HomeMy WebLinkAbout03-1032 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Elaine S. Lukens No. ~--~-
also known as To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 201-18-6463 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/a~: 18 years of age or older an the executrix named
in the last wilt of the above decedent, dated August 28, 1979
d c d' il s). dated .... ~
~n~Cme~ ~i~l~cutor, Charles F. Lukens, ct~.ect ~
Petitioner, Lana E. Lukens, now b~ m--~¥~iag-~, L---~-~ ~-. Meidinger, named
contingent Executrix
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County., Pennsylvania, with
h er last family or principal residence at2250 Lambs Gap Road, HampHen Township,
Cumberland County, PA
(list street, number and muncipality)
Decendent, then 78 years of age, died November 21, 2003 ,~x ,
at Carlisle Regional Medical Center~ Carlisle, Cumberland County, PA .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 25,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
'~ Eltna E. Lukens, now by marriage Lana E. Meidinger
~ ~ 2250 Lambs Gap Road, Enola, PA 17025
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ]
COUNTY OF CUMBE~J~AND j~ SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly admigister the estate according to law.
Sworn to or affirmed and subscribed r ~ ~
~ore me this ~ d~y of / L~na E. L~ens, ~o~ by marriage ~'
~,j~ ~ /~ ~~ ~ Lana E. Mei~ih~e~ / ) ~
..... ~egi~r L ~'~ ~
/
No. e~-/-tO,~-/~'9_,~,~-.'
Estate Of Elaine S. Lukens
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW~'~c-em ~e~ l ~, ~m~f2~., in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated August 28, 1979
described therein be admitted to probate and filed of record as the last will of. Elaine S. Lukens
and Letters Testamentary
are herebygranted to Lane E. Lukens, now by marriage Lana E. Meidinger
FEES
Probate, Letters, Etc .......... $ ~.tC~D Gerald ~' She~l~ts. 486
Short Certificates( ) .......... $ ~O:D ATTORNEY (Sup. Ct. I.D. No.)
unmauon ................ $ ~'~ 414 Bridge St., New Cumberland, 'PA 17070
~ $ /~- ~ ADDaESS
TOTAL __ S ~~ (7~7) ~4-7~3~
Fi~d~.. t&..~~ ............ ~.ONE
REGISTER OF WILLS OF' CU~B~.RLA~D COUNTY
OATH OF SUBSCRIBING WITNESS
Robert M. Frey and Stephen D. Tiley
(each) a subscribing witness to the will premented herewith, (each) being duly qualified according to
law, depose(s) and say{s) that he was
Elaine S. Lukens present and saw
the testat r_~x _, sign the same and that he signed as a witness at the
request of testat rix in h er presence and (in the presence of each other)
Sworn to or affirnted and subscribed before ~r-'~ ~ /
/~'~"~ ROBERT M. FREY ('Name) /
me this _ day of
-'~td~,r) ~.. ,. -19~o~00..~ 5 South Hanover St., Carlisle, PA 17013
STEPH~ D. Tiley (Name)
-- ~J~8~i I 5 South Hanover St., Carlisle, PA 17013
~ alSMA & ~:88. NOTARY PUBLIC (A dl~p..&~) ':
UGH O~ Ol~a~81.E, CUMBERLAND CO., PA ·
coa~a~mo~ ~Xma~S ~¥ ~o, ~ooo
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat._.____ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of (Name)
19
(~tddre~)
Register
(Name)
(Address)
his 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 £or permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Local Registrar
P 9898366 NOV 24 2003
No. ~ Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Elaine
S.
Lukens
,. ,.201 18 --6463 '. 11/21/2003
78 ~ i ! ~/30/1925 arrisburg, PA ,--,[] ~.,o,,,~.,.~i~ oo~ [2] ,~ ~,[]
Carlisle Boro. ~,.O..~l'llS[~. ~iO~O.I ~,C. Cll (_..P.~" ~ .... ~"°"~ ..... I'" White
· ,. ,,.--__v..e_ ,,. -
2250 Lambs Gap Rd. ,~s,~_,~ ~
Enota, PA 17025 ~' ,~.~ Cumberland ~--,~? ~.~
Orel T. Sellers ,om~a.s,, BerthaN^"~'"'"~'T."'~Brady
Lana E. Meidinqer I,~. 2250 Lambs GaD Road: Enola, PA 17025
~ o,.~, [] 11/25/2003 I,,=.Ashland C~netery I,,,. Carlisle, PA 17013
L m. ~win~ t~NsEBr°thers Funeral Hc~n~. Car]im]o. PA 17hl3
.....'~ ~_ _ /~D"~""" o~o~', -r=_. '*'""vr'/.,°""""'° /o
_,.c__ .....
'"""'""""~"'"'""" ........ '"" ..................... []~i""'.~
'"'*" ~" "' " '""'"~"' "'""' "'"'"'" "' "" ""'" ° ...... 0 ..... "" .... "" ..... ,,~ ...................................... [] ,,.. 0 5 ~
· ,-o~., ,,..,.,.,co.o... ' ' ,"'-'-" O
........................................ []
LAST WILL AND TESTAMENT OF
ELAINE, S. LUKENS
I, ELAINE S. LUKENS, of North Middleton Township (1877 George
Avenue, Carlisle) Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament hereby revoking and
making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executor to pay all of my just debts
and funeral expenses as soon after my death as may be found convenient to
do so.
2. All the rest, residue and remainder of my estate, real, personal
and mixed, and wheresoever the same may be situate, I give, devise and
bequeath to my husband, Charles F. Lukens, his heirs and assigns, to the
exclusion of my children, born and unborn, provided my said husband shall
survive me by a period of ninety (90) days.
3. Should my said husband, Charles F. Lukens, pre-decease me or
fail to survive me by the aforesaid period of ninety (90) days, then in such
event all the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath
to my daughter, Lana E. Lukens, her heirs and assigns, provided she shall
survive me by a period of ninety (90) days, but should she fail to so survive m
then to her issue per stirpes and if there be no issue than one-half shall be
paid to the persons who would constitute my heirs-at-law had I died intestate,
unmarried and without issue, and the other one-half to the persons who would
constitute the heirs-at-law of my husband, Charles F. Lukens, had he died
at my date of death, intestate, unmarried and without issue.
Page 1 of 2 Pages
4. Should any person less than twenty-one (21) years of age be entitled
to distribution from my estate, in such event I nominate, constitute and
appoint Farmers Trust Company and its successors, I West High Street,
Carlisle, Pennsylvania, as Guardian of the estate of each such person, and
authorize and direct it to receive and to invest the same, and to pay the income
arising therefrom, together with so much of the principal thereof as in its
opinion is necessary or desirable to be expended for the proper maintenance,
support and education of such person, to or for the benefit of such person, and
upon such person attaining twenty-one (21) years of age to pay to him or her
the then remaining principal together with any undistributed income.
5. I hereby nominate, constitute and appoint my said husband, Charle~
F. Lukens, as Executor of this my Last Will and Testament, but should he
pre-decease me or fail to qualify, then in such event I nominate, constitute
and appoint my daughter, Lana E. Lukens, as alternate or successor Executr :,
but should she fail to qualify, then in such event I nominate, constitute and
appoint Farmers Trust Company and its successors, I West High Street,
Carlisle, Pennsylvania, and I further direct that none of them shall be re-
quired to post any bond to secure the faithful performance of her or its duties
in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last Will and Testament, written on two pages this 28th day of August
1979.
Elaine S. Lukens
Signed, sealed, published, and declared by ELAINE S. LUKENS, the
Testatrix above named, as and for her Last Will and Testament, in our
presence, who, in her presence, at her request, and in the presence of each
other, have hereunto subscribed our names as attesting witnesses.
Page 2 of 2 Pages
LAST WILL AND TESTAMENT
OF
ELAINE S. LUKENS
ROBERT M. FREY
ATTO R N EY-AT- LAW
5 SOUTH HANOVER STREET
CARLISLE, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Elaine S. Lukens
Date of Death: November 21, 2003
Will No. 1032-2003
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court rules was served on or mailed
to the following beneficiaries of the above captioned estate on
December 11, 2003.
Lana E. Meidinger
2250 Lambs Gap Road
Enola, PA 17025
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) .
Date:
'Gerald J. Shekletski, Es~T~ire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity: Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003936
SHEKLETSKI GERALD J
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $182.61
ESTATE INFORMATION: SSN: 201-18-6463
FILE NUMBER: 2103- 1032
DECEDENT NAME: LUKENS ELAINE S
DATE OF PAYMENT: 05/17/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/21/2003
TOTAL AMOUNT PAID: $182.61
REMARKS:
CHECK# 7678
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV 1500 EX (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
OEPT. 28o6o~ INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 -- 2003 1032
COUNTY CODE YEAR NUMBER
DECEDEN?S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Lukens Elaine S
Z ' 201-18-6463
ua DATE OF DEATH (MM-DE-YEAR) DATE OF BIRTH (MM-DE-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Ua 11/21/2003 05/30/1925 REGISTER OF WILLS
Ua (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
"' I×i L_I2. Supplemental Return
I- 1 Original Return E~ 3 Remainder Return (date of death prior to 12-13-82)
,'%,0-0~ ~:~ [~ 4 Limited Estate [~ 4a. Future Interest Compromise (date of death after 12-12-82) [~ 5~ Federal Estate Tax Return Required
~ E~ 6 Decedent Died Testate (Attach copy of Will) [~ 7 Decedent Maintained a Living Trust (Attach copy ofTrust) 0 8 TotalNumberofSafeDepositBoxes
< ~] 9 Litigation Proceeds Received ~] 10. Spousal Povedy Credit (date of dea,h bet .... 12-31-91 ar, d ,-,-95) [~ 11 Election to tax under Sec. 9113(A)(^nachSch o)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z~ NAME COMPLETE MAILING ADDRESS
z~ Gerald J. Shekletski, Esq.
o
a. FiRM NAME (IfApplicable) I 414 Bridge St.
~ Stone Lafaver & Shekletski P.O. Box E
O TELEPHONE NUMBER New Cumberland, PA 17070
o (717) 774-7435
1 RealEstate (Schedule A) (1) 1 250.
~ OFFICIA[,..~[~E~ NLY
2. Stocks and Bonds (Schedule B) (2) 0 .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0. 010
4. Mortgages & Notes Receivable (Schedule D) (4) 0 · 00
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5) 0 . 00
Z
O 6 Jointly Owned Property (Schedule F) (6) 16,624.69
~---- E~ Separate Billing Requested
.--I 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0 ·
~) (Schedule G or L)
<[ 8. Total Gross Assets (total Lines 1-7) (8) 17,874.69
Ua 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 13 ¢ 816 68
rY '
0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 0 . 00
1. Total Deductions (total Lines 9 & 10) (11) 13,816.68
12. Net Value of Estate (Line 8 minus Line 11) (12) 4 / 058 . 01
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J) (13) 0 · 00
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 4 / 058 . 01
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) 0 . 00 x .00 (15) 0 . 00
O
I--
,~ 16. Amount of Line 14 taxable at lineal rate 4 ,, 058 . 01 x .045 (16) 182.61
o. 17. Amount of Line 14 taxable at sibling rate 0 . 00 0 00
~ x .12 (17) ·
O
',.) 18. Amount of Line 14 taxable at collateral rate 0. O0 x .15 (18) 0 . 00
~ 19. Tax Due (19) 182.61
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W46451.000
Decedent's Complete Address:
STREET ADDRESS
2250 Lambs Gap Road
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 182. 61
2. Credits/Payments
A. Spousal Poverty Credit 0.00
B. Prior Payments 0.00
C. Discount 0.00
Total Credits(A+B+C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest 0.00
E. Penalty 0.00
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 182.61
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 182. 63.
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; ....................... ~
b. retain the right to designate who shall use the property transferred or its income; ......... ~
c. retain a reversionary interest; or ................................ ~
d. receive the promise for life of either payments, benefits or care? ................. ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................ ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................ E~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, t 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
SIGNATI~RE OF PERSO,~RESPONSIBLE FOR FILING RETURN DATE
ADDRESS 2250 ~,ambs Gap R~/~d)
~~En°la' ~ 17025
SIGNATUR~~ ~ DATE
414-Brid e~q~reet
New Cumberland, PA 17070
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 3%
[72 P.S. § 9916 la) (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 0% [72 P.S. § 9116 la) (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 0% [72 P.S. § 9116(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 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(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.
2w4646 1.00o
LAST WILL AND TESTAMENT OF
ELAINE~ S. LUKENS
I, ELAINE S. LUKENS, of North Middleton Township (1877 George
Avenue, Carlisle) Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament hereby revoking and
making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executor to pay all of my just debts
and funeral expenses as soon after my death as may be found convenient to
do so.
2. All the rest, residue and remainder of my estate, real, personal
and mixed, and wheresoever the same may be situate, I give, devise and
bequeath to my husband, Charles F. Lukens, his heirs and assigns, to the
exclusion of my children, born and unborn, provided my said husband shall
survive me by a period of ninety (90) days.
3. Should my said husband, Charles F. Lukens, pre-decease me or
fail to survive me by the aforesaid period of ninety (90) days, then in such
event all the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath
to my daughter, Lana E. Lukens, her heirs and assigns, provided she shall
survive me by a period of ninety (90) days, but should she fail to so survive m~
then to her issue per stirpes and if there be no issue than one-half shall be
paid to the persons who would constitute my heirs-at-law had I died intestate,
unmarried and without issue, and the other one-half to the persons who would
constitute the heirs-at-law of my husband, Charles F. Lukens, had he died
at my date of death, intestate, unmarried and without issue.
Page 1 oF2 Pages
4. Should any person less than twenty-one (21) years of age be entitlec
to distribution from my estate, in such event I nominate, constitute and
appoint Farmers Trust Company and its successors, i West High Street,
Carlisle, Pennsylvania, as Guardian of the estate of each such person, and
authorize and direct it to receive and to invest the same, and to pay the incom.
arising therefrom, together with so much of the principal thereof as in its
opinion is necessary or desirable to be expended for the proper maintenance,
support and education of such person, to or for the benefit of such person, and
upon such person attaining twenty-one (21) years of age to pay to him or her
the then remaining principal together with any undistributed income.
5. I hereby nominate, constitute and appoint my said husband, Charles
F. Lukens, as Executor of this my Last Will and Testament, but should he
pre-decease me or fail to qualify, then in such event I nominate, constitute
and appoint my daughter, Lana E. Lukens, as alternate or successor ExecUtri :,
but should she fail to qualify, then in such event I nominate, constitute and
appoint Farmers Trust Company and its successors, I West High Street,
Carlisle, Pennsylvania, and I further direct that none of them shall be re-
quired to post any bond to secure the faithful performance of her or its duties '
in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last Will and Testament, written on two pages this 28th day of August
1979.
Elaine S. Lukens
Signed, sealed, published, and declared by ELAINE S. LUKENS, the
Testatrix above named, as and for her Last Will and Testament, in our
presence, who, in her presence, at her request, and in the presence of each
other, have hereunto subscribed our names as attesting witnesses.
Page 2 of 2 Pages
REV-1502EX + ~1-97)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Lukens, Elaine S 21-2003-1032
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 jointly-owned with
right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 1/2 interest in real estate situate in the Borough of Mount 1,250. 00
Union, Huntingdon County, Pennsylvania...212 Garber St., Mount
Union, PA. The aforesaid property was sold to James Tennis and
Fedora Tennis, husband and wife, on February 23, 2004 for
$2,500.00. 1/2 of $2,500.00 = $1,250.00.
TOTAL (Also enter on line 1, Recapitulation) $ i, 250.00
2W4695 2.000 (If more space is needed, insert additional sheets of the same size)
re\ded\MEI£DINGERtennis
Parcel ID %32-03-53
THIS DEED
MADE THE 24th day of February in the year of our Lord two
thousand four (2004).
BETWEEN LANA E. HEIDINGER, EXECUTRIX OF THE ESTATE OF ELAINE LUKENS,
SUSAN LESLIE HARKINS, OREL SEAN SELLERS, ANTON KAROL SELLERS,
and MARK SAMUEL SELLER, as Tenants in Common,
Grantors,
and
JAMES TENNIS and FEDORA TENNIS, husband and wife,
Grantees,
WITNESSETH, that in consideration ef TWO THOUSAND FIVE HUNDRED AND
NO/100 ($2,500.00) Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said
Granters de hereby grant and convey to the said Grantees, their heirs
and assigns,
ALL THOSE CERTAIN two (2) lots er parcels of land situate in the
Borough of Mount Union, Huntingdon County, Pennsylvania, bounded and
described as follows:
PARCEL NO. 1-
BEGINNING at a point on the southern line of the proposed extension of
Davis Street at the Northwest corner of lot to be conveyed to Charles
W. Huston, Jr., and Jean E. Huston; thence along line of lot to be
conveyed to Charles W. Huston, Jr., and Jean E. Huston, sixty-three
and nine-tenths (63.9) feet to line of other lands owned by the
Grantors; thence in a general westerly direction along line of other
lands of the Grantors, fifty-five (55) feet more or less in line of
lands to be conveyed to William K. Beaston and wife; thence in a
general easterly direction along lands to be conveyed to William K.
Beaston and wife, fifty-six and nine-tenths (56.9) feet to the
southern line of the proposed extension of Davis Street; thence along
the southern line of the proposed extension of Davis Street, fifty-
five (55) feet to the place of BEGINNING.
UNDER A/~D SUBJECT, NEVERTHELESS, to the right granted to RUTH SELLERS
to occupy and possess the property hereinabove conveyed for the term
of her natural life or until such time as she remarries, as more fully
set forth in Paragraph Fourth of Orel T. Sellers' Last Will and
Testament.
PARCEL NO. 2:
FRONTING fifty-five (55) feet on the North side of Garber Street, be
the same more or less, and extending back at right angles to said
street in depth of the same width, ninety-one (91) feet, be the same
more or less, to lands of John Daugharty's heirs; bounded on the South
by Garber Street, North and East by lands of John Daugharty's heirs,
and on the West by lot of Grant Ruby (formerly) and later of O. J.
Cassady, having thereon erected a two story concrete block house, a
frame garage and other outbuildings.
BEING the same premises which Penn Central National Bank, a Division
of Omega Bank, N.A., by deed dated April 8, 2003, and recorded April
9, 2003, in the Office of the Recorder of Deeds in and for Huntingdon
County, Pennsylvania, in Deed Book 655, Page 0857, granted and
conveyed unto Elaine Lukens, Susan Leslie Harkins, Oret Sean Sellers,
Anion Karol Sellers, and Mark Samuel Sellers, Grantors herein. Elaine
Lukens died November 21, 2003. Lana E. Meidinger was appointed
Executrix of her estate on December 16, 2003, in Cumberland County, PA
at Docket No. 2003-01032.
HAZARDOUS WASTE: THE GRANTORS HEREIN STATE THAT THE ABOVE DESCRIBED
PROPERTY IS NOT PRESENTLY BEING USED FOR THE DISPOSAL OF HAZARDOUS
WASTE, NOR TO THE BEST OF THEIR KNOWLEDGE, INFORMATION AND BELIEF, HAS
IT EVER BEEN USED FOR THE DISPOSAL OF HAZARDOUS WASTE. THIS STATEHENT
IS HADE IN COMPLIANCE WITH THE SOLID WASTE MANAGEMENT ACT NO. 1980-97,
SECTION 405 (35 P.S. 6018.405).
THIS DOCUMENT MAY NOT SELL, CONVEY, TRANSFER, INCLUDE OR INSURE THE
TITLE TO THE COAL AND RIGHT OF SUPPORT UNDERNEATH THE SURFACE LAND
DESCRIBED OR REFERRED TO HEREIN; AND THE OWNER OR OWNERS OF SUCH COAL
MAY HAVE COMPLETE LEGAL RIGHT TO REMOVE ALL OF SUCH COAL, AND, IN THAT
CONNECTION, DAMAGE MAY RESULT TO THE SURFACE OF THE LAND AND ANY
HOUSE, BUILDING OR OTHER STRUCTURE ON OR IN SUCH LAND. THE INCLUSION
OF THIS NOTICE DOES NOT ENLARGE, RESTRICT OR MODIFY ANY LEGAL RIGHTS
OR ESTATE OTHERWISE CREATED, TRANSFERRED, EXCEPTED OR RESERVED BY THIS
INSTRUMENT.
AND the said Grantors hereby covenant and agree that they will
warrant specially the property hereby conveyed.
IN WITNESS WHEREOF, said Grantors have hereunto set their hands
and seals the day and year first above written.
Signed, Sealed, and Delivered : in the Presence ef :
: SUSAN LESLIE HARKINS by her Power of
: Attorney Lana E. Meidinger
: OREL SEAN SELLERS by his power of
: A~torney Lana E. Meidinger
: ANTON KAROL SELLERS by his Power of
: Attorney Lana 'E. Heidinger
:
: HARK SAMUEL SELLERS by,uhis Power of
' A~torney Lana E. Heidinger
: ,,'~ ' , ,' /, ,~: ,t .-. (SEAL)
LANA E. HEIDINGER, Executrix of the
Estate ef Elaine Lukens
-3-
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF £~>~.vt:c~. :
On this, the
day of ' l-~'/'s'~ ~' , 2004, before
me the undersigned officer, a Notary Public, personally appeared LANA
E. MEIDINGER, Executrix of the Estate of ELAINE LUKENS, and LANA E.
MEIDINGER as Power of Attorney for SUSAN LESLIE HARKINS, OREL SEAN
SELLERS, ANTON KAROL SELLERS, and MARK SAHUEL SELLERS, known to me {or
satisfactorily proven) to be the person whose name is subscribed to
the within instrument, and acknowledged that she executed the same for
the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal
uhe day and year first above written.
! hereby certify that the precise residence and complete post
office address of the within named Grantee is:
DATED:
Attorney for
-4-
REV-1509 EX + (1-97)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lukens, Elaine S 21-2003-1032
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. Meidinger, Lana E 2250 Lambs Gap Road Daughter
Enola, PA 17025
JOINTLY-OWNED PROPERTY:
L~rrER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM ~ORJO~NT MADE include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT similar identifying number. Attach deed for jointly-held real estate VALUE OF ASSET INTEREST DECEDENTS INTEREST
1 A 04/05/1994 MAT Bank Checking Account 4,184.63 50.00 2,092.32
#2670000526
2 A 02/15/2002 M&T Bank Savings Account # 29,064.76 50.00 14,532.38
15004198276197
-- TOTAL (Also enter on line 6, Recapitulation) $ 1 6, 624. 6 9
2W46AE 2 000 (If more space is needed, insert additional sheets of same size)
499 Mitchell Street, Millsboro, DE 19966
January 27, 200.4
Stone LaFaver & Shekletski
414 Bridge Street
Post Office Box E
New Cumberland, PA 17070
RE: Estate of Elaine S. Lukens
Date of Death: November 21, 2003
Social Security Number: 201-18-6463
Dear Mr. Shekletski:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type ........................... Checking Account
Account Number. ...................... 2670000526
Ownership (Names of) .............. Elaine S. Lukens, Lana Meidinger
Opening Date ........................... 04 / 05 / 94
Date of Death Balance ............... $4,184.44
Accrued Interest $ 0.19
Total. ...................................... $4,184.63
2. Account Type ........................... Savings Account
Account Number. ...................... 15004198276197
Ownership (Names of) .............. Elaine S. Lukens, Lana Meidinger
Opening Date ........................... 02/15/02 {account closed 12/12/03)
Date of Death Balance ............... $29,057.59
Accrued Interest $ 7.17
Total ....................................... $29,064.76
Sincerely,
...-,,... , , J .
L.,,-I {' :'"' ......' ...... ,/,}'
Charlene Warrington, Records Management
1-888-502-4349
REV-1511 EX+ (1-97)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN AD MIN ISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lukens, Elaine S 21-2003-1032
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home 8,615.00
630 South Hanover St.
Carlisle, PA 17013
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.0 0
Name of Personal Representative(s)
Social Security Number(s) / LIN Number of Personal Representative(s)
Street Address
City State __. Zip
Year(s) Commission Paid:
2. Attorney Fees Name: Gerald J. Shekletski, Esq. 500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0. O0
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
4. Probate Fees 7 9. O0
5. Accountant's Fees 0.00
6 Tax Return Preparer's Fees 0 . 00
7 The Patriot News - Legal Advertising 111.17
8 Cumberland Law Journal - Legal Advertising 75.00
9 Swaim Health Center, 210 Big Spring Road, Newville, 3,120.44
PA 17241
10 Green Ridge Village-Swaim Health Center - Telephone 27.07
Charges
11 Continuing Care RX, 28 S. 2nd St., Newport, PA 17074 137.37
Tota] from continuatlon pages .... 1,151.63
TOTAL (Also enter on line 9, Recapitulation) iS 13,816.68
2W46AG 2000 (If more space is needed, insert additional sheets of same size)
Page 2
Estate of: Lukens, Elaine S 21-2003-1032
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
12 Mount Union Borough 14.70
13 Verizon 24.66
14 PPL 27.14
15 Rehab Medicine 4.23
16 Carlisle Regional Hospital 80.40
17 Penn GI Consultants 17.68
18 Heritage Cardio 37.14
19 Newville Community Ambulance 455.00
20 Connor Rich M.D. 's 60.20
21 West Shore EMS 121.41
22 Pulmonary Critical Care 156.34
23 Mt. Union Borough 49.28
24 Verizon 24.60
25 Omega Labs 3.85
26 Filing Fees - Inheritance Tax Return and Personal 25.00
Inventory
27 Reserve for Closing Expenses 50.00
TOTAL. (Carry forward to main schedule) ...... 1,151.63
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Luken~:, Elaine S 21-2003-1032
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a)(1.2)]
1. Meidinger, Lana E Daughter 4,058 01
2250 Lambs Gap Road '
Enola, PA 17025
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIQNS:
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 $ 0.0 0
2w46^~ ~ 0o0 (If more space is needed, insert additional sheets of the same size)
Inventory of the real and personal estate of
Elaine S. Lukens deceased
PERSONAL PROPERTY
NONE
REAL ESTATE
1. 1/2 interest in 212 Garber St., Mount Union, Huntingdon Cty.,
PA $1,250 00
TOTAL REAL ESTATE AND PERSONAL PROPERTY 1,250. 0
COMMONWEALTH OF PENNSYLVANIA '~. ss:
COUNTY OF CUMBERLAND ~
T,~na E. M~iding~r
is the Executrix
being duly sworn according fo law, deposes and says th,~ts he
~laine S. Lukens
of the Estate of
late of Hampden_~T.D~hip , Cumberland County, Pa., deceased and fhaf the
within is an inventory made by Lana E. Meidinger , the said Executrix
of the entire estate of sa~d decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
and subscribed before me, ~
E oJLana E. Meidinger
225 Lambs Gap Road
Enola: PA 17025
Address
Date of Death 21 November 2003
Day Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
COMMONNEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHER/TANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601 NOT/CE OF /NHERZTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCT/ONS AND ASSESSHENT OF TAX RE¥-I~q?EXAFP(01-03)
DATE 07-05-2004
ESTATE OF LUKENS ELAINE S
DATE OF DEATH 11-21-2005
FZLE NUMBER 21 05-1052
COUNTY CUMBERLAND
GERALD J SHEKLETSK~O£SQd~L--~ ,'=!i :1'~ ACN 101
poSTONEBox ETALE Amoun~ Remi~ed
HEN CUMBERLAND hA 17070
HAKE CHECK PAYABLE AND RENZT PAYNENT TO=
RESISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~* RETAIN LONER PORTION FOR YOUR RECORDS
- - - - .................
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LUKENS ELAINE S FILE NO. 21 05-1052 ACN 101 DATE 07-05-200~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rmal Es~e~e (Schedule A) (1) 1;250.00 NOTE: To insure proper
2. S~ocks end Bonds (Schedule B) (2) .00 credi~ ~o your account,
5. Closely Held S~ock/Par~nership In~eres~ (Schedule C) ($) .00 submi~ ~he upper portion
~. Not,gages/No,es Receivable (Schedule D) (q) .00 of ~his form ,i~h your
E. Cash/Bank Deposi~s/Hisc. Personal Proper~y (Schedule E) (5) .00 ~ax payment.
6. Jointly O~ned Proper~y (Schedule F) (6) 16;624.69
7. Transfers (Schedule G) (7) .00
8. To~el Asse~s (8) 17,874.69
APPROVED DEDUCTIONS AND EXENPTZONS: 15,816.68
9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gage L~abili~ies/Liens (Schedule I) (10) .00
11. To~al Deduc*ions (11) 1~.816.~8
12. Ne~ Value of Tax Re~urn (12) 4,058.01
15. Charitable/Governmental Bequests; Non-elected 911~ Trusts (Schedule J) (15} .00
lq. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (lq) 4,058.01
NOTE: Z~ an assessment was Sssued prev$ousZy, 1Shes lq, 15 and/or 16, 17, 18 and 19
reflect f$gures that Snclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun~ of Line lq a~ Spousal ra~e (15) .00 X O0 = .00
16. Amount of Line li taxable at Lineal/Class A reie (16) 4,058.01X 045 = 182.61
17. Amount of Line lq st Sibling raie (17) .00 X 12 = .00
18. Amount of Line lq taxable at Collateral/Class B re~e (18) .00 X 15 = .00
19, Principel Tax Due (19)= 182.61
TAX CREDITS:
PAYH~NT RECEx~I D/SCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PA~D (-}
05-17-2004 CD00~956 .00 182.61
TOTAL TAX CREDZT 182.61
BALANCE OF TAX DUEI .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE /NDICATED, SEE REVERSE ( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL /NTEREST. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCT/ONS.)
RESERVATION: Estates of decedents dying on or before December IZ, 1981 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
lifo or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE: To fulfil! the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S.
Section 91qO).
PAYMENT: Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NXLLS; AGENT
REFUND (CR): A refund of a tax credit, ~hich ems not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of NJlls, any of the 25 Revenue District Offices, or by calling the special gq-hour
answering service for forms ordering: l-&OO-~62-Z050~ services for taxpayers eith special hearing and / or
speaking needs: 1-800-fi47-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied ~ith the appraisement, allowance, or disalloeanca of deductions, or assessment
of tax (including discount or interest) as sho~n on this Notice must object eithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Oept. ZBlOZl, Harrisburg, PA 171ZS-lOZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Ravie~ Unit, Oept. ZS06Ol, Harrisburg, PA 17IZS-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-leO1) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (5) calender months after the decedent's death, a five percent (5Z) discount of
the tax paid is alloeed.
PENALTY: The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes ~hich became delinquent on and after
January 1; 1981 will bear interest at a rate which mill vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ZOZ .O0054B ~r~J'A'A-1991 111 .000501 ~ 91 .000147
1983 161 .000438 1991 9X .000147 ZOOZ 6Z .000164
1984 11Z .000501 1993-1994 71 .000191 Z003 51 .000137
1985 152 .000356 1995-1998 92 .000247 ZOOq qZ .000110
1986 102 .000174 1999 7Z .000191
1987 101 .000Z74 ZOO0 71 .000191
--Interest is calculated as follo~s:
INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELXNQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent Hill reflect an interest calculation to fifteen (153 days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Elaine S. Lukens
Date of Death: November 21, 2003
Will No. 2003-01032
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes × No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes X No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court and may be attached to this
report. ~~
"Geral~W{. S~ekletski, E~qu~re
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
,_ Capacity: Personal Representative
i X Counsel for Personal
Representative