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1Ea6t NUl attb Qfe~tamtttt
OF
EVELYN M. MYERS
I, EVELYN M. MYERS, of Hampden Township, Cumberland county,
pennsylvania, make, publish and declare this to be my Last will
and Testament, hereby revoking any and all Wills and Codicils
heretofore made by me.
1. I direct that all transfer, estate, inheritance, succes-
sion and other death taxes which shall become payable by reason of
my death, whether in respect of property passing under this will or
otherwise, shall be paid out of my estate as an administration ex-
pense, without apportionment.
2. I give and bequeath to my daughter, Virginia M. Meloy, of
poland, Ohio, my silver tea and coffee service and silver flatware
of D'Orleans pattern by Toule, which were my mother's wedding
gifts to me and which, upon the birth of Virginia, my mother said
she wished me to give to Virginia as a gift from her grandmother,
my diamond engagement ring, my wedding ring, my yellow gold diamond
cluster ring that was my mother's, and my diamond circle in which
are set the diamonds from my mother's diamond D.A.R. pin. I consider
these bequests to be from my mother to my daughter, Virginia.
Icalso give and bequeath to my daughter, virginia, all my
books, documents and papers pertaining to my family.
These bequests shall not be taken into consideration in
any way in the equalization of the shares of my children in my
other personal effects and household goods as hereinafter directed.
3. I give and bequeath to my husband, Robert L. Myers, Jr.,
for his personal use and enjoyment so long as he may live or wish
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to have them, such items of my household goods, furniture and
furnishings and equipment as he may choose.
4. I give and bequeath the remainder of my jewelry, clothing
and other personal effects intended for my own personal use and
enjoyment, to my daughter and daughters-in-law to be divided among
them on as nearly equal basis as possible. If they are not able
to agree upon such division themselves, the Executor of this will
shall make such division, taking into consideration as much as
possible the wishes of said legatees.
5. My husband and I have agreed that upon my death, our
household furniture, furnishings and equipment, shall be distrib-
uted among our children, subject, however, to his right to have
for his personal use and enjoyment, so long as he may live or wish
to have them, such items as he may choose. I therefore, give and
bequeath such property to our children as follows:
A. To my daughter, Virginia M. Meloy, the following:
the dining room table and eight chairs, the gold Adam mirror in
the living room, the English chest of drawers now at the left of
the fireplace in the living room, the miniature picture of myself
and the candle snuffer on that chest, the two gold French mirrors
above the fire place in the living room, the framed china plates
in the living room, the smaller butler's tray in the living room,
the butler's tray and stand in the dining room, the portrait of
"King", the crystal and silver center piece on the dining room
table and the plateau under it, the furniture in my bedroom, the
inlaid drop leaf table at the end of the davenport in the living
room and the square bottom silver candle sticks with prisms and
square bobeches.
B. To my son, Robert L. Myers, III, the following: the
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breakfront in the dining room, the two alabaster lamps in the
living room, the cane chair and two chairs (upholstered to match
his dining room suite) in the living room, the two silver and
crystal containers for stone fruit on the "Maryland piece" in the
living room, the silver muffin box in the living room, the "Maryland'
piece (purchased at the Eisert sale) in the living room, the china
service plates decorated with chrysanthemums in the breakfront,
and the larger butler's tray in the living room;
c. To my son, Edward H. Myers, the following: the
American chest of drawers in the dining room and the knife box,
containing old English silver, together with the silver contained
therein;
D. All stone fruit, chinaware, silverware, glass and
crystal and other tableware, not otherwise disposed of, shall be
distributed among our children equally to be divided among them as
they may agree. If they are not able to agree upon such division
themselves, the Executor of this Will shall make such division,
taking into consideration as much as possible the wishes of said
legatees;
E. We have not endeavored to distribute among our four
children the property to be distributed to them under this para-
graph 5 of my Will on an equal basis so that each child will receive
an equal share, because of their individual circumstances. We have,
therefore, agreed that the property so distributed shall be valued
for the purposes of this distribution at the prices which dealers
in such property, purchasing for the purpose of resale or retail,
would be willing to ~ay for the same. My Executor shall be the
sole judge of the adequacy and fairness of such valuations. In
order to equalize the individual shares of our four children in
said property, each child shall be charged with the valuations of
the property given to such child and the amount of such charge
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shall be deducted from such child's distributive share in the dis-
tribution of my estate;
F. Any household goods not specifically disposed of
under this paragraph of my Will shall be liquidated by my Executor
for the benefit of my estate in such manner, by public or private
sale or otherwise, as my Executor may deem proper, subject to the
right of my children to purchase such items as they may desire at
the value thereof as appraised for Federal estate tax purposes.
In the event more than one child may wish to purchase the same
item, the purchaser thereof shall be determined by lot.
6. If my husband, Robert L. Myers, Jr., survives me, I give
and devise to him my interest in our condominium known as unit
6B, 3610 Logan Court, Hampden Township, Cumberland County,
Pennsylvania, for and during his lifetime or so long as he desires
to occupy and use it as his home.
7. If my husband, Robert L. Myers, Jr., survives me, I give,
devise and bequeath all the rest, residue and remainder of my
property and estate to Dauphin Deposit Bank and Trust Company,
Trustee under Indenture date
a{,~ oAf
, 1979, by and
between myself as grantor and said Trustee to be added to the
Trust Estate created by said Indenture and to be administered and
distributed in accordance with said Indenture. If for any reason
said Dauphin Deposit Bank and Trust Company shall not be the
Trustee under said Indenture at the time of my death, I give,
devise and bequeath the rest, residue and remainder of my pro-
perty and estate to the successor trustee under said Indenture
for such uses and purposes as therein provided.
8. If my said husband, Robert L. Myers, Jr., predeceases me
and the trust created by his under Indenture date ~,;(l, /171
1979 by and between him as grantor and Dauphin Deposit Bank and
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Trust company as Trustee is in existence, I give, devise and
bequeath all the rest, residue and remainder of my property and
estate to the Trustee under said Indenture to be added to the
Trust Estate by said Indenture created and to be administered and
distributed in accordance with said Indenture.
9. I name, constitute and appoint my husband, Robert L. Myers,
Jr., and Dauphin Deposit Bank and Trust Company, Harrisburg,
Pennsylvania to be the Executors of this Will. Because of the
personal interest of my son, Robert L. Myers, III in my estate
and the trusts hereinbefore referred to, I deem it inappropriate
that he be executor or attorney for my executor. I, therefore,
direct my Executors to employ the legal services of my nephew,
Thomas I. Myers, in connection with the settlement of my estate
and the administration of the Trusts hereinbefore referred to.
IN WITNESS WHEREOF, I hereunto set my hand and seal this
.2 g kI1 day of ~~
, 1979.
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'Evelyn 11. Myers \
Signed, sealed, published and declared by the above named
Testatrix, as and for her Last Will and Testament, in the presence
of us, who, at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
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OATH 0.' SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND r
This ! 3rt day of November A,D,,19 BO ,
before me, Register fo~ the Probate of Wills and granting lelters of Administration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania, personally came
Dianne Lenig and Debra J. (HeEl wee) Appleby
the subscribing wilnesses 10 the foregoing inslrument of writing purporling to be the last Will and Testament of
EVELYN M. MYERS
Dated August 2B, 1979
late of
Hampden Township
Cumberland County Pa" deceased who being duly
sworn according 10 law, depose and say, that they were
present, and saw and heard the testa tr ix
EVELYN M. MYERS
sign, seal, publish, pronounce and declare the said
instrument of writing as and for h er Testament and Last Will, and at the time of so doing she
was of so~rid and disposing mind memory and understanding, to the best of
knowledge, observation and belief,
their
Sworn to
and subscribed before
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L kv,\,..-o-a- vJ_"'l~
DIANNE LflmG 0~
c:JJ(/17 (j. ?yIM;J
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND ~
Robert L. Mvers, Jr.
being duly
sworn
says that as nearly as can be ascertained the said decedent
EVELYN M. MYERS
died on
Sunday
2nd.
November
A,D,,19--.M.,
the
day of
at or about
o'clock,
M,
Sworn to
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'Robert t. Myers, Jr
13th
day of
and subscribed this
November
19, 80 ~fore
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~t;;i?r\< ....'.. . . .. COMMONWEALTH OF PENNSYLVANIA
4 ;N~~K000454 . ..'... ; .. DEPARTMENT OF REVENUE . .
~i,:"., ..... .. OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
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II FROM
ADDRESS P.O. B~ 2961
TAX AT 6%
TAX AT 15%
Dauphin Depo.it. Bank & 'l'ruI Co
TAXAT_%
ESTATE TAX
Harri.bI1rg ,
Pa.
17105
TOTAL TAX CREDIT
24,000.00
'--EfTATEINF(jRMATIOf.i?-R;;~ i,--i 980--- ------
DA TE OF DEATH
FILE NUMBER
21-80-732
DATE OF PAYMENT
January 30, 1981
DBLYJI M. MYERS
CWllberland
m
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LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
1,200.00
NAME OF DECEDENT
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TOTAL AMOUNT PAID
22,880.00
,COUNTY
~OSTMARK DATE
lMARKS:
· PAID ON ACCOUNT"
SEAL
RECEIVED BY
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REGISTER OF WILLS
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IN THE ESTATE OF EVELYN M. MYERS
LATE OF HAMPDEN TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA, :
DECEASED.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. ,;l/~ 8'0 - 7302
ELECTION OF SURVIVING SPOUSE
I, ROBERT L. MYERS, JR., being the surviving spouse of the
decedent above named, hereby elect to take my elective share in her
estate under Section 2203 of the Probate, Estates and Fiduciaries
Code.
I further elect to retain my interest as surviving tenant by
the entireties in Condominium unit No. (-,;- t3 , Locust Court
Condominium, Camp Hill, Pennsylvania, and have the value thereof to
the extent the same is affected by Section 2204(a) (8) of said Code,
charged against my elective share.
February
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, 1981
(SEAL)
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COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
ll:
We, Robert 1.. Hyers,
.~'.l~ !rus~ .Collll~an)'
Jr. and \HlUilIll S. Sa"ford, Trust OffIcer of Dauphin Deposit Bank
._______ _.nn______ _ _ ._______.'
being duly. _swoQ1- according to law, deposes and saYl that l\Ii.X _,_~.!J~Y_f1r~u_.__._..._. --"-
uu __t'l\~cu~.Qr~. of the Estate of lly-S'JsJL~~rl'.__..-
late of _. Camp Hill ., Cumberland County, Pa" deceued and that the
within il an inventory made by them -- .. uu'" -, the laid Executors
of the entire edate of laid decedent, consisting of all the personal property and real ..tate, except real edat. ouhide
the Commonwealth of Pennlylvania, and that the figures opposite each item of the Inventory reprelent it'. fair value
as of the date of decedent's death, Robert L. Hyers, Jr. and Dauphin Deposit Bank
and Trust Company, l,xecutor of the Estate of
Evelyn. M,. ~Iyers .., ~
...B.'L\t'. 'l;i..--/4{ ',:,lL Trust Officer
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and subscribed beforo me,
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,/. Eliz.beth 1. Benko. Not.1V Public
My .Cornmil:ion EK_,ilcs ^~Ii~ 1'., 199.1 J
HollmbulOr Pol. Dilu;h;n (ollnlf
Addr."
Harrisburg, Pennsylvania
17101
Date of Death _____. __2ruL _.__ n. ____ ____ ___._JQ.Y-emu.e.L__-
Day Month
1980
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I. An inventory mUlt be filed within three months after appointment of porsonal reprosentativ~~
2, A supplement inventory must be filed within thirly days of discovery of additional assets, ~:;'
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3. Additional sheets may be attached as to personalty or realty ~~
4, See Articlo IV, Fiduciaries Act of 1949. ~~:
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INSTRUCTIONS
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REV.449 E)..+ (3.80)
COMMONWE;'L TH OF PENNSYLVANIA
DEP'ARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
*
AFFIDAVIT OF
FIDUCIARY
(Instructions on Rever.e Side)
Estate 01 Evel vuJh-t!Y.ers
Lost Address 3610 LOl!an Street
Date 01 Deoth
Novembe r 2. 1980
Social Security No, 205-07-0994
~mp Hill, PennsYlvania l701l.
ICITYJ (STATt::l (ZIPI
Bureau File No.
County Fil e No.
21-80-732
1. Decedent died:
( ) Intestote (without 0 will)
( X) Testate (leaving a lost will--copy attached)
2. Is the filing 01 0 Federal Estote Tox Return required lor this estate?
s
3. (X ) Executor~ ( ) Administrator/Administratrix
Robert L. Hyers, Jr. and
Name n::llllph-tn nppn~:dt Rnnk :md.... 'rrll~r r.nmp~ny
Yes~ No
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Address 213 Harket Street
H::II,.ri ghllrg. pj:lnn~yl\T~ni ~ 17101
(CITY) (STATE) (ZIPI
4. All correspondence should be mailed to ( ) Attorney
(X ) Fiduciary.
5. If on attorney is representi ng the estate, iodicote:
Nome Thomas 1. Hvers. ESQuire
Address 301 Market Street
Lemovne. Pennsylvania 17043
(CITY) (STATE) (ZIP)
List 011 safe deposit boxes registered in the decedent's individual namehor jointly with, or os on agent or deputy
01 another, or in decedent's individual nome with right 01 access by anot er os agent or deputy. Include the nome
and address 01 the bonk or other institution where the sole deposit box is located, the name (s) in which the box
is registered and the relationship 01 the joint holders to the decedent.
NAME AND AOORESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WNICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
and Tr st Com an
Decedent
Third and Market Streets
Robert L. M ers Jr,
Husband
emo ne Penns lvania 17043
Under penalties 01 perjury, I declare that I hove examined this return, including accompanying schedules and
3t e, e' t~ and,to the best 0 I mx knowledge and beliel it is tru,,- correct aO,d complete. Robert L, Hyers and
Dau i uepllsit Bank and Trust Company. Executors or the Estate of Evelyn H. Hyers
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Rober . 'Hy'e s, J , Trust SIGNATURE OF FIDUCIARY Off.!cer ' DATE
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides lIwt the following pr:rsllns ~wll prep~re ~!ld file
a return:
a, The personal representative of the estate of the decedent;]s to plOperly 01 th,~ decedent ~dministered by him
and such additional property which is or may be subject to Inherit;]nce Tax of which he/she shall have or
acqui re knowl edge;
b, The transferee of property upon the transler of which Inherit~nce Tax is 01 may be imposed by the 1961 Statute,
including a trustee 01 property tmnslerred in trust, provided that no separate retulIlneed be made by the transferee
of property included In the return 01 a personal representative,
2, PLACE FOR FILING
The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided,
3. TIME FOR FILING
The return is due nine months afterlhe decedent's death, unless an exlension for filing has been applied lor and
gran ted by the Secretary of Revenue wi thin the nine-month period,
4, F AILU RE TO FILE RETU RN
Section 791 of the 1961 Statute provides that" , , ,any person who willfully fails to file a retulll or other report
required of him, , .shall be personally liable, , ,to a penally of 25% of the tax ultimately lound to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law,"
5, TAX RATES
Inheritance Tax is payable althe mte of 6%on transfers to lineal descendants, such as lather, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others,
6. PAYMENT OFTAX
The tax assessed on the transfer of property reported in UlC return is due 9 months after the decedent's death, Interest
atlhe rate of 6% per annum accrues thereafter until payment is made, All payments received are first applied to any
interest which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Department 01 Revenue,
7, FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in lull. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable lor the tax,
8. FILING OF FALSE RETURN
Any person who willfully makes ~ false return or report required of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonmCllt not exceeding one year or both,
INSTRUCTIONS FOR COMPLETING SCHEDULE "A"
Schedule" A" should include a detailed description of all real property located in Pennsylvania
and held solely by the decedent or held iointly with another individuol (s) as tenants in cammon. List the
decedent's percentage of ownership and the estimated market value of the decedent's interest, (Property held
as joint tenants with the right of survivorship or tenants by entireties should be reported an Schedule "E".)
All real estate located in Pennsylvania should be described by lot and black number, street
address, number of acres and general description of land and buildings. Also, include the book and page
number in which the deed is recorded and the exact title as indicated on the deed, II the properly has been
sold, attach 0 copy 01 the settlement sheet. If the property is subject to a mortgage encumbrance, include
the name of the mortgagee, date, rate of in terest and the outstanding balance an the date of death and
attach a statement from the mortgagor verifying the outstanding balance.
Property taxes and interest on mortgages as of the date of death, assessments and ather
encumbrances should be listed on Schedule "F", Do not deduct them on Schedule "A".
;
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two yems of death, make any transfer of any material part of his eslate without receiving
valuable and adequate consideration? (Answer "Yes" 01 "No",) No
2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) --1Ia-
3, If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time 0 f transfer,
b, Copy of death certi ficate,
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer,
d, All other information supporting nontaxability of transfer,
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effecl in possession or enjoyment at or after his/her death? (Answer "Yes" or "Nil" ,) No
a, Vias there any possi bi lily that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No",)
b, Vlhat was the transferee's age at lime of decedent's death?
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which lransferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a, The possession or enjoyment afar the right to income from the property transferred? (Answer "Yes" or "No",) No
b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No",) No
6. If the answer to live b. above is "Yes," state whether the right was reserved in decedent alone or others.
7, Did decedenl in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No",) No
8. Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of
a reserved power to al ter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No",) No
9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No",)
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DAlE OF INTEREST OF BENEFICIARY
DECF.DENT BIRTH
Robert L. Hvers. Jr. lIusband Yes of Aile 1/3 Residue
3610 Logan Court
Camo HilL Pennsvlvania i7011
Virginia F. Helov Dauehter Yes of Aile Soecific Beouest
lIB North Lima Road 1/4 of 2/3 Residue
-
Poland, Ohio 44514
Robert L. Hvers III Son Yes of Aee Soecific BeDuest
2300 Market Street 1/4 of 2/3 Residue
Camn Hill pennsvlvania 17011
Edward H. Hvers Son Yes of Age Specific Bequest
1634 Conrad Sauor Drive 1/4 of 2/3 Residue
Houston Texas 77043
n"'<H_ " Son Yes of A"e Snecific Benuest
2B7 New Vernon Road 1/4 of 2/3 Residue
Hversville. New Jersev 07933
. REV-453 EX. (3.80)
COMMONWEALTH OF PENNSYLVANIA
DI!PARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEOENT
SCHEDULE "0"
BENEFICIARIES
'*
(lnstrucrions on Reverse Side)
Estate of
Evelyn H. Hyers
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
None
REV-454 (1~80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
~~,
~
(Instructions on Reverse Sido)
Estate of Evelyn H. Hyers
P
TOTAL E Vr,LUE OF DEPARTMENT
ITEM R
DESCRIPTION MARKET c DECEDENT'S VALUATION
NO, VALUE E INTEREST (Offic;,,! u," Ollly)
N
T
._~
I Condominium 11613 - 3610 Logan St reet, Camp
Hill, Pennsylvania in the name of Robert L.
Hyers, Jr. and Evelyn H. Hyers
Appraised at $125,OOO.OO
2 Dauphin Deposit Bank and Trust Company,
Checking Account # 62718371 in names of
Robert L. Hyers, Jr. and Evelyn H. Hyers
$ 1,964.49
3 1976 Cadillac 5,000.00
TOTAL THIS PAGE ' . _/v-t-~"-
,
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must incllldo all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right 01 survivorship, Both tangible and intangible property are to be
included, List real estate lirst.
1. Describe all real properlY as indicated in the instructions lor Schedule "A", Describe all nersonal property
as indicated in the instructions lor Schedule "B", Include the name, address and relationship to the
decedent 01 the co.owner (s) and the date the joint ownership was establishcd,
2. Indicate the total market value 01 the jointly owned property,
3, Indicate the percentage of the decedent's interest,
4. Indicate the market value 01 the decedent's interest.
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3lict5t iNill altO QTciitautCut
OF
EVELYN H. t1YERS
I, EVELYN N. ~IYERS, of Hampden Township, Cumberland County,
Pennsylvania, make, publish and declare this to be my Last will
I and Testament, hereby revoking any and all \'lills and Codicils
!
I heretofore made by me.
I
1.
I direct that all transfer, estate, inheritance, succes-
sion and other death taxes which shall become payable by reason of
my death, whether in respect of property passing under this vlill or
otherwise, shall be paid out of my estate as an administration ex-
~ense, without apportionment.
2. I give and bequeath to my daughter, Virginia M. Neloy, of
Poland, Ohio, my silver tea and coffee service and silver flatware
!
jof D'Orleans pattern by Toule, which were my mother's wedding
19ifts to me and which, upon the birth of Virginia, my mother said
IShe wished me to give to Virginia as a gift from her grandmother,
my diamond engagement ring, my wedding ring, my yellow' gold diamond
cluster ring that was my mother's, and my diamond circle in which
are set the diamonds from my mother's diamond D.l\.R. pin.
I consider
these bequests to be from my mother to my daughter, Virginia.
I also give and bequeath to my daughter, Virginia, all my
books, documents and papers pertaining to my family.
These bequests shall not be taken into consideration in
any way in the equalization of the shares of my children in my
effects and household goods as hereinafter directed.
I
lother personal
I
3 .
I give and bequeath to my husband, Robert L. Myers, Jr.,
[or his personal use and enjoyment so long as he may live or wish
-L~~/lr~ '--;h. '-rh~L~)."'"
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/,/ "<J~,J I'tmt ill Lite tlillill<J room, the two alabaster lamps in the
livinlJ room, L1w C..lne chair and t\~O chairs (upholstered to match
his dining room suite) in the living room, the t\~O silver and
crystal containers for stone fruit on the "z.taryland Piece" in the
living room, the silver muffin box in the living r09OO, the "Haryland'
piece (purchased at the Eisert sale) in the living .room, the china
service plates decorated with chrysanthemums in the breakfront,
and the larger butler's tray in the living room:
C. To my son, Edward 11. Hyers, the following: the
Nnerican chest of drawers in the dining room and the knife box,
containing old EngliSh silver, together with the silver contained
therein;
D. All stone fruit, chinaware, silverware, glass and
crystal and other tableware, not otherwise disposed of, shall be
distributed among our children equally to be divided among them as
they may agree.
If they are not able to agree upon such division
themselves, the Executor of this Will shall make such division,
taking into consideration as much as possible the wishes of said
legatees:
E. \'Ie have not endeavored to distribute among our four
children the property to be distributed to them under this para-
graph 5 of my will on an equal basis so that each child will receive
an equal share, because of their individual circumstances. We have,
therefore, agreed that the property so distributed shall be valued
for the purposes of this distribution at the prices which dealers
in such property, purchasing for the purpose of resale or retail,
.....ould be willing to pay for the same. z.ty Executor shall be the
sole judge of the adequacy and fairness of such valuations. In
order to equalize the individual shares of our [our children in
said property, each child shall be charged with the valuations of
the property given to such child and the amount of such charge
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shall be deducted from such child's distributive share in the dis-
tribution of my estate;
F. Any household uoods not specifically disposed of
under this paragraph of my Will shall be liquidated by my Executor
for the benefit of my estate in such manner, by public or private
sale or otherwise, as my gxecutor may deem proper, subject to the
right of my children to purchase such items as they may desire at
the value thereof as appraised for Federal estate tax purposes.
In the event more than one child may wish to purchase the same
item, the purchaser thereof shall be determined by lot.
6. If my husband, Robert L. Myers, Jr., survives me, I give
and devise to him my interest in our condominium known as unit
6B, 3610 Logan Court, Hampden Township, Cumber land County,
Pennsylvania, for and during his lifetime or so long as he desires
to occupy and use it as his home.
7. If my husband, Robert L. Myers, Jr., survives me, I give,
devise and bequeath all the rest, residue and remainder of my
property and estate to Dauphin Deposit Bank and Trust Company,
Trustee under Indenture date
CLUft'4 'J, f
, 1979, by and
between myself as grantor and said Trustee to be added to the
Trust Estate created by said Indenture and to be administered and
distributed in accordance with said Indenture. If for any reason
said Dauphin Deposit Dank and Trust Company shall not be the
Trustee .under said Indenture at the time of my death, I give,
devise and bequeath the rest, residue and remainder of my pro-
perty and estate to the successor trustee under said Indenture
for such uses and purposes as therein provided.
8. If my said husband, Robert L. Myers, Jr" predeceases me
and the trust created by his under Indenture date ~.;/)I 1171'
1979 by and between him as grantor and Dauphin Deposit Dank and
-4-
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REY."U EX+ tHO)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0732
(II Original
o Supplemental
o Remainder
File Number
Estate Name
Evelyn M. MyerS
Date of Dea th
November 2, 1980
Social Security Number
205-07-09g4
REPORT OF INHERITANCE TAX APPRAISER
I, tho und.rslgned duly appointed Inheritance Tax Appraiser In and for the County of Cumberland
Pennsylvania, do respectfully ,epart that I bave appralsod the real and porsanal property as reported In the forogalng
return at the values let forth opposite each Item in the falf column to . right in Sche as "A", "B", ue", and IIE"
Dated:
November 6, 1981
~
~
R
VALUE AS APPRAISED caaE ADJUSTMENTS REMAINaER APPRAISEMENT CODE
INVENTORY (HARRISBURG USE ONLY)
Reol Pr~porly (Schedule Al 5 None 00+ 92+
Personal Property (Schedule 8) 648,518 31 tOt
Jolnt.Held Prop.rty (Schedul. E) None 31+
Tronsf... (Schedul. C) None 30+
TOTAL GROSS ASSETS $ 648 518 31
Less D.bt. and Deduction. 40. 93-
(SCHEOULE FI
CLEAR VALUE OF ESTATE
o Lifo Estate ~ FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on S
CODE
COMPUTATION OF TAX
$
$
$
$
$
6%
Tax on $
15%
Tax on $
To.x on S
Tax on $
Exemptions
Total Estate
TOTAl- TAX
INTEREST FROM
BALANCE
TO
$
$
$
Leu Credits
DATE OF PAYMENT
TAX CREDIT
AMOUNT PAID
$
S
INTEREST FROM
BALANCE DUE
t
I
, '
REV.518 FO 17.80)
~~
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Robert,L. Myers, Jr.
P.O. Box 125
Lemoyne, PA 17043
Wi~~iam S. Sanford, T.O.
Dauphin Deposit
P.O. Box 2961
Harrisburg, PA 17105
(.,
RE: Estate of
County of
File No.
Evelyn ,M. Myers
Cumberland
21-80-0732
Dear Messrs. Myers and Sanford:
Yau are hereby notified that the oI'iginal
appraisement in the estate of Evelyn M. Myers
hos been filed in the office of the Register of Wills of Cumberland
County an November 6, ,19!!.L. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
$ None
648,518.31
None
None
$ 648,518.31
As to such tax that is paid within three months from dote of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may abject thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
Signed
~~---
Chief Appraiser
November 6, 1981
Title
NOTE: This is not a bill.
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I:.""{;,',',, ',' ", COMMONWEALTH OF PENNSYLVANIA
; 4 'N'o;K;{:'29676 , ,,' ',' DEPARTMENT OF REVENUE '
, ;:t."",' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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TAX AT 6%
WIn. s. sanford
Dauphin Deposit Bank & True.
TAX AT 15%
TAXAT_%
ESTATE TAX
TOTAL TAX CREDIT
$12,995.78
'--ESTATEINFORMAT~N:--------------------------
DATE OF DEATH
FILE NUMBER
21-80-732
NAME OF DECEDENT
Evel
ers
m
m
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_J
DATE OF PAYMENT
Jul 29. 1981
COUNTY
Cumber land
TOTAL AMOUNT PAID
$12.995.78
----------------------- -- ---
POSTMARK DATE
REMARKS:
~
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RECEIVED BY
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SIGNATURE
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"PAID ON ACCOUNT"
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REGISTER OF WILLS
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PRINCIPAL RECEIPTS
Accountant has rendered quarterly statements to Grantor last
prior to her death dated September 30, 1980.
Principal Balance consists of the following items valued as of
November 2, 1980. the date of death:
Cash
U. S. Treasury Repurchase Agreement
.1..:
$4,000. Public Service Electric and Gas, 4.75% due 9/1/90
Accrued interest
$4,500. American Telephone and Telegraph Company, 8.75% due 5/15/00
Accrued interest
208 Shares Exxon
400 Shares American Brands
3,500 Shares Philip ~IDrris
1.984 Shares Atlantic Reichfield
100 Shares American Can Company
Accrued dividend
440 Shares Timken Company
1,034 Shares American Telephone and Telegraph Company
233 Shares Commonwealth Edison Company
200 Shares Niagara Mohawk
105 Shares Pennsylvania Power and Light Company
273 Shares Philadelphia Electric Company
300 Shares J. C. Penney
328 Shares Allegheny Power System Incorporated
289 Shares Dauphin Deposit Corporation
TOTAL PRINCIPAL RECEIPTS
L1BER iOO PaGE 108
2
"
$ 3,362.65
57,200.00
2,249.76
32.19
1,075.31
60.89
15,970.50
31,062.50
149,843.75
120,962.00
3,087.50
72.50
28,228.75
51, 312.25
4,325.06
2,425.00
1,824.38-
3,608.72
6,731.25
4,530.50
9,248.00
$497 ,213.96
CONVERSIONS INTO CASIl
Gain Loss
3/04/80 273 Shares Philadelphia Electric Company
Proceeds $ 3,281.14
Valued at 3,608,72 $ 327.58
6/12/81 $I,500. American Telephone and Telegraph Company,
8.75% Debenture due 5/15/00
,-., Proceeds $ 1,031.00
Valued at 1,075.31 44.31
328 Shares Allegheny power System Incorporated
\ proceeds $ 4,835.59
Valued at 4,530.50 $ 305.09
800 Shares American Brands, Incorporated
Proceeds $ 33,159.38
Valued at 31,062.50 2,096.88
100 Shares American Can Company
Proceeds $ 3,960.99
Valued at 3,087.50 873.49
1,034 Shares American Telephone and Telegraph
Company
Proceeds $ 58,327.75
Valued at 51,312.25 7,015.50
1,984 Shares Atlantic Richfield Company
Proceeds $ 84,331.08
Valued at 120,962.00 36,630.92
233 Shares Commonwealth Edison Company
Proceeds
Valued at
$ 4,320.96
4,325.06
4.10
208 Shares Exxon
Proceeds
Valued at
$ 13,545.60
15,970.50
2,424.90
U8[R 100 pm 109
3
Gain
~
6/12/81
200 Shares Niagara ~whawk Power Company
Proceeds
Valued at
$ 2,252.27
2,425.00
$
172.73
300 Shares J. C, Penney
Proceeds
Valued at
$ 9,856.98
6,731.25 $ 3,125.73
3,500 Shares Philip Morris
Proceeds
Valued at
$179 ,263.99
149,843.75
29,[,20.24
440 Shares Timken
Proceeds
Valued at
$ 31,937.45
28,22B.75
3,708.70
$4,000. Public Service Electric and Gas Company
due 9/1/90
Proceeds
Valued
$ 1,7BO.00
2,249.76
469.76
7/08/BI
$20,000. Pennsylvania Housing Finance Agency
Proceeds
Valued at
$ 19,610.00
20,000.00
390.00
289 Shares Dauphin Deposit Corporation
Proceeds
Valued at
$ 11,162.63
9,248.00
1,914.63
$ 4B,459.76
$ 7,995.46
$ 40,464.30
TOTALS
Net Gain trasferred to Summary Page
CAPITAL CHANGES
11/06/80
$20,000. Pennsylvania Housing Finance Agency, 7.50% Construction
Notes due 10/15/B2
5/28/BI
400 Shares American Brands, Incorporated, 100% Stock Split
$ 20,000.00
0.00
L1BER 100 r~GE 110
4
PRINCIPAL DISBURSEfIENTS
7/08/Sl
S/03/S1
5/21/S1
I
I
I
I
1
I
, 10/02/80
Philip N. Myers - Purchase Glasses
$
60.00
Evelyn M. Myers Estate - Federal Estate Tax Balance
13,701.67
Evelyn M. Myers Estate - Capital Gain and Income Tax
Per Paragraph 3, Trust Agreement
Register of Wills - Filing Account
11,555.00
200.00
TOTAL PRINCIPAL DISBURSEMENTS
$25,516.67
INCOHE RECEIPTS
Income from October I, 1980, the beginning of the quarterly report
period not received by decedent.
11/05/80
11/21/80
Dividend: American Telephone and Telegraph Company $ 1,292.50
Dividend: Pennsylvania Power and Light Company 55.65
Dividend: Philip Horris 1,876.00
Earnings: U.S. Treasury Daily Repurchase Agreement 128.9S
Dividend: Commonwealth Edison Company 151.45
Dividend: J. C. Penney 138.00
10/14/80
11/03/80
Interest: American Telephone and Telegraph Company, 8.75%
Debentures
less Accrued interest
4.74
11/26/80
12/01/80
12/02/80
12/11/80
Dividend: American Can Company, less accrued dividend
0.00
Earnings: U.S. Treasury Daily Repurchase Agreement
456.S3
Dividend: American Brands, Incorporated
620.00
Dividend: Exxon
312.00
Dividend: Timken
440.00
l2/16/80
12/23/80
l2/31/80
1/02/8l
Dividend: Atlantic Richfield Company
942.40
Dividend: philadelphia Electric Company
122.85
Dividend: Allegheny Power System, Incorporated
147.60
Dividend: Dauphin Deposit Corporation
187.85
Dividend: Niagara Mohawk
76.00
Earnings: Dauphin Deposit Master Savings
15.50
lIBER 100 pm 111
5/0l/81
Earnings: U. S. Treasury Daily Repurchase Agreement
Earnings: ~laster Reserves Trust
5/04/81
Dividend: Commonwealth Edison Company
Dividend: J. C. Penney
5/18/81
5/27/81
5/0l/81
Interest: American Telephone and Telegraph Company, Debenture
Dividend: American Can Company
Earnings: U. S. Treasury Daily Repurchase Agreement
Earnings: Master Reserves Trust
6/02/81
6/11/81
Dividend: American Brands, Incorporated
Dividend: Exxon
Dividend: Timken
6/l2/81
Interest: Alnerican Telephone and Telegraph Company, Debenture
Accrued to sale date
6/15/81
Interest: Public Service Electric and Gas Company, Accrued to sale
date
6/16/81
7/01/81
Dividend: Atlantic Richfield Company
Dividend: Niagara Hohawk
Earnings: U. S. Treasury Daily Repurchase Agreement
7/02/81
Earnings: Master Reserves Trust
Dividend: American Telephone and Telegraph Company
Dividend: Pennsylvania power and Light Company
7/08/81
7/28/81
8/03/81
Interest: Pennsylvania Housing Finance Agency, accrued to sale date
Dividend: Dauphin Deposit Corporation
Earnings: U. S. Treasury Daily Repurchase Agreement
Earnings: Master Reserves Trust
TOTAL INCOME RECEIPTS
L\S[R
1 "
100 I'"~E 1.-05
7
$ 501. 4 7
88.40
151. 45
138.00
65.62
72.50
556.09
148.57
650.00
312.00
374.00
10.94
54.89
1,091.20
82.00
3,756.41
145 .74
1,395.90
58.80
345.83
187.85
6,907.04
151.00
$ 36.385.41
INCOME DISBURSEHENTS
11/06/80
Pennsylvania Housing Finance Agency, 7.50% Construction Notes
due 10/15/82, Accrued interest $
25.00
12/31/80
1/02/81
4/01/81
Dauphin Deposit Bank and Trust Company - Trustee fee
prior to date of death
Income Accrued;transferred to Principal
603.55
3,353.13
Pennsylvania Department of Revenue - 1980 Pennsylvania Fidu-
ciary Income Tax
76.32
Internal Revenue Service - 1980 Income Tax
416.83
6/30/81
Dauphin Deposit Bank and Trust Company - Trustee fee
620.31
643,46
Dauphin Deposit Bank and Trust Company - Trustee fee
TOTAL INCOME DISBURSE~lliNTS
$ 5 ,738,60
INCOME DISTRIBUTION TO BENEFICIARIES
8/3r/81
Virginia H. Meloy - 1/4 Income $ 7,600.00
Robert L. Myers, III - 1/4 Income 7,600.00
Edward H. Myers - 1/4 Income 7,600.00
Philip N. Myyers - 1/4 Income 7,600.00
TOTAL INCOME DISTRIBUTIONS
$ 30 ,400.00
DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Trustee under Agreement of Trust with
Evelyn M. Myers
ust
LlBlR 100 r~uE 114
COMMONWEALTH OF PENNSYLVANIA
)
) SS:
)
COUNTY OF CUMBERLAND
I hereby certify that on this JP'~
day of S ~/'/ "'J>>.6',, L,
, 1981, before
me the subscriber, a Notary Public in and for the said Commonwealth and County,
personally appeared William S. Sanford, Assistant Vice President and Trust Officer
of Dauphin Deposit Bank and Trust Company, the above named accountants, who being
duly sworn according to law, deposes and says that the foregoing is a true and
correct account of all the rights, goods, chattels and credits which came into the
hands or possession of Dauphin Deposit Bank and Trust Company, Trustee as aforesaid,
or into the hands or possessions of any other person or persons for them.
The affiant further says that no person claiming to interested in said estate,
whether as creditors, legatees, next of kin or otherwise, gave written notice of such
claim to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid.
l1~llu/:vl
J:U4
v I
Sworn to and Subscribed before me
this.3"" day of S,-,!T~",tf<:e-
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"'" .; :::.......NOTARY puaLlc
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(''''''11'' 1 d~'.W
(.em.oyne, Pa, Cumber QD ~'J
lIB[R 100 PAGE 1.15
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"
IN THE COURT OF COHMON PLEAS OF CUHBERLAND COUNTY,
PENNSYLVANIA ORPHAN'S COURT DIVISION
No. 732
Year 1980
Estate of EVELYN H. MYERS, Deceased
Late of the Township of Hampden,
County of Cumberland, Pennsylvania
"
FIRST AND FINAL ACCOUNT OF
ROBERT L. MYERS, JR., AND
DAUPHIN DEPOSIT BANK AND TRUST COHPANY, EXECUTOR
Date of Death: November 2, 1980
Letters Granted: November 18, 1980
First Complete Advertisement of Grant of Letters:
Patriot-Evening News
December 3, 1980
Cumberland Law Journal
December 5, 1980
Account Stated to August 31, 1980
SUMHARY & INDEX
Pages
PRINCIPAL
Receipts 2-3 $177 ,879,88
Net Loss on Conversions 3-4 6,049.16
Adjusted Balance $171,830.72
Less Disbursements 4-5 159 ,454.35
Balance before Distribution $ 12,376.37
Distribution to Beneficiaries 5 19,479.00
Principal Balance $ _7,102.63
INcmlE
Receipts 5-7 $ 7,102.63
Income Balance Remaining 7,102.63
COMBINE BALANCE REMAINING $ 0.00
\
Bu~~ .i.~ju 1,"1: G03
IH\h..
12/23/80
1/06/81
1/14/81
8/03/81
PRINCIPAL RECEIPTS
INVENTORY FILED CONSISTED OF TilE FOLLOHING:
Cash
Dauphin Deposit Bank and Trust Company, Check-n-Save Account
Accrued interest
West Shore Savings and Loan, Certificate of Deposit
Accrued interest
West Shore Savings and Loan, Passbook Savings
Accrued interest
Cash
Bonds
$25,000. Antietam School District, 5,65% General Obligation Bond
due 9/1/84
Accrued interest
$25,000. Conestoga Valley School District, 5.60% General Obligation
Bond due 3/1/85
Accrued interest
$10,000. Lockawanna Pennsylvania River Basin Sewer Authority 7% Bond
due 9/1/85
Accrued interest
$15,000. Camp Hill Borough Authority, 4.90% School Revenue Bond due
9/1/85
Accrued interest
Stock
~OO Shares
1,000 Shares
20,000 Shares
400 Shares
735.629 Shares
Philip Norris
Fidelity Limited Term Municipal Fund
Fidelity Tax Exempt Money ~mrket Fund
Putnam Tax Exempt Income Fund
Vanguard Municipal Bond Fund
$ 10,295,66
45.29
2,241.48
13,49
859.40
4,21
710.87
23,640.00
239.34
22,890.50
237.22
9,139.00
118.61
13,248.30
124.54
4,281.25
8,045.00
20,000.00
7,460.00
8,231. 69
8,094.00
9,885.00
1,500.00
69.99
1,185.25
63.12
13,701.67
Miscellaneous
Household Goods
Jewelry
Furs
Subsequent Receipts
4.034 Shares Putnam Tax Exempt Income Fund
Capital Blue Cross - Reimbursement for Nursing care
63.120 Shares Fidelity Tax Exempt Fund
Evelyn M. Myers, Trust.. Funds to pay Federal Estate Tax
Btl0K
: r.
.J..U",
2
,'./'Il
, .41)..
GDO
7/01/81
7/08/81
8/03/81
8/24/81
. ,
, .
Interest: Naster Reserves Trust
$
40.85
Interest: Antietam Pennsylvania School District General Obliga-
tion Bond
498.30
Interest: Conestoga Valley School District General Obligation Bond
493.87
Interest: Lockawanna Pennsylvania River Basin Sewer Authority
246.94
Interest: Camp Hill Borough Authority School Revenue Bond
259.29
Interest: U. S, Treasury Repurchase Agreement
1,035.74
Interest: Master Reserves Trust
42.34
Interest: Dauphin Deposit Bank and Trust Company, Check and Save
Account
448.57
$ 7,102.63
TOTAL INCOME RECEIPTS
~~1'3\ .L..id
..'f
l...lJ~
,-.--
lIv;)
7
R&V.4D5 (HIO)
COMMONWEAL TIt or I'ENNSVLVANIA
OEPAllTMENT or- ntVENUE
TRANSFER INHEnlTANCE TAl<
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
*
' ' ,\
'- ~.
--- -
_"_0 0 __.0' _ _..__..~ ...
Estaleol F:Vr.LYN ~l. ~lYERS Date 01 Death November 2. 1980
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No. 2l-80-732
Clalmanl ROBER'!' L. MYERS, JR.
Relationship to Decedent Husband
Clairnnnt's Addross
3610 Loqan street, Camp Hill, pennsylvania 17011
OATE
NAME OF PAYEE
REMARKS
AMOUNT
Reqister of wills
Letters & Short Certificates
Funeral ex enses
1
7
8
9
10
11
i r
william J. Daylor
Robert L. Myers, Jr.
Harrisburg Hospital
Dr. Carl J. Gett
Personnel Pool of Harrisbu g,- Nursing Services to
Inc. decedent
Dental Services to decedent
225.00
36.00
135.00
2,000.00
1,252.20
325.00
336.83
J. T. Car enter
Jewelr A raisa1
Household Goods A raisal
Real Estate Appraisal
Family Exemption
Services to decedent
12
Cardiovascular & Thoracic
Assocs.
services to decedent
60.00
Tax
to
ccrue
Bank &
Medical Services to decedent
Nursing Services
Monument
Legal Services
Executor's Fee
181.50
70.00
320.00
7,052.19
7,052.19
13
14
15
16
17
Quickel, Connor & Rich
Mabel Riddle
~serve Gin rich Memorials
Thomas I. Myers
Dau
18
by capital gain
as specJ. J.e
J. 0
Assets prior
9 898.00
C
20
Account. TOTAL THIS PAGE
I hereby cerlify that t6 the best 01 my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expensei of admi:nistration submitted to the esl9t~ as deductions for ,!nherilance Tax purposes.
_\~ I I \, ,> !;,', ',; :'.,', .. ') '~,!' .1/ ~;/j-'~,'f. '( ;.Ail/
.~ \J'I "/~ \.1\ \1' t't\,:"',-':j'" \ . 'SIG'N~TU~EO~'~~TORNE)(/F;DUCI~~V' '. DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~'I 0'.-:)1 t....~
- .
AT
C;f)~
,
PERCENT.
flltua (J . c{1H~
~ISTER OF WI 5
//-17-1"/
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker,
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax RelUrn is filed, Evidence to support Ihe decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
t: "" 0 (") > t"1 > ::l
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and Ihe amount claimed in the amount column.
2. Assign consecutive numbers to each item listed,
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5, Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debls,
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
TO:
;c, I - 1(0 - 73d.
.n--1,.......,c;.d 9 M It\'',-,,,/ E:.:,,,
~Ol Tvl~l ,jJ -,
'. '~J'n1 b1"~ y~\. J '70 4 .::-.
DATE \. 7. (IV 17, 1'1 ~ /
ESTATE [:,utr In '-'YY!~
.;;;> } - /( 0 -? 3d.
~,UNl
DATE OF DEATH 'n((1.,'VmL~_)9rr(j
FILE NO,
COUNTY FILE NO:
COUNTY
Appralsad Valua of Estate:
Roal Estate
--
s
Personal Property
+ (; '1-8 5 Iff. :3 /
~
Jointly Held PropertylTransfers
+
Clear Value of Estate
s b Yr 5 ) Y' '3/
.:3/ 9;;{J,'i6
~
s (., J b. 5'%. Js
Total Gross Estate
Total Approvad Deductions
-
Less: Approved Charitable Exemptions
Clear Valua 01 Estate Subject to Tax
s ("J (", 5 9 c., ,:.;.,
Amount Taxable @ 6% Rate
s Cal'" 5%. 31;'
lax due
s .3 ~/ 99!J, 7 i
Amount Texable @ 15% Rata
tax due
'TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s 3'-, 9?.s _ 7~
.. * * * .. .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
I -:3 0- 8' I s .J~,rg Ot) , (\D + S J;J,CQ,fXJ- s = s.,,)fGOO.O()
7. ;1,'1 ' !() I.,) q 95 78' + = I~ 995 ?g'
+ =
Interest accrues at the rate of six 16) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
1
,/
See Inlormation on Roverse Sido
HtGI~-;T~ ;', C.,( '/''''iLL~.,
INFORMATION
To insure proper credit to your account, the namo of tho estate and file number should be clearly print.
ad on the check or money order.
This assessmont is made in accordanco with Section 70e of lho Inheritance and Estate Tax Act of
1961 (72 P,S, ~ 2485.708),
To the extent that inheritance tax is paid within three 131 months after the dealh of the decedent. a
discount o(five (5) percent is allowed (72 P,S, S 2485- 716/,
Inheritance Tax. other than tax on a future interest, is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. 9 2485.711). Inheritance
Tax on a future interest is payable within three {31 monthS aher the transfer takes effect in possession and
enjoyment and is delinquent thereafter 172 P.S. ~ 2485-7121. Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
-------------------------------------- ---------- - .--- - --- ------------ - ------
1 month .005 4 months ,020 7 months ,035 10 months .050
2 months ,010 5 months ,025 e months ,040 11 months ,055
3 months ,015 6 months ,030 9 months ,045 12 months ,060
1 days .00017 11 days ,00186 21 days .00352
2 days ,00034 12 days ,00203 22 days ,00369
3 days .00051 13 days ,00220 23 days .00386
4 days ,00068 14 days ,00237 24 days ,00403
5 days .00085 15 days ,00250 25 days .00420
6 days .00101 16 days ,00267 26 days ,00437
7 days .00118 17 days ,00284 27 days .00454
8 days .00135 18 days ,00301 28 days .00471
9 days ,00152 19 days ,00318 29 days ,00488
10 days .00169 20 days ,00335 30 days .00500
-- ------------------- ------- -- - -- --- - ---- -- - --- -- -- - ------------ -----.
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S, 9 2485.10011,
Make check or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below:
..:.
~ REV. 4B3 EX (12-861
~,
~~
,19~,~r
_~_."~~- J.'
.'<o,.~......"-'
NOTICE OF DETERMINATION AND iACN
ASSESSMENT OF PENNSYLVANIA I
ESTATE TAX BASED ON FEDERAL I
ESTATE TAX RETURN IDATE
04-20-IF
ESTATE OF MYERS EVELYN M FILE NO. 21 80-0732
DATE OF DEATH 11-02-80 COUNTY CU~RLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO: "REGISTER OF WILLS, AGENT."
ROBERT L MYERS JR
C/O DAUPHIN DEP SK
PO BOX 2961
HBG
201
CO"'...O......E:.; l.. or fE~\S~t \ A",,:.
t:'~P"f(T"'!';l ':Ir Il.E~[..Uf
eu~!:.:.u C" 1\:;'1.'1:;1:.1:', I;.x[S
F.C. BOX E~~':'
H:'RRISB:':~G. r:. "10~.aJi~
PA 17105
PLEASE RETURN THIS I
PORT ION TO REGISTER OF I
WILLS IF PAYMENT DUE I
!Amount Remitted to Register of WillS!
I
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES -
-----.------------------------------------------------------------------
REV. 4B3 EX (12-B6) nNOTlCE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN--
ESTATE OF MYERS
EVELYN
M FILE NO. 21 80-0732
ACN 201
DATE 04-20-87
ESTATE TAX DETERMINATION
1, Credit For State Death Taxes as Verified
8,958.81
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
35,795.82
3, Inheritance Tax Assessed by Other States
or T errilOrles of the United States
(Excluding Discount and/or Interestl
4, Total Inheritance Tax Assessed
.00
35,795.82
5, Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
INTEREST (-)
AMOUNT PAID
lIF BALANCE DUE IS LESS THAN $1 OR
. IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
TOTAL TAX CREDIT
I BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IS REFLECTED AS A "CREDIT" lCR), NO PAYMENT
.DO
.DO
.00
.00
IS REQUIRED)
PURPOS:: OF
NOTICE: To fulfill the requirements of Section 1745 lb) of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa. C.S.
Seclion 1745),
PAYMENT: Oetach the top portion of thiS Notice and submit with your payment to the Register of Wills.
--Address information IS listed on page 11 of the booklet. "Instructions for Inheritance Tax Return for iI Resident
Decedent."
--Make check or money oroer pavable to: REGISTER OF WILLS. AGENT.
All payments received shall first be applied to 30\' Interest which may be due. with any remainoer applied to the tax.
REFUND (eRl: A refund of a tax credit. may be requested by completing an "Application for Refund of Pennsylvania
Inheritance and Estate Tax" (Form REV- 1 313), Apphcations afe available at the Office of the Register of Wills,
any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering
telephone hnes in Harrisburg - (717) 787-809~. In Philadelchla - (215) 351-2065 or in Pittsburgh -
1412) 565-3601.
OBJECTIONS: Anv carty in Interest not satlsfled With the assessment of tax as shown on tnis Notice may object within
SIX1\' (60l davs of receipt ol thiS Notice as tollows:
--by written protest to th~ Department of Revenue. Boaro of Appeals. P.O. Box 8480. Harrisburg. PA
--o~' election to have tne matter determIned at tM audl!. of the account of tne personal representative
- -oy apceal to tne Orphans' Court.
17105-8480 OR
OR
ADMIN-
ISTRA TIV::
CORRECTIONS:
INTEREST:
ractual error:; dIscovered or. thiS assessmen: snould be aodressed in writing to: Ph Department of Revenue. Bureau
of IndIVIdual Taxes. P.O. Bo>.: 8327, HarrIsburg, FA 17105-e327. ATTN: Post Assessment Review Unit
(717) 757-6505,
See page 3 of the booklet "tn:;trucuons for Inheritance Tax Return for a ReSident Decedent" for an explanation
of aamlnlstratlvely correctable errors.
Pennsvlvanle EstatE' Ta>: cased o~ the Feaera: Estate ray return oecomes dellnauent a: tne eXpIration
Of eIghteen (1 Bi months from tl"le aate o~ aea:n
Taxes wmcl"l Decame oellnquent oeiore Januarv i. 198~ oear Interest el tne rate o~ SlY {6%l Dercent per annum
calculated at a dailv rate of .0001604. All taxes which became oellnQuent on or after Januar\' i. 1982 will bear
Intere5t at a rate which will van' tram calcnaa~ year to calenda~ vear with that rate announced b\' the Pennsvlvanla
Deoartment o~ Revenue. Tne apollcable Interest rates fo~ 1952 through 1967 are:
Year Inleres! RatE Dall\' Interest Factor Ye;,. Interes: Matt' Dall\' interst Factor
1952 20% ,000545 196~ 13~~ .000356
1983 16~l> ,OOOQ5 1966 lOSt ,000274
1954 .,e' .000301 1967 9% .000247
I ,~o
--Interest IS calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Nottce Issued after the tax becomes dellncuent will refiect an mteres: calculat10n to flheen (15) days
beyond the date of lhe assessment. If payment IS made after the Interest computation cate shown on the Notice,
additional Interest must be calculated.
l
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. ;21- 8b-l3,;:u
TRUST UNDER AGREEMENT EVELYN M. MYERS
=====================================
SECOND AND PARTIAL ACCOUN? OF
Allfirst Bank, formerly known as FMB Bank, ~uccessor by
merger to Dauphin Deposit Bank and Trust Company, Trustee
=============~=============================~====================================
Date of Death: Evelyn M. Myers
Philip N. Myers
Date of Trustee's first receipt of funds:
November 2, 1980
April 15, 1998
August 31, 1981
Accounting for the Period:
August 31, 1981 to
June 28, 2000
================================================================================
Purpose of Account: Allfirst Bank,formerly known as FMB Bank, Successor by
merger to Dauphin Deposit Bank and Trust Company, Trustee, offers this account
to acquaint interested parties with the transacti.ons that have occurred during
this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Allfirst Bank, formerly known as
FMB Bank, Successor by merger to
Dauphin Deposit Bank and Trust Company
213 Market Street
Harrisburg, PA 17101
or
Johnson, Duffie, Stewart and Weidner
PO BOl< 109
Lemoyne, PA 17043
717/761-4540
"
~" ;,.
,
SUMMARY OF ACCOUNT
Trust under Agreement E:velyn M. Myers
For Period of 08/31/1981 through 06/28/2000
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts: Prior Account
This Account
Net Gain (or LOss) on Sales
or Other Disposition
Less Disbursements:
General Disbursements
Fees and Commissions
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
Page
36
3
3
4-7
8-14
15-18
19
For Information:
Investments Made 20
Changes in Investment Holdings 21
INCOME:
Receipts:
This Account
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
22-23
24-25
26-34
35
Current
Value
.,
Fiduciary
Acquisition
Value
145,815,93 154,318,03
=============== ===============
27,844.42
0.00
206,636,71
18,969.44
42,206.93
---------------
267,813.08
27,844.42
--------------- ---------------
239,968.66
86,325.95
---------------
153,642.71
19,028.64
0.00
---------------
19,028,64
1,613.39
---------------
17,415.25
16,739.93
---------------
675.32
COMBINE:D BALANCE: ON HAND 154,318.03
2
===============
.,
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
Assets as per First and
Partial Accounting Adjudicated
206,636.71
Cash:
05/17/94
Commonwealth of Pennsylvania -
1993 Tal< Refund
11. 00
OS/24/95
Commonwealth of Pennsylvania -
1994 Tal< Refund
87.00
06/27/95
Internal Revenue Service -
1994 Income Tal< Refund
688.00
06/02/98
Internal Revenue Service -
1997 1041 Refund
2,004.00
07/02/98
PA Department of Revenue -
1997 PA-41 Refund
240.00
04/24/00
PA Department of Revenue -
1999 Fiduciary Income Tax
Refund
135.00
07/31/86
Philip N. Myers - Refund on
Advance for Medical Procedure
done at UCLA Hospital
278.60
10/29/82
Robert L. Myers, Jr. -
Addition to Account
10,000.00
01/12/83
Robert L. Myers, Jr. -
Adjustment in Social Security
Jan. 1978 to Nov. 2, 1980
1,000.30
04/30/84
Transfer from Income
3,300.00
07/24/84
Transfer from Income
1,225.54
--------------
225,606.15
--------------
TOTAL RECEIPTS OF PRINCIPAL..............,
225,606.15
--------------
--------------
3
.
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
03/04/83 105 Pennsylvania Power and Light
Company
Net Proceeds 2,457.55
Fid. Acg. Value 1,824,38 633.17
11/03/83 8,965 uni ts Common Stock Collective
Investment Fund
Net Proceeds 87,947.55
Fid. Acg. Value 74,999.40 12,948.15
05/04/84 581 units Fixed Income Collective
Investment Fund
Net Proceeds 5,001.11
Fid. Acg. Value 5,027.45 26.34
08/03/84 588 units Fixed Income Collective
Investment Fund
Net Proceeds 5,008.33
Fid. Acg. Value 5,088.02 79.69
11/05/84 222 uni ts Fixed Income Collective
Investment Fund
Net Proceeds 2,004,74
Fid. !leg. Value 1,920,99 83.75
02/05/85 539 units Fixed Income Collective
Investment Fund
Net Proceeds 5,009.10
Fid. Acg. Value 4,664.02 345.08
07/05/85 207 units Fixed Income Collective
Investment Fund
Net Proceeds 2.001. 76
Fid. Acg. Value 1,827.55 174.21
09/05/85 465 units Fixed Income Collective
Investment Fund
Net Proceeds 4,500.40
Fid. Acg. Value 4,105.37 395.03
4
04/03/86 206 units Fixed Income Collective
Investment Fund
Net Proceeds 2,195.28
Fid. Acq. Value 1,820.37 374.91
04/06/87 154 units Fixed Income Collect i ve
Investment Fund
Net Proceeds l,639.64
Fid. Acq. Value 1,362.60 277 , 04
04/05/88 17 units Fixed Income Collect i ve
Investment Fund
Net Proceeds 166.56
Fid. Acq. Value 150.42 16.14
04/02/92 8 units Fixed Income Collective
Investment Fund
Net Proceeds 82.47
Fid. Acq. Value 70.78 11. 69
04/05/93 57 units Fixed Income Collective
Investment Fund
Net Proceeds 625.61
Fid. Acq. Value 504.34 121. 27
06/03/93 28 units Fixed Income Collective
Investment Fund
Net Proceeds 305.71
Fid. Acq. Value 247.74 57.97
09/02/93 15 units Fixed Income Collective
Investment Fund
Net Proceeds 167.05
Fid. Acq. Value 132.72 34.33
12/02/93 15 units Fixed Income Collective
Investment Fund
Net Proceeds 164.56
Fid. Acq. Value 132.72 31.84
04/05/94 19 units Fixed Income Collective
Investment Fund
Net Proceeds 200.52
Fid. Acq. Value 168. 11 32.41
5
06/03/94 3l units Fixed Income Collective
Investment Fund
Net Proceeds 321. 08
Fid. Acq. Value 274.29 46.79
09/02/94 18 units Fixed Income Collective
Investment Fund
Net Proceeds 185.76
Fid. Acq. Value 159.26 26.50
10/04/94 15 units Fixed Income Collective
Investment Fund
Net Proceeds 152.26
, Fid. Acq. Value 132.72 19.54
i
"1 02/02/95 26 units Fixed Income Collect i ve
Investment Fund
Net Proceeds 260.69
Fid. Acq. Value 230.05 30.64
04/01/96 18,785 units Fixed Income Collective
Investment Fund
Net Proceeds 194,960.42
Fid. Acq. Value 166,328.48 28,631. 94
03/26/97 289.256 shares Marketvest Funds Inc.
Intermediate US Government
Bond Fund #593
Net Proceeds 2,800.00
Fid. Acq. Value 2,892.56 92.56
06/11/97 57.607 shares Marketvest Funds Inc.
Intermediate US Government
Bond Fund #593
Net Proceeds 559.94
Fid. Acq. Value 576.07 16.13
07/28/97 50.713 shares Marketvest Funds Inc.
Intermediate US Government
Bond Fund #593
Net Proceeds 500.00
Fid. Acq. Value 508.13 8.13
09/11/97 9.637 shares Marketvest Funds Inc.
Intermediate US Government
Bond Fund #593
Net Proceeds 93.87
Fid. Acq. Value 96.37 2.50
6
-;
i
,
(-1
~......,.,-
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Helen J. Myers
09/28/98
Helen J. Myers - Principal
Distribution
10,000.00
Lisa E. Myers
07/16/98
Lisa E. Myers - Principal
Distribution
10,000.00
Virginia E. Meloy
07/27/98
Virginia E. Meloy - Principal
Distribution
10,000.00
Philip N. Myers - Principal
Distribution
03/30/82 Philip N. Myers - Principal 2,500.00
Distribution
05/04/82 Philip N. Myers .. Principal 1,645.00
Distribution
06/03/82 Philip N. Myers - Principal l,645.00
Distribution
07/08/82 Philip N. Myers - Principal 1,645.00
Distribution
08/04/82 Philip N. Myers - Principal 1,645.00
Distribution
08/30/82 Philip N. Myers - Principal 1,645.00
Distribution
10/06/82 Philip N. Myers - Principal 1,520.00
Distribution
11/05/82 Philip N. Myers - Principal 1,520.00
Distribution
15
11/30/82 Philip N. Myers - Principal 1,520.00
Distribution
12/31/82 Philip N. Myers - principal 1,520.00
Distribution
01/31/83 Philip N. Myers - Principal 1,743.00
Distribution
02/28/83 Philip N. Myers - Principal 1,643.00
Distribut.ion
03/30/83 Philip N. Myers - Principal 1,713.00
Distribution
05/02/83 Philip N. Myers - Principal 1,643.00
l~ Distribution
OS/27/83 Philip N. Myers - Principal 1,643.00
Distribution
07/01/83 Philip N. Myers - Principal 1,414.80
Distribution
07/29/83 Philip N. Myers - Principal 1,343.00
Distribution
08/31/83 Philip N. Myers - Principal 1,420.00
Distribution
09/30/83 Philip N. Myers - Principal 1,343.00
Distribution
10131/83 Philip N. Myers - Principal 750.00
Distribution
11/30/83 Philip N. Myers - Principal 750.00
Distribution
01/03/84 Philip N. Myers - Principal 750.00
Distribution
01/31/84 Philip N. Myers - Principal 750.00
Distribution
02/17 /84 Philip N. Myers - Principal 475.00
Distribution
02/29/84 Philip N. Myers - Principal 1,850.00
Distribution
03/30/84 Philip N. Myers - Principal 1,850.00
Distribution
04/27/84 Philip N. Myers - Principal 1,850.00
Distribution
16
05/3l/84 Philip N. Myers - Principal 600.00
Distribution
06/28/84 Philip N. Myers - Principal 832.15
Distribution
07/31/84 Philip N. Myers - Principal 1,200.00
Distribution
08/30/84 Philip N. Myers - Principal 1,445.00
Distribution
09/27/84 Philip N. Myers - Principal 1,263.00
Distribution
10/31/84 Philip N. Myers - Principal 750.00
Distribution
11/29/84 Philip N. Myers - Principal 750.00
Distribution
01/02/85 Philip N. Myers Pr incipal 750.00
Distribution
02/01/85 Philip N. Myers - Principal 750.00
Distribution
03/01/85 Philip N. Myers - Principal 750.00
Distribution
04/01/85 Philip N. Myers - Principal 750.00
Distribution
05/02/85 Philip N. Myers - Principal 750.00
Distribution
05/31/85 Philip N. Myers - Principal 750.00
Distribution
06/28/85 Philip N. Myers - Principal 750.00
Distribution
07/31/85 Philip N. Myers - Principal 750.00
Distribution
08/30/85 Philip N. Myers - Principal 750.00
Distribution
09/30/85 Philip N. Myers - Principal 750.00
Distribution
10/31/85 Philip N. Myers - Principal 750.00
Distribution
11/29/85 Philip N. Myers - Principal 750.00
Distribution
17
INVESTMENTS MADE - PRINCI PAL
# Units Cost
-------
12/09/81 8,965 units Common Stock Collective 74,999.40
Investment Fund - uni ts
purchased
12/10/81 11, 556 units Fixed Income Collective 99,995.22
Investment Fund - units
purchased
03/03/83 254 units Fixed Income Collective 2,396.03
Investment Fund - uni ts
purchased
11/03/83 9,883 units Fixed Income Collective 88,791.84
Investment Fund - units
purchased
02/05/86 118 units Fixed Income Collective 1,195.66
Investment Fund - uni ts
purchased
12/03/86 110 units Fixed Income Collective 1,187.24
Investment Fund - units
purchased
09/05/95 75 units Fixed Income Collective 782.01
Investment Fund .. units
purchased
04/01/96 19,496.042 shares Marketvest Funds Inc. 194,960.42
Intermediate US Government
Bond Fund #593 - shares
purchased
20
.."'.....
INTEREST
------------
ARK Money Market portfolio
0.72
82.88
148.73
138.71
98.80
93.87
97.02
94.72
81. 66
89.86
82.47
79.54
76.99
81.26
82.20
81. 45
85.25
84.83
90.47
89.39
83.63
159.44
184.44
197.51
--------------------------
07/01/98
08/03/98
09/01/98
10/01/98
11/02/98
12/01/98
01/04/99
02/01/99
03/01/99
04/01/99
05/03/99
06/01/99
07/01/99
08/02/99
09/01/99
10/01/99
11/01/99
12/01/99
01/03/00
02/01/00
03/01/00
04/03/00
05/01/00
06/01/00
--------------
2,385.84
capital Reserve Account
1. 99
4.48
11.55
-----------------------
05/01/98
06/01/98
07/01/98
--------------
18.02
--------------
TOTAL INTEREST INCOME.....................
2,403.86
==============
OTHER INCOME
------------
Income as per First and Partial
Accounting
246.81
-------------------------------
--------------
08131/81
246.81
TOTAL OTHER INCOME........................
--------------
--------------
19,028.64
TOTAL RECEIPTS OF INCOME..................
==============
23
08/0S/99
Dauphin Deposit Bank and
Trust Co. - Commission
46.39
09/07/99
Dauphin Deposit Bank and
Trust Co. - Commission
46.39
10/0S/99
Dauphin Deposit Bank and
Trust Co. - Co~nission
46.34
11/0S/99
Dauphin Deposit Bank and
Trust Co. - Commission
46.3S
12/06/99
Dauphin Deposit Bank and
Trust Co. - Commission
46,26
01/0S/00
Dauphin Deposit Bank and
Trust Co. - Commission
46.12
02/07/00
Dauphin Oeposit Bank and
Trust Co. - Commission
46.04
03/06/00
Dauphin Oeposit Bank and
Trust Co. - Commission
46.06
04/0S/00
Allfirst Trust Company of PA,
NA .. Trustee Fee
SO.22
OS/OS/OO
A11first Trust Company of PA,
NA - Trustee Fee
49.91
06/0S/00
A11first Trust Company of PA,
NA - Trustee Fee
49.96
TOTAL DISBURSEMENTS OF INCOME. . . .. .... .,. ......
1,613.39
==============
25
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
Adam L. Myers
-------------
04/30/98 Adam L. Myers .. Income 34.65
Distribution
05/31/98 Adam L. Myers - Income 133.63
Distribution
06/30/98 Adam L. Myers - Income 137.58
Distribution
07/31/98 Adam L. Myers - Income 134.37
Distribution
08/31/98 Adam L. Myers - Income 126.82
Distribution
09/30/98 Adam L. Myers - Income 106.98
Distribution
10/31/98 Adam L. Myers - Income 103.03
Distribution
11/30/98 Adam L. Myers - Income 99.67
Distribution
12/31/98 Adam L. Myers - Income 97.32
Distribution
01/31/99 Adam L. Myers - Income 100.89
Distribution
02/28/99 Adam L. Myers - Income 98.80
Distribution
03/31/99 Adam L. Myers - Income 88.96
Distribution
04/30/99 Adam L. Myers - Income 83.11
Distribution
05/31/99 Adam L. Myers - Income 97.73
Distribution
06/30/99 Adam L. Myers - Income 94.11
Distribution
07/31/99 Adam L. Myers - Income 92.76
Distribution
08/31/99 Adam L. Myers - Income 98.45
Distribution
26
09130/99 Adam L. Mye rs - Income 97.46
Distribution
10/31/99 Adam L. Myers - Income 94.13
Distribution
11/30199 Adam L. Myers - Income 98.71
Distribution
12/31/99 Adam L. Myers - Income 97.34
Distribution
01/31/00 Adam L. Myers - Income 98.78
Distribution
02/29/00 Adam L. Myers - Income 99.76
Distribution
03/31/00 Adam L. Myers - Income 96.12
Distribution
04/30100 Adam L. Myers - Income 102.14
Distribution
05131/00 Adam L. Myers - Income 102.28
Distribution
--------------
2,615.58
Helen J. Myers
--------------
04/30/98 Helen J. Myers - Income 27.72
Distribution
05131/98 Helen J. Myers - Income l06.89
Distribution
06130198 Helen J. Myers - Income 110.06
Distribution
07/31/98 Helen J. Myers - Income 107.50
Distribution
08/31/98 Helen J. Myers - Income 101. 47
Distribution
09/30198 Helen J. Myers - Income 85.57
Distribution
10/31/98 Helen J. Myers - Income 82.42
Distribution
11/30198 Helen J. Myers - Income 79.73
Distribution
27
12/31/98 Helen J. Myers - Income 77.85
Distribution
01/31/99 Helen J. Myers - Income 80.73
Distribution
02/28/99 Helen J. Myers - Income 79.05
Distribution
03131/99 Helen J. Myers - Income 71. 18
Distribution
04130/99 lJe1en J. Myers - Income 66.48
Distribution
05131/99 Helen J. Myers - Income 78.19
Distribution
06/30/99 Helen J. Myers - Income 75.29
Distribution
01/31/99 lJe1en J. Myers - Income 74.21
Distribution
08/31/99 Helen J. Myers - Income 78.78
Distribution
09/30/99 Helen J. Myers - Income 71.96
Distribution
10/31/99 Helen J. Myers - Income 75.31
Distribution
11/30/99 Helen J. Myers - Income 78.96
Distribution
12/31/99 Helen J. Myers - Income 77.88
Distribution
01/31/00 Helen J. Myers - Income 79.02
Distribution
02/29/00 Helen J. Myers - Income 19.19
Distribution
03/31/00 Helen J. Myers - Income 76.89
Distribution
04/30/00 Helen J. Myers - Income 81. 73
Distribution
05/31/00 Helen J. Myers - Income 81. 83
Distribution
--------------
2,092,49
28
Joanne L. Myers
---------------
04/30/98 Joanne L. Myers - Income 69.30
Distribution
05/31/98 Joanne L. Myers .. Income 267 . 23
Distribution
06/30/98 Joanne L. Myers - Income 275.16
Distribution
07/31/98 Joanne L. Myers - Income 268.75
Distribution
08/31/98 Joanne L. Myers - Income 253.67
Distribution
i
,~ 09/30/98 Joanne L. Myers - Income 213.93
Distribution
10/31/98 Joanne L. Myers - Income 206.05
Distribution
11/30/98 Joanne L. Myers - Income 199.33
Distribution
12/31/98 Joanne L. Myers - Income 194 . 63
Distribution
01/31/99 Joanne L. Myers - Income 201. 82
Distribution
02/28/99 Joanne L. Myers - Income 197.62
Distribution
03/31/99 Joanne L. Myers - Income 177. 94
Distribution
04/30/99 Joanne L. Myers - Income 166.21
Distribution
05/31/99 Joanne L. Myers - Income 195.47
Distribution
06/30/99 Joanne L. Myers - Income 188.22
Distribution
07/31/99 Joanne L. Myers - Income 185.53
Distribution
08/31/99 Joanne L. Myers - Income 196.94
Distribution
09/30/99 Joanne L. Myers - Income 194.91
Distribution
29
10/31/99
Joanne L. Myers - Income
DIstribution
188.28
11/30/99
Joanne L. Myers - Income
Distribution
197.41
12/31/99
Joanne L. Myers - Income
Distribution
194.70
01/31/00
Joanne L. Myers - Income
Distribution
197.55
02/29/00
Joanne L. Myers - Income
Diztribution
199.46
03/31/00
Joanne L. Myers - Income
Distribution
192.23
04/30/00
Joanne L. Myers - Income
Distribution
204.32
05/31/00
Joanne L. Myers - Income
Distribution
204.57
5,231.25
Lisa E. Myers
04/30/98
Lisa E. Myers - Income
Distribution
27.72
05/31/98
Lisa E. Myers - Income
Distribution
106.69
06/30/98
Lisa E. Myers - Income
Distribution
110.06
07/31/98
Lisa E. Myers - Income
Distribution
107.50
06/31/98
Lisa E. Myers - Income
Distribution
101. 47
09/30/98
Lisa E. Myers - Income
Distribution
65.57
10/31/98
Lisa E. Myers - Income
Distribution
62.42
11/30/98
Lisa E. Myers - Income
Distribution
79.73
12/31/98
Lisa E. Myers - Income
Distribution
77.85
01/31/99
Lisa E. Myers - Income
Distribution
80.73
30
02/28/99 Lisa E, Myers - Income 79.05
Distribution
03131/99 Lisa E. Myers - Income 71.18
Distribution
04/30/99 Lisa E. Myers - Income 66.48
Distribution
05/31/99 Lisa E. t4yers - Income 78.19
Distribution
06/30/99 Lisa E. Myers - I n come 75.29
Distribution
07131/99 Lisa E. Myers .. Income 74.21
Distribution
08/31/99 Lisa E. Myers - Income 78.78
Distribution
09/30/99 Lisa E. Myers - Income 77,96
Distribution
10/31/99 Lisa E. Myers - Income 75.31
Distribution
11/30/99 Lisa E. Myers - Income 78,96
Distribution
12131/99 Lisa E. Myers - Income 77.88
Distribution
01131/00 Lisa E. Myers - Income 79.02
Distribution
02/29/00 Lisa E. Myers - Income 79.79
Distribution
03/31/00 Lisa E. Myers - Income 76.89
Distribution
04/30/00 Lisa E. Myers - Income 81.73
Distribution
05/31/00 Lisa E. Myers .. Income 81. 83
Distribution
--------------
2,092.49
31
Philip N. Myers, Jr,
--------------------
04/30/9B Philip N. Myers, Jr. - Income 34.65
Distribution
05/31/9B Philip N. Myers, Jr. - Income 133.62
Distribution
06/30/9B Philip N. Myers, Jr. - Income 137.58
Distribution
07/31/9B Philip N. Myers, Jr. - Income 134.38
Distribution
08/31/9B Philip N. Myers, Jr. - Income 126.83
Distribution
09/30/98 Philip N. Myers, Jr. - I ncorne 106.97
Distribution
10/31/98 Philip N. Hyers, Jr. - Income 103.03
Distribution
11/30/98 Philip N. Myers, Jr. .. Income 99.66
Distribution
12/31/98 Philip N. Myers, Jr. - Income 97.32
Distribution
01/31/99 Philip N. Myers, Jr. - Income 100.91
Distribution
02/28/99 Philip N. Myers, Jr. .. Income 98.81
Distribution
03/31/99 Philip N. Myers, Jr. - Income 88.97
Distribution
04/30/99 Philip N. Myers, Jr, - Income 83.10
Distribution
05/31/99 Philip N. Myers, Jr. - Income 97.74
Distribution
06/30/99 Philip N. Myers, Jr. - Income 94.11
Distribution
07/31/99 Philip N. Myers, Jr. .. Income 92.76
Distribution
08/31/99 Philip N. Myers, Jr. - Income 98.47
Distribution
09130/99 Philip N. Myers, Jr. - Income 97.45
Distribution
32
10/31/99 Philip N. Myers, Jr. - Income 94.14
Distribution
11/30/99 Philip N. Myers, Jr. - Income 98.70
Distribution
12/31/99 Philip N. Myers, Jr. - Income 97.35
Distribution
01/31/00 Philip N. Myers, Jr. - Income 98.78
Distribution
02/29/00 Philip N. Myers, Jr. - Income 99.74
Distribution
03/31/00 Philip N. Myers, Jr. - Income 96.11
Distribution
04/30/00 Philip N. Myers, Jr. - Income 102.16
Distribution
05/31/00 Philip N. Myers, Jr. - Income 102.29
Distribution
--------------
2,615.63
Virginia E. Meloy
-----------------
04/30/98 Virginia E. Meloy - Income 27.72
Distribution
05/31/98 Virginia E. Meloy - Income 106.89
Distribution
06/30/98 Virginia E. Meloy - Income 110.06
Distribution
07/31/98 Virginia E. Meloy - Income 107.50
Distribution
08/31/98 Virginia E. Meloy - Income 101. 47
Distribution
09/30/98 Virginia E. Meloy - Income 85.57
Distribution
10/31/98 Virginia E. Meloy - Income 82'.42
Distribution
11/30/98 Virginia E. Meloy - Income 79.73
Distribution
12/31/98 Virginia E. Meloy - Income 77 ,85
Distribution
01/31/99 Virginia E. Meloy - Income 80.73
Distribution
33
02/28/99 Virginia E. Meloy - Income 79.05
Distribution
03/31/99 Virginia E. Meloy - Income 71.18
Distribution
04/30/99 Virginia E:. Meloy - Income 66.48
Distribution
05/31/99 Virginia E:. Meloy - Income 78.19
Distribution
06/30/99 Virginia E. Meloy - Income 75.29
Distribution
07/31/99 Virginia E. Meloy - Income 74.21
Distribution
08/31/99 Virginia E. Meloy - Income 78.78
Distribution
09/30/99 Virginia E. Meloy .. Income 77.96
Distribution
10/31/99 Virginia E. Meloy - Income 75.31
Distribution
11/30/99 Virginia E. Meloy .. Income 78.96
Distribution
12/31/99 Virginia E. Meloy - Income 77 .88
Distribution
01/31/00 Virginia E. Meloy .. Income 79.02
Distribution
02/29/00 Virginia E. Meloy .. Income 79.79
Distribution
03/31/00 Virginia E. Meloy .. Income 76.89
Distribution
04/30/00 Virginia E. Meloy - Income 81. 73
Distribution
05/31/00 Virginia E. Meloy - Income 81. 83
Distribution
--------------
2,092.49
--------------
TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 16,739.93
==============
34