HomeMy WebLinkAbout96-00056
PETITION FOR PRonATE and GRANT 0..' LETTERS
cOl=..9 '" - ~
Estalt of 1'1IuI II. Ml!rl!lllth
also known as
Nu.
Tu:
Regl\ter uf Wilb for the
Dert'Qsed. County of Cumbl! r Inn.! In the
Social Security No. 174-05-1996 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represenlS Ihal:
Your pelitioner(s), who Is/arc 18 years of age or older an the executor
in the lasl will of Ihe above decedent, dated Oc tober 17
and codicil(s) dated
named
, 19.1..3-
(slate relevant cirCllmSlanccs, e.8. renunciation. death or Cllccutor. etc.)
Decendenl was domiciled al death In Cumberl nnn CounlY, Pennsylvania, with
b is lasl family or principal residence at 503 S. West Street. Cnrl1Rlp, PA 17011
(IlSl street, number and munclpalily)
Decendenl, then 90 years of afe, died December 25 ,19 95
~ Lakevil e, Connecticut 06039 .
Except as follows, decedent did not marry, was nOI divorced and did nol have a child born or adopted
after execution of the will offered for probate; was notlhe vlcllm of a killing and was never adjudicated
incompelenl:
Decendent at dealh owned properlY with estlmaled values as follows:
(If domiciled In Pa.) All personal property S 60.000
(If not domiciled In Pa.) Personal properly In Pennsylvania S
(If not domiciled in Pa.) Personal properlY In Counly S
Value of real cstale in Pennsylvania S
situaled as follows:
WHEREFORE, petitioner(s) respectfully
prcsenled herewllh and the grant of lellers
theron.
request(s) Ihe pro bale of Ihe last will and codicil(s)
Tef;tnmentary
(lestamcnlarYi administration c.t.a.; administralion d.b.n.c.I...)
L X.A-/~.... j.. J--..u..v
'oi William J/, Meredith
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petitloner(s) above-named swear(s) or affirm(s) Ihallhe stalements in the foregoing petilion arc
true and correct to lhe \lest of Ihe knowledge and belief of petitloner(s) and Ihat as personal represen-
tative(s) of Ihe above decedent pelitioner(s) will well and lruly admlnlsler Ihe eSlale according to law.
affirmed anll ~~bscrlbed /v' ~<-4 ~ 8 ----- C'l
19TH da of ~ William Yo Meredith ~'
'{19 f a
, <> )- - - } - -ti., . ~
Register d ~
No. _ 21 - 96 - 56
Eslale of
Paul H. Meredith
t Deceased
DECREE OF PRODA TE AND GRANT OF LE1TERS
AND NOW January 23. 19...2L-, In consideration or the petition on
the reverse side hereor, satlsractory proor havln. been presented berore me,
IT IS DECREED that the Instrument(.) daltd October 17. 1973
described therein be admllled to probatcand filed ohccord as the last wID or Pnu I H. Mer"di ~h
and Lellers Testamentarv
are hereby STanted to William J. Meredith
FEES
I' \ " Probate, Letlers, Etc. ......... $ 115.00
;'" Short Ccrtlficates(4) .......... $ 12.00
~.. RenJ.lnciatlon ................ $ 5.00
X-page 3.00
JCP $ 5.uu
TOTAL _ $ 14n nn
Filed ...... .]~~.4~~Y. .~~ ,. .1.~~~... ... . ....
71/A'OCli}',dn p" !!rmAt.41"
RqiJter or Willa
MARY C. LEWIS
John H. Broujos, Esq. 06268
A1TORNllY (Sup. Ct, 1.0. No.)
4 N. Hanover St.. Carlisle. PA 17013
ADDRESS
717/243-4574
PHONE
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LAST WILL AND TESTAMENT
I, Paul H. Meredith, of South Middleton Township, CuIDber~d
County, Pennsylvania, being of sound and disposing mind and
memory, declare the following to be my last will, hereby revoking
all other wills and codicils heretofore made by me.
I. I devise and bequeath my entire estate to my wife, Blanche W.
Meredith, if she shall survive me.
II. If my said wife, should predecease me, I make the follow-
ing bequests of personal property:
A. To William J. Meredith, a set of china.
B. To Harold M. Meredith, Hummel China collection, teakwood
collection, guns, and fishing equipment.
C. To my granddaughter, Jane Belinda Meredith, my wife's
jewelry.
III. If my said wife shall predecease me, I bequeath all my
remaining personal property, exclusive of cash, stocks and bonds,
choses in action, equally and jointly to my children, William J.
Meredith and Harold M. Meredith to distribute or dispose of as
they deem fit including selling the same at public or private
sale and dividing the proceeds thereof in equal shares between
them.
IV. If my said wife should predecease me, I'direct my executor
to sell my real estate at public or private sale and divide the
proceeds thereof between my two sons, William J. and Harold M.
Meredith.
V. I devise and bequeath all the rest, residue and remainder
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of my e.tate in equal shares to William J. Meredith and Harold M.
Meredith.
VI. If either of my said sons should predecease me, I direct
the share of the deceased son shall be divided per stirpes among
the surviving children of my said deceased son.
VII. I direct that any estate, inheritance, or transfer tax
which shall become due against my estate shall be paid from the
residuary of my estate as an expense of the administration thereof.
VIII. I appoint my sons William J. Meredith and Harold M.
Meredith as co-executors of my will and I request that they be
permitted to serve in said capacity without giving bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
17 day of O~ , 1973.
~7"./1AJ~~
(SEAL)
Signed, sealed, ,published and declared
by testator above named, as and for his
last will and testament written on two
sheets of paper, in our presence, who,
in his presence at his request, and in
the presence of each other have hereunto
subscribed our names as attesting wit-
nesses:
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IN WITNESS WHEREOF, beneficiaries intending to be legally bound hereby sels their hands
and seals the day and year first above written.
WITNESS:
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William J. M ith, ExecutorlBeneficiary
~tJ~_ ~:w~\L
June Meredith, Executrix of the Estate of
Harold M. Meredith for
Harold M. Meredith, Beneficiary
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EX 11I0 IT A .. ASSETS
1. Checking Account No. 428167 $ S,4S3.02
Farmers Trust Company
2. Interest 11 S.97
3. Christmas Club Account No. 222.003380 80.19
Farmers Trust Company
4. Vehicle - 1996 Saturn SLI 11,200.00
S. TV Cable of Carlisle 17.32
Refund
6. United of PA 1.96
Refund
7. Potteiger's Auction 8S.00
Sale of furniture
8. Blue CrossIBlue Shield 676.S3
Refund
9. Ewing Brothers Funeral Home 31.89
Refund
$ 17,661.88
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8. William J. Meredith
(reimbursement for: grave opening 550.00
body transfer 222.06
Formal apparel ~ 802.06
9. William Alderisio, M.D. 89.16
Medical bill
10. Sharon Hospital, Inc. 250.00
Medical bill
II. Sharon Radiology 8.40
Medical bill
12. Nason P. Hamlin, M.D. 166.14
Medical bill
Nason P. Hamlin, M.D. 150.61
Medical bill
13. Saturn of Carlisle Pike 42.15
Repair/maintenance
14. Michael D. Parker. M.D. 35.99
Medical bill
15. Patriot News 16.00
Advertising for sale of car
$ 13,S21.92
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,oaDATaO'lIIAfHAnUI2lJI'" CHICICHIl'
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HlVIIl'T C..DIT IS CIAIMID
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21
COUN1Y COOl
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FiLeD IN DUPLICATE
WITH REGISTER OF WILLS)
5uppl....n...1 R.Mn
'utur. In"'''. Compromiu
(fo, dot" of doolh Oft" 12.12-821
ClCed.", Malntaln.d a U,;,I'll~ TN,t
(Anadl tOpy of T,u"l
AU' INFORMA1l0lUHClOLD III
,~ IM.~INO AOOII.UI
4 N. Hanover
Carlisle, PA
COMMONWIAlTM 01 PrNN'YlYANIA
ol'AITMIHr 21J.\VIHUI
HAIlII1Jl& ~A1'Il'_1
,.",. ,I ,A'" M
Meredith, Paul II.
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20, If lIn. 1911 g"olt, Ihon Un. 18, .nlor lho dilfOtlnoo on lIn. 20. Tbilll.h. OVERPAYMINT.
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21. If lIn. 1811 Vroo", rhon lIn. \9. ontor Ih. d;flor.nta on line 21. ThI. 11 th. TAX OUI.
A. Ent.r the "".,." on the balance due an Un. 21 A.
I. En'" rh..otol of lIn. 21 and 21A on lIno 21B. Thll I"ho .ALANCE DUI.
Ma" CMdr Pa able 101 ".b'" 01 Will" A
,., :. . ,BElSUIlI rQ:ANSWIIlALl:QUlmONI ON RMRSI~IDI: O'TO RECIf6a( MAtl!', :.: ...',... ~ '
Und,r p.nalti.. of p , . I d~lo'. .hot I av. uamln,d ,hit rtfvrn. including accoll'lponying ach.d",l.. and IIOfIM'tlll, ond to thl b." of my ~tlowl,dgl Clnd bllief
., il ,. I,.", correct and 0 . I dt<lor. 'hot all r.-al eUOf. hot b.tn ,.pon.er at lrue morkel Yallle. D,c1aration of prepar.r other than Iht plllonol r'p(...nlotl~' h
" 01 . ormar n of w h r or.r hat any knowled ,.
'1. I l 'Ill .rtu N ADO"IU John H. Broujos, Esq. OATI,
4 N. Hano"er St., Carlisle, PA 17013 }; 7~ l(C"
William J. Meredith, Executor .ATI /
165 Linn Driv_e.' Carlisle, PA 17013 S/l'l qt
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ClAII Of' DIAlr1
174-05-1996
12/25/95
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John H. Broujos, Esquire
243-4574
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2. 51oc1cl cnd tood. (5chtd.l. I)
3. Ooooly H.ld StocklPoHnonh;p In......1 (Sch.d.l. q
.. MartsoS" and Ne", R."iYobl. (5th.d.1o 01
5. Ccoll, Banl D.polih & Ml...lIonllOl/l P,nonol P,ope"Y
(Schedul. EI
b. Joln~y 0""'" Property ISdIod.I. 'I
7. T,on,ftn (Schtdul. G) ISchod.l. l)
S. To.ol Grou A..... (IOtell''''' 1.7)
9. f.,,,eral !apt,,",. Admtnidratly. Colts. Mt,ullantouI
bp.n... (5chod"," HI
10. Deb.., Mo"Qog. liabil;ti.., lion, (Sthed.l. I)
11. ToIol OodlldlaM (101.1 U... 9 & 101
12, NO! Volu. 01 E"a" 11Ine 8 m;nu, Une 11)
13, Cho,ilabl. and Go.ommentol loq..... (Schedul. J)
14, Not Val.. S.biod 10 To. (Uno 12 mln.,lin. 131
15, 5p01I,ol T,an"." (fo, dol.. of dooth air.. 6.30.9.)
S.. In"'vaio", fo, Appllcabl. P,rcantoge on R.v.n.
Sid.. Ilnd.d. vel." "om Schod.l. K 0' SdI.dul. M,)
16. Amount of Uno 1 A to.able at 6% tOft
Ilndud. volu" from 5ch.dul. K 0' 5chedul. M,I
17. AMOUn' of Unt 1A laxobl. at 15% rot.
(Ind.d. vol.n !rom 5<hodul. K 0' Schtd.l. M.I
lB. P,;ndpollo, du. (Add Ie. ,,.10 Un" IS, lb and 17,)
19. Cr.dits $povsol Poverty Credit P,ior Pormenl'
+ 3 ,000
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1996
yrAR
0056
0411 or III '"
A
503 S. WURt St.
CnrliRle, PA 17013
~ Cumberland
ANoOUNT "OlvID IS N
.t." I VIIIT HUM'U
o 3. R,malnder Rtl"'"
110, dolu ., d..... prlo, 10 12,1 J.I2:
o 5. F.dorol Ella" To. Rotu," R.qui"d
_ B. Total Number of Sof. Depoul Bo..,
.. 'I~~.~, ~~.:_ 'Yr~~' . . '1,
Screet
17013
(1) 0.00
(2 ) 0.00
131 0.00
(A) 0.00
(5) 17,545.91
(b) 45 .511. 38
(7) 0.00
(B I 63,057.29
(9) 8,734.23
(10) 1,633.61
111)
(12)
(1JI
IIAI
10,367.84
52,689.45
0.00
52,689.45
1151.
(Ibl
1m
X._-
52.689.!l5
)( .06.
3.161.36
x ,IS.
(IBI
3.161.36
+
Discoun'
157.89
lnt.rell
3.157.89
(19)
(20)
Ch.."l. heft.. If you mr fPflUr\hnt'J 0 rrfUOIj of your nvtorpoy.,.,('nl.
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3.97
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A......IDAVIT
COMMONWEALTH 0... PENNSYLVANIA
: 5S
COUNTY OF CUMBERLAND
Jehn H. Broujes, being duly sworn according to law, does depose and state that he is the attorney
who has represented the Estate of Paul H. Meredith; that the Executor of the Estate of Paul H.
Meredith is Williwn J. Meredith; that the Executor has timely and faithfully administered the
estate, paid the inheritance tax, gathered assets, and paid expenses; that he had made distributien
of the wneunt set forth in Exhibit C - Schedule of Distribution, including a payment to June
Meredith, as Executrix of the Estate of Harold M. Meredith, Beneficiary; that Executor and
Atterney for the Estate had made extensive efTerts te obtain the address of June Meredith,
Executrix of the Estate of Harold M. Meredith; that the Attorney spoke with her by telephone
while she was on her way to England, advising her of the assets and debts and balance for
distribution of the estate; that she did net know her address in England and said that she would
provide an address to which to send the Fwnily Settlement Agreement fer execution; that nething
mere has been heard from June Meredith; that the Executor has carried out his duty of sending
the distributien to the Executrix of the Estate of Harold M. Meredith, the Beneficiary; that
everything that has been dene for the Estate has been in accerdance with law and proper;
whereby this Fwnily Settlement Agreement is filed in order to clese the estate.
IN WITNESS WHEREOF Affiant sets his hand and seal this 13th day of March, 2002.
WITNESS
~~
Sworn and subscribed to before me
this 13th day of March, 2002.
~fJ L (;f(~a.-J
Notary
NOlarinl Sonl
, l:3rldnct Ann Corcoran. Notary Public
, C'-lrlislu (loro. \,u01bcfland COHnlv ,
I ," J 010 ') '"''
I.~y Cvml1ll!.s'on c.),p~~~_~..\..!..~
Commonwealth of Pennaylvenla
Inheritance Tax Return
R..ld.nt Decad.nt
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
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-
E.tate of
FII. Number
Paul H. M.radlth
1998.00058
(All property /olntly.ownld wlth thl Right of 8urvlvol1lhlp mUlt III dllclOlld on Schldull F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Checking Account No. 428187
Farm.re Trust Company
$ 5,453.02
2.
Christmas Club Account No. 222.003380
Fannere Trust Company
80.19
3.
VehIcle -1996 Saturn SL1
11,200.00
4.
TV Cable of Carllale
Refund
17.32
5.
United of PA
Refund
1.98
8.
Potteiger's Auction
8ale of furniture
85.00
7.
Blue Crosa/Blue Shield
Refund
678.53
8.
Ewing Brothere Funerel Home
Refund
31.69
TOTAL (Also enter on line 5, Recapitulation)
$ 17,545.91
.
F
FARMERS-
TRUST.
February 3, 1996
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Broujos, Gilroy & Houston
4 North Hanover Street
Carlisle, PA 17013
ReI Estate of Paul H Meredith SSN 174-05-1996
Date of Deathl Decernber 25, 1995
Dear Mr. Broujosl
In answer to your request concerning accounts owned, either
separately or jointly, by the above referenced decedent and
the balance in each account as of the date of death, we have
checked our records and are sUbrnittiy,g the following
inforrnation in duplicate. We suggest that you file one of
these letters attached to the Pennsylvania Inventory forrns
(RCCI to substantiate the balance you report.
Note that we have shown the correct registration for each
account. Also, interest accrued to the date cof death, if ay,y,
is listed as a separate figure.
Checking account #428167 was originally opened 9/1/67. The
account was titled Paul H Meredith or Blanche W Meredith with
Williarn R dith as Power of Attorney. The balance as of
25/95 was $5,447.~~ Ius $5.70 accrued interest for a
total of $5,453.02. Th account was a NOW account earning
2.10~ interest at irne of death.
..
Christrnas Club Account #222-003380 was originally opened
10/4/83. The account was titled joint between Paul H
Meredith or Blay,che W Meredith. The balay,ce as of 12/25/95 ,_-
was $80.00 plus $.19 accrued interest for a total of $80.19.
The account was eary,iy,g 3. 25~ interest at the tirne of death.
We have no record of a safe deposit box in the decedents
narne.
Sincerely,
j/~-.Y'{)fY""\S;~v-N.
Karen Tornassor,e
Custorner Service
One ~ High Street P.OBox 210 Carlisle. Pennsylvania 17013 (717)243-3212
Commonw..lth of P.nnlvlvanla
Inh.rltanc. Tax R.turn
Rllld.nt DIC.d.nt
SCHEDULE F
JOINTLV.oWNED PROPERTY
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Ellat. of
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FII. Numblr
Paul H. Mlr.dlth
Jolntlenanl(a):
1998.000118
NAME ADDRESS RELATIONSHIP TO DECEDENT
------------ ----_._--- --------------------
A. Paul H. Meradllh P.O. Box 1190 Decadent
Laklvllla, CT 011038-4890
B. Ealala of P.O. Box 1190 80n
Harold M.Me~1lh Lakavllla, CT 06038-4680
C. William J. Mantdlth 165 Unn Drlva Son
Carllala, PA 17013
Jointly_ad proparty:
UETTER
ITEM FOR DATE
NO. JOINT MADE
TENANT JOINT
1. A, B, C
2. A,B,C
TOTAL DOLLAR
DESCRIPTION VALUE DECO'S VALUE OF
OF PROPERTY OF % INT. DECD'S
ASSET INTEREST
CaahIMonay Fundi 83.32 1/3 31.11
Advaal. Inc.
Acct. No. 203044240
Mutual Funda 138,440.82 1/3 45,480.27
Advaal. Inc.
Acct. No. 203044240
TOTAL (Allo enter on line 6, Recapitulation)
$ 411,1111.38
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ADVEST, INC.
A iflJoIIJWy If 71w AJor" G....... III<,
SoU M. Ooldenlhal
Viol PnoIdmt -lIIond1 M....'
Member PnoIdmt\ COIIndI
213 Court 811ft1
Suite 60'
Mlddlclown. Conncdlcul 064'7
(203)3047-4491
1-80().48-4464
Fill: (203) J44.0038
EXHIBIT G
FRANKLIN PENNSYLVANIA TAX FREE INCOME FUND
DATE OF DEATH SHARE VALUATION
DECEMBER 25,1995
DECEMBER 22, 1995
HOLIDAY. DATE OF DEATH
BUSINESS DAY BEFORE
HOLIDAY. $10.51 SH. NET ASSET VALUE
DECEMBER 26,1995
BUSINESS DAY AFTER HOLIDAY
$10.51 SH. NET ASSET VALUE
cf--\ 0, -s;\ y \2. q<62 s~> - ~ '> I A.... \ 1''1 ~~
. \ ~ I.p, "T"1"V, O~
Mtmbtr: Ntw York. 04_ A Of"" PrlntIpoI Slot. ~ Mtmbtr: s,curlJl" (malor Frvlffllon Cotporollon.
,.
"
Commonwlllth of P.nnaylvlnla
Inh.rltancl TlX Rlturn
Rllldlnt D.c.d.nt
SCHEDULE H
FUNERAL EXPENSES
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Eltlt. of
File Number
,
(
____r_._.~_.
------... .
Plul H. M.redlth
1996.00056
ITEM
NUMBER
DESCRIPTION
AMOUNT
.__ ___.,_.________.___~____'_______+__.~____ _n_. .________ ___ __ _ __ ..____._______~_._____
A.
Funeral Expenses
1.
Ewing Brothers Funeral Home
South Hanover Street
Carlisle, PA 17013
70600.00
4,750.00 paid bV death benefit
250.00 paid by Eagles
$ 2,600.00
B. Admlnlstretlve Costs:
1. Personal Representative Commissions - William J. Meredith
Social SecurlIV Number of Pereonal Representative:
Year Commissions paid: 1996 3,102.23
2. Attorney Fees: Broujos, Gilroy & Houston, P.C.
4 North Hanover Streeto Carlisle, PA 17013 2,850.00
3. Family Exemption 0.00
Claimant Relationship
Address of Claimant at decedent'a death
4. Probate Fees - Register of Wills, Cumberland CounlV, PA 140.00
C. Miscellaneous Expenses:
1. Register of Wills, Cumbarland CounlV, PA - Inheritance Tax Return 15.00
2. Register of Wills, Cumberland CounlV, PA -Inventory 10.00
3. Register of Wills, Cumberland CounlV, PA - Family Settlement Agreement 17.00
TOTAL (Also enter on line 8, Recapltulltlon)
$ 8,734.23
Commonwlllth of P.nnlvlvanll
Inhlrltancl Tax Rltum
Rllldent DlCld.nt
SCHEDULE I
DEBTS OF DECEDENT,
MORTOAOE LIABILITIES AND LIENS
:o&:.:f~~:'1-:.':":'~"-~ -,
I ',,-: ~.: ?;- .,- ~'. t ,"-
: _Lr"_~-;,. ,
.-. . .... _. .._~__ - .n_ .
...........-....
. __n< ~_:" ::-,'cc "',.:-_,:_'"._"....~.:.~:.._.."._';_c;.-:..-..,_.....;..;_-:...:'::...:;-:._ "'~::._.:;:.:::::.=:;;::T:.-~=L.-;
Ellat. of
FII. Numb.r
Plul H. Meredith
1998.000118
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Olmet Mlnlgement Complnv
Rent due for January
$ 188.50
2.
PP&L
Flnll electric bill
10.42
3.
Mllland Associates
Medical bill
6.79
4.
Stott & Group
Income tax preparation
40.00
5.
Wlllllm J. Meredith
(relmburtement for: grave opening
bodV transfer
Formal apparel
William Anderton, M.D.
Medical bill
550.00
222.06
30.00
602.08
89.18
8.
7.
Sharon Hospital, Inc.
Medical bill
250.00
8.
Sharon Radiology
MedIcal bill
8.40
9.
Hlmlln, M.D.
Medical bill
188.14
10.
Saturn of Carlisle PIke
Repair/maintenance
42.15
11.
Michael D. Parker, M.D.
Medical bill
35.99
12.
Patriot News
Advertising for sale of car
18.00
TOTAL (Also enter on line 10, Recapitulation)
$ 1,833.81
>~T"~I"i ~ ~~~~"~_~~'~~;"~~'__:.~~f.lt~~~.:" , ">: , :J.~ -~:".r~iT:i",-,~,ti/,~~,~~~t.ti~~~\"'~ Z!:'~;!;ff"'";
.
Commonwealth of P.nnlv1vanll
Inh.rllanca Tax R.turn
Rllldlnt DlCtdlnt
SCHEDULE J
BENEFICIARIES
--._=='t..-=-~-=-:::;;..--=._=
-
~t__. - _.
EllIt. of
Fill Numb.r
Paul H. M.rtdlth
1998.00056
ITEM
NUMBER
NAME AND ADDRE88 OF
BENEFICIARY
RELATlON8HIP
AMOUNT OR
SHARE OF ESTATE
A. Taxabla Baqullta:
1.
Ealell of Harold M. Marldlth
P.O. Box 680
LaklvlUlo CT 011038
Wlllllm J. Mantdlth
165 Unn Drlva
Carllala, PA 17013
80n
112
2.
Son
112
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OF
SHARE OF ESTATE
B. Charltabla and Govammantal Baqullta:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS
(Allo enter on line 13, RlCapltulallon)
$
'..
.;.... -..........
__w __ _ _ ___ _ _ ._ ___ _ .. . __ _.. __.
"- ,..- .._ ___ ____. _0-- __._
RECEIVED FROM,
&
ACN
ASSESSMENT P:I
CONTROL I;i
NUMBER
AMOUNT
BROUJOS JOHN ESQ
It N HANOVER ST
101
'3,000.00
CARLISLE, PA 17013
rotD "'"
UTAR INfORMAnON:
!t I N
iii 21-1996-00~6
!t NAMe Of DECeDENT (lAST)
1;1 MEREDITH PAUL H
I f PAYMeNT
B
SSN 174-0~-1996
(FIRST) (Mil
CUMBERLAND
e Of DERH
SEAL
WILLIAM J MEREDITH
C/O JOHN BROUJOS ESQ
CHECK" 6
m TOTAL AMOUNT PAID
.3,000.00
VZ
q1. . /i J
RECEIVED BY /7/1.12.(..1.. L ',"YJJ~'-t.<P, ~-?V'
/f SlGNAJUal,.' ,./. )
MARY C. LEWIS ',,- ~.IJ;-" .
REGISTER OF WILLS ~r.:r' /. i-_
REMARKS
REGISTER OF WILLS
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HOIICE Of INHERIIANCE IAk
APPRAISEHINI. ALLOWANCE OR DISALLOWANCE
Of DEOUCIIOIIS AND ASlnSHINI Of IAk DAT! 09-02-96
FILl NO. ~~6-00S6
DATI OF DIATH 12-25-95 COUNTY CUM8ERlAND
HOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION Of IHIS fOR" WITH YOUR TAk
PAYHENT TO THE REOISTER Of WILLS. HAkE CltECk PAYABLE TO "REOISTER Of WILLS, AOENI"
REMIT PAYMENT TO:
RIVol!47 IX AFP 112095*
COMMOfIMAl f" or PfNHI'tlVANIA
orPU'''NI Of' ItIvuu:
IUlfAU or INDIVIDUAl IA_tl
orP" ,..... .
IIAIIIIIUltO, PA ""1.0"1
ACN
101
JOHN H BROUJOS ESQ
4 N HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Raftittad
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiv: iS4-j-EX-AF ii-elF 9l;"j-iioYicEuoF-YNHEifii'AiiCE -YAx-A-PPRA'isEilEiir; - Ai.i."oWAiicE-iiiim - ___m_ - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEREDITH PAUL H FILE NO. 21 96-0056 ACN 101 DATE 09-02-96
TAX RETURN WAS. I X) ACCEPTED AS FILED
I CHANGEO
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rool Eltoto ISchodulo A I (11
2. Stockl ond Bondi ISchodulo BI , 121
3. Clo.aly Held Stock/Partnarship Intara.t CSchadule C) (5)
4. Hortgagas/Nota. Raceivabla (Schadul. 01 (4)
5. C.ah/Bank Dapo.its/Hise. Par'onal Proparty (Schadule E) (5)
6. Jointly Ownod Proporty (Schodulo FI 161
7. Tronlforl ISchodulo GI 171
8. Tota~ A...t.
.00
.00
.00
.00
17.545.91
45.511.38
.00
lal
63.057.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.a./Ada. Cost./Hise. Expan.a~ (Schadul. HI (91
10. Dobtl/Ho.tgogo Llobllltlo./Llonl (Schldulo II (10)
11. Totol Doductlonl
12. Nat Valua of Tax.Raturn
15. Charitabla/GovarnMantal Baquast. CSchadul. J)
14. Nat Valua of E.tata Subjact to Tax
8,734.23
1.633,61
IllI
1121
IlSI
1141
In,~~7 A4
52,689.45
.00
52.689.45
If an assessmant was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figuras that include the total of ALL raturns assessed to date.
ASSESSMENT OF TAX:
15. AMOunt of Line 14 at Spou,al rata (151
16. Aaount of LIn. 14 taxabla .t Linaal/Cla,s A rat. (16.
17. A.aunt of Lin. 14 t.xabla .t Collataral/Cla.s 8 rata (17.
1~. Principal Tax Du.
TAX CREDITS I
PAYHENT
DATE
03-19-96
05-24-96
NOTE:
.00 X .00=
52,669.45 X .06=
.00 X .15=
Ilal
.00
3.161.36
.00
3.161.36
RECEIPT
NUHBER
AA112631
AA112874
DISCOUNT I')
INTEREST I-I
157.89
.00
AHOUNT PAlO
3,000.00
3.47
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,161.36
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREon" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.'
RUEAVATIOth
I'I.IIPOOt .,
NOTlet1
.
PAYMENT I
RUUND (tA) I
OIACTIONS.
AIlItIN
ISTRATlvt
CORRECTIONS I
01 SCoutf I
PDtALTYI
INTERnT.
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[It.t.S of dec~ts dYlne on or b,'or. Dec~r 12, "'2 If ~y 'utur. Int.r..t In t~ ..t.t. I. tran,'.rred
In po.....lon or If'IJOYftftt to CI... a (coll.t".U benlflcltrl.. of the decedent .ft" the 'lIplratlon of any ..t.t. for
II" or 'or y..r., t~ C~..lth h.r.by 'lIpr...ly r...rv.. the right to .ppr.I.. end ...... tren,'.r Inh.rltenc. Till"
.t t~ IIM'ul el..s . Icoll.t.rll) r.t. on any ,uch 'utur. Int.r..t.
To fulfill thl nqulrHltlts of Section ZlU of t~ Inherlt.-.c. . ...I ht... T.. Act, Act ZZ of 1991. 7Z P,S.
SlCltlon ZlU.
Dettch thl top portion of tnlt Notice end slbelt with your p'vant to thl RI,I;ter of VUlt printed on thl r.v.rs. ,Ide.
"-HIke check or RMY order p.yabl. tOI REGISTER OF IIILLS, AGENT
All p.v-ents ree.lved shill fIrst b. appll.d to any Int.r..t which ..y bI du. with tny r...l~r applied to thl t...
A nfund of . t.. credl t, which .... not reque.t.d on the h. A.turn, ..y b. reque.t.d by cDIIPI.tlng .... -Appllcltlon
'or A.,und 0' Penn,ylvlnl. Inhtrlt.-.c. ~ [st.t. f..- lREV"ISIS). Appllc.tlons .r. .v.llabl. .t thl O'flc.
of thl R.,lst.r 0' Will" tny 0' the IS A.venu. DIstrict Offlc.., or by c.lllnt the 'Plcl.1 14-hour
an.verlne ..rvlc. ~rs for for.. orderlngl In P.nn.ylvanl. 1..aaO-S62-2aso, out.lde Pennsylvanl. end
within loc.l H.rrl.bur, .r.. 1717' 7a7-aa94, TOOl (717) 772-1252 IHI.rlna 11P.lr.d Only).
Any p.rt, In Int.r..t not ..tl.fled with thl appr.I..eent, .llowanc. or dl..llowanc. of d~tlon., or ......eent
of ta. I1neluellng dltcount or Interllt' It .hown on thlt Notlc. .u.t obJ.ct within .bty (60) d.y. of rec.lpt of
this Notlc. b,.
--written prot..t to the PA D.p.rt..nt of R.v.nu., ao.rd 0' App..I., D.pt. zalOZI, H.rrl.bUr" PA 1712a-I021, OR
-".Ieetlon to hlv. thl ..tt.r dettr.lned .t IUdlt 0' thl .ccount of thl p.r.on.l r.pr..entltlv., OR
--.....1 to t~ Orphan.' Court,
Factu.1 .rror. dl.cov.red on thl. .......ent .hould ba addr....d In'wrltlng tOI PA D.p.rt,ent of R.venue,
Bur.au of Individual T...., ATTNI Po.t A......ent R.vl.w unit, Dept. 2aa601, H.rrl.bur., PA 111,a-0601
Phone (111) 7a7-6S0S,' S.. Pit. S of t~ bookl.t -Initructlon. 'or Inherltanc. T.. R.turn 'or I R..ldent
DIc.d..,t- lREV-ISOU for an ..planltlon of .dIIlnhtntlv.1y corractabl. error..
If ~, tax due I. p.ld within thr.a IS) c.land.r .onth. ,'t.r the dactdlnt's d..th, . flv. p.rcent IS~' dl.count of
the t.. plld I. allowed,
T~ 15X ta. ttnt.t, ~-p.rtlclp.tlon pen.lty I. c~t'd on the tot.l 0' t~ t.. end Int.r..t ......ed, end not
p.ld blfon January 11, 1996, t~ first d.y .ftar.th. .nd of the t.. ..,..ty parlod, Thlt non-partlclp.tlon
pentU, It ....Iabl. In the .... IInner and In t~ t~ .... tI.. p.r loci .. you would appa.l thl t'lI end Intar..t
thlt hi. bean .......d ., Indlc.t.d on thl. not Ie..
Int.r..t Is charged betlnnlng with 'Ir.t dlY 0' d.llnquency, or nln. I" ~th. end one CI) day froe t~ date of
de.th, to thl d.t. of p.yaent. Tlxt. which b.c... d.llnquent blfora Janu.ry I, I,al b..r Int.r..t .t the rat. of
.1. 16X, Plrc~t per annut cllcul.t.d at a dIlly r.t. of ,OOOI6~, All tax.. which bee... delinquent on end .ft.r
Janu.ry 1, I,a, will ba.r Int.r..t .t . r.t. which will v.r, 'rot c.landlr y..r to c.llndar y..r with that r.ta
announced b, the PA D.p.rt,ent of R.v.nu.. Th. appllclbl. Int.r..t r.t.. 'or I,az through 1996 aral
!!!! Int.nst A.ta D.II, Int.r..t Factor !!!!' Int.,..t Rlt. D.lly Intar..t r.ctor
I9IZ ZD% .OUS" l,a7 OX ,OUZ47
I'as lOX ,ooooa 196a-I991 llie ,OUnl
1914 IIX .OOGSOI 199' 'X .0aaz47
l,a5 UX ,UQSS6 1995-1''14 1X .UQl9Z
I'.' lOX ,aOOZ7. 1995-199' 'X . UOZ47
--Int.,..t It calcul.ted .. followl1
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-An, Notice luUlcl 1ft., the t'lII bacOM' d.llnquent wUI nfl.ct In Inter..t calcul.tlon to fUtaan C151 d.y.
b.yond the d.t. of the ........nt. If p.r-.nt I. ,.d. .ft.r the Int.ra.t coaput.tlon d.t. .hown on the
Notlc., addltlon.1 Interllt .....t bI c.lcul.t.d.
:~I' q{,. %
Ii-
INVENTORY OF THE REAL AND PERSONAL ESTATE OF
Paul H. Merldltho d.c....d
1. Chlcklng Account No. 428187 . Farmlrl Trult Companv . 8,4113.02
2. Chrlatm.. Club Account No. 222.003380 . Farmlrl Truat Companv 8D.19
3. V.hlcl. . 1998 Saturn SL 1 110200.00
4. TV Cab I. of Carllal. . Refund 17.32
II. United of PA . Refund 1.98
6. Pottelger'e Auction. Sale of furniture 811.00
7. Blue Cross/Blue Shield. Refund 678.53
8. Ewing Brothera Funeral Home - Refund 31.89
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
William J. Meradlth, being duly sworn according to law, deposes and says that he, the Executor
of the Estate of Paul H. Meredith, late of Lakevllle, Connsctlcut, deceased and that the within Is
an Inventorv made bV William J. Meredith, the Executor of the entire estate of decedent,
consisting off all the peraonal property and raal estate, except real estate oulalde the
Commonwealth of Pennsylvania, and that the figures opposite each Item of the Inventorv
rapresent It'a fair value as of the date of decedent's death.
Sworn and lubscrlbed before me.
this OJI{ff...,jav of MaV, 1996.
--~ . d. Pt.7,l'J
NoIIrtaI SeaJ
~L~PubIc
Ioly~ErpireaJ,"~
Date of Death:
&,.~ '1-'''
William J. Meredlt 0 Executor
165 Linn Drive
Carlisle, PA 17013
INSTRUCTIONS
1. An Invlnlory mUll bl fllld within Ihrel monthlllllr Ippolntmlnl 01 pellonel rlprlllnllllvl.
2. A Iuppllmlnllnvlnlory mUll bl fllld within Ihlrty dlYI 01 dllCOVlry ollddlllonel 111111.
3. Addlllonellhull mlY be l\tIched II 10 pellonllly or rellly.
4. Su Artlcll IV, Flducllrlll Act 011848.
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STATUS Rl':rORT UNI..:R R1JU: (,.12
Namc of Dcccdcnt:
Paul H. Mcrcdith
Datc of Dcath:
Dcccmber 25, 1995
Will No.
Admin. Nil. 1996.00056
Pursuant to Rule 6.12 ofthe Suprcme Court Orphanso Court Rules. I rcport thc following
with rcspect to complction of the administration of the ubove-captioncd estate:
J. State whether administration oflhc cst ate is complcte:
Yes No ~
2. Ifthe answer is No, state when the personal rcprcscntative rellSonably believes
that the admi~stration will be eom~e:
~,\ 1'J Cj~
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes_ No_.
b. The separate Orphanso Court No. (if any) for the personal representative's
account is:
e. Did the personal representative state un uccount infonnally to the parties in
interest? Yes No
- -
d. Copies of receipts, relcascs, joindcrs and approvals of fonnal or infonnal
accounts may be filcd with t e Clerk orthe rphuns' und may be
attached to this rcport.
Date: 12cU(9
~,
t;::
'-B OUJOS & GILROY
4 North Hanovcr Street
Curlisle, Pennsylvania 17013
717/243-4574 __7171766-1690
FAX #717/243-8227
(;
Capacity: Counsel for personal reprcsentative
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COMMONWEALTH OF PENNSYLVANIA
NINTH JUDICIAL DISTRICT
CUMDEflLAND COUNTY
COURTHOUSE
ONE COURTHOUSE SQUI\RE
CI\RL'SLE. PA 17013.3387
(717) 240.6292
FAX (717) 240.6462
GIlORDIl E. HOFFIlR
PRI"DaNT JUDGE
March 26, 1999
John H. BrouJos, Esquire
4 North Hanovsr Street
Carlisle, PA 17013
IN RE:
ESTATE OF PAUL H. MEREDITH
Failure to File Status Report
Dear Mr. BrouJos:
A hsarlng was set for Friday, March 26,1999, at 10:00 a.m. in the Courthouse In
Carlisle, at whIch you failed to appsar.
The status report must bs flied In the office of Register of Wills.
We must hear from you within twenty-four hours; pi sase phone Vickie in the
Register of WllIs office at 240-7766, if you have any questions.
Sincerely,
~~I xl r;./;,~
! Pi'
Sandra S. Gobre6flt, Secretary
Judge Hoffer's Chambers
-
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JRD/Juno 30, 19921178~8
In Re: Estato of pr.uL H. MEHF.DUll
Lato of CAIlLISLE OOlUXlH
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.:
21-1996-00056
No. 1996-00056
NonCE OF FAILURE TO FILE SfATUS REPORT AND REQUESJ' TO
CONDUer A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
JOON BOOlIJOS, ESQ.,
Date of Decedent's Death:
12-25-1995
Date of Delinquency Notice:
1-22-1999
The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of
Cumberland County. that neither the above named personal r~pres~ntaliv~ nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 1 _"_1 qqq , 19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
w.DfJ1J.t .
Date:
2-12-1999
VI
Mar C. Lewis, Register of Wills
.
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Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEAlUNG IS SET roll )" tU/.fi. d h , I 9 y 9 AT / cJ " d'lJ A. IJr .
IN a:xJHTl<<XM ID. 3. IfL~ STNI'US HEIUHT IS FILED PIUOIl ro THE HEAHING DATE, THE
HEAlUNG WILL Al1JUolATICALLY BE cr.NCELL .
lOt ,~...
A'
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
PAUL II. MEREDITII
Date of Deathl
12-25-1995
Will No.
Admin. No. 1996-0056
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 estatel
1. State whether ~inistration of the estate is completel
Yes No 7-"
2. If the answer is No,
representative re~nab1y believes
complete I ~ \ "'-^~,
3. If the answer to No. 1 is Yes, state the followingl
state when the personal
that the administration will be
a. Did the pers~ representative file a final
account with the Court? Y-ea ~ No .
-
b. The separate Orphans' Court No. (if any) for
the personal representative's account iS~
c. Did the personal representative s~n
account informally to the parties in interest? vepr1/ - No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be ed with the
Cerk of the Orphans' Court and may be at to th~ report.
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JoH . Broujos, Esquire
Name (Please type or print)
4 N. Hanover Street, Carlisle
Address
Date:
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(717) 243-4574
Tel. No.
(MAH:rmf/AH3)
Capacity: Personal Representative
x Counsel for personal
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, JRD/Juno 30, 1992117858
JAN 6 200~.~
In Ro: Estato of PAUL H MBIlEDtTH
Lato of CAllLISLE OOfUXiH
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNJ'Y
PENNSYLVANIA
Eslato No.: 2h1996-0056
No, 1996-0056
NOTICE OF FAILURE TO FlLE STAroS REPORT AND REQUEST TO
CONDUCT A HEARING PURSUANI' TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: JOON BRCtIJ<S, ESQ.,
Date of Decedent's Death: 12-25-1995
Date of Delinquency Notice: 11-5-1999
The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6,12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 1h5-1995 ,19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court Is hereby notified of such delinquency and tho
undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or tau r the delinquent personal represent i .
\. n
Date:
h4_2000
Distribution: Personal Representative
Counsel for Personal Represenlalive
Estate File
A HEARING IS SOlEDULED FOil
CUJm'RO:foI NO.3. I F 'THE S l\ IlErofIT IS
WILL Al1fCMATICALLY BE CANCELLED.
i-v AT ~ ~ It: /PI IN
II II 'l\) 'THE NG DA , 'THE ~EAlUNG
STATUS REPORT UNDER RULE 6.12
Name of Decedent I p~ H. ~~
Date of Deathl (\.'1.<;~ 'l..r
Will No.
Admin. No.
lliq~ - OOo("fp
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 estatel
1. State whether administration of the estate is complete:
Yes No )(
2. If the answer is No, state when the personal
representative reasonably beiieves that the administration will be
complete I 2. ~~
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No
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 No
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!i<TATII!i< RFPORT IJNnPR Rill''', 12
Name of Decedent: PRill H M.'n'dilh
Date of Death: I '-'~-Q~
Will No.
Admin. No. ?I-lJfi-nn~fi
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:
I. State whether administration of the estate is complete:
Yes.JL No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No --...L-
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 --...L- No See affidavit
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may he filed with the Clerk of Orphans' Court and may be
attached to this report.
Date: ~-14-0?
N .' John H. Broujos
:; .."': " 4 N. Hanover SI., Carlisle, P A 17013
--- 717-243-4574
CL.
'<l' Capacity: Personal Representative
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