HomeMy WebLinkAbout10-18-13 w..�. y .;
� 1505610140
REV-1500 �` �°,_,°,
PA Depardnent of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN �u�� Year File Number
PO BOX 280601 2 1 1 3 0 0 2 2 0
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 2 1 3 2 0 1 3 1 1 1 8 1 9 4 7
Decedent's Last Name Suffix Decedent's First Name MI
L UMBY BARBARA E
(If Applicable)Enter Surviving Spouse's Infonnation Below
Spouse's Last Name Suffix Spouse's First Name M�
L U M B Y L U K E W
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Retum � 2.Suppiemental Retum � 3.Remainder Retum(date of death
prior to 12-13-82)
� 4.Limited Estate � 4a.Future Interest Compromise(date of Q 5.Federal Estate Tax Retum Required
� death after 12-12-82)
6.Decedent Died Testate ❑ 7.Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
� 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(date of death � 11.Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORNUITION SHOULD BE DIRECTED T0:
Name Daytime Telephone Numberr=�' �
S T E V E N C WI L D S E S Q 7 1 7 c2�,3 4 �' 1 � �
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REGIS'�B� ��YIqCLS USE ONLI�
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First line of address �:� ��r ,�� �
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W I X W E N G E R & W E I D N E R �`�� �����` `��� � �
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Second line of address :.�:`� �`-'-= �" �- �
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P O B O X 8 4 5 -� cn �' -,i
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Cit�r or Post Office State ZIP Code DATE FILED
HARRI SBURG PA 171 080845
Correspondent's e-mail address: SWIIdS C'WWWpa18W.00111
Under penattles of perjury,�deda�that I have examined this retum,induding axompanying schedules and statements,and to the best of my knrnMedge and belief,
it is true and complete.Declara�on preparer ofher than the personal representative is based on II information of which preparer has any knowledge.
7U PERSO L OR FILING R ' DATE �
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�• � ��3
E AC D
SIGNA �PFj�P E ER THAN R�PRESENTATNE DATE
ADD SS
�� �'/30 ��3
WI WENGER &WEIDNER PO BOX.845 HARRISBURG PA 17108-0845
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610140 1505610140
�
Estate of Barbara E. Lumby
SSN 175-40-9548
Estate No. 21 13 00220
Date of Death: 02/13/2013
Under penalties of perjury, we declare that we have examined this return, includin
accompanying schedules and statements, and to the best of our knowledge and belief
it is true, correct, and complete. �
.
.
Richele A. Durbin, Co-Executor
12 Emlyn Lane
Mechanicsburg, PA 17055
�
oinette M. She er, Co-Executor
105 East Elmwood Avenue
Mechanicsburg, PA 17055
Dated: _ ! b /� ,� , 2013
J 1505610240
REV-1500 EX
Decedent's Social Security Number
�ecedenrs Name: BARBARA E. LUMBY
RECAPITULATION
1. Real Estate(Schedule A) ........................................... 1. .
2. Stocks and Bonds(Schedu�e B) .......................... ............ 2. 3 3 8 2 3 , 0 0
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. .
4. Mortgages and Notes Receivabie(Schedule D) .............. ............ 4. .
5. Cash,Bank Deposits and Misceilaneous Personal Property(Schedule E)....... 5. 2 8 � 3 � , 5 8
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ....... 6.
7. Inter-V'NOS Transfers&Misoellaneous N�p�Probate Property �
(Schedule G) U Separate Billing Requested ....... 7. 2 � � � 2 $ � 3 2
8. Total Gross Assets(total Lines 1 through 7) ........................... 8. 2 6 2 8 $ 2 , 9 �
9. Funeral Expenses and Administrative Costs(Schedule H) .................. 9. 3 1 2 9 2 . 7 �
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) ............. 10. 3 2 6 'rJ . 6 5
11. Total Deductions(total Lines 9 and 10) ............................... ��. 3 4 5 5 8 . 3 6
12. Net Value of Estate(Line 8 minus Line 11) ............................ 12. 2 2 8 3 2 4 . 5 4
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) .......... ............ 13. �
14. Net Value Subject to Tax(Line 12 minus Line 13) ...................... 14. 2 2 $ 3 2 4 . 5 4
TAX CALCULATION-SEE tNSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0 2 �J � 2 7 . � � 15. � . � �
16. Amount of Line 14 taxable
at iineai rate x.oas 2 0 3 2 9 7 . 5 4 �s. 9 1 4 8 . 3 9
17. Amount of Line 14 taxable
at sibling rate X.12 � . 0 � 17. Q . � 0
18. Amount of Line 14 taxable
at collateral rate X.15 � . � � �g, 0 . 0 �
�s. TAX DUE ...................................................... �s. 9 1 4 8 . 3 9
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505610240 1505610240 -
�
REV 1500 EX Page 3 File Number
Decedent's Complete Address: 2� 13 00220
DECEDENTS NAME
BARBARA E. LUMBY
STREET ADDRESS
908 SOUTH YORK STREET
C�N STATE Z�p
MECHANICSBURG PA 17055
Tax Payments and Credits:
�• Tax Due(Page 2,Line 19) (1) 9,148.39
2. Credits/Payments
A.Prior Payments 10,900.00
B.Discount 457.42
Total Credits(A+B) (2�
3. Interest 11,357.42
4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. �3�
Fill in oval on Page 2,Line 20 to request a refund. , (4) 2,209.03
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or inoome of the property transferred: .............................................................. �
........ ❑
b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ �
c. retain a reversionary interest;or ................................................................................................ � �
d. receive the promise for life of either payments,benefits or care? .................................. �
..................... ❑
2. If death oocurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? .......................................................................... � ❑
3. Did dec�ent own an"in tn�st fa"or payable-upon-death bank account or security at his or her death? ......... ❑ Q
4. Did deoedent own an individual retirement acxount,annuity or other non-probate property,which
c�ntains 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.
For dates of death on or after July 1,1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)j.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax retum are s611 applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)j.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)].
� The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)j.A sibling is defined,under
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1503 EX+(g_12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESI�WT�CEDENT
ESTATE OF FILE NUMBER
BARBARA E. LUMBY 21 13 00220
All property jointiy owned with�ight of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1• LAPORTE ASSET MANAGEMENT LLC SECURITIES ACCOUNT 33,823.00
(Summary of account holdings and values as of date of death attached)
TOTAL(Also enter on Une 2,Recapitulation) i 33 823.00
If more space is needed,insert additional sheets of the same size
REV 1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS &MISC.
��si�n��ECE�n�'� PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
BARBARA E. LUMBY 21 13 00220
Include the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly owned with right of survivorship must be disclased on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. CITIZENS BANK CHECKING ACCOUNT XJ�JCX 1410 2,828.83
DOD BALANCE: $2,828.50;ACCRUED INT.: $.33
2. LAPORTE ASSET MANAGEMENT LLC SECURITIES ACCOUNT 175.75
CASH BALANCE
3. 2009 AUDI A-4 HATCHBACK(VIN WAUGF78K79A182389) 25 027.00
KELLEY BLUE BOOK VALUE '
TOTAL(Also enter on Line 5,Re�apitulation) S 28 031.58
If more space is needed,use additional sheets of pape�of the same size.
REV 1510 EX+(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BARBARA E. LUMBY 21 13 00220
This schedule must be wmpleted and filed ff the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM �����pp����}{gR RElAT10NSHIP TO DECEDENT AND DATE OF DEATH �OF DECD'S EXCLUSION TAXABIE
NUMBER THE DATE OF TRANSFBt.ATTA�CH A COPY OF THE D�FOR REAL ESTATE VALUE OF ASSET INTEREST �F a�.icn� VALUE
1. WELLS FARGO SECURITIES IRA ACCOUNT 199,528.32 100.00 199,528.32
(MAINTAINED THROUGH LAPORTE ASSET
MANAGEMENT LLC)
BENEFICIARIES: 50%TOINETTE M. SHEARER;
50% RICHELE A. DURBIN
2. CASH GIFT TO TOINETTE M. SHEARER 3,750.00 100.00 3,000.00 750.00
WITHIN ONE YEAR PRECEDING DECEDENT'S DEATH
3. CASH GIFT TO RICHELE A. DURBIN WITHIN ONE YEAR 3,750.00 100.00 3,000.00 750.00
PRECEDING DECEDENT'S DEATH
TOTAL Also enter on Line 7,Reca 'ulation � 201 028.32
If more spaoe�needed,use additionai shee�s of paper of fhe same size.
REV 1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDEPIT DECEDENT
ESTATE OF FILE NUMBER
BARBARA E. LUMBY 21 13 00220
Decederrt's debts must be reporGed on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME, Mechanicsburg, PA 12,910.91
2. THEO'S BAR&GRILLE, Camp Hill, PA(Funeral Luncheon) 3,067.50
3. GINGRICH MEMORIALS, Mechanicsburg, PA (Marker) 920.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Str�eet Add�ess
City State ZIP
Year(s)Commisssion Paid:
2, A�omeyFees: WIX,WENGER&WEIDNER(Estimated) 7,000.00
3, Family Exemption:(If deoedenYs address�not the same as daimanYs,attach explanation.)
Claimant
Str�et Address
Cit�► State ZIP
Relationship of Claimant�Decedent
4. pro�F�: CUMBERLAND COUNTY REGISTER OF WILLS 358.50
5 Aocountant Fees:
6. Tax Retum Preparer Fees:
7. WIX,WENGER&WEIDNER-Out of pocket expenses 44.36
8. BALL, MURREN &CONNELL-Legal fees and costs(estimated) 1,241.44
9. REIMBURSEMENT TO RICHELE A. DURBIN AND TOINETTE M. SHEARER FOR 5,750.00
BURIAL CLOTHING, FLOWERS, CHOIRS FOR FUNERAL SERVICE,
MEMORIAL PLAQUE,AND MISCELLANEOUS EXECUTOR EXPENSES
'"""`Receipt copies for administrative expenses have not been attached, but are
on file with the executors of the estate and are available for review if requested.
TOTAL(Also enter on Line 9,Recapitulation) t 31 292.71
If mor�e spaoe is needed,use additlonal sheefs of paper of the same size.
REV 1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCETAXRETURN MORTGAGE LIABILITIES�LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BARBARA E. LUMBY 21 13 00220
Report debts incumed by the decedent prior to death that remained unpald at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. CITI PLATINUM SELECT CREDIT CARD 1,175.25
2. CITIZENS BANK CREDIT CARD 2,090.40
TOTAL(Also enter on Line 10,Recapitulation) S 3 265.65
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10) .
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
BARBARA E. LUMBY 21 13 00220
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pndudeoufight spousal distributions and transfers under
Sec.91�6(a)(1.2).]
1. LUKE W. LUMBY Spousal 25,027.00
908 SOUTH YORK STREET
MECHANICSBURG, PA 17055
2. RICHELE A. DURBIN Lineal 101,648.77
12 EMLYN LANE
MECHANICSBURG, PA 17055
3. TOINETTE M. SHEARER Lineal 101,648.77
105 EAST ELMWOOD AVENUE
MECHANICSBURG, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. Z
If more space is needed,use additional sheets of paper of the same size.
Estate of Barbara E. Lumby
SSN 175-40-9548
Estate No. 21 13 00220
Date of Death: 02/13/2013
ATTACHMENTS
• Last Will and Testament of Barbara E. Lumby
• LaPorte Correspondence and Asset ItemizationNaluation Sheets
• Citizens Bank Date of Death Valuation Report
• Citi Platinum Select Credit Card Statement
• Citizens Credit Card Statement
• Federal Estate Tax Return (without attachments)
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LAST WILL AND T'ESTAMENT ° o 0 3 '� �
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' OF . � �, ��- rn .
BARBARA E.LUMBY v� � � v' �
KNOW ALL MEN BY THESE PRESENTS,that I, BARBARA E. LUMBY, residing in
Cumberland County, Pennsylvania, do hereby make, declare, and publish this as my Last Will
and Testament, hereby revoking all former Wills and Codicils heretofore made�by me at any
time.
FAYMENT UF EXPEi�TSES
I. Pavment of Ex�enses: I direct that my Co-Execufors, hereinafter named, shall have the
power, but not the duty, to pay all my just debts and expenses of my last illness from my estate
as soon after my death as shall be found convenient.
. GIFTS .
II. A. Automobile: I bequeath my automobile to my husband,Luke Lumby.
B. Personal and Household Effects: I bequeath my automobiies,household and personal
effects and other tangible personalty of like nature (not including cash or securities) together
vvith any existing insurance thereon, to such of my children, as aze living on the thirty-first day
after my death,to be divided befiween them in as nearly equal shares as practical.
I may leave a memorandum setting forth suggestions as to the distribution of certain
items and, while the memorandum is not legally binding, I hope the suggestions in it will be
carried out.
My personal possessions and household effects at my home at 908 South York Street,
Mechanicsburg,Pennsylvania,are firansferred to my children.
III. , Res, idue_: I give the residue of my Estate,real,personal and mixed of whatever nature and
wherever situated,in two parts,so that there will be one share for each child of mine who is then
living or then dead. Should any child of mine predecease me, I give her share to her surviving
children in equal shares,per stirpes,or if her children do not survive,then to my other child.
FIDUCIARIES
IV. CaExecutors: I hereby nominate, constitute and appoint my daughters, RICHELE A.
DURBIN AND TOINETTE M. SH�ARER, as CaExecutors. Shall either be unable or
unv�llin�to act,the other s,�ta11 act with full authority. � �
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V. Bond: No Executor appointed hereunder shall be required to give bond.
VI. Resignation: Any individuat Executor may resign at any time without court approval.
ADNIINISTRA.TIVE PROVISIONS
VII. Protective Provisions: To the extent permitted by law,the interest af beneficiaries in
principal or income shall not be subject to the cla.i.ms of their creditors and others, nor to le�al
process, and shall not be voluntarily or .involuntarily alienated or encumbered, except that
nothing in this article shall preclude the assignment of alI or any part of a beneficiary's interest to
her descendants.
VIII. ement Provisions: My Co-Executors shatl have, in addition to the powers and
authority conferred upon them by 1aw,trle foltowing additional powers and authority:
A. Sell/Lease: To sell at public or private sale, exchange, lease,mortgage or pledge any
property, real or personal, at any time constituting a portion of trusts herein created, and
upon such terms and conditions as they deem wise.
B. Retain/Invest: To retain and to invest in all forms of real and personal property,
including common trust funds, mutual funds and money market deposit accounts
regardless of any limitations imposed by law on investments by executors, or any
principle of Iaw concerning investment diversification.
C. Title to Proper�t : To cause any security or other property which may at any time
constitute a portion of my esta.te to be issued,�held or registered in their names, or in t�e
name of a nominee,or in such form that title will pass by delivery.
D. Ca�i� es: To consent to the reorganizatian, consolidation, readjustment of
the financial structure, or sale of the assets of any corporation or other organization, the
securities of which constitute a portion of my esta.te,and to take any action with reference
to such securities which, in the opinion of the�Co-Executors, is necessary to obtain the
benefit of any such reorganizatiu�n, c�onsolidation, readjustment or sa1e; to exercise any
coaversion priviiege or subscription right given to them as the owner of any securities
canstituting a. portion of my estate; to acceFt and hold, as. a porkion of my estate,
securities resulting from any reorgani•r�ation,cons�lidation,readjusiment,sale,conversion
or subscription. � "
E. Expense of Estate: To pay all costs,taxes, charges and expenses in connection with '
the administration of my estate,including compensa.tion to the Co-Executors.
F. Allocate: To detem�ine what is "income" and what is."Principal" hereunder, and
their decision thereon shall be final; and to purchase:s�curities at a premium or discount,
and to apply or charge said premium or diswunt against income or principal as the Co-
Executors rnay determine. . . .
-- ,�, �,�.. , � . � � ... . .
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G. �Borrow: To borrow mone�� f�r�mi any�pe��azt, #irna�or eorporation for the purpose of
� protecting and preserving ur �improving my estate �or� �tritst hereunder; to execute
: pmmissory notes or other obligations for am�u:�ts.:o borrowed.
H. Hirin� Professionals: To emploj� legal counsel, accountants, brokers, investment
advisors, custodians,�manag�ers and other a�ents any employees and to pay reasonable
compensation out of my estate or uut of anv fund held hereunder to which said
compensation is attributable.
I. Receipt of Monies: To receive, colle�:t anc� recover the interest, rents, profits,
proceeds, gains and other eamings ar_d income of and from the.property held by them
hereunder. .
J. Partial Distributi�ns: To m.ake,�froixt time to �une,, partial distributions, in vazyin.g
amounts to the beneficiaries �her�under, prior to final �settlement and distribution oi'my
estate and in connecti�n therewith to determin�in their discretion,the time or times when
such partial di�tributions may r�c� ,c�ire r�compu',:ati�n of said beneficiaries' proportionate
interests hereunder f�r the equitable�llocation ot'income or due to changing asset values
pending final distribution.
TAX PROVTSIUNS.
TX. Death Taxes: 1 direct that a1l transfer and inheritance taxes,state or Federal assessed
because of my death,whether the funds,�propzrty or i nsurance proceeds to which such
taxes are�attributable�pass under�t�iis�Vill�or�not,shail�be paid out of my residuary estate;
that my Co-Executors pay,or provid�for�payment of all such�taxes�at such time,or
times,and in suc;h�manner as my�c�-Executors deem best.
X. Tax Options: I� autho�ze my Ct3-Fxecuiors� to exercise any options available in
determining and paying death�taxes in my e;�t�.
IN WITNESS WHEREOF, I, BAit�ARA E. LLIMBY, the 1'estatrix of this, my Last Will
and Testament, typewritten on four(4) sheets ot'paper which �have identi�fied at the bottom of each
page by my signature,hereunto set my hand azid seal the c�C c�a.y of �,�, , 2013.
. � � � .� �" .�. ! . � .�;,�
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The preeeding instrumerit consisting of this and three (3) other typewritten pages, each
identified by the signature of the Testa.trix, BARBAR� E. LiJMBY, was on this da.y and date
thereof signed,published and declared by BARBARA E.LUMBY,the Testatrix therein named,
as and for her Last Will, in the presence of us who, at her request, in her presence, and in the
presence of each other have subscribed our names as witnesses.
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COMMONWEALTH OF PENNSYLV.�NIA :
: SS:
COUNTY OF CUMBERLAND :
I, BA►RBARA E. LUMBY,Testa.trix, whc�se r.;��i�is�ygned to the attached or foregoing
instrument, having been duly qualified accordin� to la�v, do hereby acknowledge that I
signed and executed the instrument as my Last WiII; that I signed it willingly; and that I
signed it as my free and voluntary act for the purposes therein expressed.
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BARB�� �.L Y
Sworn or a�'f'irm� to and ac edged before me, by BARBARA E. I�UMBY, the
Testatrix,this ,s7� day of f�n�,,� ,2013. .
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COMMONWEALTH OF PENNSYLVAN�A :
; SS:
COUNTY OF CUMBERLAND :
,
We, �lorrrav ,Q. a��¢�' ,and ��fla�ol �, c�nne�/ ,the
witnesses whose names signed to the� attached or foregoing uistrument, being duly
. yualified according to law,do depose and say that we were present and saw BARBARA E.
LUMBY,sign and execute the instrument as her Last Will;that she signed willingly and that
she executed it as her free and voiuntary act for the purpases therein expressed; that each of
us, in the hearing and sight of the Testalrix signed the Will a�witnesses; and that to the best
Qf our knowledge, the Testairix was at that time �ighteen or more years of age, of sound
mind�nd under no constrairlt�r undue influence. .
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r a�rmed to subscribed to before me b. 0/?'1�� � • a �e!'
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A S S E T M A N A G E M E N T L L C
March 27,2013
Richard E. Connell �
2303 Market Street
Camp Hill, PA 17011
RE:Estate of Barbara E. Lumby
Rich,
This letter is in response to your inquiry as to the accounts Barbara lumby held with our office and the
details of those accounts. Below I have answered your questions in bullet point form according to your
original request. .
��. The registered owner on her accounts was only Barbara E. Lumby.She did not own part of a
� � y � joint account at the time of her death.
�.: 2. Her IRA account was established on 11/27/2006. Her individual account was established on
9/18/2007.
3. There was never a change of ownership on either of these accounts.
4. The accounts did not return an interest rate,rather they were comprised of securities yielding
dividends,capital gains and an interest rate return on the bonds she owned.�
5. The date of death balance in her IRA account was$199,528.32.The closing value of her �
individual account was$33,823.55.
6. The IRA account held in her name had 2 beneficiaries listed. Each was entitled to 509�of the
assets at the time of her death.These were Toinette M Shearer and Richele Durbin.
If you have any further questions please let me know.
Thank You, '
• •,•i
. Black
525 N. 12th St., Suite 201 • Lemoyne, PA 17043
Te) 717-730-9631 • Toll-free 866-730-9630 • Fax 717-730-9635 � www.laporteam.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC(WFAFN).
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April 17,2013 -
Law Offices Ball,Murren&Connell
Attn Richard E Connell .
2303 Market St
Camp Hill PA 17011 � .
Estate of BARBARA E LUMBY
Date of Death:Feb 13,2013
SSN: 175-40-9548
Dear Sir/Madam:
In accordance with your request,the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
As per your request,there were no changes in ownership within three years prior to date of death. As of
date of dea.th,the interest rate for account ending in 1410 was 0.02%. For all other inquiries,please call
1-877-579-2667. . . �
, •
Sincer�el �
Decedent Acc t Processing
REF#: 588749
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Account Number 6100891410
Account Tit1e Barbara.E Lumb
Date O ened � 4/19/1994
Account T e Checki.n
Princi a1 Balance as of DOD $2828.50
Interest from Last Postin to DOD $ .33
Account Balance as of DOD $2828.83 � �
YTD Interest to DOD $ •52 �
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BARBARA E LUMBY
Member Since 1999 Account number ending in:1328 How to reach us
Biliing Period:01h7/i3-02/18/13 www.cittcards.com
� t-8�0-983-6453
� PO BOX 6500 SIOUX FALLS,SD 571i7-6500
Min[mum p�ynr�ent due: Account Summary
$20,Q� Previous balance $2r090.48
New balance: $�,17�.2� PaYments -$2,049.48 .
Payment due date: �3�14f13 Predits -$497.30
urchases +$1,631.55
Lat�Payrrwnt Warni�q:If we do not receive your minimum payment by the �ash advances +$0.00
date Ilsted above,you may have to pay a late fee of up to$35 and yourAPRs Fees +$0.00
may be increased up to the variable Penalty APR of 29.99q6, interest
For information a6but credit counseling s`ervices,ca111-g77-337-8187. +$0.00
New balance � - - - $1,175.25 _.
Credit Lim�t
\�� Credit limit $13,200
Includes$10,500 cash advance limtt
•................................
� ......_..
� Available credit ---••...................... -•---........
. � J� $12,024
includes$10,500 available for cash advances
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; �th Paperless,you can manage your statements online only. ���� ������������
' Then sign up for alerts to heip remind yoursetf when your payment is due. � � "�'� �IC '�`;�
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� Pojnt Balance As of 02/fl1/2Qf3
4,888 �
�� See page 3 for mo�e�n�ormation
about your rewards.
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'ADVANCES ---_.__. __......_.._....._.- .............__ .
i...........................................................25.249�6(V) ............$O'00(D)V ._....�O.O�J. ._ .•-_ ..,,,. ____ _ _..---�__
� Standard Adv w, - _ t
Your Annual Percentage Rate(APR)�s the annuai lne Ba ances foliowed by(D)are determ nedd
by(V)vary with the.market based on the Prime Rat
by the daily balance method(including cur�ent transactions). m
��/�harmacy
Account messaqes da at
You may pay all or part of your account balance at any time. However,you �� F�nd deais every y
must pay,by the payment due date,at least the minimum payment due. �itieasydeals.coml�veryday
For customers who quatify for benefo and Price Pr tection coverages or�
Price Rewind,internet Price Protecfi C;t� ���������t�
any combination of those coveragnefit and�no bene�ts wili be due under the �- � °
coverage providing the highest be
other coverages. �'���a�"�0f�'�
��coasa�t
Please be sure to pay on time.lf you su amo�yf�reno gh t me or��r qutar9ma i . . . : : :- . .
,.,,,,.,,,..:���h..�atorti�an t�3/07/2013 to
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..�.��. .r� �a �.Y'•..+.5.•!i .t�.4r •�i = •r•� .�jj,��Ki _ ',C.i••�'riv�: �• rL ��i�� , '��,.'a�r�.3••." .' �r. ,��f� ' t •4+ '�.' ' _ ��..�f 4J.
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BARBARA E LUMBY
Member 51nce 199g qcccunt number ending in:�326 Ho�v to rQach us
Bitfing Per�od;t2�t9/i2-Oi/'1B/13 wrww.citEcards.com
� . 1-800-983-6453
PO BOX 6S00 StOUX FALLS,SO 57117-5500 �
�t���'+nu� Aayr�en� due:� Accaunt Surnmary �
$31.Ota Previous balance 51r337.73
EVew �ta0ance: $2tp�t�.�#8 pa��ts -�,337.73
P��Ei'1e�t du2 d�1�£�: �2�,����3 Credits -$0.00
Purchases +$2�090.48
Late Payment V{►arninq:!f we dfl nat receive your r3nin�m�xn payme�t by the ���advances +�Q,00
date listed abwe.you may have ta pay a tate fee of up to$35 and}�our APRs F�5 +$0.00
may be increased up to the variabie Penalty AP�of 29,999�b, Interest +$0.00
�or intormation about cred�t counseiing services,cail 1-87i-337-8t87, New batene� $2�090.48
Credit Limtt
Credit limit $13,200
Includes$i0,500 cash advanca tlmit
Availabi�credit.�.-•----.......�........_.._......_....$i1�149�-
Inciudes$1D,500 available For cash�advances
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vUith Paaerless,Ya�can manage your statements anline a�ly_ .
Then sign u�for aler�s to help remind yaurse�t when your paym�r,t ts dve_ ' ''" '�"�� �-`
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. • . • . . . .. ... . .. .. . �c�aoaos,2 Paint Sa�a�tce As�f 01/O#/20'�3
. . • ' �4,�?�$ _...
, }3 5�e page 3�or mare 4n�or�ation
aaout you� rewar�ls.
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Zeigler, Wanda
From: Denise Williamson <dwilliamson @wwwpalaw.com>
Sent: Thursday, December 12, 2013 3:04 PM
To: Zeigler,Wanda
Cc: Steve Wilds
Subject: Estate of Barbara Lumby-- Estate File No.2113-00220
Hi Wanda. Please consider this email our written authorization for you to remove and destroy the IRS
Form 706 document attached to the Inheritance Tax Return filed on behalf of the above
estate. Please contact Steve Wilds or me if you have any questions. Thank you.
Denise B. Williamson, Paralegal
Wix, Wenger&Weidner, P.C.
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
(717) 234-4224 -fax
dwilliamsonpwwwpalaw.com
www.wwwpalaw.com
"CeCebrating 40 years of service in the CentraCPennsyCvania .Area."
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