HomeMy WebLinkAbout02-29-08
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 07
0995
Date of Birth
199-07-1676
October 25, 2007
October 25, 1919
Decedent's Last Name
Suffix
Decedent's First Name MI
Meck
Warren
W
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
. 1. Original Return
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election 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
.
6 Decedent Died Testate
(Attach Copy of Will)
9 Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
Andrew C. Sheely, Esquire
717-697-7050
Firm Name (If Applicable)
Andrew C. Sheely, Attorney at Law
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REGISTE~6t~'ILLS useqNLY
First line of address
127 South Market Street
f"'.)
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~.- ~,
Second line of address
PO. Box 95
.0
City or Post Office
Mechanicsburg
State
ZIP Code
DATE FILED
PA
17055
Correspondent's e-mail address:.andrewc.sheely@verizon.net
Under penalties of perjury, I declare that I have examined this return, 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.
SI~t!O~BL;;:;ILlNG:ET_URN _ _ __ _
AnnRf=SS
RobertA. Meek, Executor, 9 Sunset Court, Dillsburg, PA 17019
SIGNATURE OF PREPARE~THER THAN REPRESENTATIVE
/Jn~ Q?5~". __ _____..__._____.____.____ _____
AnnR~C:C:
Andrew C. Sheely, Esqu' ,127 S. Market Street, P.O. Box 95, Mechanicsburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
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15056051058
Side 1
15056051058
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15056052059
REV-1500 EX
Decedent's Name:
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) Separate Billing Requested . . . . . " 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 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 uno"r C::ec. 9116
(a)(1.2) XO
16. Amount of Line 14 hV1ble
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X. 15
15.
867,194.20
16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052059
Side 2
199-07-1676
Decedent's Social Security Number
]5056052059
2,45630
118,155.63
762.123.30
882,735.23
11,357.50
4,183.53
15,541.03
867,194.20
867,194.20
39,023.73
39,023.73
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REV-1500 EX Page 3
0995
DECEDENT'S SOCIAL SECURITY NUMBER
199-07-1676
Decedent's Complete Address:
DECEDENT'S NAME
Warren W. Meek
STREET ADDRESS
3128 Bethany Court
CITY
Mechanicsburg
I STATE
PA
i ZIP
~ 17055
m___ _--1--__ __________
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2_ Credits/Payments
A- Spousal Poverty Credit
B. Prior Payments
C_ Discount
(1)
39,023.73
37,450.00
1,970.99
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
39,42099
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
39726
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A- Enter the interest on the tax due.
(5A)
(5B)
B. Enter the total of Line 5 + 5A- This is the BALANCE DUE.
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 00
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 00
c. retain a reversionary interest; or.......................................................................................................................... 0 [i]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 00 0
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. ~9116 (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. ~9116 (a) (1.1) (ii)]. 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. ~9116(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 PS. ~9116(1.2) [72 P.S. ~9116(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. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-485EX SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
Page
of
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by
name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership,
i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank
and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible.
(8) All other contents.
(9)
Return completed form to:
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
ITEM
NO.
ITEM DESCRIPTION
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I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF.
SIGNAT
PERSON RECEIVING COpy OF
SAFE DEPOSIT BOX INVENTORY:
SIGNATURE \
DATE
NOTE: Attach additional 8'/!' x 11" sheet(s) if necessary or use duplicates of this page of form.
The Department is authorized by law, 42 U.S.C. 9405 (c)(2)(C)(i), to require disclosure of Social Security numbers in connection with administering state tax laws. The Department uses the
Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements
with Federal and local taxing authorities. The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for official purposes.
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~ Executor(trix), 0 Administratoi(trix) ,'. ,
o Estate Representative 0 Joint'owner of safe deposit box
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BOX INVENTORY
PA Department of Revenue
Social Security or Death Certificate Number Date of Death
48500041046
I qq 07 1"7~
Decedent's Last Name
PLEASE USE ORIGINAL FORM ONLY
County Code Year File Number
I 0 2- t) 2CJ 0"'"
Suffix
2-1
() 7
OCf95"
First Name
MI
fl1 E c /~
vJ!r a... R. C'N
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CITY:
STATE:
I/O'??
ZIP CODE:
b. NA~14 UL M EC.i<
STREET ADDRESS:
3 C:C=MK I-fOA.6
c. NAKa~sr A. /l4EcK.
STREET ADDRESS:(J S' .-
7 U~SEI er
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOC TED
NAME:
RELATIONSHIP:
/Vi Eel-( ANICS:3u 12(;,
CITY:
5'0 "...J
RELATIONSHIP: ~
~dJN
/JA-.TATE:
"d 1'1
STATE:
/ ?OSs-
ZIP CODE:
~
PAlC-
~
ZIP CODE:
7(J s-r
OF BOX
I TITLE UNDER WHIC BOX IS REQl}ESTED
'Werrl'r. W. M~c~
b. NAME:
STREET ADDRESS:
STATE: ZIP CODE: CITY:
~ (1a$.S
STATE:
ZIP CODE:
/VI :1' t' f V_I
,/V C.
ikt.
If yes, a. Date of will:
q ~~\I tL..-
CITY:
STATE:
ZIP CODE:
C. Name and address of attorney, If any
NAME:
STREET ADDRESS:
CITY:
STATE:
ZIP CODE:
L
48500041046
48500041046
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GUARDIAN@ SAFETY
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REV-1.503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
F~TATF OF
Warren W. Meek
FILE NUMBER
21-07-0995
ITEM
NUMBER
1.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
US Savings Bonds - 10 Savings Bonds per attached list
VALUE AT DATE
OF DEATH
2,456.30
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,456.30
C;:alculated ~alue of Your Paper Savings Bond(s)
11/05/2007 11:46 AM
Calculated Value of Your Paper Savings Bond{s)
Calculator Results for Redemption Date 11/2007
Total Value
$2,456.30
Total Interest
$2,100.05
YTD
$0.00
Bonds: 1-10 of 10
# Denom Issue Next Final Issue Va Note
Date Accrual Maturity Rate
L1064495289E E $50 12/1973 12/2003 $37.50 $219.46 $256.96 MA
L1073224021E E $50 02/1974 02/2004 $37.50 $219.46 $256.96 MA
L1067730399E E $50 01/1974 01/2004 $37.50 $219.46 $256.96 MA
L1079892208E E $50 04/1974 04/2004 $37.50 $219.46 $256.96 MA
Q5130797406E E $25 01/1974 01/2004 $18.75 $109.73 $128.48 MA
L1062355012E E $50 11/1973 11/2003 $37.50 $226.02 $263.52 MA
L1085286438E E $50 07/1974 07/2004 $37.50 $222.54 $260.04 MA
L1080106221E E $50 05/1974 OS/2004 $37.50 $221.92 $259.42 MA
L1080458332E E $50 06/1974 06/2004 $37.50 $222.54 $260.04 MA
L1076220159E E $50 03/1974 03/2004 $37.50 $219.46 $256.96 MA
Totals for 10 Bonds $356.25 $2,100.05 $2,456.30
Notes
NI Not Issued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earnin interest
Imp:! !www.treasurydirect.gov/BC/SBCPrice
Page 1 of 1
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I.,~.l:... "4.~qi J'bWAR{EN w MEeK 199 01 1616 JANlJARY__19.1!t. )jl.. I'
i~'r ..', 3 JUNI PER DR IVE ''''O~~H;._.__,.I''E4RJ ;,:
i~'" MECHANICSBURG PA 11055 " ,I'
:~" 911 00199 071616 1 NAVY ~E.u,.pI<ffA'~C,e ~i
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AT TH& ORIGINAl. MATURITY HEREOF WILL PAY
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WARREN W MECK 199 01 1616
iL 3 JUN! PER DRIVE , i
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Ii< ~ ~ ~-" 1 ~ '= ~;::..: ~;~ .~~ =--,-_":~;!;I WHICH IS THE FIRST DAY OF ,~i!i!
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199-07-1676
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Warren W. Meek
3 Juniper Drive
Mechanicsburs, Penna.
17055
.lb WARREN W MECK 199.01 16711 h--~Rl.L_1517!tP
3 JUNIPER DAIVE t"'O~~HI _u_ (YHA, ;~'
I ;{. MECHAMICS8URG PA l1Q55 I '-..
I~? 911 00 199 071676 1 NAVY "iG> A~+NA\NCE
~: CENTER ..W. AS.H,., OJ. C:.:.1.1
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AT THe OIltIGJNAL MATURITY HEREO,. WILL PAY
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AT THI: ORIGINAL. MATURITY HEREOF WILL PAY
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H[\J'1508 EX+ ((HJH)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWE/\LTH OF F'ENNSYLVANIA
II'JHFHllANCE: TAX RUllRN
HFSIIJE:NT DECEDENT
ESTATE OF
Warren W. Meek
FILE NUMBER
21-07 -0995
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Member's 1 st, Account #8765 - CD 6,04937
2, Member's 1 st, Account #8765 - Saving/Checking Account 4;08528
3. PNC Checking account #5004894112 1,31808
4. Patriot News Refund 24.70
5. Genworth - long term care refund 1,14455
6. Bethany Village apartment rental refund 105,486 00
7. Marsh Affinity Cancer insurance refund 4765
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
118,15563
. Jan. 16. 2008 3:51PM
PNC BANK 412-705-2747
No.8130 P. 1/1
o PNCBAN<
The Thinking Behind The Money
January 16, 2008
Andrew Sheely
127 S Market St
Mecbanicsburg, PA 17055
RE: Warren W Meek (Deceased)
SSN: 199-07-1676
000: 10-25-2007
Dear Mr. Sheely:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account # 5004894112
Established ()4..09-2007
WARREN W MECK
DOD balance: $1,318.08 Don interest bearing
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs) Checking and Savings accounts). We do not process any finaDeial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
S~f!uwd0
Colleen Crowder
1-800-762-1775
P7-PFSC-04-F
500 First Ave
Pittsbw-gh, P A 15219
Member FDIC
Page 1 of I
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Warren W. Meek
FILE NUMBER
21-07 -0995
ITEM DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COpy OF THE OEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Warren W Meck Revocable Trust -Wachovia Secuity Account
Acount Number #5804-7908 762,123.30 762,123.3
TOTAL (Also enter on line 7 Recapitulation) $ 762,1233
This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
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REV-1511 EX+ (12-99).
ESTATE OF
Warren W. Meck
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 *07 -0995
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Myers Funeral Home
Donation to Church of the Brethren for services, organist
7,39500
200 00
2
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Robert A. Meck
0.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 9 Sunset Courtf
City Dillsburg
_ State PA
Zip 17019
Year(s) Commission Paid:
2.
Attorney Fees Andrew C. Sheely, Esquire
2,18750
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
. State
_Zip
Relationship of Claimant to Decedent
4.
Probate Fees
260.00
5.
Accountant's Fees
J. PLanthold, CPA
70000
6. Tax Return Preparer's Fees
7.
Filing Fee
15.00
600.00
8
Reserves to conclude the administration of the Estate, first and final accounting, misc. taxes due
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11,35750
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REV'1512 EX+ (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
F~TATF m:
Warren W Meek
FII F NIIMRFR
21-07 -0995
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Bethany Village apartment rental for five days in November 185.90
2.
Verizon - final bill
3324
3.
East Pennsboro ambulance - final bill
5500
4.
Military Service Pension Check - overpayment and returned after death
2.75888
5.
Military Retirement check - overpayment and returned after death
74120
6.
PSERS - overpayment and returned after death
40931
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,18353
-
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Robert A. Meek, 9 Sunset Court, Dillsburg, PA 17019 Son 3333%
2. Paul A. Meek, 3 Cedar Lane, Meehaniesburg, PA 17055 Son 3333(1":1
3. Jeffrey R. Meek, 206 Bunny Lane, Palmyra, PA 17078 Son 33.330;;,
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1501J 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
F\E\.,-1513 EXf (9-00)
COMMONWeALTH OF PENNSYLVANiA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Warren W Meek
-
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-07-0995
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
(Pour-Over Will)
OF
WARREN W. MECK
IDENTITY
I, WARREN W. MECK, residing in the County of Cumberland, Commonwealth of Pennsylvania,
being of sound mind and memory, and not acting under duress or undue influence of any person
whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other and
former Wills and Codicils to Wills heretofore made by me. My Social Security Number is 199-07-1676.
All reference made herein to "spouse or my spouse" refers to the person to whom I am currently
married, namely, JUNE E. MECK. By the ensuing provisions of this Will, it is my intention to dispose
of my interest in our community property and in any separate property which I may own; I do not intend
to dispose of anything belonging to my wife or to put her to any election.
I have the following children: JEFFREY R. MECK, born AUGUST 5, 1942 and currently
residing in Palmyra, Pennsylvania, PAUL A. MECK, born MARCH 8, 1949 and currently residing in
Mechanicsburg, Pennsylvania and ROBERT A. MECK, born DECEMBER 1, 1950 and currently residing
in Dillsburg, Pennsyvlania.
DEBTS, TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property wherever
situated passing under this will or otherwise, and estate, inheritance, transfer, and succession taxes, other
than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and
penalties, if any) that become due by reason of my death, under THE WARREN W. MECK AND JUNE
E. MECK REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"), or if
my spouse predeceases me, under the Survivor's Trust created by the said Revocable Trust. If the
Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items
from the residue of my Estate passing under this will, without any apportionment or reimbursement. In
the alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount
necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court
order.
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership
or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me
this date in accordance with the provisions of the section titled "Residue of Estate. "
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and reml,linder of my property of every kind and
description (including lapsed legacies and devises), wherever situated and whether' acquired before or after
LAST WILL AND TESTAMENT
Page 1
~tL
, "
the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the
execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the
corpus of the above described Trust and shall hold, administer and distribute said property in accordance
with the provisions of the said Trust, including any amendments thereto made before my death.
If for any reason the said Trust shall not be in existence at the time of my death, or if for any
reason a court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee
under said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including
the residue and remainder thereof to that person who would have been the Trustee under the Trust, as
Trustee, and to their substitutes and successors under the Trust, described hereinabove, to be held,
managed, invested, reinvested and distributed by the Trustee upon the terms and conditions pertaining to
the period beginning with the date of my death as are constituted in the Trust as at present constituted
giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust
by reference into this my Will.
EXECUTOR
I hereby nominate and appoint JUNE E. MECK as my Independent Executor of this my Last Will
and Testament to serve without bond.
In the event the first named Executor shall predecease me, or is unable or unwilling to act as my
Executor for any reason whatsoever, then and in that event I hereby nominate and appoint JEFFREY R.
MECK, PAUL A. MECK and ROBERT A. MECK to serve without bond as my Joint Executors.
Whenever the word "Executor" or any modifying or substituted pronoun therefor is used in this
my Will, such words and respective pronouns shall be held and taken to include both the singular and the
plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named
herein and to any successor or substitute Executor acting hereunder, and such successor or substitute
Executor shall possess all the rights, powers, duties, authority, and responsibility conferred upon the
Executor originally named herein.
EXECUTOR POWERS
By way of illustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally, my Executor is specifically authorized and empowered with respect
to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate
between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with
respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange,
hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise
options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions
in cash or in kind or partly in each without regard to the income tax basis of such asset and in general,
exercise all of the powers in the management of my Estate which any individual could exercise in the
management of similar property owned in its own right upon such terms and conditions as to my Executor
may seem best, and execute and deliver any and all instruments and do all acts which my Ex.ecutor may
deem proper or necessary to carry out the purpose of this my Will, without bt<ing limited in any way by
the specific grants or power made, and without the necessity of a court order.
LAST WILL AND TESTAMENT
Page 2
14M{
, .,
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision, that my Executor believes
has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over
others. In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have
discretion to select the valuation date and to determine whether any or all of the allowable administration
expenses in my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions
and shall have the discretion to file a joint income tax return with my spouse.
SPECIFIC OMISSIONS
I have intentionally omitted any and all persons and entities from this, my Last Will and Testament,
except those persons and entities specifically named herein. If any person or entity shall challenge any term
or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household
and Personal Effects" and "Residue of Estate," then, to that person or entity I give and bequeath the sum
of one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that
person or interest may have in my Estate or the Living Trust and its Estate.
SIMULTANEOUS DEATH
If my spouse and I should die under circumstances such that the order of our deaths cannot be
determined, then it shall be conclusively presumed for the purposes of this my Will that my spouse survived
me.
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
This instrument consists of 5 typewritten pages including the Attestation Clause, Self-Proving
Clause, signature of Witnesses, and acknowledgment of officer. I have signed my name at the bottom of
eac~of the preceding pages. This instrument is being signed by me on this / 9~ day of
'e(~bU ,19 f'~ .
/1 f I
r4w~)A'Ja J ~de/
wrt'REN W. MECK, L
Testator
LAST WILL AND TEST AMENT
Page 3
U/??ft(
11 ., .
ATTESTATION CLAUSE
The Testator whose name appears above declared to us, the undersigned, that the foregoing
instrument was his Last Will and Testament, and he requested us to act as witnesses to such instrument and
to his signature thereon. The Testator thereupon signed such instrument in our presence. At the Testator's
request, the undersigned then subscribed our names to the instrument in our own handwriting in the
presence of the Testator. The undersigned hereby declare, in the presence of each of us, that we believe
the Testator to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was signed by the Testator.
WITNESSES:
ADDRESSES:
AI~u~ ;( ~~~}u~-G
YtS y / ~ {_....:s:1 F / ~ !) e I(:l
(Printed Name of Witness)
I Jie/'} IYJ-er- Dr,-
,
.fi1--t:.c4a-,. Ie >~I pl1 /7tJ)r-
'j)~~" /: ~L
~ bO~'1A L~ m~_IIo~
(Printed Name of Witness)
( .::T~ v,.(P e;--- fJr.
t11~C-4~/L5b~; tiff 765"")
LAST WILL AND TESTAMENT
Page 4
uMt(
, " .
..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
BEfORE ME, the undersigned authority, on this day personally appeared WARREN W. MECK,
(I L. 5fl ~ le/t?'and DOh,., ~ L. f11.e(ftn,... ' known to me to be the Testator and the
witnesses, respective , whose names are subscribed to the foregoing instrument in their respective
capacities, and all of them being by me duly sworn, WARREN W. MECK, Testator, declared to me and
to the witnesses, in my presence, that the instrument is his Will and that he had willingly made and
executed it as his free act and deed for the purposes therein expressed; and the witnesses, each on his oath,
stated to me in the presence and hearing of the Testator, that the Testator had declared to them that the
instrument is his Will and that he executed the same as such and wanted each of them to sign it as a
witness; and upon their oaths, each witness stated further that he did sign the same as a witness in the
presence of the Testator, and at his request and that he was at that time eighteen (18) years of age or over
and was of sound mind, and that each of the witnesses was then at least fourteen (14) years of age.
.~
CiL--/ / /
WARREN W. MECK,
Testator
JJJAJJ: ,e~~~;'>./k
'!ifJ.ss ~ .
r /~'5 L. _<)-1- P; I clcL
(Printed Name of Witness)
_-V"-~ /: 7Ad4
Witne~ " /
'-- /J/1 YU7A.- L~ /J/e//1Jh
(Printed Name of Witness)
SUBSCRIBED AND ACKNOWIADGED )Jefor~ by )VARREN W. MECK, Testator,
subscribed and sworn to before me ~/()(/r ~-ffh, ~(cI and !hlJl1q Iit-el-b,
witnesses, this the ItfJ.-w't day of I'" ~ ~ , 19 '9 J .
and
~
Notary Pub!'
ennsylvania
I--
I No'tanal Seal
! "'. Allen J Perry Notary PubliC
; ,.'7d:~ HemfJt~eld -r:wp Lancaster County
i,d, ( "~,~'1Isslon E-;plres March 19,2001
!)i'r'i');:"'!\!'I""--" C"',' '- t', :-;'1
.. f" (, .1 1'{:-.,~,,)I~I,1.~!If) n:' l\ot;-r(i()(; "")
I J1I~tC
LAST WILL AND TESTAMENT
Page 5
I
'1 .. '- .
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, . ,
subject "to the foresoins provitioDl of dUa section. If said handJcapped Bcnetkiary is Ilo longer llvilll and
sballle we chiIclren dMm llvina, the deceued child's abate shall pallS to thole chUdren per Itirpea. Il' thore
are Do :hildron, the allah Ihall be ~ propo.rt:iouaaeJ. .1JlODI dJC ~fnlna BwctIcIariei.
ARTICLE NTNB
)ecQOD 9.01. TrustccA
. ,~ :
. ~ . . . . \..
All Ttua1IlcS are to Reeve without bOlld. The tollowing will act a8 Trustees at' allY Trusts created
. >y tbia l'rust Aarecmmtt, in tbe following order of ll"'Ce8Sion:
First:
The undcrailncd, WARREN W. MEeK and/or JUNE E. MEeK '.
The surviVing sp~.
At the death or incapacity of the survivina spouse, JEFJ'qy Il MJ~
PAUL A. MEeK and ROBERT A. MEeK: abalt 8ClV8 III Joint
SUCCC880l Trua1Cc8. . ",,'. ....'. .
A TruaICC cbolien by the majority of Bcue&1Iries, with a parent or tela!
guarcn.n vodna for minnr Be~&iaries; provided. however. dut the
childron of any deceued Beneficiary sball coUecdvely have only om vote.
Second:
Third:
Fourth;
" '.
Section !t.02. AllOClldon and Distribution of the Trust A8ltets
I !'he TnaatecI aha11 allocate, bold, adminl~ I8i distribute the Trust As8etlJ as .beremafter 'Prov 48d:
c' .
a) Upon' the death of the. first Settlor, the Trustee Bhall IDlIb .&ny" ecp,.lta~
diatrlbudoos that have been specified by the deceased Settlor. The TrU8tee maU
a!eo lab ilJto coosidcration Ebe appropriate provisiona of tbia Article.
b) Upon rhe death of the survivina spouse. the Trustee 8ballhold. administer and
dlstribu~ the Trust Assets in the maDOCt hereiDa&lr ptelCrlbed.
,-
&:cticn 9.03. Personal PrODeti)' Distributio.Q
l'rotwithlfaDdfng any provision of Ibis Trust Agreement to 1:bc contrary, the Trustee lQust.albldu.by:.
., y mcm Dl'8Dl1um br the Seu:lors, particu)arly that c:ontained .in the geCtion ootided N SpceiaJ Directives"
in 'orpol~ I:Cld into tbii Trust lnlltnuncnt. directing the disposition of TrUlt Aaao1B of every tiDd 1ncluilinl
bu DOt limited to fumlturo. app1lances, 1\JmisJUup, pictures, china, lIilverware, lilli, boob, jewelry,
Wl:ariDg .lpp8J."el, and all policies ot fire. buraJary. property damage, and olber JnsuraDce em 01' to
CC1nnectlol with the 1110 of this property. OtherwIse. any per~ and houaohold etfectR of tho Settlor.
ahill be d iscributed with the re.D1ainJnl' a,*tB of tbc Tt'UIt Estate.. .
REVOCABLE LIVING TRUST AGJUtEMENr
Page 20
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Sccdun4.03. Payment of the Second 'Delltb Bxne~
On the dead1 of the surviviDI Trusrar. the Truat.ce lIball pay fronJ. Cbat portion of lite trult __
cOuatitt tJna dte ~JICd TruItor.. Iq)Ant.e trust Ilbare the cxpcmaea of tbe IUl'V1vJng Trustor's lat i,lneaa,
I\Jnm.[ buria1 and any inhcritaDcc. eau or death taxes that may be due' by reason of the sur fivfna
I'ruator's death. unlcas the Trustee in hJa or her absolute discrctlon de1rlrrnJD8a that other Idf:c:juate
proviO illS have been mIde for the payment of such expeoael IDd Wtca.
kction 4.04. Tn1It IDcome and PrinciDal Disttibutinn Upon the Death of the SurviviDa: Truail{
a) The Trustee sba1l apply and dis~ the Jmt l.noome and prioc.tpa1 of each )f the
8harca of the resulting TruIt RstUa. after giving effect to the section of thla Trust
Agreemem entitled "SpGcial Qirectivei" to the followlna Be11efJcluiea ill ~
iDdtcated frat.1ioDaJ shares: . _ .,' .., .:
JEFFREY R. MECK
PAUL A. MEeK
ROBERT A. MEeK
". ~ l",.
1/3
. !'. :'::':':":f~r:;: /:.
,j?- "'i,/' ..0....-. "l;~o.':' . ;'
; I ~
A. ";0. -i.;"
,"";'.: .:: :
'. .'
. ~ . .,",' ~. i j! .::,
, . ;: ~, '.' r' . I
... '..
~ . . ,... ,
,'. .
..\
',,,; J,
. \"". ..
b)lf any of the above Beueflda~, or arr) other BQtWiary,'1sUDder'~'~A!1$
yeare when the cliItribudon is to be made, die Tnwcc; 'slWl havo "autJilliitY.~
di8tr'ibum the sattIC. inWboJe or In part. to a cUltodJan for tbc mhIor appcintcd
I ii, . ..:V'i ~'! ,;,,;!,I.' .'~r a Uniform Gifts QI"TrlD8fin Co MJaura Act, or the T~ may rctaiu any
. .. d, auch prqJerty and ~_ and distribu~ dJe same for the" benefit of dJe tn inor,
t l1kr, , I.;d" .... ',i. paying!J or for tbe benefit ~f such ~~ D1UCl1~i~!~. and PIi~ip~,,~f
ti ;m,', Ji '.I, I.""";;". die retained property from tilDe to time'l~ the ~ruatec;l~tadY~Je .~':J~
" '" ",;..,., "=:::;r'::t:'::"'~:~4r~:f:J:\I~~
be disCribU1lld to bbn or her: free of tnui. If the minor should die befOl'o attaining
the aae of ~ority, tile property shall ~ be pai4 and distrlbumd tathe csta:e of
the minor. '
.... .-"~;'~f --L'jt,iJp: 0:
c)
I.:JFJ[1.:: (-.k'
If aU of the Trustor', Beno&1ariea aad ,f!lCir children should faUJ~ ...-vi~:.tbe~j! ';'i ;
Ibl distribution of die Tl1I8t &tace, all' Of tbe Trust BlIlate not dfapoaed cf 88
berelnabove provided shall bet dfstribWed all provided for in rbis Trust Alteen.em.
Sc~tIon 4.~. PrIncin1e of ~t.ti2D
. .
~ 'nIess iDdlcamd differcndy in this Truai Aareement or in the "Special l)irect1v~s" section that
follows, 1] the event any of our IWDed Btmoflciarics ahonJd predcceqe bocn af.UI aU of tb.t Penon'slllAl'e
of the Tn lit Batue is to be dIvided cqualJyamong tbc ~ Beneficiary', cJUidrcm or'isIue per stirpes.
REVOCABLE UVING TRUHT AGKEEMENT
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