HomeMy WebLinkAbout04-0949 PETITION FOR PROBATE and GRANT OF LETTERS
i - oq -o
also known as To:
Register of W~ills for the
Social Security No. ~ ~ ? ' /3 - q(~ ~ peceased. County of (.9,A~L~_~ in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ag9 or ~der an~the ex~ecut named
in the last wilt of the above decedent, dated
and codicil(s) dated ,
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~~
hJ 5/~ . last family or principal residence at 3 o ~ ~~/,:Lf_.~_. ' Count~,,Pennsylvania, with
(list street, number and muncipality)
Dec, e)ade~nt, th.en3 _ ~o . . ~d ~0 ¢_~LC~4.A..) /,~, , 1~_ .~O~¢z> ~,
at_ /v_~-¢.~, ~
Except as {¢mlows, decedent did not marry, was not divorced and did not have a child born or adopteci
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $:
situated as follows: /5'~, o-e-o
WHEREFORE, petitioner(s) respectfully r..~quest(s) the probate of the last will ~d codicil(s)
presented herewith and the grant of letters ,/C~cL-,'~,~,~7~ ~
theron. (testamentary; administr,~tion c.t.a.; administratiqn d.b.n.c.t.a.)
OATH OFPERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF f ~,,n l~.~-/a ~ c~ f :ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true arid correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirm¢~5./..and subscribed
before me this o~/ day of
'~, ff.x._(_Yc//~-Regf~er
Estate Of
.., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
!
been Cresented;befo[e me,
!T iS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of ~c~o /
~ ff 0'~ l~cj'0/~J- .--1-9 ~._~, in consideration of the petition on
and Letters e ~' '~5~~~"
are hereby granted to
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
Renunciation ................
TOTAL
Filed ...................................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is lo certify lhat the information here given is correctly copied from an original certificate of death duly filed with me as
l.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this Cellificate. $2.00
10667657
No.
Local Registrar
Date
TYPE,PRINT
PERM~,NENT
Bt AC:K INK
mos ~4~ Rev ~tEl COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE N~MB~R
NAME OF DECEDENT (Fi~t, UId~e. LaM) SEX ] SOCIAL SECURITY NUMBER I DATE OF DEA IH (Mon[h
~ Paul R Leiter ~ Male i~ 209 -12 - 7921 /"~J~t~. ~
· ° I. I. 14. t~- ~
,,. Cumberland .East. Pennsboro.. &~o~J 5g,Cx~ ~&&eg~ ~;~.~,m.:-:, ' ,0. White
ar v,~ ~.: d~ AS DECEDENT EVER INDECEDENT'S EO~ATION
DECEDE~ ~UAL ~UPAT~N KI~ ~ BUSINESS / INDUSTRY ~ S. ~MED F~CES? I (~ ~.~d~ M~ITAL STATUS - M~, SURVIVING SPOUSE
,,. Inspector m,. Rail m ..
DE~EDENT,S M~Li~A~RESS(S~ Ci~n~n.~ta~,~p~) i mCEDENT,S i*a.v*'~ NoD 113. (~0 (iaaa) ~ W i dowedLowerl
303 Glenndale Drive ~s,DE,c~ ~..s~t. PA
. (s.m,,~, Cumberl and t~p~ ~,.~ ,m,~,~t,~
~.hl remanstown PA 17011 ~,~) t~b.c~mV
~. ~arm Lelter ~. vmorence vogmeman
~. Larrv Leiter ~. 15 S. 4th Street Apt. XbA mewport
:,~ .... ~ ......... ~ ~.. ~u-~-~uu, Mechanlcsburq Cemete v Mechan~csburg PA
~C~re~e~Y~'~ // To~st~my~e d~m~dal~t~ dalea~a~stated - ILICENSENUMaER I~T~ S~t;~aeD -
~,ny ~c,an ~ nol avall~ie at brae of~ ~o~ I (Si~t~e ~d Tille I I(Uon~h Day Yeaq
O55
LAST ~VILL
OF
PAUL R. LEITER
I, PAUL R. LEITER, of Lower Allen Township, Cumberland County,
Pennsylvania, do hereby declare this to be my Last Will, and do hereby revoke
all prior Wills and Codicils heretofore made by me.
1. I hereby give and bequeath to my spouse, RUTH M. LEI'ISgR
(hereinafter referred to as "my spouse") if my spouse survives me, my entire
interest in and to any and all furniture, antiques, clothing, jewelry, pictures,
statuary, works of art, silver, plate, ornaments, bric-a-brac, tapestry, household
goods, utensils and supplies, books, linen, china, glass, automobiles, plants,
implements, and tools that may be in, at or about my home at the time of my
death, and all of my other tangible personal property, together with all policies
of insurance.
If my spouse does not survive me, all of the property above described in
this paragraph 1, except to the extent that certain items thereof are otherwise set
forth in a memorandum that may be attached to this Will, I hereby give and
bequeath to those of my nieces, LINDA R. SHERIDAN, CYNTHIA NEARY,
JUDITH WHITTENGHILL and SUSAN WEAVER, who may survive me at the
time of my death, to be divided between or among them in as equal shares as
may be possible, as they may mutually agree; should my said surviving nieces be
unable to agree between or among themselves upon such a division of said
property, alternate choice of individual items thereof shall be made by her as
follows: the first choice shall be made by the oldest of my surviving nieces, the
second choice shall be made by my next oldest surviving niece, and so on
according to age until an equal or nearly equal division and distribution of said
property items is completed.
2. If my spouse survives me at my death, I hereby give, bequeath and
devise to my spouse all of the rest, residue and remainder of my property and
estate, of whatsoever nature and wheresoever situate, together with all policies
of insurance thereon.
3. If my spouse does not survive me, then all of the rest, residue and
remainder of my property and estate, of whatsoever nature and wheresoever
situate, together with all policies of insurance thereon, I hereby give, bequeath
and devise as follows:
(a) 10% thereof to be divided in equal shares among St. Mark's
Evangelical Lutheran Church of Colonial Park, Pennsylvania, St. Luke's
Lutheran Church of Littlestown, Pennsylvania and the Care Assurance
Fund of the Gettysburg Lutheran Home;
(b) 50% thereof to be divided among Larry Leiter, Sherry Leiter,
Grady Leiter, Linda R. Sheridan, Susan Weaver, Judith Whittenghill and
Cynthia Neary, in equal shares; and
(c) 40% thereof to be divided among Gerald Kerstetter, Wayne
Kerstetter, Irvin Hofe, Lowell Hofe, Kenneth Kerstetter and Jean Brungart,
in equal shares.
4. In the event that my spouse and I die simultaneously or under such
circumstances that it cannot be established which of us died first, then my spouse
shall be deemed to have predeceased me for all purposes under this Will
5. Should any legatee or devisee under this Will die within ninety (90)
days after the date of my death, he or she shall be deemed to have predeceased
me for all purposes under this Will.
6. No interest of any beneficiary hereunder in either the principal or
income of my estate shall be subject or liable in any manner while in the
possession of my executor to anticipation, pledge, assignment, sale, transfer,
charge or encumbrance, whether voluntary or involuntary, or for any liabilities
or obligations of such beneficiary whether arising from his or her death, debts,
contracts, torts or engagements of any type.
7. Except as otherwise restricted, directed or provided in this Will, or
required by law, in the administration of my estate hereunder, the executor or
executrix (hereinafter the "Fiduciary") serving under this Will shall have the
following powers, which may be exercised without leave of court, in addition to
those powers the Fiduciary may have by law:
(a) At any time, to retain any assets, investments or property in
the form held by the Fiduciary at the time of my death or thereafter, and
to invest and reinvest any funds which the Fiduciary may hold in any
stocks, bonds, notes or other securities, or in any other property, real or
personal, tangible or intangible, or mixed, or interests therein,
wheresoever situate, as and in such proportions as the Fiduciary may
deem best, notwithstanding that such investments may not be of a
character allowed to fiduciaries by statute or general rules of law.
(b) To sell, exchange, grant options upon, or otherwise dispose
of any property, real or personal, tangible or intangible, or mixed, or
interests therein, wheresoever situate, at any time held by the Fiduciary, at
public or private sale, for cash or upon credit, in such manner, to such
persons, and at such price, terms and conditions as the Fiduciary may
deem best, and no person dealing with the Fiduciary shall be bound to see
to the application of any funds paid to the Fiduciary.
(c) To manage, operate, repair, improve, partition, subdivide, or
lease for any term any real estate or personal property at any time held by
the Fiduciary, wheresoever situate, and to enter into agreements for the
same.
(d) To borrow money for the payment of taxes or for any other
proper purposes in the administration of the property held by the
Fiduciary upon such terms as the Fiduciary may deem advisable, and
mortgage, pledge or encumber any real and/or personal property held by
the Fiduciary as security therefor.
(e) To distribute in cash or in kind, or partly in each, and in
shares different in kind from other shares, upon any division or
distribution of any property which the Fiduciary holds.
(f) To adjust, settle, compromise and arbitrate claims, to renew
or extend the time for payment or otherwise modify the terms of any
obligation payable to or by my estate, and to abandon any property held
by the Fiduciary which is of little or no value.
(g) To retain any pay agents, employees, accountants and
counsel, including but not limited to legal and investment counsel or
advisors, brokers, banks, custodians and other agents, for advice and
other professional services, and to delegate to them such duties, rights and
powers as the Fiduciary may determine for such time periods as the
Fiduciary may deem necessary.
(h) To allocate, in the discretion of the Fiduciary, any receipt or
item of income or disbursement or item of expense, to principal or income,
or partly to each.
(i) To the extent permitted by law, to exercise any election,
right or privilege given by federal tax laws, or the tax laws of
Pennsylvania or of any other jurisdiction, including but not limited to the
joinder with my spouse in filing income tax returns, the joinder with my
spouse in filing gift tax returns with respect to gifts made by my spouse or
by me or by both of us prior to my death, the consent on gift tax returns to
have any gift made by my spouse considered as made in part by me for
gift tax purposes, the determination of proper taxes, interest and penalties
and the payment thereof even though not attributable in whole or in part
to income or gifts from my property or estate and without requiring my
spouse, my spouse's estate or my spouse's legal representative to
indemnify or reimburse the Fiduciary for taxes (or penalties or interest
thereon) attributable to my spouse, and the election to claim deductions
for death tax purposes or for income tax purposes, and for the Fiduciary's
exercise or non-exercise of any such election, right or privilege to make or
not make in the Fiduciary's discretion equitable or compensatory
adjustments as between income and principal of my estate or any part
thereof, or as between any beneficiaries thereof or their shares therein, all
without the consent of any beneficiary hereunder and without any
liability on the part of the Fiduciary for so doing.
6
(j) To make from time to time partial distributions in varying
amounts to the beneficiaries hereunder prior to final settlement and
distribution of my estate, and in connection therewith to determine in the
Fiduciary's discretion the time or times when such partial distributions
may require recompilation of said beneficiaries' proportionate interests
hereunder for the equitable allocation of income or on account of
changing asset values pending final distribution.
(k) To receive, collect and recover the interest, rents, profits,
proceeds, gains, and other earnings and income of and from the property
held by the Fiduciary hereunder.
(1) In general, to exercise all powers in the management of the
assets and property held by the Fiduciary which any individual could
exercise in the management of similar property owned in his own right,
upon such terms and conditions as to the Fiduciary may seem best, and to
execute and deliver all instruments and to do all acts which the Fiduciary
may deem necessary or properly to carry out such management duties
under this Will.
8. I hereby appoint my spouse to serve as my Executrix. Should my
spouse be unwilling or unable, fail to qualify, or cease to act as my Executrix, I
hereby appoint my niece, Linda R. Sheridan to serve as my Executrix under this
Will. Should my said niece be unwilling or unable, fail to qualify, or cease to act
7
as my Executrix hereunder, I then appoint my niece, Cynthia Neary to serve as
my Executrix under this Will. Should my said niece be unwilling or unable, fail
to qualify, or cease to act as my Executrix hereunder, I then appoint my niece
Susan Weaver to serve as my Executrix hereunder.
9. My Executrix shall not be required in any jurisdiction to file, enter
or post any bond or other security for the faithful performance of her duties
hereunder, and shall not be liable for the acts, omissions or defaults of any agent
appointed with due care.
10. I direct that all estate, inheritance, legacy, transfer, succession and
death taxes, of whatsoever nature or kind and by whatsoever jurisdiction
imposed, and all interest and penalties thereon, which may be payable or
assessed in consequence of my death, whether or not with respect to property
passing under this Will, shall be paid out of and charged against the principal of
my residuary estate in the same manner as are general administration expenses
of my estate so that all property subject to said taxes shall be and pass free and
clear thereof, without apportionment of or reimbursement for such taxes, interest
or penalties among any beneficiaries, transferees or other persons interested in
such property and without any right of my estate or executor to contribution,
recovery or collection for the same. Taxes on any future or remainder interests
hereunder may be prepaid at and in the election and discretion of the Fiduciary
to the extent permitted by law.
11. If any beneficiary under this Will directly or indirectly objects to
the probate of this Will or contests this Will or any part thereof, then any such
objecting or contesting beneficiary shall be treated for all purposes of this Will as
if he or she had predeceased me, and any distribution of any kind intended for
him or her shall be void and of no legal effect.
IN WITNESS WHEREOF, I, the said PAUL R. LEITER, hereby set my
hand to this my Last Will, typewritten on and consisting of these nine (9) sheets
of paper, at the bottom of each of the preceding pages of which I also have
placed my initials, on this / ~>.:gb'day of __-~~. ,1998.
PAUL R. LEITER
8463.1
On this /~ ~ day of ~eer~r~1998, PAUL R. LEITER declared
to us, the undersigned, that the foregoing instrument was his Last Will, and he
requested us to act as witnesses to the same. In our presence, being unable to
sign his name hereto because of his current physical condition the testator
directed his name to be subscribed for him which was done as directed in the
presence of the testator and in the presence of the undersigned, whereupon the
testator in our presence unassisted make his mark or cross in the space provided
between his names. We now, at his request, in his presence, and in the presence
of each of us, hereby subscribe our names as witnesses thereto and have placed
our initials at the bottom of each of the preceding pages. By so doing, each of us
declares that he or she believes this testator to be of sound mind and memory.
,_~_~t~J_,~ residing at i-~(~ ~]~vc/ k~vad/ Lc) he c,4~ ~)t]
10
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
SS.
I, PAUL R. LEITER, testator, whose name is subscribed to the attached
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed it willingly by making my mark as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by PAUL R. LEITER,
the testator, this /6 r~ day of ~'"e-~7~ ,1998.
PAUL R. LEITER
Notary Publ~/
t.--~:..~,~Ii!I~ s sion Expires:
CHRISTY A. LONG, Notary Publlo!
.City of Harrisburg, Dauphin Count~
11
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF ·
the witnesses whose names are signed to the attached foregoing instru~dnent,
being duly qualified according to law, do depose and say that we were present
and saw PAUL R. LEITER, the testator, sign and execute such instrument as his
Last Will by making his mark; that such testator signed such instrument
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 such testator signed such
Last Will as a subscribing witness thereto; and that to the best of our knowledge,
such testator was at that time 18 or more years of age, of sound mind and under
no constraints or undue influence.
___5~Sw°rn or affirmed to and subscribed before me by
I~)'~-~tOx2'~fr~-)b~'axk~-4~. ,19~8. ~'~tb~ex''witnesses' this ~o~ day of
WITNESSES:
Notary Pu~
My Commission Expires:[ . NOTARIAL SEAL
/ ,,. ~,y_u~ amsourg, DauphinCoun~y
LMy ~mis~G~ Ex '
8463.1
12
MEMORANDUM
Pursuant to paragraph 1 of my Last Will dated September 1 O, 1998, I hereby give
the specific items of personal property as follows:
Date:
Paul R. Leiter
40375-1
CERTIFICATION OF NOTICE UNDER RULE 5.7
Name of Decedent:
Date of Death:
Will No.
To the Register:
Paul R. Leiter
October 12, 2004
2004-00949
I certify that notice of beneficial interest required by Rule 5.7 of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on
Name Address
St. Mark's Evangelical Lutheran Church
St. Luke's Lutheran Church
Care Assurance Fund of the Gettysburg
Lutheran Home
Linda R. Sheridan
Cynthia K. Neary
Susan J. Weaver
Judith A. Whittinghili
Sherry Leiter
Larry Leiter
Grady Leiter
Jean Brungart
Gerald Kerstetter
Lowell Hofe
Kenneth Kerstetter
Wayne Kerstetter
4200 Londonderry Rd, Harrisburg, PA 17109
330 White Hall Road, Littlestown, PA 17340
1075 Old Gettysburg Rd, Gettysburg, PA 17325
17 N. Water Street, Spring Grove, PA 17362
1004 Fieldstone Court, Lancaster, PA 17603
1755 Sherwood Street, Clearwater, FL 33755
9627 Puccini Trail NW, Albuquerque, NM 87113
4089 Fawn Drive, Apt. L, Harrisburg, PA 17112
15 S. Fourth Street, Apt 1SA, Newport, PA 17074
1412 W. Winter Road, Loganton, PA 17747
1952 E. Winter Road, Loganton, PA 17747
4001 Ashburn Way, Mechanicsburg, PA 17055
505 South Boulevard, Salisbury, MD 21801
223 Cambridge Drive, Stuarts Draft, VA 24477
Garland Towers, 126 Oriole St, Apt 203,
Hot Springs, AK 71901
Notice has now been given to all persons entitled thereto under Rule 5.7 except:
Ruth M. Leiter, wife, and Irwin Hole, predeceased
Matthew L. Gutluie, Esquire
Guthrie, Nonemaker, Yingst & Hart
40 York Street
Hanover, PA 17331
(717) 632-5315
RALPH E. RUDISILL (1888-1954)
HAROLD B. RUDISILL (1898-1969)
LOUIS T. GUTHRIE (RETIRED 2002)
KEITH R. NONEMAKER
MATTHEW L. GUTHRIE
JAMES T. YINGST
D.J. HART (PA, MD)
LAW OFFICES OF
GUTHRIE, NONEMAKER, YINGST & HART
40 YORK STREET
HANOVER, PENNSYLVANIA 17331
TELEPHONE
GENERAL FAX
REAL ESTATE FAX
January 6, 2005
(717) 632-5315
(717) 637-5682
(717) 632-5734
Register of Wills Office
Cumberland Count),'
1 Courthouse Square
Carlisle, PA 17013
Re:
Estate of Paul R. Leiter
Case No. 6703-2004-00949
Dear Clerk:
Please find enclosed for payment of the estimated inheritance taxes on the above-referenced
estate a check (No. 107) in the amount of $48,000.00. Kindly return the receipt for payment of the
same to this office in the self-addressed stamped envelope provided for your convenience.
Sincerely,
GUTHRIE, NONEMAKER,
YINGST & HART
Matthew L. Guthrie
SkEstate Adminis~ration\LeiterPaul\ROW42C010605.1tr. doc
2005 J,~N -7 ?i'112:1 3
CLEF,;(
ORPHAN'S COl
CUi,,,,!~,EFIL,~D C, ':",,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES
DEPT 28060~
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11 96)
NO. CD 004812
SHERIDAN LINDA H
17 NORTH WATER STREET
SPRING GROVE, PA 17362
ESTATE INFORMATION: SSN: 209-12-7921
FILE NUMBER: 21 04- 0949
DECEDENT NAME: LEITER PAUL R
DATE OF PAYMENT: 01/07/2005
POSTMARK DATE: 01/07/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/12/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $48,000.00
TOTAL AMOUNT PAID:
$48,000.00
REMARKS:
SEAL
CHECK#107
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
329
4/26/2005
PAUL R LEITER
21-04-0949
MATIHEWL. GUTHRIE
40 YORK STREET
JA
HANOVER, PA 17331
Qty
1
Fee Description
Additional fee for shalt
Fee
2,00
Total
$2.00
Total:
$2.00
1/~0
j'3/~
<.::r)
(becks should be made payable to the Register of Wills. Terms: Net 30,
Please return one copy of this invoice with your payment. Thank you.
l/'
Glenda Farner Strasbaugh
Register of Wiils
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
329
4/26/2005
PAUL R. LEfIER
21-04-0949
MATIHEWL. GUTHRIE
40 YORK STREET
JA
HANOVER, PA 17331
Qty
1
Fee Description
Additional fee for short
Fee
2.00
Total
$2.00
Total:
$2.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
July 6, 2005
Telephone
(717) 787-3930
FAX (717) 772-0412
Guthrie Nonemaker,yingst & Hart
40 York Street
Hanover Pa 17331
Re: Estate of Paul R. Leiter
File Number 2104-0949
Dear Sir or Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 1/12/06. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
Sincerely,
.
laudia Maffei, Supervi
Document Processing Uni
Inheritance Tax Division
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REV-1500 EX + (6-00)
If
*'
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I OFFiCiAL lJSE ONL y
I FILE NUMBER
1.1 04
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0949
....
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Leiter, Paul R.
DATE OF DEATH (MM-DD-YEAR)
209-12-7921
THIS RETURN MUST BE FILED IN DU L1CATE WITH THE
[!] 1. Original Return D 2. Supplemental Return
D 4. Limited Estate "LJ 4a. Future Interest Compromise (date of death
after 12-12-82)
[!] 6. Decedent Died Testate (Attach 7. Decedent Maintained a Living Trust (Attach
copy of Will) copy of Trust)
'LJ I 9. Litigation Proceeds Received I,~. 10 Spousal Poverl}' Credit (date of death bet.veen
I . 12.31-91 and 1-1-95)
.iij,ij~c;t@NM9M;.~..c;9M~4lTI~;A,4c;C:)RR~~j:@Np~~PJll~~QCONl!"Q$lIIfW:..J~)ijMl~t@ij.~@W:;pij$QIjij;~t~QT(b. .............................................
NAME COMPLETE MAILING ADDRESS
, Matthew L. Guthrie, Esquire
! FIRM NAME (If applicable)
Guthrie, Nonemaker, Yingst & Hart
I
I TELEPHONE NUMBER
! 717-632-5315
DATE OF BIRTH (MM-DD-YEAR)
I 10-12-2004
03-29-1924
REGISTER OF
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death p" r to 12-13-82)
1. Real Estate (Schedule A) (1) 174,900.00
2. Stocks and Bonds (Schedule B) (2) 8,579.01
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 214,280.92
(Schedule E)
z 6. Jointly Owned Property (Schedule F) (6) None
0 o Separate Billing Requested
i=
< 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 63,094.46
..J
::l (Schedule G or L) D Separate Billing Requested
....
ii: 8. Total Gross Assets (total Lines 1-7)
<
(.) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 56,265.39
UJ
0::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 935.87
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
w
....
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5. Federal Estate Tax Return Req ired
(11 )
8. Total Number of Safe Deposit oxes
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
D 11.Election to tax under Sec. 9113 A) (Attach Sch 0)
(14)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
....
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40 York Street
Hanover, PA 17331
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) 0.00
z or transfers under Sec. 9116(a)(1.2)
0
i= 16. Amount of Line 14 taxable at lineal rate 0.00 x .045 (16) 0.00
~
::l
a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00
:1:
0
(.) 18. Amount of Line 14 taxable at collateral rate 370,327.27 .15 (18)
>< x
<
.... 19. Tax Due
(19)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT,
120. D
~*~~iji$t4M~WE:~A,\..gij$ij,q~ij~~$&M$im~~~$~ijj9.KM~iH**..)
Copyright 2002 form software only The Lackner Group, Inc.
I
Form REV-150~ EX (Rev. 6~Ol
Decedent's Complete Address:
STREET ADDRESS
303 Glendale Drive
I r
I
I
i
I
I
CITY Shiremanstown
1 STATE PA
iZIP 1701
I
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
55,549.09
48,000.00
2,526.32
Total Credits (A .j. B .j. C)
(2)
50,526.32
3. Interest/Penalty if applicable
D. Interest
E. Penalty
59.87
Total Interest/Penalty (0 .j. E)
4. If line 2 is greater than line 1 .j. line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If line 1 .j. Line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of line 5 .j. 5A. This is the BALANCE DUE.
(3) 59.87
(4)
(5) 5,082.64
(5A)
(58) 5 082.64
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;............. .......................... ............................................ 0 ~
b. retain the right to designate who shall use the property transferred or its income;......................................... 0 ~
Il
~: ~:::~: ;:;~:~~:~f:t~;:s:~ ~~t~'~'; .~~;~~~~~:. ~~~~i;~~. .~.; .~.~;~.~............... .............. ................................................................................................. tj i
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without _
receiving adequate consideration?............................................ ................... ...... ................. .................... ............... 0 J5J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?............... 0 I x i
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which .----,
contains a beneficiary designation?..... .......... ......... '. .............. ...... ................. ..... ............... ........... .... ................ ..... Iii U
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETl RN.
Under penalties of perjury, I declare that I have examined this return, incJ~djng 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 representatlve 1$ based on all Information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
~~~ Jiwudw
"G"Wee 0' "",,, ':1~' eew",
SIGNATURE OF PREPARER o'rH R THAN REPRESENTATIVE
Matthew L. Guthrie, Esquire
DATE
17 N. Water Street
Spring Grove, PA 17362
I()/~/Q{
ADDRESS
DATE
I o/6./o~/
ADDRESS
DATE
40 York Street
Hanover, PA 17331
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate impo
surviving spouse is 3% [72 P.S. 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of t
[72 P.S. 39116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spou
of assets and filing a tax return are still applicable even if the surviving spouse is the ani
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 ye;
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a)
The tax rate imposed on the net value of transfers to or for the use of the decedent's lin
39116 1.2) [72 P .S. 39116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings IS 1L'lb [f L r-.~. S"', IV \01 \. .V/I' "sibling ill
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
- -" . .-...- -< +~"~fo.~ t" n. fn. the use of the
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pause s 0%
:; for di closure
] Av,<; (.
use of
.n 72 P S.
I
, ,
Rev-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Leiter, Paul R.
FILE NUMBER
21-04-00949
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fa" market value IS defined as the price at which property wculd be
exchanged bet'Neen a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
VALU= AT DATE
OF DEATH
74.900.00
1
303 Glendale Drive, Shiremanstown, PA 17011 - sale price
TOTAL (Also enter on Line 1, Recapitulation)
74.900.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 SChedUli A (Rev. 6-98)
I
Rev-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Leiter, Paul R.
FILE NUMBER
21-04-00949
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
CUSIP
NUMBER
DESCRIPTION
UNIT VALUE
VAL E AT DATE
o DEATH
1
U.S. Savings Bond Series HH
6.000.00
2
U.S. Savings Bonds Series E
375.00
Accrued interest on Item 2 through date of death 2.204.01
TOTAL (Also enter on Line 2, Recapitulation) 8.579.01
(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 B (Rev. 6-98)
J 1
Rev-1508 EX+ (6-98)
ESTATE OF
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Leiter, Paul R.
Include the proceeds of litigation and the date the proceeds were receil/ed by the estate.
All property jointly-owned wIth the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Social Security Railroad Retirement - check on hand
2 303 Glendale Drive, Shiremanstown, PA 17011 - prorated taxes at settlement
3 Halliburtol'! and Alco Settlement Proceeds Checks - asbestos litigation
4 Internal Revenue Service - 2004 income tax refund
5 Liberty Mutual Insurance - refund
6 Miscellaneous deposit
7 Myers Funeral Home, Inc. - refund
8 United American Insurance - premium refund
9 Verizon - refund
10 Waypoint Bank CD# 0100795939
Accrued interest on Item 10 through date of death
11
Waypoint Bank CD# 2300004624
Accrued interest on Item 11 through date of death
12
Waypoint Bank Savings Account# 2360001901
Accrued interest on Item 12 through date of death
13
2001 Buick Regal - sale price
Total of Continuation Schedule(s)
FILE NUMBER
21-04-00949
TOTAL (Also enter on Line 5, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
I
VALU AT DATE
OF DEATH
950.00
1,884.81
1,999.24
2.789.73
69.92
121.00
273.60
1.430.88
40.00
93.275.62
5.04
14.453.99
0.11
27,925.99
0.30
5,300.00
See att ched page
214,280.92
Form PA-1500 SChedule!E (Rev. 6-98)
I
. ,
Rev-1508 EX+ (6-98)
ESTATE OF
ITEM
NUMBER
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEAL TIi OF PENNSYLVANIA
INHERITANCE TAX RETlRN
RESIDENT DECEDENT
Leiter, Paul R.
DESCRIPTION
14
Household Goods & Personal Effects - appraised value
15
Banker Life & Casualty Co Annuity Contract #7686194 - POD to estate
16
GE Life and Annuity Contract #0506712697 - POD to estate
17
Mutual Beneficial Association Annuity Certificate #93976 - POD to estate
18
Waypoint Bank IRA Account# 0525509421 - POD to estate
19
Waypoint Bank IRA CD# 0125502635 - POD to estate
Accrued interest on Item 19 through date of death
IFILE NUMBER
21-04-00949
TOTAL (Also enter on Line 5, Recapitulation)
Copyright (c) 2002 form software only The Lackner Group, Inc.
VALU AT DATE
OF DEATH
2.000.00
19.585.63
28.577 .82
4.264.94
123.42
9.205.43
3.45
214.280.92
Form PA-1500 Schedule E (Rev. 6-98)
i
T
. .
Rev-1510 EX+ (6-98)
SCHEDULE G
, INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Leiter, Paul R. 21-04-00949
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S AXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Bankers Life and Casualty Company Annuity 63.094.46 100.000 0.00 63.094.46
Contract# 7767637 - POD to nieces: Susan
Weaver, Cynthia Neary, Judith Whittinghill and
Linda Sheridan
I
TOTAL (Also enter on Line 7, Recapitulation) 63.094.46
If more s ace is needed, additional a es of the same size
( p
Copyright (c) 2002 form software only The Lackner Group, Inc.
p 9
Form PA-1500 SChedUle~ (Rev. 6-98)
. ,
REV-1151 EX+ (12-99)
.~
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leiter, Paul R.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-00949
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
4,840.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Linda R. Sheridan
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 17 N. Water Street
City Spring Grove
Year(s) Commission paid 2005
State PA Zip 17362
16,000.00
2.
Attorney's Fees
Matthew L. Guthrie, Esquire
116,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
354.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
19,071.39
TOTAL (Also enter on line 9, Recapitulation)
56,265.39
Copyright (c) 2002 form software only The Lackner Group, Inc.
I
Form PA-1500 SchedulelH (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leiter, Paul R.
FILE NUMBER
21-04-00949
ITEM
NUMBER
DESCRIPTION
A aUNT
1
Myers Funeral Home, Inc. - funeral service
4,215.00
2
Rolling Green Cemetery - grave opening
250.00
3
Rolling Green Cemetery - memorial inscription
375.00
Subtotal
4,840.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H4A (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAL T1i OF PENNSYLVANIA
INHERITANCE TAX RE11JRN
RESIDENT DECEDENT
ESTATE OF
Leiter, Paul R.
FILE NUMBER
21-04-00949
ITEM
NUMBER DESCRIPTION MOUNT
1 303 Glendale Drive, Shiremanstown, PA - settlement costs 16.229.18
2 Arentz General Services - haul garbage 300.00
3 Cumberland County Recorder of Deeds - fee 5.00
4 Cumberland Law Journal - estate notice 75.00
5 Larry Zuvich - lawn maintenance - 205.00
6 Larry Zuvich - snow removal 100.00
7 Larry Zuvich - lawn maintenance 200.00
8 Larry Zuvich - lawn maintenance 200.00
9 Liberty Mutual Insurance - auto premium 106.90
10 Lower Allen Township - sewer/refuse 73.35
11 Lower Allen Township - sewer/refuse 73.35
12 Lower Allen Township - sewer/refuse 79.35
13 Pennsylvania American Water - water bill 131.31
14 PPL Electric Utilities - electric bill 49.75
15 PPL Electric Utilities - electric bill 54.73
16 PPL Electric Utilities - electric bill 119.38
17 PPL Electric Utilities - electric bill 204.51
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-'7 (Rev. 6-98)
I
I
Rev-1502 EX+ (6-96)
ESTATE OF
ITEM
NUMBER
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Leiter, Paul R.
DESCRIPTION
18
PPL Electric Utilities - electric bill
19
PPL Electric Utilities - electric bill
20
PPL Electric Utilities - electric bill
21
PPL Electric Utilities - electric bill
22
PPL Electric Utilities - electric bill
23
PPL Electric Utilities - electric bill
24
PPL Electric Utilities - electric bill
25
Register of Wills Office for Cumberland County - filing fee
26
Register of Wills Office for Cumberland County - short certificates
27
Register of Wills Office for Cumberland County - short certificates
28
Repair bill - air conditioner
29
The Sentinel - estate notice
30
Verizon - telephone service
31
Vital Records - fee to obtain 2 death certificates for Ruth Leiter
32
Waypoint Bank Estate Checking Account #3361119561 - estate checkbook
Copyright (c) 2002 form software only The Lackner Group, Inc.
FILE NUMBER
21-04-00949
Subtotal
II
I
I
A aUNT
165.00
126.76
66.82
44.20
32.69
52.09
17.11
30.00
15.00
8.00
92.00
137.03
49.88
25.00
3.00
19.071.39
Form PA-1500 Schedule H-$7 (Rev. 6-98)
Rev-1~12 EX+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leiter, Paul R.
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 AT&T Corporation - telephone lease
2 Comcast - cable bill
3 Liberty Mutual Insurance - homeowners premium
4 Pennsylvania American Water - water bill
5 PPL Electric Utilities - electric bill
6 Quantum Imaging - account balance due
7 Verizon - telephone bill
8 Waypoint Bank Savings Account# 2360001901 - checks cleared post-death
FILE NUMBER
21-04-00949
TOTAL (Also enter on Line 10, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
VAL E AT DATE
o DEATH
107.28
13.61
602.75
52.09
55.65
23.73
71.12
9.64
935.87
Form PA-1500 Schedule I (Rev. 6-98)
I
REV-1513 EX+ (9~O)
ESTATE OF
NUMBER
I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE .J
BENEFICIARIES
Leiter, Paul R.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under See, 9116(a)(1.2)]
FILE NUMBER
21-04-00949
SHARE OF ESTATE AMOUNT ( F ESTATE
(Words) ($ $)
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
1
Jean Brungart
1952 E. Winter Road
Loganton,PA 17747
Lowell Hofe
505 South Boulevard
Salisbury, MD 21801
Niece
1/6 of 40%
residue
2
Nephew
1/6 of 40%
residue
3
Gerald Kerstetter
4001 Ashburn Way
Mechanicsburg, PA 17055
Nephew
1/6 of 40%
residue
4
Kenneth Kerstetter
223 Cambridge Drive
Stuarts Draft, VA 24477
Nephew
1/6 of 40%
residue
5
Wayne Kerstetter
240 Glade Street Apt A3
Hot Springs Village, AR 71909
Nephew
1/6 of 40%
residue
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached
32,939.07
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
32,939.07
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedul~ J (Rev. 6-98)
I
, .
SCHEDULE ~
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Paul R. Leiter 209-12-7921 10/12/2004
Item Name and Address of Person(s) Share of Estate Amoun of Estate
Number Receiving Property Relationship (Words) (~ $$)
6 Grady Leiter Nephew 1/7 of 50% residue 0.00
1412 W. Winter Road
Loganton,PA 17747
7 Larry M. Leiter Nephew 1/7 of 50% residue 0.00
15 South 4th Street Apt 15A
Newport, PA 17074
8 Sherry Leiter Niece 1/7 of 50% residue 0.00
4089 Fawn Drive Apt L
Harrisburg, PA 17112
9 Cynthia K. Neary Niece 1/7 of 50% residue 0.00
1004 Fieldstone Court
Lancaster, PA 17603
10 Linda R. Sheridan Niece 1/7 of 50% residue 0.00
17 N. Water Street
Spring Grove, PA 17362
11 Susan J. Weaver Niece 1/7 of 50% residue 0.00
1755 Sherwood Street
Clearwater, FL 33755
12 Judith A. Wittinghill Niece 1/7 of 50% residue 0.00
9627 Puccini Trail Northwest
Albuquerque, NM 87114
Total
1
Rev-1502 EX+ (6-98)
SCHEDULE ~-IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leiter, Paul R.
ITEM
NUMBER DESCRIPTION
1 Care Assurance Fund of the Gettysburg Lutheran Home
1075 Old Gettysburg Road
Gettysburg, PA 17325
2 St. Luke Lutheran Church
330 White Hall Raod
Littlestown, PA 17340
3 St Mark Evangelical Lutheran Church
4200 Londonberry Road
Harrisburg, PA 17109
Copyright (c) 2002 form software only The Lackner Group, Inc.
IFILE NUMBER
I 21-04-00949
Subtotal
I
AMOUNT
11,108.62
11.108.62
11.108.62
33.325.86
I
Form PA-1500 Schedule J.11B (Rev. 6-98)
,
. .
A. U. S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT B. TYPE OF LOAN
SETTLEMENT STATEMENT
I. OFHA 2. o FMHA 3. 5] CONV. UNINS.
T.A. of Harrisburg, LLP 4. OVA S. 0 CONV. INS.
1250 North Mountain Road, Suite 2 6. File Number: 7. Loan Number:
Harrisburg, Pennsylvania 17112 HAR125-3917 0000976377
717-671-6715 fax: 717-671-6718 s, Moogagc Ins. Case No :
C. NOTE: This form is furnished /0 give you a stalement of actual seulement costs. Amounts paid to and by the settlement agent are shown. items marked
(p.o.c.) were paid outside the closing. They are shown here/or informational purposes and are not included in the totals.
D. Borrower: Vitaliy Zayats Natalya Morgunova
E. Seller: Linda H. Sheridan, Executrix of the Estate of Paul R. Leiter
i American Home Mortgage
F. Lender: 520 Broadhollow Road
Melville, New York 11747
303 Glendale Rd.
Shiresmantown, Cumberland County, Pennsylvania 17011
G. Property: Lower Allen Township
Lot 16, Block N, Plan No.7, of Shireman Manor Extention, Book 16, Page 81 Cumberland County,
Pennsylvania
H. Settlement Agent: T.A. of Harrisburg, LLP
Place of Settlement: 1250 North Mountain Road, Suite 2, Harrisburg, Pennsylvania 17112 Dauphin County
I. Settlement Date: AUl!ust 26, 2005
J. Summary of Borrower's Transaction K. Summary of Seller's Transaction
100. Gross Amount Due From Borrower: 400. Gross Amount Due To Seller:
101. Contract Sales Price 174,900.00 401. Contract Sales Price 174,900.00
102. Personal ProoertY 402. Personal Prooerly
103. Senlement Charl!es to Borrower (line 1400) 5,125.94 403.
Adiustments for Items Paid bv Seller in Advance: Adiustments for Items Paid bv Seller in Advance:
106. City / Town Taxes 406. City / Town Taxes
107. County / Parish Taxes Aug 26, 2005 thru Dec 31, 237.74 407. County / Parish Taxes Aug 26, 2005 thru Dec 31, 237.74
2005 2005
108. School Taxes AUI! 26, 2005 thru Jun 30, 2006 1,616.02 408. School Taxes AUI! 26, 2005 thru Jun 30, 2006 1,616.02
109. Sewerffrash AUI! 26, 2005 thru Seo 30, 2005 31.05 409. Sewerffrash AUI! 26, 2005 thru Sep 30, 2005 31.05
120. Gross Amount Due from Borrower: 181,910.75 420. Gross Amount Due to Seller: 176,784.81
200. Amounts Paid bv or in Behalf of Borrower: 500. Reductions in Amount Due to Seller:
201. Deoosit / Earnest Monev 1,000.00 501. Excess Deposit (see instructions)
202. Principal Amount of New Loan 166,155.00 502. Settlement Charl!es to Seller (Line 1400) 14,979.18
203. Existinl! Loan(s) 503. Existing Loan(s)
204. 504. Pavoff of First Mortl!al!e to
205. 50S. Payoff of Second Mortl!al!e to
206. 506. Purchase Monev Mortl!al!e to
~ustments for Items Unnaid bv Seller: Adiustments for Items Unnaid bv Seller:
210. City / Town Taxes 510. City / Town Taxes
211. County / Parish Taxes 511. CounlV / Parish Taxes
212. School Taxes 512. School Taxes
213. Seller Assist 1,250.00 513. Seller Assist 1,250.00
220. Total Paid by / for Borrower: 168,405.00 520. Total Reductions in Amount Due 16,229.18
Seller:
300. Cash at Settlement from / to Borrower: 600. Cash at Settlement to / from Seller:
301. Gross Amount due from Borrower (line 120) 181,910.75 601. Gross Amount due to Seller (line 420) 176,784.81
302. Less Amount Paid bv/for Borrower (line 220) 168,405.00 602. Less Reductions A1!Jount due Seller (line 520) 16,229.18
303. Cash From Borrower: $13,505.75 603, Cash To Seller: $160,555.63
1 have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction. I further certify that I have received a copy ofHUD. t Settlement Statement.
Borrower: ~~h.\l~ 'Cc.C~ J. .~ JJ. 1l1AL ...1// ./ f}",1. ~ u-?j" . I
Seller: .., ,/ -
VitaliyZ linda H. Sheridan
Borrower: t!fa.r~l+ JI1I?,,(.O/~
No."." r\("\~,. . I have caused or will cause the funds to be disbursed
The HUD.{ Settlement tate~~nt hie I have prepared lS a true and accurate account ofthlS transactIon.
in accordance with this s tcmCl t.
Date: August 26, 2005
Settlement Agent: FileNo.: HAR125-3917
carr~t~ TA K520944
WARNING: It is a crime to knO\ ingly make false statements to the United States on this or any other similar form. Penalties upon conviction can
include a fine or imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
HUD-1 April 2003 OMB No. 2502-0265
August 26, 2005 3:57 PM RESP A handbook 4305.2
II
I
, File Number: HAR125-3917
Settl~ment Date:August 26,2005 Loan Number: 0000976377 T A K520944
L. Settlement Charges
700. Total Sales / Broker's Commission: Paid from Paid from
Based on Price 5174,900.00 @ 6.00% = 510,494.00 Borrower's Seller's
Division of Commission as follows Funds Funds
701. 5,272.00 to Century 21 at the Helm at at
702. 5,222.00 to RElMAX Realty Professionals Settlement Settlement
703. Commission Paid at Settlement 10,494.00
704. Deed Preparation
705. TransactionlProcessing Fcc 10 REIMAX Realty Professionals 125.00
706. TransactionIProcessing Fcc to Century 21 At the Helm 125.00
800. Items Pavable in Connection with Loan:
801. Loan Origination Fee
802. Loan Discount
803. Appraisal Fee
804. Credit Report
805. Lender's Inspection Fcc
806. Application Fee to American Home Mortgage 350.00
807. DUILP to American Home Mort2a2e 21.00
808. Tax Service Contract Fee to American Home Mort!(a!(e 74.00
809. Flood Certification to American Home Mortgage 15.00
810. Document Preparation
811. Underwriting Fcc
812. Processin!( Fee to American Home Mortgage 225.00
~ Couril,r,IMess~ll~~e to American Home Mort2a!(e 30.00
900. Items Required bv Lender to be Paid in Advance:
901. Interest from Aug 26, 2005 to Sep 1,2005 @)O.OOOO I dav 166.16
902. Mort2age Insurance Premium
903. Hazard Insurance Premium
904. Flood Insurance Premium
1000. Reserves Deposited with Lender:
1001. Hazard Insurance 3 months (iil 36.83 per month 110.49
1002. Mortgage Insurance
1003. City Properly Taxes
1004. County Property Taxes 8 months @) 56.50 per month 452.00
1005. School Taxes 4 months (OJ 162.50 per month 650.00
1099. Ag2regate Accounting Adiustment -444.96
1100. Title Charges:
1101. Settlement or Closing Fee
1102. Abstract or Title Search
I 103. Title Examination
1104. Title Insurance Binder
1105. Document Preparation
1106. Notary Fees to Carrie E. Ragan 25.00 15.00
1107. Attorney Fees
(includes above item numbers:
1108. Title Insurance to T.A. of Harrisburg, LLP 1,233.75
(includes above item numbers: 1101-1104
1109. Lender's Coverage 166,155.00 Risk Premium 0.00
1110. Owner's Coverage 174,900.00 Risk Premium 1,233.75
1111. Endorsements 100, 300, 900 (8. I) to T.A. of Harrisburg, LLP 150.00
1112. Closing Service Letter to T.A. Title Insurance Company 35.00
1113.
1114.
1200. Government Recording and Transfer Charges:
1201. Recording Fees: Deed 38.50 Mortgage 70.50 Releases 0.00 109.00
1202. City/County tax/stamps: Deed 1,749.00 Mortgage 0.00 1,749.00
1203. State tax/stamps: Deed 1,749.00 Mortgage 0.00 1,749.00
1204.
1205.
1300. Additional Settlement Charges:
_ !301. Survey
1302. Pest Inspection
1303. Express Mail Fee to T.A. of Harrisburg. LLP 15.50
1304. Electronic Transmittal Fee - Loan Documents to T.A. of Harrisburg, LLP 35.00
1305. Radon System to H.E. Beers Co. 600.00
1306. 2005/06 School taxes to Judy C. Prowell, TIC 1,908.89
1307. Sewerrrrash - 3rd Qlr. to Lower Allen Township 87.29
1400. Total Settlement Charges (Enter on line 103, Section J and line 502, Section K) 55,125.94 SI4,979.18
Borrower Initials: \f1:. Vitaliy Zayats ~ Natalya Morgunova
Seller Initials: '111::& Linda H. Sheridan
HUD-. April 2003 OMB No. 2502-0265
August 26. 2005 3:57 PM RESPA handbook 4305.2
I
08/16/200! 07:50 FAX 7177924964
VALLEY PRODUCTS CO.
r.... No. 21~~f;t) ''''OM ... OCIJ11PQRATIQI'I. A.. 1"'.
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.D _,,~ ..I. ~ .~ .Ay 9i November II. D. OliO ~1IAlId uiIIe
i-:',::-d:::: ~eventy (1 (j70) bcorecn .be Co.pcr:icion by the _
nyk ~ dde ot BEL-AlRE HOMES. INC.. a Pennsylvania corporation having
its principal place of business in dhe Borou6h of Shiremanstown,
CC\.'lnty of CUDlberland and Stau of Pennsylvania, party
of [ht Ol\t put ud PAUl: R. LEIIER and RUTH M. LEItER,
his 'irl.fe.
~ the City of Harrisburg,
County of Dauphin
'11 [he Sme of Penn sylvan La , partiee of W od*r pm IIttntBQlq
no< <he said party of the first part lor and in CM-
ildet2tiol'l of the jUnl of Fovr t:houasnd - -- - ~ - -- -- - - --- --,-:- -- --.- - - -- -- -- ----
__ _ _ _ _ _ _ _ (~4, 000 , 00 )0011..." ,l.""fur m~y of the Unitect Sru", to ic ;/\ h.~d p<li4 by the ",id
parties of ~e second par~
1. rne time of the Clo;ccution hereof. Ihe rC(;cipt 'iI~tcof'ii /meby .ckn<l""IedCcd. Ju.s JUAt.d, bUPlleci, MIld.
.Iien<<!. enf.olfed, relt~ed lfld conJj~d, and .PT chese P=Q clooJ gt>nt, bo'pin, Jell, .Ji..... .ni.otf, ~)ux .nd
eo"'",.... ""'0 t~ s..d
par1:ies of the second part, their hej.:l:"s
.2ud :anipll\
.It ilioc "ruin picce or porco) qf. land. ,;t\I,U in t..'1e Township of Lower Allen, County
of Cumberland and State of Pennsylvania, oounded and described as
follows, to wit:l
BEGINNING a~ a point on the northern line of Glendale Driye.
sa'Ld poin1: being at the dividing line bet:ween Lots Nos. 15 and 16 on
th., hereinafter mentioned Plan of Lots; thence com:inuing along the
no::-thern line of Glendale Drive Sout:h 66 degrees 36 minutes West,
se'renty-five (75) feet to a point a't: the dividi.ng line l>e~een Lots
No;~, 16 and 17 on s~id plan; O1ence alans said dividin5 line No:rth
2~ degrees 24 minutes West, one hundred fifteen (115) feet to a point I
th.mce North 66 de~ree5 36 min\.ltes East. seventy-five (75) fee't to a
po:_n1: at me dividing Une be~een ,Lots Nos. 15 and 16 on said plan I
til.!nce along said dividing line South 23 degrees 24 minutes East, one
hundred fifteen (115) feet to a point on the northern line of Glendale
Dr.~ve. the place or BEG~NNINq, ,
IlEING Lo't No. 16, Block '"N''' on Plan No. 7 of Shireman Manor
Ex~enslon. said plan being r~orded, in the Cumberland County Recorder.s
O~:ice in Plan Boo~ 16, Pa8e 81.
BEING par'!: of the same premises which Carroll R. Roth and M.
Alneda Ro~. his wife. by deed dated July 7. 1967 and recorded in the
Cunberland County Recorder' $ Office in Deed Book "J.{". VolUllle 22, Pase
45~'. granted and conveyed untO the par't}' o:f t.'1e f1.rH pa.rt herein.
UNDER and SUBJEC~. neverthele8s. ~o easement8 apP$arin8 on record
on said plan and 1:0 the restric'tions as flet forth in the Cumberland
Connty Recorder's Office in Miscellaneous Record Book 167. Page 435
and to amended rest:rictions as set fort:h in' Miscellaneous Record BOOk
169, Pa.ge 685.
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6OOKW2JpACE 392
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08/16/200!5 01:!50 FAX 7177924964
V ALLEY PRODUCTS CO.
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~I. or U. anywi~ apIWttsining. and <.be nvcnio.... and remail'<itrs, reM., i_1lU aftd proJhs rhettof, .nd all
ck" ..<:.~. righe. tide. in,"C$t, proper')', cJoinl. ,nd dem.nd .....h.eJ<<v.,: of iI, the said
paC't.y of the first: par'!:
ddlet in llw or "'1uioy. of, in ud to rhe ..me.
UCo ~8Ut auit to qul~ rl~ ~ messu_s'
p.leC of ground ,bon ducribcd, bcrcdi~ents .tld p~ h....by jfll/llrd.
mmeioMll. Or jauAdod so to ~. widl rhe .pp1JIt'Mll~'" unlO the ssld par'!:ie II
part. '!:he1r heirs
.r.d .~;jgtlJ, to ~d for <ho only pt'Oj)cr u~ and behoof at .h. ..ill
t:~.ir heirs
,nd 'HiJIU for.v....
.I\d 101 or
borsa-ined 'I\d ~Id, or
of '!:he second
or tcncme,l t
par~iQs of the secopd p~rt,
"nd .Ju, aid puty of 1i'K 6rot ~r tor ieself .nd i.. JU~c,"on, dQcs h.~.by eove'mlC and as.... tel .nd
wilh ,h. nid parties of the second part, t:heir heirs
.'19 .ss,gM., Ill" it
PC s;.ld PUlY of the /inl parr and ics .....CU50rs. .11 .nd sinS'Jlar ,h. ..id he...br !I'anred, pnmile$. wilh the
"1'PU'Ctnan~", unw the $Oid pa.rties of the tlec01'Id part. their heirs
:.ad uf~, _saW, h: che u.id 'P'lT:Y of the nlJt PUE and ia '''''''c:uon, .lAd S&~inH aU "t\d ~.,cty or),., ~naft
",d (...t':I01U ~hOlll-"er l..dull,. elaimins or to claim Ihe ..me f>t any pan: Ihu(Qi
;jqaU Clnb Ifm Durrant nul) 31fnrruvr leffnll
by lb~ prc;cnu.
~u~;.i)
Bel-A1re Homes, Loc.
d~,"
tn.e Slid
'-':~r .""..ituef .nel appoint John M. Knaub
'0 bo. io '''O","y, for it and in irs n.me, ~nd U U1d for its corporate a" .nd G<<d to .eknowledge chi, d""d
b"fo.~ .ny pc....... havi,,! a~otity by the I.w. of ,be Com""",weaJd, of P.nl\Jylv.ni. to take l\Jeh .cltnowlds'
me..;, W UK ",c...c dI.c w _. lIMY be duly reeo<'dcd.
lilt aJtsttlIU:mg lIIJqPrfuf rht ..id B~l-Aire Homes. Ina,
h.. .a,,;cd chis JlleknC"'. '" bot ,ignee! by it> Prelld""., ~t'..ftd by ils Se,r."'ry .nd
.l1ixcd heteu!\to rl... common and ''''PO''to ~I of ci'K .,k1 Col1"""cioA, th.. tbe
..,.1 a~"cd htJ'~co ;. eM ",oJ of Aid Corporocion, rh.r it w.s so .lIixed by orellr of
rho Board of Direl;to~l of ..id Corp6racion, and .hd (hey ,itllCd cheir nun" nemo
by like ordor, ~hc ~1 ~Ild y.~r fim .bov. ...riclt!\.
Si8Tlod, Sfficd 1M D.l.iycr.d
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ESTATE OF
SOCIAL SECD
DATE OFDEA
Sovereign Bank
Paul R. Leiter
RlTY #: 209-12-7921
TH: October 12,2004
2300004624 Type: Checking Open date: 4/2/19( 7
Paul R. Leiter or Ruth M. Leiter
th Balance: $14,453.99
rom 1/1/2004 to 10/11/2004 : $18.14
erest to date of death: $0.11
Closed 10/27/04
2300004632 Type: Checking Open date: 4/2/19< 7
Paul R. Leiter or Ruth M. Leiter
th Balance: $0.00
rom 1/1/2004 to 11/11/2004 : $61.41
erest to date of death: $0.00
Closed 5/12/04
2360001901 Type: Savings Open date: 4/2/19< 7
Paul R. Leiter or Ruth M. Leiter
th Balance: $27,925.99
rom 1/1/2004 to 10/11/2004 : $46.67
erest to date of death: $0.30
Closed 10/27/04
100795939 Type: Checking Open date: 5/5/20( 4
Paul R. Leiter
th Balance: $93,275.62
rom 1/1/2004 to 10/12/2004 : $835.68
erest to date of death: $5.04
Closed 10/27/04
125502635 Type: IRA Open date: 12/21/19 82
Paul R. Leiter
th Balance: $9,205.43
rom 1/1/2004 to 9/30/2004 : $86.17
erest to date of death: $3.45
Closed 1/1/05 Beneficiary: Ruth M. Leiter
Account #:
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
Account #:
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
Account #:
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
Account #:
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
Account #:
In the name of:
Date of Dea
Int.(YTD) f
Accrued int
Other Info:
Page 1 of 2
I
.
Sovereign Bank
ESTATE OF Paul R. Leiter
SOCIAL SECURITY #: 209-12-7921
DATE OF DEATH: October 12,2004
Account #: 525509421 Type: IRA Open date: 1/2/19 ~6
In the name of: Paul R. Leiter
Date of Death Balance: $123.42
Int.(YTD) from 1/1/2004 to 9/30/2004 : $0.97
Accrued interest to date of death: $0.00
Other Info: Closed 1/1/05 Beneficiary: Ruth M. Leiter
I
I
Page 2 of 2
8
GE Life and Annuity Assuran e Company
A GE Financial Assurance Company
GE Life and Annuity Assurance Company
3100 Albert Lankford Dr, PO. Box 1572
Lynchburg, VA 24505-1572
Toll Free (888) 325-5433 fax: (434) 948-5783
March 4, 2005
Michele L. May, Legal Assistant
Guthrie, Nonemaker, Yingst & Hart
40 York Street
Hanover, PA 17331
Re:
Decedent:
Policy/Contract Number:
Paul L. Leiter
0506712697
Dear Ms. May:
We would like to respond to your recent inquiry regarding Mr. Paul Leiter. The above
referenced policy number is the only annuity policy for Paul L. Leiter. He had a Long Term are
policy issued with the policy number 0110331797.
1. The policy is a single premium deferred annuity
2. Policy number - 0506712697 .J
3. $28,577.82
4. No joint owner
5. Not a joint account
For information regarding the Long Term Care Policy, please contact the customer service ar a
at the above toll free number, extension 4503.
We trust this information is of assistance to you. if you shouid require further assistance piea e
feel free to contact me at the above toll free number, extension 4667.
Sincerely ,
~~~
Jonni Krogol
Annuity Claims Department.
/jk
BANKERS liFE AND CASUALTY COMPANY
Life Division . 222 Merchandise MtlI't ~
Chialgo, IL 60654-2009 . Telephone: 312-396-NJOO
Matthew Guthrie, Esquire
40 York St
Hanover PA 17331
April 19, 2005
Policy
7,767,637
7,686,194
ATTENTION: Michele L May
RE: Paul R Leiter, Deceased
Dear Ms. May:
This correspondenceis in reference to your letter dated, April 4, 20 5.
The date of death value of ~licv 7686194 is $19,585.62. The date 0
death value of Policy 7767637 is $63,094.46/
Your friends at
BANKERS,
t?a.Jl(?J~
P. Pickering
Life/Annuity Claim Department
LCGS 570385
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BLOOI3 (07/92)
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LAST WILL
OF
PAUL R. LEITER
1, PAUL R. LEITER of Lower Allen Township, Cumberland County,
Pennsylvania, do hereby declare this to be my Last Will, and do herebY..fevok~_,:r:;
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all prior Wills and Codicils heretofore made by me.
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1. I hereby give and bequeath to my spouse, RUTH M. LEITER
(hereinafter referred to as limy spouse") if my spouse survives me, my entire
interest in and to any and all furniture, antiques, clothing, jewelry, pictures,
statuary, works of art, silver, plate, ornaments, bric-a-brac, tapestry, household
goods, utensils and supplies, books, linen, china, glass, automobiles, plants,
implements, and tools that may be in, at or about my home at the time of my
death, and all of my other tangible personal property, together with all policies
of insurance.
If my spouse does not survive me, all of the property above described in
this paragraph I, except to the extent that certain items thereof are otherwise set
forth in a memorandum that may be attached to this Will, I hereby give and
bequeath to those of my nieces, LINDA R. SHERIDAN, CYNTHIA NEARY,
JUDITH WHITTENGHILL and SUSAN WEAVER, who may survive me at the
time of my death, to be divided between or among them in as equal shares as
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may be possible, as they may mutually agree; should my said surviving nieces be
unable to agree between or among themselves upon such a division of said
property, alternate choice of individual items thereof shall be made by her as
follows: the first choice shall be made by the oldest of my surviving nieces, the
second choice shall be made by my next oldest surviving niece, and so on
according to age until an equal or nearly equal division and distribution of said
property items is completed.
2. If my spouse survives me at my death, I hereby give, bequeath and
devise to my spouse all of the rest, residue and remainder of my property and
estate, of whatsoever nature and wheresoever situate, together with all policies
of insurance thereon.
3. If my spouse does not survive me, then all of the rest, residue and
remainder of my property and estate, of whatsoever nature and wheresoever
situate, together with all policies of insurance thereon, I hereby give, bequeath
and devise as follows:
(a) 10% thereof to be divided in equal shares among St. Mark's
Evangelical Lutheran Church of Colonial Park, Pennsylvania, St. Luke's
Lutheran Church of Littlestown, Pennsylvania and the Care Assurance
Fund of the Gettysburg Lutheran Home;
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(b) 50% thereof to be divided among Larry Leiter, Sherry Leiter,
Grady Leiter, Linda R. Sheridan, Susan Weaver, Judith Whittenghill and
Cynthia Neary, in equal shares; and
(c) 40% thereof to be divided among Gerald Kerstetter, Wayne
Kerstetter, Irvin Hofe, Lowell Hofe, Kenneth Kerstetter and Jean Brungart,
in equal shares.
4. In the event that my spouse and I die simultaneously or under such
circumstances that it cannot be established which of us died first, then my spouse
shall be deemed to have predeceased me for all purposes under this Will
5. Should any legatee or devisee under this Will die within ninety (90)
days after the date of my death, he or she shall be deemed to have predeceased
me for all purposes under this Will.
6. No interest of any beneficiary hereunder in either the principal or
income of my estate shall be subject or liable in any manner while in the
possession of my executor to anticipation, pledge, assignment, sale, transfer,
charge or encumbrance, whether voluntary or involuntary, or for any liabilities
or obligations of such beneficiary whether arising from his or her death, debts,
contracts, torts or engagements of any type.
7. Except as otherwise restricted, directed or provided in this Will, or
required by law, in the administration of my estate hereunder, the executor or
executrix (hereinafter the "Fiduciary") serving under this Will shall have the
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G) To make from time to time partial distributions in varying
amounts to the beneficiaries hereunder prior to final settlement and
distribution of my estate, and in connection therewith to determine in the
Fiduciary's discretion the time or times when such partial distributions
may require recompilation of said beneficiaries' proportionate interests
hereunder for the equitable allocation of income or on account of
changing asset values pending final distribution.
(k) To receive, collect and recover the interest, rents, profits,
proceeds, gains, and other earnings and income of and from the property
held by the Fiduciary hereunder.
(1) In generat to exercise all powers in the management of the
assets and property held by the Fiduciary which any individual could
exercise in the management of similar property owned in his own right,
upon such terms and conditions as to the Fiduciary may seem best, and to
execute and deliver all instruments and to do all acts which the Fiduciary
may deem necessary or properly to carry out such management duties
under this Will.
8. I hereby appoint my spouse to serve as my Executrix. Should my
spouse be unwilling or unable, fail to qualify, or cease to act as my Executrix, I
hereby appoint my niece, Linda R. Sheridan to serve as my Executrix under this
Will. Should my said niece be unwilling or unable, fail to qualify, or cease to act
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as my Executrix hereunder, I then appoint my niece, Cynthia Neary to serve as
my Executrix under this vVill. Should my said niece be unwilling or unable, fail
to qualify, or cease to act as my Executrix hereunder, I then appoint my niece
Susan Weaver to serve as my Executrix hereunder.
9. My Executrix shall not be required in any jurisdiction to file, enter
or post any bond or other security for the faithful performance of her duties
hereunder, and shall not be liable for the acts, omissions or defaults of any agent
appointed with due care.
10. I direct that all estate, inheritance, legacy, transfer, succession and
death taxes, of whatsoever nature or kind and by whatsoever jurisdiction
imposed, and all interest and penalties thereon, which may be payable or
assessed in consequence of my death, whether or not with respect to property
passing under this Will, shall be paid out of and charged against the principal of
my residuary estate in the same manner as are general administration expenses
of my estate so that all property subject to said taxes shall be and pass free and
clear thereof, without apportionment of or reimbursement for such taxes, interest
or penalties among any beneficiaries, transferees or other persons interested in
such property and without any right of my estate or executor to contribution,
recovery or collection for the same. Taxes on any future or remainder interests
hereunder may be prepaid at and in the election and discretion of the Fiduciary
to the extent permitted by law.
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11. If any beneficiary under this \Nill directly or indirectly objects to
the probate of this Will or contests this vVill or any part thereof, then any such
objecting or contesting beneficiary shall be treated for all purposes of this Will as
if he or she had predeceased me, and any distribution of any kind intended for
him or her shall be void and of no legal effect.
IN WITNESS WHEREOF, I, the said PAUL R. LEITER, hereby set my
hand to this my Last Will, typewritten on and consisting of these nine (9) sheets
of paper, at the bottom of each of the preceding pages of which I also have
placed my initials, on this / Z>:Z~ay of ~ f1998.
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PAUL R. LEITER'
8463.1
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On this /Ol:!i day of <Sc--PT?:..~a-=7sJ998, PAUL R. LEITER declared
to us, the undersigned, that the foregoing instrument was his Last Will, and he
requested us to act as witnesses to the same. In our presence, being unable to
sign his name hereto because of his current physical condition the testator
directed his name to be subscribed for him which was done as directed in the
presence of the testator and in the presence of the undersigned, whereupon the
testator in our presence unassisted make his mark or cross in the space provided
between his names. We now, at his request, in his presence, and in the presence
of each of us, hereby subscribe our names as witnesses thereto and have placed
our initials at the bottom of each of the preceding pages. By so doing, each of us
declares that he or she believes this testator to be of sound mind and memory.
Cl:Hl-~o.PL-h::-l2. L.v~ residing at (q l \ L~c...+.NG\('l.n\ '1> 12-+=-\1. Fe. f.L P-iI
ce' f; l U. ~'~tLu residing at 93 eM/do 'ta:0. ro.i'lLp M I ~ 1'7011
I)c.Ot-tcJ,;;J. (b.k~ residing at \~Gi JdyT) (;tmcl Rea d) Lo n L CI~~ Pit ) 76 6' L-rV
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COMI\tl0NWEAL TH OF PENNSYLVANIA
COUNlI OF CU.JYL4x,r )CL/VLL
5S.
I, PAUL R. LEITER, testator, whose name is subscribed to the attached
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed it willingly by making my mark as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by PAUL R. LEITER,
the testator, this i6 nJ day of 5"' ~ , 1998.
\
P~R,~
PAUL R. LEITER
. ssion Ex ires:
NOTARIAL SEAL
CHAISTY A. LONG.1\lotery Public
City of H.~sb~rg. Dauphin County
My Comm::::~~ I:::rcirss Dec. 22. 2001
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cu__yrl.):lGY /cL-ir1L
We, Jih2~iZ ;,2. L..;c;\"< (:~ A.<iJ~u ~'"m".J, "J D~
the witnesses whose names are signed to the attached foregoing instru\ ent,
being duly qualified according to law, do depose and say that we were present
and saw PAUL R. LEITER, the testator, sign and execute such instrument as his
Last Will by making his mark; that such testator signed such instrument
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 such testator signed such
Last Will as a subscribing witness thereto; and that to the best of our knowledge,
such testator was at that time 18 or more years of age, of sound mind and under
no constraints or undue influence.
55.
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day of
WITNESSES:
OL+:1::c.<;" rz,.p ltc--R.. L c."uk ~
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My Commission Expires:
NOTARfALSEAL
~HAlSTY A. LONG, Notary PuCic
City 01 Hl!ITisburg, Dauphin Cou
My Ccmmissicil ~pires Dec. 22, :'1
8463.1
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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Paul R. Leiter
No. 21-04-009..9
Date of Death 1 0/12/200 ~
Social Security No. 209-12-79~1
also known as
, Deceased
Linda R. Sheridan
The Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the following In entory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of
Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as
of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth 0
Pennsylvania except that which appears in a memorandum at the end of this Inventory. l!We verify that the statelnents
made in this Inventory are true and correct. l!We understand that false statements herein are made subject to thE
penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities.
Attorney:
Matthew L. Guthrie, Esquire
Personal Reores:ntative. jJ j It.... . . I )
Signature: ,Ix~ ^. '>L.Y t.i/U..L::ia;y<.
Linda R. Sheridan
1.0. No.:
44266
Signature:
Firm: Guthrie. Nonemaker, Yingst & Hart
Signature:
Address: 40 York Street
Hanover,PA 17331
Telephone: 717 -632-5315
Address: 17 N. Water Street
Spring Grove, PA 17362
Telephone: 717-225-1356
Dated:
10- b- '05
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Personal Property
Cash....................................................................................................
Pe rso na I Property... ..................................................................... .....
Stocks/Listed.....................................................................................
Stocks/Closely Held.........................................................................
Bonds.................................................................................................
Partnerships and Sole Proprietorships ........................................
Mortgages and Notes Receivable..................................................
All Other Property.................................................... ........ .................
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206,980.92
7,300.00
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8,579.01
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Total Personal Property........................................... 222,859.93
Total Real Property................................................... 174,900.00
Total Personal and Real Property........................... Ii> .~~~.~$~.~31
Total Out-of-State Real Property............................
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Estate of
also known as
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Paul R. Leiter
No.
Date of Death 1 0/12/200 ~
Social Security No. 209-12-7~ 21
1/
Cash
, Deceased
303 Glendale Drive, Shiremanstown, PA 17011 - prorated taxes at settlement
Banker Life & Casualty Co Annuity Contract #7686194 - POD to estate
GE Life and Annuity Contract #0506712697 - POD to estate
Halliburton and Alco Settlement Proceeds Checks - asbestos litigation
Internal Revenue Service - 2004 income tax refund
Libertv Mutual Insurance - refund
Miscellaneous deposit
Mutual Beneficial Association Annuity Certificate #93976 - POD to estate
Myers Funeral Home, Inc. - refund
Social Security Railroad Retirement - check on hand
United American Insurance - premium refund
Verizon - refund
Waypoint Bank CD# 0100795939
Accrued interest on above item through date of death
Waypoint Bank CD# 2300004624
Accrued interest on above item through date of death
1.884.81
19.585.63
28.577 .82
1.999.24
2.789.73
69.92
121.00
4.264.94
273.60
950.00
1.430.88
40.00
93.275.62
5.04
14,453.99
0.11
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
397.759.93
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Paul R. Leiter
No.
Estate of
, Deceased
Date of Death 1 0/12/200~
Social Security No. 209-12-79'1
also known as
Waypoint Bank IRA Account# 0525509421 - POD to estate
123.42
Waypoint Bank IRA CD# 0125502635 - POD to estate
9.205.43
Accrued interest on above item through date of death
3.45
Waypoint Bank Savings Account# 2360001901
27.925.99
Accrued interest on above item through date of death
0.30
206.980.92
Total Cash
Personal Property
2001 Buick Regal - sale price
5.300.00
Household Goods & Personal Effects - appraised value
2.000.00
7.300.00
Total Personal Property
Bond
U.S. Savings Bond Series HH
6.000.00
U.S. Savings Bonds Series E
375.00
Accrued interest on above item through date of death
2.204.01
8.579.01
Total Bond
Real Estate
303 Glendale Drive, Shiremanstown, PA 17011 - sale price
174.900.00
174.900.00
Total Real Estate
2
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV." 62' jXI1' .961
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RECEIVED FROM:
NO. CD 005876
SHERIDAN LINDA H
17 NORTH WATER STREET
SPRING GROVE, PA 17362
ACN
A SSESSMENT AMour T
CONTROL
NUMBER
_~_n___ fold --------
101 I $5,082.64
ESTATE INFORMATION: SSN: 209-12-7921 I
FILE NUMBER: 2104-0949 I
DECEDENT NAME: LEITER PAUL R I
DATE OF PAYMENT: 10/07/2005 I
POSTMARK DATE: 10/06/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/12/2004 I
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TOT AL AMOUNT P AID: $5,08; .64
REMARKS:
CHECK# 178
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBt UGH
REGISTER OF WILLS
REGISTER OF WILLS
II
Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
No. 21-04-00949
Estate of Paul R. Leiter, Deceased
First and Final Account
Linda R. Sheridan, Executrix
Date of Death:
10/12/2004
Date of Executor's Appointment
10/21/2004
Date of First Advertisement of Letters:
11/24/2004
Accounting for the Period:
10/12/2004
to
11/30/2005
Purpose of Account: Linda R. Sheridan, Executrix, offers this account to acquaint interested parties
with the transactions that have occurred during this administration.
It is important that the account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
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Matthew L. Guthrie, Esquire
Attorney Identification No. 44266
Guthrie, Nonemaker, Yingst & Hart
40 York Street
Hanover, PA 17331
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GROSS ESTATE
(Principal Receipts + Income Receipts)
397,386.10
SUMMARY OF ACCOUNT
Estate of Paul R. Leiter, Deceased
For the period of October 12. 2004 throuQh November 30. 2005
Proposed Distributions
to Beneficiaries
PaQe
Current
Value
14
PRINCIPAL
Receipts: This Account
Net Gain (or Loss) on Sales
or Other Dispositions
1 - 2
3
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Commissions
Fees
Family Exemption
4-5
5
5-6
6
1,543.80
4,840.00
3,529.21
53,082.64
0.00
32,000.00
0.00
6
Balance Before Distributions
Transfer to (from) Principal
Distributions to Beneficiaries
7
8
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings 9
INCOME
Receipts
This Account
10-11
Net Gain (or Loss) on Sales
or Other Dispositions
Less Disbursements
12
Balance Before Distributions
Transfer to (from) Income
Distributions to Beneficiaries
Income Balance on Hand
13
For Information:
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
Fiduciary
Acquisition
Value
280,725.08
396,173.56
-14,344.37
381,829.19
94,995.65
286,833.54
0.00
7,300.00
279,533.54
1,212.54
0.00
1,212.54
21.00
1,191.54
0.00
0.00
1,191.54
280,725.08
SCHEDULE A
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
Cash
1 0/12/2004 Banker Life & Casualty Co Annuity Contract 15.000.00
#7686194 - POD to estate
10/01/2005 Banker Life & Casualty Co Annuity Contract 4.585.63
#7686194 - taxable income
10/12/2004 GE Life and Annuity Contract #0506712697 - POD 20.000.00
to estate
10/01/2005 GE Life and Annuity Contract #0506712697 _ 8.577 .82
taxable income
05/18/2005 Halliburton and Alco Settlement Proceeds 1.999.24
Checks - asbestos litigation
07/07/2005 Internal Revenue Service - 2004 income tax 2.789.73
refund
09/23/2005 Liberty Mutual Insurance - refund 69.92
10/27/2004 Miscellaneous deposit 121.00
10/12/2004 Mutual Beneficial Association Annuity Certificate 4.264.94
#93976 - POD to estate
11/16/2004 Myers Funeral Home, Inc. - refund 273.60
11/16/2004 Social Security Railroad Retirement - check on 950.00
hand
01/11/2005 United American Insurance - premium refund 1,430.88
01/11/2005 Verizon - refund 40.00
1 0/12/2004 Waypoint Bank CD# 0100795939 93.275.62
1 0/12/2004 Accrued interest on above item through date of 5.04
death
10/12/2004 Waypoint Bank CD# 2300004624 14,453.99
10/12/2004 Accrued interest on above item through date of 0.11
death
10/12/2004 Waypoint Bank IRA Account# 0525509421 - POD 123.42
to estate
1 0/13/2004 Accrued interest on above item through date of 3.45
death
1 0/06/2005 Waypoint Bank IRA CD# 0125502635 - POD to 9.205.43
estate
1
SCHEDULE A
RECEIPTS OF PRINCIPAL
Continued
Fiduciary
Acquisition
Value
10/12/2004 Waypoint Bank Savings Account# 2360001901 27,925.99
1 0/12/2004 Accrued interest on above item through date of 0.30
death
Total Cash 205.096.11
Personal Property
10/12/2004 2001 Buick Regal - sale price 5,300.00
10/12/2004 Household Goods & Personal Effects - appraised 2,000.00
value
Total Personal Property 7,300.00
Bonds
10/12/2004 U.S. Savings Bond Series HH 6,000.00
1 0/12/2004 U.S. Savings Bonds Series E 375.00
10/06/2005 Accrued interest on above item through date of 2,204.01
death
Total Bonds 8,579.01
Real Estate
10/12/2004 303 Glendale Drive, Shiremanstown, PA 17011 _ 174.900.00
sale price
Total Real Estate 174,900.00
Subseauent Principal Receipts
10/06/2005 U.S. Savings Bonds Series E 75.00
11/22/2005 Veterans Life Insurance Company - POD to 223.44
estate
Total Subsequent Principal Receipts 298.44
Total Receipts of Principal 396,173.56
2
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
08/26/2005
303 Glendale Drive, Shiremanstown, PA 17011
Net Proceeds
Fiduciary Acquisition Value
160.555.63
-174.900.00
-14.344.37
TOTAL GAINS AND LOSSES/PRINCIPAL
LESS LOSS
NET GAIN OR LOSS
-14.344.37
-14.344.37
3
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
10/27/2004 Waypoint Bank Savings Account# 2360001901 _ 9.64
checks cleared post-death
11/1 0/2004 Comcast - cable bill 13.61
11/10/2004 Verizon - telephone bill 71.12
11/20/2004 PPL Electric Utilities - electric bill 55.65
01/31/2005 Pennsylvania American Water - water bill 52.09
02/15/2005 Liberty Mutual Insurance - homeowners premium 602.75
04/11/2005 AT&T Corporation - telephone lease 107.28
04/11/2005 Quantum Imaging - account balance due 23.73
04/19/2005 Bonnie K. Miller, Tax Collector - real estate taxes 607.93
Total Debts of Decedent 1.543.80
Funeral Expenses
10/26/2004 Myers Funeral Home, Inc. - funeral service 4.215.00
10/26/2004 Rolling Green Cemetery - grave opening 250.00
10/26/2004 Rolling Green Cemetery - memorial inscription 375.00
Total Funeral Expenses 4.840.00
Administration Expenses
10/21/2004 Register of Wills, Cumberland County - probate 249.00
fees
10/26/2004 Lower Allen Township - sewer/refuse 73.35
11/02/2004 Waypoint Bank Estate Checking Account 3.00
#3361119561 - estate checkbook
11/10/2004 PPL Electric Utilities - electric bill 54.73
11/20/2004 Verizon - telephone service 49.88
11/24/2004 The Sentinel - estate notice 137.03
4
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
11/29/2004 Larry Zuvich - lawn maintenance 205.00
11/30/2004 Cumberland Law Journal - estate notice 75.00
12/07/2004 Register of Wills, Cumberland County - short 15.00
certificates
12/15/2004 PPL Electric Utilities - electric bill 49.75
01/03/2005 Liberty Mutual Insurance - auto premium 106.90
01/14/2005 Lower Allen Township - sewer/refuse 73.35
01/14/2005 PPL Electric Utilities - electric bill 119.38
02/15/2005 PPL Electric Utilities - electric bill 204.51
03/20/2005 PPL Electric Utilities - electric bill 165.00
04/03/2005 Larry Zuvich - snow removal 100.00
04/11/2005 Lower Allen Township - sewer/refuse 79.35
04/18/2005 Vital Records - fee to obtain 2 death certificates 25.00
for Ruth Leiter
04/22/2005 Register of Wills, Cumberland County - short 8.00
certificates
04/29/2005 PPL Electric Utilities - electric bill 126.76
05/12/2005 Arentz General Services - haul garbage 300.00
OS/25/2005 PPL Electric Utilities - electric bill 66.82
06/26/2005 Larry Zuvich - lawn maintenance 200.00
06/26/2005 PPL Electric Utilities - electric bill 44.20
07/28/2005 PPL Electric Utilities - electric bill 32.69
08/15/2005 Cumberland County Recorder of Deeds - fee 5.00
08/29/2005 Larry Zuvich - lawn maintenance 200.00
08/29/2005 PPL Electric Utilities - electric bill 52.09
09/15/2005 Pennsylvania American Water - water bill 131.31
09/15/2005 PPL Electric Utilities - electric bill 17.11
09/27/2005 Register of Wills, Cumberland County - filing fee 30.00
09/27/2005 Register of Wills, Cumberland County _ 105.00
additional probate fees
09/27/2005 West Shore Oil - air conditioner repair service 92.00
10/06/2005 Register of Wills, Cumberland County - short 8.00
certificates
11/30/2005 Register of Wills, Cumberland County _ 325.00
adjudication and account filing fee
5
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
Continued
Total Miscellaneous Administrative Expenses
3.529.21
Federal and State Taxes
01/06/2005 Register of Wills, Agent - inheritance tax paid at 48.000.00
discount
10/06/2005 Register of Wills, Agent - inheritance tax paid 5.082.64
with return
Total Taxes 53.082.64
Fees
11/30/2005 Guthrie, Nonemaker, Yingst & Hart - attorney 16.000.00
fee
11/30/2005 Linda R. Sheridan - executor fee 16.000.00
Total Fees 32.000.00
TOTAL DISBURSEMENTS OF PRINCIPAL 94.995.65
6
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL
Cvnthia K. Nearv
10/12/2004
Specific bequest per Item 1 of Will - to include
household goods and automobile
Judith A. Wittinahill
1 0/12/2004
Specific bequest per Item 1 of Will - to include
household goods and automobile
Linda R. Sheridan
10/12/2004
Specific bequest per Item 1 of Will - to include
household goods and automobile
Susan J. Weaver
10/12/2004
Specific bequest per Item 1 of Will - to include
household goods and automobile
1.825.00
1,825.00
1,825.00
1.825.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES
7
1 ,825.00
1,825.00
1.825.00
1,825.00
7,300.00
# Units
PRINCIPAL BALANCE ON HAND
Description
Cash
Waypoint Bank Estate Account #3361119561
Total Cash
8
Current Value
11/30/2005
or as Noted
279.533.54
279.533.54
279.533.54
Fiduciary
Acquisition
Value
279.533.54
279.533.54
279.533.54
SCHEDULE F
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
# Units
303 Glendale Drive. Shiremanstown. PA 17011
10/12/2004
08/26/2005
Inventoried
Sold
Total
9
Cost
174,900.00
-174.900.00
0.00
0.00
SCHEDULE G
RECEIPTS OF INCOME
Interest/Bank
Banker Life & Casualty Co Annuity Contract #7686194
Waypoint Bank IRA CD# 0125502635
10/06/2005 interest
22.14
22.14
TOTAL BANK INTEREST
Interest/Bond
721.18
10
U.S. Savinas Bonds Series E
10/06/2005
SCHEDULE G
RECEIPTS OF INCOME
Continued
interest
TOTAL BOND INTEREST
TOTAL RECEIPTS OF INCOME
11
491.36
491.36
491.36
1,212.54
PA DeDartment of Revenue
10/06/2005
SCHEDULE I
DISBURSEMENTS - INCOME
Expense I INCOME
2005 fiduciary income tax due (PA41)
TOTAL DISBURSEMENTS OF INCOME
12
21.00
21.00
21.00
# Units
INCOME BALANCE ON HAND
Description
Cash
Waypoint Bank Estate Account #3361119561
Total Cash
13
Current Value
11/30/2005
or as Noted
1.191.54
1.191.54
1.191.54
Fiduciary
Acquisition
Value
1.191.54
1.191.54
1.191.54
[
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current Value
11/30/2005
or as noted
Fiduciary
Acquisition
Value
TO: Care Assurance Fund of the GettysburQ Lutheran Home
1/3 of 10% residue 11.126.93
11.126.93
TO: Cynthia K. Nearv
1/7 of 50% residue 19.630.50
19.630.50
TO: Gerald Kerstetter
1/5 of 40% residue 21,986.16
21,986.16
TO: Grady Leiter
1/7 of 50% residue 19.630.50
19.630.50
TO: Jean BrunQart
1/5 of 40% residue 21,986.16
21,986.16
TO: Judith A. WittinQhill
1/7 of 50% residue 19,630.50
19.630.50
TO: Kenneth Kerstetter
1/5 of 40% residue 21.986.16
21.986.16
TO: Larrv M. Leiter
1/7 of 50% residue 19.630.50
14
r
,
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Continued
Current Value
11/30/2005
or as noted
TO: Linda R. Sheridan
1/7 of 50% residue
TO: Lowell Hofe
1/5 of 40% residue
TO: Sherry Leiter
1/7 of 50% residue
TO: St. Luke Lutheran Church
1/3 of 10% residue
TO: St Mark Evanaelical Lutheran Church
1/3 of 10% residue
TO: Susan J. Weaver
1/7 of 50% residue
TO: Wayne Kerstetter
1/5 of 40% residue
15
Fiduciary
Acquisition
Value
19.630.50
19.630.50
19.630.50
21.986.16
21.986.16
19.630.50
19.630.50
11.126.93
11.126.93
11.126.93
11.126.93
19.630.50
19.630.50
21.986.15
21.986.15
"
:-
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Continued
Current Value
11/30/2005
or as noted
Total
16
Fiduciary
Acquisition
Value
280.725.08
~ .
AFFIDAVIT TO ACCOUNT AND OF SERVICE OF
NOTICE OF FILING ACCOUNT
COMMONWEAL TH OF PENNSYL VANIA
COUNTY OF YORK
Before me, the subscriber, a Notary Public in and for said County and Commonwealth,
personally appeared Linda R. Sheridan, who, being duly sworn, deposes and says that she is the
Executrix of the Last Will and Testament of Paul R. Leiter, late of Lower Allen Township,
Cumberland County, Pennsylvania, deceased; that the within and foregoing account as stated is
true and correct as she verily believes, that a period of more than four months has elapsed from
the date of the first complete advertisement of Letters Testamentary on November 24,2004, that
on the 9th day of December, 2005 she gave notice of the date of the proposed filing in the Office
of the Register of Wills of Cumberland County, Pennsylvania, of the within and foregoing First
and Final Account of said Executrix to every person of whom the Accountant has notice or
knowledge who claim an interest in said estate as beneficiary, heir, next of kin, creditor or
otherwise, by mailing in the post office in Hanover, York County, Pennsylvania, by first class
mail, written notice, of which the attached is a true and correct copy to the following persons at
the following address:
SEE ATTACHED LIST
and that there is no other person of whom the accountant has notice of knowledge who claim an
interest in the said estate.
~ /~ -JJZeAdtl-/~
Linda R. Sheridan
Sworn and SUb~Cri&iS b*' day of k~).. , 2005.
a n -9~ t~lI~ Q;,-1
N~ \}
COMMONWEALTH OF PENNSYLVANIA
.lata...
StEPHANE R.11~""" PublIc
HMMr -.1Irt&CMr
IIr ~ FIb. 4, 2008
3
.
ESTATE OF:
Paul R. Leiter 209-12-7921 10/12/2004
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Jean Brungart Niece 1/5 of 40% residue 0.00
1952 E. Winter Road
Loganton,PA 17747
2 Lowell Hofe Nephew 1/5 of 40% residue 0.00
505 South Boulevard
Salisbury, MD 21801
3 Gerald Kerstetter Nephew 1/5 of 40% residue 0.00
4001 Ashburn Way
Mechanicsburg, PA 17055
4 Kenneth Kerstetter Nephew 1/5 of 40% residue 0.00
223 Cambridge Drive
Stuarts Draft, VA 24477
5 Wayne Kerstetter Nephew 1/5 of 40% residue 0.00
240 Glade Street Apt A3
Hot Springs Village, AR 71909
6 Grady Leiter Nephew 1/7 of 50% residue 0.00
1412 W. Winter Road
Loganton,PA 17747
7 Larry M. Leiter Nephew 1/7 of 50% residue 0.00
15 South 4th Street Apt 15A
Newport, PA 17074
8 Sherry Leiter Niece 1/7 of 50% residue 0.00
4089 Fawn Drive Apt L
Harrisburg, PA 17112
9 Cynthia K. Neary Niece 1/7 of 50% residue 0.00
1004 Fieldstone Court
Lancaster, PA 17603
10 Linda R. Sheridan Niece 1/7 of 50% residue 0.00
17 N. Water Street
Spring Grove, PA 17362
11 Susan J. Weaver Niece 1/7 of 50% residue 0.00
1755 Sherwood Street
Clearwater, FL 33755
12 Judith A. Wittinghill --.. .._--~>--~_.~-_.,.~.
Niece 1/7 of 50% residue 0.00
9627 Puccini Trail Northwest
Albuquerque, NM 87114
Total
Schedu'le "A"
~.
~!'l
)". ,,~s:.;:i.,.... ,
1:.:' .".....'"
.. J
SCHEDULE J-HB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
Rev.1502 EX+ (6-98)
COMMONWEALTH OF PENNSYL '/ANIA
lNHERITANC:::"TAX RS1JRN
RESIDENT DECEDENT
ESTATE OF
Leiter, Paul R.
FILE NUMBER
21-04-00949
ITEM
NUMBER
OEseR/PileN
AMOUNT
1
Care Assurance Fund of the Gettysburg Lutheran Home
1075 Old Gettysburg Road
Gettysburg, PA 17325
1/3 of 10% resffidue
2
St. Luke Lutheran Church
330 White Hall Raod
Littlestown, PA 17340
1/3 of 10% residue
3
St Mark Evangelical Lutheran Church
4200 Londonberry Road
Harrisburg, PA 17109
1/3 of 10% residue
Subtotal
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-lIB (Rev. 6-98)
-
:l
.
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tanuny Shoemaker, Classified Sales Manager, of The Sentinet 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 was printed and published in the regular editions and issues of
THE SENTINEL on the following date(s)
November 24, December 01, 08, 2004
COPY OF NOTICE OF PUBLICATION
EXECUTRIX'S NOTICE
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 ~.e true. . II
~~ ru-~ rt~/
Letters of Testamentary on the Estate of PAUL R.
LEITER late of the Township of Lower Allen, Cumberland
County, Pennsylvania, deceased, have been granted to
the undersigned. All persons knowing themselves to be
Indebted to said Estate will make payment immediately,
and those having claims will present them for settlement.
Linda R. Sheridan
Executrix
17 N. Water SI.
Spring Grove, PA 17362
Matthew Guthrie, Esquire
Guthrie, Nonemaker, Yingst & Hart
.40 York SI.
Hanover, PA 17331
Sworn to and subscribed before me this
08th day of December, 2004
(',;u i.Jf,il(l
1) {, '"!--' "
I . ({ C~ ,L
Notary p~ ic
My commission expires:! f /a]
.:';OMMONWEAL TH OF PENNSYLVANIA
I . Notarial Seal
I ChnstJna L. Wolfe, Notary Public
I Carlisle Bora, Cumberland County
. My Commission Expires Sepl1, 2008
",'ertlt>er P'~n')5vl\lania Association Of Notaries
~
.
I'
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEAL TH OF PENNSYL VANIA
ss.
COUNTY OF CUMBERLAND
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 2, 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 regular editions and issues of the said Cumberland Law
Journal on the following dates,
VIZ:
DECEMBER 3,10,17,2004
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 the foregoing
statements as to time, place and character of publication are true.
Leiter, Paul R., dec'd.
Late of Lower Allen Township.
Executrix: Linda R. Sheridan, 17
N. Water Street, Spring Grove, PA
17362.
Attorneys: Matthew L. Guthrie,
Esquire, Guthrie, Nonemaker,
Yingst & Hart, 40 York Street,
Hanover, PA 17331, (717) 632-
5315.
TO AND SUBSCRIBED before me this
day of DECEMBER 2004
~;:-4m['/~~
L.::'S; BiJy~:'n 'i"", ",' I
"='.~':""'~'~=f_.~"","M7,;=""";'}">;"v,;;;;;o,.....;;~_.,.~:",..l._'-''''''''-"~';';1.';:';~'74i:>;'.
- . .. .. ,,-- --.-....-, .. --,.., -..; --'-' ....,.,....'.,....,- . "00>: ~
...
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ell
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I hereby certify that written notice of
the filing of this Statement of Proposed
Distribution, and of the date, time and
place when the same will be presented to
the Court for confirmation and of the last
day to file written objections to said Statement
of Proposed Distribution, has been given to
every unpaid claimant and to every other person
known to the accountant to have or claim an
interest in the estate as creditor, beneficiary,
heir or nex~ of kin. A copy of said Statement
was included ,:ith the notice. /J/JiJ.../ /J--
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAr~:'i'~~sJ{,
INHERITANCE TAX DIVISIDN"o.~ '.' "'0.
PO BOX 280601
HARRISBURG PA 17128-0601
""'1'"""-
,_I
." r, r 9
: -': 1..1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MATTHEW
GUTHRIE
40 YORK
HANOVER
-t GUTHRIE ESQ
ETAL
ST
PA 17331
ESTATE OF
LEITER
TAX RETURN WAS: (X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. ~ointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
8. Total Assets
(1J
(2J
(3J
(4J
(5J
(6J
(7J
(9J
(10J
NOTE:
) CHANGED
174,900.00
8.579.01
.00
.00
214.280.92
.00
63,094.46
(8J
56,265.39
935.87
(llJ
(12)
(13J
(14J
-
*
REV-1547 EX AFP (06-05)
PAUL
DATE 12-05-2005
R
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
460,854.39
57.?Ol ?~
403,653.13
33,325.86
370,327.27
pJ(
12-05-2005
LEITER
10-12-2004
21 04-0949
CUMBERLAND
101
APPEAL DATE: 02-03-2006
( See reverse side under Objections)
Amount Remitted [ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!-~~9~9_!~1~_~1~~____-_~___~~!~1~_~9~~~_~9~!~9~_~9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAUL R FILE NO. 21 04-0949 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~J
14. Net Value of Estate Subject to Tax
I~ an a....sm.nt was i"u.d pr.viou.ly. lin.. 14. 15 and/or 16. 17. 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15J
16. Amount of Line 14 taxable at Lineal/Class A rate (16J
17. Amount of Line 14 at Sibling rate (17J
18. Amount of Line 14 taxable at Collateral/Class B rate (18J
19. Principal Tax Due
TAX CREDITS.
.00
.00
.00
370,327.27
X 00 =
X 045 =
X 12 =
X 15 =
.00
.00
.00
55,549.09
55,549.09
.
. KEL:EIPT (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
01-07-2005 ,'. CD004812 2,526.32 48,000.00
10-06-2005 .. CD005876 59.18- 5,082.64
TOTAL TAX CREDIT 55,549.78
BALANCE OF TAX DUE .69CR
INTEREST AND PEN. .00
TOTAL DUE .69CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(19J=
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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,
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
Estate of:
File No.:
PAUL R. LEITER
21-04-0949
Late of:
Lower Allen Township, Cumberland County
PETITION FOR ADJUDICATION
The First and Final Account of Linda R. Sheridan, Executrix was filed in the Office of
the Register of Wills of Cumberland County on December 9,2005, and advertised for audit on
January 10, 2006.
The petition of Linda R. Sheridan respectfully represents:
1. Paul R. Leiter died on October 12, 2004, testate, unmarried, and a resident of Lower
Allen Township, Cumberland County, Pennsylvania.
2. A will dated September 10,1998 was duly admitted to probate in the Office of the
Register of Wills of Cumberland County on October 21,2004 and a copy of the same is hereto
attached.
3. Letters Testamentary were issued on October 21,2004.
4. An inventory and appraisement was filed on October 7, 2005, a copy of which is
hereto attached.
5. There was no surviving spouse.
6. The decedent did not marry after the execution of the will, and no children were born
to the decedent or lawfully adopted by him thereafter.
7. Notice of the granting of letters was advertised in the Cumberland Law Journal and in
The Sentinel, according to law.
8. The estate is subject to transfer inheritance tax, an appraisement for that purpose was
filed on October 7, 2005, and the following amounts have been paid on account of the tax:
On January 7, 2005, $48,000.00, being on an estimated account of$336,000.00
On October 7, 2005, $5,082.64, being on balance of account of$370,327.27
9. The present status of the family exemption is as follows: there is no family exemption.
t
"u'~
--.,
r!l
rv
R(
<I
.-
10. The attached Schedule "A" is a full and true statement of all parties in interest, their
relationship, and proportionate interests under the will or intestate laws.
11. Any unusual questions requiring adjudication which counsel may deem helpful to the
Court are as follows: none
12. A statement of material facts not already given is as follows: none
13. Notice of the filing of the account has been given as required by Rules 6.3 and 5.5 of
the Supreme Court O. Ct. Rules; a copy of the account has been filed as required by Rules 6.7
and 6.8 of said Rules; notice has been given as required by Section 3330 of the P-F-F Code; and
a certificate has been attached to the account compliance with Cumberland County O. Ct. Rule
6.3-1.
14. Attached to the account are proofs of advertisement of the grant of letters and
attached to this petition is a copy of the will and any codicils thereto, and of the inventory and
appraisement.
The Petitioner therefore respectfully requests that distribution of the balance shown by the
aforesaid account may be made among the parties above mentioned according to their respective
interests.
/' I ~)
{~C;L~ /"1 'j
Linda R. Sheridan, Executrix
146H- ~ t4
Attorney: Matthew L. Guthrie
York County:
The above petitioner, being duly sworn, deposes and says that the statements in the
foregoing Petition and Schedules hereto attached are true to the best of her knowledge and belief.
Sworn and subscribed this b-Ki day of~QOA..~ Q')t1A ~
N~lO \L~~
,2005
COMMONWEALTH OF PENNSYLVANIA
IIOTARIAL SEAl
ST~ IL ITONESIIER, NatIry Public
ITlfil U-W -. .. c..a,
_ ClaU-IlIJlIII. .... ,. 4, 2008
2
IN THE MATTER OF THE ESTATE OF PAUL R. LEITER
LATE OF LOWER ALLEN TOWNSHIP, COUNTY OF CUMBERLAND
COMMONWEAL TH OF PENNSYL VANIA, DECEASED
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NOTICE OF FILING FIRST AND FINAL ACCOUNT
AND SCHEDULE OF DISTRIBUTION
TO: The Parties in Interest:
Notice is hereby given that on this 9th day of December 2005 the undersigned filed in the Clerk of
Orphans' Court Division of Cumberland County, Pennsylvania, its First and Final Account and
Schedule of Distribution as Executrix of the Estate of Paul R. Leiter, late of Lower Allen Township,
Cumberland County, Pennsylvania.
You are hereby further notified that said account will be presented for audit and confirmation to the
Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division, on the 10th
day of January, 2006 at 9:00 AM at the Cumberland County Courthouse located at One Courthouse
Square, Carlisle, P A 17013.
Any person who objects to transactions shown in the account must either file written objections with
the Clerk of Orphans' Court on any date prior to the session of the Court when the account is listed
for audit or appear in person or by counsel to present objections at the audit session of the Court or
the Court may otherwise assume that no objections exist or that any objections have been waived.
~~cL."i_x1Jzu,-<-dCL0'......)
Linda R. Sheridan, Executrix
4
..
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Paul R. Leiter
No.
21-04-00949
also known as
, Deceased
Date of Death 10/12/2004
Social Security No. 209-12-7921
Linda R. Sheridan
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of
Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as
of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of
Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements
made in this Inventory are true and correct I/We understand that false statements herein are made subject to the
penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities.
Matthew L. Guthrie, Esquire
Personal Recres~ntative. jJ i /2-.. . . I. "\
Signature: ,~~ /'.. '-Q tJ/ud~
Linda R. Sheridan
Attorney:
1.0. No.:
44266
Signature:
Firm: Guthrie. Nonemaker. Yingst & Hart
Signature:
Address: 40 York Street
Hanover, PA 17331
Telephone: 717 -632-5315
Address: 17 N. Water Street
Spring Grove, PA 17362
Telephone: 717-225-1356
Dated:
lO-b-1J5
Personal Property
Cas h ............................................................................. .......................
Pe rs 0 na I Pro pe rty .............................................................................
Stoc ks/Liste d...................... ...............................................................
S toe ks/ Close Iy He J d.... .....................................................................
Bo n d s.......................................................................... .......................
Partnerships and Sole Proprietorships ........................................
Mortgages and Notes Receivable..................................................
All Other Pro pe rty ...................................... ... ............................ ........
206,980.92
7,300.00
8,579:9l
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T ota I Perso nal Pro perty .............. .............................
222,859.93
:72
Total Real Property...................................................
"--,
'7':0
174,900.00
CTl
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Total Personal and Real Property........................... 1:::)':::,,~~?-~i~~H~~1
Total Out-of-State Real Property............................
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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Paul R. leiter
also known as
, Deceased
No.
Date of Death
Social Security No.
10/12/2004
209-12-7921
Cash
303 Glendale Drive, Shiremanstown, PA 17011 - prorated taxes at settlement
1.884.81
19.585.63
28.577 .82
1.999.24
2.789.73
69.92
121.00
4.264.94
273.60
950.00
1.430.88
40.00
93.275.62
5.04
14.453.99
0.11
Banker Life & Casualty Co Annuity Contract #7686194 - POD to estate
GE Life and Annuity Contract #0506712697 - POD to estate
Halliburton and Alco Settlement Proceeds Checks - asbestos litigation
Internal Revenue Service - 2004 income tax refund
Libertv Mutual Insurance - refund
Miscellaneous deposit
Mutual Beneficial Association Annuity Certificate #93976 - POD to estate
Myers Funeral Home, Inc. - refund
Social Security Railroad Retirement - check on hand
United American Insurance - premium refund
Verizon - refund
Waypoint Bank CD# 0100795939
Accrued interest on above item through date of death
Waypoint Bank CD# 2300004624
Accrued interest on above item through date of death
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
397.759.93
.
Estate of
also known as
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Paul R. Leiter
, Deceased
No.
Date of Death 10/12/2004
Social Security No. 209-12-7921
Waypoint Bank IRA Account# 0525509421 - POD to estate
Waypoint Bank IRA CD# 0125502635 - POD to estate
Accrued interest on above item through date of death
Waypoint Bank Savings Account# 2360001901
Accrued interest on above item through date of death
Total Cash
Personal Property
2001 Buick Regal - sale price
Bond
Real Estate
Household Goods & Personal Effects - appraised value
Total Personal Property
U.S. Savings Bond Series HH
U.S. Savings Bonds Series E
Accrued interest on above item through date of death
Total Bond
303 Glendale Drive, Shiremanstown, PA 17011 - sale price
Total Real Estate
2
123.42
9.205.43
3.45
27.925.99
0.30
206.980.92
5.300.00
2.000.00
7,300.00
6.000.00
375.00
2.204.01
8.579.01
174,900.00
174.900.00
ESTATE OF:
Paul R. Leiter 209-12-7921 10/12/2004
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Jean Brungart Niece 1/5 of 40% residue 0.00
1952 E. Winter Road
Loganton,PA 17747
2 Lowell Hofe Nephew 1/5 of 40% residue 0.00
505 South Boulevard
Salisbury, MD 21801
3 Gerald Kerstetter Nephew 1/5 of 40% residue 0.00
4001 Ashburn Way
Mechanicsburg, PA 17055
4 Kenneth Kerstetter Nephew 1/5 of 40% residue 0.00
223 Cambridge Drive
Stuarts Draft, VA 24477
5 Wayne Kerstetter Nephew 1/5 of 40% residue 0.00
240 Glade Street Apt A3
Hot Springs Village, AR 71909
6 Grady Leiter Nephew 1/7 of 50% residue 0.00
1412 W. Winter Road
Loganton,PA 17747
7 Larry M. Leiter Nephew 1/7 of 50% residue 0.00
15 South 4th Street Apt 15A
Newport, PA 17074
8 Sherry Leiter Niece 1/7 of 50% residue 0.00
4089 Fawn Drive Apt L
Harrisburg, PA 17112
9 Cynthia K. Neary Niece 1/7 of 50% residue 0.00
1004 Fieldstone Court
Lancaster, PA 17603
10 Linda R. Sheridan Niece 1/7 of 50% residue 0.00
17 N. Water Street
Spring Grove, PA 17362
11 Susan J. Weaver Niece 1/7 of 50% residue 0.00
1755 Sherwood Street
Clearwater, FL 33755
12 Judith A. Wittinghill Niece 1/7 of 50% residue 0.00
9627 Puccini Trail Northwest
Albuquerque, NM 87114
Total
Schedule "A"
, ReY";ll2 EX+ (6-981
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SCHEDULE J-IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEAL TH OF ;:7!:;'JNSYl '/ANIA
INHERITANCE 7A.X. RSlJRN
RESlOENT CECEOENT
ESTATE OF
leiter, Paul R.
FilE NUMBER
21-04-00949
ITEM
NUMBER
OESCRIPTiCN
Care Assurance Fund of the Gettysburg Lutheran Home
1075 Old Gettysburg Road
Gettysburg, PA 17325
AMOUNT
1/3 of 10% residue
2
S1. Luke Lutheran Church
330 White Hall Raod
Littlestown, PA 17340
1/3 of 10% residue
3
St Mark Evangelical Lutheran Church
4200 londonberry Road
Harrisburg, PA 17109
1/3 of 10% residue
Subtotal
Copyright (c) 2002 form soft\.vare only The Lackner Group, Inc.
Form PA-1500 Schedule J-I/B (Rev. 6-98)
'Y
DECREE
;"c~ 1 J iUUb
:l}j/
AND NOW, TO WIT, this ~ day of
1'c!h.
, 2006, it is hereby
ordered, adjudged and decreed that the First and Final Account of Linda R. Sheridan, Executrix
of the Last Will and Testament of Paul R. Leiter, deceased, late of Lower Allen Township,
Cumberland County, Pennsylvania, is confirmed; and, it is further ordered, adjudged and decreed
that said Accountant pay the distribution as set forth in the First and Final Account.
AND IT IS FURTHER ORDERED that said Accountant make, execute and deliver all
assignments, transfers and other instruments in writing necessary to effect a legal transfer of
assets awarded in kind.
This Decree is entered nisi and, in absence of Exceptions filed thereto within twenty (20)
days from the date hereof, the same shall become final, as of course.
Qt.
111 Re: estate of \( ~"'\ ~. l ~,\~Y
Estate No.: ~ '\ '~\.i., - "=\ '\ '\
I
ORF'l-iANS~ COURT DI\/ISIOi~
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYL VANIA
NO.
CERTIFICATE OF SERVICE OF ORDER
ORDER DATED:
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JUDGE'S INITIALS:
TIME STAMP DATE:
INRE:
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SERVICE TO:
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METHOD OF MAILING: ----s USPS
DRRR
D Hand delivered
D Other: _
DA TE OF MAILING: ~ 1..~ -~ \:,
SERVICE TO:
METHOD OF MAILING:
D USPS
DRRR
D Hand delivered
D Other: __
DA TE OF MAILING:
ENENVELOPE(S) BY: D Petitioner
D Judge
~ Clerk of Orphans' Court
ENVELOPE(S) BY:D Petitioner
D Judge
D Clerk of Orphans' Court
~.\(~
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Deputy Clerk of Orphans' Court
Clerk of the Orphans' Court
REGISTER OF WILLS
Cumberland County, Pennsylvania
Supreme Court Orphans' Court Rule 6.12
Status Report by Personal Representative
Name of Decedent:
Paul R. Leiter
Date of Death:
10/12/2004
Will Number:
21-04-00949
dministration Number:
21-04-00949
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 X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete.
a. Did the personal representative file a final account with the Court?
Yes X No
,
-......
3. If the answer to No.1 is Yes, state the following:
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
CI"i
c. Did the personal representative state an account informally to the parties in interest:
Yes No X
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of Orphans' Court and may be attached to this report.
Date:
yj)/tX
i/l /..../ .'
~ I 1'A1
Signature
Name:
Address:
Matthew L. Guthrie, Esquire
40 York Street
Telephone:
Hanover, PA 17331
717 -632-5315
Capacity:
Personal Representative
X Counsel for Personal Representative
@