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Home My WebLink About06-25-0815056041147 REV- ^ 5OO EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county code near File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 80X.280601 2 1 0 7 0 9 9 6 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 204 O1 7760 10 25 2007 06 29 1921 Decedents Last Name Suffix Decedents First Name MI MECK RUSSELL C (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 OVALS BELOW j X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death - prior to 12-13-82) 4. Limited Estate ~ qa, Future Interest Compromise ~ 5. Federal Estate Tax Return Required l,iafu of death affnr 19_19-A91 X ~ g Decedent Died Testate I~ 7. Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes = (Attach Copy of Will) a (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal PovertyY 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 TO: Name Daytime Telephone Number JOHN E. SLIKE ESQ. 717 737 34~. Firm Name (If Applicable) SAIDIS, FLOWER & LINDSAY First line of address 2109 MARKET STREET Second line of address City or Post Office CAMP HILL State ZIP Code PA 17011 REGISTi~R~ WILLS~E ONLY ro n ~_ ~, =I `-~--, ~, ~:~ iJ . _- ,C. - ':- -, , ~ _ "~=~ "•• D TE FILED ~' 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 to e, c~xred and complete. Declaration of preparer other than the personal representatroe is based on all information of which preparer has any knowledge. e~ G nr DGg4f1Al RFSPrIAICIRI F FC1Q FII INr~ RFTI IRN DATE % Daniel R. Meck (v /2 "7,/ ~ Road, Mechanicsburg, PA 17050 SIG TU E OF PREPARER OTHER REPRESENTATIVE DATE / ~ ~ ~~~ ° John E. Slike Esq. (, ~"~- 3/ bps 2109 Market Street, Camp Hill, PA 17011 Side 1 15056041147 15056041147 J 15056042148 REV-1500 EX Decedent's Social Security Number Decedent's Name: R u S S e I I C. M e C k 2 0 4 O 1 7 7 6 0 RECAPITULATION ................................................ 1. 1. Real Estate (Schedule A) .......................................... 17 5, 0 0 0. 0 0 2 116,766.00 2. Stocks and Bonds (Schedule B) ............................................................................... 3. 4. 5. 6. 7. g. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... Mortgages & Notes Receivable (Schedule D) .......................................................... Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. Total Gross Assets (total Lines 1-7) ....................................................................... 3. 4. 5. 6. 7. 8. - 9 0 , 2 0 4 . 0 2 8 1, 9 7 0. 0 2 -- -__ 9. _ Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 2 4 , 8 9 6.11 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 1 , 6 5 3 . 4 4 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 2 6 , 5 4 9 . 5 5 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 3 5 5 , 4 2 0 . 4 7 13. Charitable and Gavemmental Bequests/Sec 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. 3 5 5 , 4 2 0 . 4 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 0 0 0 15. 0. 0 0 . (a)(1.2) x .00 16. Amount of Line 14 taxable 0 0 0 16. 0. 0 0 . at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17• 0. 0 0 . at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 3 5 5, 4 2 0. 4 7 1 s. 5 3, 313.0 7 1 s. Tax Due ..................................................................................................................... 1 s. 5 3. 3 13.0 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15056042148 15056042148 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-0996 DECEDENT'S NAME Russell C. Meck STREET ADDRESS 4545 Mt. Zion Drive ____ CITY ,STATE Enola PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit g, Prior Payments C. Discount 3. InteresUPenalty if applicable p, Interest E. Penalty 50,000.00 2,896.98 Total Credits (A + B + C) (1) 53,313.07 (2) 52,896.98 (3) (4) Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. q. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (5) (5A) (5B) 416.09 416.09 =w~ 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 :.................................................................................. '^ Ox b. retain the right to designate who shall use the property transferred or its income :.................................... ^ '~ c. retain a reversionary interest; or .................................................................................................................. ^ ^x 2. If death occu ed afterlDecembe~12~1982, Bede dee t transferrp operty within one year of death without ^ ^ receiving adequate consideration? ....................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~~ Ox IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .._W_ _ 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 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)]. 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. Rev1502 EX+ (6.98) SCHEDULE A REAL ESTATE COM.AONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Meck, Russell C. 21-07-0996 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 Jolntlyowned with right of survivorship must be disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) (If more space is needed, additional pages of the same size) Rev-1503 F.X+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA MHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 2,600 shares of Verizon Communications 44.91 116,766.00 TOTAL (Also enter on Line 2, Recapitulation) 116,766.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev1508 FJt+ IB-9e1 COMMONWEALTH OF PENNSYLVANIA WHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Meck, Russell C. 21-07-0996 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AARP Health Care Options -Refund of automatic deduction from M 8r T checking 390.00 account 2 Cash 677.00 3 Comcast Cable -Refund for overpayment 129.29 4 Erie Insurance Group Refund for Auto Insurance 468.00 5 Eureka Lodge F. ~ A.M. 302 -Refund of dues paid in advance. 85.00 6 Mid Penn Bank -Check from Janney Montgomery Scott, LLC 16,753.10 1AVAN KEMPEN PA VALUE MUN INCOME TR Sold prior to death. 7 M 8 T Bank -Checking Account No. 59398485 6,698.06 8 Mid Penn Bank -Check from Janney Montgomery Scott, LLC 27,936.68 Lord Abbett Tax-Free $23,803.92 INCOME TR AS SER CL A OPPENHEIMER MULTI ST $4,132.76 PA MUNI FED CL A Sold prior to death 9 1905 Sears Automobile -Based on sale price. 14,000.00 10 1967 Chrysler Automobile -Based on sale price 5,000.00 11 1992 Cadillac Automobile - 30,000 miles 5,000.00 Based on sale price Total of Continuation Schedule See attached page TOTAL (Also enter on Line 5, Recapitulation) 90,204.02 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev1508 EX+(6-98~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN contl n ued RESIDENT DECEDENT ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 12 2002 Dodge Pickup -Based on sale price 6,000.00 13 Diamond Ring -Man's 14 karat yellow gold mounting with approximately one karat 500.00 diamond. Based on Appraisal by Mumma's Jewelry Store 14 Gun collection -Appraised value 2,050.00 15 Personal Property -Furniture, Appliances, Tools, Snowblower, Lawn Tractor, etc. 4,500.00 16 Free Credit Balance 16.89 ;a~ TOTAL (Also enter on Line 5, Recapitulation) 90,204.02 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+ 112.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached ~ 8,424.85 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Saidis, Flower & Lindsay 13,000.00 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 410.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 3,061.26 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 24,896.11 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COAMAONWEALTH OF PENNSYLVANIA INHERfTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 ITEM NUMBER DESCRIPTION AMOUNT 1 Daniel R. Meck -Reimbursement for Military Service $200.00; Pastor-Rev. Wathins 1,545.00 $150.00; Interment and Recording Fees $1195.00 2 Musselman Funeral Home 8 Creamation Services, Inc. -Funeral $3,745.00; Casket 6,879.85 $2,650. 00; Casket Spray $159.00; Certified Copies $60.00; Obituary Ad $365.85 Less $100.00 Subtotal ~ 8,424.85 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 F,(+ IB•9e1 COMAt(NJWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 ITEM NUMBER DESCRIPTION AMOUNT 1 AARP Health Care Options -Automatic deduction from M & T checking account 195.00 2 AARP Health Care Options -Automatic deduction from M & T checking account 195.00 3 Comcast Cable 53.08 4 Cumberland Law Journal -Advertised of Estate Notice 75.00 5 Daniel R. Meck -Reimbursement for gas and window covering 30.74 6 Hampden Township 138.65 7 Hampden Township 138.65 8 Penn National Insurance -Premium for hazard insurance 551.00 9 PPL Electric Utilities 141.58 10 PPL Electric Utilities Corporation 247.49 11 PPL Electric Utilities Corporation 270.21 12 PPL Electric Utilities Corporation 237.48 13 PPL Electric Utilities Corporation 203.25 14 PPL Electric Utilities Corporation 99.65 15 PPL Electric Utilities Corporation 35.48 16 Saidis, Flower 8~ Lindsay -Reimbursement for Short Certificates $20.00; Advertising 150.68 Fee for the Executor's Notice in The Patriot News $161.34--$30.66 Taken from the lolta Account Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1502 EX+ (6.98) COMMONWEALTH OF PENNSYLVANUI WHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 ITEM NUMBER DESCRIPTION AMOUNT 17 Saidis, Flower ~ Lindsay -Reimbursement for Short Certificates $20.00; Advertising 30.66 Fee for the Executor's Notice in The Patriot News $161.34--$30.66 Taken from the lolta Account 18 The Patriot News -Executor's Notice Advertisement 19 Verizon 20 Verizon 21 Verizon 22 Verizon 23 Verizon 24 Verizon Subtotal 161.34 19.06 15.25 15.89 16.30 ?5.56 24.26 3,061.26 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-7572 EX+ (8.98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COtiY~ADNWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Church of God Home, Inc. -Account #802767--Room & Board, Laundry 651.29 2 Comcast Cable 49.65 3 Continuing Care RX 39.38 4 Daniel R. Meck -Reimbursement for lawn care services 40.00 5 Eureka Lodge F. & A.M. 302 85.00 6 Gettel Enterprises, Inc. 606.32 7 Jason Siegelbaum Gastroenter -Medical Bill 85.21 Account #72900 8 PPL Electric Utilities Corporation -Sept 21-Oct 22, 2007 Service 77.16 for 4545 Mount Zion Drive, Enola 9 Verizon 19.43 TOTAL (Also enter on Line 10, Recapitulation) I 1,653.44 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J ANIA COMM TA BENEFICIARIES NCE TAX RETURN NHERI RESIDENT DECEDENT ESTATE OF FILE NUMBER Meck, Russell C. 21-07-0996 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT Do Not List Trustee s (Words) ($$$) I TAXABLE DISTRIBUTIONS [inGude outright spousal ~ distributions and transfers under Sec. ~116(a)(1.2)] 1 Daniel R. Meck Nephew 1.5 carot 177,960.23 229 Hogestown Road diamond ring Mechanicsburg, PA 17050 and fifty percent (50%) 2 Stephanie Meck Grand Niece Fifty percent 177,460.24 229 Hogestown Road (50%) of the Mechanicsburg, PA 17050 residue. Total 355,420.47 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropr iate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO R 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 I 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) LAST WILL ANA TESTAMENT .. OF ~, L RUSSELL C. MECK I, RUSSELL C. MECK of Hampden Township, Cumberland County, P~ez~ns_ylvania, declare this to be my .Last Will and Testament, ~_-~- hereby revoking any will previously made by me. I - I direct the payment o~ all. my just debts and funeral expenses out of my estate as sQOn as may be practical after my death. II - T bequeath my 1.5 carat diamond ring to my nephew, SAIDIS, GUIDO, SIIUFF & MASLAND 2109 Market Street Camp Hill, PA Daniel R. Meek. ITI - I devise and bequeath all the. rest, residue and remainder of my estate of whatever nature and wherever situate unto my nephew, Daniel R. Meck, and zny grandniece, Stephanie Meck, or the survivor of them. _, TV - I appoint my nephew, naniel R. Meck,~Executor of this, my Last Will and Testament. Should my said naphew fail to qualify or cease to act as such, then T appoint Stephanie Meck to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. y v Page 1 IN WITNESS WHEREOF, T have hereunto set my hand and seal on •-~ c~ ~~/~ ~ 19 9 5 . this, the ~ day of , ~~ ~~ 1~ r~ f f ~, ,..A.' ~ ~ _ ~.. ~ (SEAL ) Ru~sel~: C. Me Signed, sealed, published and declared by RUSSELL G. MACK, Testator therein named, on this and one (1) other sheet of paper as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Name ' ;i ~~ ) , L f Name Addzess ~. l Adds s SAIDIS, GUIDO, SHUI+F & MASLAND 2109 Marke[ Street Camp Hill, PA Page 2 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY 0~' CUMBERLAND) WE, the undersigned, the testator and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed-authority that the testator signed and executed the instrument as his Last Will and Testament and that he signed willingly (or willingly directed another to sign for him), and that he executed it as his free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator signed the will as witnesses and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~ t ~~~ ~., '; Testat SAIDIS, GUIDO, SHU~'F & MASLAND 2109 Market Street Camp Hill, PA Subscribed, sworn to and acknowledged"-'b~~efore me by the testator, and subscribed and sworn to b~e,~/`~ e me by k~~?th witnesses,. this ~F~t day of ~- , 195. ~ 2 ~ KAY otary Puls].ic NOTARIAL SEAL TMELMA S, McCAUSLIN, Notary Public Camp Hill, Cumberland County My Commission Expires July 3,1996 w~.tne~s TaxDB Result Details Detailed Results for Parcel 10-14-0839-023A in the 2004 Tax Assessment Database DistrictNo 10 Parcel ID 10-14-0839-023A MapSuffix HouseNo 4545 Direction Strect MOUNT ZION DRNE Ownerl MECK, RUSSELL C C/O C/O ESTATE OF RUSSELL C MECK PropType R PropDesc LivArea 1038 CurLandVal 25740 CurImpVal 86050 CurTotVal 111790 CurPrefl'al Acreage .40 C1GrnStat TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBkPage 0024X-00178 YearBlt 1959 HF File Date 10/27/2004 HF_Approval_Status A Page 1 of 1 4U1 .9 T'-~5'arranty - d, Short Form, dct of 1900. Aeorl~ Hull. Inc., Indiana, Pn. aC~ji~ ~eeb, h1 ODE TIIE ~-- day of or uur Lord ooze thousa~zd nine h~itinde•ed seventy-two (1972) . BETIT'EEN ROSS 5. BLUSi' and ANNA K. BLUST, his wife, of 1lampden Township, Cumberland County, Pennsylaania, parties of the first part, hereinafter called the in the year Gra7ator s , and RUSSELL C, MECK and ANNA E. MECK, his wife, of the same place; parties of the second part, hereinafter called the Grantees IVITNESSETH, that in consideratio~a of the sum of Three Thousand Five Hundred and and No!1OO - - ($3,5OO.OD) - - - - - - - - - - - -Dollars, in hand paid, the receipt avhereof is hereby acJcnaevledged~, the sand grantors do hereby grant a'nd convey to th.e said y~rcentee s , their heirs and assigns , ALL that certainpiece or parcel of land situated in the Township of Hampden, County of Cumberland and Commonwealth of Pennsylvania, more particularly hounded and described as fcillows, to wit:- BEGINNING at a point on the southern right-o.f.'-way line of Wertzvil:Le Road (~'a. houte No. 944} at the dividing line between Lois Nos. 2 and 1 as shown on the hereinafter mentioned Plan of Lots; thence along said dividing line between Lots Nos. 2 and 1, South eithreen (18) degrees fifty (50) min- utes 4~test, a distance of one hundred fifty-two and ninety-tZao one-hundredths (152.92) feet to a point; thence continuing along the dividing line between said Lots Nos. 2 and 1, South seventy-five (75) degrees twenty-four (24) minutes West, a distance of ninety-nine and seventy-nine one-hundredths (99.79) feet to a point at line of lands of Larry Myers; thence along said line of lands of Larry Myers, North thirty (30) degrees sixteen (16) min- utes East, a distance of one hundred fifty-eight and thirty-eight one- hundredths(158.38) feet to an iron pin at the southern right-of-way line of Wertzville Road (Pa. Route No. 944) first mentioned above; thence along said southern right-of-way line of Wertzville Road (Pa. Route No. .944) North seventy-five (75) degrees twenty-four (24) minutes West, a-:distance of one hundred thirty-one and twenty-seven one-hundredths (131.27). feet to a point on the same at the dividing line between Lots Nos. 2.a}Zrl 1 as shown on the hereinafter mentioned Plan of Lots, the point and:Place of BEGINNING. BETNG Lot No. 2 as shown on a certain Plan of Lots as laid out by the Grantors herein on September 11, 1969, and as revised on August 28? 1972, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Plan Book ~3 Page ~'/ - BEING a portion of that certain larger premises which Ross L, B1ust and Bessie S. Blust, his wife, by their deed dated April 1, 1955, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "I", Volume 16, Page 96, granted and conveyed unto Russ S. Blust and Anna K. Blust, his wife, the Grantors herein. r..,,~,rp ~r -;x - ~ ,~.. .;~, .. i:::7y;... Cumb. Co., Pa. 1 Yy Reel Estate Tramt~r Tex late ........... AmF.I ... 5.... _ ~ ~', {, i ~ ~ . f ~, r tc ~Z t~ ' l.' ~/i . _. lei , !',i-~ a~ P. ~.e De/- ~chool Disfi. Cumb. Co., Pe. 1'/. Real Estate Transfer Tex S ,/ /~ l/ t .. (- L L-7 ,f Gam) C Cc!,tc,lL.C.-f B(l0i(~ 2~PA6~ ~..~~ ~~~-~~~ey l~~Ic~~~~.g~~~eryT ~co~.t LLB. November 8, 2007 Sardis, Flower & Lindsay Attn: John E. Slike 2109 Market Street Camp Hill PA 17011 RE: Estate of Russell C. Meck Mr. Slike: I am in receipt of a request for a valuation of the account of the above referenced decedent as of October 7_5, 2007; his date of death. Enclosed please fmd a summary listing the assets Janney Montgomery Scott held on behalf of Mr. Meck at that time. It should be noted that three of these securities, the Lord Abbett PA Tax Free; the Oppenheimer PA Tax Free, and the Van Kampen PA Value Municipal Trust, had been sold on October 23, 2007, prior to Mr. Meck's death; however, the trades did not settle until October 26, 2007. The values listed for these securities then are the actual proceeds Mr. Meck was entitled to receive on settlement date, less any commissions paid, if applicable. Under the accrued dividends column, I listed the amounts paid by these assets into Mr. Meck's account after his death. These amounts were forwarded automatically via check to the address of record on November 2, 2007. Shouid you have any questions regarding this information, piease contact Eugene Minarich at 731-4400. Sincerely, Kristy J. Lehman-Martson Registered Sales Assistant 20 Erford Road. Suite 315, Lemoyne, PA 17043-1109 717.751.4400 fax: 717.731.4411 ~+rnno-jmsonline.com Member New lorlc Stock Exchange, Inc. and other principal exchanges Member Securities Investor Protection Corporation ' ~ M ~ O O ~ C ~ ~ O M CO ~ r .a f~ r ~ •~ r r r r L V V ai ~~~~~ ~~~ N CD O O O ti ti O ti r O 00 ~ y M N M CO (D ~ O N ~ O M Ln (p r R M r I~ ~ ~ CO M ~f CO CO ~- N >, N r r ~ ~ C r r r ~ ~ ~ O ~ IC (~ 'O ~ a Q Q _ y ~ fR Efl fH b4 ER (~} C ~ o n ~ ~' ~ O y N ~ N O •~ ~ ~ ~ ' ~ o ~ N e O e N U p (fl r l! ) r o c n '° ~ o ^' p rC0(DOO ~ t{/ N d ~ ~ N M~ r O O ~ ~ `m ~ C , r ~- ~ ~ ~ ~ -- G ~ Ln a a ~ ~ W ~ U ? O l' J L i ~ ~ ~0 ~ ~ (~ ~ ~ L (6 0 ~ °i _ 3 _ L ~ ~ W N ~ V ~ Ef} EA Efl ER "D O ° ~ ~ ~ Lf~ ~f-- c ~ o ~ g a ~y L L Q ~ ca ~ ~ v o t ~ . (q fn ~~. cn > • rn ~ o `~ ~ j ca ~ ~' ~ ° ~ Y ~ ~ ~ U ~ ~UIL a i a i ~ o N Q o _ U~~ ~~, ~ o ~ o -+-+ ~ +~ ~ ~ E ~ o ~° ` -a ~ a~ a ~ ~ e h +~ ~ ~ ~ m~ o o y r y a ~ ~ °'o o W c Q °- ~ o U• U ~ U ~ ~ o ~ :ir C ~ ~ O U 'o ,o ~ ~ m ~ ~ {~ ; U U ~~ ° o " o c ~ ~ m ~ ~ Q " ` ~ 7 fa Q a ~ ~ (~ a .~ ~ !° ~ c ~ L ~a~ow. ~ ~ ~ a~. ~ ~m~Uo Lo s .~ g • ~ ~ ~ c ~- Q T Y o U cn ~ o~ ~ " ~ ms o s ~ ~ N ~ N ~ ° ~ m F J O>> L L ~~ o c o !° 4 ~ . c m m E c ~ v_, ti ~ ° `m o t o m M I~ ~ O w CO M N O ~ r 1~ N O Z M I` r N w rr r N w C ~ M ~ ~ ~ a 7 d Q MsT Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Law Offices Saidis Flower & Lindsay 2109 Market Street Camp Hill, Pennsylvania 17011 Re: Estate of.• Russell C Meck Social Security: 204-01-7760 Date of Death: October 25. 2007 Phone (888) 502-4349 Fax (302)934-2955 November 8, 2007 Dear Sir or Madam: Per your inquiry dated November 06, 2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Checking Account Account Number 59398485 Ownership (Names o~ Russell Check Opening Date 08/28/64 Balance on Date of Death $6, 698.06 Accrued Interest $ 0.26 Total ------------------------------- $6, 698.32 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the Hampden Office # 717-255-2293. Sincerely, .~r~ ~''L~~-- Nancy Clagett Records Management M'u M M~ s 34 WEST MAIN STREET MECHANICSBURG, PA 17055 APPRAISAL Phone: 717-766-9422 APPRAISAL Appraisal for: Estate of Russell C. Meck 10/31/2007 Man's 14 karat yellow gold mounting with a diamond in it. The diamond is a round brilliant cut stone of approxi- mately one carat of nice color and imperfection grade. Estate value: $500.00 This appraisal constitutes our carefully studied opinion of ^ the retail replacement cost through our facilities ~ the distress sales nature value of the article(s) described above insofar as the mounting(s) have permitted observation. We assume no liability with respect to any action that may be taken on the basis of this appraisal. c Appraiser CLASSIC FIREARMS, INC. ~, ~~ 2201 Market Street Olde Borough Hall Camp Hill, PA 17011 (717) 731-0991 l/ -- ~J_~_! 1__~~~/ ~ 1_,L~~~-t--- ~~ / !(/ ~ LOCATION _ - _ _ _ _ _ _ -- - .... -- - !".C~ d . ~5 ~A-~~- OF R v 5 5~L L C . ~f ~~ ~ 7~ -- 3 // ~ __ - - -- --_y~ - . ----- s~ ~ ~ _ - --- --- - _ _ ---- --- - - -- - r' ~~~ - - . I ~~ ; . . . zz ,ri -- -- __~___-.~--_ _____-__-_ .___{/J!_.L%4L1,~.L'!~.~'._!__-1_.~.__P~-----!__! -LL1I__-_ _-~~_. %K. Q_ _T _._I~l- -~-1' _~/ ____ ____ _____ ____ ~ __.~ ____, vF_ CoX_ _~~r~~i~ ~~t1__~" - ~~2.93_~l - _-_- -- ---- -_ _ - -- _ --- - - ~J~L~~ . 3Qc9--_I~/l~~l. C~G~ ~E~ V~~ Rid h 5 __ _ _ _ ,_ _ ~_~ 3.9.33 . _ -_ ~J_c~_SN~~C-zC__ _5 cp~1r___' S ~ -- - --- -- ----- --- - - - J . . . _ / ~iJ~~ ~ l~Fq X y~_ `~,cl ~ 7a~ - Ili 77I SIC FIREARMS, INC. 2201 Market Street Olc+e Borough Hall Camp Hill, PA 17011 (717) 731-0991 ~~(~- __ Appraisal 1 ,-- ~---- __ ; r -----~~4-L. U_-~ __ _ - _ _ ~_~~__~' .-.~- __- __ -- -- .: ~'l?.-~.~ c ~y~o ', ~`~~~ ~ '/u~e%L '~~ ~ ~ ~. r ~ ti ~ ~9--C /~ Q~{l`VV~ ~ ~~ r~~ `? /__:~~~ CiC eu~t ~,~ - ~~, _----- ~_ ~~ T v - ~~-~~ ~~~ ~-~~~ (~-e ~~ ~~ --~ r _ ~~ ~~~ . ~, ~~ ~ - - ~~.~ _ _ - - -__ ,, - ~' ~. - - -- _. j ~= ~2 -,.~ ~~ ~ ~ _" .1 INVENTORY ,~ ~, .. -, REGISTER OF WILLS OF CUMBERLAND COUNTY, PEYLVq~1A ;~-~ ~'' F--, r`~, COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-07-0996 -> ~~_.~ - ~ ~ ~"" } ~' - - -~`~ --- Daniel R. Meck 4~ ~ - Personal Representative(s) of the Estate of RUSS@II C. Meck G? deceased, depose(s) and say(s).that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate In the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ~ ~ /LJ tory are true and correct. I understand that false state- ments herein are made subject to the penalties of Daniel R. Meck 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Firm) (Address) (Telephone) John E. Slike Esq. Saidis, Flower & Lindsay 2109 Market Street, Camp Hill, PA 17011_ 717-737-3405 (Supreme Court I.D. No.) 06262 DATE OF DEATH LAST RESIDENCE 4545 Mt. Zion Drive DECEDENTS SOC. SEC. NO. 10/25/2007 Enola, PA 17025 204-01-7760 Personal Proaert FIGURES MUST BE TOTALED Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property .................................... Total Real Property ................................................ Total Personal and Real Property ......................... 16.89 206,970.02 175,000.00 381',970.02 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) 53,137.13 37,050.00 116,766.00 Form l?w-09 Rev. 1613-2006 \~ V INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-07-0996 DATE OF DEATH LAST RESIDENCE 4545 Mt. Zion Drive DECEDENTS SOC. SEC. NO. 10125/2007 Enola, PA 17025 204-01-7760 Cash HARP Health Care Options -Refund of automatic deduction from M & T checking account Cash Comcast Cable -Refund for overpayment Erie Insurance Group Refund for Auto Insurance Eureka Lodge F. & A.M. 302 -Refund of dues paid in advance. M & T Bank -Checking Account No. 59398485 Mid Penn Bank -Check from Janney Montgomery Scott, LLC 1AVAN KEMPEN PA VALUE MUN INCOME TR Sold prior to death. Mid Penn Bank -Check from Janney Montgomery Scott, LLC Lord Abbett Tax-Free $23,803.92 INCOME TR AS SER CL A OPPENHEIMER MULTI ST $4,132.76 PA MUNI FED CL A Sold prior to death Total Cash Personal Proaerty 1905 Sears Automobile -Based on sale price. 1967 Chrysler Automobile -Based on sale price 390.00 677.00 129.29 468.00 85.00 6,698.06 16,753.10 27,936.68 53,137.13 14,000.00 5,000.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 381,970.02 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS CouNTY of Cumberland } DATE OF DEATH LAST RESIDENCE 4545 Mt. Zion Drive 10I25I2007 Enola, PA 17025 1992 Cadillac Automobile - 30,000 miles Based on sale price 2002 Dodge Pickup -Based on sale price File Number 21-07-0996 DECEDENTS SOC. SEC. NO. 204-01-7760 5,000.00 Diamond Ring -Man's 14 karat yellow gold mounting with approximately one karat diamond. Based on Appraisal by Mumma's Jewelry Store Gun collection -Appraised value Personal Property -Furniture, Appliances, Toois, Snowblower, Lawn Tractor, etc. Total Personal Property Stock /Listed 2,600.0000 shares Verizon Communications Real Estate Total Stock /Listed Residence at 4545 Mt. Zion Drive, Enola, Pennsylvania -Cumberland County Tax Parcel #10-14-0839-023A Total Real Estate All Other Proaerty Free Credit Balance Total All Other Property 6,000.00 500.00 2,050.00 4,500.00 37,050.00 116,766.00 116,766.00 175,000.00 175,000.00 16.89 16.89 -2- LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET JOHN E. SLIKE CAMP HILL, PENNSYLVANIA 17011 ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 JAMES D. FLOWER, JR EMAIL: attorney@sfl-law.com CAROL J. LINDSAY www.sfl-law.com JOHN B. LAMPI MICHAEL L. SOLOMON GEORGE F. DOUGLAS, III DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS SUZANNE C. HIXENBAUGH June 24, 2008 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Russell C. Meck-File No. 21-07-0996 Dear Ms. Strasbaugh: CARLISLE OFFICE: 26 WEST' HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Enclosed are two original copies of the inheritance tax return and an original copy of the inventory to be filed in your office. Also included are copies of the documents to be time- stamped and returned to me in the enclosed self-addressed stamped envelope. A check payable to Register of Wills, Agent in the amount of $416.09 is included with the inheritance tax return to pay the additional inheritance taxes due and a check payable to the Register of Wills in the amount of $30.00 is enclosed to cover the filing fees. If you have any questions or comments or require additional documentation, please call. Very truly yours, SAIDIS, FLOWER & LIN~SAY ~ ~1 ;~p ~~ ~~ c.- ~ Jc~a'Ann Seker ~- • 'r' ~. ~`' ~; Paralegal for ~ ~ c-- ~ ~, John E. Slike ' `= a~ ="" `' ~ ~r :: J s ~' Enclosures ~~ ri ,_ :;f eta ~ ra "- __ d3 i Zl.I_o~; _%I d 'ir =~~J•{ ~~i,,1 to O A ~ O Z ~ r r ra r, ~ ~ ¢ ~ ~~ ~~ a a ~x ~ ~~r 3 w¢ °~ UU o~ -a -° ,~ Q ~~~~ A a~ a~ o aS U ~ ~~ ~ ' v, EEa~ ~ ~ ~ c ca UUOU O. H Z O Z 0 W W F- ~ Q ~ W W ~ Q ~ W O ~ W