HomeMy WebLinkAbout02-0448
Estate of (!) 412- Y t3-L-eN LeQ-f ( f-htJUa(
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No. -11 ..,. 01.."" "'~r
To:
Register of Wills for the
, Deceased. County of Gi.Lf}\~O in the
Social Security No. I q~ I fI. OJS?>5 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executo!'eS
in the last will of the aboveJj~:teE~~ted q /1 S- 1'70
and codicil(s) dated ~ .,
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C\,(VYl BeiZL.4-ND County, Pennsylvania, with
h~ last family or principal residence at ., 19 CoOL-i o(#~ ST eEeT
Cu...'Y\fbc:~12 COlA-IV\" y /
(list street, number and muncipality)
Decendent, then I~ years of age, died A,Pf\).... 30. ,~ 02-
at 1:-\~t::rH- .:::oCClt-T ~A-8 I AAe::tt-A-NI..(1:..S J.;~" t?'1\
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$
$
$
q-$O, ozrv
IUi.crv-e.
,
o em) (/c-c
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TeSTA- M~T" Pr12 "
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
i~ ~~~
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH O}~ PENNSYLVANIA I S'"
COUNTY OF Cu..t,.v...6e-e.LA-NO j ~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Swom to 0< afficmed and ,ub,,,ibed ~ ctee.. ~ ~
before.roe this.. 6th day of " ''LolL ~
MAY LUU~ ~
~ - ~
~
Y C LEWI :B:
i"1'l~I-13
No. ~I - 02..- '-I'If'
Estate of
MARY ELLEN LECHTHALER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 7. 2002 )9_, 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 09- 15- 1970
described therein be admitted to probate and filed of record as the last will of MARY ELLEN LECHTHALER
and Letters TESTAMENTARY
are hereby granted to LINDA LEE MOWERY AND BARBARA JEAN MACKAY
~~~~~flh t?12..~,~P~
Y C LEWI5eglster of Wills
FEES
Probate, Letters, Etc. ......... $
Short Certificates( ).......... $
~ .extra .pages .. $
icp $
5 TOTAL - $
Filed 4-7-2002
.. 'roa."iiea.' to 'barbara: 'on' 5:"'i~o2
375.00
30.00
3 00
5.00
413 . 00
ATTORNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
II \' "
.,)
", ,
z f:: ~ ,; 9- ,Wl.1 ZOo
REGISTER OF WILLS OF CO
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subs "bing witness to the will presented herewith, (each) eing duly qualified according to
law, depose(s) an (s) that present and saw
e and that signed as a witness at the
esence and (in the resence of each other) (in the presence of the
the testat , sign the sa
request of testat_ in h
other subscribing witness(es)).
(Name)
(Address)
REGISTER OF WILLS OF ~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
2. \ - 0 2. .. "'" &..\ ~
L-I/JDA Lee M 07JJ e:r<- y
9-
~"M-t6AieA
0e4tJ .M;lre JUry
,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of M~V ~ L6CHT~7Z
~
testat_ of (one of the subscribing witnesses to) the will
If&m b~6f'(1ZA ~
that WAlDA oz-ve:T<..V q #.4"'IA,/ believes the signature on the
presented herewith and
codicil
will is in the handwriting of
A.412-Y eu..-eN LeutT ~
to the best of OU IZ knowledge and belief. ~ ~
Sworn to or affirmed and subscribed before ~ ~
me this 6th day of. (Name) - (J
MAY 2002 ~ttx 0do3 Wlkf-lf'I6ForZ/:> {,A)/t"I, ft\g:ttANIC5/~/ f:/J
~tfiM,fU'(!U' ~li.Ot"6.~'1 r0 . (Add'ess)~.. .
Register L...!.f/2iLut{(L. J'~ ~i=.
(Name)
45LlleJtlCelf1 /6r j),r/t4 /J(.H/;a/Jlt'sjt;/C{ fJ,1"
, rJ
(Address)
LAST WILL AND TESTAMENT
OF
MARY ELLEN LECHTHALER
2\-02.- "\""8
I, MARY ELLEN LECHTHALER, of the Borough of New
Cumberland, County of Cumberland, and State of Pennsylvania,
being of sound mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking
and making void any former Wills or testamentary dispositions
heretofore made.
I.
I give, devise and bequeath all of my estate, real
and personal, to my husband, ROBERT A. LECHTHALER, if he survives
me by thirty (30) days.
II.
If my said husband, Robert A. Lechthaler, fails to
survive me by thirty (30) days, then I give, devise and bequeath
all of my said estate to my two daughters, LINDA LEE MOWERY and
BARBARA JEAN MACKAY, in equal shares, if both of my said
daughters have survived me by thirty (30) days.
III.
If one of my said daughters fails to survive me by
thirty (30) days and leaves issue to survive her, then one-half
of her share shall be paid to her issue and the other half to
my then surviving daughter. If my daughter who fails to survive
me by thirty (30) days leaves no issue then living, her entire
_ ,~ _ ,.., "'1 ,
shall be distributed among my then living issue, per stirpes.
IV.
I appoint my husband, ROBERT A. LECHTHALER,
Executor of this Will. If he fails to qualify or ceases to
act for any reason, I appoint my two daughters, LINDA LEE
MOWERY and BARBARA JEAN MACKAY, Co-Executors in his place. No
fiduciary acting hereunder shall be required to post bond or
enter security in any jurisdiction.
IN WITNESS WHEREOF, I, MARY ELLEN ~E HTHALER, have
hereunto set my hand and seal this ~day of ~~
(
1970.
)J!1rr ~~{f1~,;t0/ (SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by the
Testatrix above named, as and for her Last Will and Testament,
and in the presencecr us, who in her presence, at her request
and in the presence of each other, have hereunto set our names
as witnesses.
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..Dee e t's Complete Address:
SlREET~ 719 Coolid e Street
CITY
New Cumberland
STATE P A
ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
31,819
1. 591
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
1,591
TotallnteresVPenalty (0 + E) (3)
4. If Una 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
o
30,228
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
30,228
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 ofthe property transferred; ............ ............................ 0 !ZI
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . ... 0 !ZI
c. retain a revernionary interest; or .......................................................0 !ZI
d. receive the promise for life of either payments, benefits or care? ............................... 0 !ZI
2. If death occurred after December 12, 1982, did decedent transfer property w~hin one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 lliI
3. Did decedent own an "In trust for" or payable upon death bank account or security at his or her death? . . . .. 0 iii
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................... iii 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
lklder perahies rJ perjury, I decln that I have exanined this reI\In. induding a::comp~ng schedules.m slatements, .m to the best rJ my l<r1o>Medge.m belief. rt is true. cooed.m complete.
Dedlration rJ prepa-er c/her Iha1 the personal representative is based on all information rJ wtich preperer has "in/ l<r1o>Medge.
RE OF PERSON RESPONSIB F I RETURN ! DATE
17050-6810
DATE
Finanical Services, Inc., 400 Bridge St, Ste 4, New Cumb PA 17070
F dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[7 P.S. ~9116 la) (1.1)(1)).
For dates of death on or after January 1. 1995, the tax rate imposed on the net value oftransfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot 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
if the surviving spouse is the oniy 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 twenty-()ne years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent ofthe child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 PS. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116Ia)ll.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.
STFPA42021F.2
'y REV-1;' EX... (1-97) (I)
f ..
1
f
SCHEDULE A
REAL ESTATE
C_ONWEAlTH OF PENNSYlVANVI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mary Ellen Lechthaler 21.02.0448
AII..., property owned solely or as a tenant in common must be reported at fair mar1<el yalue. Fair mar1<el value is defined as the price aI which property....~ beexcha1ged between a
>>illing buyer and a \WIilg seller, neither being compelled 10 buy or sell, both having reasonable _ge ci the relevlllt facts. Real property which is joinUy-owned with right of survivorship
must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
House - 719 Coolidge Street, New Cumberland PA
See Attached Market Valuation Report
137,900
STFPA42021F.3
TOTAL (Also enter on line 1, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same Slze)
137,900
J )
REV.15Q3 EX + (1-97) (I)
-,' tr. II
COMMOHMALTli Of PENNSYlVANiI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Mary Ellen Lechthaler
All property joinUy-owned with the right of survivCHShip must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
FILE NUMBER
21.02.0448
1.
U S Savings Bonds
VALUE AT DATE
OF DEATH
91,746
STFPA42021F.4
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
91,746
T )
REV-1:iQ4 EX +)1-97) (I)
J j ;rr f _
CCt.lMONWEAlTH OF PENNSvtVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
Mary Ellen Lechthaler
FILE NUMBER
21.02.0448
Schedule C-l or C-2 (i1cIuding all supporting informatioo) roo~ be attached for each dosely-t>;d c:orpoortionJpa1nership interest ri the decedent, _than a sole-proprietorship.
See instructioos for the supporting information to be siAlmilted for soIe-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
STFPA42021F.5
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert addnlonal sheets of the same size)
-- -.-- - ---.-- ------.-
j )
J' REV-1 ~ EX + (1:97) (I)
~,.. .
, SCHEDULE C-1
,
CCMMO~TH OF PENNSYLVANIA CLOSELY-HELD CORPORATE
INHERITANCE TAX RETURN STOCK INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mary Ellen Lechthaler 21.02.0448
1. Name 01 Corporation Non e State 01 IncOl]loration
Address Date 01 Incorporation
City State Zip Code Total Number of Shareholders
2. Federal Employer 1.0. Number Business Reporting Year
3. Type 01 Business ProducUService
4. TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE
STOCK VOOng I Non- VOOng SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK
Com mon $
Preferred $
Pro.;de all rights and restrictions pertaining to each class 01 stock.
5. Was the decedent employed by the Corporation? DYes DNo
If yes, Position Annual Salary $ Time Devoted to Business
6. Was the Corporation indebted to the decedent? DYes DNo
If yes, pro.;de amount 01 indebtedness $
7. Was there life insurance payable to the corporation upon the death 01 the decedent? DYes DNo
II yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
8. Did the decedent sell or transler stock of this company within one year prior to death or within two years ilthe date 01 death was prior to 12-31-82?
DYes DNo If yes, DTransfer DSale Number of Shares
Transferee or Purchaser Consideration $ Date
Attach a sepcr-ate sheet for ooditiooal tralsfers cnj/or sales.
9. Was there a written shareholder's agreement in eIIect at the time 01 the decedent's death? DYes DNo
If yes, pro.;de a copy 01 the agreement.
10. Was the decedent's stock sold? DYes DNo
II yes, pro.;de a copy 01 the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death? DYes DNo
II yes, provide a breakdown 01 distributions received by the estate, including dates and amounts received.
12. Did the corporation have an interest in other corporations or partnerships? DYes DNo
If yes, report the necessary infonnation on a separate sheet, including a Scheduie C-l or C-2 for each interest.
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's stock.
B. Complete copies of financial statements or Federal Corporate Income Tax retums (Fonn 1120) for the year of death and 4 preceding years.
C. If the corporation owned real estate, submit a list showing the compiete address/es and estimated fair market value/s. If real estate appraisals have been
secured, attach copies.
D. List 01 principal stockholders at the date 01 death, number 01 shares held and their relationship to the decedent.
E. List olofficers, their salaries, bonuses and any other benefits received from the corporation.
F. Statement 01 di.;dends paid each year. List those declared and unpaid.
G. Any other infonnation relating to the valuation of the decedent's stock.
STFPM2021F,6
, )
REV-1506 EX + (1-97) (I)
Ji ~, r - .
CWMON\\tAlJH OF PENNSYLVANLo\
INHEFUWlCE TAX RETURN
RESIOENT OECEOENT
SCHEDULE C-2
PARTNERSHIP
INFORMATION REPORT
ESTATE OF
Mary Ellen Lechthaler
1. Name of Partnership None
Address
City
2. Federal Employer 1.0. Number
3. Type of Business
4. Decedent was a 0 General
FILE NUMBER
21. 02. 0448
Date Business Commenced
Business Reporting Year
Stale
Zip Code
ProducUSef\ice
o limited partner. If decedent was a limited partner. provide initial investment $
5. PERCENT OF PERCENT OF BALANCE OF
PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT
A.
B.
C.
D.
6. Value of the decedent's interest $
7. Was the Partnership indebted to the decedent? DYes DNo
If yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent? DYes DNo
W yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
g. D;d the decedent sell or transfer an interest in tIlis partnership within one year prior 10 death or within two years if the date of deatl1 was prior to 12-31-82?
DYes DNo If yes, o Transfer o Sale Percentage transferred/sold
Transferee or Purchaser Consideration $ Date
III\acl1 a separ"'e sr.et mr addmoo~ transf"" a-dla sales.
10. Was there a written partnefOhip agreement in eIIect at the time of the decedent's deatl1? DYes DNo
If yes, provide a copy of the agreement.
11. Was the decedent's partnership interest sold? Dyes DNo
If yes, provide a copy of the agreement of sale, etc.
12. Was the partnership dissolved or liquidated after the decedent's death? DYes DNo
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any 01 the partners? DYes DNo Ilyes, elCPiain
14. [);d the partnership have an interest in other corporations or partnerships? DYes DNo
W yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years.
C. if tile partnership owned real estate, submit a list showing the complete address/es and estimated fair market valuels. If real estate appraisals have been
secured, attach copies.
D. Any other information relating to the valuation of the decedent's partnership interest.
SlFPA42021F,7
)
REV~1~ EX + (1-97) (I)
f I ~, ,
COMM~LTH OF PENNSYLI/ANVI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Mary Ellen Lechthaler
All property joinUy-owned with the nght of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. None
FILE NUMBER
21.02.0448
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 4. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
SlF PA42021F.8
)
_ l. REY-15tJ EX + 11-97) (I)
l .. I ,
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT OECEOEN1
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Mary Ellen Lechthaler
FILE NUMBER
21.02.0448
Include the proceeds ci I!~ati", a1d the date the proceeds were received by the estate. All property joinUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Bank Account Number 51.4003.7203 4,043
2. PNC Bank Account Number 51.3015.8781 192,497
3. 1992 Chrysler Title Number 45391516603 2,900
(Per Attached Bill of Sale)
4. Personal Property - Per attached valuation 4,187
(Valuation based upon IRS/Salvation Army Valuations)
TOTAL (Also enter on line 5, Recapituiation) $
(If more space IS needed, insert additional sheets of the same size)
203,627
STFPA42021F.9
)
, J. REV-1~EX+(1-97)(I)
.,. .
COf.I>40NValTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Mary Ellen Lechthaler
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVMNG JOINT TENANT(S) NAME
A. None
B.
c.
JOINTLY-OWNED PROPERTY:
ADDRESS
FILE NUMBER
21.02.0448
RELATIONSHIP TO DECEDENT
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Irdt.de rane of fincrrial instilltion 800 baA<. accoLrt n.ntler or sirTilar idertifyillJ rmDer. DATE OF DEATH DEWS VALUE OF
NUMBER TENANT JOINT Atta:::hdeed'orjoir1ly-heldrealestale. VALUE Of ASSET INTEREST DECEDENTS INTEREST
1. A.
TOTAL (Also enter on line 6, Recapitulation) $
STFPA42021F10
(If more space is needed, Insert additional sheets of the same size)
)
i REV-151M EX + ,(1-97) (I)
... .
CCt.!MON\\EAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
ESTATE OF
Mary Ellen Lechthaler
FILE NUMBER
21.02.0448
This schedu~ roost be completed lIld filed W the lIlswer to "'Y of questions 1lhroogh 4 on the rev"", s~e of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM II'QL[E ll-E r-w.1E OF T1-E 1RAI'.5FEREE, Tl-EIR RElATlON)HP TO DECEDENT AtO ll-E DATE DATE OF DEATH DECO'S EXCLUSION TAXABlE VALUE
NUMBER OF lRM5FER ATTAOiA COPY OF Tl-E DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IFAPPIJCABlE)
1. ITT/Hartford Putnam Capital Manager 247,784 100 247,784
(Based upon guaranteed death benefit)
2 . Scudder IRA Account # 100075906 43,931 100 43,931
TOTAL (Also enter on line 7, Recapitulation) $ 291. 715
(If more space is needed, insert addrtional sheets of the same size)
STFPA42021F,11
)
I REV-15\i1 EX "'J1..Q7) (I)
., .
00f.I>10N~lTH OF PENNSYl\l\NVI
INHERrrANCE TAX RETURN
RESlOENT OECEOENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mary Ellen Lechthaler
FILE NUMBER
21.02.0448
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home, New Cumberland, PA 7,328
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Ccmmissions
Name of Personal Representaive(s)
Social Seaxily Nt.mber(s) I EIN Nt.mber of Personal Rep<esen!lijve(s)
SlreetAddress
City S1ale Zip
Year(s) COOlmission Paid:
2. Attorney Fees
3. Family Exempti,'" (~deoedenfs address is not the sane as dailmfs, _ """I"""ion)
Claimant
Street Address
City S1ale Zip
R~ationship of Claimant to Decedent
4. Probate Fees 413
5. Accoontall's Fees 9,750
6. Tax Return Preparer's Fees
7. Food Costs 289
TOTAL (Also enter on line 9, Recapitulation) $ 17 780
(If more space is needed, insert additional sheets of the same size)
STFPA42021F12
)
i REV.15'i EX + (1-97) (I)
. ,. .
COMMONWEALTH OF PENNSYLVANl4
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Mary Ellen Lechthaler
FILE NUMBER
21.02.0448
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
2.
3.
4 .
5.
PA Open MRI
Quantum Imaging
Smith Radiology INC
Holy Spirit Hospital
Patriot News
38
13
22
25
23
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of tile same size)
121
STF PA42021 F.13
)
J REV-15'1iEX+(S-QO)
. ,.
CCt.lMONWEAlTH OF PENNSYlVAN~
INHERITANCE TAX RETURN
RESIDENT OECEOENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Mary Ellen Lechthaler
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Linda Lee Mowery
1. 6203 Wallingford Way
Mechanicsburg, PA 17055
2. Barbara Jean MacKay
456 Woodcrest Drive
Mechanicsburg, PA 17050
FILE NUMBER
21.02 0448
RELATIONSHIP TO DECEDENT
Do Not List Trustee(sl
Daughter
Daughter
AMOUNT OR SHARE
OF ESTATE
50
50
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.14
-
.
'I. REV-151i EX + (1-97) (I)
, .,- .
, , SCHEDULE K
LIFE ESTATE, ANNUITY
CCIofMONWEAlTH OF PENNSYlVANIA & TERM CERTAIN
INHERITANCE TAX RETURN
RESlOENT DECEOENT (Check Box 4 on Rev-1500 Cover Sheet)
ESTATE OF FILE NUMBER
Mary Ellen Lechthaler 21.02.0448
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death
prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
o Will o Intervivos Deed of Trust o Other
LIFE ESTATE INTEREST CALCULATION
NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS
LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE
None OUfeor OTerm o!Years
OLi!eor OTerm 01 Years
o Life or OTerm 01 Years
OLi!eor OTerm o!Years
1. Value of fund from which life estate is payable $
2. Actuarial factor per appropriate table
Interest table rate - 031/2% 06% 010% o Variable Rate %
3. Value of life estate (Line 1 multiplied by Line 2) $
ANNUITY INTEREST CALCULATION
NAME(S) OF NEAREST AGE AT TERM OF YEARS
ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE
OUfe or OTerm o!Years
OUfeor OTerm otYears
OUfe or OTerm 01 Years
OUfeor OTerm o!Years
1. Value of fund from which annuity is payable $
2. Check appropriate block below and enter corresponding (number)
Frequency of payout- OWeekly (52) OBi-weekly (26) o Monthly (12)
o Quarterly (4) o Semi-annually (2) o Annually (1) o Other ( )
3. Amount of payout per period $
4. Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate 031/2% 06% 010% o Variable Rate %
6. Adjustment Factor (see instructions)
7. Value of annuity -If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 4 x Line 5 x Line 6 $
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3 $
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on
Schedules A through G of this tax return. The resulting life or amuity interest(s) should be reported at the appropriate tax rate on Lines 13,
15,16 and 17.
(If more space is needed. insert additional sheets o! the same size)
STFPA42021F.15
.
. REV-1&fJ EX + (9-00)
, . ,
SCHEDULE M
FUTURE INTEREST COMPROMISE
COMMONWfAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(Check Box 4a on Rev-1500 Cover Sheet)
ESTATE OF FilE NUMBER
Mary Ellen Lechthaler 21.02.0448
This schedule is appropriate only for estates of decedents dying after December 12,1982.
This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest ~ts in possession and enjoyment
cannot be established with certainty.
Indicate below the type of instrument which created the future interest and attach a copy to the tax return.
o Will o Trust o Other
I. BenefICiaries
NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO
NEAREST BIRTHDAY
i.None
2.
3.
4.
5.
IL Fordeoedents dyng on or after July 1. 1994, ~ a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months
of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such
withdrawal right.
0 Unlimited right of withdrawal 0 Limited right of withdrawal
Ul Explanation of Compromise Offer:
Iv. Summary of Compromise Offer:
1. Amount of Future Interest. . . . . . . . . . ........ ...... .... ........... $
2. Value of Line 1 exempt from tax as amount passing to charities, etc.
(also include as part of total shown on Line 13 of Cover Sheet) ........... $
3. Value of Line 1 passing to spouse at appropriate tax rate
Check One 06%, 03%, 00% ... ..... ...... ... $
(also include as part of total shown on Line 15 of Cover Sheet)
4. Value of Line 1 taxable at lineal rate
Check One 06%, 04.5%. ......... .. $
(also include as part of total shown on Line 16 of Cover Sheet)
5 Value of Line 1 Taxable at sibling rate (12%)
(also include as part of total shown on Line 17 of Cover Sheet) .. ......... $
6. Value of Line 1 Taxable at collateral rate (15%)
(also include as part of total shown on Line 18 of Cover Sheet) ......... .. $
7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . ............... $
(If more space is needed, insert additional sheets of the same size)
SlFPA42021F16
.( REV.1~ EX :.J1-97) (I)
COMMONWEALTH OF PENNSYl\fAN~
INHERITANCE TAX REWRN
RESIDENT DECEDENT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF filE NUMBER
Mary Ellen Lechthaler 21.02.0448
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113 (A) 01 the Inheritance & Estate Tax Act
II t/le election applies to more than one trust or similar arrangement, a separate lorm must be filed for each trust.
This election applies to t/le Trust (marital, residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar arrangement meets the requirements 01 Section 9113 (A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value 01 the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's pelSonal representative may speciflcally identify the \rosl (an or a fractional portion or percentage) to be included in the election to have such trust
or similar property treated as a taxable transfer in this estate. If less than the entire value of t/le trust or similar property is included as a taxable Iransfer on Schedule
0, the personal representative shall be considered to have made lhe election only as \0 a fraction 01 the trust or similar arrangement. The numenator 01 Ihis fraction is
equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value 01 the trust or similar
arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
~SCRIpnON VALLE
None
Part A Total $
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made.
~oc.RIP1\ON VAllE
Part B Total $
(If more space is needed, insert addnional sheets of the same size)
SlF PA42021 F.17
L
.
f'
Form , 706 United States Estate (and Generation-Skipping
(Ae.... November 2001) Transfer) Tax Return
Estate of a citizen or resident of the United Slat.. (see separate Instructions). OM B No. 1545-0015
Department 01 the Treasury To be tiled for decedents dying aftar December 31,2000, and before January 1, 2002.
Internal Revenue Service For Paperwork Redu<:tlon Act Notice, see page 26 of the separate in.truelloD..
~ 1. Decedent's tirst name and middle initial (and maiden name, if any) 1b Decedent's lasl name i' Decedenl's Social Security No.
. MARY ELLEN LECHTHALER 196-14-2551
. .. Legal residence (domicile) 81 time 01 death (county, stale. and 3b Year domicile established 1~ 6 D;~ ~ ;r~ 925 . Date of death
d NEW cC'UM~ERLANB 04/30/2002
. PA
pM .. Name of executor (see page 4 01 the instructions) 6b Executor's address (number and street including apartmenl or suite no. or rural
3~ BARBARA JEAN MACKAY route: city, town. or post of lice: state: and ZIP code)
r n
t d .. Executor's social security number (see page 4 01 the instructions) 456 WOODCREST DRIVE
1E 175-40-5115 MECHANICSBURG PA 17055
X 7. Name and location of court where will was probated or estate administered r1b Case number
.
. CUMBERLAND CTY. CARLISLE PA 21020448
u
t 8 If decedent died testate, check here ~ ~ and attach a certilied copy of the willi 9 If Form 4768 is attached, check here ~D
0 10 If Schedule R-l is attached, check here ~D
r
1 Total gross estate less exclusion (from Part 5, Recapitulation, page 3, item 12) 1 724,970
2 Total allowable deductions (from Part 5, Recapitulation, page 3. item 23). . . . 2 17 901
3 Taxable estale (subtract line 2 from line 1) ................. . 3 707.069
4 Adjusted taxable gifts (total taxable gifts (within the meaning of section 2503) made by the decedent
after December 31, 1976, other than gifts that are includible in decedent's gross estate (section 2001(b)) 4
5 Add lines 3 and 4 . . . . . . _ . . . _. _ . _ _ _ _ . ... - . . . . . . . - . . . 5 707,069
6 Tentative tax on the amount on line 5 from Table A on page 12 of the instructions . . 6 232.416
7a If line 5 exceeds $10.000,000, enter the lesser 01 line 5 or $17,184,000. If .1 73 I
line 5 is $10,000,000 or (ess. skip lines 7a and 7b and enter -0- on line 7c.
b Subtract $10,000,000 from line 7a -' . - - .1 7b
. Enter 5% (.05) of line 7b ................. . 7. 0
8 Total tentative tax (add lines 6 and 7c) .......... . 8 232 416
9 Total gift tax payable with respect to gifts made by the decedent after December 31, 1976. Include gift
T taxes by the decedent's spouse for such spouse's share of split gifts (section 2513) only if the decedent
a
. was the donor of these gifts and they are includible in the decedent's gross estate (see instructions) . .- 9
C 10 Gross estate tax (subtract line 9 from line 8). . . . . . . . . . . . . . . . . ... . ........ . 10 232 416
Po 11 Maximum unified credit (applicable credit amount) against estate tax. . 11 345 800
an
r p 12 Adjustment to unified credit (applicable credit amount). (This adjustment
1 u
21 may not exceed $6,000. See page 4 of the instructions.). . . . . . . . 12
3 13 Allowable unified credit (applicabfe credit amount) (subtract line 12 from line 11) 13 345 800
t .......... .
i 14 Subtract line 13 from line 10 (but do not enter less than zero) ........ . .......... . 14
0
n 15 Credit for state death taxes. Do not enter more than line 14. Figure the credit by using the amount on
line 3 less $60,000. See Table B in the instructions and attach credit evidence (see instructions) 15
16 Subtract line 151romline 14. . . .. .. . . . . . . . . . . . . . .. . ......... . 16
17 Credit lor Federal gift taxes on pre-1977 gilts (section 2012) (attach computation) 17
18 Credit lor foreign death taxes (Irom Schedule(s) PI. (At1ach Form(s) 70S-CE.) 18
19 Credit for tax on prior transfers (from Schedule Q) . 19
20 Tota/ (add iines 17,16, and 19) ................ . 20
21 Net estate tax (subtract line 20 from line 16) . . . . . . . . . . . . . . . 21
22 Generation-skipping transfer taxes (from Schedule A, Part 2, line 10) .... . 22
23 Tala/transfer taxes (add lines 21 and 22) ........... . : :1' ~4'1' 23
24 Prior payments. Explain in an attached statement . . . . . . . .
25 United States Treasury bonds redeemed in payment of estate tax 25 1
26 Total (add lines 24 and 25) . . . . . . . . . . . . . . . . . 26
27 Balance due (or overpayment) (subtract line 26 trom line 23) 27
Under penalties 01 perjury. I declare that! have examined lhis return, including accompanying schedules and stalements, and to the besl 01 my knowledge and bellel,
11' e._ con9ct, and complete. Oeclar~tion- rep rer other tha~ ~ecuto: is .based on all inlormation of which preparer has any knowledge
- ~ . /")'). ~-O-'--
tfutr
FRANK KELL
Signature of preparer 0
EEA
{ A400
Y' NEW
BRIDGE STREET, SUITE #4
CUMBERLAND PA 17070
Address (and ZIP code)
/-}l-']..c-oY
tLL--.__...~~
Date
.
.
Form ~06 (Rev. 11-01)
Estate of: MARY ELLEN LECHTHALER
Part 3 - Elections by the Executor
196-14-2551
Please check the "Yes" or "No" box for each question. (See instructions beginning on page 5.) Yes No
1 Do you elect alternate valuation? 1 X
2 Do you elect special use valuation? . . . X
If "Yes," you must complete and attach Schedule A-1. 2 .
3 Do you elect to pay the taxes in installments as described in section 6166? X
If "Yes," you must attach the additional information described on page 8 of the instructions. 3 ......
4 Do you elect to postpone the part of the taxes attributable to a reversionary or remainder interest as described in
section 6163? . . - - 4 X
Part 4 _ Generallnfonnation (Note: Please attach the necessary supplemental documents. You must attach the death certificate.)
(See instructions on page 9.)
Authorization to receive ccnfidential tax information under Regs. sec. 601.504(b)(2)(i); to act as the estate's representative before the IRS; and to make
written or oral presentations on behalf of the estate if return prepared by an attorney, accountant, or enrolled agent for the executor:
Name of representative (print or type) State Address (number, street. and room or suite no., city, state, and ZIP code)
FRANK H KELLY EA PA 00 BRIDGE ST ST 4 NEW CUMBERLAND PA
I declare that I am the 0 attorney! 0 certified public accoun1anll ~ enrolled agent (you must check the applicable box) for the executor and prepared
1his relurn lor the executor. I am not under suspension or disbarment Irom practice before fhe Infernal Revenue Service and am qua)jljed to practice in
the stale shown above
~.
170
CAF number
260518301
certificate number authority (attach a copy of the death certificate to t s return).
06484 CARLA J DENTE MD
2 e edent's business or occupation. If retired, check here .,.. 0 and state decedent's former business or occupation.
HO EWIFE
3 Marital status of the decedent at time of death:
o Married
11<< Widow or widower - Name. SSN, and date of death of deceased spouse ~
ROBERT LECHTHALER 209128032 02141998
o Single
o Legally separated
o Divorced-Date divorce decree became final ...
4a Surviving spouse's name
NA
5 Individuals (other than the surviving slX>use), trusts, or other estates who receive benefits from the estate (do not include charitable beneffciaries
shown in Schedule 0) (see instructions). For Privacy Act Notice (applicabJe to individual beneficiaries only), see the Instructions for Form 1040.
elephone number
717-7747536
4b Social security number
4c Amount received(see page 9 of fhe instructions)
Name of individual, lrust, or estate receiving $5,000 or mote
BARBARA JEAN MACKAY
LINDA LEE MOWERY
Identifying number
194-42-8970
175-40-5115
Relationship to decedent
Amount (see instructions)
DAUGHTER
DAUGHTER
1-
All unascertainable beneficiaries and those who receive less than $5,000
............... ~
Total. . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -
Please check the I'Ves" or "No" box for each question.
6 Does the gross estate contain any section 2044 property (qualified terminable interest property (QTlP) from a prior gift or
estate) (see page 9 of the instructions)? .................... . . . . . . . . . . . . . . . . .
(continued on next page) EEA
Yes No
X
Page 2
.
.
,
Form ~06 (Rev. 11-01J1lARY ELLEN LECHTHALER
196-14-2551
check the "Yes" o.r "No" box for each question.
aveFederalgifttaxreturnseverbeenfiled? . . . . . . . . . . . . . . . . . . . . . . . .
Yes," please attach copies of the returns. if available, and furnish the following infonnation:
(5) covered 7c Internal Revenue office(s) where filed
Yes
No
X
ns r 'ryes" to any of questions 8.16, you must attach additional infonnation as described in the instructions.
Was there any insurance on the decedent's life that is not included on the return as part of the gross estate? . . . . . X
Old the decedent own any insurance on the life of another that ;s not included in the gross estate? . . . . . . . . . . X
Did the decedent at the lime of death own any property as a joint tenant with right of survivorship in which (a) one or more
of Ihe other joint tenants was someone other than the decedent's spouse, and (bl less Ihan Ihe full value of the property ;s
included on the return as part of the gross estale? If "Yes," you must complele and attach Schedule E . . . _ . . . _ . . X
10 Did the decedent, at the time of death, own any interest in a partnership or unincorporated business or any stock In an inactive
or closely held corporation? . . . . . . . _ . . . . _ . . . . _ . . . . _ . . . . . . . . . . . . . . . _ . . . . . . . X
11 Did Ihe decedenl make any transfer described In section 2035. 2036. 2037. or 2038 (see the Instructions for Schedule G
beginning on page 11 of these para Ie instructions)? If "Yes," you must complete and attach Sch eduleG _ . _ . _ _ . . X
12 Were there in existence at the time of the decedent's death:
a Any trusts created by the decedent during his or her lifetime? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
b Any trusts not created by the decedent under which the decedent possessed any power, beneficial interest, or trusteeship? X
13 Did the decedent ever possess. exercise, or release any general power of appointment? If .Ves," you must complete and attach Schedule H . . . . X
14 Was the marital deduction computed under the lranSilional rule of Public Law 97-34, section 403(e)(3) (Economic Recovery Tax Act 01 1981)? ... X
If "Yes," attach a separate computation of the marital deduction, enter the amount on item 20 of the Recapitulation, and note
on item 20 "computation attached,"
15 Was the decedent, immediately before death, receiving an annuity described in the I'General" paragraph of the instructions
for Schedule I? If "Yes." you must complete and attach Schedule I . . . . . . . . _ . . . . . . . . . _ . . . . . . . . . . X
16 Was the decedent ever the beneficiary of a trust for which a deduction was claimed by the estate of a pre-deceased spouse
under section 2056(b)(7) and which is nol reported on this relum? If "Yes," affach an explanalion ... _ . . . . _ . . . . X
Part 5 - Recapitulation
Item Gross estate Alternate value Value at date Qf death
number
1 Schedule A - Real Estate ... . ... . 1 137 900
2 Schedule B - Stocks and Bonds ... . 2 135 659
3 Schedule C - Mortgages, NOles, and Cash 3
4 Schedule D - Insurance on the Decedent's Life (attach Form(s) 712) 4
5 Schedule E - Jointly Owned Property (attach Form(5) 712 for life insurance). 5
6 Schedule F - Other Miscellaneous Property (atlach FQrm<s) 712 lor Nle insurance) 6 203 627
7 Schedule G - Transfers During Decedent's Life (at1. Form(s) 71210r life insurance) 7
8 Schedule H - Powers of Appointment . . 8
9 Schedule I - Annuities ................. . 9 247 784
10 Totai gross estate (add items 1 through 9) ....... . . . 10 724 970
11 Schedule U - Qualified Conservation Easement Exclusion . . 11
12 Total gross estate less exclusion (subtract item 11 from item 10), Enter here
and on line 1 of Part 2. Tax Computation '" . ..... . ....... . 12 724.970
Item
number Deductions Amount
13 Schedule J . Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims 13 17,780
14 ' Schedule K - Debts of the Decedenl 14 121
15 Schedule K - Mortgages and Liens 15
16 Total of ilems 13 through 15 ... . 16 17,901
-
17 Allowable amount of deductions from item 16 (see the instructions for item 17 of the Recapitulation) . 17 17,901
18 Schedule L - Net Losses During Administration . . . . . . . . . . . . . . . . . 18
19 Schedule L - Expenses Incurred in Administering Property Not Subject to Claims -~~
20 Schedule M - Bequests, elc., to Surviving Spouse ...... . 20
--
21 Schedule 0 - Charitable, Public. and Similar Gifts and Bequests .~'~
22 Schedule T - Qualified Family-Owned Business Interest Deduction 22 .
23 Total allowable deductions (add items 17 through 22). Enter here and on line 2 of the Tax Computation 23 17 901
Page 3
EEA
.
Form 7,06 (Rev. 1 Hl1)
Estateof: MARY ELLEN LECHTHALER 196-14-2551
SCHEDULE A - Real Estate
. For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.
. Real estate that is part of a sole proprietorship should be shown on Schedule F.
. Real estate that is included in the gross estate under section 2035, 2036, 2037, or 2036 should be shown on
Schedule G.
. Real estate that is included in the gross estate under section 2041 should be shown on Schedule H.
. If you elect section 2032A valuation, you must complete Schedule A and Schedule A-1.
Item
number
Description
Alternate
valuation date
Alternalevalue
Value al date of Oeath
1 1I0USE - 719 COOLIDGE ST NEW CUMBERLAND I
SEE ATTACHED APPRAISAL
137,900
Total from continuation schedules or additional sheets attached to this schedule .
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at Item 1.). . . . . . . . .
I
13 7 900
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(See the instructions.)
EEA
Schedule A
.
Form 706 (Rev. 11-01)
Decedent'. Social Security Number
Estate ofMARy ELLEN LECHTHALER
SCHEDULE A-1 - Section 2032A Valuation
196-14-2551
Part 1. Type of Election (Before making an election, see the checklist on page 7.):
o Protective election (Regulations section 20.2032A -S(b)). Complete Part 2, line 1, and column A of lines 3 and 4. (See instructions.)
o Regular election. Complele all of Part 2 (inciuding line 11, if applicable) and Part 3. (See instructions.)
Before completing Schedule A-I, see the checklist on page 7 for the information and documents that must be included to make
a valid election.
The election is not valid unless the agreement (i.e., Part 3 - Agreement to Special Valuation Under Section 2032A) -
. Is signed by each and every qualified heir with an interest in the specially valued property, and
. Is attached to this return when it is filed.
Part 2.
1
Notice of Election (Regulations section 20.2032A-8(a)(3))
Note: All real property entered on lines 2 and 3 must also be entered on Schedules A, E, F, G, or H, as applicable.
Qualified use - check one ... 0 Farm used for farming, or
.... 0 Trade or business other than farming
2 Real property used in a qualified use, passing to qualified heirs, and to be specially valued on this Form 706.
A B C 0
Schedule and item number Full value Adjusted value (with section Value based on qualified use
from Form 706 (without section 2032A(b)(3)(B) 2032A(b)(3)(B) (without section 2032A(b)(3)(B)
adjustment) adjustment) adjustment)
Totals ............. . -I
Attach a legal description of all property listed on line 2.
Attach copies of appraisals show;ng the column B values for all property listed on line 2.
3
Real property used in a qualified use, passing to qualified heirs, but not specially valued on this Form 706.
Schedule an:item number Full ~alue Adjusted valu~ (w~h section I
from Form 706 (without section 2032A(b)(3)(B) 2032A(b)(3)(B)
adjustment) adjustment)
o
Value based on qualified use
(without section 2032A(b)(3)(B)
adjustment)
---t---
Totals _. _ . _ . . . . . . . . .1 I _--.l________
If you Checked "Regular election," you must attach copies of appraisals showing the column B values for all property listed on line 3.
(continued on next page) EEA Schedule A-1
.
Form 706 (Rev. 11-(1) MARY ELLEN LECHTHALER
4 Personal property used in a qualified use and passing to qualified heirs.
A B
Adjusted value (wtth
Schedule and item section 2032A(b)(3)(B)
number from Form 706 ad'ustment
196-14-2551
A (continued)
Schedule and item
number from Form 706
"Subtotal" from Col. 6, below left
B (continued)
Adjusted value (wtth
section 2032A(b)(3)(6)
ad'ustment
~I
Total adjusted value
5 Enter the value of the total gross estate as adjusted under section 2032A(b)(3)(A). ..
6 Attach a description of the method used to determine the special value based on qualified use.
7 Did the decedent and/or a member of his or her family own all property listed on line 2 for at least 5 of the
8 years immediately preceding the date of the decedent's death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0 Ves ~ No
8 Were there any periods during the 8-year period preceding the date of the decedent's death during which
the decedent or a member of his or her family:
a Did not own the property listed on line 2 above? . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did not use the property listed on line 2 above in a qualified use? ..................
c Did not materially participate in the operation of the farm or other business within the meaning of section
2032A(e)(6)? ......................................................
If "Yes" to any of the above, you must attach a statement listing the periods. If applicable, describe whether the exceptions of
sections 2032A(b)(4) or (S) are met.
9 Attach affidavits describing the activities constituting material participation and the identity and relationship to the
decedent of the material participants.
10 Persons holding interests. Enter the requested information for each party who received any interest in the specially valued property.
(Each of the qualfied heirs receiving an interest in the property must sign the agreement, and the agreement must be filed
with this return.)
tf!es No
.. X
.. X
. X
Name Address
A
6
C
--
0
E
F
G
H
Identifying number Relationship to decedent Fair market value Special use value
A
B
C
0
E
F
~-
G
~-
H
You must attach a computation of the GST tax savings attributable to direcl skips for each pers<:on listed above who is a skip person. (See instructions.)
11 Woodlands election. Check here ... 0 if you wish to make a woodlands election as described in section 2032A(e)(13). Enter the
Schedule and item numbers from Form 706 of the property for which you are making this election ...
You must attach a statement explaining why you are entitled to make this election. The IRS may issue regulations that require sT)Ore---
information to substantiate this election. You will be notified by the IRS if you must supply further information.
Schedule A-1 EEA
.
I .
Form 7j)6 (Rev. 11-01)
Part 3. Agreement to Special Valuation Under Section 2032A
Estate of:
MARY ELLEN LECHTHALER
There cannot be a valid election unless:
. The agreement is executed by each and every one of the qualified heirs, and
. The agreement is included with the estate tax return when the estate tax return is filed.
We (list all qualified heirs and other persons having an interest in the property required to sign this agreement)
NONE
Decedent's Social Security Number
196-14-2551
being all the quaiilied heirs and
being all other parties having interests in the property which is qualified real property and which is valued under section 2032A of the
Internal Revenue Code, do hereby approve of the election made by BARBARA JEAN MACKAY
Executor/Administrator of the estate of MARY ELLEN LECHTHALER
pursuant to section 2032A to value said property on the basis of the qualified use to which the property is devoted and do hereby enter
into this agreement pursuant to section 2032A(d).
The undersigned agree and consent to the application ot subsection (c) of section 2032A of the Code with respect to all the property
described on line 2 of Part 2 of Schedule A-1 of Form 706, attached to this agreement. More specifically, the undersigned heirs expressly
agree and consent to personal liability under subsection (c) of 2032A for the additional estate and GST taxes imposed by that subsection
with respect to their respective interests in the above-described property in the event of certain early dispositions of the property or early
cessation of the qualffied use of the property. It is understood that if a qualified heir disposes of any interest in qualified real property to
any member of his or her family, such member may thereafter be treated as the qualified heir with respect to such interest upon filing a
Form 706-A and a new agreement.
The undersigned interested parties Who are not qualified heirs consent to the collection of any additional estate and GST taxes imposed
under section 2032A(c) of the Code from the specially valued property.
If there is a disposition of any interest which passes, or has passed to him or her I or if there is a cessation of the qualified use of any
specially valued property which passes or passed to him or her, each of the undersigned heirs agrees to file a Form T06-A, United States
Additional Estate Tax Return, and pay any additional estate and GST taxes due within 6 months of the disposition or cessation.
It is understood by all interested parties that this agreement is a condition precedent to the election of special use valuation under section
2032A of the Code and must be executed by every interested party even though that person may not have received the estate (or GST)
tax benefits or be in possession of such property.
Each of the undersigned understands that by making this erection, a lien will be created and recorded pursuant to section 63248 of the
Code on the property referred to in this agreement for the adjusted tax differences with respect to the estate as defined in section
2032A(c)(2)(C).
As the interested parties, the undersigned designate the following individual as their agent for all dealings with the Internal Revenue Service
concerning the continued qualification of the specially valued property under section 2032A of the Code and on all issues regarding the
special lien under section 63248. The agent is authorized to act for the parties with respect to all dealings with the Service on matters
affecting the qualified real property described earlier. This authority includes the following:
. To receive confidential information on all matters relating to continued qualification under section 2032A of the specially valued
real property and on all matters relating to the special lien arising under section 63246.
. To furnish the Internal Revenue Service with any requested information concerning the property.
. To notify the Internal Revenue Service of any disposition or cessation of qualified use of any part of the property.
. To receive, but not to endorse and collect, checks in payment of any refund of Internal Revenue taxes, penalties, or interest.
. To execute waivers (including offers of waivers) of restrictions on assessment or collection of deficiencies in tax and waivers of
notice of disallowance of a claim for credit or refund.
. To execute closing agreements under section 7121.
(continued on next page)
EEA
Schedule A-1
.
..
Form ?06 (Rev. 11-01)
Part 3. Agreement to Special Valuation Under Section 2032A (Continued)
Estate of:
MARY ELLEN LECHTHALER
Decedent's Social Security Number
196-14-2551
. Other acts (specify) ~
By signing this agreement, the agent agrees to provide the Internal Revenue Service with any requested infonnation concerning this property
and to notify the Internal Revenue Service of any disposition or cessation of the qualified use of any part of this property.
400 BRIDGE STREET, SUI
NEW CUMBERLAND FA 1707
Address
FRANK KELLY
Name of Agent
Signature
The property to which this agreement relates is listed in Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return,
and in the Notice of Election, along with its fair market value according to section 2031 of the Code and its special use value according
to section 2032A The name, address, social security number, and interest (including the value) of each of the undersigned in this property
are as set forth in the attached Notice of Election.
IN WITNESS WHEREOF, the undersigned have hereunto set their hands at
this
day of
SIGNATURES OF EACH OF THE QUALIFIED HEIRS:
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of Qualified hejr
Signature of qualified heir
Signature of qualified heir
Signature of qualified heir
Signature of other interested parties
Signature of other interested parties
Schedule A-1
EEA
, ,
Form 7.06 (Rev.11-01)
Estate of: MARY ELLEN LECHTHALER
196-14-2551
SCHEDULE B - Stocks and Bonds
(For joinlly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.)
Item
number
Description including face amDunt of bonds or number of shares and par
value where needed for identificalion. Gi....e 9-digil CUSIP number
Alternate value
Alternate
valuation date
Unit value
CUSJP number
1
o 4.30.02
SAVINGS BONDS
ATTACHED LISTING OF
2 CUDDER FUNDS TOTAL RET
1566.917 SHARES OF THE
3 SCUDDER FUNDS BLUE CHIP
1760.023 SHARES OF THE
15.28
UND
4 SCUDDER TECHNOLOGY FUND
359.34 SHARES OF THE TE
9.165
S
Total from continuation schedules (or additional sheets) attached to this schedule
-
[
TOTAL. (Also enter on Part 5, Recapitulation, page 3. at item 2.). . . . . . . . . . . . . . . . . .1
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule B are in the separate instructions.) EEA
Value at dale of death
91,746
13,718
26,902
3,293
135 ,659
Schedule B
.
Form 7P6 (Rev. 11-01)
Estate of: MARY ELLEN LECHTHALER
196-14-2551
SCHEDULE C - Mortgages, Notes, and Cash
(For jointly owned property that must be disclosed on Schedule E, see the instructions tor Schedule E.)
/lem
number
Alternate
valuation aate
Description
Allernale value
1 ~ONE
Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. (Also enter on Part 5, Recaprtulation, page 3, at item 3.). . . . . . . . . . . . . . . . . .
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule C are in the separate instructions.) EEA
Value al date of death
Schedule C
. .
Form J:06 (Rev. 11-01)
Estate of: MARY ELLEN LECHTHALER
SCHEDULE D . Insurance on the Decedent's Life
You must list all policies on the life of the decedent and attach a Form 712 for each policy.
196-14-2551
Item Alternate Alternate value Value at dale of death
number Description valuation date
1 iNONE
,
Total from continuation schedules (or additional sheets) attached to this schedule ....... .
I
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at nem 4.). . . . . . _ . . . . . . . . . . .
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule 0 are in the separate instructions.) EEA
Schedule 0
.
Form 1:06 (Rev. 11-01)
Estate of: MARY ELLEN LECHTHALER 196 -14 - 2551
SCHEDULE E - Jointly Owned Property
(If you elect section 2032A valuation, you must complete Schedule E and Schedule A-1.)
PART 1. - Qualified Joint Interests - Interests Held by the Decedent and His or Her Spouse as the Only Joint Tenants
(Section 2040(b)(2))
Item Description Alternate
number For securities, give CUSIP number. valuation date Alternate value Value al date 01 death
1 ~ONE
Total from continuation schedules (or additional sheets) attached to this schedule.
1a Totals - . . . .1 1a
1b Amounts included in gross estate (one-half of line 1a) .1 1b
PART 2. - All Other Joint Interests
2a State the name and address of each surviving co-tenant. If there are more than three surviving co-tenants, fist the additional co-tenants
on an attached sheet
Name Address (number and street, city. stale, and ZIP code)
A. NONE
B.
C.
Item Enter Description Percentage lncludible Includible value at
number letter for (including alternate valuation date if any) For includible alternate value date of death
co-tenant securities nive CUSI? number
,
Total from continuation schedules (or additional sheets) attached to this schedule.
2b Total other joint interests .
3 Total includible j oint interests (add lines 1 band 2b). Also enter on Part 5, Recapitulation,
page 3, at item 5 .
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule K are in the separate instructions.) EEA
Schedule E
.
Form 7,06 (Rev. 11-01)
Estate 01: MARY ELLEN LECHTHALER 196-14-2551
SCHEDULE F - Other Miscellaneous Property Not Reportable Under Any Other Schedule
(For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.)
(If you elect section 2032A valuation, you must complete Schedule F and SChedule A-I.)
1 Did the decedent at the time of death own any articles of artistic or collectible value in excess of $3,000 or any Yes No
collections whose artistic or collectible value combined at date of death exceeded $10,000? . . . . . . . . . . ....... . X
If "Yes," submit lull details on this schedule and attach appraisals. >, >{
2 Has the decedent's estate, spouse, or any other person, received (or will receive) any bonus or award as a result
at the decedent's employment or death? .................... . .............. . ....... . X
If "Ves," submit full details on this schedule. .......
3 Did the decedent at the time of death have, or have access to, a safe deposit box? ............. . ........ . X
If "Yes, II state location, and if held in joint names of decedent and another, state name and relationship of joint .....
depositor. PNC BANK NA
NEW CUMBERLAND, PA
If any of the contents of the safe deposit box are omitted from the schedules in this return, explain fully why
omitted. NONE
.
Item Description Alternate AJlernate value Value at date oj death
number For securities, give CUSIP number valuation date
1 PNC BANK ACCOUNT NUMBER 51.4003.7203 4,043
2 PNC BANK NA ACCOUNT NUMBER 51.3015.878 192,497
3 1992 CHRYSLER AUTOMOBILE 2,900
iBASED UPON SALE - SEE ATTAHCED
4 PERSONAL PROPERTY - BASED UPON THE FMV VAL""+ 4,187
~S ESTABLISHED BY THE IRS/SALVATION ARJI Y'S NON-TN OF
pONATE PROPERTY
Total from continuation schedules {or additional sheets) attached to this schedule ........ .
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item 6.), , . , . , , . , . . . . . . . . . I 203 627
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule F are in the separate instructions.) EEA
Schedule F
,
Form7p6(Rev.11-01)
Estate of: MARY ELLEN LECHTHALER
SCHEDULE G . Transfers During Decedent's Life
(/f you elect sect/on 2032A valuation, you must complete Schedule G and Schedule A-1.)
196-14-2551
flem Description Alternate
number For securities. give CUSIP number valualion date Alternale value Value at date 01 death
A. Gift tax paid by the decedent or the estate for all gifts made by
the decedent or his or her spouse within 3 years before the
decedent's death (section 2035(b)) ............. . ..... . X X X X X
B. Transfers includible under section 2035(a), 2036, 2037, or 2038:
1 NONE
Total from continuation schedules (or additional sheets) attached to this schedule . . . . . . . .
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item 7.). . . . . . . . . ....... . .1
Item Alternate
number Description valuation date Alternate value Value at date of death
,
Total from continuation schedules (or additional sheets) attached to this schedule . . . . . . . . .
SCHEDULE H . Powers of Appointment
(Include "5 and 5 lapsing" powers (section 2041 (b)(2)) held by the decedent.)
(If you elect section 2032A valuation, you must complete Schedule H and Scheduie A.1.)
TOTAL, (Also enter on Part 5, Recapitulation, page 3, at item 8.). . . . . . , . . . . . . . . . . .
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedules G and H are in the separate instructions.) EEA Schedules G and H
.
.
Fonn 7P6 (Rev. 7-99)
Es_ of: MARY ELLEN LECHTHALER
SCHEDULE G - Transfers During Decedent's Life
(If you elect section 2032A valuation, you must complete Schedule G and Schedule A-1.)
196-14-2551
Item Description Alternate T
number For securities, give CUSIP number valuation date I Alternate value Value at dale of death
,
A. Gift tax paid by the decedent or the estate for all gifts made by
the decedent or his or her spouse within 3 years before the
decedent's death (section 2035(b)) ............. . ..... . X X X X X
B. Transfers includible under section 2035(a), 2036. 2037. or 2038:
I
Total from continuation schedules (or additional sheets) attached to this schedule ........ .
TOTAL. (Also enter on Part 5. Recapitulation, page 3, at item 7.). . . . . . . . . ........ .
SCHEDULE H - Powers of Appointment
(Include "5 and 5 lapsing" powers (section 2041 (b)(2)) held by the decedent.)
(If you elect section 2032A valuation, you must complete Schedule H and Schedule A-1.)
Item Alternate
number Description valuation date Alternate value Value at date of death
1 N'ONE
I
Total from continuation schedules (or additional sheets) attached to this schedule ........ .
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at Item 8.). . . . . . . . . ........ .
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedules G and H are in the separate instructions.) EEA Schedules G and H
.
Form 706 (Rev. 11-01)
Estate of: MARY ELLEN LECHTHALER
196-14-2551
SCHEDULE I - Annuities
Note: Generally, no exclusion is allowed for the estates of decedents dying after December 31, 1984 (see page 14 of the instructions)
A Are you excluding from the decedent's gross estate the value of a lump-sum distribution described in section 2039(1)(2)
(as in effect before its repeal by the Deficit Reduction Act of 1984)? ........................
If "Yes, H you must attach the information required by the instructions.
Yes
No
X
l1em
number
Description
Show the entire value 01 the annuity before any exclusions
Alternate
valuation dale
Includible
alternate value
Includible
value at dale 01 death
1 ITT/HARTFORD PURNAM CAPITAL MANAGER
VALUATION BASED UPON HTE GUARANTEED DEA"H BENEFI"
247,784
Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item g.). . . . . . . . .
247 784
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
Schedule I EEA (The instructions to Schedule I are in the separate instructions.)
Note: Do not list on this schedule expenses of adminstering prope
for Schedule L.
If executor's commissions, attorney fees, etc., are claimed and allowe eduction for estate tax purposes, they are not
allowable as a deduction in computing the taxa~e income of the estate for Fed al income tax purposes. They are allowable as
an income tax deduction on Form 1041 if a waiver is filed to waive the deduction on Form 706 (see the Form 1041 instructions).
196-14-2551
Adminstering Property Subject to Claims
claims. For those expenses, see the instructions
I
Item
number
Description
Expense amount
Total amount
A. Funeral expenses:
1 PARTHEMORE FUNERAL HOME
2
3
4
7,328
Total funeral expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . ....
7 328
B. Administration expenses:
1 Executor's commissions. amount estimated/agreed upon/paid. (Strike out the words that do not
apply.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Attorney fees - amount estimated/agreed upon/paid. (Strike out the words that do not apply.)
3 Accountant fees - amount estimated/agreed upon/paid. (Strike out the words that do not apply.)
9 750
4 Miscellaneous expenses:
1 PROBATE FEES 413
FOOD 289
Expense amount
702
2
3
4
5
6
7
8
Total miscellaneous expenses from continuation schedules (or additional sheets)
attached to this schedule . . . . . . .
Total miscellaneous expenses .........................
. . . . . . . . ~
702
TOTAL. (Also enter on Part 5, Recapitulation, page 3. at item 13.) . . . . . . . . . . . . . . . . . . . . . . . . . ~
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(See the separate instructions to Schedule J.) EEA
17 780
Schedule J
.
Form 7p6 (Rev. 11-01)
Estate of: MARY ELLEN LECHTHALER
SCHEDULE K - Debts of the Decedent, and Mortgages and Liens
196-14-2551
Item Debls of the Decedent - Creditor and nature of claim, ". Amount claimed as
number allowable death taxes Amount unpaid to dale Amount in contest a deduction
1 SEE ATTACHED STATEMENT 121
i
i
Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item 14.) 121
lIem
Mortgages and Liens - Description Amount
number
Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. (Also enter on Part 5, Recapttulation, page 3, at item 15.)
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(The instructions to Schedule K are in the separate instructions.) EEA
Schedule K
.
Form 700 (Rev. 11-01)
Estate of:MARY ELLEN LECHTHALER
SCHEDULE U. Qualified Conservation Easement Exclusion
196-14-2551
Part 1 - Ejection
Note: The executor is deemed to have made the election under section 2031 (c)(6) if he or she files Schedule U and excludes any
qualifying conselVation easements from the gross estate.
Part 2 - General Qualifications
1 Describe the land subject to the qualified conservation easement (see separate instructions)
NONE
2 Did the decedent or a member of the decedent's family own the land described aoove during the 3-year
period ending on the date of the decedent's death? . . . . _ . . . _ . _ _ _ . . . . . . . . . . . _ _ _ . . . . . . _ .0 Yes Il!I No
3 Describe the conservation easement with regard to which the exclusion is being claimed (see separate instructions).
Part 3 - Computation of Exclusion
4 Estate tax value of the land subject to the qualified conservation easement (see separate ,
instructions) 4
5 Date of death value of any easements granted prior to decedent's
death and included on line 10 below (see instructions) 5
6 Add lines 4 and 5 . - . 6
7 Value of retained development rights on the land (see instructions) 7
6 Subtract line 7 from line 6 . - - 8
9 Multiply line 8 by 30% (.30) 9
10 Value of qualified conservation easement for which the exclusion is
being claimed (see instructions) 10 '
Note: If line 10 is less than line 9, continue with line 11. If line 10
is equal to or more than line 9, skip lines 11 through 13, enter ".40"
on line 14, and complete the schedule.
11 Divide line 10 by line 8. Figure to 3 decimal places (e.g., .123) . . - 11
If line 11 is equal to or less than .100, stop here; the estate does
not qualify for the conservation easement exclusion.
12 Subtract line 11 from .300. Enter the answer in hundredths by rounding
any thousandths up to the next higher hundredth (i.e., .030 = .03; but
.031 = .04) 12
13 Multiply line 12 by 2 13
14 Subtract line 13 from .40 - - 14 0.40
15 Deduction under section 2055(f) for the conservation easement (see
separate instructions) . - . 15
16 Amount of indebtedness on the land (see separate instructions) 16
17 Total reductions in value (add lines 7,15, and 16) 17
18 Net value of land (subtract line 17 from line 4) . . .J!.
.-
19 Multiply line 18 by line 14 .~
""-
20 Enter the smaller of line 19 or the exclusion limitation (see instructions). Also enter this amount
on item 11, Part 5, Recapitulation, Page 3 . 20 I
-
Schedule U
EEA
I REV-151~2 EX + (1-97)(1)
. .
, .
COIoIIt()II'MALTH OF PENtlSYI.\l\N1A
INHERITANCE TAX RETURN
RESIDENT DfCEDfNT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Mary Ellen Lechthaler
FILE NUMBER
21.02.0448
Includo .....m_ medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
2.
3.
4 .
5.
PA Open MRI
Quantum Imaging
Smith Radiology INC
Holy Spirit Hospital
Patriot News
38
13
22
25
23
TOTAL (Also enter on line 10, Recapttulation) $
(If more space is needed, insert addttional sheets of the same size)
121
STFPA42021F.13
H10,).8Il5 REV'=)Il!(;
This is to certifY that the information here given is correctly copied from an original certificate of dearh duly filed with me as
Local Reg.isrrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
8205484
No.
/'7 ~9:'.' .-:.f-/
,,,<;.;;,-,,,,./ /' ( ') ,"}...{.<1_6'.-e/P-p-
Local Registrar ()
Fee for this certificate, $2,00
p
HAY 0 1 2002
Date
143A.w2I17
COMMONWEALTH OF PENNSYLVANIA - OEPARTMENT OF HEALTH. VITAL RECORoS
CERTIFICATE OF DEATH
NAlr.IE OF OE.CEOENTIF~.. Mod<M. ~"'l
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STMt:fHji."1J"'8E~
socr....l seCURlT'l' NUI,/&E:R
DJtTcOFOEJt1)oj,Mcm/Jo.~.'Nli
I. Mary Ellen
AQI; Il.... 8o<1I>o8~1 UNOtA 1 YEAA
...... -
Lechthaler
., female ., 196 - 14 - 2555
., April 30, 2002
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KINO OF 8USlNESSIlNDIJSTAV
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Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
"
No, 2002-00448 PA No, 21-02-0448
ESTATE OF LECHTHALER MARY ELLEN
\LAbL, ~LKbl, MLUUL~i
Late of
NEW CUMBERLAND BOROUGH
CUMI:l~KLANU CUUN'l r ,
WHEREAS, on the 7th
~ted September 15th 1970
bs admitted to probate as
I
Deceased
Social Security No, 196-14-2555
day of May
2002 an instrument
the last will of LECHTHALER MARY ELLEN
(LAbl, ~LKbL, MLUUL~)
te of NEW CUMBERLAND BOROUGH CUMBERLAND County, who died on the
Oth day of April 2002 and,
WHEREAS, a true copy of the will as probated is annexed hereto,
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
e County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
at I have this day granted Letters TESTAMENTARY
MACKAY BARBARA JEAN and MOWERY LINDA LEE
o have duly qualified as Executor (rix)
d have agreed to administer the estate according to law, all of which fully
pears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
LISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
my Office the 7th day
I have hereunto set my hand and affixed the seal
of May
2002.
~ t1 dI-,,~ ffl' (!tJ .-tff li/-jfi)<r'J
eg er OJ: 1 S
* *NOTE* * ALl, NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
"_4-;~_,~~~,"",,,,~~"',~"'~'; "
, .
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LAST Wn.L AND TESTAMENT
OF
MARY ELLEN LECHTHALER
2.\-0.2.- "''''8
I, MARY ELLEN LECHTHALER, of the Borough of New
Cumberland, County of Cumberland, and State of Pennsylvania,
being of sound mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking
and making void any former Wills or testamentary dispositions
heretofore made.
I.
I give, devise and bequeath all of my estate, real
and personal, to my husband, ROBERT A. LECHTHALER, if he survives
me by thirty (30) days.
II.
If my said husband, Robert A. Lechthaler, fails to
survive me by thirty (30) days, then I give, devise and bequeath
all of my said estate to my two daughters, LINDA LEE MOWERY and
BARBARA JEAN MACKAY, in equal shares, if both of my said
daughters have survived me by thirty (30) days.
III.
~
If one of my said daughters fails to survive me by
thirty (30) days and leaves issue to survive her, then one-half
of her share shall be paid to her issue and the other half to
my then surviving daughter. If my daughter who fails to survive
me by thirty (30) days leaves no issue then living, her entire
share shall be paid to my surviving daughter. If neither
daughter survives me by thirty (30) days, then my entire estate
-
,
...'
shall be distributed among my then living issue, per stirpes.
IV.
I appoint my husband, ROBERT A. LECHTHALER,
Executor of this Will. If he fails to qualify or ceases to
act for any reason, I appoint my two daughters, LINDA LEE
MOWERY and BARBARA JEAN MACKAY, Co-Executors in his place. No
fiduciary acting hereunder shall be required to post bond or
enter security in any jurisdiction.
1970.
IN WITNESS WHEREOF. I, MARY ELLEN ~E THALER, have
my hand and seal this ~day of -;;;;:"/""..1>,,
(
hereunto set
-\ ~b -;.0.. ~/
/?l~r t:11';:'clkiit{~r (SEAL)
SIGNED, SEALED. PUBLISHED and DECLARED by the
Testatrix above named. as and for her Last Will and Testament,
and in the presence a us, who in her presence, at her request
and in the presence of each other, have hereunto set our nameSL__
as witnesses.
~..I -;;~J~-
1W1.tness - .
~~~~~~~/?
Address
l Ul' (2AhQu Q(1Jd ~. Q.
tcrdress -
- ;7.... 'l^ 'e{' '~IG
Wl.Eness ,
.
The Homestead Group, Inc.
presents ...
A Comoetitive Market Analvsis
To establish the top market value of
7 ('i ~ Coolidge Street
Prepared specially for
Robert S. & Barbara J. MacKay
I ''1'2l5 Coolidge Street
Analysis prepared by
Jeffrey Smith
The Homestead Group
763-7500
Market study and statistics prepared June 14, 2002
Competitive Analysis and Marketing Plan
Date: June 14, 2002
To:
From:
Re:
Robert S. & Barbara 1. MacKay
Jeffrey Smith
Competitive Market Analysis
I know that your house is probably the most valuable possession that you have.
In fact, many of the people 1 serve have only the equity in their property to see them through
their retirement years. With this in mind, I wish to thank you for placing your trust in me to help
you through the process.
My first goal is to help you set a list price that represents top market value, without going so
high that it does not sell at all. This can only be accomplished by thoroughly understanding the
market. To help you in this regard, you will find a detailed market analysis attached. It has
been painstakingly prepared to ensure that you feel comfortable and confident as we proceed to
reach this important first goal.
Additionally, you will fmd significant information that will help you feel confident that you are
being represented by a sales associate and company that is second to none.
I welcome the opportunity to serve you, and invite you to contact me with any questions you
may have, should they arise now, or during the marketing process.
Sincerely,
Jeffrey Smith
I
I
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Preparing Your Home for Showing
With buyers, first impressions count. A small investment in time and money wil1 give your home an edge
over other listings in the area when the time comes to show it to a prospective buyer.
Here are some suggestions that will help you to get top market value:
General Maintenance
-Oil squeaky doors
-Tighten doorknobs
-Replace burned out lights
-Clean and repair windows
-Touch up chipped paint
-Repair cracked plaster
-Repair leWcing taps and toilets
Curb Appeal
-Cut lawns
-Trim shrubs and lawns
-Weed and edge gardens
-Pick up any litter
-Clear walk and driveway ofleaves
-Repair gutters and eaves
-Touch up exterior paint
Spic and Span
-Shampoo carpets
-Clean washer, dryer, and tubs
-Clean furnace
-Clean fudge and stove
-Clean and freshen bathrooms
Tbe Buvin2.Atmospbere
-Be absent during showings
-Turn on al1lights
-Light fireplace
-Open drapes in the day time
-Play quiet background music
-Keep pets outdoors
The First Impression
-Clean and tidy entrance
-Functional doorbell
-Polish door hardware
The Spacious Look
-Clear stairs and halls
-Store excess furniture
-Clear counters and stove
-Make closets neat and tidy
I
I
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Marketing Plan
We are commited to offer the highest standards of professional service to all our
customers. To assure you that your property is marketed to its fullest potential and to
obtain the highest possible market value, the following will be completed.
Prepare CMA to establish fair market value
Prepare and sign listing contract
Send listing contract to MLS board
Place 'For Sale' sign on property
Place lock box on property, if needed
NotifY the Top 100 Agents of this new listing
Schedule property for office tour
Schedule property for MLS tour
Mail 'Just Listed' flyers to neighborhood
Place 'Open House' ad in local paper
Phone all potential buyers with details of listing
Hold open houses
Arrange showings for other agents
Contact you regularly with verbal progress reports
Prepare and deliver Marketing Service report to owner
Review marketing activities with owner
Pre-qualifY potential buyers
Present and discuss all offers on property with owner
Negotiate the transaction with other agent
Finalize the sales contract
Confirm that all contingencies on sales contract are completed
Finalize the closing
Arrange for relocation agent, if required
Arrange for moving company
Other services...
I
I
.
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Market Analysis Explanation
The correct selling price of a home is the highest price the market will bear. To assist you
in detennining the correct asking price we have provided you with a comprehensive
market analysis of comparable properties that have been recently offered for sale in your
neighborhood.
This analysis is based strictly on homes that can be considered similar to yours, and has
been specially prepared for you over the last few days.
This 'Comprehensive' property analysis is divided into four categories:
1. Similar properties that are currently listed
2. Similar properties that have recently sold
3. Similar properties that have sales pending
4. Similar properties that failed to sell
By carefully studying the comparable property locations, features, and the terms under
which they are offered, we can develop a clear picture of the potential market for your
property.
By looking at the properties currently listed, we can see exactly what alternatives a serious
buyer has to choose from. We can be certain that we are not under pricing the property.
By looking at similar properties recently sold, we can see what homeowners have actually
received over the last few months. This is the acid test that is used by lending institutions
to determine how much they will be willing to lend a buyer for your home.
While we naturally want top market value for the home, we can agree that there's a point
where the price would be too high. By looking at homes that didn't sell, we can accurately
determine that price point and be careful not to get too close to it. By doing our homework
diligently, we can get maximum dollars in a reasonably short period of time.
I
II
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Comparable Properties
Subject Property
Address ~ Lot size Stvle
26CoolidgeStreet 1,582.31 SF,CapeCod
Address
2813 Chestnul SI
369 PaItAve
700 Linwood SI
3000 Yale Ave
Address
4 HaIdennan Court
22 Ardmore Cir
I
SoFt
1,440
1,025
1,405
1,774
~
1,164
1,939
I!!! Bathrm Parkin List Price Sale Price SlSoFt DOM
3-4 I Carport
Sold Listings
Lot size Stvle I!!! Bathrm Parkin!!
48X 140 SingleFamIDetIC. 3 210 PvdDr"O
7Ox147><7 Single FamIDetIC. 2 I/O
80 X 146 Single FamlDet/fr 3 II] Del,1 Car
Single FamIDetIC. 3 210 Atl,2 Car
List Price
$] 34,900
$116,900
$129,900
$139,900
Sale Price ~
$133,000 92.36
$117,500 114.63
$131,500 93.59
$139,900 78.86
DOM
5
12
10
24
Average: $130,400 $130,475 94.86---rr
Pending Listings
Lot size Stvle Bed Bathrm Parkin!!
Single FarnIDet/Ra 3 2/0 I Car Gar
Single FamJDetlSp 4 2/1 All, I Car
List Price
$129,876
$139,900
Sale Price S/SoFt DOM
I
15
----s
Averale: $]34,888
I
Competitive Analysis and Marketing Plan
Comparable Homes Recently Sold
$93.68
$92.36
5
56
48 X 140
2/0
lace
$114.05
$114.63
12
7Ox147x70x150
1/0
Address: 700 Linwood St
Area: 6
Style: Single FamIDetlTradit,Cap
List Price: $129,900 $/Sqft:
Sale Price: $131,500 S/Sqft:
Sale Date: 12/28/1901 DOM:
Tues: $1,624 Age:
Square Ft: 1405 Lot Size: 80 X 146
Bedrooms: 3 Baths: 1/1
Parking: Det,1 Car Gar, Levels: 1.5
Features: Cool:Cent Air, HeatForced Air, Gas, BsmtExt Acc,Full,Pa,
Fp:l
Comments: Lovely Stone Cape Cod On Large Level Lot In Popular Manor Section. Bay Window & Fireplace In
Living Room. Formal Dining RID, Florida Rm, Porch, Breezeway Between House & Garage. Level Level Rec Rm.
Quiet Street WINo Neighbors Behind. Replacement Windows Throughout 1,400 Square Feet.
AmenitP PI oun Public Trans rtation Ext-FeatExistin Storm Windw Existin Storm 000* Free
$92.46
$93.59
10
Competitive Analysis and Marketing Plan
Comparable Homes Recently Sold
Address: 3000 Yale Ave
Area: 6
Style: Single F amIDetICape Cod
List Price: $139,900 $/Sqft:
Sale Price: $139,900 $/Sqft:
Sale Date: 02/15/1902 DOM:
Tues: $1,935 Age:
Square Ft: 1774 Lot Size:
Bedrooms: 3 Baths: 2/0
Parking: Att,2 Car Gar Levels: 1.5
Features: CooI:Ceiling Fan, Wal, Heat:Zoned,Hot Water,
Bsmt:Full,Part Fin
Comments: Lovely Cape Cod In Camp Hill Boro With The Rare 2-Car Garage. Breezeway & Pond. Pristine
Condition. New Windows & E1eetric Service. Kitchen & Roof Recent Updates As Well. Ext-FeatPorch,Patio,Deck
Walk-In Closets S Ii t,AII Window Tre*int-Feat
$78.86
$78.86
24
Competitive Analysis and Marketing Plan
Comparable Homes with Sales Pending
Address: 4 Halderman Court
Area: 6
Style: Single F amlDetJRanch
List Price: $129,876 S1Sqft:
Sale Price: S1Sqft:
Sale Date: DOM:
Taxes: $1,650 Age:
Square Ft: 1164 Lot Size:
Bedrooms: 3 Baths: 2/0
Parking: I Car Gar Levds: 1.0
Features: Wtrfr:Pond, CooI:Cent Air, HeatCent Heat,Oil, BsmtExt
Acc,Full,In, Fp: I
Comments: Solid Brick Ranch With 2 Bedrooms And A Full Bath On The Main Level And Another Full Bath
And Bedroom In The Finished Lower Level. Located On A Cul-De-Sac. Many Appliances And Hardwood Floors In
Most Of Main Level. Fireplace In Living Room Nice Back Yard. Ext-FeatExisting Storm Windw,Existing Storm
000* Washer Conneetion lee. er Connectionint-Feat:
Address: 22 Ardmore Or
Area: 6/Drexe1 Hills
Style: Single FamlDetlSp Lvi
List Price: $139,900 S1Sqft:
Sale Price: S1Sqft:
Sale Date: DOM:
Taxes: $1,594 Age:
Square Ft: 1939 Lot Size:
Bedrooms: 4 Baths: 2/1
Parking: Att,I Car Gar Levds: 3.0
Features: Cool:Cent Air, HeatForced Air,Oil, BsmtExt Acc,Part, Fp: I
$U1.58
$0.00
I
61
$12.15
$0.00
15
Comments: Great Home In Popular Drexel Hills Development. 4 Br, 2.5 Bath Split Level Boasts New Windows,
Central Air, Pool, Deck & Kitchen. Oversized I-Car Garage, Oil Heat, Attic Fan & Numerous Ceiling Fans Round
Out This Nicely Landscaped Home. Hurry!! Call Today To Arrange A Private Showing. Seller Is
Amenit:Park,PI ound,Pool,Sho in ibr* Ext-Feat:Deck,Above ound PooI,Landsca
Competitive Analysis and Mtrketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Comparable Sales
Adjusted for Property Differences
Address 26 Coolidge 2813 Chestnut 369 Park Ave 700 Linwood JOOOValeAve
Street St St
Sauare feet 1582 1440 1.025 1405 1774
Lot size .31 48 X 140 Ox 147x7Ox15( 80 X 146
Style SF, Cape Cod Single Single Single Single
FamIDetICape FamIDetICape FamJDetJTradit, FamlDetJCape
Cod Cod CaD Cod
Bedrooms 3-4 3 2 3 3
Baths I 2/0 1/0 1/1 2/0
Parking Carport PvdDr"On Det, 1 Car Gar, Att,2 Car Gar
Street
Comments
List Price li134,900 $116,900 $129,900 li139900
Sold Price $133000 S117.500 $131.500 S139-9OO
Adjusted Basement 2nd Sloly Florida Room Cooling
Features and -$1,500 $5,000 -$500 $2,000
Amounts
Parking Parking Basement Basement
$1500 $1 500 -$1 000 -$1,000
Lot Square Footage Parking PArking
$2 000 $11 000 -$1500 -$2,500
Sqaure Footage Bedrooms Square Footage Square Footage
$2 840 $1 500 $3 540 -$3,840
Baths Baths Baths
-$1,000 -$500 -$1,000
Adjustments
Totals
$3,840
$19,000
$40
-$6,340
Adjusted
Sale Price
$136,840
$136,500
$131,540
$133,560
I
I
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Adjustment Notes
2813 Chestnut St
Total Adjust.: $3,840
Feature: Basement Amount: -$1500
Notes: Unfinished vs. Partially Finished
Feature: Parking Amount: $1,500
Notes: Carport vs. Driveway
Feature: Lot Amount: $2.000
Notes: .31 Acre Comer Lot vs. .17 Acre Lot
Feature: Sqaure Footage
Notes: 1,582 SF vs. 1,440 SF
Feature: Baths
Notes: I Bathroom vs. 2 Bathrooms
Amount: $2,840
Amount: -$ 1. 000
369 Park Ave
Total Adjust.: $19,000
Feature: 2nd Story
Notes: Finished vs. Unfinished
Feature: Parking
Notes: Carport vs. Driveway
Feature: Square Footage
Notes: 1,582 SF vs. 1,025 SF
Feature: Bedrooms
Notes: 3-4 Bedrooms vs. 2 Bedrooms
Amount: $5,000
Amount: $1,500
Amount: $11,000
Amount: $1,500
700 Linwood St
Total Adjust.: $40
Feature: Florida Room Amount: -$500
Notes: Comparable home has a Florida Room.
Feature: Basement Amount: -$1,000
Notes: Unfinished vs. Partially Finished
Feature: Parking Amount: -$1,500
Notes: Carport vs. 1 Car Garage
Feature: Square Footage Amount: $3,540
Notes: 1,582 SF vs. 1,405 SF
Feature: Baths
Notes: 1 Bathroom vs. 1.5 Bathrooms
Amount: -$500
3000 Y ale Ave
I
I
.
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
Total Adjust.: -$6,340
Feature: Cooling
Notes: Central Air vs. Ceiling Fans
Feature: Basement AmoURt: -$1,000
Notes: Unfinished vs. Partially Finished
Feature: PArking AmoURt: -$2,500
Notes: Carport vs. 2 CM GMage
Feature: Square Footage AmoURt: -$3,840
Notes: 1,582 SF vs. 1,774 SF
AmoURt: $2,000
Feature: Baths AmoURt: -$1,000
Notes: 1 Bathroom vs. 2 Bathrooms
I I
Competitive Analysis and Marketing Plan
Prepared for Robert S. & Barbara J. MacKay
by Jeffrey Smith
OURCO~TMENTTOYOU
1) ACCURATE EVALUATION
The correct selling price of a home is the highest price that the market will bear. To assist you in
detennining the correct asking price we provide you with a comprehensive market analysis of comparable
properties sold and offered for sale in your neighborhood.
2) PROFESSIONAL ADVICE
We will advise you of any necessary repair and how you may best prepare your home for showing. You
will be kept up to date on the state of the market, the sale of similar properties and any other factors
which may affect the progress of the sale.
3) PROMOTION OF YOUR HOME TO OTHER REALTORS
The major selling points of your home will be distributed to other real estate firms throughout the
community.
4) SIGNAGE
The highly respected Homestead Group advertises your property 24 hours a day both by a yard sign and
internet exposure.
5) NOTIFY PURCHASERS
We will use our advanced computer system to identifY people who have been looking for homes in your
neighbourhood. They will be contacted and given the details of your property.
6) OPEN HOUSES
If appropriate, open houses will be arranged and held during reasonable hours.
7) ADVERTISING
We will advertise your home in appropriate publications and communicate our results to you. See sample
adertising schedule.
8) PROGRESS REPORT
Every step in the sales effort will be documented. Our Progress Report will keep you up to date.
I
I
.
I
Competitive Analysis and Marketing Plan
I
Price Recommendation
The recommended list price is based on comparable properties currently listed and recently
listed in your area. Current market conditions are prime and I believe your home could be
successfully marketed and sold within 30 days. See attached Supply and Demand
Analysis.
Recommended Price Range
$135,900-$139,900
Please note that there are currently no properties for sale that are in direct competition with
your home. Also, there are no properties comparable to your home that have failed to sell
within the last year.
A home priced at market value will attract more buyers than a home priced above market
value. Also consider that a home priced competitively will attract a greater number of
potential buyers and increase your chances for a quick sale.
I look forward to working together with you to get your home sold as soon as possible.
Jeffrey Smith
The Homestead Group
763-7500
I
I
.
.
L-t:::C~p'a1-atl vV~~\~t ~n'ysts"'1s~t ~rt.....C--.' Page:
Pending Single Family-Detached Listings
1
J6/14/,02 11:52
S List No Address Price L-Ofc AR OffMktDt MT BR Styl Ref#
-------- ------------------------ -------- ------ --------
U 10078152 4 HALDERMAN COUR 129876 THOMP 6 04/15/02 1 3 RAN* 1
U 10079087 1549 BRIDGE ST 133500 C21PI 6 OS/22/02 7 3 TRA* 2
J 10079074 22 ARDMORE CIR 139900 GAUGl 6 OS/28/02 15 4 SP * 3
J 10072493 135 CAROL ST 140000 COLDAD 6 11/10/01 31 3 TRA* 4
,F Pending Listings: 4 Average List Price: 135,819
we rage Market Time: 13
Sold Single Family-Detached Listings
.3 List No Address S-Price L-Ofc AR SettDate MT BR Styl Ref#
- -------- ------------------------ -------- ------ --------
10067120 1718 MAPLE ST 123000 RMREAL 6 07/31/01 37 3 TRA* 5
10072839 700 LINWOOD ST 131500 HOME 6 12/28/01 10 3 TRA* 6
S 10077827 517 EIGHTH ST 138500 RMREAL 6 05/30/02 7 3 RAN * 7
. 10076664 418 PARK AVE 139900 RMSTER 6 03/29/02 7 3 RAN* 8
SF Sold Listings: 4 Average Orig Price: 132,550
~verage Market Time: 15 Average Sale Price: 133,225
~***************************** SUM MAR Y ***********************************
Total Listings
8
Avrg Total MT:
14
List Price:
qale Price (Solds) :
:ot Square Feet:
LP/SQFT:
~P/SQFT(Solds) :
High Value
140,000
139,900
1,939
III
104
Low Value
126,900
123,000
1,164
72
82
Average Value
134,184
133,225
1,482
92
92
~riteria: (MARKET CODE=A OR (STATUS=XPRD,UCON,SETT AND
OFF MKT-DATE>="TODAY-36S")) AND (AREA=6) AND (PROP TYPE=l) AND
(SEARCH=PRICE=120-140) AND (MUNICIPALITY=NEW CUMBERLAND);
"* There (Are Cv...rren+\ Y NO 1i~1in.~s.
in direct- COY'i\peTit'on ,^,,+h Su.bJect-
home. ~
"* !here ore.- no e><pir-ed lis-tingS
in 5earch cri4eria. ~
~~LD+ +ulc.= 8~ 12-= . (p ~OL.D PEg. MO~TH
o AC.11 VE -:- ."L, = 0 MO~ Ttt'~ OF Sou i>PL.'(
Prepared by: Michelle Foose on June 14, 2002
'21oiirtstead
g'JOUp INC.
REALTOR 4075 Markel Street
CampHi/I PA l70n
717-763-7500 800-225-7356
CenlralP A.com
10074642
f\ \\ (Ac.-h \It Ii S-tintlS.
,t'\ tJtoJ ~1-u1tiW
~.
~-n='. ~O,
Comparative
Market
Report
Municipality
Subdivision
I Sehool District
1\-rea, County & Zip
Stories, Style & Year Bit
Orlg Price Date
List Price Off-Mkt
Sale Price Mkt Time
I BR! F-H bath! Fire PI
SqFt (FInIshed)
"-cres! Lot SqFtl Tax..
Lot Dimensloas
J;Iterlor
Parkiag
I Basemeat
Water Sewer
Heating
I CoollDg
:stra Features
&
I Equipment
I Remar;;-
,
I,
New Cumberland
West Shore
6 Cumberland
2 Traditional
17070
o
11812002
$69,900
$69,900
$
2J 1-0/0
944 Sq Ft
.06/2397/ $492
51x47
Alum
Off Street
Full Unfinished
Public Sewer Public Water
Baseooards Gas Hot Water
155 days
one
& Porch Patio Existing Storm
Windw & Smoke Detectors
New cumberland born single
for under $70,OOO! cozy
home for small family. comer
lot, updated kitchen, fenced
yard, and large porch. don't
miss the walk-up attic.
basement was waterproofed
in 1995 with 25 year
warranty. call dave smoJizer
at 730-5576 for additional
information.
The Homestead Group, Realtor 763-7500
New Cumberland
West Shore
6 York
2 Sp Level
$74,900
$74,900
$
4/ I-I/O
1400 Sq Ft
010/$1,100
17070
o
5/23/2002
20 days
Brick
Det Off Street Gar
Partial Finished Interior Acces
Public Sewer Public Water
Baseboards Hot Water Oil
one
An Window Treatments
Rough-In-B & Porch Storage
Shed/Out BJdg & Ceiling Fan
Large split level home with
solid construction, hot water
baseboard oil heat, 4
bedrooms, formal dining
room, great room & much
i more. this home also comes
with a 22x30 detached
garage/workshop. home
needs some dc. you wilJ need
flood insurance; lower level
got some water in 1972 flood.
I this is not a driveby property!
being sold as is! bring offers,
Page 1 of 3
ACT
822
ROSEMONT AVENUE
New Cumberland
West Shore
6 Cumberland
I Ranch
$92,000
$92,000
$
31\-0/0
675 Sq Ft
.16/6791/ $1,249
67.9xlOO
Brick
On Street
Fun Finished Interior Access
Public Sewer Public Water
Forced Air Oil
17070
o
3/2512002
80 days
All Window Treatments Elec.
Stov & Porch Storage Shed/Out
BJdg Existing Stann Windw
Existing Stonn Doors & Smoke
Detectors Ceiling Fan Cable
Ready Dehumidifier
Comer lot-close to park.
$3000 seller closing cost help
on full~price offer. updated
kitchen w/micro, replaced
cabinets disp,stove & refrig.
hdwd fIrs.replaced tilt-in
windows,fm- ished 11 fr,&
bJ#3.screened brick
porch.storage shed & fenc- ed
yard.roofreplaced
'94.remains:stove,disp,micro,f
w&d, shed, all wt,
dehumidifier, 2 ceiling fans.
ACT
803
FIFTH STREET
New Cumberland
West Shore
6 Cwnberland
2 Traditional
$96,500
$96,500
$
31\ -0/ 0
1200 Sq Ft
0/0/$1,400
17070
o
4/11/2002
64 days
On Street
Full Partially Finished
Public Sewer Public Water
Forced Air
& Storage ShedlOut Bldg &
Nice home in n.c. hardwood
& carpet, family room in
lower level.
06-14-2002 11:59:00
2tomesftad
~OUplNC'
REALTOR 4075 Market Streel
Camp Hill PA 17011
717-763-7500 800-215-7356
CentralPA.com
10080039
I.
Comparative
Market
Report
I
I
MunlcipaDty
I Subdivl.lon
Sebol Dlstrid
II.rea, County & Zip
Storie., Style & Year Bit
Orlg Price Date
Ust PrI.e Olf-Mkt
~ale Pri.. MI<t Time
I BRI F-B bath! Fire PI
~qFt (FInished)
lI..re,/ Lot SqFtJ Tu..
I Lot Dlmen.lon.
~l[terlor
Parking
Basement
I Water Sewer
Heating
I CooDug
I>nra Features
&
I Equipment
I ~mark.
'!
I
NEW
720
ELKWOOD DRIVE
New Cumberland
WeJ! Shore
6 Cumberland
1 Ranch
$99,500
$99,500
$
3/1-11 0
1008 Sq Ft
.14/0/ $1,100
17070
1948
6113/2002
3 days
Brick
Off Street
Full Unfinished
Public Sewer Public Water
Forced Air Electric Oil Solar
AU Window Treatments Gas
Stove & Porch Patio
Gos/Propane Grill Storage
Shed/Out BIdg Existing Stann
Windw Existing Stonn Doors &
Smoke Detectors
Wonderfully quiet and well
kept neighborhood. brick 3 br
ranch. idealllat back yard.
perfect starter home. priced to
sell quickly. addition on back
of this home adds lots of
space.
The HomeJtead Group, Realtor 763-7500
REDC
Z21
TWELFTH STREET
New Cumberland
WeJt Shore
6 Cumberland
1.5 Cape Cod
$103,900
$99,900
$
3/1-11 0
1250 Sq Ft
.11/0/$1,100
35 x 160
AsbeJto. Siding Block
AliI Car Gar Off Street Gar
Full Unfmished
Public Sewer Public Water
Forced Air Gas
17070
o
5/29/2002
14 days
one
All Window TreaUnenfs EIec.
IStov & Porch Outside Lighting
Existing Stonn Windw Existing:
Storm Doors & Smoke
Detectors Cable Ready
Three bedroom cap cod in
born of new cumberland.
updated kitchen & bath in
1995. new roofmarch of
2000. new furnace january of
2001. new nmgc in may of
2ooJ. interiOTto be
completely repainted by june
20th, 2002. carpets to be
steam cleaner before
settlement.
Page 2 of 3
10076796
ACT
521
EIGHTH STREET
New Cumberland
West Shore
6 Cumberland
I Ranch
$174,900
$169,900
$
4/3-1/1
2025 Sq Ft
0/ 0/ $2,600
17070
1958
3/1212002
95 days
Brick
Z Car Gar
Full FiDilbed Partially Finish
Public Sewer Public Water
Baseboanls Hot Water
en "
Walk-In Closets AU Window
Treat & Deck Inground Pool
Landscaped Outside Lighting
& Smoke DetectoI1l Garage
Door Opener Ceiling Fan
Large new cumberland ranch
home with mother-in-law
addition and expansive,
exposed finished basement.
four plus bed- rooms, 3.5
baths, central air, 4 zoned hot
water, ojl beat. inground
concrete pool, large deck
with impressive view of
harrisburg skyline & north
mountains. home warranty
included
New Cumberland
West Shore
6 Cumberland
2.5 Traditional
17070
1999
3/19/2002
$214,900
$209,000
$
4/2-11 0
2108 Sq f1t
0/ 0/ $2,250
60x130
Vinyl
All 2 Car Gar Pvd Dr
Full Finished Partially Finishe
Public Sewer Public Water
Forced Air Gas
85 days
"
Walk-In Closets Master Bath
Blee & & Smoke Detectors
Garage Door Opener Ceiling
Fan Cable Ready
'Exceptional home in manor
isection built in 1999 all
natural stained woowork &
trim, better than new
condition!1 why pay more to
live further out? 1st floor
great room,over 2700 sq ft
including large II family room
& game room. gas heat,ca, 1 st
I floor laundy & office.2 car
'garage w/storage overtop.
,excellent home in the boro!?
124 hr notice preferred.
06.14-2002 11:59:00
.21ofuestead
, ~oup INC.
REALTOR 4075 Market Street
Camp Hill PA /70/1
7/7-763-7500 800-225-7356
CenlraIPA..com
10078639
I,
Comparative
Market
Report
I
Municipality
Subdivision
I School District
~rea, County & Zip
Storie., Style & Year Bit
Orlg Price Date
List Price Off-Mkt
Sale PrIce Mkt Time
I BRI F-B batbl Fire PI
~qFt (Flalshed)
I"creol Lot SqFtl Tne.
I Lot Dlmen.lon.
"nerlor
rarklng
lIa.ement
I Water Sewer
~eating
ICOOOng
l;:xtra Feature.
, &
I Equipment
I Remarks
I
I
i
,I
I
I
ACT
701
SJXTEENm STREET
New Cumberland
MANOR SECTION
West Shore
6 Cumberland
,3 Traditional
17070
o
513/2002
$219.500
$219,500
$
512-11 0
2498 Sq Ft
.54/23718/ SI,677
118x201 Irr
Brick
Off Street
Full Unfmished Interior Acces
Public Sewer Public Water
Central Heat Radiators Oil
40 days
mow mt
el mg an
Walk-In Closets All Window
Treat & Porch Balcony Storage
ShedlOut BJdg Existing Storm
Windw Existing Storm Doors &
.'smoke Detectors Ceiling Fan
'Cable Ready
Elegant 2.5 stoty brick 2500
sq ft borough home on a 1/2
acre comer lotthe charm of
yesteryear w/wrap-a-round
porch,balcony & slate
. roof.interior features:9ft
ceilings. hrdwd tlrs,lO"
baseboard,pocket
doors,natural woodwork.1rg
entry foyer & remodeled
kit.refrig, washer & dryer to
remain. baby grand piano in
foyer negotiable.
The Homestead Group, Realtor 763-7500
10063025
ACT
1003
FOURmSTREET
New Cumberland
HILLSIDE HOLLOW
West Shore
6 Cumberland 17070
2 Contemporary Tr 2000
$279,900 1/29/2001
$299,900
$ 471 days
4/2-1/1
3000 Sq Ft
.5/0/$
$
$
$
I-I
SqFt
11$
Brick Vinyl
2 Car Gar
Partial Crawl Space Partially F
Public Sewer Public Water
Foreed Air Gas
en Ir
Wa1k~ln Closets Vaulted
Ceilings & Patio Landscaped &
Smoke Detectors WhiTlpooVHot
Tub Garage Door Opener
Ceiling Fan
i
&&
A beautiful new home in the
"old townc" new cumberland
boro over 3000 sq foot
traditional 2 story with a
contemporary twist.
catherdral ceilings, wide open
family room & kitchen area
that begs to entertain your
family and friends. I st floor
master with whirlpool. +400
sq ft bonus room over garage.
fonnallr & dr. harwood
, flOOTS, open staircase, 2
Page 3 of 3
days
$
$
i$
I-I
SqFt
11$
days
&&
06-14-2002 11:59:00
2lomestead
WOUp me.
IlEALTOR 4075 Mar,",1 Stree'
Comp Hm PA 170/1
717-763-7500 800-225-7356
CentralPA.com
10078798
Comparative
Market
Report
MualdpaUty
I Subdivision
Sebool District
~re.. Couuty & Zip
Stories, Styie & Year Bit
Orlg Prloe Date
List Prioe OfI.Mkt
liule Prioe Mkt Time
I BRI F-B butbl Fire PI
SqFt (Flnlsbed)
<\orest Lot SqFfI Taxe.
Lot Dimensions
~xterlor
Parking
I Basement
Water Sewer
Heating
I Cooling
~xtra Features
&
I Equipment
I ~emarks -
I.
ACT
132
SOUTH F1FTEENm
STREET
Camp Hill
17011
o
51712002
37 days
entra it
Some Window Treabnents 9+
Ceilin & Porch Storage
Shed/Out Bldg Landscaped
Outside Lighting Existing Stonn
Windw Existing Stonn Doors &
Smoke Detectors Garage Door
Opener Ceiling Fan Cable
One level living in camp hill
boro awaits you!econornicaJ
gas hot water heat,central
air,updated kitchen wllrg
pantry ,9' ceilings,oversized
two car garage.comer
oversized lot wI fenced in
yard,full basement & full
height attic.abundant
storage.ahs warranty for
buyer.neg ref,washer & dryer.
'The Homestead Group, Roaltor 763-7500
ACT
118
SOUTH THIRTYFIRST
STREET
Camp Hill
CAMP HIll
Camp Hill
6 Cumberland
'2 Traditional
$134,900
$134,900
$
3/1-0/1
1400 Sq Ft
.22/ 01 $1,825
17011
1933
5/1612002
27 days
en If
Walk.In Closets Free Standing
& Porch Landscaped Existing
Stann Windw Existing Storm
Doors & Smoke Detectors
Water Filter Cable Available
Lovely brick bungalow built
in 1933 with beautiful
chestnut woodwork. built in
bookcases, central air, 2 car
garage. home is in move-in
condition. huge park like
back yard. alley access.
contingent on seller finding
suitable housing.
Page I of 1
COM~tiOY\ \f\
C ~ Hi (I "BO'YO
10079972
NEW
2930
MARKET STREET
Camp Hill
Camp Hill
6 Cumberland
2 Traditional
$]39,900
$139,900
$
3/1-1/1
1830 Sq Ft
.21/ 01 $2,026
17011
o
6/12/2002
Camp Hill
6 Cumberland
1.5 Cape Cod
$132,000
$129,900
$
3/1-010
1050 Sq Ft
.28/0/$1,700
80xl50
Vinyl Brick Wood
2 Car Gar lntegral 2 Car Gar
Full Concrete Floor Exterior A Full Unfinished Exterior Acce
Public Sewer Public Water Public Sewer Public Water
Radiators Gas Forced Air Oil
3 days
Alum Brick
I Car Gar Off Street
Full Partially Finished
Public Sewer Public Water
Forced Air Gas Hot Water
entra II'
Some Window Treatments
Washer Co & Porch Storage
Shed/Out Bldg & Smoke
Detectors Garage Door Opener
Attic Fan Cable Ready
Absolutely charming 1940's
boro home. 3 bedrooms, 1.5
baths, wood floors, sun room,
family room on lower level,
fueplace in living room, 1 car
garage, great front porch, all
on a comer lot with many
mature trees. come and
! enjoy!
$
$
$
I-I
Sq Ft
1/$
days
&&
06-14-200213:18:07
.
InventorY 1
Inventory Summary
R..w.ption Date: 5/2002
Nwbber Inventory Red<omption
of Bonds Value Value Interest
Accrual Bonds
Pre-January 1990 Issue Dates: 42 $45,412.0D $45,412.00 $24,412.00
January 1990 and Later Issue Dates: 19 $46,334.0D $46,334.00 $18,834.00 *
61 $91,746.00 $91,746.00 $43,246.00
CUrrent Inco... Bonds 0 $0.00 $0.00 $0.00
Inventory Totals 61 $91,746.00 $91,746.00 $43,246.00
Footnotes
* Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990
may be eligible for special tax exemption when used for post-secondary education.
For further information concerning the benefits and restrictions that apply,
please contact the Internal Revenue Service.
1 These bonds are not eligible for payment within 6 months of their issue date.
2 These bonds have reached final maturity and will earn no additional interest.
They can be exchanged for HH Bonds within a year of their final maturity date.
3 These bonds have reached final maturity and will earn no additional interest.
They are not eligible for exchange for Series HH Bonds since they have been held
over a year past their final maturity date.
3
--------
Inventory 1
Accrual Bonds
Recl.emption Date: 5/2002
Issue Yield Next Final
Serial Nwober Deno.. Series Date Value Interest To Date Accrual Maturity
M26972240EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972239EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972238EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972237EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972236EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972241EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 712002 1/2018
M26972242EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 712002 1/2018
M26972243EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972244EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M26972245EE $1,000 EE 1/1988 $1,100.40 $600.40 5.71% 7/2002 1/2018
M28251055EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251056EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251057EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251058EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251059EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251060EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251061EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251062EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251063EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251064EE $1,000 EE 10/1988 $1,078.80 $578.80 5.78% 10/2002 10/2018
M28251077EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251078EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11 /2 002 11/2018
M28251079EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251080EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251081EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251082EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251083EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251084EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251085EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M28251086EE $1,000 EE 11/1988 $1,078.80 $578.80 5.78% 11/2002 11/2018
M30578125EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578126EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578127EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578128EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578129EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578130EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578131EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578132EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578133EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M30578134EE $1,000 EE 1/1989 $1,057.60 $557.60 5.85% 7/2002 1/2019
M25377729EE $1,000 EE 9/1987 $1,128.00 $628.00 5.69% 9/2002 9/2017
M25377733EE $1,000 EE 9/1987 $1,128.00 $628.00 5.69% 9/2002 9/2017
M64178245EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178246EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178243EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178249EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178248EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178247EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11 /2002 11/2024 *
M64178250EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178251EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
M64178252EE $1,000 EE 11/1994 $725.60 $225.60 5.03% 11/2002 11/2024 *
V2352355EE $5,000 EE 8/1992 $4,384.00 $1,884.00 6.00% 8/2002 8/2022 *
1 = Not eligible for payment (purchase price) 2 = Matured (ellChangeable for HH) 3 = Matured (not ellChangeable)
. = Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
1
Inventory 1
Accrual Bonds (continued)
,
P~-~tion Date: 5/2002
Issue Yield Next Final
Serial Number DenoDl. Series Date Value Interest To Date Accrual Maturity
V2352354EE $5,000 EE 8/1992 $4,384.00 $1,884.00 6.00% 8/2002 8/2022 ..
V2352353EE $5,000 EE 8/1992 $4,384.00 $1,884.00 6.00% 8/2002 8/2022 ..
V2373479EE $5,000 EE 11/1992 $4,384.00 $1,884.00 6.00% 11/2002 11/2022 ..
V2373480EE $5,000 EE 11/1992 $4,384.00 $1,884.00 6.00% 11/2002 11/2022 ..
V2551721EE $5,000 EE 2/1993 $4,258.00 $1,758.00 6.01% 8/2002 2/2023 ..
V2551723EE $5,000 EE 2/1993 $4,258.00 $1,758.00 6.01% 8/2002 2/2023 ..
V2551722EE $5,000 EE 2/1993 $4,258.00 $1,758.00 6.01% 8/2002 2/2023 ..
V2373478EE $5,000 EE 11/1992 $4,384.00 $1,884.00 6.00% 11/2002 11/2022 ..
M641 78244EE $1,000 EE 1111994 $725.60 $225.60 5.03% 11/2002 11/2024 ..
1 = Not eligible for payment (purchase price) 2 = Matured (elCChangeable for HH) 3 = Matured (not elCChangeable)
. = Possibly eligible for U. S. Savings Bond Education Benefrt Program.
See footnotes on Inventory Summary page.
2
rotal ~~g Stat~ment
'NC Bank
o PNC:lll
Primary accounl number. 51-4003-7203
Page I 013
For the period 0410512002 to O!ll08l2002
Number of enclosures: 9
v
e
c
MARY ELLEN LECHTHALER
719 COOLIDGE 5T
NEW CUMBERLAND PA 17070-1426
It For 24-hour customer service or
currenl rales: Call 1-888-PNC-BANK
ISI Write to: Customer Service
PO Box 609
Pittsburgh PA 15230-9738
Q Visit U5 at www.pncbank.com
I TOOlerminal: 1-800-531-1648
For bearing impaired clients only
lIe1ationship Overview
aank Peposit Acc..unts
)tlscrtptlon
inter-est ClJccking
fJerfonnancc Money Market
fotal Deposits
Account Number
Deposit BalanCe
51-4003-7203
51-30]5-878]
4,042.70
192,496.84
196,5!19.54
"
.
"t'.
.
New nallle, sallie great service...MAC is changing to STAR
rhe MAC ATM and debit card network has a new name - STAR. This change will not affect your PNC Bank check card, or the
'\TM functions in any way. You'll still be able to use your card everywhere you did before. Use it to make withdrawals, deposits,
:ash checks, check balances, transfer money and more! Plus, you can use it to make pur~hases at millions of merchants
oVorldwide.
Mary Ellen lechthaler
Premium Plan
Interest Checking AccolDlt Summary
~coount number: 51-4003-7103 Account Link ~ number: 0815152752
Balance Summary pteasB see the ActiVity Detail section for
Checks and other Ending additional information.
Beginning Oeposits and
balance other additions deductions balance
6,838.08 978.!l2 3,773.70 4,042.70
II' Awrage monthly Charges ..".
balance and fees
6,051.30 .00
rransaction Summary
Checks paidl Bank card/POS Account Information Teller
wIthdrawals transactions assistance calis transactions
9 0 0 0
Total ATM PNC Bank MAC Other MAC ATM Other ATM
tranSactions ATM transactions tranroactlons transactions
0 0 0 0
Interest Summary As 0105106, a lolal 01 $5.21 in interest was
Annual Percentage Number of days Average cotlected Interest Earned earned this year.
Yield Earned (APVEj in interest period balance for APYE thl So period
0.25% 32 6,051.30 \.32
FOAM9f>>3R
anking Statement
,
customer service:
Call: 1-888-PNC-BANK
Account nwnber: 51-400~7%03 - continued
Aotlvlty Detail
Dopa.ita and Oth.r Addition.
Oat. Amount DtIscriptlon
05/0lJ .I 977.00 Direct Deposit - Soe See
US Trea.mry 303 196142555A
05/06 .t 1.32 Interest Payment
Chocb
Check
number
7358
7359
7360
7361
7362
Amount
29.00
%.34
43.52
18.83
1.17
Dale
paid
04/16
04/08
04/12
04/24
04/24
Chick
number
7363
7364
7365
7366
Reference
number
0:t57'/011!
025428629
O:t5OWll2
025230838
027192055
. Gap in check sequence
Onlno aad Electr_ic Banking Doducti_.
Oat. Amount o.scriptlon
OV08 32.02 Direct Payment - ACH Subcab
Suburban Cable 048010801
120.58 Direct Payment - UGl
UGl Utilities 214-16S-3640-00
Direct Payment - Payment PA WC 0620863
Direct Payment - Elee Bill Pp 2854527372Ws
Direct Payment - RevcnaJ
US Treasury 303 196142555A
34.99 Direct Payment - ACH Subcab
Suburban Cable 048010801
OV15
0'V26
0'V29
05/03
05106
11.86
%1.81
977.00
Daily Balance Dotal
Oat.
04/05
04/08
04/12
Bllance
6,838.08
6,803.72
6,760.20
ealance
6,639.62
6,610.62
6,113.13
Balance
6,101.27
6,076.37
4,076.37
Da"
04/15
04/16
04/24
Da"
04/26
04/29
05/01
P......ium Plan
Performance Money Market Account Swnlllary
Account number. 51-3015-8781 Account link ill number. 0815152752
Balanoe Summary
Beginning Deposits and Checks and otha, Ending
balanc. other additions deductIons barancI
192.238.64 258.20 .00 192,496.84
Awraga monthly Char..,u
balance and fl!l!s
192,246.70 .00
Intere.t Summary
Annual Plrcllntagl Number of days AVflragl collectlld lnt....st Earned
Yield Elimed (APYE) in Int....st period balance for APYE this pIIriod
l.54X 32 192.246.70 256.20
For tho p.nod 04l0!ll2002 to 05/0812002
MARY ELLEN lECHTHAlER
Primary account number. 51-4003-7203
Page 2 of3
There were 2 Deposits and Other Addition.
totaling $87..32.
O.te Refwance
Amount paid numb...
3.09 04/29 024267632
477.49 04/24 0271!1Z563
1,000.00 05/01 027539743
1,000.00 05/01 022490878
There were 9 checks listed totaling
.2,175.44.
There were 6 Online or Electronic Banking
Deduction. totaling $1.1'..21.
Dale
05/03
05/06
B11lance
4,076.37
4,042.70
Mary Ellen lechthaler
pt..,e 8M the Activity Detail section for
additional information.
~ of 05106. a total of .1,22'.11 in interest
was earned this year.
Tof31 B.aJ?ldng Statement
II'
For 24-hour customer service:
Call: 1.888.PNC.BANK
0. PNCBAN<
Account Dmnber: 51-3015.8781- continued
For _ period 0.,0512002 to 0510512002
MARY ELLEN LECHTHAlER
Primary acoounl number. 51.4003-7203
Page 3 of 3
Ilctivity Detail
Iteposits and Other Addition.
lat. Amount Description
)5/06 258.20 Interest Payment
There was 1 Deposit or O1her Add~ion
10taling $258.20.
Daily Balance Detail
lat. Balance
>4/05 192,238.64
Dati
05/06
Balance
192,496.84
FORM953R
ftevlewinlJ You'r Statement
Pie"'" review this statement carefully and reroncile it with your records. Call the telephone number on the upper right side of the lint page of this
stalelJlent if:
. you have any questions regarding your acconnt(s);
. your name or address i3 incorrect;
. you have a business account and your tax identification number is missing or incorrect;
. yoo have any questions regarding interest paid to an interest-bearing accounL
Balancing Your Account
Update Your Account Register
Compare:
Check Off:
The activity deta~ seclion of your statement to your acrount regisler.
All ilems in your account register that also appear on your .talemenL Remember to begin with the
ending date of your"'t statemenL (An ..terisk ['] will appear in the Cbecks seclion if there u a gap in
the Iisling of consecutive check numben.)
Any deposits or additions including interest payments and ATM or electronic depo.its li.ted on the
statement that are not already entered.
Any account deductions inclnding fees and ATM or electronic deductions that are not already enlered.
Add to You, Account Regiata,
Balance:
Subtract F,om You, Account
Regiate, Balance:
Update You, Statement Information
Step 1: DaD of Deposit Amount
Add together
depOOts and . ()
other additions
listed in your
account register
but not on your
statement.
Step 2:
Add together
checks and other
deductionsli.ted
in your account
register but not on
your statement.
Total A
l71.6V
Step 3:
Enter the ending balance recorded on your statement
Add deposits and other additions not rerorded Total A +
$ ..j I'/Z., 70
$ 2.7?I?P
</3ll.7o
7$,ZI
Subtotal= $
$
Subtract checks and other deducliolls not recorded Total B .
The result should equal your account regilter balance 4,~ '-I L.j I . 'fY
Verification of Direct Deposits &
C....Numbtrar Amount
D_... _ptlan
1I1fl- fltJTIJ 751. ~I
I Totsl B I 71.2 (
To verify whether a direct depo.it or other transfer to your acrount hal occurred, call us at the 24-hour customer service telephone number listed on the
upper right side of Ibe first page of this statemenL
Electronic Funds Transfers
In c:lIe of f'lTon or quC'stimu about your electronk tranlf~n or if you Deed more information about a transfer, call us at the 24-hoUf customer service telephone number lbled on the
upper right side of the flnt page oElhi. statement Or,ifyou prefer. please write Ul at: QutomerService, P.O. BOl( 609, Phtlburgh, PA 15230..0600. If there it a problem, you mwt
contact UI DO lalel' than 60 days after the ending date of the lint statement on which the error or problem appeared. You will need to provide the foUowing information:
Your name and acrount n1..lDlbcr(s);
A dClCIiption of the error or the transfer you are questioning. Please explain as clearly a. you am why you new more information or why you believe an error was moule;
The dollar amOlmt of the ,suspected error.
We win investigate your complaint and will correct any error promptly. If the hwC'stigation takes longer than 10 businen days, we will credit your account for dle amount you think. il
in error, 10 that you wiD have use of the fundi dming the time it takes us to complete our investigation.
Member FDIC G) Equal Housing Lender
"
Lechthaler Household Inventory
IWo . Iwnrth
KITCHEN:
1 K.itchen Table and 4 chairs furmicalcirca 60s $100.00
2 l'icture on wall $3.00
3 Oaster $5.00
4 Refril!erator (side bv side) Fri!!idare 19 cu ft $100.00 66hx3lw
5 Sten stool $5.00
6 Cotree maker $7.00
7 Microwave lPanasonic $25.00
8 "hair adderback $40.00
9 Flatware $25.00
10 Dishes (good) $25.00
11 Dishes $5.00
12 Mixec $50.00
13 Pots & nans $50.00
14 Misc. cook ware $50.00
lYING
ROOM:
Very old - tuner
oesn't work. Must
15 rrv !use VCR. S20.00
16 VCR Panasonic $40.00
17 ~ouch Old S50.00
18 t2 End Tables ~ condition SI00.00
19 3 table lamps condition $75.00
20 !':mall clock (tOD of TV) Good condition $10.00
21 Recliner Vervold SIO.OO
22 Uoholstered swivel chair Old but !!ood $30.00
23 iTrliiolstered chair Old but l!ood S30.00
24 ~toral!e cuDboard Good condition S25.00
25 Is Dictures on LR walls &ood condition S25.00
ood condition. 2
drop leafS. Marble
26 Credenza too. 42 x 19 112 SIOO.OO
27 Mirror 1112 x44I/2 S25.00
28 Pillows S5.00
29 Wall barometer S5.00
MASTER
BEDROOM:
Mattress &
30 Queen size bed boxsDr;n!! $25.00
31 Headboard $100.00
32 Night stands set of2 74 112 x 16 been $100.00
33 Table lamps 7 match in!! sets $10.00
Long chest of drawers Matches BR Suite
34 w/m;rrors 78 x 20 x 32 High $100.00
Matches BR Suite 1 .J
15 High chest of drawers 42 x 20 x 52 High SIOO.OO
---------
Furniture.wks -- Page I
.
,
Lechthaler Household Inventory
36 Small nortable color TV $50.00
37 lo\larm clock $5.00
38 Men's coat rack $10.00
15-necklaces
39 I.ewelrv costume) $25.00
'ewelrv 1000000ings
40 costume) $25.00
41 ewelrv Box $10.00
NO
BEDROOM:
42 ~air old poor condition $10.00
43 Love seat old $10.00
44 lEnd table - I matches Iivim, rOOll $50.00
45 f100r JaDln $5.00
46 Table lamns - 2 $20.00
47 Stackin" drawers plastic $10.00
48 s desk $100.00
49 14 kit nistols $150.00
50 !Portable drOll leaf table $40.00
51 !Portable radio $15.00
52 bair wood $5.00
53 Mirror $5.00
54 roo & ironin" board $25.00
55 Paner shredder $10.00
56 Sewin" machine old Sin_ $25.00
57 f'aner cutter $15.00
"'TIIC
BEDROOM:
58 twin beds $50.00
C:hest of drawers Old. 29 x 14x 50
59 1/2 high $10.00
141/2x421/2x32
60 ~esser biRh. 9 drawers $10.00
6 I air - nnhoJstered On=! velvet $5.00
62 Chair - unholstered Black flowered $10.00
ATIIC:
63 Side chairs - 2 !wood $40.00
64 Chest of drawers !wood $25.00
65 lamns - 2 $5.00
66 nicture $10.00
67 mirror I x 25, "old leafi:d $5.00
68 lamp $10.00
69 xmas tree $15.00
70 Ornaments $10.00
71 table (small' $10.00
72 chest of drawers $30.00
73 uolf clubs $15.00
74 q fuldin" chairs $20.00
75 table $20.00
76 Iim $15.00
77 cleaner Id electrolux $25.00
Furniture.wks -- Page 2
.
,
Lechthaler Household Inventory
T
BATHROOM:
78 Wall ornaments $10.00
BASEMENT:
Washer & Drver Maytag - washer
79 xtnllarlle . $150.00
80 Shoo vacuum $10.00
Shop Craft 10" I &
81 Table saw ~/4 HP $80.00 New now $169
82 Drill nress fmCraftsman $60.00 9" new is $120
83 Scroll saw I Hawk Mod 220 $200.00 $699 in '87
84 lRadial ann saw R;obi 8 1/2" $100.00 89' $279.95
85 lJillsaw Iold $5.00
New range from
$39.99 to
86 Router ""l' an $50.00 $99.99
87 Electric Sander lPad $10.00
88 Belt Sander an $40.00
89 R.outer. I 1/2 HP raftsman $30.00
90 ircular saw 3Jack & Decker $15.00 New now $39.99
... ARI'ORT:
91 "ain Saw 12" McCulloch woo't start $20.00
[New ] 7" Black
Hedlle Trimmer 16" Electric i& Decker is
92 $]5.00 1s29.99.
93 Air Compressor lOr tires electric $]0.00
94 charllef 12 volt $10.00
95 Leafblower/vacumn an $20.00 !New $49.99
Gas Edller 12" Craftsman 3 HP [New 3.5 HP is
96 $40.00 5199.95.
97 Snow blower oro 4 1/2 HP $150.00 !New '93 $699.59
MISC:
98 Wedding Ring $40.00
Fumiture.wks - Page 3
.
,
Lecbtbaler Household Inventory
[mnmer ING
99 15 - Shorts ($1.00 ea) $15.00
100 o - Blouses ($3.00 ea) $60.00
101 14 - Tee-shirts ($1.00 ea) $14.00
102 17 - Slacks $4.00 ea) $68.00
103 - Jackets ( $5.00 ea) $20.00
104 - Dresses $10.00 ea) $50.00
105 8 - Shoes ($5.00 ea) $40.00
Wmter
106 ~ Coats ($15.00 ea) $90.00
107 - Slacks ($4.00 ea) $80.00
108 14 - Blouses ($5.00 ea) $60.00
109 - Suits ($20.00 ea) $60.00
110 5 - Sweaters ($5.00 ea) $75.00
III ~ Shoes ($5.00 ea) $45.00
112 - Boots ($5.00 ea) $10.00
TOTAL ~187.0CI
Furniture.wks - Page 4
"
PUTNAM HARTFORD
CAPITAL MANAGER
VARIABLE ANNUITY QUARTERLY STATEMENT
OcTOBER I, 2001 - DECEMBER 31,2001
PAGE 1 OF 2
X
Hartford Life
PUI)' N AM INVESTMENTS
.
As of January 1, 2002, we will ... changee in the way we can eave for retirement due to paeeing of The Economic Growth
and Tax Relief Reconciliation Act this year. This new law booete tax benefite and contribution limite for a number of
retirement plane, and although it won't directly affect your Putnam Hartford Variable annuity, there are still ways you
can etill benefit. The reduction in ordinary income tax ratee and repoal of the eatate tax in 20 10 make your variable
annuity an sven more attractive retirement eavings tool. Speak to your Inveatment Profeaoional for detai1s.
Mary E Lechthaler
719 Coolidge Street
New Cumberland PA 17070
CONTRACT NUMBER 71 0076005
PURCHASE DATE March 14, 1997
CONTRACT TYPE Non-Qualified
OWNER NAME Mary E Lechthaler
ANNUITANT Mary E Lechthaler
SSN 196-14-2555
SUMMARY
QUARTER
1011101 - 12/31101
YEAR-To-DATE
1/1101 - 12/31101
SINCE PURCHASE
3/14/97 - 12/31101
Ending Value
154,278.66
0.00
.. 0.00
13,331.29
$167,609.95
211,372.61
0.00
0.00
43,762.66-
$167,609.95
190,708.73
0.00
23,098.78-
$167,609.95
Beginning Value
Premium Payment
Total Surrenders *
Annuity Performance
YOUR ANNUITY AT A GLANCE
FOR ASSISTANCE, CONTACT EITHER:
!III
II1II
!i1ii
II1II
30.1% Investors
27.0% Growth & Income
23.6% Voyager
11.9% Inti Growth
7.4% Inti New Opportuns
Your Investment Professional
Frank H Kelly
HD VEST INVESTMENT SER
400 Bridge St Ste 4
New Cumbertnd PA 17070
Hanford L11e, Inc.
AlIn: Investment Products Services
PO Box 5085
Hartford CT 061 02-5085
www.pulnaminvestments.com
1 -800-521-0963 Service Representative
1 -800-992-861 0 Automated Annuity Information
(24 hours a day)
. Total Surrenders include Contingent Deferred Sales Charges and Annual Maintenance Fees, if applicable.
All information about your variable annuity, including chargeB and expenseB, is described in your prospectus. Please read it carefully
and keep it for your records. If you have any further questions, or Cor inCormation on fIXed interest rate8 or crediting, call
1-800-521-0963 Monday - Friday 8:30am to 8:00pm (Ea.tern).
56
IIUIIWWI~IIIIUlmlll~IW~IIWWII
"
PAGE20F2
PuRCHASE DATE March 14, 1997
CONTRACT TYPE Non.Qualified
PRoDUCT VERSION Putnam 5
"'UING COMPANY Hartford Life and Annuiy . ILA
OWNER NAME Mary E Lechlhaler
CONTRACT NUMBER 710076005
ADDITIONAL INFORMATION
Maximum Anniversary Value (MAV)................................................................................. 247,784.38
The MA v shown above i. Cor illuBl.ratlon purpo..a only and io baaed on tho 01_ all'> oC tho Ownen and Annuitant currently on file.
The MA V may dilTer end will bo baaed on tho actual cleeeclent, ... at death, and tho higheat annivenery value (&<ljusled Cor
diatributionolpremium paymental attained prior to tho earlier ortoo date oC deat.h or tho cleeeclent'. 8lot birthday.
Once Hartford Lire receivoa prooC oC death, too deat.h benefit amount I. calculated end romaine subject to market Duc:tuatione until
complele oettlemom _ione are received. Plea.. _ your contract Cor further deteiJa.
VALUE BY SUB-ACCOUNT
FUTURE QUARTERL.Y
CONTRIBUTION SUB-AccOUNT UNIT TOTAL.
AlLOCATION PERFO_ANCE UNITS X VAL.UE VAL.UE
inti New Opportuns 10% $875.62 1,301.614 9.593412 12,486.92
Voyager 20% $3,727.08 723.633 54.655542 39,550.55
Inti Growth 10% $1,444.27 1,345.886 14.832916 19,963.41
Investors 40% $4,593.86 5,741.861 8.767459 50,341.53
Growth & Income 20% $2,690.46 1,0fJIS.324 45.027810 45,267.54
Total 100% $13,331.29 $167,609.96
SERVICE OPTIONS
ESTABUSHED ENROLLMENT AMOUNT NEXT'
DATE STATUS OR DATE FREQUENCY OCCURRENCE
Dollar Cost Averaging Plus Gmo
Dollar Cost Averaging
DCA Earnings/Interest Only
Asset Allocation
Putnam Automatic Rebalancing
Automatic Income
InvestEase Contribution
Optional Death Benefit
Not Elected
Not Elected
Not Elected
Not Elected
Not Elected
Not Elected
Not Elected
Not Elected
Pleaae review the information on this statement carefully and report any discrepancies within 30 days.
o!92~2428,3 , .. _, . , 0 .
! . j1/~irOO.TI1\E1 ~;mor.
. - .,;~ C1dl4.lf1a;;;;:"b...,- c_
8.; I~ J If'r '. rrf0 tl/eir".-
'f;'~r~7r~~"
...
I ~ -
& I
~
-~ _.
._r.....
...-'.~, ,"
..... ......
lASf ~ 1<6If'f-......~
ne//fJ[ '- 'r.
eo-
:iJR I J)JJre) Dri~
""7:1 P (;<ihp/ / ..~fj'. I //J.-;-==l
COUNTY CODE
11r9- ~
AEFERTO~~8
USI1NG ON REVERSE SIDE 3. lien fee
OF_COF'Y
D. lASf........ (<61 RJlLIIUll<NUS.......,
FlRBT NAME , ,MKX1E 1NlW.. DATE ACOlIAEDI
PURCHASED
I I
I K
Cll-I'lJRCHASER
SfREET
COUNTY CODE
11 I
ZlPCODE
aTY
STATE
REfER 10 COlMTY CODES
l.lSTfIO ON REVERSE BIDE
OF_COF'Y
.
E.
MAKE Of VEHIClE
VEHCLE IOENTIFICATkIN NlM3ER
r
~I
MODEL YEAR.
I BODY TYPE ~CP. TK, ETC.)
.
o POOR
F.
II'
G.
~
~
~
Slgn8lun!l of Second Purchall8l' or AuIt10rized Slg~
TELEPHONE HJMBER
2ND
......N.
MENT Signatu", of Co-Purchasitr/Tltte 01 AuthorIled Signer
.'
~~}hnc1M
LESS
TRADE-IN .
""ASlE
AMOUNT
1. Sales Tax Due
'.~1.ll610(
x7'1.IJ7
See Ide CI'I mersel.
II:!...~ .....i
!>o.!........I....'
lO23ciiOY .
.B__
',',', :
2. rille Fee
".An~.I\.".01
_f..
Foo~_
...-....sbV..
BurIlMI' " ~,.
5.04JIIcaleAeg.
f..
""01""""
6. TranaftwFee
7.Incr88seFee
8.RI....._._ol
foe
TUl>L ...,
Add 111vu8)
11.GRAND TOTAl
jAdd 9 & 10)
SlglwluRlofSelIer
Signature 01 Co.Seller
.
.
.
.
I CONDITION
I 0 GOOD 0 f.oJR
0RIGItW. PlATE ..! ~ Ono ~ 're
o PlATE TO BE ISSlED BY
BUREAU (PROOF OF IN- TRANSFER & REPLACEMENT OF PlATE
SlIV\NCE WST BE AT-
1>CHEDI 0 ~R.~PLATE~~~OFSTICI<ER
O EXCHANGE PLATE TO BE - - _ - .
ISSUEDOVBUREAU PUaE~'JI'F) ',lJIOl I..'I/ IRE~=RE"-ACEMENT 0 ".,.ceo
o ~~~Nr ECo' . / yJI"> I D~~~~"iit~~b"_"_
., . :1 _ :: , "_; 4:, _.. TRANSFERRED FROM tm.E NO. vtN
fSSUING 1",,~_THArDNMONJH DAY -LlJ YEAR T( l In 7' ~ "-
AGENT 't-WEctECKEaTODETERMJNE~TftEVEHlCIJ&$INSIJlED.fJl . . - h J,
INFOR- ISSUED TEMPORARY REGlSTRATlON TQ~.~9OVE ~.~ _~_.J ~; :'fJJ
MATlON COMPUANCEWlTHALLAPPI.ICABlE_KlN.OFTHEVEHlCl.ECOOI! " "1' I 1 ,.~..... u c"~
AND DEPARTMENT REGUlATIONS.. '-""" ~ . ( . , I II J ~
IfWE CERTlFV THAT IIWE HAVE EXAMINED AND SlGtED THIS FORM AFTER IlS ~~~AND THE INFORMATtON GIVEN lS TRUE AND conRECT IF Nf EXEMPTION
IS ClAIMED, lHE PURCHASER FURTHER CERTIFIES 'Tt-M.T liE/SHE IS AUTHORIZED TO CLAIM TtIS EXE ON I/WE ACl(NCM'lEDGE THAT IlWE MNf lOSE MY lOUR OPERATING
PRIVI..EGE(SI OR VEHICLE REGISTRATION(S) FOR 'FALlIRE TO MAINTAIN ANANCIAl RE Y ON nE ClIlRENTlY REGISTERED VEHIClE FOR THE PERtOD OF
:'~TION~' ~WE . .. VlEOOE THAT IIWE ~~'~1~~BJE. CT TO A FlNE NOT EXCEEDhs"~ ~ IMPRISONMENT OF NOT MORE ~N TWO YEARS FOA my
F :t. '" TELEPHONE NUMBER of ..... (L Yt if
1ST .. _. c7'~S:Yc,-S{,,-<; ~ -;'-;' J.. ~r;,;., /
~- C6-F'u_/rOleolAulhiiliiirnl<__ _ . ~~of,,; .?"t'. IA. ~- /f
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.
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.
.
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Check In
This Amount
o SlOLEN
I must N'VrInIAIA Form MV.....,
H. I~I
NOTE: If a co-purchaser other.than your spouse is listed and you wan I the title to be listed as -Join I Tenants Wllh
Right of Survivorship. (On death of one owner, litla goes 10 surviving owner.) CHECK HERE O. Otherwise, the title
will be Issued as .Tenanls In Common- (On death of one owner, interest of deceased owner goes to his/her heirs or
..tate).
NOTE: IF THE VEHICLE 1$ TO BE USED 'AS A DAll Y RENTAl OR LEASED VEHICLE, CHECK THIS flLOCK 0 . IF BLOCK IS CHECKED, COMPLETE AND ATTACH FORM MV-IL.
MESSENGER NUMBER:
1. BUREAU OF MOTOR VEHICLE'.
J
SCUDDER
INVESTMENTS
.
Account 'Statement
Janua'ry 1 - June 30, 2002
III1IIIII
ZSI CNSl . 1 4 I E 0 .. CSF eSC3.A.70268700687
22 58 SlEM035U!1 '163)062902
.
Account Statement
Januaiy 1 - June 30, 2002
SCUDDER
INVESTMENTS
II1III1IIII
;SI CNSL . 1 4 2 " " . CSF 05C 3A 702687 00618
_2.58 S lEM035U(11163j062902
.
Account Statement
Januaiy 1 - June 30, 2002
SCUDDER
INVESTMENTS
1111 II IIIUIII
ZSl CNSL . I 4 3 0 0 " CSF 05CJ,A,70268700689
22.58 SlEM035U111163)062902
.
Account'Statement
JanuaIy 1 - June 30, 2002
SCUDDER
INVESTMENTS
IIIDIIII~II
ZSI CN5L . 1 4 4 " 0 . CSF 05C3.4.70268700690
225B SlEM03su111163)06290Z
~.. .
Accpunt Statement
January 1 - June 30, 2002
SCUDDER
INVESTMENTS
SCUDDER TRUST COMPANY CUST
IRA RIO MARY LECH1HAI.ER
Inv.st By Mall
SCUDDER
INVESTMENTS
Please check the box indicating your investment's share class. Fund-Account# Invo.tmont Amount Contribution Yoar
Total Return DA DB 100075906-2 02002
..2 2.2
Blue Chip DA DB 100075906-2 02002
." 23'
Technology DA DB 100075906-2 o 2002
.., 2.,
Please make checks payable to: Scudder Investments Total
ZSI CNSL
".<;'R
IIIIIIII~IIII If you are changing your address please complete the reverse side and check this box: 0
. 1 4 5 1 0 . CSF 05C3A70268700691
SlFM035Ull1 1631062902
A Family Tradition Of Caring
PARTHEMORE Funeral Home & Cremation Services, Inc.
May 2, 2002
Mrs. Linda L. Mowery
6203 Wallingford Way
Mecbanicsburg, P A 17050-
1303 Bridge Street The Funeral Service for Mrs. Mary Ellen Lecbthalcr
'.0. Box 431 W -'___I . the nfidence ha Iacc:d' --.. will' . .
>few Cumberland, PA 17070 e ,ua;Q",y appn:cJate CO you ve.p m us...... .~ to asstst ~ou m
717) 774.772 I every way we can. Please feel free to contact us if you have any questions m regard to this
Fax) 774-5546 statement.
, , TIlE FOlLOWING IS AN ITI!MIZED STATEMENT OF TIlE SERVICES, FACILI11ES, AUIOMOI1VE
lI'WW.parthemore.eom EQUIPMI!NT, AND MERCHANDISE THAT YOU SELECI'ED WHEN MAKING TIlE FUNERAL
ARRANGEMENTS.
Jruce R. Parthemore,
>,-e.Need Coordinator. CPC Total
Total Cost. . . . . . . . . . . . .
IIIItory
.... "'" -....,. ". -~'~',' 04l3Ol2OO2 Payment, Lincla Mowery - Thank youl .
04l3OI2002 Paymom. Barl>aIa MacKay - Thank you!
04l3Ol2OO2 'nnnMi_ Pay Disoounl .
]ilbert W. Parthemore.
';'ounder
:Jilbert J. Parthemore,
;upervisor
;tephen K. Parthemore,
~FSP
'rofessional Memberships:
,FDA. PFDA
JCFDA . CCFDA
J~
(he Rule You Know.
11", People You TtW.",
~.,.' ''-c,
:- t;,:;
Inilu1{"'. "i'H.
;i"o Ill.
.- ~ ~,;I.
FadIIty,8taff, aad Eqalpmeat
Tr1IditioDaI Service . . . . . . . . . . .
FUNERAL HOME SER.VICE CBAllCES
SELECTED MERCHANDISE:
Solid Oak Casket, Calvary. . . . . . .'. .,
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELEC'I'ED
Cas. AdvaD_
Certified Copies ofDeatb Catifi<:ako .
Qergy Honcnrium . . . .
HainIn:sser. . . . . . . . .
Death Notice, Harrisbwg Patriot . .
TOTAL CASH ADVANCES AND SPECIAL CBAllCES .
$4565.00
S456SM
$2450.00
$1015."
$20.00
$150.00
$35.00
$108.00
5313."
$7328.00
TOTALAMOUNTDVE. . . . .
$-3593.85
$-3593.85
$-140.30
So.oO
The unpaid balance 0_ 0 clays is subjected to a 1.2S % service clwge pee monlb - 15.0000 % pee annwn.
MIs. Muy Ellen Lechtbaler
Page 1
~.
.
,
.
.
RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Rece~pt Date
Rece:J.pt Time
Rece~pt No.
5/07/2002
10:33:22
1029255
LECHTHALER MARY ELLEN
File Number 2002-00448
Remarks LINDA MOWERY
JA
________________________ Distribution Of Receipt ------------------------
Transaction Description Payment Amount Payee Name
PETITION FOR PROBA
EXTRA PAGES
SHORT CERTIFICATE
JCP FEE
375.00
3.00
30.00
5.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Check# 6518
Total Received.. .......
$413.0Q:.
$413.00
i. <'. ". .'
IISA\A\ICI~STM
Office Use Only:
Date Booked:
Booked By:
Rossmoyne Business Center
4940 Ritter Road
Mechanicsburg, PA 17055
(717) 766-1111
INVOICE# RS 004282
Business Name k
Contact Name l..;...Jo... ~X('/)
Billing Address
City
o Pick-up ~Delivery
Delivery Instructions:
Date
Phone
State
la"Time l' /,; ()o
Zip
":I l?
CMl: J<j'
o Credit Card
IS r nJetJ (1.,kt 1u...J-
o House Account
Form of Payment: 0 Cash
# of People:
";0
ORDER FORM
Unit Price
e.. . 'l-S
Total
.--.,;l)
r
,
..;;.-'
Food Total
Delive Fee
Subtotal
Sales Tax
E ui . De .
Co""'''' .,,;p-' u');( ~!" d 'Ii> (}'~f
If /""' 'i
Received in Good Order By: J.
,~ ..
~v
/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MAoP-q ElL <:: IV Lc- CH TN A L t-YL
Date of Death: Lf. ~o. o?-
Will No. dl. O)..OLfl.f~ Admin. No. ~.Od.Ot.fl{~
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. Stat~ether 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 rep~sentative file a final
account with the Court? Yes No V . OtoUf Bb'Vc - ('2.") S{~/Cy1.S -
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative s~ an
account informally to the parties in interest? Yes No
\?:x:> TlA 'P,A(L1.1 ~ A G(l.t:-"bo ro ~ s s Or - SPLI r El/ff/DL'4
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
c:J~ du ~ .-C-~
Signature . ~
L}Nf),A Let: {)Jo~~ - (o-'f:>cE:c..u~
Name (Please type 01 print)
Uo3W~ WilY. jl{&vL~ rli.
Address .
(711) 7h5-/03c;
Tel. No.
Capacity: ~personal Representative
Date:
010 .t~. od--
Counsel for personal
representative
(MAH:rmf/AM3)
,>' .
J
,
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
fv1 AI< YELL t,v
LEC-fiff/;4 L Id--
Date of Death:
~ ~ 30 --- 2.001-
Will No,
;;2 (. 0';). OLtlt r
Admin. No.
c9 C. of) . at{\.{ ~
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on S"'i I . 0 ~ :
Name
Address
/ A/VL)A Ltc Mow H'l-'j
BAlrbAtL-A J bAN MA e--l t\ y
G to 3 W Av..-Uv ,f-GvvJ Wfi Y
Y \<'.:, WOOL) UtU5 r Da
VU 6-(,H fiA
/J.. b-C6-{ 114
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except rvO"'-.J r;
Date: (:) ~. (t.f. o-:;L-
SignaMe ~ i1u j~
Name L- iN pA L El5 M D W1:::.tl 'I
,
Address to?o ~ W).-UJN6 'fdIW VJ.A Y
M b-G-L'" AI\J;cS 6v JU, P A () 0 IT
Telephone (71h 7b 3 -10 '3 {
Capacity: V:ersonal Representative
_Counsel for personal representative
/./~\ / /-7
/ - c / - /~;
\, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
.
REV-483 EX IFP lDl-D21
FRANK H KELLY
KELLY FINANCIAL SVCS
400 BRIDGE ST STE 4
NEW CUMBERLAND ;~,PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-10-2002
LECHTHALER
04-30-2002
21 02-0448
CUMBERLAND
201
MARYELLEN
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
Rifv=483--EX--AFP--[oi~-02)-----.ii-NCificE--OF-iDETE-RMiN~Tioti-AN-D-AS-SESS-MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF LECHTHALER
MARYELLEN
FILE NO.21 02-0448
ACN 201
DATE 09-10-2002
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
30.228.05
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
30.228.05
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (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
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
\/?-b/-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 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
FRANK H KELLY
KELLY FINANCIAL SVCS
400 BRIDGE ST ST~.4
NEW CUMBERLAND (~~,17070
.~(
, ,
d
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-10-2002
LECHTHALER
04-30-2002
21 02-0448
CUMBERLAND
101
'*
REV-15~7 EX AFP <U1-U2I
MARYEllEN
Anount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :is'4-j-E3f-AFP--coY:ozY-NoficE--oF-YNHEifiTAi"-ci-TA'x."-PPR'jrisEiiENT~--ALiowANci-oR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LECHTHALER MARYELLEN FILE NO. 21 02-0448 ACN 101 DATE 09-10-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl}
(2)
(3)
(4)
(S)
(6)
(7)
137.900.00
91.746.00
.00
.00
203.627.00
.00
291. 715.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
17,780.00
121.00
nl)
n2}
Cl3)
n4}
(9)
no)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
724,988.00
17.901 00
707,087.00
.00
707,087.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
707,087.00 X 045 = 31.819.00
.00 X 12 = .00
.00 X 15 = .00
Cl9}= 31.819.00
TAX CREDITS:
............ I+T AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-23-2002 CDOO1441 1.590.95 30.228.00
TOTAL TAX CREDIT 31,818.95
BALANCE OF TAX DUE .05
INTEREST AND PEN. .00
TOTAL DUE .05
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/"}-6/-/-3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
FRANK H KELLY
KELLY FINANCIAL SVCS
400 BRIDGE ST STE 4
NEW CUMBERLAND PA 17010
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:eOUNTY
ACN
'*
REV-7!' EX AFP lDl-D2l
12-01-2003
LECHTHALER
04-30-2002
21 02-0448
CUMBERLAND
202
MARYELLEN
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R1fV:736--EX--AFP--[oi~-02i-----.Ji-Nifffc1f-OF--DETE-RMiN~Tio-N-AN-D-A!fSESS-MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF LECHTHALER
MARYELLEN
FILE NO.21 02-0448
ACN 202
DATE 12-01-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
30,228.05
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
30,228.05
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (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
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)