HomeMy WebLinkAbout07-25-0815056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN '
Po aox 2aosol 21 08 0317
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Soc:ial Security Number Date of Death Date of Birth
17 5-14-8234 03/02/2008 06/12/1922
Decedent's Last Name Suffix Decedent's First Name MI
,_
Meyers Jane S
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Meyers Jacques D
Spouse's Social Security Number
185-16-3604 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
c~~ 1. Original Return O:~ 2. Supplemental Return C~ 3. Remainder Return (date of death
prior to 12-13-82)
"2 4. Limited Estate O 4a. Future Interest Compromise (date of tW_ j 5. Federal Estate Tax Return Required
death after 12-12-82)
,.~; 6. Decedent Died Testate C~ 7. Decedent Maintained a Living Trust _ ___ 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 ~_:_1 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
James D. Campbell, Jr. (717) 232-7661
Firrn Name (If Applicable) --- --- -
__ _ _ REGISTER OF WILLS USE ONLY
Caldwell & Kearns
.. ay,
,...~
First line of address _ C; ~ c`.,,
3631 North Front Street ~~' c_J
,~ __.
Second line of address ' >'' t'-- -'
,-~ ~ '
- ~ ~~ Cs7
.--~ . _~-
City or Post Office State ZIP Code ~~~'~~~ ~ `- ~i
_~: ~
Harrisburg PA 17110 -~ ; _~ ~,~ °~~j
v ..
Cn ,
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, rrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN U E OF PERSON RESPO IB E FO FILING RETUR (DATE
/ 2 y~d~f
ADDR S /( j ,t,~
I ~It.~t /t'(u,_..~~., Vr5{~t ~ir/c / r~c.~G,...rcr~i~.~ ~~ ~~C S~O
SIGNATURE OF PR ARER OTHER THAN REPRESENTATIVE DATE
_ ~ ~i ~ -7 / 2'{ f o
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
1
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: ~8r1@ S Meyers 175-14-8234
RECAPITULATION
1. Real estate (Schedule A) ........................................... .. 1.
2. Stocks and Bonds (Schedule B) ..................................... .. 2. 544,535.21
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. 0.00
6. Jointly Owned Property (Schedule F) t~ Separate Billing Requested ..... .. 6. 0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) _`~ Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 544,535.21
9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 16,813.42
'10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10.
11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 16,813.42
'12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 527,721.79 '
13. Charitable and Governmental 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. 527,721.79
7AX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
'15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
'16. Amount of Line 14 taxable
at lineal rate X .0 45 527,721.79: 16. 23,747.48
'17. Amount of Line 14 taxable
at sibling rate X .12 17.
'18. Amount of Line 14 taxable ---- -- --- - --.__ ____ _
at collateral rate X .15 18.
'19. TAX DUE ....................................................... ..19. 23,747.4$ '
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ;~;
15056052059 Side 2
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 j 08 ,10317
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
_ Jane S Meyers 175-14-8234
_
STREET ADDRESS
12 Blue Mountain Vista Drive
CITY
Mechanicsburg STATE
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 23,747.48
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments 22,800.00
C. Discount 1,200.00
Total Credits (A + g + C) (2) 24,00.00
3. InterestlF'enalty if applicable
D. Interest
E. Penalty
Total InterestlPenalty (D + 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) 252.52
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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 :.................................................................................. ........ ^ ^x
b. retain the right to designate who shall use the property transferred or its income : .................................... ........ ^
c. retain a reversionary interest; or .................................................................................................................. ........ ^
d. receive the promise for life of either payments, benefits or care? .............................................................. ........ ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...................................................................................................... ........ ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...... ........ ^ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................................................................ ........ ^ ^x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §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 (O) percent
[72 P.S. §9116 (a) (1.1) (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 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 irnposed 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-1503 EX+ (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jane S~. Meyers 21-08-0317
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ 2400 Alcoa
90,810.00
:? 2996 AT&T '~ 105,182.07
3 3942 Dow Chemical 149,273.69
4 1296 DuPont
60,821.28
'.i 2400 General Electric 80,832.00
6 954 General Motors 22,614.57
7 960 Velizon
35,001.60
8 24103.921 Columbia Funds 194,036.56
9 1383 Nuveen Pa Prem Fund 16,564.19
Subtract Columbia and Nuveen - left to surviving spouse under will I -210,600.75
*(Valuation lists 720 sh. AT&T but Decedent's records indicate a total of 2996 shares.)
TOTAL (Also enter on line 2, Recapitulation) I $ 544,535.21
(If more space is needed, insert additional sheets of the same size)
Estate Valuation
Date of Death:
valuation Date:
Processing Date:
Shares
or Par 03/02/2008
03/02/2008
06/30/2008
Security
Description High/Ask
ile
Low/Bid Estate of: Jane S. Meyers
Account: 5266-5706
Report Type: Date of Death
Number of Securities: 9
ID: Jane S. Meyers DOD 030208
Mean &/or Div & Int Security
Adj'ments Accruals Value
1) 2400 ALCOA INC (013817101; A A)
COM
New York Stock Exchange
02/29/2008 38.82000 36.94000 H/L
03/03/2008 38.46000 37.13000 H/L
37.837500 90,810.00
2) 720 AT&T INC (002068102; T)
COM
New York Stock Exchange
02/29/2008 35.68000 34.83000 H/L
03/03/2008 35.31000 34.61000 H/L
35.107500 25,277.40
3) 3942 DOW CHEM CO (260543103; DOW)
COM
New York Stock Exchange
02/29!2008 38.55000 37.50000 H/L
03/03/2008 37.94000 37.48000 H/L
37.867500 149,273.69
4) 1296 DU PONT E I DE NEMOURS & CO (263 534109; DD)
COM
New York Stock Exchange
02/29/2008 47.10000 46.15000 H/L
03/03/2008 46.77000 46.06000 H/L
46.520000 60,289.92
0.41 E 02/13 R 02/15 P 03/14/08 531.36
_`ij 24G0 GEiQERAL ELECTRIC CG (36 9604103; GE)
COM
New York Stock Exchange
02/29/2008 33.75000 33.09000 H/L
03/03/2008 33.50000 33.14000 H/L
33.370000 80,088.00
0.31 E 02/21 R 02J25 P 04/25/08 744.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
Date of Death: 03!02/2008 Estate of: Jane S. Meyers
Valuation Date: 03/02/2008 Account: 5266-5706
Processing Date: 06/30/2008 Report Type: Date of Death
Number of Securities: 9
File ID: Jane S. Meyers DOD 030208
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
6) 954 GENERAL MTRS CORP (370442105; GM)
COM
New York Stock Exchange
02/29/2008 24.27000 23.19000 H/L
03/03/2008 23.67000 22.69000 H/L
23.455000
0.25 E 02/13 R 02115 P 03/10/08
7) 960 VERIZON COMMUNICATIONS INC (92343V104; VZ)
COM
New York Stock Exchange
02/29/2008 37.13000 36.21000 H/L
03/03/2008 36.59000 35.91000 H/L
36.460000
8) 24103.921 COLUMBIA FDS SER TR I (19764J500; COLFX)
LIBRTY FD CL A
Mutual Fund (as quoted by NASDAQ)
02/29/2008 8.05000 Mkt
8.050000
238.50
22,376.07
35,001.60
194,036.56
9) 1383 NUVEEN PA PREM INCOME MUN FD 2 (67061F101; NPY)
COM
New York Stock Exchange
02/29/2008 11.95000 11.78000 H/L
03/03/2008 12.10000 11.88000 H/L
11.927500 16,495.73
0.0495 E 02/13 R 02/15 P 03/03/08 68.46
Total V"aiue:
Total Accrual:
Total: $675,231.29
Page 2
$673,048.97
$1,582.32
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
REV-15013 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Jane S. Meyers 21-08-0317
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.
(If more space is needed, insert additional sheets of the same size)
Ma r. 31. 2008 1.51PM PNC BANK 412-705-2747 No. 1862 P, 1/2
#~ PNCBAIV~
The 7hinking Behind The Money
March 31, 2008
Caldwell 8i Kearns
Attorneys at I.aw
James Campbell Jr
3631 N Front St
Harrisburg, PA 17110
RE: Jane S Meyers (Deceased)
SSN: 175-14-8234
DOD: 03-02-2008
Dear Mr. Campbell:
In response to your request for Date of Death balances for the customer noted above, ous
records show the following:
Certificate of Deposit
Account # 3 1 5003 1 72 1 2 Established 07-10-2006
JACQUES D MEYERS
7ANE S METERS
DOD balance: $92,335.20 + 0.00 accrued interest
Account# 31600282599
JANE S MEYERS
DOD balance: $64,082.36 + 25.54 accrued interest
Account # 31600315925
JANE S NIE'YERS
bOD balance: $76,962.b7 + 0.00 accrued interest
Checl~ng Accauz~t
Accou~at # 5140042977
JANE S MEYERS
DOD balance: $34,872.69 + 10,43 accrued interest
Account # 5140042993
JACQUES D MEYERS
JANE S MEYERS
DOD balance: $19,514.44 + 4.74 accrued interest
Established 01-26-2006
Established 07-10-2006
Established 09-01-1974
Established 01-01-1978
Page 1 of 2
Mai~,31. 2008 1:51PM PNC BANK 412-705-2747
Account # 5140163496
JANE S MEYERS
JACQUES h 1viEXERS
DOD balance: $10,888.30 noxa interest bearing
No.18b2 P, 2/2
Established 04-01-1981
Please .note tk~at this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-$ANK (1-888-762-2265) or stop by your Iona] PNC Bank branch
office.
Sincerely,
Colleen Crowder
1-800-762-1775
P7-PFSC-04-F
S00 First Ave
Pittsburgh, PA 15219
~~
Member FDIC
Page 2 of 2
Sovereign Bank
Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
April 2, 2008
James D Campbell Jr
Caldwell & Kearns
3631 North Front Street
Harrisburg, PA 17110-1533
RE: Estate of Jane S Meyers
Date of Death: 03/02/2008
Dear James D Campbeii Jr:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
~~.
Donna Pen a
Lead Specialist
617-533-1789
Sovereign Bank
ESTATE OF Jane S Meyers
SOCIAL SECURITY #: 175-14-8234
DATE OF DEATH: March 2, 2008
Account #: 1051081661 Type Checking Open date: 6/2/2003
In the name of: Jacques D Meyers or Jane S Meyers
Date of Death Balance: $7,217.74
Int.(YTD) from 1 /1 /2008 to 2/15/2008 $24.49
Accrued interest to date of death: $3.97
Other Info:
Account #: 2475170748 Type: CD Open date: 1/11/2008
In the name of: Jacques D Meyers or Jane S Meyers
Date of Death Balance: $40,249.77
Int.(YTD) from 1/11/2008 to 2/29/2008 $249.77
Accrued interest to date of death: $15.37
Other Info:
Account #: 2475170755
In the name of: Jane S Meyers
Type: _ _ CD Open date: 1111 /2008
Date of Death Balance: $50,312.22
Int.(YTD) from 1/11/2008 to 2/29/2008 $312.22
Accrued interest to date of death: $19.21
Other Info: Closed 3/24/08
Page 1 of 1
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Jane S. Meyers 21-08-0317
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Jacques D. Meyers
12 Blue Mountain Vista Drive
Mechanicsburg, PA 17050
surviving spouse
B.
C.
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
1=0R JOINT
TENANT DATE
MADE
JOINT DESCRIPTION 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 % OF
DECD'S
INTEREST DATE Or DEATH
VALUE OF
DECEDENT'S INTEREST
~ A. PNC CD 31500317212
92,355.20
2 A PNC Checking
19,519.18
3 A Sovereign Bank Checking 1051081661 7,221.71
4 A Sovereign Bank CD 2475170748 40,265.14
5 A - PNC Checking 5140163496 10,888.30
All property jointly owned with surviving spouse -170,249.53
TOTAL (Also enter on line 6, Recapitulation) I S 0.00
(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
Jane S. Meyers 21-08-0317
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t Musselman Funeral Home
3,521.82
z Rolling Green Cemetery 1, 316.00
s Church Memorial 1,000.00
4 Church Service 500.00
s Funeral Luncheon (Presbyterian Women) 500.00
s Royer's Flowers 129.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) W81Ved
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City .State Zip
Year(s) Commission Paid:
2. AitorneyFees Caldwell &:_.Kearns 4,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
claimant Jacques D. Meyers
street Address 12 Blue Mountain Vista Drive
city Mechanicsburg state PA .z;p 17050
Relationship of Claimant to Decedent surviving spouse
4. Probate Fees 710.00
5. Accountant's Fees
6. Tax Return Preparer's Fees (Reserve for) 500.00
~. Additional short certificates 20.00
s Legal Notice Cumberland Law Journal 166.60
s Legal Notice Carlisle Sentinel 75.00
1 o Janney Montgomery Scott Stock transfers and services 875.00
TOTAL (Also enter on line 9, Recapitulation) $ 16,813.42
(If more space is needed, insert additional sheets of the same size)
REV-1513 E:X+ (9-00)
SCHEDULE J
COMMONWEALTH OE PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
~ Jacques D. Meyers, Jr. son 50% of Decedent's
231 Texaco Rd, Mechanicsburg, PA 17055 Common Stocks
2 Robert W. Meyers son 50% of Decedent's
32 Andersontown Rd, Mechanicsburg, PA 17055 Common Stocks
All other property either owned jointly with surviving spouse or passed to
surviving spouse under Will
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18, AS APPROPRIATE, ON RE V-1500 COVER SHEET
11 NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
Last Will and Testament
OF
JANE S. MEYERS
I, JANE S. MEYERS, of Cumberland County, Pennsylvania, do make, publish
and declare this to be my Last Will and Testament, hereby revolting all Wills and Codicils by
me at any time made.
ITEM I; I direct that all my just debts and funeral
expenses be paid as soon after my decease as may be practicable.
ITEM II: I give, devise and bequeath all common
stocks which I may own at the time of my death unto my sons, 3ACQUES D. MEYERS, JR.
and ROBERT W. MEYERS, in equal portions, share and share alike.
ITEM III: All the rest, residue and remainder of my
property and estate, both real and personal, of whatsoever kind and wheresoever situated,
vahich I may own at the time of my death, I give, devise and bequeath unto my husband,
JACQUES D. MEYERS, if he survives me by thirty (30) days.
ITEM IV: In the event my husband shall not survive me
by thirty (30) days, I then give, devise and bequeath the real estate located 1244 Church Road,
Mechanicsburg, Pennsylvania to NICHOLAS D. MEYERS, VICTORIA MEYERS, TRENT
D. MEYERS, ROZALYAN MEYERS, and DRAKE MEYERS, in six equal undivided
shares, as joint tenants with right of survivorship.
ITEM VI: In the event that my husband shall not
survive ine by thirty (34) days, I then give, devise and bequeath all the rest, residue and
remainder of my property and estate unto my sons, JACQUES D. MEYERS, JR. and
Page 1
ROBERT W. MEYERS, in equal portions, share and share alike, subject to the following
additional provisions:
A. l request and direct that the four United States Post
Offices which 1 own shall be treated by my sons as a single unit and not
be further divided between them. An account in their names should be
established for direct deposit of rents from the U.S. Postal Service. All
correspondence, lease information, etc. from the U.S. Postal Service,
Greensboro, N.C, Eastern Facilities Service Office, Box 27497
Greensboro, N.C. 27498-1103 (phone number 336-665-2800, fax
number 338-665-2865) shall be sent to my son, Robert W. Meyers, 32
Andersontown Road, Mechanicsburg, PA 17055;
B. Ownership of the farm property of approximately one
hundred (100) acres, with an address of 237 Texaco Road,
Mechanicsburg, PA, shall be subject to the following rights of the
current tenants, LLOYD and TERESA GOODYEAR and their four
children. The Goodyear family shall have the right to continue to
occupy approximately one (1) acre of the farm including the farm
house, summer kitchen, garage, corn crib, and other out buildings
except the barn for a period of twenty (20) years from the date of my
death at the rent of Four Hundred Fifty Dollars ($450.00) per month
plus all utilities including the night light on the barn. All expenses of
maintaining the house and the out buildings shall be borne by the
Goodyears. All insurance on the house, barn and out buildings shall be
paid by my heirs, except that contents insurance for the house shall be
the z'esponsibilit}~ of the Goodyears. Any major repairs to the house
shall be paid by my heirs. The Goodyears shall also have the right of
access to the farm house over the access road from Texaco Road and/or
Konhaus Road, Ai the expiration of twenty (20) years from the date of
my death, provided that the Goodyears have continuously occupied
i
Page 2 t ~~
said premises and paid rent and done maintenance as aforesaid, they, or
such of them as may continue to be in occupancy on that date, shall
have the right to purchase this one (1) acre approximate tract, and the
improvements described above, at such price as may be determined by
a qualified real estate appraiser satisfactory to the Goodyears and my
heirs, and upon such other terms as shall be reasonable and customary
for the purchase of real estate in Cumberland County, Peimsylvania at
that time. The rights granted herein are personal to the Goodyear
family as identified herein and may not be transferred to any other
person or entity.
ITEM VII: I hereby nominate, constitute and appoint my
husband, JACQUES D. MEYERS, to be the Executor of my estate. In the event that my
husband shall not survive me, or shall otherwise fail to qualify as Executor, I then nominate,
constitute and appoint my sons, JACQUES D. MEYERS, JR. and ROBERT W. MEYERS
and my attorney, JAMES D. CAMPBELL, JR., to serve as co-Executors in his place and
stead. I direct that my attorney's compensation as Executor shall be limited to that which
would otherwise be payable for services as attorney.
IN WITNESS WHEREOF, I, JANE S. MEYERS, the Testatrix, have to this
my Last Will and Testament, written on one side only of tlu•ee (3) sheets of paper, set my
hand and seal this 7 ~' day of ~f~~`-S-~'~~ , 2007.
-~ ~~
~~~',''~ y (SEAL)
J~ S. MEYERS
Page 3
Signed, sealed, published and declared as and for the Last Will and Testament of the
Testatrix, in our presence, who in her presence, and in the presence of each othex, and at her
request, have hereunto set our hands and seals as subscribing witnesses.
~ ~~~ residing at 2 2 ~,_ W ~ /(~ w ~ ~- c'~ (-t.i~ ~'jj i 7 L ~t
residing at ?~-F(Z G t,~p~', `l ~.o a.c~l ~ ~~~~~~ l7tIZ
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF ~ ~ ~ PH I ~
The Testatrix and the witnesses whose names are subscribed to the foregoing
instrument, being first duly sworn and qualified according to law, do hereby acknowledge and
declare to the undersigned authority that the Testatrix signed and executed the instrument as
her last Will in the presence of the witnesses, that she signed willingly or willingly directed
another to sign for her, that she executed it as her free and voluntary act for the purposes
therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at that
time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
~~• .c' -
Testat '
n
W itnes
Witness
Sworn to, subscribed and acknowledged before me by the above named Testatrix and
witnesses this "`7 ~'' day of _ /~-u ~ u st , 2007.
''n ~a SEAL)
Notary Public
]20016
Page 4
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Mellsa M. Lucas, Notary Pubiic
Susquehanna Twp., Dauphin County
My Commission Expires Oct. 13, 2007
Member, Pennsylvania Association Of Notaries
JAMES R. CLIPPINGER
CHARLES J. DEHART, III
JAMES L. GOLDSMITH
P. DANIEL ALT LAND
JEFFREY T. McGUIRE•
STANLEY J. A. LASKOWSKI
DOUGLAS K. MARSICO
BRET'r M. WOODE3URN
DAVID J. LANZA
ELIZABETH H. FEATHER
KAREN W. MILLER
•BOARI7 i:ER TIFIED CIVIL TRIAL ADVOCATE
CALDWELL &KEARNS
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
3631 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 1 7110-1 5 3 3
July 24, 2008
Glenda F. Strausbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-338
Re: Estate of Jane S. Meyers
Will No. 2008-00317 PA No. 21-0$-0317
Dear Ms. Strausbaugh:
OF COUNSEL
RICHARD L. KEARNS
CARL G. WASS
JAMES D. CAMPBELL. JR.
THOMAS D. CALDWELL, JR.
119 28-20011
717-232-7661
FAX: 717-232-2766
thefirm~caldwellkearns. com
Please find enclosed for filing the original and one of the Inheritance Tax Return in the
above estate.
Sincerely,
' ~'' /
J es D. Campbell, Jr.
CALDWELL &KEARNS
JDC:mI
Enclosure
cc: Jacques D. Meyers
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