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HomeMy WebLinkAbout01-0270 REV-1500EX(5-DO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 w ,.., ~~CI) u"'>: w..u ",00 u"'-' ..<II .. '" I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) LYONS, JR. RALPH DATE OF DEATH (MM-DD-YEAR) 1& <)./0:;> - io REV-1500 OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~ L - -0-'- COUNTY CODE YEAR ,;),70 NUMBER SOCIAL SECURITY NUMBER L. DATE OF BIRTH (MM-DD-YEAR) 174 1131 - 20 02/14/2001 11/06/26 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER LYONS ROSEMARY K. []I 1. Original Return o 4. Limited Estate []g 6. Decedent Died Testate (Atlach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12-1H2) o 7. Decedent Maintained a Living Trust (AtlachcopyofTrusl) o 10. Spousal Poverty Credit (dale of dealh between 12.31-91 and 1+95) o 3. Remainder Return (date ofdealh priOf to 12-13-82) o 5. Federal Estate Tax Return Required -l 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AtlachSch0) ,.., z w c z o .. '" w '" '" o u 'TIlIS'SEC1'Il)' -1.\ ,S ,13EC()MPI.ETED;'ALLCORRESPONDENCE'ANDCONFIDENtIAI.TAXINFORM...tIOI($ NAME COMPLETE MAILING ADDRESS William A. Yocum Es uire 3001 Market Street FIRMNAMEIIfAppli~bl'l Camp Hill, PA 17011 TELEPHONE NUMBER 717-761-5041 :J:\l;bIRI:CtEO ,TO! (I) (2) (3) (4) (5) (6) (7) 5,439.34 (8) (9) 10,785.30 (10) R,SOO 00 OFFICIAL USE ONLY 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G orL) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) z o !ci: ...J ::l l- e: <C u w 0:: 5.419_14 (11) (12) (13) 19,285.30 00.00 (14) 00.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) z o ~ I-' ::l Q. :iE o u X ~ 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rale 19. Tax Due x.O_ (IS) x.O_ (16) x .12 (17) x.15 (18) 00.00 (19) OP,N i'- ~ . " CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20,0 /,:^,"W:"'1,.,> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <<-"''''f '.,' Decedent's Complete Address: STREET tB~E61d Mill Drive CITY Camp Hill TSTATE I ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 00.00 Total Credits (A + 8 + C ) (2) 3. InteresUPenalty if applicable D.lnterest E. Penalty TotallnteresUPenal1y ( 0 + 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. A. Enter the inlerest on the tax due. (5) (SA) 00.00 00100 8. Enter Ihe lotal of Line 5 + SA. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 00.00 ~. ., PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedenl make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 o. retain a reversionary interest; or.......................................................................................................................... 0 d. receive Ihe promise for life of either payments. benefils or care? ...................................................................... 0 2. If death occurred. after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideralion? .............................................................................................................. 0 3. Did decedenl own an "in trusl for' or payable upon dealh bank account or securily al his or her death? .............. 0 4. Did decedenl own an Individual Relirement Account. annuily, or olher non-probate property which contains a beneficiary designation? .......................................................................... .............................................. IXJ No IKI IX] IX] IX] IX] IX] o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under perlallies of perjury, I declare thai I have examined this return, including accompanying schedules and statements, and to the best or my knowledge and belief, it is true, correct and complete. Declaralionofpreparerolherlhan the personal represenlalive isb ased on all informalion of which preparer has any knowledge. SIGNATURE OF PER~ RESPONSIBLE FOR FILING RETURN " , .J DATE 0'" ;} 7\ ~. ADDRESS 108 Old Mill SIGNATURE OF PRER 17011 ADDRESS I 3001 Market Street, Camp Hill, PA 17011 ~aum:l!-,,,- ~~~~.:wz?,I'j'J'"'~~i1l:~q~'O'!1i.'tf!',~.lfll,""ln"""'"...,-,, """~,'!~~~I!.r.I'7~..~UI\':li"j.~",,,,,~..~~.~,~ _ ~, ._. ,._"",,,pll~;+lt1;~(,i,qJ~m;t For dales of death on or after July I, 1994 and before January I, 1995, Ihe lax rate imposed on Ihe net value of Iransfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)J. 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% (72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemol a transfer to a surviving spouse from lax, 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 I, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparenl 01 the child is 0% [72 P.S. 99116(a)(I.2)]. The tax rate imposed on the nel value oftranslers to or for Ihe use of Ihe decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The lax rale imposed on Ihe nel value 01 Iransfers to or for the use of the decedent's siblings is 12% 172 P.S. 99116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ''''~'''m''''''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF RALPH L. LYONS, JR. FILE NUMBER 2001-00270 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM l~jCLUDE THE NAME OF THE TRANSfEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DAlE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE ATT/lCfI A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET IFAPPLlCABlEI NUMBER INTEREST 1, Mellon Bank, NA - IRA 5,439.34 100 5,439.34 "Beneficiary was spouse, Rosemary K. Lyons TOTAL (Also enteron line 7, Recapitulation) $ 5,439.34 (If more space IS needed, Insert additional sheels of the same size) REV.1511EX.ll-91j . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RALPH L. LYONS, JR FILE NUMBER 2001-00270 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Funeral. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7,843.00 Cemetery Plot................................................... . 700.00 Internment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 800.00 Flowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217.30 Lunchemn........................................................ . 570.00 B. ADMINISTRATIVE COSTS: 1. Perwnal Representative's Commissions Name of Personal Representative (s) Social Secunty Numbe<<s) I EIN Number 01 Personal Represenlative(s) Street Address City Slate Zip Yea~s) Commission Paid: 2. Attorney Fees ........................................................ 500.00 3. Family Exemption: (Ifdecedent's address is not the same as claimant's, attach explanaUon) Claimant Street Address City Slate Zip Relationship of Claimant to Decedent 4. Probate Fees ........................................................ BO.OO 5. Accountant's Fees 6. Tax Retum Preparers Fees ................................................. 75.00 7. TOTAL (Also enter on line 9, Recapitulalion) $ 10,785.30 (If more space is needed, insert additional sheets 01 the same size) ''''."'',,.,''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF RALPH L. LYONS. JR FILE NUMBER 7001-00710 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Home Equity Loan to pay for decedent's Bereiatric hospital bed... 8,500.00 TOTAL (Also enter on line 10, Recapitulation) $ 8,500.00 (If more space IS needed, insert additional sheets of the same size) ~ SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DiSTRIBUTIONS (include outright spousal distributions) FILE NUMBER 2001-00270 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ESTATE OF RALPH L. LYONS, JR. 1. Rosemary K. Lyons 108 Old Mill Drive Camp Hill, PA 17011 Spouse Entire REV-1513EX+ (1-9l) '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RALPH L. LYONS, JR. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I . TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Rosemary K. Lyons 108 Old Mill Drive Camp Hill, PA 17011 FILE NUMBER 2001-00270 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse AMOUNT OR SHARE OF ESTATE Entire ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 n. 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) , @ Mellon I R {1/5 f~1'i Mellon Bank, N.A. Retirement Plans Center P.O. Box 41520 Philadelphia, PA 19101-1520 MAY 07, 2001 Rosemary K Lyons 108 Old Mill Rd Camp Hill PA 17011-8201 Dear Client (s): MRS. R. LYONS RE:TD#1179079/#1179082/SA#0355-258014 As per your request, we have completed the following transaction (6) for the above referenced account (s). (Xl DECEDENT WITHDRAWAL INTEREST WITHDRAWAL/DECREASE ACCOUNT CLOSING PARTIAL REDEMPTION [Xl Your check number 0258171561 for $5,459.34 is enclosed. Your Tra~sfer Authorization\Direct Rollover Request is enclosed. Your certificate receipt is enclosed. Your passbook is enclosed. If you have any questions, please telephone us at the number listed below. Thank you for banking with Mellon Bank. l1ttr1tlY, ~B~NEY/bmcd Retirement Plans Representative (215) 553-8080 (800) 552-2621 I tV <2D 11;( ~ TA~ f.U 3F l' ff - (.Je/.-.JJ Uf tts ..51 (I 37 C A{LE'i) .5- ({-or -- ;!:o5 II-.fll- Exh~b,f.A, ~ I ,-. EQUIPMENT DELIVERY RECEIPT DELIVERED TO: /) () j) FACILITY NAME KO ~ f\V\ (~.Cf'r1LL),---, I1i' /"\ . JGB ( ~fd f: J )J f ),,)1 i.A/( , e a /1/)\,/0 ~-l( j /tr'A I 7)1 / TELEPHONE NUMBER (j -/ r7 -r-Y7 //J?V r\ (. t \1,,(\ Y\ S j ADDRESS RESIDENT NAME ;:\-~ .,,' \",.f'. ROOM NO. ' I~,' ') \U \,' , ,( e FACILITY ACKNOWLEDGES THE DELIVERY OF EQUIPMENT AS REQUESTED: MANUFACTURER & MODEL OF EQUIPMENT '-18/1 P \, T'/ ~<:"d J! . / SERIAL NO. 0.70 Go q (/7 , /J SIGNATURI(0 ;f...,. v [,uY\ -Ji(///9C r- ", '\e (' \ " If ~_/ -"" '--- \) _ ('--/.j N3oel,') ) '. .eO (':7<-,~/ (i " POSITION DATE 1:1 I u I()C) BY ERGO SCIENCES me. ~"-l1.{~O r )-1Yf_ rA iJ. I h fj i I ( f1 r( 14/ 2Jg'Q 3735 y) E.x hl))/ 'j-, 13 5064 West Chester Pike. Edgemont, PA 19028 Phone 800-898-4311 . Fax 610,353-7209 ,.---' ( ,./ .\ ~ ------.. '~ -- "' / ) '\ / \ 4- ----.. '\. 1 j ...~ '., i j/ / .\-. ~ " . I -"....: , I I j / , " t-- J;~ , .. r o -<l d~ a:: ~ffi 9 '~c. 0 OW .. ;~ 03..' 1]',Ij .il '!ta ~,-. "':~:,i. ,Ii .,. "~ ~,', ~ <if '" 3 ii' ~ -........ -- "--- .-./' ,I , -~ , , ,,",, ~ El' i o ~ !'f ru .... OJ OJ .... -<l ".... L/'1 OJ -<l .. . ',." .:\ " '\ -, Ex hi t/J- C Parthemore Funeral Home & Cremation Services, Inc. 1303 Bridge St.-P.O. Box 431 New Cumberland, P A 17070-0431 (717)774-7721 Mrs. Rosemary Kumpf Lyons 108 Old Mill Drive Camp Hill, PA 17011 Exh;6t}- j) For receipt on the account of: Mr. Ralph L. Lyons, Jr. Jr. Date ofpayment: 0311512001 Cash/Check #: 132-R Lyons Service Number:2001013.0 Balance: $ Payment Amount: $ Balance: $ \L.\ 7843.00 VcY- . -7843.00 -y- ~ 0.00 I UI"iL REFERENCE ITEM AMOUNT DEUSVC TAX TOTAL TOTAL DUE ~"._".~-" 2/19/01 000006001 FUNERAL ARRANGEMENT, CASKET $205.00 $0.00 $12.30 $217.30 $217.30 Occasion: Miscellaneous RALPH LYONS (f~/1/ 61 / 'f r .",jl,.:" ACCOUNT NUMBER+"";'," 0000002162 CURRENT $217.30 30+ DAYS $0.00 60+ DAYS $0.00 90+ DAYS :- "120+ DAYS' $0.00 $0.00 $217.30 MARCH SPECIAL - ONE DOZEN CARNATIONS IN A VASE (NATURAL COLORS) WITH ACCENT FLOWERS, FERN AND A DECORATIVE RIBBON - $20.00 WITH A FREE MYLAR BALLOON - CASH AND CARRY - DELIVERY $4.00 EXTRA - THINK SPRING! IT'S RIGHT AROUND THE CORNER! ,EY/;,h/)- E PAl}) 31 L - 01 &J Office of Catholic Cemeteries Diocese of Harrisburg PO Box 3651 Harrisburg, Pennsylvania 17105 Phone (717) 657-4804 Invoice No. 12-0785 INVOICE """'" --- Customer "' "' Name Address City Phone ROSEMARY LYONS 108 OLD MILL DR CAMP HILL State PA ZIP 17011 Date Order No. Rep Terms 2/22/2001 12-0785 GATE OF HEAVEN 90 DAYS Date Description TOTAL - -._-~ ---~800.0i:i 02119/01 INTERMENT FOR RALPH L. LYONS, JR. ~ D\ ( V \\0 I 'br ~ lp ) ~/ J * . ~; SubTotal $800.00 $0.00 TOTAL $800.00 Please return one copy of invoice with your payment. If not paid within 90 days, a finance charge of 6% will be added. [;()7/ )/If F &J Office of CaTholic CemeTeries DIocese of Harrls.burg PO Box 3651 Hafrisbur-g. Pennsylvania 17105 Phone (717) 657-4804 Invoice No. C2-2899 INVOICE """'" Customer Name Address City Phone ROSEMARY LYONS 108 OLD MILL DR CAMP HILL State P A ZIP 1701 I' Date Order No. Rep ,Terms 2122/2001 C2-2899 GATE OF HEAVEN 90 DAYS Qty Description Unit Price TOTAL 2 - INTERMENT SPACES $700.00 $1,400.00 2 INTERMENT SPACES $350.00 $700.00 SubTotal $2,100.00 Downpayment $700.00 TOTAL $1,400.00 If/6:J.,-7 C0_tJ~ ~_n Rif 16J Ji~ f}L- Please return one copy of invoice with your payment. If not paid within 90 days, a finance charge of 6% will be added. c- X)I/ j / J- C, RECEIPT FOR PAYMENT ----------------~-- ------------------- Cumberland County - Reqister Of Wills Hanover and Hiqh Street Carlisle, PA 17013 Receipt Date Receipt Time Receipt No. 3/12/2001 11:3.3:42 1 O:\,~ '.17: LYONS RALPH L JR File Number 2001-00270 Remarks ROSEMARY K LYONS DO ------------------------ Distribution Of Receipt ------------------ Payment Amount Payee Name 60.00 CUMBERLAND COUNTY GENERH 6.00 CUMBERLAND COuNTY GENER. 9.00 CUMBERLAND COUNTY GENERA. 5.00 BUREAU OF RECEIPTS & CNl'L Transaction Description PETITION FOR PROBA SHORT CERTIFICATE EXTRA PAGES JCP FEE Check# 3676 Total Received......... $80.00 $80.00 EA'~/j;).. )f PETITION Ii'OI{ !l!{OBATE and GI{ANT Ol~ LETTEItS ::2\- 0\ - ;;:)iD Ralph L. Lyons, Jr. No. To: Estate of also kno wn as Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 174-20-11 31 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 executrix in the last will of the above decedcnt, datcd All 811 Q t 4 J and codicil(s) dated named , 19-9L- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 108 01 d Mi 11 Drive. Lower Allen Township (list street, numuer, 'l'wp. or Boro.) Decedent. I hen 74 years of age, died at Lower Allen Township (home) Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of t.lle will offered for probate; was not the victim of a kilting and was never adjudicated incompetent: 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: February 14, ,+~ 2001 , $ 21.000.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s} presented herewith and the grant of letters Te 51 t amen t 1;l ry (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~ u u c u :g3 u ... o::u C -00 c';:: rj'~ 3~ v..... ~ 0 ~ C l:lIl Vi ~",,#A??r I: ir~ ~t~?i~! ~~fr OATH OF PEI{SONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF Cumberland The petitioner(s) above-named swcar(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 pctitioner(s) will well al truly administer the estate according to law. :/ affirmed and 8TH MAR llo-~IW-)O ~- V) ~. ::s C:l - ;:: ~ ~ No. /1 - 01 - ?70 Estate of RALPH L. LYONS, JR. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 1 ~, X~ 2Q01, 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 AUGUST 4 t 1997 described therein be admitted to probate and filed of record as the last will of Ralph L. Lyons. Jr. and Letters Testamentary are hereby granted to RosemClry K. Lyons '- FEES Probate, Letters, Etc. ......... Short Certificates( 2) . . . . . . . . . . Renunciation ................ X~PAGES JCP $ 60.00 $ I) OF) $ $ 9.00 /,5. 00 .TOTAL _ $ AO 00 . . . . .M~~CH .1? ". .?'QO.1. . . . . . . . . . . . . . William A. Yocum, 06263 ATTORNEY (Sup. Ct. 1.0. No.) 3001 Market Street Crimp Hi 11 ~ "PA' 17011 ADDRESS (717) 761-5041 Filed PHONE Mailed letters to Executrix on 3-12-01 'Co h h . t' m"t'lon here given is correcrlv copied from an original certificate of death duly filed with me as h ' is to certll j t at t e m or <1. " , .., . '1' I. )'.; i Registrar. The original certificate will be forwarded to the State Vital Records othce tor permanent h mg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~-,-Iijjfi1ii;;;-;;/"";;;,~ 1.\I~(~\.}~OJ-1{fj~~ !..,".;;:.'tt;'/' ''-:.'If'L~, I,' ~/ _ ',,-:?-: ~ it"""'! tIUr. '?":;. / ~ ~I __ --'?!'~ \"p ~ I~C); - :-~_. ~~~ \: c-1 "'l',h '~ ~,I;b.. ~ .... " - . ....~ '. " :\ ',...1 \~-" /~/ ,- ~" / ~,\\'I \':~:-~:ft9hi~-- - .(~\; Itl.~ ~"~,, EN1 \\ 1'1'111 ~O/II,'IJ p 7176910 No. ~J "," f.A.,.4'G/.!C/ ":;{.1? ?~'2.,~. , Y T'" 'Y Local Registr~r" "..-li/ U C' t-' 7QQ1 1 t_' Date COMMONWEALTH Of PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH e. 2187 NAME Of DECEDENT tF',;SI Mod.Jie~- ---.--- . SEX a. male 1. Ralph UNDER 1 YEAR ~ Oays BIRTHPLACE (CAy;ond Slal. Of fCleogt1 Counlryl PU\CE Of DE,(J"H /CI>eck llflly f)fle - __ "'Slrucl""'" on omel _, HOSPITAl' Massillon, OH Inpali.nl 0 E~I1.nt 0 7. ... FACILITY NAME (II 1lllI1nSI'1UllOl\, 91'18 ~lleeI ..-cIl\llI'I\llef. OOAO :=dy)O L. AGE (laSl BonIlOay) 74 VIS. '-5. _ COUNTY OF OE1JH .. !! ~.. Lower Allen Twp. ec. .... KINO Of BUSlNESSllNOUS1RY Cumberland DECEDENT'S USUAl OCCUPRIOM (an.. tund d WOfk oone dulltlQ most ... oI.....king ..; do noI use le\lfelll O"l1L Carpenter Ilia. Construction . DECEDENT'S MAIlING AOOAESS (SlI... CllyflOwn, S\aIe. Zip Code) DECEDENT'S 108 Old Mill Drive ~~~~ Camp Hill, PA 17011 ~~~~~ 11.. Slat. STAlE FILE NUMBER SOCIAL SECURITY NUMBER DATE OF DEATH ,MCNII. Oa~.""") ~ February 14, 2001 3. 174 20 1131 RACE. Ameocan IncHn. Blac:k. WhiI.. etc. (SpIlClly) MARITAl ST,(J"US . Matriecl N._ Married. W_. OMlrced (SpectIy) 14. married 17c.1il v... ~nllMod in white SURVIVING SPOUSE \11 ..... \II" ma.aen name) 11. Rosemary Kumpf Lower Allen 1 lb. Coun Did dec;edenl Iiwo .. . Cumberland 1oWnSllip1 17d.O :':::::'~0I MOTHER'S NAME ,F.sl. Mod<Je, Maoden Surname) Eva Eshenour CIly/boRl la. FATHER'S NAME (FilS!. MIOdIe. laSl) II, Ralph L. Lyons INFORMANT'S NAME (T ypelPnnQ He. Rosemary Kumpf Lyons METHOD Of OlSPOSlTIOM 8uriaI1iO Crernal"'" 0 AMnovaI bom Sial. 0 ~ D Other (Speedyl 21L SlGHAJURE OF F lWp. 11. INFORMANT'S MAILING ADDRESS (SIr... C.lylTown. SlaI4l. lip Code) 108 Old Mill Drive, Camp Hill, PA 17011 PlACE OF DISPOSITION, Name of ~.ry. C,.malOlY LOCAflON. CityI1Own. Stal.. Z"lI>Code (W Other Place Gate of Heaven Cemetery ale. 2001 22a. ComPel. ._ 23a-i: n ce p/Iyslaan . noI available al I,m. 01 dea'"to c:endy ~ 01 death. LICENSE NUMBER a2b. FD 013 340 L the beSI of my know'-<lge. death occurred a'lhe "me. dale and plac. slaled (Signature and Tille) I.... 24.2e _ be compleled by per--. wno pronouncee deal". :I3L TIME Of DEATH D,(J"E PRONOUNCED DEAD (M",,"'. Day, Veal) '2-\4...0\ 24. 7: J 5 M. 25. 27. I'lUn I: En..rlhe diMases, iojurieSor complK:allOflS which caused Ihe dealh Do nol enl.rlh. mode ot dyi"ll. such a. ca.Oiac or respllalory arreSl, shock or h.art lailur. LIIl 0I'lly one cause on each_ ....OIATE CAUSE (FUlaI ~ 01 Con<ldlOn ,..-ng", 0Mlh)- L' A'K. i:) 10 }A-l.J 0 r AT\4 \../ ~ DUE 10 lOR AS A CONSEOUENCE Of): I.) I A ~b;T6 S DUE 10(00 AS A CONSEQUENCE Of): t.DP-C>~A~1 1\1-2--1f:::..;2.y DUE 10 (00 AS A CONSEQUE NeE OF)' DIseASb" Sequentially !ill condoIions ~ an,. IMdinQ 10 1IIIIMdIa1. _. Enter UNDVIt.YINO CAUSE (Oosease 01 "'PMY lNt~e_ r..-ng '" <leelt\llAST d Wo\S AN AU10PSV WERE AUlOPSY FINDINGS PERFORMED? _\.ABlE PRIOR 10 COMP\.ETION OF CAUSE OF DEATH? MANNER Of DEATH _urat if Horn'<"de 0 Acclden. 0 Pandt"llln_igalion 0 Suicide 0 Could noI be delermlned 0 DATE OF INJURY (Monll1. Day. ~arl Upper Allen Twp., PA 17055 21d. IWAEANOADDRESSOfFAClllTY Parthemore F. H. & C. S., rne. Uc.P. O. Box 431 New Cumberland. PA 17070-0431 LICENSE NUMBER ORE SIGNED (Month. Day. _I 23b. 231:, WAS CASE REFERRED TO MEDICAL EXAMINEAlCORONER1 Yea 0 No k\I at. I Approxlmal. :=.=: I I , PART II: 0IMt sogtlillcanl condiIions contributing 10 dealh. but noI ruuIling in the ~ ~ given in PART I. TIME OF INJURY INJURV AT WORK? DESCRIBE HOW INJURY OCCURRED. v.. 0 NoD M. :JOe. zt. 3011. 3011. PLACE Of INJURY. AI horn.. tarm. Slr..l, fac\ory.offic. buildinQ. elc. ISpec,r.) 3011. ....0 V" D NoD No Be. 21la. CERTIFIER {Check oniy one\ 'CERTIFYING PHYSICIAN (Phys.c...n c",..tyonq e<>u5e 01 <leattl whe" a"OIn.. ph"""", has pronounceo aealh ana comple1ed nem 231 To _ _lot my know-.... death oc<:unotd _ \0 the ceuae($) and mann., a. staled. . . . . . . . . . . . . . . . . . . . 'PRONOUNCING AND CERTIfYING PHVSICIAN (PhySIC",n 00111 ~'onouroC,n9 <.Iedlh and Ce''''V''''llocause 01 aealn\ To"" Mat 01 my know....9ft. death QCcurred allhe time. dal.. and place. and due \0 lhe cause(.) and manner .. .'aled. , /" / ,/ ."t.;.".. 'MEDICAL EXAMINER/CORONER On the ba.i. ot...minal/on and/or investigation, in my opinion. de.lh occurred al Ihe tlm., dal.. and place, and due 10 the cause(al.nd manne, as slaled.. . . . . . . . . . . . . , . .. ..........,...........,............,..........,................................ 31a. 33 R~~N~ \2/I~/11 ....Q -., ICE R D,(J"E S1GNEOtMonln, Day, ~ar) o 31C.o SOD ~ 44 <;;:E 31d. z..{ll.I/O / NAME AND ADDRESS Of PERSON WHO COMPLETED CAUSE OF DEATH lllem 27) g'ECi{\~ ~ 14 ,L C. /i\ u..;LU\ 't~ COLoMp 1-+-'; 1\ pA o 32. OATE FILED (Monlh Oav. Vear) ,.. U /,. - o? l?a / b- - CEH'rIFICATION or NOTICE UNDEH nUJJE 5. G (a) . Name 01 Decedent: RALPH.L. LYONS, JR. Date of Death: February 14, 2001 Will No. 21....2001-270 l\clmln. No. To the Register: I certify that notice of beneficial interest required by Rule 5.G(a} of the Orphans' Court :Hules was served on 'or mailed to .the [allowing beneficiaries u[ the above-cuptlonecl estate on May ,2001 Name Address 1. Rosemary K. Lyons 108 Old Mill Drive, Camp Hill, PA 17011 2. Linda Louise Cover 101 Rosedale Avenue, Middletown, PA 17057 3. Lynn Eileen DeMart~n 1059B York Road, Dillsburg, PA 17019 4. . Kathleen Ann Harney, 17 Squire Avenue, Mansfield, MA 02048 CONTINUED ON REAR Notice has now been gIven to all peJ:sons entitled thereto under I\ule 5.G(a) except No Exceptions May 7 ' 2001 '1 ~~(~/ ,.., t ~ 01g11rl . ure./ I ! V J/ ~. 1\. ~~;v{'&~ Date: Name Rosemary K. Lyons Address 108 Old Mill Drive Camp Hill. PA 17011 'felephone (717) 737-1688 Capacity: x Personal n~presentatlve Counsel [or personal representa Li va r.F.'RTTFTr.ATTON OF NOTTr.F. TTNDF.'R 'R"lp l) n(;:!) r.nnrim'pr1_._.____~__ Ralph L. Lyons, Jr., Estate 5. Ted Gerard Lyons 9 Cedar Road, Mechanicsburg, PA 17055 6. Patricia Rose Lyons P.O. Box 597, Barre, MA 01005 7. Laura Lee Rhodes 3266 Fulling Mill Road, Middletown, PA 17057 8. Becky Ellen Burks 652 Copper Circle, Lewisberry, PA 17339 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: Rosemary K. Lyons being duly according to law, deposes and says that she is the Executrix of the Estate of Ralph L. Lyons, Jr. late of --Lo.wer--Allen-Township_________ I Cumberland County, Pa., deceased and that the within is an inventory made by her ___ ----I the said Executrix of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. sworn N#{lfAhPl t; ~~j~~ t).~~ }{i2001 , / t / I: (:,7'; /,"'-( ~ i. ...~ ./ \ , xeeutor . Adm~J,( rator Sworn and subscribed before me, 108 Old Mill Drive i-__-G-;T;~:x e ,;;;;:_. "'OIIJ > . t ,,__. j ! , Camp Hill, (Lower Allen Township) PA 17011 Address Date of Death 14th Day February Month 2001 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory mus"t be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV. Fiduciaries Act of 1949. . -0 >- I-l en .- w IJ lit >- 0:: .- to S 0 w < Q) " ~ 0.. .- (f) u U N 0 0 V) Q Q) en 0 0 w e:::: w 0 C t7' :;>-4 >0- J I to en .-- 0.. 0.. r:: .-f Z .- -J u.. H to .... 0 u.. -J < 0 . ! 0.. <:: 0 I UJ 0 < w J >. :s: .-f > e:::: ~ s< N II z .... m Z 0 c: C ::l 'r-! 0 V) Z 0 r-l 0:: U r-l Z I UJ < vt- 'r-! a.. " :?: c: to I ! ..... "'i: 0 Q) ..a ~ Q) E " .... en 0 I to ::l 0 -I U u: ~ Inventory of the real and personal estate of RALPH L. LYONS, JR deceased 1. IRA - retirement account in decedent's name payable to surviving spouse in Mellon Bank, NA.......................................... 5,439 34 TD/11179079 1179082 SA1t0355-258014 TOTAL. . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 5 , 439 4 ~ /t-,::j/6--/(i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Reco! c Rep' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-31-2001 LYONS 02-14-2001 21 01-0270 CUMBERLAND 101 j...-..d "--'I WILLIAM A YOCUM iQi 3001 MARKET ST CAMP HILL JAN -4 P12 :05 * REV-15~7 EX AFP 02-0D) RALPH L Allount Rellitted Ci~~_17011 Cilt,nb....,, '-;<' .. ~~ f" .-","~ ~ - ~-_ , PA 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 ~ RE-V-: i54j-Ex--AFP--rr~f:ool--No~"-icE--oF-i:NHEifiTAirci-~"-Ax-A-PPRAisEiwfiNi':--Aii-oWAN-ci-o-i------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LYONS RALPH L FILE NO. 21 01-0270 ACN 101 DATE 12-31-2001 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 U) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 .00 5,439.34 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 10,785.30 8.500.00 NOTE: To insure proper credit to your account 1 subllit the upper portion of this forll with your tax paYllent. 5,439.34 (11) (2) (3) (4) 19.:;>>81] 30 13,845.96- .00 13,845.96- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = (9)= .00 .00 .00 .00 .00 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 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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) c PLEASE 1i'ILE TIllS REPORT "VITIIIN T'VO YEARS OF DATE OF DEATH REGARDLESS Oli' TIlE STATUS OF TIlE ESTATE. IF ESTATE lS NOT COlVIPLETED, 1i'ILE a 6.121i'ORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER I~ULE 6.12 NallleofDecedent: RALPH L. LYONS. JR. Date of Death: February 12, 2001 Will No.: 2001-00270 Admin. No.: 21-01-0270 Pursuant to Rule 6.12 of the Suprenle Court Orphans' Court Rules, I report the following with respect to comp~qtion of the ad.ministration of the above-captioned cstate: 1. State whethcr adnunistration of the estate is complete: Yes X No 2. If the answer is No, state when the personal represcntative reasonably believes that the adil1inistration will be complete: 3. If the answer to No.1 is yes, state the following: A. Did the personal represcntative file a final account with the court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's accounl . .. . IS: C. Did the personal representative stale an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joindcrs and approvals of fonnal or informal accounts may be filed with thc Clerk of the Orphans' Courl and may be attached to this report. Date: November 7, 2001 7 Kr.<< 12W- '''~ /:! Signaturc (/', '---'" ' v!L71fh<:l-/ (// Rosemary K. Lyons Namc (Please type or print) 108 Old Mill Drive Camp Hill (L6wer Allen Twp.), PA. 17011 ^ddrc~s (MAH:rmllAM3) 717-737-1688 Telepholle No. Capacity: x Personal Representative R.W. - 27 Counsel for Personal Representative . . ~.. LAST WILL AND TESTAMENT OF RALPH L. LYONS, JR. I, RALPH L. LYONS, JR., of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other Wills by me at any time heretofore made. 1. I direct that my Executrix, hereinafter named, shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my wife, ROSEMARY, K. LYONS, if she survives me by a period of thirty (30) days. If she does not survive me by a period of thirty (30) days, then this gift to her shall be divested and I then give, devise and bequeath my entire estate, whether real, personal or mixed, and wheresoever situate in the following manner: I direct that my residence located at 108 Old Mill Drive, Lower Allen Township, Cumberland County, Pennsylvania be appraised and if any of my children desire to purchase said house, that child shall be given the opportunity to do so, at the appraised value of the residence. If more than one child desires to purchase the house, those children desiring to do so shall determine the purchaser by utilizing by any method acceptable to all of those who desire to , - purchase said house. If no purchaser can be determined then the house shall be placed on the open market for sale at its appraised value or it shall be sold at the best price obtainable on the open market. The net proceeds derived therefrom shall be placed in the residue of my estate. III. I give and bequeath all the rest, residue and remainder of my estate whether reals personal or mixed and wheresoever situate, in equal shares, to my six (6) children, LINDA LOUISE COVER, LYNN EILEEN DeMARTYN, KATHLEEN ANN _Yi'!aiHARNEY, TED GERARD LYONS, PATRICIA ROSE LYONS and LAURA LEE RHODES, per stirpes. Those items that are not bequeathed in kind, shall be sold and the net proceeds divided accordingly among my aforesaid six (6) children. IV. I direct that my fiduciaries, herein named, shall not have to post bond for the faithful performance of their duties. V. I hereby nominate, constitute and appoint my wife, ROSEMARY K. LYONS, as Executrix of this, my Last Will and Testament. If my said wife should predecease me, not qualify or not accept the position of Executrix, then I hereby nominate, constitute and appoint my son and daughter, TED GERARD LYONS and LINDA LOUISE COVER, as Co-Executors. IN WITNESS WHEREOF, I, RALPH L. LYONS, JR., the Testator, have unto this my Last Will and Testament, set my hand and seal this ~t~ day of /J4<;1l ~J , 1997. ~}~yo_~~) /- / Page Two of Four Pages .......,. PUBLISHED and DECLARED by RALPH L. LYONS, JR., the above-named Testator, as and for his Last Will and Testament in the presence of us who have hereunto subscribed our names as witnesses at his request, in the presence of the said Testator and of each other. ~-<t~; 1~ << (,'0 \# \ '\. '. 'C'N~' \. \ ~".""._." ~~("'_~'_"~"'~'i~~ifj>;?'<~:'- ACKNOWLEDGMENT AND AFFIDAVIT STATE OF PENNSYLVANIA ) ) SS. ) COUNTY OF CUMBERLAND We, RALPH L. LYONS, JR., J;;'-"fS J. )JJ,/It'L and Lt'H' A. tJ~jp,,// the Testator, and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the under- signed authority that the Testator signed and executed the instrument as his Last Will and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and ~~~ under no constraint or undue influence. i-;!;/T7(L<J.- J. Ar:!'l-... (SEAL) ~ ess (/ 1:".:\ \.. 0 . (, ".~ ,,,,,', \. ~iSEAL) Witness Page Three of Four Pages r - and LOrl/}. and acknowledged before me by RALPH L. LYONS, JR., and sworn to before me by )01'>'1'5 J. 11;,/~,,- C J jrj/hl'/J , witnesses, this q t!' day of At, S l. 5} , . 1997. 2/r.JJ2t:dh' Notary Public (),. &a-:'A :Y "' '~"~'., :1",:~"';1~\\::;~t':';"';'0;' ", NOTARlAl SEAl WilLIAM A. YOCUM, I~otary Public Camp Hili Bora, Cumbsrlanu Counly My Commission Expireo JW18 <7, 2000 ."""''''J,'','' .. ',.,...~~,~._",.,..:,_!, "'. ." ;J;", "-~ .. .. Page Four of Four Pages