HomeMy WebLinkAbout03-0493 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Pc~-v,C,~c 5. m~/evg No.
also ~no~n as To:
Register of Wills for the
Deceased. County of CcL~e~d in the
Social Security No. J $ ~ · 2~'. O ~ ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age 0r older an the execut named
in the last will of the abo~e decedent, dated
and codicil(s) dated , Da~t ~e~s
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (. u~_~bt, I~ County, Pennsylvania, with
h ~c last family or principal residence at
(list street, number and muncipality)
Decendent, then ~ years of age, died ~-/ I~ , ~ 2o0~ ,
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
. incompetent: .. ~)os~it)J~ ~'~ ~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania . $ goo .
situated as follows: 3~ L~vansv, l/.~
WHEREFORE, petitione~(s) respectfully request(s),the probate of the last will and codicil(s)
pre~ented herewith and the grant of letters o~
theron. (testamentary; administration c.t.a.; administration d.b.n.¢.t.a.)
~V ~c~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland ? ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the k~lowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed, and subscribed )(~ ,.~ ._..~ ~__~.~.-~
before me. this ~r-r.A day of ~
/ Z- / ~l'~- 9 ' %. LIAi,~ J~j~' Register
Joel O. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters PA 17319
717 938-3396
Facsimile 717 938-9613
December 9, 2004
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle PA 17013
RE: Estate ofPatricia G. Meyers
To Whom It May Concern:
Enclosed are two copies of the Supplemental Inheritance Tax Return, as well as a check
of $1,112.22 made payable to Register of Wills, Agent, representing inheritance tax and a check
made payable to the Register of Wills in the amount of $15.00 representing the filing fee.
Thank you very much for your assistance in this matter.
Very truly yours,
~~t
JOS:lm
PC: Tracey Meyers
COMMONWEALTH OF
PENNSYLVANIA FILE NUMBER
DEPARTMENT OF REVENUE
DEPT. 280601
.^RR,SBURC..A,7128~601 INHERITANCE TAX RETURN 24 :03 0493
RESIDENT DECEDENT Coun~ Code Year Number
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) :SOCIAL SECURITY NUMBER
Z Meyers, Patficia G. 168-2~429
C3 DATE OF DEATH (MM-DO-YEAR) IDATE OF BIRTH (MM-DO-YEAR) THIS RETURN MUST SE FILED IN DUPLICATE WITH
I
(--) 05-17-2003 110-~8-1934
LU ~ REGISTER OF WILLS
C'~ IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
,e 1. Odginal Return ~2. Supplemental Return N 3. Rema,nder Return (dar. o, d,sth ~r~or to '~:'-
O[m Decedent Died Testate (Attach copy of Will) N 7. Decedent Maintained a Living Trust (AUa~h, ~opy of Trust) 8. Total Number of Safe Deposit Boxes
< Received 10. Credit ~ 11. Election to tax under Sec. 9113(A)
THIS SECTION MUST BE COMPLE~D: A~: CORRESPONDENCE:AND CONFIDENCE TAX INFO~ATION SHOULD BE DIRECTED TO
~ NAME IC0aPLETE MAIL!NGADDRESS
~ Meyers, Tracey ;Ic/O Joe!O S~st, Esquire :
coc~-° FIRM NAME (If Applicable) 1568 O d york Road ;
(_.3 TELEPHONE NUMBER
717938.3396 ; : !~ :
1. Real Estate (Schedule A) (1) $3,472.62 { -: - OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) $0.001 , '
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00 ~
Z 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 ~
O
-
~ 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $24,177.80 i :
.._1 ~. Jointly Owned Propert~ (Schedule F) (6) $0.00 [
I"- I I Separate Billing Requested ;:
E_ ;
~ 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) $0.00 [ .........................................................
O (Schedule G or L)
r~' 8. Total Gross Assets (total Lines 1-7) (8) $27,650.51
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $2,897.50
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $829.26
1. Total Deductions (total Lines 9 & 10) (11) ~;],72676
2. Net Value of Estate (Line 8 minus Line 11 ) (12) $23,923.75
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) $0 O0
made (Schedule ,J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $23,923.75
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) .. _ x (15) $0.00
O
t- 16. Amount of line 14 taxable at lineal rate $23,923.75 x ,O45 (16) $1,076.57
( ~ 17. Amount of line 14 taxable at sibling rate x .12 (17) $0.00
~ 18. Amount of line 14 taxable at collateral rate x .15 (18) $0.00
0
(J 19. Tax Due (19) $1,076.57
20. ~
D,ecederit's Complete Address:
.~ADDRESS 2114 Wentworth DriVe
ICI'FY ISTATE IZIP
Tax Payments and Credits:
1. Tax Due (Page I Line 19) (1) $1,076.57
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount : :
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest $35~65
E. Penalty
Total Interest/Penalty (D + E) (3) $35.65
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $1,112.22
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $1,112.22
Make Check Payable to: REGISTER OF WILLS, AGENT
i
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;
b. retain the dght to designate who shall use the property transferred or its income;
c. retain a revisionary 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 on 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
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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.
AD~~~'~''~S ,G.NATU RE~S~,PON S~IBL E FORDeclaration of preparer o[[;l~han the personal representative is based on all the information of which preparer has any knowlodge..~, '~-- . , FILING j~RETU. RN ~ . / ,- DATE
For dates of death On or after July 1, 1994 and before january 1, 1095, the tax rate imposed on the net value of transferS to or for the use of the surviving
spouse is 3% [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 0% [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 0% [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 4.5%, 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 12% [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.
PATR!CI_i G. MEYERS
I, PATR!CL~_ G. MEYERS, Married, residing at Somerset, Somerset
County, Pennsylvania, do hereby make this as and for My Last Will and
Testament, hereby revoking any and all Wills by me heretofore made.
FIRST: ! direct my Execut~r_.hereinafter named to pay ail my
debts, obligations and funeral expenses, and I authorize him to provide a
suitable tombstone or other marker for my grave at the expense of my Estate
as soon after my death as may be convenient.
SBCO1TD: Ail the rest, residue and remainder of my Estate, of
whatsoever nature and wheresoever situated, I give, devise and bequeath to
my he!oved husband, DANIEL ~tTfERS, his heir~ and assignS.
THIRD: If my said husband should predecease me or if he
should not survive for a.period of nunety days after my death, I then give,
devise and bequeath the entire residue of my Estate to my three children,
TR_&CE-f_ ~E~fERS, MICAH !~fERS and TALBEN
FOUP~TH: in the event any of my children .should be minors, I
then appoint SO!fEttSET TRUST CO_~IPA~-f, as Guardian of the Bstates of such minor
children during minority.
The Guardian is hereby granted ~he following powers
in addition to those conferred upon it by law:
(a) To retain any property, bo~h real and personal
ia kind;
(b) To sell such property to such persons or firms
and upon such conditions as it may deem expedient
and practicable;
(c) To invest in such stocks, bonds or other investments
as it may deem advisable, without l~m~ting such
investments to those in =hich Fiduciaries are
required by law to invest;
(d) To disburse to or for the benefit of the minor
ward or wards so much of the income from and the
principal of the minor's share as it in its sole
discretion, dee_ms necessary or appropriate for his
or her comfort, shelter, support, maintenance, and
education; and to provide adequately for him or
her in the event of illness or any other emergency
or misforttme.
FIFTH: I appoint my husband, DANIEL MEYERS, Executor of this
My Last Wilt and T~S~a~t~ !f.J~a.shoSld..Rredecaas_e. me .or if ~he is unable or
unwilling to act as Executor, i then appoint ~~=~ ~c~ ...... ~-~n~ as ExecutMr/'w
IN WITNESS ~EREOF , I have set my hand and seal to this My Last
WElt and Testament this .
Signed, sealed, published and declared by PARTI~IA G. MEYERS, the
above named Testatrix, as and for her last Will and Testament, in the presence
of us, who at her request, in her presence and in the presence of each other,
all being present at the same time, have hereunto 'SUbScribed our names as
witnesses. .
/
REV-1502EX = (1-9,7)(I)
SCHEDULE A
OOMMONW 'T, O..E..SV'VAN'^ REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
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 pdce 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
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
I 1/2 interest in 432 Harris Street, City of Harrisburg, PA $3,472.62
Decedent and her daughter, Tracey E. Meyers were the joint owners of the aforementioned tract of real estate.
They held title as tenants in common. The assessed value of the real estate is $45,000.00. When multiplied
by the Common Level Ratio Factor of 1.07, this results in a fair market value of $48,150.00. The reel estate
was subject to a mortgage to PSECU in the amount of $41,204.77. VVhen this sum is subtracted from the fair
market value of $48,150.00, it results in $6,945.23. One half of ~his sum, or $3,472.62 is attributable to the
decedent_
TOTAL (Also enter on line 1, Recapitulation) $3,472.62
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (1-97X1)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RES,DENT DECEDENT PERSONAL PROPERTY
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
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. JSTC Employee FCU Savings Account $24,177.89
TOTAL (Also enter on line 5, Recapitulation) $24,177.89
(If more space is needed, insert additional sheets of the same size)
REV-1511 E~( + (1-97X1)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN FUNERAL EXPENSES &
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS: $1,382.50
1. Personal Representative's Commissions
Name of Personal Representative (s) Tracey Meyers
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 432 Harris Street
City Harrisburg State PA Zip 17102
Year(s) Commission Paid:
2. Attomey Fees $1,500.00
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
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Register of Wills - File Return $15.00
TOTAL (Also enter on line 9, Recapitulation) $2,897.50
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + ( 1-,o.7X 1 )
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RES,~E.~ DECEDENT MORTGAGE LIABILITIES~ & LIENS
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. BankOne $829.26
TOTAL (Also enter on line 10, Recapitulation) $829.26
(If more space is needed, insert additional sheets of the same size)
/
/' SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RE'TURN
/ RESIDENT DECEDENT
FILE NUMBER 21-03-0493
-ESTATE OF Meyers, Patricia G.
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
I transfers under Sec. 9116 (a) (1.2)]
1 Tracey E. Meyers daughter one third
432 Harris Street, Harrisburg PA 17102
2. Micah Meyers son one third
5155 South Hampton, Springfield VA 22151
3. Talben Meyers son one third
699 West 23r~ Avenue, Apache Junction AZ 85220
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-"i500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00
(If more space is needed, insert additional sheets of the same size)
OCT-.D?-~O~4 09:~5 SHA~]N-ANSTINE ?17 ~1 II1D P.10/ll
.~v ,~ ~x f~-~)
.. ~ ~ j-~ ~ -
BUREAU ~ ~D~I~ T~E5 '
- P ' ' ' m 3 a tax exempt;eh ~ c~imeg, ~ mu~-,,~-, - ............ -~- ; t Y
i~ ~thout consideration or ~ g~ ( ) ................
base~ on: (1) lamily relat~ ~ ir) v~. ,~ '
A CORRESPONDENT - All inquiries may be directed to ~e following pemon:
Zip
Tracey E. Meyers s~
Ha~isburg Pennsylvania
43Z Ha.is St,ee~
8 TRANSFER DATA
-Gr~s~L~,~,) ~T~ey E. Meyem
Estate of Panicle G. Meyem
s,,-~ ~,,,,
432 Harris Street
~,y s~ 17102 - ~ Penn~lvanm 17102
Harrisbur~ pen~vania
C PROPER~ LOCATIOH
432 Ha~ ~;s Street
-c~.~
D VALUATION DATA ~,~
4 C~Y ~s~ V~
4s,~o.oo J X ~.0~ [= 48,150.00
E EXEMPTION DATA
2. C~ck Appropriate ~x 8el~ for Exemption Clai¢ (Cum~r~ Coun~
~ W~ ~ i~ers~te su~SS~n Patdcia G. Me, em
~ Transfer ~ Indus~ial ~ent Age~y.
~ Transferfmmmodgag~loaho~rof~m~g.gelndefa~' M~e~0kNum~r ' --~'~-~
~ CoffeQi~ ~ co~tmato~ deed. {At.ch
~ O~r {meese a~bin ~ion da~e0,
' U~r ~nalties o ha~ exami~d this S~tement, I~l~ing accDm~nyi~g informat~n,~
Exhibit for Schedule E
to .~ro~ ~...o~ oR .*~ ~a~lEs ~TATEMENT OF ACCOUNT
·
~BOUT LOAN~ M~D W~TH ~N w
O~TC ENP. FED. CREDZT UNION 44870tBP
211 COLLEGE PARK PLAZA
leO-OlB
0~-0t-03 B-31-05
PATRZCIA G MEYERS ~ ~88-28-042~
2t14 ~ENT~0RTH OR
~ I,..111,,,111 ...... II..lll,.,IJ,.I,l.l,II ...... !1,1.11.1.,I
~ ~R~I. I S BAL~ ~ .......
.............. NO TRANSACTIONS TH! i ....
: ~ ..................................... t'' PRE~I~US BALANC~ 18871~g:
t I O7a CHECKING ACCOUNT TB~O-
~CHECK
ebbed3 NUMBER 3~; (TR~CE
OB~B~3 ATN VD 77104 00t72t ,
OB/O3 MAC ATM :
t I ~IgB LO~T~ER ROAO CAMP HZ~L PA PA : 20~S-
wu USTC EFCU i ,
, oa/ol pos eUaC~
{ ~ 9J'S ~HDLESALE C~MP HILL PA PA i , Ba~12- 1B470~2
i i DB/O3 PeS puRc~ ~ '
,~ WE~$ ~A~KE'T$ ~ CAMP H~LL PA PA ~ a3DO- 193~3~2
OB~B~;)3 CHECK NUMBER 3~32 (TRACE 120&44?B)i
OareD3 cHECK NU~B£R 393D (TRACE 11138;82) 721DO-
34
oB?e3,~os vo ustc EFCU
; i O8/O~ POS pURCH t
Bj~S WHOLESALE Camp Hill PA PA .
CHECK NUMBER 3833 (TRACE t2~6S8~4)~ ~G~O-
OSO7~3 CHE~ NUMBER 3829 (TRACE
~, O30BO~ pAYROLL les2a042n ~ 8oo~o-
onbab3 CHECK NUHBER 3827 (TRACE t300ff433 10~14- 18534.4g~
OB~12~3 CHE~ NUMBER 3831 (TRACE 12073984 , t9363-
o~a~3 pos ~o ~s~c [FCU i
~ ~ O~/l~ POS PURCH
~ ; ~NN-DZX~E STO MIAMI FL FL ~ 3~00~0-
09~ta~3 CHE~ NUMBER 3839 (TRACE 1210992~); 3~4- 14831~12
05~t4~3 POS UD dSTC EFCU , ,
OB/t3 POS PURCH
~ ~ ~ZNN-~ZXZ~ STO N~A~ FL FL ~ 20~50-
; : 1B2Ss $~ 1377H AVEM;AM~, FL FL . 64~1- t~.65~2
' -' 05/16 POS ;URCH ~
OS~tB~3 ~ALGREEN CDNPA MIAMI ~L FL ~ 1~O- 1495E~21
CHECK NUMBER 3753 (TRACE 13001~40)[ ?024- 143849~
0676~3 POS ~D JSTC EFCU i
, oB/ts ;OS aURCH ~
0~,9~3 POS ~D dSTC EFCU ~
~ ; KNART ~AH~ FL ~L ~
, ~ 1208e203) t5536~22~
O5~1B~3 :NECK NUMBER 38~e (TRACE . 1222~0
06~2~3 EFT OEP US TREASURY 303
062103 S~C sIC la~2~0~21A SSA .~ 915~ 163~0~)~
0B~2~3 EFT DEP pa TREASURY DEPT
, t 03OE29 PAYROLL 166280420 ~ ' 1222~O-
O5~7~3 DEBIT RET ACH ' , GOO~O-
O6~27~3 CHECK NUMBER 378T (TRACE t212t897)~ ,
~ ....... CHECK L[ST]NG ~ INDICATES ~ SKIMP ZN C~ECK N~BERS~ .......
~ 37~3 lO.OD =3189 600.o0 .3810 2~.O0
~ 3817 78.00 ~3827 BOO.~O *3829 75.00
3n3o 721.O0 3331 18. 1~4 [ 3832 B~.OO
3833 t8,40 ~3639 3BO0.~0
~ ;
I
See Reverse Side For ~portant Information
COMMONWEALTH OF PENNSYLVANIA REV- 11 62 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA ] 7128 0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004729
MEYERS TRACEY
432 HARRIS STREET
HARRISBURG, PA 17102
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
....... fold
101 $1,112.22
ESTATE INFORMATION: SSN: 168-28-0429
FILE NUMBER: 2103-0493
DECEDENT NAME: MEYERS PATRICIA G
DATE OF PAYMENT: 12/13/2004
POSTMARK DATE: 12/10/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 05/17/2003
TOTAL AMOUNT PAID: $1,112.22
REMARKS: MEYERS
CHECK//95
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Estate Of PATRICIA G MEYERS , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ,ll INF 2,3 200.q ~9__, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated, 'l - 26-1984
described therein be admitted to probate and filed of record as the last will of
PATRICIA G MEYERS
and Letters TESTAMENTARY ;
are hereby granted to TRACEY MEYERS
Register of Wi'ds
x/~J~.a_u. (~ FEES
Probate, Letters, Etc .......... $ ~t70
Sho~ Certificates( ) .......... $ ~.60 a~O~NaY (Suv. Ct. LO. No.)
Renunciation ................ $ 15.O0
~P $ /O ,00 ADD.SS
TOTAL $~&a .Oo
Filed . ~.':~ ~ ;- ~. .....................
RENUNCIATION
In Re Estate of ~)~-i
deceased.
To the Register of Wills of C~m~
County, Pennsylvania.
The undersigned
of
the above d~edent, hereby renounces) the right to admi~ster the estate and resp~tfully ~k(s) that Letters
be issued to ~ffa c
WITNESS Ct)7 hand this }OJ% day of..,
(Address) /~ ~ <~.~' 2 'Z- 1D
(Signature)
(Address)
(Signature)
(Address)
REGISTER OF WILLS OF COUNTY
OATH O lNG WITNESS
· CO~ ~ '
(each) a subscribing witness to the wil~'presented h erewith~, ch)b eing duly q~cording to
l_aw, depos~ ~. present~-~i;
Sworn to or affirmed and subscribed b~e ~
me this ------______ day o~'~ ~Name) N~
19 ~ ~ ~
(Name)
(Address)
REGISTER OF WILLS OF ~~lc~J COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of ~63r~r;cic~ G. 1T)~¥-efg ,
codicil
testa~ of (one of the subscribing witnesses to) the ~_~wiff~i~ presented herewith and
codicil
that ~-¼~/ believes the signature on the~ is in the handwriting of
to the best of ~--~-e_v :/' knowledge and belief.
Sworn to or affirmed and subscribed before ~
me this dayof ('~ ~(Name)
Register .~~~~clres. s) .~
(Name)
(Address)
·
OFFICE of VITAL STATISTICS
CERTIFIED COPY
,~,LE NO. j~ CE RTIFICATE OF DEATH
FLORIDA
S NAME FIRST MIDDLE LAST
Patricia G.
3. DATE OF DEATH (Month. Day, Year) ~BER Sa, AGE.'Last
2003 I 168-28-0429 (y~l
October 18~ 1934 I ?ittsbur~_h, PennsVlvan%e
9a, PLACE OF DEATH (Check oaly one: see inslruclion$ on oiler S~dej
Gulf of Mexico 9b. INSIDE CITY LIMITS?
_ _ DOA OTF
9(:. FACILITY NAME (if not/eShtution, g~ve street and numberJ 9d. CITY, TOWN, OR LOCATION OF DEATH
08! 079.81 W Let 25.090 235 N Flamingo
10a. DECEDENT'S USUAL OCC t0b. KIND OF BUSINESS/INDUSTRY Il, MAFIITAL SFATUS - Married.
Pennsylvania Never Marli,Jd, Widowed,
Administrator State of Divorced (Specify)
ridowed
13~ RESiOENCE -- 13b, COUNTY 13c. CITY. TOWN, OFI I.OGAIlON
~lvania Cumberland Camp Hill 2114: Went, wo
13e. [NS DE CITY 13I. ZIP CODE 14. WAS DECEDENT OF ItlSPANIC OR HAITIAN ORIGIt,P 15. RACE - Ar
LIMITS'~
· (Specify No or Yes - If yes, spec#y ttaitian, Cuban.
Yes 17011 Mex,'can, Puerto Rican. etc.) .~ No ___ Yes Speci/~
speo~[~ Whi
[P~st, M~ddle Lastl
bert Goldbach Edna
( Type/Pnno
rgb. MA[LI,'~G ADDRESS ($t~el and Nucn~er ~t Rural Route
Talben Meyers 699 West 23rd Avenue
METHOD OF DISPOSITION ·
20b. PI. ACE OF DISPOSITION (Name o! ce~neter.v, crematory, or
.... Burial _~~'~ Cremaholl _._ Removal trot other place)
Donalion .... Other(Specify) Allen & Shaw Cremations
LICENSEE OR 21b. LICENSE NUMDER 2lc. NAME AND ADDRESS OF
(o1 Lice~see)
H.W. Bayer Funeral Home. Inc.
dealh occurred at the time. dale and place and due ~rc 23a, On the basis pi
~ _z at the lime. dale
~. ~ ~. (Signature
-E 22c. HOUR OF DEATH ~ '~ '
O ~.x 23b. DATE SIGNED
M Ma '. 9
rING PHYSICIAN IF OTHER rHAbf CERTIFIER (Type or Plier) ~ ~ 23d. MEDICAL EXAMINER'S,
24. NAME AND ADDRESS OF CERTIFIER (PIIYSICLAN. MEDICAL EXAMINER) (Type ~.v* Pru#) u~ --.0_ _5 ' I _6_ ' __0 _8 3
522380 Mare
26. PART injuries, or complications lhal caused Ihe dealh. Do nol enter
List only one cause or, each Fine· cardi
IMMEDIATE CAUSE (Final I Death
dL~ease or condition
resulting in death) ~ . J
~ a. grownin~
DUE TO (OR AS A CONSEQUENCE OF):
Sequentially list conditions.
il any, leading Io immediale b. ~ t water snhmersio~
cause. Ente~ UHDERLYING DUE TO (OR AS A CONSEQUEHCE OF);
CAUSE (Disease Or mjU~ Boating accident
~hat imtJ~ted events c ....
~Sulting i~ dea{~) ~ST;
DUE TO (OR AS A COe4SEQUENCE OF):
to dealh bul not resting in the 27a. WAS AN ALITOPSY
~ERFORMED?
( Yes or No) OF DEATH? '( ~s ~ No)
29. IF FEMALE. WAS T~RE A 30a. IF SURGERY IS MENTIONED IN ~RT I ~ ~, ENTEF
PREGNANCY IN T~ PAST
31. PR~ABLE ~NNER OF 32a. DATE OF INJURY
~EATH (S~Ey) 32b. ~ME OF 32c. INJURY AT WORK?
(~, Da~ Year) INJUR ~ ( Yes ~ No)
Nalural, a~i~nl, ~e. May 17, Decedent
hOmicide, or undetermined.
1:30 PM NO boat which sank
~e, P~CE OF INJURY - At home, farm, ~2L LOCATION (Strut ~ Number or R~I
slre~L ~clory, etc [Sp~f~ lat. 25.090 235 N
Accident Gulf of Mexico long. 081 079.81 W
THIS IS A CERTIFIED TRUE AND CORRECT COPY OF THE OFFICIAL RECORD ON FiLE I'N' THIS
. __ _ '~ ~ ~ ~~~ tate Regi~t~
W ~ ~ ~11 ~lff, THIS ~UME~ IS ~INTED OR PHOTOCOPIED ON SECURI~ PAPER W~ A
~E D~OMENT FACE ~AINS A MULTI'COLORED ~CKGROUNO ~D
CO~NS SPECIAL LINES WITH TEXT AND S~LS IN THE~OCH~C 1~.
PATRICIA G. MEYERS
I, PATRICIA G. MEYERS, ~arried, residing at Somerset, Somerset
County, Pennsylvania, do hereby make this as and for My Last Will and
Testament, hereby revoking any and all Wills by me heretofore made.
FIRST: I direct my Executor hereinafter nmmed to pay all my
debts, obligations and funeral expenses, and I authorize him to provide a
suitable tombstone or other marker for my grave at the expense of my Estate
as soon after my death as may be convenient.
SECOND: Ail the rest, residue and remainder of my Estate, of
whatsoever nature and wheresoever situated, I give, devise and bequeath to
my beloved husband, DANIEL MEYERS, his heirs and assignS.
THIRD: If my said husband should predecease me or if he
should not survive for a period of nunety days after my death, I then give,
devise and bequeath the entire residue of my Estate to my three children,
TRACEY MEYERS, MICAH MEYERS and TALBEN MEYERS, ~hare~and share alike~.
FOURTH: In the event any of my children should be minors, I
then appoint SOMERSET TRUST COMPANY, as Guardian of the Estates of such minor
children during minority.
The Guardian is hereby granted ~he following powers
in addition to those conferred upon it by law:
(a) To retain any property, both real and personal
in kind;
(b) To sell such property to such persons or firms
and upon such conditions as it may deem expedient
and practicable;
(c) To invest in such stocks, bonds or other investments
as it may deem advisable, without limiting such
investments to those in which Fiduciaries are
required by law to invest;
(d) To disburse to or for the benefit of the minor
ward or wards so much of the income from and the
principal of the minor's share as it in its sole
discretion, deems necessary or appropriate for his
or her comfort, shelter, support, maintenance, and
education; and to provide adequately for him or
her in the event of illness or any other emergency
or misfortune.
FIFTH: I appoint my husband, DANIEL MEYERS, Executor of this
My Last Will and Testament. If .he should predeceaseme or if he is unable or
unwilling to act as Executor I then appoint ....... ~ TEU£T
, . ....... C~2;~ as Execut~rlW
in his place. --7-~c~¥~M~~
- 1 -
IN WITNESS WHEREOF , I have set my hand and seal to this My Last
Will and Testament this . ~':~-~ 7Zt'~ day of '".~Z~~l~. 19 ~
' -'/~('~ -~ ~~ (SEAL)
Signed, sealed, published and declared by PARTICIA G. MEYERS, the
above named Testatrix, as and for her last Will and Testament, in the presence
of us, who at her request, in her presence and in the Presence of each other,
all being present at the same time, have hereunto subscribed our names as
witnesses.
-2 -
RENUNCIATION
In Re Estate of PO'4ff'~¢l'¢"'- C~' ['Yh'e~[-ev~"s deceased.
To the Register of Wills of
County, Pennsylvania.
The undersigned
of
the above d~edent, hereby renounces) the right to administer the estate and res~tfully ~k(s) that Letters
be issued to
w~rs~ss ha.d t~i~ /~
SOMERS~¥ [J.. co.
P.O. Box t330
Somerset, PA 15501
(Si[natur{)
: ~
:., m .-~ ~ (Addr~)
(Signature)
(Address)
RENUNCIATION
In Re Estate of ~Ll~ ,'C i' O~ G - /~)9-C ~/-C~. deceased.
To the Register of Wills of.
County, Pennsylvania.
The undersigned S0~r~ o~ I~a~ ~-~i¢ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to 1-~f ~ C-e 'y ~ ~,~
WIT~SS ~7 h~d this /~ 4 ~~n~
day of , ~, 20o ~
(Address)
(Signature)
(Address)
(Signature)
(Address)
COMMONWEALTH OF PENNSYLVANIA
COURT OF COMMON PLEAS
O F. CUMBERLAND CO U NTY
ORPHANS' COURT DIVISION
NOTICE OF CLAIM
In Re: The Estate of: Court File No: 21o3493
PATRICIA MEYERS
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by
creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries
Code, 20 PA.C.S.A. §3532(b)(2).
1) Claimant's name: BANK ONE
cio NCO Financial Systems, Inc
2) Claimant's address: Probate Department,#450
1804 Washington Boulevard
Baltimore, MD 21230
(443)263-3300, ext 3304
3) Creditor listed below is the owner and holder of a claim in the amount of
$849.26
4) The facts upon which this claim is based is a credit agreement between
Creditor and Decedent, identified as account number which is evidenced by
the attached affidavit of account stated.
5) Decedent's address: 2114 WENTWORTH DRIVE, CAMP HILL, PA 17011
6) Date of Death: 05/17/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by
On behalf of the claimant, I do solemnly declare and affirm under the penalties of
perjury that they knowledge, information and ~1~ /. ,~ ~-- //
to the best.of my Information and representations,~ade herein are. true anj~iorrect
Dated:August 27, 2003 ~. ~,Z~LA~ /! (. /' / .~',,,...- ,AGENT
' Claimant /,' '~uO~,-~ 182770
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
TRACEY MEYERS
Name
432 HARRIS STREET
Address
HARRISBURG, PA 17102
City/State/Zip
August 27, 2003
Date notice mailed
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: PATRICIA G. MEYERS
Date of Death: MAY 17, 2003
Will No. ,~!- Ob- oh~et,3 Admin No.
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's
Courts Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on July 29,2003:
Name Address
Micah Meyers 5515 South Hampton, Springfield Virginia 22151
Talben Meyers 699 West 23rd Avenue, Apache Junction, AZ 85220
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE
Date: July 29,2003
// /)
Joia J. KopaL"ky, Esquire ~
~'~ 300 North Second Street,8thFloor
'~?' Harrisburg, Pennsylvania 17101
~ 717-221-1111
COUNSEL FOR PERSONAL
eq REPRESENTATWE
LAW OffiCES ~
ShagiN ~ ANStiNE LLC
300 NORTH SECOND STREET, 8th FLOOR
P.O. Box 1225
HARRISBURG, PENNSYLVANIA I7108-I225
www. shaginanstine.com
dOHNNAiJ. KOPECKY (717) ;>21-11
jkopecky@shaginanstine.com FAX (717)
August ,2003
HAND DELIVERY
Cumberland County Register of Wills :'
Cumberland County Courthouse
Carlisle, PA 17013
Re: PATRICIA G. MEYERS ESTATE
Date of Death 5/17/2003
File 21-03-0493
Dear Register of Wills:
On behalf of the Executor of the above-referenced estate, I enclose a check in the amount
of $8500.00 for payment on account of the Pennsylvania Inheritance Tax. This payment will
yield a 5% discount in the amount of $425.00 for a total credit towards the Pennsylvania
Inheritance Tax in the amount of $8925.00.
Kindly acknowledge receipt of the enclosed by stamping and returning the copy of this
letter to our courier.
Please send us the usual customary receipt at your earliest convenience.
Sincerely,
SHAGIN & ANSTINE LLC
By: J oh
cc: Tracey Meyers
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128~601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD OO2893
DUPLICATE
KOPECKY JOHANNA J ESQUIRE
P O BOX 1225
300 NORTH SECOND STREET
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..................
101 $8,500.00
ESTATE INFORMATION: SSN: 168-28-0429
FILE NUMBER: 2103-0493
DECEDENT NAME: MEYERS PATRIClA G
DATE OF PAYMENT: 08/1 3/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/17/2003
TOTAL AMOUNT PAID' $8,500.00
REMARKS: TRACEY E MEYERS EXECUTRIX
C/O JOHANNA J KOPECKY ESQUIRE
CHECK//119
INITIALS: SK
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEP~ARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
-. OFFICIAL RECEIPT
· NO. CD 003576
' MEYERS TRACEY
432 HARRIS STREET
HARRISBURG, PA 17102
ACN
ASSESSMENT AMOUNT
CONTROL
........ ,o,. NUMBER
101 J $1,301.33
ESTATE INFORMATION: SSN: 168-28-0429
FILE NUMBER: 2103-0493
DECEDENT NAME: MEYERS PATRICIA G
DATE OF PAYMENT: 02/18/2004
POSTMARK DATE: 02/14/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 05/17/2003
TOTAL AMOUNT PAID: $1,301.33
i.R:EMARKS:
CHECK# 4138
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PATRIClA G. MEYERS ESTATE
60-7238.~
TRACEY E. MEYERS EXECUTRIX ~313 -- i 3 8
P.O. BOX 377
0100581198
LEMOYNE. PA 17043
PAY TOTH~= ~ , , . . . · ,~
o. DE.o~' ~' ' ~ --f-* 15,~1..~
- .,,,~ --DOLLARS ....
p olnt
INTEREST ~
BANK
:V-1500 EX (6-00)
- Rev-1500
COMMONWEALTH OF
DEPT 280601
.^...BTU.c. ~^ 1~128-0801 INHERITANCE TAX RETURN 21 03 0493
RESIDENT DECEDENT Coun~ Code Year Number
I-- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z Meyers, Patricia G.
uJ 168-28-0429
t-~ DATE OF DEATH (MM-DD-YEAR)
ILl DATE OF BIRTH (MM-DD-YEAR) THIS F[t:¥URN MUST BE FILED IN DUPLICATE WITH
~ 05-17-2003 110_18.1934
C3 REGISTER OF WILLS
IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ x 1. Original Return N 2. Supplemental Return ~__~: Remainder Return (date or death pdor to ~2.
'-" Limited Estate
~. ~ 48. Future Interest Comprise (date of death after 12-12-82) Federal Estate Tax Return Required
~.~ Decedent Died Testate (Attach copy of Will) ~._~7. Decedent Maintained a Living Trust (^~ach a copy of Trust) 8. Total Number of Safe Deposit Boxes
<~ Litigation Proceeds Received L jl o. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) E~ 11. Election to tax under Sec. 9113(A)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~ NAME
o~ JCOMPLETE MAILING ADDRESS
-c~ Meyers, Tracey IcJo Joel O. Sechdst, Esquire
FIRM NAME (If Applicable) ~568 Old York Road
~'- lEtters PA 17319
O
C_~ TELEPHONE NUMBER J
717 938-3396 ~ ~"~.. ~;, ~'
!1. Real Estate (Schedule A) (1) $;~46~327.09
2. Stocks and Bonds (Schedule B) (2) ~ ~6.95 i "~
3. Closely He d Corporation, Partnership or Sole-Proprietorship (3)
Z 4. Mortoages & Notes Receivable (Schedule D)
~- 5. Cash, Bank Deposits &Misc. Personal Propen*y (Schedule E) (5)
<~ $ .87,
-.-I 6. Jointly Owned Property (Schedule F)
~) (6) $0.00
~.~ ~ Separate Billing Requested
<~ 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) $32,818.79
(~ (Schedule G or L)
~ 8. Total Gross Assets (total Lines 1-7) (8) $319,132.70
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $24,197.42
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $67,186.36
11. Total Deductions (total Lines 9 & 10) (11) $91.383.78
12. Net Value of Estate (Line 8 minus Line 11) (12) $227,748.92
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J) $0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $227,748.92
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) x (15)
O $0.00
16. Amount of line 14 taxable at lineal rate $227,748.92 x .045 (16) $10,248.70
~D 17. Amount of line 14 taxable at sibling rate x .12 (17) $0.00
~ 18. Amount of line 14 taxable at collateral rate
x .15 (18)
$0.00
19, Tax Due
20. J~ (19) $10,248.70
BESURE TO;ANSWERALL QUESTIONS ON REVERSE SIDE AND RECHECK MA~<<
Decedent's Complete Address:
' I~TRP-t: I~'ADDRESS 2114 Wentworth Drive
16'TY ISTATE iz,P
ICamp Hill
IPA p701~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments (1) $10,248.70
A. Spousal Poverty Credit
B. Prior Payments SR .~nn On
C. Discount $447 R7
Total Credits (A + B + C) (2) $8.947.37
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) $0.00
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
$1,301.33
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A This is the BALANCE DUE. (5B) $1,301.33
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;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a revisionary 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 on 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
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ~ r----I
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under pena t es of perjur~, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.
Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge.
SIG URE OF PR ARER Q ER THAN RL~PRESEN ATIVE/ DATE
~ York Road, Etters PA 173, 9 - ' /
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 3% [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 0% [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 0% [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 4.5%, 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 12% [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.
PATRICIA G. MEYERS
~- o~-q~
I, PATRICIA O. MEYERS, Married, residing at Somerset, Somerset
County, Pennsylvania, do hereby make this as and for My Last Will and
Testament, hereby revoking any and all Wills by me heretofore made.
FIRST: I direct my Executor_hereinafter named to pay all my
debts, obligations and funeral expenses, and I authorize him to provide a
suitable tombstone or other marker for my grave at the expense of my Estate
as soon after my death as may be convenient.
SECOND: Ail the rest, residue and remainder of my Estate, of
whatsoever nature and wheresoever situated, I give, devise and bequeath to
my beloved husband, DANIEL MEYERS, his heirs and assigns.
THIRD: If my said husband should predecease me or if he
should not survive for a period of nunety days after my death, I then give,
devise and bequeath the entire residue of my Estate to my three children,
TRACEYMEYERS, MICAH MEYERS and TALBENMEYERS, shar. e.~and share ~atike~
FOURTH: In the event any of my children should be minors, I
then appoint SOMERSET TRUST COMPANY, as Guardian of the Estates of such minor
children during minority.
The Guardian is hereby granted ~he following powers
in addition to those conferred upon it by law:
(a) To retain any property, both real and personal
in kind;
(b) To sell such property to such persons or firms
and upon such conditions as it may deem expedient
and practicable;
(c) To invest in such stocks, bonds or other investments
as it may deem advisable, without limiting such
investments to those in which Fiduciaries are
required by law to invest;
(d) To disburse to or for the benefit of the minor
ward or wards so much of the income from and the
principal of the minor's share as it in its sole
discretion, deems necessary or appropriate for his
or her comfort, shelter, support, maintenance, and
education; and to provide adequately for him or
her in the event of illness or any other emergency
or misfortune.
FIFTH: I appoint my husband, DANIEL MEYERS, Executor of this
My Last Will and T~amant. If h~ sho~td..~redec~aseme or if he is unable or
unwilling to act as Executor, I then appoint ~ as Execut~rzw
in his place. -7'~c~M~y~
IN WITNESS WHEREOF I have set my hand and seal to this My Last
Will and Testament this ~.~' ~i ~z~~
day of~~~,~z~ J_
~SEAL)
Signed, sealed, published and declared by PARTICIA G. MEYERS, the
above named Testatrix, as and for her last Will and Testament, in the presence
of us, who at her request, in her presence and in the Presence of each other,
all being present at the same time, have hereunto 'subscribed our names as
Witnesses.
NAME:
REV-1502EX = (%97) (I)
SCHEDULE A
COMMO.W.*,TN O .ENNSYLVAN,A REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
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 w lng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2114 Wentworth Drive, Camp Hill, Lower Allen Township, Cumberland County, PA - as sold $95,000.00
2. Real estate tax and sewer prorations on above $764.23
3. 2 parcels of land situate in the Village of Lavansville, Somerset Township, Somerset County, PA - as sold $150,350.00
4. Real estate tax proration $212.86
TOTAL (Also enter on line 1, Recapitulation) $246,327.09
(If more space is needed, insert additional sheets of the same size)
REV-1503EY, = (1-97) (I)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Meyers, Patricia G. FILE NUMBER
All property jointl '-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1. 12 Series EE US Savings Bonds OF DEATH
$834.56
2. 21 shares of Prudential common stock @ 32.91/share $691.11
3. 72 shares of MetLife common stock @ 27.24/share $1,961.28
TOTAL (Also enter on line 2, Recapitulation) $3,486.95
(If more space is needed, insert additional sheets of the same size)
REV-IS08 EX + (1-97)(1)
SCHEDULE E
CO~MONW~LT, OF PENNS¥~VAN,A CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RES,OENT DECEDEN~ PERSONAL PROPERTY
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
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
NUMBER DESCRIPTION VALUE AT DATE
1. Personal Property per appraisal OF DEATH
$2,075.00
2. 1996 Lincoln Mark Vlll $5,105.00
3. Somerset Trust Co. interest refund
4. IRS tax refund $13.17
$56.00
5. UGI budget plan refund $242.09
6. State Farm Insurance refund $95.48
7. Verizon cell phone refund $1.09
8. Western Union class action settlement $0.06
9. JSTC Employee FCU checking account $14,484.97
10. Pittsburgh Central FCU - savings account $698.46
11. Pittsburgh Central FCU - certificate of deposit $2,592.44
12. Pittsburgh Central FCU -dividend account $1,036.98
13. Somerset Trust Company - savings account $3,588.68
14. Commonwealth of PA - final paycheck $547.26
15. Commonwealth of PA- leave payment $5,963.19
TOTAL (Also enter on line 5, Recapitulation) $36,499.87
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97)(1)
SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
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 DESCRIPTION OF PROPERTY % OF DECD'S
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (~F APPLICABLE) TAXABLE
1. Janus IRA, Tracey Meyers, daughter, is beneficiary $32,818.79 100.0% $32,818.79
TOTAL (Also enter on line 7, Recapitulation) $32,818.79
(If more SDaC~
sheets of the same size)
REV-1511 EX + (1-97)(1)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN FUNERAL EXPENSES &
.., RESIDENT DECEDENT ADMINISTRATIVE COSTS
=ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: AMOUNT
1. Talban Meyers - Reimburse Funeral Expenses $1,334.08
Tracey Meyers - Reimburse Funeral Expenses $2,100.39
B. %DMINISTRATIVE COSTS:
$14,315.00
1. Personal Representative's Commissions ~
Name Df Personal Representative (s) Tracey Myers
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 432 Harris Street
City Harrisburg State PA Zip 171 02
Year(s) Commission Paid: 2 {3 {34
2. Attorney Fees
$5,700.00
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
$322.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Joumal
8. The Sentinel $75.00
9. Register of Wills - Short Certificates $108.95
10. Register of Wills - Short Certificates $9.00
11. Appraisal of real estate $6.00
12. Register of Wills - File Retum $200.00
$15.00
13. Clerk of Orphan's Court - File Releases $12.00
TOTAL (Also enter on line $24,197.42
(If more space is needed, insert additional sheets of the same size)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES~ & LIENS I
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION AMOUNT
1. Orville Bryner - Commission on sale of personal property
2. Division of Vital Records $873.49
3. Lower Allen Sewer $9.00
4. Comcast $73.35
5. Verizon Wireless $39.64
6. PPL $39.97
7. PA American Water $60.51
8. Penelec $33.01
9. UGI $147.25
10. Patriot News - obituary $241.92
11. Somerset Daily American - obituary $39.00
12. R&L Appraisal $20.32
13. USA Telephone $300.00
$101.14
14. Bonnie K. Miller, tax collector - school real estate tax
15. Penelec $949.72
16. PA American Water $22.28
17. PPL $12.79
18. UGI $25.80
19. Division of Vital Records $82.00
20. PA Department of Revenue - PA income tax $12.00
21. PA American Water $62.00
22. PPL $11.72
$22.23
23. Shagin & Anstine - Reimbursement for Probate costs and attorneys fees
24. UGI $2,127.90
25. Boscov $82.00
26. PA American Water $92.80
27. PPL $11.72
28. UGI $28.22
29. Lower Allen Sewer $73.00
30. PA American Water $73.35
31. PPL $11.23
32. UGI $19.67
33. PPL $73.00
34. PA American Water $23.92
$24.28
35. Tracey Meyers - Reimbursement for expenses related house repairs and lawn maintenance $1,204.74
36. Checks in checking account written prior to death, but cleared after date of death $671.95
37. US Postal Service - stamps and box rent
38. Capsule - telephone bills $58.11
39. Patriot News ~ house sale ad $49.83
40. Office Max - file tax return $90.90
41. Mortgage on Somerset County Property $22.25
$56,560.85
42. Settlement Charges regarding Somerset County Property $1,653.50
43. Settlement Charges regarding Cumberland County Property $1,054.00
TOTAL (Also enter on line 10, Recapitulation~ $67,186.36
(If more space is needed, insert additional sheets of the same size)
REV-15'~3 EX + (9-00))
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF Meyers, Patricia G. FILE NUMBER 21-03-0493
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
~ TAXABLE DI$/~,IBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1 Tracey E. Meyers daughter
432 Harris Street, Harrisburg PA 17102 one third
2. Micah Meyers son one third
5155 South Hampton, Springfield VA 22151
3. Talben Meyers son one third
899 West 23rd Avenue, Apache Junction AZ 85220
NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
3. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00
(If more space is needed, insert additional sheets of the same size)
A. $eitlerol~nt ~at~ment
U S Depadmenl of Housin~
and Urban Developmen~
B, Type of Loan OMB No 2502-0265
1. ~ FHA 2. ~ FmHA 3. ~ Cony. ~ ~Loan Number -[Mo.gage insurance Case Number
C. N O~: This form is furnished to give you a stalemenl of aclu al selllemenl costs, Amounls paid Io and by lhe selllement agent are shown.
Ilems mad ed "p.o.c" were paid outside of closing; Ihey are shown here for informalional purposes and are nol included in thetotals.
D, NAME AND ADDRESS 0F BORROWER daCkESbelma~ ~a~y~ C/cCa~One
206 ~Ot~ St?et' New cb~berle~d~ PA f~OZO; ~ p~::
~ ~A~ AN~ a%~ESS O~ S~L~,; ~,ta~~ 0t~.tr~i. sj ue%s .....
~. NA~E A~D ADDRESS QE LEND
G. PROPERTY 2114 Wen~o~h Ddve
LOCATION: Camp Hill, PA 17011
T: 568 01d york Road, Ett~rs PA ~Z319
TIN: 23~24928~3
~01 Contraci Sales Price
102 Personal Property
~o3. SelHemenls charges to borr0We~
(from line 1400)
105. 404
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAiD BY SELLER IN ADVANCE:
106 Clly~ownlaxes ~0/3~/2003 Io ,
107 Counly Taxes 1o
108. Asses~s [OZ3~/200~ 10 407 CounlyTaxes to
$$5~.
109 Sewer/Refuse 10/31 to 12/31 $48.90 409 Sewer/Refuse 10/31 to 12/31
1~0. ~i $48.90
120 GROSSAM ~ ~ ~ ~
FROM BORROWER: _ ~~SSAMOUNTDUETOSELLER:
...... vu~ ~o ~ll R IN BEHALF oF BORROWE~ ~ ~95,764.23
201 Deposit orearnest money SZO0.00
202; Principa~ amoum of new loan g} ; ;il (see inslruclions}
203 Existing Ioan(s)t~ eR subject 1o ¢; O0
205
Pay
206.
207
507
2o~;
509 ~ ' ,
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
21o Cgy/Iown laxes
510 Cily/town laxes Io
212 Assessmenls 1o 512 Assessments Io
214.
516
217
218
518
220. TOTAL PAID BY/FOR ~
BORROWER: S95,z0o. O0 520. TOTAL REDUCTIONS
IN AMOUNT DUE TO SELLER: $Z,054.00
300. CASH AT SETTLEMENT FROM~O BORROWER~ ~ ~
~ , SELLER
301. Gross amounl due from borrower (line 120) ~ 601. Gross a~ounl duelo seller (line 420
302. ~a~aid byifo~ b~rrower (iine 220~ :l ¢95~ zoo~oo ~i; d;e s;iiei (fihe 520):, I ¢~, 05,. OD
'303. CASH (~FROM)(0TO)BORROWER: J '4' 18g' 86 603' CASH (0FROM)(~TO)
HUD-1 (~86) - RE~A. HB
Exhibit for Schedule A
PAGE 1
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NVOq ~ZIM NOIZO~NNOO NI BqSVAMd S~ZI O0~J
SETTLEMENT STATEMENT
SELLERS: Tracey E. Meyers, Executrix of the Estate of Patricia G. Meyers, deceased
BUYER: Iron Creek Properties, LLC
CLOSING DATE: Jtme 26, 2003
PROPERTY: Situate in Somerset Township, Somerset County, Pennsylvania
SELLERS' EXPENSES
Legal Fees: Attorney David J. Flower $ 150.00
Somerset Trust Colnpany - payoff mortgage 56,560.85
1% Transfer Tax ..1,503.50
TOTAL SELLER'S EXPENSES: $ 58,214.35
BUYER EXPENSES
Legal Fees: Atty. Gordon D. Reynolds 1,100.00
1% Realty Transfer Tax 1,503.50
Recorder of Deeds - record Deed 40.50
Somerset Abstract Co., Ltd. - owners insurance 492.75
Somerset Township - municipal lien letter 10.00
TOTAL BUYER'S EXPENSES: $ 3,146.75
TAX PRORATION
2003 County & Township Taxes paid by Sellers in the amount of $385.04
Reimbursement due Sellers -188/365 of $385.04 198.32
2002-2003 School Real Estate Tax paid by Sellers in the amount of $1,326.86
Reimbursement due Sellers -4/365 of $1,326.86 14.54
NET PROPERTY TAX PRORATION DUE SELLER FROM BUYER: $ 212.86
Exhibit for Schedule A
· - SELLER'S SUMMARy
SALE PRICE:
$ 150,350.00
LESS: Down Payment
(5,000.00)
PLUS: Pro-rata real estate tax reimbursement 212.86
LESS: Sellers Expenses (58.214.35)
NET BALANCE DUE TO SELLERS: $ 87,348.51
_BUYER'S SUMMARY
PURCHASE PRICE: $ 150,350.00
LESS: Down Payment
(5,000.00)
PLUS: Pro-rata real estate tax reimbursement 212.86
PLUS: Buyer's Expenses ~146.75
BALANCE DUE FROM BUYERS: $148,709.61
DISBURSEMENTS
ATTORNEY: Atty. Gordon D. Reynolds
Atty. David J. Flower 1,100.00
150.00
RECORDER OF DEEDS:
3,047.50
SOMERSET TRUST COMPANY 56,560.85
SOMERSET TOWNSHIP
10.00
NET PROCEEDS TO SELLER
87,348.51
SOMERSET ABSTRACT CO., LTD. 492.75
TOTAL DISBURSEMENTS: $ 148,709.61
SELLER: BUYER:
TRACEY E. MEYERS, EXECUTRIX IRON CREEK PROPERTIES, LLC
OF THE ESTATE OF PATRICIA G.
MEYERS, DECEASED
RACEY E. MEYL~S, Executri~ GEO~y~L.~T~N, President
*SOMERSET TRUST COMPANY Statement of Account(s)
PO Box 777 From: 04/13/2003 Through: 05/12/2003
151 West Main Street Page: 1
Somerset, PA 15501-0777 US
The following fees will be
PATI~TCTA G M EYE RS effective 6/7/03:
2114 WENTWORTH DR Overdraft Fee $25
CAMP HILL PA 17011 Stop Payment Fee $25
Return Check Fee for
deposit items $3
SUMMARY OF ACCOUNTS
Beginning Ending
Account Type Balance Increases Decreases Balance
903063385 Statement Savings 3,584.73 3.95 0.00 3,588.68
Statement Savings 90306338S
DEPOSITS AND OTHER INCREASES
Date Amount Description
05-12-2003 3.95 Credit Interest
WI IHDRAWALS AND OTHER DECREASES
Date Amount Description
No Transactions of this type.
Beginning Total Deposits Total Withdrawals Interest Service Ending
Balance &Other Tncreases & Other Decreases Paid Charges Balance
3,584.73 0.00 0.00 + 3.95 0.00 = 3,588.68
DEPOSIT EARNINGS ANALYSIS
The following analysis shows the amount of interest that each of your accounts has earned for the statement period.
Please note that the ]:nterest Earned in this section may be different than the Interest Paid in the detail section.
The reason for this possible vadance is that the Interest Earnedmay include interest earned on your account during
the last day of this statement cycle, which will be paid to your account on the next statement cycle.
The Annual Percentage Yield Earned shows the interest rate earned on your account expressed as an annual yield.
Interest Annual Percentage
Account Earned Yield Earned
903063385 3.95 !.349%
Exhibit for Schedule E
Call the bank at (814) 443-9200 if: Your name or address is incorrect.
The tax identification number is incorrect.
There are any other questions regarding your account.
THIS FORM IS PROVIDED TO HELP YOU BALANCE YOUR CHECKBOOK WITH YOUR STATEMENT.
Before you begin, make sure all items shown on the statement have been entered in your records.
To update your account register:
Add any increases such as deposits listed on the statement that you have not already entered.
Subtract any decreases such as checks, charges, fees, ATM withdrawals or STC CheckCard
transactions you have not entered.
In your register, mark off all increases In your register, mark off any decreases listed
listed on this statement. Below, list any on this statement. Below, list any not marked
not marked off in your register: off in your register.
Date of Deposit or Increase Amount Check Number ot: Description Amount
TOTAL (A)
TOTAL (B)
TO reconcile the balance of your account, complete the arithmetic below:
STATEMENT BALANCE (The ending balance for your account
as shown in the Summary Section
of your statement.)
Add increases as shown in TOTAL (A) +
Subtract decreases as shown in TOTAL (B)
Your account register balance should be: =
If this figure does not agree with your account register, review all your entries and calculations.
ELECTRONIC FUNDS TRANSFERS
In case of errors or questions about your electronic transfers or if you think this statement is incorrect or
you need more information about a transaction on this statement, telephone us at (814) 443-9200 or
write us at Somerset Trust Company, P.O. Box 777, Somerset, PA 15501 as soon as your can.
If you think your statement or receipt is wrong or if you need more information about a transfer on the
statement or receipt, we must hear from you no later than 60 days after we sent you the FIRST
statement on which the error or problem appeared.
1. Tell us your name and account number.
2. Describe the error or the transfer you are unsure about, the date it occurred, and explain as clearly as
you can why you believe there is an error or why you need more information.
3. Tell us the dollar amount of the suspected error.
We will investigate your complaint and will correct any error promptly. If we take more than 10 business
days to do this (20 days for point-of-sale debit card transactions and transactions initiated in foreign
countries), we will recredit your account for the amount you think is in error, so that you will have use of
the money during the time it takes us to complete our investigation.
FEDERAL CREDIT UNION
STHT 6820-00S HEYERS/PATRZCIA G 08/01/03 02:08 PN BR:01
BEG DATE: 01/01/03 CLOSE DATE: 05/17/03
ENTRY DT PRCHS DT TRAN DESC AHOUNT BALANCE
03/31/03 03/31/03 DIVIDEND 1.72 698,46
*END OF LIST*
PITTSBURGH CENTRAL REDERAL CREDIT UNION DATE:[08/01/03]
ID:[ ] TRAN CODE:[ ] P&RAHETERS:[
]
]
Exhibit for Schedule E
P.O. Box 717
Wexford, PA 15090-0717 2601 Wexford-Bayne Road
Franklin Park, PA 15143
(724) 934-0660 · FAX (724) 934-0952 - 1-800-462-1711 · www.pghcentral.com
FEDERAL CREDIT UNION
STHT 6820-14S HEYERS/PATRICZA G 08/01/03 02:08 PH BR:01
BEG DATE: 01/01/03 CLOSE DATE: 05/17/03
ENTRY DT PRCHS DT TRAN DESC AHOUNT BALANCE
03/20/03 03/20/0~ DIVZDEND AT HATURZTY 17.45 1036.9~
*END OF LIST*
PITTSBURGH CENTRAL FEDERAL CREDIT UNION DATE:[08/01/03]
ID:[ ] TRAN CODE:[ ] PARANETERS:[ · ]
[
]
Exhibit for Schedule E
P.O. Box 717
Wexford, PA 15090-0717 2601 Wexford-Bayne Road
Franklin Park, PA 15143
(724) 934-0660 · FAX (724) 934-0952 · 1-800-462-1711 · www.pghcentral.com
FEDEllAL CllEDIT UNION
4 cb
STHT 6820-15S HEYERS/PATRICIA G 08/01/03 02:09 PH BR:01
BEG DATE: 01/01/03 CLOSE DATE: 05/17/03
Er,!TRY DT PRCHS DT TRAN DESC
04/07/03 04/05/~3 DIVIDEND AT HATURITY AMOUNT BALANCE
*END OF LIST* 43,62 2592.44
PITTSBURGH CENTRAL FEDERAL CREDIT UNION DATE:[08/01/03]
] TRAN CODE:[ ] PARAHETERS:[
_
P.O. Box 717
Wexford, PA 15090-0717 Exhibit for Schedule E 2601 Wexford-Bayne Road
Franklin Park, PA 15143
(724) 934-0660 · FAX (724) 934-0952 · 1-800-462-1711 · www.pghcentral.com
~eo~T ~o~.~ ~o W,T. A~ . ~TATEMENT OF ACCOST
JSTC ENP. FED. CREDit UN~ON
211 COLLEGE PA~K PLAZA d48?Ot~P 15S8.'
dOHNSTOUN PA 15804-~831 . e ; ;
160-018
21~4 VENT~ORTH OR 188-28-0428
CAMP H~LL PA 17011-74S0
I...111,..111 ...... II...lll,,.I.l.i,l.l,/I ...... il.l..ll.l.,I ~
; ; ; J ;
: ~ NO TRANSAC?]ONS THiS ~ER~OD- ' ' r ANC~ - ?41?Ti!
Il ........................................ ~ ...... ~- ~ ,
,' i O78 CHECKING ACCOUNT ,; PRE'il)US .........BALANCe' ............ 1887188i'-'
oBo1~3 CHECK NUMBER 3817 (T~ACE la01804~); ?sec-
OBeSe3 05/03ATM VD MAC77104ATM 001721 :' 201~0- 1BS81ieB
] I 1~88 LOVTHER ROAD CAMP HiLL PA PA
08~B~30B/01POS ¥D PosUSTCFuRcHEFCU '~ 20~B- 1R871~4
I; ; ,
OS~O3 BJ'S VHOLESALE CAMP HiLL PA PA
POS VD dSTC EFCU ; B6!t2-
~ 1B4?0~2
~ . 08/03 POS PURCH
i i reiS MARKETS ~ CAMP HiLL PA PA
OB~8fO3 CHECK NUMBER ~:~ (TRACE 1204447B), B3~0- 18383~2
' 72100- 1BR82~
OBOe03 CHECK NU#IER (TRACE 11138882).
0807~3 POS VD USTC EFCU j , 3478- 1B6Zi~B
i i OI/OO POS PURCH
: , Bd'S YHOLESALE Cmmp H!11 PA PA : ' , '
CHECK NUMBER 3833 (TRACE 12t88844); '
0B97!o3 . . 18~o- liBOR!Be
ORGY,3 CHECK NUMBER 3829 (TRACE 12162?32)I ~ ?B~O- 18O941E8
OB~S~3 EFT OEP PA TREASUNY DEFT *
,, O30BOB PAYROLL le82EO42B : ,
OB~Eb3 CHECK NUMBER 3827 (TRACE 13007433~; 80000-
0E112~3 CNECK NUMBER 3831 (TRACE 12073884)~ ~ le!14- 18834~49~
08i1393~P0S ¥O d$T¢ £FCU i , 183~3- 1837088
i ~ 05/13 POS PURCH
i ~ ~ZNN-DZX~E STD MiAMi FL FL , , ,
o~,~a=3 CHE~K NUNOER ~8~B (TRACE 1;108~24)i aSOO=O' iAE?bEei
o5it4~3 Fas WU USTC EF¢U i ' 38~4- 14831;12
, 05/13 POS PURCH .
;; ,~ YZNN-DZXZE STO MiAMi FL PL
.o,,,,"' '° oo,,,,
, . 1B2BB S# 13?TH AVE#ZA#Z. FL FL
...... o8!~ E~o ,G..~/m-~. ~OS' ~.~C~U.C~-~Cu ......................... ~ ....... ~ ....~ ~ ....... 1~... ~~ __
: ~ UALGREEN COMPA MZAMZ FL FL
0~18~3 CHECK NUMBER 3?83 (TRACE 13001?40)~ ; 1~0-
0 16 3 POS ~D dSTO EFGU
' ' 08/tS POS PURCH
~ ~, , Bd'S VHOLESAL~ Miami FL FL
0811~3 POS VD JSTC EFCU
! . OE/~ POS PURCH ~ , ~ · ~i
~ ~ KMART MiAMi FL PL ,
os?J93 cHECK NUmlea aa~e (TRACE ~2088203)~ ; 2?90- 1
06~2~3 EFT OEP US TREASURY 303
, , 0B2102 5DC SEC 188210428A SSA
08~203 EFT DEP PA TREASURY DEFT
' ; 0~052~ PAYROLL 18~2804~e
os~?~a DEBIT RET ACH , ~ 122200- 18128~ee~
08~27~3 CHECK NUMBER ~787 (TRACE t21~t8~?)~
06~31~3
;~ . :
~ ~ ....... CHECK LiSTiNG ·ZNDZCATES A SKZ~ ZN cH~CK NUMBERS~ .......
, 3753 10.00 -3787 BO0.~ ; *3~18 2?.00
J i 3817 78.~0 *3827 BOO.G0 , ~38ZO 75.00
~ j 3030 721.O0 3831 16.1~4 : 3832 83.00
~ ~ 3833 18.40 83838 3800.~0
: :~ ; Exhibit for S~hedul~ E, .
See ReverGe Side For ~tint InformatiOn :
COHHONNEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVTDUAL TAXES DEPARTHENT OF REVENUE
/NHERITANCE TAX DIVISZON
DEPT. ZBO6D1
HARRISBURG, PA 171ZB-0601 NOT/CE OF ZNHERTTANCE TAX
APPRATSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCT/ONS AND ASSESSHENT OF TAX
REV-I;47 EX AFP (01-05)
R~i:?i~ DATE 04-12-Z004
~ ESTATE OF HEYERS PATRICIA
DATE OF DEATH 05-17-2005
'(~, ~Pfi 1~ [i9 :~iO FZLE NUNBER Zl
COUNTY CUHBERLAND
TRACEY HEYERS ACN 101
C/O J 0 SECHRIST ESQ
568 OLD YORK RD [~g~ Amoun~ Reei*~ed
ETTERS p~9~' ~ ~ '
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF NILLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF HEYERS PATRICIA G FZLE NO. 21 05-0495 ACN 101 DATE 04-12-2004
TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATION CONCERNZNG FUTURE ~NTEREST - SEE REVERS;
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Es~e~e (Schedule A) (1) 246/$27.09 NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2) 5/486.95 credi~ ~o your account,
$. Closely Held S~ock/Par~nership Tn~eres~ (Schedule C) ($) .00 submi~ ~he upper por~ion
~. Hor~gages/No~es Receivable (Schedule D) (~) .00 of ~his form ~i~h your
$. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) ($) $6/499.87 ~ex payment.
6. Jointly O~ned Proper~y (Schedule F) (6) .00
7. Transfers (Schedule G) (7) $Z/818.79
8. To~el Asse~s (8) $19,152.70
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Ad.. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Deb~s/Hor~gage Liabilities/Liens (Schedule 1) (10) 67,186.56
11. To,al Deduc*lons (11) g]. 383.78
12. Ne~ Value of Tax Return (12) 227,748.92
13. Cheri~able/Governeen~al Bequests; Non-elected 9113 Trus*s (Schedule J) (13) .00
1~. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (1~) 227,748.92
NOTE: Z~ an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect f/gures that include the tote! of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Aeoun~ of Line 1~ a~ Spousal ra~e (15) .00 X O0 = .00
16. Aeoun~ of Line lq *axeble a~ Lineal/Class A ra*e (16) 227,748.92 x 045 = 10,248.70
17. Amour* of Line 1~ e~ Sibling ra~e (17) .00 x 12 = .00
18. Aeoun~ of L/nm lq ~axable e~ Collateral/Class B ra*e (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,248.70
TAX CREDZTS:
PAYmeNT R~C~Y! DZSCOUNT (+)
DATE NUHBER TNTEREST/PEN PATD (-) ANOUNT PATD
08-15-2005 CDOOZ89~ 447.$7 8,500.00
02-14-2004 CD003576 .00 1,501.55
TOTAL TAX CREDZT I 10,248.70
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. . O0
TOTAL DUE .00
TF PATD AFTER DATE ZNDICATED, SEE REVERSE ( ZF TOTAL DUE TS LESS THAN $1, NO PAYNENT TS REQUTRED.
FOR CALCULATTON OF ADDTTTONAL TNTEREST. ZF TOTAL DUE 1S REFLECTED AS A "CREDTT" (CR)~ YOU HAY BE DUE
A REFUND. SEE REVERSE SZDE OF THTS FORH FOR 1NSTRUCTTONS.
RESERVATION: Estates of decadents dying on or before December 1Z, 19aZ -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
Iifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rata on any such futura interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section II40 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TI P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGXSTER OF NXLLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may bo requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-I315). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling tho special Z4-hour
answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 [TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, alloaance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADNIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA i71ZB-060I
Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-iS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the dacsdant's death, a five percent (SZ) discount of
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is cm~putad on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning aith first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rata of
six (eZ) percent per annum calculated at a daily rate of .000164. All taxes which bacaaa delinquent on and after
January 1, 198Z will bear interest at a rate which will vary fram calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000545 ~'~6-1991 llZ .000301 ~ 9Z .000247
1983 16Z .000438 199Z 9X .000Z47 ZOOZ 6Z .000164
1984 llZ .OOO301 1993-1994 7Z .O0019Z ZOO3 5Z .000137
1985 13Z .000356 1995-1998 9Z .000Z47 ZOO4 4Z .000110
1986 IOZ .000Z74 1999 7Z .00019Z
1987 IOZ .000Z74 ZOO0 7Z .00019Z
--Interest is calculated as folloas:
/NTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DEL/N~UENT X DAILY /NTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must ba calculated.
GORDON D. REYNOLDS [i ~''~/lC
4TTORNEY AT LAW
204 VVEST MAIN STREET, SUITE 102
SOMERSET, PENNSYLVANIA 15501
TELEPHONE (814) 445-9516
FAX (814) 445-4729
October 27, 2(,04
Cumberland ( ounty Register of Wills
i Courthouse Square
Carlisle, PA, 11'013
ATTN: Vickie
RE: Estate of F atricia G. Meyers
Dear Vickie:
Please find en~ :losed a copy of the luheritance Tax Return for the above-referenced t ~at
you had previ( usly sent me. Kindly certify this copy and send it back to our office in he
enclosed self-s ddressed stamped envelope. A check in the amount of Two Dollars ($2.,
is also enclos{ for the cost to certify the Return.
If you have ar questions or concerns, please contact our office at your convenient
Very truly you rs,
Nik[ L. Weave
Office Manage
Enclosurc
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
TRACEY MEYERS
C/O J 0 SECHRIST
568 OLD YORK RD
ETTERS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-01-2005
MEYERS
05-17-2003
21 03-0493
CUMBERLAND
101
*'
REV-1547 EX AFP 112-84)
PATRICIA
G
ESQ
Allount Relli tted
PA 17319
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT. ALONG THIS: LXNE . ~ RETAIN LOWER PORTION FOR YOUR RECORDS ......
REV"!!1;'f-!t-AFJt7lI1-:6!'r-No'T-icE-oF-lNHER-iflN-cE-TAX-A-PPRA-isEM€N'~--A[towAN-CE-OR------------- - ---
.. ., DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF,;MEYE:R$~ PATRICIA G FILE NO. 21 03-0493 ACN 101
w ..... ;',,, 6,~:; TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
251,672.67 X 045 = 11,325. 27
.00 X 12 = .00
.00 X 15 = .00
(19)= 11,325.27
::')
("'~"')
!,.._-~,
(,.."..
C"',.,;
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NO. 01
3.472.62
.00
.00
.00
24.177.89
.00
.00
(8)
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
2,897.50
829.26
(11)
(12)
(13)
(14)
DATE 03-01-2005
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYll8nt.
27,650.51
3.726 76
23,923.75
.00
251,672.67
TAX ~R"'DITS:
" ...........r' I+J AMOUNT PAID
DATE NUltBER INTEREST/PEN PAID (-)
08-13-2003 CD002893 447.37 8,500.00
02-14-2004 CD003576 .00 1,301.33
12-10-2004 CD004729 35.17- 1,112.22
TOTAL TAX CREDIT 11. 325.75
BALANCE OF TAX DUE .48CR
INTEREST AND PEN. .00
TOTAL DUE .48CR
~.
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Patricia G. Meyers
Name of Decedent:
Date of Death: May 17, 2003
Will No.
2003-00493
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No x
2. If the answer is No, state when the personal
representative reasonably believes that the aQministration will be
complete: one year
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
--c-accmmtinformallytothe part.ies in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be at ched to this report.
Date:
J
--
rk~.".
Joel o. Sechrist, Esquire
Name (Please type or print)
568 old York Road
Etters PA 17319
Address
(717) 938-3396
Tel. No.
Capacity:
Personal Representative
x
Counsel for personal
representative
;
(MAH: rmf/ AM3 )
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
KOPECKY JOHNNA J
26 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of MEYERS PATRICIA G
File Number: 2003-00493
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
(,. /
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
etA
INVENTORY
ESTATE OF
PATRICIA G. MEYERS
Late of the Borough of Camp Hill,
Cumberland County, Pennsylvania, Deceased
NO. 21-03-0493
AFFIDAVIT OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
~
COUNTY OF YORK
Personally appeared before me, a Notary Public, in and for said County, Tracey Meyers, who being
duly sworn according to law, says that the within inventory of the personal property and real estate
which were of Patricia G. Meyers, late of the Borough of Camp Hill, Cumberland County,
Pennsylvania, Deceased, is true and correct to the best of his knowledge, information and belief.
Sworn and subscribed to
before me, this torn day of
ApI< IL
~
~ u:
lIROO J, Me , NOtary PubIc
. RMIWWt 'fIHp., York COlIlty
My eomffilSSiOO ~ FtbruBry 23. 2CXJl
Memberj;~ ~MlftOf~ INVENTORY
of the personal property and real estate situate in the Commonwealth, which were of Patricia a
Meyers, late of the Borough of Camp Hill, Cumberland County, Pennsylvania, , taken and made in
conformity with the above deposition under Section 3301 and following of the P-E-F Code.
JSTC Employee FCU Accounts 38,806.87
1/2 interest in real estate at 432 Harris Street, Harrisburg 3,472.62
12 Series EE US Savings Bonds 834.56
21 shares of Prudential Common Stock 691.11
72 shares of Met Life Common Stock 1,961.28
Somerset Trust Co. mortgage interest refund 13.17
IRS tax refund 56.00
~. "t-
UGI budget plan refund 242.09
State Farm Insurance refund 95.48
Verizon cell phone refund 1.09
Western Union class action settlement 0.06
Pittsburgh Central FCU - savings account 698.49
Pittsburgh Central FCU - certificate of deposit 2,592.44
Pittsburgh Central FCU - dividend account 1,062.69
Somerset Trust Company - savings account 3,593.84
Commonwealth of P A - final paycheck 547.26
Commonwealth ofPA - unused leave payment 5,963.19
CUNA Accidental Death payment 1,000.00
Prudential Dividend 10.50
MetLife Dividend 10.35
1996 Lincoln Mark VIII automobile 6,000.00
$67,653.09
REAL ESTATE SITUATED IN THE COMMONWEALTH
Real Estate located at 2114 Wentworth Drive $95,000.00
Real Estate located in Somerset County 150,350.00
Real Estate tax prorations for 2114 Wentworth Drive 764.23
Real Estate tax prorations for Somerset County property 212.86
TOTAL $246,327.09
REAL ESTATE SITUATED OUTSIDE THE COMMONWEALTH
NONE
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
ESTATE OF PATRICIA G. MEYERS
NO: 21-03-0493
LATE OF:
Date of Death:
The Borough of Camp Hill, Cumberland County, Pennsylvania, Deceased
May 17,2003
Commonwealth of Pennsylvania
g
County of York
Before me personally appeared Joel O. Sechrist, Esquire, who being duly sworn according to law, did state that
written notice of the filing of the account and the call thereof for audit or confirmation has been given to every unpaid
claimant who has given written notice of his claim to the account and to every other person known to the accountant to
have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. Specifically the notice stated that the
Account and Proposed Schedule of Distribution was filed in the Office of the Clerk of Orphans' Court of Cumberland
County, Pennsylvania, on May 5,2005. The notice further stated that the Account and Proposed Schedule of
Distribution will be called for confirmation on June 21,2005 at 9:30 AM and that any objections to the Account or the
Proposed Schedule of Distribution, or both, must be filed in writing no later than 9:00 AM (prevailing time) on June 21,
2005, in the Office of the Clerk of the Orphans' Court of Cumberland County, Pennsylvania, in the Cumberland County
Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Such notice was given to the following persons at the
addresses listed:
Tracey Meyers
Micah Meyers
daughter
432 Harris Street Harrisburg P A
c/o Joseph L. Hitchings, Esquire Harrisburg P A
4811 Jonestown Road, Suite 125
699 West 23rd Avenue
17319
17109
son
Talben Meyers
son
85220
SWORN TO and SUBSCRIBED
before me this STH day of
~lL
c
Notarial Seal
LindaJ. McOarieI, Notary Public
. FaiMew Twp., VOIk CO\Jl\y
My Corm1issiOn Expires FebnJary 23. 2007
Member. PennsyI'IanIa AssodatIon Of NotalIes
CJ
<::.~
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FIRST AND FINAL ACCOUNT OF TRACEY MEYERS, EXECUTRIX OF THE LAST WILL
AND TESTAMENT OF PATRICIA G. MEYERS, LATE OF THE BOROUGH OF CAMP
HILL, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH:
May 17,2003
Cumberland Law Journal on August
22, 29, and September 5, 2003
The Sentinel on July 31, August 7
and 14, 2003
21-03-0493
LETTERS TESTAMENTARY ADVERTISED:
ESTATE FILE NO:
Tracey Meyers
432 Harris Street
Harrisburg PAl 71 02.
EXECUTOR:
Joel O. Sechrist, Esquire .'
568 Old York Road
Etters PA 17319
ATTORNEY:
PRINCIP AL PERSONALTY
DEBITS
Inventory as filed in the Office of the Register of Wills of Cumberland County, P A
PRINCIPAL PESONAL TY
CREDITS
July 1, 2003
July 3, 2003
July 3, 2003
July 3, 2003
July 9, 2003
July 9, 2003
July 9,2003
July 9,2003
P A Department of Vital Records
Talben Meyers - reimburse funeral expenses
Orville Bryner - commission-sale personal property
Tracey Meyers - reimburse expenses
Lower Allen Sewer/Refuse
Com cast - final bill
Verizon - final bill
PPL
1
c;
67,653.09
9.00
835.27
873.49
2,550.11
73.35
39.64
39.97
60.51
c' ~
(~:;)
July 9, 2003 Pa American Water 33.01
July 9,2003 Penelec 147.25
July 9, 2003 UGI 241. 92
July 9,2003 Patriot News - obit 18.50
July 9, 2003 Somerset Daily American - obit 20.32
July 14, 2003 R&L Appraisal 300.00
July 14, 2003 USA Telephone - final bill 101.14
July 21,2003 Bonnie K. Miller, Tax Collector - school taxes 949.72
July 25, 2003 Talben Meyers - reimburse funeral expenses 498.81
July 25, 2003 Penelec - final bill 22.28
July 25, 2003 Pa American Water 12.79
July 25, 2003 PPL 25.80
July 31, 2003 UGI 82.00
July 31, 2003 Bank One 829.26
August 5, 2003 P A Department of Vital Records 12.00
August 13, 2003 Register of Wills - short certificates 9.00
August 13, 2003 P A Department of Revenue - taxes 62.00
August 13, 2003 P A Inheritance Tax 8,500.00
August 18, 2003 Pa American Water 11.72
August 18, 2003 PPL 22.23
August 20, 2003 The Sentinel 108.95
August 20, 2003 Shagrin & Anstine - invoice for fees and costs 2,127.90
September 5, 2003 Cumberland Law Journal 75.00
September 11, 2003 UGI 82.00
September 11, 2003 Boscov's - final bill 92.80
September 16, 2003 PaAmerican Water 11.72
September 24, 2003 PPL 28.22
September 25,2003 UGI 73.00
2
October 10, 2003 Lower Allen Sewer/Refuse 73.35
October 10, 2003 PaAmerican Water 11.23
October 22, 2003 PPL 19.67
October 28, 2003 VOl 73.00
November 18,2003 Register of Wills - short certificates 6.00
November 21, 2003 PPL - final bill 23.92
November 21,2003 Pa American Water - final bill 24.28
February 16, 2004 P A Inheritance Tax 1,301.33
February 16, 2004 Joel O. Sechrist, Esquire - fee 7,200.00
December 9,2004 P A Inheritance Tax (Supplemental Return) 1,112.22
December 9,2004 Register of Wills - Supplemental Return 15.00
Pennsylvania Estate Income Tax 34.41
Tracey Meyers - reimburse expenses for house 1,204.74
Checks which cleared after date of death 671.95
US Postal Service - stamps and box rent 58.11
Capsule - telephone bills 49.83
Patriot News - ad for house 90.90
Office Max - file tax return 22.25
Tracey Meyers - Executrix' Commission 15,697.50
Register of Wills - File Inventory 15.00
Register of Wills - File Account 230.00
Notary Fees 4.00
Clerk of Orphans' Court - file releases 12.00
Total Credits $46,931.3 7
3
PRINCIP AL REALTY CONVERTED
DEBITS
Real Estate located at 2114 Wentworth Drive, Camp Hill, Lower Allen
Township, Cumberland County, P A
Real Estate tax prorations for 2114 Wentworth Drive
Real Estate located in Lavansville, Somerset Township, Somerset County,
PA
Real Estate tax prorations for Somerset County property
Total Debts
PRINCIPAL REALTY CONVERTED
CREDITS
June 26, 2003
June 26, 2003
October 31, 2003
Mortgage on Somerset property
Settlement charges for sale of Somerset property
Settlement charges for sale of 2114 Wentworth
Drive
Total Credits
RECAPlTULA nON
PRINCIP AL PERSONALTY
Debits
Credits
Balance
PRINCIPAL REALTY CONVERTED
Debits
Credits
Balance
BALANCE AVAILABLE FOR DISTRIBUTION
4
95,000.00
764.23
150,350.00
212.86
56,560.85
1,653.50
1,054.00
$246,327.09
$59,268.35
$67,653.09
$46,931.3 7
$20,721.72
$246,327.09
$59,268.35
$187,058.74
$207,780.46
PROPOSED DISTRIBUTION
HEIR Share Distribution
Talben Meyers One Third $69,260.15
Micah Meyers One Third $69,260.16
Patricia Meyers One Third $69,260.15
TOTAL $207,780.46
5
COMMONWEALTH OF PENNSYLVANIA
s
COUNTY OF YORK
Tracey Meyers, being duly sworn according to law, deposes and says that he is the Executrix of the
Estate of Patricia G. Meyers, deceased and that the information contained in the foregoing First and Final
Account in said Estate is true and correct to the best of her knowledge, information and belief.
Trac~
SWORN to and SUBSCRIBED
before me this (,;,14 day of
A/OK( L.
NolariaI Seal
lindaJ. McDaniel, Notary Public
FallView Twp., York ColIlty
My CommI8sIon ExpIres February 23, 2007
Member, AuocIation OfNOlalles
6
/
-
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
VlZ:
AUGUST 22,29, SEPTEMBER 5, 2003
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Meyers, Patricia G.. dec'd.
Late of Camp Hill Borough, Camp
Hill.
Administratrix: Tracey E. Meyers,
432 Harris Street, Harrisburg,
PA 17102.
Attorneys: Johnna J. Kopecky,
Esquire, Shagin & Anstine LLC,
300 North Second Street, 8th
Floor, Harrisburg, PAl 71 01.
~
SWORN TO AND SUBSCRIBED before me this
5 day of SEPTEMBER.. 2003
NOTARIAL EAL
LOIS E. SNYDER, Notary Public .
Carlisle Boro, Cumberland County
My CommtssIon expires March 5. 2005
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Lori Saylor, Classified Advertising Manager of THE SENTINEL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
July 31 & AUQust 7 & 14 , 2003
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
~1: ~'fh
August 20, 2003
Sworn to and subscribed before me this 20th
day of August, 2003.
Notary Public
My commission expires:
NOTARIAL SEAL
ELLEN, B RUNDLL ,\)otary Public
Mech~nt~sburg, ,Cumoenand County
t'Zj t;rj H H
H Ul Z Z
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Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
348
5/5/2005
PATRIOAG.MEYERS
21-03-0493
JOEL 0. SEGIRIST
568 OLD YORK ROAD
JA
ETTERS, PA 17319
Qty
1
Fee Description
Additional Probate
Fee
35.00
Total
$35.00
Total:
$35.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
348
5/5/2005
PATRIQA G. MEYERS
21-03-0493
JOEL O. SECHRIST
568 OLD YORK ROAD
JA
ETTERS, PA 17319
Qty Fee Description Fee Total
1 Additional Probate 35.00 $35.00
Total: Pel $35.00
~A OiLj (
Otecks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
FIRST AND FINAL ACCOUNT OF:
TRACEY MEYERS, EXECUTRIX
FOR THE ESTATE OF PATRICIA:
G. MEYERS, LATE OF CAMP
HILL BOROUGH, CUMBERLAND
COUNTY, PENNSYLVANIA,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
21-2003-0493
IN RE: CONFIRMATION OF ACCOUNTS
ORDER OF COURT
AND NOW, this 21st day of June, 2005, upon
consideration of the proposed confirmation of accounts with
respect to the estate of Patricia G. Meyers at No. 21-2003-0493
Orphans' Court, and pursuant to an agreement of counsel in the
person of Joel O. Sechrist, Esquire, on behalf of the estate, and
Nathan C. Wolf, Esquire, on behalf of a beneficiary, Michael
Meyers, this matter is continued until the next confirmation of
accounts proceeding on August 23, 2005, for purposes of
permitting the parties to attempt to amicably resolve a potential
dispute. It is noted that no objections have been filed as of
this time with respect to the first and final account of Tracey
Meyers, Executrix.
By the Court,
~
Joel O. Sechrist, Esquire
568 Old York Road
Etters, PA 17319
For the Estate
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Nathan C. Wolf, Esquire
37 South Hanover Street
Suite 201
Carlisle, PA 17013
For Michael Meyers
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July 19,2005
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle P A 17013
Joel O. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters PA 17319
717 938-3396
Facsimile 717 938-9613
RE: Estate of Patricia G. Meyers
No. 21-03-0493
To Whom It May Concern:
Enclosed is a check in the amount of$80.00 which your office has requested for
additional advertising for the First and Final Account in the Estate of Patricia G. Meyers. I
understand that the account will be on the August 23, 2005, list. If you have any questions,
please contact me.
1m
'(ery trulY" YOUf:D
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for o!Sechrist
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NATHAN C. WOLF, ESQUIRE
A TIORNEY ID NO. 87380
37 SOUTH HANOVER STREET, SUITE 201
CARUSLE PA 17013
(717) 241-4436
ATIORNEY FOR PETITIONER
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IN RE: ESTATE OF
PATRICIA G. MEYERS, Deceased
c.-)
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: IN THE COURT OF COMMON PLEA~WF ;',:
: CUMBERLAND COUNTY, PENNSYLVANIA CJ
: ORPHAN'S COURT DIVISION ~
: NO. 21-03-0493
QiijEC~OACCOUNI
NOW comes the Petitioner, Micah Meyers, by her attorney, Nathan C. Wolf, Esquire, and
files these objections to the account filed by Tracey Meyers, executrix of the Estate of Patricia G.
Meyers, deceased, representing as follows:
1. Petitioner is Micah Meyers, an adult individual residing at 77 Partridge Circle,
Gtrlisle, Cumberland County, Pennsylvania 17013.
2. Decedent previously resided in 2114 Wentworth Drive, Camp Hill, Cumberland
County, Pennsylvania.
3. Decedent executed a last will and testament in Pennsylvania on January 26, 1984,
4. Said will provided, inter alia, for the appointment of Daniel Meyers, as executor of
the estate, and provided for the appointment of Somerset Trust Companyas substitute executor.
5. Sometime after the execution of the will, the decedent amended her will and
appointed her daughter, Tracey Meyers as the substitute executrix in the place of Somerset Trust
Company.
6. Decedent subsequently died on May 17, 2003 while traveling in Florida.
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7. Following the death of the decedent, Tracey Meyers, filed a petition for probate and
grant of letters.
8. On or about June 13, 2003, the petitioner, son of the decedent and brother of the
executrix filed a renunciation and requested that the Register grant letters of administration to the
executrix.
9. On or about June 10, 2003, Talben Meyers, brother of petitioner and executrix and
son of the decedent, filed a renunciation and requested that the Register grant letters of
administration to the executrix.
10. Pursuant to the provisions of the will of the decedent, Tracey Meyers, Talben Meyers
and Micah Meyers, petitioner are to receive equal shares of the residuary of the estate.
11. Following the grant of letters, the petitioner was presented with a request that he
disclaim any interest in a property located in Harrisburg, Dauphin County, Pennsylvania, in which
his sister, the executrix, resided. This requested was explained by the purported intention of the
decedent to transfer the property to executrix completely.
12. Thereafter, upon receipt of the account filed in this matter on or about May 5,2005,
the petitioner found multiple discrepancies in the accounting.
13. Through counsel, these discrepancies were brought to the attention of executrix,
through her counsel.
14. Inter alia, the estate assets of approximately $200,000.00 had been held in excess of
one year prior to the filing of the account, in a non-interest bearing account.
15. Furthermore, the executrix claimed reimbursement for expenses and a corrunission
in excess of $15,000.00.
16. Executrix furthermore provided petitioner, through counsel with a spreadsheet
purporting to document her time expended on behalf of the estate, which showed only
approximately half of the hours claimed to have been expended in the course of negotiations to
resolve the matter.
17. Petitioner believes that the Executrix's corrunission is excessive in light of the
additional non-probate assets received to the Executrix, the errors in the stating of the account and
in the inheritance tax return filed on behalf of the estate resulting in the necessity of an amended
inheritance tax return, the failure to handle the assets of the estate in a prudent fashion (i.e. failing to
hold assets in an interest bearing account for approximately one year), and the overstatement of time
involved in the administration of the estate revealed in the course of negotiations.
18. Petitioner has attempted through counsel to resolve the apparent discrepancies in the
information, but to no avail.
19. Petitioner initiates the instant action in the hopes that this issue will meet a timely
resolution and that the accuracy of the information purported on the inheritance tax return and the
account will be verified, the whatever reasonable extent possible.
20. Petitioner seeks an Order sustaining the objections or appointing an auditor to
resolve the objections.
21. Alternatively, Petitioner seeks an Order allowing for an additional sixty (60) days to
resolve the issues presented through additional discovery, to allow for the most efficient resolution
of this matter.
WHEREFORE, Petitioner Micah L. Meyers respectfully requests that this Honorable Court
issue an Order either appoint an auditor to examine the account, sustain the objections of the
petitioner, or altemative\yTracey Meyers, to pennit an additional sixty (60) days discovery and a
swift resolution in this matter, and order any other relief as the umrt deems appropriate.
Dated:
olf",ESquire
37 S th Hanover Street, Suites 201
C lisle,pA 17013
S erne Court ID 87380
Attorney for Petitioner
VERIFICATION
I, Nathan C. Wolf, Counsel for Petitioner, hereby certify that the facts stated in the
foregoing objections are true and correct to the best of my knowledge, information and belief. I
understand that false statements made herein are subject to the penalties of 18 Pa.C.S. Section 4904,
relating to unsworn falsification to authorities.
Date:
FIRST AND FINAL ACCOUNT OF:
TRACEY MEYERS, EXECUTRIX
FOR THE ESTATE OF PATRICIA:
G. MEYERS, LATE OF CAMP
HILL BOROUGH, CUMBERLAND
COUNTY, PENNSYLVANIA,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
21-2003-0493
IN RE: OBJECTIONS TO ACCOUNT
ORDER OF COURT
AND NOW, this 23rd day of August, 2005, upon
consideration of the objections to account filed by Micah Meyers
in the above-captioned matter, and pursuant to an agreement of
counsel in the person of Joel o. Sechrist, Esquire, on behalf of
the estate, and Nathan C. Wolf, Esquire, on behalf of the
objector, action upon this first and final account is deferred
for a period of 60 days, during which counsel anticipate that
they may be able to resolve the matter without appointment of an
auditor.
Counsel are requested to contact the Court at
such time as a confirmation of the account is requested or an
appointment of an auditor is deemed appropriate.
By the Court,
Joel o. Sechrist, Esquire
568 Old York Road
Etters, PA 17319
Nathan C. Wolf, Esquire
37 South Hanover Street
Suite 201
Carlisle, PA 17013
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NATHAN C. WOLF, ESQUIRE
ATTORNEY In NO. 87380
37 SOUTH HANOVER STREET, SUITE 201
CARLISLE PA 17013
(717) 241-4436
ATTORNEY FOR PETITIONER
IN RE: ESTATE OF
PATRICIA G. MEYERS, Deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHAN'S COURT DIVISION
: NO. 21-03-0493
PRAECIPE
TO THE CLERK OF THE ORPHAN'S COURT:
Kindly mark the objections filed by the Objector Micah Meyers, to the accounting and
proposed distribution of the Estate of Patricia Meyers, filed by the Executrix, Tracey Meyers,
withdrawn. The objections being thus withdrawn, Micah Meyers, residual beneficiary of the estate
hereby waives any further notice required for confirmation of the accounting and distribution of the
estate.
Respectfully Submitted,
WOLF & WOLF
Dated:
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By:
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Joel o. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters P A 17319
717 938-3396
Facsimile 717 938-9613
February 10,2006
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle PAl 70 13
RE: Estate of Patricia G. Meyers
To Whom It May Concern:
Enclosed is an original of the Agreement between Tracey Meyers, Executrix of the Estate
of Patricia G. Meyers and Micah Meyers, together with an original and three copies of a Praecipe
to Withdraw the objections previously filed by Micah Meyers. Please file the originals of both of
these documents. I further request that you return to me in the enclosed envelope the clocked in
copies of the Praecipe to Withdraw.
The parties have agreed to make distribution on the basis of the enclosed Agreement.
Therefore, audit of the Account by the Court is no longer necessary.
Thank you very much for your assistance in this matter, and if you have any questions
please contact me.
JOS:lm
Enclosures
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
INRE:
Estate of Patricia G. Meyers
No. 21-2003-0493
AGREEMENT
J"', () L
THIS AGREEMENT entered into this ?-! -- day of !JI~ (' ~ "" ~'- ,2005, by
and between Tracey Meyers, Executrix of the Estate of Patricia G. Meyers, hereinafter referred to
as Tracey, and Micah Meyers, hereinafter referred to as Micah.
WHEREAS, the parties hereto are two of the children of Patricia G. Meyers who died
May 17,2003; and
WHEREAS, Tracey is the Executrix of the aforementioned estate; and
WHEREAS, Tracey filed an Account with the Orphans' Court Division ofthe
Cumberland County, Pennsylvania Court of Common Pleas; and
WHEREAS, Micah filed Objections to the aforementioned Account; and
WHEREAS, without conceding any of the allegations set forth in the aforementioned
objections, Tracey has agreed to a settlement with Micah; and
WHEREAS, the within Agreement sets forth the terms of that settlement,
NOW, THEREFORE, for and inconsideration of the mutual covenants herein contained,
the parties agree as follows:
1. The above recitals are incorporated herein by reference.
2. The parties agree that Micah shall receive distribution from the estate as set forth
in the account in the amount of $69,260.16.
3. In addition, Micah shall receive the sum of $3,000.00, together with one third of
the interest which has been earned on the estate checking account since the filing
of the Account with the Cumberland County Orphans' Court Division.
4. Upon the receipt of the aforementioned funds, Micah acknowledges that he has
received his full share of the estate of Patricia G. Meyers and that he releases and
forever discharges Tracey, individually and as Executrix of the Estate of Patricia
G. Meyers, her heirs, executors, and administrators, of and from all act~ops,
duties, claims and demands whatsoever from the beginning of thewQf~d-to the
date of these presents and agrees that the Orphans' Court ofCumbetiaild County,
Pennsylvania, may discharge the said Executrix upon application and without
further notice to him. .,_. .'
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INTENDING TO BE LEGALLY BOUND, the parties have executed this Agreement the
date first above written.
T~~~'
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MiCah Meyers /
2
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
MEYERS TRACEY
432 HARRIS STREET
HARRISBURG, PA 17102
RE: Estate of MEYERS PATRICIA G
File Number: 2003-00493
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/17/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
KOPECKY JOHNNA J, ESQ.
26 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of MEYERS PATRICIA G
File Number: 2003-00493
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/17/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
In Re: Estate of
MEYERS PATRICIA G
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2003-00493
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: MEYERS TRACEY
Counsel for Personal Representative: KOPECKY JOHNNA J, ESQ.
Date of Decedent's Death: 5/17/2003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
5/31/2006
1/1 ~ .6- ~ ()
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Glenda Farner Strasbaugh f
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
In Re: Estate of
MEYERS PATRICIA G
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2003-00493
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: MEYERS TRACEY
Counsel for Personal Representative: KOPECKY JOHNNA J, ESQ.
Date of Decedent's Death: 5/1712003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Com1 Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
5/31/2006
In V .6-~
/604'h~~JJ4:b~. .....;;..t
Glenda Farner Strasbaughj
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
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Register of Wills of Cumberland County
Name of Decedent:
-€-JoS'
Date of Death:
Estate No.:
.Pursuant to Rule 6.12 of the Supreme Court rpbaIJ.s' Court Rules, I report the following
with respect to completion oftbe administration oftb above-captioned estate:
"', L, Srate.whetiw a.dm:inistrationd'~e
Yes ~ No 0
2. If the answer is No, state whe:n the perso
the administration will be complete:
is.COlUQlete; .____.__'-..,,____....
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representative reasonably believes that
J, If the answer to No. 1 is Yes, state the fo lowing:
a. Did the person~epresentative iile final account -wilh the Court?
Yes 0 No )21
b. The separate Orphans' Court No. (' any) for the pe:rson.a1 representative's
account is:
e. Did the personal representative sta an account infonnally to the parties in
interest?Yes)Z No 0 .
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568 Old York Road
Etters PA 17319
717 938-3396
Facsimile 717 938-9613
October 19,2006
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle P A 17013
RE: Estate of Patricia G. Meyers
To Whom It May Concern:
Enclosed is a release in regard to the above estate which I request that you file. Thank
you very much for your assistance in this matter.
JOS:lm
Enclosures
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: Estate of Patricia G. Meyers
No.21-03-0493
Late of Township, County, Pennsylvania
RELEASE
T ~ \ to ~~~~~~ ..J\.
KNOW ALL MEN BY THESE PRESENTS, that I~.b!~ i M.l. :Meyers, do hereby
acknowledge that I have this date receiv om Tracey Meyers, Executrix of the Estate of
Patricia G. Meyers, the sum of .09, representing my share of the Estate of Patricia G.
Meyers. :$lo ~.) I 9 .., . 0 C} A
I therefore release and forever discharge the said Executrix, individually and as Executrix
of the Estate of Patricia G. Meyers, her heirs, Executors, and administrators, of and from all
actions, duties, claims and demands whatsoever from the beginning of the world to the date of
these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County,
Pennsylvania, may discharge the said Executrix upon application and without further notice to
me.
AND the undersigned, in consideration of said payment and transfer, does hereby agree,
upon written request of the Executrix to refund to the said Estate pro-rata whatever assets, in
kind or in cash, that may be necessary in the future to discharge any liabilities of the Estate.
IN WITNESS WHEREOF, I have hereunto set my hand this ,~ day of
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WITNESS:
~~
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Talben Meyers
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Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
KOPECKY JOHNNA J, ESQ.
26 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of MEYERS PATRICIA G
File Number: 2003-00493
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of c?mpleted or uncompleted administration.
This filing is due by:
5/17/2006
Please feel free to contact this.~ffice with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
['
LAW OFFICES
S HAG! N ~ AN STI N E LLC
300 NORTH SECOND STREET, 8TH FLOOR
P.O. Box 1225
HARRISBURG, PENNSYLVANIA 17108-1225
www.shaginanstine com
JOHNNA ~1. KOPECKY
jkopecky@shaginanstine.com
Glenda Farner Strasbaugh
Cumberland County Register of Wills
~n~ ~',pl~rthpitca Cq»arP
Carlisle, PA 1.7013
re: Estate of Patricia G. Meyers
File No. 2003-00493
~~~ `
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(717) 221-III I
FAx (717) 221-III O
May 2, 2005
Dear Ms. Strasbaugh:
I am in receipt of the Status Report filing and Notice I received in the mail today regarding the
above-captioned estate. Please be advised that I do not represent the estate, in that the personal
representative, Tracey Meyers, retrieved the file from my office in November of 2003.
I note that you have also sent her a copy, so I hope that she has sent in the appropriate filing by
this time. Should you have any questions, please do not hesitate to contact me.
Very truly yours,
Jo a J. Kopecky, Esqui