HomeMy WebLinkAbout01-05-07
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15056041125.
REV-1500 EX (06-05)
PA Department of Revenue.
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128.{)601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
2 1 0 6
File Number
437
Date of Birth
20707 8 135
0509200 6
07081909
LOMMAN
PAULYN
MI
E
Decedent's Last Name
Suffix
Decedent's First Name
(If Applicable) Enter Surviving Spouse's Infonnation Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
00 1. Original Return
D 4. Limited Estate
lXI 6. Decedent Died Testate
(Attach Copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of
death after 12-12-82)
D 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
D 10. Spousal Poverty Credit (date of death D 11.. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sclrl. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
D
D
o
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
WAY N E F S HAD E E S QUI R E
Firm Name (If Applicable)
717 243 022 0
City or Post Office
State
ZIP Gode
~
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First line of address
5 3 W EST P 0 M F R E T S T R E E T
Second line of address
CAR LIS L E
P A
1 7 0 1 3
Correspondent's e-mail address:
Under penalties of pe~ury. 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, correct and complete. Declaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledge.
SIGNATUR~ERSON JiESPO~BL~ FILING RETURN P _ DATl/3 1 <1J i
ADDRESS "'^^~.u. ~ I !.4 - -
6423 Bikle Road
SIG~E OF ~E7~ REPRESENTATIVE
ADDRESSr
53 WEST POMFRET STREET
Ct.lambersburg
PA 17201
DATE
CARLISLE
PLEASE USE ORIGINAL FORM ONLY
PA 17013
Side 1
L
15056041125
15056041125
......I
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
Side 2
15056042126
15056042126
D
---I
REV-1500 EX Page 3
Decedent's Complete Address:
.
DECEDENT'S NAME
PAUL YN E. LOMMAN
------ -
STREET ADDRESS
il008Q~~s!J~g B-~~cl_ _
File Number
437
----- --T$TATE-
IPA
I ZIP
17011
CITY
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 2 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
21,449.79
20,000.00
1,052.60
Total Credits ( A + B + C) (2)
21,052.60
3. InterestJPenalty if applicable
D. Interest
E. Penalty
T otallnterestlPenalty ( D + E ) (3)
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, 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)
0.00
0.00
397.19
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
397.19
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ..................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ...................... ....... ............. ........................ ..... .......... ....... ........ 0 00
d. receive the promise for life of either payments, benefits or care? ...... -...... ............... ....... .... ............. ... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...... ........... ............. ........ -...................... ................. .... ..... 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .... .... ...... ........... ...... .... .............. _..................... ...... ...... ............... 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)).
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 zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax 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 of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
PAULYN E. LOMMAN
FILE NUMBER
437
All real property owned solely or as a tenant in common must be reported at fair martet value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real ro which Is i -owned with ht of survlvorshl must be disclosed on Schedule F.
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
1
TOTAL (Also enter on line 1, Recapitulation) $
(If mnM !'limN! i!'l nP.Al1P.ri inAArt RtltlitinnRI !'lhAAl!:I of thA !'IRmA !'li7A\
139,669.38
A.
OMB NO. 2502-0265 ~
1.DFHA 2.0FmHA
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 6. FILE NUMBER:
2006080221
8. MORTGAGE INS CASE NUMBER:
B. TYPE OF LOAN:
3.0CONV. UNINS. 4. OVA
\7. LOAN NUMBER:
1760588959
5.00CONV. INS.
SETTLEMENT STATEMENT
C. NOTE: This form Is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "fPOCr went paid outside the cJosIng; they are shown here for informational purposes and are not included In the totals.
1.0 J/98 (2OO608CI221.PFPI2006080221/<40)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F; NAME AND ADDRESS OF LENDER:
Don R. Estep II and JP Morgan Chase Bank, NA
Hilda D. Estep Estate of Paulyn E. Lomman 900 Stewart Avenue, Whoseale 4th Floor
801 Carrol Circle by Lorraine A. Lomman, Executrix Garden City, NY 11530
New Cumberiand, PA 17070 6423 Blkle Road
Chambersburg, PA 17201
G. PROPERTY LOCATION:
4008 Gettysburg Road
Camp Hill, PA 17011
Cumbet1and County, Pennsylvania
H. SETTLEMENT AGENT: 20-2039731
Capital Area Abstractors, LLP
November 28, 2006
I. SETTLEMENT DATE:
PLACE OF SETTLEMENT
4999 Jonestown Road.. Suite 202
Harrisburg, PA 17109
J. SUMMARY OF BORROWER'S TRANSACTION
100. GROSS AMOUNT, DUE FROM BORROWER:
101. Con1raclSalesPrlce 154,900.00
102. Personal Property
103. Seltlement Charaes to Borrower (Une 14(0) 5,619.99
104.
105.
ts For Items Paid Bv SBller in advance
106. CitvI1 own Taxes to
107. CountyTaxes 11129106 to 01101107
108. School Taxes 11129106 to 07101107
109. Sewer & Trash 11129106 to 01101107
110.
111.
112.
120. GROSS AMOUNT DUE FROM BORROWER
ZOO. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
201. Deposit or earnest money
202. Principal Amount of New Loanls)
203. Existina loants} taken sublect to
204.
205.
206.
207.
208.
209. Seller Assist
Adjustments For Items Unoald Bv Seller
210. Citvrrown Taxes to
211. County Taxes to
212. School Taxes to
213.
214.
215.
216.
217.
218.
219.
220. TOTAL PAID BYIFOR BORROWER
300. CASH AT SETTLEMENT FROMITO BORROWER:
301. Gross Amount Due From BonowerlUne 120)
302. Less Amount Paid BvlFor Borrowei (Une 220)
303. CASH ( X FROM) ( TO) BORROWER
41.35
596.36
30.67
161,188.37
1,000.00
154,900.00
4,647.00
160,547.00
161,188.37
160,547.00
641.37
K. SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER:
401. Contract Sales PrIce
402. Personal PfOOertV
403.
404.
405.
154,900.00
At,fiustments For Items Paid By Seller in advance
406.CiiYfI own Taxes to
407. CountvTaxes 11129/06 to 01101107
408. School Taxes 11129106 to 07101107
409. Sewer & Trash 11129106 to 01101107
410.
411.
412.
420. GROSS AMOUNT DUE TO SELLER
500. REDUCTIONS IN AMOUNT DUE TO SELLER:
501. Excess- o8DOSii (See Instructions)
502. Settlement Charaes to Seller (Une 1400)
503. Existlna Ioanls) taken subieclto
504. Payoff of first Mortgage
505. PayoffOf second Mortaaae
506.
507. (Oeoosit disb. as ofoceeds)
508.
509. Seller Assist
Muslments For Items Unoaid By Seller
510. Cltvtrown Taxes to
511. CountvTaxes to
512. School Taxes to
513.
514
515.
516.
517.
518.
519.
520. TOTAL REDUCnON AMOUNT DUE SELLER
600. CASH AT SETTLEMENT TOJFROM SELLER:
601. Gross Amount Due To Seller (Une 420)
602. Less Reductions Due Seller (Une 520)
603. CASH ( X TO) ( FROM) SELLER
41.35
596.36
30.67
155,568.38
11,252.00
4,647.00
15,899.00
155,568.38
15,899.00
139,669.38
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Borrower
~
Sen.. ~()<~ &r
E tate of Paulyn E. Lommen, by
lorraine A. Lomman, Executrix
L. SETTLEMENT CHARGES
100. TOTAL COMMISSION Baaed on PrIce $ 154.900.00 @ 6.0000 % 9.294.00 PAID FROM Pf'JO FROM
Division of Commission ./Iine 7(0)88 Follows: BORROWER'S SEllER'S
701. $ 4.672.00 to Exit Realty Capital Area RJNDS AT FUNDS AT
702. $ 4,622.00 to Exit Realty CaDltal Area SETTLEMENT SETTLEMENT
703. Commission Paid at 5etUement 9,294.00
704. Realty Transaction Fee to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan QrIalnation Fee 0.0000 % to Central Penn Mortgage Co. 600.00
802. Loan Discount % to
803. Appraisal Fee to Appraisal Link 275.00
804. Credit Report to
805. Lender's Inspection Fee to
806. Flood Cert - Ufe of Loan to 1 st American Flood Service 5.00
807. Tax Service Fee to 1st American Tax Service 84.00
" 808. Underwriting Fee to JPMorgan Chase Bank. NA 370.00
809. Flood Derterm - Initial to 15t American Flood servkle 9.00
:: 810. Yield Spread Premium cenlral,penn $3149.12 POC byJPMC
811. M to central Penn 400.00
lOG. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
.901. Interest From 11/28106 to12J01106 @ S 27.58OOOOtday ( 3 days %) 82.74
:902. Insurance Premtumfor months to
903. Hazan:llnsurance PremIum for 1.0 ....rs to State Fann Insurance $340POC
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insuraooe 3.000 months $ 28.34 per month 85.02
1002. Mor1Daae Insurance months $ 16.16Det month
1003. Citvtrown Taxes months $ ,Del' tnonth
1004: CountvTaxes 10.000 months $ 38.12J>er month 381.20
1005. School Taxes 5.000 months @ $ ,84.n per month 423.85
jOO6. months em $ .oer month
1007. months @ S oar month
: 1008. Aaareaate AdJustment months @ S Del" month -436.57
. 1100. TITLE CHARGES
1101. Settlement or CIosina Fee to
1102. Abstract or Title Sean:n to
1103. Tille Examination to
1104. TItle Insurance Binder to
1105. E-DoaJm8Ot Preoaration to Capital Area Abstractors. LLP 100.00
." 1106. Notarv Fees to Dorothea R. Butkus 30.00
1107. AtlDmey's Fees to
(includes abwBltem _...-..-, )
1108. TItle Insurance >'to CaDItaI Area Abstractors Land America Lawvers Title 1133.75
{includes above item numbers: ,
1109. Lender's Coverage $ 154.900.00
11'10. Owner's Coverage $ 154.900.00 1.133.75
. 1111. 100. 300 & 900 Endors. to Capital Area Abstractors. LLP 150.00
1112. Closing ServIce Letter to land America Lawyers Tille 35.00
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $ 103.00
1202. Cltv/COuntv TaxlStamps;Oeed 1.549.00' MorIaaae 1.549.00
1.203. State Tax/Stamos: Revenue Stamos 1.549:00; 1.549.00
.1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
13€11. Survey to
1302. Pestln~on to Inspection Center 4008 Gettvsbura Road 50.00
1303.
1304. .
1305. See addifl disb. exhibit to I 190.00 409.00
1400. TOTAL SETTLEMENT CHARGES (Enter on Unes103, SectIon J and 502, SectionJ~~ 5.619.99 11,252.00
By signing page 1 at this stal8nw1l. the IIgnalarie8 KIlnowledge IKlIipI at . completed copy at page 2 af \his two page ....,.., :\rf~'{J~Ji+J?# d $
I IAl
lCa~t~ .LLP
Settl 80t ent ~
,...age~
Ag
Certified to be a true copy.
,. ,..; ,. I" -!"c. .-,. "'r;'-' '''!I~~~!f,ew;!,~~.lr~.,m-_J;';_, ~_:.;'".
'j
REV-1503 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 8
STOCKS & BONDS
ESTATE OF
PAULYNE.LOMMAN
FILE NUMBER
437
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
2.
American Funds, Account No. 93467815104
8,980.97
3.
American Funds, Account No. 94192811607
32,017.70
4.
American Funds, Account No. 94408376133
9,238.56
TOTAL (Aso enter on line 2, Recapitulation) $
122386.03
(If mnrP. lWlf".A i!o; nAAtfAci inAArt AciciitinnAI ~hM~ nf thp. AAmA ~i7A\
@ American Funds.
American Funds Service Company
Post Office Box 2280
Norfolk, Virginia 23501-2280
americanfunds.com
LORRAINE LOMMAN
ESTATEOFPAULYNLOMMAN
6423 BIKLE RD
CHAMBERSBURG P A 17201-9063
June 30, 2006
Re: American Balanced Fund - A
Account #7479-0643-11
The Investment Company of America - A
Account #9346-78151-04
New Perspective Fund - A
Account #9419-28116-07
Capital W orId Growth and Income Fund - A
Account #9440-83761-33
PAULYNELOMMAN
Dear Ms. Lomman:
We recently received an inquiry regarding the balance of accounts #7479-0643-11, #9346-78151-04,
#9419-28116-07, and #9440-83761-33.
"'The table below reflects the share balance, per share net asset value (NA V), and total value of the accounts on
the dates requested:
Date A-CCOUQt Number Share Balance NA V Per Share Total Value
05/09/06 7479..0643-11 3,889.423 $18.55 $72,148.80
05/09/06 9346-78151-04 265.552 33.82 8,980.97
05/09/06 9419-28116-07 983.949 32.54 32,017.70
05/09/06 9440..83761-33 222.348 41.55 9,238.56
06/29/06 7479-0643-11 3,913.074 17.98 70,357.07
06/29/06 9346-78151-04 266.762 32.79 8,747.13
06/29/06 9419-28116-07 983.949 30.08 29,597.19
06/29/06 9440-83761-33 224.159 38.03 8,524.77
Mutual fund share prices vary with the fluctuations of fmancial market share prices. The prices of the funds are
found in the financial pages of most metropolitan newspapers under American Funds in the Mutual Funds
listings.
· No accounts were transferred by Mrs. Lomman within the past year
· All accounts owned by Mrs. Lomman are listed above, credit life insurance does not apply
· No joint ownership all accounts are registered as you will see above
The Capital Group Companies
American Funds Capital Research and Management
Capital International
Capital Guardian
Capital Bank and Trust
LORRAINE LOMMAN
ESTATE OF PAULYNLOMMAN
JUNE 30, 2006
PAGE 2
. Please see the ending balance on 6/29/06 for accrued interest
. Loans are not applicable to these account types
If you have any questions, please contact your financial adviser or call us at 800/421-0180. You can reach one
of our service representatives Monday through Friday between 8 a.m.. and 8 p.m. Eastern time. You may also
obtain account information by visiting our website at americanfunds.com.
Cordially,
American Funds Service Company
",*"",,", _h>>'O
:Ui1f!Gil'tf';;~l:';';";
REV-1508 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAUL YN E. LOMMAN
FILE NUMBER
437
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
DESCRIPTION
VALUE AT DATE
OF DEATH
61.00
J.e. Higgms 12 gauge shotgun
Marlin Model 336 30/30 rifle
150.00
Household contents
2,390.00
Highmark, premium refund
302.58
Fulton Bank, Certificate of Deposit No. 0220164877
10,030.00
Capital One, Certificate of Deposit No. 1099399284
86,589.05
Commerce Bank, Certificate of Deposit No. 0800749
20,002.41
Sovereign Bank, Checking Account No. 1681728958
59,084.84
Sovereign Bank, Certificate of Deposit No. 1685300061
1.90
Sovereign Bank, Certificate of Deposit No. 1685313148
20,013.80
Sovereign Bank, Certificate of Deposit No. 1685322727
30,042.16
TOTAL (Also enteron line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
228,667.74
....~,....
'-
WACO'S GUN SHOP
1052 Hwy 92 W. SUite K20
AUBURNDALE, FL 33823
(863) ..7477
NAME
C PAOOUCT 609
-.- -- .
e-e. t;:1j-
A"cIaimsand~~,"~'
.JfIl';f1l~ ~C"}&U
,
(!O~Ea ~ c:/fuat;.on dE,'J,uiaE,
AUCTIONEERS & APPRAISERS
208 CREEKWOOD DRIVE. CAMP HILL, PA 17011
PHONE (717) 737-0000
June 2, 2006
ESTATE OF
PAULYNLOMMAN
4008 GETTYSBURG ROAD
SHIREMANSTOWN, PA 17011
LMNG ROOM
UPHOLSTERED SOFA
TWO UPHOLSTERED CHAIRS 50.00 EACH
TABLE LAMPS
T.V. AND ENTERAINMENT CENTER
GLASS CURIO
LEADED FLOOR LAMP
HANGING MIRROR
75.00
100.00
40.00
100.00
85.00
60.00
25.00
DINNING ROOM SUITE
TEN PIECE PINE DINNING ROOM--8lJI1'E
200.00
BEDROOM SUITE
DESK AND CHAIR
MIse NIC-NACKS
35.00
20.00
BEDROOM SUITE
THREE PIECE BEDROOM SUITE
150.00
Auction Management and Appraisal Service
Antiques appraised, purchased, sold on consignment
,
(!o~ ~ dl-lU!1ion de'Luit!L,
AUCTIONEERS & APPRAISERS
208 CREEKWOOD DRIVE. CAJIiP HILL, PA 17011
PHONE (717) 737-<1000
UPHOLSTERED CHAIR
LAMP
20.00
5.00
BEDROOM SUITE
THREE PIECE W ATERF ALL BEDROOM SUITE
STAND
250.00
10.00
GUNS
20 GUAGE MOSSBERG SHOTGUN
22 MARLIN MODEL 781
22 RIFLE
125.00
85.00
25.00
BASEMENT
MISC TOOL HAND AND ELECTRIC
GUN CABINET
MISC TABLES AND STANDS
AIR COMPRESSOR AND MISC (BACK PORCH)
CRAFTSMAN RIDING MOWER (LIKE NEW)
HONDA SNOW BLOWER
MISC GARDEN TOOLS
LAWN FURNITURE
75.00
65.00
35.00
85.00
550.00
75.00
35.00
60.00
TOTAL
2,390.00
TIllS APPRAISAL IS TRUE AND CORRECT TO THE BEST OF MY ABILITY
AS AN AUCTIONEER AND APPRAISER WIm 27 YEARS EXPERIENCE
MICHAEL COSTEA AU-1759-L
~~
Auction Management and Appraisal Service
Antiques appraised, purchased, sold on coneig11nlent
Fulton Bank
LISTENING.
June 2, 2006
Wayne F. Shade
53 West Pomfret Street
Carlisle, Pennsylvania 17013
Dear Mr. Shade:
RE: Paulyn E. Lomman, deceased May 9, 2006
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
CD # 022-0164877, open 12/17/2001, matures 12/17/2006, balance
$10,000.00 and accrued interest $30.00; paying 4.97%, opened
jointly with Albert T. Lomman.
Hyou should have any further questions, please do not hesitate to contact me at (717)
291-2437.
Very truly yours,
~~.~
Karen D. Hillegas
Credit Inquiry Processor
CONFIDENTIAL
This information is furnished as a matter of business courtesy
in answer to your inQuiry, and is for your confidential use only.
No responsibHity is assumed by this bank or any of its officers.
Any opinion herein expressed is subject to change without notice.
POBox 4887 Lancaster, PA 17604
fultonbank.com 1-800-FULTON-4
WAYNE F. SHADE
ATTORNEY AT LAW
53 WEST POMFRET STREET
CARLISLE, PA 17013
June 15, 2006
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Re: Capital One certificate of deposit account# XXXXXX9284
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Dear WAYNE F. SHADE:
Thank you for your recent inquiry regarding your account. The information that you have
requested is listed below.
Type of Account
CD
Account Number
XXXXXX9284
Balance as of 6-9-06
$86,589.05
Title
Sole Owner
Qmm
09/01/2004
Maturity Date
09/01/2009
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Date Closed
6/1412006
Balance
$86,968.14
You can now check rates,.access your current balance and obtain additional account
information 24 hours a day by calling our Voice Response Unit (VR U) at 1-888-810-4013, or
by visiting us online at www.capitalonedirect.com. Representatives are also available to assist
you Monday through Friday, 8:00 a.m. to 8:00 p.m., and Saturday, 8:00 a.m. to 2:00 p.m.,
Eastern Time.
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Director
Capital One Direct Banking
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PAGE 01 OF 01
000005 / QA- 5/0
~21.500/4
2783 (20060103)
Cotn",erce
eBank
June 20, 2006
Wayne F Shade
Attorney At Law
53 W Pomfret St
Carlisle, PA 17013
RE: Estate of: paulyn E Lomman
Social Security #: 207-07-8135
Date of Death: May 9, 2006
Dear Sirs:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Time Deposit
Account #: 800749
Date Opened: 10/9/01
Primary Owner: Albert T Lomman
Secondary Owner: Paulyn E Lomman
Date of Death Balance: $20,002.41
Accrued Interest: $2.41
Principal Balance: $20,000.00
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 412-
_._--~.~_._--~..
6130.
Sincerely,
~q~
Wanda J Morris
Senior CIF Specialist
Commerce Bank I Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Account #: 1681728958 Type:
In the name of: Paulyn E Lomman
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
Sovereign Bank
Paulyn E Lornman
207-07-8135
May 9, 2006
Checking
$59,055.94
4/30/2006
$28.90
Open date: 10/2/2001
$383.60
Account #: 1685300061 Type:
In the name of: Paulyn E Lomman
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
$1.90
4/30/2006
$0.00
Open date: 12/10/2001
$0.04
Account #: 1685313148 Type:
In the name of: Paulyn E Lomman
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
$20,000.00
4/30/2006
$13.80
Open date: 12/27/2001
$165.70
Account #: 1685322727 Type:
In the name of: Paulyn E Lomman
Date of Death Balance:
'.'. ,lnt.(YTD),from ~., 11112006
Accrued interest to date of death:
Other Info:
CD
$30,000.00
to ,,' '~:~~'\ 4/30J2006!,~
$42.16
Open date: 1/5/2002
$50C .97 ' ,.. , '''!I ..., ~
.,~. ,.. 0( .~._ 'I, ,',_ .....1:...,..."". ~~.a<'
-
Page 1 of 1
REV-1509 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
PAUL YN E. LOMMAN
FILE NUMBER
437
If an asset was made joint within one year of the decedenfs date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIWILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 8/19/04 Members 1st Federal Credit Union 25.00 50. 12.50
Account No. 249694-00
2. A 1/26/91 Members 1st Federal Credit Union 2,734.34 50. 1,367.17
Account No. 10180-00
3. A 2/1/01 Members 1 st Federal Credit Union 2,000.00 50. 1,000.00
Account No. 10180-04
4. A 3/24/98 Members 1st Federal Credit Union 7,819.18 50. 3,909.59
Account No. 10180-05
5. A 8/19/04 Members 1st Federal Credit Union 27,031.52 50. 13,515.76
Account No. 249694-40
6. A 8/19/04 Members 1st Federal Credit Union 16,218.91 50. 8,109.46
Account No. 249694-41
7. A 8/19/04 Members 1st Federal Credit Union 15,835.25 50. 7,917.63
Account No. 249694-43
TOTAL (Also enter on line 6, Recapitulation) $ 35,832.11
(If more soace is needed. insert additional sheets of the same size)
Primary Owner:
'REGULAR SAVINGS ACCOUNT:
,Account Number/Suffix
Date Account Established
Principal Balance at Date ofOeath
Accrued Interest to Date ofO$ath
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership EstabUshed
LIFE SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
'Accrued Interest to Date of Death
. Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
MONEY MANAGEMENT ACCOUNT:
~ntNu~/Suffix
'Date Account Established
'Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership EstabliShed
CERTIFICATES OF DEPOSIT:
Account . Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Dato oJ Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
fvlR
MEMBERS lit
FEDBRALCRBDIT UNION
Paulyn E. Lomman
Lorraine A. Lomman
249694 .00
08/19/2004
$25.00
$.00
$25.00
Lorraine A. Lomman
08/19/2004
10180..00
04/11/1968
$2,734.34
$.60
$2,734.94
Paulyn E. Lomman
01/26/1991
10180 -04
02101/2001*
$2,000.00
$.44
$2,000.44
Paulyn E. Lomman
02101/2001
10180.oS
03/24/1998
$7,819.18
$2.98
$7,822.16
Paulyn E. Lomman
03/24/1998
249694 -40
08/1912004
$27,031.52
$25.30
$27,056.82
Lorraine A. Lomman
08/19/2004
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
249694 -41
08/19/2004
$16,218.91
$15.18
$16,234.09
Lorraine A. Lomman
08/19/2004
1
5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · wwvv.members1st.org
CERTIFICATES OF DEPOSIT:
Account Number/SuffIX
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
249694 -43
08/1912004
$15,835.25
$10.27
$15,845.52
Lorraine A. Lomman
08/1912004
.Opened by transfer of funds from 10180-00.
M ~R~J:WREDIT UNION
nise A. Wolfe T
Insurance Services Supervisor
July 13, 2006
Estate of: PAUL YN E. LOMMAN
Date of Death: 05/09/2006
Social Security Number: 207.07-8135
2
REV-1511 EX + (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAVL YN E. LOMMAN
FILE NUMBER
437
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Neill Funeral Home, Inc., funeral service
Royer's Flowers, funeral flowers
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address 6423 Bikle Road
City Chambersburg
Year(s) Commission Paid: 2007
Attorney Fees Wayne F. Shade, Esquire
State P A
Family Exemption: (If decedenfs address is not the same as c1aimanfs. attach explanationl
Claimant Lorraine A. Lomman
Street Address 6423 Bikle Road
City Chambersburg State P A
Relationship of Claimant to Decedent Daughter
Probate Fees Register of Wills of Cumberland County
Accountanfs Fees
Tax Return Preparer's Fees
Cumberland Law Journal, advertise Letters Testamentary
Bernard A. Lomman, reimbursement for firearms appraisal
Lorraine A. Lomman, reimbursement for moving expenses
Postmaster, registered mail fee
PPL, electric service
VG1, gas service
Pennsylvania American Water, water service
Verizon, telephone service
The Sentinel, advertise Letters Testamentary
Pennsylvania Department of Revenue, 2005 income tax
Costea's Auction Service, personal property appraisal
Lower Allen Township, sewer
AMOUNT
10,345.05
227.90
15,000.00
Zip 17201
15,000.00
3,500.00
Zip 17201
522.00
75.00
20.00
60.00
10.38
28.34
36.71
26.14
15.62
144.29
16.42
250.00
85.50
TOTAL (Also enter on line 9. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
49,316.85
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
PAUL YN E. LOMMAN
Decedent's Name
Page 1
21 06 437
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
DESCRIPTION
UGI, gas service
PPL, electric service
Lorraine A. Lomman, reimbursement for deposit on painting contract
Lorraine A. Lomman, reimbursement for repairs to dishwasher
PPL, electric service
Pennsylvania American Water, water service
Bonnie K. Miller, school real estate taxes
Tom McGlynn, painting
PPL, electric service
Pennsylvania American Water, water service
Pennsylvania American Water, water service
PPL, electric service
Register of Wills, Short Certificate
Lower Allen Township, sewer and refuse
PPL, electric service
UGI, gas service
Pennsylvania American Water, water service
Chuck Bricker Auction Services Inc., commission on sale of household items
PPL, electric service
UGI, gas service
Register of Wills, filing inheritance return
Register of Wills, reserve for filing account
61.33
83.86
318.50
59.00
42.17
16.22
1,017.16
1,005.50
74.51
30.13
26.60
51.99
4.00
85.50
48.31
10.29
9.09
430.50
42.50
21.34
15.00
500.00
SUBlOT AL SCHEDULE H-B7
3,953.50
REV-1512~ + (12-03)
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAUL YN E. LOMMAN
FILE NUMBER
437
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. George W. Baker, M.D., 2006 Medicare deductible
VALUE AT DATE
OF DEATH
124.00
2. Checks cleared after date of death
452.33
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
576.33
.'V-1513 ~.(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAUL YN E. LOMMAN
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trostee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Lorraine A. Lomman Lineal 158,887.36
6423 Bikle Road
Chambers burg, P A 17201
2. Bernard A. Lomman Lineal 158,887.36
2124 Lake Ariana Boulevard
Auburndale, FL 33823
3. Diane S. Dorsheimer Lineal 158,887.36
15 Amherst Road
Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV -1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 CF REV-1500 COVER SHEET $
FILE NUMBER
437
(If more space is needed, insert additional sheets of the same size)
" ,..
LAST WILL AND TESTAMENT
OF
PAULYN E. LOMMAN
I, PAUL YN E. LOMMAN, of Lower Allen Township, Cumberland County, Pennsylvania, declare
this to be my will and hereby revoke all prior wills and codicils and writings in the nature thereof,
heretofore made by me.
GIFTS
I. Personal and Household Effects: I give all my articles of personal or household use,
including automobiles, together with all insurance relating thereto, to my husband,. ALBERT T.
WMMAN, ifhe survives me by thirty days. If he does not so survive me, I give all ~uch property
and insurance to my children, LORRAINE A. LOMMAN, BERNARD A. LOMMAN, .AND DIANE
S. LOMMAN, in equal shares, per stirpes.
My executor may make whatever arrangements my executor deems appropriate for storing and
delivering articles of personal or household use to the beneficiaries, and may pay the cost thereof and
any related expenses including insurance from my residuary estate..
ll. Residuary estate: I give the residue of my estate, real and personal:
A To my husband, ALBERT T. LOMMAN, if he survives me by thirty days; or, ifhe
does not so survive me,
B. To my children, LORRAINE A. LOMMAN, BERNARD A. LOMMAN, AND
DIANE S. LOMMAN, in equal shares, per stirpes.
ITI. Powers of Appointment: No provision of this will shall exercise any power of appointment
I may have.
ADMINISTRATIVE PROVISIONS
IV. Minor Beneficiaries: Any property passing under this will to a person under twenty-one
years of age shall be paid to a custodian for the minor selected and appointed by my executor under
the Pennsylvania Uniform Gifts to Minors Act. .
~
.
V. Protective Provision: No beneficiary may sell, give or otherwise transfer his'or her interest
in income or principal hereunder. No person having a claim against a beneficiary may reach
any such interest before actual payment to the beneficiary.
VI. Mana2ement Provisions: I authorize my executor:
A. To retain and to invest in all forms of real and personal property, without being
confined to investments authorized by a statutory list, without being required to
diversify and regardless of any principle of law limiting delegation of investment
responsibility by executors or trustees;
B. To compromise claims and to abandon any property which, in my execUtor's opinion,
is of little or no value;
C. To sell at public or private sale, to exchange or to lease for any period of time, any
real or personal property, and to give options for sales or leases;
D. To borrow from anyone, even if the lender is an executor hereunder, and to pledge
property as security for repayment of the funds borrowed;
E. To join in any merger, reorganization, voting-trust plan or other concerted action of
security holders, and to delegate discretionary duties with respect thereto;
F. To employ and to rely upon advice given by investment counsel, to delegate
discretionary authority to make changes in investments to investment counse~ and to
pay investment counsel reasonable compensation in addition to any fees otherwise
payable to my executor;
G. To employ a custodian, to hold property unregistered or in the name of a nominee
(including the nominee of any institution employed as custodian), and to pay
reasonable compensation to the custodian in addition to any fees otherwise payable
to my executor;
H. To procure and carry at the expense of my estate insurance of kinds, fooos and
amounts deemed advisable by my .executor to protect my estate and. my executor
against any hazard;
-
I. To commence or defend at the expense of my estate any litigation affecting my estate
deemed advisable by my executor;
J. To conduct alone or with others any business in which I am engaged or in which I
2.
-:.
have an interest at my death, with all the posers of any owner with respect thereto,
including the power to delegate discretionary duties to others, to invest other property
held thereunder in such business and to organize a partnership or corporation to carry
on such business; and
K. To distribute in cash or in kind.
These authorities shall be in addition to those granted by law and shall be. exercisable! without court
authorization.
VITI. Executor: I appoint my daughter, LORRAINE A. LOMMAN, executor of this will, but if
she for any reason fails to qualify or ceases to act, I appoint my son, BERNARD A LOMMAN,
executor in her place. No executor shall be required to give bond.
Executed
lIut./.t.4, .~ (1",2 Y
, 1998.
~"ft:(;:~'
paulYn E mman
In our presence the above-named testator signed this and declared it to be her will, aDd now at her
request, in her presence, and in the presence of each other, we sign as witnesses:
-/a:t 1- ~pt--
Wit s [ ,
, D~. '~
/ J / ~'/T/I,~ jJ. 'VI V U II e. f}I.I;k;/
Address
,~
//0'.5 U/ ~U/IJ~cJ~ Rt1
Address h76U~4,1t//cs~t/,eG
~A /~ss-'
3'
,
..
COMMONWEALlH OF PENNSYLVANIA
SS:
COUNTY OF
I, Paulyn E. Lornman, the testator, whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my
Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by PauIyn E. Lonunan, the testator, this _
2+- day of J.Iov''!~~ . 1998.
LP,,~~~1Vf/
Paulyn E.
DA-- ~r
DennisG.Hursh
Member of the Bar of the
Supreme Court of Pennsylvania
,.
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY OF
We~ ~iL Lu:.LV1 tV and yY,1/}/J?/)/~.J, the witnesses whose names are signed
,
to the attached or foregoing instrument, being duly qualified according to law~ do depose and say that we were
present and saw the testator sign and execute the instrument as her Last Will; that the. testator signed willingly
and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness
in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the
testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence.
J J .swom to or affirmed and subscribed to before me by r1-'1i- ~(.,~(...,'1..v. and
(III /JM- (J1 /-tI.er~witnesses~ this L./ day of A)i)veAt':Jlt-- . 1998.
~~.A4NJ~
W' ..
Vt\-)/L.
Dennis G. Hursh
Member of the Bar of the
Supreme Court of Pennsylvania
~
.
COMMONWEALTII OF PENNSYLVANIA
COUNTYOF--~Vr~ I 'N
SS:
On this, the It \R. day O;:n"E<?l? ~ 8Edc. _ . 1998, before me, a Notary Public, the
undersigned officer, personally appearedDennis G. Hursh, known to me or satisfuctorily provert to be a member
of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing
acknowledgement and ~davit were signed by the testator and witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(SEAL)
~
~ i-\ \() .~0
<Pet ~o .00
(lAP D
, ,;" ". "",", ," "', ",,'.' "",;",,~ ,;<J,i,"lU~,~,";L,l.'M: ,;,
~
-.
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
SHADE WAYNE FULTON ESQUIRE
53 WEST POMFRET STREET
CARLISLE, PA 17013
nn__n fold
ESTATE INFORMATION: SSN: 207-07-8135
FILE NUMBER: 2106-0437
DECEDENT NAME: LOMMAN PAUL YN E
DATE OF PAYMENT: 01/05/2007
POSTMARK DATE: 01/05/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 05/09/2006
NO. CD 007646
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $397.19
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 3295
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$397.19
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS