HomeMy WebLinkAbout08-16-13 (3) � 1505610143
a REV-1500 Ex,°2_,,, �
OPFICIAL USE ONLY
PA Department of Revenue pennsylvania ca,mr coae vee. File Number
Bureau of Individual Taxes °�"0.TMeR°"�"�
Po eox.zaoso� INHERITANCE TAX RETURN 21 13 0188
� Harnsburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
12 17 2012 10 07 1913
DecedenPs Last Name Suffix DecedenPs First Name MI
LEE VIRGINIA H
(If Appliwble)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FIIL IN APPROPRIATE OVALS BELOW
� 1. Onginal Retum � 2. Supplemental Retum � 3. Pno aro tl2r 3e82'(Date of Death
� 4. Limite0 Estate � 4a.Fucure mieres�Com�romiae 5. Fetlerel Estate Tax Retum Requiretl
(aateofEeetneXx 2-12A2)
a g oeceeem oied ies�a�e � � ��r��h�eintg�neE e Livinp Trust 0 8. Total Number of Sa(e Deposk Boxes
(Atlach CopY m Will) opy of Trus�)
� 9. LitigationProceedsReceived � 10.���P�T'�!y���d�{De�e�,toeam � 77.ElectiontotarzuntlerSec.8113(A)
(Attach Schetlule O)
CORRESPONDENT-7HI3 SECTON MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SFiOULD BE DIRECTED 70:
Name Daytlme Telephone Number
LINDA J OLSEN 717 540 4332
REGtSTER�.YdLLS US�6NLY;,.:- ;.�
W l7 - e:�
�':5
FIBt Line of Addfess �� -�Y r=' '
t �" � - ! �
2000 LINGLESTOWN ROAD ?� �, :,; � ; �
. � . ,
Second Line of Addross ' r� � � �
SUITE 202 �� ` � �
City or Post Office � ATF" �LED i�,�, ��
Sfate 21P Code -
�" cJ ,.
HAF.F:Z SBURCz °A 2 7 i 1.�. -:�r ;
Correapondent's e-mall addross: �OIS@II�h8ZBf1@IdBf19W.00�11
Untler peneltles of pe�ury,I tleGete that I have ezaminad this reNrn,indutlirg accompenyi,ng schedules and statemenLa,and to the beat of my knovAedge and belief,
H is We,cortecl and complate.DeGaratlon M preperer other than the persan�i repreaeMative is based on all information W which preparer has any knaMedge.
SIGNAi/URE OF ERSON RE �"SI�j FOR FILING 0.ETUHN OATE
/ �'�►'• <� Richard H. Lee
AOOR S
150 Hilkop Rosd.GaMners. PA 17324
SIGNk.T OFPREPAR({ROTHE/�NTATNE DATE
I�
i� Linda J. Olsen Esq.
RES
2000 Linglestown Rd. , Harrisburg, PA 17110
Side 1
� 150561U143 15�5610143 J
��
, 1 1505610243
��J
REV-7500 EX
DecedenPs Social Sewriry Number
o��t's�� �ee,Virginia M.
�-- - -- -
RECAPITULATION �
1. RealEstate{ScheduleA}........_..........................._....__._................................_- 1.
2. Stocks and Bonds(Schedule B).._......................................................................... 2.
3. Ctasely Heid Coryora6on,Part�rship w Sale-Proprietorsh�{Schedule C)......... 3.
4. Martgages&Notes Receivab�e(Schedule D)........................................................ 4. $3� 040 . 00
5. Caah,Bank Deposits 8 Misceitarre4us Personal Properky{Schetlu�E}............._ 5. 1�1.�2 .$?
6. Jointly Owned Property(SGredule F) ❑ Separete Billing Raquested............ 8. 4 � 1 y 9. 7�
7. inter-Y'rvos Transfers&Miscellaneousryon Probate Property
tscneau�e c� L� separate aiirn�aeauested............ 7. 9 6T, 6?8 .38
8. Total Gross Assets(total lines 1 through 7)........................................................ g. 525 , 961 . 04
s. �unera�expenses arw ndminismative coses tsa,eau�e H}......................_............ s. 7, 175. 63
70. Debt&of Decedent,Mortgage Liabilitfes 8nd Liens(Schedule I)............................ 10. 1 � �"15 . 71
t t. Totai 4edvctiorra ttota��ines s and 10>.....................__....................................... 7 i. $,5 Q 1 .34
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 72. 517 � 459. 70
13. CharitaMe and Goremmentai Beque9tslSec 9i 13 Tnrsts for which
an eiedion ta tau has not been made{Schedule J}...._......................................... 13.
i 4. Nek Value Su4Je�t to Tax(Line 12 minus Line 73)............................................... 14. $17, 45 9. 74
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Atnount of Line 14 taxable
at the spousal tax rate,or
transfers urMer Sec.9i i8
(axt 2)X.W 15. �. {}�,1
16. Amount of Line 14taxable 517 � 459 . 70 te. 23,285 . 69
at Ifneal rate X .045
17. Amount of line 14 taxab�
ats�ar�y�atex.�z 4. 04 iz. 0.40
18. Amount of Lioe 14 taxable 0 �� �� 0 . a�1
at collaterel r0te X.15
19. TAXbUE............................ ..............................._.. 19. 23�28$. �9
........._................--................_.
20. FIl1.IN THE dVAi iF YOU ARE REQUES77NC3 A ftEFUND OF AN BVERPAYMENT. �
Side 2
L 1505610243 1505610243 �,,,,�
REV-1500 EX Page 3 File Number 21-'13-0188
� DecedenYs Complete Address:
DECEDENT'S NAME
Lee,Virginia H.
STREETADDRESS
210 Big Spring Rd.
CITY STATE ZIP
Newville PA 17241
Tax Payments and Credits:
t. Tax Due(Page 2,Line 19) (7) 23,285.69
2. Credits/Payments
A. Pnor Payments 20,000.00
B. Discount 1,052.63
Total CredRs(A +g) (2) 21,052.63
3. Interest (3)
q, If Line 2 is greater than Line t +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 2 233.06
r
Make Check Pa able to: REGISTER OF WILLS AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:............................................................................... x ❑
b. retain the right to designate who shall use the property transfened or its income:.................................. x ❑
c. retain a reversionary interest:or............................................................................................................... x ❑
d. receive the promise for iife of either payments,benefits or wre?............................................................ ❑ �
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death wkhout
receiving adequate consideretion?.................................................................................................................... ❑ ❑x
3. Did decedent own an"i�trust fo�' or payable upon death bank account or security at his or her death?....... ❑x ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ ❑
conWinsa benefieiary designation?.................................................................................................................. X
IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or fo�the use of the surviving
spouse is 3 pereeM p2 P.S.§9116(a)(1.1)(i)].
For dates of death on or aRer January 1, 1995,the tax rate imposed on the net value of trensfers to or for the use of the surviving spouse is 0 percent
p2 P.S.§9116(a)(1.1)(ii)]. The statute dces not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax retum are still applicable even'rf the surviving spouu is the only beneficiary.
For dates of death on or aRer July 1,2000:
. The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 perceM[72 P.S.§9116(a)(1.2)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
�n Ps.§si�s(e)(�)L
. The tax rate imposed on the net value of trensfers to or for the use of the decedenPs siblings is 12 perceM[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decadent,whether by blood or adoption.
Rev-0501 EXa(6-eB�
� SCHEDULE D
^ MORTGAGES8� NOTES
RECEIVABLE
COMMONWFALTHOFPENNSYLVhNIA
INHERITTNCE TNf RETURN
RE610ENT DECEOENT
ESTATE OF FILE NUMBER
Lee Virginia H. 21-13-0188
All properly jointlyownaE wiM rig�t of suMVOnhip must Ds tllaciaaed on SehaOula F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Note from Richard Lee--note and interest due 53,000.00
TOTAL(Also enter on Line 4,RecapiWlation) 53,000.00
(N more apace is needed,addNOnal pages of tlte same Bize)
Copyright(c)2002 form software only The Lackner Group,Inc. Fortn PA-1500 Schedule D(Rev.6-98)
Rev-0608 EX+�H-00)
• SCNEDULE E
• pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INMERITANCETAXRETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lee,Virginia H. 21-13-0188
Inclutle�he p�oceetls W litigetion anE Ma dete Uro p�oceetls were receivetl by the estala.
1111 pmpsrly jolnMyow�wA with IM r19M of�urvlvonMp must be alaclowtl on ecMdula F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PA Unclaimed Property 9.50
2 Refund-GreenRidge fees adjustment 991.44
3 Refund-Highmark premium 53.39
4 Refund-GreenRidge peraonal funds 39.54
5 Refund-PA Dept Revenue 2012 personal income Wx 9.00
TOTAL(Also enter on Line 5, RecapitulaHon) 7,102.87
pf more space is neetleq atlANOnaI peges oi tl�e same size)
Copyright(c)2010 fortn software only The Lackner Group, Inc. Fortn PA-1800 Schedule E(Rev. 11-70)
Rev-1649 EX+�O7-70)
� pennsyivania SCHEDULE F
` DEPAfkTMENTOFREVENUE �C}{NT�YAWNED PFtOPERTY
INHERITqNCE TAX RETUftN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lee,Virginia H. 21-fi3-0188
M an�tsel was mstls jobrt within 4na ysar o(tha daeeCenf�dAb of deHh,It muat Ee rapoMed on�ehatluls f9.
SURVIVING JQINT TENANT{S)NAh9E ADORESS REUtT10NSHIP TO dECEDENT
A. Richard W. Lee 750 Hill Top Rd. Child
Gardners,PA 17324
B.
C.
.101N7LY OWNED PROPERTY:
DESCftIPTION OF PROPERTY °�OF DATE OF DEATH
,*�M FOR JrO N MADE INUA18Eft OR S1M{LAft 10ENTIF1'i'NNG NUUMBER.ATT�H DEED FOR DATE OF DEATH pgCD'S pECEpENT 3 MITEREST
µ��R TENANT JOiNT �o�ri,v.Ne�o REn�.esrnte. 1�1-U£4F ASSE �ry7�ERE8T
1 A 11130N994 PNC-Jt Checking acct.#8080289088 8,389.58 80.000% 4.179.79
TOTAI{Aiso enter on Lit�e 6,RecapiWtation) 4,1?8.74
(IF more apaCe is neeUed,aEdNbnal peges of ihe Same size)
Copynght(c)2p10 form saNwsre only The Ladcner Group,Inc. Fortn PA-1500 Schedule F(Rev.Ot-10)
Rev4d10 E%+�ae�o9)
� SCHEDULE G
• pennsylvania lNTER-VIVOS TE2ANSFERS AND
DEPARTMENiOFREVENUE �'
INMERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIOENT OECE�ENT
ESTATE OF FILE NUMBER
lee,Virginia H. 21-13-0188
TMS 9chBEUie must 0�COmpiefe�antl file0 d the anawtlr fo any Mquesiions i ih@Uph 4 on pape thfeB of Ihe REV-1506 is yes.
ITEM DESCRIPTION OF�,pPROPERTY DATE OF DEATH %oF oecos �(GLUSION TAXABLE
NUMBER {'(�pA7EE�TR�A�NSFE�.RSATTACYi A C�OPY pF TNE DEED f4R REAC ESTATE. VA�.UE OF ASSET �NTEftEST (�F APPUCABLE) VALUE
1 Vlrginia Lee Revocabie Trusf-PNC Acct. No.16-2T 467,878,38 i08.000% 4fi7.676.38
-027-3120386
TQFAt�Also enker an line 7,Recapi#ulatian} 467.678.38
(M more apace is neetletl,additbnal pages of the&ame size}
Copydght(c)2009 form soTtware only The Lackner Group,Inc. Form PA•1600 Schedule G(Rev.p&09)
ii
REV-1SN E%��10-09�
' pennsyivania SCNEDULE H
. DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
RESIDENATDEC E�p" ADMINISTRATIVE CdSTS
ESTATE Of PILE NUMBER
Lee,Virginia H. 21-13-0188
DecedenYs debta must be reported on Schedule�.
I7EM DESCRIPT4C?N AMOUNT
p. FUNERAL EXPENSES:
See continuatian schedule(s)attached 2,502.13
B. ADMINISTRATIVE COSTS:
t. PersonalRepresentakWe'sCommissians
Name of Personai Representatn+e(s}
StreetAddreas
City State Zin
Year{s)Ganmissiorr Paid
2. Rttomev's Fees Hazen Eider Law 4.600.00
g, Family Exemptiorr. pf datedenYs address is not tha same sa claimanPs,attach e�yalanation)
Claimart
StreetAdtlress
City State Zip
Rels#ipnsh�af Ciaimant to Decedent
4. Probaie Fees REgiBtBf Of WIIIS 173.50
5. AccountanFs Fees
fi. Tax Return Preparer's Fees
7. OH�er Atlminishati�Costs
TOTAI(Alsa entet an Iine 9,Reea�Wiallon} 7,1T5.63
Copyright(c)2009 fortn spftware only The Lackner Group,Inc. Fortn PA-1600 Sehedule H(Rev. 10-09)
� SCHEDULE H
• FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Lee,Virginia H. 21-13-0188
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exuenses
1 Cocklin Funerel Home-cremation 1,906.12
2 Funeral/memorial -meal(Luigi's Restaurent) 496.01
3 R.D. Brown Memorials-gravestone 700.00
H-A 2,502.13
Copyright(c)2002 fortn soflware only The Lackner Group,Inc. Fortn PA-7500 Schedule H(Rev.E98)
Rw-0612 EX�(13-0e)
• SCHEDULE 1
• pennsylvania DEBTS OF DECEDENT,
DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS
INHERITANCE TAX RETURN
RESIDENT�ECEDENT
ESTATE OF FILE NUMBER
Lee Virginia H. 21-13-0188
Reporl WCb IneumE by 11w daeatlsn�prlor 10 MeM Ma1 remeinstl unpaid at the tlels o1 Esalh,iMluGinq unMmburaed mstlkal eip�mee.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cumberland Goodwill Fire 8 Rescue-Ambulance service 184.88
2 Greenridge-beautician fee 23.00
3 Millennium Pharmacy Systems-medical 728.83
4 PA Dept Revenue-2012 personal income tax paid 989.00
TOTAL(Also enter on Line 10, RecapitulaUon) 1,325.71
(tt more space is nee0ed,aCtli6onal papes of t�e same size)
Copyright(c)2008 form software only The Lackner Group,Inc. Fortn PA-7500 Sehedule I(Rev. 12-08)
REV-051]E%��01-00�
' pennsylvania SCHEDULE J
• OEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lee,Vi inia H. 21-13-0788
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (y�ords) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distnbutions,and transfere
under Sec.9116 a 7.2
1 Amanda Lee(Milner) Grendchild Specific Bequest
232 Charles St. of 55,000.00
Harrisburg, PA 17102
2 Jacqueline Lee(Young) Grandchild Specific Bequest
420 Latimore Rd. of 55,000.00
York Springs, PA 17372
3 Anna Lee Grendchild Speci£c Bequest
Go Robert H. Lee of 55,000.0
1417 W.50th Terrace
Kansas City, MO 64772
4 David Lee Gnndchild Specific Bequest
c/o Robert H. Lee of 55,000.00.
7417 W.50th Terrace
Kansas City,MO 64112
5 Joseph Lee Grendchild Specific Bequest
c/o Robert H. Lee of 55,000.00.
7417 W.50fh Terrace
Kanaaa City, MO 64112
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OP PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 73 OF REV-1500 COVER SHE
Copyright(c)2010 krm software onry The Ladcner Group,Inc. Fortn PA-1500 Schedule J(Rev.01-10)
SCHEDULE J
BENEFICIARtES
(Part I, Taxable Distributione)
ESTATE OF:
Vie�ginia H.�ee 12117l2012 38fi-20-30T9
Item Name and Address oT Person�s) Share of Estate Amaunt of Estate
Number Recelving Property Reletionship {WaMs} {58$}
6 Raymond L. Lee,Jc Chiid One-Third of Residue.
1201 Barefoot Ln.
Owings,MD 20736
7 Richard H. Lee Child Qne•ThiM pf Residue.
150 Hill Top Rd.
Gardners,PA t732A
8 Robert H. Lee Child pne•7hird of Residue.
141 T W.54Ur Terrace
Kanaas CFtyy M4 fi4112
1
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� � ,�,� - � /6�z�- �- 3rzo3a�
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O� �lOI/DSD ftEVOCSBLE '1RII8T !lORLr81mIT
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c�
TH28 AGRBffiiBNT OF TRUST, executed in duplicate this 20th
dAy pf Noveaber � 19S�i betWee71 v+�g�+p u �-�-
(hareinalter called "Settior") , and
PNC BANR, National Aesoaiation, (hareinalter aallad "Trustee") .
�
g��s Settler grants, asaigns and sats over to
Trustee and ite suocassorB, all the proparty doscribed in Sahadule
"A°, annexed hereto and said property, together with all other
proparty, raal or parsonal, that may bn addad to the Trust (such
proparty and additions being hereinatter aallad principal) , ahalZ
ba held by Trustee, ZN TRIIST, upon the follooring tarms.
�j�: Trust4a shali manage all property aomprising
the prinaipal of this Truat and ehali coilact tha income theretrom
and accr4tions thnreto and shall pay the net incoae and hoid and
distributn tha prinaipai o! eaid Trust aa foliowa:
(1►) Trustee shall pay the �}et incame therelrom to
Settior !or and during his or her iiretime, subject to the
provisions o! Item FIFTS, in such pariodic iastallmenta as Trustee
shail lfnd aonvenient but at least as often as quarter annually.
1
. 4 ��
(B) To invest in all forme oP property, fncludinq atock,
common truet funds and mortgage investment Pund6 whather operatad
by Trustae, or its parent holding company, without rastriction to
investments authorized !or Pennsylvania Fiduaiaries, as it daems
proper, without reqard to any principal o! diversification or risk.
(C) To sell at public or private sala, to axchange or to
lsasa tor any period oP time, any seal or pereonal property and to
qive optione Eor sales, exchanges or leaaea, Por such prices and
upott such terms 'or conditions as it d4ams proper. �
(D) To alloaate receipts a� e�cpenses to principal or
inco�a ar partly to each as Truetea trom tise to time thinka proper
in ita aole discretion. . •
(B) To hoid proparty in the name of Settlor or in its
. nane without dssignation of any liduaiary capecity, or in tha neme
oP a no�ir�es or unragiatered.
� FIPTS: Trustae aay apply the neti inoone o! this TruaC
tor tha support o! Settlor should he or she by reaeon oP age,
illnaas or aay othar oausa, in ths opinion o! tha Truatea, bs
inoapable o! disburainq itj and Truetea is lurther authorized to
expst�d• or apply Prom the prinaipel of this Truet such s�s as it,
in its sola disCration, may, lrom tima to tis� think advisabie Par
ths sup�ort o! settlor to maintain his or her in the atntion o!
. 3
I
- � �
in tha day and year lirat above written and TruBtae hae sxecuted
this instrument and caueed its corporate eeal to be affixed hereto.
-Z � �! ��-
� ATTEST: PNC BANK, National Asaooiation
� , `. , �Y
Bys /��1!� ��t��/L,J�,' BYs�i -� ��
COI�IONiP87►LTH OF �Pffi�INSYLVANIA )
)ggi
COUNTY OF CIII�IDSRLAND �
On thie the "`�"Yl dny of F.1[�1�./C1�A , i�
btlora me a Notary Publia, t�e undsrsigned oiPiaer, personally:
appaar�d J 1'�C"1�IA � L�G lrnovn to ms (or
eatislaotorily proven) to be tha pareon Mhose nase is eubscribsd to
tha aithin instruaent, and aaknowiedge,d that he/she exacuted tha
� sase for the purposs therain aontainsd.
IN WITNESS N�E�F, I havo herato set my hand and
notarial seal.
�,�C�4� C , -�
Nofiary Publfa
� ��pry _Rtl�a�
.. . G�a`��.4ti9Y6 .
g .
i
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
No. 2013- 00188 PA No. 21- 13- 0188
Estate Of: VIRGINIAHLEE
(First Mitltl/e,Lestl
La te Of: WEST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 386-20-3079
WHEREAS, on the 15th day of February 2013 an instrument dated
April 17th 1995 was admitted to probate as the last will of
VIRGINIA H LEE
(First MidJle,Lasfl
late of WEST PENNSBORO TOWNSH/P, CUMBERLAND County,
who died on the 17th day of December 2012 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARYto:
RICHARD N LfE
who has duly qualified as EXECUTOR/R/XI
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVAN/A.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 15th day of February 2013.
�,/ I /
_ �Cl.��fr�` � �rra�,��ii�d2
egister ol i�
t� .��(,(,�,�..r.�/�
,- r Bp�rY
�
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
o �; � m
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m = c� c° a' %°
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LAST WILL AND TESTAMENT �'' ° 'n '3 =� �
o � �. — c`�
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OF v � `
a, r�., cn Q
,,,� "4
VIRGINIA H. LEE
I, VIRGINIA H. LBE, of the County of Cumberland and
Commonwealth of Pennsylvania, do make this my Will, hereby revoking
any and all Wills and/or Codicils at any time heretofore made by
me.
FIRST: I direct that the expenses of my last illness
and funeral be paid out of my estate as soon as may be convenient
after my death.
SECOND: I give and bequeath the sterling silver to my
granddaughter, atINA LSE.
THIRD: 2 give and bequeath the what-not shelf and the
contents thereof to my granddaughter, AMANDA LSE.
FOURTH: I give and bequeath the Horton family trunk to
my granddaughter, JACQUELINE LEE.
FIFTH: i direct that the proceeds from my New York
Life insurance policy be paid to my son, RICHARD LEB.
SIXTH: I give and bequeath the sum of FIVE THOUSAND
AND NO/100 ($5,000.00) DOLLARS to each of my grandchildren, to-wit:
AMa�NDa LEE, JACQUffi.INE LEE, DAVID LEE, ANNA LSE, and JOSEPH LEB.
PAGE ONE OF FOUR PAGES
Should any grandchild fail to survive me, then the gift to him or
her shall lapse and be divested, and such gift shall be added to
and form a part of my residuary estate for distribution in
accordance with the terms of Paragraph SEVENTH hereof.
SEVENTH: I give, devise and bequeath all of the rest,
residue and remainder of my estate, of whatever nature and wherever
the same may be situate, to my sons, RICHARD H. LES, ROBERT LEE,
and RAYMOND LEE, JR. , in equal shares, absolutely and forever,
share and share alike, per stirpes and not per capita.
I declare that I have intentionally omitted my
husband, RAYMOND L. LEE, as a beneficiary under this, my Will, as
he has been otherwise provided for during my lifetime.
EIGHTH: I appoint my son, RICHARD H. LEE, as Executor
of this my Last Will and Testament.
No bond or other security shall be required of
any fiduciary hereunder in this or any other jurisdiction. No
fiduciary hereunder shall incur any liability for any mistake or
error of judgment made in good faith.
NINTH: I authorize my Executor: to retain and to
invest in all forms of real and personal property regardless of any
limitation imposed by law on investments by executors to compromise
claims; to sell at public or private sale, to exchange or to lease
for any period of time, any real or personal property, and to qive
options for sales or leases; to join in any merger, votinq trust
plan, reorganization, or other concerted action of security holders
and to delegate discretionary duties with respect thereto; to
PAGE TWO OF FOUR PAGES
borrow and to pledge property as security for repayment of any
funds borrowed; and to distribute in cash or in kind. These
authorities shall extend to all property at any time held by my
Executor and shall continue in full force until the actual
distribution of all such property. All powers, authorities and
discretion granted by this Will shall be in addition to those
granted by law, and shall be exercisable without leave of Court.
TENTH: All federal, state and other taxes payable
because of my death on the property forming my gross estate for tax
purposes shall be paid out of the principal of my residuary estate
just as if they were my debts and none of those taxes shall be
charged against any beneficiary.
2 direct my Executor to claim any expense
of administration of my estate as income tax deductions upon an
income tax return or returns whenever in his sole judgment such
action will achieve an overall reduction in the total income and
death taxes. No compensating adjustments between income and
principal shall be made as the result of any such action.
ELEVENTH: If any property (other than tangible
personal property) as to which I am entitled to appoint a guardian
shall pass to a minor by reason of my death, I appoint my son,
RICA2,RD H. LEE, as the guardian of the estate as to such property,
authorizing such guardian, in his sole discretion and without order
of court, to retain such property in kind or to sell the same,
giving good title to any real estate, to invest and re-invest
in stocks, bonds or other investments without being limited to
PAGE THREE OF FOUR PAGES
_
LAST WILL AND TESTAMENT
OF
VIRGINIA H. LEE
Michael D. Flynn, Esquire
2770 South Park Road
Bethel Park, Pennsylvania 15102
(412) 831-2853
.
�1ae. i9. 2��3 11:23AM FNC Ban� No. 96�f P, EI�
� ��� �
Mar��3,2�13
Tiffaay r Mutzabavgh
�ia2en Efdez Law
24D0 Linglesta�cva R�i
5uitc 202
Ftazti�t�rg pA 17I I O
RE: Virgina�I,te
3SN: 386-24-3Q?9
DQD: 12-Y?-2012
I'�`Ms.Mt�zsbnugi�:
I�response ta yo►v reque�t far T7ate af Ikash(f�OD)ba�aaces far the cvswmer ncrmd above, nur
ncords�w the fatlovuiag:
CLe�a�Acc�nnnt
.+�count�E 50802$90$S �smblistued: ll-38-199d
VII2.C�TC�IA I�LF;�
itIGHARD H LEE �
DC7D balance: S 8,��9so+Q.08 �int�st
Tatarast peid Ol-0I-2012 tbaru� 12-17-2012 S 0.85 Y�b
Pleeat nate diat this af6ce pQOVidts datC a�deWa belanaas far deposit accowota(�LA.a,C�.1s.G9uck3ng sad
Sa'�'m9s). 'We do�t promas a�p fiasrdei uxmectloaa or provide nate�m�, lf you need es�enec wirh
mny of thsae iDems,please catl]-8&8-PNGBAA'K.{1-88�-162,22b5}ar aks�byYau'lacal PTdC�aak b:anch
oH'ir,e.
SinCerely,
National Finaacia] StrviGCS Ctnter •
�TC Baak�N.A.
Mamber PI}IC
1 fisfs message ts in�randsrl for tha use of rhe individuat or ea�u�ty to wl�ioh f:�addresssd ana"m�zy
conrain ittforsrurtfon thut fsgrivlfeged ca�rXsntiat mad ere�r fram discXnsure�r app2fcorbte Iaw.
Tf'rhe reatler of tT�c messay�e ts not ths trrtenc�aai reeipierit or the 2rnpioyes or ageru re.sponslbJe fnr
deFivsring this message ta t�e inzended rectpier� you are hereby natif�ed that�my drsse�r"nation,
dtstrthut�on or eopyaeg of ttu,c communicc�i'vras fs sn icttl,��rohtbttec� 7Jyou Juzve reeeived this
corr»nuniautton tn error,ptease noti�r me imrnediatety by reply or by relephone ut 8QA-7d2-1775 and
rmmedfareIy destray this}mced documCnt.
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