HomeMy WebLinkAbout04-1140PETITION FOR PROBATE and GRANT OF LETTERS
Estate of HARRIET L. LIGHTNER
also known as
, Deceased
Social SecuriO/No. 186-24-9305
The petition of the undersigned respectfully represents that:
No. 21 2004- i~q~
To:
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
Your petitioner(s), who is/are 18 years of age or older and the execut rices
in the last will of the above decedent, dated Aoril 2.2003
and codicil(s) dated none
None
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 712 Belvedere Street. Borouoh of Carlisle. PA 17013.
(list street, number and municipality)
Decedent, then 73 years of age, died 12/9/2004
at Carlisle Reaional Medical Center
Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: none
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(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:
30.000.00
125.000.00
712 Belvedere Street, Carlisle, PA 17013
thereo¢. ~ 9 ~
g Lori,0,nn Seiders ~
Debra Lavelle
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of lettars testamentary
(testamentasy; administration c.t.a.; administration d,b.n.c.t.a.)
7 Verna Court
Mt. Joy
540 Rutgers Street
Rockvilie
PA 17552
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '/ Lori Ann Seiders
COUNTY OF CUMBERLAND f SS Debra Lavelle
The petitioner(s) above-named swear(s) or a~n'm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petition~g~(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and l~___.~.i~he esta~ccord)ng to law.
Sworn to or affirmed.~;u~d ~subscribed
before me this t ~ '-- day of
~.December. 200.4 [/-'-
COMiv10N\;VEAL TH OF
PEi',jt\JSYL V Af\JL4
AJt
DEPA.RTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
I
I REV-1500
I INHERIT ANCE TAX RETURN
j RESIDENT DECEDENT
I
f FilE NUMBER
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I 2 1 - 0
4
1
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CFF!Ci/;L USE GNU;
CUUNTY CUUL ---Ycr~ - - NUMUEP:- -
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DECEDENTS fJAME (!_,~ST. FIRST ."J,D MIDDLE !I~IT!AL)
LIGHTNER HARRIET L
DATE OF DEATH (MM-DD-Year,
12/09/2004
SOCIAL SECURITY NUMBER
I Up,! E Or- olRTH (M\I,.DU-Year)
08/05/1931
86- - 2 - 4 9 3
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURI i { NUMBER
(IF APPLICABLE) SURVIVING SPOUSES I<AME (LAST F!RST. ,i\~m MIDDLE IInll,L)
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IX] 1. Original Return
o 4. Limited Estate
IX] 6. Decedent Died Testate (Attac"GOpyoiWill)
DQL't't' P dR'"
~. Ilga Ion rocee s. ..ecelve"
D 2. Supplemental Return D 3, Remainder Return {datHide3th pnona 12-13-82)
o 4a. Future Interest Compromise !,jate 01 deatr, after 12.:2.32) 0 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (/\tlac;, ccpy dTiest) 0 8. Total Number of Safe Deposit Boxes
o 10. Spousal Poverty Credit (dotF. vi dooth het"eon '23'.'" ond "'15) 0 11 E!ection to tax under Sec. 9113(A) (".ttach Sch 0)
ECTED TO:
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COMPLETE MAiliNG ADDRESS
2515 North Front Street
TELEPHONE NUMBER
717 -909-4383
Harrisbura PA 17110
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1. Real Estate (Scheduie A)
(1)
178,000.00
OFFICIAL USE ONLY
2. Stocks and Bonds (Scheduie B) iLl
4. Mortgages & Notes Receivable (Schedule Di
3 Closely Held Corporation. Partnership or Sole-Proprietorship 'OJ
15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(l.2)
16. Amount of Line 14 taxable atiineai rate
17. Amount of Line 14 taxable at sibling rate
18 Amount of Line 14 taxable at collateral rate
19. Tax Due
(.~ )
(4)
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. I.
(5)
82.632.58
5. Cash, Bank Deposits & Misceiianeous Personai Property
(Schedule E)
(6)
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6. .Jointly Owned Property (Schedule F)
D Separate Biiiing Requested
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7. Inter-Vivos Transfers & Misceiianeous Non-Probate Property
(Scheduie G or L)
,.-'"
8 Total Gross Assets (total Lines 1-7)
N
260,632.58
(8)
(9)
33,91977
113,824.77
9. Funeral Expenses & Administrative Costs (Schedule H)
{1m
11. Total Deductions (total Lines 9 & 10)
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule i)
(1f)
147,744.54
112.888.04
12. Net Value of Estate (Line 8 minus Line 11)
(12)
(13)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule .J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
(14)
112,888.04
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
000 X (15) 0.00
112,888.04 X .045 (16) 5,079.96
0.00 X .12 (17) 0.00
0.00 X .15 (18) 000
(19) 5,079.96
20. [8]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
09/06/2005 13:52
71 79094384
ROGER KJRGENTHAl ESQ
PAGE 03
tiC It Add
Deceden s amPI e e ress:
~TrQi M)CAESS 712 BELVEDERE STREET
~ CARLISLE I STATF: PA TZlf> 17013
Tax P.yments and Credits:
1. Tax Due {Page 1 Une19)
2. C!'edilsJPeymer1ts
A. SpOusal Poverty Credi\
B. Plia Paymenti
C. Otscount
(1)
5.079.96
4.200.00
210.00
Total Credit! ( A + B + C) (2)
4,410.00
3. InteresUPenalty if applicable
D. Interest
E. Penally
Total Jnleresf.lPl!naty ( 0 + ~ ) (3)
4. If Line 2 is (;'eater than Une 1 ... Une 3, enter Ihe drffefwlce. This is tile OVERPAYMENT.
CIttdl box OIl PIge 1 ~ 20 to request a refUnd (4)
5. tf Line 1 + Un. 3 is greater than Une 2, enler the difference. This ~ 1ht TAX DUE. (5)
A. Enter the interest 011 the tax dJe. (SA)
e. Enter lhe total ofUne 5 +5A. This is the 8AL.A.NCE DUE. (58)
Make Check Payable to: REGISTER OF MUS, AGENT
0.00
0,00
669.96
669.96
PLEASE ANSWER TH5 FOLLOWING QUESTIONS BY PLACING AN "'I:' IN THE APPROPRIATE BLOCKS
1. Oid decedent make a tf11nsfel' and: Yell No
a. ..om lhe USl!l or i/1COl'l1e of the propetty tnnferred; ............--............................ ..........--.............. ....... 0 00
b. retain the rigltto designate who shallLISC the property l.I'an8ferred ofilS income; ........................................ 0 00
c. retain a reversiooaly interest; or ..........__.......................................................................................... 0 00
d. receive the prQrnisefor life of eitl1et payments, benefiIs Of care? ............ ...__............................................ 0 00
2. If death ~ after December 12. 1982, did decedent transfer property within one yew of death
wllt10ut recei\linQ adequate considefa1iorl?............................................................ ................ ................... 0 00
3. [)d decedent own an "In trust for" Of pavable upon cleatl1 bank acoounI or security at his or her death? ................. 0 1&1
4, Old decedent own an lndMdual ReliJ9fTlef1t Accourrt. mnuity, Of other flOI1i)CObate property which
contains a benellclary de5lgna1ion? ................... ...................... ............... ...............m.................,. .......... 0 (X)
IF THE ANSWER TO ANY OF THE ABOVE QUESTfONS IS YES. YOU MUST COMPLETE satEDUlE G AND FIlE IT AS PART OF THE RETURN.
UndIr ~ CJI~, II!I\d;n II1Ir I '-~ klllll"". ilcBfing ~~.r:l\eduleI Nld lIiIIemeD'S.lInrtlo hll1l!!:l rlll11~ IIIlt 1lIIItlI, itis lIllI!. CllIIlld.nl ClQI!1lIiIIB.
~ ~ ~ lIIpIClI!IlWlivislmlcllll'l all intrlllllllMcl1IIicII ~ hiE lIfI'J MoIIIIdge.
S1GNATU li\~f~lUNG~ETURN DATE ...
~Ll, ~ ~ l1-(o-o5"'
AODRESS 7 VERNA COURT
MT. JOY PA
SIGNATuRE OF ER
FlA 17110
For dates ri death on or after JUly 1,1994 and before JlWlU8rY 1, 1995, !he tiX rate imPOSed 00 the net v"ue of transfers to or for the use of 100 surviving SI:lCUse is 3%
[72 P.&. ~116 (a) (1.1) (1)].
For dates of cieath on or after January 1. 19ge.ltlelac tale imposed on tfl&l'let value Q( \fiInsfefs to or for the LJ\..:; (' ~ '70 . ()1-' 9116 (a) (1.1) (ii)},
The 9Iatute does not ~ a tnJnafer to a 3UrvivIng spouse from tax. and tho statlJtory requlrements lOr dis r ,- ,..., ~:. ~'"' III applicable ewn If
file surviYlng spouse is the only beneflCia:y. J ..t:}..;olS ' :> U ,-
For da!.e$ ~ deatlI on or a1ter July " 2000: A P D ~ ~.'"
The lax rate impOSed on ~ net \'a1ue of transfeB from a deceased cllUd twenty.(lne --- of ""'" (If ""'....... .~ - (. (.;
ch ~~. --- 1~'~" , an D1ptiw parent.
or a sttpparent of the ild is 0% [72 P.S. SS116{a)(1.2)].
Tne t.x rate impo9Ad 0l'I the nel value of transfers to Of for tile use of the cIeOedent's linea! beneficiaries is 4 St . ~~.
Theta rate imposed on !he net value oflransfers 10 or for the use of Ihe dec8der1t's siIlUl1g$ is 12% [12 P.l:;
individual who has at least one parent in amlI'l'lOI'l WIttIIl1e deoedent. whether by blood or adOptiOn.
'2 P.s. S9116(a){1)1.
ectlan 9102, as an
C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L. NEW Will.doc
LASTWILLAND TESTAMENT OF HARRIET L. LIGHTNER
I, HARRIET L.UGHTNER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in
manner and form following:
1. I hereby expressly revoke all Wills and Codicils heretofore made by
me.
2. I hereby direct mY' Executor to 'pay alL my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my
death.
3. I direct that all taxes which maybe assessed in consequence of my
death of whatever nature and by whatever jurisdiction imposed shall be paid
out of my estate as a part of the administration of my estate.
4. I give, devise and bequeath the remainder of my estate as follows:
A. I give and bequeath such of my personal property as may be listed
on an unsigned memorandum kept with my.WiII to the persons named
thereon, provided they survive my death. Should such a memorandum
not be found with my Will, it shall be conclusively presumed that none
was prepared, and all my personal property shall be considered a part of
the remainder of my estate. .
B. The residue and remainder thereof to my issue living on the thirty-
first (3151) day following my death, per stirpes.
5. I nominate and appoint OrrstownBank, of Carlisle, Pennsylvania,
Trustee of the share of any beneficiary who may be under the age of twenty-five
(25)" years. The income and/or principal of said trust may be accumulated or
expended for the maintenance, education and support of such beneficiary as
my Trustee in its sole discretion may determine; and my Trustee, in the
expenditure of income and/or principal for purposes, may, at its discretion,
may determine; and my Trustee, in the expenditure of income and/or principal
for such purposes, may, at its discretion, apply the same directly or pay the
same to any person having the care or control of said beneficiary or with wh:om
the beneficiary resides, without duty on the part of the Trustee to supervise or
inquire into the application of the funs by any personto whom payment is so
made. One-half (1 /2) of the principal and accumulated income in said trust
may be paid to the beneficiary when heor she attains the age of twenty-five
-t.1 t...
C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L. NEW Will.doc
(25) years, and the balance of such income and/or principal shall be paid to
such beneficiary upon reaching the age of twenty-five (25) years; or to such
beneficiary's estate in the event of death prior thereto.
6. I nominate and appoint my daughters, Lori Ann Seiders and Debra
Lavelle, as Executrices of this my Last Will and Testament; and as substitute
Executor, I nominate and appointOrrstown Bank of Carlisle, Pennsylvania. I
further provide that my personal representative and Trustee shall not be
required to file any bond or other security in any jurisdiction to secure the
faithful performan'ce of their duties nor be required to obtain any order or
approval of any Court for the exercise of any power or discretion set forth in
this Will.
7. In addition to the powers conferred by case law, by statute and by
other provisions of this Last Will and Testament, my personal representative,
Trustee, and any successors in those capacities shall have the following
discretionary powers applicable to all real and personal property held by them,
which powers shall be effective without Order of any Court and which shall
exist and continue until the time of actual distribution:
A. To retain any property of any nature received by them for whatever
period they shall deem advisable;
B. To invest and reinvest all or any part of the assets of my Estate
without regard to statutes limiting the property which a fiduciary may
purchase; ".
C. To sell, transfer, exchange or otherwise dispose of, any part of the
assets of my Estate, for cash or on terms, publicly or privately, or to
lease, without liability on the purchasers to see to the application of the
proceeds, and to give options for these purchases without the obligation
to repudiate them in favor of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other
instruments as may be necessary to carry out the provisions of thisWir\l;
E. To borrow money, if necessary to facilitate the administration and
closing of my Estate, including the right to borrow money from any ba.nk,
and to mortgage or pledge any asset of the estate as security;
F. To loan to, and to purchase assets from my estate, even if they or
any of them are also acting as Executor thereof;
2
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C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L. NEW Will.doc
G. To assume continuance of the status of any beneficiary with regard
to death, marriage, divorce, illness, incapacity and similar incidents or
matters in the absence of information deemed reliable without liability for
disbursements made on such assumption;
H. To make any distribution hereunder either in kind or in money, or
partially in kind and partially in money, considering of course the
reasonable wishes of the beneficiary. Distribution in kind shall be made
at the appraised value of the property distributed, as it is set forth in the
inheritance tax return filed in my Estate;
I. To exercise anysubscriptioRright in'connection with any security
held hereunder, to consent to or participate in any recapitalization,
reorganization, consolidation or merger of any corporation, company or
association, the securities of which may be held hereunder; and to
delegate authority with respect thereto, to deposit investments under
agreements, to pay assessments, and generally to exercise all rights of
investors;
j. To continue in any partnership, joint venture, joint ownership or
other business enterprise of which I am a part at the time of my death;
K. To compromise claims;
L. To continue for whatever period of time my personal representative
or Trustee shall deem necessary any ownership as a tenant in common or
as a partner, in real estate or other property and to act asl would have
done had I been living.
M. To do all other acts in their J~dgment necessary or desirable for the
proper management, investment and distribution of the assets of my
Estate. . .
8. All income or principal held for the use and benefit of the
beneficiaries of this Estate shall not be in any way or manner subject to
anticipation, assignment, pledge, sale or transfer, nor shall any such interest,
while in the possession of my personal representative or Trustee, be liable f<;)r
or subject tot he debts, contracts, obligations, liabilities or torts of any
beneficiary, or to attachments, executions or. sequestrations under process of
law.
If any beneficiary of the Estate shall, in the sole opinion of my personal
representative, be or become mentally or physically incapacitated, by reason of
illness, accident, minority or other circumstance, my personal representative or
3
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"'I...~i ...\
C:\Documents and Settings\Roger\My Documents\Lightner\L1ghtner, Har~iet L. NEW Will.doc
Trustee may apply either income or principal for the support and welfare of
such beneficiary directly or to the personwhohas the care and control of such
beneficiary, without the intervention of any Guardian and without obligation to
supervise application of said amounts in anyway.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2nd day
of April, 2003.
'l./(~~-:t "'f ~
HARRIET L. LI Hl'. ER
Signed, sealed, published and declared by the above named Testatrix HARRIET
L. LIGHTNER as and for her Last Will and Testament, in the presence of us, who,
at her request, in her sight and presence of each. other, have hereunto
subscribed our names as witnesses.
~ /lAV1~ ADDRESS 2450 E. Bayberry Dr., Harrisburg PA
~~ ADDRESS 32 S. Bedford St., Carlisle, PA
4
C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L. NEW Will.doc
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
We, Harriet L. Lightner, Roger M. Morgenthal, Esquire, and
Becky H. Morgenthal, the testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the testatrix signed
and executed the instrument of her LastWiH and Testament, and that she
signed willingly and that she executed as herfree and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the testatrix, signed the Will as witnesses, and that to the best
of their knowledge, the testatrix was at the time eighteen (18) years of age or
older, of sound mind and under no constraint or undue influence.
Sworn to and subscribed before
me this7t...Jtday of April, 2003.
N
5
OMS NO 2502 0265 .....
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A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.oFHA 2.QFmHA 3. OCONV. UN INS. 4.QVA 5. [!ICONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT GOODREAU
8. MORTGAGE INS CASE NUMBER:
C, NOTE: This form /s furnished /0 give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POCr were peld outs/de the closing; they are shown here for Informat/onal purposes and are not Included In the totals.
1.0 3198 (GQODREAU.PFDJGOODREAU/18)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
TERRY J. GOODREAU and ORRSTOWN BANK
LORI M. GOODREAU LORI ANN SEIDERS, CD-EXECUTRIX and 77 EAST KING STREET
DEBRA LAVELLE, CO-EXECUTRIX at the Estate of SHIPPENSBURG, PA 17257
Harriett L. Lightner
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23.2402316 I. SETTLEMENT DATE:
712 BELVEDERE STREET PURITY ABSTRACT COMPANY
CARLISLE, PA 17013 March 18, 2005
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
3329 Market Street
Camp Hili, PA 17011
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 178 000.00 401. Contract Sales Prlce 178 000.00
102. Personal Prooertv 402. Personal Prooertv
103. Settlement Charoes to Borrower Line 1400 7,624.33 403.
104. 404.
105. 405.
Ad'ustments For Items Paid Bv Seller in advance Ad'ustments For Items Paid By Seller in advance
106. CountvlBoroTaxes 03/18/05 to 01/01/06 596.69 406. Countv/BoroTaxes 03/18/05 to 01/01/06 596.69
107. CltvTax to 407. City Tax to
108. School Tax 03/18/05 to 07/01/05 547.69 408. School Tax 03118/05 to 07/01/05 547.69
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 186,768.71 420. GROSS AMOUNT DUE TO SELLER 179,144.38
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deooslt or earnest monev 1 000.00 501. Excess Deposit (See Inslnuctions)
202. Prlncloal Amount of New Loanls) 178,000.00 502. Settlement Charoes to Seller Line 140m 13,385.11
203. Exlstino loan s taken sublect to 503. Exlstina loan s taken sub ect to
204. 504. Payoff of first Mortgage to ORRSTOWN BANK 101,653.35
205. 505. Payoff of second Mortgage
206. 506.
207. 507. Deposit dlsb. as proceeds
208. 508.
209. CLOSING COST CREDIT 5 340.00 509. CLOSING COST CREDIT 5,340.00
Ad'ustments For Items Unoa/d Bv Seller Adiustments For Items UnDa/d Bv Seller
210. CountylBoro Taxes to 510. CountylBoroTaxes to
211. Cltv Tax to 511. CltyTax to
212. School Tax to 512. School Tax to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517. FINAL WATER/SEWER to CARLISLE BOROUGH 16.18
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 164,340.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 120,394.64
300. CASH AT SETTLEMENT FROMfTO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower Line 120 186768.71 601. Gross Amount Due To Seller (Line 420) 179 144.38
302. Less Amount Paid By/For Borrower (Line 220) ( 164,340.00) 602. Less Reductions Due Seller (Line 520) ( 120,394.64
303. CASH ( X FROM) ( TO) BORROWER 2,426.71 603. CASH ( X TO) ( FROM) SELLER 58,749.74
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any atlachments referred to herein.
Seller 8u.GftrL~ ~
LORI ANN SEIDERS, CO-EXECUTRIX
&. ~ d
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. ...1 -,<cL Lj,~<.-'t.( Lt _
DEBRA LAVE LE, CD-EXECUTRIX
Borrower ~ .....;.
'Z . GOODREAU. -
A 'f1! ~(lI'll'{"
LORI M. o'!S AU
II
II
REV-1508 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
LIGHTNER. HARRIET L
ITEM
NUMBER
1.
2
3
4
5
6.
7
8
9.
10
11
12.
FILE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1140
DESCRIPTION
HOUSEHOLD GOODS, FURNITURE AND FURNISHINGS LOCATED IN DECEDENT'S
RESIDENCE, SOLD AT AUCTION BY ROWE'S AUCTION SERVICE, COpy OF
AUCTION ACCOUNTING IS ATTACHED
2003 SATURN AUTOMOBILE, VIN 1GSAL52F53Z113818, SOLD FOR
VALUE AT DATE
OF DEATH
2,562.00
5,00000
CHECKING ACCOUNT NO 55612857, M&T BANK, CARLISLE, PA, DATE OF
DEATH BALANCE
1,10566
SAVINGS ACCOUNT NO 015004205985714, M&T BANK, CARLISLE, PA, DATE OF
DEATH BALANCE INCLUDING ACCRUED INTEREST TO DATE OF DEATH
19,19595
CHECKING ACCOUNT NO 106003018, ORRSTOWN BANK, CARLISLE, PA, DATE
OF DEATH BALANCE INCLUDING ACCRUED INTEREST TO DATE OF DEATH
5,61862
OPABX OPPENHEIMER PENNSYLVANIA MUNI CLASS B ACCOUNT #5ML376503
17,08988
ALLSTATE PERFORMANCE PLUS ANNUITY ACCOUNT #GA0845481
5,281.18
REFUNDS FOR COUNTY, BOROUGH & SCHOOL TAX AT REAL ESTATE CLOSING
U44.38
FEDERAL INCOME TAX REFUND
12700
BALANCE PAID DECEDENT FROM STATE EMPLOYEES' RETIREMENT SYSTEM
380.10
ANNUITY CONTRACT 550050636, METLlFE, DENVER CO, PREFERENCE PLUS
SELECT
9,64960
ANNUITY CONTRACT 550050674, METLlFE, DENVER, CO, PREFERENCE PLUS
SELECT
15,47821
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
82,632.58
, ~_..-"'-'~."""""-'~--------
CERTIFICATE OF TITLE FOR A VEHICLE
032383"HJOoo083I:r-DOJ.
lJ
DUP
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SEAT CAP I
I
2003 SATURN S933SCS8lr9Dl II
YEAR MAlIJ' OF VEHICLE TITLE NUMBER
r ODO~~~~!~31 ~2~~~ :11 0
PRIOR TITLE STATE ODOM. STATUS
UNLADEN WEIGHT I GVWR GCWR TITLE BRANDS
1G8Al52f53l113818
VEHICLE IDENTIFICATION NUMBER
8/26/D3
DATE P A TITLED
8lch/03
DATE OF ISSUE
~ "~:0~ls- ~
OOOfrdETEA STi
o '" ACTUAL MILEAGE
1 '"' MILEAGE EXCEEDS TH
LIMITS
2 = NOT THE ACTUAl. MILE
3 ,.. NOT THE ACTUAL MIlt.
TAMPERING VERIFIED
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TITLE BRAND
A ... ANTIQUE VEHICLE
C ,.. CU\SSIC VEHICLE
o ... COLLECTIBLE VEH
F '" OUT Of COUNTRY
G :% ORIGIN ALL Y MFOC
DISTRIBUTION
H = AGRICULTURAL VE
l. '"' lOGGING VEHICLE
P _ ISfflAS A POLlCE \
R '" RECONSTRUCTED
S '" STREET ROD
i "" RECOVERED THEF
V .. VEHICLE CONTAIN:
W ., ROOD IIEHICLE
X .. ISJWAS A TAXI
HARRIET l
712 BELVEDERE ST
CARLISLE PA 17013
.",..'
FIRST LIEN FAVOR OF:
S,ECONDLlEN FAVOR OF:
FIRST LIEN RELEASED
It a second )lenhOlder 1s listed upon satisfaction of the first liar
lienholder must forward this Title to the Bureau of' Molar Vehicle
approprietQ form at'.d tee.
~
SECOND LIEN RELEASED
BY
DATE
MAILING ADDRESS
BY
AUTHORIZED REPRESENTATIVE
Gr-tAC
POBOX 8],t41
COCKEYSVIllE MD 21030
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I certify 8S of the date of issue. the official records of lhe Pennsylvania Department
of fransportation reflect that the person(s) or company named herein is the lawful owner
01 the said vehicle.
ALLEN 0 BIEfilER
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rlJ M&fBank
499 Mitchell Road, MiIlsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
December 24, 2004
Roger M. Morgenthal
Attorney At Law
2515 North Front Street
Harrisburg, Pennsylvania 17110-1150
Re: Estate of: Harriet L Lif!htner
Social Security: 186-24-9305
Date of Death: December 09, 2004
Dear Sir or Madam:
Per your inquiry dated December 14,2004, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
55612857
Ownership (Names of)
Harriet L Lightner
Debra K Lavel/e, Lori Ann Seiders, Poa's
Opening Date
8/28/64
Balance on Date of Death
$1,105.66
$ 0.00
Accrued Interest
Total
$1,105.66
2.
Type of Account
Savings Account
Account Number
015004205985714
Ownership (Names of)
Harriet L Lightner, William F Lightner, Joint Owners
Debra K Lavel/e, Lori Ann Seiders, Poa's
Opening Date
2/10/92 Closed 12/14/04
Balance on Date of Death
$19,192.14
Accrued Interest
$
3.81
Total
$19,195.95
Interest Paid YTD
$ 46.02 (Accrued interest is not included)
Please be advised, there was no safe deposit box found for the above decedent. For further account infonnation,
regarding ownership, closures and/or reimbursement of funds, etc., please call the Carlisle West Office # 71!7-240-
6717.
Sincerely,
Nancy Clagett
Records Management
~~
ORRSTOWN BANK
December 20,2004
TO: Roger M. Morgenthal
Attorney at Law
2515 North Front Street
Harrisburg, PA 17110
FROM: Timothea Moose
Cust. Servo Op.
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Harriet L Lightner
DATE OF DEATH: December 9,2004
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
106003018 Harriet L Lightner 5/8/03 5,618.56 .06
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUEq INTEREST
P.O. BOX 250
SHIPPENSBURG, PA 17257
TEL. (717) 532-6114
~
Glenbrook Life and Annuity Company
PO Box 94042
Palatine IL 60094-4042
Telephone: 1-800-755-5275
Fax: 1-847-402-5313
Allstate.
HARRIET L LIGHTNER
712 BELVEDERE ST
CARLISLE PA 17013-3509
September 12,2004
'(our Repr~sentative
.~, -!
SHAWNEE E SMITH
M & T SECURITIES, INC.
1 W HIGH STREET
CARLISLE PA 17013-2951
(717)240-4511
Allstatee Performance Plus Annuity Statement
# GA0845481
,,-,"';,-,,:""'"
, , """ -., .~- --,
ACTIVITY THIS PERIOD: .
Beginning Account Balance 06/12/04
$ 5,178.61
Interest Earned 06/12/04 thru 09/12/04 .............................................,..... $ 61.39
Ending Account Balance 09/12/04
$ 5,240.00
ACPOUt-ITVALUEOE;TAILASQF ()9112104:
Current
Rate
Fund
Value
SJ8/. '\1
a ~ of ~- '1'0S-
3.30%
$ 5,240.00
New effective annual rates for each fund will be determined when the current guarantee expires.
If you have any questions concerning your annuity please contact your representative at your financial institution.
Glenbrook Life and Annuity Company issues fixed and SEC-registered insurance products. SEC-registered
insurance products are underwritten by ALFS, Inc. Both Glenbrook Life and ALFS are wholly owned
subsidiaries of Allstate Life Insurance Company.
t~
~
81401 U9W.N01
....~1t1401lJ~W8l401U'itWOQQQQ
1I2KMI
,
MetLife~
Page 1 of 1
Acknowledgement
MetUfe
PO Box 17700
Denver, CO 80217-0700
1(800) 638-7732
www.metUfe.com
Overnight Address
1125 17th St
Denver, CO 80202-0202
m@:::}}m.I!:];;::mf:llit;;1:1;~;::liiiliiiimlliffim[li~~~};];ttmimEffi;iJ.;;ji!ffi;;;ij;
1/11/05 I Preference Plus Select B Class
':~!~t:~~~<~~.::,~)r":::,,:::';':":"':'::: ......:....:~:'...:~ttY.f~~C....:... .' ..' .""" .':."
550050636 1- IRA
$:i_:00mITI@?:r':W%.:;m:;P:~~lfu:llIit[:[ili11"]'::i:]01:m;mmnTI:mm:fE'
HARRIET L LIGHTNER
.Q..
I----- ..----.- -.. -'---.' .
001-0195
:j:';:::::m~'lm::::::I::::::::::::;lm:I;::I!:.::::::.'.:::'I::;.:::::::miW!!i~!J;;[ill;;II.;;;;;;l:ili;I[]:':::I];;;;ili];];;j;;;j;jjili;
HARRIET L LIGHTNER
f--.-~.._-._--- ..-----..
----
----
----
HARRIET L LIGHTNER
7 VERNA CT
MOUNT JOY, PA 17552
j::i:j:II:::'!::;:::i:~:.:::::!l:BIf:::!iij::::::::]l:]:]:::Ij:I:::::::::II::I::::::Ij'I::;ijj,::;:::j:j:j':';B:i.:,:::;';i,,:ji:':;:":;.:,::I:']'l
GERALD RASMUS (Hil) 691-5900
Transaction Description
Address Change
HARRIET L LIGHTNER
Old Address:
712 BELVEDERE STREET
CARLISLE, PA 17013
New Address:
7 VERNA CT
MOUNT JOY, PA 175529760
Footnotes:
For security reasons, acknowledgement of this change has been sent to both your old and new addresses.
The requested change has been made and our records now reflect the above information. Please review this acknowledgement carefully and notify us
of any errors.
This acknowledgement should be kept with your contract records.
11524H012.001.0195
00000
1111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111
f
MetLife eSERVICE : Product Summary
Client Search > CIi~nt list>
Harriet L Lightner
Print Options: l--None Selected--
Life Insurance
Policy Number
740453698 MS
Benefit
$5.296.72
As Of Date
12/17/2004
Product Type
Whole Life
t..t C,....,.L,:, r,~(' J..<
.Ot\.O_,f.( .
-".~_,_~ .~j. --, d S ' ',,;' ~,c
Owner: Harriet L Lightner
Insured: Harriet L Lightner
Annuity Contracts
~flt ;:5 Account Type
550050636 Preference Plus Select
Owner: Harriet L Lightner
Annuitant: Harriet L Lightner
As Of Date
12/17/2004
Market Code
QR~~
550050!F 4
12/17/2004
NQL
Preference Plus Select
Owner: Harriet L Lightner
Annuitant: Harriet L Lightner
Page 1 of 1
..:J p..nnt
Surrender Value
$3,679.06
1:).I:' ~
....(....\4,\... l .....~. U ""-
~-.('.Jl... ..... " '.1 - \ t.~).
($15,478.211/,.. ~a..Ll";1 ,". '
I ,( : I,' .....;~___~_..,vt'!.{) -" i\ t'i '".
,.'.
:-.,.:.
Important Disclaimer
The account balances and values presented here are derived from our contract administrative system; they are not
a legal statement of your account. Investments will fluctuate with changes in the securities markets and, therefore,
may be worth more or less when redeemed.
All products issued by MetLife or its affiliated insurance companies are not included on these web pages.
Additional products will be added in the future.
MetUfe issues insurance and annuity products through the following affiliated companies:
Metropolitan Ufe Insurance Company, 200 Park Avenue. New York, NY 10166
New England Ufe Insurance Company. 501 Boylston Street, Boston, MA 02116
General American Ufe Insurance Company, 13045 Tesson Ferry Road, St. Louis, MO 63128
MetUfe Investors Insurance Company, 22 Corporate Plaza Drive. Newport Beach, CA 92660
MetUfe Investors Insurance Company of California, 22 Corporate Plaza Drive, Newport Beach, CA 92660
First MetUfe Investors Insurance Company, 200 Park Avenue. New York, NY 10166
MetUfe Investors USA Insurance Company, 22 Corporate Plaza Drive, Newport Beach, CA 92660
All product guarantees are based on the claims-paying ability of the issuing insurance company.
meTLlle ~ecurities
Home GUice: 1 Madison Avenue, New York, NY 10010
. Mailing Address: 485-E Route 1 South, 4th Floor, Iselin, NJ 08830
METLIFE SECURITIES INC
485 E US HIGHWAY 1 SOUTH
ISELIN NJ 08830
TEl;(800)638-8318
CONFIRMATION
MAIL TO:
FOR THE ACCOUNT OF :
ESTATE OF HARRIET l LIGHTNER
lORI ANN SEIDERS 8
DEBRA K LAVELLE CO-EXECUTRIX
7 VERNA COURT
MT JOY PA 17552-9760
ESTATE OF HARRIET L LIGHTNER
LORI ANN SEIDERS &
DEBRA K LAVELLE CO-EXECUTRIX
1 VERNA COURT
MT JOY PA 11552-9160
YOU SOLD:
OPPENHUMER
PENNSYLVANIA MUNI
CLASS B
X511695
Cleoring Through
Penhing" AlNVS"..jt.., Gr..p (.
\011111... 1,0m lh. B....I Now Vorl<
One P."hiog Plaza, J.".y City, Now J."ey 07399
Parthinn U( lIII.' Hut JIl'U \1'(' TrartRlIlollhl nf '~~hM Im1knlnk II(
ACCOUNT NUMBER:
ACCOUNT TYPE:
PAGE 1
6FX-331160
1
YOUR ACCOUNT EXECUTIVE:
KATHLEEN H FROHK
A.E. NUMBER: MGA
TRADE DATE:
PROCESS PATE::
SETTLEMENT DATE:
CUSIP NUMBER:
SYMBOL:
TRADE
NUMBER
AM2CAZ
QUANT ITY
1.405.244
PRIN AMT
600.00
TOTALS
16.839.0B
1,405.Z44
01-26-05
01-26-05
01-31-05
6B3940-20-9
OPABX
NET AMOUNT
USD
16,824.08
16,824.08
THIS CONFIRMATION IS AN ADVICE NOT AN INVOICE. REMITTANCE OR SECURITIES ARE DUE ON OR BEFORE SE ITLEMENT DATE
au REVERB!! SIDli FOR TEIINS AND CO_T.ONB AND IiXPLANATtON OF cOOll1l8YMIJOLS RELATING TO THIS CONfiRMATION,
V~ O;~~Jr~~ :88~1f~~M~Il~~li.l ::: ~::JI~~; :::t:~:~r:tN'OVE, AN ODIl.LOT DIFl'I!lIENTlAl HAIIIlEE" CHARGED IN COHNECTION WITH THIS TRANSACTION,
-
~
-
!!!!!!!!!I!
;;;;;;;;;;;
=
--
-
;;;;;;;;;;;
---
-
-
--
-
==
!!!!!!!!!I!
MKT/
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4/1
--
!!!!!!!!!I!
=
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===
--
!!!!!!!!!
REV-1511 EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
LIGHTNER HARRIET L.
Debts of decedent must be reported on Schedule I.
21
04
1140
ITEM
NUMBER DESCRIPTlor~ ! AMOUNT
A, FUNERAL EXPENSES:
1, EWING BROS. FUNERAL HOME, CARLISLE, PA 5,799.42
2 FUNERAL FLOWERS, REFRESHMENTS, PASTOR'S HONORARIUM 353.34
S, ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) 0.00
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2, Attorney Fees LAW OFFICE OF ROGER M. MORGENTHAL, ESQUIRE 4,500.00
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 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA 272.00
INCLUDING SHORT CERTIFICATES
5, Accountant's Fees 0,00
6, Tax Return Preparer's Fees 0.00
7, CUMBERLAND LAW JOURNAL. ADVERTISING LETTERS TESTAMENTARY 75,00
8. THE SENTINEL, ADVERTISING LETTERS TESTAMENTARY 137.03
9 ROBERT ROWE, AUCTIONEER, APPRAISAL OF PERSONAL PROPERTY 150.00
10 REGISTER OF WILLS, RESERVE FOR ACCOUNTING 500.00
11. REGISTER OF WILLS, FILING FEE FOR INHERITANCE TAX RETURN 25.00
12 PERSONAL REPRESENTATIVES, RESERVE FOR CLOSING COSTS 100 00
13. UTILITIES PAID PRIOR TO REAL ESTATE CLOSING 724.31
14, CENTURY 21 PISCIONERI REALTY, INC., COMMISSION 10,680.00
15 NOTARY FEES PAID AT REAL ESTATE CLOSING 6.00
16. REALTY TRANSFER TAX PAID 1,780,00
17. CLOSING COST CREDIT GIVEN BUYERS AT REAL ESTATE CLOSING 5,340.00
18. 2005 COUNTY/BOROUGH TAX PAID AT REAL ESTATE CLOSING 75361
,
TOTAL (Also enter on line 9, Recapitulation) $ 33919.77
(If more space is needed. insert additional sheets of the same size)
II
REV-1512 EX + (6-98)
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LIGHTNER. HARRIET L.
FILE NUMBER
21
04
1140
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VAliUE AT DATE
OF DEATH
10,226.70
1. MOTOR VEHICLE LOAN, LIEN ON 2003 SATURN
2. MORTGAGE ON RESIDENCE AT 712 BELVEDERE STREET, CARLISLE, PA, OWED
TO ORRSTOWN BANK, CARLISLE, PA" ACCOUNT #6000101
103,598.07
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
113,824.77
"
'~""".'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LIGHTNER HARRIET L
SCHEDULE J
BENEFICJARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1,2)]
1. LORI A SEIDERS Lineal 5000
7 VERNA COURT
MT. JOY, PA 17552
2, DEBRA K, LAVELLE Lineal 50,00
5106 CLOVERMIST DRIVE
APOLLO BEACH, FL 33572
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
J1. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
FILE NUMBER
21 04
1140
(If more space IS needed, insert additional sheets of the same size)
No. 21 2004-
Estate of HARRIET L. LIGHTNER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December i ~ ,2004 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 4/2/2003
described therein be admitted to probate and filed of record as the last will of Harriet L. Liahtner
and Letters Testamentary
are hereby granted to
Loft Ann Seiders and Debra Lavelle
FEES
Probate, Letters, Etc .........
Short Certificates ( ) ......
Renunciation ............
Filed.
eg'ster of Wills
Roger M. Morgenthal, Esquire
ID# 17143
ATTORNEY (Sup. Ct, LD. No.)
2515 North Front Street
Harrisbum PA 17110
ADDRESS
717-909-4383
PHONE
~lhis is to certify that the inlbrmation 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 lbr permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this ccrtificate, $2,00
P 10784374
No.
DEC 1 3 2001,
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
::;:I3
Harriet L.
73
Cum~rland
Lightnet ,. F .. 186 --24 --9305 4. 12/9/2004
! 8/5/1931 PA ~'" ~ ~""' [] ~ [] ~ ~ ~ []
~rlisle ~. ~ional ~i~l ~ter ~.,~..~.,.~ ~te
wi~
712 Belvedere St.
,~Carlisle, PA 17013
Harold L. b~ee
Lori A. Seiders
1 ~ 3/2004
012633 L
Brothers Funeral H~, Inc., Carlisle, PA
/7oA~
C:~Docume?ts and Settings\Roger\My Docurnents\Lightner\Lightner, Harriet L. NEW Will.doc
LAST WILL AND TESTAMENT OF HARRIET L. LIGHTNER
I, HARRIET L. LIGHTNER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in
manner and form following:
1. I hereby expressly revoke all Wills and Codicils heretofore e by
me.
2. I hereby direct my Executor to pay all my just debts, funer~
administrative expenses out of my estate~ as soon as practicable a~ ~
death.
3. I direct that all taxes which may be assessed in consequence of my
death of whatever nature and by whatever jurisdiction imposed shall be paid
out of my estate as a part of the administration of my estate.
4. I give, devise and bequeath the remainder of my estate as follows:
A. I give and bequeath such of my personal property as may be listed
on an unsigned memorandum kept with my Will to the persons named
thereon, provided they survive my death. Should such a memorandum
not be found with my Will, it shall be conclusively presumed that none
was prepared, and all my personal property shall be considered a part of
the remainder of my estate.
B. The residue and remainder thereof to my issue living on the thirty-
first (31't) day following my death, per stirpes.
5. I nominate and appoint Orrstown Bank, of Carlisle, Pennsylvania,
Trustee of the share of any beneficiary who may be under the age of twenty-five
(25) years. The income and/or principal of said trust may be accumulated or
expended for the maintenance, education and support of such beneficiary as
my Trustee in its sole discretion may determine; and my Trustee, in the
expenditure of income and/or principal for purposes, may, at its discretion,
may determine; and my Trustee, in the expenditure of income and/or principal
for such purposes, may, at its discretion, apply the same directly or pay the
same to any person having the care or control of said beneficiary or with whom
the beneficiary resides, without duty on the part of the Trustee to supervise or
inquire into the application of the funs by any person to whom payment is so
made. One-half (1/2) of the principal and accumulated income in said trust
may be paid to the beneficiary when he or she attains the age of twenty-five
C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L NEW Will.doc
(25) years, and the balance of such income and/or principal shall be paid to
such beneficiary upon reaching the age of twenty-five (25) years; or to such
beneficiary's estate in the event of death prior thereto.
6. I nominate and appoint my daughters, Lori Ann Seiders and Debra
Lavelle, as Executrices of this my Last Will and Testament; and as substitute
Executor, I nominate and appoint Orrstown Bank of Carlisle, Pennsylvania. I
further provide that my personal representative and Trustee shall not be
required to file any bond or other security in any jurisdiction to secure the
faithful performan'ce of their duties nor be required to obtain any order or
approval of any Court for the exercise of any power or discretion set forth in
this Will.
7. In addition to the powers conferred by case law, by statute and by
other provisions of this Last Will and Testament, my personal representative,
Trustee, and any successors in those capacities shall have the following
discretionary powers applicable to all real and personal property held by them,
which powers shall be effective without Order of any Court and which shall
exist and continue until the time of actual distribution:
A. To retain any property of any nature received by them for whatever
period they shall deem advisable;
B. To invest and reinvest all or any part of the assets of my Estate
without regard to statutes limiting the property which a fiduciary may
purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of the
assets of my Estate, for cash or on terms, publicly or privately, or to
lease, without liability on the purchasers to see to the application of the
proceeds, and to give options for these purchases without the obligation
to repudiate them in favor of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other
instruments as may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and
closing of my Estate, including the right to borrow money from any bank,
and to mortgage or pledge any asset of the estate as security;
F. To loan to, and to purchase assets from my estate, even if they or
any of them are also acting as Executor thereof;
C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L NEW will.doc
G. To assume continuance of the status of any beneficiary with regard
to death, marriage, divorce, illness, incapacity and similar incidents or
matters in the absence of information deemed reliable without liability for
disbursements made on such assumption;
H. To make any distribution hereunder either in kind or in money, or
partially in kind and partially in money, considering of course the
reasonable wishes of the beneficiary. Distribution in kind shall be made
at the appraised value of the property distributed, as it is set forth in the
inheritance tax return filed in my Estate;
I. To exercise any subscription right in connection with any security
held hereunder, to consent to or participate in any recapitalization,
reorganization, consolidation or merger of any corporation, company or
association, the securities of which may be held hereunder; and to
delegate authority with respect thereto, to deposit investments under
agreements, to pay assessments, and generally to exercise all rights of
investors;
J. To continue in any partnership, joint venture, joint ownership or
other business enterprise of which I am a part at the time of my death;
K. To compromise claims;
L. To continue for whatever period of time my personal representative
or Trustee shall deem necessary any ownership as a tenant in common or
as a partner, in real estate or other property and to act as I would have
done had t been living.
M. To do all other acts in their judgment necessary or desirable for the
proper management, investment and distribution of the assets of my
Estate.
8. All income or principal held for the use and benefit of the
beneficiaries of this Estate shall not be in any way or manner subject to
anticipation, assignment, pledge, sale or transfer, nor shall any such interest,
while in the possession of my personal representative or Trustee, be liable for
or subject tot he debts, contracts, obligations, liabilities or torts of any
beneficiary, or to attachments, executions or sequestrations under process of
law.
If any beneficiary of the Estate shall, in the sole opinion of my personal
representative, be or become mentally or physically incapacitated, by reason of
illness, accident, minority or other circumstance, my personal representative or
C:\Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L. NEW Will.doc
Trustee may apply either income or principal for the support and welfare of
such beneficiary directly or to the person who has the care and control of such
beneficiary, without the intervention of any Guardian and without obligation to
supervise application of said amounts in any way.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2"d day
of April, 2003.
HARRIET L. LI(~HT~IER
Signed, sealed, published and declared by the above named Testatrix HARRIET
L. LIGHTNER as and for her Last Will and Testament; in the presence of us, who,
at hei' request, in her sight and presence of each.other, have hereunto
subscribed our names as witnesses.
ADDRESS 2450 E. Bayberry Dr., Harrisburq PA
ADDRESS 32 S. Bedford St., Carlisle, PA
4
C:.~Documents and Settings\Roger\My Documents\Lightner\Lightner, Harriet L. NEW Will.doc
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
We, Harriet L Lightnet, Roger M. Morgenthal, Esquire, and
Becky H. Morgenthal, the testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the testatrix signed
and executed the instrument of her Last Will and Testament, and that she
signed willingly and that she executed as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the testatrix, signed the Will as witnesses, and that to the best
of their knowledge, the testatrix was at the time eighteen (18) years of age or
older, of sound mind and under no constraint or undue influence.
Sworn to and subscribed before
me this ~,,~day of April, 2003.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone; (717)240-6345
Date: 02/28/2005
MORGENTHAL ROGER M
2450 EAST BAYBERRY DRIVE
HARRISBURG, PA 17112-6015
RE: Estate of LIGHTNER HARRIET L
File Number: 2004-01140
Dear Sir/Madam;
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
03123/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
SEIDERS LORI ANN
7 VERNA COURT
MT JOY, PA 17552
RE: Estate of LIGHTNER HARRIET L
File Number: 2004-01140
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
03/23/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SZ;}~..v~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
LAVELLE DEBRA K
540 RUTGERS ST
ROCKVILLE, PA 20850
RE: Estate of LIGHTNER HARRIET L
File Number: 2004-01140
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
03/23/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~=l~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX(11.96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SEIDERS lORI ANN
7 VERNA COURT
MT JOY, PA 17552
___n___ fold
ESTATE INFORMATION: SSN: 186-24-9305
FILE NUMBER: 2104-1140
DECEDENT NAME: LIGHTNER HARRIET l
DATE OF PAYMENT: 03/04/2005
POSTMARK DATE: 03/03/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/09/2004
NO. CD 005025
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,200.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,200.00
REMARKS:
CHECK#1007
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent: HARRIET L LIGHTNER
Date of Death: 12/9/2004
Will No.
Admin. No. 21 2004-1140
To the Register:
, certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 12/16/2004
Name Add ress
Lori Ann Seiders 7 Verna Court
Ml. Jov PA 17552
Debra Lavelle 540 Rutgers Street
Rockvllle PA 20850
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
NONE
Date: 12/1612004
~1/J11lyJ-
, Ij
Signatur
Name: Rooer M. Moroenthal Esouire
r-
Address: 2515 North Front Street
Harrisburo
PA 17110
Telephone(717) - 909- 438
Capacity:
x
Personal Representative
Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005778
SEIDERS LORI ANN
7 VERNA COURT
MT JOY, PA 17552
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $669.96
ESTATE INFORMATION: SSN: 186-24-9305 I
FILE NUMBER: 2104-1140 I
DECEDENT NAME: LIGHTNER HARRIET L I
DA TE OF PAYMENT: 09/08/2005 I
POSTMARK DATE: 09/08/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 12/09/2004 I
I
TOTAL AMOUNT PAID: $669.96
REMARKS:
CHECK# 1023
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
,--.
L!.)
c--
[~l__
l'
-
STATUS REPORT UNDER RULE 6.12
Name of Decedent
HARRIET L. LIGHTNER
Date of Death:
12/09/2004
No. 21-04-1140
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? -M. Yes _ No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of Orphan's Court and
may be attached to this report.
Date: 9/26/2005
Signature
Name (please type or print
43
\ ~~-~
2515 N. Front Street
Address
Harrisburq.~PA 17110
CIty, State, Lip
i... ~.j
c_
c:.~
CapaCity: _ Personal Representative
-1L Counsel for Personal Representative
l _ <;.-
11-28-2005
LIGHTNER
12-09-2004
21 04-1140
CUMBERLAND
101
APPEAL DATE: 01-27-2006
(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
9~!_~~9~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRIET L FILE NO. 21 04-1140 ACN 101
r'-rr,r-"-" rnx,r
BUREAU OF INDIVIDUiLJT.AXES.' 'i , I,,):
INHERITANCE TAX OIVISIOIf"-'
PO BOX 280601 '
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~n~!j ~:"'"'~ - ~ 1.
").1"'9
<<,. II ,..)-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r
ROGER MMORGENTHAL ESQ
2515 N FRONT ST
HBG
PA 17110
ESTATE OF
LIGHTNER
REV-1547 EX AFP (06-05)
HARRIET
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 11-28-2005
NOTE: I~ an assessment was issued previously, lines 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. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
112 , 888 . 04 X 045 = 5,079.96
.00 X 12 = .00
.00 X 15 = .00
ll9)= 5,079.96
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Il)
(2)
(3)
(4)
(5)
(6)
(7)
178,000.00
.00
.00
.00
82,632.58
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
33,919.77
113.824.77
(11)
ll2)
ll3)
1l4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax pay.ent.
260,632.58
147.744 54
112,888.04
.00
112,888.04
nunc" n~_~.. {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-03-2005 CD005025 221. 05 4,200.00
09-08-2005 CD005778 .00 669.96
11-21-2005 REFUND .00 11 . 05-
TOTAL TAX CREDIT 5,079.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 10
IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
f
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION.
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
ROGERHHORGENTHAL ESQ
2515 N FRONT ST
HBG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-05-2005
LIGHTNER
12-09-2004
21 04-1140
CUMBERLAND
101
HARRIET
L
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF LIGHTNER HARRIET L FILE NO.21 04-1140 ACN 101 DATE 12-05-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-21-2005
PRINCIPAL TAX DUE: 5.079.96
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-03-2005 CD005025 221.05 4.200.00
09-08-2005 CD005778 .00 669.96
11-21-2005 REFUND .00 11.05-
TOTAL TAX CREDIT 5.079.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
If
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
~