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Home My WebLink About04-0576 PETITION FOR PROBATE and GRANT OF LETTERS estate of La,, .... % e ~,l,'t L~,,.,-~.~ ~ No. [ 16 I 't"~ ,'~ ,," also known as I) To: Social Security ~o. l The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated and codicil(s) dated Register of Wills for the County of Ct.t~_~o_~.~xc~C.~ in the Commonwealth of Pennsylvania named ,19~ (state relevant circumstances, e.g. renunciation, death of e[tecutor, etc.) Decendent was domiciled at death in Ctk¥_V~.0~x~.~.~t)EL[ County, Pennsylvania, with h~ last fami{y~r pr)~lcipal residence at (list street, number and muncipality) Deceadent, then .~ ~[ _years of age, died ~-LLVt~ ~ I 9- 2~ ~ (5 ~ ~ , 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 $ (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 presented herewith and the grant of letters. theron. request(s) the probate of the last will and codicil(s) (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEAL~-I OF PENNSYLVANIA COUNTY OF ~kh~{~[d:~ki4MJ~ . ~ 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 we~d truly administer th~ estate according to law. Sworn to or afhrm~ and subscribed ~ ~~ ~ ~ ~~ ~ bef e me th~s [~ day qf ~(~J~ ~ ~~ ~' Estate Of FYi,, , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~_'~-[_~_~ ~ i b .J,l~ .., in consideration of the petition on the reverse side hereof, satisfactory proof having been t~resented before me, IT IS DECREED that the instrument(s) dated (0 '~' 0 0 described th,erein be admitted to pro~ate and filed 0[ record as the last will of ~d Letters FEES Probate, Letters, Etc .......... Short Certificates('~)...' ....... l~mxmei~ion .~. :-. ~.~'~ .~...,,... TOTAL Filed ................................... Register of Wi~ p~ ~/'~ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly' l'ilc~l ',~ Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permancm WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. Local Rcgislrur JUN 1 H105,143 R~v. 2J87 K INK NA~E OF DECEDENT (Fim~ Middte, La~t) COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH STATE FI~E NUMBER ~. 17~ - ~4 -857~ ~.Ju~e 12,2004 DA~ OF BIR~ ] BtR~E (~ a~ I~CE OF DEATH IChe~ ~ ~e - ~ ~s~s ~ (~, ~y, Year) ~ State ~ F~ ~W) ~n~: I ~: CI~, ~O. ~P OF D~ FACILI~ NAME (~ ~ ~, g~ ~ a~ num~) W~ECE~NT OF HISP~ ~ O ~ L No~ ,,.'"D ,,. ~+, ,,. ~z~o~ ,,. rmul~g in dNth) --.~ Iai c~diUom b, ~AUaE (~ m injury t DECEDENTS ACTUAl. RESIDENCE ~*. Jennie i. ~. Carot A. ~aqner I~. ~ Cre~kuiew Pr. Cart~t% PA 17013 ~ ~ ~' ~ I~. O11589L ~oZ~inq~rF.H.~C~emator~Mt. HoZgu S~rZna~.PA17065 · and death gl DATE OF INJURY TIME OF INJURY I I ~ould not be 0atennln~ J'--I]~a' la0b. M. lade. E-oF . INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. F \FI LES\DATAFILE\WILLS\6275 wil LAST WILL AND TESTAMENT I, LOUISE M. LEIDIGH, of the Borough of Mt. Holly Springs, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, in equal shares, unto my children, CAROL A. WAGNER and RONALD T. LEIDIGH, absolutely. 3. I nominate, constitute and appoint my said children, CAROL A. WAGNER and RONALD T. LEIDIGH, as Executors of my estate. 4. I direct that my Executors shall not be required to file a bond to secure '~the faithful performance of their duties in any jurisdiction.' ~. I authorize and empower my Executors, in their sole and absolute discretion, to PUrchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and Page 1 of 3 Pages preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this day of Louise M. Leidigh SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) We, LouiseM. Leidigh, E./Qet:ttrddd~ ~/';~.n,es--,and [t-~l}!!'/z.,,~ ~ the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by Louise M. Leidigh, the Testatrix, and subscribed and sworn to before me by ~'. ~_tr.,~'d~ L,d and t,~t'} I ~ tt~r~ ~". t']A, ~r-~ crt , the witnesses, this 3'-~( day of ~J ~ ,2000. Notary Public NOTARIAL SEAL CORRINE L. MYERS, Notary Public Boro, CurnberlandCounly Page 3 of 3 Pages Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) ~/.x~ /?7. A~-//~/~-/-/ Date of Death: Will No. ~, ~69 ¢ -- o d.~ ,_g- 7~ Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration 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 : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Capacity: Signature mamq~~..~ ~ Address ~ ~L~'~-~'/-<' //r/~ 'dU ~./--~. Telephone F/w) /7~;' - ~'~ b/ Personal Representative ~.Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 WAGNER CAROL A 9 CREEK VIEW DRIVE CARLISLE, PA 17013 RE: Estate of LEIDIGH LOUISE M File Number: 2004-00576 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/12/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh' Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register or Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 4/25/2006 LEIDIGH RONALD T 12 HILL STREET MT HOLLY SPRINGS, PA 17065 RE: Estate of LEIDIGH LOUISE M File Number: 2004-00576 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/12/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, 6~~:,~ Clerk of the Orphans' Court cc: File Counsel ij~'" ..:' ~"'1l' t ';. e ~ , , Register ofWiHs of Cunlbedand County STATUS REPORT 1:JNDER RULE 6.12 Name of Decedent: .'L//S/~ 7> )""', ... /~ z/ j\/C:' H Date of Death: .j'IL/&" / ') -<; -' 2 c: ('i L/ Estate No.: 2 ,~ c- ij - C {';~> 7 ~. 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 M' No 0 /r:the.an.s~er is. No, ~tate when the personal representative reasonably believes that the aClImmstratlon 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 0 No [0' b. The separate Orphans' Court No. (if any) for the personal representative's account is: Ai A c. Did the person~epresentative state an account informally to the pfu"'iies in interest? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: (~"J-/ c" :s/c'(. . . ~~~ (II. ~/(.;,)/c(/~ Signature </~I ,z- c. t Name 9: c/o /2' g Er< (, / t::::- cc. be: tf r!/Z L / <;i c-- r9 kG" 11'")/ c= /I) ! [;.) c /vc..:=:/c- Address '-/1 7 (/f60 . 7 L.d; t/ 0.: -;1:' :~~~Ii . , . , _" ~<,~ i~_,' "r: r ;' l " . ',_ _ ;.J Telephone No. Capacity: ~Personal Representative o Counsel for personal representative rc; ! . \ / ..,' c5' ~~\\J Register of Wi Us of Cumberland County STATUS REPORT lTl\1])ER RULE 6.12 Name ofDecedent: L. OLl.-; S ~ '(1\, lJ>. ~ J \3 h Date of Death: JuV\., ~ \'d--.- ~ oc) y Estate No.: oJ-a 0 L.\ .- 0 0 S'7 lp 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 J2j:::' No 0 2. If the answer is No, state when the personal re res nt tive 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 0 No.f2? b. The separate Orphans' Court No. (if any) for the personal representative's account is: "-J J n ' / c. Did the personal representative state an account informally to the p3.l-ties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report ~. Date:5"-63-0lp i€~U S. .t~~1J K~\)~\~..\ _Let~~3~ Name I ~ t-h II S'-\-'-t.Q 'e + tYrl, tI"lL Sr1\--WvU~ f~ 17010') Address --r-t ( 7 r7-~~c.o-/4 8l Telephone No. .~i .~~ :'~ "< C~pacity: ",;,-ioj,.) ~Personal Representative o Counsel for personal representative ....:\.),....:-'.~j '-.l- ~. \'v -. \ \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WAGNER CAROL A 9 CREEK VI EW DRIVE CARLISLE, PA 17013 --..---- fold ESTATE INFORMATION: SSN: 172-24-8578 FILE NUMBER: 2104-0576 DECEDENT NAME: LEIDIGH LOUISE M DA TE OF PAYMENT: 05/09/2007 POSTMARK DATE: 05/09/2007 COUNTY: CUMBERLAND DATE OF DEATH: 06/12/2004 NO. CD 008136 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,936.33 I I I I I I I I TOTAL AMOUNT PAID: $1,936.33 REMARKS: RECEIPT TO ATTORNEY CHECK# 41 01 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LEIDIGH RONALD T 12 HILL STREET MT HOLLY SPRINGS, PA 17065 -----.-- fold ESTATE INFORMATION: SSN: 172-24-8578 FILE NUMBER: 2104-0576 DECEDENT NAME: LEIDIGH LOUISE M DATE OF PAYMENT: 05/09/2007 POSTMARK DATE: 05/09/2007 COUNTY: CUMBERLAND DATE OF DEATH: 06/12/2004 NO. CD 008137 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,936.33 I I I I I I I I TOTAL AMOUNT PAID: $1,936.33 REMARKS: RECEIPT TO ATTORNEY CHECK# 6603 INITIALS: AJW RECEIVED BY: SEAL REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS ..-I 15056041147 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 REV-1500 OFFICIAL USE ONLY County Code INHERITANCE TAX RETURN 21 RESIDENT DECEDENT Year File Number 04 0576 Date of Birth 172248578 06122004 07271912 Decedent's Last Name LEIDIGH Suffix Decedent's First Name LOUISE MI M (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 )C 1. Original Return 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12-12-82) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 2. Supplemental Return ,~ 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) o 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) ~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame . Daytime Telephone Number IVO V OTTO III 7172433341 Firm Name (If Applicable) MARTSON LAW OFFICES -' REGISTER OF~S USE ()~ Y . -:; ...::::; First line of address 10 EAST HIGH STREET [? ::-- .~ ., -.( I t.:; Second line of address .1:. , I DATE FILED ~? . ! f City or Post Office CARLISLE State PA ZIP Code 17013 - Correspondent's e-mail address:iotto@martsonlaw.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. SIGNATURE OF PERSON RESPONSIB FOR FILING RETURN DATE Carol A. Wagner Ivo V Otto III 10 East High Street, Carlisle, PA 17013 Side 1 L 15056041147 15056041147 ..-I ---I 15056042148 REV-1500 EX Decedent's Name: La u i se M. Le i dig h RECAPITULATION Decedent's Social Security Number 172248578 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. 8,205.85 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............ 7. 78,458.88 86,664.73 - --.-------.---...--..---- ---- 4,364.93 6,412.61 10,777.54 75,887.19 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. 75,887.19 TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 o .00 15. o .00 16. 3,414.92 o . 0 0 17. 18. o . 00 19. 3,414.92 o .00 75,887.19 o .00 19. Tax Due............................................................................................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. D Side 2 L 15056042148 15056042148 ---I REV -1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Louise M. leidigh I--~~-- STREET ADDRESS 422 Walnut Bottom Road File Number 21-04-0576 -~ CITY -~-r STATE- i PA ZIP Carlisle 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 3,414.92 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 457.74 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (3) (4) (5) (5A) (5B) 457.74 3,872.66 3,872.66 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;............................._............................................... x b. retain the right to designate who shall use the property transferred or its income;................................ x c. retain a reversionary interest; or............................................................................................................ x d. receive the promise for life of either payments, benefits or care?........................................................... x 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:?....... _x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.............................. _................................................................................. 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 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. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on \he net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (i1)]. The statutecloes 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)]. 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) [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 twelve (12) percent [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. Rev-15G8 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTV COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Leidigh, Louise M. FILE NUMBER 21-04-0576 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 M&T Bank checking, account #0000573760 VALUE AT DATE OF DEATH 4.438.52 2 United Church of Christ Homes, refund 3.767.33 TOTAL (Also enter on Line 5, Recapitulation) 8.205.85 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Leidigh, Louise M. FILE NUMBER 21-04-0576 ESTATE OF This schedule must be completed and filed ilthe answer to any 01 questions 1 through 4 on the reverse side 01 the REY-1500 COYER SHEET is yes. ITEM ............"'".. IV'''' vr ~ Y DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Thrivent IRA, account #L T0003257 - 31.542.62 100.000 31.542.62 Beneficiaries: Carol A. Wagner, daughter, 50%; Ronald T. Leidigh, son, 500/0 2 Thrivent LB Money Market Fd-A, account 46.916.26 100.000 46.916.26 #70-7535002 - Beneficiaries: Carol A. Wagner, daughter, 50%; Ronald T. Leidigh, son, 50% TOTAL (Also enter on Line 7, Recapitulation) 78.458.88 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc, Form PA.1500 Schedule G (Rev. 6-98) REV-1151 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leidigh, Louise M. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State _ Zip 2. Attorney's Fees Martson Law Offices (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Cumberland County Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) Copyright (c) 2002 form software only The Lackner Group, Inc. FILE NUMBER 21-04-0576 AMOUNT 822.24 3,325.00 108.00 109.69 4,364.93 Form PA.1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Leidigh, Louise M. IFILE NUMBER 21-04-0576 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Evangelical Lutheran Church, Mt. Holly Springs, PA - Ministerial donation and funeral luncheon 500.00 2 The Whimsical Poppy, Mt. Holly Springs, PA, funeral flowers 322.24 Subtotal 822.24 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leidigh, Louise M. FILE NUMBER 21-04-0576 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland County Register of Wills, filing fee, Inheritance Tax return 15.00 2 Hollinger Funeral Home, death certificates 25.00 3 Postage 4.65 4 The Sentinel, funeral notice 65.04 Subtotal 109.69 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leidigh, Louise M. FILE NUMBER 21-04-0576 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Carlisle Regional Medical Center, account payable VALUE AT DATE OF DEATH 18.59 2 Central Penn Medical Group Emergency, account payable 12.00 3 PharMerica, account payable 2.38 4 Three Springs Family Practice, account payable 116.78 5 United Church of Christ Homes, account payable 6.245.29 6 Vascular Associates, account payable 17.57 TOTAL (Also enter on line 10, Recapitulation) 6,412.61 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule I (Rev. 6-98) REV.1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Leidigh, Louise M. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee/sl FILE NUMBER 21-04-0576 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 Ronald T. Leidigh 12 Hill Street Mount Holly Springs, PA 17065 Son One-half of Estate residue 39,229.44 2 Carol A. Wagner 9 Creekview Drive Carlisle, PA 17015 Daughter One-half of estate residue 39,229.44 3 Estate expenses in excess of Schedule E assets were paid from Schedule G assets Total 78,458.88 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule J (Rev. 6-98) F \FILES\DA T AFlLE\ WILLS\6275. wil ORIGINAL RETAINI!D BY: LAW OR'ICES .:Ma'tbon. fbl!a'tJo'tff. <"William! 5 C"fh' A PROFESSIONAL CORPORA110'N TEN EAST HIGH STREET CARlISll!. PA I'1013 (7171 243-3341 LAST WILL AND TESTAMENT I, LOUISE M. LEIDIGH, of the Borough of Mt. Holly Springs, Cumberland County, Pennsy lvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, in equal shares, unto my children, CAROL A. WAGNER and RONALD T. LEIDIGH, absolutely. 3. I nominate, constitute and appoint my said children, CAROL A. WAGNER and RONALD T. LEIDIGH, as Executors of my estate. 4. I direct that my Executors shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 5. I authorize and empower my Executors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and ~ Page 1 of 3 Pages "" preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any ofthese powers. In addition, I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 3 "^ ,~OO. day of ~ i'~ Jir. (~) Louise M. Leidigh SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed ;n~~ ~i~S; :;:p~rnre OfiliiVj;: :;;;;-1;;: Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, LouiseM. Leidigh, E.I<'tt-lAJ.ti. {l;~n-er ,andJJ.JlI'"--,, F: fY\Ii.~lnV the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each ofthe witnesses, in the presence and hearing ofthe Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. .t ~ ",,-~~~:4 '" Testatrix ~. Subscribed, sworn to and acknowledged before me by Louise M. Leidigh, the Testatrix, and subsc~bed. and sworn to before me by E, ~1 YvtirJ.. LJ ~ er and W/l J I ({./nF t'vl6.r--4s OJ1. , the witnesses, this 3rd. day of J u.r..L ,2000. C~..AX~e.-) Notary Public NOTARIAL SEAL CORfUNE L. MYERS, Notary Public Carlisle 80.'0, CUmberlandCoun. ty I I. ,=~~.wA.tM., ,.aQ.Q~. Page 3 of 3 Pages Pa. O.C. Rule 6.12 STATUS REPORT CUMBERLAND COUNTY, PENNSYLVANIA ~EGISTER OF WILLS OF Name of Decedent: Date of Death: Louise M. Leidigh 06/12/2004 File Number: 21-04-0576 Pursuamt to Pa. O.C. Rule 6.12, 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: 00 Yes D 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: Date Form RW-10 Rev. 1()'13-2006 a. Did the personal representative file a final account with the Court? DYes 00 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? DYes 00 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. 7//'?/c:> 7 ~) OOJ-- Signature of Person Filing this Form ..:r o N ::c 0... Capacity: D Personal Representative 00 Counsel <C (L 1-- a: _,.: :=:'Cl u-oc; Ou x:: en 0:::- :::J:i (" <.)::r: 1;, o..C' o:~ o=:) <.) Ivo V Otto III Name of Person Filing this Form 10 East High Street en ....J => --, r- c:::;) =' <-...a Address Carlisle, PA 17013 City, State, Zip 717-243-3341 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc, QlYJ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . .. .. ,.NOTICE OF INHERITANCE TAX AepiRAI~EI1ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) DATE 07-09-2007 ESTATE OF LEIDIGH LOUISE M DATE OF DEATH 06-12-2004 FILE NUMBER 21 04-0576 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-07-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEIDIGH LOUISE M FILE NO. 21 04-0576 ACN 101 DATE 07-09-2007 Z007,JUL 13 Prl it: 36 OHr~' IVO V OTTO III Ct! MARTSON LAW OFFICES 10 E HIGH ST CARLISLE PA 17013 TAX RETURN WAS: (X) ACCEPTED AS FILED } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C) 4. Mo~tgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E) 6. Jointly Owned P~ope~ty (Schedule F) 7. T~ansfe~s (Schedule G) (D (2) (3) (4) (5) (6) (7J .00 .00 .00 .00 8,205.85 .00 78,458.88 (8) NOTE: To insu~e p~ope~ c~edit to you~ account, submit the uppe~ po~tion of this fo~m with you~ tax payment. 8. Total Assets 86,664.73 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mo~tgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Retu~n (9) Cl O} 4,364.93 6.412.61 ClD Cl2} 13. 14. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J) Net Value of Estate Subject to Tax Cl3} Cl4} IO.777.'i4 75,887.19 .00 75,887.19 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal ~ate 16. Amount of Line 14 taxable at Lineal/Class A ~ate 17. Amount of Line 14 at Sibling ~ate NOTE: 18. Amount of Line 14 taxable at Collate~al/Class B ~ate 19. P~incipal Tax Due TAX CREDITS: PAYMENT DATE 05-09-2007 05-09-2007 Cl5} Cl6} Cl7J Cl8} .00 X 00 .00 75,887.19 X 045 _ 3,414.92 .00 X 12 .00 .00 X 15 .00 Cl9}= 3,414.92 RECEIPT NUMBER CD008136 CD008137 DISCOUNT (+) INTEREST/PEN PAID (-) .00 457.74- AMOUNT PAID 1,936.33 1,936.33 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-10-2007 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 3,414.92 .00 15.60 15.60 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE """1",~t"\r-,~.- .JNHERITANCE TAX '\CI,Ji-(!:::CsrAifiMENT OF ACCOUNT *' REV-1607 EX AFP <03-05) za07 AUG '0 AM":' 9 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-06-2007 LEIDIGH 06-12-2004 21 04-0576 CUMBERLAND 101 LOUISE M CLERK OF IVO V OTTO II I q~t1~,I\~'S _COURT MARTSON LAW OFFICES CU,V!!';', '. ,,' ,V". PA 10 E HIGH ST CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT .** ESTATE OF LEIDIGH LOUISE M FILE NO. 21 04-0576 ACN 101 DATE 08-06-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT. BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-02-2007 PRINCIPAL TAX DUE: 3,414.92 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-09-2007 CD008136 .00 1,936.33 05-09-2007 CD008137 457.74- 1,936.33 07-13-2007 CD008398 15.60- 15.60 TOTAL TAX CREDIT 3,414.92 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 II SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~