HomeMy WebLinkAbout03-0089PETITION FOR PROBATE and GRANT OF LETTERS
also known as
Social Security No. !c~_tb_l. _D~..~_ c~tS_q~_ceased._ De
No.
To:
Register of Wills for the
County of ~'t~ ,% O,~g Ln_ a_l l~ in the
Commonwealth 'of ~-nr~ylvania
The petition of the undersigned respectfully represents that:
Your petitioner~, who is/are 18 years of age or older an the execut~ l ~, _ named
in the last wilt of the above decedent, dated ffbl~-tv~t~l[ O,. .r.f: , ~
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in tr~u s, ,, ~ o 1~ ~/~ County, Pennsylvania, with
h lc; last family or principa~esidenc~a(' '~6 ~ L ~ ~ ~ ,
(list street, number and muncipality)
Decendent, then ~ years of. age, died ~ ~ ~it~ / [ ,~,
at ,~0 ~u~ ~t~ L~~ (~~a~JD ~,~.-~. /~ .
Except as ~ollows, decedent d~d not marry, was not d~vorced and d~d not have a chhd ~orn or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~'~;7'.n_~_E~r t~ a_~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to .or affir~e~ and subscribed
before me this °i~3"~_ __ ~ day of
Regtsterv
No.
'- -~ '~1 tl .........
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW J~k~.~ ~L~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument~ dated ~tO~~ ~ l~7~
described therein be admitted to probate and filed of record as the last will of ~ [~ ~ ~ ~
are hereby granteg
FEES
Probate, Letters, Etc .......... $.
Short Certificates( ) .......... $
Renunciation ................ $.
$.
TOTAL ~ $.
Filed ...................................
- - Register of Wills
ADDRESS
PHONE
21-03-89
REOISTER OF WILLS YORK COUNTY
OF SUBSCRIBING WIT
.. x codicil
(each) a subscribing witness to th~wil1 presented herewith(each) being duly qualified according to law,
depose(s) and say(s) that 'present and s~v~ ....... B
__ ~ , the testat . same and that m ~ _ si~ned as a witness at the
request of testat in h ~resence an'Xd'-O.n the presence of ~ach other)(in the presence of the
other subscribing witness(es)). /
SWorn to or affirmed and cribed
1 ~ (Nlme)
before me this day of
(Addres~
(Name)
/ For the Reg~ter ~'~
REGISTER OF WILLS YORK COUNTY
OATH OF NON-SUBSCRIBING WITNESS
familiar with the signature of $~l~l~,|le '"'17..'~'-~JlS~-~ , testatO~
~_~i~:~ ~v]:..~::-~o) the will presented herewith and that
the will is the hand~ifing of ~g~ ~
Sworn to or affirmed and subscribed
before me ~is day of
For the Reg~te~
(each) a subscriber hereto, (each) being duly qualified according to law, depose~0 and sayJ~ that~
of
believes the signature on
I~K~ , to the best of -7~£1R,. knowledge and belief.
REGISTER OF WILLS YORK COUNTY
OATH OF WITNESS TO WILL EXECUTED
BY MARK
,,(each)
codicil
a subscribing witness to the will presented herewith, (each) being duly qualified according to law,
depose(s) and say(s) that: testat
was unable to sign h
name thereto; testat
's name was subscribed thereto in testat
's presence; testat made h mark
thereon; testat
and dependents(s) was (were) present when testat
's name was subscribed
and when testat
codicil
signed the will
made h
will as witness(es).
mark; and testat
was present when the undersigned
Sworn to or
before me this
affirmed and
19
subscribed
day of
(Address}
For the Register
21-03-89
LAST WILL AND TESTAMENT
OF
MERIL E. BYERS
21-03-89
I, Meril E. Byers, of York Haven Borough, York County, Penn-
sylvania, being of sound mind, memory and understanding, do make
and publish this my last will and testament, hereby revoking and
making void all former wills by me at any. time heretofore made.
Item I.
I direct that all my just debts and funeral expenses be paid
as soon as may be convenient after my decease.
Item II.
I give, devise and bequeath my entire estate, real, personal
and mixed, of whatsoever kind and wheresoever situate, unto my
mother, Catherine Krafft, if living. Should she predecease me, I
do then give, devise and bequeath my entire estate unto Betty
Umphred.
Item III.
I do hereby nominate, constitute and appoint Betty Umphred
to be Executrix of this my last will and testament, and I direct
she use the services of Earl R. Doll, as attorney in the settle-
ment of my estate.
IN WITNESS WHEREOF, I, Meril E. Byers, the Testator above-
named, have hereunto subscribed my name and affixed my seal this
~ ~ day of ~~_~ , 1970.
(SEAL)
Signed, sealed, published and declared by the above-named
Meril E. Byers, as and for his last will and testament, in the
presence of us, who, have hereunto subscribed our names at his
request as witnesses thereto in the presence of said Testator and
of each other.
CERTIFICATION OF NOTICE UNDER RULE §5.6(a)
N~me of Decedent: Meril E. Byers, a/k/a Merril E. Byers, a/k/a
Merril Byers
Date of Death: January 11, 2~3
Will No. ~-o~-~o ~ Admin. No.
To the Register:
I certify that notice of beneficial interest required by Rule
5.6(a) of the Orphans Court was served on or mailed to the
following beneficiaries of the above captioned estate
Name:
Betty Umphred
Address:
530 Hummel Avenue, Lemoyne, PA 17043
Notice has now been given to all persons entitled thereto under
~ule 5.6(a) except: Catharine Krafft, died August 3, 1978.
Date: /~ 3~- o~ Si~ature
Name: Robert E. Myers
Capacity:
Address: %.0Q York Road
New Cumberland, PA 17070
Telephone No. 717~774-3163
Personal Representative
~-~- Counsel for Personal
Representative
TELEPHONE: 717/774-3163
LAW OFFICES OF
ROBERT E. MYERS
100 YORK ROAD
NEW CUMBERLAND, PA 17070
FAX: 717/774-2257
tax
March 3, 2003
Register of WiZls
Cumberland County Court House
Carlisle, PA 17013,
Re: Meril E. Byers
No. 2003-00089
Dear Sir or Madam:
Enclosed are the following:
1. One copy of Family Agreement for filing
2. Two copies of State Inheritance Tax form
3. Check in the amount of $6138.27 in payment of inheritance
4. Status report under Rule 6.12
5. Our check to you for filing fees - please fill in the
amount needed.
Very truly yours,
REM/MVH
Enc.
ROBERT E. MYERS
Attorney at Law
100 Old York Road
New Cumberland, PA 17070
~EV-1500 EX (6-00)
° ~ ' · COMMONWEALTH OF
,~~ PENNSYLVANIA
~ DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
R E S ID E N T D E C E D E N T coo,, coo --
I--
Z
LLI
iii
t-
Z
.~,
Z
o
n~
o
(b
iii
X
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATR (MM-DD-YEAR) DATE OF BIRTH (ivlM-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~1. Original Return
E~4. Limited Estate
[~6, Decedent Died Testate (Attach capy of Will)
E~]9, Litigation Proceeds Received
[~2. Supplemental Return
E~] 4a. Future Interest Compromise (date of death after 12-12-82)
[~7. Decedent Maintained a Living Trust (Attach copy of Trust)
] 10. Spousal Poverty Credit (date of death between 12-31-91 and %1-95)
[~3. Remainder Return (date of death prior to 12-13-821
E~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
E~11. Election to tax under Sec. 9113(A) (Attach Sch O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIOt~! SH~LD BE DIRECTED TO,
NAME 4 --- ~ ^'~ ' I COMPLETE'M~ILINGADDRE~S ~ ' '" ' '
FIRM NAME (If Applicable)
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 Properly (7)
(Schedule G or L)
8, Total Gross Assets (total Lines 1-7) (8)
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) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13) (14)
(~ oq~, 2. O
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15~ Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
16. Amount of Line '14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .0_ (16)
,'¢3 _.¢~., ~ U x .12 ¢7) ~. ~t~ I, ~'5
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) ~'~ ~ ~1' --'~_.~
Decedent's Complete Address:
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2) ~ ~3' ~L
Total Interest/Penalty ( D + E ) (3)
If Line 2 is greater than Line 1. + Lin.e 3, enter the difference. This is the OVERPAYMENT.
Check box on Page'1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] E~'
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 belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
z/, .¢
ADDRESS ' '
ADDRESS v . U ~ -- ~-'t
For dates of death on or a~er July 1, 1994 and before Januaw 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 RS. ~9116 (a) (1.1) (i)].
For dates of death on or a~er JanuaW 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sullying spouse is 0% [72 RS. ~9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a su~iving spouse from tax, and the statutory requirements br disclosure of assets and filing a tax return are still applicable even
the su~iving spouse is the only beneficial.
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 yeaB of age or younger at death to or br the use of a natural parent, an adoptive paren'
or a stepparent of the child is 0% [72 RS. ~9116(a)(1.2)].
The tax rate imposed on the net value of tBnsfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. ~9116(1.2) [72 RS. ~9116(a)(1)].
The tax rate, imposed on the net value of transfers to or br the use of the decedent's siblings is 12% [72 RS. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as a~
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-150~ EX+ (2-87) '
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
ESTATE OF
(All property iointly-ownea with the Right o viv0rsh~'~ must be disclosed on Schedule F)
FILE NUMBER
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
,,..
ACC e
TOTAL (Also enter on line 5, Recapitulation)
(Attach additional 8V2" x 11" sheets if more space is needed.)
EV-1511EX + (1-97)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
SCHEDULE H
FUNEI~AL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
DESCRIPTION AMOUNT
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s) I '7 ~- ~'b ""~ ._~b
Street Address .~'~l:) /"/'l, lJ~,%~-;L /~I~E/I,/i~.~~,:
Year(s) Commission Paid: ~.-0 {1 ~
Attorney Fees
Family Exemption: (if decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __
Relationship of Claimant to Decedent
Zip
5.
6.
7.
Probate Fees
Accountant's Fees
Tax Return Prepareds Fees
FI~-E IN ~'~g~T~,~cf-,
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
151.'0o
REV, 1513 EX+ 11'~7) ~ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
II.
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
FILE NUMBER
RELATIONSHIP TO DECEDENT
AMOUNT ORSHARE
OF ESTATE
Do Not List Trustee(s)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
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 '1'1' - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additional 'sheets of the same size)
CAPITAL DIVISION · LANCASTER/CHESTER DIVISION
DROVERS BANK DIVISION · GREAT VALLEY DIVISION
(717)291-2437
February 14, 2003
Robert E. Myers
100 York Road
New Cumberland, Pemasylvania 17070
Dear Mr. Myer:
RE: Merril Byers, deceased January 11, 2003
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Savings # 4419-
interest $ .25, in
13057, open 8/14/2000, balance $3,803.30 and accrued
his name only.
ACC
CD// BALANCE INT RATE OPEN ROLL OVER MATURITY
000-0077088 $1,055.00 $21.52 3.92% 7/7/1994 7/7/2002 7/7/2006
000-0078405 $1,600.00 $28.78 3.92% 7/29/1994 7/29/2002 7/29/2006
000-0078416 $1,000.00 $16.78 3.92% 8/9/1994 8/9/2002 8/9/2006
000-0078418 $1,000.00 $16.57 3.92% 8/11/1994 8/11/2002 8/11/2006
000-0078437 $1,000.00 $12.27 3.68% 9/12/1994 9/12/2002 9/12/2006
000-0078441 $1,000.00 $11.97 3.68% 9/15/1994 9/15/2002 9/15/2006
000-0081405 $3,000.00 $36.85 4.74% 4/10/1995 4/10/2001 4/10/2004
000-0082703 $2,000.00 $5.99 4.55% 6/19/1995 6/19/2001 6/19/2004
000-0102034 $3,851.68 $114.33 5.59% 7/5/1998 7/5/2003
000-0102035 $10,000.00 $296.84 5.59% 7/5/1998 7/5/2003
000-0102065 $20,000.00 $502.42 5.59% 8/3/1998 8/3/2003
000-0117940 $1,650.00 $58.08 5.35% 5/21/1999 5/21/2004
000-0117951 $ 1,000.00 $33.98 5.35% 5/29/1999 5/29/2004
000-0120622 $8,893.52 $187.22 4.97% 8/12/1999 8/12/2004
*All CD's are in his name only
If you should have any further questions, please do not hesitate to contact me.
Very truly yo,u, rs:
Karen D. Hillegas
Credit Inquiry Processor
P O Box 4887 Lancasler, PA 17604
www.fultonbank.com 1-800-FULTON-4
ROBERT E MYERS ESQUIRE
100 YORK ROAD
NEW CUMBERLAND PA 17070
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
February 13, 2003
Re: MERIL BYERS
SSN: 180-10-8905
Dear Attorney Myers:
Pursuant to your letter dated January 29, 2003, the Department of Public
Welfare (DPW), Estate Recovery Program, has reviewed the information you
provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Estate Recovery Program will not seek any recovery from this estate.
If you have any questions, please feel free to contact me.
Sincerely,
Ronald D. Hill, Manager
TPL - Casualty Unit
(717)772-6604
(717)772-6553 FAX
LAST WILL AND TESTAMENT
OF
MERIL E. BYERS
21-03-89
I, Meril E. Byers, of York Haven Borough, York County, Penn-
sylvania, being of sound mind, memory and understanding, do make
and publish this my last will and testament, hereby revoking and
making void all former wills by me at any. time heretofore made.
Item I.
I direct that all my just debts and funeral expenses be paid
as soon as may be convenient after my decease.
Item II.
I give, devise and bequeath my entire estate, real, personal
and mixed, of whatsoever kind and wheresoever situate, unto my
mother, Catharine Krafft, if living. Should she predecease me, I
do then give, devise and bequeath my entire estate unto Betty
MAR
3 .~ 2003 HARRISBURG PA ] ?
First Chss M
ROBERT E. MYERS
ATI'ORNEY AT LAW
1 O0 York Road
New Cumberland, PA 17070
Telephone,717-774-3163
TO:
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
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 O02249
MYERS ROBERT E ESQUIRE
100 OLD YORK ROAD
NEW CUMBERLAND, PA 17070
........ fold
ESTATE INFORMATION: SSN: 180-10-8905
FILE NUMBER: 2103-0089
DECEDENT NAME: BYERS MERIL E
DATE OF PAYMENT: 03/04/2003
POSTMARK DATE: 03/02/2003
COUNTY: CUM BERLAN D
DATE OF DEATH: 01/11/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $6,138.27
TOTAL AMOUNT PAID'
$6,138.27
REMARKS: BETTYUMPHRED
C/O ROBERT E MYERS ESQUIRE
SEAL
CHECK-//0099
INITIALS: CW
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
THIS AGREEMENT, made as of the ~ day of
~_ , 2003, by and between BETTY UMPHRED,
hereinafter refer~ed to as "Betty" individually, and BETTY UMPHRED,
a- Executrix of the estate of Meri! E. Byers, deceased, late of
Lemoyne, Pennsylvania, hereinafter referred to as "Executrix"
W I T N E S S E T H:
The Parties hereto intending to be legally bound hereby
d<.i-clare, promise and agree as follows:
1. The said Meri! E. Byers, a/k/a Merril E. Byers, a/k/a
Merri! Byers, 'lied Testate, a single person on January 11, 2003,
leaving a Last Will and Testament dated November 9, 1970.
2. The said Last Will and Testament dated November 9, 1970,
w~.s probated by the Register of Wills of Cumberland County,
Pennsylvania, on January 29, 2003, and Letters Testamentary were
issued and granted to Betty Umphred.
3. The said Last Will and Testament of Meril E. Byers
provided for the payment of all debts and funeral expenses.
4. A State Inheritance Tax Return was drafted and to be
i~!ed in the Register of Wills Office with a determination thereon
showing inheritance tax due of $6138.27 which has been paid less a
discount of 5%.
to Law.
6.
The Estate of Merii E. Byers was not advertised according
The said Last Will and Testament of Meril E. Byers
provided all of her estate was to go to Catherine Krafft, his
mother, if living, and if she predeceased him then to Betty
Umphred, individually, one of the parties hereto.
7. The Parties hereto desire and agree to finally and
permanently settle their respective interests in the Estate of
Meril E. Byers without the formalities'of filing a First and Final
Account and the Adjudication thereof and have distributed the net
assets of the Estate.
8. The Parties hereto acknowledge that they are aware of
their right to have a First and Final Account filed in the Register
of Wills Office of Cumberland County, Pennsylvania and adjudication
by the Court.
9. The parties hereto waive the filing and service of a First
and Final Account.
10. A letter has been obtained from the Pennsylvania
Department of Welfare showing no amounts due to the Department for
assistance to Meril E. Byers.
11. Betty is aware that if any unknown bills surface in the
future that she could be required to pay same to the extent of the
distribution to her herein provided.
12. An account of Betty Umphred, Executrix of the Estate of
Meril E. Byers is as follows:
PRINCIPAL - PERSONALTY
Capital Blue Cross refund
Drovers Bank - Accounts and C.D.s
Total
$197.16
61~817.76
$62,014.92
DEBITS
Little Funeral Home, Manchester, PA
Notice: Forethought Life. Ins. Co. policy paid
directly to Little Funeral Home - $6765.00
£~agemyer Flower Shop
Personal Representative Commission
Attorney Fee - Robert E. Myers
Probate fees - Register of Wills
File Inheritance Tax return - Register of Wills
File Release - Family agreement - Register of Wills
N~tary Fee - Mary Ver Hage
Inheritance Ta:~ - Register of Wills
Total
$350.00
124.50
3199.94
2253.76
131.00
10.00
15.00
6.00
6138.27
$12,228.47
PRINCIPAL OF PERSONALTY
Debits
Credits
TOTAL'FOR DISTRIBUTION
RECAPITULATION
$62,014.92
12,228.47
Net
$491786.45
$49,786.45
TOTAL FOR DISTRIBUTION
THIS BALANCE IS MADE UP AS FOLLOWS:
Cash in Bank Account
$49~786.45
Betty Umphred
SCHEDULE OF DISTRIBUTION:
$49,786.45
13. We and each of us hereby accept, approve and agree that
the said accounting of the assets, liabilities and Schedule of
Distribution shall have the same force and effect as if a First and
Final Account has been filed in ~he Office of the Register of Wills
of Cumberland County, Pennsylvania, by Betty Umphred, Executrix,
with a propose~ Schedule of Distribution as if the said First and
F~nal Account had been adjudicated and confirmed absolutely by the
Court of Common Pleas of Cumberland County, Pennsylvania, Orphans'
Court Division, and the said Court approved the said Schedule of
Distribution.
14. There are no liabilities of Meril E. Byers, deceased,
known by the Parties hereto except those herein set forth.
15. Betty acknowledges receipt of complete distribution of
the above share of the Estate to which she is entitled.
16. Betty does hereby release the said Executrix of and from
any and all claims known or unknown to her which she has against
the said Estate of Meril E. Byers.
17. This 'is the entire agreement between the Parties hereto
and shall be binding upon them, and their heirs, successors and
assigns.
IN WITNESS WHEREOF, we, the Parties hereto, have hereunto set our
hands and seals as of the day and year first above written.
WITNES ."~
Betty U~phred/- Individual
Bet~ U~hr~t rix of
the estate of Meril E. Byers
Commonwealth of Pennsylvania )
) SS:
COUNTY OF ~~ )
On this, the ~7 day of ~~-~ 2003, before me, the
undersigned office~, personally appea~ed Betty Umphred,
individually and as Executrix of the Estate of Meril E. Byers,
deceased, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within Instrument, and she
acknowledged that she executed the same for the purposes therein
contained.
NOTARY PUBLIC
My Commission Expires:
NOTARIAL SEAL
MARY D? VER wAGE. Notary Public
Fairview :'wp. York County
My Cornmiss:~ ,~ Expires May 7, 2006
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Meril E. Byers, a/k/a Merril E. Byers, a/ik/a Merril Byers
Date of Deaths January 11, 2003
Will No. 2003-0.0089 21-03-0089
Admin. No..
Pursuant to Rule 6.12 of the Supreme Court Orphans,
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is
Yes_ x No
2. If the answer is No, state when the personal
representative reasonably believes that the
complete:
complete:
administration will be
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes_______ No_______.
b. The separate Orphans' Cc, urt No. (if any) for
the personal representative,s account is:
c. Did the personal representative state an
account informally to tile parties in interest? Yes x No
d. Copies of receipts, releases, Jotnders and
approvals of formal or informal accounts may be filed with the
Cerk of tile Orphans' C. ourt and may be attached to this report.
Date :.. 2/27/03 S--~g~
Robert E. M~s
Name (Plea~--~ype or print)
~ 100 York Rd., New Cumberland~PA 17070
· Address -
( MAX ~ rmt .'AM3 )
Capacity:
Personal Representative
.~.....Counsel for personal
representative
nH-27
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 18060!
HARRISBURG, PA 17128-0601
ROBERT E HYERS
100 YORK RD
NEW CUHBERLAND
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF /NMERITANCE TAX
APPRATSEMENT, ALLO#ANCE OR DISALLONANCE
OF DEDUCT/ONS AND ASSESSMENT OF TAX
Reco, ~,~, · .......
Rc~ter of ~f~ DATE
EgTATE OF
DATE OF 9EATH
'03 ~PR28 P3:0~zLz NUHBER
COUNTY
ACN
PA 1707 .... ~-,~:~ --~ ~,~
0q-21-1003
BYERS
01-11-Z003
21 03-0089
CUHBERLAND
101
Amount Remitted
REV-l;4? EX AFP [81-03)
HERZL E
HAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGTSTER OF WTLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP [01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCT/ONS AND ASSESSNENT OF TAX
ESTATE OF BYERS HER/L E FXLE NO. 21 03-0089 ACN 101 DATE 0q-21-2003
TAX RETURN #AS: { X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATXON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON:
1. Real Estate (ScheduZe A)
2.
:5.
q.
$.
6.
7.
8.
ORZGZNAL RETURN
(1)
Stocks and Bonds (Schedule B) (2)
Closely Held Stock~Partnership /nterest (Schedule C) ($)
Nortgages/No~es Rece/vable (Schedule D) (q)
Cash/Bank Depos/ts/M/sc. PersonaZ Property (Schedule E)
Jointly O~ned Property (Schedule F) (6)
Transfers (Schedule G) (7)
Tote! Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expensas/Ad,. Costs~Misc. Expenses (Schedule H)
10. Debts/Mortgage L/abil/~ies/L/ens (Schedule ~)
11. Total Deduc~/ons
3.2. Net Value of Tax Return
(9)
(10)
Char/table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Ne~ Value of Estate Subject to Tax
.00
.00
.00
.00
59~93~.56
.00
.00
(8)
6,090.20
.O0
(11)
(12)
(13)
(1~)
NOTE:
:Z.I= an assessment Nas issued prev/ously, 11nes 1~, 15 and/or 16, 17,
reflect figures that include the tota! of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of L/ne 1~ at Spousal rate (15) .00 X O0 :
16. Amoun~ of L/ne 1~ taxable a~ LineaX/Class A ra~e (16) .00 X 0~5 =
17. Amount of Line Xq a~ S/bX/ng rata (17) 53,8qq.36 x 12 =
18. Amount of Line 1~ taxable at Collateral/Class B rate (18) .00 X 15 =
)al Tax Due . (19)=
RECEIPT
NUMBER
CDOOZZq9
DXSCUUNT (+)
INTEREST/PEN PAXD (-)
323.07
19. Pr/nc/
TAX CREDITS
PAYMENT
DATE
AMOUNT PAZD
6,138.27
03-02-2003
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDZT/ONAL INTEREST.
NOTE: To /nsure proper
cred/t to your account,
submit ~he upper port/on
of this for. wi~h your
tax payment.
59,93q.56
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~.ogn.2o
53,8qq.36
.00
S3,8qq.36
18 and 19 ~ill
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED.
/F TOTAL DUE /S REFLECTED AS A 'CRED/T" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR /NSTRUCT/ONS.)
.01CR
.00
.O1CR
6,q61.3q
.00
6,q61.33
.00
6,q61.33
.0O
RESERVATION:
PURP0SE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTZONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to CZass 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life ar for years, the Cemeoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B [collateral) rate on any such future interest.
To fulfill the requirements of Section 21q0 of thm Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S.
Section
Detach tho top portion of this Notice and submit with your payment to tho Register of Nills printed on the reverse side.
--Make chock or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available mt the Office
of the Register of Hills, any of the 23 Revenue District O~ficas, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-4q7-3020 CTT only).
Any party in interest not satisfied with the appraisement, alloaanca, 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. 2810Zl, 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 17128-0601
Phone [717) 787-6805. Sma page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid eithin three (3) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is allowed.
The 1SE tax amnesty non-participation penalty is computed on the total of thm tax and interest assmssmd, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed ms indicated an this notice.
Interest is charged beginning with first day of delinquency, or nine E9) months and one (1} day free the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 1982 bear interest at the rate of
six (6X) percent par annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after
January 1, 198E will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 ara:
Interest Dally Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20X .000548 1987 9X .000247 1999 7~ .000192
1983 162 .000~38 1988-1991 11Z .000301 2000 8g .000219
198q 112 .000301 1992 9~ .0002~7 Z001 9X .0002q7
1985 13X .000356 1993-199~ 7X .000192 ZOOZ 6X .00016~
1986 10~ .000274 1995-1998 9~ .0002q7 2003 SX .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPATD
X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fi;teen [15) 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.