HomeMy WebLinkAbout04-0657 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of'
do,4~C/a c~.s c~177/ NO. ,~]--04-&57
also known as
Deceased.
Social Security No. 7.-o~ Z~ 'lt[ ¢q
To:
Register of Wills for the
County of c~'o,~ ~' in the
Commonwealth of Pennsylvanta
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the
in the last will of the above decedent, dated.
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (_~ tJ ~ t~ County, Pennsylvania, with
last family or principal residence at
(list street, number and muncipality)
Decendent, then '7] years of age, died ~ --'7.-~'-- , 19. 05'
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
~fter 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.
theron.
(testamentary; administration c.t.at;.administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALXH OF PENNSYLVANIA }
COUNTY OF (M4./r~'~/x Oa/~a~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well a~ruly ad~ister the estate according to law.
Sworn to or affi[~e~t~d subscribed . ~/~~
before ~is /~~ a.. ~ / ~
Estate Of
,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
ANDNOW .. .~_ .t .0 X.,o' [4 =:,,~630L~ ~9 , in consideration oflhe petition
the reverse side he'of, sat~factory proof having been presented before me, on
IT IS DEC~ED that the instrument(s) date~ {9' ~' ~o~
described therein be admitte~robate ~d filed of record as the last will of
~d Letters ~~ ~ ;
=e hereby ~r~ted to Oa~ ~ ~~
FEES
Probate, Letters, Etc~ .........
Short Certificates( ) .......... $_.1,.~.
/0.
TOTAL _
Filed . .~ .'.)~.: .~.q ..................
A~I'ORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed x~ilh mc a-
Local 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.
Fee tk)r this certificate, $2.00
P 1041.4 79
No.
._IIIN 2
Date
.i
COMMONWEALTH OF PENNSYLVANtA· DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
~'.Ftnm~e *' 208 -- 24 --1164
Joan
,. : 9/4/32 Carlisle,PA ~_~
Bolting Springs, PA 17007 ~
~ ~ [m, ~aqL ~ingerF.H.gCre~or~Mt. Ho~Springs,PA?7065
LAST WILL AND TE~TAMRNT
I, JOAN C. MEREDITH, of the Township of South Middleton,
County of Cumberland and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament,
hereby revoking and making void all former wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor or Executrix, as the case
may be, as soon as conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated unto my husband, CARL A. MEREDITH,
absolutely and in fee simple, if he survives me by as many as
sixty (60) days.
THIRD. If my husband, CARL A. MEREDITH, does not survive me
by as many as sixty (60) days, then and in that event, I give,
devise and bequeath all the rest, residue and remainder of my
Estate, real, personal and mixed, whatsoever and wheresoever
situated, in equal shares unto my four children, namely, TONYA L.
MEREDITH MOTTER, MICHAEL A. MEREDITH, JODY A. WHEELER and STEVEN
M. MEREDITH, share and share alike, absolutely and in fee simple.
If any of my said children should predecease me and
leave lawful issue to survive%i~him, her or them, I order and
direct that the foregoing sh~re attributable to any such deceased
however, to the protective provisions of Item Fourth hereinbelow.
FOURTH. I order and direct that the distributive share of
any beneficiary hereunder who has not attained the age of twenty-
three (23) years at the time for distribution of said share shall
be paid over and delivered unto FINANCIAL TRUST SERVICES COMPANY
of Carlisle, Pennsylvania, (or its successor by merger or other
corporate consolidation) as my testamentary trustee, IN TRUST,
NEVERTHELESS, to hold, manage, invest and reinvest the same until
said beneficiary attains the age of twenty-three (23) years, upon
which latter event said trust shall be terminated and the then
remaining net balance thereof shall be distributed unto the
beneficiary absolutely. During the existence of any such trust,
I authorize and empower my said Trustee to use, expend and apply
from time to time such amounts of both income and principal as
only said Trustee in the sole exercise of its discretion shall
determine to be necessary and proper for the beneficiary's
support, maintenance and education including college or other
post-high school training.
LASTLY. I nominate, constitute and appoint my husband, CARL
A. MEREDITH, to be the Executor of this, my Last Will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my daughter, namely, TONYA L.
MEREDITH MOTTER, to be the Executrix hereof.
If both of the foregoing persons should fail to qualify
as my personal representative hereunder or cease so to serve,
then and in that ultimate event, I nominate, constitute and
appoint my daughter, namely, JODY A. WHEELER, to be the Executrix
persons shall be required to post bond or other security as a
condition of qualifying to serve as my personal representative
hereunder.
IN WITNESS WHEREOF, I, JOAN C. MEREDITH, have hereunto set
my hand and seal to this, my Last Will and Testament which
consists of three (3) typewritten pages to each of which I have
affixed my signature this ~'~day of March A.D., One Thousand
Nine Hundred Ninety-six (1996).
Joan C. Meredith
(SEAL)
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, sealed, published and
declared by JOAN C. MEREDITH, the Testatrix therein named, as and
for her Last Will and Testament, in the presence of us, who, at
her request, in her presence, and in the presence of each other,
have subscribed our names as wlt~0.' . ..
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
SS.
We, JOAN C. MEREDITH, RICHARD C. SNELBAKER and JANET R.
STEGNER, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or 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 Testament and that she had 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 a
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
~/~ Testatrix
~/ Witness
Subscribed, sworn to and acknowledged before me by JOAN C.
MEREDITH, the Testatrix, and subscribed and sworn to before me by
RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this ~O~
day of March, 1996.
THOMAS W. SCOTT
JANE GOWEN PENNY
TERRENCE J. McGOWAN
J. PAUL HELVY
MICHAEL J O'CONNOR
HEATHER M. FAUST
STEVEN K BAINBRIDGE
THE LAW FIRM OF
KILLIAN & GEPHART, LLP
218 PINE STREET
P. O. BOX 886
HARRISBURG, PENNSYLVANIA 17108-0886
TELEPHONE (717) 232-1851
FAX NO. (717) 238-0592
www.killiangephart.com
September 24, 2004
Of Counsel:
JOHN D. KILLIAN
SMITH B. GEPHART
Register of Wills of Cumberland County
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
RE:
Estate of Christine S. Moyer
Date of Death: July 6, 2004
Will No.: 00675-2004
Dear Sir or Madam:
Attached is a check in the amount of One Hundred Twenty Thousand
($120,000.00) dollars as early payment for Inheritance Tax in the above listed estate.
Very truly yours,
Corinne Eggers Woodhouse
Enclosure
COMMONWEALTN OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFINDIVIDUAL TAXES
DEPT280601
HARRISBURG, PA 17128 O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 004420
KILLIAN JOHN D
218 PINE STREET
HARRISBURG, PA
17101
........ fold
ESTATE INFORMATION: SSN: 199-32-7765
FILE NUMBER: 2104-0675
DECEDENT NAME: MOYER CHRISTINE S
DATE OF PAYMENT:
POSTMARK DATE:
09/24/2004
09/24/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
20,000.00
REMARKS:
TOTAL AMOUNT PAID:
20,000.00
SEAL
CHECK# 112
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death: ~- Z, ~"-- t~9 ~
~nNo. 2ooq.d06~'7 Admin. No. ~ /J/~. Zl-aq-065'7
To the Register:
I ce~ify that notice of (beneficial interest) ~ required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries Of the above-captioned estate on :
Name
Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
I
Telephone (! ~t~o)7 ~. ff-~"- 6" ~',S ..~
Capacity '~' ~/'~l%rs on al Represeotative
__.Counse for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
ROVNER NEIL J
4503 NORTH FRONT STREET
HARRISBURG, PA 17110-1708
RE: Estate of MERDITH JOAN C
File Number: 2004-00657
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal
Judge
Representative (s)
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
MEREDITH CARL A
108 EARL ST
BOILING SPRINGS, PA 17007
RE: Estate of MERDITH JOAN C
File Number: 2004-00657
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/24/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Joan Meredith
Date of Death: June 28, 2004
Will No.2004-00657
Admin. No.
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
October 13, 2004
Name Address
Michael Meredith
Steve Meredith.
Tonya Motter
Jody Wheeler
610 Ironwood Dr., Cranberry Township, PA 16066
1535 Ridge Road, Wellsville, PA 17365
408 Kerrsville Road, Carlisle, PA 17013
207 E. Springville Road, Boiling Springs, PA 17007
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except
Date:
Name Neil J. 136V~, ~s~uire
Address 45032q. Fronf Street
Harrisburg, PA 17110
Telephone (717) 238-6791
Capacity:
Personal Representative
X Counsel for personal
representative
285746
RE\<-l500EX(I-OCI1
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21 04
0657
'* COMMONWEALlHOF
PENNSYLVANIA
. OEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 171~Ol
I-
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C
W
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C
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INrTlAl)
MEREDITH Joan C.
COUNTY CODE YEAR
NIAIlBl
DATE OF DEATH (MM-D1J.'fEAR)
06/28/2004
DATE OF BIRTH (MM-DD-\'EAR)
09/04/1932
SOCIAL SECURrTY NUMBER
208-24-1164
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURrTY NUMBER
198-22-8471
03. RemainderRetum (dlleofIl8aDlprklrb12.13-82)
o 5. Federal Estale Tax Return Required
8. Total Number of Sale Deposit Boxes
o 11. Eleclion to lax under See. 9113(A) _ "" 0)
(IF APPUCABlE) SURVIVING SPOUSE'S NAME (lAST. FIRST, AND MIDDLE INrTIAL)
Meredith Carl A.
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woo
"'.....
0..11I
~
001. 0rIiina1 Relum
o 4. Umlled Eslale
06. Decedent OiedTesta1e(Alachcopydwa)
o 9. LiIigation Proceeds Received
o 2. Supplemental Return
o 4a. Fulure Interest Compromise (~ofdeatl dlr 12-12-82)
o 7. Decedent Maintained a Uving Trust (AIlIch copyofT~
o 10. Spousal Poverty Credit 1_ of dedlllel\wllIn 12~1-911111l11-1-95)
~FICIAL USE ONLY
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NAME
Carl Meredith c/o Neil J. Rovner
FIRM NAME ('_1
Angina & Rovner, P.C.
TELEPHONE NUMBER
(717) 238-6791
COMPLETE MAilING ADDRESS
Angina & Rovner, P.C.
4503 North Front Street
Harrisburg, PA 17110
-;"-1
C:)
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0.00
(11)
(12)
(13)
0.00
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1. Real EsIale (Schedule A)
2. SIocks and Bonds (Schedule B)
3. Closely Held Colporation, Partnership or Sole-Proprietorship
4. Mor1gages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & M_aneous Personal Property
(Schedule E)
6. Joinlly Ownad Property (Schedule F)
o Saparata Biling Requasled
7. Inter-V NOS Transfers & Miscellaneous No~bate Property
(Schedule G or l)
8. Total Gross Assels (total Un.. 1-7)
9. Funeral Expenses & Adminislrali>e Costs (Schedule H)
10. Debts of Decedan\ Moltgage UabilWas, & Usns (Schadule I)
11. Total Deducllons (tolal Unes 9 & 10)
12. Net V.IIIt of Estate CUne 8 minus Una 11)
13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been
mada (_leJ)
14. NelValue Subjlc:t to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Una 14 taxable at Ihe spousal lax
rate, or lransfers under See. 9116 (a)(12)
(14)
0.00
0.00
(1)
(2)
(3)
(4)
(5) 0.00
(6)
(7)
(8)
(9)
(10)
z
o
~
I-'
:;)
ll.
:i
o
o
~
16. Amount of Line 14 taxalHe a1lineal rate
0.00 x .0 _~____ (15)
x.O_ (16)
x .12 (17)
x .15 (18)
(19)
17. Amount of Una 14 taxabla at sibling rale
18. Amount of Una 14 taxable at collateral rate
19. Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
108 Earl Street
CITY Boiling Springs I STATE I ZIP
PA 17007
Tax Payments and Credits:
1. Tax Due (Pagel Line 19)
2. CredilslPayments
A. Spousal Poverty Credn
8. Prior Payments
C. Discount
(1)
0.00
Total Credits (A< B < C) (2)
3. InterestlPenalty Wapplicable
D.lnterest
E. Penalty
TolallnteresllPenalty ( 0 < E ) (3)
4. IfUne 2 is greater than Line 1 < Line 3, enter the differenoe. This is the OVERPAYMENT.
Check box on P.ge 1 Line 20 to request a refund (4)
5. If Line 1 < Line 3 is greaterlhan Line 2, enter the differenoe. This is the TAX DUE.
0.00
A. Enter the interest on the tax due.
(5)
(SA)
B. Enter the tolal of Line 5 < SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did deoedent m.ke a transfer and: Ves No
.. relain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. relain a reversionary interest or.......................................................................................................................... 0 ~
d. reoeive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ
2. If death occurred .fter Deoember 12, 1982, did decedent transfer property within one year of death
witheut reoeiving adequ.te consideralion? .............................................................................................................. 0 ~
3. Did deoedent own an "In trust fo~ or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did deoedent own .n Individual RetirementAccount. annuily, or other non-probate property which
conlains . benefici.ry designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF lllE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF lllE RETURN.
ADDRESS
108 Earl Street Boiling Springs, PA 17007
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
-( -() S-
DATE
ADDRESS
For d.tes of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the · t\ \ 1\ D b
The slalu1e does not exemot a transfer to a surviving .pouse from tax, .nd the slalulllly requirements for disclosure of .... I ~ t'\ \
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 . deceased chid twenly-<lne years of .ge or younger .t death to or
or a stepparent of the child is 0% [72 P.S. ~9116(a)(12)).
The tax rata imposed on the net value of transfers to or for the use of the deoedenfs lineal beneficiaries is 4.5%, exoept .s note ~
The tax rate imposed on the not value of transfers to or for the use of the deoedenrs siblings is 12% [72 P.S. ~9116(.)(1.3 ....). ~ \"
individual who h.. at least one p.rent in common with the deoedent, whether by blood or adoption.
) (iQI.
len W
lrent,
. an
REV-15DB EX+ (6-99) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
MEREDITH Joan C.
FILE NUMBER
2104-0657
ITEM
NUMBER DESCRIPTION
This estate wa opened for litigation purposes ONLY.
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property }olntly-owned with right of survivorship must be dil~loaed on Schedule F.
VALUE AT DATE
OF DEATH
0.00
No proceeds were received from this action which has been rejected by our office
and is now discontinued.
The estate has no assets.
.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert adcfltional sheets of the same size)
0.00
09-13-2005
MEREDITH
06-28-2004
21 04-0657
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is47-EX-AFP-io3:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLONANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOAN C FILE NO. 21 04-0657 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-"r" D~r!l'c.rICE OF INHERITANCE TAX
?=CQt')CJAf'PAAJSEMENT, ALLOWANCE OR DISALLOWANCE
, - .", ,-.OF :.DEIlOPIONS AND ASSESSI1ENT OF TAX
2GD5 SEP 13 Ptl 1: 45
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
1'1 rn!! r~l:
,-,_CI ,J> "-:"~I .n-r-
Or,-, <<...... r'I"
IH'j", ,..:,'.'.,',\ ':.~ ''-' '~""~'..
CARL MEREDITH ('!,.'..
C/O NEIL J ROVNER v
4503 N FRONT ST
HBG
PA 17110
ESTATE OF
MEREDITH
..
REY-1547 EX AFP (06-05)
JOAN
C
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
DATE 09-13-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Tote1 Assets
II)
(2)
(3)
I~)
IS)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
Ill!
(12)
113)
11~)
NOTE: I~ an assessment was issued previOUSly, lines
re~lect ~igures that include the total af ALL
ASSESSMENT OF TAX:
IS. ABOunt of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE: To insure proper
creeli t to your acCOUlt J
submit the upper portion
of this for. with your
tax pay.ant.
.00
nn
.00
.00
.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
119)=
.00
.00
.00
.00
.00
TAX CR ITS:
r '" AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
ROVNER NEIL J ESQUIRE
ANGINO & ROVNER PC
4503 N FRONT STREET
HARRISBURG, PA 17110
RE: Estate of MERDITH JOAN C
File Number: 2004-00657
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/28/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
G~r~~~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
MEREDITH CARL A
108 EARL ST
BOILING SPRINGS, PA 17007
RE: Estate of MERDITH JOAN C
File Number: 2004-00657
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/28/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Gl~n~~
Clerk of the Orphans' Court
::c: File
r'nlln.c::el
Register of Wi Us of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
J D.AAI L '- /1.-'{ ef?, (2 D I rLi
Date of Death: 6- )..3~ -04
Estate No.: '2c)~4- oo6..S--~7
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 B No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes Bl No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes ~ No 0 -
Date: "r- 't - ()b
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. bJ l ~~ ~
Signature
C A fU- A-;Vi ERE L,! 171-)
I .
Name
I {) 23 L::-AA '- S'-rR Ii:- c: i
Address
[!>()Il (A)( >tJAI,V6S'/ A- i 7OC'/ - <i.5;7
Telephone No.
Capacity: ~ Personal Representative
o Counsel for personal representative
, I
W
..A"\I',\J
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-
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYL VANIA
SUPREME COURT ORPHAN'S COURT RULE 6.12
STATUS REPORT BY PERSONAL REPRESENTATIVE
Name of Decedent:
JOAN MEREDITH
Date of Death:
JUNE 28, 2004
WIL Number:
N/A
Administration Number:
2004-00657
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 ( )
3) If the answer to No. I is YES, state the following:
a) Did the personal representative file a final account with the Court?
Yes ( ) No ( X)
b) The separate Orphans' Court No. (if any) for the personal representative's
account is:
c) Did the personal representative state an account informally to the parties in
interest?
Yes ( ) No (X)
d) Copies ofreceipts, 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.
Date:
I
I
**This Estate was opened for litigation purposes only. The case was not pursued.
./ . /1
/;'7 / ./ /-;;7
/ .// / ./. /'
Attorney: CN~rt V:R"bv~r ("
Address: 46'OliNorth Front Street
City, State, Zip: Harrisburg, PA 17110
Tele hone: 717/238-6791
May 4, 2006
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