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HomeMy WebLinkAbout02-1021PETITION FOR PROBATE and GRANT OF LETTERS Estate of Ruby ~ Meiller also known as ~' Deceased. Socia! Security No. 182-22-7793 No. 2~`Dit` ~~~~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or named in the last wil} of the above decedent, dated bta~l(1, 199(1 , 19 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of esecu[or, etc.} Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 129 East Louther Street Carlisle, Cumberland (list street, number and muncipality) Decendent, then 76 years of age, died November 10, 2002 19 at__Carlisle, Cumberland County, Penns lvania ' 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: _ _ Decendent at death owned property with estimated values as fellows: ([f domiciled in Pa.) All personal property (]f not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.} Personal property in County Value of real estate in Pennsylvania situated as follows: $ 5c~c~o $_ $ S Q ~i "- V1'tiEKEFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (testamentary; administration e.t.a.; administration d.b.n.c.t.a.) theron. a~ ~ ^ -- ~.= Ronald J. Croc ett ~_ --._____ 101 Madge drive .-_-_- Lancaster, Pa., 17603 ~, f OATH OF PERSONAL REPRESENTATIVE C0~1~;f0:~~~'EALTI~i OF PENi~ISYLVANIA 1 C"Ul~..fS~E~i ,AND ~ 53 COU NTH' OF The petitioner{s) above-named swcar(s} or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative{s) of the above decedent petitio::er(s) will well and truly administer the estate according to law. S++o-n to or affirmed and subscribed ~ ~ before m~ this 1 4th __ day of Ronald Crockett ~' Nf1VF.MRF.R 2~~~x 1_0_~dge Dr ~ 7.an~a~tPr, PA 17603 ~ lt.l~ a ister _ u ~__ ~. ~. Na 21-o2-~n~~ Estate of RUBY G. MEILLER ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS November 1 8 2002 19 , in consideration of the petition on AND NOW the reverse side hereof, satisfactory proof having been presented before me, May 10, 1990 IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of RUBY G. MEILLER ' and Letters TESTAMENTARY RONALD G. CROCRETT are hereby granted to FEES 115.00 Probate, Letters, Etc. ......... $ Short Certificates( ) .......... $ ~ 1 0 0 ~e~~~ xt•ra• •page5• - $--~-®~ _---T=T $ ~ n n n TOTAL $ 152.0.0 ADDRESS 717-249-7780 Filed . • .1. • • ' • PHONE ~r ~~_ ~$_~~ called atty 11-18-2002 ATTORNEY (Sup. ca. t.L. wo.~ William A. Duncan 1 Irvine Row, Carlisle, PA 17013 I'ilis is to c.erti' , rat th~~ rotor; 7at~o11 l~erc given is correctly a~pied froth an original certific::ate of ;_}ea. jl duis• fileit ~~~;tla me as Local Rcsrisltar. ~(he ort~~ina! ct-ititlcate will be-forwarded to the Stale Vital Reco!-ds Office for ~ernianent ttlilz~. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fs tu:- t}iis tern iica:~. '~?.00 P 87_03821 -- H105. t a3 Rev. 7187 JT YT K ,~ Local I~,°~~trar N 0 V 13 2002 -- (lac. COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • YITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEOENT(Fuer.M ill b male ~°`IAi82RIr NU22 2002 7793 flovember ~'1U er y G. Me Ru t. , _ AGE (Las 9vmaayl UNDER 1 YEAR UNDER I DAY DATE Of BIRTH BIRTHPLACE (Gry ono PLACE OF DEATH (Caeca orVY me - ,ee ~nxrrccua~s on omn 9r0e1 Munne Days Hows • M'murw iMOnm. Day 3'M II aterea FG '~` ouMry) Perry' y`ounty J 1 HOSPITAL: OTHER' ~y H ""' u 76 P 2~ ~ I~liad^ ERbwPeri«eG DDA^ "y IV, R„,,e„oe ° 'Y' L~ ~Sa.cM' ^ ? a yn. 1 o e n n a. 9 ~. • COUNTY OF DEATH CfTV,BORO.TWP OF DEATH FACILRV NAME(1l nol mSTnAgn,grve drew ono nrenoeri WAS_QECEDENf OF HISPANIC ORIGIN? RACE •AmMKan llgian.BNtR. NTife. M<. "° "'^" "e '°"'"`'°e" (~) White ' • • Forest Park Health Center M.alun.Pwne RkOn. wP. Cumberland Carlisle • i , lb. 9. te. k . DECEDENT'S USUAL OCCUPRKNI KIND OF BUSINESSlINDUSTRy VMS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL 9TATU5-Martlae SURVIVING SPOUSE U.S.ARMED FOR ES7 ~ n Com Never MartiM, YlbowM. 1"'.+Ia. 9^'e miban narMl (Giro Rmedhra OOrv our~ mog p~BorkMrO as:a~ net use rNaee.) , Q;ArS•e ISOecMI OWn Home ris^ No ENmen PtSxwpary 11C4p +I ~1111Qa4/ - ZI)LL ~~ I"IOmemaKer u. is. • iL, 11 b, 1x. D. DECEDENT'S MAILING ADDRESS (Snow. CiryROwn. SIar.. Zy Coal DECEDENT'S Pe n n s y van 1 a we „p.^ rie settee," a,•.e „, ~' 129 East Loather Street , ACTUAL 170. Slale RESIDENCE ~•eim 17013 na Pe le li C (~•~^• *'"e Carlisle Cumberland tmrn,nipi momms~ael ~ . ;t , s ar t~ ead ne. .man.~uam Mrs 1>eQpu FATHER'S NAME (F'yA. Mb Lae" MOTHER'S NAME (Fnel. MAtlb. Ma Sur 1 ~°6mes Ricedorf ~'ut~i Kling t. . 10' INFORMA~ T' r{AILI ESS (So- ily/bwn. WCoal INFORMANT'SNAME(TypdRM4nald J. Crockett 1~1 ~~ge 5`~ree~;~ancaster, Pennsylvania 176 5 R O ~. ~. ~~ ~ pSPO~T( DATE OF DISPOSITION PUCE OF DISPOSITw~+ -Hama d Cpmwary, Crematory LOCATION -Ciryrta+n, Sute, ZIP Coe ^ RemovwtromSUU^ (~arm.DeYlber) aaMrPNC. Westminster orth Mid~l~ton TW i ~f C ~ on remar Brxial ember 13,2002 enna. mberlan ounty, Memorial Gardens ~ l o s5 a ^ 27e p , anwt .c r Dotim, tt.. ' SKiNANRE OF NERAL SERVICE LICENSEEO ERSON ACTING AS SUCH LICENSE NUMSER ME,ANDAOD SS OF ILITy naVe'~7 rJee ~ro~~iers: w n P ° l ° Y i g e e n i ar s 2xb. 008219-L • e 22ec onry wnerr pnm/irg ' To lrw d my MrowNOye. awn occurtW w IM lime, owls ono plea wales. LICENSE NUMBER DATE SIGNED IMOrar, riarl r one Tirla) avaaaDN n time d earn ro pnyFEan • umh d aam e o ,, ~ J O i7~ /v I ~7 O J ~1 7 - ~--- 2x ~ . . . x2e. 220. pens x420 rrIWttM COrrID4lM by TIM DEATH ~ DATE PRON NCEO DEAD(Mdm., Day, year) VNS CASE REFERRED TO MEDICAL E%AMINERK:ORONER7 rie ^ No ~ parson elro pronourrc0a earn. ;'. ~ ~ S ~ ~ ~ / .-~ ', d. x L/ inlwiss a compncatpn0 MRT 1: Enlar pie orwases • 27 . M. n. xe. wnKn Gusee IM aaln. Do Mt enter rM moos of inq, f n as uroiac or respiratory arrest. Snoca or Men leilwa. r Approaunab PART 11: anw signi0oar0 mgaiona oorerorAeq b aam, bul iven ti PART 1 wWSn lrr a te nrc n th , . p 0 . e y n p Lial orOY one uw on eadr Ircrs. imerw teNwaen rpt rasu t onset one seam 1YMEDIATE CAUEE (F'vrel /• ; - e0awacorreelorr ~ ( ~we fi~ . . ~ resrAirq n oearnl-~ OU~ TO (OR AS A CONSEQUENCE OF): L SBpueAfYy Mt c'erreilioM D. DUE 10 (OR A CONSEQUENCE OFI: I ' Many, Nagrrq m mmeeiate r raw. Eruw DygERLrxa o 1 CAUB[(DsaeranlrrrY DUE TQ IOR AS ACONSEOUENCE OF): ~ " WT r wuarrgmw r o. yWS AN AUTOPSY WERE AUTOPSY fINDINGS MANNER OF DEATH DATE OFIWURY TIME OFIWURY IWURY AT WORK? DESCRIBE HOW IWURY OCCURRED. PERFORMED? AMIIUBLE PRKM 10 IManm. DOY, War) COMPLtT10N OF CAUSE OF DEATH? Nwwar ItorriKiOe ^ yea ^ NO^ Attiosra ^ Panein0 nMwigalbn ^ M 200 . 70e. 700. Vn ^ Ib Suicide ^ Cou10 rid ea atwmrnae ^ PUCE OF I W URY -N Mms. term. wnw, ladory, orate LOCATION l5rcew. GNRO•o. Sbow , ^ N M o bu201np. wC.ISpecfi') 2E.. xEb. a. Zoe. 2a. SIGNATURE AND TIT FCERTIFIER IDFATIFIEl1lCMUOrJY OneI 'CERTIFYING PHYSICIAN IPnyscan cenApng cause d Oeem+trsn arrotnw pnys¢um MS Ixorqunceo aam era c"mdwed Item 22I ^ ~-'~ Te tM bew a my ano.leeae, awn oeeurrae ew to me eauea(el arM meaner asstn.a ..................................................... 2Te. DATE SKiNED(MMm, Day year( LICENSE NUMBER / /~ • '-ROlIOUNCINO AND CERTIFYINOPHYSICIAN(Pnyeoan bola prdrouncmq oeem aM Cendyvq rc)urne el atom( 71e. 0 ~ D / ]le. ~ U ^ . ~ 7o Bre beet d my krowMOge, aam eeewrW at me time, ate, one place, ana orN to IM eavN(q one manner as three .......................... NAME AND ADO/1E35 of P RSO WHO COMP~L1ETED CAUSE OF DEQH (hem 27) Type or Pam ~ . ~/ a N 2J D ~ ~ 'MEDICAL EXAMINER/CORONER On IM Dana el saamlMllon and/or Inveatlgatbn, In my opinion, death occurred n toe time, dsh, and plate, and due l0 the nose(s) and ^ ~ d F S, F-F ! C F/ mannM as atsted .................................................................................................. ~ ~ Z ~ 2x. U / ~ 210. REGISTRAR'S SGNATURE AN R nn QI• G.~ b. DATE FILED IMmm. Dey.,Alb\\erl 2.. 1WJ I ~3 d00~. r o ~I~ Qr s ~~~ ~ ~ ~ .i+ / 6 , • _ I, RUBY GRACE MEILLER, of 129'East Louther Street, Carlisle, Cumberland County, Pennsylvania, 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 any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot located at Westminister Cemetery, Carlisle, Pennsylvania, beside my beloved husband, Frederick. I suggest that I be buried in the same fashion as was our deceased beloved son, Freddy. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. It is my wish that flowers be placed in the broze vase attached to our family marked on the following days annually: Memorial Day, September 21 and Chritsmas Day. FOURTH. I give, devise and bequeath Five Thousand Dollars ($5,000.00) unto my good friend, Ralph Smith, Sr. FIFTH. I givy, oodlfriend,bB~llaGoodlvwhohwasalikeoalson ($5,000.00) unto m g to me. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my nephew, Ronald J. Crockett. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint Ronald J. Crockett as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Ronald, I nominate, constitute and appoint Bill Good as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain lsaleeanorrealcorvpersonaltpropertylownedabypmelat the private Y time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this 10th day of May, 1990. Signed, sealed, published and declared by the above named Testatrix RUBY GRACE MEILLER as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND I, RUBY GRACE MEILLER, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; hat I signed it willingly; and that I signed it as my f,~e a voluntary act for the purposes therein expressed. n/ ~ ~^_ ~ A/I_ BY /G"r~E' MEILLER Sworn or affirmed to and v acknowledged before me, by RUBY GRACE MEILLER this 10th day o f May , 19 9 0 . Notarial Seal Wendy May Young, Notary Public Carlisle Borough, Cumberland County ^~(1 ~~„ My Commission Expires Aug. 3, 1992 Notary Pu is EAL COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND We, William A. Duncan and Susan J. Otto the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw RUBY GRACE MEILLER sign and execute the instrument as her Last Will; that RUBY GRACE MEILLER signed willingly and that RUBY GRACE MEILLER executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~ ~J L- Sworn or affirmed to and subscribed before me by William A. Duncan and Susan J. Otto, witnesses, this 10th day of May, 1990. ~~ Notarial Ste" Notary Pu 1C EAL) Ca~s~eBorou Young, (votary Public 9h. Cumberland aunty MY Commission Ex Pines Aug. 3. 1992 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Ruby Grace Meiller Date of DeatNa~P~~ ~, 200 Will No. 21-02-1021 Admin. No. 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 12-2-OZ Name Address Ralph Smith 10 Greenwich Drive, Carlisle, PA 17013 Ronald J. Crockett 101 Mad a Drive Lancaster PA 17603 William Good 409 Kauffman Street, Boiling Springs, PA 17007 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: ~ '~ ~ ~~ ~~~ Si Name William A. Duncan Address ~ Twine Row Carlisle, PA 17013 Capacity: Personal Representative Telephone ( ) 717-249-7780 Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUNCAN WILLIAM A ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 fold ESTATE INFORMATION: ssN: 182-22-77x3 FILE NUMBER: 2102-1021 DECEDENT NAME: MEILLER RUBY GRACE DATE OF PAYMENT: 10/09/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 10/ 2002 REV-1162 EXI11-96) NO. CD 003101 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 55,785.10 TOTAL AMOUNT PAID: REMARKS: RONALD J CROCKETT JR C/O WILLIAM DUNCAN ESQUIRE CHECK#538 SEAL INITIALS: VZ RECEIVED BY: DONNA M. OTTO 55,785.10 DEPUTY REGISTER OF WILLS REGISTER OF WILLS I- Z W C W () W C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAl) MEILLER RUBY GRACE DATE OF DEATH (MMOD-Yeer-) '.1 It.e' <II r f~u 1- '-1-- OFFICIAl USE ONLY REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 -0 2 01 021 ""CQ'UNiy"'COOE-YEAR---Ni:iUiiER-- SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Ye~) 1 82- 2 2 - 7 7 9 3 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 11/10/2002 07/30/1926 (IF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITiAl) ~ ~a:~ 0"0 wOO "'0:...1 0..., !II 00 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (AItachcopyofWiI) o 9. Litigabon Proceeds Received SOQAL SECURITY NUMBER D 2 Supplemental Return o 4a. Future Interest Compromise (dale of dealh after 12-12-82) D 7. Decedent Maintained a Living Trust (Attacll copy of Trust) o 10. Spousal Poverty Credit (dale ofdealh betweeo 12-31-91 a1d 1-1-95) o 3 Remainder Return (daleofdelih prior to 12-13-82) o 5. Federal Estate Tax Return Required .Q... 8, Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (AtIaehSchO) ... z w o z o .. w ~ o o THIS SECTIOfII MUST III! COMPLETED. AU. CORRESPONDENCE AND CONFIDENT1ALTAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS WilLIAM A. DUNCAN 1 IRVINE ROW FIRM NAME (If Apple"'.) DUNCAN HARTMAN & DOUGLAS P.C. TELEPHONE NUMBER 717-249-7780 CARLISLE PA 17013 z o l- S ::> l- ii: < () w a: z o i= ~ ::> 0.. :!: o () g 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 42,000.00 OFFICIAL USE ONLY 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 10,682.18 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joint~ Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) _:1 (8) 52,682.18 14,435.00 (11) (12) (13) 14,435.00 38,247.18 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} SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 38,247.18 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X _(15) X _(16) X .12 (17) 38,247.18 X 15 (18) 5,737.08 (19) 5.737.08 20 D CHECK HERE IF YJU APE PEQIJESTI~~G A Pr:FUND ()F AN ')'/EPPAYr/1ENT Decedent's Com pie e Address: STREET ADDRESS 1 IRVINE ROW CITY I STATE I ZIP CARLISLE PA 17013 t Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 5,737.08 3. InteresUPenalty if applicable D.lnterest E. Penalty TotaICredits(A+8+C) (2) 48.02 5. TotallnteresVPenalty (0 + E) (3) If Line 2 is !Teater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) II Line 1 + Line 3 is !Teater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 48.02 4. 5,785.10 5,785.10 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.... ................. ............... .................. ........ 0 [g] b. retain the right to designate vAlo shall use the property transferred 0( its income; 0 [g] c. retain a reversionary interest;.O(.................... .................. .................... 0 [g] d. receive the promise for life of either payments. benefits 0( ca-e?............. ................ .... 0 [g] 2. If death occurred after December 12,1982, did decedent transfer property within one year 01 death without receiving adequate consideration?...... ....................... .................... ................... ................. 0 [g] 3. Did decedent own an 'in trust fo~ 0( payable upon death bank account or security at his or her death2.... ....... 0 [g] 4. Did decedent own an Individual Retirement Account. annuity, 0( other non-probate property vAlich contains a beneficiary designatianL.... .................. ................ ..................... ....................... 0 [g] 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 penaKies of perjury, I declare that I have examined this return, incudin~ accompan~ng schedules md statem8l1ts, and to the best of my knowBclge and belef, it is true, correct and complete. DecB'al of prepaar other th sentatiYe IS based on aM mformation of which preparer has eIl'f kniJWBdge SIGN E F R ESP.ONSIBL OR G RETURN DATE DATE ADDRESS FO( dates of death on 0( after July 1, 1994 and bebe January 1, 1995, the tax rate imposed on the net value of transfers to 0( fO( the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1)@. For dates of death on 0( after January 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)]. The statute does not exemot a transter to a surviving spouse trom tax, and the statutOl'Y requirements fO( disclosure of assets and filing a tax retum a-e still applicable even if the surviving spouse is the only beneficiary. FO( dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers !tom a deceased child twenty-one yea-s of age 0( younger at death to 0( for the use of a natural pa-ent, an adoptive pa-ent. 0( a stepparent 01 the child is 0% [72 PS ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to 0( fO( the use of the decedenrs lineal beneficia-ies is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)]. The tax rate imoosed on the net value of transfers to or for the use of the decedenrs siblinos is 12% 172 P_S. &9116(a\(1.3\1. A siblina is defined. under Section 9102_ as an RfV.1502EX . (1~97) SCHEDULE A REAL ESTATE COMMO~WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT EST ATE OF FILE NUMBER MEILLER RUBY GRACE 21 02 01021 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 jolntJy-owned with rtght of survlvorshiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 42,000.00 129 E. LOUTHER STREET CARLISLE, CUMBERLAND COUNTY. PA. (SEE ATTACHED) TOTAL (Also enter on line 1. Recaoitulationl S ..t') nnn nn RBLl50llEX +{"'97} SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEILLER RUBY GRACE FILE NUMBER 21 02 01021 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10 VALUE AT OATE OESCRIPTION OF DEATH CITIZENS BANK CHECKING ACCOUT # 610089-369-3 6,963.19 SALE OF 1991 CHRYSLER NEW YORKER 1,000.00 VIN # 1C3XC66R5MD212345 DEHART'S AUCTION (SALE OF PERSONAL PROPERTY) 1,476.56 REFUND ERIE INSURANCE (CAR INSURANCE) 9.00 REFUND SPRINT TELEPHONE 34.98 REFUND FARMERS MUTUAL INSURANCE (HOMEOWNERS) 71.00 M & T BANK BURIAL FUND BALANCE 143.53 ACCT # 31003911152351 CITIZENS BANK REFUND FEES 108.00 REFUND COUNTY & TOWNSHIP TAX 72.92 REFUND SOCIAL SECURITY 803.00 TOTAL (Also enter on line 5, Recapitulation) $ 10 682.18 Rf\l.1511EX..(1-97} SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS . COMMONWEALTH OF PENNSYLVANIA INH'ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MEILLER RUBY GRACE FILE NUMBER 21 02 01021 Oebts of decedent must be reported on Schedule I. ITEM NUMBER OESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Numbe<<s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. AHomey Fees DUNCAN, HARTMAN & DOUGLAS 2,634.11 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY 267.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. CUMBERLAND LAW JOURNAL (LEGAL AD) 83.00 8. FOREST PARK NURSING HOME 1,583.97 9. THE SENTINEL (LEGAL AD) 88.43 10. CONTINUING CARE RX 86.95 11. WSI TRASH 78.20 12. STEVE HYSICK (SNOW REMOVAL) 40.00 13. JOSH DARR (REMOVE PERSONAL PROPERTY & CLEAN WHOLE HOUSE) 850.00 14. DARLENE MOYER TAX COLLECTOR 289.32 15. STRICKLER AGENCY HOMEOWNERS INSURANCE 325.87 16. JAKE BAKER (LAWN CARE) 200.00 17. BORO OF CARLISLE WATER/SEWER 12-02 TO 8-03 77.03 18. UGI GAS BILL 12-02 TO 8-03 666.68 TOTAL (Also enter on line 9, Recapitulation) $ 14370.00 II~__M_ _____:_ ___..._... :___... _......:&:___. _L__~_ _~~L._ ____ _:-_\ Continuation of REV-1500 Inheritance Tax Return Resident Decedent MEILLER RUBY GRACE 21 02 01021 Page 1 Schedule H - Funeral Expenses & Administrative Costs - B7 ITEM NUMBER AMOUNT 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. DESCRIPTION PP & L ELECTRIC BILL 12-02 TO 8-03 SPRINT TELEPHONE BILL DUNCAN & HARTMAN SETTLEMENT FEE NOTARY FEE 1 % REALTY TRANSFER TAX ALL AMERICAN PEST INSPECTION FINAL WATER & SEWER BORO OF CARLISLE WOLFE & SHEARER REALTORS COMMISSION EBNER & ASSOCIATES REALTORS COMMISSION TUCKEY MECHANICAL (REPAIR FURNACE) HOME REPAIRS CARLISLE AREA SCHOOL TAXES SOCIAL SECURITY ADMINISTRATION ERROR HERMAN PLUMBING REPAIR WATER LEAK 189.47 46.29 250.00 4.00 420.00 763.20 15.08 1,285.00 1,235.00 111.00 1,000.00 174.40 1,606.00 65.00 lWllTQTAL SCHEDULE H-B7 7,164.44 Rf\l.1$13EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER .."",,,n OIIRV ~~^~" ?1 n? n1n?1 RElATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal dislributions) 1. RALPH SMITH FRIEND 5,000.00 10 GREENWICH DRIVE CARLISLE, PA 17013 2. WilLIAM GOOD FRIEND 5,000.00 409 KAUFFMAN STREET BOILING SPRINGS, PA 17007 3. RONALD J. CROCKETT NEPHEW REMAINDER 101 MADGE DRIVE LANCASTER, PA 176D3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $ {If mnrp om;:lN'! i~ nAArIPrl in~Frl ~itinn::ll ~hAAh;; nf thp ~~p ~i7P' . ~ I, RUBY GRACE MEILLER, of 129 East Louther street, Carlisle, Cumberland county, Pennsylvania, 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 any and all other wills and codicils heretofore made by me. FIRST. expenses be practically I direct that all my just debts and paid from my estate as soon after my and conveniently may be done. funeral death as SECOND. I direct that my remains be interred within my family's burial plot located at westminister Cemetery, Carlisle, Pennsylvania, beside my beloved husband, Frederick. I suggest that I be buried in the same fashion as was our deceased beloved son, Freddy. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. It is my wish that flowers be placed in the broze vase attached to our family marked on the following days annually: Memorial Day, September 21 and Chritsmas Day. FOURTH. I give, devise and bequeath Five Thousand Dollars ($5,000.00) unto my good friend, Ralph Smith, Sr. . FIFTH. ($5,000.00) to me. I give, devise and bequeath Five Thousand Dollars unto my good friend, Bill Good, who was like a son SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my nephew, Ronald J. Crockett. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint Ronald J. Crockett as Executor of this my Last will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Ronald, I nominate, constitute and appoint Bill Good as Executor of this my Last will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, consisting of two typewritten pages this loth day of May, 1990. Signed, sealed, published and declared by the above named Testatrix RUBY GRACE MEILLER as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. \' ~rfjJ~ \ : \' ' .i . ,j " 'i........... .J " d =-~ !l6'tv/-' / COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND I, RUBY GRACE MEILLER, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; hat I signed it willingly; and that I signed it as my ere a voluntary act for the purposes therein expressed. / Sworn or affirmed to and acknowledged before me, by RUBY GRACE MEILLER this 10th of May, 1990. day Notarial Seal C Wendy May Young, Notary Public arl!sJe ~ro~gh. Cumberland County My Commission Expires Aug. 3, 1992 L0o.. ,Q~'(Y\~ Notary pu~ic EAL COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND We, William A. Duncan and Susan J. otto the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw RUBY GRACE MEILLER sign and execute the instrument as her Last Will; that RUBY GRACE MEILLER signed willingly and that RUBY GRACE MEILLER executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~SiJ.AA- Ca../'----- /;t~~ Sworn or affirmed to and subscribed before me by William A. Duncan and Susan J. otto, witnesses, this 10th day of May, 1990. \JQ} .J)~M~~~ Notary pu~ic EAL) Wendy MayN?;arial Seal Carl'sl So roung N . M . e rOugh C . Diary Pubr l Y CommiSSion ~ {~mber/and Co Ie ~XPlres Aug 3 unly . .1992 -' HUD - 1 UNIFORM SETTLEMENT STATEMENT OMB Approval No. 2502~0265 A. US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT B. TYPE OF LOAN 6. File Number" 7. Loan Number' 1. X FHA 2 FmHA 3, ,Cony. VoiDs. 4. VA l. ConY. Ins. 8 Mortgage Insurance Case Number C. NOTE: This fonn is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals, NOTE: TIN - Taxnaver's Identification Number D. NAME AND ADDRESS OF BORROWER: E. NAME, ADDRESS AND TIN OF SELLER: F. NAME AND ADDRESS OF LENDER: Dennis M. Shenk Estate of Ruby G, Meiller Orrstown Bank Vivian C. Shenk P.O. Box 250 1095 Longs Gap Road N/A Shi ppensburg, PA 17257 Carlisle, PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT NAME, ADDRESS AND TIN 129 East Louther Jacqueline M, Verney, Esquire Carlisle, PA 17013 44 South Hanover Street Carlisle FA 17013 PLACE OF SETTLEMENT I. SETTLEMENT DATE 44 South Hanover Street 09/30/2003 Carlisle PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 10 1. Contract sales nrice 42 000. 00 102. Personal nronertv 103. Settlement charl1es to borrower (Line 1400 3 181.41 104. 105. Adjustments for iteJ1lS naid bv sel.ler in advance 106. Citv/town taxes 107. Counrutaxes 09/30/2003 12/31/2003 108. Assessments 109. 110. III. \12. 120. GROSS AMOUNT DUE FROM BORROWER 72.92 45 254,33 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 201. De osit or earnest money 202. Princinal amount of new 10an(s' 203. Existint! loan(s taken subiect to 204. 205. 206. 207. 208. 209. 500.00 37 800.00 Adiustments for items unnaid bv seller 210. Citv!town taxes 211. Countv taxes 212. Assessments 213. 214 School Tax 07/01/03 09130/03 2\5 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROWER 174.40 38 474.40 300. CASH AT SETTLEMENT FROMrrO BORROWER 301. Gross amount due from borrowerTLine 120) 302. Less amount naid by/for borrower Line 220 303. CASH FROM BORROWER 45 254.33 38 474.40 6779.93 K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: 401. Contract sales mice 42 000. 00 402. PersonaJ nronertv 403. 404. 405. Adiustments for items "aid bv seller in advance 406, Citv/town taxes 407.Counrutaxes 09130/2003 12/31/2003 408. Assessments 409. 410. 41I. 412. 420. GROSS AMOUNT DUE TO SELLER 72.92 42 072.92 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 50 I. Excess denosit 502. Settlement char2:es to seller (Line 1400' 503. Existino loan s) taken subiectto 504. PfM)ff of first mortlIalIe loan 505. Pavoffofsecond mortgal!:e loan 506. Escrow 507. 508. 509. 3 972,28 1 000.00 A~stments for items unnaid bv seller 510, Citv/town taxes 5II. COllntv taxes 512. Assessments 513. 514. School Tax 07/01/03 09/30/03 51l. 516. 517. 518. 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 174.40 5 146.68 600. CASH AT SETTLEMENT FROMffO SELLER 60 I . Gross amount due to seller (Line 420 602. Less reduction in amount due seller (Line 520) 603. CASH TO SELLER 42 072.92 5 146.68 36 926.24 SELLER'S STATEMENT The information contained in Blocks E, G, H, and I and on line 401 (or, if line 40 I is asterisked, line 403 and 404) is important tax information and is being furnished to the Internal Revenue Servi.ce (see Seller Certification). If you are required to file a return, a negligence penalty or other sanction will be imposed on you if tbis item is required to be reported and the IRS determines that it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identification number. If you do not provide the Settlement Agent with your correct taxpayer identilLCation number, you may be subject tu 'Civil or crimina' penalties imposed by law. Under penalties of perjury, I certifY that the number shown on this statement is my correct taxpayer identification number. (Seller's Signature) Estate of Ruby G. Meiller Page 1 form HUD~1 (3/86) ref Handbook 4]05.2 (:) EASY SOFT, Inc. 2001 Previous editions are obsolete (Seller's Signature) 700. TOTAL SALESIRROKER's COMMISSIO~' hased on--;;il'e $ 42 000.00 @ 6.000% PAID FROM PAID FROM Division of Commission line 700' as follows' BORROWER'S SELLER'S 701. $ 1 285.00 to Wolfe & Shearer FUNDS AT FUNDS AT 702. $ 1 235.00 to Ebener & Associates SETTLEMENT SETTLEMENT 703. Commission naid at Settlement 2 520.00 . 704. 800. ITEMS PAYABLE IN CONNECTION "HIl LOAN 801. Loan Origination Fee 1 , 000 % c; 378.00 802. Loan Discount $ 803. Annraisal Fee to 250.00 804. Credit renort to 805. Lender's [nsnection Fee 806, Annlication Fee 200.00 807. Underwri tinCT Fee 200.00 808. Document Prenaration Fee 200.00 809. Flood Certification Fee 30.00 810. SI! 812. 813. 900. ITEMS REOlllRED BY LENDER TO BE PAID IN ADVANCE 901. Interest rrom 902. Mort!!age Insurance Premium for 903. Hazard insurance Premium for . 904. 905. 1000. RESERVES DEPOSITED WITH LEI'<DER 1001. Hazard insurance 1002. ~ortgaQeinsurance 1003. Citv Pronertv Taxes 1004. Countv Pro"",rhi Taxes 1 005, Annual assessments 1006. 1007. . 1008. Apprepate Accountin17 Adjustment 1100. TITLE CIlARGES 1101. Settlement orc1osin" fee to Jacrrueline M. Verne Es uire 300.00 1102. Abstract or title search to Niven J. Baird 100.00 1103. Title Examination to 1104. Title insurance binder to 1105. Document nrenaration to Jacrrueline M. Verne" . Esn IAnreementl 100.00 1106. Notarv fees to Valerie Gsell 10.00 4.00 t 107. Attornev's fees to Duncan & Hartman .00 includes line numbers: , iii 1108. Title Insurance to Penn Attornevs 148.50 I includes line numbers: Endorsements 100 300 8.1 ~ 1109. Lender's coverage $ 37 800 1110. Owner's eovera2e $ 42000.00 1111. Closinn Protection Letter to Penn Attornevs 35.00 1112. 1113. 1200. GOVERNMENT RECORDING AI'<D TR~I'<SFER CHARGES 1201. Re~Qrdin2. fees: Deed $ 38.50 ~ortal!l~ $ 44.50 Release $ 83.00 1202. Citv/cntv tax/stamns: Deed $ 420.00 ~ortape $ 420.00 . 1203. State taxlstamns' Deed $ 420.00 Morte.aee $ 420.00 1204. 1205. 1300. ADDITIOI'<AL SETTLEMENT CHARGES 1301. Survev to l~ 1302. Pest insnection to All American 35.00 763.20 1303. Carlisle Boro Water/Sewer 15.08 1304. Darlene Mover tax collector 691.91 1305. 1306. 1400. TOTAL SETTLEMENT CHARGES tenter on lines 103 Section J and 502 Section f() 3 181.41 3 972.28 L. SETTLEMENT CHARGES CERTIFICATION: I have carefully revIewed the HUD-I Settlement Statement and to the best of my knowled nd behef, It IS a true and ace rate a disbursements made on my account or by me in thisJransaction, 1 further certify that I received a copy oft HU ,,--:-"/ 7/'} 1 1 I , ,-. .("c-. of Ruby G. Meiller ent of all receipts and Borrower Dennis M. Shenk 11~.J C, i.fv,Jt- Seller Borrower vi vi an C. Shenk The HUD-I Settlement Statement which I ha\'e prepared is a true and accurate account of the funds disbursed or to be disbursed by the undersigned as part of the settlement of this trans tion. , .f!~ it 09/30/2003 t Jacqueline M. Vern , Esquire Date is a crime to knowingly make false statements to the United States on this or any other similar fonn. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. iC EASY SOfT, Inc. 2001 Previous editions are obsolete Page 2 form HUD-I (3/86) ref Handbook 4305.2 SHIRLEY J. WETTLING 06-99 ROBERT W. WETTlING 18 ELIZABETH ST. CHRISTIANA, PA 17509 60-1356/313 734 1210306301 [) DMe ~ 3 Nac. 0 '2,.- ~~6;~.6~' ~-U~4ifftJ~L!le-t~/l- .~~ $ It/tit?, ~~..... 6J1[jlJ!'&~1 ~ "'"~____~______~~aOI-LARS tD 0:;::._ Banko! ~ Lancasrer County lc; ~ 10'. /-] ~-"'~ . N.A. ;tt. "'bz' CHRISTIAN. A., 1"" 17!50Sl .. ",iJ-/. f I . . .. ... . .::c...W.fx;t. ''1'''0 l.~lObl"'OI.II~-073~-' ". -.. .~.. "~ III S. c" r i' ell h Q" c. d d Q C" m ell t. S.. b Q < k 0 r d.1 0; I s. 1!I DEHART'S AUCTION SERVICE CLYDE E. DEHART JR. OWNER 1554 HOLLY PIKE PH. 717-258-5858 CARLISLE, PA 17013-9013 . ~i[~~OF t::stC\-k- do ~~':AI G Me dlQ/ I <Q'\Q_~~)GI,,~ \~~ ,^~t"tL\ ~wCtn\.-/ ~\"h Gt^l\ . QPNCBAN< PNC Bonk. NA 040 Central PA 2962 DATE '\'\\03 f1,$ 11.{71.D.si,;, .a. .....""~...... I III DOLLARS ill :::.."':"- 60-1Z73/313 176 o . . . ~ o 11"00 2., b 211" 1:0 ll. ll. 2? l81: __~l/:..~_r1#k~_____.._____.___________..._~ SOO l8 10 10 10 10"11" FOR Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/24/2004 CROCKETT RONALD J 101 MADGE DRIVE LANCASTER, PA 17603 RE: Estate of MEILLER RUBY GRACE File Number: 2002-01021 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. $incere~ly, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UN1)ER RULE 6.12 Name of Decedent: Ruby Grace Meiller Date of Death: November 10, 2002 Will No. 21-2002-01021 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 [] 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 fmal account with the Court? Yes [] No [] b. The separate Orphans' Court No. (if any) for th~!persona~ representative's account is: N/A ---4 c.Did the personal representative state an account informa-~y to the parties in interest? Yes [] No [] d. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: t William A. Dunc~m,X'~squire Duncan, Hartman & Douglas, P.C. One Irvine Row Carlisle, Pennsylvania 17013 (717) 249-7780 Capacity: Personal Representative X Counsel for Personal Representative ?-ioa -~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28D601 HARRIS8UR6, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM A DUNCAN DUNCAN ETAL 1 IRVINE ROW CARLISLE PA 17013 REV-1547 E% AFP (O1-OS) DATE 12-01-2003 ESTATE OF MEILLER RUBY G DATE OF DEATH 11-10-2002 FILE NUMBER 21 02-1021 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT 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 DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MEILLER RUBY G FILE N0. 21 02-1021 ACN 101 --------------------- OR DATE 12-01-2003 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) 42,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .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 form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 0,682.18 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 52, 682.18 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 14,435.00 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) _ 14.4~5.OD 12. Net Value of Tax Return (12) 38,247.18 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts [Schedule J) (13) .00 14. Net Value of Estate Subject to Tax t14) 38,247.18 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 (15 ) . 0 0 X 0 0 _ . 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (161 • 00 X 045 . . 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) 38,247.18 X 15 - 5,737.08 19. Principal Tax Due (lq)= 5,737.08 TAY f_QRi1TTC. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-09-2003 CD003101 47.16- 5,785.10 TOTAL TAX CREDIT 5,737.94 BALANCE OF TAX DUE .86CR INTEREST AND PEN. .00 TOTAL DUE .86CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RFFl1ND1_ SFF REVERSE STnF nF Tu7c GADM cno T~ICT DIIPT T,~~1c ...__~ -~"-'-"1 __'.J-._ - Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/24/2004 CROCKETT RONALD J 101 MADGE DRIVE LANCASTER, PA 17603 RE: Estate of MEILLER RUBY GRACE File Number: 2002-01021 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. incerely, ,: r GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge