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HomeMy WebLinkAbout08-22-11 (2)J 1505610105 REV-1500 °` ~°Z-il' ~~, PA Department of Revenue Pennsylvania OFFICU-L USE ONLY Bureau of Individual Taxes OEi~NTMENTOFIIEVENNE PO Box 280601 INHERITANCE TAX RETURN CO~ity Code Year j^I ,= File Number Harrisburg, PA 17128-0601 RESIDENT DECEDENT O~ ~ ~ ~ ~~ 7,~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 172-18-1751 08/05/2010 06/26/1920 Decedent's Last Name Suffix Decedent's First Narne MI Lee Gust R (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 WI~.LS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death O 4. Limited Estate O 4a. Future Interest Compromise (date of Prior to 12-13-82) O 5. Federal Estate Tax Retum Required death after 12-12-82) QD 6. Decedent Died Testate O (Attach Co of Will) 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes py (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11.. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIA L TAX INFORMATION SHOULD QE DIRECTED TO: Name Daytirne Telephone Number Betty E. Bennett (301) 401-6905 First Line of Address 7006 Sundays Lane Second Line of Address City or Post Office Frederick State ZIP Code MD 21702 REGISTER O ~ S USE ONt'if '~ ~ ,~'ahy »~..~ ,.:~ F- tiro 1~<~ ~ .:~ C` _ . ~`1 _ _..~ ~ - -= D,I~I'E FILED ~, -,~ I~,: Correspondent's a-mail address: Under penalties of perjury, 1 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 anv knowledge. - r~rc~N y~t5~l~ E FQR FILING RETURN REPRESENTATIVE d M~ ~/~d FORM ONLY Side 1 DATE if :~"~ -+ ~~~ ~ ~^~ ~'.~ -=-; _~ . ~, `z't .~ J 1505610205 REV 1500 EX (FI) (Decedent's Social Security Number Decedents Name: Gust Robert Lee 172-18-1751 RECAPITULATION 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 and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 19, 831.98 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 19,831.98 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 13,364.24 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule t) ............... 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............. 12 13. ................. Charitable and Governmental Bequests/Sec 9113 Trusts for which . 6,467.74 an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 6,467.74 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 6,467.74 16. 291 05 17. Amount of Line 14 taxable . at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 291.05 O J REV-1500 EX (Ff) Page 3 Decedent's Complete Address: Gust Robert Lee STREET ADDRESS 1319 North Pitt Street CITY Carlisle F8e Number STATE PA Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount ZIP 17013 (1) 291.05 3. Interest Total Credits (A + l?.) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, 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) 291.05 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ... b. retain the right to designate who shall use the property transferred or its income ............................................ c. retain a reversionary interest ................. ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ......... ^ .................................................... ................................................. 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. 4. Did decedent own an indrndual 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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin souse is 3 percent [72 P.S. §9116 (a) {1.1) (i)]. 9 P For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for they use of the surviving spouse is 0 percent [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 21 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 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 benefiaafies is 4.5 percent, except as noted in [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 siblin s is 12 under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adop o(n.){1.3)]. A sibling is defined, 105.805 KEb' If)I/n71 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat (~r photograph. Fee for this certificate, $6.0(i P 16535452__ Certification Number H105.743 REV 112006 TYPE /PRINT IN PERMANENT BLACK INK 1. Name a Decedent (Feel, middle, IesL suffix) GllSt RObert I,~ s• ~ (Last Bktltday) under 7 ar Monaca pays This is to certify that the information here given it correctly copied from an original Certificate of Deatf duly filed with me as Local Registrar. The originai certificate will be forwarded to the State Vital Records Office for permanent filing. ~ ~~~~~`- au s ono ~ ~ Local Registrar Date Issued COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FILE NUMBER 2. Sex 3. Sodal Secudty Number 4. Date a Death (Month, day, year) Male 172 - 18 - 1751 August 5, 2010 6. Dale a Birth Monty, r 7. a C' and state a taint Bor. Plea Minutes Hospital: 6/26/1920 Patton PA Yrs. 0 ~} ~..! .1 t/1 i eb. caraay a Death 6c. c+ry, Born, rwp. a Deadt ed. Fadlny Name pl nor insnNtlan, give street and number) C~nberland oath Middleton map Carlisle Regional Medical Center 17. Deaderx'a lheral Kind a wok done most a 9Ie. Do nor stare 72. was Decedent ever in the 73. Decedents Edax6at (Seedy only Ngtbst grade tcina a work Kind a Buslrtese / Industry u.s~ vas F ^ No Ems' ~n~/ secwway (a 72) cam (1 Senior Master Ser t US Air Force 16. Decedents Mening Address (Street. city /town, state, ip code) Decedents 1319 N . Pitt St . Aaual Residence 17a. State PA Carlisle, PA 17013 t7b.County Cumberland Other: M ^ ER / Outpatient ^ DOA ^ Ntrrekg Home ^ Resklerae ^ Odtar • Spedty; s. was Decedent a liispank: ongkt? ~No ^ vas to. Race: Amedcan Inden, Bledc, White, etc. (n yea, epealy Cuban, Mexman, Puertrt Rican, am.) trite tied) 14. Marnal Stelae: Mankd, Never Married, 15. Surviving Spouse (n wife, gNe maiden name) ~) widowed, Dlvorad (spearrl Widowed _ Did Decedent Live in a 17c, [] ye8 Decedent Lived in Townahip7 Twp. 77d. ®No, Decedent Lived within Carlisle a 16. FatMls Name (Fret, middle, last, suffix) Aawl Lenits of GllSt J . Tree 19. Mother's Name (Prat, mkfdle, mekten surname) Cny/~ Melanie - Lacowzte 20e. intomtant's Name (Type / Pnnt) Batt E . Bp_nnett Zoe. Inlortrtenra Meinrtg aakess (street, a<y / mom, etae zip Dale) 2,a.MethodaDispaeitlon ~ 7006 Sundays Lane, ]?rederick, ^ crematmn ^ D zte D re a D MD 21702 r . a onadon laponidan (Noah, der, year) z1 c. Place a I~i•poaoa, (Name a cemetery, cremamry a aMr etas) ® Batal ^ Removal trap state r wa• Cranalbn a Donatldrt Autladmd ^ ° ' 27d. Locaran (City/mwn, state, np coda) tl"r • ~' "~'' E't°'"'""/D°'°a" ^ Y~^ ~ 8 11 2010 Orland Valle Merac~rial Gar 72a a F Lkertsee (a 22b Li s Carlisle PA . cenes Nwtber 22a Name and Address a Facgiy , FD 012633 L Dwing Brothers Funeral Hone, Inc. , Carlisle, PA 17013 23 T th b ~ ~ a. o e ell a my knowledge occurred at the rona, date and ) place stated. (Sigrteture and title 23b phyNdan b nor avail~le at tNtts a d•o lkense Number ' . artly awe d death. 23c. Date S r9^ed (Month, day, Peer) IMrte 2M28 mull be completed by person 24. Time a Death 25. Date Prataetced Dead (Month, day, year) '~ who pronorerces death. .- 28. Was Cores Refe n e d m Medical Examiner /Coroner fa a Reason Omer dtan Cremalrort a D v ? ~ M ~ - t ~ ( . U v '> Z.C. f V ^ Yas (G No ona an CAUSE OP DEATH (Sea Instructbtts and stcamples) Item 27. Pen I: Err the dtein a events - diseases, inJtxles, a rampYcedorts . tltat r Approxknete interval: Part II: Enmr other ~ 26. Dkt aberxo Use Conlrinule m Death? reapkatory arrest, a veniricaer flbrinatbn wittaa dNeay caused the deatlt. DO NOT enter temdnal events such as carder arrest r Onset ro Death but rat resuPo in sfxaving the etiobgy rtg dte unden List only one cause an e in cau d Il i I P . y g se a t ne. 1 g ven n art I. ^ Yes ^ Probaby r~ card0at r~e•rdCbArq k~death) disease a r -~ ' c'I K1"Y 1 ~- am • ~ ^ No ~nlarovm a. , c . ~ ~ , c , l~, ~ is t-~:, 7e~c cc-.1 ,),r. ~ w~ Y Deem (dr_ aft a corteegtbnce ~. 1 r lief cortdtiens, i b ~ i ~ M ; ~ ~ ~ Z" ~ ~ ~ ' ' 29.IrFemale: ^ Na pragrtertt wnhm peat year , ... ( r X ~. MM e b attae NsNd ank " a `S''-t :~iC__l' ~~• ~* ~-~ ie a. C'...~ ~~r{~ Errgr UNDERLYING CAUSE Dus 16 (a ore a oaroe4uence ~' ^ Pregnant at tpne a death t ~ ~ ~ o ^ Na pregnant, eat pregnant within 42 days even s resuPong dseth t Due to (a as a conee9uanee of): ~ ' d. r a death ^ Not pregnant but pregnant 43 days to t year 30s. Was en r Y Sob. Were Autapay findrtgs 31. Death ' Penamed? AvaBabla Prior to Compledort 32a. Dale a N>lury (Month, deY, Peer) 32b. Describe Fbw Injury Orxuned before death ^ lMkrrowrt n pregnem within Ote pest year a Cause a Death? Namrel ^ Homidde 32c. Place a Injury. Hans, Farm, Sheet Fecrory, Offia Building, em. (Specify/ ,..., ~ ^ Yes I,~'No ^ Yes ^ No ^ Acddent ^ Pendetg Imesdgatlon 32d. Tkne a Irqury 32e. In(ury at Work? 32f. if Transpctrtatlon It~ury (Specify) 32 . La~tlon a m g jury (Street dty / mwn state) ^ Suicide ^ Coukl Na be Determvted M ^ Yes ^ No ^ Driver/Operator ^ Passenger ^ Pecestrien , , 33e. Certl6er (ctreck any Dire) Other • Specify: • rro t~Y+ban (Phyelden certaying cause a deatn tMert aralher 33b. Signature and TttN a Garotter To tlt• hat a my tatowNdge, death occumd dw to tM phyakxan has pronaxaed death and completed Item 23) L~ . / ;M ra cau••(•)uMmrtnera•taMd i- ^ ~ ~ C1 t_ L:. ca~a~~~~ , .». ----------------------------'----^ • ark ~Y~Y DhYak~ (Phyeiden troll praroretdrrg death end oert6ytng ro awe a death) 33 Li •~ 0. cense Number To tlt• b•p a my Iatowl•dga, death accurrad M the tlm•, daq, end plea, and due ro tlra cause(s) and msntter N etated_ _ _ _ _ _ • ftNdkelExantkrar/Coroner ------ ~ 33d. Date Signed (Monht, ~Y, Yom) ------ ' on tlt. beer a axamktatlon ens r a i •~ ~~ y ' 3 1 !(.-1 3 C-~ ~ (% S i 1 CS nwMilptmn, in my opMlen, death occurred al tlta nine. dab, and phos, and due to tM awy) and mattrer a sated. ^ 34. Name and Addrae a Person Who r art let d C a D . p e aws eem (~~~ ~, (Item 27) Typa / PdM M 1 ~ Q Cam- ~1 1.'.il a rc~ , :,I~ w ( `„".e~! ,'Cut. C:c,n ~. r~ ~ ,,(( Disposition Permn No: ~_ ~~ J I `r-~ h ~,. C'~, i'1 ~ ~1 ~ ~°'1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, GLENDA EARNER STRASBAUGH Register for the Probate o~f Wi 11 s and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 23rd day of August, Two Thousand and Ten, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of GUST ROBERT LEE late of CARL/S'LE BOROUGH (First, Middle, Lasil in said county, deceased, to BETTY E BENNETT /First, Middle, Lastl and that same has not since been revoked . IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office a t CARLISLE, PENNSYLVANIA, this 2:3rd day of Augus t Two Thousand and Ten . Fi 1 e No . 2010- 008 72 PA File No . 21- 1 O- 0872 Date of Death 8/05/201 D S . S . # 172-18-1751 s~. F ~ ' f~a ~' ; f { ', rf i ~ ~i,. ~~~., it i ~. ~. '`' Register f i/Is - -~-` NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2010- 00872 .PA No . 21- 10- 0872 Estate Of : GUST ROBERT LEE (First, MblalM, Last1 Late Of : CARLISLE BOROUGH CUMBERLAND COUNTY Deceased Social Security No : 172-18- 7' 751 WHEREAS, on the 23rd day of August 2010 instruments dated June 14th 2005 August 6th 2008 were admitted to probate as the last will and codicil of GUST ROBERT LEE /First, Middle, Last1 1 a to of CARLISLE BOROUGH, CUMBERLAND County, who died on the 5th day of August 2010 and, WHEREAS, a true copy of the wi I I &codi ci 1 as pr~oba ted i s annexed hereto THEREFORE, I, GLENDA EARNER STRASBAUGH Re~gi s ter of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to.- BETTY E BENNETT who has duly qualified as EXECUTOR(R/X~ and has agreed to administer the estate according to law, all of which full y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 23rd day of August 2010. lei ~ - } ~~^~f f~, ,~ y y~ ' _~ ~ _S t~ 1 x- 1 Register of ~s ~ j ~ ~, ~. r ~ ~ ~ ~ 3 ~ ~ .t~~ eputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST} `~'Vill I, Gust R. Lee, of 1319 North Pitt Street, Carlisle, Cumberland County., Pennsylvania, declare thi ~ to be my last will and revoke any will previously made by me. Item One: I direct that all my debts and funeral expenses including any gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. Item Two: I give, devise, and bequeath my entire estate to my wife Fallen K. Lee, if she survives me by 60 days. In the event that she predeceases me or is not then living on the 61st day after my death, then I give, devise, and bequeath my entire estate as follows: A. I give and bequeath the sum of $10,000.00 each to my granddau€;hter Susan L. Bennett and ttz 3'~?y r•randscn_ h~~hert C:T_ ~P?:nPtt~ ~rtd tl?C r°n;ainder ac ~Pt fn*-th bP~lntxr B. 50 % to my daughter Betty L. Bennett, per stirpes. ~ c1- ~ -~ C. 25 % to my son James R. Lee, per stirpes. ~ ~ :~ D. 25 % to my grandson Tyler Francis Lee. In the event that he deceases prior to ~~~' .,. birthday, then the remaining share together with any accrued interest shall pass to lus qtr James R. Lee; otherwise to my daughter Betty L. Bennett. -'" 1 Item Three: I appoint my wife Ellen K. Lee Executrix of this my last will. Should she fail to qualify or cease to act as Executrix, I appoint my daughter Betty L. Bennett of 7006 Sunday Lane, Frederick, Maryland 21702 to act as Executrix with the same right:i, powers, and duties. Item Four: I appoint my daughter Betty L. Bennett GuardianCl'rustee ~of an ro ert whi y p p y ch passes to any person under the age of 25 years and with respect to which I am authorized to •~~~ appoint aGuardian/Trustee and have not othe rwise specifically done so. Should she fail or cease to act as Guardian/Trustee, I appoint my grandson Robert G. Bennett to act with the same rights, powers, and duties. Guardian shall establish separate guardianship accounts and shall have the power to use income from time to time for the beneficiary's education, including technical and vocational training and graduate school, travel, support, and welfare without regard to his or her parents' ability to provide for such education, Caravel, support, and welfare:, or to make payment tvr i ,: SC piil"~tSJ~.J, ~+IsiiCu~ Iwu~~i i~s~"ii~ilSiU,Iis)~, ~O Lne bei1:,~:;t~~' OY rU Ei2e bel2CfiC:iu"y's parents or to any person taking care of the beneficiary. Guardian shall. administer the account until the beneficiary becomes 18 years of age, at which time the Guardian. shall transfer the principal anal income remaining in the separate guardianship account to my Trustee, being the same person as my designated Guardian, who shall then administer a trust account, of both principal anal income and any other funds transferred to the accounts designated, for the beneficiary's education, including technical and vocational training and graduate school, travel, support, health, and welfare. When the guardianship or trust account is less than $10,000.00 or the beneficiary of the separate trust becomes 25 years of age, the share of the beneficiary ~~ ~~ c.~ •s _r_~ "r~ ;--~ ~ . , ~-: ~_' ~ .-= ~:_{~; ~4 5...... ~ ..~ .._ ., . ._ : ~''i •~`1 ~.~ remaining in the account shall be paid to the beneficiary in full and thE• guardianship or trust terminated. In the event of the death of beneficiary Tyler Francis Lee after my decease and prior to reaching the age of 25 years, his share shall pass to his father James F:. Lee, per stirpes; otherwise to my daughter Betty L. Bennett. Guardian and Trustee shall not be required to file accountings with any court. In the event that any provision of this will shall be interpreted to violate the Rule Against Perpetuities, then the remaining provisions of this will shall not be invalid. Trustee shall administer the trust and dispose of assets so as not to violate the rule, making distribution as required to a life or lives in being plus 21 years. Item Five: All estate, inheritance, succession, and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this w-iil, shall be paid out of the principal of my residuary estate, without apportionment or right of rF;imbursement. In the event that a substantial portion, as determined in the sole and absolute judgment and discretion of my Executor, of the -~-probate assets such as an annuity or mutual funds are directed to be paid to a hereficit rs~ or benetic;~u-ies, so that the taxes referred to herein would be paid cut of the probate residue passing to the benrfiiciary or beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non-probate assets), my Executor, in: the Executor's sole and S absolute judgment and discretion, shall direct or have the right to allocate the full or partial payment ` of the taxes to the beneficiary or beneficiaries of the non-probate assets. t Item Six: I direct that my personal representative or guardian shall not be required to give '~~ bond for the faithful performance of their duties in any jurisdiction. Item Seven: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary for the administration of my estate the following rights and powers to be exercised in his or her sole discretion. `~=~ A. To retain an real or y personal property which may at any time form a part of my estate so '- Long as he or she deems it advisable. B. To invest in any real or personal property without restrictions as to legal investments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange ;:~r tc, pa,i itien. to t~~or;,fia~7e or pl~,e real or personal property_ anal to give options for leases. E. To make distribution in kind. F. To compromise claims. IN WITNESS WHEREOF, I have hereunto set my hand this/~~~y° ~~ay of June, 2005. Signed '~~ It~ Gust R. Lee The preceding instrument, consisting of this and two other typewritten pages each identif ed by the signature of the Testator was on the day and date thereof signed, published and declared by the Testator therein named as and for his last will, in the presence ~f us, who 'request, in his presence and in the presence of each other have subscribed our `!~` es. COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND • We, John I-1. Broujos and ~ `~ ~ i ~~~,.,r~..~_, 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 Testator sign and execute the instrument as his last will; that he signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at the time 18 or more years of age, of sound . 'nd and under no constraint or undue influence. `'~ .~ A t C ~~ - S~;crn and subscribed to before me y f. une, 2 P~otarial Seal NO ARY P LIC "'~ ~f ~ Bndbet Ann Corcoran, Notary public Carlisle .l3oro, Cumberland County My Commission Expires June 10, 2006 COMMONWEALTH OF PENNSYLVANIA ,~~Assroaa#~noflVafianes COUNTY OF CUMBERLAND S5 I, Gust R. Lee, whose name is signed to the attached document, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it as my free and voluntary act for the purposes therein expressed. ~~ ' Gust R. Lee; Testator Sworn and affirmed to and acknowledged befo me this .r ~- day of June, 2005. 7 .. - - ~ ` r1~~ TAR ~T UBLIC iJotarial Seal Bridget Ann Corcoran, Notary Public Carltsle Bono, Cumberland County My Commission Expires June 10, 2006 Member, Pennsylvania AssociationofilVotaries Codicil I, Gust R. Lee of Carlisle, Cumberland County, Pennsylvania, having made my last will and testament dated June ~ 2005, do hereby make, publish and declare this to be a Codicil to my said last will and testament. ITEM ONE: I amend my will to delete Item Three thereof and to substittrte therefore the following: " Item Three: I appoint my daughter Betty L. Bennett of 7006 Sunday Lane, Frederick, Maryland 21702 to act as Executrix. Should she fail to qualify or cease to act as Exzcut~ ix, I appoint niy son James R. Lee, of W inxer Spring, Florida, or, in his absence or failure to act or disclaimer my granddaughter Susan L. Bennett to act as Executrix with the same rights, powers, and duties." ITEM TWO: I hereby ratify and confirm my said last will and testament ;in all other respects excepting insofar as any part thereof is revoked or modified by this Codicil. IN WITNESS WHEREOF, I have hereunto set my hand this 6th day of August, 2008. Gust R. Lee The preceding Codicil, consisting of two typewritten pages, was on the day and date thereof signed, published and declared by Gust R Lee as a Codicil to his last will and testament, and we, in the presence of each other, have subscribed our names as c= ~ ~, ~-, __- '": 'f ~ ~^+ COMMONWEALTH OF PENNSYLVANIA ~_::; c,-: ~ ~ . '_ ..: -} -~ -~, .~ . ss -- _.~ c , ~- ~ i COUNTY OF CUMBERLAND ~~ ~~' ~~ - - = ~-_ --~ - rn ~ =•'~ C3 VVe, John H. Broujos and ~ ~' ` ~~ witnesses whose names are signed td`d1e ~' attached or foregoing instrument being d y qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as a codicil to his last will; that he signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the codicil as witnesses; and that to the best of our knowledge, the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ,-~ -~ Sworn and subscribed to before me this 6th day of August, 2~8. --~ NQTARY PUBLIC COMMONin/Eq~, ;~ ~~ ~'''~NNSYLVANIA Warta K Y f'ubiic t~Fsia Baa, Qxnba~ ~~ MY ~mrMseiori Expies May 1a 200® Member; F~n~y#vanf3 ~ssoc~ticn 4f ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ ss I, Gust R. Lee, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as codicil to my last will, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~- Gust R. Lee sworn and affirmed to and acknowledged before me this 6th day of August, 2008. ~~K tamer, ~y~c Bow, ~ ~~ "~'~°""'~o" Eigxt,~ p,~y ~o, Zoos ~^ of Motaris~ REV-15og EX+ (oi-io) • ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DFrFnFrur ESTATE OF: SCEIEI~t/LE F JOINTLY-OWNED PROPERTY Gust Robert Lee FILE NUMBER: 21-10-0872 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP Tn nFrFnGnIT -" OClly C" CS@flfi@Q • -----, -.... .......•.v..u~ ~~iccw to EJOEJGf VI Ule Same slze. Balances Beginning Baianoe _ o.oo ~ +520,388.81 A ~y a 555,010.90 - 53,387.91 541,97222 Interest Paid this Period * 5 8.66 Eamed this Period Annum Pe a Yid Eames 0.23% Paid Year To-Date 5 8.66 Paid Last Year S 60.73 5403.55 "The interest earned and the interest paid may differ depending on when interest is cxedited to vn,~r arras„n+ Checks Posted Check # patie paid Amount Reference 1925 07hB _00 974685140 1945 07/16 0.00 . 618687170 1950! 07/28 .00 976541520 1951 07122 9.75 724494220 1952 07/26 •00 987210225 1953 07/26 525 00 990042410 1954 07127 10.00 618702530 1955 07127 10.00 976291490 page 2 0, f S cement Bate Check tf DeRe Paid Amount Reference Ei956 0723 583 92 CenturvLrn 1957 1558 0802 _ 517840 613712070 E1959 07130 _ 5117.97 612283500 1~ 08102 3.31 Cff1CA,RD P E f 961 08105 - 510.00 977917240 08106 565.20 HSBC CREDi 1962 08/10 _ 5375 00 970520745 1963 08J06 -- 5111.36 980951550 1691031887 t3ETTY E BENNETT Account # 1691031887 BETTY BENNE7T ATTY lFF Checks Posted (Cont. for Acct# 1691031887) Check # Date Paid Amount Reference Check ~ Date Paid Amount Reference 1964 08/13 $1 595 00 613492710 18 Check(s) Posted = $3,387.91 An asterisk (*) indicates a skip in sequential check numbers. Account Activity Date Description 1965 08/10 _ $39.00 981695395 An (E) indicates check w;~s converted to an electronic item. Additions ;subtractions Balance 07-14 Beginning Balance 07-16 CHECK 1945 $38,010.00 07-16 CHECK 1925 $20.00 $37,990.00 07-22 CHECK 1951 $3.00 $37,987.00 07-23 CenturyLink BILL PYMT 100722 $49.75 $37,937.25 1956 $83.92 $37,853.33 07-26 CHECK 1952 07-26 CHECK 1953 $25.00 $37,828.33 07-27 CHECK 1954 $25.00 $37,803.33 07-27 CHECK 1955 $10.00 $37,793.33 07-28 CHECK 1950 $10.00 $37,783.33 07-30 CHECK 1958 $646.00 $37,137.33 08-02 DFAS-CLEVELAND RET NET 080210 $117.97 $37,019.36 $2,823.00 $39,842.36 08-02 CHECK 1957 08-02 CITICARD PAYMENT CHECK PYMT 100730 $178.40 $39,663.96 1959 $23.31 $39,640.65 OS-05 CHECK 1960 08-06 CHECK 1963 $10.00 $39,630.65 / OS-06 HSBC CREDIT SVCZ CHECKPAYMT 100806 $111.36 $39,519.29 1961 $65.20 $39,454.09 08-09 DEPOSIT 08-10 CHECK 1962 $17,557.15 $57,011.24 08-10 CHECK 1965 $375.00 $56,636.24 08-13 CHECK 1964 $39.00 $56,597.24 08-13 INTEREST CREDIT $1,595.00 $55,002.24 08-15 Ending Balance $8.66 $55,010.90 $55,010.90 IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS CALL YOUR CUSTOMER SERVICE CENTER AT THE NUMBER SHOWN ON THE TOP OF YOUR STATEMENT OR WRITE TO THE BANK FOR DEBIT CARD ISSUES: Sovereign Bank Attn: Debit Card Services MA I MB 301-06 P.O. BOX 841003 Boston, MA 02284-1003 FOR ALL OTHER ISSUES: Sovereign 13ank Attn: Client Relations 10-421-CR 1 P.O. BOX 12646 READING, PA 19612-2646 Please contact us if you think your statement or receipt is wrong or if you need additional information about a transfer on the statement or receipt. We must hear from you no later than 60 days after we sent you the FIRST statement on which the error appeared. • Tell us your name and account number. • Describe the error or the transfer that you are unsure about and expL~in as clearly as you can why • Tell us the dollar amount of the suspected error. you believe there is an error or why you need further information. If you tell us orally, we may require you to send your complaint or question in writing within 10 business days. We will promptly investigate the matter and call or write to you with an answer within 10 business days (10 calendar dayys in Massachusetts). If we need more time, we may take up to 45 days to investigate your complaint or question. If we do, we will credit your account within this 10-day period for the amount you think is in error, so you v`nll have the use of the money during the time rt takes us to complete our investigation. If we ask you to put your complaint or question m writing and we do not receive it within 10 business days, we may choose not to credit your account. For errors involvingg new accounts, point of sale purchases or foreign transactions, we may take up to 90 days to investigate your complaint or question. For new accounts, we may take up to 20 business days to credit your account for the amount you think is in error. We will tell you the results of our investigation within 3 business days after completing our investigation. If we decide there was no error, we will send you a written explanation. You may ask for copies of the documents we used in our investigation. Important information about your Sovereign Debit Card The networks through which some of your Sovereign Debit Card purchases are processed have begun allowing merchants to process your purchases without j either a signature or a PIN. If you are not regmred to enter your PIN when you make a purchase your purchase may be processed either through the Visa network or throu the STAR or NYCE networks. If your purchase is processed through STAR~or NYCE, different terms apply and you will not be eligible for the rights and-protections available through Visa. Please see your Personal Deposit Account Agreement for more information. Statement Period 07/14/10 TO 08/15/10 tiVb'rR.IEE ~ ~'~-`~ ~ L925 ELLEN k LEE '°'x'»~ ,. '/ Pr'•~ (gyowr- e~' .. _.... _..._._~-___ _ •~- /1'41 So~ierei~n Bank ar"' . _ ---- x s:23i3?269i~: L69i 3ET i887M~5~ 1691031887 # 1925 07/16/10 9;~ nn _ _. i 1 ~ t:u1sT n. toE 1'lr~ N f[! Ll. C/ r T Y7 i .M t/tf~ amt, JK. 1945 ' ~ ~~ ~I.f ~ 'y ~ y / D ~ r ~'.'~1'r /~y[/ `~- _ rrte~~-,, ~: ' "fin BaueK ' ~:?ii342Ggi~ iG9i03i8p,ari945 rroa~oracaaoa~r' 1691031887 # 1945 07'/16/1 n a;~n nn ~ .T _~---- ___....._ .._ .,.tea GUST P. LF:f 9 '~:~'t X 19 5 0 ELLEN k. lE£ '~ n'"" 13.SN >hTT SI ~ ~ 'r( uNVSI(. a ~. ~'J t7 ~... .. l f. ~wW ~' tf~''~.[,C ~d C,l~l4CL __._ . _ i S l `.1~ •!`-e` So~rmign 6anli r:23i37269Lr: i693Uii869u'(g50 td'OOOOOe4C~J0~' 1691031887 # 1950 07/28/10 X646 nn GL~iT A, lFt r.,»r_T • ~. 1952 ELLEN k. LEE. 'r~ Y' ~1ts N * T1 ~x ~ ~1 _.~ C.S~...~ f~~. `r~Y. ~`_ ...... '1C` ~ `''. _. _ ._ .per[,' ~J r:~ 1:2~if7l69i~: if;9i0jia87~'i45! tr~aaoana2~oa~ . va 1 v.~ r oo i ~ ~ y~[ u //16/1 U $25.00 ~~ ~ -_-- - y ELLEN k ~Q v~r ~ 195d ~.a,: ~ is sr ~ /a . .~ .+ - .A ~ . . 4 "~"`'""6~ ia~ ~~ " '~23337269i~C i69iO3i8N7Mi95ti 1691031887 # 1954 07/27/10 $10.00 a n oust A. tar '~'a ~ ~ ~ ~ A ig5 7 ! 8 - - ~r8-ya ~ -~tf~ ~'~ a ar : ~~ ,1 ~X "8` ~~'.. rri-37?Gqi~: ~ 369i03i68?+'i'957 1691031887 # 1957 08/02/10 $178.40 twat ~ LEE ~:~' ~- 19fi0 aLFtr tC LEE ~~ tIq h AT1 ST QQ GTh.15LE aA t1RT9 r ~~O ~ ~.a ~~i'E'lgn i~ ai.1- _ ~ _ ~_'_ ~_ _~_ -~9_„ __ __ _ s:Zii37c'69i. i6'~i03i88?~i460 ~QODOp0i000~' r v~ 1 uJ r a8 ~ ~ 7 `J6U ULi/U5/10 $10.00 iT ~~ rii/t{T A. LEE U'i:M7lt. ~ ~ ELLEM K. L[>c •t,aom i951 ~ftt Y R'T :' 1 ' rJ a ~ I° ~_~.tc„r±t,du-~,~,~'~7 Ali` _ rTr, f,- r/.I tTlr,.~ ~r ,.~ 7.f ig.---~ Nt3~eretgn_Baal~- _~.~ __ r:r3i3?2G9N: -~ i69i03i887~~i 5i 10(30D006975r- r v~ 1 u3 i as i ~ ~ Jb ~ U I/22/10 $49.75 .r _.~.. OL19t R LEE ELLEN K. LEE ~-~"'y ~ 195 wo'ar aN rSLt r:, ,.,..~ j .~i?_1~. .. ~~- ~~ r ~ ' ~ ' F__.' /[~.~ _'-" _ ~'.._ _-.-_~!. 111 'i~i~ i .a~emigp ~'~'° t ~ y t ~ .4~' ~ I --------- , x.~_ - ~- --- --_.---t-- ~:231i7169Ls: L64103388TM19i3 ^ 1691031887 #.1,953 _ _ 07/26/1.0 $25 00 _ _. tarsi ~. LEE ELLEN k LEE i01. 1955 ca+n~. w s~~ .~1 ,~ ,; ~ ~~ ~~ ~M_.r'~i~r'~f L' T _ ~~_ r _ _ _J Z dal , a%~3 ~~em3gn i3aaK `~ .ter ~Ctii3a26914 169i03i884r3955 1691031887 # 1955 07Y~7/1 n ~~ n nn rusT a Laa ~ ~~n*~ J~ 1958 ELLEN K LEE r°`~~ •nLVn' Sr ~p~f~/a/ ," gLrv~r,~9gn i3etilt r '_ n~ ~Al ~ ¢- b So_e 1:231d7269iC i64i03i88?~L458 r~D00003i79?~' r v~ i u3 i acs ~ _~ 1 y5tf 07/30/10 $117.97 i`.U6T R. lfE fagy'z~r; ~, i~6.2 ~ ELLEN IC LEE "p'n'r? Iara ~ :rrT ~. ~ ~ 1 ~ '- G j ~ l3an~~ign E3azil~ r ~' sae"' - -- --~ ~S-x~=47`i;. ~ :.. -:dai37264L~: 169 10 3 188?a~i962 1691031887 # 1962 08/10/10 $375.00 page 4 of 5 1691031887 Statement Period 07/14110 TO 08!15!10 GUST 0. LEE it ~+•~> ~ f 463 '* l ~~i~~+-r~li~.~;~:~_,,,~ -r ~ ~ "-. - Ertl ~ ~: J ;Sovereign Rauk ~ ry _ r ~ ~..~t '`.,:C,]7 c^.1==~T .a`vtY ~~L: ~ ~? ~~1~~~ _ sCn'-rte r ~:291i7d69U: i69ir73L$$?ML9b3 ((1691031887 # 1963 08/06/10 $111.36 I- ~ a°`tE~"iv K ~ "~ ,~,: lA 1965 ~:23337264La: 3b93pii867~39Gi o ,~ - m ,,, ~ K ~r -.. ~~ 'At' 1960 w .. ~ O I , ,~~'.~i- '" ~~ ` ., F i ,. r Etr 0 e _ - - `'' ~:2~ii??5931: 3E9ioii$8?l'i964 i 1691031887 # 1964 08/13/10 $1,595.00 1691031887 # 1965 08/10/10 $39.00 i page 5 of S 1691031887 REV-1511 EX+ (10-09) ~ , Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address CJIAIC Vt Gust Robert Lee Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: 1' Ewing Brothers Funeral Home, Inc. 2 Cumberland Valley Memorial Gardens (Opening and dosing grave) B. 1. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER 21-10-0872 AMOUNT 9, 740.42 1, 595.00 0.00 City Year(s) Commission Paid: z• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. ~. B 9 ~o Street Address City _ State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Estate Inventory Fee Inheritance Tax Retum Fee Evening Sentinel (Publish notice) Cumberland Law Journal (Publish notice) State ZIP ZIP 1, 500.00 0.00 125.00 75.00 100.00 15.00 15.00 123.82 75.00 TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. 13, 364.24 _ Ewing Brothers Funeral Hame, Inc. 630 South Hanover Street Carlisle, PA 17013- (717)243-2421 September 2, 2010 Betty E. Bennett 7006 Sundays Lane Frederick, MD 21702 The Funeral Service for Gust R. Lee ~~ We sincerely appreciate the confidence you have placed in us and will continue to as i t i feel free to contact us if you have any questions in regard to this statement. s s you n every way we can. Please THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOT:[VE EQUIPMENT , AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff . _ _ ;$1840.00 Embalming, $875.00 Dressing, Casketing, Cosmo etc. _ $290.00 2. FACILITIES AND SERVICES Complete facility Usage , $990.00 3. AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Home, $275.00 Hearse (Casket Coach) , $250.00 Lead car/Clergy _ $125.00 Utility Vehicle for Death Certificate $125.00 FUNERAL HOME SERVICE CHARGES $4770.00 SELECTED MERCHANDISE: 18G Last Supper Velvet Gask. Casket, $:2550.00 American Chief OBC, _ $1595.00 Acknowledgement cards ~ _ _ _ $10.00 Register Book(s) , _ _ $40.00 Memorial folders , $75.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $9040.00 Cash Advances Certified Copies of the Death Certificate , _ . Flowers . The Sentinel no photo _ _ _ _ . Frederick News Post no photo _ . Cumb. County Honor Guard, _ _ _ , TOTAL CASH ADVANCES AND SPECIAL CHARGES . . Total Total Cost , _ . $30.00 :$159.00 :$271.42 :6240.00 `.6100.00 `.6$00.42 59840.42 - 4 SUB-TOTAL $9840.42 INITIAL PAYMENT /DISCOUNT /CREDITS 0.00 TOTAL AMOUNT DUE $9840.42 /~ The unpaid balance over 30 days is subjected to a 1.50 % service charge per month - 18.0000 % per annum- --- ~/ d p . °O C _ G~ i''` 6 - ~d u'`~I !~ Y~ ~G ~~, Oc ~Ge~`~ /' G / ~, 7 Y~- yZ ~ ~ ~~ c~~ZLg~ r ~ w~ ~~~~ ]~ iE '<~ ~ ~ a. r ~~ ~a ro .» w. ~ tD ~n ^~ O 03 n~ O ~' ~~ ~ - n S -, ~ ~ "G Lv ~ ~- ~ y ,..n (D A f9 ',~ Q. ~ r. ~~ a: w' do °. ~s ~. o ~~ ~~ Q ~ (D ~ M 0 -~ fD 3 rte. a ~~ b 0 a a 0 c~ 0 `C3 c s 00 0 b N H Py O Q' l9 .G C t~0 Q O (9 ~! C y .+ ~ c n N '-' n C7~ ~ to r..3 ` 7 S r' CA ~ r i - ~ Os N < O "~ t9 ~ - ~ ~ ~ ~_ _ z ~ ° a .. O ~ Z Z O O .. ~ a x x x ~ X "~ -- o z z G~ G~ ao 00 ~~ Ix tx (x o b t~Jf ~. W u v u ' N'~.+ rr ~ ~ d T~Cn a Ya~ G " °'=a te ~ ~y ~ ~~o°~ ~ ~~ ~ b~'O ` . R. .may ~ ~ c9 ~ `~ ~. ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ °~~ ~= ~~o x v: y 1. 1.~yy l/ + ~ ~ N Y ~ A ~ `~ 0 ~ (9 + ^. 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V~ ~ ~ O Y~ (p „~~ ~ ~b c~c a. ~ .;~~, Z `~° ~ v o~~ ,,,,, D C/1 0 ~ c -+ a ~ p c ~ a. cbd °0.'0' [~7 °. ~ ~ o ('~ ~ ~' a ~ y ~~ ~ ~ y o ~ ~- m ~~ ° ~~a xi ~ ~ ~ ~ `~ ~ ~ ~ ~~~ d o`~~ d a b O ~ ~ ~ ~ ~ -, r ~ w Q' t% a. ~ ~ ~' c fD c a v v ~' ~~ o ,~ o s ~ (D ~. G. ~ ..« °' D o ~ ~ _ m 0 ~• r ~, c m F ~~ -, U c. ~ ~- y ~. ~ ~ ~ o ~ a ~ ~, ;-. ~ c~ ~ ~r m '- ~ `- p^ F a ~- ~` m r- d `^C CD i cxsT rt ~ ~':_ ,,. >-~•~ ~ x.953 y}~..~ r :r .r rs i^x-. a~u_ae `~ ..~ ~i. : J`f5 . 4iR j~ L'i 1 T I .XJ~~ ~N~~_~ Jam': ~+~ JI kK `~• I~"~ i• r i~ '~ ;., BOO ne...u ~ ,. ~:231~?269i~ i593fl3i887e'i4b3 1691031887 # 1963 08/06/10 $111.36 a csus*a.ccc ~,..,_.~.~ ,~ 2965 atai u ~ . . #- ~ ~'- ~:23i3726~it~: tr4it7~1$8?rY9t,~s 1691031887 # 1965 08/10/10 $39.00 D8/15110 Q a y ~ ii. tse ~~ 3S. Z98C £l.l~i IC ilA ~~ _ - t!~lMIii't 5' ~ ~~~~Q . ~ ', uWi~c. sa syq V' } I~yR ~ ,r 1 ~2~ii??sg-C 1~4iO~i~$7~'i96ti 1 +U~ N ~~ O R) F 0 fl Q ~i 1f 91 Ct31887 # 1964 Ct8/13/10 $1, 595.00 ~-~'~~. ~i page S of S 1691031887 _ Bros ~ Gi~xo~, P_~. ATiY7R'NEY'S AT LAW 717--29~-4574 jo~nJ H. dos 4 Nom f~ sr~r FAX: 7i7 243-8227 Husnr~c~C G~~r fAx~~.P~Il~SYLVA~II~I7~013 1~-~'~.t~u~zc ~,: ~ ~t~-~s4o .- ~ ~ com ~ - .~~ auger 2, Zcns Dear Betty, !t has been a pleaslme fi~ p to ~ as Eioc ofiy+anr fattrers ~~tut R. Leej Estate. Your father and ! were great friends for many Y'~rs_ !t eras a pleastu~e to know' both your father and mother and servos ~ their atborneY- For services from ~ b, 2010 ~ ~ 2A11 the flee is $1,50000 ~o~ ~^ \\ a ~~~V`b RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 8/23/2010 Cumberland County - Register Of Wills Rece:ipt Time: 12:40:43 One Courthouse S are Receipt No.: 106235 Carlisle, PA 17613 LEE GUST ROBERT Estate File No.: 2010-00872 MTTY Paid By Remarks: B E BENNETT U ------------------------ Receipt Distrib ution ------ ------ --------- --- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 45.00 CUMBERLAI~TD COUNTY GENERAL FUN WILL 15.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 24.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23.50 BUREAU O:E' RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN CODICIL 15.00 CUMBERLAND COUNTY GENERAL FUN Check# 1969 $127.50 Total Received......... $127.50 Pain, Moulden & Associates, Inc., 1611 Rosemont Avenue Frederick, MD 21702 Voice: 301-694-8001 Fax: 301-694-8114 Betty Bennet 7006 Sundays Lane Frederick, MD 21702 II -- -_~ - -Q Bennet INVOICE Invoice Number: 20237 I rivoice Date: Aug 12, 2011 Page: 1 G~uplicate ;,;: ~. I~ _~;, 1.00 ' Consulation v I Consultation regarding the preparation of j Pennsylvania Form PA 1500 Check/Credit Memo No: 3968 Su ob taI `Sales Tax Total Invoice Amount --- _--- Payment/Credit Applied 75.00 GROUPS TAX AND PAYROLL SERVICE 524 SOUTH PITT STREET CARLISLE, PA 17013 (717) 245-8581 INCOME TAX RETURN (s) for GUST R LEE 2010 Invoice Statement of Charges Tax return preparation fee BOOKKEEPING CONSULTING OTHER TOTAL DUE UPON RECEIPT Description PA 40ES - Est.Tax-lnd./Fduc/Partnership 1040 -Individual Income Tax Retum Sch B -Interest and Ordinary Dividends Sch D - Schedules D and D-1 Capital Gains/Losses 1310 -Statement of Person Claiming Refund 1099-DIV - 1099-DIV Dividends Worksheet for Input 1099-INT - 1099-INT Interest Worksheet for Input 1099-R - 1099-R Pension Worksheet W-2 - W-2 Wage Worksheet for 1040 PA 40 -Income Tax Retum Description PA Sch AB - Interest/Dividend Income PA Sch D -Sale, Exchange,/Disposition of Property PA Sch SP - Speaal Tax Forgiveness PA Sch W-2S -Wage Statement Summary $100.00 $100.00 PROOF OF PUBLICATION State of Pennsylvania, County of G~.imberland fames IQeinldaus, Director of Sales and Marketing, of The Sentinel, of the County and State aforesaid, being duly swon~ deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date 'THE SQL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SQL on the following day(s): October 29, November 5 and November 12, 2010 COPY OF NOTICE OF PUBLICATION ExeclrT~tx NOTICE Notice is hereby given that, in the Estate of GUSTA. tEE. deceased. Late of the Borough of Carlisle. Aq persons having claims or demands against said estate are requested to males known the same, andaN persons hdeb~d to said estate are requested to make payment, without daisy, to the exeanrix, within sfi days of ties notice. Betty E.13ennett, Executrix t.ane 1=redendc~MD 21702 Affiant further deposes that he/she is not interested in the subjt~t matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. '~-% ~-,-- Sworn to and subscrib+~d before me this :[Notary Public My commission expires: NOTARIAL SEAL BAMBi ANN HECKENOORN Notary Public CARLISLE BOROUGH. CUMBERLAND CNTY My Commission Expires Jart 27, 2014 The Sentinel www.cumberlink.com ~.,-r-----~~. AD NUNBER 390920 Publication 3 THE SENTINEL -LEGAL TOTAL AD CHARGE 3 PROOF OF PUBLICATION Purchase order Est. Gust Lee AD NUMBER PAGE NO. BETTY BENNETT 390920 1 Of 1 7006 SUNDAYS LANE FREDERICK, MD 21702 BILL DATE SALESPERSON sot -ss3-sa31 11112J10 woifc START DATE STOP DATE 10129110 11/12110 ~~ LINES ~ ~~ UTRiX NOTICE NOTICE IS HEREBY 10 PUBLIC NOTICES ZZ * 2 cols te Net Amount Gross Amount R Insertions a 3 LGL $116.82 $116.82 01PRF $7•~ PAY THIS AMOUNT Thank you fior advertising with The Sentinel! Deadline for in-column legal ads is 4:00 p.m. two business days prior to date of insertion. For questions, call (717) 240-7130. Return tfNs portlon rvtfh your parneent THE SENTINEL c/o LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 [] Check # ^ Credit Card ^®^ a®^ Acd #: ~- Dam: m m Name on credit card she Please make checks payable to THE SENTINEL $123.82 $148.58* *AFTER 12/07/10 THE SENTINEL cIo LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 1 anal Ad Number 3920 Billing Date 11/12/10 Amount Due $ 123.82 Amount Enclosed $ ~,` THE SENTINEL BETH BENNETT c/o LEE NEWSPAPERS 7006 SUNDAYS LANE PO BOX 742548 FREDERICK, MD 21702 CINCINNATI OH 45274-2548 I~I~~I~I~I~~~I~II~~~I~I~~I~~I~I~i~I~~1~~N~~l~~i~~ii~~l~l~~~11 21540200000003909200000000000000001485800000123828 REV-1513 EX+ (01-10) pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: Gust Robert Lee NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include oufight spousal distributions and transfers under FILE NUMBER: 21-10-0872 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Sec. 9116 (a) (1.2).] Da hter 50% 1. Betty Ellen Lee Bennett, 7006 Sundays Lane, Frederick, MD u9 SOn 25% 2 James Robert Lee,1194 Irwin Court, Winter Springs, FL 32708 Grandson 25% 3 Tyler Frances Lee,1194 Irwin Court, Winter Springs, FL 32708 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 1$ If more space is needed, use additional sheets of paper of the same size. 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