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HomeMy WebLinkAbout01-11-11ESTATE OF : IN THE COURT OF COMMON', PLEAS RAY E. BEAM :CUMBERLAND COUNTY, P1~N~iSYLVANIA ORPHANS' COURT DIVISIOIN '' t-.~ ~ ~ PETITION UNDER SECTION 3102 OF THE PROBATE, `.,_ ~r ~ ESTATES AND FIDUCIARIES CODE FOR ~ ~"~-, ~ .-' SETTLEMENT OF SMALL ESTATE ~c7. o .~ ~:_ =~ ~ ~ TO THE HONORABLE JUDGES OF SAID COURT: I Edgaz L. Beam your Petitioner, files this Petition for Settlement of a S 1 Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Cod din support thereof avers that: ~, ''~ ~,, (1) Your Petitioner, Edgaz L.. Beam is a competent adult residing at 9~0 Mary Lane, Cazlisle, Pennsylvania 17013, and is the son of the above decede t. ~ (2) Ray E. Beam, died on December 28, 2009, at the age of 94 yeazs, b t prior thereto lived and was domiciled at 1 Longsdorf Way, Cazlisle, Pennsylv ' ,Cumberland County, Pennsylvania. A copy of decedent's Death Certificate i ttached hereto as Exhibit "A." (3) Ray E. Beam died with a Will. No Letters have been iss dl' A copy of Decedent's Last Will and Testament is attached hereto as Exhibit "~." (4) Mary R. Beam, spouse of Ray E. Beam, died on November 16, (5) Ray E. Beam had no probate estate when he died other than the 63 Shazes of MetLife, Inc. Stock valued at appr x ately $2,879.73. A MetLife, Inc. statement is attached hereto xhibit «C ,~ ~ ~~ II (6) The sole heirs and relationship to the decedent aze as follows: ~I ', Edgaz L. Beam, Son ', I (7) Your Petitioner avers that there aze no creditors of the decedent end no claims unpaid known to your Petitioner. j I I' I __ _ __ _ ~ _u ~ __ ~- _ __ -- i_ ~__ ~, ~o ~~`~ _~:;x ~-~ c _° f t.~ WHEREFORE, your Petitioner respectfully requests that an Order be ~nalde authorizing Edgar L. Beam to to act as Fiduciary and liquidate the stock with MetLife, Inc., pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code. By Roger! Irwin, Esq 'r Supreme Court LD. .6282 IRWIN & McKNIG , P.C. 60 West Pomfret S ee Cazlisle, PA 17013 ', (717) 249-2353 II COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . Edgar L. Beam, being duly sworn according to law, deposes and contained in the foregoing Petition aze true and correct to the best of his kno~ and belief. ~~1 oC Edgaz L. Beam Swo yy~id~ s~ubscribed before me this~~'1'`3ay of January, 2011. l No Pub is TM of ~wrsnv r~c~na seer Icaren S. Moen, No~ryPueNc c~reie eoro, Qn,be~terd county wyCanrdeefa~ E~ires os~ s. X011 ~~~ 's I~!, that the facts information At~n~ber, Pennsylvad~ Assod~tbn of No1~rMs LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 16053194 Certification Number 't'his i;s to certify ghat the information here given is correctly copied] from an original Certificate of Death duly filed with Imes as Local Registrar..The original certificate will '' be forwarded to the State Vital Records Office ,for] permanent filing. ~~ ~xbEd 2 9/2x09 Loc al Registrar Date Issued !, ~tnsfu l~v "nO0° COMMIOPtWEALTH OF PENNSYLVAIAA • DEPARTMENT OF HEALTH • Vrl'AL RECORDS TTPE/NVlfN CERTIFlCATE OF bEATH e lass lnsmw•nons ana ~xa mpN~ on nven~) STATE Fr E 1.1MrdDSrAri~Rll, irW6, rll ~) Ray E Beam . 2Sa 9. Boerl &a1M.Mn4r i, dDMhl4o,dL ~W~1+) . . i~P RaNBrdNl UItlMI: Udut 6DdrdSM 7 Male 174. _ OS _ 3811 a .28, 2009 . itl,w,a ""' a• wa. raw kf'radOMYi a ~orprr 94 ~rr r~ Mar. 31, 1915 Carlisle, PA ^~ ^~/a~rn ^~ 0 ieca.pao..n r.f7r;Sa0.T•RdD,M ui.~twe.d,a`.Nra~,aMr~drdtrne.q ^~~ ^~. tr.vwo~ad^~d,~rta4w+ Cumberland S. Middleton Trip. .Cumberland Crosai gs Retirement tes tawoeban:er0.vnr,.r. c~ ~~~ 1 .. Ilad daot4r -world 1. 1rb. -.f2Wr QsMri wwhtlr f8 D,0~lrAlY EArrien ' aN m~rA u r ^'°M White . .r ar„c r„ri, dwwr q,i 1 u.a hw,e rmwoT e'"'wr'''s.a~rra'~r ca.u'r"as.~ M'b~aodorowoa~t~wrlj! Stee~"'worker Stee~gb"r'. ^ ® a s~a.rrrw sww m •x.. ar. mrbn •.nrr n. ra Widowed fa tbw~, dor, nv aoeq oioea+'. ~ ~s~ `~"'~ ~ o ay rbrrnaaa.. tladr, PA L~Mr nal~ Wr,p,rOMi Carlisle, PA 17013 C d ~"'"^ b l r .Middleton T.R „~~, um ' f„.^„a~ er an wartraa uFrrritwrr~Frx.ndll,.rewi~a Melvin Beam +o.~a~.r.w~.tr~r,,xm,,,,re,,,.,,,.,,p aararo Myrtle Lere s°"dv""'°"w"c`'°'/""° Edgar Beam aoaramn..rr~,o,wa..,lsrd,dn,rb.,,,,r,,~ha„q 1900 Mary Lane, Carlisle PA 17 a 13' , zf rWw7dorparn ^pw~dn ^p,,,y~ slr.ardoy,wim paodn,..~,; y,wr mrrwd Sind. ^ Nwrowl ban BYr S~^R~d ~rY.~wY da/Mr-Prr) '~ Yirr Nwr W a a Dir~ea M rwlre Yt laulm (py/bw~. MIY.>lOaOd~) l ^ ~•• r,wre~rw/ewwT ^,,,^,~ Dec. 31, 2009 Westminster Memorial Gardens ! Or Carlisle PA 17013 d ewww~...a~~.~ ~~~` '~`'"""indA°°"`d~' Hoffman-Roth Funeral H ~ ". ~ m , & . o e 138425 2 N rematory, Inc.. p ~r~id.w r~dr~irdewea sa:miradd~arn+r4~.a.nom.aare.an.,rr.dge.wra~u..ary ztr.uorwn.rt.r C ~ ~ 2Ja Orr &PMalMoitlL aYt!'+t1. . adl/ar,ddwR ~..~ ~. ) . ~.,.~,~o ~ R N c ; ;~ c..., _~ ~ l~ t I "' 'C~c' ' ~wrarse..raionw~agowon 2/.TrwdDM 2s.arnao.wmo.a~wrr y„q 2r. wu Cw wr.na by.ay ala Prwaw 6N ~ =c_:r ~_~ ~,:~.. cZ~` / brrwrm o+rr ei.n cwaWan«oarma b.-~. l tS F M. ~2 C F? <`S\` F (~ ~\ r,' ',3„~ ~~ ^t's pr6 ', r.nn.ranr. Fawn ~ Appwd~wrrrgt Adr:6rwdrw Y~hstmeY-ao.w,t~.wam~ad„~TMiir~~p~ianrwwa~rwm.adr~.ma asaamrmou.cararra.na . ~ wArwrywnd.ww~birbi/dan diW dwrq it oYtrpr. ILfay ano au~mwl, iw. ~ Ondb Onli bd rolnw~rp rrw ~V~1. PHL ^ YN ^Rororl CAYK~dwwrw ~• \ ' ~Q~. ~.i~/- ,-~ ~ /~ t '~ .~..M7 ~n ~~ a' - ~ ~ ` ' ' ~ ` ~ ^ ~ ^..IMbioMn ' rJ •d ~_ ~ ~+G. t ~. eNi~P wlw.. ~ raam~,rwry, r " 20. N Fr~aM: ^ Nolpgrd diii gNyor . r y~y4~w YMwira ~~-K*I~,j~CYgE~ Grb~arrrtar,prira d~; w Ml~t rgrlWy a ~ ^ FnprildlYn~d Arlh ^ ~~~ pyrl MNn ri hp b(aMrWlMpriw oq: i d ; dtlNr ^ ~ ripgwdi80opb1yaw iOa Mlrnhyry 70r. WarMrepNfMip ~f, flodr Pwrrnwdl MardY PMbCampdon da Udod Mf,Y Mdd4 WYE 97G. D,r1h NO'/rroTOOwrtl ~ ' ^ liiomwlP~i~Mrliw podyor ~ d Cwr d DwiiT ^ Hgddtlo ~ IIe. Aold4ji~y:.llonr, i~en, BYMt ppa% Ob 91tlN~ de. (~rh7 ~,,// ^ ~ l(Na ^ YM ^ 1b ^ AoGlld ^ Pw16~ 9Zd.lrr d MquY 97x, Yyuy M MbA7 61.11 TIppYYai 1*n! IN~i9 rZ4laadmd I uyl biN4lrr) ^ 9iddo ^ CaN Nal W MamYW ^ Vr ^!b ^ Glowl OpMdw ^ ^RtlW W r 73a CnilrrdrtlimyaM ~'~ia-l• ~MM~1Ard~ra.y1!orrrad.na~w~ann.w~arrra~w.~oea.nma~nnp.rarmz~ xr.s4.bn • TelbMdd r r/ / /~ y M ea p, rlraeougd/rbMarygaitl wnri~YYi___________________ ~ • v _____________ f~abn111ywdo1l~Merin pAyddoo r/I piagwe~Aol, wd alhrgbawd6M~ ~ ~' TOMroddgrrarriS6M attnMdtAr/w.Ar, rlPrer, mAMbrreryr)rtl tinvrdd~4 ___~_____________ ^ • tr.edonliaOwawr 0 ~ ~ s - L an it Iwr dwwwrwrm wdl er M dl W b ~ '/ ?~ L ~~ o y ay ow uMiw4 iooYi aoawitl d h rr, dolt m0 Proo. wtl dr riw anop) wq nrrnrr orrL- ^ lYnwdAddrwdPa,w WM CanpMrdGwdDrlr ~ .d •o,,,~~~~ Darryl Guiatwite; D.O. ~ ~/~ : ~ l oZ I 118J l I 0 I 56 Ashton St. , Carlisle i _ .'{ P 17015 ~~. ~~~•~ 'sue ~d'~- p . a ~r~- , ~i _ _ ~_ L.~LS?'1~VIll .?L?1rD ?ES~.~t~~1f'T' I, RAY E. BEAM, of South lVfiddleton Township, Cumberland declare this instzume~ to be my last will and testament, hereby expressly codicils heretofore made by me. 1. I direct my executrix to pay all of my debts, funeral and admini soon as may be done conveniently after my decease. IIP+ennsylvania, n~ all wills and v$ expenses as 2. I authorize and empower my executrix to sell any realty owned by me ~y death, and not specifically devised or bequeathed herein, at either public or private sale, and t p~iWe good and sufficient deeds therefor, in fee simple, as I could do if living. '' 3. I devise and bequeath all of my estate of every nature and wherever Mary R Beam, providing she shall survive me by sixty days. 4. Should the gift in Paragraph No. 3 not take effect, I devise and b estate of every nature and wherever situate to my son, Edgar L. Beam, and if the time of my death, to his children, share and share alike. 5. I nominate and appoint Mary R Beam, to be the executrix of t to my wife, e~tth all of my not living at s I, my last will ~ .` x ~ ~s -. and testament; she is to serve as such without bond. Should she die before my de, renounce or refuse to serve for any reason, or die leaving any of my estate unadnrinister I (nominate and appoint Edgar L.Beam, as substitute executor also to serve as Bch without bon lwith the same powers as are given herein to my executrix. 6. I hereby suggest that my personal representative retain the services o I~vvin, Irwin 8z McKnight, as attorneys in the settlement of my estate. IN WITNESS Wf~REOF, I have hereunto set my hand and seal this ~~ ` day of December, 1992. I ~ (SEAL) Y E. BEAM Signed, sealed, published and declared by Ray E. Beam, the above nam testator as and for his last will and testament, in the presence of us, who at his request, in his pr ce and in the presence of each other have subscribed our names as witnesses hereto. 'f~o7~n .~ ''rY1n o~ a.. i' ~. 2 r • f ACi~TOWLF~nrF>-~taT ~ AFFIDAVIT WE, RAY E. BEAM, BETZI A. MORRi80N and KATHI'lEEN M. I~NNEY, tlhe testator and witnesses respectively, whose names are signed to the foregoing . ~g first ~ ~rR ~ hereby declare to the undersigned authority that the signed and executed the instrument as his Last Will and that he had signed wdling~y a~d that he executed it as hia free and voluntary act for the purpose herein expressed, and th~t each of the witnesses, is the presence and hearing of the testator, signed the Will ~!~ a witness and that to the best of their knowledge the testator was at that time years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF . Subscribed sworn to and acknowledged before me b9 RAY E. BEAM, the and subscribed and sworn to before me by BETZI A. MORRISON and I{ATHL Ii~1IQEY, witnesses, this '~~ day of December, 1992. 3. c~. v ,+ ~Comrtwssion~ E Oet 3,196 Qi .R-~,,-+...~ E. BEAM • MET: 45.71 -0.12 (-0.27%) : MetLife, Inc. Common Stock -Yahoo! Finance Page 1 of 2 Hi, Karen~~,S~igrn~~O-u~t ~ Hetp Preview Mali wJ Toolbar Yahoo! Mad ~i7.i/'fr.J'j 1'1NANCE Search WebSearch~ ', Dow i 0.16% Nasdaq i 0.12Ye streaming quotes: ON f H~OME~IN-VESTING? NEWS 6 OPINION PERSONAL FINANCE MY PORTFOLIOS 1 I OET QUOTES Finance Search Wed, Jen 5, 2011, p.53AM EST - US ark a close in 6 hro and s rrNna MiatLife, Inc. (MET Moro On MET cwoTEs Sumnwry OMer Book ~~ HIsWAuI Pncsa CHARTS Interactive Bask CMR Basic Teeh. Analysis NEWS i MIFO Hea~iMs r Market Petlse NEWT COMPANY PronN Key SMINies SEC F[tlteps Campetlton Industry Correporterets ANALYST COVERAGE AMlyst Opinion AMlyat Eethttalee Research Rfporb 8far Anayste OIMNER8HIP Mpor Holders IMMer TremactloM IMider ROete- FWANCWLS IneotM StaterMret Balance Short Gsh Flow MET MetLlfe, 1110. Cclnlnon $tOCk (NYSE: MET) Add to PorMollo 46.6s i o.30 (o.66X) e:asAM Esr .__ _ _ __ MettJis, Ino. Cc Last Trade: 45.71 Day's Range: 46.32 -46.80 __ ^ MET __ _ _ Trade Time: 9:37AM EST 52vAt Range: 33.40 - 47.76 ', __...._ ...................._......_..... Change: • 0.12 (0.27X) Volume: 178,821 . _ ... Prev Clwe: 46.83 Av0 Vd (~Y 7,981,810 Open: 46.37 Market CeD: 46.038 Quickly preview your stock portfolios without leaving the page you're on. _ __ Ask: 46.72x100 EPS (ttm): SA6 _.. t0am 1i 1 y Taryet Est 61.10 Div i Yield 0.74 (1 60X) ._..... ............. _ _... ...... . .....,..... ......... ......._. ........ ..,..... .......... ...... 1d dtl 3r People viewing MET also viewed: PRU PFE GE HD INTC HPQ ............ Quotes delayed except where nWicated otherwise Currency rn USD. Headlines Fitter Headlines • Bond Report: Treasurys tum down after ADP at Narkaewatch (wed e:atAM Esn • New Issue-MetLife sells 51.5 bin in threes ae Reuters {Tue. Jan 4) • Metlife Sells 51.5 Billion of Notes That Mature in 3, 5 Yeare at aioombarp (Tue. Jan 4) • UPDATE 1-Met life Global issues 51.50 bin debt -IFR et itwten (Tue. Jena) • 10 Companies Raising Guidance and Attracting Institutional Buying at sestanp Alpha (rue. Jan 4) • FACTBOX-U.S. Treasury's tools to stave off debt limit breach at Reubrs (rue, Jan 4) • MetLHe Launches New Whole Life insurance Product 6usiMSS wire (Tue Jan 4) _. __ Like ' 15 m customize ehan ' • Met Life Global m issue $1.50 bin debt -IFR at RsuNrs (rue, Jan a> Comparbon 'i • MetLife Global Funding May Sell 3-, 5-Year Debt as Soon as Today at Syn'n"i i ~ u, Cng Mkt Cnp BtoomMrp (Tue, Jen e) MET ' ~- 0.27% 46.038 • How My Stock Picks Pertormed in 2010: Thoughts for the Coming Year at PRU.L I {f• 0 44% WA 9Nking Alpha (Mon, Jen 3) . » Mon Heatltines for MET SL.L ~ ~ 0.11°b WA Add MET Headiirtes to My Yahoo( RSL.L _ L 1r 0.25X NIA STJ.L '~' 1.42X ~ _ .......... NIA » Mon Competitors _.. Adverhsemerd Trade Free for 60 Da s E TRADE Securities Y :............ ................ ................. .. ~ Setxor Finerxti~ I d ' n ustry Life Insurance ., Financial Blops • AIG to Sell Its Blackstone Stake? Zscks (Mon. Jens) • Allstate Sues BofA on MBS Purchase (revised) Lew (Mon. Jan s> • Allstate Sues BofA on MBS Purchase zaeks {rnu, oec sa) e Mon Financial Blops for MET Add MET Financier slogs to My Yahoo) Key Statlstlcs Forward P/E (t yr): 8.06 _ ~ P/S (ttm): 0.86 Ex-Dividend Dale: ' 06-Nov-10 _» Mare Key StaOsuu ,, _ _ settings :s7 M E T: 46.71 i 0.12 (0.27°/.) i1N a~caawameaue http://finance.yahoo.com/q?s=MET&q1=0 1/5/2011 -- -- _ ~ RAY E BEAM Afxoufft Market Value Stock Price as of ii 2010 Thal Market Value 340.530 $2,553.38 The aggregate amount paid to all Trust Beneficiaries in this distribution is $165,579,185.12. ~~ .~, aJ~v P~,~ 1 y:.~~~~~ Ir~v66~r ID 8063 85 3 80139 2010 Dkddertd 8tttfMttary Record Date Total Tn~t Irttereats Dhriderxl per Trust Interest ~~ 11/08/2010 83.0000 30.74 ' 346.62 Payable Date Tax 4Ndtheld Net Distribution Dutton 12/14/2010 $0.00 $48.82 $18.82 For inquiries about your account, You may visit www.bnymellon.corrt sh9ueowner / /equityaccess, a caN Trust Balwlkdary lltRormatloe You may purchase or sell shares of MetLife, Inc. txlrmnon stxk tftrough the MetLite Policyholder Trust (the 'Trust'), free ct any commispions IN oMer fees. under the Mett.ife Purchase and Sale Program. as amended. A copy of the brochure describing the program is ava9abk on the IrKernet at www.metlifecom by selecting Investor Ralrttiora and then the Shareholder Servigs Information page, or by oMNng tfte rttanbsr Neesd above. You are perrrtitMd to trartefsr your Trust IrtESreats ally in tM circtttrrotamxa described in the brochure. You may aho imxruct that aN (but riot less-than a9) of your shares of MetLiFs, Inc. rxlmmon stack held by the Trust be wkhdretwn from the Trust. In(ormatlgt regarding your tlritlWrawal rights may be found in the Purchase and 3aN Brochure or by calving the member Natsd above. t7gtfetf43 t3s ~ ~ the tToara a o trector: of M. I ~ ~ i ettpectsd b by bald on April 28, 2011. The for ai n p shareholder propae~ for consideration at this Noventbar 23, t Int.'s amual report and f w91 bs awNable ree af charge on or before Match 91, i. rritlt other Matl.Ma. Inc. and Trust i9ings tatdsr federal . p) on the Irtterrtet at tiwvw.liAatllfscom by selecting About ~ ~ Ctowrrtartoe, under R~isted urns. (N) by itrdtlrtg to Mc., c/ BN Y Mellon 8hsreownsr Services. PO Hatt 379447, P PA 152~L-9447 or (ill) by tla9ktg tlts nttrrlbsr 9sbd shone. Tftsss and 8EC flWngs by Metlife and the Trwt are akto atrailabb on the at .tec.aav. PleesAir NObs: NrpOrtant 2010 Tax kr~orlmaitbn IIAeb.lte FORMA 1099-DN. U.g, T/~ ~~ ~ X10 OMB N!O DMDENDS/DISTRIBUTIONS 1 !9-0110 RE B ~R PI NT REGPlENTS TOTAL ORDNVARY '' IDENT)FICATION NUMBER DMOEND$ QUAUFIEO DMDE NDS FEOMiI1L IN00 E i41(WIi1Fi~.D 1A t 1 174-Oti•3811 yb,gZ ~ 4 ~ i ~ PAYER'S NAME PAYER'S FEDERAL IDENTIFICATION NU BNY MELLON SHAREOWNER SERVICES AS CUSTODWN OF THE METLJFE POLJCYHOLDER TRUST I ' ' St-&91898 7 , SECURITY DESCRIPTION TO ViAiOM PAID TRUST INTERESTS ~ RAY E BEAM 1900 MARY LN RE E BY CARLJSLE PA 17013-1043 THE BIWK EW YORK 480 w eou .JERSEY IMPORTANT 2010 TAX INFORMATION FOR INFORMATION REGARDING THE ARONE , NJ 07310 , 1 TINS b trrrportarrt fax Information and h being frarrbirad to the Intemtl Ffsvanrrs Sarvks. a you aro ragrdrad ~ Ise a ratran, a rragegarrca paraay or other sarteeon may ba • on you M thb income Ia GxabN and tM IRS dsbrmkrss that k has rat tram Box 1A - 3frowa total ordinary dividerrda that are taxable. Include this anaunt on tlne 9a of Form 1040 a IOWA. Also. report fl an SriredtYe B (Form 11110) or ScFredule 1 (Form 1040A), 9 required. The amaxd sfrovm may be dividends a oorporatlon paid directly to you ere a partl- dPent (or berre9ciary d a partldpant) in an empbyee atodr ownerehip plan (ESOP). Report tl as a dividend an your Form 10W/1040A, twt treat it as a plan dfstrltwtbn, not as investment irxxxne for any other purpose. Box 18 -Shows Ore porfbn of the amount rn box to that may bs eligible far the 15% or zero capital pVne rates. See Ste Form 10WHOWA btatructlons for how to determine this amount. o~. r. ~~._ __..___. __ .._ _. _ __ ._ Box 4 -Shows baclarp w9trhdWng. For exampb, a payer must wtlhhold on certain pay- ments at a 21196 rate H you did rat give your taxpayer identi9ca form W-9, Request for Taxpayer Identtlkxtbn Number and to the payer. See _ b~kup w9hholding. Include this amount an your income tax retu forinformatlon on tax wilhheM. Nominsas. If this form includes amounts bet to amther ~ ranrinee ~n9 recipient. You mull file Fomn 1099-DIV with the IRS . Ya+ ere considered a: show theM share of the income. and You must tarnish a Form 1 of the dher ovmers to DI b each A husband or wife is rat required to 916 a nominee return to slaw amounts . ~ the other. See the 2010 General Irgtructlorts for Forma 1099, 1089, 3921, 3822, 5498, a VIIF2G.