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Home My WebLink About02-07-08 ! . ....J 15056041181 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 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year J.I 07 File Number 07/5" Date of Birth 137-14-9034 06182007 10081922 Decedent's Last Name Suffix Decedent's First Name MI Lechleitner Frances K (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 C) FILL IN APPROPRIATE OVALS BELOW OD 1. Original Retum C) C) C) C) 2. Supplemental Return C) C) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 4. Limited Estate OD 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 C) 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 Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes C) Mark Sailor 215-886-1401 r-:) ,,":::-'j r::::> Firm Name (If Applicable) Mark I. Sailor, CPA REGISTER QE WI1-LS USE ~ Y - ~S2 r-q "'l:~5 ~ First line of address 101 Greenwood Avenue /' -0 Second line of address -'~;' -- Suite 202 N City or Post Office Jenkintown State ZIP Code DATE FILED en CO PA 19046-2634 Correspondent s e-mail address:msailor@shrepc.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR P~RSON Rr~1fJrSI FOR FILING RETURN ADDRESS 1912 Murra Street Philadel hia PA 19115-3818 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 101 Greenwood Avenue Ste 202 Jenkintown PA 19046-2634 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041181 15056041181 ---.Jcn WK4 T PA0305-001 103 -.J 15056042182 REV-1500 EX Decedent's Name: Frances K Lechlei tner RECAPITULA TION 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) OSeparate Billing Requested. . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G) OSeparate 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 Subject to 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 .0_ 16. Amount of Line 14 taxable at lineal rate X.O ~ 37 6, 8 94 . 62 17. Amount of Line 14laxable at sibling rate X .12 18. Amount of Line 14laxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. ... .. ..... .. ... ..... ..... ......... ...... ..... ..... ..... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L Side 2 15056042182 WK4 T PA030S-002 103 Decedent's Social Security Number 137-14-9034 0.00 45,112.28 0.00 0.00 267,581.62 557.39 78,874.16 392,125.45 14,196.34 1,034.49 15,230.83 376,894.62 0.00 376,894.62 0.00 16,960.26 0.00 0.00 16,960.26 GO 15056042182 --.J . . REV-1500 EX' Page 3 Decedent's Complete Address: DECEDENTS NAME Frances K Lechleitner STREET ADDRESS 3511 Walnut Street File Number 210 7 - 0 7 15 CITY Camp Hill I STATE PA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 16,960.26 16,500.00 825.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C ) (2) 17,325.00 Total Interest/Penalty ( 0 + E) (3) 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. (4) 0.00 364.74 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 0.00 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 [ZJ b. retain the right to designate who shall use the property transferred or its income;............................................ 0 [ZJ c. retain a reversionary interest; or.......................................................................................................................... 0 [ZJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [ZJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .....................,........................................................................................ 0 [ZJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death?............. [ZJ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [Xl 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 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. 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 P.S. 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. WK4 T PA0305-003 103 I REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Frances K Lechleitner 2107-0715 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jolntfy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. WK4 T PA0305-Q04 103 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 . REV-15'iJ3 EX+ (6-98) COMMON\NEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Frances K Lechleitner All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 2107-0715 ITEM NUMBER 1. DESCRIPTION 90Shs Tyco International @34.09 per share 3,958.868 Shs Templeton Global Smaller Cos @10.62 VALUE AT DATE OF DEATH 3,069.10 42,043.18 2 WK4. T PA0305-005 103 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 45,112.28 . . REV-151J4 EX+ (6-98) COMMONINEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frances K Lechleitner SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP FILE NUMBER 2107-0715 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held oorporation/parlnership interest of the decedent. other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH WK4 T PA0305-006 103 TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 ... . REV-HiD? EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Frances K Lechleitner 2107-0715 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH WK4 T PA0305 009 103 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 .. REV-15D8 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Frances K Lechleitner Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 2107-0715 ITEM NUMBER 1. 2 . 3. 4. 5. 6. 7 . 8. 9 . 10 DESCRIPTION Ameriprise Certificate No. 00804214779 6 001 Ameriprise Annuity No. 93006715235 3 004 Integrity Bank Savings Acct. per bank letter Integrity Bank Checking Acct. per bank letter Wester-Southern Life Annuity #W0020737521 Bankers Life Annuity #7658961 Principal Financial Annuity #0175234 American National Ins. Annuity #14377738 Fulton Bank Certificate No. 010-0223270 M&T Bank Certificate No. 031003913332935 VALUE AT DATE OF DEATH 9,066.56 50,184.15 11,044.22 5,771.63 23,077.47 63,788.83 78,959.46 5,727.78 6,237.71 13,723.81 WK4 T PA0305-010 103 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 267,581.62 ... REV-1509 EX+ (6-98) COMMONVllEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF Frances K Lechleitner FILE NUMBER 2107-0715 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. Mary M Murphy 1912 Murray Street Philadelphia, PA 19115 Daughter B. c. JOINTL Y.OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INClUDE NMlE OF FINANCIAlINSTITUTlON AND BANK ACCOUNT NlJ.4BER OR SIMIlAR DATE OF DEATH DECO'S VAlUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTlY-HElD REAl ESTATE. VAlUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 01/12/91 Fulton Bank Certificate 1010069200 1,096.13 50.0000 548.07 2 . A 01/12/91 Accrued Interest 18.64 50.0000 9.32 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on line 6, Recapitulation) $ 557.39 WK4 T PA0305-011 103 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF FILE NUMBER Frances K Lechleitner 2107-0715 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the next page of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM_~ INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND NUMBEN THE DATE OF TRANSFER. ATTACH A copy OF THE DEED FOR REAL ESTATE. DATE OF DEATH % OF DECD S VALUE OF ASSET INTEREST EXCLUSION (IF APPLICABLE) 1. Ameriprise Mutual Fund TOO Acct No 01138661528 7 002 Mary M Murphy - Daughter 2. Ameriprise Certificate TOO Acct No. 00804409152 1 001 Mary M Murphy - Daughter 3. Ameriprise Certificate TOO Acct No. 00804409153 9 001 Mary M Murphy - Daughter 4. Ameriprise Certificate TOO Acct No. 00804409157 0 001 Mary M Murphy - Daughter 5. Ameriprise Certificate TOO Acct No. 00804409159 6 001 Mary M Murphy - Daughter 6. Ameriprise Certificate TOO Acct No. 00804409160 4 001 Mary M Murphy - Daughter 7. Ameriprise Certificate TOO Acct No. 06301041787 9 001 Mary M Murphy 8 . Fulton Bank IRA #0220211536 9. Accrued Interest 10 Fulton Bank IRA #0220211573 11 Accrued Interest 12 Fulton Bank IRA #1801901118 13 Accrued Interest 0.00 5,474.80 50.0000 19,818.20 50.0000 0.00 19,953.44 50.0000 20,112.67 50.0000 20,173.78 50.0000 20,413.99 50.0000 14,475.21 50.0000 6,360.87 100.0000 104.95 100.0000 5,928.46100.0000 115.86 100.0000 6,028.90 100.0000 124.08 100.0000 WK4 T PA030S 012 103 TOTAL (Also enter on line 7 Recapitulation) (If more space is needed, insert additional sheets of the same size) $ TAXABLE VALUE 0.00 2,737.40 0.00 0.00 9,909.10 0.00 0.00 9,976.72 0.00 0.00 10,056.33 0.00 0.00 10,086.89 0.00 0.00 10,207.00 0.00 0.00 7,237.60 0.00 6,360.87 104.95 5,928.46 115.86 6,028.90 124.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 78,874.16 REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Frances K Lechleitner FILE NUMBER 2107-0715 ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Newmyer Funeral Home Resurrection Cemetary Country Oven - Funeral Luncheon Funeral Vocalist 8,662.57 800.00 760. 65 25.00 2. 3 . 4. B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions 7. 8. 9. 10 11 Name of Personal Representative(s) Street Address City State_ ZIP Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State_ ZIP Relationship of Claimant to Decedent 4. Probate Fees 114.00 5. Accountanfs Fees 2,000.00 6. Tax Return Preparers Fees Rockey Moving Co. - Removal of household goods Patriot News - Obituary Patriot News - Legal Notice Cumberland Law Journal - Legal Notice Gasoline and Tolls costs 1,169.68 25.00 264.44 75.00 300.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 14,196.34 WK4 T PA0305-013 103 '. REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Frances K Lechleitner FILE NUMBER 2107-0715 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. D'Agustino Properties - Rent PA American Water - Water Bills Bayada Nurses Pennsylvania Power & Light - Utility Bills Eckerd Drug Stores 550.00 40.86 240.75 58.57 144.31 2. 3 . 4 . 5 . WK4 T PA030S 014 103 TOTAL (Also enter on line 10, Recapitulation) $ (It more space is needed, insert additional sheets ot the same size) 1,034.49 '. REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Frances K Lechleitner NUMBER I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Mary M Murphy 1912 Murray Street Philadelphia, PA 19115 Daughter FILE NUMBER 2107-0715 AMOUNT OR SHARE OF ESTATE 100% 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 WK4 T PA030S-01S 103 (If more space is needed, insert additional sheets of the same size) TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 W ILL o F () -=;0 , ':D "=~;~n ".~ <= C,.;J --.J L r-- 1= W o - OJ .:.; .~) ~ -: ' :~ . ~--. r:-l F RAN C E S K. L E C H LEI T N E R -r--;';.,';" I, Frances K. Lechlei tner, - of Camp Hill, Pennsylvania, declare this to be my Will and prior Wills and Codicils made by me. ;2;;-; -0 , :.:u _,,-i ,.> 0 Cumberland Coun~, hereby revoke all . c:~ ":'J '-v :': i ". .:....., 1. I direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. 2. I give, devise and bequeath all the rest of my property of whatsoever nature and wheresoever situate, to my Issue per Stripes. 3. No interest of any beneficiary of my estate or any trust herein created shall be subject to anticipation or to pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, either in income or principal, nor shall the interest of beneficiary be liable or subj ect in any manner while in the possession of the executor, trustee, or guardian for the liability of such beneficiary whether such liability arises from his debts, contracts, torts or engagements of any type. 4. In the administration of my estate and any trusts herein created, my fiduciaries shall have the following powers, in addition to such powers as they may have by law: (a) To retain all or any part of my property, real or personal, in the form in which it may be at the time of my decease, including any business owned or controlled by me, or any closed corporation, partnership, or family enterprise in which I have an interest, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that sai,d property may not be of a character authorized by law, and to operate any such business as a sole proprietorship, partnership or corporation. (b) To invest and reinvest any funds held by them in any property, real or personal, even though such property would not be considered appropriate or legal for a fiduciary apart from this provision, it being my intention to give my fiduciaries the same power of investment and reinvestment which I would possess if present and acting. (c) To sell, convey, exchange, partition , give options upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine. (d) To borrow money for any purpose in connection with the administration of my estate or the trusts created in this Will, to execute promissory notes or other obligations for amounts so borrowed, and to secure the payments of such amounts by mortgages or pledges of any property which may be included in my estate or the trusts created in this Will. (e) to make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms or corporations as they may deem advisable. (f) To renew or extend obI iga tion, secured or unsecured, the trusts, for as long a period terms as they may determine, and claims or demands in favor of or created in this Will. the time for payment of any payable to or by my estate or or periods of time and on such to adjust, settle and arbitrate against my estate or the trusts (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind, as they may determine, and to that end allot specific securities or other property or an undivided interest therein to any share or part. (h) To hold, manage, and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms, and upon such considerations and rentals as they may deem advisable, irrespecti ve of whether the term of any such lease shall exceed the period permitted by law or the probable period of retention in my estate or in a trust; to make repairs, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or other proceeding. (i) To employ such brokers, banks, cus todians, investment counsel, attorneys, and other agents and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit. (j) To register any such securities at any time in their own names, in their own names as fiduciaries or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) With respect to any securities forming part of my estate or the trusts created in the Will, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consideration or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To determine, as to all sums of money and other things of value received by them whether and to what extent the same shall be deemed to be principal or income, and as to all charges and expenses paid by them, whether and to what extent the same shall be charged against principal or income. 5. I direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, of whatsoever nature and by whatsoever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration; and all property includible in my taxable estate whether or not passing under this Will, shall be free and clear thereof. 6. If any legatee or devisee under this Will shall die within sixty (60) days after my death he shall be deemed to have predeceased me for all purposes under this Will. 7. I appoint, my daughter Mary M. Murphy, as my executrix. 8. I appoint my executor as guardian of any property passing hereunder to any minor. Said guardian may disperse said funds to the use or for the benefit of said minor as he shall think fit. 9. My fiduciaries shall not be required to post bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, the said Frances K. Lechleitner, herewith set my hand to this my l~. t Will, typewritten on five (5) shee~s of paper,. includ:~ng the <t. eS-j:at. ion clause a nd signatures of wltnesses, thls /J.. cA day of/ 'z...-LJ--". ,2005 ~. _ ,~ . j- t i (' ,./,' J .._ ~ ' ~ - ,.-/ ,'- -,.-^" rA-- t'i..---....- t ..;1---, y/ v' (--I:.._L....-c... -r....,.~ Frances K. Lechleitner .. (2di ~~~l On the . day of , 2005, Frances K. Lechleitner, declared to us, the unders ned, that the foregoing instrument was her last Will, and she r! quested us to act as witnesses to the same and to her signature thereon. She thereupon signed said Will in our presence, we being present at the same time. We now, at her request, in her presence, and in the presence of each of us hereby subscribe our names as witnesses. Each of us further declares that he believes this testatrix to be of sound mind and memo . ~ residing at I rf-&c- residing at ~~j?' lti]) lj,1 k jkv\141! Plj ACKNOWLEDGEMENT COMMONWEALTH OF PA COUNTY OF C1t~ve~ SS I, Frances K. Lechlei tner, the testatrix, whose name is signed to the attached or forgoing instrument, having been duly sworn according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. J'" if-:J 2:zCL..... (.q'J k ~(-~-<,.t~J.r--:- . Frances K. Lechleitner Sworn to andafcknowled~. 3Qbefore me this [2. day of' 7 2005 ~~ /!Ji~cvJ~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Tina M. Gallinger, Notary Public New ClITlberfand Boro, Cumberland Cotxlty My Convnission ExpIres Mar. 24, 2009 Member, Pennsylvania Association of Notaries AFFIDAVIT COMMONWEALTH OF PA COUNTY OF C~~~~~ SS ~ /7 ') we,~{/U ,~ and L t:t:Je1 (,:t-~ witnesses whose names are signed to the attached or forgoing instrument, being duly sworn according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purpose 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 more years of age, of sound mind and under no constraint or undue influence. , the Sworn befo -2- L/l( \. ~ (/~ d' .~/ 'c--...;.:, I COMMONWEALTH OF PENNSYLVANIA NaarlaJ Seal Trna M. GalfIl1Q6f, Notary PubrIC New Ct.mberfand Bore, CtrnbeIIand County My Commission ExpIres Mar. 24, 2009 Member, Pennsylvania Association of Notarte. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MURPHY MARY MARGARET 1912 MURRAY STREET PHILADELPHIA, PA 19115 ACN ASSESSMENT CONTROL NUMBER ___h___ fold 101 ESTATE INFORMATION: SSN: 137-14-9034 FILE NUMBER: 2107-0715 DECEDENT NAME: LECHLEITNER FRANCES K DATE OF PAYMENT: 08/30/2007 POSTMARK DATE: 08/27/2007 , COUNTY: CUMBERLAND DATE OF DEATH: 06/18/2007 TOTAL AMOUNT PAID: REMARKS: MARY M MURPHY CHECK#1002 SEAL INITIALS: DM RECEIVED BY: REV-1162 EX(11-96) NO. CD 008610 AMOUNT I I I I I I I I I $16,500.00 . $16,500.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS- TAXPAYER .......~. .. '. ..:: .". . Franklin Templeton Investor SlIIVices. LLC 100 Fountain Parkway St Petersburg, Fl33716-1205 tel 8001632-2350 franldintempleton.com FRANKlIN TEMPLETON INVESTMENTS August 29, 2007 Mary M. Murphy 1912 Murray Street Philadelphia, P A 19115-3818 SUBJECT; Templeton Glo~al_S~~er Co~pani~s F'~d -: Clas~ A_ AlC#1 03:'3821222757 (closed) Frances K Lechleitner AlC #103-3971003108 Mary M Murphy EXEC EST Of Frances K Lechleitner Dear Ms~ Murphy: We are writing in response to your recent correspondence. We wish to confirm that we have transferred the shares ftom the account of Frances K. Lechleitner to her estate account according to your instructions. In addition, according to our records, the referenced account held 3,958.868 shares on June 18, 2007. The net asset value of the Templeton Global Smaller Companies Fund - Class A at the close of market on June 18,2007, was $10.62 per share, for a total dollar value of$42,043.18. We welcome any questions that you may have regarding this matter. You may contact a Customer Service Associate, Monday through Friday, 5:30 a.m. to 5:00 p.m. Pacific Time, toll free at 1-800/632-2301 and refer to identification number: 1009120JUL07. Sincerely, Franklin Templeton Investor Services, LLC ~o..J ~J Roberta Whitson Associate Customer Operations Ameriprise ~ Financial October 12, 2007 RlverSource life Insurance Company R1verSource Funds Amerlprlse CertIfIcate Company Amerlprlse Brokerage 70100 Amerlprlse FInancial Center Minneapolis, MN 55474 MARY M MURPHY 1912 MURRAY ST PHILADELPIDA, PA 19115-3818 Dear MARY M MURPHY: Thank you for your recent inquiry regarding FRANCES K LECHLEITNER's accounts. These are the values of the accoUnts as of 06/18/2007. JlccountInfonnation Mutual Funds Account Numher 011386615287002 Certificates Account Number 008042147796001 00804409152 1 001 00804409153 9001 00804409157 0 001 008044091596001 00804409160 4 001 063010417879001 Annuities - Post 1985 Account Number 930067152353004 Financial Plan Account Number 019132066424013 01914867732 1 013 Mutual Funds Account Number 011386615287002 Ownershiu Joint Tenancy With Right Of Survivorship - TOD Ownership Individual Joint Tenancy With Right Of Survivorship - TOD Joint Tenancy With Right Of Survivorship - TOD Joint Tenancy With Right Of Survivorship - TOO Joint Tenancy With Right Of Survivorship - TOD Joint Tenancy With Right Of Survivorship - TOD Joint Tenancy With Right Of Survivorship - TOD Ownership Individual Ownership Individual Individual Total Value $5491.82 # of shares 5,474.800 Asset Value Per Share 1.00 Insurance and annuities are issued by RIwrSoun::e Ufe Insurance Company, an AmerlpriseFinanclal company. AmerlprIse Brokerage Is proyIded l:!( Amerlprlse financial Services, Inc. Ameriprise Financial Services, Inc. Member NASD. Ameriprise ct Financial Certificates Account Number 008042147796001 .! 00804409152 1 001 00804409153 9001 008044091570001 008044091596001 00804409160 4 00 1 063010417879001 Annuities - Post 1985 Account Number 93006715235 3 004 Financial Plan Account Number 019132066424 013 01914867732 1 013 Total Value $9066.56 $19818.20 $19953.44 $20112.67 $20173.78 $20413.99 $14475.21 Total Value $50184.15 Total Value $0.00 $0.00 The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insmance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides these values as a service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by your legal and accounting advisors. We appreciate the opportunity to be of service to you. Please contact us if you have any questions. Sincerely, Debra MacKinnon by ~1s Death Settlements Processing Team 70100 Ameriprise Financial Center Minneapolis, MN 55474 1-800-862-7919, Option 2, ask for Estate Settlements 1 CC: UClA IRENE NA V AZIO DSO 643 Rep 0000034654 Insurance and annuities are Issued by RIverSouR:e Ufe Insurance Company, an Amerlprlse Rnane/at company. Amerlprise Brokerage Is provided by Amerlprise Rnanclal Services, Inc. Amerlprfse Rnanelal ServIces, Inc. Member NASD. IJ- fntegrity BAN K Barb Tome Senior Customer Service &presentative . tL BAN K 3345 Markn Street Camp HiD, PA 17011 Phone: 717-920-4900 Fax: 717-920-4904 btome@integritybankonline.com More. Fasts,;, Better. September 5, 2007 Ms. Mary M. Murphy 1912MurrayStreet--------------- Philadelphia, P A 19115 Dear Mary, As per your request from your letter on August 13, 2007 for the Estate of Frances K. Lechleitner Date of Death balance for her Privileged Savings account as of June 18,2007 was $11,044.22 and for her No Bounce Checking account was $5,771.63. The Privileged Savings and No Bounce checking were the only accounts held at Integrity Bank. If you should have any questions, please feel free to contact me at (717) 920-4900 extension 230. Sincerely, .da~q.~~ Barbara L. Tome Senior Customer Service Representative 3345 Market Strut, Camp RiO. M 17011 · Pbtnu: 717-920-4900 · 877- 1- HAVEIT. Fax: 717-920-4904 . WU1W.~CQ11f I> Western-Southern Llfe~ 08/15/2007 MARY MURPHY 1912 MURRAY ST PHILADELPHIA PA 19115 Dear MARY MURPHY: Thank you for your request for information on this annuity contract. I hope the following contract information is helpful to you. Annuitant: FRANCES lECHlEITNER Owner: FRANCES lECHlEITNER Western-Southern Life Assurance Company Contract Number: W0020737521 Contract Value as of June 18, 2007: $23,077.47 If you have any questions, please call your sales representative or our Annuity Operations Department at 1-800-926-1702. A representative will be delighted to help you. Sincerely, ~~ JANIE JOERG Annuity Administrator Annuity Operations Department F011 Member, Western & Southern Financial Group. Annuity Operations Group. PO Box 2918. Cincinnati. Ohio. 45201-2918 Phone (800) 926-1702 . Fax (513) 629-1799 _.'. --- _..-, - ,- - ,;:::;.:~ :;\ ,> '- '.~:t,:.~:: - .~:~:::::..,:~::{~:;::.::< '- ,r tJ, ~~=':t~... wtuatiu,.,nDE ~~""';"~~':";';".;.:-:--'.-~-. ;"'~~;.':.'-"-~:'.. ..... ~~~- .-,,-'__--_- '.:,-0,,:,,_.. . :"-,-,,,'- -.'---. " _. __ _.. - n_. .'_.n_-,' ,:-,'".;_,,_. -:,. ._-, , ,- --. . -_, ,_,_, ._.d_-. :-:__-_-:-:-:_:n:::-<-_::'::/:::'-:'::':"-'.-~,-.:'O:_:::':'-'-. .:-::--- '--<';--""'-"":--:".;'-':"-"':-_.::_:' . . .$60,2~~~.l- . -fil .. .-.'".- ,-,:- - . ~ - - - -- '," ~, .',' , - ,- .,. -.': '-~ ., --.-- - -." --- .,',,'--- ,: _.-, .-. ';.~}C~mi!.~i;~t -- q-. --,.--'" .-.-. ;._:."i ::~ _ ,-~: _ :;_' : .'~::::-.:.::. .. - .. BANKERS LIFe AND .. CASUALTYCOfF_ ~. -~... .'.:.:':' :,:_-:'----. '-. :_--,-:,- -.'. .. ,- . , JohftR .." ~..:.:-..-:...-:..; -:,:.y,.~:;::::;::;;;~~- .- :18 58 q ..8.- 1:0 3 ~ ~ooo.. 11: i!...ql:.q 801:." CR NO: 7658961 PAYEE: tIJRPHY, MARY M DECK tUEER: 3858948 DATE: AU(; 02, 2a11 AMOlItT: EXPLANATION: 7658961 DEATH BENEFIT TAXA8LE MOUNT FEDERAL TAX V!H $60,218.81 ,{~ !/17/07 F LECHLEITNER, DECEASED y~ ';1 ud" t1Jv t)~7 ;U~ ~~ ~ :::._---...._'..:..r._~ ____'--',_- ___ ___ _ ________--..==....._,_._ ~_~__.________. '_.-______-~- ___--.:."'____._-,_,_-~_:--_~__..... A-000078 IIIIIIII BANKERS LIFE AND CASUALTY C_ANY Frances Lechleitner Page 1 of 1 From: Jessica.Wantland@primevestcom To: dnnarymargaret@aol.com Subject: Frances Lechleitner Date: Tue, 14 Aug 2007 5:07 pm Dear Mary, Please see below for the information you requested regarding Frances Lechleitner's account with Principal: Account # 0175234 Date of death value (as of June 18, 2007): $78,959.46 Principal will accept a copy of the death certificate. If you should have any other questions, please do not hesitate to call either Greg Malin or myself at 717-763- 2098. Thank you, Jessica Wantland Fulton Financial Advisors 599 N. 12th St. Lemoyne, P A 17043 Phone: 717-730-0166 Fax: 717-731-8963 PrimeVest Financial Services, Inc. is an independent, registered broker/dealer, registered investment adviser and licensed insurance agency. Member SIPC/NASD. Securities and insurance products offered by PrimeVest: Not FDIC/NCUSIF insured. May go down in value. Not Financial Institution guaranteed. Not a deposit, Not insured by any federal government agency. NOTICE: The information contained in this electronic mail message is confidential and intended only for certain recipients. If you are not an intended recipient, you are hereby notified that any disclosure, reproduction, distribution or other use of this communication and any attachments is strictly prohibited. If you have received this communication in error, please notify the sender by reply transmission and delete the message without copying or disclosing it. httn:/ /wehmaiJ.aol.com/2904 7 /aollen-n~IMRlI/PnntMe~~Roe R~m( ill ~n007 .Frances K Lechleitner - Claim. Form Page 1 ofl From: Garwick, Marsha <Marsha.Garwick@anico.com> To: drmarymargaret@aol.com Subject: Frances K Lechleitner - Claim Form Date: Tue, 14 Aug 20072:45 pm Attachments: 3743-PA.pdf (1841<) ~~ t/:~ Value of contract as of 6/18/2007 is $5,727.78. s:u..~~~ ~~#~ ~. htto:llwebmai1.ao1.coml2904 7 laol/en-us/Mail/PrintMessage.a~nx RI1 ~I?007 FultDnBank LISTENING. August 24, 2007 Mary M. Murphy 1912 Murray Street Philadelphia, Pennsylvania 19115 Dear Ms. Murphy: RE: Frances K. Lechieitner, deceased June 18,2007 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 010-0223270 $6,000.00 $237.71 5.12% 9/14/2006 9/14/2007 * in her name only. 101-0069200 $1,096.13 $18.64 3.92% 1/12/1991 1/12/2006 7/12/2007 * joint with Mary M. Murphy. IRA# 022-0211536 $6,360.87 $104.95 4.36% 3/1/2004 * in her name only. 022-0211573 $5,928.46 $115.86 4.50% 1/12/2004 * in her name only. 180-1901118 $6,028.90 $124.08 4.40% 1/26/1991 * in her name only. ** Mary M. Murphy as beneficiary for all above IRA's. 2/1/2007 8/1/2009 1/12/2007 1/12/2010 1/26/2006 1/26/2009 The decedent also has an account through our trust affiliate, Fulton Financial Advisors, for information please contact Greg Malin at (717) 763-2098. If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. Very truly yours, This information is furnished IS a matter of business courte-J(b..u... '::, i'''' ~ ,,~ in answer to your inquiry, and is for your confidential use on~ \t No responsibility is assumed by this bank or any of its officerJ.<.aren D. Hillegas Any opinion herein expressed is subject to change without noticeCredit Inquiry Processor CONFIDENTIAL POBox 4887 Lancaster, PA 17604 fultonbank.com 1-800-FULTON-4 .. m1 M&fBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 August 8,2007 Mary M Murphy, Executrix Estate of: Frances K Lechleitner 1912 Murray Street Philadelphia, Pennsylvania 19115 Re: Estate of: Frances K Lechleitner Account Number: 031003913332935 Date of Death: June 18. 2007 Dear Sir or Madam: Per a memo from Betty Muniz at M& T Bank, dated August 03, 2007, please be advised at the time of death, the balance on the above referenced account was: 1. Type of Account Certificate of Deposit Account Number 031003913332935 Ownership (Names of) Frances K Lechleitner * Opening Date 12/15/05 $13,156.46 $ 567.35 .-$13,-723~-8T--------------------------------------------------------------- Balance on Date of Death Accrued Interest Total * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please contact the Bustleton Omce at # (215) 673-5200. M &T Bank DOD Unit / Records Management Mark I. Sailor Certified Public Accountant 101 Greenwood Avenue · Suite 202 Jenkintown, PA 19046-2634 Telephone: 215-886-1401 · Fax: 215-572-1136 E-Mail: msailor@shrepc.com January 22, 2008 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 RE: Estate of Frances K Lechleitner Data of Death: June 18,2007 Estate File Number: 2107-0715 Dear Register: Enclosed for filing please find two copies of Form REV-l 500 Inheritance Tax Return Resident Decedent and two copies of the Inventory and Appraisement Form for the above referenced Estate. I am also enclosing a copy ofthe first page of Form REV-l 500 and the inventory listing along with a postage paid envelope for your use. Please date stamp the enclosed copies of the first page of Form REV-1500 and the inventory listing and return them to me in the envelope provided. Your prompt attention to this request is greatly appreciated. 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