HomeMy WebLinkAbout02-1150Register. of:,Wills.of .York County,:. Pennsylvania
PETITION FOR GRANT OF LETTERS
al--Ua • 1i 50
Estate of Marietta F. Lehmer
also known as
No. Curnberl and
,Deceased Social Security No. 208-38-3411
Petitioner(s) who islare 78 years of a e or older, apply(ies) for:
(COMPLETE "A" OR "B" BEL~W:)
U A. Probate nd Gr nt of LL tter Te tamentary and aver that Petitioner(s) is/~~the execu~_named in the last Will of the
decedent, dated I~ovetn~er ZZ~, 2s00(~ and codicil(s) dated none
------ _ (State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
^ B. Grani of Letters of Administration
(d.b.n.c.t.a.; pendente rte; durance absentia; urante mrnoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Decedent, then 95_ _ years of age, died DE?CeglbCr 1 , 2G 02 , at Tho~rnwal d dcmes
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of Real Estate in Pennsylvania $
situated as follows
N 11.
38,000.00
20~
snace/WiIlsPetG rantlV2o0 t
/~~ ~ f/~
(COMPLETE IN ALL CASES.) Attach additional sheets if necessary
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family
or principal residence at_'I'hc~rnwald Home, 422 Walnut Bottom~~Road, Carlisle, pA 17O1'
(list street, number, and municipality)
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant
of letters in the appropriate form to the undersigned:
~' ~~-Oath of Personal Represerifative
Commonwealth of Pennsylvania ~ ~~ '`
County of York
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief or Petitioner(s) and that, as personal representative(s) of the
Decedent, Petition(s) will well and truly administer t ate according to law.
Sworn to or affirmed and subscribed ~
before me this 18th day of George F. Le er
December 20 02
For the Register
Donna M. Otto, 1st Deputy
--.~.~-
No. 21-200?-11 ,n
. Estate of Marietta F. Lehmer Deceased
Social Security No.: 208 38 3411 Date of Death: December 1 , '1002
AND NOW, lecember 18th , 2001 _____ _ , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before rne,
IT IS DECREED that Letters ~ Testamentary ^ Of Administration be granted to George I' Lehmer
d.b.n.c.t.a.; pendente life; durance absentia: durance minoritate
are hereby granted to
in the above estate and that the instrument(s) dated November 28, 2000
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ............ $ 70.00
Short Certificate(s)3.$ 0.00
Renunciation ....... $
Affidavits ( ) .:.:. .. $
Extra Pages (2) ... ..$ 6.00
Codicil ........... . $
JCP Fee ......... ..$ 10.00
Inventory ....:.... ..$
Automation Fee ..... $
Other ........:.....
TOTAL ........ $ 95.00
i~a.~
Donna M. Otto,lst be~~l~ter of Wills ~ ~
'Attorney: D S c I
LD. No: 15893
Address: PO Box 310
Dillsburg, PA 11019-0310
Telephone: (717) 43'L-9733
MAILED LET`I7~'RS TO A`I"I'ORNEY Oi~1 DECE'MI3ER 18th, 2002.
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OF
MARIETTA F. LEHMER
BE IT REMEMBERED, that I, MARIETTA F. LEHMER, of 153 Logan Road, Dillsburg,
Carroll Township, York County, Pennsylvania. being of sound mind, memory, and understanding,
do make, publish, and declare this as and for my Last Will and Testament, hereby revoking and
making null and void any and all Wills and Testaments and writings in the nature thereof by me at any
time heretofore made.
ITEM 1: I direct that my hereinafter named Executor pay all my just debts, my funeral
expenses, and the expenses of the administration of my estate. With this direction, I authorize and
empower my Executor to expend for my funeral expenses and interment such amounts as may be
considered necessary and proper, without regard to any limit that may be prescribed by a court of
law.
ITEM 2: I direct my Executor to pay all inheritance, estate, succession, and legacy taxes
of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject and to charge such taxes against my
residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any
property required to be included in my gross estate, under the provisions of any state or federal law
now in force or hereafter enacted, shall be prorated among the persons interested in my estate to
whom such property is or may be transferred or to whom any benefit accrues.
ITEM 3: All the rest, residue, and remainder of my estate, of whatsoever nature and
wheresoever situate, whether it be real, personal or mixed, including property over which I have a
power of appointment, I give, devise, and bequeath unto my daughter, JANE M. ALEXANDER,
and my son, GEORGE F. LEHMER, in equal shares.
ITEM 4: I nominate, constitute, and appoint my son, GEORGE F. LEHMER, as
Executor of this my Last Will and Testament, and direct that he shall not be required to give bond
for the faithful performance of duties in this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this c~~) -'"' day of
-~-~`=~'~~~C°~,~- , 2000.
1 4 ,.
-w. i,.
MA ETTA F. LEHMER
The preceding instrument, consisting of this and one (1) other typewritten page, was on the
day and date thereof signed, sealed, published, and declared by the Testatrix herein named, as and for
her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses hereto.
OF
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COMMONWEALTH O PENNSYLVANIA
/ ~ SS.
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COUNTY OF~ ~ ~ ~ =' ~~~ '~
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~ e, MARIE TA F. L HMER, L.__~.- /~/ ~ ~ ~ t and
X j~.
~ ~ ~`/~ ~~~C~`t ~f the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument
as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the
Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint
or undue influence.
~~
A F. LEHMER
SWORN TO AND SUBSCRIBED
BEFORE ME THIS ~ ~~ -tI1 DAY
of /~1 ''l' '1l Y%~ / , Zooo.
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NOTARY LIC
Notarial Seal
Janet 5. Gore, Notary Public
Diilsbur$ Boro, York County
iUly Commission Expires Oct. 25, 2002
Member, E'ennsylvaniaAssociationotNotaries
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.
To the Register:
MARIETTA F. LEHMER
DECEMBER 1, 2002
21-02-1150
I certify that Notice of Estate Administration required by
Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
JANUARY 2, 2003.
Name
George F. Lehmer
Jane M. Alexander
Address
519 N. Kent Street
Chestertown, MD 21620
P O Box 421
Dillsburg, PA 17019.-
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except none.
Date:
RACK, III, ESQUIRE
124 West Harrisburg Street
P.O. Box 310
Dillsburg, PA 17019
(717) 432-9733
Counsel for Personal
Representative
vim..
i _ _.
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be
determined wholly or partly by the decedent's Will.
If the decedent died without a Will, whether you will
receive any money or property will be determined by
the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
In re: THE ESTATE OF: MARIETTA F. LEHMER
ESTATE NO. 21-02-1150
To: George F. Lehmer Jane M. Alexander
519 N Rent Street P O Box 421
Chestertown, MD 21620 Dillsburq PA 17019
Please take note of the death of decedent and the grant of
letters to the personal representative(s) named below.
The Decedent, Marietta F. Lehmer, died on the 1st day of
December, 2002, at the Thornwald Home, Carlisle Borough, Cumberland
County, Pennsylvania.
The personal representative of the Decedent is:
George F. Lehmer
519 N. Kent Street
Chestertown, MD 21620
(410) 810-0472
The Decedent died Testate, and the Will has been filed with
the office of the Register of Wills of Cumberland County.
Register of Wills of Cumberland County
1 Courthouse Square
Carlisle, Pennsylvania 17013
(717) 697-0371
A copy of the Will is enclosed. An additional copy of the Will
may be obtained by contacting the Register of Wills and paying the
charges for duplication.
~ \
Date • ~ ,•'', > - G'D
j D. S RACK, III, RE
f 124 West Harrisburg Street
P.O. Box 310
Dillsburg, PA 17019
(717} 432-9733
Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002150
SCHRACK WM D III ESQ
124 W HARRISBURG ST
P O BOX 310
DILLSBURG, PA 17019
fold
ESTATE INFORMATION: ssN: 2os-3s-s4~ ~
FILE NUMBER: 2102-1 150
DECEDENT NAME: LEHMER MARIETTA F
DATE OF PAYMENT: 02/ 1 1 /2003
POSTMARK DATE: 00/00/OOOO
couNTY: CUMBERLAND
DATE OF DEATH: 1 2/01 /2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ S 1,500.00
TOTAL AMOUNT PAID:
REMARKS: GEORGE F LEHMER
C/O WILLIAM D SCHRACK III ESQ
CHECK# 518
SEAL
INITIALS: SK
RECEIVED BY: DONNA M. OTTO
REV-1162 EX111-96)
S 1,500.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
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SCHRACK & LINSENBACH
LAW OFFICES
124 W. HARRISBURG STREET • P. O. BOX 310
DILLSBURG, PA 17019-0310
v
PHONE (717) 432-9733
FAX (717) 432-1053
March 12, 2003
Donna M. Otto, Deputy Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Marietta F. Lehmer
No. 21-02-01150
Date of Death: December 1, 2002
Dear Donna:
I enclose herewith the original of the voucher that was issued upon the Register's receipt of
the Executor's payment of $1500.00. This receipt is being returned because of that check's being
rejected by Citizens Bank for insufficient funds. When you receive this, I ask that you return to me
the original of the check so that the account might be reconciled, and funds made available for
payment of taxes.
Thank you for your participation in this matter.
Sincerely,
SCHRAC SENBACH
B:
Wm. D. Schrack III
WDS/jsg
enc.
cc: George F. Lehmer
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 2 8-0601
RECEIVED FROM:
SCHRACK WM D III ESQ
124 W HARRISBURG ST
P O BOX 310
DILLSBURG, PA 17019
-- fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssrv: 2os-3$-34i ~
FILE NUMBER: 2102-1 150
DECEDENT NAME: LEHMER MARIETTA F
DATE OF PAYMENT: 02/ 1 1 / 2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/01 /2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 51, 500.00
TOTAL AMOUNT PAID:
REMARKS: GEORGE F LEHMER
C/O WILLIAM D SCHRACK III ESQ
CHECK# 518
SEAL
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
51,500.00
DEPUTY REGISTER OF WILLS
REV-1162 EX~11-96)
N0. CD 002150
TAXPAYER
/1-/09- /3
REV -1500 EX + (6~OO)
REV-1S00
INHERITANCE TAX RETURN
RESIDENT DECEDENT
c~
v
OFFICIAL USE ONLY
FILE NUMBER
2102-1150
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lehmer Marietta F.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
208-38-3411
THIS RETURN MUST BE FtLEO IN DUPlICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
APPLlCAB
X 1. Original Return 2. Supplemental Return
CAPB 4. limited Estate 4a. Future Interest Compromise (date of death after 12-12-82)
HpRL X 6. Decedent Died Testate 7. Decedent Maintained a LIving Trust 0
EplO
CRAC (Attach copy of WilO (Attach copy of Trust)
KOTK o 9. Litigation Proceeds ReceIved 010. 0
ES Spousal Poverty CredIt
NAME
(date of death between 12.-31~91 and 1-1-95)
Ol(lIE$ P Il~N~E O"p, IlH, r + '.1NJ;OR
COMPLETE MAILING ADDRESS
C P
o 0
R N
R 0
E E
S N
T
Wm. D. Schrack III Es .
FIRM NAME(lf Applicable}
Wm. D. Schrack, IllEs uire
TELEPHONE NUMBER
NUMBER
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return RequIred.
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(AttaCh Sch 0)
. '11,$' ,ULllE'j)) E'er d
-~~:mi;
124 W. Harrisburg Street
Post Office Box 310
Di11sburg, PA 17019-0310
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
11. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
31,215.89
x
X
X
X
.0 0
.0 45
.12
.15
1. Real Estate (Schedule A) (1) No'1".l OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) ~~~ 0 @ :TJ
11)
3. Closely Held Corporation, Partnership or (3) (1
"~~
Sole-Proprietorship ft' :3:
4. Mortgages & Notes Receivable (Schedule D) (4) No~. =
-<
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 39,426.70 ~
E (Schedule E) U1
C ,
A 6. Jointly Owned Property (Schedule F) (6) NO'll:!' =
P 0 CO
I Separate Billing Requested "'1) 0
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) Nonti .
U \D
L (Schedule G or L)
A
T S. Total Gross Assets (total Lines 1-7) (S) 39,426.70
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 7,853.70
0
N 10. Debts at Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 357.11
11. Total Deductions (total Lines 9 & 10) (11) 8,210.81
12. Net Value of Estate (Line 8 minus Line 11) (12) 31,215.89
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Sub.eet to Tax (Line 12 minus Line 13) (14) 31,215.89
C
o
M
P
T U
A T
X A
T
I
o
N
(15)
(16)
(17)
(IS)
(19)
0.00
1,404.72
0.00
0.00
1,404.72
Copyright (c) 2000 form software only The lClC\(ne,r Group, Inc.
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
422 Walnut Bottom Road
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
,. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
1,404.72
Total Credos (A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + E) (3)
4. If Line 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)
A. Enter the interest on the tax dUe. (SA)
B. Enter the total of Line 5 + SA This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
1,404.72
0.00
1,404.72
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!:!:!1!1!:ii!!i!!:Ij
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN
1.
11immm
-"X"
jj:jU1i:11mnli::nn1!):!)::!:
""'''''''''''''';'';';i;''''''
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Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits Of care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his
or her death? . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
o
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IT]
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Under penalties of perJury, I declare that I have examined this return, includIng accompanyIng schedules and statements, and to the best of my knowledge and belief, It is true.
plete. Declaratlon of preparer other than the personal representative Is based on all Information of whIch preparer has 11rrj knowledge.
o EASON RESPONSIBLE FILING RETURN
George F. Lehmer
519 N. Kent Street
- - -Che;;t:';rt:-own-,- - Mb- - - 216-i6 - - - - - - - - - - - - - - - - - - - - - --
Wm. D. Schrack, III Esquire
_ _ _~~~_ _"!: _ !1."",_i_~~1:'!,_g _ ?:t_r.':~:t_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
Dillsbur PA 17019-0310
DATE
~~3
fY'E
~ -:'~ '0 J
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a)(l.1) (;)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
172 P.S. 9116 (a) (1.1) Cii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years at age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is O"/" [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use af the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P,S. 9116( 1.2)
[72 P.S. 9116(aX 1)].
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. 9116(aX1.3)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.
Copyright (c) 2000 form software only The LacKnef Group,lnc.
Form REV-1500 EX (~I/. 6-00)
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21-2002-1150
\.
OF
MARlETIA F. LEHMER
BE IT REMEMBERED, that!, MARlETIA F. LEHMER, of! S3 Logan Road, Dil\sburg,
Carroll Township, York County, Pennsylvania, being of sound mind, memory, and understanding,
do make, publish, and declare this as and for my Last Will and Testament, hereby revoking and
making nul\ and void any and all Wills and Testaments and writings in the nature thereofby me at any
time heretofore made.
ITEM 1:
I direct that my hereinafter named Executor pay all my just debts, my funeral
expenses, and the expenses of the administration of my estate. With this direction, I authorize and
empower my Executor to expend for my funeral expenses and interment such amounts as may be
considered necessary and proper, without regard to any limit that may be prescribed by a court of
law.
ITEM 2:
I direct my Executor to pay all inheritance, estate, succession, and legacy taxes
of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject and to charge such ta.xes against my
residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any
Ii
I'
I
property required to be included in my gross estate, under the provisions of any state or federal law
now in force or hereafter enacted, shall be prorated among the persons interested In my estate to
whom such property is or may be transferred or to whom any benefit accrues.
ITEM 3:
All the rest, residue, and remainder of my estate, of whatsoever nature and
wheresoever situate, whether it be real, personal or mixed, including property over which I have a
.,.
; ,
.,
.1
r"r'''!:'?"~I' ...,,~. ~ .,...~ :'r.;'-~,:'''''';;''\"''
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power of appointment, I give, devise, and bequeath unto my daughter, JANE M. ALEXANDER,
and my son, GEORGE F. LEHMER, in equal shares,
ITEM 4:
I nominate, constitute, and appoint my son, GEORGE F. LEHMER, as
Executor of this my Last Will and Testament, and direct that he shall not be required to give bond
for the faithful performance of duties in this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
I/.. /~1:l:,tt~GtL
,2000,
Ji \.,' '"1-~' ;'
~ - 'I' ,
~Ai{;~;~~'F. Li[I~1'E;~~'~'
The preceding instrument, consisting of this and one (1) other typewritten page, was on the
day and date thereof signed, sealed, published, and declared by the T estarrix herein named, as and for
her Last Will and Testament, in the presence of us, who, at her re'll/cst, in her presence and in the
presence of each other. have subscribed our names as witnesses hereto.
t~~-
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COMMOX~~~J ,
COUNTY OF '
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the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument
as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the
Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint
or undue influence.
SWORN TO AND SUBSCRIBED
NolarIaI Seal
J_t s. Gore, Nola/)I Public
DlIIaburg Boro, York County
My Commission Expires Oct. 25, 2002
Member, PennsylvanlaAssoclalionolNolaries
h1tP^'~ ,j!:' (tL....J.-."-.,
MARIETTA F. LEHMER
~ee
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REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ITEM
NUMBER
1
DESCRIPTION
Citizens Bank - ckg acct 610074-652-6
VALUE AT DATE
OF DEATH
38,716.35
2
Highmark - refund of unused premium
337.35
3
United States Treasury check
373.00
TOTAL (Also enter on line 5. Recapitulation) S
(If more space is needed, insert additional sheets of the same size)
39,426.70
r"'"",rl...ht (A 1QQI':. f,.,rm...,.,ft.....:or'" ,.,,,Iv rpc:v.,t"'...." II'V"
,,___ .,~\I_,CI:'UI ~v ,_
+~ CITIZENS BANK
Account Number
Account Title
Date 0 ened
----..-.--..--
Account Ty e ~~__
Princi al Balance as of DOD
Interest form Last Posting to D
Account Balance as ofDOD
YTD Interest to DOD
----.
6100746526
-
MARIETTA LEHMER
06/06/1966
---- .,-.-------
--------- _n.__ Checking
$38709.89
-'--'.-
OD $6.46
.-
$38716.35
$41.29
-
REV-1511 EX +-(1-97)
COMMONWEA.l TH OF PENNSYL V ANjA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
SCHEDULE H
FUNERAl EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Marietta F. Lehmer
SS!I 208-38-3411
12/01/2002
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
DESCRIPTION
1
FUNERAL EXPENSES,
Cocklin Funeral Home
FILE NUMBER
2102-1150
AMOUNT
5,723.70
1,500.00
95.00
25.00
10.00
500.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
7,853.70
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
('......."ri"ht (,.~ ,qqS fnrm "l:"ftw""..nnlv r.PC;vc:b>m"l: ll'lr
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees Wm. D. Schrack, III Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4.
Register of Wills
Probate Fees
5. Accountant's Fees
&. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Miscellaneous expense - photocopies, postage, Notary, etc
2
Register of Wills - filing fee
3
Reserve for future administrative expense
REV-151Z EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marietta F. Lehmer
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSff 208-38-3411
12/01/2002
FilE NUMBER
2102-1150
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Pharmerica - debt of decedent
AMOUNT
201.15
2
Thornwa1d Home - debt of decedent
155.96
TOTA.L (Also enter on line 10, Recapitulation) S
(If more space is needed, insert additional sheets of the same sjze)
CopyrIght (c) 1996 form software only CPSystems, Inc,
357.11
I:~~~ ,011""" ....~- ---
REV-1S13 EX -t{9~OO)
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANeE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marietta F. Lehmer
SCHEDULE J
BENEFICIARIES
SSlI 208-38-3411
12/01/2002
FILE NUMBER
2102-1150
RELA I IONS HI... TO DEC~DENT AMOUNT OR SHARE
Do Not List T,uslee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [InclUde olJtrlght spousal dlstrlbutIQns., and
transfers under Sec. 9116(a)(1.2)}
1 Jane M. Alexander
P. O. Box 421
Di11sburg, PA 17019-0421
Daughter 1/2 of
residuary
estate
2
George F. Lehmer
519 N. Kent Street
Chestertown, MD 21620
Son
1/2 of
residuary
estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 1S THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyrlght (c) 2000 form software only The Lackner Group,Inc.,
0.00
<<----- "_.. ~---
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EXI11-96)
NO. CD 002569
SCHRACK WILLIAM D III ESQUIRE
124 W HARRISBURG STREET
P O BOX 310
DILLSBURG, PA 17019
fold
ESTATE INFORMATION:, ssrv: 2oa-3s-34i i
FILE NUMBER: 2102-1 150
DECEDENT NAME: LEHMER MARIETTA F
DATE OF PAYMENT: 05/15/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/01 /2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ S 1,404.72
TOTAL AMOUNT PAID:
REMARKS: WILLIAM D SCHRACK III ESQUIRE
SEAL
CHECK# 3487
INITIALS: SK
RECEIVED BY: DONNA M. OTTO
S 1,404.72
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
C~
IN RE: THE ESTATE OF
MARIETTA F. LEHMER
LATE OF CARLISLE BOROUGH
CUMBERLAND COUNTY, PENNSYLVANIA
THE COURT OF COMMON PLEAS
CUMBERLAND CO., PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2102-1150
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that we, as beneficiaries and
heirs of t:he Last Will and Testament of MARIETTA F. LEHMER, late of
Carlisle Borough, Cumberland County, Pennsylvania, deceased, do
hereby acknowledge that we are about to receive from the Executor
of the Last Will and Testament of the decedent, a distribution,
representing the current balance of our share of distribution in
said Will, in full, as total satisfaction and payment of such sum
of the Esi:ate of MARIETTA F. LEHMER.
We desire that the shares of the Estate be distributed without
the formality of a court adjudication and final accounting, in
order to save expense, publicity, and delays incident to such court
proceeding, and authorize the said Executor to make such
distribution upon return of the Receipt and Release.
AND, THEREFORE, we, by these presents, remise, release,
quitclaim, and absolutely discharge, indemnify and hold harmless
the Executor, his executors, heirs, and administrators, of, and
from said legacy, and of and from all action, whatsoever, for or by
reason thereof or relating in any way to his administration of the
Estate or ~of any other act, matter, cause, or thing whatsoever from
the beginning of the world to the date of these presents.
INTENDING to be les~a~.,,ly bound hereby, We have hereunto set our
hands and seals this ~ day of ~~ 2003.
i ~ ~~'
~~
EO ~~ F. MER, Executor
:._ V
J
aK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marietta F. Lehner
Date of DEaath: December 1, 2002
Wi 11 No . 2102-1150 Admin . No .
3?ursuant to Rule 5.12 of the Supreme Court Orphans'
Court RulE~s, I report the following with respect to completion of
the administration of the abc•:e-captioned estate:
:l. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete :_
:3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account w:Lth the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did r.he personal representative state an
account informally to the parties in interest? Yes X No
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.
~ A ~~ ~ i
Date : __~~~~ .:~
~`-- a t r
William D. Schrack, III
Name (Please type or print)
`''-~~'~:.i 124 W. Harrisburg Street, Dillsburg, PA 17019
''~`~`~ Address
7Z~ ( U ~~ ~~~ ~~• ( 717 ~ 432-9733
Tel. No.
_;C.acity: Personal Representative
Counsel for personal
representative
(MAH : rmf /P.,M3
~~ ~ , ~
BUREAU OF INDIVIDUAL 'TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
WILLIAM D SCHRACK
124 W HARR]:SBURG ST
PO BOX 310
DILLSBURG PA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 E% AFP (O1-OS)
~'"~ DATE 06-09-2003
•~ ESTATE OF LEHMER MARIETTA F
DATE OF DEATH 12-01-2002
FILE NUMBER 21 02-1150
~~~ •'' ~-~ ~ `~ ~ ~ ~~ ~ COUNTY CUMBERLAND
ACN 101
Amount Remitted
17b19-0310
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEHMER MARIETTA F FILE N0. 21 02-1150 ACN 101 DATE 06-09-2003
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00
(2) .00
(3) .00
(4) .00
(5) 39,426.70
(6) .00
[7) .00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
39,426.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 7,853.70
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 357.11
11. Total Deductions (11) 8 . 1 0 _ 81
12. Net Value of Tax Return (12) 31,215.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule Jl (13) .00
14. Net Value .of Estate Subject to Tax (14) 31,215.89
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 31,215.89 X 045. 1,404.72
17. Amount of Line 14 at Sibling rate (171 •00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00
19. Principal Tax Due (l9)= 1,404.72
rev roenrT~.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2003 (:D002569 .00 1,404.72
TOTAL TAX CREDIT 1,404.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, 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.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life ar for years, the Commonwealth hereby expressly reserves the right tc appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Secticn 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment tc the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Dffices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / ar
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Bcard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident
Decedent^ CREV-15011 for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar Year with that rate
announced by the PA Department of Revenue. Tha applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 2D% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .OOD137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest ^ust be calculated.