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PETITION FOR PROUATE :nil) (;RANT OF LETTERS
Eslal~ of fm IL W, /k~_iJJ_ltN(j_(dj6!l6 No. _;)J-=_Lqg~_~Q_QD
also kllOWII as _'i.f<U.I-_W_.__ ______ To:
LIt\lJ)_~'36J1_b________ __.__ m _ J{egister of ''}:ill> for the
D,'CI'Il.Il'd. County of _UJm_~in the
Social S~('//ril)' No. ~er:--I~ - ~~3'l1-- ___ Commonwealth of Pennwlvania
The petition of the undersigned respectfully repre'ents Ihat:
Your petitioner(s). who is/arc IN years of age oH,I.ller an the e'eenti:!~ named
in the last will of the above decedent. daled __I:'I.ER.._LL._ 2<2-1__L~. 19_
and eodicil(s) dmed _
(\13r~ Ide\anll:ircunal;1I1C~\, e.~, !(nUndalion, death uf C\(ellhH, CIC.)
Deeendem was domiciled at death in -C..U~~-1..Ild.J~_ County. Pennsylvania, with
~~ .:;r~amiIY or principal re,\ill~~\e aln'ii-2.4-. L-\$.e.U~~N711.) C
't ~~__t:\__I_t:-~---\::\.i)_\..\___da\!f ...tl..G
11011 '''''', number ,nd n~1
Deee~em, then. :J.#:\.- year~ 1'1' age,_di~ -n9.- l~ {. 19 '\ (0 .
at ~'.50~~~Sr~1 1,~v1U (0\ .
Except as folluws. deeedCl1l did not marry, was not divorced and did not havta child born or adopted
after execution of the willuffered for Mle; was notlhe victim of a killing and was never adjudicated
incompetent: ---N __
Deeend,'nt at death owne,l property with estimated values as follows:
(If domicile,] ill Pa.) All personal property
(If not dt'miciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in COUl1lY
Value of real eSlate in Pennsylvania e:-
situated as follows: N_O_~.t
~~r
s 0
WHEREFORE, petitioner(,) respCClfully re~st(s) the probate of the last will and codicil(s)
prr<ented herewith and Ihe gram of Irners_ .e .",-\-a..ME-I\J"'\NLVI
(It~lalllC'nlary; aJl11inl\lr,llion .....1.3.\ adminimation d.b.n.c.1.3.)
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OATI-l OF PEHSONAL HEPRESENTATIVE
COMMONWEALTII OF PENNSYLVANIA 1 .,
COUNTY OF CUMlIEHLMlJ J' :;:;
---.----.-----
The pctilioncrhl ah,)vc'li.UiWd 'i\\.,:~lt(~) or affirm(5) thallhc \tatcmclllS in rhe foregoing petition arc
true and eUfrec: to Ihe "e't of rhe knowledge ano belief of petitioner(s) and that as personal represen-
tative!s) of the abMr deccdel1tl'ctiliI1l:el(s) will well ano truly adrniniste~ the estate according to law.
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lULL OF
EMIL WILLIAM LINDEBERG
I, EMIL WILLIAM LINDEBERG of Camp Hill, Cumberland county,
Pennsylvania declare this to be my Last Will and Testament,
revoking all prior Wills and Codicils heretofore made by me.
1. I hereby appoint my daughter, KAREN LINDEBERG of
Mechanicsburg, Pennsylvania, to serve as Executrix of my estate.
In the event that my daughter, KAREN LINDEBERG, fails to qualify,
ceases to act or is unable or unwilling to serve as Executrix for
any reason whatsoever, I hereby appoint my son, ANDREW LINDEBERG
of Greencastle, Pennsylvania to serve as Alternate Executor of my
estate.
2. No fiduciary herein named shall be required to file or
post bond or any other security for the faithful performance of
their fiduciary duties.
3. Should any legatee or devisee under this will die
within thirty (30) days after the date of my death, he or she
shall be deemed to have predeceased me for all purposes under
this Will.
4. I give my gold rimmed DeHavelin China, which was my
Mothers, including seven plates, one soup tureen and cover, one
oblong serving bowl and cover, sugar and creamer with serving
dish, and an oblong serving dish and four japanese frame prints
i,ught.r.
( ')"IL
KAREN LINDEBERG of Mechanicsburg, Pennsylvania.
:; 7' ,
(;'._.1 ,,/1/ 1.' . -:i I,J.,
[0'7'<< II .<.t:..f t(0J1<J,1ra.~'!r
EMIL WILLIAM LINDEBERG
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5. I give my collection of family photographs, both framed
and unframed, to my son ANDREW LINDEBERG of Greencastle,
Pennsylvania and requests that he distributes said photographs to
members of our family as he sees fit.
6. I give a small eight sided two handled flower soup bowl
and plate (which was purchased by my Mother as a present to my
Grandfather) to my daughter, ANN JOHNSON of Pittsburgh,
Pennsylvania.
7. I give a collection of family letters, receipts, as
well as an Abe Lincoln campaign card (my great Grandfather was a
delegate to the National Convention that nominated Lincoln) and a
newspaper article from Ashland, Kentucky concerning my great
grandfather to my daughter, BARBARA SUDERMAN of Niceville,
Florida.
B. I give my collection of autographed pictures, diplomas,
certificates etc., including my picture of former President
Richard M. Nixon, to my daughter, BARBARA SUDERMAN of Niceville,
Florida.
9. I give two Chinese vases, one large and one small plate
(which were given to my mother by friends of hers in Ashland
Kentucky) to my daughter, ANN JOHNSON of PittSburgh,
Pennsylvania.
10. I give my three Boehm Birds, one to each of my children
KAREN LINDEBERG of Mechanicsburg, Pennsylvania, ANDREW LINDEBERG
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',m~t . 7Y\U\~~ R/)vl-
EMIL WILLIAM LINDEBE~
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16. No interest, whether in income or principal, of any
beneficiary of my estate shall be subject to anticipation,
pledge, assignment, sale or transfer in any manner: nor shall any
such beneficiary have any power in any manner to charge or
encumber his interest, whether in income or principal: nor shall
the interest, whether in income or principal, of any such
beneficiary be liable or subject in any manner while in the
possession of my Executrix or any trustee or guardian for any
liabilities of such beneficiary, whether such liabilities arise
from his/her death, debts, contracts, torts or engagements of any
type.
17. In the administration of my estate, my fiduciaries
shall have the following powers, in addition to such powers as
they may have by law:
(a) To invest any funds of my estate in any stocks,
bonds, notes or other securities or property, real or
personal, notwithstanding that such investment may not be of
a character allowed to fiduciaries by statute or general
rules of law:
(b) To sell, give options, exchange, partition, lease
for any period of time or otherwise dispose of any property,
real or personal, at any time forming a part of my estate,
for cash or upon credit, in such manner and upon such terms
and conditions as they may deem best, and no persons dealing
with them shall be bound to see to the application of any
funds paid:
(c) To manage, operate, repair, improve, mortgage or
lease for any term any real estate at any time held or owned
by my estate:
(d) To borrow money and to mortgage or pledge any real
it
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EMIL WILLIAM LINDEBERG ~
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or personal property for the payment of taxes or for any
other purpose in the administration of my estate;
(e) To distribute in cash or in kind upon any division
or distribution of my estate; and
(f) In general, to exercise all powers in the
management of my estate which any individual could exercise
in the management of similar property owned in his own
right, upon such terms and conditions as to them may seem
best, and to execute and deliver all instruments and to do
all acts which they may deem necessary or proper to carry
out the purposes of this will.
18. In the event that any beneficiary of my estate is a
minor at the time at which any distribution of any property
devised and bequeathed by this will would otherwise be made to
such beneficiary, the fiduciary shall distribute all such
property to the guardian of the estate of such beneficiary.
19. Each bequest to a beneficiary who does not survive me
shall be distributed to such beneficiaries issue, per stirpes,
who survive me.
20. I direct that my legally enforceable debts, the
expenses of my last illness, funeral and burial be paid from my
estate as soon after my death as conveniently may be done.
IN WITNESS WHEREOF, I, the said EMIL WILLIAM LINDEBERG,
hereby set my hand to this my Last Will, typewritten on eight (8)
sheets of paper, including the attestation clause, signatures of
witnesses, acknowledgement, and affidavit of witnesses,
one of which I have also written my name this20 day of
upon each
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,
1995.
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()l~J '))f tllM-ll rl (.'IIJ Qt&1lfJ
EMIL WILLIAM LINDEBERG'\
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COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN :
We, ,,'~-{iJJ<;,rk:~,1.-r"~' , ~~
J '., /
and'~ f.JI/.( '--l)t)Ctu.. )' , the witnesses whose names are
,
(
signed to the attached foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw
the Testator sign such instrument willingly and execute it as his
free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of such Testator signed such
Last Will as witnesses thereto; and that to the best of our
knowledge, such Testator was at that time 18 or more years of
age, of sound mind and under no constraints or undue influence.
. c.~ s'[rn or affirmed till" a~nd subsc . b~t~ before me by
rj~.-:z" cU....tC,.<.,/~ ,.J_ ~ , and
J .
~d.J. l1t!1lQA.7 , witnesses, this d?O~ day of
f~L7_~ , 1995.
I
WI::JZES: (pi, .
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( )~vu, Lor.) fliiA}
CJ/-I~dK(j?~1
/lOT AHIAl SEAL
DEBORAH K. RDSCtlfl, NOlary Public
Harrisburg, Dauphin Counly
8 My Commission Expires Aug. 11, 1997
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CF.R'I' J r ~:l''l' ION -.SJ.t'_IIO'I' J CI':._.1lI!12t:~I~1II ,E~; .c.!!..L'!J
Name of Decedent: Emil IHlliam Lin5leE,er:9__
Date of Death: September 13, 1996
Will No.
Admin. ria. 1996-00900
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' COlll:t Rules "'OiJS served on or mailed to
the following beneficiaries of the above-captioned estate on
February II, 1997
Name
Karen Lindeberg
Andrew Lindeberg
Address
2 Dartmouth Court, Mechanicsburg, PA 17055
42 E. Franklin St.,Greenscast1e, PA 17225
Ann Johnson
639 Blossom Drive, Pittsburgh, PA 15236
628 Caribbean Way, Nicevi11e, FL 32576
Barbara Suderman
*
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: February II, 1997
~\~
Sig""'"'. ~
Name Michael Sedor
Vel
L.'f:'
Address 1600 Ling1estown Road, Ste.304
Harrisburg, PA 17110
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Telephone(71Y 234-3911
HZ: [IV (L 8JJ
L6.
Capacity:
Personal Representative
x
Counsel for personal
representative
Place, Renton, WA 96059
t:.l:"
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16033 S.E. 127th
*George Lih%eberg
Susan Lindeberg
61 Baxter Road, Hollis, NH 03049
'-
JRDlJune 30, 1992117HS8
ItEGISTlm 01; WILLS
Cumberland County COllrlhollse
One CourthollSe Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: MIUiAhl, ::ij',WK, j',OQ.,
RE: Estate of f'MIL WILLIAM LINDRBF.HG
f.owr:ll hLLFN 'IWP
Estate No.: 2101996.0900
Date of Decedent's Death: 9.13.96
I Deceased, Late of
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Repon is filed with the Register of Wills or Clerk of the Orphans'
Coun. as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Coun Division, Coun of Common Pleas of such delinquency and to
request that said Coun conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent persooal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Repon is not filed by II-9198 , 19_, you are hereby
advised that a request will be submitted to the Coun in accordance with Rule 6.12. d#r
Date: 10.22.98 "--IJC.a~rJ.~_u~tI/r1.u,
Deputy egiste of Wills
Distribution to Estate File
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1158334 IJ.~. rOSTAGE :
MARY C. LEWIS
Regllter 01 Willi & Clerk 01 Orphans' Court
Cumborland County Courthouso
Carlislo. Ponnsylvtmia 17013
"
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MICHAEL SFOOH, ESQ.,
1800 LINGF.LSTOWN lID
SUITE: 304
HAIUaSBUHG, PA 17110
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JRD/June 30, 1992117858
In Re: Eslateof I'M[(. WU.LV,M LINDr-nF.HG
Late of IDr'lEH ,\I.!.F.N '!WP
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUM8ERLAND COUNTY
PENNSYLVANIA
Eslate No.:
21'1996.0900
No. 1996.0900
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: MICHAEL SEOOH, FSQ"
Date of Decedent's Death: 9-] 3.96
Date of Delinquency Notice:
10'22'98
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Courl Division. Courl of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its Slatus Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 11.9-98 ,19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to detennine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal represenlative.
Date: 1]_]8_98 l;)za )j~./?}#( /( I v fl.... j/jJ7/1;, '{~
Mary C. ewis, Register f Wills ~
Distribution: Personal Representative
Counsel for Personal Represenlative
Estate File
.
I, Hr-;,HING IS SF.T fOH .trJ!1ct/JJtILtt. /1
CDUHTH(X:M f\(). 3. IF TIlE STATUS HF.FOHT IS
WH.L IMl'CWtTICALLY BF. CANC.'ELLED.
/9ff1 AT /0:3&
FlI,ED PHIOH TO 111E IIF.\HING DAm,
IN
nm 11I'hHING
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S'l'AT~J!..EI'Q~IT UND.f2!l-1i.ULE~~
Name of
Decedent:~d~.tJ:3
Death: q -/3-Ql..
Q lJ> - qCC'
c;. M.\ \
lu\\~
Date of
Wi 11 No.
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 o[ the above-captioned estate:
1. State whether administration of the estate is complete:
Yes~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. I[ the answer to No. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes NO~___.
b. The sepill'ate Oqlhalls' ("urt No. (i f anYl [or
the personal representative's account is:
c. Did Lhe personal representative state an
account informally to the parties in interest? Yes~ 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 aLtached to this report.
Date: ,\\q Vt\ ~;t~ ~
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Personal Representative
~_Counsel for,personal
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PB METER :
7158334 U.S, rOSTAGE :
~fJ
MICHAEL SF.OOH, FSQ.,
1800 LINGRLS'I'CkIN lID.,
SUIm 304
HAHHISBUHG, PA 17110
NO
17110202b 1N Oq 10/24/Qe
RETURN TO SENDER
FORWARD ORDER ON FILE
UNArJLE: TO FURWARD
RETURN TO 5ENDI:R
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5 /\ I) 2 2
THIS REIURtj MUST BE filED IN DUPLICAtE wnu TilE
REGISTER OF WILLS
2 7 S -I 4 -S 3 tJ 7
I)
h
Itf AN\1CJ,8lEI ~1.J'f."..,'tG :;P(uSE S !.,AJ.ll,LA:;t , RST ,lJ,OI,lCCI(I!..ll.llJ 5OC:"~ ~[r;;~Rlrt 'LI.'I'iH
l!!
",:$1Il
uO:'"
w15l:l
x 0:'"
uo."
~
(Xl 1. Onglnal Return 0 2 Supplemental Return 0 3, Remainder Return lUJl~Il!Ull~llCIlOl; lJ e:j
o 4.limlled EstJle 0 4a. Future Inlp.l€:sl Ccmpcm.se :~.rf cI df!.'" ~~ 1; I; ~:I 0 5 Federal Estate Tal Return Requlfw
(Xl 6. Decedent Died Testate l~I\CC~, cf "'-'1 0 7. Dececent t,la:ntlined a li'Jln9 Tr.Jsl (11'..KII"n cll',,~~l Q.. 8 Total t~umbet 01 Sale Ceposll Boxes
o 9 llltg3bcn Proceeds Received 0 10 Spousal Po~erty Cred,l.u.f::I~~I:.'lt~~..('t~ I;J\ ,110J ~'S~I 0 11 E!ectlOn to t.1x under See 9113(A)t~/l~1I01
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
rlAP.'E CCMPLETE M;.IL!ljG ;.CC~[~:)
~lichael Sedor, ESl , 20SI) LinglcslO\\n Rnad
fIRt.lfW.IEjll;',p.c3t!el
....
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SUilC: 202
TELEPHGfjE ~jUM8ER
7\7-526-2182 IlJrrishuru PA 17110
1. Real Esta!e (Schedule AJ 111 OFFiCIAL USE QllL v
0 . 0 I)
2 Stocks and 80ndS ISchedule 81 121 I) . I) I)
3. C~sely Held Corporaten, Partnership cr Sc:e.?rcpnelcrshlp Il) I) .1) 0
4. MOI1Ja;es & Noles ReceNatle (Scr:edu!e 01 14) I) .1) I)
5 Cash. Bank Deposits & Mlsce!lallecus Pe~onal Propertl 151 3 , 5 4 2 .0 0
(SCl1edule E)
Ii. Jo,":~ Owned Propelt( ISCl1eju:e F) 161 2 2 ,4 b .0 3
1. Inter.Vives Transfers & r.flsce::ar,ecus ~~cn.Prct:a:e PrOter.'1 (71 0 .0 I)
ISCl1edule G or LI ._ _u________.______.
8 Total Gross Assets (total Lmes '.7) 18) 2 5 ,I) 5 8 .0 3
9. Funeral Expenses & Adminls:ratie Costs \SC~edL;:e H} (9) 7 , 7 4 I) .0 I)
10, Debts of Decedent Mortga;e t,ab.lotes, & t'ens ISCl1edule I) 110) 2 , 0 8 4 .8 6
11. TOI,I Deduclion. (total L,nes 9& 10) (tl) tJ 8 2 4 8 6
12. Net Value of Estate {line a minus line 11} (11) 6 3 3 7
13. Chantable and Governmental Bequests.'Sec 9113 Trusts for which an eleclon to ta. has net teen (13)
made (SCl1edule J)
z
c
~
::l
!::
Q.
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W
0:
14_ Net Value Subject to Tal tline 12 mlnJS ltr,e 13}
6 ,\ 3 3 . I 7
(14)
X 0 (15)
i X G6 1161
X 15 1171
(lSI
,I) b i .9 I)
z
o
1=
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....=>
n.
:;;
o
tJ
15. Amounl ollinc 14 taxable
at the spousal tax rate
See instructIOns on reverse side ler .:Jcclicab:e cercentaQe
16. Amount alline 14 taxab~e
at6%rale
11_ Amounl 01 line 14lax.:Jtle
at 15% rate
,I) 6 7 I) I)
3 3
6
18 Tn Due
19
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under ~bes of ~ury.1 coo,ye t/'lJII h;t.e eIJlM.!d ~LS re~l.l/llnc:i.l~nJ 3:C:I'T'~anfn.1 s,t.ed~:es JM SlJ:c!re~:s ar.d!J l~e t(;~1 d rr, ~.;;"':'~;e J.~,1~.
Ulan file ['('I'sonJl re~rt!ser,I,Y,r.e I~ tl.ned on .1I1In'Cfm.I~C" cl ..~..c'l Cfef:l'!.'f II."!! .1'1'1 ..tIC.. 't"l,,:c
SIG TUREO,t91S0tl}lESPOtlSI6LEF FILINGRE1UR~1 ADDRESS 2\ \\'ood"e\\ lJtI\e
f- ~G _-L.l ~hllll1llloll\' S "'lies 1'..\
SIGNATURE OF REPA OTHER THMI REPRESENTATIVE ADDRESS 20S0 1.1I1;;leSIO\\11 Road, Su:le 202
ItUflShllf!.! P:\
.tl I ,s t:~c C~!.{.;t ;1."'1 C':'T'~ I'le Cec:arJ:crl cl ;'e~;~('r c~ef
DATE
?/~c..
CAiE
?/~~
17()h~
17110
Decedent's Com lete Address:
STRt.ET AOCfi[SS
S!4 t"hullI 1(11,"\
cn,
Calli' 11111
~, 1 :. 1 j
Li'
17111\
1'''
Tax Payments and Credits:
1 Ta, Due (Page 1 Line 18)
2 Cledlts,Payme"ts
A, Spousal Po.erty Cled,t
8. PHor Payments
C Discount
111
tJh7.')l)
T clal Cre'j,I, ( A . 8 . C ) (2)
3 InteresUPenalty II a,pllcable
D Interest
E Penalty
T Clallnlere$l Penaay ( D . E ) (3)
4 II line 215 grealellhan Ime 1 + line 3, enler Ihe d,fference This IS Ihe OVERPAYMENT,
Check box on P.gQ 1 Line 1910 requesl. refund (4)
5 II tine 1 + line 3 IS grealer than line 2, enter the d,fference ThiS IS the TAX DUE,
A Enter the mlerest on the lax due
(0'
(oAI
967,99
B Enlellhe 10lal of Line 5' 5A ThiS 15 the BALANCE DUE, (58) 1)(,7,99
Make Check Payable 10: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1, Did decedenl make a Iransfer and: Yes No
a, retain the use or income of Ihe property transferred; .............................................................. 0 00
b, retain the right to deSignate who shaff use the property transferred or its income; ................, 0 00
c, retain a reversionary interest; or .............................................................................................. 0 00
d, receive the promise for life of eithor payments, benefits or care? ..........................................,0 00
2, If death occurred on or before December 12,1982, did decedent within two years
preceding death transfer property without receiving adequate consideralion? If death occurred
alter December 12, 1982, did decedent lransfer property within one year of death without
receiving adequate consideration? ......,..............,....",..",.."..,....",.."..,..,.."........,"',......,......"....' 0 00
3, Did decedent own an -in Irust for" or payable upon death bank account or security
at his or her dealh? ......................................................................................................................, 0 00
4, Did decedent own an individual retirement account, annuity, or other non-probale property? ...., 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P,S, ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouso from 6% to 3% for dales of death on or alter July 1, 1994 and before January 1, 1995,
72 P,S, ~9116 (a) (1.1) (ii) provided for Ihe reduction of the rate imposed on the net value oflransfers to or for tho use of the surviving
spouse from 3% to 0% for dales of death on or alter January " 1995, 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 stiff applicable even if the surviving spouse
Is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY I, 1995. Please answer the following question by ptacing an .x' in Ihe
appropriate space,
Old tho docodont croato a trust or similar arrangomont which Is soloy for the surviving spouso's bonofit for his or hor entire
lIfotlmo? Yos 0 No 00
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed unlil the death of the second
spouse, at which timo it will be fully laxable at the rate(s) applicable to the remainder beneficiary(ies), Enter the value of the trust on
Schedule J, Part 1I,In order to romove il from the calculation of the lax due in this estate, You may wish to file Schodule 0 in order to
make the election available under Section 9113, If tho election is made, the trust or similar arrangement is taxed in Ihe estate of the
first docodent spouso, the portion of tho trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies), If you choose to make the oloction, you must
attach Schodule 0 10 a timely-riled tax return, along With Schedule(s) K and/or M in order 10 show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies),
A('tIWl.'llt71
.;" -"1'..:",-,, ..'.,..,
':\', ..J 'f' ~I"'l' I
" 'lI'f 1.1'1.
SCHEDULE B
STOCKS & BONDS
COUMOtffltALTHOf PENNSYLVANiA
It'HERlTA/lCE lAX RETURlI
R ! 'IT 'If
ESTATE OF
L1ndebero Emil W
All property JolnUy.owned with right of sUNlvo"hlp musl be dlsclo..d on Schedule F,
ITEM
NUMBER
1,
FILE NUMBER
21 96
900
DESCRIPTION
VALUE AT DATE
OF DEATH
None
0,00
TOTAL (AlSO enteron line 2. Recap,tulatlon) $
(If mOle space is needed, insell add,llcnal sheets of the same SIZe)
0,00
.1..\~ltll'j't1
; I.. 'V:tl<4':ll't
":\' . Jt., ", d,>,I.,
,""'f V'"
SCHEDULE F
JOINTL Y.OWNED PROPERTY
CCt,IIJJ'rhl"LTIIOf rLliflSlL'.,vt'",
IMl(.Rlf,uICl TM Rl !l,;f.?j
~[5ICPlT r((ITl'lT
fiLE NUMOER
21 9fl
900
ESTATE OF
Lindcbero Emil W
It an as,,' wn mad. joint within one year of th. decodent's date 01 dcath, it must be reponed on Schedule G,
SUR'JIWIGJOIIl11EtlAtlT\511l"'/(
"C:H~~
R[l..AliCtj~l;iP TOClC[DUlf
A, Kar~n LlIld~b~rg Il~alli~
11 Woolivie\\' Drive
Dauglucr
~1""1111l"lIy Spnngs, 1''\ 170hS
B
c
JOINTLY.OWNED FROPERTY:
LETTER DATE DESCR,PTICll OF ?f\C~Ef\h' liOF DArE CF CEATH
ITEM FCRJC:tlT MADE In.:~'J'je n.ne cl fr,y,c:J1If\SN:,.tl;:n a'\j ta.~J ace:!,;n\ rl,;~Ul' Of s.rr,,:a. ';:e~~~,,1'1 rJ~.ter A~n CAiE SF CEATH CECOS VAlUE or:
UUM6ER TENANT JC!IIT d~l~i:l,r.~,.l"ejfealestJ:e 'l;'~I..'E Cr: ASSET ImEREST DECECE!IT'S l!lTE;EST
1. A, Smith llam~y '\~counl ;';0, n42.0004-1-7-410 44,Sn06 50, 22.4 16,03
TOTAL (AlsO cnter on l:cc 0, Rccap'lula!iOn) S 22.4 16,03
(If more spJce IS n~ced. Insert add,l:cnJI stlcelS o11r,e same St:el
. ~. .... ".. ... ~
IIh "'~[I'l..tl
,; L ~..I"'~ II ~'i'- :',1 i
':\~. J 'f, ..,".... .',
'''ii'i'~' '
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
COMAACrl,\'EAllltOf PENUSYWAUIA
ItlllERITArICE TAX RETURtl
RESIOEllT CECEOElH
FILE IIUMBER
21 9G
900
ESTATE OF
Llndebera. Emil W
This schedule must be completed and filed ,t the ans....'el to any 01 qucSLons 1 thfoU1)h 4 on I~e fC"C~lJ sldlJ 01 1M REV.1500 COVER SHEET IS yes
DESCRIPlIOtI OF PRCPERTY ~~ CF -
ITEM ...'::U.tClI(MWEClIl<l !....,.~(Ilt( TIO(.Al"'l'O,,!>><'lCt(~I:I'" ,IJ..'l!.-f CJ,Tf 1.1 ''''''Mil'' DATE OF DEATH DECDS EXCLUSION TAXABLE VALUE
NUMBER ."..:MICC+"Cf.I'(OUO'ClIAt....UWI VALUE OF ASSET ItlTEREST
,"IIi\''':J.ikll
1, ~one 0,00 0,00
TOTAL (Also enlel on hne 7, Recapllulallcn) S 0,00
(II more space IS necdL>d, Insert addltlonJI sheels of the same sIze)
"",1'111..,11'1
.f,\l':..,;'t; 11;:1 j,;:'I:r.
:.:.': ':\ ':'." 1,1 ,
..., ~ I \ .'.' -:'~ ~J.
~;J;'I.';r.'I'\.,;t.lit
'~"::II::,,:~.~~:I/1I11/1
SCHEDULE J
BENEFICIARIES
CCVloICrMEAltH Of PE""SYLVMjIA
1!if.[RIT,l,IlC[ TAX~(TL;ftI1
~fSlrf!jf crerafllT
FILE NUMBER
ESTATE OF
. ' ?' nr, nnn
RELA TlOllSHIP TO OECEDEllT AMOUtH OR SHARE
NUMBER NAME MlO ADDRESS OF PERSOIIISI RECEIVlllG PROPERTY Do Not Llsl Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS Ilnclude outrIght spousal distributions)
1, Karen Lindeberg lJaughler Ih.tJ71~;1
Mount Holly Springs, I' A
2, Andrew l.indeberg Son 16,6711:,
Greeneastk,l'A
3, Ann Johnson Daughter 16.67%
I'iusburgh, P A
~, Barbara Sudem);ln Daughter 16,67~;,
Nicevillc, FL
5, George lindeberg Son 16,67%
~larlboro, MA
6, Susan Lindeberg Daughter 16.671:'0
Hollis, ~Il
ENTER DOLLAR AMOUmS FOR DISTRIBUTIONS SHDIWI ABOVE Otl LINES 15 THROUGH 17, AS AFFROPRIAiE, atl REV 1500 COVER SHEEi
II, NON-TAXABLE DISTRIBUTIONS
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1, None
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1, None
TOTAL OF PART II_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS OtlllNE 13 OF REV 1500 COVER SHEET S
(II more space is needed, Insen add.tlonal sheets ollhe same size)
15' ~ 1-3:1-G
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INlllNllANer lAX nlYI~lIlH
01.11'. :"01101
t1ARNISftUNG, I'" 11I:"-OllOl
NOTICE or INIIERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISAlLOWANC[
OF DEDUCTIONS AND ASSESSHENl or TAK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-25-2000
LlNDEBERG
09-13-1996
21 96-0900
CUMBERLAND
101
MICHAEL SEDOr. ESQ
STE 202
2000 LINGLESTDWN
HBG
RD' .
PA,17110
f-
Anount R...itt.d
,~l*
'11.lh'Il'" III.'"
EMIL
W
=l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FQR YOUR RECORDS ~
iiE"v:is'4TEiCAFj>--iiiFlioY"iioi''iCE--O''-YNHEiiiTANcirT'Aic-A-PPR'A-iSEH€ii'i'-,--Ai.DiwANcnilf-------------m-
DISALLOWANCE OF DEDUCTIQNS AND ASSESSMENT OF TAX
ESTATE OF LlNDEOERG EMIL W FILE NO. 21 96-0900 ACN 101 DATE 09-25-2000
TAX RETURN WAS: I XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. stocks end Bonds (Schedule OJ
3. Closely Held stock/PartnarshIp Interest (Schedule C)
4. Hartg.ges/Notes Receivable (Schedule OJ
5. Cesh/Bank Deposits/Hisc. Personal Property (Schedule E)
6. ~olntly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total Assets
CHANGED
III
121
131
141
151
Ibl
171
.00
.00
.00
.00
3,542.00
22,416.03
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Ad... Costs/Hisc. Expenses (Schedule HI
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Government.l Bequests; Non-elected ql13 Trusts CSchedule J)
14. Net Value of Est.te Subj~ct to Tax
7,740.00
2.084.06
1111
1121
1131
1141
191
1101
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYllent.
25.950.03
9,8:>4 86
16.133.17
.00
16.133.17
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate CIS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rat. (17)
18. Allount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
C E I
NOTE:
DATE
07-20-2000
o .
INTEREST/PEN PAID I-I
247.44-
NUHBER
AA425852
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 X 00 =
16,133.17 K 06 =
.00 X 00 =
.00 X 15 =
1191=
AHDUNT PAID
1.215,43
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
967.99
.00
.00
967.99
967.99
.00
.24
.24
I IF TOTAL DUE IS LESS THAN $1. NO PAyHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A .'CREDIT" ICRI, YOU HAY BE DUE
A REFUHD. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I