The URL can be used to link to this page

Home My WebLink About03-0939Register of Wills of Estate of Hans also known as Elisabeth A. Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Dietrich Meurer No. , Deceased Social Security No. 347- 32- 5689 Meurer Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) r---] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut the Decedent, dated and codicil(s) dated named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (ct.a.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Hans-Dietrich Meurer Son 894 Forest Lane, Hanover, MD 21076 Hans-Hellmuth Michael Meurer Son 1462 Dockside Court, Frederick, MD Hans-Gerhardt Richard Meurer Sone Maren E.W. Trammell Daughter 10319 Greentop Rd., Cockeyesville,MD 6732 Black Duck Ct., Frederick, MD (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 9 N. Queen St. , Shippensbur~;, PA 17257 (list street, number, and municipality) Decedent, then 71 years of age, died 10/14/2003 at 9 N. Queen St. , Shippensbur8, (Location) 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 PA '100,000.00 100,000.00 situated as follows: 9 N. Queen St. , Shippensbur~;, PA 17257 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of l etters in the appropriate form to the undersigned: Sic~nature Typed or printed name and residence c.f~'~ _>_~,~/f//Z/~. //~ Elisabeth A. Meurer ~ , /~ ' 9 Properzi Way ~/2, Sommerville, MA 02143 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Commonwealth of Pennsylvania County of Cumberland Oath of Personal Representative 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed X ~-- ........ l~~ ."~ , · before me this.~z~) day of Elisabeth A. Meurer No. Estate of Hans Dietrich Meurer Social Security No: 347- 32- 5689 Date of Death: 10/14/2003 Deceased AND NOW, //~),/*~-~'"~/'/~z.,,~' /%.,~ ,~_~_, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~ Testamentary E~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Elisabeth A. Meurer in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ 235.00 5.00 20.00 Attorney: James G. Morsan, Jr. I.D. No: 06897 Tucker Arensberg, P.C. Address: 111 N. Front St. P.O. Box 889 Harrisburg, PA 17108-0889 JCP Fee .......... $ 10.00 Telephone: 717/234-4121 Inventory .......... $ Other ~(~_~ .... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) FAXSR: NORTHROP GRT~N ES At 1t/11/03 10:00:38 AM Page 3 Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Hans-Dietrich Meurer, Deceased NO. The undersigned, Son of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Elisabeth A. Meurer. WITNESS ~_~ . ~ ~/~_.hand this /~ ~//1 day of /f/~L"/~,~ 2003. (S~;n,tu~/, Hans-Dietrich Meurer 894 Forest Lane Hanover, MD 21076 Sworn to or affirmed and subscribed before me this / ~ ~ day Notary Public My Commission Expires: TOTAL PAGE.B2 Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Hans-Dietrich Meurer, Deceased NO. The undersigned, Daughter of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Elisabeth A. Meurer. WITNES t~.~~g~&~'~an~d :is ~'~i"l day of JU8*.,-*~l~-,. 2003. (Signature) Maren E.W. Trammell 6732 Black Duck Court Frederick, MD 21703 Sworn to or affirmed and subscribed before me this x'/'f~'' day of ~,,~/'.~,,~2 , 2003 Notary Public My Commission Expires: ////o~ O05'~ Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Hans-Dietrich Meurer, Deceased NO. The undersigned, Son of the above Decedent, hereby renounce(s) the right to administer the estate and respectfull WITNESS 2003. .dly requestS) that Letters be issued to Elisabeth A. Meurer. · [ 1462 ~oc~side (:d~urt J FrederiCk, MD 2'17~ Sworn td~dr affirmed and subscribed~''-~ before me this ~'~'~- day of ~'~ d~--~Y] ~/4~'- ,2003 ;;t ;r~rnP'~ii~o n Expires: ~ Terry N, Holdfidge My Commission Expires March 1, 2006 Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Hans-Dietrich Meurer, Deceased NO. The undersigned, Son of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Elisabeth A. Meurer. 2003. WITNESS (Signature) Hans-Gerhardt Richard Meurer 10319 Greentop Road Cockeyesville, MD 21030 Sworn to or affirmed and subscribed before me this ?V-'~ day of .~)//~F~'/" ,2003 "Notary Pul~lic ~J My Commission Expires: ~/////_] ~ his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as 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. P 9450398 No. ~ Date Fee for this certificate, $2.00 PERMANENT COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME ' STA~E FlEE NUMBER ' SE ~OClAL SECURITY NUMOER DAlE OF D~H '. ~S-DIETRICH MEURER ~. Male =.347 -- 32 -- 5689 , October '14' 20n~ I ~ ! ~ I ~ ~ "~ I ........ I u-~~" I~,'~: ~.: , 71 *~'l : I : [ 10/22/31 I German,, I,~,--~ ~--~ _Cumberland I Shin~ensbur ........... ' _ I~ ] US. ARMEOFORCES? I I~oecdvon~vhm~e~o~'a~eccxno~e~J) MARITALST~ffU$.M4,.,,..J [1'. 12~'m I 6+°"~s" ". Divorced ~7~ Pennsylvania ~ ,7c.~ ~ ,~.~ C~berland ~* ,~,.~ ~ Shippensburq *~. Wanda Reu~r [~. 1462 Dockside Ct.. Frederick, MD 2170 [ Shippensburg ],,~. Sprin9 Hill Cemetery ~,,. C~berland County~ ,E. Hans-Hellmuth Meurer ~.. Hans-Hellmuth Meurer ,,L . 10-24-03 ~. 012984-L ~ ~-~ F.H. ~.. P.O. ~ 336. ~ PA 17257 9: 00~. ~. 10/15/03 ~ ~0 ~ PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY Harrisburg, Pennsylvania In the Matter of the Estate of: Hans-Dietrich Meurer KNOW ALL MEN BY THESE PRESENTS, that Elisabeth Meurer ~ve, as ADMINISTRATR1X of the Estate of Hans-Dietrich and Pennsylvania National Mutual Casualty Insurance Company, a Pennsylvania Corporation, of Harrisburg, Pennsylvania, as Surety, are held and firmly bound unto ORPHANS COURT OF CUMBERLAND COUNTY, the PA in the full and just stun of Two Hundred Thousand and No/100 ........................ ~ .................... DOLLARS, ($ 200~000. ) for the payment of which, well and truly to be made, we bind ourselves, our heirs, executors,, administrators, successors and assigns, jointly and severally, firmly by these presents. Sealed with our seals, and dated this 10th day of November, 2003. WHEREAS, Elisabeth Meurer ADMINISTRATRIX of the estate of , has been, or is about to be, appointed Hans-Dietrich Meurer , by tile ORPHANS Court of Cumberland County. NOW, THEREFORE, the condition of this obligation is such, that if tile Elisabeth Meurer said ADMINISTRATRIX shall well and truly discharge the duties of said trust according to law, then this obligation is void, othenvise to remain in full force and effect. Form 78-168 Elisabeth Meurer PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPA~,.'~' By: l~a{4d ~V~. H~pcr~f?jffttorn~n-Fact 8/.61 'l~g aoqolao uo .~uudtuoO oaumnsu1-4lI~nsu~) psn~nlAI [~uot.3~N m.u~al-4suuod jo s;to~oo;q(I jo paeo~t oq~ .~q lXlOI&flqO8[tl~I Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Hans-Dietrich Meurer, Deceased NO. WITNESS 2003. The undersigned, Son of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Elisabeth A. Meurer. · ~ ~/_,¢~ hand this /~/'~ day of /f-/'~z///'~,°~ (Signatu Hans Dietrich Meurer 894 Forest Lane Hanover, MD 21076 Sworn to or affirmed and subscribed before me this / (~7/-~'~, day of J'~/) !/fiJ'l/~ , 2003 Notary Public My Commission Expires: ~_/..- 05 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) In DATE OF DEATH: October 14, 2003 Will No. To the Register: BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY OF PENNSYLVANIA re: ESTATE OF HANS-DIETRICH MEURER, Deceased. Administration No. 2003-00939 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 November 25 2003: Name Address Hans-Dietrich Meurer, Jr. Hans-Hellmuth Michael Meurer Hans-Gerhardt Richard Meurer Maren E.W. Trammell Elisabeth A. Meurer 894 Forest Lane, Hanover, MD 21076 1462 Dockside Court, Frederick, MD 21701 10319 Greentop Road, Cockeyesville, MD 21030 6732 Black Duck Court, Frederick, MD 21703 9 Properzi Way #2, Somerville, MA 02143 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: Signature: ~~Y)/ Name: ~/James ~. rv~r_~', Jr. ,j/ m u cke r ~e/n s'lS-~rg, P.C. Address: J 111 North Front Street ./ P.O. Box 889 /' Harrisburg, PA 17108-0889 Telephone: 717/234-4121 Capacity: X __ Personal Representative ~ Counsel for Personal Representative Estate Recoveries, Inc. Over 15 Years (~/'Serviee to the Financial lndusto' Register Of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 November 18. 2003 Estate Of Hans - Dieti' i e h Meurer, deceased. Our File#: MAR-54390 Estate #: 21-03-939 Dear Sir/Madam: Enclosed please find our claim regarding the above captioned estate which is being filed on behalf of American Express, creditor. A copy of this claim is being forwarded to Elisabath A. Meurer, Representative for the estate. If you have any questions concerning the attached claim, please do not hesitate to contact this office. //~cerely, /~ Robin J. Bortner, Ext. 133 RJB 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 21214 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 FOR INFORMATION ABOUT THE COLORADO FAIR DEBT COLLECTION PRACTICES ACT, SEE WWW. AGO.STATE.CO. US/CAB.HTM. Maine The business hours tbr Estate Recoveries, Inc. are Monday - Friday 8:00 a.m. - 6:00 p.m. Eastern Time. This agency may be contacted using the following nnmbers: 800-229-8472 or 410-444-8022, Fax: 410-426-4051 Massachusetts Notice of hnportant Rights: You have the right to make a written or oral request that telephone calls regarding your debt not be made to you at your place of employment. Any such oral request will be valid for only ten days unless you provide written confirmation of the request postmarked or delivered within seven days ot' such re- quest. You may terminate this request by writing to Estate Recoveries, Inc. at 15 Union Street, Lawrence, MA 01840. Hours for 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. - 12:00 p.m. Eastern Time. Minnesota l Estate Recoveries, Inc. is licensed by the Minnesota Department ot' Commerce. New ~r~rk ] The license number for 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. STATE OF PENNSYLVANIA IN THE MATTER OF IN THE ORPHAN'S COURT ESTATE OF: OF CUMBERLAND COUNTY HANS - DIETRICH MEURER ESTATE #: 21-03-939 DATE OF DEATH 10/15/03 STATEMENT OF CLAIM 1. The creditor, American Express, certifies that there is due and owing by HANS - DIETRICH MEURER, deceased the amount of TWO THOUSAND EIGHT HUNDRED NINETY-FIVE DOLLARS AND FIVE CENTS ($2,895.05). 2. The nature of the claim is a Personal Card account #372087973874008 with a balance due of $2,895.05. 3. The name and address of the claimant is: American Express, 200 Vesey Street, New York, New York 10285-3830. 4. The name and address of the claimant's agent is: ROBIN J. BORTNER, 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. The balance represents an accumulation of charges as posted to the account numbers described above. On behalf of American Express, creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoi~m is true and correct to the best of my knowledge, information and belief. ~_/~_..~ Q/ J i{O~TN J. BOR~I2~E~ Estate Recoveries, Inc. P. O. Box 24566 Baltimore, Maryland 2.1214 (410) 444-8022 State of Maryland, County of Baltimore: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this 17th day of November, 2003. ifer L./~i~'ehlein, Notary Public Jar My Commission Expires: August 8, 2004.,,,,~:~_'~ ~.. ge...' '... Over ~ 5 Years t4 Sm,ice to the Financial Industry. Estate Recoveries, Inc. £O. Box 24566, Baltimore, MD 21214 STATE OF Pennsylvania REGISTER OF Cumberland County In '[he Matter Of: Hans Dietrich Meurer (Deceased) PROOF OF CLAIM FILE Number # 2003-00939 TO: Cumberland County Register of Wills: 1. I, the undersigned, am a Collections Manager of Manufacturers and Traders Trust Company, doing business as M&T BANK (hereinafter the "BANK"), a New York banking corporation with a principal place of business located at One M&T Plaza, Buffalo, New York 14203. I am duly authorized to submit this claim for the Bank which is based upon my personal knowledge and/or upon records kept in the ordinary course of the Bank's business. 2. The decedent is indebted to the Bank in the amount set forth in paragraph 3 below. The amount claimed is correct as of the date of death atter all appropriate payments or other credits. There are no set-offs or counterclaims. This claim is free from any charge forbidden by applicable law and excludes all unmatured interest. 3. The sum owing to the Bank as of the date of the decedent's death is $ 18,632.$9 (adjusted) 4. The nature of the debt is the following: (Check item(s) applicable.) ( x ) (1) Note or agreement payable to Bank, signed by decedent. ) (2) Note or agreement payable to third party now owned by Bank. ) (3) Revolving loan or line of credit (for example, Visa Agreement, commercial line of credit). ) (4) Amount owing under Equipment Lease Obligation. ) (5) Guaranty by decedent of debt of another. ) (6) Judgment. ) (7) Other (specify on reverse side). 5. Supplementtcry information: (1) Date ofnote/agreement/guarsnty/judgment February 27, 2003 (2) Bank account or file number: 11049825580001 6, The bank requests all notices and/or dividends to be sent to the following address: Manufacturers and Traders Trust Company Attention: Barbara Maute 1100 Wherle Drive Recovery Department, 2"d Floor Williamsville, NY 14221 ~7~a~d Trad_iers Trust COmpany Dated July 29,2004 By: ~~~ B~rbara Maute Assis~t Vice ~esident 11~ WeMle ~ve Collec~ons, 2'a Flor Subscn~ ~d sworn to ~fore me ~, ~ ~ ~ Wil~vflle, ~ 14221 ' O . C~Y~. tuRNER N~ pU~C,~tate of New ~uarmea in Erie C~ No~ ~blic ~ ~mJssion ~irea ~ TUCKER ARENSBERG Attorneys October 25, 2004 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Hans-Dietrich Meurer Dear Sir or Madam: Enclosed please find an original and one (1) copy of the Inventory and an original and two (2) copies of the PA Inheritance Tax return for filing. Please time-stamp and return the file copies in the enclosed self-addressed stamped envelope. A check payable to "Cumberland County Register of Wills" in the amount of $31.00 in enclosed which represents the filing fee. Should you have any questions, please do not hesitate to contact me. Thank you for your cooperation in this matter. Very truly yours, Tucker Arensberg, P.C. Theresa A. Wheeler Paralegal to Attorney James G. Morgan, Jr. :taw Enclosures Tucker Arensberg, RC. 111 North Front Street Re. Box 889 p. 800.257.4121 p. 717.234.4121 Harrisburg, PA 17108 f. 717.232.6802 www,tuckedaw.com REV- 1S00 EX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 171Z8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 10/14/2003 10/22/1931 cAPB HpRL EpIO CRAC KOTK ES OFFICIAL USE ONLY FILE NUMBER 2003-00939 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 347-32-5689 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NU M BER 4. Limited Estate . Future Interest Compromise (date of death after 1Z- 1Z-SZ) 6. Decedent Died Testate Decedent Maintained a Living Trust 1 (Attach copy of Will) (Attach copy of Trust) [] 9. Litlgat,onProceedsReceived r~10. Spousal Poverty Credlt J~ (date of death between 12-31-91 and 1 - 1-95) da e of death Remainder Return prior to 12-13-82) Federal Estate Tex Return Required Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME C OP James G. Morgan Jr., Esquire RO DN FIRM NAME (If Applicable) ~ NE Tucker Arensber~, P.C. S T TELEPHONE NUMBER COMPLETE MNLING ADDRESS 111 North Front Street P.O. Box 889 Harrisburg, PA 17108-0889 R E C A P I T U L A T I O N c o M T 0 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (8) (Schedule E) Jointly Owned Property (Schedule F) (6) ] Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probata Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) (9) (10) (1) 83,50030D (2) (3) N',ohe None 48,472.43 None None 88,326.42 18,061.71 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) OFFICIAL.USE ONLY (8) 131,972.43 (11) 106,388.13 (12) 25,584.30 (13) (14) 25,584.30 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 18. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) X .0 0 16. Amount of Line 14 taxable at lineal rate 25,584.3 0 X .0 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. Tax Due (15) O. O0 (16) 1,151.29 (17) O. O0 (18) O. O0 (19) 1,151.29 Copyright (c) ZOO0 form software only T he Lackner Group. Inc. Form REV-1500 EX (Rev. 9-00) Decedent's Complete Address: S?R~i ADDRESS 9 N. Queen Street C~TY STATE ZIP Shippensbur~ PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 1,151.29 0.00 0.00 0.00 1,151.29 0.00 1,151.29 Total Credits (A + B + C ) (2) Totar Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line ='0 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due, (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 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. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~ b. retain the right to designate who shalr use the property transferred or its income; ........... c. retain a reversionary interest; or ............................. d. receive the prom se for ire of either payments, benef ts 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 ~erJury, 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. SIGNATUREOFPERSON~E/,~N~IBLEPORFILINGRETURN Elisabeth A. Meurer DATE ......................... ~IGNA~UREbF~PAhER~T~THAhREPRESENTATJVE Tuc~e~ A:e~sbe~g, P C OAT~ ~ For dates ( ~ de~th on or after ~ ~1994 and before Janua~ 1 1995 the tax rate reposed on the net value of transfers to or for the use of the surviving s ~e is 3% [72 P.S. 9116 (a)(1.1) (i)]. For dates ( ~ death on or aEer Janua~ 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)1. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still appricable 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)1, 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(aX1)]. 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) SCHEDULE A COMMONWEALTH OP.ENNSYLVAN~^ REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hans Dietrich Meurer SS# 347-32-5689 10/14/2003 2003-00939 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Sch-~,_,!e F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 9 N. Queen Street, Shippensburg,PA - house TOTAL (Also enter on line 1, Recapitulation) $ 83,500.00 (if more space is needed, insert additional sheets of the same size) Form REV-1502 EX (Rev. 1-97) Copyright (c) 1996 form software only CPSystems, Inc, 83,500.00 REV- 1508 EX * (1-97) COMMONWEALTHOFPENNSYLVANIA INHERITANCETAXRETURN RESIDENTDECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY FILE NUMBER Hans Dietrich Meurer SS# 347-32-5689 10/14/2003 2003-00939 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 9 10 11 12 13 14 DESCRIPTION Coins, cash - coins and cash at house PSERS - final paychecks 2004 County/Local Taxes - pro-rated county/local taxes due seller on 9 N. Queen St., Shippensburg, PA property 2004-05 School Tax - pro-rated 2004-05 School Tax due seller on N. Queen St., Shippensburg, PA property American Express - credit balance refund Citizens Bank - checking account #6100795691 Citizens Bank - savings account #6140290821 Highmark Blue Shield - presciptions claim Highmark Blue Shield - presciptions claim PA Treasury - check for unclaimed property PNCBank - savings account #5050018092 Sprint - refund for cell phone service The Patriot-News - refund for cancel delivery service 2002 Mini Cooper - VIN WMWRC33402TC30444; Title No. 58431900802 TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 303.50 25,444.66 120.06 689.15 113.48 1,282.66 119.62 470.77 2,336.24 25.40 152.66 2.23 12.00 17,400.00 48,472.43 (If more space is needed, insert additional sheets of the same size) Copyright (c} 1996 form software only CPSystems, Irtc. Form REV- 1508 EX (Rev. 1-87) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Hans Dietrich Meurer SS# 347-32-5689 10/14/2003 FILE NUMBER 2003-00939 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1 Fogelsanger-Bricker Funeral Home, Inc. - funeral fee 7. 1 2 3 4 5 6 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Tucker Arensberg, P.C. Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant StreetAddress City S~te Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accoun~nt's Fees Tax Return Preparer'sFees OtherAdministmtive Costs 2002 Mini Cooper - state inspection 2002 Mini Cooper - reimbursement to Hans Dietrich Meurer, Jr. foz car repairs 2002 Mini Cooper - car repair in order to sell 9 N. Queen Street, Shippensburg,PA - settlement charges to seller AirTran - travel to funeral AirTran - travel to Shippensburg for executor duties Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation} 9,125.30 17,000.00 292.00 92.97 277.76 1,500.00 10,079.82 165.50 209.50 49,583.57 $ 88,326.42 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 l=X (Rev, 1-97) Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B2 (Attorney's Fees) Item Description Tucker Arensberg, P.C. Tucker Arensberg, P.C. - attorney fees - attorney fees 9,000.00 8,000.00 17,000.00 Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B4 (Probate Fees) Item Description Amount 1 Register of Wills - open estate 292.00 292.00 Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 7 AirTran - travel to Shippensburg for executor duties 8 AirTran - travel to Shippensburg for executor duties 9 AirTran - travel to Shippensburg for executor duties 10 Borough of Shtppensburg - dumpster rental/dumping fee for cleaning out property 11 Borough of Shippensburg - water/sewer 12 Borough of Shippensburg - water/sewer 13 Borough of Shippensburg - fee to shut off water to house due to pipe burst 14 Borough of Shippensburg - water/sewer/recycling 15 Cardiovascular Associates - medical invoice 16 Carlos R. Leffler - heating oil for house 17 Carlos R. Leffler - heating oil for house 18 CDS - delivery fees for pick up of Letters of Administration 19 Citizens Bank - Fee for research and copies 20 Citizens Bank - credit line payment 21 Comcast Cable - Cable 22 Comcast Cable - Cable 23 Cumberland Law Journal - proof of publication 24 Dr. Neil Hoffman - fee for autopsy 25 Ebay - fee for listing and selling Mini Cooper 26 Federal Express - overnight death certificates for life insurance 27 Hans Dietrich-Meurer, Jr. - travel to from Maryland to Harrisburg 234.50 339.50 194.70 211.63 124.09 122.53 25.00 40.70 7.40 224.00 448.00 31.50 218.50 7,536.94 48.03 71.15 75.00 1,200.00 150.00 10.90 103.32 Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description A/nount 28 29 30 31 32 33 34 35 36 37 38 39 40 to meet with attorney regarding estate issues on 12/28/2003 Hans Dietrich-Meurer, Jr. - travel to and from Maryland & Shippensburg 230 miles X 5 trips to assist w/ proerpty and estate matters. Hans Dietrich-Meurer, Jr. - gas for Mini Cooper Hans Dietrich-Meurer, Jr. - fee for newspaper adds to list Mini Cooper for sale Hans Gerhardt Meurer - travel from Maryland to Harrisburg to meet with attorney to discuss estate issues on 11/10/2003 and 12/28/2003 Hans Gerhardt Meurer - travel to and from Maryland & Shippensburg; 204 miles X 18 trips to assist with property and estate matters. Hans Gerhardt Meurer - travel from Maryland to Shippensburg January 4, 6, 11, 2004 to assist with maintenance of property Hans Gerhardt Meurer - travel from Maryland to Harrisburg to meet with attorney on August 13, 2004 Hans Gerhardt Meurer - travel to BWI to pick up/drop off Executrix in order to attend estate duties Hans Gerhardt Meurer - travel to Harrisburg from MD to assist with maintenance of property (10 trips X 204 miles X .375/mile) Hans Gerhardt Meurer - travel to Frederick to assist sibling with estate matters (2 trips X 117 miles X .375/mile) Hans Hellmuth Meurer - travel to and from Shippensburg from Maryland; 138 miles X 11 trips to assist w/ property and estate matters. Hans Hellmuth Meurer - travel to Shippensburg from Maryland on January 25, 29, 2004 to assist with maintenance of property Hans Hellmuth Meurer - travel to Shippensburg from Maryland to assist with maintenance of property (18 trips) 414.00 21.65 212.72 151.20 1,321.92 229.50 78.75 159.03 765.00 234.38 546.48 103.50 877.50 Estate of: Hans Dietrich Meurer Soc Sec ~: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description 41 42 43 44 45 46 47 48 49 5O 51 52 53 54 55 56 57 58 Hans Hellmuth Meurer - travel to/from Frederick Maryland to assist sibling with estate matters (20 trips X 20 miles X .375/mi) Hans Hellmuth Meurer - Federal Express fees to send package to Executrix Hopcraft Hockley & O'Donnell - bond ~art - timer switches for house M&T Corporation - mini cooper payments for November, December and January M&T Corporation - mini cooper payment for February M&T Corporation - mini cooper payment for March M&T Corporation - mini cooper payment for April M&T Corporation - payoff to bank for Mini Cooper car loan Maren E. W. Trammell - travel to and from Maryland & Shtppensburg; 165 miles X 10 trips to assist with property and estate matters. Maren E. W. Trammell - travel to Shippensburg from Maryland 3anuary 4, 11, 12, 2004 to assist with maintenance of property Maren E. W. Trammell - travel to Shippensburg from Maryland to assist with maintenance of property (9 trips) Maren E. W. Trammell - travel to BWI to pick up/drop off Executrix in order to attend to estate duties McCune Lumber - plywood to repair attic at house MetLife Auto & Home - Automobile Insurance Pague & Fegan - tools and hardware to fix door at house Parson's Plumbing & Heating - winterization of house Penelec - electric bill 150.00 20.00 860.00 10.58 1,307.67 435.89 435.89 435.89 16,000.00 594.00 185.63 566.26 159.03 5.09 103.00 63.81 125.00 131.20 Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 59 Penelec - electric bill 60 Penelec - electric bill 61 Penelec - electric bill 62 Penelec - electric bill 63 Penelec - electric bill 64 Register of Wills - short certificates 65 Register of Wills - short certificate 66 Robert Creek - fee for upkeep of property 67 Robert Creek - fee for upkeep of property 68 Shippensburg Storage - storage fee for property contents 69 Shippensburg Storage - storage fee for property contents 70 Spring Hill Cemetary - opening grave site 71 Sprint - telephone at house 72 Stanley R. Gouchenour, Jr. - private investigator to investigate for PSERS issues 73 T-Mobile - cell phone invoice 74 The Bon Ton - credit card invoice 75 The Sentinel - proof of publication 76 Tucker Arensberg, P.C. - attorney fees for preparation of hearing regarding PSERS appeal 77 U-Haul - truck rental to remove items from property 78 U-Haul - gas for U-Haul 79 United Parcel Service - postage 49.69 40.97 67.76 82.51 15.47 6.00 3.00 200.00 200.00 54.06 457.48 1,120.00 303.37 7,500.00 177.00 114.00 98.69 583.00 267.63 58.00 13.31 Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 80 Walmart - photo montage supplies for funeral 49.67 49,583.57 REV-lSlZ EX + (1-97) COMMONWEALTH OF PENNSYLVANIA IN HERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hans Dietrich Meurer SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS~/ 347-32-5689 10/14/2003 FILE NUMBER 2003-00939 Include unreimbursed medical expenses. ITEM NUMBEI~ DESCRIPTION AMOUNT 1 American Express - credit card debt 2 3 Cumberland County Tax Claim Bureau - 2003 real estate tax MBNA America - credit card debt TOTAL (Also enter on line 10, Recapitulation) $ 2,808.06 874.61 14,379.04 18,061.71 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, inc. Fo~m REV- 1512 EX (Rev. 1-97) REV- 1513 EX + {9-00) COMMONWEALTHOFPENNSYLVANIA INHERITANCETAXRETURN RESIDENTDECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Hans Dietrich Meurer SS~/ 347-32-5689 NUMBER I. 2 3 4 II. 10/14/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal dist rlbutlons, a~ transfers under S~. 9116~1.Z)] Elisabeth A. Meurer 9 Ellery Street #41 Cambridge, ~A 02138 Hans Dietrich Meurer 894 Forest Lane Hanover, MD 21076 Hans Gerhardt Meurer 10319 Greentop Rd. Cockeyesville, MD 21030 Hans Hellmuth Meurer 1462 Dockside Court Frederick, MD 21703 ' RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Son Son Son FILE NUMBER 2003-00939 AMOUNT OR SHARE OF ESTATE 1/5 residue of the estate 1/5 residue of estate 1/5 residue of estate 1/5 residue of estate Maren E.W. Trammell Daughter 1/5 residue of 6732 Black Duck Ct. estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the san~ size) CopyHght (c) 2000 form software only T he Lack.er Group, Inc. Form R BV- 1513 EX (Rev. 9-00) Estate of: Hans Dietrich Meurer Soc Sec #: 347-32-5689 Date of Death: 10/14/2003 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship Amount or Share of Estate Frederick, MD 21703 Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Hans Dietrich Meurer also known as No. 2003-00939 Date of Death 10/14/2003 , Deceased Social Security No. 347- 32- 5689 Elisabeth A. Meurer, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We veril that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the Name of ~ Attorney: J I.D. No.: 06897 Address: )enalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. 1'11 ,rth Front Street , Esquire Personal Representative / Signature: . Elisabeth ^ Meurer Signature: Address: 9 Ellery St., Harrisburg, PA 17108-0889 Cambridse, MA 02138 Telephone: 717/234-4121 Description Telephone: 617/319-3342 . (See continuation page(s) attached) (Attach additional sheets if necessary) ~i~ Value Total: 131,972.43 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory, Prepared by the Pennsylvania Bar Association Copyright (c) lg96 form software onJy CPSystems, Inc. Form #RW-7 (199Z) Estate of: Date of Death: County: INVENTORY Hans Dietrich Meurer 10/14/2003 Cumberland CASH: 2004 County/Local Taxes - pro-rated county/local taxes due seller on 9 N. Queen St., Shippensburg, PA property 2004-05 School Tax - pro-rated 2004-05 School Tax due seller on 9 N. Queen St., Shippensburg, PA property American Express - credit balance refund Citizens Bank - checking account #6100795691 Citizens Bank - savings account #6140290821 Coins, cash - coins and cash at house Highmark Blue Shield - presciptions claim Highmark Blue Shield presciptions claim PA Treasury - check for unclaimed property PNCBank - savings account #5050018092 PSERS - final paychecks 120.06 689.15 113.48 1,282.66 119.62 303.50 470.77 2,336.24 25.40 152.66 25,444.66 Sprint - refund for cell phone service The Patriot-News - refund for cancel delivery service 2.23 12.00 PERSONAL PROPERTY: 2002 Mini Cooper - VIN WMWRC33402TC30444; Title No. 58431900802 17,400.00 REAL ESTATE/PA: 9 N. Queen Street, Shippensburg,PA - house 83,500.00 TOTAL RECEIPTS OF PRINCIPAL ............... 31,072.43 17,400.00 83,500.00 131,972.43 -2- COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFIND~VIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0604 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004549 MORGAN JAMES G JR 111 N FRONT ST P O BOX 889 HARRISBURG, PA 17108-0889 ESTATE INFORMATION: SSN: 347-32-5689 FILE NUMBER: 2103-0939 DECEDENT NAME: MEURER HANS DIETRICH DATE OF PAYMENT: 10/26/2004 POSTMARK DATE: 1 0/25/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/14/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,151.29 REMARKS: TOTAL AMOUNT PAID: $1,151.29 SEAL CHECK# 133 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS TUCKER ARENa} 111 North Front Street RO. Box 8~ IERG Harrisburg, PA 17108 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 INHERITANCE TAX ~..)~,~k; PO BOX 2B060! :17].~j~:j HARRISBURG, PA t0 h0EC 9 9:08 TUCKER ARENSBERG PO BOX 889 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHER/TANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX PA 17108-0889 REV-154? EX AFP C09-04) DATE 12-27-2004 ESTATE OF MEURER HANS D DATE OF DEATH 10-14-2005 FILE NUHBER 21 05-0959 COUNTY CUMBERLAND ACN 101 Aaoun~ Raai*~ad MAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LINE ~'~ RETAZN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF MEURER HANS D FILE NO. 21 05-0959 ACN 101 DATE 12-27-2004 TAX RETURN WAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship Zn~ares~ (Schedule C) (3) 4. Nor~gages/No~as Receivable (Schadula D) (4) 6. Cash/Bank Deposits/MAsc. Personal Propar~y (Schadula E) (S) 6. Jo/n*ly Offnad Propar~y (Schadula F) (6) 7. Transfers (Schedule g) (7) 8. To~al Assa~s APPROVED DEDUCTZONS AND EXEHPT[ONS: 9. Funeral Expanses/Ada. Cos~s/Misc. Expenses (Schedule H) (9) 10. Dab~s/Mor~gaga Liabil/~ias/Lians (Schedule I) (10) 11. To~al Deductions 12. Na~ Value of Tax Ra~urn 85/500 O0 O0 O0 O0 O0 O0 (8) 88,526.42 NOTE: To /nsura proper crodl~ ~o your account, subai* ~ho upper per*ion of ~his form wi*h your ~ax payment. 15. 14. NOTE: 151,972.45 DATE 10-25-2004 NUMBER CD004549 OZ$COUNT ZNTEREST/PEN PAZD (-) .00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-26-2004 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 19. Pr/ncipal Tax Duo TAX CREDITS: PAYMENT RECEZP1 .00 X O0 = .00 25,584.50 X 045= 1,151.29 .00 x 1Z = .00 .00 x 15 = .00 (19)= 1,151.29 ASSESSHENT OF TAX: 1E,. Aaoun'l: of L/no 14 a~ Spousal ra~o (15) 16. Aaoun~ of L/ne 14 ~axablo a~: Lineal~Class A ra~o (16) 17. Amoun~c of L/ne 14 a~ S/bl/ng ra~a (17) 18. Amoun~ of L/ne 14 ~axabla a~ Colla~:aral/Class B ra~:a (18) AMOUNT pA'rD 1,151.29 Chari*ablo/govornaan~al Beques*s; Non-aloc~od 911:5 Trusts (Schedule J) (1:5) . O0 Ne~ Value of Es~a~o Subject: ~o Tax (14) 25,584.50 Z~ an assessment was issued previously, 1/nas 14, 15 and/or 16, 17, 18 and 19 wi11 ZF PAID AFTER DATE /NDICATED, SEE REVERSE FOR CALCULATION OF ADDIT/ONAL INTEREST. 1,151.29 .00 15.04 15.04 ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT TS REQUIRED. TF TOTAL DUE IS REFLECTED AS A "CREDTT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~.~"~"' reflect figures that include the total o'F ALL returns assessed to date. 18~061.71 (11) 106.388.13 (z2) 25,584.50 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INJWI.~L.:'f'P!~~r:L~r: Or: INHERITANCE TAX Itit9JUOtt-:: L' \..' I !\,~.',_ I: PO BOX Z80601 r-.;-- :." . , ...., HARRISBURG, PA 17it[~a~~i_ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX 2DG5Ji.!l 14 P)i 12: ll6 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLEF:i<. O~: Cr~:Y'"~",I' ".-~ ('r''',: iL-r! )Id i,;',,\] '., '.:","':1. JAM~J:GH'ORGAN ; JR ESQ TUCKER ARENSBERG PO BOX 889 HBG PA 17108-0889 12-27-2004 MEURER 10-14-2003 21 03-0939 CUMBERLAND 101 *' REV-15~7 EX AFP {09-04l HANS D Allount Remitted 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 ~ ------------------------------------------------------------.--------------------------------------------------- ....-..- .-..... -". ~-- ",.... --~ ~._~.--...,. ~.-" -.....--.--...-... _..~. ~...-_..... ~.~......"...- ..... ,.."... - - RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred .<......;..-.::,=~ ......~.."...An+ ta. ,~~, ~ rCr>llate.-a!) bqnsficiaries of ths dscedent aftsr the expiration of any estats for COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX{11-96J RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MORGAN JAMES G JR 111 N FRONT ST POBOX 889 HARRISBURG, PA 17108-0889 n___n_ fold ESTATE INFORMATION: SSN: 347-32-5689 FILE NUMBER: 2103-0939 DECEDENT NAME: MEURER HANS DIETRICH DATE OF PAYMENT: 01/14/2005 POSTMARK DATE: 01/13/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/14/2003 NO. CD 004842 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $13.04 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RUCKER ET Al CHECK# 2236 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS $13.04 GLENDA FARNER STRASBAUGH REGISTER OF WillS TUCKER i ARENSBERG I Attorneys 111 North Front Street P.O. Box 889 Harrisburg, PA 17108 dl-e> 3-q'3cr REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURT HOUSE SQUARE CARLISLE, PA 17013 ...1.:Q, .:~ ,._,....,. ~~"! . .. ,=~~~~~i:::,QJ:.::~:~ 1-1 :.H:T('.:~, . 1. {l..n. .:-'.a..:..~-::'t. 1,"111",111"'11.11,,11,..11..,11,1.1"'11.11,1..1,1'1'1/1,i INRE: ESTATE OF: MEURER, HANS-DIETRICH ESTATE NO. 21-03'=939 DECEASED. SATISFACTION AND RELEASE OF CLAIM The undersigned, Kathy M Peyton, Agent for AMERICAN EXPRESS, has accepted a settlement in the amount of $2000.00 equal to 71.22%, satisfying the claim filed in this proceeding on behalf of the Creditor. 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 in respect to the date of death liability on account number 372087973874008. Executed this January 4, 2005. By: .:r BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-16D7 EX AFP 112-04) JAME;:S, G MORGAN JR ESQ TUC~ ARENS.ERG PO B:Ox 889 HBG: PA 17108-0889 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-22-2005 MEURER 10-14-2003 21 03-0939 CUMBERLAND 101 HANS D Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: -!.t~) REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 "::-:-:'::' {;;--":"'i NOTE: To(~nsure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ IW :r&tJ.,.!r.A~T>>..rGr:d'J'........;..'YARWI'tl"'t1er""lr.~'l~Am.~V.ltl!'CSOW....................... ... ESTATE OF MEURER HANS D FILE NO.21 03-0939 ACN 101 DATE 02-22-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-27-2004 PRINCIPAL TAX DUE:, 1,151.29 PAYMENTS (TAX CREDITS): ~ PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-25-2004 CD004549 .00 1,151.29 01-13-2005 CD004842 13.04- 13.04 TOTAL TAX CREDIT 1,151.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 lIE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU 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: 9/15/2005 MORGAN JAMES G JR III N FRONT ST POBOX 889 HARRISBURG, PA 17108-0889 RE: Estate of MEURER HANS DIETRICH File Number: 2003-00939 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. 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: 10/14/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~.~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge '-~ Register ofWiHs of Cumberland County STATUS REPORTU1\TDERRULE 6.12 Name of Decedent: Hans Dietrich Meurer Date of Death: October 14, 2003 Estate No.: 2003 - 009 3 9 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 a~istration of the estate is complete: Yes 0 No !f-\ 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: March 31. 2006 3. If the answer to No.1 is Yes, state the following: a. Did the perso~epresentative file a final account with the Court? Yes 0 No lk1 b. The separate Orphans' Court No. ( if any) for the personal representative's account is: (0 cr) c. Did the pers~l representative state an account informally to th interest? Yes No 0 \ c. Copies 0 re~eipts, releases, jOinde~s diPproval of fo accounts may be filed with the Cler oft e Orphans' attached to this report. I ! 9 / 2 1 / 0 5 . " Signature James G. Morgan, Tuck Arensber Name I III N. Front Street Ha risburg, PA 17101 Address parties in Date: LJ j C._. (..... , C1- (717) 234-4121 ('. : ('...; Telephone No. I.-I , . L;~' Capacity: 0 Personal Representative @ Counsel for personal representative ~~.-. c'--.: L-(;. REGISTER OF WILLS County, Pennsylvania Supreme Court Orphans' Court Rule 6.12 Status Report by Personal Representative Name of Decedent: Hans Dietrich Meurer Date of Death: 10/14/2003 Will Number: 21-03-00939 dministration Number: 21-03-00939 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete. 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest: Yes X No d. Copies of receipts, releases, joinders and approvals of for. I be filed with the Clerk of Orphans' Court and may be atta h d -- 0:. Signature Name: Address: informal accounts may this report. ~ 9~t/o i Date: ~~i f-~:} \~~~ \::5 t.-> 00". t-' ' ~ o c-..l ?:-\ k (i; ':~:l"-l ~ $ 6::, u >-- \),,~ ~~ cc.-:::;..~ Telephone: Harrisburg, PA 17108-0889 (717) 234-4121 Capacity: Personal Representative X Counsel for Personal Representative TUCKERIARE~9~fn~~ September 19, 2006 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Hans-Dietrich Meurer Will No. 2003-00939 Dear Sir or Madam: Enclosed please find an original and one (1) copy of the Status Report Under Rule 6.12 for filing. Please time-stamp and return the copy in the enclosed self- addressed stamped envelope. Should you have any questions, please do not hesitate to contact me. Thank you for your cooperation in this matter. Sincerely, Tucker Arensberg, P.C. ;1~(]~ Theresa A. Wheeler Paralegal to James G. Morgan, Jr. :taw Enclosures o ~Q G]&~ ..::C.~5~ (.)C ::.0 ..,.~-'~ ___l..J _:.:.a r--." c::::.l c::::l c:;r> (/) rr1 -0 N CJ -0 N C) .&:- ~ ,r-J "1 (-) ~]~ ,....; :y, C:=J C,) .-1'-, -~-: ~1'5 ,'''- rTI 111N.FrontStreet PO. Box 889 Harrisburg,PA17108 p.717.234.4121 f.717.232.6802 www.tuckerlaw.com_ \ 1500 One PPG Place Pittsburgh, PA 15222 p.412.566.1212 f. 412.594.5619 ~ Tucker Arensberg, PC. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 MORGAN JAMES G JR 111 N FRONT ST POBOX 889 HARRISBURG, PA 17108-0889 RE: Estate of MEURER HANS DIETRICH File Number: 2003-00939 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 1, 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: 10/14/2006 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~~~ 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: 9/14/2006 MEURER ELISABETH A 9 PROPERZI WAY #2 SOMMERVILLE, MA 02143 RE: Estate of MEURER HANS DIETRICH File Number: 2003-00939 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 1, 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: 10/14/2006 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, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ ~ \ cr cd.- ~ ~ -J~ ---- ~"2.. ~ -. " :"-~ .... ........... j 1... :'. <- :5S:: 't:. ..-..- ..1- u- P C-) ilP G- ~. I L~J ~t0 _L1:: <3 ~~ EfC o Cl) .s ...... o ib~ ~ Cl) Cl) cO - ~ .oU~ <I:l _y 0" ~"'OCf.lM Cf.l~~O 1-<.... ~ [' Cl):=: 0- ~......-€< ~ 0 ~ j::l., ~ 0 Cl) ~""Util (:l <I:l .... Cl) .60 ~ "i: 6~o8 ::r.~ ~ - ---lJ~ ~~ cn~ ~~ =~ ~2 ".:1I )" ,1 ~ cf ,..- ~ '.:1'.: 07 I..~) . u- ~_.) c..) t:':-)'C),'""") yef).. CC7 U\> [y c) 'vJ 0- W (/) ....0 c::? c;::> ("-..I \.- ,. ) /(f lD 0 0 't .... I ,., ~ - N ~ .... I - () ~ 0 ~ - Z WI ...- 0 3 10 ..... 00 0 - O:ZO: I - W:l!<l () - o 3 ,.. - - Zt-O: ~ - WOO 0 - Ii!ZlL. . - - ..... 010 - t- t- O - ZWW "" - O:t-J C4 - ~ - :)D.lD ~ - t4 t-2:<I () - 0 WWz C') O:t-:) C') - - t- C') a: ~ 0 - "" W ~ - H = X .. - H 0 Z m M '<tl .-t N o a . 3 i N (\t (T) .... (f) .:;t .... (\I () , ) ) ~ N =#: ~~ ~ .. ........-.,~