HomeMy WebLinkAbout04-0137Register of Wills of Cumberland County, Pennsylvania
Estate of
PETITION FOR GRANT OF LETTERS
JOANNE L. MYERS No.
Deceased Social Security No. 136-26-9482
'04 FEB 11 73:19
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:) ~..,.:~ :.~ .. :. ;t
A. Probate and Grant of l:~-'n~'{/er ~{tia~ Petitioner is the executrix named in the Last Will of
the Decedent, dated November 3, 1998
Appointed Co-Executor, Philip N. Myers, Jr., renounced
State relevant circumstances, e.g. renunciation, death of Executor, etc.
and codicil(s) dated
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of
the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if any) and heirs:
Name Relationship Residence
COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in
Cumberland County, Pennsylvania, with his last family or principal residence at
1918 High Street, Borough of Camp Hill
(List street, number and municipality)
Decedent, then 66 years of age, died Auqust 12, 2003 at
(Location)
1918 HiRh Street, Camp Hill, PA
Decedent 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 ...................................................................................................................... $
Total ......................................................................................................... $
7,000.00
-0-
7,000.00
Real Estate situated as follows:
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Typed or printed name and residence
Roger W. Smith
601 State St., Apt. #2, Enola, PA 17025
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s)
of the Decedent, Petitioner(s) will well and truly administer the estate accordin(g_to law.
Sworn to and affirmed and subscribed ~ R ER W. SM~H ~
Before me this \~-W~ day of ¢
Estate of JOANNE L. MYERS , Deceased.
Social Security No: 136-26-9482
Date of Death:
8/12/2003
,_.,4.
AND NOW, ,~. ~ ,2004, in consideration of the Petition on the reverse side
hereon, satisfa'-ctory proof l~ving been presented before me,
IT IS DECREED that Letters Testamentary
d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate
are hereby granted to
ROGER W. SMITH
in the above estate and that the instrument(s) dated November 3, 1998
described in the Petition be admitted to probate and filed of record as the last Will of the Decedent.
FEES
Letters ........................... $ i'-I[ b .I;~)
Short Certificate(s)
Renunciation ..............
Affidavit ( ) ..................
Extra Pages ( ) .......
Codicil ............................
JCP Fee .......................
Inventory ......................
Other ..............................
$ 5.0o
$ t,-, ,o0
$
L ~R~gister ~f-~ills - ~ --' L~ ~
$ t c~ .c:>(_.~ Attorney: Edmund G. Myers
$ I.D. No: 20558
Address: Johnson, Duffle, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
TOTAL ......... $ "-] L¢ .OO Telephone: 717-761-4540
RENUNCIATION
IN RE: ESTATE OF JOANNE L. MYERS,
deceased.
To the Register of Wills of
CUMBERLAND
County, Pennsylvania.
The undersigned appointed Co-Executor of
the above-decedent, hereby renounces the right to administer the estate and respectfully asks that
Letters Testamentary be issued to
Roger W. Smith
Sworn to and Subscribed
before me this day
of February, 2004.
Notary Public
Philip' N. .
2213 Spruce Shadows Lane
P. O. Box 99811
Raleigh, NC 27624
6L:£d IL 83J ~'0.
;05.905
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
3059721
No.
Charles Hardester
State Registrar
JAN 02 200
Date
66
Joanne L Myers
UNDER 1 YEAR UNDER 1 DAY
Holm Mm
20,1937
Russell Johnson
Roger W. Smith
Cumberland Camp Hill
Records ~
I1~.' Stat~ of PA
1918 High Street I~cru^t
Camp Hill, PA 17011 ~'~
,. Female ,.136-26-9482
qew Jersey1~,..~.., [] E,x~.,~ [] ,o~ [] ~ []
1918 High Street ~1 v,, [] ,~,,.,~,~e~.
~.August 12, 2003
on -O-Lite Crematory ~,i:~i'KI~
, lat~.
10:20 ?. 2003 v.. '~{l ~[-]
~t~. ~~ ~. ~ ~,~ ~ ~ m~.~ ............ .
~~ .. Undete~ined
---- ---~, ---------.i--~.~ ..................................................... ~ I,b -- Coroner
STATE OffiCl-37-O00,
I~1, November 21, 2003
~Z~T~ Michael L. Norris, Coroner
6375 Basehore Road, Suite ~1
Mechantcsburg, Pa. 17050
,. JAN 0 2 ZOO4
LAST WILL AND TESTAMENT
OF
JOANNE L. MYERS
I, JOANNE L. MYERS, a widow, of the Borough of Camp Hill, County of
Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making void any and all Wills or testamentary writings
by me at any time heretofore made.
FIRST: I direct that all my debts, funeral expenses and inheritance taxes
be paid by my personal representative, hereinafter named, as soon after my death as
may be practicable.
SECOND: I give and bequeath any of the personal ornaments which had
belonged to my deceased husband, Philip, which are in my possession at my death to
his two children, Philip N. Myers, Jr., and Adam L. Myers, in equal shares, per capita.
I here mention that I have bequeathed no other assets to Philip and Adam not because
of any lack of affection or respect for these two fine men but simply because I believe
they will be receiving assets from their father's family. Further, in this regard, and during
my lifetime, I have delivered most of the personal ornaments which had belonged to my
husband, Philip, to his two children herein mentioned.
THIRD: I give, devise and bequeath all the rest, residue and remainder
of my Estate, be it real, personal and mixed, of whatever nature and wheresoever the
same may be situate to my son, Roger W. Smith, who presently resides in Camp Hill,
Pennsylvania, providing he is living at my death.
FOURTH: Should my son, Roger W. Smith, predecease me or not be
living at my death, I give, devise and bequeath all the rest, residue and remainder of my
estate, be it real, personal or mixed of whatever nature and wheresoever the same may
be situate to his son, Roger W. Smith, who presently resides in Altamonte, Florida.
FIFTH: I hereby nominate, constitute and appoint Roger W. Smith of
1918 High Street, Camp Hill, Pennsylvania, and Philip N. Myers, Jr. of 6123 Farrington
Road, Apartment C9, Chapel Hill, North Carolina, to serve as co-Executors of this, my
Last Will and Testament. Should either Roger W. Smith or Philip N. Myers, Jr. fail to
qualify or cease to act as co-Executor, I hereby nominate, constitute and appoint my
sister, Lois R. Cole of 5208 Third Park Avenue, Sacramento, California, as co-Executor.
I further direct that my personal representatives shall serve without bond. Said personal
representatives shall have the power to discharge all the debts, liens and encumbrances
upon my Estate, as well as any taxes thereon, to pay for the cost of the final disposition
of my remains and final illness, if any, to receive any and all commissions and other
compensation for services rendered by me during my lifetime and to perform any and all
fiduciary duties authorized by statute. Further, I direct my personal representative to
preserve my Estate and any instructions pertaining to the distribution of the same from
any attachment or anticipation while in the hands of my personal representative, it being
my express intent that all legacies shall be free from any attachment or anticipation while
in the hands of the accountant for my Estate.
IN WITNESS WHEREOF, I, JOANNE L. MYERS, have signed, sealed, published
and declared this to be my Last Will and Testament, consisting of this and two (2)
additional pages in the margin of each of which I have also set my hand for greater
security and better identification this '-Z/~ day of x','~~ ,1998.
~.~-"Joanne L. Myers"" U
The preceding instrument, consisting of this and two (2) other typewritten
pages, each identified by the signature of the Testatrix, was on the day and date hereof
signed, sealed, published and declared by JOANNE L. MYERS, Testatrix herein named
as and for her Last Will, in the presence of us, who at her request, in her presence and
in the presence of each other have hereunto subscribed our names as witnesses hereto.
We further certify that at the time of the execution hereof, the said JOANNE L. MYERS
was of sound and disposing mind, memory and understanding.
2
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
SS:
I, JOANNE L. MYERS, Testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will and Testament; that I signed
it willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and ackr)owledged before me by JOANNE L. MYERS, the
Testatrix, this --.¢ ~ day of ~>Z--~:¢-~~/ , 1998.
Not?~)~ Public"
My commission expires:
(Seal)
AG~ES,:,. m N~HIOt, ~ota~ Fub~ic
Hardsbt~r0, Da~jphin
My Com~aissi~n ~pires ~une i9, 2002
~mber, PennsyNanle ~o~n ~f Nota~es
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
SS:
the witnesses ',I~1~'~~s are signed'¥°~-I~e att~hed or~oregoTng instrument, being
duly qualified according to law, do depose 'and say that we were present and saw
JOANNE L. MYERS, Testatrix, sign and execute the instrument as her Last Will and
Testament; that JOANNE L. MYERS signed willingly, and that she executed it as her free
and voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge,
the Testatrix was at that time 18 or more years of age, of sound mind, and under no
constraint or undue influence.
Sworn to aRd subscribe~before me ~
thi.~ ,.¢~.~ day of ~~~
,1998.
No~lry Public / /
My~commiSsion expires: ~/~ 7/ ~-~
(Seal) /
AG~ES g~. M~Cf, Nota~ F~b~c ~
Harrisb;~r~, ~up~in Coun~
~ Commission ~pires June 19, 200~
Member, Pennsy~nia ~s~iation of Notades
It~tltRY 1~. I~RICli~I~R~ dR.
ATTORNEY AT LAW
40? NORTH FRONT STREET
17101-1296
.v:? .... , .... REV-1500
COMMONWE^LT~OEPENNSY'VAN,A INHERITANCE TAX RETURN
DEPARTMENT OF REVENUE
OE~T. 28o60, RESIDENT DECEDENT
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
MYERS, JOANNE L.
~ DATE OF DEAT~ ~MM-DD-YEAR) TD-,~¥E OVBIRTH (MM:DD-YEAR)
,?, 08/12/2003 05/20/1937
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) -
OFFICIAl.. USE ONLY
FILE NUMBER
21 04 00137
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
136-26-9482
--~HIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
O0
- [] 1. Original Return [] 2. Supplemental Return BI 3. Remainder Return (date of death priorto 12-13-82)
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after [] 5. Federal Estate Tax Return Required
12-12-82}
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
12-31-91 and 1-1-95)
NAME COMPLETE MAILING ADDRESS
EDMUND G. MYERS
FIRM NAME (If applicable) ~
JOHNSON, DUFFIE, STEWART & WEIDNER
TELEP.0~ NUM~
717/761-4540
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
3. Closely Held Corporation,' Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
301 Market St.
Lemoyne, PA 17043-0109
None
None~'
None,:"
None
7,484.70
None
None
OFFiCiAl. USE ONLY
(8)
11. Total Deductions (total Lines 9 & 10)
7,518.70
7,484.70
(11)
7,518.70
12. Net Value of Estate (Line 8 minus Line 11 )
(12)
insolvent
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax(Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
x .045 (16)
17.Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x ,15 (18)
19. Tax Due (19)
20. []
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
D~cedent's Complete Address:
STREET ADDR~ESS
1918 HIGH STREET
CITY , STATE ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total InterestJPenalty (D + E) (3) 0.00
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is theOVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) 0 o 00
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; ............................................................................. I I ~[~
b. retain the right to designate who shall use the property transferred or its income; ................................
c. retain a reversionary interest; or. ...........................................................................................................
d. receive the promise for life of either payments, benefits or care? ...........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration& ................................................................................................................ [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death2 ....... [] []
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. Declaration
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE~E'~ FILING RETURN .4 ADDRESS
ROGER~. SMITH . \ I ~ I1
SIGNATURE OF PE-"P,~N RESPdN~-IBLE FOR FILING RE~URN ADDRESS
601 STATE ST., APT. #2
ENOLA, PA 17025
DATE
'DfTE'/
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE
~:!)~J3~2 G. MyffR~S//I; 301 Market St.
~,~J ~ . Lemoyne, PA 17043-0109
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 statutedoes not exempta 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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MYERS, JOANNE L.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 04- 00137
Include the proceeds of litigation and the date the proceeds were received by the estate~dl property jointly-owned with the right of
survivorsh,p must be disclosed on schedule F.
ITEM
NUMBER
l
DESCRIPTION
-199~ Cadillac DeVille Sedan 4D- 134,000 miles. Date of death value
1991 Chevrolet 1500 Pickup Long Bed
Date of death value
1985 Cadillac Eldorado Coupe 2D
Date of death value
Pennsylvania State Employees Credit Union
Account No. 8402924834
Regular Share Account - date of death balance
Pennsylvania State Employees Credit Union
Account No. 8402924834
Checking Shares - date of death balance
M&T Bank - Checking Account No. 98240404
Date of death balance
Household Goods - sold at Auction - net proceeds.
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
740.00
1,265.00
325.00
41.80
798.24
114.66
4,200.00
7,484.70
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPEN,.~S &
ADMNSTRATIVE COSTS
ESTATE OF MYERS, JOANNE L. I FILE NUMBER
21 - 04 - 00137
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Musselman Funeral Home - funeral expenses
Gingrich Memorials - Marker
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
ROGER W. SMITH
iN Number of Personal Representative(s):
' treet Address T TE ST., APT. #2
City ENOLA State PA Zip 17025
Year(s) Commission paid
Attorney's Fees Johnson, Duffle, Stewart & Weidner
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Roger W. Smith
Street Address 1918 HIGH STREET
City CAMP HILL State PA
Relationship of Claimant to Decedent Son
Probate Fees Register of Wills - Cumberland County
Zip 17011
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Register of Wills - File Inventory & Inheritance Tax Retum
Reserve for close-out costs
TOTAL (Also enter on line 9, Recapitulation)
2,815.70
400.00
370.00
275.00
3,500.00
55.00
28.00
75.00
7,518.70
REV-I,513 EX; (9-00) ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVAN~^ BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MYERS, JOANNE L.
NUMBER
1.
1
RELATIONSHIP TO
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ~ DECEDENT
i Do Not List Irusteels)
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Roger W. Smith Son
601 State Street, Apt. #2
Enola, PA 17025 i
FILE NUMBER
21-04-00137
AMOUNT OR SHARE
OF ESTATE
Residue
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she(
II.
i NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEErr
Register of Wills of Cumberland County, Pennsylvania
Estate of MYERS, JOANNE L.
also known as
INVENTORY
, Deceased
No. 21 - 04- 00137
Date of Death 8/12/2003
Social Security No. 136-26-9482
ROGER W. SMITH
The Personal Representative(s) of the above Estate, deCeased, verifythat the item~'appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney:
I.D. No.:
Personal Representati.~ ~
EDMUND G. MYERS Signature: ~[--~~ tx.,,,)
ROoER W. ITH
20558 Signature:
Signature:
Address:
Telephone:
301 Market St.
Lemoyne, PA 17043-0109
717/761-4540
Personal Property
Address: 601 STATE ST., APT. #2
ENOLA, PA 17025
Telephone: (717) 732-07!6
I/
1992 Cadillac DeVille Sedan 4D - 134,000 miles.
Date of death value
1991 Chevrolet 1500 Pickup Long Bed
Date of death value
1985 Cadillac Eldorado Coupe 2D
Date of death value
Pennsylvania State Employees Credit Union
Account No. 8402924834
Regular Share Account - date of death balance
740.00
00
';
325.00
41.80
Pennsylvania State Employees Credit Union
Account No. 8402924834
Checking Shares - date of death balance
798.24
M&T Bank - Checking Account No. 98240404
Date of death balance
114.66
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$7,484.70
Register of Wills of Cumberland County,
INVENTORY
Estate of MYERS, JOANNE L.
also known as
continued
, Deceased
Household Goods - sold at Auction - net proceeds.
Pennsylvania
No. 21-04-00137
Date of Death 8/12/2003
Social Security No. 136-26-9482
4,200.00
Total Personal Property
$7,484.70
2
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: JOANNE L. MYERS
Date of Death: August 12, 2003
Will No.: 2004-00137
Admin. No.:
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
February 11,2004.
Name
Address
Roger W. Smith, Beneficiary & Executor 601 State St., Apt. #2
Enola, PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date:
Signature
Capacity:
X
Name Edmund G. Myers, Attorney
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Personal Representative
Counsel for personal representative
BUREAU OF TNDZVZDUAL TAXES
THHERZTANCE TAX D/VXSZON
DEPT. Z8060!
HARRXSBURG, PA 171Z8-0601
COHHONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RE¥-1~47 EX AFP (01-05)
EDHUND G HYERS
JOHNSON ETAL
301HARKET ST
LEHOYNE
PA 170~$
DATE 06-1~-200~
ESTATE OF HYERS
DATE OF DEATH 08-12-2005
FILE NUNBER 21 0~-0157
COUNTY CUNBERLAND
ACH 101
Amount Remitted
JOANNE L
HAKE CHECK PAYABLE AND RENZT PAYHENT TO.'
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LTNE ~ RETAIN LONER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF TNHERZTANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLOk/ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HYERS JOANNE L FILE NO. 21 0q-0157 ACH 101 DATE
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATTON CONCERNTNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Hold Stock/Partnership /nterest (Schedule C) ($)
~. Hortgages/Notes Receivable (Schedule D) (~)
E. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule g) (7)
8. Total Assets
7zR8~.70
O0
00 NOTE: To insure proper
O0 credit to your account,
O0 subeit the upper portion
O0 of this fora with your
tax payeant.
O0
(8) 7,~8~.70
APPROVED DEDUCTTONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs~Misc. Expanses (Schedule H)
10. Debts/Mortgage L/abilitias/Lians (Schedule T)
11.
12.
1:5.
1~.
NOTE
7,518.70
(9)
(10) .00
Total Deduct/ons (11)
Net Value of Tax Return (12)
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (1:5)
Net Value of Estate Subject to Tax (lq)
Xf an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Aeount of L/ne 1~ at Spousal rata (15).
16. Aeount of L/ne lq taxable at L/heal/Class A rata (16).
17. Amount of Line 1~ at Sibling rata (17).
16. Aeount of Line 1~, taxable at Collateral/Class B rata (18).
19. Pr/nc/=al Tax Due ~
TAX CREDITS:
PAYflENT
DATE
RECEIPT / D/SCOUNT
NUNBER I ZNTEREST/PEN PAID (-)
· O0 x O0 =
· O0 x OR5 =
· O0 x 12 =
. O0 x 15 =
(19)=
IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ANOUNT PAID
7.518.70
$~.00-
.00
5~.00-
18 and 19 will
.00
.00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUEI .00
ZNTEREST AND PEN. . O0
TOTAL DUE . O0
( TF TOTAL DUE IS LESS THAN $1, NO PAYNENT TS REOUTRED.
TF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR)., YOU NAY BE DU~.~
A REFUND. SEE REVERSE STDE OF THTS FOR. FOR TNSTRUCTTONS., ~/~.
.00
.00
.00
RESERVATION:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECT[OHS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- tf any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Sect[on 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-B00-362-2050; services for taxpayers aith special hearing and / or
speaking needs: 1-8D0-447-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, 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.
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. 280601, Harrisburg, PA 1712B-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (52) discount of
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed 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 time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (SI) percent par annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .000548 ~'~-1991 1II .goos01 ~ 9Z .000247
1963 162 .O004SB 1992 9Z .D00247 2002 62 .000164
1984 llZ .000301 1993-1994 72 .000192 ZOOS 52 .00D137
1985 1SI .000S56 1995-1998 92 .000247 2004 42 .000110
1986 102 .000274 1999 7Z .000192
1987 IOZ .000274 ZOO0 7Z .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of tho assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOANNE L. MYERS
Date of Death: AUGUST 12, 2003
Will No.: 21-04-00137 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 X No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
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 X
B. The separate Orphans' Court No. (if any) for the personal
representative's account is:.
C. Did the personal representative state an account informally to the
parties in interest? Yes No X
Executor was the sole beneficiary - Estate was Insolvent.
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
Capacity:
Edmund G. Myers
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemoyne, PA 17043-0109
Address
(717) 761-4540
Telephone No.
Personal Representative
X Counsel for Personal Representative