HomeMy WebLinkAbout03-0254PETITION FOR PROBATE
Estate of CATHERINE ALBERTA LEHMER,
also known as C. ALBERTA LEHMER,
Deceased.
Social Security No. 178-16-4009
and
No.
To:
GRANT OF LETTERS
Regfite'r ol'Wills t0r the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older, is the executor named in the last will of the above
decedent, dated March 16, 1994, and codicil(s) dated: NONE
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
her last family or principal residence at The Woods, 824 Lisbum Road, Camp Hill (Lower Allen
Township).
(list street, number and municipality)
Decedent, then 85 years of age, died on March 14, 2003, at 824 Lisburn Road, Camp Hill, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: NONE
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 13,000.00
(If not domiciled in Pa.) Personal Property in Pennsylvania
(If not domiciled in Pa.) Personal Property in County
Value of real estate in Pennsylvania $ 0.00
situated as follows: NONE
WHEREFORE, petitioner respectfully requests the probate
presented herewith and the grant of letters testamentary thereon.
(testamentau; adminisltation c.t.a.; administration d.b.n.c.ta.)
of the last will
Donald E. Lehmer
2 Homestead Lane
Camp Hill, PA 17011
OATH OF PERSONAL
COMMONWEALTH OF PENNSYLVANIA /
COUNTY OF CUMBERLAND / SS
REPRESENTATIVE
The petitioner above-narc, ed swears or affirms that the statements in the foregoing petition are tree and
correct to the best of the knowledge and belief of petitioner and that as personal representative of the above
decedent, petitioner will well and truly administer the estate.._.~q,~according to
Sworn to or affh'rned and subscribed before me ,_~
'tronald E. Lehn~er
~ this 24'atmyqlQ..March, .,~ ~2003
~'- ..... ,' " - t/Register
Donna .~I. Otto, 1st Deputy (-/~
No. 21-2003-254
Lehmer
Estate of Catherine Alberta Lehmer, a/lr/a C. Alberta ~ Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
March 24th
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 16, 1994
described therein bc admitted to probate and filed of record as the last will of
Catherine Alberta Lehmer, a/k/a C. Alberta Lehmer
and Letters T~.qt-.ament-.ary
are hereby granted to Donald E. Lehmer
~x~r, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $ 5 0.0 0
Short Certificates(5 ) .......... $. 15.0 0
~aam~i~Rx.. x.-.p ages..(. 5 ~. 15.00
10.00
JCP $.
TOTAL__$ 90.00
Filed .MOt. Cb...2.4. t..h..',.'..2..0.Q .3 ............
Donna Iq. O~}~/~i~e, rffs~illaDeputy ~
George A. Vauqhn, III 25650
ATTORNEY (Sup. Ct. I.D. No.)
3904 Trindle Road,
.a~DDRESS
717-975-9~02
PHONE
Camp Hill, PA 17011
~AILED LETTERS TO ATTORNEY GEORGE A. VAUGHN Iii on 3/24/03
21-2003-254
~ILL
OF
CATHERINE ALBERTA LEItMER
I, CATHERINE ALBERTA LE[~[ER, also known as C. ALBERTA LEHMER, of the Borough of
Lemoyne, Cumberland County, Pennsylvania, declare this to be my last will and revoke
any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
cable after my decease as a part of the expense of the administration of my estate.
ITEM II. I give and bequeath that certain painting of a covered bridge now in my
living room to my son, ROBERT F. LEHMER, of Bradenton, Florida, provided he survives my
death by thirty (30) days. Ii my son, Robert F. Lehmer, predeceases me or is deceased
on the thirty-first day, I give and bequeath such painting to my grandson, ROBERT L.
LEHMER, of Charleston, South Carolina.
ITEM III. I give and bequeath the remainder of my ten-piece oak bedroom suite to
my son, DONALD E. LEHMER, of Camp Hill, Pennsylvania, provided he survives my death by
thirty (30) days. In the event my son, Donald E. Lehmer, predeceases me or is deceased
on the thirty-first day following my death, I give and bequeath the remainder of such
bedroom suite to my daughter-in-law, TILLIE M. LEHMER, of Camp Hill, Pennsylvania.
ITEM I¥. I give and bequeath the remainder of my household goods, jewelry, and
all other articles of household and personal use, equipment and ornament~ together with
all insurance thereon and relating thereto, in equal shares to those of my issue, per
stirpes, who survive my death by thirty (30) days.
ITEM ¥. I give and devise the real property I own at 807 Bosler Avenue, Lemoyne,
Pennsylvania, or any other real property which may be my principal abode at my death,
together with all insurance thereon and relating thereto, in equal shares to those of
my issue, per stirpes, who survive my death by thirty (30) days, subject, however, to
the license or privilege, personal to my friend, WILLIAM T. SHANK (provided he survives
my death) to continue to reside in such real property for a period of up to one year
from the date of my death so long as he Days all costs of maintenance thereof,
including real estate taxes, municipal assessments, insurance, and ordinary repairs.
I~M ¥I. I give, devise, and bequeath all the rest, residue, and remainder of
my possessions and estate of every nature and wherever situate in equal shares to those
of my issue, Der stirpes, who survive my death by thirty (30) days.
ITEM ¥II. I appoint my son, DONALD E. LEHMER, and in the event he fails to
qualify or ceases to serve hereunder, I appoint my grandson, ROBERT L. LEHMER, guardian
of any property which passes, either under this will or otherwise, to a minor or to any
person adjudged by any court of competent jurisdiction to be mentally incompetent to
care ior such property and his or her own affairs, and with respect to which I am
authorized to appoint a guardian and have not otherwise appointed a guardian or
trustee. Such guardian shall have the power to use principal as well as income from
time to time for the person's education, support, and welfare without regard to his or
her parent's ability to provide for such education, support, or welfare, and to make
such payment for these purposes, without further responsibility, directly to such
person or to the parent of any person taking care of such person.
ITEM ¥III. I appoint my son, DONALD E. LEHMER, executor of this my last will.
'Should my said son predecease me or otherwise fail to qualify or cease to serve as
executor of this my last will, I appoint my grandson, ROBERT L. LEHMER, executor of
this my last will.
ITEM IX. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will,
I hereby give to my personal representatives the following powers and authorities
effective without court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution in cash or in kind, or partly
in cash and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by them; to invest in all forms of
property, including any stock or other securities in any corporate fiduciary or its
successor without restriction to investments authorized for Pennsylvania fiduciaries,
as my personal representatives deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at public or private sale,
to exchange, or to lease for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and upon such terms or
3
conditions as my personal representatives deem proper; and to allocate receipts and
expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITEM X. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~3-~ day
of ,
CATHERINE ALBERTA LEHMER
The preceding instrument, consisting of this and four other typewritten pages,
each identified by the signature of the testatrix was on the date thereof signed,
published, and declared by CA?HERINE ALBERTA LEHMER, the testatrix therein named, as
and for her last will, in the presence of us, who at her request, in her presence, and
in the presence of each other, have subscribed our names as witnesses hereto.
e h. vaugh~, III
Bart DeLone
COMMONWEALTH OF PBNNSYLVANIA
COUNTY OF CUMBERLAND
The undersigned, being the testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does hereby
acknowledge that I signed and executed the foregoing instrument as my last will,
that I signed it willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged
the teAta~rix named abore
Notary Pub~[ / ~ NOTARIAL S~AL
WENDY S. BLAIR, Notary Public
[emoyne Boro, Cumberland {ounfy, Pa.
vw Curnr?ss~on Expires May 6, 1995
COMMONWEALTH OF PENNSYLVANIA )
( 88.:
COUNTY OF CUMBERLAND )
WE, GEORGE A. VAUGHN, III, and J. BART DeLONE, the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw the testatrix sign and execute
the instrument as her last will; that she signed it willingly and that she executed
it as her free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the testatrix signed the will as witnesses; and that
to the best of our knowledge, the testatrix was at that time 18 or more years of
age, of sound mind, and under no constraint or undue influence.
Sworn or affirmed to and
a~knowledged before, .me this
I ~OT/t,,~ !/,L EL!AL
Lemoyne Boro, Cum;:sriand County, Pa. J
My Commission Expires May 6, 1995
I
e A ~/Vauqhn,/.~II
ANDES, VAUGHN & BANGS
ATTORNEYS AT LAW
51~5 NORTH TW'ELFTH STREET
R 0. BOX 168
LEMOYNE, PENNSYLVANIA 17043
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
No.:
CATHERINE ALBERTA LEHMER
MARCH 14, 2003
2003-254
I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the beneficiaries and/or potential intestate heirs of the above-
captioned estate as listed on Schedule A attached hereto on April 14, 2003.
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: April 14, 2003
- ('~/ ' at Law
G~aughn, III, Attorney
3904 Trindle Road
Camp Hill, PA 17011
(717) 976-9102
Counsel for Personal Representative
SCHEDULE A
Mr. Donald E. Lehmer
2 Homestead Lane
Camp Hill, PA 17011
Mr. Robert F. Lehmer
1004 Redbank Road, Lot 75
Goose Creek, SC 29445
George A. Vaughn, III
Attorney at Law
3904 Trindle Road
Camp Hill, Pennsylvania 1 7011
(717) 975-9102
FAX (717) 975-9105
jUne 10, 2003
Donna M. Otto, First Deputy
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
Estate of Catherine Alberta Lehmer
File No. 2003-254
Dear Ms. Otto:
Enclosed is a check in the amoUnt of $500.00 payable to your office. This represents
estimated payment of the Inheritance Tax Liability for this estate. The decedent died on March
14, 2003. Therefore, this payment is being made within the discoUnt and should be processed
accordingly.
Kindly return your Official Receipts to me in the enclosed, stamped, pre-addressed
envelope. Contact me if you have any questions.
Very truly yours,
GAV/nlb
Enclosure
George A. Vaughn, III
Attorney at Law ~ G'
George A. Vaughn, III
Attorney at Law
3904 Trindle Road
Camp Hill, PA 17011
Donna M. Otto, First Deputy
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002670
VAUGHN GEORGE A III ESQ
3904 TRINDLE ROAD
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 178-16-4009
FILE NUMBER: 2103-0254
DECEDENT NAME: LEHMER CATHERINE ALBERTA
DATE OF PAYMENT: 06/11/2003
POSTMARK DATE: 06/1 0/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 03/14/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $500.00
REMARKS:
TOTAL AMOUNT PAID:
DONALD E LEHMER
C/O GEORGE A VAUGHN III ESQ.
$500.00
SEAL
CHECK//1008
INITIALS: DO
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lehmer Catherine Alberta
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
03/14/2003 05/15/1917
(IF APPLICABLE) SURV VlNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-03-254
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
178-16-4009
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
L~1' Original Return ~'4~.' SupplemeOtal Return H
4. Limited Estate . Future Interest Compromise (date of deAh after 12-12~82)
6. Decedent Died Testate Decedent Maintained a Living Trust 0
(Attach copy of Will) (Attach copy of Trust)
~ 9. Litigation Proceeds Received [~10. Spousal Poverty Credlt / / [---]
(date of death between 12-31-9~i and 1 - 1-95)
NAME
George A. Vau~;hn III
FIRM NAME (If Applicable)
COMPLETE MAILINg/ADDRESS
(date of death
3. Remainder Return priorto 12-13-82)
5. Federal Estate Tax Return Required
6. Total Number of Safe Deposit Boxes
TELEPHONE NUMBER
717/975- 9102
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
13.
11. Election to tax under Sec. 9113(A)
(Attach Sch O)
3904 ~indle ~pad
Camp.'Hill, PA~011
None
None
None
None
14,401.04
None
None
2,165.00
973.35
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
14.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
X .0 0
X .0 45
X .12
X .15
11,262.69
,; q
"~'~ OFFICIiL USE ONLY
(8) 14,401.04
(11) 3,138.35
(12) 11,262.69
(13)
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
16. Amount of Line 14 taxable at collateral rate
19. Tax Due
(14) 11,262.69
(16) 0.00
(16) 506.82
(17) 0.00
(18). 0.00
(19) 506.82
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
2 Homestead Lane
CITY
Camp Hill
STATE
?A
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
?. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
500.00
25.34
Interest/Penalty if applicable D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
ZIP
17011
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
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
;. retain the use or income of the property transferred; ......................... ~ ~
· 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? ...................
Z. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ [~ r-~
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? ................................ [~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
506.82
525.34
0.00
18.52
0.00
0.00
0.00
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.
SIGNATUREOF PERSON R~SPONSlBLE FOR FILING RETURN Donald E Lehmer DATE
~ I ~ ~ /) 2 Homest;ad Lane ! ,
FCr¢,' ......................... clh rio3
SIGNAT,,~'E OF PREPARER ~3TI;IER THAN.~,EPRESENTATIVE Georoe,, ^. Vauohn,, III DA'T{[ ·
3904 Trindle Roa
- - - - - .........................
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. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 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.
Copyright (c) ?000 form software only The Lackner Group, Inc. Form REV-15QQ EX (Rev. 6-00)
REV- 1508 EX + (1-97/
COMMONWEALTH OFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Catherine Alberta Lehmer SS~/ 178-16-4009 03/14/2003 21-03-254
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Principal balance 13,147.47
2
4
5
Allfirst Bank; checking account #00549-2162-7 -
as of date of death
Allfirst Bank; checking account #00549-2162-7 -
to date of death
Allfirst Bank; checking account #00549-2162-7
in possession negotiated after date of death
Interest accruted
Uncashed checks
United States Treasury - Refund of overpaid federal income tax
Consolidated Radium - Final pension payment
0.25
393.24
729.00
131.08
TOTAL (Also enter on line 5, Recapitulation) $ 14,401.04
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1 ~ EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Catherine Alberta Lehmer
Debt~
ITEM
NUMBER
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
SS# 178-16-4009 03/14/2003 21-03-254
of decedent must be reported on Schedule I.
DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Donald E. Lehmer - Reimbursement for funeral banquet
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Donald E. Lehmer
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 2 Homestead Lane
City Camp Hill State PA
expense
Year(s) Commission Paid:
zip l7011
Attorney's Fees George A. Vaughn III
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
State Zip
- Filing fee for PA inheritance tax return
350.00
600.00
TOTAL (Also enter on line 9, Recapitulation) $ 2,165.00
(If mere space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
15.00
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Register of Wills
90.00
1,110.00
Estate of: Catherine Alberta Lehmer
Soc Sec #: 178-16-4009
Date of Death: 03/14/2003
Continuation of Schedule H-Bi
(Personal Representative's Commissions)
Item Description
Amount
Donald E. Lehmer - Executor's commission
600.00
600.00
Estate of: Catherine Alberta Lehmer
Soc Sec #: 178-16-4009
Date of Death: 03/14/2003
Continuation of Schedule H-B2
(Attorney's Fees)
Item Description
Amount
George A. Vaughn, III ~ Payment of interim attorney's fee
George A. Vaughn, III Payment of interim attorney's fee
George A. Vaughn, III Payment of final attorney's fee
285.00
375.00
45O.O0
1,110.00
Estate of: Catherine Alberta Lehmer
Soc Sec #: 178-16-4009
Date of Death: 03/14/2003
Continuation of Schedule H-B4
(Probate Fees)
Item Description
Amount
Register of Wills - Probate fee
90.00
90.00
REV- 151::' EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Catherine Alberta Lehmer
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 178-16-4009 03/14/2003
FILENUMBER
21-03-254
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
2
3
4
5
6
7
Alert Pharmacy - Unpaid bill for prescription drugs received by
decedent
Bonnie Miller, Tax Collector - Bill for per capita tax
Quantum Imaging Radiologic services provided to decedent
Sue Tobias Beautician services provided to decedent
Verizon - Unpaid bill for telephone services received by deceden'
West Shore EMS - Ambulance services provided to decedent
West Shore EMS - Additional ambulance services provided to
decedent
AMOUNT
34O.75
9.80
52.49
25.00
8.96
73.15
463.20
TOTAL (Also enter on line 10, Recapitulation) $ 973.35
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Catherine Alberta Lehmer
NUMBER
II.
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
FILE NUMBER
SS~/ 178-16-4009 03/14/2003 21-03-254
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116~1.Z)]
Donald E. Lehmer
2 Homestead Lane
Camp Hill, PA 17011
Robert F. Lehmer, Jr.
1004 Redbank Road
Lot 75
Goose Creek, SC 29445
Son
Son
AMOUNT OR SHARE
OF ESTATE
0ne-half
One-half
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
NILL
OF
CATHERINE ALBERTA LEHMER
I, CATHERINE ALBERTA LEHMER, also known as C. ALBERTA LEHHER, of the Borough of
Lemoyne, Cumberland County, Pennsylvania, declare this to be my last will and revoke
any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
cable after my decease as a part of the expense of the administration of my estate.
ITEM II. I give and bequeath that certain painting of a covered bridge now in my
living room to my son, ROBERT F. LEHMER, of Bradenton, Florida, provided he survives my
death by thirty (30) days. If my son, Robert F. Lehmer, predeceases me or is deceased
on the thirty-first day, I give and bequeath such painting to my grandson, ROBERT L.
LEHMER, of Charleston, South Carolina.
ITEM III. I give and bequeath the remainder of my ten-piece oak bedroom suite to
my son, DONALD E. LEHMER, of Camp Hill, Pennsylvania, provided he survives my death by
thirty (30) days. In the event my son, Donald E. Lehmer, predeceases me or is deceased
on the thirty-first day following my death, I give and bequeath the remainder of such
bedroom suite to my daughter-in-law, TILLIE M. LEHMER, of Camp Hill, Pennsylvania.
ITel IV. I give and bequeath the remainder of my household goods, jewelry, and
all other articles of household and personal use, equipment a~d ornament~ together with
all insurance thereon and relating thereto, in equal shares to those of my issue, per
stirpes, who survive my death by thirty (30) days.
ITl~i ¥. I give and devise the real property I own at 807 Bosler Avenue, Lemoyne,
Pennsylvania, or any other real property which may be my principal abode at my death,
together with all insurance thereon and relating thereto, in equal shares to those of
my issue, per stirpes, who survive my death by thirty (30) days, subject, however, to
the license or privilege, personal to my friend WILLIAM T. SHANK (provided he survives
'
my death) to continue to reside in such real property for a period of up to one year
from the date of my death so long as he pays all costs of maintenance thereof,
estate taxes, municipal assessments, insurance, and ordinary repairs.
including
real
ITI~ VI. I give, devise, and bequeath all the rest, residue, and remainder of
my possessions and estate of every nature and wherever situate in equal shares to those
of my issue, per stirpes, who survive death by thirty (30)
my
days.
ITBN VII. I appoint my son, DONALD E. LEHMER, and in the event he fails to
qualify or ceases to serve hereunder, I appoint my grandson, ROBERT L. LEHMER, guardian
of any property which passes, either under this will or otherwise, to a minor or to any
person adjudged by any court of competent jurisdiction to be mentally to
incompetent
care for such property and his or her o~rn affairs, and with respect to which I am
authorized to appoint a guardian and have not otherwise appointed a guardian or
trustee. Such guardian shall have the power to use principal as well as income from
time to time for the person's education, support, and welfare without regard to his or
her parent's ability to provide for such education, support, or welfare, and to make
such payment for these purposes, without further responsibility, directly to such
person or to the parent of any person taking care of such person.
ITEM VIII. I appoint my son, DONALD E. LEHMER, executor of this my last will.
'Should my said son predecease me or otherwise fail to qualify or cease to serve as
executor of this my last will, I appoint my grandson, ROBERT L. LEHMER, executor of
this my last will.
ITEM IX. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will,
I hereby give to my personal representatives the following powers and authorities
effective without court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution in cash or in kind, or partly
in cash and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by them; to invest in all forms of
property, including any stock or other securities in any corporate fiduciary or its
successor without restriction to investments authorized for Pennsylvania fiduciaries,
as my personal representatives deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at public or private sale,
to exchange, or to lease for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and upon such terms or
conditions as my personal representatives deem proper; and to allocate receipts and
expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITEM X. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN #ITNESS i/fl~P~F, I have hereunto set my hand and seal this /~3-~ day
of ,
CATHERINE ALBERTA LEHMER
The preceding instrument, consisting of this and four other typewritten pages,
each identified by the signature of the testatrix was on the date thereof signed,
published, and declared by CA?XBRINE ALBERTA L~XMBR, the testatrix therein named, as
and for her last will, in the presence of us, who at her request, in her presence, and
in the presence of each other, have subscribed our names as witnesses hereto.
e ~. Vaugh~, III
Bart DeLone
COI~ON~E~LTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUmBeRLAND )
The undersigned, being the testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does hereby
acknowledge that I signed and executed the foregoing instrument as my last will,
that I signed it willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged
befor~ .me by the testatrix named abo~e
WEND¥ S. BLAIR, Nota~ Public
j L. emoyne Bore, Cumberland CounW, Pa.
My C~mm~issicn Expires May 6, 1995
COMMONWEALTH OF PE~SYLV~NI~ )
(
COU~Y OF CUMBERLA~ )
WE, GEORGE A. VAUGHN, III, and J. B~RT DeLONE, the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw the testatrix sign and execute
the instrument as her last will; that she signed it willingly and that she executed
it as her free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the testatrix signed the will as witnesses; and that
to the best of our knowledge, the testatrix was at that time 18 or more years of
age, of sound mind, and under no constraint or undue influence.
Sworn or affirmed to and
acknowledged before .me this
I
Lernoyne Bore. Cmr;.~z:i~nd County, Pa. J
My Commission Expires May 6, t995
Ba~ DeLon~"
BUREAU OF INDIVIDUAL TAXES
XNHERZTANCE TAX DXV/SXDN
DEPT. 280601
HARRTSBURG, PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-16~i? EX AFP C01-05)
GEORGE A VAUGHN III
$90q TRINDLE RD
CAMP HILL
DATE 10-27-2005
ESTATE OF LEHMER
DATE OF DEATH 03-1q-2003
FILE NUMBER 21 03-025q
COUNTY CUMBERLAND
ACN 101
I Aeoun~ Reei~ed
CATHERINE A
MAKE CHECK PAYABLE AND REM'rT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TH]:S LINE ~ RETAIN LONER PORT]:ON FOR YOUR RECORDS ~
REV-15&7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR
DXSALLO#ANCE OF DEDUCTXONS AND ASSESSMENT OF TAX
ESTATE OF LEHMER CATHERINE AFZLE NO. 21 03-025q ACN 101 DATE 10-27-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNZNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/M/so. Personal Property (Schedule E) (5)
6. do/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cos*s/M/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Tote1 Deductions
12. Nat Value of Tax Return
lq/qO1
O0 NOTE: To insure proper
O0 credit to your account,
O0 submit the upper port/on
O0 of this form with your
tax payment.
0q
O0
O0
(8)
2,165.00
973.35
13.
lq.
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line lq at Spousal rata
16. Amount of Line Zq taxable at Lineal/Class A rata
17. Amount of Line lq at S/bl/ng rata
18. Amount of L/ne Xq taxable mt CoXleteraX/CXass B rata
19. Pr/nc/pm1 Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
lq,q01.0q
(15) .00 x O0 = .00
(16) 11,262.69 x OR5 = 506.82
(17) .00 x 12 = . O0
(18) .00 x 15 = .00
(19)= 506.82
06-10-2003
IO-ZO-ZO03
CD002670
REFUND
UI$COUNT
INTEREST/PEN PAID (-)
25.3q
.00
AMOUNT PAID
500.00
18.52-
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
506.82
.00
.00
.00
( 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 TH~S FORM FOR INSTRUCTIONS.)
Cher/tabXe/governeantal Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0
Net VeXue of Estate Sub,oct to Tax (lq) 11,262.69
Zf an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
(11) 3.138.35
(12) 11,262.69
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND [CR):
OBJECTIONS:
ADNIN-
ZSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (co110tmral) beneficiaries of tho decedent after the expiration of any estate for
life ar for years, tho Coamonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (co110tmra1) rate on any such future interest.
To ~ulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TI P.S.
Section
Detach the top portion of this Notice and submit aith your payment to the Register of gills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ZLLSj AGENT
A refund of a tax credit, ahich ems not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Hills, any of the Z3 Revenue District Offices, or by calZing the special 24-hour
answering service for forms ordering: 1-800-36Z-ZOSO) services for taxpayers aith special hearing and / or
speaking.needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied aith the appraisement, a11oaance, or disalloaance of deductions, or assessment
of tax (including discount or interest) es sheen on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue,
Bureau of individual Taxes, ATTN: Post Assessment Raviea Unit, Dept. Z80601, Harrisburg, PA 171Z8-060!
Phone (717) 787-6SOS. Sam page 5 of the bookZat "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid ba~ore January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z mill bear interest at a rate ahich will vary frae calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 ara:
Interest Daily Interest Daily Interest Daily
Year Rata Factor Year Rate Factor Year Rate Factor
198Z 20Z . 000548 1987 9Z . 000247 1999 7X . O00192
1985 16Z .000438 1988-1991 llZ .000301 2000 8Z .OOOZZ9
1984 11Z .000301 1992 9Z .000247 ZOO1 9Z .000Z47
1985 1SX .000356 1995-1994 7Z .OO019Z ZOOZ 6Z .000164
1986 lOX .000274 1995-1998 9Z .OOOZ47 ZOO3 5Z .0001~7
--Interest is calculated as follows:
XNTEREST = BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
BUREAU OF INDIVIDUAL TAXES
/NHERZTAHCE TAX DZV/SZON
DEPT. 28060!
HARRISBURG, PA 17128-060!
COHMON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-I~07 EX AFP (01-OS)
GEORGE A VAUGHN 1[1
590~ TRINDLE RD
CAMP HILL PA17011
DATE 11-03-2003
ESTATE OF LEHMER
DATE OF DEATH 03-1~-2003
FZLE NUMBER 21 03-025~
COUNTY CUMBERLAND
ACN 101
Amoun'l: Rem i'l:'l:ed
CATHERINE A
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit: ~o your account, subm:~: ~:he upper portion of ~:his fore wi~h your ~ex payment.
CUT ALONG THIS LZNE ~ RETAIN LONER PORT[ON FOR YOUR RECORDS
REV-1607 EX AFP (01-03) ~ 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT
ESTATE OF LEHHER CATHERTNE A FILE NO. 21 03-025~ ACN 101 DATE 11-03-Z003
THTS STATEMENT TS PROV*rDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAMED ESTATE. SHO#N BELON
TS A SUNHARY OF THE pRTNC'rpAL TAX DUE, APPL'rCAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED /NTEREST FTGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-27-2003
PR[NC[PAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
506.82
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER [NTEREST/PEN PAID (-)
06-10-2003
10-Z0-2003
CD002670
REFUND
25.3~
.00
500.00
18.52-
IF PAID AFTER THIS DATE, SEE REVERSE
SZDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE 1S LESS THAN $1,
NO PAYMENT 1S REQU/RED.
IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR),
TOTAL TAX CREDZT
506.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THZS FORM FOR ZNSTRUCTZONS. )
PAYMENT:
Detach the top portion of this Notice and submit eith your payment sade payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT sake check or money order payable to: REGISTER OF #ILLS, AGENT.
-- If NON-RESIDENT DECEDENT sake check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was nat requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at
the Office of the Register of Hills, any of the Z5 Revenue District Offices or from the Department's Zq-hour
ansmering service for fores ordering: 1-B00-362-Z050~ services for taxpayers with special hearing and / or
speaking needs: 1-BO0-qqT-30ZO (TT only).
REPLY TO:
Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601j phone
(7173 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SX) discount
of the tax paid is allowed.
PENALTY:
The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .00016q. Ali taxes which became delinquent on and after
January 1, 1962 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 202 .000548 1987 92 .0002q7 1999 72 .000192
1983 16Z .000q38 1988-1991 112 .000301 2000 82 .000219
198q 11Z .000301 1992 9Z ,O00Zq7 2001 9Z .O00Zq7
1985 132 .000356 1993-199q 72 .000192 ZOOZ 62 .00016q
1986 102 .00027q 1995-1998 9~ .0002~7 2003 5Z .000137
--Interest is calculated as follows:
TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DATL¥ TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) 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.
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: C./l\'l~e.RIIJ~ A. LE.~M€(L
Date of Death: g/''ljo-:,
Estate No.: ":). 003 -Oo~SY
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:
I. State ~ether administration of the estate is complete:
Yes 5ZI No 0
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. I is Yes, state the following:
a. Did ~ersonal representative file a final account with the Court?
Yes M No 0
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? Yes Q[ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date:~ --O~ ~.L~
Signature
........ ."'" "" LE-I4Nf:.R
....JJ O~ /It,Wj "'.
Name
~ 1-40HEsi-EAD t-,v.) eMf fJlLL/~ I7rJl/
Address
117-4q7-:l.0~4
Telephone No.
L" ."
u.,:..,;
Capacity: 0 Personal Representative
o Counsel for personal representative
b~~~
ufi
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
VAUGHN GEORGE A III ESQ
3904 TRINDLE ROAD
CAMP HILL, PA 17011
RE: Estate of LEHMER CATHERINE ALBERTA
File Number: 2003-00254
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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 will become delinquent on: 3/14/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Z:l~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
ufl
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
f"'~i-"hpri np 1\1 nprr;::li T.pnmpr
Date of Death:
03/14/02003
Estate No.:
2003-00254
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 iOl: No 0
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 0 NoXXl
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 JX] No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 5/11/2005
i/f;L-
ature
George A. Vaughn,
III
("")
("~,J
(760) 807- 2603
Telephone No.
Name
3523 September Drive, #6
Camp Hi 1 1. PA 1701 1
Address
Capacity: 0 Personal Representative
K2I Counsel for personal representative
ul