filing of this will for probate, then it shall be presumed that such memorandum was destroyed by me with the intent to cancel the same, and all of the aforesaid property shall fall into and become a part of my residuary estate hereinafter disposed of. I direct that any expenses incurred in safeguarding or delivering such property be paid from my estate as an administrative expense thereof. . . ~~ I ARTICLE IV I hereby direct that my Executor itemize any personal property not disposed of in Article III, with appraised values for inheritance tax purposes, and circulate the list' to my living .', c~ildren for comment as to valuation. In any event, my Executor " '. . ...."i.ehto have sole and final authority as to valuation and distribu- \. . , tion of tangible personalty. After receiving comment, the list -..... shall be circulated to my...beneficiaries hereinafter named for sealed bids. My Executor's counsel shall, on the day appointed, open all sealed bids in front of any beneficiaries who choose to attend. The highest bid at or above the appraised value shall be accepted by the Executor for the tangible personalty. These bids may come from the beneficiaries' share unless the bids exceed the cash being distributed to the beneficiary. Ties may be broken by a flip of a coin or any other manner the Executor chooses. ARTICLE V To my son, ROY M. LEAMAN, and his wife, and their heirs, I forgive one-sixth of the principal balance and accumulated interest in the mortgage from ROY M. LEAMAN and his wife to ROBERT Z. LEAMAN and MARY A. LEAMAN with respect to the sale of the farm. I devise and bequeath any and all remaining principal and accumulated interest under said mortgage to my five other children and their issue per stirpes. My five other children are: WADE A. LEAMAN, NANCY L. BERT, HAROLD R. LEAMAN, ROBERT C. LEAMAN and MARY L. SHEAFFER. ARTICLE VI .*~.... All the rest, remainder and residue of my.estate, of ~~ :~~~very nature and wherever situate, I devise and bequeath to my six '\ . , .... .....children in equal shares, and their issue per stirpes. At the present time I am the mQther of the following six children: 2 .. ., WADE A. LEAMAN, NANCY L. BERT, HAROLD R. LEAMAN, ROBERT C. LEAMAN, MARY L. SHEAFFER and ROY M. LEAMAN. ARTICLE VII I direct that my Executor, or his successors, shall . '. duties in any jurisdiction. not be required to give bond for the faithful performance of their ..,--...". ..-.:.-- .... '\ ARTICLE VIII I do hereby make, constitute and appoint my husband, ROBERT Z. LEAMAN, to be the Executor of this, my Last Will and Testament. In the event my husband predeceases me, fails to .' qualify or otherwise.ceases to act as Executor, I do hereby make, constitute and appoint my sons, ROY and WADE LEAMAN, as Alternative Co-Executors of this, my Last Will and Testament. IN WITNESS WHEREOF, I, MARY A. LEAMAN, the Testatrix above-named, have hereunto subscribed my name and affixed my seal this -=-~oJ?'.~_ day of -d;'/~i..~ """_f.<.'-=~ , 1984. C ;.- )) 'l!.,./f~./ !,i l . ..,.. ct. J... \. !'to "'- . Mary A. Leaman (SEAL) Signed, sealed, published and declared by the above- named MARY A. LEAMAN, Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request as witnesses thereunto, in the presence of said Testatrix and of each other. !;). x..~" -~,-~.':,,~,':', ,.>...../.. 3q.."JvC~~ ~ . /-;":."_<:.(..(.// .. residing at ,~A .~....... ~.a-.- /7ollrj . ~. '.. P -I residing ~ <.oJ '- ..;. . L\: -t' f' .,-.} ," , /' , . "'!- at /,: (,If.. / t.t., '",-<t. I. f~ ,.... /" ,/,.:j to. L r. . ..t.? (t'~'i.J) e 1/11( .;;~i ,1)1: /f5r,j ft~'t residing at 3