HomeMy WebLinkAbout06-06-07 (2)
---I
15056051047
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes .
PO BOX 280601
Harrisbur , PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
Decedent's Last Name
Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
<:::)
4. Limited Estate
<:::)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
<:::)
2. Supplemental Return
<:::)
<:::)
<:::) 4a. Future Interest Compromise (date of
death after 12-12-82)
<:::) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
<:::) 10. Spousal Poverty Credit (date of death <:::) 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Da ime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
-
REGISTERc()F WILLS Usei)NLY
:: 0 --.. '-"
.~-: ~ (" ---'"
C')
I
(jl
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Correspondent's a-mail address:
he~lYIercs (j)epiX.l1et
/71J1/
Side 1
L
15056051047
15056051047
-.-J
...J
15056052048
REV-1500 EX
Decedent's Name: 0 !till L Y h1 M #.
RECAPITULATION
1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) <::) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) <::) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10).. ... .. .,. .. . .. ... .. ... . . . .. . .. .. . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . .. . . . 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .OCL
16. Amount of Line 14 taxable
at lineal rate X .0'iS
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE.. . . .. . ., ... .. ... ... .. . .. .. . . . . .. ..... . .. . .. .. ... .. .... . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056052048
Decedent's Social Security Number
15.
16.
17.
18.
<::)
15056052048
...J
REV-1500 EX Page 3
File Number
Decedent's Complete Address:
DECEDENTS NAME
___________ '-1 IJ1I/-N _ JI.~/ll(____ ______d _____ ____ --- --- -- - - -----
STREET ADDRESS /J/ ANpL eAt!E
e--------- ___ ___________________________ ----------- _________n_________ - ~-----
/100 IJIA-It-J{E T Sr:
f------------ - ----- ----
CITY /l- A~~ L7
LAMr HILl..
----------- ----TSTATE;;-
i ZIP -- /7 ~ -;;-
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
'1 I ~ J 0.33
o
--~~-_.._---
o
-----------------------
o
Total Credits ( A + B + C ) (2)
()
3. Interest/Penalty if applicable
D. Interest
E. Penalty
()
-----U-- ----- ----
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0
(4) ()
"
(5) I, ~ 10.3.3
(5A) 0
(5B) , -
f, g'/O,.33
.
- -------- -- -- -- ---- Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 r&I
2. If death occurred after December 12, 1982, did decedent trahsfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 PS. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-l508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF OI2./l, L.)/ /JIA-P H
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
~-
~ ~ '1.2, IJD
~.
HC~ IJ/Al/Pi t!Ihtt,. ~ AIl7i At.. R5At IIJD
(~ (!;9py OF iJA-Ym@JT A -rnt-MGZJ)
f<,E-FkNl) ~JJ f/aesOAl,fl JIJ&JIHE: TA-y,ec-r/,fA!.JiJ
~
If, 0 30. "'"
11JFf) A/P~: IJ€CElJeir HAJJ f!1EE/I) /AI /JI,fM)R (!/VIE FiJf/
d~Y 7NItEF YG7hfl.$ iIhIlJ NA() ~ ~ Q"Y'QI bJItI-Y
Sallfk /71S1Jtf 'r /lBl..SalVAt..ry 8e::b/2,F #/.5 ENT/l.Y
lAin 11/ bPplf' t!.Ihe&
TOTAL (Also enter on line 5, Recapitulation) $ G, I , 7:(, , "eo
(If more space is needed, insert additional sheets of the same size)
Gross Amount
2642.00
005061
P2 1293326
Check No. 0004515496
Discount Available Paid Amount
.00 2642.00
[-'Check DatE;: 12-13-2006
--Invoice ~~~~'-'Invoice Date Facility Name
1552 11-27-2006 Manor Care of Camp
****************************
I
I
-- .. ..
Vendor Number Name Total Discounts
0000342114 SUSAN BRAND FOR LYMAN ORR .00
Check Number Date Total Amount Discounts Taken Total Paid Amount
---~----_.
0004515496 12-13-2006 2642.00 I 2642.00
v
REMOVE DOCUMENT ALONG THIS PERFORATION
v
HCR Manor Care
333 N. Summit Street
Toledo OH
HCR.MallorCare
NO. 0004515496
56-1512
441
43699-0086
VOID AFTER 60 DAYS
DATE 12-13-2006
AMOUNT
PAY
Two Thousand Six Hundred Forty-Two and NO/100 Dollars
SUSAN BRAND FOR LYMAN ORR
611 FAIRWAY DR
$**********2,642.00
TO
THE
ORDER
OF
CAMP HILL
PA 17011
A#.-H-;, s-: ~
____l~~_~____ _ ___+_
Allthnri'7~rl ~inn~hlr
The Hunlin!llon National Bank
REV-t509 EX + (1.97)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNS) LVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF p,(~ ly AI/I# ~
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Sus,fA) ~UAil>
~/I F".IHItIII-JI IJR.
ClJ6IfJ IIN..L" /JA /7/)11
2>~HT~
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER
ITEM FOR JOINT
NUMBER TENANT
DATE DESCRIPTION OF PROPERTY
MADE Include name of financial institution and bank account number or similar identifying number. Attach
JOINT deed for jointly-held real estate.
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1.
A.
5("/11
M7iJ
Au.-
,I. t!elllA/15 ,for INEAI.~I:7fcJ /ST P1n>BI!IH-
e/lsJlT ~p":
,fE~u.LJl.It Sv~ A~T.. /II,. ~3-t)D
Ih4l/~At.''Is.SI /N?:. D2.
~
lfs,53
(!/lECKlN& /l-tCT. lilt:>. Lf/)f-I/
~
l4AJA'e//lA/. ~'1~ 3.1/1 /At: .51
~
/, l.J z 'I. ,'/
htlAJI?y Al4~"'6Rlllb7VT ~ r. /.ff;1-DS
A" ~
r',(fA/f!./J#,f(. .3, ili/. S"S ,./i T 7./pS-
(SEE rAUlIf1iIJN LE 7YeR ~1fI
1ST A-1YAeNefJ)
~
3, Iff; ~()
~~ 3t" 8. /7
MBUJ8t5
svl
!
..:I, " elf. 0'
TOTAL (Also enteron line 6, Recapitulation) $ 2, "~ of
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
Estate of: LYMAN A. ORR
Date of Death: October 20,2006
Social Security Number: 183-12-1108
fvl-
MEMBERS 1st
FEDERAL CREDIT UNION
408 -00
09/11/1950
$45.51
$.02
$45.53
Susan E. Brand
05/19/2001
408 -11
12/31/1979
$1,423.47
$.57
$1,424.04
Susan E. Brand
05/19/2001
408 -05
10/01/1985
$3,891.55
$7.05
$3,898.60
Susan E. Brand
05/19/2001
JJB~R~SST F DERAL CREDIT UNION
. ~4.U / ~i:
D nise A. olfe
Insurance Services upervisor
January 2, 2007
5000 Louise Drive · Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
REV-1510 EX . (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF III
01( IC., L Y /J1 /fN fI.
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
%OF
DECO'S
INTEREST
EXCLUSION
IF APPliCABLE \
TAXABLE VALUE
.5/N&l€ NlEMJUIH ~E1!.1t.EtJ .If-NAlIJJ1'y
.#: 2/bbO/ .3/,Z7 TNE INTE~JtITV UFE
1/tIJ",RAIle.F &IIPANY DF t!JNt!/AlNII-T/, o/llD
D/t'TG IJF /JeIJ'1"I/ JlA-/.M.1:
(S~E riJ,f./JJ 7/l If,. 77;if-t!He:D/ ~t>iU/NG
J)A-rE a= tJBl-7N J',ft.tlTf)
I
3.2, 052..sf,
/'/)lD
-0 -
II
..J;Z~ /)SZS/;,
TOTAL (Also enter on line 7, Recapitulation) $ 3.2, () S .:l # st.
(If mnr~ c:n~f':~ Ie:: n~~rlQrl mC::Qrt ~rlrlitinn~1 chootc!: nf tho C':3m.o C!:J"7.o.\
Form 712
(Rev. April 2006)
Department of the Treasury
Internal Revenue Service
Life Insurance Statement
OMB No. 1545-0022
Decedent-Insured (To be filed by the executor with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, or
__ Form 706-NA, United States Estate (and Generation:Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the United States.)
Decedent's first name and middle initial 2 Decedent's last name 3 Decedent's social security number 4 Date of death
LYMAN ORR (if known) 183-12-1108 10-20-2006
5 Name and address of insurance company
INTEGRITY LIFE INSURANCE COMPANY 400 BROADWAY CINCINNATI OH 45202
6 Type of policy 7 Policy number
SINGLE PREMIUM DEFERRED ANNUITY 2100013627
8 Owner's name. If decedent is not owner, 9 Date issued 10 Assignor's name. Attach copy of 11 Date assigned
attach copy of application. assignment.
LYMAN ORR
03-03-1999
NA
12
Value of the policy at the
time of assignment
NA
NA
75,000.00
13 Amount of premium (see instructions) 14 Name of beneficiaries
SUSAN BRAND, PATTI BROWN, JO ANN FIELDS
15 Face amount of policy
16 Indemnity benefits
17 Additional insurance
18 Other benefits.
19 Principal of any indebtedness to the company that is deductible in determining net proceeds
20 Interest on indebtedness (line 19) accrued to date of death.
21 Amount of accumulated dividends
22 Amount of post-mortem dividends .
23 Amount of returned premium
24 Amount of proceeds if payable in one sum
25 Value of proceeds as of date of death (if not payable in one sum)
26 Policy provisions concerning deferred payments or installments.
Note. If other than lump-sum settlement is authorized for a surviving spouse, attach a copy of
the insurance policy.
27 Amount of installments
28 Date of birth, sex, and name of any person the duration of whose life may measure the number of payments.
29 Amount applied by the insurance company as a single premium representing the purchase of
installment benefits .
30 Basis (mortality table and rate of interest) used by insurer in valuing installment benefits.
31 Were there any transfers of the policy within the three years prior to the death of the decedent?
32 Date of assignment or transfer: / /
Month
Day
Year
15 $
16 $
17 $
18 $
19 $
20 $
21 $
22 $
23 $
24 $
25 $
32,183.70
NA
NA
NA
NONE
32,052.56
DYes 0 No
33 Was the insured the annuitant or beneficiary of any annuity contract issued by the company? . 0 Yes 0 No
34 Did the decedent have any incidents of ownership on any policies on his/her life, but not owned by
him/her at the date of death? 0 Yes 0 No
35 Names of companies with which decedent carried other policies and amount of such policies if this information is disclosed by your records.
opriate federal agency or retirement system official) hereby certifies that this statement sets
Cat. No. 10170V
Date of Certification ~
Form 712 (Rev. 4-2006)
REV-1511 EX+ (12-99}~k
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF ,n A ~ I LJ
tJ,i.tt., L Y At /'f7V rr .
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES: /JdEPAIJ).
1.
DESCRIPTION
AMOUNT
~. I="kN~ /JU:1I{,,, /7l!:7H.5 /Jtt/JYlA-s~ A-7 WA-A/T CS~
~
9/': /;0
.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) SUSA-AJ ~AA'-Al.D
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid: I(;JI'I-I/le:f)
Attorney Fees (!HA-IlL.E5 F: 5#/ tz..D$ 1iL: 6S~.
UJA-/J,/61>
'I> 8 ~5. &0
2.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
AlI1A1r E"L./t&/dL.E
#'AlG'
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6.
Tax Return Preparer's Fees J,fex St'Jp- NE"1U/77 - ~SG" t::Ur ~ AJ
,
I~i'. 80
7.
Flt.I~ /1#1IE1llrAN~ 7A,r' .l/Elil/i.N .rEF
::JAOJ(so/ll-HEWIf'r- PRGP bF=" ,fIl(FN/)e-iJ ~ RG'Tll,eAJ
~ s: /)0
173 .00
,.
TOTAL (Also enter on line 9, Recapitulation) $ J) J 1'1 . ()O
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF Ofl/(,} L Y hJ A-N 1/.
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Sits J..A/ ~If!A-K 1>
{,/ / J::AI,f/IJ,l-y.i1t'.
CIMfP HI/.L, Jf7A 170ft
1.
~.
Jo A-NN F'EU>~
3S'-/fD ttJINAlIF~ /JI('.
ElII2Fk.A-1 /WJ. {,34aS""
/JA77"1 LYAlIV I!Jbtt)AJ
51 . /(/tyF S7:
fbrrSTbtl)/II/,.<JA /111'/f
3.
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
::PA""7IT~
IJA-UQ.H7~
7:)Atl&.NT~
AMOUNT OR SHARE
OF ESTATE
Y3
Y3
fa
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
...===='
LAST WILL AND TESTAMENT OF LYMAN H. ORR
I, LYMAN H. ORR, an unremarried widower of the Township of Lower Allen,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath in equal shares, per stirpes, to my three (3) beloved
daughters, to wit: JO ANN FillLDS; PATTI LYNN BROWN; and SUSAN E. BRAND.
3.
I nominate, constitute and appoint my daughter, SUSAN E. BRAND, to be the Executrix
of this, my Last Will and Testament. In the event that she should predecease me or for any reason
be unwilling or unable to act as such Executrix, I nominate, constitute and appoint my daughter, JO
ANN FillLDS, to be Executrix in her place and stead. In the event that she should predecease me
or for any reason be unwilling or unable to act as such Executrix, I nominate, constitute and appoint
my daughter, PATTI LYNN BROWN, to be Executrix in her place and stead. I further direct that
they shall not be required to file bond or other security in the Office of the Register of Wills for the
purpose of administering my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~~ day of
ff ' A.D. 2001. .
~~"-- (SEAL)
LY NH.ORR
Signed, sealed, published and declared by the above-named LYMAN H. ORR, as and for
his Last \Alill and Testament, in the presence of us, who at his request and in his presence, and in the
presence of each other, have hereunto subscribed our name~~~es.
~~d~~
dU~
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CWUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
June 5, 2007
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Lyman H. Orr
Dear Register of Wills:
Please find enclosed for filing 2 copies ofthe Inheritance Tax Return for the Raymond E.
Wall Estate as well as Check No. 2569, in the amount of $15.00 for the filing fee and Check No.
2577 in the amount of $1 ,628.98 for the Inheritance Tax due.
Thank you for your kind attention to this matter.
Very truly yours,
~ f.~'ll
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
\,~, 1
-......,
-
"
;-", .J
f'...;..
H 105.805 REV 1/05
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
thn-/J; ~ . .... ,
LOC"t~
.. -n '<
.. --
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OCT 2~;;:ZOO6
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Fee for this certificate, $6.00
P 12840335
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ITEM /I '2-18 21 (! ..J.. '211:>
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143Rev.01AJ6
PElPRINT IN
:RMANENT
ILACK INK
1, Name of Decedent (FIst. middle, last)
Lyman H. Orr
5. Aoe (lAst OOthd.y)
89 Yrs.
8b. County 01 Death
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH STATE FILE NUMBER
7. Dale of Birth Month, da , ear
3. Social Security NulTiler 4. Date of Death (Month,daV, year)
8. Birlh lace C' and slate 01' bre'
. 183- 12 -1108
81. Place of Death Checll on one
Hospital:
Din Iienl 0 E
10-20-2006
Cumberland
Camp Hill
Care Health Services
Other'
lienl 0 DCA Nun;' Home
9. Was Decedent 01 Hispane Origin?
Xl No 0 Yes (II yes, specily Cuban,
Mell'ic8n, Puerto Rican, etc.)
o Residence 0 Other.
10. Rae.: American Indilln, Black. Whle, ele.
(SpocHy)
White
11 Oecedenfs Usual Occ lion r ne durin roosl of work!n ile; do nol slate relired
puEClfta"'sing SPCC1BuS...",ndUstry
16. Decedent's Mailing Mdress (Slreel. cilyAown, slale, zip code)
13. Decedent's EducalOn S ec
ime2tarylSecond.ry (0- t 21
h' esl ade c Ieled 14. Marital Slatus: Married, N....er marriecl, 15. Surviving Spouse (tfwile, give maiden name)
CoDege (I.' or 5+) _. O..rced (SpocHy)
widowed
Did Decedent
LNe in a 17c, 0 Yes, Decedent Lived in Twp.
Township?
17d l){ :'~~::'o;.edwithin Camp Hill
Ciyilloro
611 Fairway Dr.
Camp Hill, PA 17011
17a, Slate pn.
'lb. Counry Cumber I and
18. Father's Name (Firsl, mkldle, lasl)
" :~
19. Mother's Name (Firs!, rriddle, maiden surname)
Otis
A.
Orr
Rebecca
O.
Klin
208. Informant's Name (Typelprint)
Ms. Susan E. Brand
2Ob. Informant's Mailing Address (street, cilyl1own, state, zip code)
611 Fairway Dr. Camp Hill, PA
218. Melhod!)ID~
~._ ~ 8urial _ "Cremation
o OthOl'S ..
~ 223. Sig!1atur'ofFuneral_~~nacti such)
W~ .
C".on1MIe Ilems 23a-c only' when certifying 231. To the besl of
physkian is no! available al time of death 10
certify cause 01 death.
. bems 24.26l!1JsI be corTlIleled by person
who pronounces death.
o Rerrcvallrom Stale
o Donalion
221. License Nurrber
011248 L
21c. Place of DispoGition (Name orcemelery, cren!ory or other piece) 21d. Localion (CilyJ\own, state, zip code)
slateI:i:tll'semetery Camp Hill, PA
~il'~mes'~rmessa"g:a<: ii&CS Inc.324 Hummel Ave.
..Lemoyne, PA
23b. License NUrrDer 23c. Dale Signed (Month, day. year)
knowledge. death occurred al the time, date and place stated. (Signature and tille)
24 Time 01 Death
~ ~ Is'
CAUSE OF DEATH (Sellnstructtons and ex.amptesl
Hem 27. Partt: Enter Ihe ~ - diseases. in~ries, 0' c~lbns -Ihat directly caused the dealh. 00 NOT
respiratory arrest. or ventreuler fibrillation without showi\g thl! ef NOT abtxeviate. En,!r only one cause on
25. Date Pronounced Dead (Month, day, year)
26. Was Case Referred \0 a Medical Examiner/Coroner?
IMMEDIATE CAUSE (Final disease or
condilion resulling in death) ~ B.
~ M.
O<.T.
J,O, ~ool..
fl, Y
No
Part II: Enter olher sionificanl condilions contmutina to death,
hut not r8Suning in the undertyino cause given in Part I.
28. Did Tobacco Use Contrbule to Death?
DYes OPr~
o No ~wn
29. If Female:
o Not pregnant within past year
o Pregnanl allime 01 dealh
o Not pregnant, bul pregnant within 42 days
ofd9ath
o Not pr~nt, but pregnant 43 days to 1 year
bebre dealh
o Unknown ~ pregnanl within the pas! year
32c. Place 01 Injury: Home. Farm. Street. Factory. OIlIee
Buiding..~.(Specifj\
SeqUOlltialy ist condlions." any.
Ieacmg 10 lhe cause listed on Una a.
- Ent8l the UNOEAL YlNG CAUSE
. (diseaseorinjurylhaliniliatedthe
....ents resulling in death) LAST.
c.
Due to (or as a consequence o~:
308. Was an Autopsy
Performed?
d
JOb. Were Aulopsy Findings
Available Prior to CoR1>>etlon
01 Cause 01 Dea~
o Yes ~o
ooth
o Hotricide
o Pending Investigation
o Could Not Be Detemined
32a. Dale 01 Injury (Month, day, year)
32h. Descrbe how Injury Occurred:
3S A~rs~""~ ~
I .21 I I ~I II II
M.
o Yes
No
32d. TllTl8 ollniUry
32e. Injury at Work7
o Yes 0 No
321.
32g. Location (Street. eilyAown. ~
0t1 \~l \4-
338. CerttfIer (check only one)
Certifying physician (Physician cel'lifying Cluse 01 death when another physCian has pronounced death and COrf1)Ieled bem 23)
To the best 01 rrrt knowledge, death occurred due to the cause(s) and nnnet as stated ,___..._......._..........m..................~...._..................'M..........-..........
Pronouncing and ctrttIying physician (Pttyslcian bolh pronouncing death and certifying to cause 01 death)
To the best of my knowtedge, death occurNd at the UmI., date, ,nd place, and due to the cause(11 and manner as slated.......................................................................O
IIed1caI examinerJcoroner
On the basis o. examination and/or Investigation,ln my opnion, death occurred II the time, date, and place. and due to the cause(s) and manner as stated .........0
36. Dale F~ed (Month, day, year)
33d, Date Signed (Month. day, year)
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