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HomeMy WebLinkAbout96-00146 ,...; , ',.1 ... ~ ~~._); ~L .j;'-" '. t ~ ,,. \.. . " ,,,.- .. ,.. ','- , ~'~, . ,. '.' >-- , ;\ .r.., , ,,-: ....- ",/ ;.. . ~_:' .,.... .' ", '-. '.,. :";.+ ~~ ,'" ~ ., ',." ',', . }, '~';"" ., ',','.", ":. ':, ,-' \:""" ',.... ... PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Deceased, No, tOl~ ~ - L4-~ To: Register of Wills for the Counly of Cumberland in the Commonwealth of Pennsylvania Estate of Claire E. Myer" also known os Social Security No, 1 RlI_C;R_n1m The pelition of lhe undersigned respeclfully represents that: Your petitioner(s), who is/arc 18 years of agc or older, appl i "" for lellers of administration on the eslale of (d.h.n.: ptndcnlc Iile: durante ab1>cnlla: durante minorilalc) lhe above dccedenl, Deeendent was domiciled al death in Cumberland County, Pennsylvania, with ~ er lasl family or principal residence al 62 Circle Place, Camp Hill Borouoh, PA. (list SUet'I. number and municipalilY) Decendenl, then 33 years of age, died Januarv 6 at Hershev Medical Center ,1996 Dccendent at death owned property with estimated values as folllows: (If domiciled in Pa,) All personal properlY (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa,) Personal property in County Value of real eslate in Pennsylvania situated as follows: 62 Circle Place. Camp Hill Borouoh Cumberland County. PA $ $ $ $ 95,000.00 Petitioner_ after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Namc Relalionship Residcnce Husband Samuel M. M ers Son 62 Circle Cam Hill 62 Circle Cam Hill Place PA 17011 Place PA 17011 THEREFORE, petitioner(s) respectfully request(s) lhc grant of lellers of administration in the appropriate form to the undersigned. 13 4f~~r: "'~ ~.g ..- ';'~ "U'~ ~o ;; c .. in 62 Circle Place Camp Hill, PA 17011 PUIlI'OU: 01' NOTICE. PA'IMDfT I mumCcah O!,2 ".~ N t::5( :q "0..: 0 " e " 0 , ~ " ~ "" "' f'-o _. E P' ~8 ,; U ~J <.l "' CUe: 0: To fulfill the requlr...nts 0' Section 2140 0' the lnhe,.lt~. and E.tat. Tax Act, Act ZZ 0' 1"1. (12 P,S. Section Zl40). Det.ch the top portion of this Notice end .~It .,Ith your pav-ant to the R.gllt,,. of Will. p,.lnted on the ra....r.. aide. .... ltIka cMck or IIOMY o,.der ,.vetlla tOI MeISTER OF WILLS, ACEHT. AU p.~t. rec.IYM IheU first be applJed to ."y Inb,...t which ..y be due, with ...y r...lndllr 1IPP1Ied to thII tax. A raf\n:l of a tu cr.cllt, which .... not requastad on the talC retu,.n, ..v be requested by coeplatlng an "application fo,. R.fund of P....yl..,."l, InMrltWIC' WId Eatat, r-.- CREV"13lS), Appllc.Uons Ir. av.11lbl, .t \hi Dfflca of the AIIIsta,. of Will., ~ of the Z5 RIYInUI DI.trlct Offlc.s or by calling the .paclaa Z4ahou,. .......'1"1 'Irvlce ~r. for for.s orderlngJ In Pannlyly,"l. laIOO"S6ZaZ050, outslda Pennswlvanla and ..Ithln local ~,.rlsbur. ar.. (711) lI1aI094, TDDI (111) 77Z-ZZ5Z CHaarlng lap_Ired Only). OIJECTJONSI Any party In Int.r.st not ..tl.fled .,Ith the ...,.alseaent, allowanca or disallowance of deduction. 0,. ......-.nt of to (Including dbcDlllt 0,. tnter..t) .. shown on thh NotlCI ..v objact ..lthln .ixty (60) .)'1 of receipt of thh Notice bVI --..rltten prot..t to the PA DaplrtHnt of Revenue, Bo.rd of Appe..., Dept. tllOU, Klrrhburll, PA 1112'-1021, OR ..a.lectlna to have the nth,. dehr.lned at thll MIdi t of the KCCU'lt of the pe,..onal repr..ent.tlv., Olt _aIlPPlII to the DrphWl.' Court AlIIU.- IITIIATI\/! CQRRECTlONSI DISCOUNTI PEKALTVI INTERfST I 'actUll .rrors dhcoy.rM on thll ....spent should be add,....ed In ..rltlng tOI PA o.part-.nt of Rayanue, au,.aau of Jndlyl~1 T...., ATTNI Po.t A.....sent AeyI... unit, DEPT. 210601, Har,.lsburg, PA I11ZIa0611 Phone (111) 711-6505. See page S of the booklet "In.tructlon. for Inhe,.ltanca Ta. R.tu,.n for a R..ldant Decadent" (REV-lSOI' fo,. ~ ..,lln8tlon of edalnl.tr.tlv.ly correctable .rro,... I' InY ta. due Is paid ..Ithln thr.. CJ) cal~ar -.nth. aftar the decadant'. death, a flv. percant CSX) discount of the tax paid I. allowed. The 15:C ta. MMSty non"partlclpatlon PIf\Ilty 11 COllPUted on tM tot.1 of the ... and Int.r..t ''''UM, and not p.ld before J.nuary II, 1"', the fl,..t d.~ .ft.r the and of the t.. MM.ty period, Thl. nonap.rtlclpatlon penal ty I. .....Ilbl. In the s... .ama,. and In the the .... tI.. pe,.lod .. you ......Id appa.1 the talC and Int.r..t that hII. bean a..e..ed III IndlcatM on thh notlc.. Int.r..t I. charged bqlnnlnt with first d.y of dIIllnquMCy, or nine (9) .w1th. WId OM CU d.~ fr~ the data 0' de.th, to the dlita of p.ynnt. T.x.. ....Ich bee... delinquent before J.....ry 1, 1911 baa,. Intara.t at the rat. of .1. C6:c) percant par ~ calcul.ted .t a d.ll~ rat. of .101164. All t.... ....Ich bee... delinquent on or .ft.r Jenuar~ 1, 19.2 ..111 bI.r Intar..t .t a ,..t. which will y.ry f,... calendar vear to c.lendar y.a,. ..Ith that r.t. ennounced by the PA Dap.rtaant of R.ylnUe. ThI appllcabl. Int.,.a.t rates for 19.2 th,.ough 1991 ar'l Yaar Inter..t R.t. nally Int.,...t Factor "..r Jntl,...t Rat. DailY Jnta,...t Factor 19Ir rox .00un 1917 OX .010241 1915 lOX .01011)1 19Ual991 IIX .00lSOI 1914 IIX .00lSOI I9n 'X .OIDZ41 1915 UX .0ODS56 I "Sa 1994 n .GODl9Z 1916 lOX .010214 1995-1997 OX .OODZ41 --tnt.relt I. c.lcul.ted a. foll....1 IHTEREBT . IALAHCE OF TAX UNPAID X "UHlER Of DAYS OELIHQUENT X DAILY INTEREST fACTOR "'Anv MoUe. luued .ftar the t.. beCOM' d.lInquent ..111 r.flect .... Inter..t c.lcul.tlon to flft.., US) day. beYond the data of the ..........t. If paVMnt II aect. .ft.r the Int.r..t cHPUtaUon dait. IIhowt on the Notice, additional Int.r..t sust be calcul.ted, - o.~ N :q CJ ~ t::~ :'0.: l o ~ -, 'I,., 0: ~: '..J ,~.; (.) f.1 WCC c: r-- P' ---' Jig 00 P\lRPOSl! lI' NOTICE I To fulfill the raqulreaent. of Section 2141 of the Inharltenc. and E.t.t. T.. Act, "ct It of 1991. C71 P,S. Section 2140). PAYttDITI DetKh the top portion of thl. NoUc. Ilnd IUbIIIt ..Ith you,. p.yunt to the Reght... 0' Wllh prlntM on the .......r.. aide. .... flak. chack 0,. __v order p.,.I. tal MOIITtA OF WILLS, Ac[HT. ..11 ,.panta rec.lyacl shIIll lint be sppUM to MY Intlr..t which ..v be dull, .,lth any r...lnder 1iPP1Iact to the ta.. RU\ICD cau I .. nh.nd of a t,. crMlt, which .... not requa.tM on the t.. r.tu,.n, .ay be r.....tact by caplaU"I ." -Appllcatlon for R.fund of Pann.ylv...l. Inherltanc. ~ E.t.t. Tax" (REYaISIS), applications .,.. ,....Illbl. at the Offlc. of the R....tar of Will., MY of the 2S A.venue DI,trlct Dfflc.. or bV calling the ,pecl.1 Z4ahou,. ."....,.Ing ..rylc. ~r. fo,. fo,... ordering I In Pann.Ylvanl' lal'laS4ZaZOSO, out.lda Pann.vly."l. and ..ithln local H8r,.lsburl .r.. (111) 111-1094, TDD' (111) 712-2152 CHa.rlng 1.,.lrad Only). OI.ECTlDHSI IIrJ p.rty In Int.,...t not IIthf1H ..Ith the appr......,t, .UCNWIC. 0,. dh.Uowenc. of deduction. or ........,t of tu Clncludl". dhcOW1t or Inte,...t) .. Ihown on thl. Notlc. uy object ..Ithln .lxty (60) day. of rec.lpt o' thl. Notlc. byl --written ,,.ot..t to the ,.. Dap.rtaant of R.ylnUl, loard o' App..l., Dept. Z110Z1, "-,...I.burl, P" 1112.-1021, OR --.lacUng to heYa the ..tt.r dat.r'lned at the MJdlt of the account of the pa,.,.".1 rapr..."t.U..,., OR --~1 to the Orphan,' Cou,.t ADMIN- ISTRATIVE CORRECTIONS I F.ctulll .rrors dhcoy.rM on thl. ...........t should be add,....ad In writing tOI PA Dap.rtaent of R.ylnUl, au,...u of Indlyldual T.x.., ..TTNI Po.t .......alnt R.vleM unit, DEPT. Z10601, H.rrllbu,.., P" 1112a-0611 Phone (111) 711-'505. S.. pegs 5 of the bookl.t -In.tructlon. fa" Inhe,.ltanc. T.. Return fo,. . R..ldant Decedent" (REV-1511) for an .xpl8n8tlon of adllnl.tratlyely co,.,..ctlbl. .,.ror., DISCOllfTI If ~ t.. due I. peld ..Ithln thr.. (5) c.lend.r aonth. aft.,. the decedent'. death, . flY. p.rcant (SX) discount of the tu p.ld I. eUowed. PEKALTYI The lSX tu .....ty non-p.rUclp.Uon penalty II CoeputM on the total of the tu Met Int.r..t ......ed, Met not p.ld before Jenua,., II, I"', the flr.t d.y .ft.r the and of the t.. .....ty period. Thl. nonap.rtlclp.tlon panelt, II ."..Iabl. In the .... ....r Met In the the .... U.. p.,.lod .. you would ."..1 the tu and Int.r.1t thet has bean ......ed .. Indlc.t.d on thll noUc.. IHTERESYI Int.r..t II charted betlmlnt Nlth fl,.st d.v of delinquency, 0" nine (9) .w1th. and OM (1) d.V free the det. Df de.th, to the det. of P'YHI1t, Tu.. which bee.. delinquent before Jllf'lUllrv 1, nl2 betr Int.r..t at the ,..t. of .1. (6X) p.rcent p.r annua calcul.ted .t . d.lly ,..t. of .001164, All tu.. which bee... delinquent on or .ft.r Janua,.y I, 1"2 ..III be.r Int.,...t .t a rate which ..Ill v.,.y fro. c.IMdar y..r to c.lenda,. v.ar ..Ith that rat. 8rnM\Ced by the P" D.p.rt.....t of R.yenua, The eppllclbh Int.r..t r.t.. for 1"Z through 1991 .,..1 Y.." Int.r..t Ret. D.llv Int.r..t Facto,. Y.'" Int.n.t R.t. D.lly Int.rut Factor 1'12 ZI% .001541 I'll n .GODZU 19U 16% .ODDUI 1'''-1991 11% ,GOOSOl 1914 11% .DDOSOl 1992 9% .DIOZU 1915 U% .0DUS6 1995al994 7JC .DOOI9Z 1916 lOX .000214 1995-199' n .DOOZ41 ulnt.r..t I. calcul.ted .. foll....1 INTEREST . BALAHCE OF TAX UNPAID X HUKlER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I.,ued .ft.r the tax bee.... delinquent ..111 r.flact an Inter..t calcul.tlon to f'ftaan CIS) day. beyond the date of thll ..........t. If p.v-ent II .ad. .fter thll Int.rut coeputetlon data IhoMn on the NoUce, IIddIUonal Int.r..t .."t be celcuhtM, i I ~".;.<"~~-' '.< -w' ro.J'O ...,......-. Ralph A. Germak Attorney at Law 4\ Wellfall Slreel 1'.0. 800 249 McAllllervllle,l'A 17049 Telephone (717) 463-3686 Pax Number (717) 463-2578 E-mail: rsermakOlrlcounlyl.nel May 2, 2002 Mary C. Lewis, Register of Wills Cumberland County One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Claire E. Myers Estate No, 2] -96-00146 Dear Ms. Lewis: Enclosed herewith please find an original and one copy of a Proof of Claim for the above- referenced Estate. 1 would appreciate your filing the original Proof of Claim and returning a sll1mped copy to my office in the enclosed, stamped, self-addressed envelope. Also enclosed plCllSe find Check No. 8329 in the amount of$5.00 for filing fees. If you should have any questions in this regnrd or need additional infonnation, pi case do not hesitate to contact my office. Thank you for your assistance in this maller. Ralph A. Gcnnak Enclosures Ce: Mr. and Mrs. Chester L. Adams In ~'1 ." - 0.. 1""1 I 1;; ~~ :C - c.' {~ N - ~ <llcr: P .p a: . ~ '"JU " T)' ~:' .:: '.:: ~. .\,,' g ~, o..'!.(' 0:'- I!'I " - c- t'"\ I >.:: ~ ['oj p ,:,-1 :::. .. - ,...,.. ..-' ,.,', -..- PROOF OF CLAIM ORPHANS COURT DIVISION COURT OF COMMON PLEAS CUMBERLAND COUNTY NO. 21-96-00146 ESTATE OF CLAIRE E. MYERS Deceased Dale ofDcalh: 01/06/1996 .' ,'_.1 Ralph A, Gcrmak. Esq. P.O. Box 249 McAlislcrville. P A 17049 (717) 463-3686 . . . HAROLD E, POWELL, JR. . ^ TlOnNE'r AT l.AW HeRe3 ISTAR ROUTE!. Box~e MIFFLIN TOWN. PA 170~' '''''3e,8'80 April 4, 1996 William C. Vohs, Esquire 11 Ileat Ppmfret'Street Carlisle Pa. 17013 In Re: The Estate of Claire Elise Osborne ~Iyers aka Claire Elise Osborne Cumberland County. Pennsylvania. Dear Attorney Vohs: Please treat this letter as notice of a claim against the above referenced estate The claimants are Che~ L.Adams and He2en S.Adams, husband and wife, of RD04, Box ~~2, ~lifflintown, Pa. 17059. The amount of the claim is $55,700.00 plus interest at the rate of 6% per annum. The source of this claim is a Note dated April 24, 1990. I had previously sent a letter to Stephen R. Hyers notifying him of said claim but it was before the issuance of letters. If you need additional information , please advise. .. your RETURN ADDREBB,oomplatacl on tha rev"" alda? Very truly yours, ;7r5w/ ~/1- !" ^"" l" .. . s..en ~ ~ ~i til~nin~ ><1 ! ,~...... . . ~<; . ~ If PHr~ I -::-- t ~. f ... ... ~ I III \~ ;.. ~ It ; l;i ,,:,\ 1 ~~~!! i ~ - it i tiN g I ~ ?---.' ~ ~,... II. 9 f;Il' !l 5 : i i ,- ...... ~ !i,t j\ , ... '{....~ <: I \.l 'l; ~i' it- Q" II. I , 9 1 \- II : f (2 ! i Ii I s pi :"',ClClClF"t)~ 21 f ~ II i if f i I ~ i t ~ I f ;;\.' ~ i ~ ~J ~ i -< i lr~"{ l~ I Dr f'l ~ a ~ ~ I ~ o 0 i"~ 1 i f ~l~ g 4:. '" 'l::. . j' .1 i ~n '" J f !, ;x ." ~ lil ... ... :-I 0 I i s J J o (E" l? ~ III - n :D CD C 3 :D ~ CD '6 - boo 2Sb Thank you lor ualng Raturn Racalpl Service, 'U III f ~ 010 ~ """" UI'OOIf.. PlltAISO "'0' ~ _ Ole~~fll)t~~1t\:I :g '" N-=, AJ......o pe~ "jl.l...-o~_ "J~/il~ $ s&t~d I~ '.~I;' ~i : ,.." , . ,<te"oIlII- ".llll Ow COMMONWEAL Hi OF PErmSVL VANIA DEPARTMWT OF REVENUE DEPT 780601 HARRISBURG. PA 171780'm REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT prrrOf.lHf";Al.IllI"",lIIJ..~\l ""'(1 MP;'ll ;I,:,!:t.i !z w c w u w c MYERS, CLAIRE E. PA1( Of OfAIlllVI,4 r.r rl','- rl~a 11flll1ltt1VI,4O[JVU'! 01/06/1996 05/28/1962 llf APPlICAlJl[l !jl!fNI'JII.G ~,P()I.J~,( S 'j,\VI (l AS1 U~~, 1 A',n I,4IDDtr l!dIAl) MYERS. STEPHEN R. I!! "gill ull:" w~g :rll:.. u..m .. .. l&l1 Of9lOcll Return o 4 llfTllled ESL"I~ o 6 Oeccdenl 01N1 Tcsl.1!f' I'~"~(""'~\"'I 00 9 Lrt.gitbOn PrOCPI!dS R{'Cw'!'mj o 1 Supplemtmtal Return o 4a F ulure lnleresl CompromIse (d. rJ 0"1"" 11 , 1 all o 1 Decedent r,1alnlalned a llYlfl9 TruSllAut~c~, rJ Trw\!J o 10 SpousJIPo....er1yCfe(MI"...oI"'."tJttaMl\12llJ;1~1.1~~l OI'ICJ~U!olQlfl' FILE HUMBER 21 -96 00 1 46 ~.7"'7' --;j,~ - - =..-- ~OCiAL :iECtJRlh' 'j'J,-,O(H 1 8 4 - 5 8 - 0 301 TRIS RETURN MUST BE filED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITy tllJIJBER 03 Remainder Relum (GhcolOutllpollOlllHl1 o 5 Federal ESlate Tal Return Required _ 8 Total Number 01 Sale Deposit Bales o 11. ElectIOn total under Sec 9113(AlllllA'lScIlOI THIS SECTION MUST BE COMPLETEO, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED 0, NAME COMPLETE MAILING ADDRESS R. MARK THOMAS. ESQ. 101 S. MARKET STREET FIRM NAME pI Art-.. ,t.,,) ffi o z o .. III W II: II: o U TELEPHONE NUMBER 717.796.2100 MECHANICSBURG I Real ESlale lSch<dll~ AI III 7 Slocks and Bond. ISchC<1ule BI 121 3 Closely Held Corpol3hon Pal1nershlp or SOle.PrOpnclo~hlp l31 4 Mor\gages&NolesRe<:e..b~IScI1elluIeDI 141 z o S E 11. <t U W It 5 Cash. Bank OePO!.I:S & Miscellaneous PCrMlnal Property IScI1edu1eE1 15) 6 JOintly Owned Propel1y ISc.h~ule Fl 16) o Separate Billing Requested 7 Intcr.Vrvos Translllrs & r.llsooll.lncous tlollProbalc Property (7) ISchellule G or LI 8 Total GIOII Allels lIotallmes 1.7) 9 Funeral ErpensC!o & Adnllntstratlve Costs (SchPdule HI 191 10 OeblsolOcccdenl MortgagcllJblhles & llCns(SChedule II 110) 11 Tol.1 D.ductlonl IIOlitl lInes 9 & 10, 12 Net Value 01 Eltal. (line 8 mlnusllllC 111 13 Chanlablo and Gnvernnlcnlal Bequests'See 9113 TruSlslor I'l'hlCh 11n elecl<!n 10 tal has not been made ISchellule JI 14. N.t Value Subjecl to T.I1LlOc 12 mInus line 13f SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z c S ::l 11. ::E o u ~ 1!> Amount olllOe 14 t.lIable allhc spouSitlt3l ralc. or trans'c~ under ficc 9116litll111 82,936.60 82,936.60 16 Amount ollme 14 t"lithle at lineal tale 17 Amount of line 1.4 titlitbw! alslbllng rale 18 Amount 01 line 14 litlable at col13lcral rate 19 bIOU' 20 0 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < x !L..- {151 X ,045 1161 X 12 {171 X 15 1161 1191 PA 17055 90.000,00 OFFICIAL USE ONLY 241 ,000,00 Ie} 331.000.00 99,634.79 65,492.00 (II) (121 (131 165,126.79 165.873.21 {141 165,873.21 3.732,15 3,732.15 I , . Decedent'8 Com 18te Addre8s: ~IR[[I AOORESS . . 62 Circle Place (JIY Carn Hill SlAtE PA l,P 17011 TalC Payments and Credits: 1 Ta. Duo (Page lUne 19) 2 Cred,lsJPaymenls A. Spousal Poverty Cre<t.I 8 Prio! Paymenls C. Dlscounl (1) 3732.15 Tolal Cred,ls (A - 8 - C) (2) 3. InleresVPenally " appl,cable o mlerest E Penally 5 TolallnleresVPenally ( 0 - E ) (3) IIUne 2 is grealerlhan Une 1 -lIRe 3. enler Ihedlllerence Th,s is Ihe OVERPAYMENT. Check box on Page 1 Line 20 to request. refund (4) II line 1 -Une 3 is grealer Ihan Une 2, enler Ihe dlllerence This 's Ihe TAX DUE, (5) A Enler Ihe inleresl on Ihe la. due (5A) 8. Enler Ihe 10lal olUne 5 - 5A. This 's Ihe BALANCE DUE, (58) 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 Iransler and Yes No a. relain Ihe use or income 01 Ihe prope~y transferred; ..,....,............,..............,................,........,............' 0 00 b relaln Ihe righllodesignale who shall use Ihe prope~y Iransterred or ilS income; ..........,...................,......... 0 00 c retain a reversionary inlerest or ...................................................................................................... 0 00 d. receivelhe promise for hie of ellher paymenls. benel,ls or care? ..........,....,..........,..........,..................,.... 0 00 2. II dealh occurred alier December 12, 1982, d,d decedenllranslC! prope~y wllhin one year ofdealh wilhoul receiving adequate consideratIon?,..... ..... ..... ......... ...... .... ................. ........... ............... ..... .... ........ 0 [X] 3. D,d decedenl own an ',n Irusl for" or payable upon dealh bank accounl or secunly al his or her dealh? ......,..,......' 0 00 4. D,d decedenl own an IndiVidual Relllemenl Account, annUlly, or olher non.probale prope~y which conlains a benellciary desi9nalion? .."....,....,..,......'..'".."....,..,......,............................,........,........,........ 0 00 3732.15 4 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE r. AND FILE IT AS PART OF THE RETURN, lbelllf,IIIStrve.wrettandtQtTllltle lJnderpen.1he$oI~.Ill!darelhallhaveel~It\lS'el~_If'ICII.d'"9~J'"95Chedultsa'ldl~ts,~..... ~al.on 01 prepa'et' othot '* Ihe rersM~ ttPC$ffttatlyt II based on a/llnlormatql oI-.t11Ch preparer hJlf - . SIGNATURE RE P I FOR FILING RETURN ~ \OS. ()O ~ ,~~?1\\f;- \).l~ ' ;:;;:-- ;I; DA~ 6' 5'" tJ.'i' 62 Circle Plac Carn Hill SIGNATURE OF P R TATIVE PA 17011 ~/~~i~ ADDRESS 10 S, Market Street Mechanicsburg PA 17055 For dales ot dealh on or aller Jllly " 1994 and belore Janualy 1 1995.lhe la. rale ,mposed on Ihe nel value 01 translers to or for Ihe use oflhe surviving spouse is 3% 172 PS ~91 16 (a)(! 1}(1)} For dales of dealh on or aller January I, 1995, Ihe la. rale ,mposed on Ihe nel value 01 Iranslers 10 or for Ihe use of Ihe surviving spouse's 0% 172 P.S. ~9116 (al (1.1) (ii}J, The slalule does nol e.emol a Iransler to a survIVln9 spouse from la., and Ihe slalulory requiremenls for disclosure of asselS and fil,ng a lax relurn are slill applicable even if Ihe surviving spouse is Ihe only benefiCiary For dales of death on or aller July 1, 2000 The la. rale imposed on Ihe nel value of IranslC!s from a deceased child twenly-one years 01 age or ycungC! at death 10 or tor Ihe use of a nalural paren\. an adophve parenl, or a slepparenl ollhechild is 0% 172 P.S ~9116(a)(1 2}J Theta. rale imposed on Ihe nel value 01 Iranslers 10 or tor Ihe use 01 thedecedenl's I,neal beneficiaries is 45%, e.cepl as nOled in 72 PS ~9116(1.2) 172 P.S. ~9116(al(l}J. The la. rale imposed on Ihe nel value of Iranslers 10 or for Ihe used Ihedecedenl's siblings 's 12% 172 P.S. ~9116(al(l.3}J. A Sibling is defined, under Section 9102, as an 'nd.v.dual who has alleasl one parent in common w,lh Ihe decedenl, whelher by blood or adopllon . ...,"",.,.,". COUMCltM'f.'L lH or Il(N"SYLIJAfM INI~R1lANC( UXR[lURN R I NT CfOfIn SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MYERS CLAIRI= E FILE NUMBER 21 QA 00146 Debts or dKedenl mUlt be reported on Schedule!. :rEM NUMBER A DESCRIPTION AMOUNT 1 2. FUNERAL EXPENSES Beaver.Urich Funeral Home Foster Monuments 7,102,00 1,418,00 B ADMINISTRATIVE COSTS 1. Personal Represenlalive's CommiSSions N.me 01 Person.1 RepreSenlal.e,sl N/A Sooal secunly Numbe~.) I EIN Number 01 Personal RepresenlatJve,'1 slreet Addrell Coty Slate Zip Yea~.) Comm;,son Paid 2 Anomer Fees R. Mark Thomas, Esq, 2.500.00 3. Famoty E.empbOn (II decedenr. add'ess ~ not !he same e. dalmanr.. alt.1ch e.pIanation) 3.500.00 Claimanl Stephen R. Mvers 51'eel Add'es. 62 Circle Place Coty Camp Hill slale PA ZiP 17011 Relatoonsll'P of Clalmanf to Decedenf Spouse 4. Probale Fees 325,00 5 Accountanrs Fees 6 Tal Relum Preparefs Fees 7. Litigation Counsel Fees (10% of $622,166.66) 62.216.66 6. Litigation Costs (10% of $25,731 .34) 2.573,13 TOTAL (Also enter on line 9. Recapilulatlon) S III more space IS needed. Insen addlllonal sheets of Ihe .ame "ze) 99634,79 lSenber- ~ricq ~ ulternI ~Utl1e 305 W. FRONT ST. . BOX 287 LEWIS BERRY. PA 17339 PHONE 717,938-8172 STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED 0",... .re only for thooe II."" th.tlr. um If.... .r. rrqulml by I.w to UK .ny II."", .... will upl.ln In wrlllnl below, If you ..Iec.od. fun<r.1 which requlml.mh.1mlna. ,uch.,. fun...1 wllh vl<wlna. you m.y h.v. IU p.y for .mb.lmll.. You do not h.veto ply for cmhalm1n, you di .no Dve If you IClccled...r~.nanncntlluch I" dircct eremllhln or Immtdlltc burl.1. If we charaed (or embolmlna, .... will ..pl n why low, >:. "'1 For tho Service 01 .. c., I I' -1",' <, D.t. of On.h' / - {;' Q ( , - , f.' .',>" ~ ,.'c..o ~..I $- $- $- SUB-TOTAL OF SPECIAL CHARGES ....,..,C$_ D. CASH ADVANCED OpenlnlG"ve ..................,.. $ -:tOo. 00 C.m.,ery Equlpm.n. ..........'..,.. $ --4:S' 00 LollndDeod...."......,.......... $_ Ncwsplper Notlc...Loc.oI "",."",.. $_ Ncwsp.p<1 Notlccs-OU....,Town...,... $_ Telephon.&.Tdesr''''' ........,...., $_ Alrf... ..............,..........,.. $_ CI.rly/M.uOfferlnl..............., $_ P.llbe..ers ................,........ $_ CcrtlfiodCoplesof.h.o.llhCcrtlRCI.e. $~' 00 :.--- l'oliccEscort...... .... ......... ..... $_ ._---. Rowen..................,......... $~OO V.uhSnvlc.Ch.... """""",." ,$~ f_ $- $- $- $- $- SUB-TOTAL OF ADVANCES .."""...... ..D$_ SUMMARY OFCHAROES A, Prof",lon.t S.rvices, F.cilitles .nd Equlpmen.,.ndAu.omodveEqulpmcn..., $ ::'5'/7 8, Merth.ndile '....................,.... $..!J..1..fO C, Specl.ICh....."""""".""....... $~/i:--' D, C..hAdvances....,.................., $---=-- TOTAL OF ALLSELECl10NS .",'.',,'. ''-7' -I ~ PAID AT TIME OF OR PRIOR TO ARRANGEMENTS,........ ....,... ........,:.$_ BALANCE DUE ....,..,.............,....,.. $_ REAS()~r,9.R,~.~tBA~~f~r-y'. ;,..J,' l( any l,wl cemetery. or trem.tory requlrcmenu hive rrqulmJ the purchase ur any~o( the hems listed alx.we the taw or requirement Is c:xpl.lncd ~Iow, \ .. ) / ,... \ ,"n-.!". I (",{"tf~ , . I I I htrt'by 'arte thltl hlV~ (..mined the .ho~ JiliN hems and (ound them 10 he (ornet Ill<! accoroinlllo the .rr.naemcntl requesced .nd I her.by ocknowlodl" receipt 01. c"t"l oIlhll mcmollndum and 'Il'CCmenl, I hereby rcpresen. .h.. 1 hIVe lufficlen. .....,I...lly available for . plymcnt of the cull price .nd herttly Ilfre .nd coveNnt J~ndy and Iever.lI., to ml~(, payment or S . within dayta A Ill. ch.... of pcr mon.h .moun.lna to per yell II .ppliod '0 .h. unpaid h.l.nc. bcsinnlna day. from .he d1te of this Il'mnc:nt. Any ,dditlonallefviccs or mef(:hanwK urdna.l or requetted .rl~ the dste of lids IlI'rtmcnl wdl hc coruldcttd Pi" of .hl. .Il'......n. .nd Ihe c""thereel will be "Rotlod on Ihe finol..."melll, . (Seal) A~ ". (rwchlled (Sca>>"'" /;;" ~ ~ /1-j~."<!A./ , , Jl'I1reh..erl a..... ... N.me A. CHARGE FOR SEI\VlCES SELECTEOI I. PROFESSIONAL SERVICES ServlmofFunero!Direclor/S.aIl' ...... $_ Embalmlna........,....,..,..,...., $_ Other prepalltlon 01 body ,..........,......................$- 1 SUB-TOTAL OF PROFESSIONAL SERVICES ..AI $_ I 2. FACIUllES AND EQUIPMENT I U.. of fodll.les for vlewlna I (V1~...lon/W.ke)"..........,...., $- : U.. of f.cllltles for funero! ceremony .... $_ U.. of .dmlnlm.tlv. .".... reception .reu and arungemcnt rooms. . . . . , . .. $_ U..ofl'repar.lIonroom"",.,....'" $_ Other we of facilities 1 SUB:rorAi.'Oi:'FAcii.iTiES/EQuij,MEk ",A2 $- 3. AUTOMOTIVE EQUIPMENT Vehicle '0 trans/er remllno to Funer.1 Hom., \\;. Loco!....,..,................,...., $_ ,~ ~ca:.,(~~.~,~~~............,.. $_ tt ~r~:..,..,..,....,..,........, $- " LoClI..,............,.............. $_ "'.Rower Cll or Roro! dllpo.hlon Loco!,......,...............,...... $_ Lnd Clf/clerav cor Loc.I............,..",.""""". $_ Car for plllbeJrers Loc.I......""".....",..,."". , Out c:l town transportation ..,........ $- $_ $_ $- SUB-TOTAL OF AUTOMOTIVE EQUIPMENT A 1$_ TOTAL OF PROFESSIONAL SERVICES, FACIUTIES AND AUTOMOTIVE $, .~ oJ') 'I EQUIPMENT..,..,..............,..........,A ~ B. CHARGE FOR ~RCHANDlSE SELECTEOt Caskcl ....,(~:..:...,..i'/,~......, $~O""-~ lOesalptlon) _ . " (I ' LIi- '''''' cl::l f '-' Oth.r Recept.c1e.................... $_ lOesalptlon) Otller bull.1 conlllner '..,...,.... (1., . , (Dcsalpllonl .t -f, u . e;..u $~/~ ~':Ii~. 0 $_ $_ $- $_ $_ Acknowlodl"men. ellds , , , , , , , . , . , . , , Rcatllerbook(l) .."..,.. ....,......, M.moryfoldm ..:...............,.. I'r.yerca.ds ........,..,...."...... Tnnpoflry lP'.vem.rkrr.............. Durl.lclothlna,..""""""""" , .' CI.y State Other c1o.hlnl $ $- Crm.tlon urn.....,.....,.,........ $_ (Dcsalptlon) $- $- $- TOTAL MERCHANDISE SELECrED. . . . , , , ,,8 $_ C. SPECIAL CHARGES. Forwarding of remains to OTHER $- (Funer.t Home) R<cclvl"8 of r.m.IN from $- (Funer.1 Homel Immcdi... Durl.1 .. .. .. , .. .. .. , .. .. .. DirectCrmatlon .....,.."........, or . ." " (Do.e) .... ," I';~',. . . ~~. '. ... - (Uccmcd Furie,,1 Dlrec.or) .'tUTI. F__" Dm"... YlLlOW. FvMII Dtt-,,,. IlHK,C- '. ., .'1 , . .-, ., /v r/ ' I.. , C;' ANNUAL' . PERCENTAGE. RATE ~=.~u Amovt;',iinoncod 1"".,\.t;j.,lolaedII"O_ 10"",.. on """bohall. 8ocurlly: You III g1w.g a MMiIy In",..t In.... goodl .. pn>pIfty boIng purtt\aJad, " -' "i. ....J 'l', ...... .. ~i . t ., lalICllarvo:"_I~_lf""0dOYllala,you_lbolNrgad5%0I""_l.butm_I,,"I$500 .A...; I (t.?{.,:." ~l ,..,..J~: 'Prlpa"""nl: lyoupayohll1y,,,,,,"'nol,,,,..lopayapona/ly. ~'f J ,I.' 'r, " "Jl..yf.:.....t Boa.... _bolow lor InJ 1Iddllionollnlocmallon obo\A "",...,,,*,l dolaoJl, InJ __ad ropoymonlln fUl bobl f.. clal., rttunil am pINlIl... ' FINANCE cHARGE The do....",oll'llha aedl ....~ 0---' 'lCo . ./ j)/)() v... PIpl8nl Sdladl/...tl 1>0: . No,oIP. AInountolrll"'!l"IJ .' . .A.C' ~c..'J-I.. ../. \WoInroy,,*,~A..()JI IolonlNy,boglMro -- Toto' 01 Poymants lho """""I",,,... 110.1 ""Ida"" "'" 114.. macla.. ochoduIod poymonll. .. I / /] /)/1 ..- l../t./V ,10 In 11110 Conklct : ;':.." FOller Monumenll, 702 Wesl Fourth Slreel, Lewlslown, PA 17044 I (7171 248.5322 f. NIIme RUllnsa Add,... ' I P /VII ~':';:;'~I),~t.p/w.' 4/4ft.J {e>/}. Vt..cA. /.'1:""(' Ch'l'}IJ4i,') y Neme(I)L Addle... If Ihlll9ls mOl1llhon onO lluYar, aoch,.1 you wll ba obllgolod, IOparstoly and tooof,Of, lor aU su",s due us and 1110 pIrlormancf 01 oIl1QO_1o IS p<ovldod In thll Con~acl1ho IormslhoWn In Iha 'be... aro pOll 01 fli. Con~acI. U~o Ionn. ollhl. Controc~ you hovo ogroad 10 purd1aso Iha lollowlng p<<>porly and Its a,lro aqulpmon~ which Is Iha'Goodo'InIl1I1Con~:icI. ~ '!> WE REQUEST THAT YOU PROVIDE THE FOLLOWING MARKER ~+ Design D- /0 75" P,k:o / "// J :.-:: Y Die 'l.' / X . V / I Q' Base J . I . . . Slzv' ~ tJ. Go ^ . 0 Slza;' . t. I. 0 17' ~ ~ AND SET IT ON OUR LOT IN ( 0. .. .. /~W{ ~(;':;;r7::v, o' ) ,~~ II ~ InacripUon 10 be "' 101l0wl: .1 ~. Tolal Sala Price 1ha Iotal COIloI""" pun:hua onaadllnd~YCUrdoon-. _10I'~ , //,,/''':' Th. Conlroclls be'-n Sellar ond Buyer. AI dsdosltrea haw been moda by Seller, Phono I. ~/-o &,;2. I "omllOtion 01 Amoult FNnoad Cuh Price $ / ;// (f I ' - U.(I'ld Dob"", S I " M Y f.. f\ 5 ^"","/.I FIo;ctdA ()' ~. o l:;tJl\fVE.) C/..ult'( tHE I'll rtlC f/IT/tt ~ s (/ V J i'\ fA/.It:I-';/ ." 'rJ/:' r: AI Ro t:.r ~fH r.. t t"" 1st. -.) T J.: I h,. (V -.. r:" t. . MARKER WILL HOT BEcollE PART MAY" 0' jut.1- ~'II'('Io"I'II>~L Of-c., If. ~11'f.'J 1, OF THE PERMANENT LOT UNTIL ,. I '" a 1 7 ' ... PAID IN FULL AND CAN BE ;r It N - ,,, I / 99 (, p 1i1.&J: q -1/ REMOYED FOR NONPAYllENT, , BUT yOU WILL snLL BE LIABLE NO MARKER WILL BE SET UNTIL HALF PAID FOR FOR PAVlIENT. r1lU.daU... Cod ," /" -- ....- s Down r'ym.n' /-1/ f - 'N.t.~...,~ . , PAVlIENT SCHEDULE: You &gloa 10 pay U. f18 To~ll Sale PrlcG for Iha Goods by making f>o Tala/ Downpoymenl and paytng .. Iha Total 01 Payments In Ihe number II1d amounl of monll1ly poymanls Ihown In Iha Poymenl Sctoodtlo. Payments Dnl We on '" 001..0 110..". day 0' ooch monll1 II Ihe IIrIt payment dais, Poymanla mUll 00 mado allha offtco QI PREPATIIEHT: Vou may 1"0"" Iha TotII 01 roymonIJ, In fUl .. In IJIl1 w;1houI ponoIlr .. 1"_ . you 1"_ In fUl. what. In colh .. br rormlVldng, .. II ... ...."'.Ia tho malurlly 0I1hI1 Conhcl bocauM 01 ""', dol....I, IOU will ,ocol.. a flF\rd c:rtclt of I,NlfNd FInInce Chlrgt. th..mount 01 flI rel\.nd credit w. elrn II clolorminad by U1Iro Iha ocbJaololmalhod. How..... you wi' nol racal.. a..1\lnd 111111 Itlllhan '1.00.. ......10 In Oil allooo a mlnlC!Ull Flnan~ Chllgo olio.. _ 1.70 a ""'"" kit a 11111 8 rnonlhl. UTE CHAROU: You ..... 10 pay UI a ling'" 1010 <I>..go d 5% 011nJ mr"*" _11han 10dOYllo'o, butmmclfIlhan $6.00.....10.. hln 1100. SEcunrn AOREEIIENT: To loa.. Iha paymonl 01 .. ouml <l.Ja lrd Iha perl......... 01 .. fI<IUl<ad cbIIo.tionl U>dIt .i. Conted. "'" ""'eby ll'",t UI . 'IGIrity Intort.tln'" Goods, I" .. parl'lcaI~d ...Mlllons,anached to 'II Good'_1 any I..... time, Md In IIff proceods 01 flo Good., Indudlng InsUfIla Pfoc:Hds. If . lOOJtUy 8gfHmonl Dr mortgagt to....ring OlMr prop.wfy you own now .slall between ~ou snd UI, WI walvelh. right to tJII11ha1 ofl" property II lIarlty Jot ttpeymlf\1 of IhI.ConkllCl. YouadU1ow4odga our r\lhl 01 Ml<>Wlnllf/ .IIO..~wI1IcI1lo InllUf pou.nlonalM"f lme. NO WARRANlIES: TIlE'" ARE NO WAnRAN11ES, EITHER EXPRUSEO OR lIIPlIEO, INCUJOINO THE WARRAKTIES OF IIERCHANTAelLITT OR FI1NESS FOR A PARTICUUR PURPOSE, OIVEN IV eElLER III CONNECllOII WrlH TIlE &ALE OF THE GOOOS AND SERVICES COVERED OY THIS ComRACT, UNLESS TOU HAYI lEEN OIYEH A SEPARAIE wnmEH WAnRAHlY, AOOlllOllAl TERIIS AHO COHOrlIOllS: nlls COHlRACT OONIINUl:S.OH lIl( n[vrn~[ SIOC. YOU AI1E OllI.lOAlEO TO ALL M TERMS OF TIIS COll1l1ACr W1llClI APl'EA" ON mE F1IOIIr j\N() IlEVERSE !lIlES, NOTICE TO BUYER: (1) DO NOT SIGN THIS AGREEMENT BEFORE YOU READ IT OR IF IT CONTAINS ANY BLANK SPACE. (2) yOU ARE ENTITLED TO A COMPLETELY FILLED IN COpy OF THIS AGREEMENT, (3) UNDER THE LAW yOU HAVE THE RIGHT 'IO'PA" OFF IN ADVANCE IHE FULL AMOUNT DUE AND UNDER CERTAIN CONDITIONS TO OBTAIN A PARTIAL REFUND OFTHE FINANCE CHARGE, (4) NOTICE: "YOU THE BUYER, MAY CANCEL THIS TRANSACTION AT ANYTIME PRIOR TO MIDNIGHT OF THE THIRD BUSINESS DAY AFTER THE DATE OF THIS TRANSACTiON, SEE THE ATTACHED NOTICE OF CANCELLATION FORM FOR AN EXPLANATION OF THIS RIGHT." By 11gn~'ll boIow wa agr.. b ...1 f18 Goodalo you uodor Iha bnnl 01 f,ls Con~acI. "::} ~. JJ I --;:t- . SELLER ,/O.l..l...\_///{/'/~fJI '0""'\:.:'- (SEAL) RY:...._ ' l:'Ja....(/~1 ~")~ ~ / - (SEAL) VOU ACKNOWLEDGE RECEIVING A COMPLETED COPY Of THI8 CONTRACT AND IN lEND TO DE LEOALL Y BOUND BY ITS TImMS, NO 11/1 L BE SI!!.UN L ALF PAID fOR. DUYEn (/ NOTler: 5EE II(VEnSE SIDE FOR IMPORTANT INFonMATION, BUYER (SEAl) (SEAl) , , " .. I do b",b," r"riA rb.r rb, p"ri.. ,,,id,.,, ..d rompl", po" offir, .dd".. oflb,.'ilhi.n.m,dR'..'" i, 62 Cir,le Place, Cant> lIill, Pa. 17011. January '9, /990. -~'Yi~(~/~ltsq. Grantee A"o,n,y fo, I I :>c ~ ~~ E-t . m . ~ . 0 ~ I I!;l !:i ~ II . ~ rx: !ffim ~ ~ .0 . .~ ~ ~I . 0 ~. J, ~ i~: ~ ~~ COMMONI1'EAL7'Il OF PENNSI'LI'AN/A I'" Co"nryof IIECORVEV o. Ibi, d.y of _ A. V. /9_, in Ib, R,ro,d,,', olfir, .f,b".id Co"n'y, i./I"d noo1 /'.1, ,P.R' ___' Giv,n "nd" m)' bo.d o.d ,b, ...1 ofrb, ..id afflict. ,b, do', .110." ""i",n, -----.--, R,r.,d". . . T.., lZ34~e/e::'iJ 03/06/04 04,:Zpm F. OCz. . . STEPHEN R. MYERS, as the Administrator of the EST ATE OF CLAIRE E. MYERS, DECEASED, and STEPHEN R. MYERS, Indh'ldually and in his own right, Plaintiff COURT OF COMMON PLEAS DAUPHIN COUNTY, PENNSYLVANIA No. 5343 S 1997 vs. N ...... .r... .1.:- . ' '.,. r_ ". N C';J JOHN BOTTI, M.D., MATTHEW DAVIES, M.D., CAROL COULSON, M.D., THE MILTON: S. HERSHEY MEDICAL CENTER, PENNSYLVANIA STATE UNIVERSITY, Defendants "1:-. p.:-" ,....-. ~ .: .:" ) '......-., . c"'-; .-1 ". JURY TRIAL DEMANDED 91!J1ER AND NOW THIS J21... day of July, 2004, upon consideration of the Petition for Approval of Wrongful Death and Survival Settlements, it is hereby ordered that the Petitioner is authorized to enter into a settlclllent in the gross sum ofTwo Million Four Hundred Thousand Dollars ($2,400,000). Petitioner is authorized to sign the attached Release. tile terms of which are incorporated by reference Into this Order, and to mark this matter settled, discontinued and ended as to the Defendants. Petitioner is also authorized 10 mark as settled, discontinued and ended the prior action in this matter, docketed to numbcr 5124.5.1997, Dauphin County, as to all Defendants therein. The settlement proceeds shall be distributed as follows: A. From the initial pa}ment of$I,400,000.00 payable upon execution of the Release: TO: Costopoulos, Foster & Fields, and Catherine M. Mahady-Smith, attomeys at law, $422,166.66 for counsel fees; r:~ -.. ... }J i ;~~...n l."ro-, . -in ,. ., t';:j~:J '~;l:n.< .. ,....."1 :', ;., a .. U1 . CJ ./ T.st lZ?4r:6:"~;O 03,'0';,'04 04,3'Z!:", F. ('04 B. From the final MCARE pa)'I\1ent of $1,000.000,00 payable on December 31, 2004: TO: Costopoulos, Foster & Fields and Catherine M. Mahady-Smith, attorneys at law, $400,000.00 for counsel fees; The balance of the final MCARE payment (representing the balance of Samuel Myers' share of the Wrongful Death proceeds) shaH be utilized by the MCARE Fund to purchase a structured settlement in favor of Samuel Myers, as set forth in the attached Release, which is incorporated herein by reference. The distribution of the proceeds us sel forth herein has been calculated by the apportionment of the claims arising from the death of Claire E. r...lyers as 10% arising from the Survival Action claim and 90% arising from the Wrongful Death claim. Counsel shaH provide to the Court, within ten (10) days from the receipt of the initial payment of $1,400,000.00, proof of the deposit of $39,546.64 for the benefit of Samuel Myers as set forth above. BY HIE COURT: ~1J(t~ J. 1/1" f,-> ,', .., "",n ~ ~'~.h t. i) do"~ ,t.vJ,aI .. ...., . : _.... '-'.. ..... ...~.. ..~, I f'~' ,.-v" :'. ., . ..._,-,...... , , 'to i . ..,..j' '.....J: '),:,' ;L~:'. t,' 111 J i' " IWli ~ ..,.,...., :l" 1:1,1;1...tit.. I,un..';" 1'<.oj'J(11 '111 orlglllel ::...~72&:L (: ')'\7/':'::':\.1 Prllll1unOiJIY -'---- ~~~i~":;~""'-"';""4,.,.",<,.~,....",.:.,.:,..,.,.,....__l_"..,,,,,,,,,,"~---:~'+' ", T..t L:,='H:b.~~U 1..1:;.4. ~e,'\J4 04, :?LJ:lrr, p. 005 DISTRIBUTION SHEET STEPHEN MYERS. INDIVIDUALLr AND AS A1JMINISTRATOR OF THE ESTATE QF CLARE MYERS v. HERSHEY MEDICAL CENTER REMAINING FUNDS IN 10LTA ACCOUNT AMOUNT OF ERC CHECK AMOUNT FOR CURRENT DlSTIUBUTION $ 10,430.98 $8110.000.00 $810,430.98 CATHERINEMAHADY.SMITII. P.C. EXPENSES - 13.988.97 $796,442.01 - 11.742.37 $784,699.64 -642.475.00 $142,224.64 COSTOPOLOUS, FOSTER & FIELDS EA1'ENSES STEVE MYERS'S WRONGFUL DEATH PROCEEDS SUR VIV AL ACTION PROCEEDS: TO: Stephen Myers, Administralor of the . Estate of Clare E. Myers (Stcphcn Mycrs' Sharc) - 79.909.83 $ 62,314.81 . 62.31Hl -0- (Samuel Myers' Share) BALANCE On this 24th day of August, 2004, I acknowlcdge and agree that ( have received a copy of this Distribution Sheet, rcviewed its contents and agree with it. I understand that if there Bre any outstanding bill, including medical bills. or if any third pat1y has a right to ~!.' ,. ;;;;. ~; subrogation, I understand thai ( am resJlonsible for those obligations. I have again been advised by illY attorneys 10 consult with an accountant or tax attorney regarding thc lax consequences of the proceeds, including Pcnnsylvania Inheritance Tax. I understand that a Pennsylvania Inheritance Tax Retum needs to bc . ..... .. T..t ~~jjpl~"',~4.)-" .- lZ:4s~";'"e90 03,'09:04 041=,~m F. 00':'" _w__._ __ ."-'~J~I '_'_. ,...... __- CATHERINE M MAHADV:SMITHPC"' 020/-' IOLTA ACCOUNT "--" .. J115 II F~OIlT ST H^~~ISBU~Q. PA 17110 -.... -.. . ":l _.~ 1023 U' ., 1\'11"", I I' ! Dolte '?-.).'I-c<l- . '1 Pay to the /.... )11 ;) J I (,', ! Order ofdlt'Bll1 .1.)"')11)1// fvt" Uir:UC7''f 1;.:J-...J..:f.~llJl :Ii /'11 ~';),'i,r..'f j tf\ " '.J U - .,' ,,",,'~<I ' 1l.:-ll.'''I<.<.J.,...Q <tn.L~ "1l.ui~", -d,.Ll.\o:t..:Hu..~,:...L'Th.:..:..i-: 7....., 1''''DolI.m 6l::--::::; I 1 ; ~ , Commerce _Sanfe ,1,".rl(.1"lolo" COI'I\.I'II.rtl'''".. .., j ','oo.~($,~OO3 For ./t,:;U 121./,..... ~ .!b.- - ..5<-t-\..I..~~ "-~.')1 . ;?:,n<.. ':aH30~al;bl: ~:d b2bl,53 ; . , , I 'h " 1(1/ "..1 iei,~~p.. ;) )L.,L1-~"'~ 1,11' ~O 23 .t\tot.__.. -~~'"'JII .,.............trol\'A...1L - ~.____~..c.=RI~~~.....r_u.w.r'J.U....Im~~u..~__~<4 } . ~ CATHERINE M MAHADY.SMITH PC 0204 ~ ; 1 IOLTA ACCOUNT 1022 1 . ~ 311511 FRor'T ST Dnt~.J.:':l. <,I --Cl'f' <0'1""'1' .J tlAnRISBU~Q, PA 11110 . JI 1 3 PIli'tr.lthp., ..u.".... ),.. /.~." "'.,-"-./-0 ")'. ~ OrderQf~"1"'""""'''' "."J.!.I..'I I :5 ...~... ~ ,J'~ -L./L...w.;;L .f. T/!'o~..JI L:'" Ii........:"'.. J..w..J..,.1.:,....... """;:Dol1:m Q::"- 1 Commerc~ . I / --'-l _Ban/< MII,ea', o\I'osl CDrtv'/'I/tl'lr B'n~' 1.. -., ,...oo.tU..OOJ ..... I 'J ~ ~ ~ Forll',.,.,r"1k..!~ e1...~r.'"J_ dtr,(t.J,r.(~'h.]:h!..""'.!/_.~..: _~ ; ~ t:OH:lOHil,b': S3 \;2b1,S3 1.,11' ~ou , );.1."""'7 _ _"....~. ~ !. .-Hi~'<:, ]" ~ ~ "x. ~-o....,,'t'"'''.lf~ 11:___ -. _~_ .._~r ____.K.n:_l .....,.,. ~...--.....,.,-.---. r 'I b~~~ ~fe CO'~f"uJc~ b;..._,,- q. held < I :5 II 7"'; '1 - . ; f" ' .1 i d 7' . c;.. --..~.; AI~~~__7,., " I. ~ ,;. L ~"".A\.iHf...:..,.,...Gu-~~ ,.t.!.-I /lliJ Dollars i / / I COmmerC8 i !Ban/c .Im.."e."., 'ofoel("f1~'/'IIt"'Ral'l." ! ,.4QO.tES.1QOJ i FIJ r! "'...J~~ ~~""'-UJ .. ,:;~fr'rrl;:1\1;j't'~'{'''r/b~ 5:1 1,11' \020 ,I , r CATHERINE M MAHADY.SMITH PC IOLTA ACCOU~IT 3115 II FRONT q r HARRIS6UnO. PA 17110 0204 i020 [\llte 8,:; ~; ()"f '.O.!H'~IJ ,. ,37 s ;.:"":;: /? - I~ ;;, ~/ .,- , I ~. . /'.- .. .))1' .?_ .......,...J;;:=-:;;.... 1("....._" . _.-...------~------ 1~~!C'cr~~~m=:t~.:n=P...~....~......~o -a.....-..._..... ..._.....0.....__.. ... r--X'~--~---......--t~. 'J' CATHERltlE M MAHAD'(.SMITH PC IOLTA ACCOUNT 1 J1 " ,. FROt4T ST HM~RISBUFl.l'. PA l111t) ~ 0204 1021 Date.L.d(/-Ol,i' ~O'IW~I: .11 , P~l"O the ,1 '.Lf] -J""l" IL / l./L -/_ iJ. (!., . J 5 /.. .; cr. .:/- Order')t'..l..L .LJ:.."'./__:. ~ t....._~;..1 ."""-....~ - '. .' .:, ,C-"=. / ~ J ... ~ " .--. '-'....,' j . i': "t Ij,'" .'.' I r:.. '''1 u. Dnllnrs" :~.;:. ~t -' ~ ~.,.., . t;t! . L(:'$.~ f '-'-4, L.-c..,.L.'1(" I ,~ -. v_ 'J ' Commerce Banff ,1,ll'fl~n""e:I"=')I'lI"r1I'/'IIS'n"" ...4 14..,..:,tf::?~'! ',., ,~. f"RQI:l : FAX NO. :7174632578 Nov. 05 2004 03:22P~1 P3 RELEASE FOR the sole consideration of Sixty-five thousand four hundred ninet)'-two ($65,492.00) dollars, the receipt and sufficiency whereof 15 hereb)' acknowledged, the undersigned, In his own right and on behalf of thc Estate of Hclen S. Adams, hereby releases and forever discharges the Estate of Claire E. Mycrs, Stephen Myers. both as Adminislrator of the Estate of Claire E, Myers and in his individual capacity, and all other persons liable, or who might be claimed to be liable, none of whom admit liability to the undersigned, from any and all claims, demands, damages, actions, causes of nctions or suits of any kind or nature whatsoever, and particularly with regard to certain Articles of Agreement dated April 24. 1990, by and between Claire E. Myers, deceased, and the undersigned along with Helen S. Adams, deceased. , The undersigned her.eby declares That the terms of this settlement have been completely read and are fully und.mtood and voluntarily accepted for the purpose of making a full WId final compromise, adjustment WId settlemcnt of W1Y and all claims disputed or otherwise, on account of the said Articles of Agreement above-mentioned, and for the express purpose of precluding forcver any further or additional claims arising oUI of the aforesaid Articles of Agreement. .3rd IN . WITNESS WHEREOF, Chel L. Adams has sel his hand and seal this day of November, 2004, in the presence of: -.....-.. " r~ /t?~ Chet L. Adams ~~ ~ ... .. .\ D , , i I /, I" j ~ r:.: f; ! o~'~ ijlf 0" 0 .. -, u . U)" n. l~r\d ~ i ~ \.-} ..~;s ~ ~ .-~= ~QJ'lNn ('j r~ .{ .. DC) ~ .' ,. . .. . i 1 . , I I I , : .~ , i I , I I 1 I J wla :>~ M !~ ! u.,Q ::- 0> " z~ ~ ~ =: 2 CJ" teoo~ ( <(::::)CDCD tG.crl'l'" .. WloiI .r;: : C.~ac :: <(:>>w< ... D.CGC% ~ ~'. ..' ~...-"--- -,.....--- -~- Ul en :I: ~ o 0 ~ 1= a1 !5 en 0 g u~ ~~~gr<l ~~~~~ ~~~8:; Ocr:~:I:Ul ~~Ul~ia ~ffi~8~ ...cr:u-u _u - I I , I - - . :." - - - - -:: ~ 41 . - , - . , I i I j ('.1 r (:) I .:::- ',.) I ,. .' 'I.'" , ,1> . , ,'. .,.. (," (.:- .- ':-; . .":- .t- '1 . ,. . .":- . {,\ to. ' :. -. . .... r ""." (;) . . . ','.. \ { '" ..... ..' ) I :. '. i .r t .' ,. . . '''J :':. .... ~~ ". > '& .. . 1#' \ I .. .,.. (). .. r.; \ .1 i.';.j il. , ...' . , J .......' .t,' '. . .;. . .1' . . . .~ i" ic ; i I I I . . I " ~. :- \" .., t. . . .f .....-...-.111---.... ...._...#. ._.__.;... __4_" -. ',--- ~-'- ..--' ~~ ~- ;OMMOHWlALTH OF PENNSYLVANIA L\:MATMENT OF AEVlNUE .... BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA '712'-000' PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: REV.1162 EXlll.961 NO. CD 005520 STEPHEN R MYERS 62 CIRCLE PLACE CAMP HILL, PA 17011 ACN ASSESSMENT CONTROL NUMBER ........... loId 101 ESTATE INFORMATION: SSN: 184.58.0301 FILE NUMBER: 2196-0146 DECEDENT NAME: MYERS CLAIRE E DATE OF PAYMENT: 07/05/2005 POSTMARK DATE: 07/05/2005 COUNTY: CUMBERLAND DATE OF DEATH: 01/06/1996 TOTAL AMOUNT PAID: REMARKS: S R MYERS CHECK# 204 SEAL INITIALS: VZ RECEIVED BY: AMOUNT $2,800.00 $2,800.00 GLENDA FARNER STRASBAUGH 8\ '1 \05 - REGISTER OF WILLS VOID-NSF REGISTER OF WILLS C1'ecfc AHorne.-'-) 1-0 \X'leI + ~ U511~ hD Dee: uu,1". n)LU ... --- ~ .. s ~ .. $ ~ L0 lD ! III 'Iii w :: III 0 ... ,.. alll.. >U," :5.!!a.. ,0. ..: W.!!~ all:! ...- CL ]~~ UrDU -Ilj'. Q l!! .. D en a: :3 ... o c ~ " J LlI ... C- O o ... o n.I o ~ .. - C'- c:a C'- c:a ... t1l ... t1l o .. - , I " J o n.I o o " -., . . III 3235580_ _> 07082005 . . ~ _. --,-, (13J000040 FRB-PH1LA ..~. ~~~~ "!: El'l'r=0969 7RC-0969 PI< ~ 1 1 ., . <':o"~ :i: " ';1) .~. t~I' '"'!-f~ 0913490311 =1 r'~<..-"::'~ 07222005 WJ ~... J ~~f~~~~~:? ~;s'g O~O 20 0 a- ~.'" m!~""t!Jl o - '~l ~ EN 3 T ~ lm:.I<=,~31 8 '-aMil ". ~.." ;;:F..k I....;;: "f'l .... f . . - ~~l.~zQ.Jl\l . '" ,- . ''-~-; '1 ;"!l~ -- I ._' ..;~r"-"- 8 I )0 I .,.:CC'". ...u..u ~ i ~ <u. ^l ..'\WI ,l ! ....... ... " "'o4C ~> ~1:l,.K c:>- ,~ I;~ ,. NI..I 13i Z; .. ..... 1~ .. 1~li '= ,~ 'm ""Coto 1~ ...... Ij~ zt~ , -....- ,.. t;t!(j 1= '. '-.0 ,~ ! ~I Si .. .,...4 I> c;.q ., .. . " COMMONWEALTH OF PENNSYLVANIA C!:PAATMENT OF REVENUE BUREAU 0' INDIVIDUAL TAXES OEPT,280801 HARfUSBURG, PA 171211.Ql'OI REV.IIC2 EXIII,9CI RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005681 THOMAS R MARK 101 S MARKET STREET MECHANICSBURG. PA 17055 ACN ASSESSMENT CONTROL NUMBER AMOUNT ..-_.. 'old 101 $2,800.00 ESTATE INFORMATION: SSN: 184.58.0301 FILE NUMBER: 2196-0146 DECEDENT NAME: MYERS CLAIRE E DATE OF PAYMENT: 08/12/2005 POSTMARK DATE: 08/11/2005 COUNTY: CUMBERLAND DATE OF DEATH: 01/06/1996 TOTAL AMOUNT PAID: $2,800.00 REMARKS: R MARK THOMAS ESQ CHECK# 2469 SEAL INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WillS ,-~~~", " .~..,...~. ,;, .' \ _._ _:l:="-:.~.~~ .. .___ '--"-'';:::POIlllCUlfYf'\III'OIU.n<<ICJIIIWftOl'TltI~CllI(I'l---I...o_..- --.,...=~",..._....- R. MARK THOMAS, ATTORNEY AT LAW I:; { A rJ 60-726912313 IOLTACUENTTRUSTFUND V\Jt 0 101 S. Mar1tot Sl Mochanlcaburg, PA 17055 "I~A. II - (717)796.2100 DAm ~. ;'~~... $ .... .2'6sl ~Il ~~ II ~ iJ. Ii II Ii hit:lf: ;;./-/19(,.,,01'1/' . Ii 1I10000002..I1tQU" .: 23 B'i' 2!;Q ~I: ~r:.a ~ H ~ 'i'0 :III'.'" ._._....~o~ 11 _...._~-=-.....:-:-c::.~.,~..-- _~,~'.KQ.NTl__MlSAllllDl'nctllCOl.,-. O,.~-:--'7 - ~,,~,_."'_._.~o ...- ._0 o,.~_--:,,:",:~j tllawn!gn JlonIl -...,....--......"'... t ~, r/ r' '- BUREAU OF INDIVIDUAL TAXES . ' INHERITANCE TAX DIVISION PO lOX 280601 HARRISBURG PA 171Z&.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ... ~: APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF T~X *' REV.lS'l EX AlP ID6.D5) 09-26-2005 MVERS 01-06-1996 21 96-0146 CUMBERLAND 101 APPEAL DATE: 11-25-2005 (See reverse .ide IIl1der ObJeetilln!) Amount Remitted I I 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: i54=r EX' AFi>- (0;':05 i' NoTicE- OF- iNHERiTANcE- TAx" APPRAisEHENT~ - ALLowANcE" OR-' -".""" - - - - -., DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLAIRE E FILE NO. 21 96-0146 AcN 101 DATE 09-26-2005 TAX RETURN WAS' I I ACCEPTED AS FILED I X) CHANGED SEE ATTACHED NOTICE ", ! ,J DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN CLAIRE E R MARK THOMAS ESQ 101 S MARKET ST MECHANICSBURG PA 17055 ESTATE OF HYERS RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l E.t.t. ISc~dul. A) 2. stock. and Bond. ISch.dul. B) 3. Clo..ly H.ld stock/p.rtn.r.hip Int.r..t ISch.dul. CI ~. Hortgag../Hot.. Receivable (Schedule 0) 5. CaSh/Bank napa.lts/Hise, Parsonal Property (Schedule E) 6. Jointly Qwnad Prop.rty ISch.dul. FI 7. Transfars (Schedule 0) 8. Tobl Au.b HOTEl To insure proper credit to your account, sub.it the upper portion of this for. with your t.x p.yaent. 90,000.00 .00 .00 .00 241. 000.00 .00 .00 181 III (2) (31 141 15) (6) 171 331,000.00 99,634.79 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expen.../Ad.. tosts/Hisc. Expanses (Schedule H) (9) 10. Dabb/Hodg.g. Uabiliti../U.n. (Sch.dub II (10) 65.492.00 11. Total D.duction. 1111 12. Hat Value of T.x R.turn 1121 13. Ch.ritabl./Gov.rna.nt.l B.qu..t., Non-.l.ct.d 9113 Tru.t. ISch.dul. JI 1131 14. N.t V.lu. of E.t.t. Subj.ct to T.x 1141 NOTE: If an assessment was issued previouslY, lines 14, 15 end/or 1&, 17, 18 end reflect figures that include the total of ~LL returns assessed to date. 1;;1;.1'" 19 165,873.21 .00 165,873.21 19 will ASSESSMENT OF TAX: 15. A.aunt of Lin. 14 .t Spou..l r.t. 115) 16. Aaount of Lln. l~ taxable at Lin..l/Cla.s A rat. (16. 17. Aaaunt of Line 14 .t Sibling r.t. 1171 18. Aaount of Line 14 t.xabl. .t Coll.t.r.l/CI..' B r.t. (18) 19. Principal Tax Du. 82,936.60 X 00 c 82,936.60 X 06 0 .00 X 00 0 .00 X 15 0 (19)0 .00 4,976.20 .00 .00 4,976.20 HUHBER . WRITEOFF "' CD005681 INTEREST/PEN PAID 1-) .00 .00 AHOUNT PAID 2,875.62 2,800.00 DATE OB-25-2004 08-11-2005 INTEREST IS CHARGED THROUGH 10-11-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,800.00 2,176.20 240.83 2,417.03 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIDNAL INTEREST. IF TDTAL DUE IS LESS THAN fl, NO PAYHEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.I ~ - -. ,. ..-- ...~ PAvttENTI o.bch ...... top portion of this Hotlc. end ...,..It with your pBy..nt to the Reghter of w11l1 printed an ...... raver.. ,Id.. ntIK. ctMck or RMY order payabl. tOI REGlSTER of WILLS, AGEST. Failure to pay the t.., lnt.r..t, and panalty due ..y result In the filing of . lien of record In the ~ptoprl.t. county, ar the luu..,ca of an Orph"'.' Court citation. REFUND (CR)I A refund of . tax credit, which w.. not r.~.t.d on the 'a. R.turn, "Y b. r.~.t.d by co.platJng an "application 'or R.fund of p.nnlylvanl. Inherltanca end E.t.t. Tlx" (REV-1S.S). application. ata Ivall8bl. online at vww.ravanua.stata.ol.UI, any R.glltar of Wills or Ravenul District OffiCI, Dr fr~ the D~.r....,t.. Z'-hour enlWlrlng service for for.. or~r'l 1-SDa-S6Z-ZDSDJ ..rvlc.. for ta.p.yars with splcla' hearing end/or speaking n..dll 1-800-"7-1020 1fT only). Any party In lnt.r..t not ..tl.fled with thl appr.I....nt, .llow.ne. or dl..llow,nc. Df deduction. or ........nt of t.. (including discount or Inter..ll .. IhOwn on this Natle. "31' obJ.ct within 60 d.y. of the d.t. of recllpt of thl. notle. bv flUng on. of the fDllowlngl A) Prat..t tD the PA D.p.rt..nt of R.v,nu., la.rd of App..l.. You "31' obJ.ct by filing. prDt..t online .t wvw.bo.rdafBDO..l...t.t..a..ul Dn or b.far. the .~plr.tlon Df the .I.ty-d.y IPP..I p.rIDd. In order far 1ft Il.ctronlc prDt..t to b. v.lld, you .u.t rlc.lvl . canflr.atlon nueb.r end proc....d d.t. fro' the laard of App.al. w.b.lt.. VDU ..y also .end a wrltt.n prat..t to PA D.p.rt..nt of R.v,nu., lo.rd of Appe.l. P.O. ID. 281021, Harrisburg, PA 17128.1D21. p.tltlon. "31' not b. f..ed. I) Election to hav' the ..tt.r d.t.nelnld at the eudlt of the .ccount of the p.r.anal r.prl..nt.tlv.. C) Apreal to the Orphen.. Court. RERAYAUDHI PUIIPIlSEllf NOUCEl OIJECTIONSI ....,"- ISTRAUYE CORRECT UltS I DISCOUNT I PENALTYI INTEREST 1 )~ E.tat.. of dlc.dlnt. dying on or ~for' D.c..b.r 12, 1982 a. If any future Int.r..t In the ..t.t. I. tren.f.rr.d In po.....lan or enJDY'ent tD CI... . (collatlr.11 b'nlflclarll' of thl dlcadlnt aftlr thl I~plr.tlon of eny I.tat. for Ilf. or for y.ar., thl Co..onwe.lth h.reby .~pra..lY r...rv.. the right tD IPpr.I.. .nd ...... tren.flr Inherltanc. Ta~" It the llwful Cl... I (cDllat.rall r.t. on any such future Int.r..t. To fulfill the r.qulra..nt. of Sactlon 21~a Df tha Inh.rltanc. and E.t.t. T.. Act, Act 25 of 2000. (72 P.S. Sletion 91401. Feetual Irror. dlscovarad an thl. .......ant should bl addr....d In writing tal PA Deplrtaent of R.venul, lur.au of Indlvldu.l T...., ATTHI po.t A.......nt R.vl.w unit, P.O. ID. 280601, Hlrrlsburg, PA 17128aa6al Phone (717) 787.6505. S.. pig' S Df tha boOkI.t "In.tructlon. far Inherltanc. TI. R.turn for. R..ldent Decadent" (REVaISOII for an I~pl.n.tlon of Idllnl.tr.tlv.ly corr.etabl' .rror.. If any". due I. p.ld within thr.. (51 c.l.nd.r .onth. .ft.r the d.c.dent., d..th, . flvl p.re.nt (5%) dl.count of the t.. p.ld I. .l.owed. ThI 15% le. ..,..ty nonap.rUclpaUan pen.lly Is cOllput.d on the tDt.1 of the t.. .nd Inter..t .......d, and not p.ld blfor' Januarv 18, 1996, the flr.t d.y .ft.r the .nd of the t.. ..nI.ty p.rlod. Thl. nonap.rtlclp.tlon pen.l ty Is IIPP..lllbll In the .... .enn.r and In ttt. the .... U.. p.rlod .. you would .pp..1 the t.. and Internt that has bien .......d .. Indlc.t.d an thl. nDtlc', Int.r..t I, charged b.glnnlng with flr.t d.y of d.llnquency, or nln. (9) ~nth. and on. (II dlY frD' thl dlt, of d.ath, to the dlt. of p.y..nt. T.~" which b.c... dlllnqu.nt b.far. Janu.ry I, 1982 b.,r Int.r..t .t thl tat. Df .1. (6%) perc.nt p.r ennui c.lcul.tad .t a dilly rat. of .000164. All t.... which blc.,' d.llnquent on and .ftar J~ry 1, 198Z will ba.r Int.r..t .t a r.t. which will v.ry fro. calender y..r to cal.nd.r y..r with that rat. ennounc~ by the PA D'P.rtsant of R.venul. Th. .ppllc.bl. Int.r..t rat.. fDr 198Z thrDugh ZOOS .r., Int.nll D.l1y Int.rnt Dally Intere.t R.t. Factor Vllt R.t. Factor Vllt R.t. ~ ':Inm tml-199' -rnr-:wmrr ml -,r 16% .000"8 199Z 9ie .0002"7 ZODZ 6ie 11ie .00nDl 1995al99" 7ie .Daa19Z zan 5% lSX .000356 1995.1998 9% .aaazu un "ie lOX .000Z74 1999 7iC .aaal9Z zoos 5% 9% .0002"7 zaoa aiC .aaaU9 V..r 1m "as 198" 1985 1986 1987 D.lly F.etor :nmr .DOOI64 .aaOlS7 .aaolla .000137 , INTEREST ~ BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .aAny Hotlc. I.sued .ft.r t~ tl. b.cD." d.llnquent will r.fl.ct an Intar..t cllcul.tlon tD flft..n (15) d.y. b.yond the dlt. of the ........nt. If p.y..nt I. .ldl .ft.r the Int.r..t cOlput.tlon d.t. shown on the Hotlca, additional Int.r..t lU.t ~ calcul.ted. ..Int.r..t I. calcul.t.d .. fDllow'l COMMONWEALTH OF PfNNSnVANIA DEPARTMENT OF REVENUE eOREAU OF INDIVIDUAl. TAXES DEPT. 280&01 HARRISBURG. PA 17128.Q8D1 REV.1162EXlll.961 c RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 006228 R MARK THOMAS 101 S MARKET ST MECHANICS BURG, PA 17055 --.... ,.., ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,449.55 ESTATE INFORMATION: SSN: 184.58.0301 FILE NUMBER: 2196-0146 DECEDENT NAME: MYERS CLAIRE E DATE OF PAYMENT: 01/19/2006 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 01/06/1996 TOTAL AMOUNT PAID: $2,449.55 REMARKS: CHECK# 2569 SEAL INITIALS: MG RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ._-....- _....-.._~- ..--... 1\;:,:.:f: ~;'li . ....;-"-.~ '. ~._'e" ,">~.', ktt,~. ~,;} :.,,\;,) "?<;,. ~::, ~~1' ~~~ 5~~g~ ~0,~:;"~ '. ,j "'j ~Hil '\'" i.~ tt~!~ ~:::.~ , -. . t:! a . _~~'> _....'''.~i '...., ,.........~;_.,,,.,,..,,.,.....,...,' , . i . PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS LISTED BELOW Estatc of: HVERS SSN: Date ofOcath: File Nurnber: Datc of Asscssmcnt: ACN: CLAIRE E 184-58-0301 01-06-1996 21 96-0146 09-26-2005 101 REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 - . ."A q "i'" 'j ,,::'1' "\: " ,,.. ";j .." ~~ .." ,} ":;4 :f~ .J t;,j ,~4 k~i ~: ';1 ,J ~J ~, :"~,, ;", ~' ({'I ~ .. ' ,. .. . : t~- ..' . {' ""'~ { ". ... ,.\ , '~, ... . :~.~' .r t,. t~ '-J .:/ '. ~.. i'.. 'I 1 ~ .. "',' ~ , .. . .,. \ .. .... ~ . 'n. '.' r .' \ '.1 . :' .. .i~.,i (\ ' . . '.. . ':, ." ,. ," " , ~. ...,. ., j " .j . . . k''' " ~ ',', ~. .., t.- .f I ( ) ! ' 1 i I, Ii ~' :- , \ . .,.. ! '.._' "f .~ ~ -- - ... .. ,- ..- ~ - .^--.- -.--- ~-'-....J;...;'* ( , , ,.,." ~'. '''I(---~'' auREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX UDlIl HARRISIURO PA 17111'0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-I'D' EX AFP (0'-151 ., . r, I I I': . ,J DAT! ESTAT! OF OAT! OF DEATH FILE NUHBER COUNTY ACN 02-06-2006 HYERS 01-06-1996 21 96-0146 CUMBERLAND 101 AlIOUI'It R.ltt.d CLAIRE E (~ R MARK THOMAS ESQ 101 S MARKET ST MECHANICSBURG PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To In.ur. proper credit to your account, lub.it the upper portion of thl1 for. with your t.x p.~t. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ... --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ___ ESTATE OF HYERS CLAIRE E FILE NO. 21 96-0146 ACN 101 DATE 02-06-2006 THIS STATEHENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS DF THE STATED ACN IH THE HAHED ESTATE. SHDNN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATIOH DF ALL PAYHENTS, THE eURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 09-26-2005 PRINCIPAL TAX DUE. 4,976.20 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-25-2004 WRITEOFF .00 2,875.62 08-11-2005 COO05681 .00 2,800.00 01-19-2006 CD006228 272.91- 2,449.55 · IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIOHAL INTEREST. I IF TOTAL DUE IS LESS TIWl U, NO PAYltENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIr' ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR IHSTRUCTIOHS. I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 4,976.64 .44CR .00 .44CR ~ . .-. _.. .'--"'-....- -.....-~-_. - --_.. . - ~- . ".~I.~~''!'o'''"''''''',.....~,._..,l..~", ~,^,_~"""'. ..... PA \1IENT I Debch U. top portlon of thb MoUel Md -mlt ..lth ~r PIYMI'It lact. PtlyMiI. to the ~. Met ..wr... prlnt.d an the rev.r.. .Ide. If p~t If far I REIIDDfT DEC[O[JfT, ... check 0,. 1tOI'MY ont.r paylbl, tal "'~I."'-'AI.I If p~t If far I MOM-RESIDENT DECEDENT, -.kl ch.ck or ~y order p'vlbll tOI C-..n "'.....'7"..10 ,.Uurl to pay the t_, Inhrelt, Md peneltw .... _, ......U In ttMI flUng of . lien of record In the IIppropr.,t, DOW1tr, Dr U. 1.....M. of ., Drph.,., Court alt,Uon. RUlIII (tlh . rafwld of . tax credlt, IIhlch .... not requested on the 'IX Altum, _w tMI rMl'Mltlld by OOIIPl,Ung ., -Appl1c.Uon for a.fw\d 0' l'em1V1"...al 1,.,."lt."cl Iind Estat, TIM" (REV-ISIS). ..",l1o"lonl In .."Uebll onl1n. It wv..i.v~....t..a..u., ~ A.,l,t,r of Will, or Revenue al.trlal OffiCI, Dr fro. ttMI o.p.rtlent', 1:4.hour .....,. ng ..rvln far 'aMi' ardera. 1-,aD-lU-Z'SO, ..rvle.. for bxpQUI with speale1 he.rl", wdlor .,..1"1 n.lldll 1-101-"47-"20 (IT only). REPLY TOI DISCOUNT. PENALTYI 11ITEJl[ST, -~~ ,,4 ~ au.ltton. regerdlna .rrar. cant.IMd on this notle. .tMNld tMt addr.....s tal PA Dep.r~t 0' Ravwu., aur... 0' lndlvlcLt81 Tu.., ATTNI Pa.t A...._~t A.vl... Unit, P.O. lox taD601, "'rrlaburll, PA 17121"0611, phDM 17171 7.7-6505. If MY taJc ... h p.ld wIthIn thr.. (S) c.IMdlir IIDI1th. .ft.r tM dec:..s~t'. ...th, . flv. perc.,t (5%) dllOOW1t of ~ taM p.ld I. .llow.d. TM 15% tu .....ty nonoop.rtlalpatlon p...lty Is ~t.. on tM toul af U. tu IInd Int.r..t ......IId, Md not p.ld befOr. J8nUary II, 1996, U. flr.t d.y .ft.r u. end 0' the t.M ~.ty perIod. Int.n.t 11 cfw"'" NrilmJr'l ..Ith flr.t dly of d.Un.,.,cy, or nIne (,) IIDI1th. IInd DM (1) dIIy frw U. diu of dl8th, to u. dIIt. of papent. Tu.. .....Ich bee.. dltl1nql1Wlt bI'or. J8nu1ry I, 1911 tMI.r Int.r..t .t tM rat. a. tlx (62:) parc~t par .... e.lcul.tlld .t . dllb Mlt. af .00I1M. All u... Wilch tMIcue d.U~t on Md .ft'r JlftUlry 1, 1'.2 ..Ill be.r Int.r..t .t . r.t. Wilch ..Ill v.ry 'ra. a.lMdlir ,..r ta c.lend'r ,..r ..lth thlt Mlt. ~ed by the PA Dep.rulnt a. A.v.... ThI 1IPP11c1b1. Intsr..t rat.. 'ar 1912 through 1106 .r'l Int.r..t Dally Int.r..t D.lly Int.r..t DeIly v_. A.t. F.ator V... ..ta F.otor v_. Alt. FlOtor - I9IZ 10% .101541 1911-1991 11% .111"1 2101 9Z .111247 1915 16Z .IIDOI I99Z 9Z .DlDZ47 un 6Z .10nM 19M 11% .IIOS01 1993.1994 7% .DD01'2 ZOOS SZ .0"157 1915 ISZ .DlOS56 1995-199. 9Z .IIU4? 2014 4% ..om. 1916 11% .111274 1999 7Z .lIl1n zoos SZ ....157 19.7 9% ..00141 21D1 IX . nun 1D06 7Z ."0I9Z ;"':;;.'::~ ,""'i'" ~T'c"fJ' INTEREST. BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR.~}~ ".Iony NoUe. SlIulld .fter the tme becOlll. d.ll~t ..111 rlfleet In tnt.rut c.lculltlon to fifteen UI) ..... ''', '\ ,,:~,'?~l beyond the dllte of the ....n...t. If pap.,t 1. .1Ide .ft.r the Int...... COllpUtatlon diu IhoMn .. thI ',;I:~:::\~)<;- NoUa., IddSUDnll Inte....t .....t be c.lcul.tlld. '.; ~~,,:'-!:,,:!,"".:il~ ,_~;\,:~j',::~;.;'.l~ ,:~,J~?1f~~ ".',ry..o"~~ .-Int.r..t SI c81oul.ted .. '011ow'l and Helen S. Adams, decedent's unele and aunt, in the principal amount of$S5,700.00, plus 6% interest. (A copy of the Notice of Claim is allached hcreto and markcd Exhibit "B".) 7. The Estate of Clairc E. Myers was insolvcnt until thc selllement of its claim against the Hershey Medical Centcr on August 24, 2004, at which time the Estate received proceeds in the amount of$240,OOO.00. 8. Pursuant to a negotiated agrecment, the Estate paid $65,492.00 to Chester L. Adams, to satisfy the lien set forth in paragraph number 6 hercin. (A copy of the Release Is attached hereto and marked Exhibit "C".) 9. The vnlue of the real property at 62 Circle Place, Camp Hill, Pennsylvania was estimated at $90,000.00 as of decedcnt's date of deaUI and U18t estimate was acccpted by the Department of Revenue. 10. Petitioner has maintained the property since the death of dccedent and would like to transfer title to the propcrty into his name as a portion of his intestate share. II. A First and Final Account has becn filed on cven date herewith. (A copy of the First and Finnl Account is marked Exhibit "D", allaehed hereto and incorporated herein.) 12. Pursuant to 20 Pa. C. S. A. ~ 3356, Petitioner Is required to obtain court approvnl to have a deed executed which in effect would transfcr titlc ofrcal property from the Estate to the Personal Representative. 13. Allached hereto as Exhibit "E" is the proposcd dced which Pelitioner seeks to have signed by the Register of Wills pursuant to 20 Pa. C. S. A. ~ 3356. t;: ' ,,~. I; . . .,,'; . .:/~ . 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",:, [;,JJ.i , !. ~;',1i~ . . " " 't'f~ . ,'. '. . t r' I..,. ~ti t , ..' ',.,,; ~;:. 't"."'~"""~ ' " ~ I I ' . , . : ....., . . I" ] < ' ~t if f" ,~'1' ~.~ d.t".~, (~~. '';:f..:\\~'l'\ Ie . '~;((J.1ii~ "~I~,,1;:\ '. ".f " ':', . ,!,f,' ','. " I.'\"'~ '. ," " .' " : ; I~ : ..; ,,',',,'.,J: , .~" ,(,,1' : :";/~~l .-: "~~j' ~ '..:;,: I . i;- ,. , ~tt1. ....f. , ,... ',/-i ';' :/., "'t\' '<t': :';)\. .:<:,~~ " " -._.......l_-.;..~ " . .', .\ . '...,. 1': , ';: <<,' '. " .1 ,. ImLEASE FOR Ihe sole considel'lltlon of Sixly-fivc thonsnnd' fonr hundrcd nincty-Iwo ($65,492.00) dollats, thc teccipt nnd suf/1clcncy whereof is hcrcby ncknowledged, the ulldetslgned, III his own right nnd on bchnlf of thc Estntc of Ilclcn S. Adnms, hereby relcoses and fotever dischargcs the Estntc of Clairc E. Mycrs, Stcphcn Myers, both as Administrator of thc Estate ,of Clnlre E. Myers nnd In his individual capnclty, and all other petsons IInble, or who mighl be clnbncd to bc linble, none of whom admllUability 10 the undersigned, from any nnd nl.1 clnims, demnnds, damngcs, net ions, causes of actions or suits of any kind or naturc whalsoever, and particularly with regard to certain Articles of Agreclnent doted April 24, 1990, by and between Clairc E. Mycrs, deccased, and the undersigned along with Helen S. Adams, dcceased. The undersigned hcrcby declnrcs thnt thc terms of this settlcment hnve becn complel.ely rcad and nre fully understood nnd voluntnrily necepted for the purpose of making 0 full nn~ finnl compromise, ndjustment nnd settlement of nny and nil claims disputcd or olherwlse, on nccount of thc snid Articlcs of Agrccment nbove-mcntioned, and for the express purposc of prccluding forcvcr nny flll'ther or ndditional claims nrising out of lhe aforesaid Articles of Agrecment. IN WITNESS WHEREOF, Chct L. Adnms hns sct his hand and scal this .3,.d day of Novelllber, 2004, in (hc presencc of: r~ /?7~ Chct L. Adnms I .. - I : ':; ~~JHBI T 'e if " , /. . ~ ESTATE NO. 21-02-0312 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DIS11UI3tJ110N OF AND BY STEPHEN R. MYERS, ADMINIstltATOR OF THE ESTATE OF CLAllU! EI MYERS, DECEASED, tATE OF tjOROUOH OF CAMP HILL CUMBERLAND COUNTY, PENNSYLVANIA Sleplten!t. Myel'll, AdmJnlsltalor, as aforesaid alld Accounlaht Iteteln, avets lis folll1wS DATE 017 DECEDENT'S DEATH: OATE LEITElts OF ADMINISTRATION ISSUED: OATES EXECtJ10R'S NOTICE AOVERTISED: Ct1/t1berland Law Journal . The SenUttel ]8IIUary 6, 1996 February 16,1996 March 8, 15, and 22, 1996 February 28, March 6" and March 13, 1996 FIRST AND FINAL ACCOUNT RECEIPTS OF PRINCIPAL Fiduciary AcquisitIon Value - Cash: i Cash In possessIon of decedent S 00.00 Check from West Shore Tax Bureau S 22.07 S22.07 . r Tangible Petsonal Property: MIscellaneous pieces of jewelry , S500.00 Futnishlt1gs S500.00 ' S 1,000.00 Chose lJt AcUonl Estate ofClalte Eo Myers v. $240,000.00 Hershey Medical Center, (DaupWn Cty. No. 5343's 1997) S240,000.00 !teal Estate: 62 Citcle Place, C8I11p Hill, PA , S90,OOO.00 S90,OOO.oO ~~k(' b/f l{ b I( .. .' DISBURSEMENTS OF PRINCIPAL Debts ofOecc!dellt: 11/16/2004 Chester L. Adams, mortgage on $6S,492.00 62 Circle Place, Canlp Hili, PA Adm1tt1sltaUolI Exl1enses: 01/06/1996 Beaver-Urich Funeral Home, $7,102.00 Services 05/0211996 Foster Monuments, grave marker $1,418.00 07/24/2004 Catherine M. Mahady-Smith, Esq. $1,398.90 reimbursement .o'f IiUgalion expenses 07/24/2004 Costopolous, Foster & Fields, $1,174.24 Attorneys at Law, reimbursement ofllUgaUon expenses 01/24/2004 Catherine M. Mahady-Smith, Esq., $82,216.66 and Costopolous, Foster & Fields, Allotlleys at Law, Lltigallon counsel fees Iteglslet ofWl11s, I1ro~lIte costS: 02116/1996 Iteglster of Wills, probate costs $20S.00 01/0SI2005 Register of Wills, probate costs $ Is.OO 01/12/2005 Reglsler of Wills, probate costs $10S.00 081111200$ Depllrlmellt of Revenue $2,800.00 InherltBllce tax 01/1912006 Departtnent of Revenue ~i,449.SS lnherilBl1cetax 09/j0/2004 ' R. Mark Thomas, Esquire $1,000.00 estate legal services Bal8l1ee due: 51,500.00 1996 Property taxes 51,749.60 1997 Property taxes 51,782.00 1998 Property taxes $1,830.60 1999 Property taxes $I,8S4.90 2000 Property taxes 51,891.35 2001 Property taxes $1,986.22 2002 Property taxes $2,143.32 2003 Property taxes $2,2S3.25 ,.~.~~~..,.x~...,..~:~"< {.",'::"~;",,''''.;~''(m;~~~'~'-' . ," ," fl.. ~~. . I" \ satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that She executed same for the purposes therein contained. IN WlTNESSWHEREOF, I hereunto set my hand and official seal. Title of Officer I do hereby certify that the precise residence and complete post office addreBs of the within named grantee is 62 Circle Place, Camp Hill, PA 17011 ,2006 Attorney for COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND Be. ) RECORDED on this day of the Recorder's Office of the said County, Deed Book . A.D. 20-, in . Vol. . Page Given under my hand and the seal of the said office, the date above written. . Recorder. f. ',Apo .\ " . '. . ,. . . i I!. . . I hereby certify that written notice ofthc filing of this Statement of Proposed . Distribution, and of the date and time and place when the same will be presented to the ,Court for confinnation and of the IRSt day to file written objections to said Statement of Proposed Distribution, has been given to every unpaid claimant and to every other person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. A "py .r... .............. mol""" wi" lb. ..U", ~ DATED: June 6, 2006 ~~ R. Mlirk Thomas I hereby certify that written notice of the filing of this Account, and of the date, time, and 'place when the same will be presented to the Court for confinnation and of the last day to file written objections to said Account, has heen given to every unpaid claimant and to every other persOIl known to the accountant to have or elnim an interest in the estate as creditor, beneficiary, heir or next of kin. ' ~~~ DATED: June 6, 2006 R. Mark Thomas " ~ / J.:2.j 0200lo ~ CIlnfl",*, Iblolutll, Ind dlltrlbullOA dter," In looordlnN wl\II INOIIOMCI ....... III. 01 dll.rllIu1lo1l ....1Ilt. ., ... 0a0ll1 . ~ . . q~ ~\o ESTATE NO. 21.()1IjO FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY STEPHEN R. MYERS, ADMINISTRATOR OF THE ESTATE OF CLAIRE E. MYERS, DECEASED, LATE OF BOROUGH OF CAMP HILL CUMBERLAND COUNTY, PENNSYLVANIA " ,,(-") "'1 "0 .;., --, ....., c' ,'" <f' '- ,-- :t: I tJ1 ",) '1\ Stephen R. Myers, Administrator, as aforesaid and Accountant herein, avers as follows , .,:\ ., DATE OF DECEDENT'S DEATH: DATE LETIERS OF ADMINISTRATION ISSUED: DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal The Sentincl January 6, 1996 Fcbruary 16, 1996 March 8, 15, and 22, 1996 February 28, March 6, and March 13, 1996 FIRST AND FINAL ACCOUNT RECEIPTS OF PRINCIPAL Cash: Fiduciary AcquIsition Value $ 00.00 $ 22.07 $22.07 $500.00 $500.00 $1,000.00 $240,000.00 $240,000.00 $90,000.00 $90,000.00 Cash in possession of decedcnt Check from West Shore Tax Bureau Tangible Personal Property: Miscellaneous picces of jcwclry Furnishings Chose in Action: Estate of Claire E. Mycrs v. Hershey Medical Centcr, (Dauphin Cty. No. 5343's 1997) Real Estate: 62 Circle Placc, Camp Hill, PA '. -0 :t: N ., "\') ITl ,"1 't"") . ':,:?3 11111 ,) ,':J . .. ..::-) . " ,,1 ;' ...--, , . 111 - ." .-, " \D Chester L. Adams, mortgage on 62 Circle Place, Camp Hill, PA Administration Expenses: . Debts of Decedent: 11I16/2004 01/0611996 05/0211996 07/24/2004 07/2412004 07/24/2004 DISBURSEMENTS OF PRINCIPAL S65,492.oo Beaver-Urich Funeral Horne, S7,102.oo Services Foster Monuments, grave marker S I ,418.00 Catherine M. Mahady-Smith, Esq. S 1,398.90 reimbursement of litigation expenses Costopolous, Foster & Fields, $1,174.24 Attorneys at Law, reimbursement oflitigation expenses Catherine M. Mahady-Smith, Esq., S82,216.66 and Costopolous, Foster & Fields, Attorneys at Law, Litigation counsel fees Register of Wills, probate costs: 0211611996 07/0512005 0711212005 08/11/2005 01/1912006 09/3012004 1996 1997 1998 1999 2000 2001 2002 2003 Register of Wills, probate costs Register of Wills, probate costs Register of Wills, probate costs Department of Revenue inheritance tax Department of Revenue inheritance tax R. Mark Thomas, Esquire estate legal services Balance due: Property taxes Property taxes Property taxes Property taxes Property taxes Property taxes Property taxes Property taxes S205.00 S 15.00 S105.00 S2,800.00 S2,449.55 SI,OOO.OO SI,500.oo SI,749.60 SI,782.00 SI,830.60 SI,854.90 SI,891.35 $1,986.22 $2,143.32 S2,253.25 ~~ ;:. '.. ~ . RE(;l'7' Fil;"I )1 . .." ,# I m_:UN '6,~:~J . IN RE: EIlale of Claire E. Myers : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21-96-00146 ORDER AND NOW, this 71.11 day of v ~ ~ t 2006, having reviewed the allachcd Pctitlon, and pursuant to 20 Pa.C.SA 9 3356, the court hereby authorizes the Register of Will., or hcr dcsignee, to cxecute a dced transferring the Estate's interest in the real property located at 62 Circle Place, Camp Hill, Cumberland County, Pennsylvania to Petitioner, . Stephen R. Myers. BY THE COURT, J. ...., -, , , ~.., '. - - .c , -. . , . , . ..- - ~ ) ) , I ) ,':;; j',) '.:''') , ','_.J -:J I .. :_1 : ) (.., rTl .. ) ) (':'") \ , C' },- ;; , ".'101 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF /. In Re: CLAIRE E . MYERS CUMBERLAND COUNTY PENNSYLVANIA , , I r I NO. 21.96-0146 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 08-22-06 JUDGE'S INITIALS: JWO TIME STAMP DATE: 08/22/06 IN RE: ORDER OF COURT ............................................................................................................................ SERVICE TO: R. MARK THOMAS ESO . ;, METHOD OF MAILING: ~ USPS DRRR D HAND DELIVERED D OTHER_ ENVELOPES PROVIDED BY: ~ PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: 08/23/06 ............................................................................................................................ SERVICE TO: METHOD OF MAILING: D USPS DRRR D HAND DELIVERED D OTHER_ MAILED: ENVELOPES PROVIDED BY: D PETITIONER D JUDGE D CLERK OF ORPHANS COURT t, . . and Hclen S. Adams, decedent's unclc and aunt, in the principal amount ofS55,700.00, plus 6% interest. (A copy of the Noticc ofClairn is allachcd hcreto and marked Exhibit "B".) 7. The Estate of Claire E. Myers was insolvent until the sclllement of its claim against the Hcrshey Medical Center on August 24, 2004, at which tirne the Estate rcceived proceeds in thc amount ofS240,OOO.00. 8. Pursuant to a negotiatcd agreemcnt, thc Estatc paid S65,492.00 to Chester L. Adams, to satisfy the Iicn set forth in paragraph number 6 hercin. (A copy of the Release is attached hercto and marked Exhibit "C".) 9. The value of the rcal propcrty at 62 Circle Place, Camp Hill, Pennsylvania was estimated at $90,000.00 as of decedcnt's date of dcath and that estimate was accepted by the Department of Revenue. 10. Petitioncr has maintained thc propcrty sincc thc dcath of dccedcnt and would like to transfer titlc to the propcrty into his namc as a portion of his intcstate share. II. A First and Final Account has becn filcd on evcn date herewith. (A copy of the First and Final Account is marked Exhibit "0", allached hcrcto and incorporatcd hcrein.) 12. Pursuant to 20 Pa, C. S. A. ~ 3356, Pctitioncr is required to obtain court approval to have a deed executed which in cffect would transfcr title ofrcal propcrty from thc Estate to the Personal Representative. 13. Allached hereto as Exhibit "E" is the proposcd dced which Pctitioncr seeks to have signed by thc Rcgister of Wills pursuant to 20 Pa, C. S. A. ~ 3356. . ""lil H'I , i. I, i' I !: <#J _~., i' ! .., ,., .. .. ...., --' ~. ",., - '. . , , , :, ~:: :'., ',' '", { t!I'.c.::::::::....Wf..,....... "'.01 Itl" '" ..'. ,...'. " W4is mttb. "'AtIETIIE ,. :': /~(Jt Joyo/ j){().f'cP.. ./.., Lo,J..III..,..J .1., A..J"J ninety (199011 , SA'tltUN tw. H. DE WlTrIE and ClAIRE O. DE lIITrIE, husband and wUe, of the O:lII1alWee1th of l'ennsylvanie, . ""/If"" ."":' , '1." , ~:t',;r '\',:,,'\"!~ . .,,;'.;:-:':~. '.{',: ..J ClAIRE 0" DE IllTrIE, of the Camcnwmlth of Pennsylvania, erul" ., ",:;. ":1' .r....'. ':I , :.fr ii: ?~~ . ;i~ " , .'~' ol:\. ;;~l " }{. :. " '." " ":!.' '- .' '/ ;:.' 1l'/rNI;.~f."1H. ""111 to,,.,,,,,.liolt alone ($1. (0) Ct,,,,,, : III Aud ,..;.1. 'A" titt',,' ~A"rollJ Imt&, arAn,"'t/A,J, ,A, ujJ ".,.,,,, B J. ,.,A,'.irI,,,,,,,,. I 11011"" A,,,6, 'till' Gild """'1 .AIL 'I1IAT amAIN lot or tract of land situate in the Borough of carp Hill, County of ClJlWland and Stste of pennsylvanie, nme particularly bounde:l and describecl sa foU""", 00 witl ~mINNIOO st a point on the wlStcrn side of Circle Plece, W.3 feet South of the , s",thwClIt corner of Circle Place and Beverly Road, thence 8OIJtJ1..oardly elong the w...tEl'll side of Circle Place EO fo<t: 00 a point along tho line of Lot No. 11, , Blcx:k F of tho hereinaCter mmUcne:l Plan of Lots, thence w...twardly elong tho 'lI1Il! 140.75 feet 00 a point on line of Lot lb. 3, Blcx:k F of said Plant thence rmthwardly along the ..... 61. 2 fe~oo a point, th....ee eastwardly in e line et riVht AIl\Il. 00. circle Place, 128.6 f_ 00 a Point the place of BEXlIllNIllCl. BEII<<I parte of Late !be. 12 ancI 13, B1ocJ< r on Plan of Late of _e:ly Park, aa1d Plan beinv recarclad in Plan Ilool< J, Pave 19, ~e:loncl CClunq.. reca&'cle. ~ Hop No. 01~21-D273-2611.:.J \... "'-. , . tcO~ 0\ M rA:t 91 . -.-.-....------'-"{..". &h t'b, 'f (It ( :,'.i " ''-J ..:'1") .;,,1 ! ;i , " . J'.: ", .. ':i.:'f;, . , . '..,' \' '.. J ~ 1.,1, . "~":;Al~ ,0(., f,~ t::WF:' I. "," '..",'-oiJ"l ' f~..}"\,l,~', ! '.'.,,~i~/l ,; , ,1:1,'17'...' .' "'" .~.:.J., . ., , r :\l~F'J'! ' ....' .! , , , ~: i ,. ..'~ "';' \.,~~,..,.~.."".,.uof<'J. . :~,.~~J&...~.':.;!;"t1.: , '_, ,'f,:"','t;.,..l.. ' .t '...' .' ~ '. ~1. "f' . 1 C' , ..M ~ ... . '. . ' '.~'"''.''~''''''W'.''''"''''.'''''''__'_.__''__h''''''' ....,.... '. 1 \," .,; .: t... '.': ... ;. 'lllml the .... pre,d_ \lhich 'It1CIIlIlI o. Albright and Carolyn K. Albrigh~, IaIIband ' " and Idle, bjo thitit deal datal SeptadJor 2, 1988 and recorded Sq>tcnber 7, 1988 in " o.r.bcrland ~ty Deal book Velllne 033, P"ge 60, eaMlyal unto 1141 H. Ddllttie and . . elaita o. bdfitUll, huabancl and IIUe, the Grantor. heroin. . _I; , ' '.r , ~ boruiy'UlIt hO hazerdoul wa.te, IIIthin tho moaning of the Solid IlAete '1IaIIa9b1ht. Act ot 1980, II prC!llmUy belncJ dlepoeal or has fNor been diepooal bjo :, ; the Gtantar. at 1:0 tho Grantor.' actual mc..ll!<lqa in or upon tha pr01lIe... abcwe ,~Illld, ' ".,' 'lhie CCI1\/eyanca ia e>lmpt fran .11 state and local r.alty tran.f... tax.. ba:auee it i.a fran h1Iband Wlllfa to IIlfa. ',,'1.: ~ '. " '\. '", . ",1' " '.': .'.. J '. . n .. (D ..: ..,~~ c:> .. ~ :':~ .." '" .,J .... ., . to ',' ." . ,'3 :3 :~ ~i l~ t:;; :1;'110 ..... ~ 4,"';! ,. ... .. ..' /. ..\ REGISTUED BY mE BOROUGH~HJJh ~J:l n " ~~~ , , . .. ,...., ,..........},: ,\\;;'4;'~. ','; . .. ..;, ;" ;"':,{'f\ ': 'r" '. ' .'-* . I ..... ...." ':: .' ...:.:~;". (' ~\.:~ ~. ..,)',1;"" J~:' ...,.,.1t....,;,.,~",.~;~.'.."".'" '''''''''' IAa4 u.y "" ..._"..,'..-.~.''''._,....._- ~Ii'i~"~~'~~~f<"~~, NIl''''.."..... J~~~,t1!iT~.,'i~" . ,":., ....I.~.,..,'I~I....._..._--_., . " . . .' . ." ~ , 01 '.. ..........-..1 I 1,1 ., f;~':' .' . '" I ,,":Jl.- Ji'" I I .' ',' 'iC.~ . .' ~; j , "'f ',0 '. ;~" ~; ~, ,':1 '(j' ," l('.. ',.r: :~I ':X"l .'::,';~'1'j " I," ,1 , ',pi " ,.;1 ,"1'" .l:{~: , ',~I \~.: "'.i' '. ',' , " -.". I.. " :.,~(l (d , , ,~,' j r/l , '~j ,} ~ , ',1 ",j {'.' ;:;J ,-' ...,0 ". . I, .... .' 'I ~ J .:~ ., IN FITNESS F/tEREOr. ..u ,...,.. tH' Am "'W wi",.. 1t1Pl1~.ltlall~.Il1~ IldIU"I~ .::zM&. J ~ 1lI1lJlllrUIllllor 141 H. Ddlittio ~a~;:/ ;:. cU~~~~t9.i~~ ., " ANa A,,,.,,,. III thoir A..~....J ..". ,l. ~.,..~ " e ~ ~ e .;':Y:',: ~;'~"::,:'t... ~i~;{T' ," . , 51'''0/ POl'lllylVanla /"I1{ ()fell . Jpgo .,,/ot,,",. '''"- c..."" c.\I1berland lUlAh"U " 1~4l\. Ul'/ ::.' ",j ,h..J'''If"JoJ1Itt,.,,,...J!r,,,..,,J lfal H. Ddllttio and Claire O. DoWlttie, lusbanl and I/U., I"... t. ., r., UliJ/,,'.,U, ,"flla) 10 If ,h ",,,"8 wA." ".Mf 8 aro ....tri6'" I. J/t/.rw,'J...... taf,,...,,,,- ."J.t....",,,,,, ,Ae, t A, y ,Urtlf,rl ,A"'M' I.'IAI ,.".", ,h,..,. te"'.llttJ..,.., 'J~..:/i.....( ;', /NF/TNESSF~EREOr.U"'''''''''''Mrxr~'' 11. f_,.ll(;,t"\~",7o(;':,~~"" J-~~~l:~ro ) ~'..:~ ,4./U \.s... .... ~. f).. . __~~~)Ut.Aa:.. HOtARW.1lAL ril"tJuQ.lrt~':i::'i'~~' -1l.S10'U"1lO1'""1U8llll :..'...:. AOU,.,.\'\ nU1UI "'" '" N\' ~. ...."....... UIlO11flBORO.aJllBIllUH1lto. ,..,. IIY CQMUISSJOH I.lPIRU IlAY 1"1 .i',' I' ..'.. ,'. 51'''0/ C""" " OIl\II.,A, ~.,of I': ./P .6t/.""". ;, .,' ., '.5. .. ,~:; : "..' ,",." "I". ..,\~ " ." .,.:t&; ':r~ ..~~j J:.; . t "'~' , .~ , ' ;., ." .( ,A. ."rI",',,,,,, .gt",. ",..,..n,.",."J , '- I.... I. "" tll ""J/.t,,,i,, ,H",.)" " ,A, p"',,, ..AI" ,dmi6rrl r. ,4, trilAi,. ilt"'''M'''', .ftJ.tJft.ttl,rl<<,J ,A., A, ,."."J ,,,, ,,,,,,/.,,,,, ,.".11I ,A"tilt ,.ftr.ilt,J. /N "/TNE" ../tEREOr.1 A",..,..., ", A..J..~ .1JIr101,,,1. .-e BDOlffi34 rACE -93 nit, .JOllie... -'-.,-, " "1' ',: ," .. ,. ,;,.i' . ':' '. : . ~ ' ~ ,', " j ~, . " .4 ~_ ,_ .' .. '. o__~. -. .,.--... ..........---.. ._, ..... ,.-..,....-. .._- .., -,' .,'j '. ';' 7"/.~~.:.~ ..',' % J. A",6, ""(I)-,A., ,A, ",ril' ",IJ,~" ."J ,.",,1,,, "" ./IJ" .JJ"" Q ~le Place, CoI1p lUll, Pa. 17011. /990. " , .... "llb~Il/.....IJ'H"#I lJ : 16 Harth, " I.: ~1#~~~. """'"1/" Grantee , , , ,.,' " ';"; d fl,; I ~ c ~l'''':i ~ t' '5' . 81 0 r ~ 0 II 1.4 '-9 c.t il . I . RQ " ~ Ill&! ~ '] ~I . ~ ~~j 0 ~ U~~ h T ,f,:\.', eOllllONFEALTII OF PINN5YLP AN/A c..",.JC\.Iml:RJltAO c\ I.. .... ..... ' "I ;'b. ". '. , RCCORDID..,llJ_ O'~ N"I_Aia~ ,.., ..., ~ ...:;&1....... ;"'. '. . lro..:.. 0 I' ,', I d.D.I9_ .."I,ArRttttJ"..J/ir,I/.A,NIJC'."''l"Qij,. 11"m. ~. .... ,lr' 1 q/ otJ ".1...... 'h"" 'to i. ' ".,~M '-'f ,.,. -- s';. I/ti, ~\:"\::;M , .. :'.. " "l~ . '"J .1., . 'J I . j d ~ '. ~".; OIH~""""M~J'A""'ti'A~-m1(~~t1~~~la(lIf!\t:~I' / ,: .;. ~:; I.'~.. ,~(__~.~"A'~I.l;'i.:...~lt~~ I:': ~,p-.l ~_~~~~~ . 4ft~.~ .~ .,'W' ~, j "t,,~,.,..,......... &OOl11)34 PACE' 94 .......- .' '.J' . I" ..........--- _1..__.1. ..,__... "..~_..__.__'_.....____..__.._"..... ..... , " I 'i ) ',;;' ,~ " i : , .' " , . : ,/' I .',' ~ '. ~;~~ii',; \~~'. . , . . DISBURSEMENTS OF PRINCIPAL Dcbts of Dcccdent: 11116/2004 Chester L. Adams, mortgagc on 62 Circle Placc, Camp Hill, PA Administration Expenses: S65,492.00 0110611996 Beaver-Urich Funcral Home, S7,102.00 Services 05/0211996 Fostcr Monuments, grave marker $1,418.00 07/24/2004 Catherine M. Mahady-Smith, Esq. S 1,398.90 reimbursement.oflitigation expenses 07/24/2004 Costopolous, Foster & Fields, SI,174.24 Attorneys at Law, reimbursement oflitigation expenses 07/24/2004 Catherine M. Mahady-Smith, Esq., S82,216.66 and Costopo1ous, Foster & Fields, Attorneys at Law, Litigation counsel fees Rcgister of Wills, probate costS: 02116/1996 Register of Wills, probate costs S205.00 07/05/2005 Register of Wills, probate costs S 15.00 07/1212005 Register of Wills, probate costs $105.00 08/11/2005 Department of Revenue S2,800.00 Inheritance tax 01119/2006 Department ofRcvenue S2,449.55 Inheritance tax 09/30/2004 R. Mark Thomas, Esquire SI,OOO.OO estate legal services Balance due: $1,500.00 1996 Property taxes $1,749.60 1997 Property taxes $1,782.00 1998 Property taxes $1,830.60 1999 Property taxes S 1,854.90 2000 Property taxes S1,891.35 2001 Property taxes SI,986.22 2002 Property taxes S2,143.32 2003 Propcrty taxes S2,253.25 . . . 2004 2005 04/3012006 Property taxes Propcrty taxes Steve Myers, husband family exemption $2,656.30 $2510.33 $3,500.00 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 0.00 PRINCIPAL BALANCE ON HAND Estate Checking Real Estate Misc. PersonaUJcwelry $50,487.50 $90,000.00 LI.OOO.OO $141,487.85 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Legal Fees - R. Mark Thomas, Esquire Stephen Myers - Spousal Share Stephen Myers - 50% Samuel Myers - 50% $ 1,500.00 $30,000.00 $54,993.92 $54,993.92 STEPHEN R. MYERS, Adminlstmtor of the Estate of CLAIRE E. MYERS, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account Is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; and that all taxes prescntly duc from the Estate have been paid. sre~~t:r COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : ss: I, Stephen R. Myers, Administrator of the Estate of Claire E. Myers, whose name is signed to the attaehed or foregoing Instnunenl, having been duly qualified acconllng to law, do . . . . . hereby acknowlcdjJl thai I signed and executed the First and Final Accountj thai I signed It as my free and vobntary acl fur the pwposes therein expressed. Si~y~91f/M/ 5/ Sworn l}Ij am~ed 10 and scknowled!J:d befure me by Stephen R. Myers thIs I day of ~ .2006. {,' ~ co,,,,DHWULTtl M NHHIYLVANIA NOTARlALllEAL PubIc ;, /J 6tary JOHN D. GRIOS8Y~ Coooty 1/ MedItl~.. 25.2010 . Tax Parcol No. THIS DEED, MADE THIS six (2006) day of , in the year of our Lord two thousand and BE'lWEEN GLENDA FARNER STRASBAUGH, Register of Wills and Clerk of the Orphans Court, by virtue of Order of Court dated Grantor, and Stephen R. Myers, Grantee: WHEREAS, CLAIRE E. MYERS, deceased, previously known as CLAIRE O. DE WITTIE, on January 6, 1996, died seised as owner in fee simple of the herein described pr.operty; and WHEREAS, the court, by Order dated authorized the transfer of this real property from the Estate of Claire E. Myers to Stephen R. Myers, her widower and Personal Representative of her Estate, by deed pursuant to 20 Pa.C.S.A. S 3356; and WITNESSETH, that in consideration of ONE ($1.00) DOLLAR, in hand paid, the receipt whereof is hereby acknowledged, the said grantor does hereby grant and convey to the said grantee, his heirs or assigns, ALL of the Estate's interest in that certain lot or piece of land situate in the Borough of Camp Hill, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the western side of Circle Place, 69.3 feet South of the southwest corner of Circle Place and Beverly Road; thence southwardly along the western side of Circle Place 60 feet to a point along the line of Lot No. 11, Block F of the hereinafter mentioned Plan of Lots; thence westwardly along the same 140.75 feet to a point on line of Lot No.3, Block F of said Plan; thence northwardly along It I' ~'t tf I G /1 c:. . . satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that She executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Title of Officer I do hereby certify that the precise residence and complete post office address of the within named grantee is 62 Circle Place, Camp Hill, PA 17011 ,2006 Attorney for COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ss. ) RECORDED on this day of the Recorder's Office of the said County, Deed Book . A.D. 20-, in . Vol. . Page Given under my hand and the seal of the said office, the date above written. . Recorder. f , I\t . Tn Parc.1 No. 01-21.0273.268 THIS DEED, MADE THIS ~y of ~/. in the year of our Lord two thousand and six (2006) BETWEEN GLENDA FARNER STRASBAUGH, Register ofWilIs and Clerk of the Orphans Court, by virtue of Order of Court dated August 22, 2006, Grantor, and Stephen R. Myers, Grantee: WHEREAS, CLAIRE E. MYERS, deceased, previously known as CLAIRE O. DE WITTIE, on January 6, 1996, died seised as owner in fee simple of the herein described property; and WHEREAS, the court, by Order dated August 22, 2006, authorized the transfer of thiB real property from the Estate of Claire E. Myers to Stephen R. Myers, her widower and Personal Representative of her EBtate, by deed pursuant to 20 Pa.C.S.A. ~ 3356; and WITNESSETH, that in consideration of ONE ($1.00) DOLLAR, in hand paid, the receipt whereof is hereby acknowledged, the said gran~or does hereby grant and convey to the said grantee, his heirs or assigns, ALL of the Estate's interest in that certain lot or piece of land situate in the Borough of Camp Hill, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the western side of Circle Place, 69.3 feet South of the southwest corner of Circle Place and Beverly Road; thence southwardly along the western side of Circle Place 60 feet to a point along the line of Lot No. 11, Block F of the hereinafter mentioned Plan of Lots; thence westwardly along the same 140.75 feet to a point on line of Lot No.3, Block F of said Plan; thence northwardly along j, (, the same 61.2 feet to a point; thence eastwardly in a line at right angles to Circle Place, 128.6 feet to a point the place of BEGINNING. BEING part of Lots 12 and 13, Block F on Plan of Lots of Beverly Park, said Plan being recorded in Plan Book 3, Page 19, Cumberland County records. Tax map No. 01-21-0273.268. BEING the same premises which Hal M. De Wittie and Claire O. De Wittie, husband and wife, by their deed dated March 16, 1990, and recorded March 29, 1990, in Cumberland County Deed Book Volume M34, Page 92, conveyed unto Claire O. De Wittie, now aIkla Claire E. Myers, deceased. THIS TRANSACTION IS WHOLLY EXEMPT FROM PENNSYLVANIA REALTY TRANSFER TAX SINCE IT IS A TRANSFER FOR NO CONSIDERATION FROM THE ESTATE OF A DECEASED SPOUSE TO THE WIDOWER, WHO IS ALSO THE PERSONAL REPRESENTATIVE AND LAWFUL HEIR OF THE DECEDENT. And the said grantor does hereby covenant and agree that she will warrant Bpecially the property hereby conveyed. IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Delivered in tbe Presence of )~~uU/,h~,J) 1 <:f" ) ) ) ) ) Commonwealth of Pennsylvania ) ) ss. County of Cumberland On this, the JJrJ day of a,u; I~....t- , 2006, before me, the undersigned officer, personally appeared GLENDl FARNER STRASBAUGH, known to me (or L