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Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estat. of Blanche M. Megce
also known 85
d../~ 9 7- "7 S'9
No
John P. Carroll III
Petrtionerls), who Is/ar. 18 years 01 age or older, appIY!les) for'
(COMPLETE 'A' or 'B' BELOW:)
, Deceased
SOClalSeculltyNo 1l.2.09.8I,97A
[]] A Prob.=!e and Grant 01 Letters Testamentary and aver that Petltioner(s) Is/are the execut~ named in tho last Will of
the Oecedent, daled v....n_ 1.<1 /q'Jlo and codlCll(s) dated ;V /1/
State relevant circumstances, e.g.. renunciation. death of executor. etc.
Except as follows. Decedent did not marry. was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was nol the victim of a killing and was never adjudicated incompetent:
D B. Grant of Letters of Administration
(c.t.a.: d.b.n.c.t.a: pendente lite; durante absentia: durante minoritate)
Petitioner<s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationshi
Residence
(COMPLETE IN ALL CASES:) Attach additional sheels if necessary,
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 325 Wesley Drive I
M,6C f-IIW IO~BlA.R6, DI1 . LOltJl?7:;? At..l-EA.f TW P
(list street, number, and m'unicipality)
,19:?2, al Camp Hill
Oecedenl, then ~years of age, died 09/07
Decedent at death owned property with estimated values as follows:
(II domiciled in PAl All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(II not domiciled in PAl Personal property in Counly
Value of real estate in Pennsylvania
(location)
$ /5'3 "SOD.oo
,
$
$
$ (:?
situated as follows:
Wherefore. Petitionerls) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a TO riate form to the undersi ned:
Si nature
John P.
119 Rid
T ed or
Carroll I II
eview Drive
, Mar sville, PA 17053
rinted name and residence
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Prepared by the Pennsylvania Bar Association
Copyright (e) 1996 form software only CPSystems.lnc.
Form RW-l (1991)
\.
21-97-759
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above~namod swear{s) or allirm(s) that the slatements in the 10regOlng pOlltlon are truo
and correct to the best 01 Ihe knowledge and beliel 01 Petiliono~5) and thai, as personal representalive(s) 01
the Decedent, Petitloner{s) will well and truly administer the estate according to law
Sworn to or affirmed and subscribed ~vjl ~
{)
u-
b.l~re me this ~day 01
ML~'JIJVJ 19 (17
, "
~ (I"f!t.l.Lu" DI,,~.LUJ~J.i:'-',
-0 For the Regist.. D; ~;fa-
No, 21-97-759
Oeceased
Estate 01 Blanche M. Me!\ee
Social Security No, 142-09-8497A Date 01 Oealh, 09/07/97
AND NOW,
SEPTEMBER 17 th
, 19 B, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT tS OECREEO Ihat Leuers []] Teslamentary 0 01 Administration
(c.t.a.: d.b.n.c.t.a.: pendente lite: durante absentia: durante minoritate)
are hereby granted to
John P. Carroll III
in the above estate and that the instrument(s) dated
JUNE 24. 1996
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . , . $ 235.00
Short Certiflcate(s), ' lQ $ 36.00
Renunciation. $
Affidavits ( $
Extra Pages ( 10 ), $ 30.00
Codicil. . $
JCP Fee, $ 5.00
Inventory. ",., , $
Olher ' ' ..,..., . $
TOTAL, ..,.... . $ 306.00
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RelJist~r of Wills I
Allorney' James H. Turner
1.0, No' 29928
Address' P _ O. Box 1123
25B North Street
Harrisbur!\. PA 17108
Telephone, 717/232-4551
MAILED LETTERS AND ORDERS TO ATTORNEY 9-18-97
Form RW-1 (1991)
Prepared by the Pennsylvania Bar AssotlaUon copyright (cl 1996 form software only CPSyslemS, lnc,
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SEP I 0 1991
4564349
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No,
COMMONWEALTH OF PEHNSlLYANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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I, Female I, 142 09 8497
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SOClAl. Sf.CUAITY NUM8EA
HAMEOfClCl1lENT(fnL~.1.Ml
l. Blanche M. Megee
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Administrator Communications
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325 Wesley Drive ::=.
,..Mechanicsburg. PA 17055 crt~P1
L'IllrHP"NAWI\f",,~LMlJ
, Leonard McCandless
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Mra. Gertrude M. Carroll
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NAWEAHOADOfItSlOfMCLITY Cremation Society of Pennsylvania
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7
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LAST WILL AND TESTAMENT
OF
BLANCHE M. MEGEE
'''.';';\
I, Blanche M. Megee, domiciled in Pinellas County, Florida,
being of sound mind and memory, declare this to be my Last Will and
Testament, and hereby revoke all previously executed wills and
codicils made by me.
ARTICLE I
My Personal Representative shall pay all my just debts,
funeral expenses, costs of administration, costs of safeguarding
and delivering devises, and other proper charges against my estate
as soon as practicable after my death.
My Personal Representative may, in his or her sole discretion,
pay from my domiciliary estate all or any portion of the cost of
ancillary administration and similar proceedings in other
jurisdictions.
ARTICLE II
I direct that my Personal Representative payout of my
residuary estate, without apportionment, all estate, inheritance,
succession and other taxes (together with any penalty thereof),
assessed by reason of my death imposed by the government of the
United States, or any state or political subdivision thereof, in
respect to all property required to be included in my gross estate
for estate or like death tax purposes by any of such governments,
PAGE
o
~ Th 11\1
OF
whether the property passes under this will or otherwise, including
property over which I have a power of appointment, without
contribution by any recipient of any such property.
ARTICLE III
I devise any property which may be registered or issued in my
name and that of any other person as tenants by the entirety or as
joint tenants with right of survivorship, or is payable to either
co-owner or a survivor of them at the time of my death, unto the
surviving joint owner(s).
ARTICLE IV
I direct that certain devises of tangible personal property,
other than money or property used in trade or business, be
distributed as shown on a sheet which is a "separate writing" under
Florida Statutes. If I make a "separate writing", it shall be
signed and dated and any "separate writing" which is not signed and
dated shall not be valid. If no "separate writing" is found and
properly identified by my Personal Representative within thirty
(30) days after qualification, it shall be ignored. In the event
any of the beneficiaries receiving devises under any "separate
writing" shall predecease me, then the devises shall lapse and the
items shall pass under the provisions of Article VI of this Will.
PAGE
;;2
OF lp
~'\1\ '1'i,
ARTICLE V
I devise all of the Nynex, and Bell Atlantic, and Bell South
Stock which I own at the time of my death to my niece, Margaret
Anne Carroll, of Shermansdale, PA. I devise all of the Arneritec~
SBC (SW Bell) stock which I own at the time of my death to my
niece, Maureen C. Flickinger, of Shermansdale, PA. I devise the
Florida Progress stock which I may own at the time of my death to
my niece, Mildred D. Shropshire, of Ridge Manor, Florida. I devise
the sum of $3,000.00 to my niece, Sister Kathleen Marie, of
Marysville, PA, but only on the condition that it be used for
educational purposes and that none of the funds be distributed to
any church. I devise all of my real estate holdings and their
contents, my car, and all of the AT & T stock, and any spinoffs
from that stock, which I may own at the time of my death to my
nephew, John P. Carroll. I devise the of sum of $l,OOO.OO to
Gertrude M. Carroll, my sister.
In the event any of the aforementioned beneficiaries should
predecease me, or fail to survive me by thirty days, I direct that
such beneficiary's share be distributed pursuant to the provisions
of Article VI of this will.
ARTICLE VI
All the rest, residue and remainder of the property which I
may own at the time of my death, real, personal and mixed, tangible
and intangible, of whatsoever nature and wheresoever situated,
including all property which I may acquire or become entitled to
after the execution of this will, including all lapsed legacies and
PAGE
3
~~\1',
OF
ip
devises or other gifts made by this Will which fail for any reason
(but excluding any property over or concerning which I may have any
power of appointment), I devise to Margaret Anne Carroll, John P.
ARTICLE VII
Carroll, and Maureen C. Flickinger, in equal shares.
In the event any of the aforementioned beneficiaries should
predecease me, or fail to survive me by thirty (30) days, I direct
that such beneficiary's share be distributed to the remaining
beneficiaries in equal shares.
I nominate John P. Carroll, my nephew, as my Personal
Representative and request no bond be required. In the event my
Personal Representative should fail to qualify, I nominate William
Shropshire, my nephew-in-Iaw, as my Personal Representative to also
serve without bond.
My Personal Representative shall have full power and authority
to sell, transfer and convey any property which I may own at the
time of my death, at such time and upon such terms and conditions
as it may determine, and to do every act and thing allowed by law
necessary or appropriate to the complete administration of this
Will.
IN WITNESS WHEREOF, I sign this instrument as my Last Will and
Testament, this -.3J day of June, 1996.
\?Jl Cl.M ~ 'rn. hufJl-
Blanche M. Megee
PAGE
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GENERAL DURABLE FAMILY POWER OF ATTORNEY
1. I, Blanche M. Megee, domiciled in Safety Harbor,
Pinellas, Florida, hereby make, constitute, appoint and by these
presents do make, constitute, and appoint John P. Carroll who is my
nephew, domiciled in Marysville, PA, my true and lawful attorney
for me and in my name, place and stead, and for my use and benefit:
a. To exercise, do, or perform any act, right, power, duty,
or obligation whatsoever that I now have or may acquire the legal
right, power, or capacity to exercise, do, or perform in connection
with, arising out of, or relating to any person, item, thing,
transaction, business property, real or personal, tangible or
intangible, or matter whatsoever.
b. To ask, demand, sue for, recover, collect, receive, and
hold and possess all such sums of money, debts, dues, bonds, notes,
checks, drafts, accounts, deposits, legacies, bequests, devises,
interests, dividends, stock certificates, certificates of deposit,
annuities, pension and retirement benefits, insurance benefits and
proceeds, documents of title, choses in action, personal and real
property, intangible and tangible property and property rights, and
demands whatsoever, liquidated or unliquidated, as are nOl07, or
shall hereafter become, due, owing, payable, owned, or belonging to
me or in which I have or may acquire an interest, and to have, use,
and take all lawful ways and means and legal and equitable
remedies, procedures, and writs in my name for the collection and
recovery thereof, and to compromise, settle, and agree for the
same, and to make, execute and deliver for me in my name all
indorsements, acquittances, releases, receipts, or other sufficient
discharges for the same1
c. To lease, purchase, exchange, and acquire, and to
bargain, contract, and agree for the lease, purchase, exchange, and
acquisition of, and to take, recover, and possess any real or
personal property whatsoever, intangible or tangible, or interest
therein, on such terms and conditions, and under such covenants, as
such attorney in fact shall deem proper;
d. To improve, repair, maintain, manage, insure, rent,
lease, bargain, contract, demise, sell, release, convey, subject to
liens, mortgage, and hypothecate, and in any way or manner deal
with all or any part of any real or personal property intangible
and tangible, whatsoever, or any interest therein, which I now own
or may hereafter acquire, for me and in my name, and under such
terms and conditions, and under such covenants as such attorney
shall deem proper1
e. To engage in and transact any and all lawful business of
whatever nature or kind for me and in my name 1 attorney may deem
necessary or advisable in connection therewith.
f. To ~ign, indorse, make, execute, seal, acknowledge,
deliver, rece~ve, and possess such applications, contracts,
indentures, agreements, options, covenants, deeds, conveyances,
security agreements, bills of sale, leases, aBsignments of lease,
mortgages, hypothecations, assignments, insurance policies, bills
of lading, warehouse receipts, documents of title, bills, bonds,
debentures, checks, drafts, bills of exchange, notes, stock
certificates, proxies, warrants, commercial paper, receipts,
withdrawal receipts and deposit instruments relating to accounts or
deposits in, or certificates of deposit of, banks, savings and
loan, or other institutions or associations, proofs of loss,
evidences of debts, releases, and satisfaction of mortgages,
judgments, liens, security agreements, and other debts and
obligations, and such other instruments in writing of whatever kind
and nature as may be necessary or proper in the exercise of the
rights and powers herein granted; and
g. At my said attorney's discretion, to vote in person or by
proxy upon all the stock or other securities as are now or shall
hereafter be owned by me, to attend and represent me at every class
of corporate meetings, at meeting of stockholders, proprietors,
creditors, and bondholders of any companies or corporations, and at
such other places and times where matters may be discussed which
might concern me, and at them for the rights and interests which
may belong to me as stockholder, bondholder, or in any other
capacity, to present propositions, to oppose what is proposed, to
approve what is discussed, and to protest against those matters and
things which my said attorney considers contrary to my best
interests; to exchange the securities issued by the same, or by any
other corporation or company, at such times and upon such terms and
conditions as my said attorney shall deem proper; to consent to the
reorganization, consolidation, merger, liquidation or dissolution,
readjustment of, or other change in any corporation, company, or
association, or to the sale or lease to any person, corporation, or
company of the property thereof or any portion thereof, any of the
securities or other property of which may at the time be owned by
me, or to the lease by any person, corporation, or company of his
or its property, or any portion thereof, to such corporation or
company; and upon such reorganization, consolidation, merger,
dissolution, sale, or lease, to exchange the securities issued in
connection therewith; to pay all assessments, subscriptions, and
other sums of money as my said attorney may deem expedient for the
protection of my interest as holder of any stocks, bonds, or other
securities for the conversion of same into other securities, or to
take advantage of any rights to subscribe for additional stocks,
bonds, or other securities and to make all necessary payments
therefor; and, in general, to exercise in respect to any securities
the unrestricted rights of a personal owner, including the exercise
of conversion, subscription, purchase, or other options, the
deposit or exchange of securities, voting in persona and granting
proxies, discretionary or otherwise, the entrance into voting
trust, and the making of agreements or subscriptions which my said
megee.poa
2
2. I grant to my attorney in fact full power and authority
to do and perform all and every act and thing whatsoever requisite,
necessary, and proper to be done in the exercise of any of the
rights and powers herein granted, as fully to all intents and
purposes as I might or could do if personally present, hereby
ratifying and confirming all that my attorney in fact shall
lawfully do or cause to be done by virtue of this power of attorney
and the rights and powers herein granted.
3. This instrument is to be construed and interpreted as a
general durable family power of attorney. The enumeration of
specific items, acts, rights, or powers herein does not limit or
restrict, and is not to be construed or interpreted as limiting or
restricting the general powers herein granted to my attorney in
fact. This durable family power of attorney shall not be affected
by my disability or incapacity except as provided by statute.
4. The rights, powers, and authority of my attorney in fact
to exercise any and all the rights and powers herein granted shall
commence and be in full force and effect on the date of the
execution hereof and shall remain in full force and effect
thereafter and shall be binding upon myself, my heirs, devises, and
personal representatives until and unless written revocation hereof
shall have been recorded with the Clerk of the Circuit Court of
Pinellas, Florida, in the official records thereof.
IN WITNESS WH~~OF, the undersigned has hereunto set her hand
and seal on this ~ day of June, 1996.
Signed, sealed, and delivered
in the presence of:
J1J MI Ju, ~, ~~
Blanche M. Megee ?
'1 'iThe foregoing instrument was acknowledged before me this
0< day of June, 1996 by Blanche M. Megee, who is personall~
~nown-~ or who has produced as identificat~on an
who did take an oath.
_...........~._',........-
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"',:n",~,, CARaE: A. LAWI\H1CE
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DECLARATION
Declaration made this ~4 day of June, 1996. I, Blanche M.
Megee, willfully and volunt~make known my desire that my dying
not be artificially prOlonged under the circumstances set forth
below, and I do hereby declare:
If at any time I should have an incurable injury, disease, or
illness certified to be a terminal condition by two (2) physicians
who have personally examined me, one of who shall be my attending
physician, and the physicians have determined that my death will
occur whether or not life-sustaining procedures are utilized and
where the application of life-sustaining procedures would serve
only to artificially prolong the dying process, I direct that such
procedures be withheld or Withdrawn, and that I be permitted to die
naturally with only the administration of medication or the
performance of any medical procedure deemed necessary to provide me
with comfort, care or to alleviate pain.
In the absence of my ability to give directions regarding the
use of such life-prolonging procedures, it is my intention that
this Declaration be honored by my family and physician as the final
expression of my legal right to refuse medical or surgical
treatment and to accept the consequences for such refusal.
I understand the full import of this Declaration, and I am
emotionally and mentally competent to make this Declaration.
~j~ul!~, ~Y:llQ...
Blanche M. Megee 0
32 Stag Run Court
Safety Harbor, FL 34695
I believe the declarant to be of sound mind. I did not sign
the deClarant's signature above for or at the direction of the
declarant. I am at least lB- years of age and am not related to the
declarant by blood or marriage, entitled to any portion of the
estate of the declarant according to the laws of intestate
sUccession of the State of Florida or under any will of the
declarant or codicil thereto, or directly finanCially responsible
for deClarant's medical care. I am not the deClarant's attending
physician, an employee of the attending physician, or an employee
of the health facility in which the declarant is a patient.
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CERTIFICATION OF NOTICE UNDER RULE 5.6/al
Name of Decedent:
Date of Death:
Will No.
TO THE REGISTER:
Blanche M. Megee
September 7, 1997
1997-00759
I certify that notice of beneficial interest required by Rule
5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above captioned estate on September
30, 1997.
Name
John P. Carroll III
Mildred Shropshire
Margaret A. Carroll
Address
119 Ridgeview Drive
Marysville, PA 17053
35136 Whispering Oaks Blvd.
Ridge Manor, FL 33525
7 Valley Ranch Road
Shermansdale, PA 17090
Sr. Kathleen Marie Carroll, RSM
Maureen C. Flickinger
Gertrude M. Carroll
729"B" Valley Street
Marysville, PA 17053
4460 Valley Road
Shermansdale, PA 17090
7 Valley Ranch Road
Shermansdale, PA 17053
Notice has now been given to all persons entitled thereto under
Rule 5.6(a).
Date: 9/30/97
es H. Turner, Esquire
Turner and O'Connell
258 North Street
P.O. Box 1123
Harrisburg, PA 17108
(717) 232-4551
Counsel for personal representative
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TURNER AND O'CONNELL
ATlORNEV5 AT LAW
2~K NORTII STREET
1',0. BOX 112,1
IIAKKISlIlJRCO.I'^ 17111K.1123
TElEPHONE
117.232.455\
JAMES H TUQN(Q
TIM01HV J O.CONNEll
StIHlYJ I(UNI<EL
FAX
711.232-2115
December 4, 1997
Register of Wills
Cumberland County Courthouse
Hanover and High Streets
Carlisle, PA 17013
RE: Estate of Blanche M. Megee
No. 1997-00759
Dear Sir or Madam:
Please find enclosed a check in the amount of
account of the inheritance tax for the above estate.
a receipt in the envelope provided.
$22,500.00 on
Kindly return
Sincerely,
~T~~~
JHT:sf
Enclosure
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF AEVENUr
BUREAU OF INDIVIDUAL TAXES
DEPT 2BOGDI
HARRISBURG. PA 17128-0601
*'
NO. AA 242 520 REV 1152 EX (1I'ge,
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
TURNER & O'CONNELL ATTYS
iOl
$2?!'iOO.00
POBOX 1123
HARRISBURG, PA 17108
FOLD HERE
FOLOHEAE ..
ESTATE INFORMATION:
FILE NUMBER
21-1997-0759
NAME OF DECEDENT (LAST)
MEGEE BLANCHE M
DATE OF PAYMENT
SSN 142-09-8497
(FIRST)
(Mil
12/05/1997
POSTMARK DATE
0/00/0000
COUNTY
$22,500.00
CUMBERLAND
DATE OF DEATH
I q f()7 / 1 997
REMARKSTURNER & 0' CONNELL ATTYS
TOTAL AMOUNT PAID
SEAf:HECK# NONE
I.
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RECEIVED BY ~/ta{.j (, c/;;u,-(~ "oPt!..' i
MARY C. LfiwIS I /;/ /JdJI:j' II
REGISTER OF WILLS/-:?'iIt',)t /J/~) I
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Register of Wills of
County, Pennsylvania
Cumberland
INVENTORY
Estate at
Blanche M. Me!\ee
No
2197-0759
Dale 01 Death
09/07/97
142-09-B497A
also known as
,Deceased Social Security No.
John P. Carroll III
Personal Representative(s) of the above Estate. deceased. verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent. that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
In\lentory. I !We verify that the statements made in this Inventory are true and correct. IflNe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney' James H. Turner
Personal Representative 'k ~
~ .L 11!;; ..,I;;.
Signature, . ....
, ~o P. Carroll III
SIgnature
1.0, No,' 29928
Addres5' P.O. Box 1123
258 North Street
Harrisbur!\, PA 17108
Address' 119 Rid!\eview Drive
Marysvil1e. PA 17053
Telephone, 717 /232 -4551
Telephone, 717/957-4312
Dated:
Description
Various stocks (see attached list)
PNB Interest Checking
Lincoln Benefit Life Company - Annuity
Jewelry - 2 rings 1 watch Appraised value
PNB Money Market Account
PNB Variable rate CD
Republic Bank st. Petersburg, FL Checking Acct.
Value
123,724.l9
6,558.20
28,896.78
785.00
13,097.30
6,765.35
2,325.08
$
(Attach additional sheets if necessary)
Total:
182,151.90
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election 01 the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
CopyrIght (e) 1996 form software only CPSystems.lnc.
FormtlRW..7 (1992)
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
21-97-0759
Blanche M. Megee
SSII 142.09.8497A
09/07/1997
(All .0 e olntl -owned with RI hi 01 Su,vlvorshlp must be disclosed on Schedule F,)
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 468 shares, Common stock, of Southwest
Bell Corporation, at $57 per share. 57 26,676.00
2 10 shares, Common stock. of Echelon
International, at $24.44 per share. 10 244.40
3 240 shares, Common stock, of Arneritech,
at $63.97 per share. 240 15,352.80
4 129 shares, Common stock, of Lucent
Technology, at $B2.53 per share. 129 10.646.37
5 150 shares, Common stock, of Florida
Power now known as Florida Progress,
at $47.03 per share. 75 7,054.50
6 400 shares, Common stock, of AT&T,
at $40.06 per share. 400 16,024.00
7 584 shares, Common stock, of Bell South.
at $44.86 per share: 5B4 26.19B.24
8 282 shares, Common stock, Bell Atlantic
Corporation at $76.34 per share. 122.B8 21,527.B8
$ 123.724.19
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
'fEAR
NUMBER
FOR OATES OF DEATH AFTER 12131/91 CHECK HERE
IF A SPOUSAL
P II RTV IT I AI
FILE NUMBEH
REV.1S00EX +(7.94)
2. Supplemental Return
4a. Future Interest Compromise
(for dale. of death alter 12-12-82)
[]] 6. Decedent Died Testate 0 7. Oecedent Maintained a Living Trust
(Attach copy of Will) (Attach a copy of Trust)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~ 2 NAME COMPLETE MAILING ADDRESS
R D Shell J. Kunkel Turner & O' Connell
~ ~ TECEPHONENUMBER 258 North Street
_ T 717 232.4551 Harrisbur PA 17101
1. Real Estate (Schedule A) 1 None
2. Slocksand Bonds (Schedule B) (2) 123,724.19
3. Closely Held Slock/Pannership Interest (Schedule C) (3) None
4. Mongages and Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Propeny (Sch, E) (5) 36.239. 9B
6. Jointly Owned Propeny (Schedule F) (6) 2.325.08
7. Transfers (Schedule G) (Schedule L) (7) 19,862.65
8. Total Gross Assets (tolal Lines 1.7)
9. Funeral Expenses, Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgage Liabilities. Liens (Schedule t)
11. Tolal Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15. Spousal Transfers (for dates of death after 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amount of Line 14 taxable at 6% rate
(Include values Irom Schedule K or Schedule M,)
17. Amount of Line 14 taxable at 15% rate
(Include values from Schedule K or Schedule M.)
18. Principal tax due (Add tax frorn Line 15. 16 and 17.)
19. Credits/Sp Poverty Prior Payments Discount
. 22,500.00. 1 ,245 .49
20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT.
~ 0 Check here if you are requestin a refund of your overpayment.
21. If Line 18 is greater than Line 19. enter the difference on Line 21. This is the TAX DUE.
A. Enter the interest on the balance due on Line 21A.
B. Enter the lotal 01 Line 21 and 21A on Line 21B, This is the BALANCE DUE.
Make Check pa able to: Re ister of Wills. A enl
.. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Under penallles 0 perJury. I declare that I have examined this return. ncludlng accompanying schedules and statements, and 10 the best 01 my knowledge and belief. II Is true.
correct and complete. I declare that all real estate has been reporled at true market value. DeclaratJon of preparer other than the personal representative Is based on al1lnlormallon of
which preparef has art( knowlodge.
CAB
H P L
E P 0
C R C
K 0 K
P S
21.97.0759
COUNTY CODE
DECEDENT'S COMPLETE ADDRESS
325 Wesloy Drlve
Mechanlcsburg. PA
D
E
C
E
D
E
N
T
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Me ee Blanche M.
SOCIAL SECURITY NUMBER
1/.2-09-8497A
DATE OF BIRTH
08/15/1913
17055
DATE OF DEATH
09/07/1997
County Cumber land
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST ,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
AMOUNT RECEIVED(SEE INSTRUCTIONS)
0.00
RemaInder Return
(lor dares of death prior to '2-1J~82)
Federal Estate Tax Return Required
Total Number of Sale Deposit BOKes
X 1. Original Relurn
4. Limited Estate
o 5.
o 8,
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(8)
1B2,151.90
(9)
13.853.45
2,232.51
(10)
16.085.96
166.065.94
(11)
(12)
(13)
(14)
166,065.94
(15)
0.00 X
0.00
=
(16)
0.00 X ,06 =
0.00
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
166,065.94 X ,15 =
24.909.89
(18)
24,909.89
Interest
(19)
(20)
23,745.49
0.00
(21)
(21A)
(21B)
1.164.40
0.00
1.164.40
John P. Carroll
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Mar svi11e, PA 17053
Turner & O'Connell
258 North Street
Harris-l:ic'':- -;- PA -- iii6f. - - - -. -. - - - - -.. --- - - - -. - --
0,//5'_ 9 f
DATE
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(0 -~ . 10-
Form 1500 (Rev. 7-904)
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Act #48 011994 provides lor Ine reduction 01 the tax rates Imposed on the net value 01 transfers to or for
the use 01 the spouse. The rates as prescribed by the statute wlll be:
03% (.03) will be applicable lor estates 01 decedents dying on or alter 7/1/94 and belore 1/1/96
02% (.02) wlll be applicable lor estates of decedents dying on or alter 1/1/96 and belore 1/1/97
01% (.01) wlll be applicable for estates of decedents dying on or alter 1/1/97 and before 1/1/98
o Spousal transfers occurring on or alter 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a trDnsfer and:
a. relain the use or income of the property transferred., . . . . .
b. relain the right to designate who shall use the property transferred or its income.
c. retain a reversionary interest; or . . . . . . . .
d. receive the promise for life of either payments. benefits or care? . . . . . . . . . . .
2. If death occurred on or before December 12. 1982. did decedent within two years preceding death
transfer property without receiving adequate consideration? If death occurred after December 12.
1982. did decedent transfer property within one year of death without receiving adequate
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . . . . .
3. Did decedent own an 'in trust for' bank account at his or her death? . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
x
x
x
x
x
x
l
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Copyright (c) 1994 form softw~r. only CPSystems, Inc,
Form 1500 (Rev. 7.94)
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REV. 1503 EX + (4~86)
cO"~N,'rrm4\,O{~lo~~jhY'NI'
ESTATE OF
SCHEDULE B
STOCKS AND BONOS
Blanche M. Megee
5511 142-09-8497A
09/07/1997
must be disclosed on Schedule F,)
DESCRIPTION
468 shares, Common stock, of Southwest
Bell Corporation. at $57 per share.
2 10 shares, common stock, of Echelon
International, at $24.44 per share.
3 240 shares, Common stock, of Ameritech,
at $63.97 per share.
4 129 shares, Common stock, of Lucent
Technolcgy, at $82.53 per share.
5 150 shares, Common stock, of Florida
power now known as Florida Progress,
at $47.03 per share.
6 400 shares, Common stock, of AT&T,
at $40.06 per share.
7 5B4 shares, Common stock, of Bell South,
at $44.86 per share.
8 2B2 shares, Common stock, Bell Atlantic
Corporation at $76.34 per share.
TOTAL (Also enter on line 2. Recapitulation)
(If more space is needed. insert additional sheets of same size.)
CopyrIght (c:) 1994 tormsoftware only CPSystoms,lnc.
FILE NUMBER
21-97-0759
VALUE AT OATE
OF OEATH
57 26,676.00
10 2/.4.40
240 15,352.BO
129 10,646.37
75 7,054.50
400 16,024.00
584 26,198.24
122.88 21,527.88
$ 123,724.19
Form 1500 Schedule B (Rov. 4-86)
. .
REV. 1508 EX + (2.87)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
CO"'\"NI1~~bOft&W~/hY'NI'
ESTATE OF
SS# 142-09-8497A 09/07/1997
Blanche M. Megee
must be disclosed on Schedule F)
(All pro erty olntly-owned with RI hI of Survlvor.hi
ITEM
NUMBER
1
DESCRIPTION
Pennsylvania National Bank
One Keystone Plaza
Front and Market Streets
Harrisburg, PA 17105.2053
Interest Checking Account # 2B105435
2
Lincoln Benefit Life Company
Lincoln Benefit Life Center
Lincoln, NE 68501-0469
Policy # CA008422
Annui ty policy
3
4
5
One lady's 14K yellow gold diamond engagement ring
One lady's 18K white gold diamond engagement ring
One lady's 14K white gold Hamilton dress watch
TOTAL (Also enter on line 5, Recapitulation)
(Attach additional a 112~ x 11" sheets if more space is needed.)
CopyrIght (e) 1994 form software only CPSystems, Inc.
Ploase Print or T 0
FILE NUMBER
21.97.0759
VALUE AT DATE
OF DEATH
6.558.20
28,B96.78
345.00
195.00
245.00
$ 36,239.98
Form 1500 Schedule E (Rev. 2.87)
REV. 1509 EX + (1Z.88)
cO"'l1.m~Jl4\WjW,Whi"NI'
ESTATE OF
Blanche M. Megee
SCHEDULE F
JOINTLY-OWNED PROPERTY
SS# 142-09-B497A
09/07/1997
FILE NUMBER
21-97-0759
Joint tenanl(.):
A.
NAME
Gertrude M. Carroll
RELATIONSHIP TO DECEDENT
sister
ADORESS
7 Valley Ranch Road
Shermansdale, PA 17053
B.
C.
Jointly-owned property:
LETTER OATE TOTAL VALUE DECD'S DOLLAR VALUE OF
ITEM FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET % INT. DECEDENT INTEREST
TENANT JOINT
1 A 11/01/77 Republic Bank 0.00
/ / 111 2nd Avenue, N.E. 0.00
/ / St. Petersburg, FL 33701
Checking Account 4,650.16 50.00% 2,325.08
/ /
0.00
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed, insert additional sheels of same size.)
Copyrlghl(c) 1994 formsoflware only CPSystems,lnc,
2,325.08
Form 1500 Schedule F (RflV, 1Z~88)
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cO"'~N'11lm:%'V~~r1YANIA
ESTATE OF
SCHEDULE G
TRANSFERS
Please Print or T e
FILE NUMBER
21-97-0759
Blanche M. Megee SS# l42-09-8497A 09/07/1997
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES.
ITEM OESCRIPTlON OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER Include name of I"e lrlnsferee,lhelr OF ASSET % INT. DECEDENT INTEREST
"llllon'hl';'-IO decedent. dlle of Irlnsfer.
1 Pennsylvania National Bank
One Keystone Plaza
P.O. Box 2053
Harr isburg, PA 17105-2053
Money Market Account 3.000.00 16.097.30 LOO.OOr. 13 ,097.30
transferred to nephew,
John P. Carroll, I II on 0.00
2/10/97
2 Pennsylvania National Bank
Variable Rate CD transferred
to nephew, John P. Carroll I II
on 2/07/97 6,765.35 00.00r. 6,765.35
TOTAL (Also entor on line 7, Recapitulalion) 19,862.65
(If more space is needed, insert additional sheets of same size.)
Copyrlghl (c) 199-4 form softwlre only CPSyslems, Inc,
Form 1500 Schedule G (Rev, 2-87)
'.^"-....:w., ..,.-..~
REV. 1S11 EX. (7.88)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COM~Nm~4\,'1t~~jhYANIA
ESTATE OF
Blanche
ITEM
NUMBER
A.
B.
1.
c.
M. Me ee
SS# 142-09-8497A
09 07 1997
Pl.... P,lnt or T e
FILE NUMBER
21-97-0759
AMOUNT
972.00
585.00
260.69
6,500.00
5,000.00
235.00
70.86
60.00
36.00
35.00
30.00
68.90
$ 13 ,B53 .45
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed. Insert additional sheets of same size.)
Copyright (e) 1994 form software only CPSystems.lne,
~. ,.1'-""
DESCRIPTION
1
Funeral Expen!es:
Cremation Society of Central Pennsylvania
cremation expenses, urn, advertisements and
death certificates
South Jersey Monuments -
granite monument
The Coach Room - funeral luncheon
Bridgetown, New Jersey
2
3
Admlnlstrallve Costs:
Personal Representative Commissions
Social Security Number 01 Personal Representative: 198.30 -4503
Year Commissions paid
2.
Attorney Fees
Turner & O'Connell
3.
Family Exemption
Claimant
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Relationship
4.
Probate Fees
Register of Wills
1
2
3
4
5
6
Miscellaneous Expenses:
The Carlisle Sentinel-advertisement of letters
The Cumberland Law Journal _advertisement of estate
Register of Wills short certificates
Register of Wills - extra page fee and JCP fee
Register of Wills - additional short certificates
Joseph James Jewelers - appraisal performed on
2 rings and 1 wristwatch
Form 1S00Sehedule H(Ae.... 7-88)
REV - 151Z EX. (1.9J)
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES AND LIENS
Pi.... Print 01 T .
FILE NUMBER
21-97-0759
COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX ETURN
RESIDENT DECi DENT
ESTATE OF
Blanche M. Megee
SS# l42-09-8497A
09/07/1997
ITEM
NUMBER
1
DESCRIPTION
Bell Atlantic - final telephone bill for decedent's
phone at nursing home
Alert Pharmacy at Bethany - pharmacy charges for
decedent's prescriptions
Pinnacle Health Home Infusion - medical bill relating
to prescriptions from 6-2-97 through 6-30-97
Bethany Retirement Center - final room expense
AMOUNT
34.14
2
321. 82
3
690.55
1,186.00
4
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed. insert additional sheets of same size.)
,5.i~~, . Copyright (c) 1994 form software only CPSystems,lnc.
~~l~ 'j/!.'~':r.~J.'::F.;.{.\,;; ~.".,.;~~7~:-_~~-;,r.:-:-,"t'
$ 2,232.51
Form 1500 Schedule I(Rev.'.93)
CO"'~N'i1~%ot~'ti!~r'JANIA
ESTATE OF
REV. \513 EX. 12-87)
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-97.0759
SSII l42-09-8497A
09 07 1997
AMOUNT OR
SHARE OF ESTATE
Blanche M. Me ee
ITEM
NUMBER
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1
A. Taxable Bequests;
Gertrude M. Carroll
7 Valley Ranch Road
Shermansdale, PA 17090-9549
Sister Kathleen Marie Carroll, RSM
729 B Valley Street
Marysville, PA 17053
Margaret Anne Carroll
7 Valley Ranch Road
Shermansdale, PA 17090-9549
Maureen C. Flickinger
4460 Valley Road
Shermansdale, PA 17090-9503
Mildred D. Shropshire
35136 Whispering Oaks Blvd.
Ridge Manor, FL 33525
John P. Carroll
119 Ridgeview Drive
Marysville, PA 17053
Nephew
Sister
3,325.08
2
3,000.00
Niece
3
47,726.12
Niece
4
42,028.80
Niece
5
7,298.90
Niece
6
46,533.02
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charitable and Governmental Bequests:
$
0.00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(If more space is needed. insert additional sheets 01 same size.)
Copyright (c) 1994 form software only CPsyslems. Inc.
Form 1500 Schedule J (Re.... 2.87)
,
whether the property passes under this will or otherwise, including
propert}' over which I hav~ a power of appointment, without
contribution by any recipient of any such property.
ARTICLE III
I devise any property which may be registered or issued in my
name and that of any other person as tenants by the entirety or as
joint tenants with right of survivorship, or is payable to either
co-owner or a survivor of them at the time of my death, unto the
surviving joint owner(s).
ARTICLE IV
I direct that certain devises of tangible personal property,
other than money or property used in trade or business, be
distributed as shown on a sheet which is a "separate writing" under
Florida Statutes. If I make a "separate writing", it shall be
signed and dated and any "separate writing" which is not signed and
dated shall not be valid. If no "separate writing" is found and
properly identified by my Personal Representative within thirty
(30) days after qualification, it shall be ignored. In the event
,any of the beneficiaries receiving devises under any "separate
writing" shall predecease me" then the devises shall lapse and the
items shall pass underthe"provisions of Article VI of this wilL
.. l. . ~
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ARTICLE V
I devise all of the Nynex, and Bell Atlantic, and Bell South
Stock which I own at the time of my death to my niece, Margaret
Anne Carroll, of Shermansdale, PA. I devise all of the Ameritec~
SBC (SW Bell) stock which I own at the time of my death to my
niece, Maureen C. Flickinger, of Shermansdale, PA. I devise the
Florida Progress stock which I may own at the time of my death to
my niece, Mildred D. Shropshire, of Ridge Manor, Florida. I devise
the sum of $3,000.00 to my niece, sister Kathleen Marie, of
Marysvi11e, PA, but only on the condition that it be used for
educational purposes and that none of the funds be distributed to
any church.
I devise all of my real estate holdings and their
contents, my car, and all of the AT & T stock, and any spinoffs
from that stock, which I may own at the time of my death to my
nephew, John P. Carroll. I devise the of sum of $1,000.00 to
Ger~rude M. Carroll, my sister.
In the event any of the aforementioned beneficiaries should
predecease me, or fail to survive me by thirty days, I direct that
such beneficiary's share be distributed pursuant to the provisions
of Article VI of this will.
ARTICLE VI
All the rest, residue and remainder of the property which I
may own at the time of my death, real, personal and mixed, tangible
and intangible, of whatsoever nature and' ..wh'eI:eSoever situated,
inclUding all property which I may acquire or become entitled to
after the execution of this will, including all lapsed legacies and
PAGE 3
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devises or other gifts made by this Will which fail for any reaspn
(but excluding any property over or concerning which I may have any
power of appointment), I devise to Margaret Anne Carroll, John P.
Carroll, and Maureen C. Flickinger, in equal shares.
In the event any of the aforementioned beneficiaries should
predecease me, or fail to survive me by thirty (30) days, I direct
that such beneficiary's share be distributed to the remaining
beneficiaries in equal shares.
ARTICLE VII
I nominate John P. Carroll, my nephew, as my Personal
Representative and request no bond be required. In the event my
Personal Representative should fail to qualify, I nominate William
Shropshire, my nephew-in-law, as my Personal Representative to also
serve without bond.
My Personal Representative shall have full power and authority
to sell, transfer and convey any property which I may own at the
time of my death, at such time and upon such terms and conditions
as it may determine, and to do every act and thing allowed by law
necessary or appropriate to the complete administration of this
Will.
IN WITNESS WHEREOF, I sign this instrument as my Last Will and
'Testament, this -.3.J day of June, 1996.
R\> CWI ~ \n. ltv-.~
Blanche M. Megee
PAGE
q OF f.o
"hll\T)
FOLOHERE
COMMONWEALrH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF tNOIVIDUAL TAXES
DEPT,280601
HARRISBURG. PA 17128.0601
RECEIVED FROM:
I
JOHN P CARROLL
C/O TURNER ,.. 0' CONNELL
258 NORTH STREET
HARRISBURG" PA 17101
ESTATE INFORMATION:
FILE NUMBER
~ -. .., ~.
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
*'
NO.AA 270170
REV.l!62 EX (11.90)
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
1 ell
fl:.l. 12" {'CI
M
42-09-8497
(FIRST) (MI)
~
CUMBERLAND
DATE OF DEATH
REMARKS JOHN PO' CONNEll
SEAfHECKI* NONE
TOTAL AMOUNT PAID
$ 1 . 164. 40
DO
REGISTEn OF WILLS
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~JC,.d FOR r.ALCULA TION OF ADDITIONAL INTEREST.
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 260601
HARRISBURG, PA 1712&.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~*
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
uw-I"'U ,,, ,"-",
SHELL V J KUNKEL
TURNER AND OCONNELL
25B NORTH ST
HARRISBURG PA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-17-199B
MEGEE
09-07-1997
21 97-0759
CUMBERLAND
101
BLANCHE
Allount Re..itt.d
--]
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 ......
ifiy:i54j-eiDiiiji-roij:97Y-tifjfiCniF-YNHEiiiTANCrfAX-APPRAiseMEti'f;-jLLOWANCnii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEGEE BLANCHE M FILE NO. 21 97-0759 ACN 101 DATE 08-17-1998
TAX RETURN liAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISche~ule A) II)
2. stocks and Bonds (Schedule B) (2)
3. Closely Held stock/Partnership Interest (Sehedule CJ (3)
4. Mortgages/Hotes Receivable (Schedule D) (4)
s. Cash/Bank Deposits/Hisc. Personal Property (Schedule EI (5)
6. JointlY Owned Property (Schedule f) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
) CHANGED
NOTE: To insure proper
credit to your account,
subMit the upper portion
of this form with your
tax paYllent.
.00
123.724.19
.00
.00
36.239.98
2.325.08
19 .B62 .65
(8)
182,151. 90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Dobts/Hortgage Liabilities/Liens (Schodule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GOVernMental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
13,B53.45
2.232.51
(11)
(12)
(13)
(14)
,;; .nRJi q,;
166,065.94
.00
166,065.94
(9)
(10)
(Schedule J)
If an assessment was issued previously, lines 14. 15 and/or 16. 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
.00 X .00=
.00 X .06=
166,065.94 X .15=
(18)
.00
.00
24,909.89
24,909.89
TAX CREDITS:
PAYHENT
DATE
12-05-1997
06-05-199B
DISCOUNT 1+)
INTEREST/PEN PAID (-)
1,lB4.21
.00
AHOUNT PAID
22,500.00
1.164.40
RECEIPT
NUHBER
AA242520
AA270110
INTEREST IS CHARGED THROUGH 09-01-199B
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
24,84B.61
61. 28
1.30
62.58
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
M
RESERVATION:
PIJRPO$E OF
NOTICE:
PAVMEHT:
REFUND (CR):
OBJECTlOH$:
ADHIN
ISTRATIVE
CORRECTIONS :
DISCOUNT:
PEN.\LTY:
IHTEREST:
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E.t.t~. of docRdent. dying on or before Dece.ber 12, 1982 -- If any future Interest in the e.t.te 1. transferred
In pos.e.sion or enjoyant to Cl.s. B (collater.U beneficlarie. of the cktc4KIltOt after the expln~tion of MY ..tate for
Ilf. or for years, the Cu..onwealth hereby Qxpr.ssly re..rve. the riGht to appr.ise and ...... transfer Inheritance Taxe.
at th. lawful Class B (coll.teral) rate on any such future interest.
To fulfill the requlre.ents of Section 2140 of the Inheritance end Estat. Tax Act, Act 21 of 1995. (72 P.S.
Section 9140).
Detach the top portion of this Notice and sub.it with your payeent to the Regist.r of Wills printed on the r.v.rs. side.
--Mak. check or soney ord.r payable to: REGISTER OF MILLS, AGENT
A refund of . tax credit, which w.s not requested on the T.x Return, aay be request.d by cQtlPI.Ung .n "Appllcation
for Refund of P9nnsylvanla Inheritance and Estat. Tax" IREV-1313). Applications are available at the Office
of the Reabter of WUla, any of the 23 Revenue Distl"'1ct Offices, or by calUng the special 24-hour
answering service nueber. for foras ordering: In Pennsylv.nia 1-800-362-2050, outside Pennsylvania and
within local Harrisburg area (717) 787-8094, Toot (717) 772-2252 (Hearing Iapaired Only).
Any party In int.r.st not satisfi.d with the appr.is...nt, .llowanc. or dis.llowanc. of deduction', or .....s..nt
of tax (including discount or int.rest) as shown on this Notice ~st Object within sixty (60) days of r.celpt of
this NoHce by:
--.,rltt.n protest to tho PA Depart.ent of Rev.nue, Board of App.als, Dapt. 281021, Harrisburg, PA 17128-1021, OR
--election to hava the .atter d.ter.ined at audit of the account of the p.r.onal representative, OR
--appeal to the Orphans. Court.
Factual errors discovered on this asses$lont should be addr.ssed in writing to: PA D.part..nt of Revenue,
BureaU of Individual Tax.s, ATlN: Post Assess.ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Se. page 5 of the booklet "Instructions for Inheritance Tax R.turn for a Resident
Decedentft (REV-IS0l) for en explanation of adalnistrativelY correctehle errors.
If any tax dug is paid .,ithln thr.e (3) calandar aonths after the decedent'. death, a five p.rcent (SZ) discount of
the tax paid Is allow.d.
The 15% tax aanesty non-participation penalty i. coeputed on the total of the tax and Int.rest a.sessed, end not
paid before January 18, 1996, the flr.t day after the end of the tax sanesty periOd. Thi. non-particlpatiorl
penalty is app8Bleble In the slIIIe umer and in the the sue ti.e period .s YOIl would appeal the tax and inter.st
that has been as....ed a. indicat.d on this ootic8.
Interest is charged beginning with first day of d.Unquency, or nine (9) aonths and one (1) day froe the date of
death, to the date of pays.nt. Taxes which becaae delinquent before January 1, 1982 bear inter..t at the rate of
six (6%) percent per annua calculatad at a dally rate of .000164. All taxe. which becaae delinquent on and Bfter
January 1, 1982 NIll be.r int.re.t at a rate which will vary fro. calendar year to calendar year .,Ith that rate
~ad by the PA Depart.ent of Revenu.. Tho applicable inter.st rates for 1982 through 1998 .re:
~ Inter..t Rate D.ily Interest Factor :!!!! IntDrlfst Rate Dally Inter.st Factor
1982 20:t.: .000548 1987 9% .000247
1983 16% .000436 1988-1991 11% .000301
,.84 11% .000301 1992 9% .000247
1985 13% .000356 1993.1994 n .000192
1986 10% .000274 1995-1998 97- .000247
--Interest is calculated os follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice i.sued after the tax beco.e. delinquent will reflect an Inter.st calculation to fift.en (15) days
beyond the date of the .ss....ont. If payaont is sade after the Intenst co.putat1on date .holfl'1 c.n the
Hotlce, additional intor.st .ust be calculated.
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ESTATE INFORMATION:
FilE NUMBER
~ 1-1 <;><;>7-.07<;<;> RRN 1 4~-()<;>-R497
NAME OF DECEDENT (LAST) (FIRST) (Mil
MFRFF RI ANr.HF M
DATE OF PAYMENT
A 1~4 II <;><;>R
POSTMARK DATE
0/00/0000
COUNTY
rIIMRt='RI ANn
DATE OF DEATH
REMARKS JOHN P CARROLL I I I
C/O TURNER & O'CONNELL
SEAtr:HECK# 326
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARF~ls[]unG PA 17128-0601
RECEIVED FROM:
I
KUNKEL SHELLY J
POBOX 1123
258 NORTH STREET
HARRISBURG, PA 17108
fOlD HERE
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
*.~'
:11
-. .
NO. AA 296 576 REV"'lE""."1
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
'01
ckJ..P ~~
.
FOLD HERE
TOTAL AMOUNT PAID
$62.58
Rt:GiSTEn OF WILl.S
/i' ,', ;;00
RECEIVED BY ~ ',' ( . J . ~). '-'.,.~V
MARY C .LI;: S ' Ii J/ / /O'Jl:J
REGISTER, WI LLs/.I-11/.f,/J X/f"l
I-
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA l712&.0601
IIY.IU7 U'" UJ.".
SHELLY J KUNKEL
TURNER AND OCONNELL
258 NORTH ST
HARRISBURG PA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-28-1996
MEGEE
09-07-1997
21 97-0759
CUMBERLAND
101
BLANCHE
M
Allount Re"itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, ~ublllt the upper portion of this forn with your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
ifiy:i(;O.n:X-"FP-fii3=97r-----.iiii-iilHERITANCE-;:iiiCsi.'iifEHEN;:-OF-ilcCOliilf--ii..---------------------
ESTATE OF MEGEE BLANCHE M FILE NO. 21 97-0759 ACN 101 DATE 09-28-1996
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-10-1996
24,909.89
PRINCIPAL TAX DUE:.
_.__R________.H___H______.__H.
PAYMENTS CTAX CREDITS):
PAVMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-05-1997 AA242520 1,164.21 22,500.00
06-05-1998 AA270170 .00 1, 164 .40
08-24-1996 AA296576 1.18- 62.56
TOTAL TAX CREDIT
24,910.01
BALANCE OF TAX DUE
.12CR
INTEREST AND PEN.
.00
.12CR
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAvttEHT:
Detach the top po~tlon of this Notice and subalt with your peyeent .ade payabie to the naMe and address
printed on tho rever.. side.
If RESIDENT DECEDENT uke check or soney o~der payable to: REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .ake check or .oney order payable to: COHMONWEALTH OF PENNSVLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Roturn, .ay be requested by co.pletlng an
"Application for Refund of PennsYlvania Inheritance and Estate Tax" IREV-1313). Applications are avaUable at
the Office of the Register of Wills, any of the 23 Revenue District Offices or fro. tho Depart.ent"s 24-hour
anBNoring service nuabers for fores ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania
and within local Harrisburg area (717) 787-8094, TOOt (717) 772-2252 (Haarins Iapaired only).
REPLY TO:
DISCOUNT :
PENAL TV:
INTEREST:
Questions ragarding errors contained on this notice should be addressed to: PA Depart.ent of Revenue, BureaU
of Individual Taxas, ATTN: Post Assess.ent Review Unit, Dept. 280601. Harrisburg, PA 17128-0601, phone
(717) 787-6505.
If any tax due is paid within three (3) calendar sonths after the decadent's death, a five percent (51.) discount
of the tax paid is allowed.
Tho 151. tax aanesty non-participation penalty is coaputed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty period.
Interest is chergad boglnning Mith first day of delinquency, or nine (9) .onths and one (1) day fros the date of
death, to the date of paysent. Texes which beca.o dollnquent bofora January 1, 1982 bear interest at the rate of
six (61.) percent per annUM calculated ut a duily fete of .000164. All texes which bece.e delinquent on and after
January 1, 1982 will bear interest at e rate which will vary fros calendar year to calandar year with that rate
announced by the PA Depart.ent of Revanue. The applicable intorest rates for 1982 through 1998 are:
Year
Interest Rate Daily Interest Fector
Vear
Inter~st Rate
Deily Interest factor
1982 201- .000548 1987 91. .000247
1983 161. .000438 1988-1991 111- .000301
1984 111- .000301 1992 91. .000247
1985 131. .000356 1993-1994 n .000192
1.86 101- .000274 1995-1998 9Y. .000247
~-Interest is calculated o. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotica issued after the tax baco.es delinquent will reflact an interest calculation to fifteen (15) d5YS
beyond the date of the assess.ent. If pay.ent is eade after tha Interest co.putation date shown on the
Notice, additional Interest sust be calculated.
'- -
STATUS REPORT UNDER RULE 6.12
;)1- 17-07C;-1
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No ..........
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: l'u~v Iqq'l
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
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
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:~
~. "- C'v.t~
Sig~~~ '0 .
Shelly' J. j( u..,l:::u..
Name (P1ease type or prLnt)
$6' tJo..-!h 5"trtrz..6 J.J.t.,. fA- 171<J1
Address -'-'9
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Personal Representative
(MAH: rmf/ AM3)
~ Counsel for personal
representative
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"SCHEDULE A"
468 Shares Southwest Bell Corporation
Common Stock
$26,676.00
10 Shares Echelon International
Common Stock
$244.40
240 Shares Ameritech
Common Stock
$15,352.80
129 Shares Lucent Technologies
Common Stock
$10,646.37
150 Florida Power
Common Stock
$7,054.50
400 Shares AT&T
Common Stock
$16,024.00
584 Bell South
Common Stock
$26,198.24
282 Bell Atlantic
Common Stock
$21,527.88
Pennsylvania National Bank
Checking Account
Lincoln Benefit Life company Annuity
$6,558.20
14K Yellow Gold Diamond Engagement Ring
18K White Gold Diamond Engagement Ring
14K White Gold Hamilton Dress Watch
$28,896.78
$345.00
$195.00
$2.45.00
1/2 interest Republican Bank
Checking Account
Pennsylvania National Bank
Money Market Account
$2,325.08
$13,097.30
Pennsylvania National Bank
Variable Rate CD
$6,765.35
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IN THE MATTER OF
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
THE ESTATE OF
BLANCHE M. MEGEE
NO. 1997-0759
STATUS REPORT UNDER RULE 6.12
REGISTER OF WILLS OF CUMBERLAND COUNTY
Status Report
No. 1997-0759
Name of Decedent:
Social Security Number:
Date of Death:
Name of Personal Representative:
Capacity
Blanche M. Megee
142 09 8497
September 7, 1997
John P. Carroll III
Executor
Is the administration of the estate complete? Yes
An account was stated to the parties in interest and
the parties r.eleased the personal representatives.
I certify under penalty of perjury that the foregoing information
is correct to the best of my knowledge, information and belief.
~fC\IU46<P
shellyld!KUnkel, Esquire
Turner and O'Connell
258 North Street
P.O. Box 1123
Harrisburg, PA 17108
(717) 232-4551
Date: 4/24/2000
Attorney for Estate
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