HomeMy WebLinkAbout97-00203
E:\'lule of __y.~I:E..--E-'!LJ._~,hma_l1._____,
ul,\'o known 0.1' ,_Y-L..!'n___l~_b.!!!.a n__
IlETlTlON FOR flROHA TE and GRANT (W U:TTERS
Nu, ____O>..1:-_~'_L_:~QQ_
To:
_______,.__-.__,_________________ Register of Wills for the
____.._,_______~ Deceased, Coullly of ..c,\l.JIlber1and In the
Social Security No, _-209- 2 A -8 397 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents thai:
co-
Your petltloner(s), who Is/arc 18 years or age or older an the executor E?
in the last will of the above dccedent, dated Ma t"ch 1Q....
and codlell(s) dnted N/A
named
,19_TIL
WIlle rClr\i9l1t clrClImf4tRnCC!I, e,g. renunciation, death of excClIlOf, ctc,)
Deeendent was domiciled at death In Cumbe r land County, Pennsylvania, with
h Ar laslfnmllyorprlncipalresldeneeat 37 Subdivision Road, Upp!3r
-lliLLl1n Township, Newville, PennsYlvanla
(list street, number and munciJ"nIlIY)
Deeendent, then ...Jl_Q,_ years of age, died February 5 . 19_E-,
at 37 Subdi vi sl on Roa~Newvi lIe, PA 1724,1 .
Except as follows, decedent did not marry, was not divorced and did nol have a child born or adopted
after execullon of the will offered I'or probate; was not the victim of a killing and was never adjudicated
Incompetent: Decedent was married to Dean W. Lehman, who died on
MarCh 31, 1966
Deeendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal properly $ 70, 00 0.00
(If not domiciled In Pa.) Personal property in Pennsylvanln $
(If nOI domiciled In Pa.) Personal property In County $
Value of real estllte In Pennsylvania $ 1 'in I nnn, nn
situated as follows: Tract of land I together with improvements
~eon, situate in Upper Miffll~ Township, Cumberland ____,
~ollnt.y. Pennsylvania. containinaaooroxUn.9J:e1Y 32.400 acres,-,
WHEREFORE, peiltloner(s) respectfully request(s) the probate of the last will and codicll(s)
presenled herewith and the grant of lellers Testamen tary
theron.
(lcSlamcnlarlli Rdmlnl~tration C.t,a,; administration d,b,n,c.t.a,)
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~1 Whiskey Run Road
~wvi11e, PA 17241
SSN 180-26-6384
Phone (717) 776-7178
4:~~~~-
La Leh an
90 Mohawk Road
Newville~ P~i ,7241
SSN 186- 4- 61
~hon~717) 776-7347
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEAtTlI 0..' I'ENNSYLV ANIA .} s
COUNT\' 0... __,__Cllmber1and . 1:1
The pelitioner(s) a!love-named swcar(s) or affirm(s) that the Slalements In the foregoing petition arc
true and correcl to Ill<' hesl of the knowledge and belief of petillo"..r(s) and lhal as personal represen-
tative(s) of thc above decedenl petltioner(s) will well and Irllly adm~ estate according to law.
Sw~rn 10. (~r arrirl11ed. ~ud . SUbscribed.. ~. . n~~tti'Q 'c ;,(~ ~"... !!1
('clore meJlll~~~___3kfll.i-:- day _~f _~.. t - j .... <LOr_\ 1
~~;;.~~-~" ..------ ll-
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CERTlt!C~TION 01' N9TICE UNDER. RULE 5,6 W
Name of Decedentl Vera Fay Lehman~Lk/a V. Fay Lehman
Date of Deathl FebruaJ;'.Y...2, 1997
Will No, 1997-00203
Admin, No.
N/A
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
March 14, 1997
Name Addre~
Barry Lehman 35 Hilltop Lane, Newville, PA 17241
Chi:.i "t i nA T ",hman Hyman 1.23......N!ll:th H"'I"Rh"'lL-Raa,l. H"l'd "hlll'g. PlI 17~12
Carol Clevenger 432 Whiskey Run Road, Newville, PA 17241
,Judy Baker 938 Wood ri.Q.(ULJ2r...i.:lLe.L..EI\o 1 a . FA 17025
Nancy Moose 21 Bridgewater Road, Newville, PA 17241
Mary Jo Brownawell Skelly 193 Carlisle ~g. Newville. PA l721L-
Zipn Hill Cemetery Association
c I JL1=lr. G e 0 r \1 e Ho.oJLeL-_---.AA...J-1 anv., I' n 1'.i..v..a,....Nawhll 1"9 , _.EA. 1 7? 4.0-..-
Notice has now been given to all persons entitled thereto under
Ruie 5.6(a) except N/A
Datel
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7l.fi-1'~f/J
Signature ~
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Name.Richard L. Webber, Jr.
Address..)66 Green Spring Road
P.O. Box 40
Newville, PA 17241-0040
Telephone(7l~ 776-6566
Capacityl_____ Personal Representative
X Counsel fnr personal
representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM.IRLAND
c.:..~
It:
I~U g,~beth A. S9b~,!-B!?e.~.~&.lc!'l!:.r.J_..l)!J~l:'!ianH"
bolnll dulV SlllDl:n. . occordlng to low, dopo.o. and say. th.t ~peJ'__.a.r~_C.<:>:.._.._.. .
." .. .f.xeQutor;B 01 tho E."to 01 .V~E~_~HY Le.!1.man!___?/k~__a _~':..!:~Yn~ehman
I.t.ol Upper Mifflin 1'ownBhip., Cumborland Countv, Po., d.cea.ed and th.t th.
with I" I. on Invontorv modo by . them ._ .__.. _, tho said __.Q.Q.-J:;K.ec~..t9X~_
01 tho onllr. ....t. 01 said docodont, con.htln\l 01 .11 tho p.rsonol prof'drty .nd rul ..ht.. ONcept real ..t.t. ouhld.
tho Commonw..lth 01 Penn.vlvonio, ond thot tho Ilgur.. oppo.lt. oach Item 01 tho Inv.ntory r.pr...nt It'. lair valu.
a. of tho dato 01 d.c.dont'. d.oth,
19..2.1--
-;p.vriev IY-jJ~..- ~ a .~iu-4.wu
L<;I.r..6._D.-,-_l:.ehlll?!l.... _E:.! i z8:pe~.~.~!..~c~ 1 UBser
Enclltor . Admlnhtr.to,
Sworn
. and .ub.crlbnd blllor. mo.
9 .0_tl.9..J:lCi.l!'lL 13..0 a 9_H__.__.1~.?..IiJ:!!_ B k ~i'.~~.Il__~ oa d
Newville, PA 17241 Newville, PA 17241
Addr...
Dot. 01 Outh .
05 02
..---......_--_._--------------~------
97
DIY
Month
Vu,
INSTRUCTIONS
2. A .upplement Invontory mu.t be IlIed within thlrtv day. 01 dl.cov.ry 01 additional aneh.
3. Addltlonel .he.h mav be attached a. to personalty or realtv
4. See Article IV, Fiduclarlo. Act 01 1949.
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InvenlNy of the real and personal estate of
Vera Fay L..~l1roS!r1-L~MKI~2-,-J"'_Qb~hmanm deceased
_"'~"~,c'"C,"",_"""""""",,~__'________r__"~T~~'C_'___~'~~-'-,_~~___"~-;-~",,_--.,;H~~
~___~~_....~~._~~." ~~~."'" ."~ .._~ ."'~__,~"~ ..==~~- ~._---""~.~=~-
1. Real estate with improvements thereon, situate in Uppe~
Mifflin Township, Cuml:e rl.\md County, Pennsylvania, known
37 Subdivision Road, Newville, PA l7~4l
2. Persoll1;tl property retained
3. Farmers & Merchants Trust Co. checking account #33-05309
Accrued interest to date of death .
4. PNC Bank certificate of deposit #21001053023
Accrued interest to date of death
5. PA Dept. of Revenue - property tax rebate
6. Personal property sold
7. Erie Insurance - refund on homeowner's insurance
~~5
'7)
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50,000 00
as
722 00
. 9,766 72
8 87
50,000 00
1,528 99
249 30
15,361 75
114 00
227,751 63
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orrt.2806O\
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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'~E NUMBER
2 9
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FAY L!;IlMAN
OAlFOFlllRIH
~ E ...!L...t!.lU!..L..Y. E R _~_ FAY, ..!d...K I A V,
(lO(;I"l ~FClJRITY NllUnrn OAtE nr DEAHl
L.Q....J1 . 1. B - 8 3 9. 7 0 2 / 0 ~ /, 9 9 ./
(Ir APf'lICAlIlfiSiiii\WitlOiF6ust:g I~AMI! !l'.ST, r1RST, MID MIOD1}.I~TlAI.l socw. SECURI1YNW6~R
/, .9 1 6
THIS RETURN MUBT BE fiLED IN Il\IPllCATE WITH THE
REGISTER OF WILLS
Richar9.J:..... Webbe~.!2.L Esq.
FIRM t~-'Mf: Ilf~pl~..hill\
TElEI'HQNI:NUMIlER
1. Re.1 E'~I'ISchedvle AI (I)
2 Stocks and Bonds (Sche<lvle BI 12)
3. Closelv Held COfTXlreUon,Pertne"'hlp or Sole.Proprlelorshlp (3)
4 MMgogSS & Nole, R~lvable (Schedvle D) (4)
5. Cash, Bank Dopo>lts & Mlscollaneovs Pe",onal Prop'rty (5)
Z (SchadvloE)
0 6 Jointly OWned Proporty (Schodvle F) (6)
~ 7. Inler,V,,, Trensla", & Mlscellaneova Non,Probele Property (7)
E (Schedule G or L)
8. Tot.1 OrOll Au.t'llolal Lines 1.7)
~
0 9. Fvn.rsl E'Pl'nses & Admlnlsl"Uve Costs (Schedule H) (9)
W
~ 10 Debls 01 Docodont, Mortg'g' L1abllltle" & Liens (Schadvle I) (10)
11. T ot., Deductlona (total L1naa 9 & 10)
o 5
/1 6
1
366 Green Spring Road
p .0. Box 40
Newville, PA 17241...0040
"751300'00
7 9 6 5 5 "7 3
,l,~
(8) , 2 5 4,9 5 5 -7 3
3 , '0 8 2 ' 2 6
, 1 " 7 8 8 1,6 5
(II)
(14)
,1 2 18 7 0 '9 1 -
~ 2 2 1 0 8 4 ,8 2
. ~
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, 2 2 'II R 4 . R ..2...-._
12 Het Valu. 01 Eal,'e (lIna 6 mlnu, Line 11) (12)
13. Ch.rltab" and Governm.nl.18aqvesIaISac 9113 Trvsla lor whk:h an elecllon to tax haa nol been (13)
m.de (Sch.dvle J)
14. H,tV,lva aub)eotto Tax (Line 12 mlnvs Line 13)
15. Amounl 01 line 14 taxabls
allhe 5poll~at tax rale 1 t
See In9truollon!i on reverse sIde for applicable percentage
111. AmountnlllneUifl):ablo
816%1810 , 2 2 , , 8 8 4 '8 2
17. Amellnl 01 line 14 I".ble
at 15%rale
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18 Tax Due
x .0
(15)
19.
x .06
x .15
(16)
(17)
(181
13,313-09
1 3 ' 3 1 3 '0 9
>,. SE SURE TO ANSWER ALL Q ESTIONS ON REVERS SIDE AND RECHECK MATH < <
Undef penalties of per/uIY. I decl8le thllll hIM) e~lImlned IhlS return, Including accompanying sched;;i'ss end stalfllMf1l$. and to Ilia 91 o~ m~ knowledge end blllief, Ill~ \100, cOMclllfld oompl&te. OeoI/VIIUon of plepll(8f other
\hB!L!U[i~stnlallvelsb8Sodonalll~formallonorwhk:hor'DI\t8Ihuan~, . ~" '~'.............-- . /t1'~f:,..97
~N{ol}ltE.X~~o.~j,~~~I~IilR~FllINGRETlIRN ADDRESS Larr Lehman DATE
'Eli~abeth Schlusser, 187 Whiskey Run IW. MCN~if.8!ld,p~ewville (,o!Jk/li-?
______._________~_...:.:::.L _._ -
SIGNATURE OF PRE PARER OTHER TH~. REPRESF.NTATIVE . ADDRESS .' DATE
.~/A v".../:tt-"l !,.( G,(" Sr", /1,.( ({)h,/~7
,j . . . I L ,) /1/,,,, !II> /",1 I ',J '1/ U()i/L"
((-, (. ~ { ir L......-r. 4 ~(' , J .
DeC:lId~nl:'!.(;E.~p'Ie..lll~~c1~_re.s~:~u~. _______. _____u.
:,,,,,, 11",1'''1 .,;, '_'u_ - _____.._.~u_.____Un -. -~-1
"IYJ~~:~~:~~_:_:':~=:~__~~=~-=-- ':-~-~~::i-~-i~;';:- u.~_ --_I ~~~;; :~=--J
Tax Payments and Credits:
1 1,IX Duo (Pago I Ulle 181
2 CfOd,16/P~ymonls
A Spousal PovMy Credit __.__.. _________._
a Plior Peymenls
C Dlscounl
(1) .w.,.;U~ <I
-$11-,-(;00. OO~--
c;OIO.U-----':'"
10lal Credits (A, 0, c I (2) _~J 0 s. 2.!2..__
3. InleresVPenally If epplir.able
0, Inleresl
E Penalty
TolallnleresVPenalt, lOt E I 131 .___'__
4, II line 2 Is grealer Ihan line 1 + line 3, enler Ihe difference This Is Ihe OVERPAYMENT,
Check box on Plgl1 Llnl18 to request I refund (41
5 II line I + line 31s grealer Ihan IIna 2, enler the difference This Is Ihe TAX DUE, (5) 1,:2 0 1 _ e J
A. Enlor Ihe InleroS\ on Ihe lax du;. (5Aj
6. Enlerlhe lolal 01 Line 5 + 5A This Is Ihe BAI.ANCE DUE, (56) 1 '107 6 J
Make Check Payable 10, REGISTER OF WILLS, AGENT
, ',' 'l\(,'i,( ,;, " ,{",,-.. V'''_'j,:h,--tli{~...h~XrJ:rit;W~~ljJoat';~il.,:A'''U:.ott~MA~'lil.ll~li.>",1:1, \O:'~~kW,~""d;'"\,,~\J(!'::~"'\i,~/.!fu.i.i!.Jh..i',, "'l.IlJ,. ',0" "'~.1P"I-..t:'ii,I".~'~j"J
',\.,..,~"""~"',,,,,,'I...\~~.,.~,tllloo(;.;Il.\ii._lliIN"'-'__.___"__'_..____.__ II. " IIl.otIAAllMll.I"'--' . .... ,~. "'_. w''''''la... .. _~._~..;,m,~
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedenl make a transfer and:
a. retein the use or Income of the property transferred; " .. ....."...
b. retain the right to designate who shall use the P"'Pt,rty Iransferred pr 115 Income; .
c. relaln a reversionary Inlerest; or".."..............."""
d, receive the promise for life of either payments, benefits or care? ..
2, If death occurred on or before December 12,1982, did .Jecedenl wllhln two years
preceding death transfer property wllhoul receiving adequate considerallon? If death occurred
after Dacember 12, 1982, did decedent transfer property within one year of death wilhoul
receiving adequale consideration? "......"..........".."""""".... . . 0
3. Did decedent own an "in Irust for" or payable upon death bank account or security
athlsorherdeath? ..".,,,,,,,.... .,.[J
4. Did decedent own an individual retirement accounl, .nnully, or olher non-probate property?.. , []
Yes
o
o
o
o
No
;
:Q
8
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
,
'j.."''-..... ,.h.d,.,",'....' '~" ~"..-......:.._l.,.ili""....:'j~j..j,..... "',i'",;.i.:!':*I\I;;illi~'.:'"'_'_''';''_''''' .'., ..' '
72 P,S. ~9116 (a) (1 1) (i) provided for the reducllon of the leM rale imposed on the nel value of Iran.fers to or for the use of Ille
surviVing spouse from 5% to 3% for dates of death on or after July 1, 1904 and before January 1, 1995.
n P.S. ~9115 (e) (1.1) (Ii) provided for the reduction of the rele Imposed on the net value oflransfers to or for the use oflho surviving
spouse from 3% 10 0% for dales of dealh on or after January 1, 1995, The slalule goes not exemPI a Iransfer to a surviving spouse
lrom tax, and Itle stalulory requirements for disclosure of assets and filing a tax relurn are still applicable aven If the surviving spouse
is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Plaase answer the following question by placing an "M" In the
appropriate space.
Old the decedent create a t,ust or similar arrangement which Is solely for the surviving spouse's benefit for his or hor entire
lifetime? Yes 0 No []
II you answered yes 10 Ihe above quesllon, the lax on the Irust or similar anangemenl is poslponed unlillhe dealh of the second
',POU"O, al which lime il will be fully laxable allhe rale(s) applicable to Ihe remalnd.r beneflelarY(les), Elller 1I1e value of Ihe Irusl on
,-chodulo .I, Palil!. in order 10 removo II from Ihe calculation oflhe lax due in this eslate You may wish 10 file Schedule 0 H1 Ofder to
make Ihe eleclton available under Seclion 9113. If the eleotlon Is made, Ihe Irusl or similar arrangAmenlls laxed In the eslale of Ihe
fllsl decedenl spou.", Ihe portlen of 1I1e trust or similar arrangemenl which benefils Ihe surviving "pouse is taxed al the ZAro la' rat(J,
and the remainder IS laMed Jllhe rale(s) applicable 10 the remainder beneflclary(lesj If you Cll00Se 10 make Ihe eleclion, yotl mtlst
allach (-:clledtll(J 010 a Itrnely-filed lax relurn, along w,lh Schedule(s) K and/or M In orde, to show Ihe apportionment ollho trusl or
similar arrangement between the surviving spouse and the famBinder beneficlary(io~)
Sohedule H
VERA FAY LEHMAN, a/k/a V. FAY LEHMAN
2197-0203
14. Fal'nlers & Merohants 'f.ust Co, .. vedf.:l.oatioll
fee
$ 5,00
15. AdamI! Eleotric Coop. , Ino,
16. Adams Eleotric Coop. , Ino.
17. Adams Electrio Coop. , Ino.
lB. J\dams Electric Coop. , Inc.
19, D.l.versified Appraisal Service .. real estate
appraisal
20. Adams Electric Coop, , Inc.
21. Erie Insurance .. homeowners insurance
43,00
37,00
31.00
29,00
250,00
21,00
79.00
22. Adams Electric Coop.. Inc.
23. Cumberland Co. Register of Wills" filing
fee for Inheritance Tax Return
14.00
15,00
24. Cumberland Co. Register of Wills - filing
fee for Fam.ily Settlement Agreemellt
25, Dennis Gotshall, Auctionee:!:' .. expenses of
. public sale
26. Donald Baker .. Qlltstandil1g check as of date
of death
17.00 .
1,759,35
125.00
27. Adams Electric Coop., Inc. - check outstanding
as of date of
death
60.00
28,. Hippensteel Auto Body Shop ..
check outstanding
as of date of
death
519.03
Total
$ 31,0.82.26
/'1- /(; :/~..,'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDI~IDUAL TANES
IHtlf,RlTAHCt~ fA)! OI\fUIOH
DEPT. 280601
UANRlSllJRO, PA HllS-OllOl
NOTICE OF INIlERlTANCE rAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DF.DUCTIONS AND ASSESSMENT Of TAM
02-24-98
LEHMAN
02-05-97
21 97-0203
CUMBERLAND
101
E'~-A~~~~~~~,~.~~~- J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
R"EV: iSti'i - Eif - AFii - (OF 97"i - HoT"ieE- -OF - Y NHER- iT Ai-icF." r-Ax-AP PRA i ii E;.f€HT ~ - - AL L"OWAN-C E- iiR - -- - - - - -- - -. - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VERA F FILE NO. 21 97-0203 ACN 101
DATE
P.STATE OF
DA 1E OF DEATH
FILE NUMBER
COUNTY
ACN
RICHARD L WEBBER JR ESQ
366 GREEN SPRING RD
PO BOX 40
NEWVILLE
PA 17241
ESTATE OF
LEHMAN
lAM RETURN WAS, (X I 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 and Bondi (Schedule 8)
5. Clos.ly H.ld stock/Partnership Inter.lt (Sehedule C)
4. Mortg8g../Not.8 Receivable (Schedule DJ
5. Clllah/Bank Oepoll-ts/H:1lc. Personal P,'op.rty (Sch.duh El
6. Jointly Owned Property (Schedule f)
7. Tran,fers (Schedule C)
8. Total A.~.t.
CHANGED
ll)
(2)
(51
(4)_
(5)
(6)
(7)
175,300,00
,00
.00
.00
79.655,73
.00
,00
(I)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expenses/Ad.. Costl/Hisc. Expens.. (Schedule H)
10. Debit/Hortgage liabilitie./lien. (Sehedule Xl
11. Tot.l Deductions
12. N.t V.lue of Tax R.turn
15. Ch.rit.ble/Gov.rn~.nt.l Bequu.tl; Non~.I.ct.d 9115 Trust. (Schadula J)
14. Nat Valua of Est.t. Subj.ct to Tax
If an asselsment was issued previously, lineB 14, 15 .nd/or 16, 17 and 18
reflect figures that incJudll the total of AI.!.. returns ...essed to datlt.
ASSESSMENT or TAX:
IS. AMOunt of Line 14
16. AMount of Lin. 14
17. AMount of lina 14
18. Princl~.l TRX Due
NOTE:
at Spou.al
taxable at
taxable .t
,...t.
Lineel/el.a. A rat.
Coll.t.,...l/Cla.s 8 r.t.
TAX CREDITS:
hf'---- -------
PAYMENT RECEIPT
DATE NUMBER
-05-05-97- ---. AA211259 --
L 11-05-97 AA242430
DISCOUNT (+1
INTEREST/PEN PAID (-I
60S,26
,00
. IF PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST,
31,082.26
1,788.65
1111
(12)
(IS)
(14)
(9)
1l0)
IlS)
(16)
(17)
.00
221,884,82
.00
M ,00.
M ,06.
M . IS.
llel
c,.-
*'
AHOUNT PAID
Ii,SOO.OO
1,207.83
TOTAL TAX CREDIT
-------.-
BALANCE OF TAX DUE
INTEREST AND PEN.
_._-_._,--~----
TOTAL DUE
~H.a.' u M~ lOl..tl
VERA
F
DATE
02-24-98
NOTE I To inlur. prop.r
oredit to your aooount,
sub..it the uppal' portion
of this for.. with your
tax p.YMant.
254,955,73
3?870 91_
222,084,82
200,00
221,884.82
will
.00
13,313.09
.00
13,313.12-
13,313.09
.00
---
.00
.00
If TOTAL DUE IS LESS THAN II, NO PAYMENT 15 REQUIRED,
If TOTAL DUE 15 REflECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE Of THIS FORH fOR INSTRUCTIONS,)
no
c; tl;\
"I . ~
f:
~
'1)
1\
"'1"1
g'
,,)
0.,
:','1
I~ '- )
i-:~
I',,)
RESERVATIONI E".t.. of dlcldent. d~ln, on or blfer' Dlo,.b,r 12, 19'2 N. If .nv future Int.r..\ In thl "\1\_ it 'ran.flrred
In po.....lon ur-.njoY"nt to Cle,. . (o~11.t.r.l) beneflcl,rll' of thl dlcedant ,ft,r thl IMPlretlon of 8nV I.t.t. for
Ilf, or for Ylar., th, Co..onwl.lth htrebv 'KPr...lv r...rv.. thl right to eppral.. and ...... tran,f,r Inherlt.nol TIMI'
tt tho lewful ela.. . (Qotl,t'r.l) rlt. on ~y .uch future inter..t.
PURPOSE OF
NOTICE:
PAVHCHT I
REFUND (CR)1
DlJECTtOHS,
ADHIN
l$TRAHYE
CQRfIl::CTIONSI
DISCOUNT I
PENALTY'
INTEREST I
J~' -I
To fulfill thl rlquirl..nt. of Slot Ion 2140 of thl Inh.rlt.nol and E,t,t_ T~M Aot, Act 2j of 199&. (72 P.I.
Seotlon 9140).
Detach thl top portion of thl. Hotlcl and lub.it with your pIY.lnt to tha Rlgl.tar of Willa prlntad on the rlver.a ,I~.
--"ekl chick or MOnay ordlr payabll \01 REGISTER OF MILLS, AGENT
A rafund of I t8~ orldlt, whloh was not rlqul.tld ~n thl Tax Rlturn, ..y b. r.quI.tld by COMpleting an "Applic.tlon
for Rlfund of Plnn.Ylvania Inharltanel and Elt"ta T.x" (REV-l~I~), Applloatlons Ira Ivailabl1 at tht Offiol
of thl RIgist., of Will., allY of thl 21 Rlvanua District OffiCII, or by cIUi"g tha 'Plclal Zit.hour
enp~.rlng I.rvle. nuab.r. for for.. ordarlngl In P.nn.ylvaMI. 1"800-~6e.2050, out.lda Ptnn.vlvanla and
within 100.1 H.rrisburg al'aa (711) 181-1094, TOOl (717) 772-2252 (Haarlno t"Palr" OnlY),
Any p.rty In Int.r..t not Ifttl.flad ~Ith the .ppr.I....nt, allowano. or dllallowanot of d'dl~tlon', or .....'..nt
of tax (including dl.eoul"lt or Intlrll.\) II .hown on thlt Ho'tlu IU.t objeot within .hty (60) dllY' of reoelpt of
thlt Notice bYI
.-wrlttln prot..t to tho PA Dlpert..nt of Rlvenua, Board of App.ell, Dap\. 281621, Harrltbur", PA 17128.1021, OR
-.lllctlon to havI thl .attlr dltgr~lnld at audit of tha account of the p.r,o"11 rIPr...nt.tlv., OR
--app.al to thl orphan.' Court.
Factu.l error. dltcover.d on this ........"t .hould b. addr,"ad In writing tal PA n.part.."t of R,".nUll,
lurllu of IndIyldual TIlx.., ATTNI Post Alli....ant R.vl.w Unit, n.p\. 280601, tlerrisburg, PA 17128-0601
Phone (717) 767-6505. Sa. plO' 5 of the booklat "In.tructlon. for Inh.ritenoa Tax R.turn for 8 A..ident
n.c.dant" (REV.ISOIl for an .xplenetlon of ed.lnl.tratly.ly torr.otabl. .rr~r.,
If any tax dUI II p.Jd wllhl~ thr.. (~) calendar lonth. aft.r the d.c.d."t'. d.ath, a flv. p.roent (5:':) dllcount of
tht tax plid It allow.d.
Th. IS;': tax .-nalty non"partlcIp.tlon p.n.lty It oCMput.d on thl total of the taM and Int.r..t ......ad. and not
paid b.fora January 18, )996, til" Urat day after the and af the taM a.nllty period. This non-participation
p.nalty Is app.al~l. In the .a.. lenner and In the the sa.. tl.. p.rlod a. you would appael thl tax .nd Inter..t
thlt ha. ba." .......d .. Indlcnt.d 0" this notlc..
I"t.r'lt I. oh,rg.d bevinn!", wtth flrlt dav of d.ilnqu.ncy, or nln. (91 Months and ona (I) day fro. the data of
d.ath, to the dati of plYM.nt. Ta~ls whloh b.ca~a d.llnqu.nt b.for. January 1, 1962 b..r Int.r..t at thl rat. of
.Ix (6iO p.re.nt plr annul calcu1lllted at a daily rata of .090164, All taxII whloh b.c... dallnqu.nt on and after
January 1, 19&2 will b'~r Int.r..t at I r.t. which will ~ary fro. cal.ndar y..r to oal.ndar y..r with that r.t.
annauncad bv tha PA n'p~rt..nt of Rav.nu.. The appllcabla Int.r..t rat.. for 1982 through 1496 arll
'!!!! Int.r..t Ratl DallY Int.r..t Factor :!!!! Internt Rat. DailY Interast Feotar
1962 20Y. .ODOS4& 1987 9% ,000241
198~ 16% .000458 1988.1991 11% .000501
1984 11% .000301 1992 9% .000247
1985 15% .On03S6 1991~1994 n ,000192
1986 10;( ,1100274 1995-199& 9:1. ,0(10247
--Int.,..t It Clalcul.tad .. followll
INTEREST . IALANCE 0, TAX UNPAID X NUMBER D, DAYS DELINQUENT M DAILY INTEREST ,ACTOR
..Any Notle. 1..uad aft.r the tax baoo... dellnqu.nt will r.fl.ot '" lnt.r..t o.loulatlon to flft.." (IS) d.V'
b.vond the d~tl of the ft.......nt. If paj..nt is ..n. .ft.r the lnt.r..t coaputatlDn dato .hown on th~
Notlo., ftddltlan,l lnt.r..t au,t b. c.lculat.d.
NOW, THEREFORE, WITNESSE'fH that We, the said BARRY LEHMAN,
CHRl STINE r.,~;HMAN HYMAN, CAROl, CLEVENGER, ,JUDY BAKER, NANCY MOOSE,
MARY .JO BROWNAWEr.r. SKF;LL,Y, EL,IZABETH A. SCHI,USSER and LARRY D,
LEHMAN, in consideration of t.he above and int.ending to be legally
bound hereby, do hereby acknowledge that we have thiu day t'eceived
from the said Co-I~xecutors, in full saUBfactJon and pnymenL of a1.]
sum 01: sums of money, legacies, bequests and devi SefJ as al.'e stat.ed
under said last. will and testame;Jt, the asset.s listed in the
schedule of dIstribution, and do her'eby bind themselves to the
Accounting and Schedule of Distribut.ion attached hereto and do
release the said Co-E.xecutors, ELIZABETH A, SCHLUSSER and LARRY D,
LEHMAN from any furt.her liabilit.y.
AND, We do hereby stipulate that in order to avoid t.he expense and
time involved in the filing of a formal account and schedule of
distJ:ibution, We consent to distribution being made without the
filing of an account and schedule of distribution, the same to be
with the same fot-ce and effect as if t.hey had been filed and
confirmed by the Orphan's Court Division of the Court of Cumber-
land County, Pennsylvania.
THEREFORE, We do hereby remise, release, qui tc1.aim and forevel'
discharge t.he said Co-Executors of and from the said estate and
frolll all act.ions suits, payments, accounts, reckonings, claims, and
demands whatsoever for or by reason thereof, or for any other use,
mat.t.el', cause or thing whatsoever, touching upon the estate of the
saId decedent, We do furt.her hereby covenant and agl.'ee that should
any liability come due to the estate of the said decedent after the
signing of this agreement, we hereby covenant and agree with each
othel' and the aforesaid personal representative, t.hat we will
cont.ribute pro..rat.a our share of t.he estate to satinfy any and all
claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate or the aforesaid
personal representative after the signing, sealing and delivery of
this family settlement agreement and final release,
2
TO: l3AttY. T"ehmal1
03/26/97 digging iron
Ranger Model 103-2 .22
calo single shot ,rifle
2 flat irons
TO: Carol Cleve~
03/26/97 small softwood table
Seth 'rhomas shelf pillar
clock
flat iron
TO: ~~. Schlusser
0.3/26/97
kitchen scales (paint-
decotated)
reproduction quilt rack
H~milton Beach electric
roaster
Brinly 36 in, lawn sweeper
Snapper 20 in, lawn mower
,.. t V'a.""""
..\lrl~~p , ~_~
tj,dllciary
l\.Qquisit;l.Qll
YAlJ.l.e. .
$ 12.00
$ 40.00
Uli...Jl.Q.' $ 68.00
$ 35,00
$ 45.00
S 8.QO $ 88.00
$ 17,00
S 15,00
$ 20.00
$ 85..00
~~~' $ '182.00
TO: .!!.l~
03/26/9'7 glass plate (star design) $ 8,00
Oak clothes tree $ 30.00 $ 38,,00
TO: }:hristine Lehman"~
03/26/97 framed needlework $ 8,00
',' Footprints"
Oak kneehole desk S 90...Q..Q. $ 98,00
TO : lliillQY-..M~
03/26/97 common jewelry box
Waltham bat.t.ery.op(;lra.t.ed
wall clock
$ 5,00
~ 25.00 $ 30,00
14