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Home My WebLink About08-16-12J 1505610143 EX 107-10) r REV-1500 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code veer Fila Number Bureau of Individual Taxes °~~^*•E'n~a~a~ PO Box.2aosol INHERITANCE TAX RETURN 21 12 0634 Harrisburg, PA 17128-0607 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 05 13 2012 12 16 1913 Decedent's Last Name Suffix Decedent's First Names MI LEHMAN RAI~pH A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SuKx Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ^ 2. Supplemental Return ^ 3. Remaintler Return (date of tleath prior to 12-13-a2) ^ 4. Limitetl Estate ^ qa. Furure Interest Compromise (data m daatn anor 1z-lzaz) ^ 5. Fetleral Estate Tax Return Requiretl a Decetlant Dietl Testate (Attach Copy N Wiln ^ 7 Deceyye^t Main ~Ineda Living Trust (Attach Copy ~ Imsl) 1 8. Total Number of Sare Deposit Boxes ^ 9. Ltegatton Proceeds Received ^ 10. b~'rvOOieenPFi~1 ~~a^e ~iat9e5~ftlaeth ^ 11, Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number TIMOTHY D SHEFFEY (717)273 3733 First line of address 1601 CORNWALL ROAD Second line of address City or Post Office State ZIP Code LEBANON PA 17042 REGISTER OF WILLS USE ONLY n~ <.: , ~~ N v a,. c • = rr: n O~-; DATE~~ ~ -C a .. c.'t rn L7 ~~S U r13 7 C_:, ~ ~r -'n i-n c~ Correspondent's a-mail address: uruc r 1505610143 1505610143 1505610243 REV-1500 EX Decedent's Social Security Number oa~eaem~s Hama. Lehman, Ralph A. 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 & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 121 , 156.37 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous coq-Probate Property (Schedule G) a Separate Billing Requested............ ~, 10 , 341.48 g. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 131 , 4 97.85 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 13 , 306.2 9 70. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. 10. 8 , 947.05 1 t. Total Deductions (total Lines 9 & 10) ................................................................... t 1. 22 , 253.34 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 109 , 244.51 t3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus line 13) .............................................. . 14. 10 9 , 244.51 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 t 5 0. 0 0 (a)(7.2) X .00 i6. Amount of Line 14 taxable 30 , 044.40 i6. 1, 352.00 at lineal rate X .045 17. Amount of Line l4 taxable 24 725.76 t~. 2,967.09 at sibling rate X .12 ~ 18. Amount of Line 14 taxable 54,474.35 ta. 8,171.15 at collateral rateX.15 1s. Tax Due ................................................................................................................. . ts. 12,490.24 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 ' C 1 t Address' File Number 21-12-0634 Decedents omp e e DECEDENT'S NAME Lehman, Ralph A. STREETADDRESS 6415 Glenwood Street CITY Mechanicsburg STATE: PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 8. Discount 624.51 3. Interest 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund (1) 12,490.24 524.51 (3) (4) 1. Did decedent make a transfer and: Yes No a. retain the use or inwme of the property transferred :.............................................................................. b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x ^ x c. retain a reversionary interest: or .............................................................................................................. d. receive the promise for life of either payments, benefits or care? ............................................................ ^ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^ receiving adequate wnsideration? .................................................................................................................... n n 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 surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of tha 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 dales 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 al 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 beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9716 (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. Total Credits (A + E3) (2) Rev-7508 EX+(8-98) LOMMONWFA4HOF PENNSYLVANU INHERRANLE TAX RETURN RESIDENT pELEOENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Lehman, Ralph A. 21-12-0834 Inclutla the proceatls of liti~etion end the tlate the procaetls were received by the as7ale. All property jolntlyownatl w ih the dpht of survlvorehlp moat ba tllscloaad on achetlule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Cash 127.00 2 Fulton Bank -Certificate of Deposit No. 000-0627840 -Balance at date of death $27,326.57 - 27,377.61 plus Accrued Interest of $51.04 3 Fulton Bank -Certificate of Deposit No. 432-0352114 -Balance at date of death $5,167.13 - 5,167.77 plus Accrued Interest of $.64 4 Fulton Bank -Certificate of Deposit No. 432-0353132 -Balance at date of death $5,397.50 - 5,400.90 plus Accrued Interest of $3.40 5 Fulton Bank - Certificate of Deposit No. 438-0359733 -Balance at date of death $5,484.59 - 5,485.84 plus Accrued Interest of $1.25 8 Fulton Bank -Certificate of Deposit No. 436-0359772 -Balance at date of death $5,320.79 - 5,329.98 plus Accrued Interest of $9.19 7 Fulton Bank -Checking Account No. 3823-94422 -Balance at date of death $72,267.27 72,267.27 TOTAL (Also enter on Line 5, Recapitulation) 121,758.37 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rav-7570 EX~ )8-98) COMMONWEALTHOF PENNSYLVANIA INHERITANCE TA%RETURN RESIDENT OECEOENi ESTATE OF Lehman Ralph A SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER I [7-72-U This schetlule mull be complelatl antl (ilatl if the Gnawer to any o/ questions 7 through 4 on the reverse aitle of the REV-i5001;OVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY NUMBER THE DA E OF TERgN5FEq 5gT7gCNTA COPY Oi THE OEIED FOR REAL ESTAT DATE OF DEATH % OF DECD'S E. 1 Fulton Bank -Certificate of D VALUE OF ASSET INTEREST -- eposit No. 432-0352159 - Balance at date of death $2 500 00 2.511.42 , . -plus Accrued Interest of $11.42 - In Trust For: Barry M. Henning , Nephew 2 Fulton Bank -Certificate of Deposit No. 432-0352154 - Balance at date of death $2,500.00 -plus Accrued 2,571.42 Interest of $11.42-In Trust For: Faye Henning, Niece 3 F 53 B o Ba an e at date of death $2,626 59 N lus Accrued p 2.659.32 Interest of $32.73 - In Trust For: Rose l'Ind Hoffman , Stepchild 4 Fulton Bank - Certificate of Deposit No. 436-0359757 - I Balance at date of death $2,626.59 -plus Accrued 2.659.32 Interest of $32.73 - In Trust For: Michael P. Kohl, Stepchild TOTAL (Also enter on Line 7, Recapitulation) TAXABLE VALUE 2,511.42 2,511.42 2,659.32 2,659.32 Copyright (c) 2002 form software only The tLacknerpGmupn IenUCed, additional pages of the same size) Form PA-1500 Schetlule G (Rev. 6-98) REV-1161 EX+t10-08) COM~~7~()F pEENN~y~yANIA SCHEDULE H FUNERAL EXPENSES & \DMINISTRATIVE COST ESTATE OF FILE NUMBER _ Lehman, Ralph A. 21-12-0634 ~~~^ ~. "° ~~..~. ,6~IVI aGY Vn J{H leuul@ 1. ITEM __d UMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached ~ 260.87 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Barry M. Henning street Address 6415 Glenwood Street City Mechanicsburg State PA zio 17050 Year(s) Commission Daid 6,161.00 z. Anornev's Fees Reilly, Wolfson, Shelley, Schrum and Lundberg LLP 6,161.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 157.50 5. Accountant's Fees 300.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 265.92 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,306.29 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF ITEM NUMBER DESCRIPTION NUMBER Fun ral xo ~Qee ~ Barry M. Henning -Reimbursement of costs advanced to the Quentin Tavern for Funeral Luncheon Expenses Other Adminictrati~ roster 2 Cumberland Law Journal -Advertise Estate Notice 3 Notary Fees 4 The Sentinel - Advertise Estate Notice H-A F#-B7 Copyright (c) 2002 form software only The Lackner Group, Inc. AMOUNT 260.87 260.87 75.00 72.00 178.92 265.92 Form pA-~ 500 Schedule H (Rev. 6-98) Rav-1512 E%~ (12-0e1 COMMONWEALTH OF PENN6YLVANIA INHERITANCE iA% RETOgN RE610ENT OECEOENT ESTATE OF SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS LE NUMBER 21-12-063d Report tlebb ineumtl by the tlecstlent pdor to tleath Nat remalnatl unpaltl al the tlata or tleath, Inclutlina unreimbunetl matlleal expenass. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 Continuing Care RX -Newport -Medical Expense OF DEATH 18.79 2 Cumberland Crossings Retirement Community -Room and Board 8,644.85 3 Darryl Guistwite, D.O. -Medical Expense 119.96 4 Fulton Bank -Visa Account No. 4037680017057209 109.55 5 V. Eugene Kilmore, Jr., MD -Medical Expense 53.88 TOTAL (Also enter on Line 10, Recapitulation) I 8,947.05 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1317 EX+tN-03) SCHEDULE J COMA OF~Eryry~~AN1A BENEFICIARIES ESTATE OF TT rr~~~~TT Lehman, Ral h A. NUMBER NAME AND ADDRESS OF REIATIONSHIF PERSON(Sl RECEIVING PROPERTY DECEDENT I TAXABLE DISTRIBUTIONS (include o~dd~r,r ~.,_..__~ See attached schedule FILE NUMBER _, 27-12-0634 SHARE OF ESTATE AMOU f OF ESTATE ($$$) Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 o~easheet, as a I i II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS - - ..~ u-~rvrcrc 1u1AL NON-TAXAB Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-7500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Ralph A. Lehman 05/13/2012 188-10-9824 Item Name and Address of Person(s) Vumber Receiving Property Relatio 1 Barry M. Henning Nephew 6415 Glenwood Street Mechanicsburg, PA 17050 2 Faye Henning Niece 6415 Glenwood Street Mechanicsburg, PA 17050 3 Rosalind Hoffman Stepchild 6415 Glenwood Street Mechanicsburg, PA 17050 4 Michael P. Kohl Stepchild 10205 Belladrum Alpharetta, GA 30022 5 Lloyd M. Lehman Brother 701 Kimmerlings Road Lebanon, PA 17046 7 Share of Estate (Words) 1/2 of the Residuary Estate & Fulton Bank - Certificate of Deposit No.432-0352159 Fulton Bank-Certificate of Deposit No. 432 -0352164 Fulton Bank-Certificate of Deposit No. 432 -0359753 1/4th of the Residuary Estate & Fulton Bank - Certificate of Deposit No.436-0359757 1/4th of the Residuary Estate Total Amount of Estate (ssa) LAST WILL AND TESTAMENT I, RALPH A. LEHMAN, of 6415 Glenwood Street, Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, Social Security Number 188-10- 9824, being of sound and disposing mind and memory, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: At the time of the v~riting of this Last Will and Testament, I am a single man. I have no children. SECOND: I direct my funeral and last sickness expenses and my just debts to be paid as soon as possible after the probate of this my Will. After the payment of my debts and said expenses, I give, devise and bequeath my property and estate as hereinafter provided. THIRD: I give, devise and bequeath all of my clothing to my nephew, BARRY M. HENNING, and to his evife, FAYE A. HENNING, or the survivor of them, to dispose of in a manner consistent with our discussions together, FOURTH: All the rest, residue and remainder of my property and estate, real, personal or mixed, wheresoever situate and of whatsoever the same may consist, I give, devise and bequeath as follows: A. One-quarter (1/4) of my estate to my brother, LLOYD M. LEHMAN. If my brother, LLOYD M. LEHMAN, predeceases me, then I give, devise, and bequeath this one-quarter (1/4) share of my estate to my sister-in-law, DONNA J. EBERLY-LEHMAN, if she survives me, If my sister-in-law, DONNA J. EBERLY-LEHMAN, predeceases me, then I give, devise, and bequeath this one-quarter (1/4) share of my estate to my step-son, MICHAEL P. KOHL, if he survives me. If my step-son, MICHAEL P. KOHL, predeceases me, then I give, devise, and bequeath this one-quarter (1/4) share of my estate to the child or children of my step-son, MICHAEL P. KOHL, who survive me, in equal shares; B. One-half (i/2) of my estate to my nephew, BARRY M. HENNING. If my nephew, BARRY M. HENNING, predeceases me, then I give, devise and bequeath this one-half (1/2) share of my estate to his wife, FAYE A. HENNING, if she survives me. If my nephew's wife, FAYE A. HENNING, predeceases me, then I give, devise, and bequeath this one-half (1/2) share of my estate to the child or children of BARRY M. HENNING and FAYE M. HENNING, who survive me, in equal shares; 2 ~ ~ '~> ! C. One-fourth (1/4) of my estate to my stepson, MICHAEL P. KOHL. In the event my stepson, MICHAEL P. KOHL, predeceases me, then I give, devise, and bequeath this one-fourth (1/~4) share of my estate to the child or children of my stepson, MICHAEL P. KOHL, who survive me, in equal shares. FIFTH I hereby authorize. and empower my Executor to lease, mortgage, pledge, sell or convey any and all of my estate, real, personal and mixed, using their discretion as to the manner, i:ime and terms thereof, and to convey the same by proper deeds or other instruments, and to make distribution in cash or in kind or partly in cash and partly in kind, and in such manner as may be determined by my Executor. No person dealing with my said Executor shall be responsible for the application of any proceeds or purchase monies. I further authorize my Executor to manage my estate and property and to invest and reinvest the principal thereof at their discretion in such form of investment as may commend itself to the best judgment of my said Executor, SIXTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. 3 SEVENTH: I nominate, constitute and a ppoint my nephew, BARRY M. HENNING, of 6415 Glenwood Street, Mechanicsburg, Pennsylvania, to be the Executor of this my Last Will and Testament, provided that in the event my nephew, BARRY M. HENNING, is unable or unwilling, for any reason, to serve as Executor, then in such event, I nominate, constitute and appoint my nephew's wife, FAYE A. HENNING, of 6415 Glenwood Street, Mechanicsburg, Pennsylvania, to be the Executrix of this my Last Will and Testament. EIGHTH: No interest (whether in income or principal, whether or not a remainder interest, and whether vested or contingent) of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his or her said interest, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any liability of such beneficiary, whether such liability arises from his or her debts, contracts, torts, or other engagements of any type. NINTH: I direct that no Executor shall be required to give any bond, and that if, notwithstanding this direction, any bond is required by any law, statute or rule of court, no surety shall be required thereon. 4N f A /~/ 4 IN WITNESS WHEREOF, I have hereunto set my hand and seal this t~~~~ day of n'~w'ccr~- , A.D., 2012. Ralph A. `Lehman ~ SIGNED, SEALED, PUBLISHED and DECLARED by RALPH A. LEHMAN, Testator above named, as and for his Last Will and Testament, and we, at his request, in his presence, and in the presence of each other, have subscribed our names as attesting witnesses thereof. llcv e C.na-a~c,ra.~ f\ur;.c~, L,.~~ - ', -'1 i~"'°"- ~ ~~~, Address ~?,iW r~ir~ l~ ;ll«- 1211 . ~ ~) ~> ~l~ ~i 17~~5(,~ _ s ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF LEBANON SS. I, RALPH A. LEHMAN, Testator, whose name is signed to i:he attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~~~~: Ralph A. Lehman Sworn or affirmed to and acknowledged before me by RALPH A. LEHMAN, the Testator, this ~ day of M~,ar_rl A. D., 2012. d~ i l~~ n ~~ ~ NONPUBLIC coMMONwEAL~ or rEnMSn,vnnlu, NOTARUsL SEAL Mary C. Garrett, Notary Public N Cornwall Twp, Lebanon County My commission expires March 02, 2014 6 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF LEBANON RALPH A. LEHMAN We' and MELISSA A. HENNING 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 Testator sign and execute the instrument as his Last Will and Testament; that RALPH A, LEHMAN signed willingly and that RALPH A. LEHMAN 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 said Last Will and Testament as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn and afFrmed to and acknowledge before me by Tr~orr-r~ ~ 5~~ and h/I~Ll85A /q /~F rn//n//, Witnesses, this /Gne day of 4~no~.N , A.D.,2012. NOlAF Y~UBLIC~ COMMOtdWEAL'FH OF PENNSYLVAAIIA NOTARIAL. SEAL Marv C. Garrett. Notary public ~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January ;?, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law Journal on the following dates, Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in 1:he foregoing statements as to time, place and chazacter of publication are true. Lehman, Ralph A., deed. Late of Mechanicsburg Borough. Executor: Bazry M. Henning c/o Timothy D. Sheffey, Esquire, Reilly, Wolfson, Sheffey, Schrum end Lundberg LLP, 1601 Cornwall Road, Lebanon, PA 17042. Attorneys: Timothy D. Sheffey, Esquire, Reilly, Wolfson, Sheffey, Schrum and Lundberg LLP, 1601 Cornwall Road, Lebanon, PA 17042. w~ G / Li Marie Coyne, E for SWORN TO AND SUBSCRIBED before me this 13 of Julv 2012 ~a~ !~C Notazy NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie Cox Sales Director, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as teas printed and published in the regular editions and issues of THE SENTINEL on the following day(s): Julv 4, 11 & 18 2012 COPY OF NOTICE OF PUBLICATION ESTATE NOTICE Notice is hereby given that. Letters Testamentary on the Estate of RALPH p. LENMAN, late of Mechanicsburg Borough, have beeh grantetl to Berry M. Henning. Allpersons therefore indebted to said estate are requested to~meke immediate payment, and thosehaving just claims will please present the same, tluly ii authenticated, for settlement without delay. Estate of Ralph A. Lehman Wo Timothy D. Sheffey, Esquire .Reilly, Wolfson, Sheffey I .. Schrumand Luntlberg LLP 1661 Cornwall Roatl Lebanon, Pq 17042 i Affiant further deposes that he/she is not interested in the subject:matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are _~ Sworn to d subscrib d belnlfore me this Nol:ary Public My commission expires: NOTARIAL SEAL BAMBI ANN HECKENDORN tJotary Public CARLISLE BOROUGH, CUMBERLAND CNTY idy Commission Expires ,Ian 27, 21714 Flultorn Bank LISTENING IS JUST THE BEGINNING.° July 6, 2012 ~, •F it 1 (~aw p Mu 4u+ a E p ~ u:.~,c m~k ~ 6 ~: Law Offices This 4liDIYn89K~f ~; SUtl?;j,"f: MFi ~~, R nlaii~~, W IiilSltt~ ~ OCUf1P.Sy Reilly, Wolfson, Sheffey, in anrtF.~a, to }ro:ar eti;:~ry, 9;~~i i; -.; a Schrum and Lundberg LLP 1i1t `" - . y``~' c`~nt'~aonilk~ use-only. ' :%uilk i,Jm(Shr,q I.1$ 7i~ri i'i 4.tif:til ~:~'.i4J,`: fk;h f 160 ] Cornwall Road 9uarant~e rtie ;c,;~;.,,;,y N.~„ fnra~ ` ~+esent or p ik'&8 t!' rt"iilY:lJliltl Dt tPic Lebanon, PA 17042 L7fan,;a3tkx; ,u'k~F'1:.7:c' fyr, ,~~>~fsii~iiiro ft, c«yy>;ttn,od by the bsnk o. af~~ Dt rir oiiio~;s, ett~loyct~ ra a-,ts. Hny opinion herein erpressecl is sut,iecy to clujnge without notira Dear Ms. Sheffey, RE: Ralph A. Lehman, deceased May 13, 2012 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following account was open at the dlate of death: Checking #3623-94422 Date of death balance $72,267.2;', opened 4/21/09, titled in his name alone Safe Deposit Box #149 Opened 8/29/1 I at the Silver Spring Commons branch, held in his name alone DATE OF DEATR ACC CD# BALANCE INT RATE OPEN 000-0627840 $27,326.57 $51.04 1.39% 3/25/92 ROLL OVER MATURITY * Joint with Dorothy P. Kohl Lehman 3/25/12 3/25/17 432-0352]14 $5,167.13 $0.64 0.50% 2/4/11 * Titled in his name alone 5/4/12 8/4/13 432-0352159 $2,500.00 $]1.42 1.04% 12/5/1] * Titled in his name alone In Trust For B 12/5/14 432-03 52 1 64 anY M. Henning $2,500.00 $11.42 ].04% 12/5/11 12/5/14 * Titled in his name alone Faye Henning 436-0353]32 $5,397.50 $3.40 0.50% 9/28/09 3/28/12 * Titled in his name alone 6/28/13 436-0359733 $5,484.59 $1.25 0.49% 10/26/09 * Titled in his name alone 4/26/12 7/26/]3 436-0359753 $2,626.59 $32.73 2.47% 1]/12/09 * Titled in his name alone Rosalind Hoffinan 11/]2/12 436-0359757 $2,626.59 $32.73 2.47% ] 1/]2/09 * Titled in his name alone Michael P. Kohl 11/12/12 436-0359772 $5,320.79 $9.19 0.90% ]2/4/09 * Titled in his name alone 3/4/1 I 6/4/12 Barry M. Henning is Power of Attorney on all accounts.If you have any other questions, please feel free tocontact me at (7 ] 7) 327-2497. Sincerel ~~~ oshua A. Groff Credi[ Confirmation Processor 1.800.FULTON.4 fultonbank.com Fulton Bank, N.A, Member FDIC. Member of the Fulton Financial Family ~ PENNSYLVANIA INHERITANCIE TAX BUREAU DF INDIVIDUAL TAxes ~ INFORMATION NOTICE PD BOX 290601 Pennsylvania AND FILE ND. 21 12-0634 HARRISBURG PA 17129-0601 ACN oe""NTwf"' or aevtnul TAXPAYE R RE S P ONS E 1 2 1 3 75 3 1 erv-~san e: ur cosau DATE D6-25-2012 FA YE HENNING 6415 GLENWOOD ST MECHANICSBURG PA 17050-1912 DEBTS AND DEDUCTIONS CLAIMED TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. FULTON BANK NA provitled the department with the information below, which was used in calculatin Recortls indicate that at the tlea th of the above -nametl tlecetlent. you were a joint owner/beneficiary of th5s account. If deceased and any amount other than zero is reflected below on the Potential Tax Oue ii ne, m a the inheritance tax due. notify the department of You are the spouse of the If you believe the informa ti on our reula ecL ph epse obtain we ittee oorYec th on Kf rom Bhe fi na nciaARi ns ti tutie me at to has mop"bee due,foem and uretu rn it to the above atldress. Please call 717-787-8327 with sues ti ons. 1 belON and writing Spouse" in PART 2. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 432-03521 64 Data 12-05-2011 To ensure proper cretlit to the account, twe Established copies of this notice must accompany Account Balance $` 2,511.42 payment to the Register of Wills. Make check Percent Taxable X Dav able ko "Register pf Wills, Agent". 100.00 Amount Subjeet to Tax $ 2,511.42 NOTE: If tax pavmants are made within three TaX Rate X months of the decedent's date of death, . 1 5 tleduct a 5 percent discount on the tax tlue. Potential Tax Due $ 376.71 A"y inheri t:3n ce tax tlue will become delinquent PART nine months offer the date of Death. ^j TAXPAYER RESPONSE 4~ w=ay ,„kr., W~ N w,, ..,.{a .,,`iC°'+„`~ .~, A• ~ The above information and kax due in correct Remit payment to the Register of Wills with two copies of this nnti ce to obtain r C HECK ~ a eiscount or avoid interest, ar return this notice to the Register of Wills and L ONE an official assessment will be issuetl by the PA Department of Revenue. BLOCK ~ ONL Y B' ~ The above assek has been or will be reporkatl and tax paitl with the Pen nsvl vania inheritance tax return filed by the estate representaki ve. C. ~ The above informa ion is incorrect and/or tlebts antl tle tluctions were paitl. Complete PART 2~ end/or PART 3^ below. PART If in tlicatin9 a difte re nt tax rate, please state y ~>: '~~-=x relationship to decetlent: y ` t~ ` ~ , . ~,* ~ ~. TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ~~' a `k xTI~ i LINE 1. Date Established ~ ~ +~ 2. Account Balance 2 $ ~, ~3 Si `4 i~ P & ~k§ 3. Percent Taxanle 3 X ~ ~ i~ " PrS~`~`3~t~: Y, r7 ``~T'~pN~i~'~'°i s* !~'§:~k~~t0.3~~i"'~'~ r;~`m ~.`': 4. Amount Subject to Tax 4 +S rc a 5. Debts and Detluctions - .~ tp 7 ~ ~~ `t ~~.+w'+"iS'C'~`~ ~'~~D,` 5 i ~ prL s~tea.l'Zm.~'~v~~ysvY.u'.. 6. Amount Taxable a $ r 7. Taz Rete T X g~t $~` i""~ e~,t~Rwt `„~`Ycg jy ? T`~ >in: 8. Tax Due `$i,~y r~'C~'` t`~":~ :m"?~~~";}:q~'"~, i""v. '~.a ~'. x $ :*L i SvAxn ..,~. .. .. .... ... ax. ,.ltwi•. . PART DATE PAID PAYEE EST. OF RALPH A LEHMAN SSN 188-10-9824 DATE OF DEATH 05-13-2012 COUNTY CUM BERLANO REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS 1 COURTHOUSE SQIJA RE CARLISLE PA 17013 DESCRIPTION iuipL (Enter on Line 5 of Tax CompuYatioN S Untler penalties of perjury, I tlecla re that the facts I reported above are true, correct and complete to the best of my knowledge and belief. .__. AMOUNT PAID _..~ ~ ~,` PENNSYLVANIA INHERITANCE T BUREAU OF INmv7nuAt Taxes INFORMATION NOTICE PD Box zaosBl Pennsylvania AND NARRISBDRG PA I]128-0601 DEPggTMENT nF gEVENUE TAXPAYER RESPONSE REV-154] EF qfr (p5~111 BARRY M HENNING 6415 GLENWOOD ST MECHANICSBURG PA 17050-1912 FILE ACN DATE EST. OF RALPH A LEHMAN SSN 188-10-9824 DATE OF DEATH 05-13-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILI'_S 1 COURTHOUSE SQUARE CARLISLE PA 1'7013 N0. 21 12-0634 12137530 06-25-2012 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. FULTDN BANK NA provi tletl the department with the information below, Records indicate that at the tleath of the above-nametl tlec etlent, you were a which was used in calcul atin deceased and any amount other than zero is reflected below on the pP tend alb Taxl D(ue yline h(n ote Dno taxi may be tduel,~nbutt you mustue. notify the Jena rtment of You are the spouse of the if you believe ne informati on ou r(n eels tcconsPh ease obta en deceased by checking Box C in PART 1 below and wri tin it to the above atldres s. Please call ]17-78]-8327 written correction from the financial institution, attach a copy to ath ie form and Tr turn with questions. COMPLETE PART 1 BELOW z SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 432-0 352159 Date 12-05-2011 Establishetl To ensure proper credit to the account, kwo copies of this notice must accompany Account Balance $ 2,511.42 Payment to the Register of Wills. Make check Percent Taxable X aav able to '•R egister of Wills, Agent•'. 100 00 Amount Subject to Tax $ NOTE If Tax Rate 2,511.42 : tax pavmants are node within three X 15 month d s of the tlecetlant's date of tleath. Potential Tax Due etl uc t a 5 percent tli scounk on the tax tlue +C 37 6 . 7 1 Anv i . nheritance tax due will become tlelinauent PART nine Wont hs after the tlate of tleath TAXPAYER RESPONSE . A• ~ The i u ..~ above onto rn ati on and kaz due as 4a?t"'yam 2 1.u correct. Remit oavment to the Register of Wills with two i CH EC K a discount or avoid interes<, or ret cop es of this notice to obtain ONE an official urn this assessment will be i notice to the Re gister of Wills and ~ BLOCK ssuetl by the PA De Oartma nt of Revenue. ONL Y B' The above asset filetl by the es has been or will be repo rtatl antl kake re r tex paid with khe Pennsylvani i p esenkative. a nheritance tax return PART If intlicatin9 a tlif to re nt relationship to dacetle nf: TAX RETURN - CALCULATION LINE 1. Date Esta63ishetl 2. Account Balance 3. Percent Taxable 4. Ampu nt Subject to Tax 5. Debts and Detluctions 6. Amount Taxable 7. Taz Rate R. Tax Due PART 0 DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION TOTAL CEnter on Line 5 of Tax ComputatlorJ Under penalties of 6 perjury, I declare Shat the facts I reportetl above are true, correct antl complete to the best of my knowlatlge and belief. L. ~ The above inf orma lon is into rre ci and/or tlebts and deductions were paid. Complete PART 2~ antl/or PART 3r, below. rate, please state OF TAX ON JOINT/TRUST ACCOUNTS 2 +~ a X 4 5 6 vt T X e SR AMOUNT PAID _.._ ~ ~ _. WORK._ . C 1 ... _ ~•, PENNSYLVANIA INHERITANCE T BUREAU OF INDIVIDUAL rnxes I NF O R MAT I O N N OT I CE PD Box 280601 pennsytvania AND HARRISBURG PA 17126-060] °EPpgTMeNiDFgEOENUe TAXPAYER RESPONSE REV-1563 E% Rfr 105 -I I) FILE N0. 21 12-0634 ACN 12137532 DATE 06-25-2012 EST. OF RALPH /\ LEHMAN SSN 18Fi-10-9824 DATE OF DEATH 05-13-2012 COUNTY CUMBERLAND REMIT PAYMENT AND F"O RMS T0: ROSALIND HOFFMAN 6415 GLENWOOD ST REGISTER OF WILLS MECHANICSBURG PA 17050-1912 1 COURTHOUSE SQUARE CARLISLE PA 17813 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. FULTON BANK NA provitletl the department with the information RBCOrtlS 1ntllCdLe that dt the death of the daOVe-ndmed deCetlepY, you Were a below, Whl[h Was used in deceased and any amount other than zero is reflected below on the°P tentialo Tax~DUe li ne hlnote no tax umayl betdue nhbutt you mustpe notify the department of your relati onshlp to the deceased b Y account. If you are the spouse of the it Yo thelabove add res ormaP~ea se scan oili~7g7 83P ew°Yh as uesti onsn y Checking Boz C in PART 1 below and Wri tln correction from the financial institution. attach a copy to 0th is form antl Tr turn COMPLETE PART 1 BELOW ^ SEE R EVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 4 36-0 35 9753 Date 11-12-2009 Established To ensure proper eretlit to the account, copies of this notice must ac companv two Account Balance $ 2 659 32 payment to the Register of Wills. Make check Percent Taxable X pav able to "Register ofi Wills, Avant". Amount Subject to Tax 100. DO S 2,659.32 NOTE: It tax pavnents are made within three TaX Rate X months of the tlecetlenf 's tlate of death, Potential TaX Due 15 tletluct a 5 percent discount on the tax due. $ 3 98.9 0 Anv inheritance tax due will becone delinquent PART nine months after the tlate of tlea th. 0 TAXPAYER RESPONSE 4 ~ a A. ~ The above anf ormation antl tax tlue is correct. Remit pavment to the Re6ist er of Wills with two conies of this notice to obtain r CHECK ~ a discount or avoid inke rest, or return this notice to the Re L ONE an official assessment will be issuetl by the PA De pariment of gRene nuef Wills antl BLOCK B. he above asset has been or will be reportetl antl taz ONL Y filetl by the estate reores entativa. paitl with the Po nnsyl vania inheritance tax return C. ~ The above inf orma eon is incorrect and/or tlebts and tletlu<kions were paitl. Complete PART ~ end/or PART 3^ below. PART If indicating a different tax rate, please state ~ r relationship to decadent: t- ~~ '~"~ ~ ' : ~~v TAX RETURN ~;~.~~i~'~ryx,~3,gg+M~Fl~1R+~ - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS e y~t4 ^i: epx6r`S"'~x~`~r~'i1 n LINE 1. Date Esiablished 1 m .`.++. 2. Account Balance p $ 'i ~'~nreui~~. ~s .k 3. Percent Taxable ° a X ,. 4. Amount Subject to Tax 4 ~~y n lk ~ utt^~,'.?b"~k 5. Debts and Deductions 5 - '~ 7.'"~~" ~"~' n ~',u~'$vk'lif'- 6. Amount Taxable $ .~~~'~~~ ~ ° s ~ 3~'a ~. ~ ,.~.~~ 6 7 . T a x Rat e 7 X Lk$.X "~' "-~r''~''~tfF", °.` a # ' `. ,.~yy" e. Tax Due B $ ~is'y~`'R~t,E~^.~'ail~a~'i'"'~w~~t, PART `F~~ a a~a~ DEBTS AND DEDUCTIDNS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Un tl¢r pe nalti¢s of 8 perjury, I tlecla re that the facts I ra ortetl complete to the best of my knowletlge antl be 11 ef. p above are true, correct antl __ _ ..,,.. ,~,~.,..,w......_w..,.. ~......_. Rx,...1 LAW OFFICES Frederick S. Wolfson REILLY, WOLFSON, SHEFFEY,, Timothy D. Sheffey SCHRUM AND LUNDBERG LL:P Loren A. Schrum Paul A. Lundberg - Paul C. Bametzreider 1601 Cornwall Road, Lebanon, Pennsylvania 17042-7~}06 Michelle R. Calvert Colleen S. Gallo (717) 273-3733 Fax (717) 273-1535 rwssl~leblaw.com www.leblaw.com August 14, 2012 Attn: Register of Wills Cumberland County Courthouse 1 Courthouse Squaze, Room 102 Carlisle, PA 17013 RE: ESTATE OF RALPH LEHMAN FILE NO. 21-12-0634 Dear Sir or Madam: Magdalene C. Zeppos Peggy M. Morcom Desiree A. Brougher Corey M. Lamoureux James T. Reilly (1964-2000) As requested, enclosed please find a check in the amount of $185.00 which represents payment of the filing fee for the PA Inheritance Tax Return as well as the additional cost of Letters Testamentary. ~~G~ 'lease call if you have any questions. ;~ `'-~ 'Q O' Very truly yours, ,~,:: ~ ~ ~., w ~ ry' o ~ ' ~ c~ ~ ~ , ~ ' ~ REILLY, WOLFSON, SHEFFEY, SCHR ~ UM AND LUNDBERG LLP TDS/bh Enclosure cc: Barry M. Henning, Executor Timot~D. Sheffey ~C~ Serving out clients since 1940 LAW OFFICES Frederick S. Wolfson Timothy D. Sheffey Loren A. Schrum Paul A. Lundberg Paul C. Bametzreider Michelle R. Calvert Colleen S. Gallo REILLY, WOLFSON, SHEFFEY, SCHRUM AND LUNDBERG LLP 1601 Cornwall Road, Lebanon, Pennsylvania 17042-7406 (717) 273-3733 Fax (717) 273-1535 rwssl~leblaw.com www.leblaw.com Magdalene C. Zeppos Peggy M. Morcom Desire A. Brougher Corey M. Lamoureux James T. Reilly (1964-2000) August 13, 2012 Certified Mail Retum Receipt Requested Attn: Register of Wills Cumberland County Courthouse 1 Courthouse Square, Room 102 ~ '` Carlisle, PA 17013 ~ C ~ ~' ~ J c~ a RE: ESTATE OF RALPH A. LEHMAN mac, " -tip r_~ x Dear Sir or Madam: ~ '" N; ~-= o + v' ~, Enclosed please an original and one copy of the Pennsylv ania Inheritance Tax Return prepared for the Estate of Ralph A. Lehman. Also, enclosed please find a check in the amount of $11,8ti5.73 which represents payment of the inheritance taxes. Please call if you have any questions or need any additional information. Very truly yours, REILLY, WOLFSON, SHEFFEY, SCHRUM AND LUNDBERG LLP Timothy D. effey V ~ TDL/bh Enclosure cc: Barry M. Henning, Executor Serving our clients since 1940 r~ ~~-`~ ~~ s J, ~~ 13 0 _ ~,~ x ~ i+ #*` ^4' !, *~ ~~ `. } .~,: ~~~~ -,-' ^ ., - :58 2~i"i ~,i:+~ I ~, coV rz Cuf~a, ~.,...~ i~ r~~ n ~, a. Ul O .~ tll ~ ~ g W x~ ~ ~ 1+ ~~ U] Q oo '' U NM O ]a 3> s,c~'~ 0 3 "~~ z a. u° ~ N U m a ~~ ~ 3Q s~ . , ~~ ~ ~ o a~~~ a ~ ~ ~ s a o C ~ ~U y i V Sroroa aU7.a V O O --