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Home My WebLink About96-00613 >C,";;;: :'"',1-_"'';' .....~.u.;.~.;... l- . ~ ~ ~ r<' ~ E ~ - ~ '0 ~ \ ..:3 2 ~ cr- cr- - CI) , N a ~ ~ . :3 3 0 1ft ~ .. -..) .$ Z ~. . ,~Iary Ellwhelh I.ehmall 1:..'111/1' I!/._._.,_._______ ...-..,..--.-. -.. ell.\u A'/w"'II jl.\'___.~____._____ ._^__.___.____.'"_.. PETITION 1o'0H PIU>IlATE 11l1d GI{ANT OF LETTEHS Nil. __.~L:::_:tlo - (p I 3 I'll: Ilv~illVI Ill' "'1'111 rill l\lV I l'lHIIlIY or ___ .ulTIllCr' am in Ihe Cllmmllll\lvallh Ill' I'vnnsylv;mia __.__ ____._._____.______.~__. /Jt"'('lI.\t.tI. ,~IIt''''' SI'I'IIfII)' Nu. .-2.U7::.J4=.!!.!!l!IL..___.... Thv PVlilillnllf Ihv lullkrsi~n",llvlp'.Vlflllll' Ivplv\Vnll Ihal: Yuur pl!litiollcr(\), who j\/;Ul' 1M ye.lr\ of aJ.!l' or oh!,.'r alllhl'l'.\Cl'Ulr..l~_ inlhv lall II i1lllllh,' ai'", v Jvv".km d"lvd Al,.r J.l_~! ami vUlJklllll d,uvll Novemhe~..!.!!.,__,-97j _______ ng~,vd .19_ l'l.lIl' rdl'\;llll ~"\.'IIII"I.lIIt.:l.". t..',to:. h'lIt11h:lOlIhlll. d~'.lIh Illl'\Ct.:Uhlr. cle.1 Ikvvndvnl"'" dllmkikd ill dv,uh in Cllmherlalld County. Pcnnsylvania, \lilh her .1;"1 family Ilr prindpal rVlidvnvv al ~;l9 \~. South Street. Carl isle. ________._ CUl.lbl.!rlHnLC.o.ullty~ Pl.!nn~yl"nn{:l 111'1 '!fl"'!. 1II1Il1""f ilml JIlUlKlp.II11\) Dvvvndvm.lhvn 86 _yvarsura~e.died August 2, .1996 ilI_C1!r.lj.sJ_I!_llospi~a.J.J Carlisle, l'ell""ylvania E\evpl al 1'01111"1. IIvvvdvm dill nOlmalry. \lal IIllI divorced ,mJ did nOI havc a child born or adopled after V\VVlIIiOllllf Ihv II ill offvrvd for prnh'llv; wal nOllhv I'kum of a killing and was nel'cr adjudicaled im."oIl1I'L'lcnl: Dvvend,'nl al dv,uh ,1I\nvd propvrlY wilh v,limalcd 'alllvs as followI: (If domidk,l in I'a.) All pvrsonalpropvrlY $ 30,000.00 (If nOI dOlllkikd in l'a.1 I'vl\onal propCrlY in I'vnn'yll'ania S (IIUnl domidkll in l'a.1 I'vrsonal propcrlY in CoulllY $ .. \'alllv "I' rval Vllmc in I'vnnwll'ania S 100.000,00 litll:uvd a\ 1'011111\\: 239 'w. South Street, Carlisle, Cumberland County, Pennsylvunia \\ HEREHJllE. PVlilionvr(l) rv,pvclflllly re4f~~I~~ ~le Croh,uv of Ihc lasl will and codicil(s) prvlvmcll herellilh and Ihv gram of kllcrs_ es m nt ry 111."1;11l1~'ll1al \; .ldlllllll\lr;lIllln ,:.1.<1.; adminj'lration d.h.n,c.l.a.) Ih"'ItHI. / , \!. il< ,( I)) H{tJ';;!I(t,C-, ;: ~Z - - ~i , ., , ~.;..,'i/(",. " Ilrl//f Virginia M. Lehman a/k/a Vir~inia Franklin ~~.L.&..._,\, . ."/ -..<" : . .' .., I .' .' I/~ I (,.' -." I,}. '.' . . ........." . . . ....),.1 .',.1 ,. -". ". 'it( -.' ~~ , r Phyll f!l D. .J!hyll1~ Il :,~~~"n "-?:~.&W~me a/k/a --0,_.- ----.----- OATH OF PERSONAL HEPHESENTATlVE CO:\I:\IO:\\\'E:\I.'I'II OF PE~NS\'I.V ANIA cor :\TY OF rumherland I . o,,!..J f .... 1Il1'I'VIUionerlll al'lI\v.n:lI11vd "'V'lrll} or affirml'llhm Ihv IlalvmVlllI inlhc foregoing pelilion are !rile ,1Ild .,'rr,'VlllIlh,' hVII 01 IlIv knollkd~v and hdid of pClilinner(l1 and IlIal a' pcrsonal reprvsen. lal''''I',1 "I Ihv aho,,' ,kwdvlll I'vlitinl1vrll} lIiII IIdl and !rilly adminislvr Ihv e'lalC according 10 la\l. S\\I\ltl hl or .lllirl1h.'d .lI1d 'uh'l.:f1hl:d 1 hcfl'h' !1h.' 1111' 8TH d;!\ of I ,.. ''''Jl:OGUSr--. -'} :JG . - .L.L___._.-L I f~ r. ,'f' ..I.t '. !w 'lJ.' _ ) ,",-/_l,. .......' I.' '~. .' _ ._' ._--J...!.~~.,. '; .. , . MARY C. LEWIS H,'Vllla II "..' ? I l' 'j' !', ./' , ' '/1'" ../ ..,r/ r - VI ;;. " 'g ,-1 . '-" .... :,',;/' '~J~:~: rV ~M:. / .' I ~ '. Ln c:~ ~ '::-:'.1 '"}Q. ~) " ;::: ,.J ) co I c:> : , ~.g G ( i;.) '.J ,':} '"' :5 Q'U. p, a:: nu I I \ James H. ForeiD,:m, Vi rgi nia >1. Ll'llI'lIln illld Fill' II is]). Leh'lwn, or Lhe I /'f' survivors or survivor, the same In he divi,JC'd ,1'1I0nr, them: " -::C-v' p....>', 1Prtl~\VI-tel~V-101" . ,fl':!?/' ',;.'-"'~j.~ ,V,"J,:.) It.. .J "I/('~ .".~..trY/ . I . . . . ' . '. "......,\ .. '. t;\~~T ',.'1 I.L /'J:n TE:;Tr~H::!':T .___._ .___. __....... 0__._.._..___.__.___ r t :.t\!,~y ,],l.::.':,l'i"jtt ; "JP:"'~t i:: i';::'l;.. 1, .. 'k;)" ! 1 :H1l1 (.)\111:', PC'iln- ~;y] V:1I\1.:1, heinl', uf' -;(,1\J1,1 <".illl, l-ll ;;1;1' " ! II \ ~,';' ..; i! II' Ii t 1'" ; i {; u:d- I' . publi:;h ilild dl.'C'-:'J~I' lId., d:~ :\1<' IT" 1.1' t \;{ 11 .'111,1 Tt' ;t:\llh'nt:. hf.n'- by l'l:vokin;,!, :IIHl 1I;,t\: in;', . . \JtJi.d .ii 1 \. rl', i r ~;,' ill ci l1le' i \' 1!1i' :It: {0i11Y IwreLo[(ll'C' made. VTL:~~'l'. T ,1j1.Pf'i '111, 1"1 ',,1<1," '.:1"; :\lll,'rdl l":n"n~p~.; t 1n- t ludi ":; il] I i lIhl' l:i t :\I'I( {' lit' (~,11 i.' fLl!\ .!. i ",1 cuI (If ,.,'" ,c. :.:1'., ;l!' :;:i; cstDtt! by my E};t'cutOJ. hI l-eil1ilrtl"" n:lmcd n,-; SCUll :J~, CUllvl'llt('ncly may be after my deccns('. SECOND. I give and bequeath Lhe folltMin'; i t:cms Lo my chi Itlren, -:;r~ ;'laplc bed room ,;ui t:e Dining room ,;ui tc and mh'l'l)I" Chc rr)' tab lc \d L!J "'1111 ,; i I\e Ov;]l \wlllut tahl.. (:'01:\1 1) \!alnut drcp Jeil; tahle l..arj(!.t-l,::ch~s.t ".[ (l1..i)~.u.f:, ~ctfrlH hed II, . f~~ci.1~ca 1 <'>s 'f\~o m,ml:el lights \\'il:h stereo already be lcng~; Lehmon.- a. --.. b. .--^ c, d. ~. (', r ,- \>,1 i:'thi~.l-n5s . lulU uS \.~. ,~. " r-">j\-':i~ ____ ',>')1. '.) -- n' 0",)' i. The prisms. to Vlrginiil :'1. THIRD. I give, devise nnd hcqucnth all of the l't.:st, n.'"idue and remainder of my estote, renl [H~li .~ I "; ,I'!I.I '\ H. Lehman, oh<;o lu te ly. ';',f"r ..1,,\ IH' l;son~,1 , fil"I('():V>- ",' I., to mv husbond, Russell FOllRTH. Tn 1:11<' '-'\'1'11 t: I:h:ll: my sn i d hnshnnd pt'cdl'ceilses me, then I give, devisL' t.:nd l)1.quf.nth nl] or the rest J l"t~S ioue and temainucr of my estate, real and perSI)Il;]], to 1:1", f"11",,in:; named persons in (''1'1,,1 ~,"lar"'.,' (lr 1.',1('1')". {_"..,...,I....., J -.>' ~."\~I"'ll I" Clll1,1 1)" ~ fO"lner _ ~u ;',... . '. -. .. . ~r.r' _' ',:.-TV~-~~;"c.l ; 1'1:: ..'..' u .. J..W , mCJrTi,llr~,(': nf'tty , . j "HIl' 'i 1 i' ,li I :~ I' 11 ; . , ~ ' : ~ ,); l ~! I ;: cd', j' 1flii: cl-Jldrcn by [l fOl~,~H.'l~ l'Idl":'i,I?Y ~1 nrJ \'1 r~ i i~ r ;, ;':1;:1dli ci:1d ~) I ~ ':] 1 i ~.; .,. 1 D. Lehman; our cil11drt'n. LASTLY, I nominale, constitute nnd appoint my said hu~band, RU:lsell \{. Lehm.:ln I Executor, if li ving, otherwise my hunband 's C. ,I, ,.'. '..-.) "!-l\ ....,. :'~ 15" II f- f' INHERitANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) fOR DAns 0' DIATH AnlR 12/31191 CHICK H If A SPOUSAL 1\ ./ POVIRTT CRIDIT IS CLAIMID 0 L-'"'" flU NUMBIR 21-96-061) COUNTY CODE YEAR MPl A IIlY,15COU:.11I.QIl .. . BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH." U~dor penohiC's of n~flur~. I declare thot I hove examined this relurn, including accomponyin9 schedule, and statemenll, ond to the bl" 0' my knowledge and belie!. " II Iruo. correct and (omolot". r declare Iho' all r.al o.tot. hOI been reported at Iru. mar.'1 volue. O.c1oration of pr'por.r other tho" Ihl personal ,ep,.,enlotiv8 is ~olod on all informallon or which prepor.r "01 ony knowledge. SIGNI.'Uin Of 10'("::;0:.' r.~!Ir':JN~18LE fOR fILING RETURN ADDRESS I DAlE t ( (d ~~,?-:'7'7 -0"1[/ / 1701.1 ... Z ... Cl ... U ... Cl W I- C('" :W:E" Ua..u ~"o I u"'.... 0.'" i 0. I <( \ I I- '" W z i '" ... '" Cl I 0 z I u 0 I 0. I I .1 i: , COMMONWEAltH OF 'fNN!lY1VANIA O[PAIllMfNI Of R[YfNU[ DfP! 210601 HASlJ:I~BUAQ 'A 11121.0601 (,: fl ') NAM IlA~. I . AND MIUOlllNI IAll N' 239 W. South Street CarllHle, PA 17013 Cumberland LEIIHAN. NAllY I,. A 0 IIA H 3-12-10 ..OCI.U H...UNITY NUMllR A 01 OLA U 8-2-% 207 - 34-6881. COli'''''' ~ kK I, Original Return o 2. Supplemen,al RelUrn 03. 05. Remainder Return (far da'e. of dea,h prior 10 12.1", Federal ella'e Tax Return Required TOlal Number of Safe Depo.;' Be o .40. Future Interell Compromise (far do'e. of dea,h ah.. 12.12.821 R"' 6. Decodent Died Tellote 0 7. Deced.nt Mainiained a living Trust 'Anach copy of Will) (Anach copy of TrUll' ALL co:meSPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAMt MPl MAlLIN AD R 1 Irvine Row CorliHle, PA 170\3 '= J. Limited eSlale _B, William A Duncan, EHquire utp.,om r.UMII - o ;:: ::5 ::r I- 0: <( u ... '" L R.nl ellale (Schedule A) (II 129,900.00 ~. Slocks and Bond. (Schedulo BI ( 21 :. Clo.oly Hold S'ack/Pannonhip Inlero.' (Sehodulo C) (3) J. IAorlgage. and Nole. Roceivablo (Schodule 0) ( AI 5. Cash. Dank Dopo.i.. & Miscollonoou. Penanal Prapor'y( 51 (Schedulo E) 6. Joinlly Owned Prapeny (Sehodulo F) ( 6) 7. Tran.f.n (Schodule GI (Schodulo II ( 7) 8. TOlal Gran Ane.. ('o'allin.. 1.7) Q. Funeral Expenses, Administrative CaUl, Miscolloneous ( 9) Expon... (Schodulo H) 10. D.b... Mongago Uabili'i... lion. (Schodulo II 11. TOlal Deduction. (Ialallino. 9 & 10) 12. Nor Value of Ellall (lino 8 minus lino 111 13. Char;lablo and Govornmonlal Bogue... (Schedulo J) .14, NOI '/oluo SubJoct to Tax (lino 12 minu.lino 13) 15. ^mcun' of line I A 'axable a' 6% roll (Indudo valu.. from Schedulo K or Sched"lo M,) 16. Amounl of line 1A laxoblo a' 15% ra'e (Indud. valuo. from Schodulo K or Schedulo M,) ,17, P';"C1oaJ 'ax duo (Add ,ax/ram lin. 15 and from lino 16,) 'IS. :..:ciin Spousal Poveny Credit Prior Paymenll + + 1~ Ii I;n. 18 i. groa'or ,han lino 17. enler ,ho diff."nco on lino 19. Thi. i.,ho OVERPAYMENT. ~r-IIj~~iI.j(-l:aL"I'I,;/.II.U'I'I'I'JUI'I'M'U i:.Jl'T1":'r:R":"IiI"..lolllllil'l'..li:.ltl'.."loI,l. (17) 8,286.53 (IBI (191 (20) 8,286.53 (20A) (20B) 8,286.53 30,360.24 ( 8) 160.260.24 25,151.25 (10) 25,151.25 (11) (12)135,108.99 (131 (1A) (15) 133,108.99 x .06 = 135,108.99 7,986.53 (16) 2,000.00 x .15 = 300.00 z o ;:: <( S 0. ::; ':) U ~ <( I- Discount Interllt .20 Ii line 17 is greater Ihan line 18, e,"ler tho difference on line 20, This iSlhe TAX DUE. I ~. E:Her the intereSI on the balance due on line 20A. I 0, "nl.r ,ho '0'01 of lino 20 and 20A on lino 20B. Thi. i. ,he BALANCE DUE. I Mako Check Payable 10: Regl.ter 01 Will., Agent c: / N IV AD DR ,..' v~;+. _X:~'_',:::~;.; llV.ilOlll+ 11l.1l1 I n\~'~l\ . ~.~ COMMONWUUH 0' 'ENtUnVANIA IHHUlfANCE TAX IUUIN lU!DINT DICIDINl SCHEDULE A \ REAL ESTATE ,~~~==,c="..==C,.7=" _. ...J. .___'_ . ----- . --' - -.--' flLENUMilER ESTATE 0' LEHMAN. MARY E. 21-96-0613 ~-----_.__.-_._.._-_. -----_.._~.,._-_._---_.-.'"._--_._-_.._--_.- (Proporty lolntly.ownod with RighI 01 Survlvo..hlp mu.t bo dl"lo..d on Schodulo FJ All rool..toto .hould bo ropo.tod allal. markot valuo which I. don nod a'lho p.lco at which proporty would bo o..hangod bolwoon a willing buy.. and a willing ..II... nolth.. bolng compollod ta bu or ..n. both having roa.onablo knowlodjl.!..~.tho rolovant lact..~___-.- ---------.------' -------"' ITEM NUMBER 1. DESCRIPTION VALUE AT DATE Of DEATH "._-------_._.__.----_.----_._~- ------ 239 West South Street Carlisle. PA 17013 see attached app. $129,900.00 TOTAL (Abo ontor on lino 1. RocapitulaUon) (II more Ipace il n..d.d, inl.rt addi,ionallh.-II or 10m. lize.J s 129,900.00 STATE OF LEHMAN HARY E. ITEM NUMBER A. Funeral Expensell IIVISIt 1Il. 11.111 1. 2. 3. 4. -!~ COMMONWEALTH Of PfNN$YlVANIA INHUIfANCf TAX lllU_N IU1DfNI OECEDENt SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pleale Print or Tvpe I E NUMBER 21-96-0613 DESCRIPTION AMOUNT Hoffman Roth Funernl Home Westminister Cemetery Jeffrey's Floral Connection Reverend Eric J. Shafer donation 2,155.00 699.00 144.69 100.00 B. Admlnlltratlve COlts: 1. 2. 3. and Virginia Franklin Ul5-38-il645 . Phyllis Line Personal Representative CommISsions 185-38-8648 Socio\ Security Number of Personal Represenlative: Yeor Commissions paid Allorney Fees Duncan & Otto, P.C. 8,542.87 Fomily Exemption Cloimonl Address of Cloimont at decedenl's death Streel Address City Relalionshlp Slate Zip Code 4. Probole Fees Register of Wills Cumberland County 449.50 C. Mllcellaneoul Expenlell 1. Evening Sentinel Legal Ad 67.28 2. Cumberland Law Journal Legal Ad 60.00 3. Dickinson College Funeral Reception 226.85 4. Krugers Rental (tent/tables/chairs for funeral) 285.14 5. Darlene Moyer Tax Collector 9.90 6. Larry Foote Appraiser 225.00 7. Darlene Hoyer Tax Collector House Tax 678.91 8. United of PA phone bill 29.34 TOTAL (Also enler on line 9, Recapitulation) 5 (If more Ipace II needed, Inlert addltlonallh..tl of same Ilze.) IIV',UIJ... 11-111 *' COMMQHWlAUH Of "NNlnVANtA ......ANCI1U ImlN IDIOfN1 DlClDlNf SCHEDULE J BENEFICIARIES ESTATI 0' FILE NUMBER LEimAN, MAllY E. 21-96-0613 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxabll BlqUlIlIl I. I'hyllis !.ine 901 Walnut Street Carlisle, I'A 17013 daughter 1/4 I I I i , I i , , Virginia Franklin 308 Fayette Street Shippensburg, I'A 17257 daughter 1/4 Betty J. Williams 1 Dandelion Drive Boiling Springs, I'A 17007 daughter 1/4 Russel R. Lehman 18 N. Orange Street Carlisle, I'A 17013 son 1/4 Bernita Moyer 720 Grahams Wood Road Newville, I'A 17241 friend $2000.00 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charilabll and Govornmlnlal Blqullll: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o .nl.r on lin. 13, Rocopilulalion) S (If more .pacI I. noodld. Inllrt additional .hool. of .aml .1.1) T. HAHY ELIZ^IlETII LP.llltMl. of Carlisle, Cumhf'rlanl' Count:" I'enn- sylvanil1, heinB of s(luml min<l. memory nnd understand!n:;, do mal:C'. puhUsh and declare this ll!l and for my Last Hill and 1'estnment. here- hy rf'vold.n~ and llIal;in~~ void all forlller Hi lIs hy me at lIny time Iltln~t:'lrrlr(.' "1:1,1.,. l'll{!:j'l. 1 direct: all illY just: d~uLS allll lUII~rlll ~XIJ~IIS~S. ill- eluding all inheritance tax. be fully paid and satisfied out of my estate by my Executor hereinafter named as soon as conveniently may be after my decease. SECOND. I give and bequeath the followinp, items to my children. James W. Foreman. Virginia M. Lehman and Phyllis D. Le~nan. or the survivors or survivor. the same to be divided amonr, them: .' ~.~. Haple bed room suite -.------______-,~~ ~ l>:Ininr, room suite and mirror _' .AV-;Jrrl,..;"..-I- 'J Cherry tahle I"ith ...mIl side r----- _ ,~I/.<r, f ("vol \:n1.nl1t tahle (stllnll) ~-_.-_.--- 'f';'-~1P{,./J ':nlpQI '!rr n l('~r inhl,... . ' , ~_ar:~~~s.Lv_L ,uraWI.y;.li wH';,.""llJ...:l"::....~I"';....; ~~~~[~l~S -- fi~ TI~o mantel lir,hts with prisms. -- stereo already belongs to Virginia H. Lehman.- a. h. c . d. ,. -:;1-- g. h. 1. Tile TIIIRD. I give. devise and bequeath all of the rest. residue anll rC'mninrler of my estate, real anel pl'1js(lTIal, to my hushand. Russell :I I" . t (~ cPhl,l{,~ !!. 1.('11",1111, nhslIll1tf'I).. I' I,iflrl~' . I'J 1'(1111"1'11. 111 till' (~vC'nl: l:lwt IUY snlrJ hl1sh[lnd prelle('ea:ws IllC. tlll'l1 I ,'i'''' <ll'vise ond lH~qlJl'nl:h all of Lhe i'est. residuc allll remainder .), . of my estate. real and personal. to the following named persons in equal shares or their issue; JSalea ,,11.. Ftn'i!msnj my child by a former marriage; Betty Jane Williams and Russell F. Lehman; my husband's chl.lclren by a former marriar,e. and Virgini.a M. Lehman ane! Phyllis D. Lehman; our chtle!ren. LASTLY. I nominllte. t:ooRtitute and appoint my said hushand. RUlsell \-1. Lehman. Executor. if living. otherwise my husband's '. com Cl L ". T, NARY ELTZABETII LEHMAN, hereby add thl R Cod! cil 10 illY Last: Will and' Testament dated AprU 24, 1968. My husband's brother, Glenn J. Lehman, havin~ died I hereby nominate, constitute and appoi.nt my two daughters, V!.rginia M. ~ . Lehman and Phyllis n. Lime, substitute and successor executri.cesj .; . ',' or. the survivor, ex~cutd~. '. - , . /. ".' ...... . . 'I ,.~ .'; .., '. . :.~', .i,,~ ' , '.':'..: 'In', atl,other.'r'~spec.ts I.'hereby . ',.: ... '.'j' .....>.' .. : " ratify and will, :,. " " J' ~, . ",: .... ," . .. .'. . i .. ( .r ...../" , .:.', ,- ...~~~.~..~.,: ~ . . -I<' , , EAL) '.. ' , Dated: ......7..1 I /'~~ /O,~973 ':," { , . :.:, . '-.;; . "!. : :.~' ~.' I. i .' ;. , . . '.' ~ :. I .' WI:m, ESS ~ ~.. /; J,:. ," : '.".', " //\''''''i~>~J "', ~/~>-.-~ .", . \ : '., ,,' 1/ .; . ~;.1'::: . . .,. ';' ~ ~. f;" ; ~ . ,'" .~... '.: " ,.: .:,", ,~ .' :. '.. 0' ',: .. '. '.! " , " :).. i' " .. ." : . " ; . '...' .,' ,:..,...\... t. . ..... ~. . :"~'~ Ir:-:~"';~i:'~..l-,,,,"(\"l ,~~.1.;.;i ,.,~..'tf"'....~;SO:i''',~'''','' ~ . . '.'.0. ..: ". .t..,-,..~ ." ,/ ".... ' f. " ,". ~.:' " I .... . ~ '. " , ,i .... ',. , , " " ..... .j'." ,.1:':' " '/5-//8" s' COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INIlLRI tAN([ fAll DiviSION D[PT. :UbOI tlARRIUURC, PA I/I:a-ObOI NDTlCE or INIIERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISAllOWANCE or DEDUCTIONS ANO ASSESSHENT OF TAX HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... REV: iS4'j' Eif"AFij'i iii":9:fj-Nci'ficE--oF' YNHEifii'AN'cE"",,- Ax.il.PPRAiSEtfENi'.,-.Ai.i-oWAN.cE.clli.-.---uo.------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX HARV E FILE NO. 21 96-0613 ACN 101 TAX RETURN WAS: ( I ACCEPTED AS FILED I XI CHANGED SEE WILLIAM A DUNCAN 1 IRVINE ROW CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN ESQ PA 17013 ESTATE OF LEHMAN RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Estate (Sch.dule AI 11) 2. Stocks and Bondi ISch.dul. 81 (2) 3. Clos.ly H.ld Stock/Partn.rship Interest ISchedule CI 131 4. Hortgag.s/Not.. R.c.ivable ISchedul. DJ (4) S. Cash/S.nk Deposits/Misc. Personal Prop.rty (Schedule EI (5) 6. Jointly Own.d Prop.rty ISch.dul. FI (6) 7. Transf.rs CSch.dul. GJ (71 8. Total Auets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funer.l Exp.nl.I/Ad~. Costs/Hisc. E~p.ns.1 (Schedul. HI 191 10. D.bts/Hortg.g. Liabilities/Liens (Sch.dule II 110) 11. Tot.1 D.ductions 12. Net Value of r.x R.turn 13. Charltable/Gov.rnnent.l B.qu.st. (Sch.dule JI 14. N.t V.lu. of E.tat. Subj.ct to rax NOTE: 07-21-97 LEHMAN 08-02-96 21 96-0613 CUMBERLAND 101 Alnount R.lIlltted 129.900.00 .00 .00 .00 30.360.24 .00 .00 (81 16,058.25 .00 1111 (12) (13) 1141 v ~~tt U'.lh' 1111' III.". HARY E DATE ATTACHED 07-21'97 NOTICE NOTE: To in sura prop.r credit to your account, subait the upp.r portion of this forn with your tax payn.nt. 160,260.24 16.0~R ,~ 144,201. 99 .00 144.201.99 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of Ahh returns assessed to date. ASSESSHENT OF TAX: 15. Anount of Lln. 14 at Spou..l r.t. ClSJ 16. Anount of Lin. 14 taxabl. .t Lin.al/CI..I A rat. 1161 17. Anount of Lin. 14 tax.bl. .t Collat.ral/Clals B rate 1171 18. Principal T.x Du. TAX CREDITS: PAYHENT DATE 04-15-97 RECEIPT NUHBER AA185390 DISCOUNT I" INTEREST/PEN PAID 1-' .00 INTEREST IS CHARGED THROUGH 08-05-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH .00 X .00= 142,201.99 X .06= 2,000.00 X .15= I1BI AHOUNT PAID 8,286.53 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 8.532.12 300.00 8,832.12 8,286.53 545.59 12.80 558.39 IF TOTAL DUE IS lESS THAN f', NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I RESERYAT ION I E.t.t.. .f .,c...nt. ..Ino .n .r ..f.r. O.c....r 12. 1.82 -, If .n. futuro Int.r..t In tho ..t.t. 1. tron.f.rr.. In .......Ion .r .nj....nt t. CI..' B (c.ll.t.r.11 '.n.flcl.rl.. .f tho ..c...nt .ft.r tho .,.lr.tl.n .f .n. ..t.t. f.r 11f. .r f.r ...r.. tho c....n...l.h h.r." .,.r...I. r...r..' ,h. rlohl .. ...r.l.. .n. .,.... tron.f.r Inh.rll.nc. T.... .t the l.wful Cl..' B (collat.ral) rat. on any .uch future Int.r..t. , ! \ \ , \ \ ! To fulfill the r.qulr...nts of s.ctlon 21"0 of the Inh.rltanc. and E.tat. Tax Act, Act Zl of 1995. (12 P.S. S.ctlon 911tO). PURPOSE Of NOTICE I O.I..h tho I.. .ortlon .f thh N.tI.. on. ....1\ .I\h your .....n. .. Ih. Rool.tar .f .111. .rlnl.. on Ih. ro..". ..... --Hak. cheCk or .on.y ord.r payable tOI REGISTER OF MILLS, AGENT PAVtENTI REfllCD (CA) 1 A r.fund .f . t.. cr..lt. which ... n.t r.....'" on Ih. T.. ..turn. ..y .. r.....t.. " c...I.llng on -'..Ilc.tlon for Alfund of P.nnsylvanla Inh.rltanc. and Estat. TaxM (AEY-l]l]). Application. .r. Iv.lllbl. .t the Offlc' of the R.gl.tlr of Wills, any of the 21 Rlv,nu. DI.trlct Offlc... or bv cllllng the sp.clll 2."hour anlwlrlng I.rvlc. ~b.rs for for.s ordlrln01 In p.nnsylvanla 1-800-362-2050, outsld. p.nnlylvanla and within loc.l Harrl.burg Ir.a (717) 787-8094, TOD' (717) 772-2252 (H..rln. I~alr.d Only). OBJECTtONSI An. ..rty In Int.r..t n.t ..tl.fl.. .llh tho ...r.l....nt. .I'..onc' .r .1..1'.."" .f ..ductlon.. .r ........nt .f t.. l1neludlno .1.count .r Int.r,'" .. .houn on Ihl. N.llc. .... .'J,ct .llhln .I.ty 16') ..y. .f r.c.l.t .f this Notlc. by1 "'.rltt.n .r.I..t t. tho .. o...r...nt .f ....nus. 8..r. .f .....,.. O..t. 281821. H.rrl..urO. .. 17128-1.21. OR --.llctlon to have the .att.r d.t.r.lnld at audit of the account of the p.r.onal r.pr...ntatlv., OR --app.al to thl Orphan,- Court. AO"IN ISTRATlYE CORRECTlDNSI Factu.1 .rr~r' dl.cav.r.d on thl' a....,..nt .hoUld b. addr...ad In wrltlno tal PA O.part..nt of RIVlnu., Bur'au of Indlvldull Tax." ATTNI po.t A..I..lant R.vl.w unit, O.pt. 280601, Harrl.burg, PA 17128-0601 Phon. (717) 781-6505. S.. pa.' 5 of the bookl.t ~In.tructlon. for Inhlrltanc. Tax A.turn for I A..ldent o.c.dentM CREY-ISOl) for an Ixplanatlon of adllnl.tratlvllY corrlctable .rrors. nISCOUNT: If ony t.. duo I. ..,. .llhln Ihr.. ISI c.l.n..r ..n'h. .ft.r tho ..c...nt'. ...th. . fl.. ..rc.nt IS~I .1.count .f thl tlX plld Is allow.d. PENALTV: Tho 'S~ t.. .on..ty non,..rtlcl..tlon ..n.lty I. c....I.. .n Ih. t.I.1 .f lho t.. on. Int.r..t .....,... and not ..1. ..f.ro J....ary U. 1996. tho lI"t ... .lIar Ih. .nd .f Ih. u. .on..ly ..rI... Thl. n.n..artlcl..tlon .on.,ty I. .....1..1. In Ih. .... .ann.r and In lho lho .... tl.. ..rl.. .. yOU .oul. .....1 .h. I.. and Int.r..t that h.' blan .......d a. Indlcat.d on thl. notlc.. INTEREST: Int.r..t I. ch.r.'. ...Innlng .Ith flr.t ... .f "llnquency. .r nino (., sonlh. and .n. III ..y fr.' Ih. ..t. .f ....h. t. lho ..t. .f ....ont. T.'" which boo'" ..lln..ont ..f.r' Janu.r. I. 1.82 ...r Inl.r..t .1 Ih. r.l. .f .Ix (6X) p.rcant par .nnua calculat.d at a dally rata of .000164. All tax.' which blc..a dallnquent on end aft.r Janulry I. 1982 will b.ar 1ntlr..t at a rat. which will v.ry frol caland.r y.ar to cal.ndlr y.ar with that rat. announc.d by the PA Oapart.lnt of Rav.nul. Thl appllcabl. Intlr..t rat.. for 1982 through 1991 .r.: '!!!! Int.r..t Rat. nally Int.r..t ractor !!.!!' (ntaralt Rat. Oally Int.rl.t Factor 19U 2'~ .0005.8 1987 .~ .0002.7 1965 I6X .000458 1916"1991 lI:t: .000501 1984 II~ .000501 1992 'X .0002.1 1915 UX .OOOSS6 1991"19940 7X .000192 1966 I'~ .000274 1995-19" .~ .0002.7 --Inter..t Is calculated .. foll0W'1 INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUEKT X DAILY INTEREST FACTOR --Any Notice Is.ued aftar thl t.x blcol" d.lInqulnt will rafllct an Inter..t calculation to flft.an US) day. blyOnd thl dltl of the ""'I..nt. If pay.ant I. .ad. aft.r the Int.r..t COIPutatlon data shown on the Notlc.. additional Intlr..t au.t ba calculated. ~--_. -~.- .-.. ----.. ._-- ---.. - ~._..- -..- -. arw.1WU....'1 185390 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 0' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX I '* DNa' AA RECEIVED FROM: i ACN ASSESSMENT p:" CONTROL ... NUMBER AMOUNT DUNCAN WILLIAM A 1 IRVINE ROW 101 .B,E6b.:5S CARLISLE, PA 17013 ESTATE INFORMATION: 1:'1 FilE NUMBER ~ 21-1996-0613 SSN 207-.34-6884 I!lt NAME OF DECEDENT (lASTI IFIRST) (MI) I;Ii LEHMAN MARY EUZABETH II DATE OF PAY:ENT 97 m POSTMARK DATE COUNTY CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID ~8,286.53 SK REMARKS PHVLI,I!3 D Ll ME C/O WILLIAM A DUNCAN ESQUIRE CHECKll NO NUMDEn REGISTER OF WILLS SEAL _ ...__ .__ .__ . .___ ._, __ ___. H _. _.._. - - . - . ..--- _.---...~.-.. ...;:-...'V .1:' ..' \ ~u COMMmN~(Alltt or pttmSVlVAWA OlYAnlMErn or UEVENU[ DUREAU OF INDIVIDUAL TAXES UEPt 280(i01 HARRISBURG. PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. AA211580 IH.V,llhll11(lHlfil RECEIVED FROM: I" ACN ASSESSMENT CONTROL NUMBER AMOUNT WILLIAM A DUNCAN ESQUIRE 101 ~S50.J9 l IRVINE ROW CARLISLE. PA 17013 FOlOHlAf F().OH[RE - ESTATE INFORMATION: filE NUMDER I..-OlIl :3 NAME OF DECEDENT ILAST! <;i<;iN G!O"-::lt.-~ao4 tFIRST! (Mil ___L~AN ~QP~~aET~ DATE OF PAYMENT ,?'28.t97 POSTMARK DATE n'o~O COUNTY 1;558.39 TOTAL AMOUNT PAID ___CU/!ltlERI.ANI> DATE OF DEATH .j S~~ \./ RECEIVED BY /,,"", '1./ l"lARV C. L-"IS .d,j/'. 1/jy.- REGISTER OF WILLS' II (lit- /-i t:? REMARKS PHYLL IS L LINE: C/O wILLIAM A DUNCAN ESOUIRE SEAlCHECKll NONE ,:: 1,' ; i ~ '. i I ^" " . " " ---~ +-...- ~._-_._. -- --". -~._- --.-_. -- -+- ---- ______..1"._ ----- ,___ - __._ ___9 ___ __ -- ~_._-_. --- " __ t -.-- , -.-, - - ~..---..~~~ 4i .UT .-.,.:. PAV..rNT, D.tach t~ top portion 0' thl. Notlc. and .ub.lt with your pay.ent Mad. payabl. to the na.. and addr..' prlnt.d on the r.v.r.. .Ide. If RESIDE"T DECEDENT .ak. check or .on.y order payabl. tal REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT .ake chiCk or .on.y ord.r payabl. tal COHHONWEALTH OF PENNSYLVANIA. REFUND (CR)t A r"und of a ta~ cr.dlt, which wa. not r.qu..t.d on the Ta. R.turn, .ay b. requ..t.d by co.pl.tlng an "Application for Refund of P.nn.ylvanla Inhlrltanc' end E.tat. 'a.- (REV-l1l1). Application. ar. avallabl_ at the D'flce of the A.gl.tar of Will., any 0' tha 21 A.v.nue Dl.trlct Of,lc.' or 'roe the D.part..nt'. 2~-hour an.werlng .ervlc. nuablr. 'or for.. ord.rlngl In P.nn,Ylvanla 1-800-]6Z-2050, out.ld. P.nn,Ylvanla and within local Harrisburg ar.. (711) 781-1I09~, TOOl (717) 17Z-ZZSZ (fl..rlng I.palrd only). AEPLV Tal au..tlon. r.gardlng .rror. contaln.d on thl. not Ie. should b. .ddr....d tal PA D.part..nt 0' Rev.nu., Bur.au 0' Indlvldu.l T.x", AT'NI po.t Asl.....nt R.vl.w unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phon. (717) 787-6505. DISCOUNT 1 I' any t.. due I. p.ld within thr.. (]) cal.nd.r .onth. aft.r the d.c.d.nt". d..th, a flv. p.rc.nt (S~) discount 0' the tax paid I. .110w.d. PENALTY 1 Tha 15~ ta. aana.ty non-participation p.nalty I. coaputed on the total of the t.. and Int.r..t .ss....d, and not p.ld be for. Janulry 18, 1996, the 'Ir.t day .fter the .nd of the ta. a.n.sty p.rlod. IHTERESTl Int.r..t I. charg.d b.alnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. (1) day froe the date 0' death, to the date 0' pay.ent. Taxe. which bec..e dellnqulnt before January 1, 1982 blar Inter..t at the r.te of .1. (6~) p.rcant per ennuI c.lcul.ted at a dally rate 0' .000164. All taxe. which beca.e delinquent on and a,ter January I, 198Z will bear Intere.t at a r.ta which will vary fro. c.lendar ye.r to cal.ndar y.ar with that rat. announced by the PA D.part..nt 0' R.v.nu.. Th. appllcabl' Int.r.st rat.. for 1982 through 1997 ar.1 Vlar Inter..t Rate DailY Intere.t Factor V..r tntar..t Rat. Dally Int.r.st Factor 1982 zax .000548 1981 'X .000247 1981 "X .000418 1918-1991 ll~ .a00101 1984 lIX .000101 1992 'X .000247 198\ In .000156 1991-1994 ]X .000192 1986 lOX .000274 1995-1997 'X .000247 --Inhr..t 11 calculat.d a. followS! INTEREST = BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREST rACTOR --Any Notice I..u.d .ft.r the t.. blcoee. dellnqu.nt will r.fllct an Inter..t c.lculatlon to flftoln CIS) day. blyond the date of the ........nt. If pay..nt I. ..d. aft.r the Int.r..t coeputatlon date .hown on the Hotlce, additional Int.r.st lUst b. calculat.d. l, [ I !:)l/IJ -t BUREAU OF INDIVIDUAL TAXES UHAITAHC[ laX DIVISION Dl:PT. '80601 HAAAlSIURO, PA 111ZI~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c.. '* t".IU'''''' III.'" WILLIAM A DUNCAN ESQ 1 IRVINE ROW CARLISLE \;PA 17013 Cl.ll DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN l1'02.199B LEHHAN 08-02-1996 21 96-0613 CUHBERLAND 101 E MARY A.ount R..1tt.d HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To inlur. proper cr.dit to your account, sub.it th. upp.r portion of this fo~ with your t.x p.y..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ii"Ey:i6o;.Ex-AFP-('o3':97T"-----....-iNHERITANcE'-i'Ax-sTAiEii"ENy-OTACCiiuNi--.-..--------------------- ESTATE OF LEHMAN MARY E FILE NO.21 96-0613 ACN 101 DATE 11-02-1998 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELDW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AHD, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 10-08-199B PRINCIPAL TAX DUEl. 8,320.94 PAYMENTS CTAX CREDITS), PAYHENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-15-1997 AA185390 .00 8,286.53 07-28-1997 AA211580 .74- 558.39 10-16-1998 REFUND .00 523.24- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8,320.94 .00 .00 .00 I i . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PAMNTI o.t.c:h the top porUon of this NoUce end subllit with your paYllWlt _ad. payable to the ,.... end addr... printed on the r.v.r.. .Id.. If RESIDENT DECEDENT .... check or .DMY ord.r payabl. to: REGISTER OF WILLS, AGENT. If NOH~RESlDENT DECEDENT ..... check or RfHIY ord.r payabl. tal COHHONWEAlTH OF PENNSYLVANIA. REFlICD (CAh A r.fund of . tax cr.dit, which .... not request.d an the Tax R.turn, .ay be r.que.t.d by cOllPI.Ung an .Appllcatlon 'or R.fund of Penn.ylvenla Inherltanc. and Estate Tax. (REV-ISIS). Applications ar. avallabl. at the Offic. of the Reglst.r of Will., any of the 2S R.venue DI.trlct Off Ie.. or fr~ the DapBrtaent'. 24-hour an....rlng ..rvlc. nuabars for for.. ordering: In Penn.ylvanla 1-800-S62-2050, out.ld. Penn.Ylvanla end ..Ithln lacal Harrisburg are. (717) 787-8094, TOO' (717) 712-2252 (Hearing l~alred only). REPlV TOI Dua.Uon. r.gardlng error. contelned an thb notlc. should b. addr....d tal PA Depart..nt of A.venue, Bur.au of Individual Tax.., ATTNI Po.t '.s.ss..nt Aevl... unit, Dept. 280601, Harrllburg, PA 17128-0601, phone (717) 787-6505. OISCotICT I If any tax due i. paid ..Ithln thr.e (S) calendar aonths .ftar the dec.dent'. death, a five percent IS~) discount of the tax paid i. allowed. PEHAL TV: The 15% tax aenaaty non~particlpation penalty la coaputed on the total of the tax and Int.r..t ......ed, and not p.ld before January 18, 1996, the flrat day aft.r the end of the tax aane.ty period. INTEREST I lnt.r..t i. charg.d beginning ..Ith flr.t day of delinquency, or nine (9) aanth. end one (I) day fr~ the date of death, to the data of pay..nt. Tax.. which beca.. dellnqu.nt before Janu.ry 1, 1982 bear Int.r..t at the rat. of alx C6%) percent p.r annua calculated at a dally rate of .000164. All tax.. which b.c..e d.llnquent on end after January I, 1982 ..Ill bear Intare.t at a rata which ..III vary fru. calandar y.ar to cal.ndar ye.r ..Ith that rat. announc.d by the PA Depart.ent of Revenue. The applicable Inter..t rat.. for 1982 through 1991 ar.: V.ar lnt.r..t Rate Dally lntera.t Factor V.ar Intara.t Aat. DailY Int.r..t Factor n82 >OX .00D548 1937 9X .000247 1913 I.X .00008 1988-1991 IIX .000301 1984 IIX .OD0501 1992 9X .000247 n8S UX .000356 1995-1994 T< .000192 1986 lOX .0002'/4 1995-1998 9X .000247 ulnter..t b calculat.d .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I.sued aft.r the tax becu.a. d.llnquent ..III r.fl.ct an Inter..t calculation to fifteen CIS) d.y. beyond the data of the ......""t. If paynnt Is .ade .fter the Intar..t coaputatlon data shown on the Notlc., additional Int.ra.t au.t b. calculated. I~)- Jlr~f BUREAU OF INDIVIDUAL TAXeS IHtIRIIAHCL tU DIVISION Drfll. :aD6Dl IlARRISllJIG, PA 11118-U,,01 COMHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTHENT DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN WILLIAM A DUNCAN ESQ 1 IRVINE ROW CARLISLE PA 17013 1- L 10-09-1998 LEUHAN 08-02-1996 21 96-0613 CUHBERLAND 101 Anount Reni H.d * .II.IUIU &Hl....,' HARV HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 E NOTE: To Insure proper credit to your account, sub.it the upper portion of this forn with your t.x paY.Bnt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... Rify:isiij-Eif-AFii-io9.:97j---.--...-iiiHERx.fANc:E-i'iix.RifcoRjj-APJiusi'iiENi'--..----..-..-...-...-..--------- ESTATE OF LEHHAN HARY E FILE NO. 21 96-0613 ADJUSTHENT BASED ON: VALUE OF ESTATE: BOARD OF APPEALS REFUND 1. Re.l Est.t. ISchedule Al 2. stocks and Bonds ISchedu1. 81 3. Closely Held stock/Partnership lnt.rest ISchedule C) 4. Hortgages/Not.s Receivable (Schedule OJ 5. C.sh/Bank Deposits/Hisc. Personal Property ISchedu1e EI 6. Jointly Owned Property (Sch.du1e fl 7. Transfers (Schedule GI 8. Total Assets DEDUCTIONS AND EXEHPTIONS: 9. Fun.ra1 Expens.s/Adllinistrative Costsl Hiscell.neous Expenses ISchedule HI Debts/Hortgage Liabilities/Liens (Schedule II Tot.l Deductions Net V.1ue of Tax Return Ch.ritab1e/Governnenta1 Bequests; Non-elected 9113 Trusts Hat Value of Estate Subject to Tax 10. 11. 12. 13. 14. TAX: 15. Anount of Line 14 at Spousal rat. 16. Anount of Line 14 t.xable at Lina.1/Class A rat. 17. Anount of Line 14 taxable at Collateral/Class Brat. 18. Princlp.l Tax Du. TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCOUNT (0) INTEREST/PEN PAID (-I 04-15-1997 07-2B-1997 AA185390 AA2115BO .00 .74- (91 1101 III 121 (31 141 (5) (61 171 ACN 101 129.900.00 .00 .00 .00 30.360.24 .00 .00 (BI 24.577.97 .00 Ill) 1121 1131 1141 ISchedu1e J) 1151 1161 1171 .OOX.OO= 133. 6B2. 27 X. 06 = 2.000.00X.15= I1BI AHOUNT PAID 8,286.53 558.39 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 10-09-1998 . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1 160,260.24 24,577.97 135.682.27 .00 135,682.27 .00 8.020.94 300.00 8.320.94 8 844.18 523.24CR .00 523.24CR PAntENf: REMD (CA): REPLY TO: DISCOUHT, PENAL TV: INfEREST: htltCh the top porUon of this NoUce ftnd sublllt with your pay..nt aade pllyable to the na.. and addre.. prlnted on the rev.rs. slda. -- Halt. check or eoMy ord.r payable to: REGISTER OF WILLS, AGENT. A r.fund of a taM credlt, whlch was not requelted on the Ta. Return, .ay be requested by coepletlng an "Appllcatlon for Refund of Pennlylvanla Inheritance and Eltate Ta." (REV~1313). applications Bre BvallRble at the Offlc. of the R.gIster of Wills, any of tha 23 Ravanue Dlltrlct Offlc.s or froa tha Depart..nt.s 2~.hour anlw.rlna larvlce ~ar. for foras ord.rlngl In P.nnlylvanla 1~!00-362.2050, outside Pennsylvania end within local Harrisburg ar.a (717) 7!7.!094, TDDI (717) 77Z.2252 (Hearlna I~alr.d only). OUestlonl ragardlng arrors contained on thll notice lhould be address.d to: PA D.part.ent of Revenue, Buraau of Jndlvldual Tax.I, ATTN: Post AIsasl.ent Ravl.w unit, Dept. 2!0601, HarriSburg. PA 1712!.0601, Phone (717) 7!7-6S0S. Jf any tax dua II paid within three (3) calendar .onths after the decedent.s death, a five percent (SX) dllcount of the tax paid Is allowed. The 15X taM aanesty non.partlclpatlon panalty Is co~ted on the total of tha tax and Interelt aSlelsed. and not paid be fora January I!, 1996, the first day after tha and of the taM aanesty period. Intar.st II charged beginning '11th first day of dellnqu.ncy or nine (9) .onths and one (1) day fro. the date of d.ath to the data of pay.ent. Tax.s which boc... dellnqu.nt b.fore Januaty I, 1982 b.ar Interest lit the rate of Ilx (6X) p.rcent per annua calculated at a dally rate of .000164. All ta.es whIch bec..e delinquent on and after January I. 1982 will baar Intere.t at D rate which will vaty fro. calendar year to calendar yaar with that rate announced by the PA Depart.ant of Revenue. The appllcablo Int.tost rata. for 1982 through 1991 ar.: Year Intar..t Rat. DailY Int.r..t ractor V.ar Int.ro.t Rat. Dally Int.r..t ractot 19!Z 2U .000548 1987 'X .000247 1913 lOX .000438 198!~1991 I.X .000301 19!4 lIX .000301 1992 'X .000247 19!5 UX .0003S6 1993.1991t lX .000192 I... lOX .000t74 1995~1998 'X .000247 nlnt.r..t Is calculat.d os folloWII INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR ._,"y Notice Issued aft.r the tax baCOBeS d.llnquent will t.fl.ct an Int.r..t calculation to flft.an (IS) days beyond the data of the a.......nt. If paYllent Is .ade alt.r the Int.r..t coaputaUon data shown on the NoUc., addlUOI'\IIl Inter..t ItUst be calculated. " ~~~d _r . ~;. .... i' 1'1 I -', ~:1 . ;j)(.:..: a: " 9\ .~ :J ,...,.. -~ STATUS REPORT UNDER RULE 6.12 o jJ ) ~J-)l( tZ,^ C' ( l Name of Decedent: Date of Death: :? , .J:) / I:;J will No. 2;' 7& .- /!l/-/J 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 w~ther administration of the estate is complete: Yes-L No 2. I f the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal r~entative file a final account with the Court? Yes No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes I~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the cerk of the Orphans' Court and may be attached to this report. D"ee."~ 9$ fiAJiA1"3.", C(l~ signat.ure j.dlV. . l\#r ,Y1ra ~ Name (P ase type or print) I :r;;?Jllle'<o.) C.,f2-L,'5l)e 'fu(O\~ Address' I tit?) 7'11- Iff' 7/ Te 1. No. -, " " 1 .: i':"" e::: j ,:,,\ Capacity: Personal Representative ~ Counsel for personal representative ~:; f..)C (MAH: rmfl AM3) COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE '* /' / l 7 , ({{' ( BURf~ INDIV!DUAL TAXES INHERITANCE 'A' JIVlSlOH DEPT. 280601- HARRlSIURC, PA 171Ze-G601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ....lUIU'" lll.m WILLIAM A DUNCAN ESQ 1 IRVINE ROW CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 07-21-97 LEHMAN 08-02-96 21 96-0613 CUHBERLAND 101 MARY A"ount Re..t U.d s~ 7"1 -- HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ..-... ... ............. ...... ...-....-......,......--...... ._--_....-.._..........-_...__..':'-..--_.._..-......_-_...-..~_.._. .--.-.--:~:"'.-=--"'::"'-_..__..-_..-_..-_..-- I' , , " . -.-." -~ . ----- .-----" -...-.-.....lld..~_ 4 i_,. -~:. E J, r ,