Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
02-1087
PETITION FOR PROBATE and GRANT OF LETTERS Estate of Robert L. Myers No. 21-02__ also know~z as ~ 0 8 7 To Social Security No. 192-14-7041 Register of Wills for the County of Cumberland in the The petition of the undersigned respectfully represents that: Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older and the exec eutrix named in the last will of the above decedent, dated Dec. 7, 2001 and codicil(s) dated N/A (state re evenat circumstances, e.g. renunciatton, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1100 Stratford Drive, Borough of Carlisle, st street, number an municipality Decedent, then 76 years of age, died at 1100 Stratford Drive, Borough of Carlisle, Cumberland Cor. November 10, 2002 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unestimated (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ unestimated situated as follows: 1100 Stratford Drive, Borough of Carlisle WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d. .n.c.t.a. thereon. 11~~ o~id«uru >urive arlisle PA 17013 COMMONWEATLH OF PENNSYLV NIA COUNTY OF CUMBERLANI) The petitioner(s) above-named ;;wear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the krowle~,.ge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioners) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 2 ,tn day of November, 2002 ~ ~~/. 2~ -~-- ~@'~ Register No. zi-o2-loss Estate of Robert L• Myers Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW pFC'EMBFR 4 , 2 0 0 2 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated_ Dec. 7, 2001 described therein be admitted to probate and filed of record as the last will of Robert L. Myers and Letters Testamentary . . are hereby granted to Louise M. ~~~a J rJ'~ ~,t~f Register of W ills ~~-~/~ FEES Probate, Letters, Etc. $ 2 7 0.0 0 Robert M. Frey - 06274 Short Certificates(1) $ 1 ~~_ ATTORNEY (Sup. Ct. LD. No.) x-pages 5 South Hanover Street Renunciation $ $ 10.0 0 Carlisle, Pennsylvania 17013 1 ~ Total $ 3 01 » 9 0 ADDRESS Filed..~i~e t...:~...r~?OO~./ (717) 243-5838 ~~ON~~~D ~~~~ REGIST7ER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS pert M. Frey and Robert G. Fre (each) a subscribing witness to the wi~l~presented herewith,,, (each) bein duI law, depose(s) and say(s) that they were g Y qualified according to Robert L. M ers present and saw the testat~_~ sign the same and that they request of testat or in is signed as a witness at the tL-____ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before ' '?~- " me this a~"~~ ~ ` ~l'~ ' ----_ day of Robert M Frey November 2 G 0~- 1StXX 5 S, (Name) Hanover St., Carlisle PA 17013 A ) ~~~~,~.~ Register ( ddress Robert G. Frey(NameJ 5 S. Hanover St., Carlisle PA17013 (Address) REGISTER OF WILLS OF OATH OF NON-SUBSCRIBING WITNESSU'vT3t' (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and sa s Y() that familiar with the signature of testat of (one of the subscribing witnesses to) the codivcii ' presented herewith and that codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19 Register !Name (Address) (Name) (Address) .~ , LAST WILL AND TESTAMENT OF ROBERT L. MYERS I, ROBERT L. MYERS, single man, of 1100 Stratford Drive, in the Borough of Carlisle, Cumberland County, Pennsylvania 17013, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, in a manner substantially similar to the arrangements made by me for the funeral services for my mother, Alice M. Myers. 2. I direct that all inheritance, transfer, succession, estate and death taxes, including interest and penalties thereon, which may be payable on account of my death, shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 3. I direct my hereinafter named Executrix to sell my house and lot of ground at 1100 Stratford Drive in the Borough of Carlisle, Cumberland County, Pennsylvania, and the net proceeds of that sale shall be paid to her, LOUISE M. KEEN, her heirs and assigns. 4. , I give and bequeath the sum of $50,000.00 to ANNA M. SHOFF, granddaughter of my friend LOUISE M. KEEN, to be preserved for her by my hereinafter named Executrix with the expectation that she will use it for a four year college education at Shippensburg University or at some similar school. 5. I direct that $100,000.00 shall be expended by my Executrix for the purpose of acquiring a small house and lot of ground or a lot of ground only and erecting on it a small house, in South Middleton Township, Cumberland County, Pennsylvania for CONNIE SHOFF who is a daughter of my friend, LOUISE M. KEEN, said sum to be used not only for the payment of the house and lot of ground but also for major household appliances, any amount required in excess of the $100,000.00 herein provided shall be paid by Connie Hill, and should said $100,000.00 be in excess of the amount required, then such excess shall be paid to Connie Hill. It is my expectation that this provision for a house for Connie Hill shall be accomplished within one year from the date of my death. 6. I give, devise and bequeath the sum of $200,000.00 to the Official Board of First United Church of Christ, and their successors, 30 North Pitt Street, Carlisle, Pennsylvania, to be used as follows: (a) Two scholarships of $50,000.00 each shall be awarded to two students who are members of First United Church of Christ, 30 North Pitt Street, Carlisle, Pennsylvania who are attending Vanderbilt University at Nashville Tennessee. (b) Two scholarships of $50,000.00 each shall be awarded to two students who are members of First United Church of Christ, 30 North Pitt Street, Carlisle, Pennsylvania who are attending Shippensburg University at Shippensburg, Pennsylvania. (c) It is intended that these four scholarships of $50,000.00 each are expected to be paid evenly over a four year period for each student, and it is further understood that there may not be students qualifying for these scholarships immediately after my death, in which case said sum shall be retained by said Official Board and invested with the annual income arising therefrom to be used and expended as the Official Board shall deem best and not necessarily for scholarship or educational purposes. In the event that all or part of this bequest is not expended for students attending Vanderbilt University and Shippensburg University within 20 years from the date of my death, I direct that said sum or the portion remaining shall be retained by said Official Board of First United Church of Christ and thereafter used for such purpose or purposes as said Board shall deem best. 7. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my the Official Board of First United Church of Christ, 30 North Pitt Street, Carlisle, Pennsylvania, their successors and assigns, . i ,~ to be used for such purpose or purposes as said Official Board shall deem best which residuary bequest shall be designated as being in memory of my parents, Theodore R. Myers and Alice M. Myers and my brother Donald R. Myers and of myself Robert L. Myers. 8. I hereby nominate, constitute and appoint my friend LOUISE M. KEEN as Executrix of this my Last Will and Testament, and further direct that she shall not be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 9. In addition to the powers conferred by law, my herein before named Executrix is authorized (a) To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. (b) With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is not under trust obligation. (c) To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. (d) To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. (e) To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. (f) To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. (g) And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. (h) In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. (i) And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. (j) To retain and invest in shares of stock of my Trustee. (k) To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. ~ ~.~ (1) To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on three (3) pages, this '7~ day of December , 2001. ~`~'~ ~- ~~L~ (SEAL) ROBERT L. MYERS Signed, sealed, published, and declared by ROBERT L. MYERS, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~':e REGISTER OF WILLS OF ~- ~ --- b ~' ~~~ ~ COUNTY OATH OF SUBSCRIBING WITNESS tel.- / (eaek) a subscribing witness to the will presented herewith, 4eac1~}being duly qualified according to law, deposes) and say(s) that ~-~ w ~ `~ present and saw the testat c f ,sign the same and that ~^-C signed as a witness at the request of testat:: r- in h ~ s presence and ~}r~ t~-e-r-°°°^~° of Pa~h nrhPs.(in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this ~ ~ __ day of (Name) SD 2 c ..e ..,.~ ~ .a.r _ 1$ Z- ©v 'Z ~ ~ . 1 f~,n o .~ x.f S ~. ~J~2J Regist r (Name) (Address) REGISTER OF WILLS OF COUNTY OA1TH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of , codicil testat of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of ltnowledge and belief. Sworn to or affirmed and subscribed before me this day of ~' ~,1- I ~` 5 ~ ~' (Address) ~ -4 i 7 o i 3 19 Register !Name) (Address) (Name) (Address) 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 N0. CD 002147 FREY ROBERT M ESQUIRE 5 SOUTH HANOVER STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: ssrv: 192-~4-7o4i FILE NUMBER: 2102-1087 DECEDENT NAME: MYERS ROBERT L DATE OF PAYMENT: 02/ 1 0/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 0/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S5,000.00 TOTAL AMOUNT PAID: REMARKS: ROBERT M FREY ESQIORE CHECK#3129 SEAL INITIALS: CW RECEIVED BY: DONNA M. OTTO REV-1162 EX(11-96) $5,000.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ROBERT L. MYERS Date of Death: November 11, 2002 Will No. Admin.No. 21-02-1087 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: March 12, 2003 Name Address Connie Shoff Hill 351 Burgner's Road, Carlisle, PA 17013 Anna M. Shoff 351 Burgner's Road, Carlisle, PA 17013 Louise M. Keen Myers 1100 Stratford Drive, Carlisle, PA 17013 Official Board of the First 30 North Pitt Street, Carlisle, PA 17013 United Church of Christ Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: March 12, 2003 Signature Name: Robert M. Frey Address: 5 South Hanover Street Carlisle. Pennsylvania 17013 Capacity: Personal Representative X Counsel for Personal Representative \ 217 OFFICIAL USE ONLY REY.1S00 EX (6-00) COMMdNWEAL TH OF REV-1 500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT, 280601 FILE NUMBER 21-02-01087 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT - COlJllTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER .... Robert L, Mvers 192-14-7041 z DATE OF DEATH (MM-DD-YEAR) IDA TE OF BIRTH (MM-DD- YEAR) w THl8 Ri!TURN MUST BE FILED IN DUPLlCA TE WITH THE C UJ 11/10/2002 10/30/1926 REGISTER OF WILLS u UJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER c Louise M, Mvers w [8h Original Return 02 Supplemental Return 03, RemsirKlllfR81um(dale"fdelllhptlor\012-13-62) ~ "'~'" 04 040 05 o\fn Limited Estate Future Inlerest compromise (date of death after 12-'2-B2) Federal Estate Tax Return Required wOO [8]e 07 "'~~ 8, u8:~ Decedent Died Testate (Attach copy of Will) Decedent Maintained a Livlng Trust (Attach copy of Trust) - Total Number of Safe Deposlt Boxes 4 09 010 011. Election 10 lax under Sec. 9113(A) (Attach Sch 0) Litigation Proceeds Received Spou.elPovertvCradrt(deteofdotath~1:l-31..g1and1.1-95) .... >\\>\'tIlISSE:qT!6NMUS'ni!E:cqMi>tmQ;~tq9il.~E:$P9NPEN<:E!~D~J:)N~IPE:Nill\i;!1l;'.!\.&\IN~Pii!MA'j'IQ!'l!:$fiq!1I!g\i!E:YQiBE:gtED~tPl\:\\'!! z NAME COMPLETE MAILING ADDRESS UJ c Robert M, Frev 5 South Hanover Street z ~ FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013 [fl F rev & Tilev 0:: 0:: TELEPHONE NUMBER 0 U 7170243-5838 OFFICIAL USE ONLY " Real Estate (St:hedule A) (1) 258,160 2. Stocks and Bonds (Schedule B) (2) NONE ::1("] NONE ~(\-;' S 9; 3, Closely Held Corporation, Partnership or SOIe.-Proprietorship (3) ~ ;:t 0"' ,'; 4, Mortgages & Notes Receivable (Schedule D) (4) NONE ~t-.' :z 5, Cash, Bank Deposits & Miscellaneous Personal Property t\:'; :=< (Schedule E) (5) 228,~~O . I -.J 6. Jointly OWned Property (Schedule F) (6) c:'" z D Separate BifJing Requested ;.~\ , -0 Q - '. ~ ,( 9", S 7, -0< ~ Inter-Vivos Transfer & Miscellaneous Non-Probate Property )>' {Schedule G or L) (7) .". ~ ::> It 8, TOTAL GROSS ASSETS (total Lines 1-7) (8) 486,450 '" 1rl 48,876 0:: 9, Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage UabHJties, & Liens (Schedule 1)10) 11, TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 48,876 12, NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 437,574 13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 102,522 14, Net Value Subject 10 rax (Une 12 minus Une 13) (14) 335,052 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax. rate ,or transfers under Sec.9116 (aX1.2) 258,160 x ,0 - (15) z 0 ;:: 16, Amount of Une 14 taxable at lineal rate 76,892 x ,0 45 (16) 3,460 '" .... ::> 0- 17, Amount of Une 14 taxable at sibling rate ,12 (17) ::0 x 0 U >< 18. Amount of Une 14 taxable at collateral rate x ,15 (18) '" .... 19, Tax Due (19) 3,460 200 ~... " "'>'.;,mj:;nY'.l\" if I ;;K!.::0\?,>KBE'StJRE\-);O:ANSWERIAC:~Qi.lESi'(ONS'ONKREVER'SEK'Sj..a.'N.'...... E'cHE'CK:j\IA'1ff'~~.::~\L')~;~~rf,1mlit18;)Jlj!R1illfdnl;jj}Jmi>i: F)- /05- J7 / Q .fA 01~ ,~,.~5D" ., " m Robert L. Myers C d 192-14-7041 Decedent's omplete A dress: STREET ADDRESS 1100 Stratford DriIle CITY I~TATE IZIP Cerlisle PA 17013 Tax Payments and Credits: ,. 2. Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 5,000 173 Total Credits ( A' 6' C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 4. TotallnlerestlPenalty ( 0 + E ) If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (3) 5. If line 1 + Hne 3 IS greater than line 2, enter the difference. This is the TAX DUE.. A. Enter the interest on the tax due. a. Enter the total of Line 5 + SA. This is the BAlANCE DUE. (4) (5) (5A) (56) AGENT 3,460 5,173 1,713 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ,. Did decedent make a transfer and: a. retain the use or income of the property transferred: b. retain the right 10 designate who shall use the property transferred or its income; . c. retain a reversionary lnlerest; or . d. receive the promise (or fife of either payments, benefits or care? If death occurred after December 12.1982.did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Ves o o o o o o 2. 3. 4. Did decedent own an Individual Retirement Account, annuity or other non--probate property which contains a beneficiary designation? . . . , . ' . . . . , No [8] [8] [8] [8] [8] [8] o [8] 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, t declare that \ have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, and complete. Deciaration of oreoarer other than the oersonal \'ei)lesentatiVe is based on an information of which pre parer has anY knowiedCle. :;;}!ATUR,E OF PERSON R~SPONSI6 FOR FILING RETURN ADDRESS AT 71J'?J ADDRESS 5 South Hanover Street, Carlisle, Pennsylvania 171113 For dales of death on or after July 1, 1994 end before January 1, 1995, lhe lax rale imposed on the net value of transfers 10 or fer the US& oflhe surviving spouse Is 3% 112 P.S. Section 9116 (a}(1.1)(i)J. For dates of deatl1. on or after J.muary 1, 1995. Ihe lax rale imposed on tha net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. Secticn9116 (a)(1.1)(ii)). The statute dO%s not exempt a Iransfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a (ax retum are still applicable even 1f the survi"lng spouse is the only beneficiary. For dates of death on or after July 1, 2000; The lax rale imposed on the net value of transfers from a deceased child twenty-o!'1e years of &ge or younger al dealh to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0%[72 P.S, Section 9116(a)(1.211. The tax. rate imposed on Ihe nel value of lransf&rs to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) 172 P,S. Section 9116(a}(1)]. The tax rate imposed on the net value of transfers to or for the use oftt\e decedent's siblings i$12% [72 P.S. Sectlon 9116(a)(1.3)] .A sibling Is defined, under"S.ection 9102, as an individual who has at least one parent in common with the decedenl, whether by blood or ildoption. AT REV-15Q2 EX + (1.97) (fl COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Robert L. Myers 21-02-01087 ALL REAL PROPERlY 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, naither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL PROPERlY WHICH is JOiNTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F. ITEM NUMBER 1. DESCRIPTION Real Estate, 1100 Stratford Drive, Borough of Carlisle, Cumberland County, Pennsylvania 170 3 VALUE AT DATE OF DEATH 258,160 TOTAL (Also enter on line 1, Recaoitulatlo, 'fIi (If more space is needed, insert additional sheets of the same size). 258,160 II' I fVd.:.v II.\L... ", l:::..it.;HUW, f'L.:/\:';c ;;;::::-;0 T:i:S E::"'l TC YOUR MORTGAGE COMPANY PAYA6LF. '>0 DARLENE L MOYER, C/O CTCB 19 S, HANOVER ST, P,O, BOX 128 CARLISLE, PA 17013-0128 OESC; MAP NO: 04-22-0481-162 11 00 STRATFORD DRIVE ACRES ,440 DEED 0030Fl 00279 NOTTINGHAM LOT 138-A PB 22 PG 47 Residential Building RESIDENTIAL TA> PAYER MYERS, ROBERT L 11 00 STRATFORD DRIVE CARLISLE PA 17013 OFFICE HOURS: MONDAY 8:30AM.4:00PM TUESDAY-FRIDAY 8:00AM-4:00PM CLOSED HOLIDAYS PHONE: (717) 243.3725 IF TAXES ARE IN ESCROW, PLEASE SEND THIS BILL TO YOUR MORTGAGE COMPANY PAYABLE TO; DARLENE L MOYER, C/O CTCB 19 S, HANOVER ST, P,O, BOX 128 , CARLISLE, PA 17013-0128 Ol::;;C. MAP NO: 04-22.0481-162 1100 STRATFORD DRIVE ACRES .440 DEED 0030F/00279 NOTTINGHAM LOT 138-A PB 22 PG 47 Residentiai Building RESIDENTIAL '" PAYER MYERS, ROBERT L 11 00 STRATFORD DRIVE CARLISLE PA 17013 OfFICE HOLiRS: MONDAY 8:30AM-4:00PM TUESDAY-FRIDAY 8:00AM.4:00PM CLOSED HOLIDAYS PHONE: (717) 243.3725 - Assessed Land Improvement Mineral Total Values 52,640 205,520 0 258,160 COUNTY OF CUMBERLAND Dlscollnt Face penaliV Rates ,00204600 ,00204600 " 10 ' COUNTY R IE 107.70 420.49 517.63 528.19 581.0J Rates .00010300 ,00010300 " 10' COUNTY LlB 5.42 21.17 26.06 26.59 29.2~ IOF " 109. Rates .0029S00~ I .00295000 MUNIC, R/E 155.29 606.28 746.34 761. 57 837.7j TAX AMOUNT DUE-> $1,290.03 $1,316.35 $1,447.99 If Paid On or After 3/01/2003 5/01/2003 7/01/200: If Paid On or Before 4/30/2003 6/30{2003 TAXPAYER COPY Bill Nc: Bill Date' Control No' 004 001398 2003 Statement of Real Estate Taxes IF NOT PAID BY 12/12/2003 THIS BILL WILL BE RETURNED TO TAX CLAIM BUREAU r0R COLLECTION AND FILING or A LIEN AGAINST YOUR PROPERTY. Return Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. TAX COLLECTOR COPY Bill No: Bill Date: 'l'otCl.l 258,160 Face 2003 Statement of Real Estete Taxes Improvement Mineral 205,520 0 Discount .- 517.63 " 26.06 .00204600 420.49 .00010300 21.17 5213.19 26.59 .00295000 606.28 " 746.34 761. 57 TAX AMOUNT DUE-> $1,290.03 $1,316.35 S/Ol.'2C03 If Paid On or Before 4/30 2003 G/~003 IF NOT PhID BY 12/12 2003 THIS BILL WIL... BE RETURNED TO TAX CLAIM BUREAU FOR CO...LECTION AND FILING Of A LIEN AGAINST YOUR PROPERTY. Return Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. 394! 3/01/200 3949 3/01/200s. Penalty 10 . 581.01 ._1:if"% 29.25 10% ~?.l.. $1,447.99 1701/200Y AT REV-150B EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAA RETURN RESIDENT DECEDENT ESTATE OF Robert L. Myers SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21..02..01087 Include the proceeds of Inigaliolllloo the o'ale lhe procveds""9fll received by the es181e. AlL PROPERTY JOIHTl'1-CWNED WITH THE RIGHT OF SURVIVORSHIP MUST Be OISCLOSEO ON SCHEDULE F. ITEM NUMBER 1. DESCRIPTION First UnionlWachovia, C/O #247412051552277 VALUE AT DATE OF DEATH 42,316 2. First UnionlWachovia, Checking Account #1014206072173 3. Waypoint Bank, C/O #1965296425 Accrued interest to Date of Death 90,000 81 4. Waypoint Bank, C/O #8000049245 Accrued interest to Date of Death 90,000 93 5. Automobile, 1990 Buick 1,500 6. Automobile, 1990 Dodge 1,000 7. PSERS, Monthiy retirement check from November 1, 2002 to November 10, 2002 620 8. Refund, U.S. Treasury 2001 Taxes 2,499 9. Refund, PA Department of Revenue 2001 Taxes 180 ,; TOTAL IAlso enter on line 5, Recapitulation' $ (If more space IS needed, insert additional sheets of the same size) 228,290 .. F~N. WACHOVIA - Reference ID: 500302 First Union/Wachovia Atm: Balance Confirmation Services POBox 40028 Roanoke VA 24022-7313 February 21,2003 FREY & TILEY A TTORNEYS AT LAW 5 SOUTH HANOVER STREET CARLISLE, PA 17013 SUBJECT: Verification I Confmnation of Account and Balance Information provided for: Customer: ROBERT L MYERS (SSN# 192-14-7041) Date of Death: November 10, 2002 DeDosit Account Information Account Account Date of Death Average Date Maturity Interest Accrued YTD Date Type Number Balance Balance. Opened Date Rate Interest Interest Paid Closed CER TlF[CA TE OF DEPOS[T 2474[2051552277 $42,315.92 7/2/200 [ $48.83 $ [,603.80 121\0/2002 LEGAL T[TLE, ROBERT LEE MYERS CHECKING 1010049591682 $45,351.75 6/[0/2002 $8.15 $351.75 1/912003 LEGAL TITLE, ROBERT LEE MYERS LOUISE M MYERS CHECKING 1014206072173 $1.00 3/311998 $0.00 $0.00 12/20/2002 LEGAL TITLE, ROBERT L MYERS . Due to system limitations, we can only provide a twelve month average balance on depository accounts. Other Account Information Account Type SAFE DEPOSIT BOX LEGAL TlTLE, ROBERT L MYERS Account Number Date of Balance Date Opened 51l1l1984 Date Closed Ledger Collected 0758551600305 LOCATION, CARLISLE 604 E H[GH STREET CARLISLE, PA 17013 000671 01/13/2003 FREY & TILEY 5 S HANOVER ST CARLISLE P A 17013 Y"WaYRqi!'Kt LOOK FOR US, WE'LL GET YOU THERE. The information which you requested on the account(s) of ROBERT L MYERS (Social Security Number 192-14-7041) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest 1965296425 CERTIFICATE 10101199 90000.00 80.78 90080.78 Balance at Date of Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Estahlished Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested 8000049245 CERTIFICATE 10128/96 90000.00 92.54 90092.54 SOLE S~ereIY, ~ KA~ viJ~l SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PeNNSYlVANIA 17105-17/1 Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com 217 REV-1509 EX+ (S-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Robert L. Myers 21-02-01087 If an asset was made joint within ona year of the decedenrs date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Louise M.Myers 1100 Stratford Drive, Cariisle, Pennsylvania 17013 Spouse B. c. JOINTLy..oWNEO PROPERTY' I , LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME! OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF JOINT iOENTlfYING NUMB!R ATTACH OEED FOR J01NTLY-IiELD REAL ESTATE. NUMBER TENANT VALUE OF ASSET INTEREST DECEDENTSJNTEREST ,. A. Miscellaneous Household Goods, Tenants by Entirety 2. A. Various Bank Accounts, Tenants by Entirety TOTAL IAlso enter on line 6 Recaoltulation $ (If more space is needed, insert additional sheets of the same size) " 217 REV-1511 EX + (12.99) COMMONWEALTH OF P~NNSYLVAN1A INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 21-02-01081 Robert L. Myers ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 8,203 2. Eby Granite Works, Grave Marker 170 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Louise M. Myers Social Security Number{s} I EIN Number of Pel'Sonal Represenlative{s) Street Address 1100 Stratford Drive Cily Carlisle State PA Zip 17013 Year(s) Commission Paid; 2003 18,162 2. Attorney Fees 18,162 3. Family El<emption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Louise M. Myers Street Address 1100 Stratford Drive City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Spouse 3,500 4. Probate Fees 301 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Joumal, Advertising 75 8. The Sentinei, Advertising 99 9. Filing Fee 15 10. Filing Fee for Final Account 107 11. Bank Charge, Estate Checks 24 12. Commonwealth of Pennsylvania, Transfer of Title 29 13. Commonwealth of Pennsylvania, Transfer otTilie 29 TOTALlAlso enter on line 9 Recanltul~liori)1 $ 48,876 Debts of decedent must be reported on Schedule I. (If more space Is needed, insert additional sheets of the same size) " : 217 REV-1513 EX + (9-GO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R SIDENT D CEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Robert L. Mvers 21-02-01087 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON IS- RECEIVING PROPERTY Do Not List Trustee/s' OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1. Louise M. Myers 1100 Stratford Drive Carlisie PA 17013 Spouse 258,160 Bequest of Real Estate at1100 Stratford Dr. Cumberland County 2. Anna M. Shoff 351 Burgners Road Carlisle PA 17013 Step Granddaughter 25,631 Abatement of 48.7% of $50,000.00 3. Connie Hill Huriey 351 Burgners Road Carlisle, PA 17013 Step Daughter 51,261 Abatement of 48.7% of $1 00,000 4. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET II. NON-- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Ollicial Board of First United Church of Christ 30 North Pit! Street Carlisle, Pennsylvania 17013 Abatement of .487 of $200,000.00 102,522 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15OQ COVER SHEET $ 102,522 (If more space is needed, insert additional sheets of the same size) " , LAST WILL AND TESTAMENT OF ROBERT L. MYERS I, ROBERT L. MYERS, single man, of 1100 Stratford Drive, in the Borough of Carlisle, Cumberland County, Pennsylvania 17013, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as Bnd for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made, 1. I direct my hereinafter named Executor to pay aU of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania. in a manner substantially similar to the arrangements made by me for the funeral services for my mother. Alice M. Myers. 2. I direct that all inheritance, transfer. succession, estate and death taxes. including interest and penalties thereon. which may be payable on account of my death. shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are incJuded in my probate estate. 3. I direct my hereinafter named Executrix to sell my house and lot of ground at 1100 Stratford Drive in the Borough of Carlisle, Cumberland County, Pennsylvania, and the net proceeds of that sale shall be paid to her, LOUISE M. KEEN, her heirs and assigns. 4. . I give and bequeath the sum of $50,000.00 to ANNA M. SHOFF, granddaughter of my friend LOUISE M. KEEN, to be preserved for her by my hereinafter named Executrix with the expectation that she will use it for a four year college education at Shippensbtirg University or at some similar school. 5. I direct that $100,000.00 shall be expended by my Executrix for the purpose of acquiring a small house and lot of ground or a lot of ground only and erecting on it a small house, in South Middleton Township, Cumberland County, Pennsylvania for CONNIE SHOFF who is a daughter of my friend. LOUISE M. KEEN, said sum to be used not only for the payment of the house and lot of ground but also for major household appliances, any amount required in excess of the $100,000.00 herein provided shall be paid by Connie Hill, and should said $100,000.00 be in excess of the amount required, then such excess shan be paid to Connie Hill. It is my expectation that this provision for a house for Connie Hill shall be accomplished within one year from the date of my death. 6. I give, devise and bequeath the sum of $200,000.00 to the Official Board of First United Church of Christ, and their successors, 30 North Pitt Street, Carlisle, Pennsylvania, to be used as follows: (a) Two scholarships of $50,000.00 each shall be awarded to two students who are members of First United Church of Chris~ 30 North Pitt Street, Carlisle, Pennsylvania who are attending Vanderbilt University at Nashville Tennessee. (b) Two scholarships of $50,000.00 each shall be awarded to two students who are members of First United Church of Christ, 30 North, Pitt Street, Carlisle, Pennsylvania wbo are attending Shippensburg University at Shippensburg, Pennsylvania. (c) It is intended that these four scholarships of $50,000.00 each are expected to be paid evenly over a four year period for each student, and it is further understood that there may not be students qualifying far these scholarships immediately after my death, in which case said sum shall be retained by said Official Board and invested with the annual income arising therefrom to be used and expended as the Official Board shaH deem best and nat necessarily for scholarship or educational purposes. In the evenllhat all or part of this bequest is not expended for students attending Vanderbilt University and Shippensburg University within 20 years from the date of my death, I direct that said sum or the portion remaining shall be I:t'tained hy said Official Board of First United Church of Christ and thereafter used for such purpose or purposes as said Board shall deem best. 7. All of the rest, residue and remainder of my estate, real. personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my the Official Board of First United Church of Christ, 30 North Pitt Street, Carlisle, Pennsylvania. their successors and assigns. (? ~U: I? IT"'I"""" to be used for such purpose or purposes as said Official Board shall deem best which residuary bequest shall be designated as being in memory of my parents, Theodore R. Myers and Alice M. Myers and my brother Donald R. Myers and of myself Robert L. Myers. 8. I hereby nominate, constitute and appoint my friend LOUISE M. KEEN as Executrix of this my Last Will and Testament, and further direct that she shall not be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 9. In additioa to the powers conferred by law, my herein before named Executrix is authorized (a) To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any govemingjurisdiction. (b) With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the propelty of any such corporations; to make any surrender, exchange or substitution of such stocks. bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is not under trust obligation. (c) To hold the trust corpus in one or more consolidated funds in which separate shares shaH have undivided interests. . (d) To seIJ at pubHc or private sale for cash or upon credit. or partly for cash and partly on credit, and upon such tenns and conditions as shall be deemed proper, any part or parts of the estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. (e) To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. (f) To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. (g) And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. (h) In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may aHot any specific security or property or any undivided interest therein to anyone or more of such shares. and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon aU persons interested in the trust Or in the division or distribution thereof. (i) And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. U) To retain and invest in shares of stock of my Trustee. (k) To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. (?~ ~..~V>' . COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISDUR6, PA 17128-060 1 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-037 DATE 08-04-2003 ESTATE OF MYERS ROBERT L DATE OF DEATH 11-10-2002 °,-. -~ . ,_ FILE NUMBER 21 02-1087 .'-COUNTY CUMBERLAND ROBERT M FREY ACN 101 5 S HANOVER ST Amount Remitted CARLISLE PA 1703 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MYERS ROBERT L FILE NO. 21 02-1087 ACN 101 DATE 08-04-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate ( Schedule A ) (1) 258 ,16 0 . 0 0 NOTE : To insure proper 2. Stocks and Bonds (Schedule B) (2l .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 228,290.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 s. Total Assets (g) 486,450.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 48,876.00 9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 48.876. DO 12. Net Value of Tax Return (12) 437,574.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 102,522.0 0 14. Net Value of Estate Subject to Tax (14) 335, 052.00 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate l15) 258,160.00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16] 76,892.00 X 045 = 3,460.00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (19)= 3,460.00 ter r_Q~nTTC- DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 02-10-2003 CD002147 173.00 5,000.00 TOTAL TAX CREDIT 5,173.00 BALANCE OF TAX DUE 1,713.000R INTEREST AND PEN. .00 TOTAL DUE 1,713.000R ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): 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 at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the spacial 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must abject within sixty (601 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Ccurt. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered an 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) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Oecedent° (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent C5%) disccunt of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (97 months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becaaas delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If paynent is made after the interest computation date shown on the Notice, additional interest must be calculated. FIRST AND FINAL ACCOUNT OF LOUISE M. MYERS, EXECUTRIX OF THE LAST WILL AND TESTAMENT OF ROBERT L. MYERS, LATE OF THE BOROUGH OF CARLISLE. CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. DATE OF DEATH: November 10, 2003 LETTERS TESTAMENTARY ADVERTISED: The Sentinel:Dec 6th,13th & 20th,2002 CLJ:Nov. 27th, Dec. 4th & 11th, 2002 ESTATE FILE NO.: 21-02-01087 PRINCIPAL RECEIVED ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST RECEIVED AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW: 2002 Nov. 10 Real Estate, 1100 Stratford Drive $258,160.00 Borough of Carlisle, Cumberland County Nov. 10 First Union/Wachovia, C/D#247412051552277 $42,315.92 Nov. 10 First Union/VVachovia, Checking #1014206072173 $1.00 Nov. 10 Waypoint Bank, C/D #1965296425 $90,000.00 Accrued interest to November 10, 2002 $80.78 Nov. 10 Waypoint Bank, C/D #8000049245 $90,000.00 Accrued interest to November 10, 2002 $92.54 Nov. 10 Automobile, 1990 Dodge $1,000.00 Nov. 10 Automobile, 1990 Buick $1,500.00 Nov. 10 Refund, U.S. Treasury 2001 Taxes $2,498.83 Nov. 10 Refund, PA Dept. of Revenue 2001 Taxes $180.00 Nov. 10 PSERS, Monthly Retirement from 11/1/02-11/10/02 $ 619.59 TOTAL PRINCIPAL RECEIVED $486,448.66 Page 7 ti _ : _ _ __ INCOME RECEIVED 2002 Dec. 10 Interest, First Union/V1/achovia,C/D#247412051552277 $185.87 Dec. 10 Western Southern Contract #WO20603755 $282.45 Dec. 10 PSERS, Retirement $1,742.64 2003 Jan. 7 PSERS, Retirement $1,722.64 Jan 30 Return to PSERS, Retirement -$3,485.28 Feb. 5 Western Southern Contract #WO20603755 $282.45 March 12 PSERS, Monthly Premium Assistance $100.00 April 14 Interest, Waypoint Bank, C/D#196296425 $1.382.91 TOTAL INCOME $2,213.68 LOAN 2002 Feb. 10 Louise M. Myers, Loan to Estate $5.000.00 TOTAL LOAN $5,000.00 DISBURSEMENTS 2002 Nov. 25 Register of Wills, Probate Will $301.00 Nov. 25 Cumberland Law Journal, Advertising $75.00 Dec. 10 Hoffman-Roth Funeral Home $8,202.60 Dec. 10 Eby Granite Works, Grave Marker $170.00 Dec. 10 Bank Charge, Estate Checks $24.00 2003 Jan. 2 Commonwealth of PA, Transfer of Title $28.50 Jan. 2 Commonwealth of PA, Transfer of Title $28.50 Page 2 - __ - Jan. 2 The Sentinel, Advertising $98.63 Jan. 9 U.S. Treasury, Estimated 4th Quarter Taxes $2,050.00 Jan 9 PA Dept. of Revenue, Estimated 4th Quarter Taxes $150.00 Feb. 10 Register of Wills, Agent, Estimated Pennsylvania Inheritance Tax $5,000.00 Less Refund Due $1.713.00 $3,287.00 $3,287.00 March 4 Louise M. Myers, Partial Payment of Family Exemption, 1990 Buick Automobile, in kind $1,500.00 March 4 Louise M. Myers, Partial Payment of $1,000.00 Family Exemption, 1990 Dodge Automobile, in kind March 4 Louise M. Myers, Final Payment of Family Exemption $1,000.00 March 4 Louise M. Myers, Repayment of Loan $5,000.00 Register of Wills, Filing Fee $-15.00 Register of Wills, Final Account $107.00 Louise M. Myers, Executrix Fee $18,162.00 Robert M. Frey, Reserve to Prepare and Pay 2003 Taxes $125.00 Robert M. Frey, Attorney Fee $18.162.00 TOTAL DISBURSEMENTS $59,486.29 RECAPITULATION TOTAL PRINCIPAL $486,448.66 TOTAL INCOME RECEIVED $2.213.68 TOTAL PRINCIPAL AND INCOME $488, 662.34 LOAN $5.000.00 Page 3 4 ._ TOTAL RECEIPTS $493, 662.34 LESS TOTAL DISBURSEMENTS $59.486.29 BALANCE FOR DISTRIBUTIONS AFTER PAYMENT OF INHERITANCE TAX $434,176.05 PLUS INHERITANCE TAX 3 287.00 BALANCE FOR DISTRIBUTION BEFORE PAYMENT OF INHERITANCE TAX $437,463.05 PROPOSED SCHEDULE OF D/STR/BUTION BALANCE FOR DISTRIBUTION BEFORE PAYMENT OF INHERITANCE TAX $437,463.05 TO: Louise M. Myers 1100 Stratford Drive Carlisle PA 17013 Bequest of Real Estate at 1100 Stratford Drive Carlisle, Pennsylvania, in kind $258.160.00 TO: Anna M. Shoff 351 Burgners Road Carlisle, Pennsylvania Bequest of $50,000.00 Less Abatement of - $24,385.28 Less Taxes - $ 1.095.67 $24.519.05 TO: Connie Hill Hurley 351 Burgners Road Carlisle, Pennsylvania Bequest of $100,000.00 Less Abatement of -$48,770.56 Less Taxes -$ 2.191.33 $49.038.11 Page 4 ~_ __ __ TO: Official Board of First United Church of Christ 30 North Pitt Street Carlisle, Pennsylvania Bequest of $200,000.00 Less Abatement of -$97.541.11 TOTAL DISTRIBUTION AFTER PAYMENT OF INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA ) ):SS.: COUNTY OF CUMBERLAND ) $102.458.89 $434,176.05 Before me, the undersigned officer, personally appeared Louise M. Myers, Executrix of the Last Will and Testament of Robert L. Myers, deceased, who, being duly sworn according to law, deposes and says that the foregoing First and Partial Account is true and correct to the best of her knowledge, information and belief. Louise M. Myers Sworn to ansl subscribed before me this day of ~~ 003. Page 5 NOTARUIL SEAL TRISHA A. LIESS, NOTARY PUBLIC BOROUGH OF CARLISLE, CUMBERLAND CO., PA MY COMMISSION EXPIRES MAY Z0, 2008 ~ , Q~~ ~ ~~fi 0 ~ '~ ~$ r -~ s,~ ~ .~ o ~ ~ ~ b Aso ° ~ m n ~ ~ ~~~ ~ a , ~' nbd c' ~~w~w,, A O ~ C ~ ~ ~ + 1 Qg~s ~ Z ~ rr ^^ VI ~, 1~' ~ ~ ~ 1'~'r y ~ cry r,~~Q, , ~ ~ ~ ~ = , ' ` ~ ` ~ ~r ~ ' ~ ~ ~~ W o~ D m ~ ~ s s W~ ~~ ~ ~ ~ o -~*~ d C~yo~~ d C~ ~ ~ G" ~~~ry~~ g ~ w ~ ~,~ ~~~~ m ~ r* ~ ~ ~~y A ~ ~ A ~ "' ° `° g ¢ ~„ -~ w o ~ o ~'..~... -n= °w ~ a a ~~ v: ~ ,., °' o ~ a ~- ~ n ~~ a c ..._.i o . _oo ~.~ a (r` `Z m Ma ~~ 1 4 .~ ~ J ® ~ .--.~_ _ . ~~e~~ ~i~~~~~~~¢~ ~~;~~ ~4a~~~ ~5 E ~ o ~ag3 g ~~ ~ ~ IN RE: ESTATE OF ROBERT L. MYERS, DECEASED Tax Parcel No. 04-22-0481-162 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-02-01087 DE REE ARDING REAL ESTATE ; O ~ ~/~- ~ AND NOW, this Z G day of August, 2003, at ~ o clock .M. it appearing that the First and Final Account and Proposed Schedule of Distribution of Louise M. Myers, Executrix of the Last Will and Testament of Robert L. Myers, late of the Borough of Carlisle, Cumberland County, Pennsylvania, Deceased, having been filed and advertised in accordance with law and Rules of Court and the same having been confirmed absolutely by the Orphan's Court Division of the Cumberland County Court of Common Pleas on August 26, 2003; and it appearing that the said Executrix in her Proposed Schedule of Distribution claims distribution to herself of the hereinafter-described tract of land in conformity with Paragraph 3 of decedent's Last Will and Testament filed to Estate No. 21-02-01087, with record of payment of Pennsylvania Transfer Inheritance Tax recorded in Tax Docket 17, Page 105, Line 8, it is ordered, adjudged and decreed that: ALL THAT CERTAIN tract of land situate in the Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a point on the western side of Sherwood Drive, on the dividing line between Lots Nos. 138A and 139 on the hereinafter mentioned Plan of Lots; thence by said dividing line, South 78 degrees 1 minute 4 seconds West 140.16 feet to a point; thence by the dividing line between Lots Nos. 138 and 138A on said Plan of Lots, North 8 degrees 13 minutes 40 seconds West 142.59 feet to a point on the southern side of Stratford; thence by the southern side of Stratford Drive, by a curve to the right having a radius of 970 feet, an arc distance of 76.37 feet to a point; thence continuing by the southern side of Stratford Drive, North 86 degrees 17 minutes East 53.63 feet to a point; thence by the same, on a curve to the right having a radius of 20 feet, an arc distance of 31.42 feet to a point on the western side of Sherwood Drive; thence by the western side of Sherwood Drive, South 3 degrees 43 minutes East 105.00 feet to the Place of BEGINNING. BEING Lot 138A on the Revised Plan of Lots known as Nottingham as recorded in the Office of the Recorder of Deeds for Cumberland County in Plan Book 22, Page 47. THIS CONVEYANCE IS MADE SUBJECT to covenants contained in a deed from Eugene S. Schlosnagle, et ux. to the Grantors herein dated April 20, 1971, and recorded on May 5, 1971, in Deed Book -. "B,"' Volume 24, Page 537, in the office of the Recorder of Deeds for Cumberland County. SUBJECT TO conditions, rights-of-way and a 30-foot building line as contained in prior instruments of record. THE ABOVE described property has thereon erected atwo-story dwelling house which has the mailing address of 1100 Stratford Drive, Carlisle, Pennsylvania 17013. THE ABOVE described property is all of the property which Charles S. Dods and wife, by deed dated May 12, 1983 and recorded Junf; 2, 1983 in the Office of the Recorder of Deeds in and for Cumberland County, at Carlisle, Pennsylvania, in Deed Book "F," Volume 30, Page 279, granted and conveyed to Robert L. Myers. IT is hereby awarded to Louise M. Myers, her heirs and assigns. THE Recorder of Deeds in and for Cumberland County is directed to record this Order among the deed records in his office and to index the same in the Grantor index in the name of Estate of Robert L. Myers, Deceased, and in the Grantee index in the name of Louise M. Myers, in accordance with Section 711 and 3536 of The Probate, Estates and Fiduciaries Code. BY THE COURT: I herf;by certify that the precise residence and complete post office address of the distributee is as follows: 110 Stratford Drive, Carlisle, PA 17013. Robert M. Frey z ~~x o y ~ n r"~~O C N z~y o ~~o ~~~ ado z I C~ - (C~ ~ -~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION INHERITANCE TAX DEPT. 280601 HARRISBURG, PA 17128-0601 STATEMENT 0 F ACCOUNT REV-1607 EX ~FP (O1-OS) DATE 08-18-2003 ESTATE OF MYERS ROBERT L DATE OF DEATH 11-10-2002 FILE NUMBER 21 02-1087 COUNTY CUMBERLAND ~. -: ACN 101 ROBERT M FRE'Y Amount Remitted 5 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. -_ RETAIN LOWER PORTION FOR YOUR RECORDS ~ __________ --------------------------- CUT ALONG THIS LINE ----------°° ~(~~ ---------------------- -~-' ~~~ INHERITANCE TAX STATEMENT OF ACCOUN ------------------- REV-1607 EX AFP (01-03) ESTATE OF MYERS ROBERT L FILE N0. 21 02-1087 ACN 101 DATE 08-18-2003 THIS STATEMENOpITHERPRINCIPAL TAXIDUE,FAPPLICATIONTOFTALLSPAYMENTSSTTHEOCURRENT BALANCEEOANDTAIF.APPLICABLEOw IS A SUMMARY A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-04-2003 3,460.00 PRINCIPAL TAX DUE :......................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) C 173.00 5,000.00 02-10-2003 00 1,713.00- 08-01-2003 ~ REFUND TOTAL TAX CREDIT 3,460.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS~ LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT hake check or money order payable tc: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): 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-13137. Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service far forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: pA pepartment of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1l day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Y=ar Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 -~ 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIN@UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation tc fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/24/2004 MYERS LOUISE M 1100 STRATFORD DRIVE CARLISLE, PA 17013 RE: Estate of MYERS ROBERT L File Number: 2002-01087 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. 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 will become delinquent on: 11/10/2004 Your prompt attention to this matter will be appreciated. Thank You. S~ince re ~y, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT L. MYERS Date of Death: October 10, 2002 Will No. Admin. No. 21-02-01087 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 ( x ) No (). (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 ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: September 28, 2004 ,?,. Signature Robert M. Frey Name (Please type or print) 5 South Hanover Street ~ ~: Carlisle, Pa 17013 '2 ~ Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative