HomeMy WebLinkAbout06-13-0815056041125
Y -1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of {ndividual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 8 0 3 2 8
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 0 0 3 2 0 0 7 0 9 1 6 1 9 3 3
Decedent's Last Name Suffix Decedent's First Name MI
M Y E R S MAR Y A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M1
M Y E R S R O B E R T D
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 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. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
T ]:i O M A S L W E N G E R E S Q 7 1 7 2 3 4 4 1 8 2
Firm Name. (If Applicable)
W :L X W E N G E R & W E I D N E R
First line of address
5 0 8 N O R T H
Second line of address
P O B O X 8 4 5
City or Post Office
H A R R I S B U R G
S E C O N D S T R E E T
State ZIP Code
REGISTER OF WILLS USER~JLY
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Correspondent's a-mail address:
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 an the personal representative is based on all information of which preparer has any knowledge.
SI EAfI P RSON RESPONSIBLE FOR FILING RETURN DATE,
ADDRESS
100 MT. ALLEN DRIVE, MECHANICSBURG, PA 17055
SIG URE OF PREPARE T R T AN REPRESENTATIVE DATE
I^ /~
WIX, WENGE & WEII) R, PO BOX 845, HARRISBURG, PA 17108
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125
REV-1500 EX
Decedent's Name: MARY A . MYERS
Decedent's Social Security Number
RECAPITULATION
1. Real estate (Schedule A) ,,,,,,,,,,,,,,,,,,,,,,•
................. 1. 0 • 0 0
2. Stocks and Bonds (Schedule B) .................................. 2. 1 9 2 6 8 • 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0 • 0 0
4. (Mortgages & Notes Receivable (Schedule D)
........................
4. 0 , 0 0
5. Cash, Bank De osits & Miscellaneous Personal Pro e • .. , ...
p p rtY (Schedule E)
5. 2 4 3 3 5 6 , 8 0
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. 2 6 2 6 2 4, 8 0
9. Funeral Expenses & Administrative Costs (Schedule H) ......... ....... 9. 1 4 0 8 9 • 2 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ....... 10.
11 • Total Deductions (total Lines 9 & 10) .................... ....... 11. 1 4 0 8 9 , 2 5
i2. Net Value of Estate {Line 8 minus Line 11) ....... ! .......... ....... 12• 2 4 8 5 3 5 • 5 5
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
a.n election to tax has not been made (Schedule J) ........... ....... 13.
i4. Net Value Subject to Tax (Line 12 minus Line 13) ........... ....... 14. 2 4 8 5 3 5 • 5 5
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 .00 2 4 8 5 3 5 5 5 15.
16. Amount of Line i4 taxable
at lineal rate X •0 _ 0 0 0 16
17. Amount of Line 14 taxable
0
0
0
at sibling rate X .12 17.
18. Amount of Line 14 taxable
0
0
0
at collateral rate X .15 18
19.Ta:K Due .......... ............................ ... ..... ..19.
20. FNLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042126
0. 0 0
0. 0 0
0. 0 0
0. 0 0
0. 0 0
L 15056042126 15056042126
REV-1500 EX Page 3 File Numb
Decedent's Complete Address: 21 os ~a2s
DECEDENT'S NAME
MARY A. M'YERS
STREET ADDRESS
100 MT. ALLEN DRIVE
CITY
MECHANIGSBURG STATE
PA ZIP
17055
Tax Payments and Credits:
~ • Tax Due (Page 2 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penatty (D + E) (3) 0.00
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) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLE',ASE 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; ...................................................................... ^ ^X
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ Q
3. Did decedent own an °in trust for° or payable upon death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an Individual Retirement Account, annutty, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 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) (il ,1) (ii)]. The statute does not exemot 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 ofi 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 fior the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §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)]. Asibling 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-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
MARY A. Mti'ERS 21 08 0328
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 price at which property would be
exchanged 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 survivorshia must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
TOTAL (Also enter on line 1
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARY A. M`~'ERS 21 08 0328
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. SERIES I SAVINGS BONDS {SEE ITEMIZATIONNALUATION ATTACHED) 19,268.00
TOTAL (Also enter on line 2, Recapitulation) ~ $ 19
(If more space is needed, insert additional sheets of the same size)
REV-1504 EX + i;6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
OF
NUMBER
MARY A. MYERS 21 08 0328
Schedule C-t or C-2 (including all supporting information) must be attached for each closely-held corporation(partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t. NONE 0.00
TOTAL (Also enter on fine
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX+ ('8-98)
SCHEDULE D
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
Rf=SIDEN7 DECEDENT
TE OF
FILE
MARY A. M'YERS 21 08 0328
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER _ _ DESCRIPTION OF DEATH
NONE
TOTAL (Also enter on line 4,
0.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC,
PERSONAL PROPERTY
FILE NUMBER
MARY A. MYERS 21 08 0328
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.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. ONE-HALF TENANT IN COMMON INTEREST IN BROKERAGE ACCOUNT 115,508.75
MAINTAINED AT CHARLES SCHWAB/BMC FINANCIAL ADVISORS #XXX3036
(VALUATION REPORT ATTACHED)
2. ONE-HALF TENANT IN COMMON INTEREST IN PRIME BROKERAGE ACCOUNT 127,848.05
MAINTAINED AT CHARLES SCHWAB/BMC FINANCIAL ADVISORS #xxx5507
(VALUATION REPORT ATTACHED)
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
ESTATE OF F{LE NUMBER
MARY A. MYERS 21 08 0328
Han asset was made joint within one year of the decedents date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A.
JOINTLY-OWNED PROPERTY:
RELATIONSHIP TO DECEDENT
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPT{ON OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET °k OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1. A.
TOTAL (Also enter on line 6, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTA
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
NUMBER
MARY A. M'YERS 21 08 0328
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.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE,THEIRREUTIONSHIPTDDECEDEMAND
THE DATE OF TRANSFER.ATTACHACDPYOFTHEDEEpFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S
INTEREST
EXCLUSION
(IFAPPIICABLE)
TAXABLE
VALUE
1. NONE
TOTAL (Also enter on line 7 Recapitulation) ~ $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARY A. M~YERS 21 08 0328
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME, MECHANICSBURG, PA 8,972.86
B. ADM{NISTRATIVE COSTS:
1 Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2 AttomeyFees WIX, WENGER &WEIDNER (ESTIMATED) 4,500.00
3, Family Exemption: (Ifi 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 CUMBERLAND COUNTY REGISTER OF WILLS 302.00
5 Accountant's Fees
6. Tax Return Preparer's Fees
7. CUMBERLAND LAW JOURNAL (ADVERTISING) 75.00
8. THE SENTINEL (ADVERTISING) 182.56
g. WIX, WENGER &WEIDNER (OUT OF POCKET EXPENSES) 56.83
TOTAL (Also enter on line 9, Recapitulation) ~ $ 1
(lfi more space is needed, insert additional sheets of the same siie)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE=SIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF ~""""""""
MARY A. M'YERS 21 08 0328
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
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-i)o)
SCHEDULE J
COMMON4IIEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RE:iIDENT DECEDENT
ESTATE OF F1LE NUMBER
MARY A. M'YERS ~1 nu n~~Q
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 D. MYERS Spousal 248,535.55
100 MT. ALLEN DRIVE
MECHANICSBURG, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET
II. NOPJ-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
L
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(Ir more space Is neeaea, Insert atldltlonal sheets of the same size)
LAST WILL AND TESTAMENT
OF
~„
MARY A. MYERS , ~ ~_
1, Mary A. Myers, of Camp Hili, Cumberland County, Pennsylvania, being Hof
sound and disposing mind and memory, do make, publish and declare this to be my Last
Will and Testament, hereby revoking all Wills and Codicils by me at any time previously
made.
U'EM I: I direct that all inheritance and estate taxes becoming due by
reason of my death, whether such taxes may be payable by my Estate or by any recipient
of any property, shall be paid by my Executor out of the property passing under this Will,
which is not specifically devised or bequeathed, as an expense and cost of administration
of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for
arr~ such tax paid by my Executor .even though on proceeds of insurance or other
property not passing under this Wil{.
ITEM II: I hereby exercise all powers of appointment which I may have at
the time of my death in favor of my residuary estate, and all property subject to all such
powers shall be included in my Estate.
ITEM Ilf: I give and bequeath all my household furniture and furnishings,
automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel and all
other like articles of household or personal use and adornment to my spouse, Robert D.
Myers, if he survives me, or, if my spouse does not survive me, to my then living children,
to be divided among them in as equal shares as practicable, as they may agree. In the
event my children fail to agree on the division of such items, my Executor shall determine
Page 1 of 7
the distribution of such items and her decision shat! be final. Any undistributed items shall
be sold and the proceeds added to the residue of my estate.
ITEM IV: If my spouse does not survive me, I give, devise and bequeath the
sum of Two Thousand Dollars ($2,000.00) to the Endowment Fund of Messiah Lutheran
Church of Harrisburg, Pennsylvania, or its successor.
ITEM V: l give, devise and bequeath aN of the rest, residue and remainder of
my property, real, personal and mixed, to my spouse, Robert D. Myers, ifi he survives me.
If my spouse does not survive me, then I give, devise and bequeath all of the rest, residue
and remainder of my property in equal shares to my children or their issue, perstitpes,
subject to the provisions set forth in item VI herein. Provided, however, that any
distribution made to my children or their issue shall be adjusted to account for any
indebtedness owed to me by them at the time of my death. Such indebtedness shall be
determined, without interest, by my Executor by reference to a Book of Account which I
have maintained and kept at my desk at my residence, or such other place made known
to my Executor, and shall be offset against the amounts the indebted child, or persons
claiming through the indebted child, would otherwise be entitled to receive.
ITEM VI: For purposes of this Will, the term "issue" shall be deemed to
exclude each and every one of the children born of the union of my son, Robert P. Myers
anti Ann Helen Cannon (also known as Ann Helen Myers), it being my express intent that
such child or children not receive any distribution as an heir or beneficiary of my estate.
ITEM VII: fn the settlement of my Estate, my Executor shall possess, among
others, the following powers to be executed for the best interest of the beneficiaries:
Page2of7
(a) To self either at public or private sale and upon such terms and
conditions as my Executor may deem advantageous to my Estate,
any or all real or personal estate or interest therein, whether owned
by me severally or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or sales by
sufficient deeds or other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all trust and without
obligation or liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry into the validity
of said sale or sales; also, to make, execute, acknowledge and
deliver any and all deeds, assignments, options or other writings
which may be necessary or desirable in carrying out any of the
powers conferred upon my Executor in this Paragraph VII(a) or
elsewhere in my Will.
(b) To pay all costs, taxes, expenses and charges in connection with the
administration of my Estate. My Executor shall pay expenses of my
last illness and funeral expenses.
(c) To distribute my Estate in kind or in money. if any assets are
distributed in kind, they shall be distributed at their respective
value(s) on the date(s) of their distribution.
(d) To retain any investments I may have at my death so long as my
Executor may deem it advisable to my Estate so to do.
(e) To vary investments, when deemed desirable by my Executor and to
invest in such bonds, stocks, notes, money markets, real estate
mortgages or other securities or in such other property, real or
personal, as he shall deem wise, without being restricted to so-called
"legal investments."
(f) To mortgage real estate and to make leases of real estate.
(g) To borrow money from any party to pay indebtedness of mine or of
my Estate, expenses of administration or inheritance, legacy, estate
and other taxes.
(h) To vote any shares of stock which form a part of the Estate and to
otherwise exercise all the powers incident to the ownership of such
stock.
(i) fn the discretion of my Executor, to unite with other owners of similar
property in carrying out any plans for the reorganization of any
corporation or company whose securities form a part of the Estate.
Page 3 of 7
(j) To distribute my personal property directly to the Guardian of the
person of any minor beneficiaries hereunder.
(k) To elect such settlement options as deemed most appropriate by my
Executor with respect to any pension, profit sharing or other
retirement plan in which I am a participant.
(I) To do all other acts in the judgment of my Executor necessary or
desirable for the proper and advantageous management, investment
and distribution of my Estate.
ITEM VIII: Any person who shall have died at the same time as me, or in a
common disaster with me, or who sha11 fiait to survive me by ninety (90) days, shall be
deemed to have predeceased me.
ITEM IX: If at any time any minor child or legally incompetent person shall be
entitled to receive any assets hereunder, I hereby nominate; constitute and appoint my
Executor to act as Guardian of the assets payable to such person. Said Guardian may
receive and administer all assets authorized by taw and shalt have full authority to use
such assets, both principal and income, in any manner said Guardian shalt deem
advisable for the best interest of such person, including college, university, post-graduate
or other education, without securing court order. Said Guardian shall have all the rights
and privileges as to the Guardianship and the assets thereof as are herein granted to my
Executor as to my Estate and the assets therein.
ITEM X: I nominate, constitute and appoint my spouse, Robert D. Myers, to
be my Executor. In the event of the death, resignation, refusal or inability of Robert D.
Myers to serve as my Executor, I nominate, constitute and appoint my daughter, Rebecca
S. Myers, to serve as Executor in his place. My Executor and Guardian are specifically
relieved from the duty or obligation of filing any bond or bonds.
Page 4 of 7
IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will
and Testament, consisting of this, the next two pages, and the preceding four pages this
_~ day of ~_, 2001.
`o~~
Mary A. My rs
SIGNED, SEALED, PUBLISHED AND DECLARED by the above named
Testator, Mary A. Myers, as and for her Will, in the presence of us, who, at her request, in
hE;r presence and in the presence of each other, have hereunto subscribed our names as
witnesses in attestation thereof.
1
Address 2 ~
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' ~~ Address f ~ l
~l~v~~
Page 5 of 7
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~~QN tn..l,
SS.
I, Mary A. Myers, the Testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; and that I signed
it willingly and as my free and voluntary act for the purposes therein expressed.
Sv~(n to or affirmed and acknowledged before me by Mary A. Myers, the
Testator, this ~ day of Sr,a~ tc~k~ f , 2001.
Notarial Seal
Denise B ~Niamson, Notary Public
Harrisburg, Dauphin County
My Commission Expires May 1, 2004
''"°^'a Association of Notaries
Page 6 of 7
My Commission Expires: '
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DA~~-t~~~
SS.
We, '"~nrca_° (. i.t).px"~C,rr'~ YIl ~U ,
arld ~av~t e~ ~ct~ ~ ,the witnesses whose names ar signed to the
attached or foregoing instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testator sign and execute the instrument as her
Last Will; that the Testator signed willingly and executed it as her free and voluntary act
for the purposes therein expressed; that each subscribing witness, in the hearing and
sight of the Testator, signed the Will as a witness; and that to the best of our knowledge,
th+:; Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn to or affirmed and subscribed to before me by'~~tta~,o:~ C .. ~~~s~a r~~-
~Zt'~a E G ~ and Jan',~.t y~ e u rw witnesses, this ~~ day of
S~~mb~,~ , 2001. ~'
F:\dbw\Wilis\Myers\Mary - Will.doc
~~ 'in
Witness
Notarial Seal
Denise 8 Williamson, Notary Public
Harrisburg, Dauphin County
Page 7 of 7 MY Commission Exprres May 1, 200a
Member, Pennsylvania Assoriaricn of (`Ir ~ - ••,::,
My Commission Expires:
(SEAL)
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Financial
Advisers
April 10, 2008
Denise B. Williamson
Wix, Wenger & Weidner
508 North Second Street
Post Office Box 845
Harrisburg, Pennsylvania 17108-0845
Re: Estate of Mary Ann Myers
Dear Denise,
Please find enclosed two Portfolio Holdings reports for Robert D. and Mary A. Myers,
TEN/COM accounts. These holdings are as of Mary Ann Myers' date of death (10/03/2007).
On these reports, you will find the following information that you have requested:
1. Account type
2. Account numbers
3. Asset values as of the date of the decedent's death (10/03!2007).
4. Amount of unpaid accrued interest
5. Names of owners of accounts and dates accounts were established.
Thank you for your assistance with this matter. If you should have any questions, please
do not hesitate to contact our office.
Sincerely,
BEARD MILLER FINANCIAL ADVISORS LLP
Heidi Betz
Client Relations Specialist
/hlb
Enclosures
C: Mr. Robert D. Myers
Rebecca Myers
Registered Investment Advisors
Financial
Advi~c~rs
1869 Charter Lane
Suite 301
Lancaster, PA 17601-5879
Phone (717) 393-9721
Fax (717) 393-8343
Portfolio Holdings
As of 10/03/2007
Robert D. & Wary A. Myers Acct #: 66573036
Joint Tenants in Common c7' Q~/~.r/ad~~
Brokerage Account c?p2nP
cio Rebecca Myers ~
8006 Eastern Drive, Apt. 102
Silver Spring, MD 20910
Current
Svmboi _ Descriution Quantity Price
Mutual Funda
ARTVX Artisan Small Cap Value 955.916 18.590
BGRFX Baron Growth 40.816 55.670
CHCGX Chesapeake Core Growth 705.581 21.030
DODFX Dodge & Cox Intemational Stock 241.047 49.430
DODGX Dodge & Cox Stock Fund 211.97 159.710
SGOVX First Eagle Overseas A 68.368 27.560
PISRX Forward Intl Sma{I Co Inv 116.009 20.760
GCMAX Goldman Sachs Mid Cap Value A 210.104 41.500
HAINX Harbor Intemational Instl 26.409 75.210
JAMCX JP Morgan Mid Cap Value 314.876 27.650
ICSLX Mainstay ICAP Select Equity 148.412 46.300
MFOCX Marsico Focus Fund 889.217 21.770
SNXFX Schwab 1000 Index Fund Inv 306.312 45.420
SLASX Selected American Shares 111.235 49.690
SSHFX Sound Shore Fund Inc 629.851 42.020
TASCX Third Avenue Small Cap Value 90.416 27.430
VFINX Vanguard Index 500 154.088 141.830
Current
Value
17,770.48
2,272.23
14,838.37
11,914.95
33,853.73
1,884.22
2,408.35
8,719.32
1,986.22
8,706,32
6,871.48
19,358.25
13,912.69
5,527.27
26,466.34
2,480.11
21,854.30
200,824.63
Cash and Money Funda
MMF Schwab Money Market Fund
30,192.67
231,017.50
Financial
Advisers
1869 Charter Lane
Suite 301
Lancaster, PA 17601-5879
Phone (717) 393-9721
Fax (717) 393-8343
Portfolio Holdings
As of 10/03/2007
Robert D. & Mary A. Myers Acct #: 30955507
Joint Tenants in Common ,, / / /~
Prime Brokerage Account ~~~~7eU a -~ ~ G~
c/o Rebecca Myers
8006 Eastern Drive, Apt. 102
Silver Spring, NID 20910
Current Current
Symbol Description Quantity Price Value
Mutual Funds
DODIX Dodge & Cox Income Fund 1,566.223 12.540 19,640.44
MWLDX Metropolitan West Low Duration Bond 2,107.482 9.350 19,704.96
VBIIX Vanguard Interm-Term Bond Index 965.667 10.280 9,927.06
49,272.46
Fixed Income
02209SAA1 Altria Grp Inc 10,000 108.822 10,882.23
11/04/2013 7.00%
Accrued Interest 289.72
2515AOBZ5 Deutsche Bank Flt 2022 Note 15,000 95.910 14,386.50
30yr-2yr CMS Spread Range
04/20/2022 8.00%
Call 04/2012008,100.00
Accrued Interest 243.33
277461 BDO Eastman Kodak Co 10,000 99.000 9,900.00
11/15/2013 7.25%
Accrued Interest 277.92
35,979.70
Cash and Money Funds
SWQXX Schwab Advisor Cash Reserves 170,443.94
Total Accrued Interest 810.97
255,696.10
WIX, WENGER &WEIDNER
A PROFESSIONAL CORPORATION THOMAS L. WENGER
RICHARD H. WIX ATTORNEYS AT LAW ROBERT C. SPITZER
DEAN A. WEIDNER 508 NORTH SECOND STREET
STEVEN C. WILDS Of Counsel
THERESA L. SHADE WIX • POST OFFICE BOX 845
DAVID R. GETZ HARRISBURG, PENNSYLVANIA 17108-0845
STEPHEN J. DZURANIN
JEFFREY C. CLARK
PETER G. HOWLAND Suburban Office:
(717) 234-4182 4705 DUKE STREET
FAX (717) 234-4224 HARRISBURG, PA 17109-3041
' Also Member Massachusetts Bar
www.wwwpalaw.com (717) 652-8455
June 12, 2008
Glenda Farner Strasbaugh, Register of Wills ,-~
~o
Cumberland County Courthouse
One Courthouse Square ~ ~ ~ ~ i
Carlisle, PA 17013-3387 _ - r..~
}~~ ~ _, --
-~ -
Re: Estate of Mary A. Myers (Estate File No. 21-08-0328) .
`--~ ~ rv
__
r -- L
Dear Ms. Strasbaugh: G'
We enclose the following documents for filing on behalf of the Estate of Mary A.
(Myers:
1. The original and one copy of the Inheritance Tax Return;
2. The original and one copy of the Inventory; and
3. Our check in the amount of $80.00, made payable to the "Register of
Wills," representing:
a. $15.00 filing fee for the tax return;
b. $15.00 filing fee for the Inventory; and
c. $50.00 additional probate fee due.
Please process these documents at your earliest convenience and return atime-
s,tamped copy of the tax return cover page and Inventory form to our office. A self-
alddressed, stamped envelope is enclosed for your convenience.
Thank you for your assistance in this matter. If you have any questions
regarding the above, please call me.
Sincerely,
/clbw
Enclosures
cc;: Mr. Robert D. Myers
Thomas L. Wenger, Esquire
WIX, WENGER &..WEIDNER
, ;~
Denise B. 1Ni{liamson
Paralegal
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