HomeMy WebLinkAbout01-0432
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Lester M Thumma, SR.
a/so known as N/A, Deceased.
Social Security No.: 174-05-2927
No. 21 - 01 -O4-3~
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older and the Executor named in the last will of the
above decedent, dated June 26,1969, and codicil(s) dated None. (Sara F. Thumma died October 24,1979.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domi~iled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at Chapel Pointe, 770 South Hanover Street, Carlisle, P A 17013, (Borough of Carlisle).
Decedent, then 89 years of age, died April 16, 200 I, at Chapel Pointe, 770 South Hanover Street,
Carlisle, P A 17013.
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 ofa killing and was never
adjudicated incompetent: no exceptions.
Decedent at death owned property with estimated values as follows:
(If domiciled in P A) All personal property
(Ifnot domiciled in PAl Personal property in Pennsylvania
(If not domiciled in P A) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ Unestimated
$
$
$
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters Testamentary thcreon.
L
I
J~ At\. ~
Lester M. Thumma, Jr.
302 South Pitt Street
Carlisle, PA 17013
717-249-1140
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
) SS
COUNTY OF CUMBERLAND )
Signature(s) and Residence(s)
ofPetitioner(s)
The petitioner above-named swears or affirms that the statements in the foregoing petition are true and
correct to the best of the kllow!edge and belief of pctitioner and th:lt as personn! representative of the above
decedent petitioner will ','cll and tndy administer the estate according to law.
Swo~n t~J)r affirmed and sl..b~~ribej before me this
'iil-, . ;~ day of -.lil.n.jj__. j., ^
20dl:, , -j I \ Ii
"7'1' "J. \t I, /,,; i. l( {~S [ '. (1'n Ll1;1 '-r.rt?-
, Regist r ;
:J
~/M-~-l
Lester M. Thumma, Ir. '
Signature(s)
11 i ,f . )) I '{ I t
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NO. 2 1- 01- 046~
Estate of Lester M. Thumma, $r., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ' /) /'j \". ( : <'If 2001, 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 July 26, 1969, described therein be
admitted to probate and filed of record as the last will of Lester M. Thurnnla, Sr.; and Letters
Testamentary are hereby granted to Lester M. Thumma, Jr.
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Mary C,! Lewis, Register 0
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FEES
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Probate, Letters, Etc. .... $
Short Certificates ( ). .. . . $
Renunciati()n " '..... . . . . . . . $
'-.f C:1 j $
TOTAL $
Filed: ~ },':j: 2001
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Robert R. Black, Esquire
36 South Hanover Street
Carlisle, P A 17013
(717) 243-3727
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(06267)
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:h is to certify that the information here given is correctly copied fron? an original certific~te of death du~~ filed with me as
["k,,' Registrar." The original certificate will be forwarded to the State Vital Records Office for permanent hlmg,
WARNING: It is illegal to duplicate this copy by photostat or photograph,
P 7248322
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Local Registrar
he for this certificate, $2.00
APR 1 9 2001
No.
Date
~6
H 1 05. ; 4J Rev 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
~INT
AGE (La.. e"""'ay)
UNOER 1 DAY
Hours Min"."
SEX
STAlf FilE NUUBER
SOCIAL SECURITY NUM8ER
.EHT
INK
NAME OF DECEDENT ,F,r51 M.date. CaSl'
I. Lester M. Thumma Sr.
2. Male
2. 174- 05
April 16/ 2001
UNDER 1 Ye,>.R
....",.,.. Days
BIRTHPL.4CE (C.tv."d PlACE OF DEATH IC__ orIy Ot'e -- __ ."..'uel""" on _ ""'"
Sial. Of FCrOOQ/1 CounoYl I'IOSPITAL:
Inpa._ 0 ER/Outpah.nl 0
7. Carlisle PA ...
FACILITY NAME (II "'" "'sMUI""'. go.. SlrHt and nom_,
g';:oIy,O
89
Yrs.
,.
COUNTY OF OE.CTH
DECEDENT'S USUAL OCCUPIQ'IOH
(~:.:~;;.. ,,=.::::zt:>r
. lIL Shoe Maker 11... Shoe Co.
DeCEDENT'S MAILING AOORESS (St,.... CoIyl1Own. s.-. Z..,CO<leI DECEDENT'S
ACTUAL
RESIDENCE
(See InSIruCI"""
on _ SIde)
170. Sla,.
PA
MARITAL STRUS. 1.4_
N_ Married, W_.
0Mlrc0cl (Spec1f\Il
u. Widowed
17e.D ,.. _1iYod in
RACE - Amencan 1nclian, Blec:k, Whit., etc
(SpecoIy)
10. Whi te
SURVMNG SPOUSE
I"-.>l""'","""",-I
.1.<\
Cumberland
...
Ie.
770 S. Hanover St.
,.. Carlisle PA 17013
FRHER'S NAME (F.st. M<ldIe. Last)
Cumberland
Did
-
Min.
-.ship?
lWp.
1711. Cwn
Carlisle
Ctlyltxlro
11.
1Nf001oIANT'S NAME ypetPrinll
20L Lester M. Thumma Jr.
METHOD ~ DISPOSITION
lluriaIlXl Cr.rnabon D _....... Sta.. 0
Ol'- (SpecAy\
~ ~ 1~1)
DUE 10 (OR AS A CONSEOUENCE OF):
2lI.
I Approximate
'int__
: ...- and do.",
!~I"'I\~
~
PART n, OIhor sign;ftcanl condlIione ~ 10 dealh. bUI
_ _ing in_~_ given in f\Vff I.
I :
d.
WERE AUTOPSY FINDINGS
jlMtJLIo8\.E P1'IIOR 10
COMPLETION OF CAUSE
~ OEIQ'H?
DUE 10 (OR AS ACONSEOUENCE OF):
OUE 10 (OR AS A CONSEOUENCE OF):
MANNER OF DEATH
DATE OF INJURY
(Men"'. Day. 'oIrar)
TIME OF INJURY
INJURY IJ WORK?
DESCRIBE HC1N INJURY OCCURRED.
Suicide
~
o
o
Homicide
Accident
Pending ..,,.,.,..Iion
o
o
o ~Ce OF INJURY. At hOme. 'a",,~;_. factory. otfIc.
~ OIe.cSpecolv)
301.
,. 0 NoD
Nailural
v.sO
NoD
M. JOe.
Coofd not be determ,tted
V"\.-
E SlGNEOiMontn. Day._'
2tlo. 2....
CERTIl'IER ,C..oc_ oriy one!
'aflTlFYlNO PHYSICIA" <Physoc_ <"""r"9 cause d <lealh """" .""'her physc.an has pronounced doalll ano comOlefed 11_ 23,
To the N8' of "'y knowloedQe. death occurf'ed due: . the Cauu{st.1'd manne-r .1 .tated. . . . . . . . . . . . . . . . . . .
29.
.PfK)MOUNCSMG AND CER,.,J:"11NG PHYStClAN (PhysICian tJoltl O)f:)nounclf\9 Oeattl and Ce11lfytng to cause or death)
To the ~ of my kt'Owl4tdOfto, deat" oce."reoct at ttw lime, date, and place, and due to the cauM(I).nd manner ..staled.
~~
'MEDICAL EXAMINER/CORONER
Jla~~':.::'::~::'::'~~.i~~I.'~~ ..~~/O~ ~~~.~I~~~'.i~~: ~~ ,"-y. ~pl.n.i~~: ~~~~~ ~~~~~~~~ ~~ ~~~ ~''''.~'.~~'7: ~~~.~I~~~: ~~~.~~~ ~~ ~~~ ~~U~~~~).~~~ 0
REGISTRAR'S SIGNATURE AND NU~. '
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REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
ESTA TE OF LESTER M. THUMMA, SR.
Virginia L. Griffie Giordano, a subscribing witness to the Will presented herewith,
being duly qualified according to law, deposes and says that she was present and saw Lester
M. Thumma Sr., the testator, sign the same and that she signed as a witness at the request of
testator in his presence and (in the presence of each other).
me this
.
/\j/
i
day of
\,~; i ; . i I) .;/ ',' .
(({~~;~~t;i: {'Gf!:eilo~~arif1L)1;da/?:~-
1324 Georgetown Circle
Carlisle, P A 17103
717-243-3623
Sworn to or affirmed and subscribed before
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"Maty c. Lewis; Regi stere,/fi ...'1-2-1: ,.
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REGISTER OF WILLS OF CUMBERLAND COUNTY
OA TH OF NON-SUBSCRIBING WITNESS
ESTATE OF LESTER M. THUMMA, SR.
Robert R. Black, a subscriber hereto, being duly qualified according to law, deposes
and says that he is familiar with the signature of Joseph 1. McIntosh (one of the subscribing
witnesses to) the will presented herewith and that he believes the signature on the will is
in the handwriting of Joseph 1. McIntosh to the best of his knowledge and belief.
t n --)
. \ t/ tH ~-
rkW ~v/-l
Robert R. Black, Esq.
36 South Hanover Street
Carlisle, PAl 71 03
\'__ ,2001." (\ 717-243-3727
{I J~~~(i~~~~e~il~t~~ )~}uvl~/y
1\, ~(-l
1\ j..... t.,
day of
Sworn to or affirmed and subscribed before
me this
Ill.., t., it
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Sworn to or affirmed and subscrib
me this
EGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to the
law, depose(s) and say(s) that
, (each) being duly qualified according to
present and saw
the testat , sign the same and that
request of testat_ in h
other subscribing witness(es)).
signed as a witness at the
nce of each other) (in the presence of the
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF 6Ltmbe~a~^' COUNTY
OATH OF NON-SUBSCRIBING WITNESS
D\'ffi\\\\d.. Crf'\~-\\L (~Ibrd(ln 0
(each) a subJcriber hereto, (each) being duly qualified according to law, depose(s) and say(s) tha;
~ ~ familiar with the signature of :::S-osee~' me Tn -\-D~
. eeaiei~
k~tat_ of (one of the subscribing witnesses to) the will presented herewith and
e~J:_:I
she~
:Iose9h --r
to the best of \r) P r-
believes the signature on the will is in the handwriting of
that
mG -l- n\-~~ h
Sworn to or affirmed and supsrbed before
me this '. v day of
+\ u{ I
-t- 7--
I f /
knowledge and belief.
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(Address)
,
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LAST WILL AND TESTAMENT
I, LESTER M. THUMMA, SR., of 536 North Bedford Street, Carlisle,
Pennsylvania, do hereby make my Last Will and Testament and revoke all
Wills by me at any time heretofore made.
FIRST: I direct the payment out of my estate of the expenses of my last
illnes sand fune ral.
SECOND: I give, devise and bequeath all of my estate, real and personal,
to my wife, Sara F. Thumma, her heirs and assigns, forever.
THIRD: In the event my said wife, Sara F. Thumma, does not survive
me, then I give, devise and bequeath all of my estate, real and personal, to
my three children, Lester M. Thumma, Jr., William E. Thumma, and Sally
A. Thumma, their heirs and as signs foreve r, share and share alike.
FOURTH: I nominate, constitute and appoint my said wife, Sara F.
Thumma, Executrix of this my Will, and I direct that she shall not be required
to enter security in any jurisdiction in which she may act. In the event my
said wife, Sara F. Thumma, does not survive me, then I nominate, constitute
and appoint my son, Lester M. Thumma, Jr., Executor of this my Will, and
I direct that he shall not be required to enter security in any jurisdiction in
which he may act.
IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will
and Testament this )i.,l~~ day of .~1...( 't.L . , 1969.
/
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~>/-.L-tA.. )~ ~,L.~~l rk (SEAL)
Lester M. Thumma, Sr.
We, the undersigned witnesses, in the presence of the above-named
Testator and in the presence of each other, did hear Lester M. Thumma, Sr.
declare the foregoing to be his Last Will and Testament and did witness the
signing of the same by him.
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LAW OFFICES
LANDIS. McINTOSH
8: BLACK
CARLISLE, PENNSYLVANIA
E
~
CERTIFICA TION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Lester M. Thumma, Sr.
Date of Death: April 16, 2001
Will No.: 21-01-0432
To the Register:
I certify that notice of beneficial interest 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 May 9, 2001.
Name
Lester M. Thumma, Jr.
William E. Thumma
Sally A. Self
Address
302 South Pitt Street, Carlisle, P A 17013
1211 Hardey Pointe Road, Evans, GA 30809
14421 Falmouth Drive, Dale City, VA 22193
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None.
Date:
S/J{-<, / {) /
, I
fZrM{;t(J)~
Robert R. Black, Esquire
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
Capacity:
_ Personal Representative
-X. Counsel for Personal Representative
~29-01
02:56P Orrstown Bank
717 241
2004
P.Ol
~AlTlI or PfHN~"'l\lA..rA '* 1 I
,I(TH~HT (IF RlVEHlIr I I~FORMATION NOTICE I FILE NO. 21 01-0432
,(AU (jF lNDlVll/UAl 'AXt:'.> I AND
.;1'1.?~O('Ol E ACN 01132236
9 ".Io/Rl~BI/6(G. fl. 111.11 u"nl · I '\AXPAYER RESPONS ! DATE 07-10-2001
,. ~..._~._-~..__._~~~.J.~r- . ..~.~~~~.- TYPE OF ACCOUNT
\ OF LESTER M THUHH^ o SAVINGS
NO. 174-05-2927 rXJ CHECKING
DATE OF DEATH 04-16- 01 I.J nus.
COUNTY ClJMBERLAND tJ CERTIF.
REHJT PAYMENT AND FOR~S TO:
REGISTER OF WILLS
CUMBERLAND co COURT HOUSE
CARLISl(, PA 17013
MARJORIE A THUMMA
30Z S PITT ST
CARLISLE PA 17013
ORRSTOWH BANK h:\~ rrw iclaci 1hu Dapilnlllln' It 1 \11 th.. irlfur.atSu.. I j:; t... b..lo.. .11 ith Ilh blOln USIId in
iI n" tne .."t.ntiill lno c:lUIl. T~il' r.cnrU~ onlHc"tu th:'lt it In.. d.lIth of tlllol ;shovoiI LloC:llc:1lnt. ynIJ ....ra " jl>.nt own.,'/b..".fici:'lry uf
thj, accollnt. JI )II'll fuuJ 'his j,,(nr...Uon h incorrect. IIJa~sl ubt:\in w,.it'.n curr.ctio.. fro" lhlol fin~lcinl in,Utll,ion. IOt""<:,, . C(\I'y
lv 'hi", fl.rll nn~ ,'..IlIrn II In t,..,. ..\Jov.. "lIoj,-.s:;. This ar.r.nunt iilo l'lllCnbl.. I" IOcc;nr".IIlc. wilh lh.. lnlourit..,,(;u 1ml l....s of tit" Cn.'''''''''lIaltn
r,~ Pu"n$ylv;):".. U\Jos\inn~ OldY hI' all:.;w.r.d lIy ":>lli,,. 17l~j 767..t.~Z7.
. M SEE REVERSE SIDE FOR FILING AND PAVMENl INSTRUCTIONS
Acc~lunt
Data
Est.l.Jlis....d
0(,-1(,-1999
Iv in!:,,', tl,'Up.' \,j"Dd i t \v yuur itt:collnt, h.o
(I.) eupia" Of lhi:,> l'ul ic. "u~l DCeOIt,'lIny YOUI
PlIy,,"nt to \1111 ~.gist.r ot "ill~. Hllk.. CIl.ck
p:>l/i'tll.. tC'! -R.vil.te,. 01 wills. _901\\-.
ACCDun1 Balance
Por(:llIn-t Taxable
A~ount Subj.ct to la~
Tax Rat.
Potential T~x Due
x
6,791.06
50.000
3,395.53
.15
509.33
NOTC; If lu I'a:y".nt.~ .a't ""Ufl within lhrlu.
(.lj .-onth$ uf th~ <.I4Ic..<1.o", <illt. uf d.."th.
VvU ..y dauuct n 5:1. di"'coullt of tho tnl( dua.
IIny inhar 1 hnc" \It" dill' "J II 1'1.(0.. dal ilvluant
ni". (C)l .t)ntl,s ".\11' U,. del\" of <l,"'h.
x
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BLOCK
-- 0 N L Y
PART TAXPAYER RESPONSE
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ill c.li<.(:lluIII or ~\,Iuitl ;nt(....,;\, 01' )/011 .ilIy ch"CI( be. "." ..n<1 r.turn thl. noti(.-\! \n thu RIoIAi~t(.'" "I
Will:; nn<l an nftjc;.illl as...uIIIl!'n\ ..ill b(: U"'''IlU lJy 'n~ PI. 11'1(>a, \lIan, 01 R.vl!'nuu.
II. Nn,1oI "'10\,1" ."".."t Ious hellll ur "ill"" re,'urlAt1 i1l'uJ t"l( ,.....1 'lit" I".. lIe""sylvi'IIJ.. In"n..~l"nclI I,u, rahW"
(~fJ bu (ilou by tno 1l.cllu~III'!I r.I.,...~.nta li v..
t. [J Hn' "hnut- jnfnraaU,," is Jllcorret;t I\nl'/O" <I.hts ..lIc.I <1IU'u"linns ...ra p.liu I>y YOU.
- You Itll~t coavlat. PART 0 fllld/(Ir PART [) belo...
l1 ~O\l indic~te a dlffer.~t ta~ raie, please stai. your
rel.tionShlp .0 decedent: _ ..._..._...._..
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TAX ON JOINT /lRUST ACCOUNTS ::P:A.~.. .... ,:,:!>>..... ,:::.'!::' .-.
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DEBTS AND DEDUCTIONS CLAIMED
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RETURN - COMPUTATION OF
1. Da~e Es-tebli shed 1
2. Account Balance 2
3. P.rcent Taxable 3
~. A"'ount Subjec1 to Tax If
5. Deb't$ and Deductiuns !:i
b. Amount laxabh b
7. Tax Rate 7
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
rtEV-1549 EX (3-97)
DECEDENT
INFORMATION
FINANCIAL
INSTITUTION
INFORMATION
ACCOUNT
INFORMATION
PLEASE ATTACH
COpy OF
SIGNATURE CARD
IF AVAILABLE
NOTICE OF DECEDENT
ACCOUNT STATUS
NAME: (Last)
THUMMA
SOCIAL SECURITY NUMBER OF DECEDENT:
174-05-2927
ADDRESS OF DECEDENT:
770 S HANOVER ST
NAME OF FINANCIAL INSTITUTION
ORRSTOWN BANK
ADDRESS
PO BOX 250
TELEPHONE NUMBER
717-532-6114
TYPE OF ACCOUNT:
( First)
(Middle Initial)
M
DATE OF DEATH (Month)
(Day)
(Year
CITY
STATE
CITY
ZIP CODE
17257
o Check block if name or address change
SHIPPEN B
ACCOUNT NUMBER
o Joint Time Certificate 108210110
ORIGINAL DATE ACCOUNT WAS ESTABLISHED
o Joint Savin s EX Joint Checkin 0 "In Trust For"
ACCOUNT BALANCE (Include interest to date of death)
$6,791.06
ACCOUNT TITLE AS IT APPEARS ON SIGNATURE CARD OR CERTIFICATE OF DEPOSIT
MARJORIE THUMMA LESTER THUMMA
PLACE CHECK IN BLOCK BELOW IF ACCOUNT WAS ESTABLISHED BY A TRANSFER OF FUNDS FROM ANOTHER ACCOUNT
THAT WAS REGISTERED IN THE NAMES OF THE SAME JOINT OWNERS AND ENTER THE DATE ORIGINALLY ESTABLISHED.
o Rollover AccountuDate Ori inall Established
--
Name (Last) (First) (Middle Initial) OFFICIAL USE
THUMMA MARJORIE A ONLY
JOINT ADDRESS PERCENT TAXABL
SURVIVOR! 302 SOUTH PITT ST
BENEFICIARY
INFORMATION CITY STATE ZIP CODE
CARLISLE PA 17()11 TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
UNKNOWN 17l1-14-1141
NAME (Last) (First) (Middle Initial) OFFICIAL USE
ONLY
JOINT ADDRESS PERCENT TAXABL
SURVIVOR!
BENEFICIARY
INFORMATION CITY STATE ZIP CODE
TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
NAME (Last) (First) (Middle Initial) OFFICIAL USE
ONLY
JOINT ADDRESS PERCENT TAXABl
SURVIVOR!
BENEFICIARY
INFORMATION CITY STATE ZIP CODE
TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
NAME (Last) ( First) (Middle Initial) OFFICIAL USE
ONLY
JOINT ADDRESS PERCENT TAXABl
SURVIVORI
BENEFICIARY CITY
INFORMATION STATE ZIP CODE
TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
I certify that the above information is true, correct and complete.
NAME OF PREPARER-PLEASE PRINT
TTMOTHEA MOOSE
TELEPHONE NUMBER
(71]) 532-6114
DATE
. SL8L01___~_______.
"'
~
ORRSfOWN
BANK
August 28, 2001
Attorney Robert Black
36 South Hanover Street
Carlisle, PA 17013
Re: Lester M. Thumma, Sr.
Dear Attorney Black,
Please find enclosed a copy of the inheritance tax form that was sent to the
Pennsylvania Department of Revenue on behalf of Lester M. Thumma, Sr.
However, the report was in error as Mr. Thumma, Sr. never held any accounts at
Orrstown Bank. The account that was reported belongs to Lester M. Thumma, Jr.
and his wife, Marjorie.
This was a bank error and we apologize for any inconvenience this has caused
you. If there is anything else we can do to help rectify this, please let us know.
Sincerely,
lili~~ [kuocL
Wendy Bullock
Customer Service Operator
Cc: PA Dept of Revenue
Marjorie Thumma
PO Box 250 · Shippensburg, PA 17257 · (717) 532-6114. (717) 532-4143 Fax · www.orrstown.com
'\. /6 -c:J.;2 7- / /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-I6D? EX AFP 112-00l
RecorOf~U
Regisrer
.01 NOV 30
v {ii~kTE
"l!,I~STATE OF
DATE OF DEATH
P 3 ~b:T~UMBER
ACN
11-13-2001
THUMMA
04-16-2001
21 01-0432
CUMBERLAND
101
LESTER
M
ROBERT R BLACK
LANDIS 8 BLACK
36 S HANOVER ST
CARLISLE
Cierk-C GCun
PA 17013 r,lIfnbenano C;O'j PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Amount Remitted
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y =i 6cfj-EX--AFP--fi"2-:o (ir------...--I NifiRIi-ANci--iAx-- srjrfEHi-tii-o-F"-Ac-couiff--.-..---------------- - - - --
ESTATE OF THUMMA LESTER M FILE NO.21 01-0432 ACN 101 DATE 11-13-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-29-2001
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
2,349.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-06-2001 CDOOOO18 117.45 4,500.00
10-25-2001 REFUND .00 2,268.45-
TOTAL TAX CREDIT 2,349.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
/6- c:2c'? '7 - / /
, ....
LESTER M THUMMA JR
302 S PITT ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 11128-0601
REV-16U4 EX AFP (12-00)
11-05-2001
THUMMA
04-16-2001
21 01-0432
CUMBERLAND
174-05-2927
01131721
Amount Remitted
LESTER M
PA 17013-0000
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-1604 EX AFP (12-00)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 11-05-2001
ESTATE OF THUMMA
LESTER
M DATE OF DEATH 04-16-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0432
ADJUSTMENT BASED ON:
S.S/D.C. NO. 174-05-2927
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01131721
FINANCIAL INSTITUTION: MELLON BANK
ACCOUNT NO. 182-902-6176
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 02-12-1982
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
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 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.)
.. "
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
LESTER M THUMMA
REVIEWED BY
ACN
2101-0432
01131721
CLAUDIA MAFFEI
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Above-referenced ACN(s) are being adjusted to reflect zero tax due since they have been
reported on the probate return.
ROW
Page 1
\, /6 -~r52 7-//
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-29-2001
THUMMA
04-16-2001
21 01-0432
CUMBERLAND
101
ROBERT R BLACK
LANDIS S BLACK
36 S HANOVER ST
CARLISLE
PA 17013
*'
REY-1547 EX AFP lIZ-DO)
LESTER
M
Allount R8IIitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1,770.00
.00
.00
897.00
57,757.00
.00
(8)
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 ~
rfftj=is4j-ix--AFP--ci"Z":ocff-NO,.-ici-OF-'rNHEiiiTANCi-,.-AX-APPRA-isiMENT~--Ar.i-oWAirCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THUMMA LESTER M FILE NO. 21 01-0432 ACN 101 DATE 10-29-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously~ lines 14~ 15 and/or 16~ 17~ 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Amount 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.
NOTE:
(9)
(10)
5,475.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
60,424.00
8.231; nn
52,189.00
.00
52,189.00
(19)=
.00
2,349400
.00
.00
2,349.00
2.760.00
(11)
(12)
(13)
(14)
.00 X 00 =
52,189.00 X 045 =
.00 X 12 =
.00 X 15 =
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-06-2001 CDOOOO18 117.45 4,500.00
TOTAL TAX CREDIT 4,617.45
BALANCE OF TAX DUE 2,268.45CR
INTEREST AND PEN. .00
TOTAL DUE 2,268.45CR
. 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.)
/~ -62,:)7-/1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLOMANCE
OF DEDUCTION~, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP el2-DD)
LESTER M THUMMA JR
302 S PITT ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
09-17-2001
THUMMA
04-16-2001
21 01-0432
CUMBERLAND
174-05-2927
01131721
LESTER
M
Amount Remitted
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 ~
REfv:i5~i-E)f-AFP--(i2-:oo1------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-17-2001
ESTATE OF THUMMA
LESTER
M DATE OF DEATH 04-16-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0432
TAX RETURN WAS:
S.S/D.C. NO. 174-05-2927
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01131721
FINANCIAL INSTITUTION: MELLON BANK
ACCOUNT NO.
182-902-6176
TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-12-1982
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
31,831.50
0.500
15,915.75
.00
15,915.75
.45
716.21
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 01-17-2002*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 716.21
INTEREST AND PEN. .00
TOTAL DUE 716.21
* IF PAID AFTER THIS DATE, 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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BLACK ROBERT R
36 S HANOVER STREET
CARLISLE, PA 17013
_h__n_ fold
EST ATE INFORMATION: SSN: 174-05-2927
FILE NUMBER: 21-2001- 0432
DECEDENT NAME: THUMMA LESTER M SR
DATE OF PAYMENT: 07/06/2001
00/00/0000 .
POSTMARK DATE:
COUNTY: CUMBERLAND
DATE OF DEATH: 04/16/2001
NO. CD 000018
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,500.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,500.00
REMARKS: LESTER M THUMMA JR
C/O ROBERT BLACK ESQUIRE
CHECK# 11 2
SEAL
. INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
,.
1/"
G
o~
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
t~ S1~ ~ I'Yl, -1/-1 if 111 W\ l4- -5 f? '
Ifll ~ '6 I
Date of Death:
Will No.:
"2 or- j -- t~ 04'32--
Admin. No.:
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. State whether administration of the estate is complete:
Yes f}lJ No 0
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 with the Court?
Yes No gI
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes B No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: 3!tf!f3 {L&-ft8/ ( ;31 t.-( fJ.
Signature
I) /J 1//
1\' 6 f!7t f! <' 1'\. 'r,>t-!'1 t.- {~
Name
3~-; 5. J14Ne~ef2. Sf
C/-J fL( SL~ . r0'>t. ,11>13
Address '
tl1 - '2L/3-372,7
Telephone No.
Capacity: 0 Personal Representative
C(Counsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 3/10/2003
LESTER M THUMMA JR
302 SOUTH PITT STREET
CARLISLE, PA 17013
RE: Estate of THUMMA LESTER M SR
File Number: 2001-00432
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 4/16/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: _.1< File
Counsel
Judge
REV-l500EX (6-00j
w
...,
x:~(/)
0.""
Wll.O
",00
O"~
ll.1ll
ll.
..,
REV-1500
OFFICIAL USE ONLY
~
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
It, -d..< 7'" II
FILE NUMBER
21_01
o 4 3 2
I-
Z
W
C
W
U
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl)
Thumna, Lester M. Sr.
DATE OF DEATH (MM~DD-YEAR) DATE OF BIRTH (MM-OD-YEAR)
April 16, 2001 November 11, 1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIODLE INITIAL)
N/A
COUNTY CODE
YEAR
NUMBER
~ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Al1ach oopy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dale of death after 12-12.82)
07. Decedent Maintained a Living Trust (Allacl1copyofTrusl)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95)
SOCIAL SECURITY NUMBER
174 -
05
2927
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (daleofdeat/1 prior 10 12.13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Seh 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESpONDENCE AND CONFIDENTIAL',TAJClNFORMATlONSHOIJLD'BEDIRECTEDTO:;
NAME Robert R. Black COMPLETE MAILING AOORESS
...,
Z
W
o
Z
o
ll.
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W
"
"
o
o
FIRM NAM~~ld!~ & Black
TELEPHONE NUMBER
717-243-3727
36 South Hanover Street
Carlisle, PA 17013
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
0.00
1,770.00
0.00
0.00
897.00
OFFICIAL USE ONLY
.-/
(8)
60,424.00
3. Closely Held Corporation, Partnership or Sate-Proprietorship
(1)
(2)
(3)
(4)
(5)
(11) 8,235.00
(12) 52,189.00
(13) 0.00
(14) 52,189.00
2,349.00
2,349.00
z
o
~
I-
::I
c..
:i:
o
u
g
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
4. Mortgages & Notes Receivable (Schedule OJ
z
o
~
..J
::I
!::
c..
<I:
u
w
IX:
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
(7)
0.00
(6)
57,757.00
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
5,475.00
2,760.00
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (lotal 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 Line 13)
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)
x.O_ (15)
,,0 45 (16)
x .12 (17)
x .15 (1B)
(19)
16. Amount of Line 14 taxable at linea! rate
17. Amount of line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20@
Decedent's Complete Address:
~TREET AD~SS 770 South Hanover Street
apel Pointe,
CITV I STATE 011 I ZIP 17013
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credils/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,349.00
4,500.00
237.00
Total Credits (A + B + C ) (2)
4,737.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
B. Enler the lotal of Line 5 + 5A. This is Ihe BALANCE DUE.
(3) 0.00
(4) 2,388.00
(5) 0.00
(5A) 0.00
(5B) 0.00
TotallnteresVPenalty ( 0 + E )
4. If Line 2 is greater than Line 1 + Line 3, enler the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater Ihan Line 2, enler the difference. This is the TAX DUE.
A. Enter the interesl on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
,'I'"
~'
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property Iransferred;.......................................................................................... 0 IZJ
~: ;::;~ :h~e~;:i~~:~s:~t:~~:;:~.s.h.ali.~~~.t~~.~r~~.e~y.l:~.~.~.f~:r~~.~ri~.i".~~.e;::::::::::::::::::::::::::::::::::::: B ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .. ................. ............................ ..... ...........................................,.............. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other nonMprobate property which
contains a beneficiary designation? .................................,.......................................................................,.............. 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.
Under penalties of perjury, t declare that I have examined this relum, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal represenlalive is based on all informalion of which preparer has any knowledge.
SIGNATUR F ERSON RESPONSIBLE FOR FILING RETURN
302
SIGNATURE OF
DATE
Lester M. Thumma, Jr., Executor
PA 17013
Robert R. Black, Esq.
ADDRESS
36 South Hanover Street, Carlisle, PA 17013
-'-"I~~~J;tM'''~i1~alI[~~&U~l'J!'Jl:.. IWJ_~!1i1 m~ _. _ -8
For dales 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) (1.1) (i)).
For dates of death on or after January 1, 1995, Ihe tax rate Imposed on the net value of transfers 10 or for Ihe use of the surviving spouse Is 0% [72 P.S. ~9116 (a) (1.1) (ii)l.
The statute does not exemot a transfer 10 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 of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent oflhe child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rale Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) 172 P.S. ~9116(a)(1)).
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parenl in common with the decedent, whether by blood or adoplion.
SCHEDULE B
STOCKS AND BONDS
Thumma, Lester M. Sr.
File Number
21-01-0432
Estate of
(All property jointly-owned with Rigbt of Survivorship must be disclosed on Schedule F.)
Item
Number Descrilltion
Value at Date
of Death
1. U.S. Series E & EE Bonds. See attaebed inventory.
$1,770.00
TOTAL (also ellter on line 2, Recapitulation)
$1,770.00
SCHEDULE E
CASH, BANK DEPOSITS & MIse
PERSONAL PROPERTY
Estate of
File Number
Thumma, Lester M. Sr.
21-01-0432
Include the proceeds of lilig;llion anti the unlc the f'nx.:ccJ.~ were received by the CSlillc. All property jointly-owned wilh right or survivorship must be disclosed on Schedule F.
Item
Number
Description
Value at Date
of Death
1.
M&T Bank savings account # 15004201105473. Sec attach cd letter. Reported
accounts arc for Lester M. Thumma, Jr. and Marjoric A. Thumma, his wife.
$0.00
2.
M&T Bank chccking account #1274880. See attached lettcr. Reported accounts are
for Lester M. Thumma, Jr. and Marjorie A. Thumma, his wifc.
Hoffman-Roth Funeral Homc, refund.
$0.00
3.
4.
5.
6.
$287.00
$100.00
$492.00
$0.00
Clerk of Courts, reimbursemcnt.
Bank ofNcw York, rctiremcnt chcck, 3/1/200 I,
MetUfe, lifc insurance proeecds. Policy #0092001, $1,007.00 -non-taxable.
TOTAL (also cnter on line 5, Rccapitulation)
$879.00
SCHEDULE F
JOINTLY-OWNED PROPERTY
Estate of
File Number
Thumma, Lester M. Sr.
21-01-0432
If IUlllssct WlIS madc joint within one )'eal' or the decedent's dale of de nth. it must be l"cp0l1cd on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP
TO DECEDENT
A. Lester M. Thumma
302 South Pitt Street
Carlisle, PA 17013
Son
B. Marjorie A. Thumma
302 South Pitt Street
Carlisle, PA 17013
Daughter-in-Law
C.
Jointly-owned properly:
LETTER DOLLAR
FOR DATE VALUE OF
ITEM JOINT MADE TOTAL DECD'S DECEDENT'S
NUMBE TENANT JOINT DESCRIPTION OF PROPERTY VALUE % INT. INTEREST
R OF ASSET
I. A 02/82 Mellon Bank savings account # 182- $31,832.00 5'1)% $15,916.00
902-6176. See attached letter.
Principal $31,823.00
Interest $ 9.00
2. A 7/98 Mellon Bank Certificate of Deposit $53,254.00 50% $26,627.00
#00763442,
Principal $52,816.00
Interest $ 438.00
3. A 7/98 Mellon Bank Certificate of Deposit $30,428.00 50% $15,214.00
#00763449.
Principal $30,178.00
Interest $ 250.00
4. B 4/99 Orrstown Bank account $0.00 $0.00
# 1082100110. This account was
rep0l1ed in error by Orrstown Bank as
that of decedent. In fact, it is totally
owned by his daughter-in-law,
Marjorie A. Thumma and his son,
Lester M. Thumma, Jr. See attached
correspondence.
TOTAL (Also enter on line 6, Recapitulation) $57,757.00
Estate of
ITEM
NUMBER
A.
B.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
File Number
Thumma, Lester M. Sf.
21-01-0432
DESCRIPTION
AMOUNT
Funeral Expenses:
I.
Pre-paid
$0.00
$399.00
2.
3.
Funeral luncheon
ADMINISTRATIVE COSTS:
I.
Personal Representative Commissions
Name o[Personal Representative: Lester M. Thumma, Jr.
Social Security No.:
Street Address: 302 South Pill Street
City: Carlisle State: PA Zip: 17013
Year Commissions paid: None
$0.00
2. Attorney Fees $4,000.00
Landis & Black, estimated
3. Family Exemption
None
4. Probate Fees $449.00
5. Accountant's Fees $0.00
6. Tax Return Preparer's Fees, estimated $300.00
7. HolIman-Roth Funeral Home, death certificates $27.00
8. Reserve for closing and filing releases $300.00
TOTAL (Also enter on line 9,Recapitulation)
$5,475.00
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
Estate of File Number
Thumma, Lester M. Sr. 21-01-0432
Item
Number D(,.~scdl)tion Amount
I. Onmieare Pharmacies invoice. $234.00
2. Chapel Pointe, health care invoice. $2,513.00
3. Sprint, invoice. $13.00
TOTAL (Also enter on line 10, Recapitulation) $2,760.00
Estate of File Number
Thumma, Lester M. Sr. 21-01-0432
Relationship to Decedent Amount or Share
Number Name and Address of Person(s) Receiving Property Do Not List Trustee(s) of Estate
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Lester M. Thumma, Jr. Son One-third
302 South Pitt Street
Carlisle, PA 17013
SSN: 206-32-4471
2. William E. Thumma Son One-third
1211 Hardey Pointe Road
Evans, GA 30809
SSN: 172-36-0644
3. Sally A Self Daughter One-third
14421 Falmouth Drive
Dale City, VA 22193
SSN: 206-36-3371
ENTER DoLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, As APPROPRIATE, ON REV 1500 COVER SHEET
SCHEDULE J
BENEFICIARIES
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
$0.00
LAST WILL AND TESTAMENT
I, LESTER M. THUMMA, SR., of 536 North Bedford Street, Carlisle,
Pennsylvania, do hereby make my Last Will and Testament and revoke all
Wills by me at any time heretofore made.
FIRST: I direct the payment out of my estate of the expenses of my last
illnes sand fune ral.
SECOND: I give, devise and bequeath all of my estate, real and personal,
to my wife, Sara F~ Thumma, her heirs and assigns, forever.
THIRD: In the event my said wife, Sara F. Thumma, does not survive
me, then I give, devise and bequeath all of my estate, real and personal, to
my three children, Lester M. Thumma, Jr., William E. Thumma, and Sally
A. Thumma, their heirs and assigns forever, share and share alike.
FOURTH: I nominate, constitute and appoint my said wife, Sara F.
Thumma, Executrix of this my Will, and I direct that she shall not be required
to enter security in any jurisdiction in which she may act. In the event my
said wife, Sara F. Thumma, does not survive me, then I nominate, constitute
and appoint my son, Lester M. Thumma, Jr., Executor of this my Will, and
I direct that he shall not be required to enter security in any jurisdiction in
which he may act.
IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will
and Testament this 1tjiL day of "Ji.<-A-<'-, , 1969.
(I
-p '7f-- "
,'V'e / "<_< ' ,w
Lester M.
:;;.8 ":':'
,K<.:-z~)...,~.,
Thumma, Sr.
..k.., (SEAL)
We, the undersigned witnesses, in the presence of the above-named
Testator and in the presence of each other, did hear Lester M. Thumma, Sr.
declare the foregoing to be his Last Will and Testament and did witness the
signing of the same by him.
~~) '0)
7 ,
/11(-"; I.
// / U
f:h,/)/;-~;,'/ ~/
,;/
1., L-1t:;/i
u;J 0 ./,
,;;; ~/A<1,,r-t";../
" /
LAW OP"FICES
NOIS. MCINTOSH
& BLACK
.lsLE, PENNSYLVANIA
Inventory 1
Accrual Bonds
Redemption Date: 4/2001
Issue Yield Next Final
Serial Number Denom. Series Date Value Interest To Date Accrual Maturity
C412617376E $100 E 6/1961 $799.84 $724.84 6.04% 6/2001 6/2001
L594342947E $50 E 12/1962 $401.62 $364.12 6.30% 9/2001 12/2002
L723446976E $50 E 1/1968 $262.56 $225.06 6.59% 1/1998 3
L1018430685E $50 E 12/1972 $240.28 $202.78 6.66% 10/2001 12/2002
K79370536EE $75 EE 8/1991 $65.76 $28.26 6.00% 8/2001 8/2021 *
~ 770 OC,
1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable)
. = Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
1
Inventory 1
Inventory Summary
Redemption Date: 4/2001
Number Inventory Redemption
of Bonds Value Value Interest
Accrual Bonds
Pre-January 1990 Issue Dates: 4 $1,704.30 $1,704.30 $1,516.80
January 1990 and Later Issue Dates: 1 $65.76 $65.76 $28.26 *
5 $1,770.06 $1,770.06 $1,545.06
Current Income Bonds 0 $0.00 $0.00 $0.00
Inventory Totals 5 $1,770.06 $1,770.06 $1,545.06
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.
2
~8/23/2001 11:52
215-553-8714
q{l) Mellon Bank
Account
Number
182.902-6176
00763442
00763449
Account Title
Lester M Thumma Sr Or
Lester M Thumma Jr
Lester M Thumma Sr Or
Lester M Thumma Jr
Lester M Thumma Sr Or
Lesler M Thumma Jr
MELLa~ BAH<
Date Opened: 02/12/1982
Principal SaJ Intfrom Last
as of 000 Posting to 000
$31,822.76 $8.74
Date Opened: 07/10/1998
Princ/pal Sal Int from Last
~ of 000 Posting to DOD
$52,816.00 $438.28
Date Opened: 07/10/1998
PrinCipal Sal Int from Last
as of 000 Posting to 000
$30,177.77 $250.43
PAGE 03/03
Thursday, August 23. 2001
Account Type: DD
Account Sal YTD 1m to
as of DOD DOD
$31,831.50 $33.23
Account Type: TD
Account Sal YTD /Of to
as of 000 000
$53,254.28 $267.92
Account Type: TD
Account &II YTD Int to
as of 000 DOD
$30,426.20 $184.33
Page 2 of 2
~M&fBank
July3J,2001
RE:
Estate Search
The Estate of:
Date of Death (D.O. D.)
LESTER M. THUMMA, SR.
4-16-2001
To Whom It May Concern:
Identified below is the account infonnation requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$586.40 $.06
SAVINGS
15004201105473
LESTER M. THUMMA, JR.
MARJORIE A. THUMMA
LESTER M. THUMMA, JR.
MARJORIE A. THUMMA
4334
CHK
1274880
4334
$510.01 $.00
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
A Safe Deposit Box titled in the Deccde~t's name existed at our High Street Carlisle Office. The Safe Deposit Box Number is
0000510. th~, ft"".44.{;1C.e /JA/< tl<~kPY1 ~/{M <i<,,..,.,,. f}t. w--d ff'~4 ~".
If you have any questions about the information provided, please contact our Records Department at (7 J 6) 635-40 I 0 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY:
'---It:? . ~ _ _ . _ n CL.
~~ ~-C((~,^~h
Authorized Signature
DATE:
i/8//01
I f
Manufacturers and Traders Trust Company' 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240-0767
REV.l000.EX(6~NWEAlT" OF PENNSYlVANIA
ARTHENT OF REVENUE
~EAU OF INDIVIDUAL TAXES
Ai-Pi. 280601
~~RRISnURG' PA 171Z8-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 01-0432
01132236
07-10-2001
f ~T. OF LESTER M THU~
<--';:S. ~ 174-05-2~~;~
. DATE OF DEATH 04-'16-2001
COUNTY CUMBERLAND
TYPE OF
ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF.
TO:
MARJORIE A THUMMA
302S PITT ST
CARLISLE PA 17013
REMIT PAYMENT ANa
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
FORMS
HOUSE
o RSTOHN B has provided tho Departlllent with tho information Usted below which has boen used in
alculati he potential tax due. Their r,cords Indicate that at the death of the above decedent, YOU were a joint owner/beneficiary of
th count. If you feel this infor~atjon is incorrect, please obtain written Correction frolll the fInancial Institution, attach a copy
to thJs lor/ll and roturn it to thq abova address. Thb "ceo"nt h hucoble in hccordnnco with tho Inheritance Tox low!!> of thG Co".omtgalth
of PennsYlvania. Quostions milY lJe answered lJy calling (717) 787-83Z7.
II SEE
REVERSE SIDE FOR
04-16-1999
FILING AND PAYMENT INSTRUCTIONS
Account
Date
Established
To insure proper credit to your account, two
(Z) copies of this notice must aCCOMpany your
payment to tho Rogister of Wills. Haka check
payoblR to: "Regis tor of Wills, Agent... .
Account Balance 6,791.06
Per-cent Taxable X 50 . 000
A"ount Subject to Tax 3,395.53
Tax Rate X .15
Potential Tax Duo 509.33
PART TAXPAYER RESPONSE
m Wmr~ifq!~~i:i~~m~MMffPi'iWfF~mii~~9~~:m:~.~mi~~:!!!'~~~f4if~;liii:iii!~~'im~~~~~~~~~mim~~~Mmi~~@~Hf,~iii:~(!;t'fF,g",!!!
NOTE: If tax paYNonts are Made within throe
(3) Months of the decedent.s date of death,
you May deduct a 5Z discount of the tax due.
Any Jnheritance tex due wJII beCOMe delinquent
nJno (9) Months after the date of death.
If you indicate a differ-ent tax r-ate, please state your
r-elationship to decedent:
A. 0 The nllOvo information Dnd tax due is corrli'cl.
1. You may choose to relllit paYlllant to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you Illay check box "A" Bnd return this noticR to the RRgistRr of
Wills Bnd an official asseSSMent will be issued by the PA Department of Revenue.
B. rriTh. .bov. ....t h., b..n 0' will b. r.port.d ond tax p.id with the P.nn,,!vania Inh.rltanc. Tax r.turn
ro be filed by the decedent.s representative.
C. [] The abovo lnfor.ation ls incorrect and/or debts and doductions were paid by you.
You must complete PART ~ und/or PART ~ below.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
Z. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
6. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3
4
5
6
7
8
x
x
PART
o
DATE PAID
PAYEE
I
I
TOTAL (Enter- on Line 5 of Tax Computation)
DESCRIPTION
AMOUNT PAID
Und~r. enalties of por-jur-y, I declsr-e that the facts I have reported above
complete ; t?, bol1}-of Inn k,rowYidge and belief. HOME ( )
,(11f0l.1 / //L...f 'XI... Y/ , . ...
I
$
are tr-U8, cor-r-ect and
~
ORRSTOWN
BANK
August 28, 2001
Attorney Robert Black
36 South Hanover Street
Carlisle, PA 17013
Re: Lester M. Thumma, Sr.
Dear Attorney Black,
Please find enclosed a copy of the inheritance tax form that was sent to the
Pennsylvania Department of Revenue on behalf of Lester M. Thumma, Sr.
However, the report was in error as Mr. Thumma, Sr. never held any accounts at
Orrstown Bank. The account that was reported belongs to Lester M. Thumma, Jr.
and his wife, Marjorie.
This was a bank error and we apologize for any inconvenience this has caused
you. If there is anything else we can do to help rectify this, please let us know.
Sincerely,
lWv0Ao (b uJJ OeL
Wendy Bullock
Customer Service Operator
Cc: PA Dept of Revenue
Marjorie Thumma
PO Box 250 . Shippensburg, PA 17257 . (717) 532-6114 . (717) 532-4143 Fax. www.orrstown.tom
AE.....1549I;,X (3-97) ~
, NOTICE OF DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ACCOUNT STATUS
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
NAME: (Last) (First) (Middle Initial)
THUMMA ,. M
DECEDENT SOCIAL SECURITY NUMBER OF DECEDENT: I DATE OF DEATH A(~:::) (Day) (Year)
tNFORMATION 174-05-2927
1 ~ """,
ADDRESS OF DECEDENT: CITY COUNTY
770 S HANOVER ST C'A'>1 H'" DA ""," CUMBERLAND
NAME OF FINANCIAL INSTITUTION
ORRSTOWN BANK
FtNANCIAL ADDRESS CITY STATE ZIP CODE
INSTITUTION PO BOX 250 SHIPPEN~BIIR(; n. 17 25 7
INFORMATION
TELEPHONE NUMBER o Check block if name or address change
717-532-6114
TYPE OF ACCOUNT: I ACCOUNT NUMBER
o Joint Savinos Ql: Joint Checking o wIn Trust For" o Joint Time Certlllcate 108210110
ACCOUNT ACCOUNT BALANCE (Include Interest to date of death) I ORIGINAL DATE ACCOUNT WAS ESTABLISHED
INFORMATION $6,791.06 I, I' ~ IQQ
PLEASE ATTACH
COpy OF ACCOUNT TITLE AS IT APPEARS ON SIGNATURE CARD OR CERTIFICATE OF DEPOSIT
SIGNATURE CARD MARJORIE THUMMA LESTER THUMMA
IF AVAILABLE PLACE CHECK IN BLOCK BELOW IF ACCOUNT WAS ESTABLISHED BY A TRANSFER OF FUNDS FROM ANOTHER ACCOUNT
THAT WAS REGISTERED IN THE NAMES OF THE SAME JOINT OWNERS AND ENTER THE DATE ORIGINALl Y ESTABLISHED.
o Rollover Account.-Oate Oriainallv Established
Name (Lasl) (First) (Middle Initial) OFFICIAL USE
THUMMA MARJORIE . ONLY
JOINT ADDRESS PERCENT TAXABL
SURVIVOR! 302 SOUTH PITT ST
BENEFICIARY
INFORMATION CITY STATE ZIP CODE
CARLISLE PA ' 7n, 0 TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
UNKNOWN 17';_01,_" 1,0
NAME (Last) (First) (Middle Inilial) OFFICIAL USE
ONLY
JOINT ADDRESS PERCENT TAXABL
SURVIVORI
BENEFICIARY STATE ZIP CODE
INFORMATION CITY
TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
NAME (Last) (First) (Middle Initial) OFFICIAL USE
ONLY
JOINT ADDRESS PERCENT TAXABl
SURVIVORI
BENEFICIARY
INFORMATION CITY STATE ZIP CODE
TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
NAME (Last) (First) (Middle Initial) OFFICIAL USE
ONLY
JOINT ADDRESS PERCENT TAXAB
SURVIVORI
BENEFICIARY CITY STATE ZIP CODE
INFORMATION
TAX RATE
RELATIONSHIP TO DECEDENT SURVIVOR'S SOCIAL SECURITY NUMBER
f certify that the above information is true, correct and complete.
NAME OF PREPARER.PLEASE PRINT
'f'TM(VrUI<^ MnnSF
TELEPHONE NUMBER
(717) 532-6114
DATE