HomeMy WebLinkAbout04-1021
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Albert Thorton Lomman
Date of Death: July 31, 2004
Estate Number: 21-04-1021
To the Register:
I certifY that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
November 30, 2004:
Name Address
Paulyn E. Lomman 4008 Gettysburg Road, Camp Hill P A 170 II
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A.
D". Dorem"""O, 2004 Q."'-(I)./d II i I~
gnature
Name: Jan M. Wiley, Esquire
Address: 130 W. Church St., Suite 100
Dillsburg, P A 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
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Cumberland
Register of Wills of ~A< County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Albert T. Lomman No. J / - () <I - / (J ;). J
also known as Albert Thorton Lomman
, Deceased Social Security No. 205-09-2247
Petitioner(s) who is/are 18 years of a8e or older, apply(ies) for:
(COMPLETE "A" OR "B" BEL W:)
&J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execute_named in the last Will of the
decedent, dated 1 0/9/1 998 and codicil(s) dated _
( State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
I
0 B. Grant of Letters of Administration
(d.b.n.c.l.a.; pendente lite; durante absentia; durante mlnontate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I Name Relationship -.... -.,..... Residence I
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(COMPLETE IN ALL CASES:) Attach additional sheets if necessary I '
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Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family
or principal residence at 4008 Gettysburg Rd.. Camp Hill. Lower Allen Township
(list street, number, and municipality)
Decedent, then 87 years of age, died Jul v 31 ,20 -.Q.L . at Select Specialty Hospital
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $10,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of Real Estate in Pennsylvania $
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant
of letters in the appropriate form to the undersigned:
Signature Typed or printed name and residence
Bernard A. Lomman
./ 10 Captains Cove, Inglis, FL 34449
snacelVllillsPetGrantLt/200 1
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Ymk
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief or Petitioner(s) and that, as personal representative(s) of the
Decedent, Petition(s) will well an.d truly a~~~~terJtate a~~_
Swom to or affirrn~d subscnbed ,/~, /
bef re me kS day of BERNARD A. LOMMAN
~ 20
No.
Estate of Albert T. Lomman, AKA. Albert Thorton Lomm~n Deceased
Social Security No.: 205 _ 09 - 2247 Date of Death: July 31, 2004
AND NOW, ,20 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters}Ql Testamentary 0 Of Administration
are hereby granted to Bernard A. Lomman d.b.n.c.l.a.; pendente lite; durante absentia; durante minoritate
in the above estate and that the instrument(s) dated 10/9/1998
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES );LJ~ L ~Ui- ~
Letters . . . . . . . . . . . . $
Short Certificate(s) . . .$ - ..."/<__'. Reg::Jf Wills ~ C. .
. , C:.-.... ~
Renunciation. . 0 . . . . $ Atto&)Jan M. Wiley, Esqui e
Affidavits ( )....... $ I.Do No: 06298
Extra Pages ( ).....$ Address: 130 w. Church st.
Codicil. . . . . . . . . . . . $ Dillsburg, PA 17019
JCP Fee. . . . . 0 . . . . .$ Telephone: 717-432-9666
Inventory. . . . . . . . . . .$
Automation Fee 0 . . . . $
Other. . . . . . . 0 . . . . . .$
TOTAL. . . .. . .. $
snacelWiJlsPetGrantLt/2001
,--..~ --.--.. .. .'-"
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-'lis is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
L'lCal 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.
Fcc for this certificate. S2.00
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P 10545476 (( ""-!fwd- ('/ ~oo.y
No.
Date
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~11Q5 14j Re\l 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
l'rPEIf'RINT CERTIFICATE OF DEATH
IN sex
PERMANENT .f(\ t\ L f.
Hl.ACtl. INK
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PART II: Other significant conditions conlrlbullr'lg 10 death, bul
not resulting in !he unclertYlng cause giolen In PART I
.. rrJ JJ,,- ("V,'
OF),
Sequentially Jjsl condition. F (
If any leading to immediate ..... ,. "" (\.
: cause Enler UNDERLYING ""'{
CAUSE (~se&le or Irlury gu. TO (Of! AaA CONSEQUENCE OFI:
. lhut +rnllllled 8\18nt.
l&lilJlllng on death l LAIT ..
WAS AN AuTOPSY V\ERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT V\ORK? DESCRIBE HOW INJURY OCCURRE:O
PERFORMED? AVAILABLE PRIOR TO ~ (t.401llh.Day,VI<<j
COMPLETION OF CAUSE Natural Homicide 0
OF DEA TH1 0 0
Acd<lent Pending Investigation
Yea 0 NO'f[J YNO NOO Sulddct 0 Could not be determIned o :~~CE OF INJURV - At home, :.:;, Itreet. r.ctory, or:'ce
bullding,elc. (Speclfy)
2... 21b. 21. 30..
,- CERTIFIER (Check only one)
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~ 'PRONOUNCING AND CERTIFYING PHYSICIAN (PhyiNaan both pronouncing death and certifying 10 cause of death)
0 To the b..t ofmy knOwledge. death OCcurred at the time, dete, and place, and due to the causeSfS) and manner aa atated. ... ....... . ........ J
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LAST WILL AND TESTAMENT
OF
ALBERT T. LOMMAN I
I, ALBERT T. LOMMAN, of Lower Allen Township, Cumberland County, Pennsylvania, declare
this to be my will and hereby revoke all prior wills and codicils and writings in the nature thereof,
heretofore made by me.
GIFTS
I. Personal and Household Effects: I give all my articles of personal or household use,
including automobiles, together with all insurance relating thereto, to my wife, PAUL YN E.
LOMMAN, if she survives me by thirty days. If she does not so survive me, I give all such property
and insurance to my children, LORRAINE A. LOMMAN, BERNARD A. LOMMAN, AND DIANE . .. .
S. LOMMAN, in equal shares, per stirpes.
My executor may make whatever arrangements my executor deems appropriate for storing and
delivering articles of personal or household use to the beneficiaries, and may pay the cost thereof and
any related expenses including insurance from my residuary estate. ------
II. Residuary estate: I give the residue of my estate, real and personal:
r A. ~ my wife, PAUL YN E. LOMMAN, if she survives me by thirty days; or, if she
d es not so survive me,
B. To my children, LORRAINE A. LOMMAN, BERNARD A. LOMMAN, AND
DIANE S. LOMMAN, in equal shares, per stirpes.
III. Powers of Appointment: No provision of this will shall exercise any power of appointment
I may have.
ADMINISTRATIVE PROVISIONS
IV. Minor Beneficiaries: Any property passing under this will to a person under twenty-one
years of age shall be paid to a custodian for the minor selected and appointed by my executor under
the Pennsylvania Uniform Gifts to Minors Act.
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V. Protective Provision: No beneficiary may sell, give or otherwise transfer his or her interest
in income or principal hereunder. No person having a claim against a beneficiary may reach
any such interest before actual payment to the beneficiary.
VI. Management Provisions: I authorize my executor:
A. To retain and to invest in all forms of real and personal property, without being
confined to investments authorized by a statutory list, without being required to
diversify and regardless of any principle of law limiting delegation of investment
responsibility by executors or trustees;
B. To compromise claims and to abandon any property which, in my executor's opinion,
is of little or no value;
C. To sell at public or private sale, to exchange or to lease for any period of time, any
real or personal property, and to give options for sales or leases;
D. To borrow from anyone, even ifthe lender is an executor hereunder, and to pledge
property as security for repayment of the funds borrowed;
E. To join in any merger, reorganization, voting-trust plan or other concerted action of
security holders, and to delegate discretionary duties with respect thereto;
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(, / F. To employ and to rely upon advice given by investment counsel, to delegate
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discretionary authority to make changes in investments to investment counsel, and to
pay investment counsel reasonable compensation in addition to any fees otherwise
payable to my executor;
G. To employ a custodian, to hold property unregistered or in the name of a nominee
(including the nominee of any institution employed as custodian), and to pay
reasonable compensation to the custodian in addition to any fees otherwise payable
to my executor;
H. To procure and carry at the expense of my estate insurance of kinds, forms and
amounts deemed advisable by my executor to protect my estate and my executor
against any hazard;
I. To commence or defend at the expense of my estate any litigation affecting my estate
deemed advisable by my executor;
1. To conduct alone or with others any business in which I am engaged or in which I
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have an interest at my death, with all the posers of any owner with respect thereto,
including the power to delegate discretionary duties to others, to invest other property
held thereunder in such business and to organize a partnership or corporation to carry
on such business; and
K. To distribute in cash or in kind.
These authorities shall be in addition to those granted by law and shall be exercisable without court
authorization.
VIII. Executor: I appoint my son, BERNARD A. LOMMAN, executor ofthis will, but ifhe for
any reason fails to qualify or ceases to act, I appoint my daughter, LORRAINE A. LOMMAN,
executor in his place. No executor shall be required to give bond.
IN WITNESS WHEREOF I have sighed this will, consisting of 4 pages, the following page
included, and for the purpose of identification have placed my initials at the margin of each
proceeding page.
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E t d u.:.. f.. ';:'~'I c't 1998
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ALBERT T. LOMMAN
In our presence the above-named testator signed this and declared it to be his will, and now at his
request, in his presence, and in the presence of each other, we sign as witnesses:
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Witness ' Address , ,
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
I, ALBERT T. LOMMAN, the testator, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and acknowledged before me by ALBERT T. LOMMAN, the
testator, this tfl;ti day of Ock I:J.eAJ , 1998.
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,~(~:t-;}~i.../ / . .'\ L '" (.1- /], -z -z ( c-"-", "'-
ALBERT T. LOMMAN
q~~c
,:YYonne M. Hursh
//~ember of the Bar of the
l~upreme Court of Pennsylvania
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
W r ~! '.L J. F'" - d p. t. j; , , the witnesses whose names are signed
e, I ,';: y. '- <t;:' 1- ,LL. tan ,I. ')"1) 'c' _, ,,' r:': to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were
present and saw the testator sign and execute the instrument as his Last Will; that the testator signed willingly
and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness
in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the
testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence.
'bR. ' d Sworn to or affirmed and subscribed to before me by 10 ve f. U ewe I&r and
fUllS~. l~'witnesses, this q tit day of C;tJobef . 1998.
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Witness
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Yio e M. Hursh
ber of the Bar of the
Supreme Court of Pennsylvania
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COMMONWEALTH OF PENNSYLVANIA
JJa~~ SS:
COUNTY OF
On this, the _.J)AI~ day of a~b:2!-r.J , 1998, before me, a Notary Public, the
undersigned officer, personally appeared Yvonne M. Hursh, known to me or satisfactorily proven to be a
member of the bar of the highest court of Pennsylvania, and certified that she was personally present when the
foregoing acknowledgement and affidavit were signed by the testator and witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notarial Seal
Arlene A. Carricato. Notary Public
Harrisburg, Dauphin County tZ~~ t1.~~
My Commission Expires July 24, 2000
(SEAL) Melllher Pennsylvani~'~on of Notari"$
Notary Public
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: tJiYlWlIJ.J1 11-/ bllJ-f 'T
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Date of Death: (j "7 / ;),/ /;;. 00 L./
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Will No. ;)./-0'-1 -0 It) .~ I Admin. No.
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 .....-- No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No ........--
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes .....- No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: It /:J-Cf/ IJS <;1 ~ ",tel ('J tdr
I ature /
-Mn M .IA); I~ {;s~.
Name (Please type 0 6rint)
12,(l tAl . (111 ILr r:h st-. 'A',\hblu-~ fA
Address 1/01 g
LlI7) 'f3:J4I.1(d/
Tel. No.
Capacity: - Personal Representative
V' Counsel for personal cd
representative
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REV-1500 EX + (6-00) I OFFICIAL USE ONL Y
* COMMONWEALTH OF REV-1500
PENNSYLVANIA ------
FILE NUMBER
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN 21 04 01021
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT . COU~ODE. y~_, f'!UMBER
~--_.~-_._-----" --~~---- ---------+---------.--
[DECE[)ENT;S NAi"E (LAST, FIRST. AND MIDDLE INITIAL) ----,,-' '--TSOCIAL SECURITY NUMBER
I Lomman, Albert T. I 205-09-2247
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W D~T;~; ~E:;H~~M:b-YEAR) -- .'r~E7O~;I;~H~~M~D=-YEAR)-~' THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
a _I ~oc""l}~:~~.~~OF- Wlll~
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a (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
Lomman, Paulyn E.
-_.,---~~~-- ----..--- o 3. Remainder Retum (date of death prior to 12-13-82)
'11. Original Return 2. Supplemental Return
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I- 4a. Future Interest Compromise (date of death after o 5. Federal Estate Tax Return Required
,,~Ul 4, Limited Estate
oQ:" 12-12-82)
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",00 I xJ 6. Decedent Died Testate (Attach 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
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lLlD copy of Trust)
lL - copy of Will)
< 9. Litigation Proceeds Received 10 Sf.ousal pove~ Credit (date of death between
. 1 -31-91 and 1-1- 5)
I- NAME COMPLETE MAILING ADDRESS
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0 FIRM NAME (If applicable)
lL 130 W. Church St
Ul The Wiley Group
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Q: ---------.--- Dillsburg, PA 17019
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0 TELEPHONE NUMBER
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717-432-9666
------------- - --..-.---- --,,--------
1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
---'-"--
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
~_._----.
4. Mortgages & Notes Receivable (Schedule D) (4) None
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5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 11,000.00
(Schedule E) -------.-- .__. ..._u__..._____.__
z 6. Jointly Owned Property (Schedule F) (6) None
0
~ Separate Billing Requested ~.__._.._---~--~-~-
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
:;:) (Schedule G or L) 0 Separate Billing Requested
~
ii: 8. Total Gross Assets (total Lines 1-7) (8) 11,000.00
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0 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 11,101.64
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10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11 ) 11,101.64
12. Net Value of Estate (Line 8 minus Line 11) (12) insolvent
_____________n______ _
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has (13) 0.00
not been made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13) (14) 0.00
----.._----~-----_._----~- .--...-.,.- ....---..--
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
or transfers under Sec. 9116(a)(1.2) -
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0 (16)
~ 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 0.00
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ll.. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00
~
0
0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) 0.00
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~ 19. Tax Due
(19) 0.00
20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00:
.
.
Decedent's Complete Address:
STREET ADDRESS
4008 Gettysburg Road
CITY Camp Hill STATE PA ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 0.00
---------...-
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 0.00
~------~~ (2) 0.00
Total Credits (A + B + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) -- -------------- -- ------ -----
Check box on Page 1 Line 20 to request a refund 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA) -----.--
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
"114 if nr I ~l~mirll ~--~I 11 ,ji!.-""'.~m
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. [] ~~
b. retain the right to designate who shall use the property transferred or its income;.................................... D . --r-
c. retain a reversionary interest; or.. .......... ............... .................. .............................................. ....................... n .~
d. receive the promise for life of either payments, benefits or care?.............................................................. [1
_J ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?....................................... ............................................................................... I ..........
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ I ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................. ................... ............ ..... ... ...... ............................................ .,.;,/'
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and
C()rn!'let..Qe(:I~-"lio"-of preparer,~he.r.tt'.an the per~nal representative is based,~.~ all infonnation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Be;z A. Lom an 2124 Lake Ariana Blvd.
~~ 'RE~ N Esp6NimlLE FOR FILING RETURN --- --- -A.DDRESS Auburndale, FL 33823 ft/~'1fP~
____n....______.._.__
D tE
. IGNTURE OF~PARER6~TH~'JTATlVE--- - ADDRESS I/la1j~6
J M.Wiley 130 W. Church St
DiIIsburg, PA 17019
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net valuE D 50.00 ling spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving sl U~ nents for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the ~d LtG fO
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 APi) 10.00 Ir the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. 99116
The tax rate imposed on the net value of transfers to or for the Ulle of the decedent's Jted in 72 P.S.
99116 1.2) [72 P.S. 99116 (a) (1)]. J. ~L~l
The tax rate imposed on the net value of transfers to or for the use of the decedent's sib., . A sibling is
defined under Section 9102, as an individual who has at least one parent in common with .,,~ Y~~Y~"" n"WM ~1 ~'VUy v, adoption.
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LAST WILL AND TESTAMENT
OF
ALBERT T. LOMMAN
I, ALBERT T. LOMMAN, of Lower Allen Township, Cumberland County, Pennsylvania, declare
this to be my will and hereby revoke all prior wills and codicils and writings in the nature thereof,
heretofore made by me.
GIFTS
1. Personal and Household Effects: I give all my articles of personal or household use, ,-
including automobiles, together with all insurance relating thereto, to my wife, PAUL YN E.
LOM:MAN, if she survives me by thirty days. If she does not so survive me, I give all such property
and insurance to my children, LORRAINE A. LOMMAN, BERNARD A. LOMMAN, AND DIANE . ..
S. LOMMAN, in equal shares, per stirpes.
My executor may make whatever arrangements my executor deems appropriate for storing and
delivering articles of personal or household use to the beneficiaries, and may pay the cost thereof and
any related expenses including insurance from my residuary estate. ----
II. Residuary estate: I give the residue of my estate, real and personal:
(. '---;/ A. ~ my wife, PAUL YN E. LOMMAN, if she survives me hy thirty days; or, if she
,,{
d es not so survive me,
B. To my children, LORRAINE A. LOMMAN, BERNARD A. LOMMAN, AND
DIANE S. LOM:MAN, in equal shares, per stirpes.
III. Powers of Appointment: No provision of this will shall exercise any power of appointment
I may have.
ADMINISTRATIVE PROVISIONS
IV. Minor Beneficiaries: Any property passing under this will to a person under twenty-one
years of age shall be paid to a custodian for the minor selected and appointed by my executor under
the Pennsylvania Uniform Gifts to Minors Act.
.
l' ~
V. Protective Provision: No beneficiary may sell, give or otherwise transfer his or her interest
in income or principal hereunder. No person having a claim against a beneficiary may reach
any such interest before actual payment to the beneficiary.
VI. Management Provisions: I authorize my executor:
A. To retain and to invest in all forms of real and personal property, without being
confined to investments authorized by a statutory list, without being required to
diversify and regardless of any principle of law limiting delegation of investment
responsibility by executors or trustees;
B. To compromise claims and to abandon any property which, in my executor's opinion,
is of little or no value;
C. To sell at public or private sale, to exchange or to lease for any period of time, any
real or personal property, and to give options for sales or leases;
D. To borrow from anyone, even if the lender is an executor hereunder, and to pledge
property as security for repayment of the funds borrowed;
E. To join in any merger, reorganization, voting-trust plan or other concerted action of
security holders, and to delegate discretionary duties with respect thereto;
~ -.- y:- To employ and to rely upon advice given by investment counsel, to delegate
,t- . F
.~\ . discretionary authority to make changes in investments to investment counsel, and to
pay investment counsel reasonable compensation in addition to any fees otherwise
payable to my executor;
G. To employ a custodian, to hold property unregistered or in the name of a nominee
(including the nominee of any institution employed as custodian), and to pay
reasonable compensation to the custodian in addition to any fees otherwise payable
to my executor;
H. To procure and carry at the expense of my estate insurance of kinds, forms and
amounts deemed advisable by my executor to protect my estate and my executor
against any hazard;
I. To commence or defend at the expense of my estate any litigation affecting my estate
deemed advisable by my executor;
J. To conduct alone or with others any business in which I am engaged or in which I
2
.
,- .
have an interest at my death, with all the posers of any owner with respect thereto,
including the power to delegate discretionary duties to others, to invest other property
held thereunder in such business and to organize a partnership or corporation to carry
on such business; and
K. To distribute in cash or in kind.
These authorities shall be in addition to those granted by law and shall be exercisable without court
authorization.
VIII. Executor: I appoint my son, BERNARD A. LOMMAN, executor of this will, but if he for
any reason fails to qualify or ceases to act, I appoint my daughter, LORRAINE A. LOMMAN,
executor in his place. No executor shall be required to give bond.
IN WITNESS WHEREOF I have sighed this will, consisting of 4 pages, the following page
included, and for the purpose of identification have placed my initials at the margin of each
proceeding page.
Executed Oc- TV.) /Y1~ c7 ,1998.
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ALBERT T. LOMMAN
In our presence the above-named testator signed this and declared it to be his will, and now at his
request, in his presence, and in the presence of each other, we sign as witnesses:
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Wit~~ss (; " if Address
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Witness ,. , Address ( ;
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
I, ALBERT T. LOMMAN, the testator, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and acknowledged before me by ALBERT T. LOMMAN, the
testator, this tfr:u day of Oc.k &AJ , 1998.
~'
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L ":!J:i:--{J. .I" /~~L.>.-~'V7,.--z---Z( c->--z -\....
ALBERT T. LOMMAN
qJ~~L
Bonne M. Hursh '
I ~ember of the Bar of the
Uupreme Court of Pennsylvania
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AlITliOAlZEO REPRESENTAlNE DATE
; BY
AlITHOAIZEO REPRESENTATIVE
ALBERT T LOHMAN
IfOD8 GETTYSBURG RO
CAMP HILL PA 170],],
ALLEN 0 BIEHLER
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Rev-1502 EX+ (6-98)
. SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lomman, Albert T. 21-04-01021
ITEM
NUMBER DESCRIPTION AMOUNT
1 Neill Funeral Home: 7.716.64
Subtotal 7.716.64
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
, I
.
NEILL
Funeral Home Inc.
August 16, 2004
Ref No.: 1002606/ C04-061
Mr. Bernard Lomman
10 Captain's Cove
Inglis, FL 34449
Services For: Albert Thorton Lomman
Complete Traditional Service . . . . . . . . . . . . . . . . . . . . . . . .. $ 3A95.00
U23 6331DH ONYX CASKET. . . . . . . . . . . . . . . . . . . . . . . . 3,595.00
Reflections - Box set .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145.00
Death Certificates 15 @ $2.00 . . . . . . . . . . . . . . . . . . . . . . . 30.00
Honorarium! Clergy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300.00
Patriot News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151.64
Total Funeral Charges $ $7,716.64
Adjustments (Payments) $ (7,716.64 )
Balance Due on Account $ $0.00
340] Market Street 3501 Derry Street
Camp Hill, PA, 1701]-4428 Harrisburg, PA, 17111-1817
tel 717 737,8726 tel 717 564,2633
fax 717 737-1859 Member of
fax 717 561-99]8 ALDERWOODS
Robert J. Pramik, Supervisor Stephen J. Wilsback, Supervisor GROUP
.
REV-1151 EX+ (12-99) *' SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lomman, Albert T. 21-04-01021
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 7,716.64
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees The Wiley Group 500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 77.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 2,808.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 11,101.64
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
-
Rev-1502 EX+ (6-98)
*' SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
COMMONWEAlTH OF PENNSYLVANIA continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lomman, Albert T. 21-04-01021
ITEM
NUMBER DESCRIPTION AMOUNT
1 Wiley, Lenox, Colgan, & Marzzacco, P.C. (legal fees from 8/2/04 -12/1/04): 2.808.00
Subtotal 2.808.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H.B7 (Rev. 6-98)
r
THE WILEY GROUP ,,_..'" " Invoice
~y..;r.
130 WEST CHURCH STREET
DILLSBURG PA 17019 Date Invoice #
12/1/2004 323
Bill To
Lomrnan Estate
Terms
"
Date Description Attorney Time Rate Amount
,
11/9/2004 FiliI1g F~e Wiley 1 77. 00 77.00
812/2004 08/2/04-8/19/P4: numerous calls to Bernie Lomrnan to Lorraine Lomrnan. Wiley 2.7 195.00 526.50
8/30/2004 08/27/04-08/30/04: Conversations with parties involved. Wiley 3 195.00 585.00
10/4/2004 8/31/04-10/4/04:t~lephone calls; correspondence, etc., in re: estate: Wiley 4.2 195.00 819.00
10/5/2004 Conversation with Bernie, in re:estate; Dictation of Petition for Letters Wiley 0.9 195,00 175.50
Testamentary:
11/9/2004 Preparation of doculIlents for probate and proofing same. Wiley 1.2 195.00 234.00
11/9/2004 Probate in Cumqerland County Courthouse, and advice to clients. Wiley 2.2 '; 195.00 429.00
12/1/2004 Conversation with Bernie, in re: estate: Wiley 0.2 195.00 39.00
Thank you for your business.
Total $2,885.00
~
REV-1513 EX+ (9-00) .
SCHEDULE ~
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lomman, Albert T. 21-04-01021
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trusteelsl
I. TAXABLE DISTRIBUTIONS [include outright srrousal
aistributions, and ransfers
under Sec. 9116(a)(1.2)]
Paulyn E. Lomman Spouse one hundred
4008 Gettysburg Road percent
Camp Hill, PA 17011
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
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09-26-2005
LOMMAN
07-31-2004
21 04-1021
CUMBERLAND
101
APPEAL DATE: 11-25-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFP-ioj:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALBERT T FILE NO. 21 04-1021 ACN 101
BUREAU OF INDIVIDUALT~KES':
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
"-;,~.,,._. r
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I: 'iJ
JAN M WIL'EY
THE WILEY GROUP
130 W CHURCH ST
DILLSBURG
PA 17019
ESTATE OF
LOMMAN
REV-1547 EX AFP (06-05)
ALBERT
T
TAX RETURN WAS: I X) ACCEPTED AS FILED
CHANGED
DATE 09-26-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest ISchedule C)
4. Mortgages/Notes Receivable ISchedule D)
5. Cash/Bank Deposits/Misc. Personal Property ISchedule E)
6. Jointly Owned Property ISchedule F)
7. Transfers [Schedule G)
8. Total Assets
11)
(2)
(3)
(4)
(5)
(6)
17>
.00
.00
.00
.00
11.000.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Velue of Estate Subject to Tax
(9)
110)
11.101.64
.00
Ill)
112)
113)
114)
NOTE:
If an assessment was issued previoUSly, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at
17. Amount of Lina 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
11,000.00
11 .101 64
101. 64-
.00
101. 64-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
. ~..._.. RECEIPT '+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00 X 00 =
.00 X 045 =
.00xI2=
.00xI5=
119)=
Lineal/Class A rate
rate
Collateral/Class B rata
115)
116)
117>
118)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
~
[ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)