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HomeMy WebLinkAbout01-13-10 (3) 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county coda Vear File Number Bureau of Individual Taxes PO Box.28osoi INHERITANCE TAX RETURN Harrisburg, PA X7128-OSO~ 2 1 0 7 0 1 0 1 6 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death pate of Birth 181 09 9909 04 11 2007 03 27 1918 Decedent's Last Name Suffix Decedent's First Name MI LEIDINGER HELEN p (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 LX~ 1. Origins{ Retum ~ ~ 2. Supplemental Return 3. Remainder Retutrl(date of death prior to 12-13-82) ~~ 4. Limited Estate ~ qa, Future Interest Compromise ~ _~ 5. Federal Estate Tax Return Required _ (date of death after 12-12-82) n, 6. Decedent Died Testate ~ lam- J~ (Attach Copy of Will) ~• qt~®Copy of Trust)a Living Trust 8. Total Number of Safe Deposit Boxes ~ 9. Litigation Proceeds Received __~ ~~ 10. Spousal Poverty Credit (tlate of death ~ 11. Election to tax uhder 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 INFORMATIO SHOULD BE DIRECTED TO: Name Daytime Telephon@ Number DAVID J. LEN~X 717 432 9666 cra Firm Name (If Applicable) DAVID J. LENCX, ESQ. First line of address 130 W. CHURCH STREET Second line of address City or Post Office State ZIP Code ~:7 ~`1 ~`r~ --? ~=i~i s--~r ~, _; -~ -1-, °~ r s~ 4, .~ ~. ~ DILLSBURG PA 17019 Correspondent's e-mail address: Under penalties of perjury, 1 declare that I have examined this return, inGuding 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. SIGNATURE OF PE SON RESPONSIB FOR FILING RETURN DATE r Mary Ann Leidinger Q (- ~ ~l - ~ Q~' (J ADDRESS 23~enox Court, Mechanicsburg, PA 17050 S ATU OF P R O THAN REP ENTATIVE DATE David J. Lenox / // f~ l U ADDRESS + 130 W. Church Street, Dillsburg, PA 17019 Side 1 ~, 1505607120 1505607120 ~N~ 1505607220 REV-1500 EX Decedent's Social Security Number oeceaenes Nema: H e l e n P L e i d i n g e r 1 8 1 0 9 9 9 0 9 - ---- - _- RECAPITULATION 1. Real Estate (Schedule A) ............................................................................. ............. 1. 2 X 4, 5 5 8 4 8 2. Stocks and Bonds (Schedule B) ................................................................... ............ . 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................................. ............. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... ............ 5. 3 9 7 9 6. Jointly Owned Property (Schedule F) U Separate Billing Requested . ............ 6. }. 5 5 2 6 0 8 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) [~ Separate Billing Requested . ............ 7. 8. Total Gross Assets (total Lines 1-7) .......................................................... ............. 8. X 0 1 2 4 3 5 9. Funeral Expenses & Administrative Costs (Schedule H) ............................ ........... 9. 8 3 3 8 4 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................... ............ . 10. 11. Total Deductions (total Lines 9& 10) ......................................................... ............ . 11. 8 3 3 8 4 7 12. .... Net Value of Estate (Line 8 minus Line 11) ........................................... ............. . 12. 3 1 7 $ 5 8 8 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. 3 1 7 8 5 $ 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15. 0 0 0 (a)(1.2) x .00 16. Amount of Line 14 taxable at lineal rate X .045 3 1 7 8 5. 8.8 1s. 1 4 3 0 3 6 17. Amount of Line 14 taxable 0 0 0 17. 0 0 0 at sibling rate X .12 18. Amount of Line 14 taxable 0 0 0 18. 0 0 0 at collateral rate X .15 19. ....................................................................... Tax Due ................................ ............. . 19. 1 4 3 0. 3 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505607220 150560722D REV-1500 EX Page 3 File Number 21-07-01016 Decedent's Complete Address: DECEDENT'S NAME Helen P Leidinger ~- --------------- ' STREET ADDRESS Manor Care Health Services Camp Hill PA ~ 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty - - _ __ 29.10_. - _ 0.00 - __ _ _ _ - Total Credits (A + 8 + C) Total InterestlPenalty (D + 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 1,430.36 (2) 29.10 (3) (4) (5) 1,401.26 (5A) (5B) _-1,401.26 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPF~IATE 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 :.................................... ~ Ox c. retain a reversionary interest; or ................................................................................................................. ~~~ 0 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 "intrust for" or payable upon death bank account or security at his or her death?......... ~ ] ~_x] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which _ contains a beneficiary designation? ...................................................................................................................... I- ~I ~ X 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 Jufy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or fbr the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)J. 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. §9116 (a) (1.1) (ii)J. 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. §9116 (a) (1.2)J. 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. §9116 1.2) j72 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 twelve (12) percent [72 P.S. §91,16 (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. - ----- STATE ~ SIP Rev-1603 EXr (8-98) COMAONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE B STOCKS ~ BONDS ESTATE OF FILE NUMBER Leidinger, Helen P 21-O7-OM016 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 36 shares of Met Life: 63.41 2,282.76 2 4 shares of PPBL Corporation Common Stock (Carl P. 43.17 172.68 Leidinger individually -passed to his wife, Helen P. Leidinger at his death in 2004): 3 512 shares of PP~L Corporation Common Stock 43.17 22,103.04 (Helen P. Leidinger and Carl P. Leidinger JT TEN, Carl P. Leidinger died 12/24/2004) TOTAL (Also enter on Line 2, Recapitulation) 24,558.48 ~u mulc space Is neeoeD, aaamonal pages or me same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-75010 Schedule B (Rev. 6-98) Rev-1608 EX+ (6-96) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COAMONWE/LLTH Of PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Leidinger, Helen P 21-07-01016 InGUde the proceeds of litigation and the date the proceeds were received by the estate. All property jotntfyawned with the right o1 survivorship must be disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) (If more space is needed, additional pages of the same s+ze) Rev-1609 EX~(8.98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Leidinger, Helen P 21-07-01016 K an asset was made joint within one year of the decedent's date of tleath, it must be reported on schedule D. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Mary Ann Leidinger B. C. 23 Lenox Court Daughter Mechanicsburg, PA 17050 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH GEED FOR JOfNTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET o ~c OF DECb'S INTEREST DA~AO E OFTH DECEDENT'S INTEREST 1 A 5/31/1992 F.N.B. Corporation Checking #529180: 270.28 0.5p0% 135.14 2 A 5/31/1992 F.N.B. Corporation Savings #1145937: 36.27 0.500% 18.14 3 A 11/26/1993 PPL Common Stock (712.198 shares x 30,745.59 0.500% 15,372.80 $43.17 per share) TOTAL (Also enter on Line 6, Recapitulation) I 15.526.08 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-15tl0 Schedule F (Rev. ti-98) REV•1161 EX+ (12.89) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Leidinger, Helen P 21-07-01016 Debts of decedent must be reported on Schedule !. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached , 6,950.02 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2, Attorney's Fees David J. Lenox, Esq. 1,250.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. ~ Probate Fees ~ 90.00 5. Accountant's Fees 6, Tax Return Preparel's Fees 7. Other Administrative Costs 48.45 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,338.47 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Leidinger, Helen P _ 21-07-01016 ITEM DESCRIPTION AMOUNT NUMBER Funeral Expenses 1 The V.L. Seebold Funeral Home: 6,950.02 H-A Subtotal 6.950.02 Other Administrative Costs 2 Register of Wills (filing fee): 30.00 3 US Post Office (certified mailings): 18.45 H-B7 Subtotal 48.45 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H {Rev. 6-98) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA HER TANCE T X R T RN BENEFICIARIES IN I A E U RESIDENT DECEDENT ESTATE OF FILE NUMBER Leidinger, Helen P 21-07-01 016 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) REGEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Truste s I TAXABLE DISTRIBUTIONS [include outright spousal ~ distributions and transfers under Sec. ~116(a)(1.2)j Mary Ann Leidinger Daughter 31,785.88 23 Lenox Court Mechanicsburg, PA 17050 Total 31,785.88 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r sheet ~I~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. , 0.00 ~~~ ~ r Copyright (c) 2002 forrn software only The Lackner Group, Inc. Form PA-i50b Schedule J (Rev. 6-98) ~~.~~ ~i11 ~n~ C~P~t~.mPrtt I, HELEN P. LEIDINGER, ag 712 Nanth Ninth SxJeeet, Se.P;~:nsgnave, Snyden County, Pennay~Cvan.La, being ob ~saund and d~.spoa.ing mind, memony and unda~e~-taand- p ~,ng, mah.e, pubk.i~h and dee,2ane ~h~ ~a be my Lah.t U1.i,YX. and Te~~ament; hereby .'_ hevofu:ng a,Ze w.c;CY~ and cad~.e,CP~ by me a~ anytime hen.e.tagan.e made. ITEM 1: T give, dev.i,ae and bequeath a.P.e my pnapenty a5 wha~aeven nc~e an hind and wheneeaeven e.itua~e un~a my behaved hwsband, Cajr,Q, E. Le~.d- .ingen, x:~ he .c.a .P,c;v~.ng a,t my death. TTEM II: Shau,ed my lvuband, Cah.~ E. LetidJingen, pnedeeea~se me, .then I, ; give, dev.v~e and bequeath a.P.e my ha,id pnapenty, an .the pnoeeedh ,there{nom, ~ta my y daughZe~e, Many Ann Le.id.ingen, an .to hen .iseue, pen a.tihpee. ITEM III: I~ my daugh~e~c, Mcucy Ann Letid~,ngen, ~sha-22 6e a rru:noK a~ .the s death ab .the ~angen .P.,ive2 aU myaeeb and my hwsband, Can,C E. Leidingen, .then T appa.int my bna.the~, Jahn S.Cepeefu and Geange S.Lepecfu:, an the bunv,ivon a{~ ahem, ' ;, Guandi.a.na a4 the pel~,aan aU auch m.inan eh,i,2d. :; ITEM IV: I appa.int my bna~the~us, Jahn S2e~eehi and Geange S2epeeFu:, an r .the bunv.ivan ab .them, Guandc:ans ab any pnapen-ty wGu:eh pa~eeh, e~,the~c undelc ~ltii~s UI~ an o~henw.i~e, ~a a mtinan and with ne.apeat .ta w'ru;eh I am au~thon.ized ~a appa.int a Guan.d.c:an and have na.t a.thehw.i~e epee.ib~:ea.Eey dare ba. Such Guardians bha.2e. have .the pawen ~ta wse pn-inci-pat cw we.2.e as ~.ncome Unam Mme ~a dime (vn the m.inan'b educa~ian, eupporrt and we.~bane, w-i.thau~ regard ~to Fug an. helc pcvicewt'h ab.%Pi~y .ta pnav.ide ban ouch education, ~uppan-t an wekbcuee, an .ta maFte payment 4on .thee punpobe~, w.ithau~ Uut~theh ne~spavv~.Lb.i,P.~:ty, .to the m.inan on ~ta the m.inan'a parent an ~to any pe~san ,taFu:ng cane a~ .the minor. '. ITEM U: I d,i~:.ect ~ha~ a,P.~. ~axeb which may be ashe~saed .in consequence ', a~ my dea~k, aU wha~even na~uhe and by whatever 1un.usd,ictian ,~mpa~ed, hha.P.e be. paid Unam my gene~cak elate as pant ab .the expense ag the admin,cs~a-tc:an a{~ my ea~ate. t ITEM VI: T appa.int my husband, Can,2 E. Leid.ingen, Exeeutan a{~ .th.ci~, my Laa.t U1.i,P..2. Shou.ed n,y husband, Ca~X E. Le.idingeJc, Sa.c:e an cease ~o act: ah Executan, .then I appa.int my daughtelc, Mary Ann Le~.d.c:ngen, ~:U 3he huh a,tta.ined ~ega~ age, Exeeu~lu:x vb ~h,i~s, my Last UJ.%Y.~, but ~.b my daugh~:er, Many Ann Le.id- i ~ ~ /~ ,/~~L~ I .ingen. has na~t attae:ned ~.ega,~ age at my death, then 1 appax:n.t my bna~thens, Jahn S.~epeehi and Geange S~epecfz.%, vn the bunv~,van ab xhem, Execuxvn~s a(; ~h,i~, my La.b.t W.c:e.2. ITEM VII: I d.Uceet ~tha~t neithen my pen~anae nepnebewtati.ves nvn guan.d-ears bha,2.2 be negwvr-ed ~a gtive band fan .the {~cv„th~u~ pelc~aJCmance a{~ ~:hevc dutc:eb .tn any jwu.bd~ctc:an. i IN WITNESS WHEREOF, T, Helen P. Le~,dingvr., have heneuwta bet my hand ~, ~fi ~/ ,-" -v7 .. and bead ~th.is .;-a , day ab ~{~.t~-z-<;c ce.c ~~. 1979. Y _) ' ~~ .~c -~•. zL' '.-; , , ~ ~.:,t r ~., {SEAL) ELEN P. LEI~INGER i The pneeed~;ng x:itis.thument, caws-e~s.te:ng a{~ .tl.~s and ane a~then type- wn.i~ten page each ~:den~:5~.ed by .the b~gnatuh.e ab the Te~~atn-i.x, wah an .the day and date .the~.eob bx;gned, pub.~ibhed, and dee,2cviced by Helen P. Le~d~:ngelr, .the i 7eb.ta~ci.x .theJce~.n named, a~ and fan hen. Lah.t W,i,22 and Te~,~amewt, ~;n .the pnebenee ub u~, wha, a~ hen ner~ue~s~, ~.n he~c pne~enee, and ~.n xhe pnebenee a~ each a.the~, ' have bubben,c:bed vun names ab w,ctnebbe3 heh.e~a. i ~• - 2 - ACKNUGILEDGEMFNT AND AFFIDAVIT CUMMUN(UEALTH UP PENNSYLVANIA . SS COUNTY OF SNYDER we, Helen P. Le,i.dx:ngen, ~ L. ~;'~,~,?'~`'~.__ and '~>~ ;t;^,,~,<.}c~t...: L:;~e~ ~`~,=z. r.+.-' ~~, the Teh-tat~f~.x and the w-can~see~, nehpee- .ti.ve,ey, whaae numeb ane hx:gned .ta the Uanegating ~,vlb~lEUmevtt, bex;ng ~.it~,,t dfJky hwann, da heheby dee.eane ~ta .the unde~.tgned au~han.cty ghat .the Te3.ta.t~e~.x a~c:,gned and executed .the .LJV~.tfl.ument a~ heft. La~.t G1.c;Q,2 and .that hhe e~gned w.i,Q,e.Cng2y, and .that she execf.Lted .it ae hen knee and va2un~ahy aat {pan the punpabee .thvEe~.n expnebeed, and .that each ab .the w,ctne~hea, ~:n .the pnesence and heah.cng a~ .the Tee~a~iu:x, a~;gned .the (U.f;P,~. ah w.c;tnesh and xhat xo .the beat ab ~the~:n hnawCedge .the Teh~tath.i.x uJah at .the Mme e~:gGlteen yean.e aU age an aQdeh, a5 hound mind and undere na eaves-t~ea.~:n~t an undue ~.nb.~uenee. v --~ ~ , -Jv~.....{'~.,,~' -=~~ ~''~- ~-z.c-C:; C'..~_. (SEAL) HELEN P. LEIDINGER ~' ~~ i ~~ , •-z ~ 6' ZC2`z .C._...- (SEAL 1 .i.tnes3. •- Gl.ctnea4 ~ -;~~ Subhe~u:bed, hwann ~ta and aeh.naw~edged beba~ m ~~. P. Lecd.c:ngen, .the ~. ~ 7e~.ta~iu:x, and eubae/u:bed and bwann .ta be{ane me bye,,' ''~ ~ ! ~0-7~-`, and ~%~ ~ ~° i~ 'y _ 't;i~'_ .:,(' W-f..tnehbPJ.,, •t~l,(h :~t~. day a~j • - C r : ! . e~ r 1979. a ~'~uT~.c,~ C ~L-(ice, a r~ C c LaCC~ U My Comru~.s~.an Exp.ih.ee S~ZAN 1. AURFND. NOT4RY PUBLIC ScLINSG'r:OYE 60RU~~S~1, ~_^ COUNTY Ai `! CD~V t.1IS510N F.X?I9£3 fEO. 9, 1980 6iemher. Penncylvai~i:: Asscr,? e:ion of Wutarlea - 3 - pnr~s~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-]2 Phone (888)502-4349 Fax (302)934-2955 Decemher 24, 2009 The Wiley Group 130 W Church Street Suite 101 Dillsburg, PA 17019 Re: Estate of: Helen P LeidinQer Social Security: 181-09-9909 Date of Death: April 11, 2007 Dear Sir or Madam: Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Account Number Ownership (Names of) Opening Date Balance on Date of Death Accrued Interest Total Checking Account 99109142 Carl E Leidinger, joint-primary Helen P Leidinger, joint-secondary 03/0488 $ 39.79 $ D.00 $ 39.79 Please be advised, there was no safe deposit box found for the above decedent. * if upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Susquehanna Valley Mall branch, 1071 North Susquehanna Trail, Selinsgrove, PA 17870. UtFce # 570-374- 8108. Sincerely, b~~~ N rissa Sears Adjustment Services ...g l ;z" "~ a .. . ~.,.~ ~$ r ~ w F~l ~~i January 4, 2010 THE WILEY GROUP 130 W CHURCH ST, SUITE l01 DILLSBURG, PA 17019 www.fnb-online.com Info-Line 1-800-817-8787 Customer Service 1-800-555-5455 RE; Estate of HELEN F LEIDiNGi/R SS#: 181-09-9909 DOD: 4/ 11 /2007 Dear Sir or Madam, As per your request, the following information is provided as of date of death: Checking # 529180 Opened 9/1 / 1973 Titled Carl E Leidinger Helen P Leidinger Mary Ann Leidinger Balance $270.28 Accrued Interest $0.00 *Made joint prior to 5/31/1992 CLOSED 2/5/2008 Savin~`# l 145937 Opened 4/1/1975 Titled Carl E Leidinger Helen P Leidinger Mary Ann Leidinger Balance $36.27 Accrued Interest $0.00 *Made joint prior to 5/31/1992 CLOSED 2/4/2008 If you should have any further questions, please do not hesitate to contact me at 724-983-4859. Very truly yours FIRST NATIONAL BANK ~wimairz~ia C~euu~oc~C Samantha Shacklock Accounting Rep ~ _ ~ to 3 „~~ 3' t0 RI ~• ~' r S j 2 .. ~ C1 ~ o U1 'a ~ ~ ~ ~ ~ n ~ !"~' ~ tD ~ O rt ~ F~ ~ N _ rt i~ O n ' O ~ 1 f1 D~ f irt D d r o p,' ~ ~~ b rt w D C . ~ ~ c -• ~ 1 ~ ? gal. O ~.,. 3 ~ "'~ A C ~rt w m n© N ~ p ~'' cn O ~ ~ * ~ ~ ~-S O ~~ ~ [i. ~ ~ ~ ~ N~ ~ ~ d v Q ~ ~ N A r ~ ~ ~ _ ~[~^'``' O ~ m a ro o3i ~3 0I ~ "~ "~ t W ~ C tO1 7C N Isr ~ o. a, ° x ~ ~ n N O N T 4 ~ .~ ~ ' ~ ~ ". ~• A ~ O. C 6 ~ N _ / ~ ~~ ~ 1• 4n1 ~ ~ ~ ~ N~ o. N d~ D vy n A N ~ O r ~ ~ ~ '"' '^ Z n ~ ~ d ~ o -' ~ ~ 7Q ~ y N ~ ~ ~ e-r ~ F ~ ¢3 r 5'i fl' rt7 n 7 a '' ~N r~r ~ a v '~ "d rs- . do, ~ m CD ? o o ^ n ~ ~ ~ +~ n ~ r ~° r°u ~: c ~ ~ O j "~ n ~ N r N Q N fp ~ -G { () fT~ ~ o O- N -G O O r` h N 0. D ~ m x ~~ `Q W xJ c ~o °, ~ J ~o N `~ qFw ~ ~ ro o ~ v} , '~ ,, °J '~ ~ Y S M i ~ 7 . ~ _ h i(D _ ~ 7 O n ~l+ p1 A ~ YVl ! x ~'` 7 ~V ro -t7 -, A '~ O j r ro ~_ Z 0 .+ n ro a `a 0 PPL: PPL Corporation Stock Report ~ Charts & Returns Page 1 of 2 Stock/Fund log In ' Premium Company Site i Company News Welcome! Site Search AeSO in,Gra ncefr~m Alk~at2 lM1 p ~ a Htcx-~ao sav~xss ~` PER~OMAL SAVINGS ' ad~uxrrnar I frt~rrtrlG~+~ Express + ~' a~vueax arms tttorsrrsNVt~tr. Mtncx#bM /Se iRA7a:K!§Ht` Membership Home PorttoOO Stocks Options J Funds ETFS Hedge Funtls Marke[s Tools Personal Finance ~ ' Discuss Nastlaq 5AP 500 D7IA Gold !right Crutle 2317.17 17.12f0.74W 1 1144.98 J.-L9r0.29%1 10618.19 11.73(U.11~ 1 1155.40 17.2011.51%1 63.87 1.12(1.35 1 PPL Corporation PPL ~ ~** ~, Add to Fortioho flra is -inai: Alerfr• Prise PRF Re:prrC I:acu Que~c~dn rar,.ee seeanr:u uc Quote Chart Stock Analysis Performance Key Ratios Financials Valuation Insiders Shareholders New Filings Bonds eera Optons Historical Stock Prices 2007 bark to Divirlen:]s 14 Returns '. 7anusry February March April 01-03-07 36,36 02-01-07 35.81 03-01-07 38.43 04-02-07 42.08 ~~~~ 01-04-07 36.18 02-D2-07 35.69 03-02-07 37,$5 04-03-07 42.49 01-05-07 35.55 02-OS-07 35.49 03-05-07 37.23 04-04-07 42.67 Ri~~~~ ~-~-~.,~ 01-08-07 35.46 02-06-07 36.27 03-06-07 37.86 04-OS-07 42.83 1 ~, ~ F S T !R E N T ga 01-09-07 35.61 02-07-07 36.26 03-07-07 37.25 04-09-07 43.10 OS-10-07 35.49 02-08-07 36.63 03-08-07 37.52 04-10-07 43.27 01-11-07 35.45 02-09-07 36.91 03-09-07 37.59 04-11-07 43.17 OS-12-07 34.48 02-12-07 36.61 03-12-07 38.17 4-12-0~~ 01-16-07 35.10 02-13-07 36.93 03-13-07 37.46 04-13-07 42.57 01-17-07 34.95 02-14-07 37.18 03-14-07 37.74 04-16-07 43.16 01-18-07 34,72 02-15-07 36.90 03-15-07 38.00 04-17-07 44.05 01-19-07 34.73 02-16-07 37.05 03-16-07 37.74 04-18-07 44.23 01-22-07 34.62 02-20-07 37.22 03-19-07 38.55 04-19-07 44.06 01-23-07 34.94 02-21-07 37.01 03-20-07 38.42 04-20-07 44.50 01-24-07 35.27 02-22-07 36.95 03 41-07 39.40 04-23-07 45.00 01-25-07 35.12 0243-07 37.56 03-22-07 39.20 0444-07 45.20 r tpiv_idgn~S~gk~. 01-26-07 35.19 02-26-07 39.20 0343-07 39.64 04-25-07 45.27 01-29-07 35.16 02-27-07 38.01 03 46-07 40.05 04-26-07 44.78 - 01-30-07 35.31 02-28-07 38.05 03-27-07 41.14 04-27-07 44.35 01-31-07 35.60 03-28-07 41.05 04-30-07 43.61 03-29-07 41.23 03-30-07 40.90 May June July August : OS-O1-07 44.00 06-01-07 46.06 07-02-07 48.25 08-01-07 48.66 OS-02-07 44.85 06-04-07 45.82 07-03-07 48.13 OS-02-07 49.91 OS-03-07 44.45 06-OS-07 45.12 07-OS-07 48.17 08-03-07 47.85 OS-04-07 44,55 06-06-07 44.22 07-06-07 47.39 OS-06-07 50.03 OS-07-07 45.26 06-07-07 42.97 07-09-07 47.89 08-07-07 51.52 OS-08-07 44.97 06-08-07 43.78 07-10-07 47.02 08-08-07 52.04 OS-09-07 45.13 06-11-07 44.31 07-11-07 47,55 08-09-07 50.78 OS-10-07 45.25 06-12-07 43.21 07-12-07 48.54 08-10-07 50.21 I OS-il-07 45.65 06-13-07 44.40 07-13-07 49.75 0$-13-07 50.25 OS-14-OJ 45.$5 06-14-07 44J1 07-16-07 48.54 08-14-07 48.43 OS-15-07 45.62 06-15-07 46.70 07-17-07 48.11 08-15-07 48.02 I OS-16-07 45.77 06-18-07 47.16 07-18-07 48.54 08-i6-07 47-25 OS-17-07 45.99 06-19-07 47.10 07-19-07 49.89 OS-17-07 47.80 05-38-07 46.02 0640-07 45.56 07-20-07 48.60 OS-20-07 47.31 OS-21-07 45.78 06-21-07 46.19 07-23-07 49.18 08-21-07 47.85 OS-22-07 45.00 0642-07 45.65 0744-07 47.64 OS-22-07 48.25 OS 43-07 44.31 06-ZS-07 45.94 07 45-07 47.68 08-23-07 48.60 OS 44-07 43.33 06-26-07 45.84 07-26-07 46.40 08-24-07 49.40 http://quicktake.morningstar.com/StockNet/Price4.aspx?Country=USA&Symbol=PPL 1/11/2010 HELEN P LEIDINGER AND CARL E LEIDINGER JT TEN 712 N 9TH ST SELINSGROVE PA 17870 PPL .Corporation Two North Ninth Street Allentown, PA 18101-1179 Dividend Check Account Number: 3048746200 Dividend Record Date: 12/08/2006 Payment Date: JANUARY 1,2007 Check Number: 02631545 Amount: $140.80 Print Number. 56302000608 Number of Dividend Dividend Class of Stock Shares Rate Amount PPL CORP COMMON 512 .2750 140.80 ~_ You can have your dividends deposited directly into your bank account. To request a Direct Deposit Authorization form, or if you have any questions regarding your account, visit the Investor Center at www.pplweb.com or call toll free: 1-800-345-3085 To access your account online, please visit vvww.shareowneronline.com Please detach and retain this statement for your records. of Dividend Reinvestment Plan Account Statement iPili'OE~TANT: itetaltii this statement for your investment, tax'and cast-basis records. ~ to Questions: U.S. telephone number TOLL FREE: 1-866-280-0245 Outside U.S.: 651-453-2129 For online account information, please visit www.shareowneronline.com Fax number for transaction requests: 651-450-4085 Cusip # 693517106 Account Summary PPL Corporation HELEN P LEIDINGER 8 MARY ANN LEIDINGER JT TEN 23 LENOX CT MECHANICSBURG PA 17050-8216 Year~o-Date Amounts -Common Gross Dividend Reinvested Fadarai T4x b'b'ithheld Nonresident Alien Tax Withheld Cash Investments Total Invested Commissions Paid by Company Year to-Date Activity .~~~~~ ;~: .. .;.: - ~~. pp ..__ Page 1 of t Account # 3097132566 Share Balances Record Date Div Reinvestment Plan 7.054 Certificate(s) 350.000 Direct Registration 350.000 Total Common Shares 707.054 Current Dividend Record Date Payable Date $460.50 Dividend Rate -Common $0.00 $0.00 Account Value $0.00 Market Value Date $460.50 Market Value Price -Common $0.48 Account Market Value -Common April 3, 2007 Current 12.198 350.000 35 712.198 03/09/07 04/01 /07 $0.305 04!02/07 $42.08 $29,969.29 Transaction or Settlement Date Transaction Type Grosa Amount of Transaction Taxes Net Amount of Withheld Transaction Price per Share Shares Increased or Decreased Total Shares Hetd in Plan ~> iANCE FORWARD -_..,--°` ~ ~~ ~ ., ~ ~ -± . ~ ~~ 190.346 01/08/07 Div Reinvested .~ . - ~$2~~ $0.00 $244.85 $36.5024 ` ~ 6.708 197.054 01!71107 Shares Sold $6,728:47 $0.00 ' $6,709.07 $35.4109 190.000 - ~ 7.054 44%05!07 Div Reinvested $215.65 $0.00 " $215.65 $41.9215 5.144 12.198 g E~ ~ :~ ~y~ ~ - E . % ~ ~ § PPL Corporation is participating in the Direct Registration System ("DRS'. You may choose th have your Plan andlor DRS shares electronically delivered to or from your Shareowner account For information concerning authorization of electronic share movement, please contact your Broker/Deafer. Detach here. Forward bottom portron to the address shown below. For other transacfrons see reverse side. Transaction Request PPL Corporation Account # 3097132566 Mail to: Shareowner Services PPL Corporation PP01 Dividend Reinvestment Plan PO Box 64856 St Paul MN 55164-0856 ^ Please change my address as indicated. HELEN P LEIDINGER ~ MARY ANN LEIDINGER JT TEN 23 LENOX CT MECHANICSBURG PA 17050-8216 13~~~~~~ai~~~~a~~~11~ Il~~imii~~iii~ll~ OPTIONAL CASH PURCHASE ELECTION ^ Enclosed is a check made payable to Shareowner Services for: $ ~-~ Maximum 580,000.00 per year The deadline for Shareowner Services to receive your payment is 5 p.m. CT on APRIL 30, 2007. Shareowner Services will process your purchase instructions according to your Pfan prospectus upon receipt of your properly completed request which includes account number or SSN and reference to the PPL Plan. We v~ill not be liable for any claim arising out of failure to purchase shares on a certain date or at a specific price. Requests submitted on this form will only affect Dividend Reinvestment Plan shares, not shares !held in ORS. Ot par 76 -- PANW ~ REG1sTE~E ER & L1GHT COM COl1NTER PENNSyyyAN1A POWNTO'~1N? `~ Tp.ANSFER REGNS pAR 6Y A / ~ y t~t, jV V ~' ~~ W Y ~~ wY z' ~ W o az W~ ~O ~~J C tit 4 4 N '4S ~ z ~~' ~~ ••. i ~3 w~ uz u~ W ~'< ..I1 i O C7 ~ z w ~ z 117 4 Q J ~ w ~ Q ~ ~ ~ =: '~ ~ , J„~ . '~ ~ ~, ~'~~ fl- v ,~~ . O ~ .\,'^ ~ ~ ` i `~• O ~"``: i' O ~ ~'N. ~ ~: . Z ~ \ ~ . '4 = \ \ '~ ~~~ ~ ~ ':, 11 "v 1! x ~ ~' ~ ~ y~ z '~ ~ ~~ N ~ _.. Q v I a '~ ~~ ~ ~ . ~ ~!i ~ ° ~ ~ Y a. W I' ~~~~~~~,~~ s .~~ ~~il~ i11~1~ ~~ ~ -. i ii ~i ~ ~~,,I~'',~~!I;~ii! a ~~ ~~' ~ ;;i, ~t ~ ', ~'' 1 ' Y ~.\~ ~~1 ~~~~,1~~,~~~ar; W U u`. d W 7 av Z X aw ~ LL __ ~~ `~ a ~. Y y . U N _ ,,` cU . ;, J Q` i ~'~ a ~- ~` ~ a co O Y O frf~nj YI 0 U 2 }, ~ U iZ- ~' W } -~~ 3 m W ~a z 4 ~ ~ ~ z ~~ _ ~ J ti. a w U p, 4" ~Z F ~ W ~ U w z F.. a r (!J z 4 ~ ~ ~D O Q W -,U C7 C] ~~ ~' ~~ Q Q1 /f"^'+ /! V J Q ~. '-~~ ~j ~l ~~ '213~1dd0 q3Z/2lOHlfib covNreasicNeo: PENNSYL.VgN~q pOWER & LIGNT COMA BY ~ IALLENtO ANY, WNr ~ TRANSFER AGENT. z OD \~• .~. V ~ ~ ~' w Z ' ~t ~ r• A'. ~4 ~~~\~ { W rz ~' ~~ -° N i ta- ~\ .~; ~. w ~ W \\ ~l ~ 6 -~ . ~ :.~ ~ ~,~ ~ ~\ 4.1 a 0 Q o; z o~ z 3' Y U c ,~, O ,~ ((fJ 4 ~ ~ Q ~ v ~ ~ ` ~ O \ .#, ~ ~„1 i ## ~ '~' O ~ #'. >YY,`,' s ~~;: ~. w m ~ ~ \C t~i ~\\ ~ ~. Q z~ .` O `\` `~ o z ~ ~ a, o l,\, 4 )~u' ~- ~ 1 J J -~ ~ ~1 1 ~' ,\ .ti \\ a b'Li15193N !~ `' // ~j w \ \~ ``~ \~, ~ ~ \`-\ ,~ ~. \ ~ J. ``\` ~ ww ~ \' 11 ~~ ~~ n ~ ~ ~' ~, c ~, ,\ =~ \ ~ .` ../ ~• j,_ C7 ~~ ~ ~...~ .~. Q n 5 W m __ :.T - ~_ Jan M. Wiley David ). Lenox THE WILEY GROUP Attorneys at Law January 11, 2010 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 In Re: Estate of Helen P. Leidinger File Number 21-07-01016 ° c~ - _~:-, o '1 J ..+ - f `; s 1'~i ~- ~ ca -~ v~ ~ ;,-~ ~ - --, _-jl-~ .7:~t ~ cr Dear Register: Enclosed please find the inheritance tax return in duplicate, the inventory, and status report regarding the above captioned estate. I am also enclosing a check in the amount of $30.00 to cover the filing fee, and a check in the amount of $1,401.26, representing the tax due. Please send a receipt to my attention. I am enclosing an envelope for your use. Sincerely, i/~ awn Gla felter, Lega Assistant /dg encl. 130 W. Church Street, Suite 101 Dillsburg, PA 17019 Phone: (717) 432-9666 • (800) 682-4250 Fax: (717) 432-0426