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Home My WebLink About02-0169PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as ELIZABETH L. MEYER No. To: Deceased. Social Security No. 201-16-6660 21-02-169 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents .that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated April 29, 1994 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 112 East Ridge Street, Carlisle Borough. Decedent, then 76 years of age, died February 3, 2002, at Hershey Medical Center, Hershey, Pennsylvania. 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: 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 situated as follows: 112 East Ridge Street, Carlisle, PA $ unestimated $ $ unestimated WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Elizal~eth K. Vanek 435 Walnut Bottom Road Carlisle, PA 17013 (717) 243-3815 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are tree and correct to the. best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 13th day of Y , 2002. / ~/ Register' Eliza/b~t-h K. Vanek - No. 21-02-169 Estate of ELIZABETH L. MEYER, Deceased DECREE OF PROBATE AND GRANT OF LETTERS ANDNOW, FEBRUARY 13, 2002 ., in consideration ofthe petition on the reverse side . hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated April 29, 1994, described therein be admitted to probate and filed of record as the last will of Elizabeth L. Meyer and Letters Testamentary are hereby granted to Elizabeth K. Vanek. Will Book # 17 Page 42 l±ne 11 FEES Probate, Letters, Etc. $ 235.00 Short Certificates( ) $ i~QQ~,, -aes. l~h~at~on $ JCP $ 5.00 TOTAL $ 261.00 Filed FEBRUARY 13, 2002 R~/g~ter Offals-' ' / Mark A. Denlinger, Esquire (83794) ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243=3341 F:~FILES~DATAFILE~ESTATES\10555-p~tifio~.llr his is to certify that the information here given is correctly copied from an original certificate of death' duly filed with me as Lo, cai Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Local Registrar P 7 914 0 3 8 ~~~ FEB ""5 No. ~ Date 21-02-169 76 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH L. V~YE ~ F 203.-- 3.6- 6660 ~,~. o~,. '~w) ~ ~ F~.~ ~ ~ Feb. 11 uar~sle ~ D ~ D ~ M.S. ~ Medical Center Own Home 112 East Ridge Street Carlisle,PennsylvanialTQ Ral)h E. Gibson tbeth K. Vanek ... ~.Pennsylvan£a Cumberland Cora Rebecca .~bruary 7,2002 i~ery White Carlisle Knouse , Carlisle, Penna. 17013 eton Tw~. 3ounty, Penna, J 21-02-169 LAST WILL AND TESTAMENT OF ELIZABETH L. MEYER I, Elizabeth L. Meyer, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, household goods, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to such of my daughters as are living on the thirty-first day after my death, to be divided among them with due regard for their personal preferences in as nearly equal shares as practical. I direct that any of the foregoing articles not selected by such daughters shall be sold at public or private sale by my personal representative(s), and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue of my estate. ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to my daughters, provided that the share of any daughter who predeceases me or dies on or before the thirtieth day following my death shall be distributed to her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to the share or shares for my other daughters, or their then living issue, per stirpes. ITEM IV: Should any person entitled to a share of my estate not have attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath the share of each such person to his or her parent as Trustee, IN SEPARATE TRUST, to hold, manage, invest and reinvest the share so received and the accumulation of income thereon, and to use and apply the income and principal or so much thereof as, in the sole discretion of such Trustee, may be necessary or appropriate for such beneficiary's support, health and medical care, and education (including college education), or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to any person taking care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, such share shall be distributed to his or her personal representative(s) or estate, discharged of the trust. Should the parent herein appointed as Trustee for any beneficiary hereunder fail to qualify or cease to act as such, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, successor Trustee for such beneficiary under this Item IV. ITEM V: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM VI: I appoint my daughter, Elizabeth K. Vanek, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint my daughter, Kathleen A. Russell, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Executor of this my last Will. ITEM VII: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~day of ~ , 1994. The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Elizabeth L. Meyer, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence o~ each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : We, Elizabeth L. Meyer, John B. Fowler, III, and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~estatrix Witness Subscribed, sworn to and acknowledged before me by Elizabeth L. Meyer, the Testatrix, and subscribed and sworn to before me by John B. Fowler, III, and Mary M. Price, witnesses, this ~ day of ~~ ~y COmMiSSiON EXp,~ OCTO~qF.n lz, , 1994. Notary Publi~ >m~ o oC~ 0 F:\FILES\DATAF1LE\ESTATES\ 10555-notice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ELIZABETH L. MEYER Date of Death: February 3, 2002 File No. 2002-0169 To the Register: I certify that notice of estate administration 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 or about February 19, 2002. Elizabeth K. Vanek, 435 Walnut Bottom Road, Carlisle, PA 17013 Patricia L. Ross, 122 East Ridge Street, Carlisle, PA 17013 Kathleen A. Russell, 243 West Ridge Street, Carlisle, PA 17013 Date: February 19, 2002 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Signature ~/t~' A'~~e~ Name Mtirk A. Denlinger, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative MARTSON DEARDORFF WILl.lAMS & OTTO MDW R.O INFORMATION · ADVICE · ADVOCACY TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 FACSIMILE (717) 243-1850 INTERNET www. mdwo.com '02 ~i~i¥ May 2, 2002 ATTORNEYS ~ COUNSELLORS AT LAW WILLIAM E MARTSON JOHN B. FOWLER III EDWARD L. SCHOKPP DANIEL K. DEARDORFE THOMAS J. WILLIAMS * IVO V. OTTO III GEORGE B. FALLER JR.* CARL C. PHSCH MARK A. DENLINGER DAVID R. GALLOWAY · BOARD CERTIFIED CIVIL TRIAL SPECIALIST Mrs. Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Estate of Elizabeth L. Meyer Estate No. 21-02-0169 Date of Death: February 3, 2002 Dear Mrs. Lewis: Enclosed with this letter is estate check number 122 in the amount of $5,000.00 representing payment of PennsylVania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO Ivo V. Otto III IVO/clm Enclosure HAND DELIVERED F:\FILES\DATAFILE~ESTATES\ 10555~row. 1 INFORMATION · ADVICE ' ADVOCACYTM COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001142 IVO V OTTO ESQUIRE TEN EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 201-16-6660 FILE NUMBER: 2102-01 69 DECEDENT NAME: MEYER ELIZABETH L DATE OF PAYMENT: 05/02/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/03/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,000.00 REMARKS: TOTAL AMOUNT PAID- ELIZABETH K VANEK C/O IVO OTTO ESQUIRE $5,000.00 SEAL CHECK#122 INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS Estate Recoveries, Inc. Over 15 Yearv qf Service to the Financial lndusto, Register Of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 June 26, 2002 Estate Of Elizabeth L Meyer, der. eased. Our File#: MFL-26249 Estate #: 21-02-169 Dear Sir/Madam: Enclosed please find our claim regarding the above captioned estate which is being filed on behalf of Fleet Credit Card Services, L.P., creditor. A copy of this claim is being forwarded to Elizabeth K. Vanek, Representative for the estate. If you have any questions concerning the attached claim, please do not hesitate to contact this office. Sincerely, Nicole A. Pate, Ext. 149 NAP Enclosure See Reverse Side For Special State Disclosures. This communication is from a debt collector. This is an attempt to collect a debt and any information obtained will be used for that purpose. P.O. Box 24566, Baltimore, Maryland 21214 · 5543 Harford Road, Baltimore, Maryland 212/4 Monday- Friday 8:00 am- 6:00 pm Eastern Time · Telephone: 410-444-8022 ° 800-229-8472 · Fax: 410-426-4051 Special State Disclosures Colorado You may request Estate Recoveries, Inc. to cease calling you at your place of residence or place of employment. This request must be made in writiug and once received no further contact by telephone shall be made. If you refuse to pay the debt or you wish Estate Recoveries, Inc. to cease further communication with you, then this agency will not conununicate further with you with respect to such debt except for a written communication which: a. Advises you that this agency's further efforts are being terndnated; b. Notifies you that this agency may invoke specitied remedies which are ordinarily invoked by this agency; or c. Notifies you that the agency intends to invoke a specified remedy permitted by law. Estate Recoveries, Inc. is licensed by the Colorado Collection Agency Board, 1525 Sherman Street, Fifth Flool; Denven Colorado 81}2t}3. Do not send payments to this board. Maine The business hours tbr Estate Recoveries, Inc. are Monday - Friday 8:t}I} a.m. - 6:00 p.m. Eastern Time. This agency may be cuntacted using the fifth}wing numbers: 8110-229-8472 or 4 i 0-444-8022, Fax: 410-426-4051 Massachusetts Notice of Important Rights: You have the right to make a written or oral request that telephone calls regarding vonr debt not be made to you at your place of employment. Any such oral reqnest will be valid for only ten days ~mless you provide written confirmation of the request postmarked or delivered within seven days o1' such re- quest. You may terminate this request by writing to Estate Recoveries, Inc. at 15 Union Street, Lawrence, MA 01840. Hours fi}r Massachusetts are: Monday - Thursday: 8:00 a.m. - 8:00 p.m., Friday: 8:00 a.m. - 5:00 p.m., Saturday: 8:00 a.m. - 12:0t} p.m. Eastern Time. Minnesota Estate Recoveries, Inc. is licensed by the Minnesota I)epartment of Commerce. New York The license number fi}r Estate Recoveries, Inc. in New York City is as follows: 0976707 North Carolina The permit number for Estate Recoveries, Inc. in North Carolina is as follows: 3523 Tennessee This collection agency is licensed by the Collection Service Board, State Department of Commerce and Insurance, 500 James Robertson Parkway, Nashville, Tennessee 37243. IN THE MATTER OF ESTATE OF: ELIZABETH L MEYER STATE OF PENNSYLVANIA IN THE ORPHANS COURT OF CUMBERLAND COUNTY ESTATE#: 21-02-169 STATEMENT OF CLAIM 1. The creditor, Fleet Credit Card Services, L.P., certifies that there is due and owing by ELIZABETH L - MEYER, deceased, the sum of FIVE THOUSAND EIGHT HUNDRED EIGHTY FOUR DOLLARS AND SIXTY TWO CENTS ($ 5,884.62). 2. The nature of the claim is a VISA CARD account 4305500302280709, which was established in 12/23/01. 3. The name and address of the claimant is: Fleet Credit Card Services, L.P., 550 Blair Mill Road, Horsham, Pennsylvania 19044. 4. The name and address of the claimant's agent is: Nicole A. Pate, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on any one instrument. Said balance has accrued since the account was established. On behalf of Fleet Credit Card Services, L.P., creditor, I do solemnly declare and affu'm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. NICOLE A. PATE Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this June 26 2002. My Commission Expires: June 1, 2003. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION File No. 21-02-169 Estate of Elizabeth L Meyer ,Deceased NOTICE OF CLAIM by NICOLE A. PATE. AGENT FOR FLEET CREDIT CARD SERVICES. L,P. Filed Pursuant to Section 3532 (b) (2) of the Probate, Estate, and Fiduciary Code, 20 Pa. C.S.A §3532 (b) (2) . To the Clerk of the Orphans' Court Division: Enter the claim of NICOLE A. PATE. AGENT FOR FLEET CRV, nIT CARD SERVICES. L.P. (Claimant) in the amount of $5,884.62 estate· The Decedent, who resided at CarHsl% PA 17013-3927 (City) Pennsylvania, died on February 03. 2002 of said claim was given to Elizabeth K. Vanek his Counsel) against the above entitled 112 E. Ridge Street (Street Address) , Cumberland Written notice County, (Personal Representative, or · If known to claimant, at 435 Walnut Bottom Road Carlisle, PA 17013 (Address) ,on June 26, 2002 (Date) Claimant's Counsel: NICOLE A. PATE, AGENT , Claimant Post Office Box 24566, Baltimore, Maryland 21214 (Address) (Address) ~IZIg pugl~.~m. AI '°-~°un. Hglt 995~E xo~l 'O'd '~)NI 'S~IH~IAO~)~I ~IJ~VJ~S~ ;uagv 'O~d 'V ~lO~!N~ · opoD d~d oq~ jo (~) (q)zg$~ uo!~oS o~ ~ugns.~nd pop. j 'd"I 'S~IDIAH~S (Ih'VD J~I(I~ID J~q~t ~q uq. glD ~o o~!~ON Fleet JAN. 30, 2002I Account Number 4305 5003 0228 0709 For ~ccount Information call Cu*tomer s~'vlc, at 1-800-492-2500 or ~og on fo http:llmycard.fleet.com · For change of address plla~ un form on back. - Make check payableto Fleet Credff Card Services. FLEET CREDIT CARD SERVICE PO BOX 15368 WILMINGTON DE 19886-5368 !198865368682! ELIZABETH L MEYER 112 E RIDGE ST CARLISLE PA 17013-3927 !170133927124! 4305500302280709 0581143 0011600 ACCOUNT SUMMARY FOR ELIZABETH L MEYER Account .=.b.: 4305 5003 0228 0709 ~__~.. Fleet PLATINUM PAYM EN'r INFORMATION $0.00 l $116.00 $o.oo $1t6.00 JAN. 30, 2002 Total Credit Limit: $7,300.00 Available Credit: $1,488.57 ::: P~Y¢l~a!a~Tran~rets7: 5,800.00 o.oo [ + 11.43 Cash Advance Limit: $2,190.00 Billing Cycle Cl~ing Date: 01/03/02 Cash A~ance Available: $1,488.00 Days In Billing Cycle: 30 A RECORD OF YOUR CHARGES AND CREDITS Transaction Post~g Reference Date Date Number Transaction Descript~n Credits Charges 12/26 12/26 2442867B88Z49ZTDW BALANCE TRANSFER WILMINGTON DE 5,800.00 01/03 01/03 *FINANCE CHARGE* PURCHASES $11.43 CASH ADVANCE S0.00 11.43 For information on your account or to reach Fleet's Customer Service: ~O~ !'OT~:.:::~ :: :.'.T...:. :.:.' . :. 5;01:L43: 1- 800-492.2500 . CREQIT~: ...................... - 0.0P http://mycard.fleet.com PREVIOUS BALANCE ... + O.00. PO BOX 15480 WILMINGTON DE 19850-5480 .NEW ~ALANcE: ........ : $5811.43 ANNUAL PERCENTAGE RATE for purchases (including Balance Transfers}: 7.990% ANNUAL PERCENTAGE RATE for cash advances: 19.800% If you have a variable rote account, your periodic rates may vary. INFORMATION FOR YOU PROMOTIONAL SUMMARY AVEP~AGE DAILY BALANCE $1,741.52 OUTSTANDING BALAHCE $5,811.43 DAILY PERIODIC P~ATE .02189% ANNUAL PERCENTAGE RATE 7.990% FINANCE CHARGE $11.43 SEE REVERSE SIDE FORiMPORTANTINFORMATION 19 7 2 020103 Page 1 of 1 5449 0300 3821 O1AB5311 45256 (~. Fleet $232.00 Enclosed / ~ MAR. 3, 2002 ...... Account Numbe~ 4305 5003 0228 0709 Cu=tom.r Servlc. ~ 1~92-2500 or ~g on to h~p://mycard.flee~com FLEET CREDIT CARD SERVICE PO BOX 15368 WILMINGTON DE 19886-5368 98865368682! ELIZABETH L MEYER 112 E RIDGE ST CARLISLE PA 17013-3927 !170133927124! 4305500302280709 0596103 0023200 Detach at perfor&flon and return form above wRh paymenl. ACCOUNT SUMMARY FOR ELIZABETH L MEYER Fleet PLATINUM ~=o,,r, N~: 4305 5003 0228 0709 PAYMENT IN FORMATION [ $5,811.43 $.6.00 0.00 $116.00 [ + $o.o0 I + $232.00 + Cash ~u:lvam::e Limit: $:~,1~0.00 Cash Advance Available:S1,338.00 Total Credit Limit: $7,300.00 Available Credit: $1,338.97 73.19 35.00 41.41 $5,961.03 Billing Cycle Closing Date: 02/04/0: Days In Billing Cycle: 32 A RECORD OF YOUR CHARGES AND CREDITS Transaction PostingReference Dote Date Number Transaction Description CreditsCharges 01/06 01106 2463804QP06LR2Z9S HOME SHOP *050033008100800-2843900 FL 45.85 01/11 01/11 2463804QW0B7NN~AG HOMESHOP *050083553100800-2843900 FL 13.67 01/11 01111 2463804QW0B7NN97D HOME SHOP '050083553200800-2843900 FL 13.67 02/04 02/04 LATE FEE 35.00 02/04 02/04 *FINANCE CHARGE*PURCHASES $41.41 CASH ADVANCE $0.00 41.41 For information on your account or to reach Fleet's Customer Service: : 149;60 1.8DO-492-2500 http:l/mycard.fleeLcom i=~='"VJ~ :' ; "+ 5;8t1~43 PO BOX 15480 WILMINGTON DE 19850-5480 NEW BA~cE -..~ : .. : : :... ANN UAL PERCENTAGE RATE for purchases (including Balance Transfers): 8.011% ANNUAL PERCENTAGE RATE for cash arivances: 19.800% If you have a variable rata account, your periodic rates may vary. INFORMATION FOR YOU YOUR FIRST PAYMENT IS NOW PAST DUEl PLEASE MAKE YOUR PAYMENT TODAY. PROMOTIONAL SUMMARY AVERAGE DAILY BAIsANCE $5,831 . ! 9 OUTSTANDING BALANCE $5,852 . 27 DAILY PERIODIC RATE .02189% ANNUAL PERCENTAGE RATE 7. 990% F I ND2qCE CHARGE $40.84 SEE REVERSE SIDE FOR IMPORTANT INFORMATION. 19 7 2 020204 DPage i of 1 5449 0300 3821 OiAB53~1 166547 IN RE: ESTATE OF: ELIZABETH L. MEYERS DECEASED. ESTATE NO. 21-02-169 SATISFACTION AND RELEASE OF CLAIM The undersigned, Jaime L. Bengies, Agent for FLEET CREDIT CARD SERVICES, has received a payment of $5884.62 which satisfies the claim as filed for the date of death liability. This Satisfaction and Release of Claim is executed to acknowledge discharge of the claim and to release the estate and personal representative from all further liability with respect to the date of death liability on account number 4305500302280709. Executed this September 24, 2002. FLEET CREDIT CARD SERVICES ~IME BENGIES, Agent Estate Recoveries, Inc P.O. Box 24566 Baltimore, MD 21214 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001 675 DENLINGER MARK A TEN EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 201-16-6660 FILE NUMBER: 2102-01 69 DECEDENT NAME: MEYER ELIZABETH L DATE OF PAYMENT: 10/02/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/03/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $39.11 TOTAL AMOUNT PAID: $39.11 REMARKS: MARKA DENLINGER ESQUIRE SEAL CHECK# 154 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 21 02 00169 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MEYER, ELIZABETH L. ! DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 02/03/2002 i 02/11/1925 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 201-16-6660 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 1. Original Return [] 2. Supplemental Retum [] 3. Remainder Retum (date of death prior to 1~~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) NIAME COMPLETE MAILING ADDRESS Mark A. Denlinger ~IRM NAME (If appli~3ble) Martson Deardorff Williams & Otto iELEPHONE NUMBER 717/243-3341 Ten East High Street Carlisle, PA 17013 O 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (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) 11. Total Deductions (total Lines 9 & 10) 152,000.00, 39,513.99 None None 7,032.42 -0- None 62,432.96 18,285.22 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x o00 or transfers under Sec. 9116(a)(1.2) .... 16. Amount of Line 14 taxable at lineal rate 117,828.23 x .045 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. [] x .12 x .15 (8) 198,546.41 (11) 80,718.18 (12) 117,828.23 (13) (14) 117,828.23 (15) (16) (17) 5,302.27 (18) (19) 5,302.27 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS CiTY 112 East Ridge Street Carlisle '- ~+~'+-~--~ ...... ~IP' i~013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Pover~/Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 5,000.00 263.16 Total Credits (A + B + C) Total Interest/Penalty (D + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE 5,302.27 (1) (2) 5,263.16 0.00 (3) (4) 39.11 (5) (5A) (5B) 3 9.1 1 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 reversionary interest; or ............................................................................................................ d. receive the promise for life of either payments, benefits or care? ........................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 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 ~e~ief, 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 FOR FILING RETURN ADDRESS 435 Walnut Bottom Road DATE '~ Carlisle, PA 17013 /~,/// SIGN~i'0RE ~E~ON ~E-SF~OI{/glI~LE ~OR FILING RETURN ADDRESS DATE SIG NATU F~O F ,PREPA~RL~OTH-ER '~HAN REPRESENTATIVE ADDRESS DATE Ma . D ing · Ten East High Street ~~,~ Carlisle, PA 17013 "-I"1" For dates of death on or a~ter 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 SCHEDULE A REAL ESTATE ESTATE OF MEYER, ELIZABETH L. iFILE NUMBER 21-02-00169 Al real prope ,r~y owned solely or as.a. to. nant in c.o.,mm,on must .be re.~orted..at fair..mar.ket value. Fa.!r m.ark, et value !.s ,de,f!n,ed as the price at which property would be excnangeo between a wiuing buyer an(~ a willing sener, neimer oeing compened to Duy or se,, ootn naving reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Residence at 112 East Ridge Street, Borough of Carlisle, Cumberland County, PA, Parcel No. 152,000.00 03-22-0485-058; recorded in Deed Book "P", Volume 28, Page 576. Actual sale price. (See Settlement Statement attached) TOTAL (Also enter on Line 1, Recapitulation) 152,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEYER, ELIZABETH L. SCHEDULE B STOCKS&BONDS FILE NUMBER 21-02-00169 All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION + 250.235 shares Templeton Growth Fund, Class A ITEM NUMBER 1 2 3 4 5 6 7 8 382.338 shares Van Kampen, Enterprise Fd-B 1162.465 shares. Van Kampen, Comstock Fd-B 123.703 shares Van Kampen, Emerging Growth Fd-B 168.067 shares Van Kampen Technology Fd-B 6330.31 shares Van Kampen Reserve Fd-B 46.125 shares, Van Kampen Reserve Fd-B 5 shares, The Ridge Creek Gas & Oil Company Inc.,(no value) UNIT VALUE 12.25 15.65 36.125 5.235 1.00 12.135 0.00 VALUE AT DATE OF DEATH 4,399.13 4,683.64 18,192.58 4,468.77 879.83 6,330.31 559.73 0.00 TOTAL (Also enter on line 2, Recapitulation) 39,513.99 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEYER, ELIZABETH L. SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY FILE NUMBER 21 - 02- 00169 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 1 2 3 4 5 6 7 8 DESCRIPTION M&T Bank, Checking # 26780362333 Continental General, refund of premium State Farm Insurance, refund of vehicle premium Uncashed Travelers checks Proceeds from the sale of 1989 Oldsmobile Household goods, appraised value Thomas W. Warren, real estate taxes (proration) State Farm Insurance, refund of vehicle premium TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 2,888.51 119.61 76.01 50.00 1,300.00 1,064.00 1,321.29 213.00 7,032.42 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEYER, ELIZABETH L. SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21 - 02- 00169 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A John F. Gibson McCalister Church Road Brother Carlisle, PA 17013 JOINTLY OWNED PROPERTY: LETTER DATE ITEM FOR JOINT MADE NUMBER i TENANT JOINT 1 A 10/11/1969 DESCRIPTION OF PROPERTY ...... ~. .... 7 % OF DATE OF DEATH Include name of financial institution and bank account number uA/r- uP Ul:A/I-I ~ or similar identifying number. Attach deed for jointly-held real ............... DECD S VALUE OF estate, v~-u,- ur- ~oo,-~ INTEREST DECEDENT'S INTEREST 3 shares, The Ridge Creek Gas & Oil Company, Inc. ~.00 50% 0.00 (no value) TOTAL (Also enter on line 6, Recapitulation) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEYER, ELIZABETH L. FILE NUMBER 21 - 02- 00169 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1 2 3 DESCRIPTION AMOUNT FUNERAL EXPENSES: Ewing Brothers Funeral Home, Carlisle, PA Mabel Weirman Bible Class, funeral reception Mountain Lakes, funeral flowers ADMINISTRATIVE COSTS: Personal Representative's Commissions Elizabeth K. Vanek Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 435 Walnut Bottom Road, city Carlisle State PA Zip 17013 Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Patricia L. Ross Street Address 112 East Ridge Street City Carlisle State PA Relationship of Claimant to Decedent Daughter Probate Fees Register of Wills, Cumberland County, PA Zip 17013 Accountant's Fees Tax Return Preparer's Fees Kevin Benton, CPA Other Administrative Costs The Sentinel, advertising Letters of Testamentary Cumberland Law Journal, advertising Letters of Testamentary 9,195.00 67.84 132.50 8,750.00 8,750.00 3,500.00 261.00 155.00 93.83 75.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 31,452.79 62,432.96 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedub H ESTATE OF 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 MEYER, ELIZABETH L. Roy Gottshall, appraisal of household goods M&T Bank checkbooks IESI, PA Corp., trash dumpster Dauphin Oil, oil service pending disposition of real estate Carlisle Borough, water/sewer service pending disposition of real estate PPL, electric service pending disposition of real estate Sprint, telephone service pending disposition of real estate UGI, gas service pending disposition of real estate State Farm Insurance, vehicle insurance installments pending sale State Farm Insurance, homeowners insurance installments pending disposition M&T Bank, fees Thomas Orlousky, painting and repairs The Hangman, wallpaper repair George Fitzpatrick Plumbing, plumbing repairs Rodney's Electric, electric repairs Real estate taxes (see proration on Sch. E) ERA/NRT, Inc., real estate commission George Ebener & Asso., real estate commission Notary fees Home Warranty LaMaster Roofing, roof repairs to sell home County of Cumberland, 1% of realty transfer tax Radon mitigation FILE NUMBER 21 02-00169 45.00 28.90 170.00 412.25 144.00 867.25 355.35 162.16 64.34 460.42 14.00 1,945.00 220.00 124.00 635.12 1,385.00 4,535.00 4,585.00 10.00 385.00 7,560.00 1,520.00 750.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H ESTATE OF 26 27 28 MEYER, ELIZABETH L. Buyer's Closing Costs paid by the Estate Register of Wills, filing fee, inheritance tax return Reserved for additional probate fee, filing account, Releases FILE NUMBER 21 02-00169 4,560.00 15.00 500.00 Page 3 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF MEYER, ELIZABETH L. Include unreimbursed medical expenses. iF~LE NUMBER 21 - 02- 00169 ITEM NUMBER 1 2 3 4 5 6 7 8 9 l0 11 12 13 14 DESCRIPTION Fleet Credit Card, Account # 4305 5003 0228 0709 Orrstown Bank, loan # ] 60029431, payoff (sec settlement statement attached) Darlene Meyer, persona] tax £rom 1/]/02 Darlene Meyer, real estate tax £rom ]/1/02 Dauphin Oil, payment due on account balance Scars Master Card Mas]and Associates, accotmt payable Carlisle Regional Medical Center, account payable Carhs]e Borough, water/sewer, payment due on account PPL, payment due on account UGI, payment due on account Sprint, payment due on account West Shore Emergency Medical Service Cumberland Goodwill EMS AMOUNT 5,884.62 10,857.45 9.90 613.46 113.00 20.79 48.03 57.64 26.80 134.93 28.22 49.32 416.60 24.46 TOTAL (Also enter on Line 10, Recapitulation) 18,285.22 REV-1513 EX+ (9-00)~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF MEYER, ELIZABETH L. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1 TAXABLE DISTRIBUTIONS (include outright spousal distributions) Elizabeth L. VancE 435 Walnut Bottom Road Carlisle, PA 17013 Patricia L. Ross 112 East Ridge Street Carlisle, PA 17013 Kathleen A. Russell 243 West Ridge Street Carlisle, PA 17013 I FILE NUMBER 21 - 02- 00169 RE T ONSHi T$ AMOUNT OR SH^RE DEGEDENT OF ESTATE Do btO~LlJst Trustee(s).. -- Daughter 1/3 of estate residue Daughter 1/3 of estate residue Daughter 1/3 of estate residue II. i Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shedt / 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 SHEE~ __: SETTLEMENT STATEMENT OMB No. 2502-0265 TITLEPRO SECURED LAND L..,.,,., TRANSFERS, INC. B. TYPE OF LOAN 5006 East Trindle Road ~. I]FHA 2. [ ]FMHA 3.~[] CONV. UNINS. Suite 203 4. ( )VA 5. [ ]CONV. INS. Mechanicsburg, PA 17055 s. FiLE NUMBER: I 7. LOAN NUMBER: 504105 0020045068 Phone: (717) 591-8500 FAX: (717) 591-8506 8, MORT. INS. CASENO.; C. NOTE: This ;o~,,i is furnished to give you a statement of actual settlement cos~. Amounts paid to end by the settlement agenl are shown. Items markec '(p.o.c.)' were paid oufside the closing; Ihey are shown hara for informational purposas and are not included in the totals. D'.' NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Thomas W. Warren Estate of ERA Mortgage Amy K.J. Warren Elizabeth L. Meyer 3000 Leadenball Road Mount Laurel NJ 08054 G. PROP~-H I Y LOCATION: H. SETTLEMENT AGENT; I. SETTLEMENT DATE: 112 East Ridge Street Secured Land Transfers, Inc. 09/11/02 Carlisle BOROUGH PLACE OF SETI'LEMENT: CUMBERLAIqD County 1068 Harrisburg Pike, Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: to~. GROSS AMOUNT DUE FROM BORROWER 4De, GROSS AMOUNT DUE TO SELLER 101. Contract sales price ~ 4et.Contract sales price lOZ Personal property 4o2.Personal properly to3. Settlement charges to borrower (line 1400) ~~ 403. IO4. 404. t06. 405. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance too. City/Town tax to 4oD.City/Town tax to ,07. County tax ~T~"~ ~~ 40?.Courtly tax ~ 108. Asoossmeflls to 40s. Assessmenls lO I10. to 410. to 111. 412. t"'o, GROSS AMOUNT DUE FROM BOB ROWER 156892.24 42O. GROSB AMOUNT DUE TO SELLER / 153321.29 2oD. AMOUNTS PAID BY OR IN BEHALF OF BORROWER soo. REDUCTIONS IN AMOUNT DUE TO SELLER 2or. Deposit or earnest money ~ sot.Excess deposit (see instructions) 2°~" Principal amount of new loan(s) ~ s02.Settlement charges to seller (line 1400) 2o3. Existing loan(s) taken subject to soo. Existing loon(s) taken subject to so4.Payoff of First Mortgage Loan NONE 205. sos. Payoff of Second Morlgege Loan 2os. to oslng est ~ soo. to B oslng Cost 45~6~-0- zo?. Pts P p rent 250.0--~~ 2oo. sos. eot re it ar Svc, L . BOg. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. Clty/'rown lax lo &lO. City[town tax to 211. Couoly tax to 51 t. Counly lax to 212. Assessments I0 512.Assessments to 213. School to 513. School tO 214. 814. 215. 515. 216. 217. 617. ~ ,.'----- 219. SiS. 220. TOTAL PAID BYIFOB BOB ROWER , 129410.00 52o. TOTAL REDUCTION AMOUNT DuE SELLER 40678.51 ~T SETTLEM;~HT FROM OR TO BORROW~:R soo. CASH AT SETTLEMENT TO OR FROM SELLER 3ot. Gross amount due from borrower (line 120) 15 ~-~ so,.Gross amount due to seller (line 420) 3°2~¥/f~r.borrowe, (l"re 220L~ s02.Lsss reduction amount due seller (line 520) , 303 CASH (IX] FROM) ({ ] TO) BORROWER' ' 27482.24 sos. CASH ([~ TO) ([ ] FROM) SELLER 112642.78 Buyer or Borrower's Slgnalure Seller's Signalure . ~ NUD-I Rev. S/SS ' /~, _L --~ .. SETTLEMENT CHARGES 504105 I 700. TOTAL SALES/BROKEfl'8 COMMISSION baaed on prl=e $ 152000.00 6.0 1 Division of Commission (Ilea 700) as follows: Total: ~ 9,12 0 0 0 7et. $ 4535.00 to 702. $ 4585. O0 to 703. Commission paid at Settlement 704. Trans Fee 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % 802. Loan Discount 803. Appraisal Fee Io 804. Credit Report to ..w- 806. Lenders Inspection Fee 806. Mortgage Insurance Application Fee to 8o7. Assumption Fee 808. 809. 810. 81t. U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OMB No. 2502-0265 SETTLEMENT STATEMENT Page 2 PAID FROM I PAID FROM ,ORROWER', SELLER', FUNDS AT FUND8 AT :nc. George ]',. Rbener & Aasoc -.~ ~ ~ , ; ~ _ E~, Inc. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 801. Intersslfrom 09 1l 02 to09 30 02 g02. Mortgage Insurance Premium for mo. to yrs. to yrs. to 21.9 6/day 903. Hazard Insurance Premium for 904, 905. I000. RESERVES DEPOSITED WITH LENDER FOR I00% Hazard Insurance mo. 0 $ 1002. Mortgage Insurance mo. O $ 1003. City/'rowp tax mo. o $ io04. County tax mo. ~ $ /mo, /mo, /mo. /mo. 10os. Assessments 1006. 10o8. Ilo0, TITLE CHARGES 10t Settlement or closing fee to 102. Abstract or title search to 103. Title examination ID 104. Title insurance binder to 105. Document preparation ID 1106. Notary fees to 107. Attorney's fees to mo. O $ /mo. mo. ~ $ /mo. mo. O $ /mo. mo. ~ $ /mo. MDW&O Cash 7560~ (includes above items No.:) -- Title Insurance to ...... Secured Land Transfer~~ (includes above items No.-'.') ENDS~ · . Lender's coverage $ ~21 ~0 Owner's coverage $ 152, 000 1108, I109. ItlO. ~ Secured m2. Escrow ~~- 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 120t. Recording fees: Deeds 28.50 Mortgages 54.50 Misc.$ 1202, City/countytax/stamps: Deeds 1520 ~gage$ 83, 203. Slate tax/stamps: Deeds 1520.0-~gage $ 1520. ~4, 1520 205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to t302. Pest Inspection to 1303. Hm Ins R---/~ .=r & Ti: .a04. Rad ~ ~r Ca r 1 ~ '~-~--~ n° r °u~h~ ~L 115 750. 1400, TOTAL SETTLEMENT DHARGES (enter on lines lo3 and 602, Sections J and K) 3 5 71 3 1,4, Perllas agres thsl no lisblfily la ssmumed by Selllement Agsn for the accuracy of Inlo~al~n Mrni~ed by olhem es shown on Ihs HUO-t Setllemenl re.wes the r~l Io depol~ any ~ounle Mlleoled for disbu~emeM In ah inlereN bearl~g IGOounl I~ i Fe~ra~ insured institution end compen~l~n for lis saw,es ~ Ihla ran~ct~ ~ any Iflle~ ~ gamed Io ils own ec~uM es e~llio~l HUD CERTIFICATION OF BUYERS AND SELLERS I have ca~e/ul~ reviewed the HUD- f Settlement Statement and to the best of my knowledge and belief, it is a true and accura~ s~lemenl o[ ~1 receipts and disbursements made on my account by me in {his transaction. I further certi~ ~hat I have received a copy of the HUD-1 SeRlement Statement. Seller's New Address & Phone: d Jib th~ stat WARNING It ~a ~1 ~ ~ 'qty~aksfa~eslat~m~nlsloth"tJni~edglaf"son ,sn anysimi~ar/nrm P, na .s P neon linncani I IN THE MATTER OF ESTATE OF: o · ELIZABETH L MEYER STATE OF PENNSYLVANIA IN THE ORPHANS~IUOURT OF CUMBERLAND COUNTY ESTATE#: 21-02-169 STATEMENT OF CLAIM 1. The creditor, Fleet Credit Card Services, L.P., certifies that there is due and owing by ELIZABETH L - MEYER, deceased, the sum of FIVE THOUSAND EIGHT HUNDRED EIGHTY FOUR DOLLARS AND SIXTY TWO CENTS ($ 5,884.62). 2. The nature of the claim is a VISA CARD account 4305500302280709, which was established in 12/23/01. 3. The name and address of the claimant is: Fleet Credit Card Services, L.P., 550 Blair Mill Road, Horsham, Pennsylvania 19044. 4. The name and address of the claimant's agent is: Nicole A. Pate, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on any one instrument. Said balance has accrued since the account was established. On behalf of Fleet Credit Card Services, L.P., creditor, I do solemnly declare and aftirm under the penalties of perjury that the information in the foregoing claim is tree and correct to the best of my knowledge, information and belief. NICOLE A. PATE Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this June 26 2002. My Commission Expires: June 1, 2003. LAST WILL AND TESTAMENT OF ELIZABETH L. MEYER I, Elizabeth L. Meyer, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, household goods, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to such of my daughters as are living on the thirty-first day after my death, to be divided among them with due regard for their personal preferences in as nearly equal shares as practical. I direct that any of the foregoing articles not selected by such daughters shall be sold at public or private sale by my personal representative(s), and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue-of my estate. ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to my daughters, provided that the share of any daughter who predeceases me or dies on or before the thirtieth day following my death shall be distributed to her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to the share or shares for my other daughters, or their then living issue, per stirpes. ITEM IV: Should any person entitled to a share of my estate not have attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath the share of each such person to his or her parent as Trustee, IN SEPARATE TRUST, to hold, manage, invest and reinvest the share so received and the accumulation of income thereon, and to use and apply the income and principal or so much thereof as, in the sole discretion of such Trustee, may be necessary or appropriate for such beneficiary's support, health and medical care, and education (including college education), or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to any person taking care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, such share shall be distributed to his or her personal representative(s) or estate, discharged of the trust. Should the parent herein appointed as Trustee for any beneficiary hereunder fail to qualify or cease to act as such, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, successor Trustee for such beneficiary under this Item IV. ITEM V: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM VI: I appoint my daughter, Elizabeth K. Vanek, Executrix of this my last Will. Shoul4 my said daughter fail to qualify or cease to act as Executrix, I appoint my daughter, Kathleen A. Russell, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Executor of this my last Will. ITEM VII: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~day of ~ , 1994. The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Elizabeth L. Meyer, the Testatrix therein 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 subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : We, Elizabeth L. Meyer, John B. Fowler, III, and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~estatrix Witness Witness Subscribed, sworn to and acknowledged before me by Elizabeth L. Meyer, the Testatrix, and subscribed and sworn to before me by John B. Fowler, III, and Mary M. Price, witnesses, this ~ day of ~ , 1994. Notary Publi~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 HARK A DENLZNGER HARTSON ETAL 10 E HIGH ST CARLISLE COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE PA 17013 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-15~? EX AFP (01-02) DATE ESTATE OF DATE OF DEATH FILE NUHBER 'COUNTY ACN I 11-11-2002 HEYER 02-05-2002 21 02-0169 CUHBERLAND 101 Amount Remitted ELZZABETH L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HEYER ELTZABETH L FILE NO. 21 02-0169 ACH 101 DATE 11-11-2002 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE /NTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Meld S~ock/Par~narship Zn~ares~ (Schedule C) (3) q. Nor~gages/No~as Receivable (Schedule D) 5. Cash/BanA Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper*y (Schedule F) (6) 7. Transfers (Schedule $) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEHPTZONS: 9. FunaraZ Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. To,al Deductions 12. Na~ Value of Tax Re~urn 152z000.00 39z513.99 .00 .00 7~032.q2 .00 .00 (8) 6Z,q3Z.96 NOTE: To insure proper credi~ ~o your account, submi~ ~ha upper portion of ~his form wi~h your ~ax payment. 198,5q6.q1 15. lq. NOTE: 18,285.22 (11) BI} .718. ]~} (lP) 117,828.23 Chari~cabla/Govarnman~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) Ne~ Velum of Es~a~:a Sub.~ac~ ~o Tax (lq) Zf an assessment was issued previously, 11nes 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. .00 117,828.23 ASSESSHENT OF TAX: 16. Amoun~ of Line lq a~ Spousal ra~e 16. Amount of Line lq ~axabla at Lineal~Class A ra~a 17. Amoun~ of Line lq a~ Sibling ra~a 18. Amoun~ of Line lq ~axable a~ Collateral/Class B re~e 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEZP1 DZSCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 05-02-2002 CD0011q2 263.16 10-02-2002 CD001675 .00 ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADD/T/ONAL INTEREST. 18 and 19 ~ill 5,302.27 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED. 'rF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR}, YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS. ) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 5,000.00 39.11 AMOUNT PAID (~) .00 x O0 = .00 (16) 117,828.23 x 0~.5 = 5,302.27 (17) .00 x 12 = .00 (~8) .00 x 15 = .00 (zg)= 5,302.27 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Comaonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class B (collateral) rata on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side. --Make check or money order payable to: REGISTER OF #ILLSj AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-~&7-3020 (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. 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. 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 1712&-0601 Phone (717) 767-650S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. Zf any tax due is paid within three ($) calendar months after the decedent'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 tho 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 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 (93 months and one (1) day from the date of death, to the data of payment. Taxes which became detinquant before January 1, 1982 bear interest at the rate of six [62) percent par annum calculated at a daily rate of .00016q. All taxes which 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 1962 through ZOOZ ara: Year Interest Rate Daily Interest Factor Year Interest Rata Daily Interest Factor 1982 207. . O00Sq8 1992 9Z .0002q7 1983 167. .000~38 1993-199q 77. .000192 198~ 117. .000301 1995-1998 97. .000247 1985 137. .000356 1999 77. . ooa192 X986 107. .000274 ZOO0 87. .000219 1987 97. .0D0247 Z001 97. .000247 1988-1991 112 .000301 ZOOZ 67. .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIN{~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. F \FILES\DATAFILE~ESTATES\105551.ACCOLrNT IN RE: ESTATE OF ELIZABETH L. MEYER, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-02-0~ I~oCl FIRST AND FINAL ACCOUNT OF ELIZABETH K. VANEK, EXECUTRIX OF THE ESTATE OF ELIZABETH L. MEYER, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel - Cumberland Law Journal - Account Stated to February 3, 2002 February 13, 2002 February 21 & 28, March 7, 2002 March 1, 8, & 15, 2002 November 22, 2002 SUMMARY PRINCIPAL Receipts Conversions (Gain) or (Loss) Disbursements Balance Before Distributions Advancements to Beneficiaries Principal Balance Remaining $ 198,626.34 $ -118.88 $ 198,507.46 $ -7O,992.46 $ 127,515.00 $ -98,564.00 28,951.00 INCOME Receipts Less Disbursements Income Balance Remaining $ 42.39 $ o.oo 42.39 COMBINED BALANCE REMAINING ~ 28,993.39 RECEIPTS OF PRINCIPAL Residence at 112 Ridge Street, Carlisle Assets listed on Schedule B, Inheritance Tax Return (copy attached) Assets listed on Schedule E, Inheritance Tax Return (copy attached) PPL, refund TOTAL, PRINCIPAL RECEIPTS: $ $ $ $ $ 152,000.00 39,513.99 7,032.42 79.93 198,626.34 PRINCIPAL CONVERSIONS TO CASH 842.84 shares, Van Kampen Technology Fd-B: Inventoried at: 3/4/02 Redemption Proceeds: 45.448 shares, Van Kampen Aggressive Growth Fd-B: Inventoried at: 3/4/02 Redemption Proceeds: 6,141.120 shares, Van Kampen Reserve Fd-B: Inventoried at: 3/4/02 Redemption Proceeds: 121.115 shares, Van Kampen Emerging Growth Fd-B: Inventoried at: 3/4/02 Redemption Proceeds: 1,162.465 shares, Van Kampen Comstock Fd-B: Inventoried at: 3/4/02 Redemption Proceeds: 374.669 shares, Van Kampen Enterprise Fd-B: Inventoried at: 3/4/02 Redemption Proceeds: 269.235 shares, Templeton Growth Fd-Class A: Inventoried at: 3/4/02 Redemption Proceeds: $ 879.83 $ 842.84 $ 559.73 $ 549.46 $ 6,330.31 $6,141.39 $ 4,468.77 $ 4,304.44 $18,192.58 $18,365.43 $ 4,683.64 $ 4,567.21 $ 4,399.13 $ 4,624.34 TOTAL, GAINS/LOSSES ON PRINCIPAL CONVERSIONS: $ $ GAIN/LOSS -36.99 -10.27 -188.92 -164.33 172.85 -116.43 225.21 -118.88 -2- 2/15/02 2/15/02 2/21/02 2/27/02 2/27/02 2/27/02 2/27/02 3/22/02 2/22/02 3/25/02 3/26/02 4/10/02 4/10/02 5/2/02 5/7/02 5/7/02 7/30/02 7/30/02 7/30/02 9/11/02 9/11/02 9/11/02 9/11/02 9/11/02 9/11/02 DISBURSEMENTS OF PRINCIPAL Masland Associates, account payable Sears Master Card, account payable M&T Bank, checks State Farm Insurance, vehicle installments pending sale Mountain Lakes, funeral flowers West Shore EMS, account payable Mabel Weirman, funeral reception Darlene Moyer, personal tax from 1/1/02 Darlene Moyer, real estate tax from l/l/02 Elizabeth Vanek, trash container Ewing Bros. Funeral Home Kevin Benton, CPA, 2001 tax preparation Carlisle Regional Medical Center, account payable Thomas Orlousky, painting and repairs Register of Wills, PA Inheritance Tax payment Andrew Kerr, wallpapering Cumberland Goodwill EMS, account payable IESI, PA Corp., dumpster service Darlene Moyer, real estate taxes from 7/1/02 ERA/NRT, INC., real estate commission George Ebener & Asso., real estate commission Notary Fee Radon Mitigation County of Cumberland, transfer tax Home Warranty $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 48.03 20.79 28.90 64.34 132.50 416.60 67.84 9.90 613.46 95.00 9,195.00 155.00 57.64 1,945.00 5,000.00 220.00 24.46 75.00 1,385.00 4,535.00 4,585.00 10.00 750.00 1,520.00 385.00 -3- 9/11/02 9/11/02 9/11/02 9/11/02 9/30/02 various LaMaster Roofing, roof repairs to sell house Carlisle Borough, final water/sewer bill Fleet Credit Card Co., balance due on account Buyers' closing costs paid by seller Register of Wills, PA Inheritance Tax, final payment Rodney's Electric, repairs various various Fitzpatrick Plumbing and Heating, house repairs PPL, electric service various Dauphin Oil co., oil service various UGI, gas service various Carlisle Borough, water/sewer various Sprint, telephone service various State Farm, homeowners insurance various M&T bank fees through 11/1/02 reserved Elizabeth K. Vanek, Executrix commission reserved Martson Deardorff Williams & Otto, attomeys fees, filing fees and miscellaneous expenses (estimated) reserved Martson DeardorffWilliams & Otto, disbursements: The Sentinel, advertising Letters Testamentary Cumberland Law Journal, advertising Letters Testamentary 75.00 Register of Wills, probate fee 261.00 Roy Gottshall, appraisal of household goods 45.00 Recorder of Deeds, deed copy 1.00 Register of Wills, short certificates 3.00 Register of Wills, filing fee 15.00 Recorder of Deeds, copy of Judgment 4.00 $ 93.83 TOTAL, PRINCIPAL DISBURSEMENTS: $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 7,560.00 31.44 5,884.62 4,560.00 39.11 718.62 124.00 1,002.18 525.25 190.38 139.36 409.79 460.42 10.00 8,750.00 8,750.00 497.83 70,992.46 -4- RECEIPTS OF INCOME various M&T checking account # 889213272, interest through 11/11/02 TOTAL, RECEIPTS OF INCOME: ADVANCEMENTS TO BENEFICIARIES Distribution of household goods as agreed to by beneficiaries Elizabeth K. Vanek: 09/30/02 Cash 11/18/02 Cash Patricia L. Ross: 09/30/02 Cash 11/18/02 Cash Kathleen A. Russell: 09/11/02 Orrstown Bank loan payoff 09/30/02 Cash 11/18/02 Cash TOTAL, ADVANCEMENTS TO BENEFICIARIES: $25,000.00 7,500.00 $25,000.00 7,500.00 $10,857.45 14,142.55 7,500.00 $ $ $ $ 42.39 42.39 1,064.00 32,500.00 32,500.00 32,500.00 98,564.00 Elizabeth K. Vanek, Executrix COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Elizabeth K. Vanek, being duly sworn according to law, deposes and says that the Account as stated is true and correct, and that the Grant of Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. lizab~h K. Vanek, Executrix Sworn and subscribed to before me this ~day of/~~2002 ~ Public ~J NOTARIAl- SEAL l CORRJNE L. MYEqS Notary PubJic I Ca,isle Boro. C~, ~bedandCounly l My Commission ~ ':?~, Ma)/27 2003,;~- SCHEDULE OF PROPOSED DISTRIBUTION Elizabeth K. Vanek, Executrix of the Last Will and Testament of Elizabeth L. Meyer, deceased, proposes to distribute the balance in her hands, to wit: $28,993.39, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: TO: Patricia L. Ross Per Item III of said Will: Cash TO: Kathleen A. Russell Per Item III of said Will: Cash TO: Elizabeth K. Vanek Per Item III of said Will: Cash $9,664.47 $9,664.47 $9,664.45 TOTAL BALANCE FOR DISTRIBUTION ,$28,993.39 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTIO1N The above distribution is proposed in accordance with the Last Will and Testament of Elizabeth L. Meyer. Eliza~n~th K. Vanek, Executrix COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. Elizabeth K. Vanek, being duly sworn according to law, deposes and says that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. Elizab~'~h K. Vanek, Executrix Sworn and subscribed to before me this day of A~,~: ~?r. ,2002· No~ Public NOTARIAL SEAL CORRINE L. MYERS, Notary Public Carlisle Bom, CumberlandCountv My Commis~10n E~ipi. res Ma__y 27, 2603 -6- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF MEYER, ELIZABETH L. All property jointly-owned with right of survivorship must be disclosed on Schedule F, FILE NUMBER 21 ~ 02 - 00169 ITEM NUMBER 1 2 3 4 5 6 7 8 DESCRIPTION 250.235 shares, Templeton Growth Fund, Class A 382.338 shares, Van Kampen, Enterprise Fd-B 1162.465 shares, Van Kampen, Comstock Fd-B 123.703 shares, Van Kampen, Emerging Growth Fd-B 168.067 shares, Van Kampen Technology Fd-B 6330.31 shares, Van Kampen Reserve Fd-B 46.125 shares, Van Kampen Reserve Fd-B 5 shares, The Ridge Creek Gas & Oil Company Inc.,(no value) UNIT VALUE 17.58 12.25 15.65 36.125 5.235 1.00 12.135 0.00 VALUE AT DATE OF DEATH 4,399.13 4,683.64 18,192.58 4,468.77 879.83 6,330.31 559.73 0.00 TOTAL {Also enter on line 2, Recapitulation) 39,513.99 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEYER, ELIZABETH L. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 02- 00169 include the proceeds of tigation and the date the proceeds were received by the estate. All property jointly-owned with the right of surv vorshlp must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 DESCRIPTION M&T Bank, Checking # 26780362~33 Continental General, refund of premium State Farm Insurance, refund of vehicle premium Uncashed Travelers checks Proceeds from the sale of 1989 Oldsmobile Household goods, appraised value Thomas W. Warren, real estate taxes (proration) State Farm Insurance, refund of vehicle premium TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 2,888.51 119.61 76.01 50.00 1,300.00 1,064.00 1,321.29 213.00 7,032.42 EX/t/~ ~T LAST WILL AND TESTAMENT OF ELIZABETH L. MEYER I, Elizabeth L. Meyer, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath any automobiles or motor vehicles I may own at my death, my personal effects, household goods, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to such of my daughters as are living on the thirty-first day after my death, to be divided among them with due regard for their personal preferences in as nearly equal shares as practical. direct that any of the foregoing articles not selected by such daughters shall be sold at public or private sale by my personal representative(s), and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue~of my estate. ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to my daughters, provided that the share of any daughter who predeceases me or dies on or before the thirtieth day following my death shall be distributed to her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to the share or shares for my other daughters, or their then living issue, per stirpes. ITEM IV: Should any person entitled to a share of my estate not have attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath the share of each such person to his or her parent as Trustee, IN SEPARATE TRUST, to hold, manage, invest and reinvest the share so received and the accumulation of income thereon, and to use and apply the income and principal or so much thereof as, in the sole discretion of such Trustee, may be necessary or appropriate for such beneficiary,s support, health and medical care, and education (including college education), or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to such beneficiary or to any person taking care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, such share shall be distributed to his or her personal representative(s) or estate, discharged of the trust. Should the parent herein appointed as Trustee for any beneficiary hereunder fail to qualify or cease to act as such, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, successor Trustee for such beneficiary under this Item IV. ITEM V: Ail Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM VI: I appoint my daughter, Elizabeth K. Vanek, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint my daughter, Kathleen A. Russell, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act as Executrix, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Executor of this my last Will. ITEM VII: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~R~day of ~ , 1994. The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Elizabeth L. Meyer, the Testatrix therein 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 subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : We, Elizabeth L. Meyer, John B. Fowler, III, and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. /~ ~estatri× Witness Witness Subscribed, sworn to and acknowledged before me by Elizabeth L. Meyer, the Testatrix, and subscribed and sworn to before me by John B. Fowler, III, and Mary M. Price, witnesses, this day of ~.~_~-~ , 1994. Notary Publi~ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Elizabeth L. Meyer Date of Death: February 3, 2002 File No.: 21-02-169 Social Security No.: 201-16-6660 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 aflnal account with the Court? Yes X No ~ bo d° Date: February 7, 2003 The separate Orphans' Court No. (if any)for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes ~ No 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. Signature: ~~M~ A'~~~re Name: ark A. Den ~l~'nnger, Esqm Address,: MARTSON DEARDORFF WILLIAMS & OTTO · Ten East High Street Carlisle, PA 17013 ~ i i. ~';'~ (717) 243-3341 Counsel for personal representative F:\FILES\DATAFILEXESTATESWORMSXsreP