HomeMy WebLinkAbout02-15-08
..-J
15056041169
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO Box 280601
Harrisburg, PA 17128-0601
E'NTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~\ "()\
b'53 \
Date of Birth
202-20-7250
05172007
10051927
Decedent's Last Name Suffix
Decedent's First Name
MEYERS
DORIS
MI
A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
12~ 1. Original Retum
[J 4. Limited Estate
Q~
[J
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
0 2. Supplementat Return 0 3. Remainder Return (date of death
prior to 12-13-82)
0 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required
death after 12-12-82)
0 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
0 10. Spousal Poverty Credit (date Df death 0 11. ElectiDn to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
BEVERLY S HOLLERBUSH
7-717-938-3418
,
-rl
Firm Name (If Applicable)
"j
E ONLY -
,':',
"
First line of address
\...i'-i
125 TAYLOR ROAD
11
-ry
Second line of address
r'")
, I
City or Post Office
State
ZIP Code
DATE FILE&,'l
ETTERS
PA
17319
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge,
SIGNATURE OF PERSON RESPONSIB FOR FILING RETURN DATE
<\)J~'--u~'--; ,~t.___ c:J 11'1 c?
ADDRESS
125 TAYLOR ROAD ETTERS/PA. 17319
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041169
15056041169
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15056042160
REV-1500 EX
Decedent's Name: DORIS A MEYERS
RECAPITULATION
1. Real estate (Schedule A)
. . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . .
........2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
...... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . . . 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested . . . . . . . 7.
8. Total Gross Assets (total Lines 1 - 7) . . . .
.......8.
9. Funeral Expenses & Administrative Costs (Schedule H) . . .
........ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 11.
12. Net Value of Estate (Line 8 minus Line 11). . . . . . . . . . . . . . . . . . . . . . . . . . . . " 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . .
14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x .0_
16. Amount of Line 14 taxable
at lineal rate x .0
17. Amount of Line 14 taxable
at sibling rate x .12
18. Amount of Line 14 taxable
at collateral rate X .15 813, 980.22
15.
16.
17.
18.
19. TAX DUE. . . . . ..
................... 1~
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042160
Decedent's Social Security Number
202-20-7250
78,565.54
5,610.15
1,017,495.87
1,101,671.56
57,862.94
57,862.94
1,043,808.62
230,628.40
813,180.22
122,097.03
122,097.03
o
15056042160
.....J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 0 7 - 0521
DECEDENT'S NAME
DORIS A MEYERS
STREET ADDRESS
835 OAK OVAL
CITY , STATE I ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
122,097.03
105,263.16
Total Credits (A + B + C) (2)
105,263.16
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
16,833.87
A. Enter the interest on the tax due.
8 Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
16,833.87
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 IX]
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . 0 89
c. retain a reversionary interest; or ......................................................... 0 89
d. receive the promise for life of either payments, benefits or care? ........................... 0 89
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 IX]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 IX]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [X]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is three (3) percent [72 P.S. 99116(a)(1.1.)(i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116(a)(1.1 )~i)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent,
an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted
in 72 P.S. S9116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116(a)(1.3)]. A sibling is
definl9d, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBUHG, PA 17128-0601
REV-1162 EXI11-95)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HOllERBUSH BEVERLY S
125 TAYLOR ROAD
ETTEI={S, PA 17319
,- fold
; ESTATE INFORMATION: SSN: 202-20-7250 -
,
FILE NUMBER: 2107-0521
i
,
i DECEDENT NAME: MEYERS DORIS A
i DATE OF PAYMENT: 08/17/2007
. POSTMARK DATE: 08/17/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 05/17/2007
--
NO. CD 008560
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $100,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 112
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
$100,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1502 EX+ (6-98)
CCMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
DORIS A MEYERS
FILE NUMBER
21-07-0521
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pnce at which property would be
exchange between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
VALUE AT DATE
OF DEATH
ITEM
NUMBER
1.
APARTMENT IN MESSIAH VILLAGE REMAINING VALUE
78,565.54
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
78,565.54
~~~~jah
Continuing Care Retirement Services - Founded 1896
June 2, 2007
Beverly Hollerbush
125 Taylor Rd.
Etters, P A 17319
Dear Ms. HolIerbush:
I am writing to you concerning the refund due for the apartment occupied by Doris Meyers at 835
Oak Oval, Messiah Village.
The acquisition fee paid for the unit in September 2003 was $117,262.00. The agreement was
terminated May 31, 2007. Seventy- five percent of the acquisition fee was amortized over 44
months leaving a refund in the amount of $78,565.54 (see enclosed amortization schedule).
The payment of the refund will take place upon acquisition of the unit by another resident.
If you have any questions regarding the refund, please call me at (717) 591-7204.
Sincerely,
rrllCfliU fro jl1M flv LUrl
Michele Maglich Brown
Manager of Financial Operations
Encl.
] 00 Me. Allen Drive. Mechanicsburg, PA 17055-6100
(717) 697-4666 . Fax (717) 790-8200 . www.messiahvillage.org
~ ~- L.......... _~_..... T .:i'~
REV-1S03 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-07-0521
All property joinlly-owned with right of survivorship must be disclosed on Schedule F.
ESTATE OF
DORIS A MEYERS
I
ITEM
NUMBER
1.
DESCRIPTION
VALUEAT DATE
OF DEATH
N / A
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
DORIS A MEYERS
FILE NUMBER
21-07-0521
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUEAT DATE
OF DEATH
1.
FISHING CREEK SALEM UNITED METHODIST CHURCH
5,610.15
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,610.15
Fishing <1ee~
1A-\Salem United
~I Methodist (burch
Pastors
Paul S. Wilcox
Pau/1v. Baughman
(717) 938-1928. Fax (717) 938-2660
June 28, 2007
Mr. Roy Meyers
351 Spring Run Court
Etters, PA 17319
Dear Roy,
Fol1owing is a statement of the loan made to our building fund drive by
Doris Meyers.
6/24/02 Original loan, note # 024
5/30/03 Paid back
Balance
6/24/07 Interest due
Total amount owed to Doris
$6000.00
540.00
5460.00
150 . 15
5610.15
We are thankful to Doris and to all who made our project possible.
Sincerely,
4-' ~
Building Fund Treasurer
402 Valley Road, Etters, Pennsylvania 17319
REV-1!i08 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
DORIS A MEYERS
FILE NUMBER
21-07-0521
Include the proceeds 01 litigation and the date the proceeds were received by the estate.
All property jointly-owned with right 01 survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7 .
8 .
9.
10.
11.
12.
DESCRIPTION
2007 TOYOTA CAMRY VALUE FROM DEALER
PERSONAL PROPERTY (VERY OLD)
VALUEAT DATE
OF DEATH
15,000.00
500.00
AMOUNTS INCLUDE ACCRUDED INTEREST
CITIZENS BANK checking act # 610067-743-5
11 month CD # 6244-045136
11 month CD # 6247776050
11 month CD # 6248-759133
12 month CD # 6140-738113
30 month CD # 6244-045144
ACCOUNT # L7K-362913
30 MONTH CD # 052-0144109
CD ACT # 31003914602072
CD ACT # 310039139118024
CD ACT # 310039114550015
CD ACT # 31003914514681
CD ACT # 31003913918032
M&T INVESTMENT GROUP ACT# AZD341675
IRA ACT# 1600085567
CDA # 31900261397
CDA # 31600302471
CDA # 31000305378
DDA # 5004769258
FULTON BANK
M&T BANK
PNC BANK
13,885.28
10,026.79
11,018.21
9,014.47
5,000.51
50,111.51
14,467.41
9,345.35
23,002.47
20,220.37
5,179.50
25,177.82
11,011.82
108,416.13
534,844.39
5,010.64
20,078.04
12,934.86
3,352.28
PRINCIPAL CONTRACT # 8623320
TRANSAMERICA ANNUITY # 02PB0002592
HH SAVING BONDS M3442574 HH
M3442575 HH
M3442576 HH
M3442577 HH
M3442578 HH
INTEREST ON ALL BONDS
87,435.41
15,146.24
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
100.00
JOHN HANCOCK INS CO -REFUND
674.37
REFUND OF PERSONAL FED & STATE TAXES FOR 2007
1,542
TOTAL (Also enter on line 5, Recapitulation) $ 1, 017 , 495 . 87
(II more space is needed, insert additional sheets olthe same size)
T~R
BUICK
COMPANY
"We take care OJ'YOll''
To Whom It May Concern:
For the Estate of Doris A.Meyers on May 31, 2007 her 2007 Toyota Camry
LE Vin#4TIBE46K57U555703
With 5454 miles was appraised for 15,000.00. Any further questions relating to
this subject please feel free to contract me.
Used Car Sales Mgr.
7lh~
David Smith
Tumer Buick Company
4201 Chambers Hill Ad
Harrisburg, PA 17111 .
4201 CHAMBERS HILL ROAD, HARRISBURG, PA 17111
(717) 564-2240 FAX (717) 564-2473
08/12/2007 20:19
71 793821151 7
ROY D MEYERS
PAGE 03
a Citizens Bank'"
Account Number 6100677435
Account Title DORIS A MEYERS
Date Opened 2/911976
Account Type Checking
Principal Balance as of DOD $13,885.28
Interest from Last Posting to DOD $.00
Account Balance as of DOD $13,885.28
YTD Interest to DOD $8.35
08/12/2007 20:19
71 793821151 7
ROY D MEYERS
PAGE 05
a Citizens Bank'~
Account Number 6244-045136
Account Title DORIS A MEYERS
Date Opened 1/28/2004
Account Type Time Deposits
Principal Balance as ofDOD $10,000.00
Interest from Last PostinR: to DOD $26.79
Account Balance as ofDOD $10,026.79
YTD Interest to DOD $162.11
08/12/2007 20:1g
71 7g3821151 7
ROY D HEYERS
PAGE 07
a Citizens Bank'"
Account Number 6247-776050
Account Title DORIS A MEYERS
Date Opened 10/5/2005
ACCOlUlt Type Time Deposits
Principal Balance as of DOD $11,000.00
Interest fro.m Last Postin~ to DOD $18.21
Account Balance as of DaD $11,018.21
YTD Interest to DOD $211.61
08/12/2007 20:19
71 793821151 7
ROY D MEYERS
PAGE 08
a Citizens Bank'~
Account Number 6248-759133
Account Title DORlS A MEYERS
Date Opened 1/6/2006
Account Type Time Deposits
Principal Balance as of DOD $9,000.00
Interest frQrnLast PoMiruz: te DOl) $14.47
Account Balance as of ODD $9,0] 4.47
YTD Interest to DOD $182.07
08/12/2007 20:19
71 793821151 7
ROY D MEYERS
PAGE 04
a Citizens B,anklM
Account Number 6140- 738113
Account Title DORlS A MEYERS
Date Opened 3/18/1999
Account Type Time Deposits
Principal Balance as of DOD $5,000.00
Interest from Last Posting to DOD $.51
ACCOllllt Balance as of DOD $5,000.51
YTD Interest to DOD $84.28
08/12/2007 20:19
71 793821151 7
ROY D MEYERS
PAGE 05
a Citizens Bank'"
Account Number 6244-045144
Account Title DORIS A MEYERS
Date Opened 1/28/2004
Account Type Time Deposits
Principal Balance as of DOD $50,000.00
Interest from Last Postin~ to DOD $111.51
Accooot Balance as ofDOD $50,111.51
YTD Interest to DOD $648.29
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July 6, 2007
Beverly S. Hollerbush
125 Taylor Road
Etters, Pennsylvania 17319
Dear Ms. Hollerbush:
RE: Doris A. Meyers, deceased May 17,2007
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
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CD # 052-0144109, open 7/6/2001, rollover 2/6/2006, matures
8/6/2007, date of death balance $9,224.70 plus accrued interest
$99.60; paying3.92%, in her name only.
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The decedent also has an account through our trust affiliate, Fulton
Financial Advisors, for information please contact Greg Malin at
(717) 763-2098.
If you should have any further questions, please do not hesitate to contact me at (717)
291-2437.
Very truly yours,
\.,-Jr ~. ,,-'l! ,', .
"U IUJ'-;.",'" ~'.- ,->~( "J.:Y
Karen D. HlllegaSJ
Credit Inquiry Processor
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LISTENING.
1057 0000 48 Y
FEBRUARY 6, 2006
ACCOUNT NUMBER
052-0144109
Fulton Bank
RATE CONFIRMATION NOTICE
30 MONTH CD
AS OF FEBRUARY 6~ 2006~ YOUR ACCOUNT NUMBER 052-0144109 HAS RENEWED FOR A VALUE OF
$8,,870.11. AS O~ THE 1<ENEWAL DATE THE TERM OF THIS CD IS 30 MONTHS AND INTEREST
WILL BE EARNED AT THE RATE OF 4.1600%. THE NEXT MATURITY DATE OF YOUR ACCOUNT WILL
BE AUGUST 6~ 2008. IF YOU HAVE MADE OTHER ARRANGEMENTS PERTAINING TO THIS
ACCOUNT, PLEASE DISREGARD THIS NOTICE.
DORIS A MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055-8409
'.TO :.
THf,
'. OfletR'
. ":OF:' ....
))ori~A. Meyers Estate
FOR
PURCHASER
Doris A.
MeYl,:rs
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PAY
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Harrisburg Main
June 8,2007
1727
DORIS A MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055
Re: CD Account Closing Notice
Account # 31003914602072
Dear Doris A Meyers,
We are writing to confirm that on 06/07/07, your CD account was closed or transferred.
At that time, the balance was $23,002.47.
We'd like to remind you that M&T Bank is committed to providing you with solutions to
all your financial needs. To find out more about the many ways we can help you with
those needs, simply stop by any M&T Bank office or call the M&T Telephone Banking
Center at 716-626-1900 or 1-800-724-3222. Or ifyou/d like, visit the M&T website at
www.mandtbank.com.
Thank you for banking with M&T Bank.
Sincerely,
M.i.c.he.le. Cole-Hec.:toJz.
Michele Cole- Hector
Customer Service Manager
~:TING L2ILI2JIJ I ,~l n~:T~-:'T~~EI () I
;CRIPTION
DEBIT: WIP TRANSACTION
AUTHORIZATION' ,,",' ,! ,.'-/1\.-/}'':V
'7 I
GF-269 (5/98)
DATE.';-
,.. ,,>. -,
,/ ./ /' r~J' /J
"
J PRODUCT
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>./0.<; 1" U \ ')
/
~Inal - Processing Work
"y 1 - Central Balancing
"y 2 - Branch/DElpt.
;..t '<~
G/l NO. POSTING COST CTR. JULIAN DATE
~ ~ 1/ l-s'fYl
CUSTOMER SIGNATURE
ORIGINATING
COST CENTER
I/~)I JI()!y!
SEQ. NO,
~
PlJo~~
')
Harrisburg Main
June 8, 2007
1723
DORIS A MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055
Re: CD Account Closing Notice
Account # 31003?13918024
.
Dear Doris A Meyers,
We are writing to confirm that on 06/07/07, your CD account was closed or transferred.
At that time, the balance was $20,220.37.
We'd like to remind you that M&T Bank is committed to providing you with solutions to
all your financial needs. To find out more about the many ways we can help you with
those needs, simply stop by any M&T Bank office or call the M&T Telephone Banking
Center at 716-626-1900 or 1-800-724-3222. Or if you'd like, visit the M&T website at
www.mandtbank.com.
) Thank you for banking with M&T Bank.
Sincerely,
M~chele Cole-Hectok
Michele Cole- Hector
Customer Service Manager
DESCFlIPTION
DEBIT: WIP TRANStC~ON
AUTHORIZATIOti '-c1C"'~ /~ ,-I rrfOLJ
tT) /). ,
I,
GF-269 (5/9B)
I/! (7' I',., n
DATEIP I /V{
EMPLOYEE NUMBER
g~~N.ATING ~ I 'ilf.1 (-\ fl. C1
CENTE'R ~ I..' .'..
SUB PRODUCT
Original - Processing Work
Copy 1 ~ Central Balancing
Copy 2 - BranchlDept.
l,' I i..._"-'
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~~
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Harrisburg Main
June 8,2007
r
.~
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~.
1726
t
,.
f'
~
DORIS A MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055
Re: CD Account Closing Notice
Account# 31003914550015
- .....
Dear Doris A Meyers,
We are writing to confirm that on 06/07/07, your CD account was closed or transferred.
At that time, the balance was $5,179.50.
We'd like to remind you that M&T Bank is committed to providing you with solutions to
all your financial needs. To find out more about the many ways we can help you with
those needs, simply stop by any M&T Bank office or call the M&T Telephone Banking
Center at 716-626-1900 or 1-800-724-3222. Or if you'd like, visit the M&T website at
www.mandtbank.com.
Thank you for banking with M&T Bank.
Sincerely,
M-i.c.he..e.e. Cole. -He.c.:tolt.
Michele Cole- Hector
Customer Service Manager
ORIGINATING C2I2JlI[J.' . /"..- ~ r~LTE~ TMiB/E~ I
y ./~,',,/ "/-" C "',I" '
COST , " ,r, I ) (,. '~ ()
CENTIER .','/ I /
DEBIT: WIP TRANSACTIQN
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AUTHORIZATION '.:.9' '//' ,. n~,";;-u
/- .1
h" 69 (5/98)
"'
DATE 1':>/7 (.T)
I su, ,"OOUQ
. 0"'""'''''0'
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, Original" Processing Work
Copy 1 " Central Balancing
Copy 2 - Branch/Dept.
,"
t
CUSTOMER SIGNATURE
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G/L NO, POSTING COST CTR. JULIAN DATE
~ ~ UEID
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,
Harris burg Main
June 8, 2007
1725
DORIS A MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055
Re: CD Account Closing Notice
Account # 310039145146~
,
Dear Doris A Meyers,
We are writing to confirm that on 06/07/07, your CD account was closed or transferred.
At that time, the balance was $25,177.82.
'We'd like to remind you that M&T Bank is committed to providing you with solutions to
all your financial needs. To find out more about the many ways we can help you with
those needs, simply stop by any M&T Bank office or call the M&T Telephone Banking
Center at 716-626-1900 or 1-800-724-3222. Or if you'd like, visit the M&T website at
www.mandtbank.com.
Thank you for banking with M&T Bank.
Sincerely,
M-i.c.he.le. Cote -HectOlt
Michele Cole- Hector
Customer Service Manager
g~~~NATING ~ 1.J/l~:;llfrfl e-1 ~U~~~~~~~~N TRA~~~X~~k;'~)
CENTEfl ~ - --f I ' "
GF-2p9 (5/98)
I I,"" i -.,
DATE GI! 'I /('.L
DESCRIPTION
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Copy 1 - Central Balancing
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SEQ. NO.
I ~7111
~F:!~~~
Harrisburg Main
June 8, 2007
1724
DORIS A MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055
Re: CD Account Closing Notice
Account # 31003913918032
Dear Doris A Meyers,
We are writing to confirm that on 06/07/07, your CD account was closed or transferred.
At that time, the balance was $11,011.82.
We'd like to remind you that M&T Bank is committed to providing you with solutions to
all your financial needs. To find out more about the many ways we can help you with
those needs, simply stop by any M&T Bank office or call the M&T Telephone Banking
Center at 716-626-1900 or 1-800-724-3222. Or if you'd like, visit the M&T website at
www.mandtbank.com .
Thank you for banking with M&T Bank.
Sincerely,
M.<.c.he.ie. Cote. -He.c.:toJt
Michele Cole- Hector
Customer Service Manager
EMPLOYEE NUMBER
ORIGINATING ~l /1 v' 1"1"1 (71 I -~--1 J1 ()~ I
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DESCRIPTION
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~~~
~ M&l'hwestment Group
M&T Securities, Inc.
2875 Union Road, Suite 30-33, Cheektowaga, NY 14227
Date of death valuation
For the account of: Doris A. Meyers
Beverly Hollerbush
125 Taylor Road
Etters PA 17319
Account # AZD341675
Date of death- 05/17/2007
Description of Security Quantity Date of Price per sh on
Valuation valuation date
MTB Money Market CL A 37821.88 5/17/07 1.00
Fed Adj Rate Securities 2213.972 5/17/07 9.49
Fed Max Cap Fd 965.324 5/17/07 27.85
Federated Intermediate 2174.579 5/17/07 10.26
3 7 f? ;2 I, ~8'"
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2.b ~~Y, '-7
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1'.2-/JII./&-
10'8.0;2.'1.9 -.:
We have received the information presented above from sources, which we
believe to be accurate. However, we do not guarantee their accuracy. The
price per share on valuation date is the closing price on that date.
Please contact Client Solutions with any further questions, or if we may be of
further assistance to you at 1-800-724-7788, Option #1. Thank you.
Sincerely,
Wt~
Shawna Donovan
M& T Securities, Inc.
Investments: . Are Not FDIC-Insured' Have No Bank Guarantee' May Lose Value
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r:! M&T Investment Group
P.o. Box 1377
Buffalo, NY 14240-9828
Account Summary Section
Statement of Value and Activity
Apri/1, 2007 - June 30,2007
This Period
1/1/07 to 6/30/07
$521,118.51
$39.09
-$11,369.48
$8,902.05
$13,586.59
$532,276.76
$21,910.31
Beginning Market Value
Cash Additions
Cash Disbursements
Income
Change in Market Value
Ending Market Value
Realized Gains/Losses
(Included in Total Above)
$524,299.47
$36.65
-$6,915.90
$4,145.01
$10,711.53
$532,276.76
$21,531.11
Investment Objective: Income & Growth: Generate returns from income and appreciation over a
long-term, investing in primarily bonds and some equities. M&T's Investment Policy Committee set
the current range percentages as Cash 0-10, Fixed Income 45-65, & Equity 30-50.
Asset Class Balance
II 100%
0%
Cash & Equivalents
Fixed Income
$531,254.50
$1,022.26
$532,276.76
100% Total Assets Value
--,
Meye,rs, Doris A, IRA. Account # 1600085567
)
Page 1 of 15
4148 -0500447
~~
~ M&I'Investment Group
1600085567
l
No.0130 6430 2
Date
REMITTANCE i\MO\ONr
INCOME I PRINCIPAL
X
MEYERS, DORIS A, IRA
ADM:
RUTH ANN MCMILLEN
534,844.39
IRA DEATH BENEFIT
PER RECPT & RELEASE CASH PORTION OF RESIDUE IN IRA
1600085567 DORIS A MEYERS DOD 5/17/07
CS 641
23
DETACH AND RETAIN THIS PORTION FOR YOUR RECORDS
HOLO DOCUMENT UP TO THE UGHT TO VIEW TRUE WATERMARK
r:g M&I'Inrestment ~. -
1600085567
PAY FIVE HUNDRED THIRTY-FOUR THOUSAND EIGHT HUNDRED FORTY-FOUR AND 39/100
AMOUNT
342520293201342523 NEW 12/Q4 8410017370
,;>:<:
. .
HOLD OOCUMENT UP TO THE UGHT TO VIEW TRUE WATERMARK
)~~ 013064302
DRAWER: M & T BANK
DATE
8/9/07
$534,844.39
... '''''l r- fT'I~ "\rT ",.., T"I r'\
4J~
XIITI..U"'\OI71::r"\ ~I~ ATIICC::
M>
TO THE
ORDER
OF
ESTATE OF DORIS A MEYERS
CIO BEVERLY S HOLLERBURSH, EXECUTRIX
1(1'. pl\ Ie Colleen M
..41'. I " Crowder/Consumer/PGH/PN
C
06/22/2007 09:44 AM
Doris A Meyers (Deceased)
SS# 207-40-9926
00005-17-2007
To Nicole D Silks/ConsumerISCP/PNC@PNC
cc
bcc
Subject Meyers, Doris A date of death balance
ACCOUNT NUMBER * DATE OF DEATH BALANCE + ACCRUED INTEREST
CDA 31900261397
CDA 31600302471
CDA 31000305378
DDA 5004769258
5,000.00
+
10.64
20,000.00
+
78.04
12,914.90
+
19.96
3,351.88
+
0.40
If you selected the balances to be sent to the "Branch" they will only be sent to
the requestor by Lotus Notes.
Have a nice day.
June 27, 2007
Prlltlp.l W.
In..rance Conapany
Prlacor Fi.ancial
S.rvlc.. Corporain
THE ESTATE OF DORIS A MEYERS
Cia BEVERLY S HOLLERBUSH, EXECUTRIX
125 TAYLOR RD
ETTERS, PA 17319
Re: Doris A Meyers
Contract No. 8623320
Dear Beverly:
The accumulated value of this account on May 17,2007 was $87,027.72.
Date of Death Value
Cost Basis
Taxable Gain
$87,027.72
$11,701.35
$75,326.37
The date of death value will be earning 3% interest from the date of death until
settlement date.
If you have questions you can reach us at 800 8524450, Monday through Friday from 7;00 a.m. to
7:00 p.m., CST.
Sincerely,
Annuity Services
(800) - 852-4450
DV
Your representative
Gregory Malin
A0562-2262
Corporate Centur; Des Moines, Iowa 50392-1770 (BOO} 852-44W
S8CUriti~$ offsrlld through Prine or Financial Serviclls Corporlftion, (BOO) 247-4123, m9mbsr SIPC.
PrinciplIl Life IInd Princo" (lf8 members of th~ PrinaiplIl Finsnci91 Group", VIIS MoiJ1B&, IA 5lJ392.
2:0 39~d
S~3A3W a AO~
L lS112:BE5L 1L
02::90 L002:/01/L0
~
JIII"""'~::un;ial
Principal Life Insurance Company
Des Maines. IA 50392-0001
THE ESTATE OF DORIS MEYERS
\ BEVERLY S HOLLERBUSH, EXECUTOR
835 OAK OVAL
MECHANICBURG, PA 17055
Death Claim: DORIS A MEYERS
Da1:e of Death Va.l ue:
Taxable Snort Term Interest:
Net Benefit Payable:
Ta:cable Ga in:
Tax Year: 200'7
\
~\'Q\~-
$871.027.72
~407. 72
$87,435.44
$75,326.37
\='~~
,-~~
(Detach and Retain tor Your Records)
'1 AC
K i4338;;:37 (\7/12/2007
...~ ":""/.--'.---' ~- .,.-.
SB7,.c3S .c4 WVoIILLJ
..... ..;..l?.~~~ .BAC!<9~_OU~l?.~~ ~1:l~~a.~_S..cg~<?R.(3R.AD_~~L~Y_FRi?~~.Tg~!9_~~!T<?~ ','u J
. .,' . ,_ A~""''\IO'''O",(hcooo~''''::''''t>;-",,_1l
VERIFY THE AUTHENTICITY OF THIS MULTI.TeNE SECURITY DOCUMEN'r.
~..
Financial
, Grol/flt
Prlr-clpaf Life Insu.tal1C8 Company
De.s Moines. IA 50392-{)001
CONTRACT NUMBER 8623320
REFERENCE NUMBER 00036189
THE ESTATE OF DORIS MEYERS
\ BEVERLY S HOLLERBUSH, EXECUTOR
835 OAK OVAL
MECHANI CBURG, PA 17055
C'i<\' ;0
L JHTY-SEVEN THOUS~ND FOlffi HUKDRED THIRTY-FIVE AND 44/100---------
'rl:: NC'RTHEFlN TRUST COMPANY, CHICAGO, IL 0710
. ~YABLE THFtOUGH NQRTHi::Ri\; TRUST BANKfDUPAGE, OAK BROOK. IL
III * . . l, 3 i a 2 3 ? "I I: 0 7 . 11 2 j B 2 B I:
o :2 0 . 5 b 2 0011- 5
K 14338237
70 -2~82r719
D~e 07/12/2007
NOT V".L1D AFTER , 80 DA YS
Amount $******-"87,435.44*
. :-:'j.;~ ;:-:. ;";j. ;.;.;..,;.;..;. :..;;;:..". -..;..;.;.;.;.:,.
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By ;~~~~~.~...-:-:-:-:-:"-:.o:-:-:-:~-:.-:-:'~~~~~~~~~
AL'thor i led S igll8ture(sl
i.T.~~~~
Transamerica Life Insurance Company
4333 Edgewood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
June 21, 2007
Estate of Doris Meyers
c/o Beverly S Hollerbush
12~) Taylor Rd
Etters PA 17319
RE:: Annuity Number(s) 02PB0002592
Dear Personal Representative(s) :
We have received notification, Doris Meyers, annuitant of the above
listed non-qualified tax deferred annuity is deceased. Our office
wishes to extend sincere condolences for your loss.
The following is the current information on this annuity:
Annuitant:
Owner:
Primary Beneficiary:
Annuity Policy Date:
Full Value as of 06/19/2007:
Taxable Portion:
Full Value as of 05/17/2007:
Doris Meyers
Doris Meyers
Estate of Doris Meyers 100%
November 25, 2002
$15,102.14
$ 2,102.14
$15,061.84
The attached document outlines the option available to the estate.
The full value as of the date of death is for tax purposes only and 1S
not a guaranteed death benefit amount.
Operations performed on an automatic basis when applicable have been
terminated, such as; Systematic Payouts or Automatic Billing.
The attached document contains general tax information based on
Transamerica Life Insurance Company's interpretation and should not be
relied upon for your personal tax planning. If you have questions
concerning the direct tax consequences when selecting an option, you
may wish to consult a tax advisor.
Member of the _EGON. Group
\:"
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Page 1 of 1
IMB 08/31/07
ESTATE OF DORIS MEYERS
BEVERLY S HOLDERBUSH EXEC
125 TAYLOR RD
BALANCE
LAST STATEMENT
80814.68
DATE CHECK#
08/03
08/03
08/09
08/31
DDA STATEMENT INQUIRY 10.17.36 PAGE
ACCT NO. 060-000-0000-6213957441
DATE THIS STATEMENT 08/31/07
DATE LAST STATEMENT 07/31/07
*****DDA TRANSACTIONS*****
CHECKS/OTHER DEBITS DEPOSITS/OTHER CREDITS
NO. TOTAL AMOUNT NO. TOTAL AMOUNT
o 0.00 4 83926.14
AMOUNT TYPE TRANSACTION DESCRIPTION
~r~"",oTJ'D@:'K'l':ir'ir15t;Ttl'@;D~i1:tij,2*'i;itr~At:ftJ;11tl;mbM" T.
~' '." .~~~)(~.g:Jt""'''''~:~-;9/<-:,dfl~'h~'''~~''hlt">tf"~tiW".~~i~i*,.;'
260.60 DEPOSIT
M'!1 . .. . . .. . ''''''YF.r'''''''''~'''''''''"''''';) ",
tm1r' .f J~~~~~lit",n\~HH1i!it'Sl.'T,:BPl:J";
78565.54 DEPOSIT - Vll ~55"IfHf
1
BALANCE
THIS STATEMENT
164740.82
BALANCE
86075.28
86175.28
164740.82
t...4-4-.~.lh,.,.~,~1-~,.,.~_4- ~~.t-,.,.__~1 ~:4-:~~_~'L~_1_ ~,.,.__h____L___~__LI"'r'\"'^I_ 1 ""'I I"'\1""'fA 1,
~~ Citizens Bank
1-800-862-6200
Call Citizens' PhoneBank anytime for account information,
current rates and answers to your questions.
US002 BR290
ESTATE OF DORIS MEYERS
BEVERLY S HOLDER BUSH EXEC
125 TAYLOR RD
ETTERS PA 17319
Commercial Account
Statement
o OF 2
Beginning August 01, 2007
through August 31, 2007
Commercial Checking
SUMMARY
Balance Calculation
Previous Balance
Checks
Debits
Deposits & Credits
Current Balance
80,814.68
.00 -
.00 -
83,926.14 +
164,740.82 =
TRANSACTION DETAILS
Deposits & Credits
Date Amount Descrlptlon /2.- J5
08/03 ~,ooo.o Bur Of Pub Debt H/Hh Redmt 080307 23107179077 - V"'....,
08/03 .60 Deposit I
08/09 . Bur Of Pub Debt H/Hh Suppl 0809072202207250012"" (;I f>-ds
08/31 78,565.54 Deposit.l
Daily B:alance
Date
Balance
Date
08/31
Balance
Date
Balance
164,740.82
08/03 86,075.28 08/09
INE\'JS FROM CITIZENS
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We can help grow your business by providing affordable financing options using the equity in
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--Encourage Repeat Business! Sign up for a new merchant services account by September 29th,
2007 and you'll also receive 100 FREE gift cards to sell to you: customers. Also, with your
Citizens Bank business checking account you'll receive next day settlement of funds from
credit card transactions when you choose Citizens Bank Merchant Services as your payment
processor. Call1-800-4BUSINESS or stop by your local branch for details. Terms and
conditions apply.
--Citizens Bank and Paychex (registered trademark) - Payroll services you can count on.
Employees make your business. And Citizens Bank and Paychex make it their business to make
paying your employees as simple and accurate as possible. Paychex, our preferred payroll
service partner, handles the details of payroll, payroll taxes and reporting, so you can
focus on what is most important to you - growing your business. As a Citizens Bank business
86,175.28
ESTATE OF DORIS MEYERS
BEVERLY S HOLDERBUSH EXEC
Business Green Checking
621395-744-1
Previous Balance
- 80,814.68
o
e
Total Deposits & Credits
83,926.14
Current Balance
164,740.82
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Tax Summary and Instructions for Filing
2007 Federal Individual Income Tax Return
Federal refund................................................................................ $
1,462.00
The due date of the Federal Form 1040 is Apri115, 2008.
Your federal refund of $1 ,462.00 will be mailed to you automatically by the Internal Revenue
Service.
Mail the return to:
Department of the Treasury
Internal Revenue Service Center
Kansas City, MO 64999-0002
Tax Summary and Instructions for Filing
2007 Pennsylvania Individual Income Tax Return
State refund... . .. . .. . ... .. ................................. .................. .............. $ 80.00
The due date of Form PA-40 is April 15, 2008.
Your Pennsylvania refund of $80.00 will be mailed to you automatically by the P A Dept of
Revenue.
Mail Pennsylvania return to:
Pennsylvania Department of Revenue
Refund/Credit Requested
3 Revenue Place
Harrisburg, PA 17129-0003
f!#'
/Lj~:2"
8"0/
---
e/!'7~
Form 1040 (2007)
Tax and
Credits
Standard
Deduction
for -
· People who
checked any box
on line 3921 or
39b or who can
be clclimed as a
dependent, see
instructions.
· All others:
Single or Married
filing separately,
$5,350
Married filing
jointly or
Quali~{ing
widow(er),
$10,700
Head of
household,
$7,850
Other
Taxes
Payments
If you have a
quali~ing
child, attach I
Schedule EIC. I
Refund
Direct deposit?
See insllructions
and fill in 74b,
74c, and 74d or
Form 8888.
Amount
You Owe
Third Party
Designee
Sign
Here
Joint return?
See instructions.
Keep a copy
for your records.
Paid
Prepal'er's
Use Only
DORIS A MEYERS
38 Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. ...
39a Check -r lKJyou were born before January 2, 1943, B Blind. Total boxes
I If. _ 0 Spouse was born before January 2, 1943, Blind. checked ~ 39a
_ b If your spouse itemizes on a separate return, or you were a dual-status allen, see Instrs and ck here ~ 39 b
40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . . . . . . . . . . . . . . .
41 Subtract line 40 from line 38 ... . . . . . . . . . . . . . . . . . . . .
42 If line 38 is $117,300 or less, multiply $3,400 by the total number of exemptions
claimed on line 6d. If line 38 is over $117,300, see the instructions.... .........
43 Taxable income. Subtract line 42 from line 41.
If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . _ . .
44 Tax (see instrs). Check if any tax is from:
Pa e 2
13 417.
6 650.
6 767.
42 3 400.
43 3 367.
44 338.
45 O.
46 338.
..... .
a B Form(s) 8814
c Form(s) 8889 .
45 Alternative minimum tax (see instructions). Attach Form 6251
46 Add lines 44 and 45 . . . . . . . . _ . . . . . . .
47 Credit for child and dependent care expenses. Attach Form 2441
48 Credit for the elderly or the disabled. Attach Schedule R
49 Education credits. Attach Form 8863 ..............
50 Residential energy credits. Attach Form 5695 ...........
51 Foreign tax credit. Attach Form 1116 if required. . . . . . . . . . .
52 Child tax credit (see instructions). Attach Form 8901 if required. . . . . . . . . .
53 Retirement savings contributions credit. Attach Form 8880 ..
54 Credits from: a 0 Form 8396 b 0 Form 8859 c 0 Form 8839
. 0 Form 0 Form 0
55 other credits: a 3800 b 8801 C Form
56 Add lines 47 through 55. These are your total credits ...
57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0-
58 Self-employment tax. Attach Schedule SE .... . . . . . . . . . . . . . . . . . . . . . . . . . .
59 Unreported social security and Medicare tax from: a 0 Form 4137 b 0 Form 8919
60 Addilional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required. . . . . . . . . . . .
61 Advance earned income credit payments from Form(s) W-2, box 9 .. . . .
62 Household employment taxes. Attach Schedule H . . . . . . .
63 Add lines 57-62. This is your total tax .... . . . . . . . . . . . . . . . _ . . . . . .
64 Federal income tax withheld from Forms W-2 and 1099 .....
L 65 2007 estimated tax payments and amount applied from 2006 return
6Ga Earned income credit (EIC). . . . . . . . . . . .
b Nontaxable combat pay election. . . . . ~I 6Gbl
67 Excess social security and tier 1 RRTA tax withheld (see Instructions) . 67
68 Additional child tax credit. Attach Form 8812 . . . . . . 68
69 Amount paid with request for extension to file (see instructions) .......... 69
70 Payments from: a 0 Form 2439 b 0 Form 4136 c 0 Form 8885 70
71 Refundable credit for prior year minimum tax from Form 8801, line 27 . . . . 71
72 Add lines 64. 65, 66a, and 67 through 71.
These are your lolal paymenls ..... . . . . . . . . . .
73 If line 72 IS more than line 63, subtract line 63 from line 72. This is the amount you overpaid. . . . . . . . . . .
74a Amount of line 73 you want refunded to ou. If Form 8888 is attached, check here. . ~ 0
~ b Routing number. . . . . . . . XXXXXXXXX I ~ c Type: Checking 0 Savings
~ d Account number ....... XXXXXXXXXXXXXXXXX I
75 Amount of line 73 you want applied to your 2008 estimated tax. . . ~175 I
76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see instructions
77 Estimated tax penalt (see instructions) " . . . .1 77 I
Do you want to allow another person to discuss this return with the IRS (see instructions)? .. Yes. Complete the fOllowing.
Designee's Phone Personal Identification
name ~ no. ~ number (PIN)
Under penallles of pefJury, I declare that I have examined thiS relurn and accompanYing schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of pre parer (other than taxpayer) IS based on all Information of which preparer has any knOWledge.
Your signature Date Your occupation Daytime phone number
b 0 Form 4972
~
47
48
49
50
51
52
53
54
55
~
338.
~
64
65
66a
1 800.
X No
~
~
RETIRED
Sp0use's signature. If a JOint return, bolh must sign.
Date
Spouse's occupation
~
Date
~i~e"p~~~~s ~
Firm's name P B F ASSOCIATES,
;~\fY~~~I~~ed),~ P.O. BOX 7
address, and
ZIP code DOVER
02/13/2008 Check if self-employed
INC.
EIN
23-2126113
PA 17315-0007
Phone no.
Form 1040 (2007)
FDIA01 12 12/06/07
--1
0700213186
P A-40 - 2007
Social Security Number
202207250
Name(s) DORIS A MEYERS
12 PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307).
13 Total PA Tax Withheld. See the Instructions.
14 Credit from your 2006 PA Income Tax return.
15 2007 Estimated Installment Payments.
16 2007 Extension Payment.
17 f\lonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only)
18 Total Estimated Payments and Credits. Add Lines 14, 15, 16, and 17.
Tax Forgiveness Credit.
19a Filing Status: 01 Unmarried or Separated 02 Married 03 Deceased
19b Dependents, Part S, Line 2, PA Schedule SP
20 Total Eligibility Income from Part C, Line 11, PA Schedule SP.
21 T.ax Forgiveness Credit from Part D, Line 16, PA Schedule SP.
22 Resident Credit. Submit your PA Schedule(s) G-R with your
PA Schedule(s) G-S, G-L and/or RK-1.
23 Total Other Credits. Submit your PA Schedule DC.
24 TOTAL PAYMENTS and CREDITS. Add Lines 13, 18,21,22, and 23.
25 TAX DUE. If Line 12 is more than Line 24, enter the difference here.
26 Penalties and Interest. See the instructions. Enter code:
If including form REV -1630, mark the box.
27 TOTAL PAYMENT. Add Lines 25 and 26.
28 OVERPAYMENT. If Line 24 is more than the total of Line 12 and Line 26, enter
the difference here.
The total of Lines 29 through 35 must equal Line 28.
29 R4~fund - Amount of Line 28 you want as a check mailed to you. Refund
30 Credit - Amount of Line 28 you want as a credit to your 2008 estimated account.
31 Amount of Line 28 you want to donate to the Wild Resource Conservation Fund.
32 Amount of Line 28 you want to donate to the Military Family Relief Assistance Program.
33 Amount of Line 28 you want to donate to the Governor Robert P. Casey Memorial
Organ and Tissue Donation Awareness Trust Fund.
34 Amount of Line 28 you want to donate to the Juvenile (Type 1) Diabetes Cure
RI!Search Fund.
35 Amount of Line 28 you want to donate to the Breast and Cervical Cancer
Research Fund.
Signature{s). Under penallles of perjury, I (we) declare that I (we) have examined thiS return, Including all
accompanYing schedules and statements, and to the best of my (our) belief, they are true, correct. and complete.
Your Signature Spouse's Signature, if filing jointly
Preparer"s Name and Telephone Number
Date
02/13/08
P B ]<I ASSOCIATES, INC.
P.O. BOX 7
DOVEE
PA 17315-0007
Paae 2 of 2
PAIAo4lz 11/13/07
L
0700213186
L
N
12
13
14
15
16
17
18
19a 03
19b 00
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
117
o
o
80
o
o
80
4299
117
o
o
197
o
o
o
80
d
o
o
o
o
Firm EIN
I 232126113
0700213186
Preparer's SSN/PTIN
204308645 I
--.J
REV-'1511 EX+ (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
DORIS A MEYERS
FILE NUMBER
21-07-0521
ITEM
NUMBER
A.
1.
B.
t
Debts of decedent must be reported on Schedule I.
DESCRIPTION
2.
FUNERAL EXPENSES:
STONE & MURRAY FUNERAL HOME
GRANITWERKS MEMORIALS- ENGRAVING
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name 01 Personal Representative(s) BEVERLY S HOLLERBUSH
Street Address 125 TAYLOR ROAD
City ETTERS
State P A
ZIP 173 19
Year(s) Commission Paid: 2 0 0 7
2. Attorney Fees
3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation)
4.
5.
Claimant
Street Address
City
State ZIP
Relationship 01 Claimant to Decedent
Probate Fees
Accountant's Fees
7.
6. Tax Return Preparer's Fees
B.
9.
10.
11.
12.
CUMBERLAND LAW JOURNAL
PATROIT NEWS
PNC BANK SAFETY DEPOSIT BOX FEE
VERIZON
PPL ELECTRIC
MESSIAH VILLAGE
TOTAL (Also enter on line 9, Recapitulation) $
(II more space is needed, insert additional sheets 01 the same size)
AMOUNT
9,393.00
800.00
30,000.00
1,220.00
15,000.00
75.00
213.30
15.00
89.01
30.95
1,026.68
57,862.94
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KUHNER
ASSOCIATES
'Flmem( 'Directors, '11U.
Albert L. Kuhner, Jr., Supv.
863 South George Str.eet
York, PA 1 7403
7' 17 -854-0053
BAU1\l\EISTER
,., ()RCUTT
(0/ SMALL
'Mortua ry
William E. Little, Supv.
471 Madison Avenue
York, PA 17404
717 -854-0821
~
VILLlAM E. LITTLE
FUNERAL HOMES
'1t1corpomrel
.ter H. CoppE~rsmith, Supv.
60 South Main Street
Manchester, PA 17345
717-266-1451
Adam F. Kraut, Supv.
2150 Carlisle Road
York, PA 17408
717-767-5088
;AINT JOHN'S
LEWISBERRY
CEMETERY
)ADDLETOWN~
CEMETERYW
~I'lt -NcwLimytOl'o7l
PO. Box 366
Manchester, PA 17345
717-266-1451
GRANrrWERKS
MEMORIALS
S.E
F~O. Box 366
Manchester, PA 17345
717-266-1451
statement of Expense
July 11, 2007
Estate of Doris A. Meyers
C/o Mr. Roy D. Meyers, Jr.
351 Spring Run Court
Etters, PA 17319
Monument Lettering
Granite Memorial as Selected
Cemetery Foundation Fee
$ 155.00
568.00
77.00
TOTAL
$ 800.00
Please make check payable to GranitWerks Memorials, and mail to PO Box 366, Manchester,
PA 17345.
Sincerely,
GRANITWERKS MEMORIALS
ALK/lkg
Providing Local, State, and VVorldwide Services
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Curr~erland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Receipt Date:
Rece~pt Time:
Recelpt No. :
5/30/2007
09:42:53
1048621
MEYERS DORIS A
Estate File No. :
Paid By Remarks:
2007-00521
ROY MEYERS
JA
------------------------ Receipt Distribution -------------___________
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST
WILL
AUTOMATION FEE
SHORT CERTIFICATE
JCP FEE
Check# 1011
Total Received.........
1,110.00
15.00
5.00
80.00
10.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
$1,220.00
$1,220.00
February 13, 2008
dL
CONSULTANTS
INTERNATIONAL
ESTATE OF DORIS A. MEYERS
Beverly S. Hollerbush, Executrix
125 Taylor Road
Etters, Pennsylvania 17319
Dear Beverly:
Please find enclosed this statement for professional
Services rendered on behalf of:
Consulting/Estate Services
$15,000.00
Please make check payable to: CAPITAL CONSULTANTS
Thank ).'ou.
,"
/
Gtety
./ i/Jl,w
~mR.
Total $15,000.00
820 VOGELSOIK:; f<OAD
IC)[<V. PA !;' 404 USA
7177674899
fox 717.7676960
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
VIZ:
June 15, June 22 and June 29, 2007
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
']L
Meyers, Doris A., dec'd.
Late of Upper Allen Township.
Executrix: Beverly S. Hollerbush,
125 Taylor Rd., Etters, PA 17319.
Attorney: None.
SWORN TO AND SUBSCRIBED before me this
29 day of June, 2007
G~d~
NOTARIAL SEAl
DEBORAH A COWNS
Notaty PublIc
CARUSl.E I0IO, C~ COUNTY
My CommIub I ExpIree AfJt 21, 2010
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
June 29, 2007
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Beverly S. Hollerbush, Executrix
Doris A. Meyers, Estate
RE:
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
--------------------------------------
Advertisement inserted on following dates:
June 15,22,29,2007
Advertising Cost
75.00
Proof of Publication
$ 0.00
Second Proof Request
$ 0.00
Payment received
$ 75.00
Total Amount Due
$
0.00
------
-------
Becky H. Morgenthal, Executive Director
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin: 5S
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the
laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market
Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-
News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market
Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were
established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever
sll1ce;
That the printed notice or publication which is securely attached hereto is exactly as printed and published
in their regular daily and/or Sunday/ Metro editions which appeared in the 14th, 21st and 28th day(s) of June
2007. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and
that all of the allegations of this statement as to the time, place and character of publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed
and adopted severally by the stockholders and board of directors of the said Company and subsequently duly
recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
COPY
. EXECUTRIX NOTICE
Estate of Oorl. A. Meyers, lale of Up.
per Allen Town.hlp, Cumberland County
Po., deceaaed,. Letter. .Te.tamentary on
the Last Will & Testament of said dece.
dent having been granted to the under.
,'gned, all Persons'lndebted thereto are
reque.ted to make Immediate lXIyment,
and tho.e havIng claim. or demands
against the same, will present them
without delay for settlement ta the un.
der.,gned resIding at 125 TaYlor Rd, Et.
ters, PA 17319,
Beverly 5. Hollerbush,
Executrix
BEVERLY S. HOLLERBUSH
EXECUTRIX FOR ESTATE OF DORIS A. MEYERS
125 TA YLOR ROAD
ETTERS, P A. 17319
~be patriot-News
Now you know
'"
Order Confirmation
Customer
BEVERLY S. HOLLERBUSH
Orderer Account Number
162996
Payer
Payer Account Number
162996
Ad Order Number 0001701695
Sales Rep, rholton
Order Taker rholton
Order Source Fax
Special Pricina None
BEVERLY S. HOLLER BUSH
EXECUTRIX FOR ESTATE OF DORIS A
MEYERS, 125 TAYLOR ROAD
Etters PA 17319 USA
PO Number
ESTATE OF MEYERS
BEVERLY
Ordered By
Customer Fax
Customer EMail
Customer Phone 717 -938-3418
[ For Any Questions, Please Call 717-255-8459 I
Payer Phone
717-938-3418
Tear Sheets
o
Proofs
o
Affidavits
1
Blind Box
Promo Type
Invoice Text
Materials
Total Ad Cost
$213.30
Payment Amount
$0.00
Payment Method
Amount Due
$213.30
Ad Number: Ad Type
0001701695-0' Legal Liners
Ad Size
: 1.0X 15 Li
Color
<NONE>
Production Method Production Notes
Ad Booker
Product Information
Classification
# Inserts
Run Dates
PNCO :Full Run
806-Estate Notices
3
6/14/2007,6/21/2007, 6/28/2007
Run Schedule Invoice Text
EXECUTRIX NOTICE Estate of Doris A. Meyers, late of Upper Allen
6/28/2007 83512AM
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Billing Date 06/11/07 Page 1 of 4
Telephone Number: 717697-1395
Account Number: 717 697-1395 039 62Y
DORIS MEYERS
Account Summary
--
Moving? 1-866-VZ-MOVES
Across the street or across the
nation one call can do il all
Call us for Internet. phone and
entertamment III your
new home
PrevioLl!; Charges..
No Payment Re<;eive~w_
Past Due Charges (please pay now)
$ 103.29
.00
$ 103.29
New Charges _______~ ________.
V~~iz~n(p~ge-:u _____.___ -$14.28
Totall New Charges Due - $ 14.28
Totall Due: (Past Due + New) $ 89.01
QJ-. . \ 0 1
. LP \ \ LP \ OLQ
jY
QU91stions about your bill? Call 1 800 660-2215
See page 2 for all other Venzon contact information
j 'UU-l)a~IC $ SO.56 $ .00
Total $ 103.29 CR $ 14.28
Included on this portion of your bill is approximately $.85 lor 1'1\ taxes
on utilities
$ 80.56
$ 89.01
CHANGE IN CHARGES
Rates for Inside Wire Maintenance Plans Changing
IMPORTj\NT NOTJCE: The wire maintenance plan rate increase described
below applies ONLY to customers that DO NOT subscribe to Verizon Freedom,
Freedom Extra, Freedom Unlimited, heedom Value or Fn:edom Essentials Plan.
If YOll currently subscribe to one of Verizon's Inside Wire Maintenance or
TclcSme plans', the rate for this service will increase to $4.99 a month, beginning
on your next bill. If you currently subscribe to one of Veril.On's Inside Wire
i\ilaintenance Plans that pro\'ides the loaner phone option, such as the Guardian
Plan, Full Service Plan, or TcleSure Plus, the rate fell' this service will increase to
$6.25 a month, 011 your next bill. Customers that subscribe to one of Vcrizon's
heedom packages ;Ire not impacted. Ir you decide to kecp the inside wire
33 P136 7176971395
05 PA210'HBRDA1
00000968 1T0000004529
~
P~lectric
., Utilities
Electric
Service
For:
DORIS MEYERS
835 OAK OVAL
MECHANICSBURG PA 17055
FiDal Bill
PPL Electric Utilities
Customer Sernce
827 Hausman Rd.
Allentown, P A
18104-9392
1.-800-342-5775
(1-800-DIAL-PPL)
www.pplelectric.com
, \ I J '
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Page 3
'.'::.>>-:::::::Yq1\t:BillA<:QO~N~>>>...'. ..
12100-75041
.:::::::::::::':::Bse:'Wh~:(j.
Total from Last Bill
$ 18,96
Billing Details
Amount You StiJJ Owe as of May 31, 2007
$ 18.96
Current Charges
Char~es for - PPL ELECTRIC UTILITIES
ResidCntial Rate: RS for May 11 - May 31
Distribution Charge:
Customer Charge
68 KWH at 2.183 OOOOO~ per KWH
Transmission Char,ge:
68 KWH at 0.56800000~ per KWH
Transition Char~e:
68 KWH at T:33800000t- per KWH
Generation Charge:
Ca))acity and Energy
08 KWH at 5.72800000; per KWH
Total PPL ELECTRIC UTILITIES Charges
5.31
1.48
0.39
0.91
3.90
$ 11.99
Account Balance
$ 30.95
General
Information
~s.. 0\
l.Q\\l\ 'l
\D:.J
\j-%
We will deduct $11.99 from your bank account on Jun 21, 2007. We
will ~educ~,your prior bill amount(s) on the dates shown on your
preVIous bills.
Generation prices and charges are set by the electric generation supplier
you have cliosen. The Public Utili.fy Commission reR,ulates distrilhition
prices CfDQ servi~es. The Feqeral Energy Regulatory -Commission regulates
transmIssIon pnces and servIces.
PPL Electric Utilities uses about $2.13 of this bill tOj)ay state taxes. In
addition, about $1.86 of this bill pays the PA Gross Receipts Tax.
The Transition Charge includes an Intangible Transition Charge (ITC) and
the applicable gross receipts tax which to.,gether amount to $0.75. The IIC
is a per usage c1large aPnroved by the PuBlic Utility Commission which
PPL Electnc Utililles collects as agent for PPL Electric Utilities Transition
Bond Company LLC and which tEat company uses to service debt incurred
to recover a portion of PPL Electric UtilitIes' stranded costs. The gross
receifts tax, which is collected for the Commonwealth of Pennsylvania, is
equa to 6.02% of the lIe.
Before digging around your home or property, you should always call the
state's Orie Ca11 notification sy-stem to locate any' underground 1i1:ili!y lines.
You can do this by simply dialing 811, which will connect you to toe One
Call system. Be safe and call 811 before you dig.
PPL Electric Utilities: Highest in Customer Satisfaction with
Residential Electric Service in the Eastern U.S., six years in a row, tied
in 2006.
J.D. Power and Associates 2001-2006 Electric Utility Residential Customer
Satisfaction StudY(SM). 2006 study based op a total of 26,688 consum~r
resp'onses. In the East, the 14 largest electnc compames were ranked m the
stuCly.
wwwjdpower,com
~~~~ah
RESIDENT # CURRENT OVER 30
90321 ~ 1,026.68 0.00
SIDENT NAME Miss DORIS A. MEYERS
:~l finance charge may be assessed on accounts for which payment has not been received hy the due date. Thank you!
DATE
05/14/07
05/04/07
05/13/07
15/14/07
/5/01/07
15/01/07
'5/01/07
\5/01/07
15/16/07
15/21/07
100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055
BEVERLY HOLLERBUSH
125 TAYLOR RD
ETTERS, PA 17319
DESCRIPTION
Balance Forward
PA YMENT RECEIVED - THANK YOU!!!
*** Nursin~ Care ***
BARBERlBEAUTY SHOP
SHAMPOO/SET
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Form PB.01
OVER 60
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QUESTIONS? CALL: (717) 697-4666
RESIDENT # I UNIT I STMT. DATE
90321 I 835 I 05/31/2007
RESIDENHS)
Miss DORIS A. MEYERS
TOTAL AMOUNT DUE $1,026.68
DATE DUE 06/30/2007
$
RATE Daysi CHARGES CREDITS BALANCE
Units
872.00
872.00 0.00
13.00 1.00 13.00 13.00
1.00 13.00 13.00 26.00
1.00 1.00 1.00 27.00
28.13 2.00 56.26 83.26
787.61 1.00 787.61 870.87
1.94 1.00 1.94 872.81
3.87 1.00 3.87 876.68
50.00 1.00 50.00 926.68
100.00 1.00 100.00 1,026.68
OVER 90
OVER 120
TOTAL AMOUNT DUE
I $1,026.681
0.00
0.00
Form PB.01
I r you have any questions or concerns ahllut your bill, please address them directly to Fisc:!! Seryices at 790-8220. Thank You:
REV.'1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
DORIS A MEYERS
FILE NUMBER
21-07-0521
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses,
ITEM
NUMBER
1,
DESCRIPTION
VALUEAT DATE
OF DEATH
N / A
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-'1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTArE OF
DORIS A MEYERS
NUMBER
I
4.
5, .
6
1
2
3
4
FILE NUMBER
21-07-0521
~)
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2))
ROY D. MEYERS BROTHER 10,000
351 SPRING RUN CT
ETTERS, PA 17319
ROBERT SCOTT ADAMS FRIEND 10,000
130 STRICKER DRIVE
YORK HAVEN, PA 17370
KATHY ADAMS FRIEND 10,000
1621 T ST. N.W. #602
WASHINGTON, D.C. 20009
J. TIMOTHY ADAMS FRIEND 10,000
505 CANDLEWOOD HILL RD
HIGGANUM, CT. 06441
SARAJANE TAYLOR FRIEND 10,000
1725 SAGE LANE
BLACKSBURG, VA. 24060
JANICE ADAMS (DECEASED 5/28/07) FRIEND 0.0
525 7TH ST.
NEW CUMBERLAND, PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICHAN ELECTION TO TAX IS NOT BEING MADE
-' .
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
FISHING CREEK SALEM UNITED METHODIST CHURCH
402 VALLEY RD., ETTERS, PA 17319
PINNACLE HEALTH FOUNDATION
PO BOX 8700, HARRISBURG, PA 17105-8700
MESSIAH VILLAGE ENDOWMENT FUND
100 MT. ALLEN DR, MECHANICSBURG, PA 17055
BETHESDA MISSION
1500 NORTH SECOND ST., HARRISBURG, PA 17102
57,657.10
57,657.10
57,657.10
57,657.10
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
230,628.40
(If more space is needed, insert additional sheets of the same size)
REV-151:3 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteels) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2)]
7,. LOIS ANDERSON FRIEND 10,000.00
1108 E. COOVER ST
MECHANICSBURG, PA 17055
8. DONNA MYERS FRIEND 10,000.00
306 COUNTRY CLUB TERRACE
HOLLIDAYSBURG, PA. 16648
9. BEVERLY S. HOLLERBUSH NIECE 37.5%
125 TAYLOR RD
ETTERS, PA. 17319
10. WENDY E. DIGRUGILLIERS NIECE 9.38%
300 RAMSEY PLACE APT 208
NEW CUMBERLAND, PA 17070
11. ROY E. AYSCUE GRAND NEPHEW 14.06%
967 CANNOCK STREET
GROVE TOWN , GA 30813
12. JOHN AYSCUE GRAND NEPHEW 14.06%
351 SPRING RUN CT.
ETTERS, PA. 17319
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWNABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert addilional sheets of the same size)
LAST WILL AND TESTAMENT
OF
DORIS A. :MEYERS
I, DORIS A. MEYERS, having my legal residence at 835 Oak Oval, Mechanicsburg,
Cumberland County, Pennsylvania, hereby declare this to be my Last Will and Testament, revoking
all other Wills and Codicils heretofore made by me.
ARTICLE ONE
I declare that I am not married.
ARTICLE TWO
I have no children.
ARTICLE THREE
I direct the payment from my estate of the expenses of my last illness and funeral as soon
after my death as conveniently may be done.
ARTICLE FOUR
I intend to leave a memorandum which will direct the distribution of certain items of
tangible personal property, and I request that my wishes as set forth in said memorandum be
followed. To the extent that my tangible personal property is not disposed of by memorandum,
such items shall be sold and the proceeds distributed with the residue of my estate.
ARTICLE FIVE
I direct my Executor to make the following specific distribution as soon as practical after
my death:
1
A. Ten Thousand Dollars ($10,000.00) to my brother, ROY D. MEYERS, provided he
survives me by thirty (30) days. If ROY D. MEYERS predeceases me, this specific distribution
shall lapse and be distributed with the residue of my estate.
B. Ten Thousand Dollars ($10,000.00) to my friend, ROBERT SCOTT ADAMS,
provided he survives me by thirty (30) days. If ROBERT SCOTT ADAMS predeceases me, this
specific distribution shall lapse and be distributed with the residue of my estate.
C. Ten Thousand Dollars ($10,000.00) to my friend, KATHY ADAMS, provided she
survives me by thirty (30) days. If KATHY ADAMS predeceases me, this specific distribution
shall lapse and be distributed with the residue of my estate.
D. Ten Thousand Dollars ($10,000.00) to my friend, J. TIMOTHY ADAMS, provided
he survives me by thirty (30) days. If 1. TIMOTHY ADAMS predeceases me, this specific
distribution sha111apse and be distributed with the residue of my estate.
E. Ten Thousand Dollars ($10,000.00) to my cousin, SARAJANE TAYLOR, provided
she survives me by thirty (30) days. If SARAJANE TAYLOR predeceases me, this specific
distribution shall lapse and be distributed with the residue of my estate.
F. Ten Thousand Dollars ($10,000.00) to my friend, JANICE ADAMS, provided she
survives me by thirty (30) days. If Ji\..NICE ft..Dftjv!S predeceases me, this specific distribution
shall lapse and be distributed with the residue of my estate.
G. Ten Thousand Dollars ($10,000.00) to my friend, LOIS ANDERSON, provided she
survives me by thirty (30) days. If LOIS ANDERSON predeceases me, this specific distribution
shall lapse and be distributed with the residue of my estate.
2
H. Ten Thousand Dollars ($10,000.00) to my friend, DONNA MYERS, provided she
survives me by thirty (30) days. If DONNA MYERS predeceases me, this specific distribution
shall lapse and be distributed with the residue of my estate.
ARTICLE SIX
I give the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate as follows:
A. Twenty-five (25%) percent in equal shares as follows:
1. FISHING CREEK SALEM UNITED METHODIST CHURCH, 402
Valley Road, Etters, Pennsylvania 17319, to be used for whatever purposes the
governing body deems appropriate.
2. PINNACLE HEALTH FOUNDATION, P.O. Box 8700, Harrisburg,
Pelmsylvania 17105-8700, to be used for the cardiac care unit.
3. MESSIAH VILLAGE ENDOWMENT FUND, 100 Mt. Allen
Drive, Mechanicsburg, Pennsylvania 17055, to be used for the purposes and
according to the terms and conditions of the Endowment.
4. BETHESDA MISSION, 1500 North Second Street, Harrisburg,
Pennsylvania 17102, to be used for whatever purposes the governing body deems
appropriate.
If any organization named in this Section A is not in existence at the time
distribution is directed to be made, such share shall be distributed in equal shares to the
remaining beneficiaries named in this Section A.
3
B. Seventy-five (75%) percent to be divided and distributed as follows:
1. Fifty (50%) percent to my niece, BEVERLY S. HOLLERBUSH, or
her issue, per stirpes. If she has no issue, her share shall be distributed pro ratably to
the remaining beneficiaries named in this Section B.
2. Twelve and one-half (12.5%) percent to my ruece, "WENDY E.
DIRUGILLIER. My Trustee shall distribute income only from the trust share as my
Trustee deems appropriate for the benefit of WENDY E. DIRUGILLIER. My
Trustee shall make no distributions from the principal in any event. If the existence
of this trust share would disqualify or make WENDY E. DIRUGILLIER ineligible
for government assistance of any kind, this distribution shall lapse and be distributed
to her issue, per stirpes. At the death of WENDY E. DIRUGILLIER, or if she has
predeceased me, the trust share shall lapse and my Trustee shall distribute the share
to WENDY E. DIRUGILLIER'S issue, per stirpes.
3. Eighteen and three-quarters (18.75%) percent to my niece's son,
ROY AYSCUE, or his issue, per stirpes. If he has no issue, his share shall be
distributed pro ratably to the remaining beneficiaries named in this Section B.
4. Eighteen and three-quarters (18.75%) percent to my niece's son,
JOHN AYSCUE, or his issue, per stirpes. If he has no issue, his share shall be
distributed pro ratably to the remaining beneficiaries named in this Section B.
ARTICLE SEVEN
If any portion of my estate is distributable to a beneficiary who is then under the age of 25
years, my Executor may distribute that beneficiary's share, without further responsibility, either
4
directly to that beneficiary, to a qualified individual or trust company designated by my Executor as
custodian for that beneficiary under an applicable Uniform Transfers to Minors Act or similar law,
or to the individual having personal custody of that beneficiary (whether or not court-appointed),
and the receipt of the distributee shall discharge my Executor.
ARTICLE EIGHT
No beneficiary or remainderman under this Will or any codicil hereto or any trust created
hereunder shall have any right to alienate, encumber or hypothecate his or her interest in this Will or
any trust created hereunder in any manner, nor shall any interest of any beneficiary or
remainderman be subject to claims ofms or her creditors or liable to attachment, execution or other
process oflaw.
ARTICLE NINE
Should the payment of expenses, claims and taxes from any Qualified Retirement Plan or
Individual Retirement Account ("IRA") assets which comprise my estate cause my estate to be
disqualified as a "Qualified Beneficiary," it is my intent, and I hereby direct that, to the extent
practicable, no expenses, claims and taxes shall be paid from such Qualified Retirement Plan or
IRA assets.
ARTICLE TEN
I appoint my niece, BEVERLY S. HOLLERBUSH, as Trustee of any trust created under
this Will. If she is unable or unwilling to serve, I appoint my brother, ROY D. MEYERS, as
Trustee. If he is unable or unwilling to serve, I appoint my cousin, SARAJANE TAYLOR, as
Trustee.
5
ARTICLE ELEVEN
I appoint my niece, BEVERLY S. HOLLERBUSH, as Executor of my Will. If she is
unable or unwilling to serve, I appoint my brother, ROY D. MEYERS, as Executor of my Will. If
he is unable or unwilling to serve, I appoint my cousin, SARA] ANE TAYLOR, as Executor of my
Will. I give to my Executor and Trustee, in addition to and not in limitation of the powers given by
law or by other provisions of this Will, the following powers with respect to settlement of my estate
to be exercised from time to time in the discretion of my Executor or Trustee, without further order
or license of the Register of Wills or of any court:
1. To retain any property, pending distribution hereunder, to invest in or purchase any
property without restriction to legal investments for fiduciaries, to distribute property in kind, to
compromise claims, and to sell any property at public or private sale;
2. To borrow money from any person including any fiduciary acting hereunder, and to
mortgage or pledge any real or personal property;
3 . To engage in litigation and compromise, arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values, or partly ill each,
allocating specific assets to particular distributees on a non-prorata basis, and for such purposes to
make reasonable determinations of current values;
5. To make elections, decisions, concessions and settlements in connection with all
income, estate, inheritance, gift or other tax returns and the payment of such taxes, without
obligation to adjust the distributive share of income or principal of any person affected thereby;
6. To invest and reinvest in every kind of property and investment which persons of
prudence, discretion and intelligence acquire for their own accounts;
6
7. To manage, control, repair and improve all real property;
8. To procure and carry at the expense of the estate insurance of the kinds, forms and
amounts deemed advisable by the Executor or Trustee to protect the Executor and Trustee and the
estate against any hazard;
9. To pay all taxes, assessments, fees of the Executor and Trustee and all other
expenses incurred in the collection, care, administration and protection of the estate;
10. To exercise such powers, herein conferred, after the termination of the trust estate
until [mal distribution of the estate assets; and
11. To do all the acts, to take all the proceedings, and to exercise all the rights, powers
and privileges which an absolute O\Vl1er of the property would have, subject always to the discharge
of their fiduciary obligations; the enumeration of certain powers in this Will shall not limit the
general or implied powers of the Executor or Trustee; the Executor and Trustee shall have all
additional powers that may now or hereafter be conferred on them by law or that may be necessary
to enable the Executor or Trustee to administer the estate in accordance with the provisions of this
Will, subject to any limitations specified in this Will.
No bond shall be required of any fiduciary hereunder in any jurisdiction. No fiduciary
hereunder shall have any liability for any mistake or error of judgment made in good faith.
My Executor and Trustee shall receive reasonable compensation for services performed as
determined by the court in which this Will is admitted to probate.
7
ARTICLE TWELVE
I realize that Executors are gjven discretion by law to make various elections which affect
the income and estate taxes payable by estates and beneficiaries, as well as the relative shares of
beneficiaries, such as taking administration expenses as deductions for either estate or income tax
purposes, selecting options for the payment of employee death benefits, electing to take a qualified
terminable interest as part of the marital deduction, selecting alternate valuation dates, postponing
the payment of taxes, filing joint income tax or gift tax returns and redeeming corporate stock. The
decisions made by my fiduciaries in any of these matters shall be binding upon, and not subj ect to
question by, any affected persons. I rely upon my fiduciaries to take into consideration the total
income and estate taxes payable by reason of their decisions including those payable by my
survivors, and they are authorized in their discretion, but not required, to ma1ce adjustments between
income and principal as a result thereof.
ARTICLE TIDRTEEN
I direct that all estate, inheritance and other taxes in the nature thereof, together with any
interest and penalties thereon, becoming payable because of my death with respect to the property
constituting my gross estate for death tax purposes, whether or not such property passes under this
Will, shall be paid from the principal of my residuary estate, and no person receiving or having a
beneficial interest in any such property, whether under this Will or otherwise, shall at any time be
required to contribute to or refund any part thereof; provided, however, that this direction shall not
apply to the taxes on any property included in my estate solely because of a power of appointment
8
thereover which I possess but have not exercised or on any qualified terminable interest or to any
generation-skipping transfer taxes.
IN WITNESS WHEREOF, I have at Hershey, Pennsylvania, this 0.1 b day of
Dc !err ..t{..?r-, 2004, set my hand and seal to this my Last Will and Testament, consisting of nine
(9) pages.
(~ d'7~
DORIS A. MEYERS /
SIGNED, SEALED, PUBLISHED and DECLARED by DORIS A. MEYERS, the above
named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request
and in her presence, and in the presence of each other, have hereunto subscribed our names as
witnesses.
.~ m CMijpMfc Residence ffrl2~-kwf11 PIt !!)~3 f
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9
ACKNOWLEDGEMENT
C0NIT00NWEALTHOFPENNSYLVA}ITA
SS:
COUNTY OF DAUPHIN"
.r--. We, ~ORIS A. MEYERS, G1 ISd-.b'} VYi. ~1{1UJ pallF. and
\.\:~ r\~,~,j (?'. & (6,J'tl/j\J~df.,f1l Testatrix and witnesses, respectively, whose names are signed to
the attached and foregomg instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her last will and that she had
signed willingly, and that she executed it as her free and voluntary act for the purpose therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as witnesses and that to the best of his/her knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint or undue influence.
lh/-:v?2- ~~
TESTATRIX ~
j~M Y>1 CJfYlffJf1114-
WITNESS
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Ll7{C0~~
WITNESS
Subscribed and sworn to and acknowledged before me by DORIS A. MEYERS, the
T esmtrix, and subscribed and sworn to before me by ~~ m. fj ~ Dille- and
%. U.\. (' i^h,*,~, ~ ~ ,~w^ , witnesses, on this;!? i1-- day of (Qf,lu0A , 2004.
f
t7!/A1 (1.[ )( ,.f1J;1tc 1-t~~;lJ
Notary Public ' II
COMMONWEALTH OF PENNSYLVANIA
hlotarial Seal
Unda L. Fettemoff, Notary Public
Deny Twp., Dauphin County
My Commission Expires Nov. 8, 2007
Member. Pennsylvania ASSOCiation Of Notaries
MEMORANDUM TO THE LAST 'WILL AND TESTAMENT OF
DORIS A. MEYERS
It is my desire that the items listed below be distributed in-kind to the individuals whose
name or names appear opposite the items listed:
DATE
DORIS A. MEYERS