HomeMy WebLinkAbout10-31-07
--.J
15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
'.
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT .2 1 0 7
File Number
07.25
Date of Birth
17.2506353
0801.2005
10091919
Decedent's Last Name
Suffix
Decedent's First Name
LETTITIA
MI
LYKENS
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
I8J 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
I8J 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust -'- 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and 1-1-95) (Attach Sch. 0)
~ORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
FRANCIS A ZULLI 717.23.21488
Firm Name (If Applicable)
WION, ZULLI AND SEIBERT
109 LOCUST STREET
REGISTE~'9'ILLS U~ONL Y
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First line of address
Second line of address
,
>---::
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--
City or Post Office
HARRISBURG
State
PA
ZIP Code
17101
~-
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QI,;:E' FILED
CO
. wzs@mindspring.com
Correspondent's e-mail address:
ADDRESS
eluding accompanying schedules and statements, and to the best of my knowledge and belief,
personal representative is based on all information of which preparer has any knowledge.
DATE
Francis A. Zulli
SIGNATURE
DATE
Francis A Zulli
ADDRESS
109 Locust Street, Harrisburg, PA 17101
L
Side 1
15056041147
15056041147
---'
--1
15056042148
REV-1500 EX
Decedent's Name:
LYKENS, LETTITlA
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) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
Decedent's Social Security Number
172506353
- - -~_._'--_.~._.._..__._- ~_._-_._--~-
10,560.86
256,495.97
9. Funeral Expenses & Administrative Costs (Schedule H).........................................
8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 2 67 , 05 6 . 83
-----_._--------~--_.- ---~~-----,-_._-_._-----_.-.__.. -------..------.-----"-.-------.------.-----.-.----..-'-'--.-
16,184.54
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/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
_._--_.~--------_._,..__._----~---~-_.
9.
16,184.54
250,872.29
- -.-----.--.------.------.-------.----
250,872.29
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
250,872.29
16.
17.
18.
19. Tax Due.. ... .............. .................... ............... ...... '" ...... .................. ... ......... ........ .... ...... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L
Side 2
15056042148
11,289.25
11,289.25
D
15056042148
--1
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 07 - 0725
Lykens, Lettitia
STREETA05R-ESS --------- ---
508 Park Avenue
'~----'~-"-'._-_._"'~-----".._. ---_._~~---_._~-~-
--_..._-_._-~----------_._-----,,--
_.~-- -.---------.._. -_.-.~.,----_._--_._...- --... --.-- ----------.,-.--.-- -'
.-----------.-------------.-
CITY
New Cumberland
fSTATE
I
i
PA
,ZIP
I
i
i
17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
11,289.25
(1 )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
0.00
1,280.47
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box 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.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
1,280.47
12,569.72
12,569.72
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;.................................................................................. [] 5?J
b. retain the right to designate who shall use the property transferred or its income;.................................... 0 5(]
c. retain a reversionary interest; or.................................................................................................................. 0 M
d. receive the promise for life of either payments, benefits or care?............................................................. [J 15<.:1
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.......... ........... ....... ...... .......... ................... ............... ........... .......... ............ ....... r-S9
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ [J Ii]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which __
contains a beneficiary designation? ...... ................ ........... ... ............. ..................................... .................. ........ ..... [KJ
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. g9116 (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 exempt 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. g9116 (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. g9116 1.2) [72 P.S. g9116 (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. g9116 (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.
LAST WILL AND TESTAMENT
OF
LETTY M. LYKENS
I, LETTY M. LYKENS, of the Borough of New Cumberland,
Cumberland County, PennsYlvania, being of sound mind and body
declare this to be my Last Will and Testament and revoke any
and all Wills and Codicils previously made by me.
ITEM I: I direct that all of my just debts,
funeral expenses, attorneys fees, and all administration
expenses, including inheritance tax shall be paid from the
assets of my estate as soon as practicable after my decease.
ITEM II:
I hereby give, devise and bequeath all
of the assets of my estate, whether real or personal, or where-
soever the same may be situate, to my son, LEONARD McCOMB
LYKENS.
ITEM III:
In the event that my son, LEONARD McCOMB
LYKENS, should predecease me, then I direct that my Executor
hereinafter named shall distribute my tangible personal property
in accordance with an unsigned Memorandum attached to this
Will.
Any tangible personal property that is not set forth
therein, shall become part of my residuary estate.
ITEM IV:
In the event that my son, LEONARD McCOMB
LYKENS, predeceases me, then I give, devise, and bequeath the
residue of my estate as follows:
(a) Ten (10%) percent to ASBURY
"-
THEOLOGICAL C~'fERY,
. 1:<0:. r .~I
Wilmore,
Kentucky,
in the Memory of
Reverend and Mrs. Lawrence W. Lykens and Leonard M. Lykens.
(b) Ten (10%) percent to LYCOMING
COLLEGE, Williamsport, Pennsylvania, for a scholarship in Memory
(c) Ten (10%) percent to ALTARSGATE
UNITED METHODIST CHURCH, c/o Reverend ~~p-i.k.e..,
r-t~ :::.'r" '~-,:... 'J.1;;'.:
Mechanicsburg, Pennsylvania.
(d) Ten (10%) percent to WESLEY
luAs,->, 0.<;:.
THEOLOGICAL SEMINARY, in Memory of Reverend Lawrence W. Lykens.
(e) Five (5%) percent to the BETHESDA
MISSION OF HARRISBURG.
(f) Five (5%) percent to YOUTH FOR
CHRIST, Harrisburg, Pennsylvania.
(g) Five (5%) percent to -M-RS:--LUELfrA-
;';"
ELLENBERGER, of
Warrior's Mark,
Pennsylvania, if living.
If
she should not be living at the time of my death, then this
bequest shall be given to WARRIOR'S MARK UNITED METHODIST
CHURCH.
(h) Forty-Five (45%) percent of the
-<: f,'J pr;;~f;-
rest, residue and remainder of my estate to MISS SAUDRA LEE
REINEMAN, of 330 Center Street, Chambersburg, Pennsylvania.
ITEM V:
I hereby nominate, constitute and appoint
my son, LEONARD McCOMB LYKENS, as Executor of this my Last
Will and Testament.
In the event that he is unable or unwilling
to serve in this capacity, then I appoint my attorney, FRANCIS
A. ZULLI, ESQUIRE, as Executor of my estate.
ITEM VI:
It is hereby directed that my Executor
shall pay all inheritance, estate, succession and legacy taxes
to which my estate for the transfer of any property hereunder
may be subject, and to charge such taxes as a part of the
expense of administration, payable out of my residuary estate.
ITEM VII: I direct that no Executor or other
fiduciary named, nominated, or appointed in this my Last Will
and Testament
this
~/
day of
have hereunto set my hand and seal
~~90
'.. ,. ~.u../
- etc., M. Lyk
IN WITNESS WHEREOF, I
Signed; sealed, published and declared by the said Letty
M. Lykens, the above-named Testatrix as and for her Last Will
and Testament, in the presence of us, who at her request and
in her presence and in the presence of each other, all being
present at the same time, have hereunto subscribed our names
as witnesses hereto.
Ka1l11'U.y
q--- ~ /:~ ~,
/a_.:l/rh~ . '. L.<
;"~ I
t' /
/ ./
t.'
residing
Lj 1/ w. fp rl'y 57. E J/Jo~.1? 17C9 S-
JC{ t!t-~/ d/l., lJ;~?t(f.lid;1.;t'~7d J/
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residing
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
Q~cl
ss:
We, kA-rl-/l..'1AJ .4. ,g'::jICJJe.!:.
and
JOA,.oAl
Fe(~
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the instru-
ment as his Last Will, that
she
signed willingly
and that
she
executed it as her
free and
voluntary act for the purposes therein expressed; that each of us in
the hearing and sight of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge the Testatrix was at that time
eighteen (18) or Inore years of age, of sound mind and under no constraint
or undue influence.
Sworn or affirmed to and subscribed to before me by
~- ."
witnesses, this
~'
of/' 'I' .i ,
(,;;..u[./"VVj
J
J:OtitrwgEr
. _ /. .fU.L
Q. / -F~ay
j J
1990.
*'
I
I
I
~E NUMBER
21 - 07 - 0725
--._--~. ------------------__._..__n__ _____n '__
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Lykens, Lettitia
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
.-- ".,~..__.._----_._..__..~_._------._-
ITEM l'
NUMBER DESCRIPTION
1 U.S. Savings Bonds-see attached
I
!
----~-~-= . -1_- ~~~VA~~E .1~ALUE~~~:~:60F
, I
I I
i
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..___ _ __u..~_....___..,,_..___._,...___.__... ..,_.,,_ ... .._.____..__________.____ , _~_____.__._____.__
TOTAL (Also enter on line 2, Recapitulation)
10,560.86
Calc;ulated Value of Your Paper Savings Bond(s)
Page 1 of3
Calculated Value of Your Paper Savings Sondes)
Calculator Results for Redemption Date 08/2005
Total Value
10 560.86
Total Interest
7 510.86
YTD Interest
$264.70
Bonds: 1-122 of 122
Serial S . D Issue Next Final Issue It. t Interest V I
# enes enom Date Accrual Maturity Price n eres Rate a ue No!
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http://'0rv..rv..'. treasll..'")Tdirect.gov/BC/SBCPrice
9/18/2007
Calqulated Value of Your Paper Savings Bond(s)
Page 2 of3
NA EE .,: . $50 12/1980i12/2005: 12/2010:$25.00: ..' $98.40
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...,.. ..~.f.., ," ,Ef:.. ". ~......$.~g,;.Q~fJ 9.!3.Q,LQ~{?Q Q~L.Q.~L?Q.~Q. L.....".$?:?.~QQ.l. .,.,$.~.~Q. ~~. ~.~. .,,~:.QQ~!'o... .$.2.::3. ?~.?6........
.. ......~~,L.,.. r::~.. ...;. ......$.:?Q.LQ?LJ.~~Q.LQ?l?QQ.~.~.Q.?L?Q.~.Q.L.... "J?:?~PQ"~"M.,$J-P.~~~.L"..~:.QQ~(9.;........ . ~.~.~.~.~.6..~... ..,..
NA 1.r::r::. i$5iO!QVJ5.l?()j()y?()()~;Ol/?:Q~Q\.q.$??:Oqi. $113.68' 4:()()%' $~:3~'6.s.:
.~~..E:!:q,L......$.?g.L1.?l~9.~~H.?l?9().?L!.?L?9!.~.L... $??:()Q;. .$?,5.l~76 3.14% .. $8~~76
.1\Jt\....J::~."j"..$?gL~!l~~~}LUl?9.Q?.gL?Q.P,i.. .....$.??:QQ! ....$:5.9..}6 ,; .3: 140!0,$~~~?6 .
.......~.~.!.....E~....,........l?Q.iJ.QfJ~!3.~.lJ.Ql?QQ.?i J W?.Q.!.~.L".....$?:.?..~Q.Q.L. ...".$~?,:!.Q.. .,.?:~~ :3,~/0 ...~. . .$~Z~~.9..
,....~A,......S~."..,i,......$:?Q.1Q~fJ~~~.iQ~l?.QQ.?.~.QW?.QJ},;........,,$?:.?:9.Q.: ..., ...$~.?~,~9.l...?::J~?~!9_, .. ..... . .$~?~.~_O'..... ....
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,. ...~/~,. ..E!:.. .:. ...... .$?g.iQ?l~5.l!?,~.iQ!f?:gQ.~.,..9?L?9.1}l.. ,$?:?~()Q.L.. ........1~}~:3,1L.. ..;? ~ 1 ~0(9 ;._w .. $S.S.~34
NA EE: $50: 06/1983: 12/2005: 06/2013: $25.00: $63.34 3.14% $88.34
~ ".,VM', . _"'_'_' '_~ ^" .__N~," . .. ~ '~,~ '. ~ ',~'" _,^ ""A"__~,"'~~~V.^'~~N_ 'N'."."~," ""l''' ^_v,,,., ''''_~'',' '" ^~~"""~"~"AV~ __. "._. ~.."" '.~'" .,. '. ~ "". A'''',V'.'' ^"~ ,.,..... ,._,. "^".^'.' 'A. ,,,...,,,,. _.., .,., ,. ".. ,". ' . ,,,.~ ~
NA; EE: $50: 05/1983: 11/2005 OS/2013: $25.00: $63.34 3.14% $88.34
.. ,.. ..,I.....n .~'. ~.,.....~.. '.....n ........'..n ..j. ...,. ..... ..... ..~..... ..... ....~.. _.......n.... ...,. ....' ...,... .n.... .... .... ...... 'm.'" (...... ...... ....,......, .".. ......Y . . ". 'n. ..... ._.,.. _... _
NA: EE: $50: 04/1983: 10/2005 04/2013 $25.00: $66.80 3.32% $91.80
. ..,.......,'."......h. .....~~,..__". ~"..,......~,~~'0"...,.....~..,...'....-.1...."^..........,...O'.....nO'_O~..,...^............_...._. ......__....... ,._.,..~.. ,n ' ,..._.. .._....
NA.~.. E~ "' ,~?Qj()~l~~~3.[Q9/.2.QP.S..Q3l?013 $25.00' ${;6.80 3.32% $91.80
.."...~,~.;"...E:!=....L.....$?().~9.~lJ.5.l~},iQ~l?.Q().~...Q?:a.Q.1}i .$25.:00 .$79.14 4.00% $104.14
..".N~.~"..~~.....~......~.?,Q.lQyJ.~~}.tQ.y?:QQ.~.1'.Q.1.L?Ql~.;........".$?:?.~9.Q,;.."..., ..$.?2.:,~.tt~...~~QQO!0... .., . .$JO~:,~~L., . .
__.~.f\.l....E:!:,...;......$5.QL!?l~~??~.~?l?QQ?~?!?.Q,1.?.L........... .$??:.QQ.;.. .........$,?~.~,1. ".,~ .O(l%.;...... ".' .~.~,().~~1,.'~....... .
NA: EE; $5011/1982[11/200511/2012 $25.00: $79.14 4.00%; $104.14
'0_' .... ^" ~ ....,."..;, ,,,,,. v ,...... ~" ..^"..... . .......',... Ar _ ,'." ___..~ ~ __ w.,_"v .'___ ^_"...~""~"" ~..v..,,~. .....A~.. .... v'..,\^ ~,,^...., ~.~_^ v ^.... ~"..'_". {r---' ^'~ ^.. .'_ ,,,. - ...'".. ~...,'v._" A~" '!i'''.' Y A_" ^".. A'." ^ ~ _....,.~,.., .,..., .~" . V,., . 0 ~""'" '.... ......;.., ", .".. "' A.V,","" __". ,,_, __ '.' ....". . ~
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NA EE: $50:09/1982~09/2005 09/2012:$25.00: $84.14 4.00%$109.14
NA' EE ";-$50 ;OS/1982102/2066:08/2012 r" '$25.061'"' "$86j2' . 4:00%$111.32
.., .' _.._.. ..~._"(""'''A''~'_.. ~"".._~... ....r..' ..."" .."" ,....-, ......"_.'~~',....H. ~~......."", ~".h', ..'~'~..,' . ,..~, ~...', .,..... .... <~. ..Ao.., '.. ........,... ..... ~ (- ". ,__..."'....... .'. . . .,,,'.. .'.... . .,,',.
...dNA EE"$?.Q.!9.zl~9.~.?:,j9.U?(lq{),LQ?L?.Q.~,?; m' $.??OO... ....$~6.}2.m~~QQ%$111.32.
......~.~,;......~,!:.... .l....ml?,Q.lQ~/J~!3.?~J}l?Q().?..:._Q,~L?.Q.PL...,. ...$?:?.~Q.Q.; .._.$~~,~~:2,. ....~:.Q9.~(0.w.. .$1.!!.:_~.~.,..
......~.f\,L..E.!:...L.......$?Q.IQ?D,~~:2..~.gl?:QQ.?,_.Q.?L?QJ.?L..,.$.?:?~Q,Q.L...... _..$.~.2.~~,? ~...~~,QQ~/<,.... . .~!!__1..~,:?.
NA: . EE ..$50 :04/1982 :10/2005: 04/2012: . $25.00: ....$86.32 4~00% :$111.32
,.. "NA'cm"EE ........'$S6To31198i;09/ioOs....03/2.oiiT... '$2s':OoT..m$86:3i" ....4.()OO;~[ '.' '$111:32 <.
'.......NA.:'..EE....."......$.S.O:02/1982.;' 02/200'6''''02/2'oi2! "..,.... '$25': 60:'" ... ..$88:56'.... 4 :'600;~.~....... '$'1 i 3: 56-'" ....
..... ~,. .".... ..._......_ . ,)._... __. ._" ..... ".......... ,.. .. _'~"'"'''.....''''''' ..~' ............. ................., ~..."... - .... ..... __....~...... .~' . ................ _h' ..........., .... t...... ......... .. ,..
NA. EE. ........ d~5.(),j,9.~l~~f:3?:()U?99~..QU?,Q.1.?i ... ....$?5..Q()j .... ."$~f:3:?6: 4:99%: .$~:1~~S6..:
NA: EE.$.5.0:.~?:g~?1L~:2l?().QS..:.l?I2.Q.~4i. $25.00: ... $54.~6 4.00% $79.16
. ....~t\."....~;....;...... ,l5..Q.;J,!D~?1UJl?.QQ.?.U.~L?.QJ1.~. . ..,$??..OO.~... ..$?4,:J 6..... . ~.. 00 % ~ 79~,16
,_...,~.~..."r::!:.... .;......,l5..9, ;JQL~~~.1.):Ql?QQ.?_JgL?Q.~.1.;.. ,.. ...$??~9 D.;......... ..$:5.tt.~~Q".. .?:?:~. 0(0. .__. . .... ~?~.~.6.~... ,..
......~.~". ,...E:~....t...._..$,?.Q.;.(l~l.t~!3.1.~Q.~I..?:QQ.?._.Q.9.!?,Q.~1.L m $??..P.OL $5.1_~~()...?' 23..0(0.... ~ 79.60
~!\... .r::.~...;".......$?QL9~/J~~.1.LQ?l?99~...Q.~L?Q.14jl?,?:()Q,; .$?5..~90 4:c>Q% $80.90
NA: EE; $50:07/1984:01/2006 07/2014: $25.00: $55.90 4.00% $80.90
A .." .~ ..'''.._'' _" ,,->:-,..~. ',.p",_" ''''~ ~-li'-,..^,_...,,, ,.....~~ "..N"'~~'''''~ ~p_._~,"~^~~~~ .^~._~^^~ .'^~ "''''.~~ _~. ,'_Y..~' c.~^"^"__ ~~^~^~~~""_~ ,._, ,"_' ,... "". ..~..,.. ,,';,' A ~y,''''''. ,__" . ,.., , .
NA; EE$?QjO~U9.f:31iJ?/2005:mQE)L?Q.14:d $25.00' $55.90 4.00% $80.90
N~;EEd$5i()L9?l1.~f:3.4LPa9.os.:..QS.I?Q~1L.m$??~OO $55.90 4.00% $80.90
NA EE $50:' 04/1984: 10/2005 04/2014 $25.00 $58.40 3.26% $83.40
.. "..~.I\.,. :...E.g:__.:L.......i~Q.IQ~B~~4,IQ~Z?QQ.~::::Q:~Z?QI~.L,...,:.i?~: ().Q.:,:"......$~~.:~9~...;?:.??~(~.,... . '." m^~~.:3':.~_Q.:.. ...
. .~ ft.... "...1::.1::... .' ..... .l?.Q.L.Q?l~.~!?1.r.9.?nQ9.~.;..g?.L?.Q.~.1.L., .....,$??.9.Q.!,.......... .!f.?~.:Z.~.r......3.. :.~.~ 0(0..,..... .'. ... .~~.~.:?,~..
NA .1::!:......,,$:?().LQY)_~~1_IQ1,/.?Q().~.;..Q1l?QJ4,;... $??:9.9.. $5i5.l.Jl3;, }:~~% .,. . ..$~4.?6
NAEE.,.", .$.5iQ.,)?l.~_9.~.?.:.F{?.9.9.S.. )?'(~.Q~? .$??~OQ. :$?~.08 4.00 %$. 76.08
NA EE$SOJ1/19~S.:11/2Q05.~V:2Q1S125.0Q.$51.08 4.00% $76.08
NA EE$50,,10/198S '.1()l?Q05,10/2Q~5 .$25.00 $51.08 4.00% $76.08
NA EE$5QO~USl85()9/2QQ50Sl/?()15 $25.00$51.08 4.00% $76.08
NA EE $5.o9~119850?12006 08./2015' $2?~OO$52.60 4.00% $77.60
NA EE $S.QOZ/~9.f3?..O~l?QQf),..Q7./?,Q15..__ $25.00 ,,,$?2'130 4.00% $77.60
4.00%.
. ....~,.,~_'v.,~Y.y.
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%.
.~;.~~:.4.()
~~:z3~4() ,
$:1:34.64
$134.64
.$137.32
$137.~2
$137.32
http://v.rv.;rvv . treasurydirect.gov IB C/SBCPrice
9/18/2007
Calculated Value of Your Paper Savings Bond(s)
Page 3 of3
NA EE ". $50: 06/1985! 12/2005: 06/2015; '. $25.00! $52.60: 4.00%
'~-^-:::~,A._:.^-:'~(':::".::::::~~Q-ni.~b:~~:~:ri~Z?'Q9:~::-Q:~l?:9.:i:$:r:'::',:"'~?'s.':QQ-r ."':::',J~?:;'~QT'^~:ooo;~-7.m,".
NA EE . .$50:04/1985:10/2005:04/2015:. $25.00, .$52.60 4.00%
'.....NA:.~e: '^'::$~Q:;:'o.~Zi.~~~EQ~Z2QP':(:Q-~i?9.I$r'H :"~~5jJ.'QT-'" $~?:~QT 4:00%
NA EE $50 :02/1985 i 02/2006: 02/2015$25.00: $54.16 4.00%
NA> EE "'H$5Qr9i../~~$5'I{J.'~i?P9>6^~:Qi.i.~,Q.i5r.'" $?5.QQL ,$?4.16 . 4.00%
NA EE $5012/1986:12/200512/2016: $25.00i $40.76 4.00%
..........,..--~~.......,..'...".,. 1.~.._~'h..._.-,.....h'..-.., ,-." .."...-........ 1- . . -.., ~ . ... ... .
. .uml\J.~^:...J~L..; .,__.l?Q.H.!l.!~?~^[JU~Q9.~L!JL?.Q.~?.i... ,,$?:?, .QQ.;.. .>..^J~1Q~:?~^_ 4:QQ~!.9._.. ..~~>~~Z~..^....
.....1\J^~_1.....~e:> >....L.....l~Q^L1-.QD~~.~.L!_9l~QQ.?,..!.QL?^QJ.?.L.., .. .,$??.:99.L.,.., >Ji~.:J~L... .1:.QQO(9.L.... ., ...~?~~~.~...H'
._,,_I\JA>;;!=..mL...m^15.9.t9,~D~?~.tQ~l~Qg?L9W?Q.1.?^L'_H.$??,:9.9., _ 'H$1~.:.k!. .1:.Q9%' . ......~Z~,~.:L,.~L.m.
NA: EE : . $50:08/1986:02/200608/2016: $25.00: $49.60 4.00%: $74.60
..... ~'Hh ~~. v. ~."'~. ^ .,. ~~.. _. v~., ~^" . ~ ,.... ^V_~ ~ ,~~ "i'''~ A"~, '.....' ~~. ...~"'... A V....,.. ~_A V...~ n". v ""'V_~... A ,,~............, .."...., N"'~'" A_'_~.' V .",...v., V,. ~ ^"~. ~v ~.. u". ...~ A....." t. 'A_' A ___AN_.,.'.'" ',' A ,.,,~, v , 'A _, A'." "', ".' ,~ ".,..... .
NA EE $50:07/1986:01/2006:07/2016: $25.00; $49.60 4.00% $74.60
. .. .... ~ . '. __.... ..p.... .... ~, . _..,.._. ..... ...., ..... .,... '.!"... ..... m', ...... ......... ...... ........ u.. .,.. ....... ........ ~ .... . _". .......... ,...... _... ~ . ,.. . .. .. .. _ ..., 'A' ..... .... ........,... __.., ........
NA EE j $50: 06/1986 i 12/2005.06/2016: $25.00; $49.60 4.00%' $74.60
......,..,.....~t...u...~~...._,,,.,'..,~....~..~.,,.....~..8'.'~U....'~""";"'''8..".''M''''''''''U''~ .. .,........ ,_.. .c.. .. .......,..._..... . ....__.. ...
NA . EE : . $50: 05/1986: 11/2005. OS/2016: $25.00, $49.60.. 4.00% $74.60
::..,..~.AL....gg,__,.L:.::^i$.Q:I94i~~~~^I:i:QZ?Q9:~:LQ1!?:Q:~.(^__.,. >..$.~.~^~QQ.j...",,:::$.1~.:~Q...u. .~, :9901.0,., u:~Z4~.~.Q:.....____
_,.....I\J.~.~.__.~e:__".L"...,l?:Q.;.Q~l~~~~.iQ~l~.QQ.?":..9}L~.QJ.~.L'^..,..J??.:9Q,i,_,...".$i~.,.~Q, .......1:QQO(l?;.. .... '^~?~~.~.~..
__.....I\J.~.L..;!=.....Lm..1~.Q.iQ?l~~!:l^~.tQ?l?Q9.~.LQ_?L?.Q.~.~.L..,^^$.?:?:Q.~U"",^,.$?J~9^~,... ..1:QQO(0 ,j...... '.' __.t?~~g.~.,u .. .
,.....}'J~.~..,,,~e:__..L..^l~,9.iQ!n~!:l.~.lQY?'.QQ.~~.Q,U?.Q~~_L. ,$.?:?Q.Q,i..,.. ^$?~.o~. 4.Qoo/0 $?Ei.Q8
NA:. EE: $50:02/1990:02/200602/2020:. $25.00: $33.38 4.00%; $58.38
....'NA'':''.EE .. -".....$s6'7ii!i9S^gTi2/20Cis.. '1'2/2"619';.... "$2S^:06' ,,. "'$3':3,38 ;"4:0()o;~'"' .. '$58~38" ...
, . .. .....~,... .. - ... . .... . " . --.. . "!' .... ..... ........ . , .... .... ..... ~.. . .. . .... .. .. ". .... . .... . "'1-- . ,... .... ... .... ... . .. . .... ... ~.' .. ..... . .... . .. ..... ..... .... . ,;,.. , ... ... . . .. . ..... .. .... ... '.' .. .. .. . ..- .. - . .. . , ..
NA! .~EH.:_.,$?Q;.~U~~~~LUl?'QQ.?.P/?()~~:$?'?:()Q:. ....$33..:3.?: 4c.00%.. .~5~~3~..
NA' EE' $50.10/1989:10/200510/20191 $25.00: $33.38' 4.00% $58.38
_,. .'. ......_.'...""M.'......~..T.....,','...,~.,'.."..........~..~..~~',,"_.'..'."'..~.,._.~,..,._....'.,..,..~....._...~,..~_..;-.. ~ .__...............'..__.....y........_.. ... ......."..m..~_."""..,' .,. .., ,. .... ~..
.. .' ...N.,~"... ..~e:.,..."....l?^Q.;,Q~D~~.~..;.Q~L.?QQ,?..g^W?Q.~~,l..mm_$??:9,Q.L... .....,$.~.~.:~.~.,. ,..~: QQ~!.l?,L... ..~.?~~^~,~._.
NA EE ..$50i08/1989:02/2006:08/2019: $25.0Q: . $34.56 4.00%:. $59.56
.....N'ji.T...EE'.H...".H$.SO':-(j 7]i.98g.Joi/2Cio6"..O.jj26igy........$2S':OOr"'. "'$34':56'~'H 4:60o;~':""'" .. "'$' 59~'5'6^~"u,
".. . ','" ....;."'" ,-. '. ^" '.'-." ~...., _'" '~A_".A"~_."_,_~,.^'" .....~^.......'A"~'.V~, ~~t'-....~',~ '-^ .' ... .,__ ^"'''''~"f''--''A''~.'-' ._v, "'~'__',' "Vr.... . '.~~... ".... . ,... ~ '''_ . .......-w' . _^~.. '.V '..'" .v'..,.".. ...... .,~, ,- ."" .. .. . ',' ,_..
,. u.I\J.~~,..~!=...L.$!?g.lQ~l~~~9.L~_?I?Qq?,...Q.~I?,Q.~~l....... $?,?OO ',$3:~.5~, 4.00%$59.56..
u.f\jA :uuEE .' "H$59:()?I~~f:3~:)112q()5.95/?()19: $~5.00 :$34.56. 4.00%$59.56
NA: EE$50: 04/1989 j 10/2005.04/2019 $25.00 $34.56 4.00% $59.56
NA EEu,$.$QIQjii.~$~rcj~l?o.p.~..::9.~i~Q>1.~ u .u$?$:QO' $3.~~?6 4.9(l% . ..$59.56
Totals for 122 Bonds $3 050.00 7 510.86 $10'560.86
..t?!~~.o..~....,
.....~??.~~>-
.>~.??=.~.Q...,...
$??~Q
$79.16
. .~?9.16
$65.76
Notes
NI ',Not Issued
,y '... ~,.,....... A ~ ~A" ~A-_" ~"'A ~~M~ ~~'^. ~ ^N""~~ n ~ '^". AN_ ~ ....AA.. A.-'~ ~N"~. .."'.. ~...," v..~~.,,~. N '.A~ '," VA ...~~ ~~~ .>~~., ~A~'~.
NE..^:I\J.C>.~, ~IJg.t~.I~J()LP.~YTlJ~^IJ~>.mm ..... .........'...
_,JJ.~. ;,~.,!~ll:I^g~?. 3...TlJ ()n~b.!.n.~~!:~~t..p'~('"\aIW.............
MA > Matured and not earninq interest
http://V\'\v\v. treasurydirect.gov/BC/SBCPrice
9/18/2007
*' I
COMMONWEALTH OF PENNSYLVANIA l
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-----.- ,.__._-------~----~-,-_._-
ESTATE OF
Lykens, Lettitia
SCHEDULE F
JOINTLY-OWNED PROPERTY
i
---.. --...~.--------..---- -----.___~________ __..J.___...__.___
---.----~--...-.------.---.------I-FIL~ENUMBER .-.
21 - 07 - 0725
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
---_._---_._-----~-
Leonard M. Lykens
A
ADDRESS
RELATIONSHIP TO DECEDENT
---~._----- _._------_.,.._--,~--_..
Son
508 Park Avenue
New Cumberland, PA 17070
JOINTLY OWNED PROPERTY:
N~jl~~~~~~~~~-~~'I]I'N-~T~E~R~E~S;T-I_I-:~~
TENANT j JOINT estate,
u,1- i ----j,,---I.03/O 1/1991 ~~~~;~6~3~ankCe-rtifica-te-oTDeposiCN-O.-'--- ,------5~001~3-7-1--500~T-------.2:50-0~69-
! I I i
2 I A 103/07/1991 Sovereign Bank Certificate of Deposit No. 5,001.30 I 50%
I 0775150659 I I
, I
I 5,001.30 I 50%
I
5.000.91 I 50%
I
I
5,001.48 I 50%
,
i
3
4
5
6
7
8
A
! 03/11/1996
I
106/21/1994
I
2,500.65
Sovereign Bank Certificate of Deposit No.
0775151004
2,500.65
A
Sovereign Bank Certificate of Deposit No.
0775151095
2.500.46
A
i 03/11/1996 Sovereign Bank Certificate of Deposit No.
0775151129
2,500.74
I
I
Sovereign Bank Certificate of Deposit No, 7,000.90 ! 50% 3,500.45
0775147531 ,
i
Sovereign Bank Certificate of Deposit No. I
8,002.20 I 50% 4,001.10
0775150642 i
!
Sovereign Bank Certificate of Deposit No, 9,002.62 I 50% 4,501.31
0775151111
I
I
-J
TOTAL (Also enter on line 6, Recapitulation)
256,495.97
A
,
1
I 02/04/1990
I
103/01/1991
I
I
A
I 06/30/1995
I
I
I
I
I
I
. ________1.___.____ .
A
.
SCHEDULE F
! JOINTLY-OWNED PROPERTY
I
COMMONWEALTH OF PENNSYLVANIA I t"lnued
INHERITANCE TAX RETURN con
_____________~~}Q_~~T DECEDENT___~________________ -___________-L_____
ESTATE OF
------------1 FILE-NUMBER-- ---~ ---------
21-07-0725
~~-----"---'--"-'--'-'-'-'"'-'-- --_...~._~ -.- _.. -
Lykens, Lettitia
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
-r-- -
ITEM : LETTER
NUMBER I~OR JOINT
TENANT
9 I A
I
I
10 i
i
I
I
I
11
12
13
A
14
A
15
A
16
A
17
A
DATE In lude nam: Off~~~3~lin~:~~~o~Fa~~~t!~~o~~t number -- DAT~~;~~:~HT~-~-~--T--~~~~-OF ~;~~~--
~6;~~ or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET I~T~~~T DECED~~~~il~~EREST
es ate. _
02/25/1995 Sovereign Bank Certificate of Deposit No.
0775150964
10,001.29
50%
5,000.65
A
07/16/1992 Sovereign Bank Certificate of Deposit No.
0775151046
11,435.15
50%
5,717.58
A
06/06/1995 Sovereign Bank Certificate of Deposit No.
0775151103
17,003.26
50%
8,501.63
A
03/06/1990 Sovereign Bank Certificate of Deposit No.
0775147549
20,002.59
50%
10,001.30
10/25/1997 Sovereign Bank Certificiate of Deposit No.
0775151020
25,005.24
50%
12,502.62
06/19/1990 Real property situate at 508 Park Avenue, New
Cumberland, PA 17070
135,670.00
50%
67,835.00
04/30/1999 3600 Shares of Wal-Mart Stock@ $49.60 per
share
178,560.00
50%
89,280.00
05/03/1990 800 Shares of Hershey Company @ $63.90 per
share
51,120.00
50%
25,560.00
08/25/2000 1398 Shares of Ford Motor Company @ $10.86
per share
15,182.28
50%
7,591.14
Page 2 of Schedule F
... ........ -....".. IlIIaa) - lMO
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MADE the,
" .~lrie '(1fn,b~ttture~
Iqn' daror ~
In tho year IllDOteeD hUDdnd 8Dd
BETWEEN
Ninety (1990)
LETTY M. LYKENS. widow,
of the Borough of New Curnber1and. Cumber1and County,
Pennsy1vania, Grantor and party of the first part
AND
LETTY M. LYKENS and LEONARD M. LYKENS, her son.
as joint tenants with the right of survivorsh~p, and'not
as tenants in common. of the same p1ace,.
Grantees. and parties
C~-':::'>"
c"",,'
.,' :0
of tho tc.leODd part. WlTNESSE'lH, That said party of tho fJnt pal't. for llDd In C01lSIdm.tfoo of tho
nunoE One ($1.00) -------------________________________~________
DoDllJ't, lawful money of the United States of Am,.sCQ, weD and truly paid by the .akI parties of the
second part to tho said pllrty of the !Vat put, at aiKl before the lIeo.1\ng and dcUvery of tbc.e
presents, tho receipt whereof is he.-cby Reknowledged. grunted, bargained,
sold, allc,ncd, enfcoffed, rclellSed, CODVeyed And coDfirmed, and by theso preseD~ do grllnt, bargAIn.
licit, allen, enfeoff, rclcose, convey and confjnn unto tho said pllrties of the lICCOnd pArt, their
heirs and It.'lsigns.
ALL THAT CERTAIN piece or parce1 of land situate in the Borough
of New Cumberland. County of Cumber1and. and State of
Pennsylvania. more particular1y bounded and described as follows.
to wit:
BEGINNING at a point on the south side of Park Avenue (60 feet
wide) at the dividing line between Lots Nos. 9 and 10, Block
.. E" I on the hereinafter mentioned P 1an of ,Lots I said point being
seven hundred sixty-five and eighty-eight hundredths (765.88)
feet measured along the south side of Park Avenue from the east
side of Allen Street; thence. southeastwardly along said dividing
line; a distance of one hundred ten (110) feet to land of C.C.
DaVis.; thence. northeastwardly on a 1ine parallel with Park
~i'.; ~ . .
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. ,,'to ~
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Avenue, a distance of eighty-two (82) feet to Lot No. 11, Block
"E"; thence, northwestwardly a10n9 said Lot No. 11, BJ.ock "E",
a distance of one hundred ten (110) feet to the south side
of Park Avenue; thonce, southwestwardly along the south side
of Park Avenue, a distance of eighty-two (82) feet to Lot No.
9, Dlock "BIO, the Place of BEGINNING.
\.....__...
BEING Lot No. 10, Block "E", in the PJ.an of Simpson Terrace,
Addition No.1, to Forrest Hill's, as recorded in the
Cumberland County Recorder's Office ~n Plan Book 6. Page 11.
HAVING THEREON ERECTED a single one story br.ick dwell:l.n9 houee
known as No. 508 Park Avenue. New Cumberland, Pennsylvania.
UNDER AND SUBJEC~ nevertheJ.ess, to the conditions and
restrictions contained in the aforesaid Plan.
BEING the same premises Which Arthur J. Wolf and Charlotte M.
Wolf, his wife, by deed dated June 14. 1965 and recorded in
Cumberland County Deed Book "P", VoJ.ume 21,' Page 1028. granted
and conveyed to Lawrence W. Lykens and Letty M. Lykens, his wife.
The said Lawrence W. Lykens died on March 20, 1990 and by operation
of law title vested in his surviving spouse, Letty M. Lykens.
CORRECTIVE DEED.
This is a corrective deed to correct an erroneous Grantee listed
in a prior deed from Letty M. Lykens, widow, to Letty M. Lykens
and Lawrence W. Lykens. her son, dated May 9, 1990 '
and recorded .in Cumberland County QaQd Be. 0-34, ~ 281. This prior deed
er.roneously referred to the son of Letty M. Lykens as Lawrence
w. Lykens when in fact it shou1d have :lndicated Leonard M., Lykens,
her only Bon.
This transact~on is exempt from realty transfer taxes becaUse it
iA a transact~on from parent to parent and son and is alaoa
corrective deed.
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TOGETHERwltb'.u .ad.......... the ~ JIendI~ aDd ~ to the _ be-
'IooPs. or 10 -)'W&e appertabdDg. UId the nwa.loD aucl I'evenlona. _ftIDdar aacl -llJDdeft..-t..
issues ftDd puf.ts thereof; AND ALSO all the atlltC', right, title. fllten:st, plo~, cJ.Jm GDd. dem_1!
w.blltlOcVor,. both fa law oad eqWty, of tho aid pory of thcI Ell'llt part. of, PI. to OK" oat of the lIAid pre-
ndsell, And every pArt aad parcel tbcroof.
TO HAVE AND TO HOLD the ~llId prcm1ses. willa all and sillgular tbc appurteDances, UDto the snfd
part ies of the second part, their heirs and ll$slgns, to nnd for the oaly ptoper uso IUId
behoof of S!lld pllJ't,ies of the sccoad part, their heirs ADd assfgns forever.
AND tbe sRid Grantor and her
flX:.1!.~ .;.....
~
heirs, executors, aDd admlnJstratol'll, do
the sllId part ies of the secoDd part,
Grantor and her
heirs, ILII nnd singular the bc:rcd.ltamenb llDd premises herein nbove described aad .grllllted, or mentloaed
unci futenclcd so to be, With tbe IlppurteDilDOCll uato tho suld plU'ties of thcI.seoond part. the.ir'
belrs anu assIgns, agaJnst tJae said pnrt y oi the first pArt fthd her beks, llLDcI'llga'ftst all ADd .
<:vc.-ry other person or persons,. whomsoever, lawfully clRiming or to d"'m the 8lltnc or lUIy part thereof,
sbnll Ant\ will, by these prcsmts, WARl\ANT AND FOHEVER Dl~FEND.
by tl"-'Se presents, coVCDADt. graot ILIId agrL'O to ADd with
their bcins and DSsfgo.'l, that the said
IN WITNESS WnEUKOl~, tho .Rld party of tho first pm has
hlU1d and sent ,tho dny: llnd yelll' lint written above.
bereunto set her
D
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'~:::..::~~~~::.::~~~:~~~::.::::::..::....::.:::::::::::::-~~
................................. ... .......,... ............... ...... ....... ~
............................. ............ ......... ....:...... ............. .~'&4
~
CEBTIF1CATE OF llESIDENCE
. I, h(!lceby~ t}aJLt ;!I 0 prealae residence of tile lP'autee
SO 8 1/19 (1 K. (.( V..L . .
AJwC~~ P~()70 ..... .... .....................
::~,::':;.:lI~x:l:........h..... }
On thfs, tho I C;T'J~y of :j'"'U.,....~ 1990, be.fore me, Ill. ~~!~ ~~bU. ,
the undcrsl....ed omcer pcrsonl\lly a-..- Letty M, Lykens .........0......""... ~t
0" ., r.t-"-..- ,," ~~ d t: ~.~TW
'..A-f..'Jt' ~.... ~b ~'10'
known to me (oc sntisfactorily proVeD) lo be tho person whose tlamo .is 'J'I~~. ~~~........
within Instnlmmt, !Lnd llckoowlcdged tJallt she executed the same EOJ' tJae purpose.ibf'i'flialt n~~\ ~ i
IN W'lTNESS WHEREOF, I have bert,unto set my bud IUId ~,~. \ 1k~\l.ff':H}.7") \'I;j
. ., :....... ~.,,;:.J,..: !p~.\.~S.-
. '\ "'. "#..,.,,10 .1 "('ft.,, ~~
a _oJ tt::. ...la. -:::,.. til.. "'-i'~ ~....,.
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loU~
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~60KQ 34 PlCE 532
TaxDB Result Details
"
Page 1 of 1
Detailed Results for Parcel 26-24-0811-183. in the 2004 Tax Assessment Database
DistrictNo 26
Parcel_ill 26-24-0811-183.
MapSuffix
HouseNo 508
Direction
Street PARK A VENUE
Ownerl LYKENS, LETTY M & LEONARD M
C/O
Prop Type R
PropDesc
Liv Area 1242
CurLandVal 30000
CurImpVal 105670
CurTotVal ( 135670 )---
CurPretVal "'" ----
---
Acreage .21
CIGrnStat
TaxEx 1
SaleAm t 1
SaleMo 06
SaleDa 29
SaleCe 19
SaleYr 90
DeedBkPage 0034Q-00530
YearBIt 1956
HF File Date 11101/2004
HF _Approval_Status A
http://taxdb.ccpa.net/details.asp?id=26-24-0811-183 .&dbselect=l
9/18/2007
'.
.
I
1
SCHEDUl.E H
FLNERAL EXPENSES &
ADMINISTRATIVE COSTS I
.______________~=_-___ __~ -_~=:==~~~tFICE ~~~~~~--.~72~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lykens, Lettitia
Debts of decedent must be reported on Schedule I.
----ITEMT--- --------- - -------~--
NUMBER i FUNERAL EXPENSES: DESCRIPTIO
-A.------1-i-Parthe,;0-;:e Fu~eral Ho~e---.----- ------ --- _m
i
I
I
i
- --------1-
__~u-
AMOUNT
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Francis A. Zulli
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 231 Fiddlers Elbow Road
City Middletown State PA
1.
Zip 17057
2.
3.
Year(s) Commission paid
Attorney's Fees Wion, Zulli & Seibert
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Leonard M. Lykens
Street Address 508 Park Avenue
City New Cumberland State PA Zip 17070
Relationship of Claimant to Decedent Son
Probate Fees Register of Wills
Photo copy
Additional Probate Fee
4.
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation)
8,833.54
1,250.00
2,500.00
3,500.00
59.00
2.00
40.00
16,184.54
'. ~
REV-1513 EX+ (9-00)
*'
" ._-_.__._~-_.-----
i
NUMBER + NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY
-_..'..._- -...--.---- -'---'---'-- -------
I ITAXABLE DISTRIBUTIONS [include outright spousal
. distributions, and transfers
I under Sec. 9116 (a) (1.2)]
1 I Leonard M. Lykens
SCHEDULE J
BENEFICIARIES
'-~._--._--_.----_..-._------__.__.J. ._.__ __. _ _
~----~--. .-----.-------] FILi Ni./MiiE-R
I 21 - 07 - 0725
SHARE OF ESTATEf- AMOLJNT OF ESTATE
(Words) ($$$)
---"--- ------.-----------
Entire Estate
!
r----.-....-~-.--~.-'-----
t~ELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lykens, Lettitia
Son
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS
NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET!
. -.---.--.-.-.-.-----.- ....-... -. _n. --- - ..'__.__._.__.___...__.___ _____.____. _ .....u____..___ L...
0.00
\] R-J {lJD. (50
~ _ 3A1~ .o~
f\p'b ;Lqo.OO
tt 1723