HomeMy WebLinkAbout04-0918 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
also Anown as To:
Register of Wills for [he
Deceased. County of Cumberland in the
Social Security No. 196-50-0078 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, apply for letters of administration
on the estate of
(d.b.n.; pendente lite: durante abscmia; durame rninoritate)
the above decedent·
Cumberland
Decendent was domiciled at death in County, Pennsylvania, with
h er last family or principal residence at 1700 M~-ket 9treet, C~np Hill, PA 17021
(list street, number and municipality)
2O04
Decendent, then 96 years of age, died At~f ] R , 19-
at ~nqy ~piri~ Hospital, Camp Hill, PA 17011
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $ · 15,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $ ~
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: N/A
Petitioner S after a proper search ha ve ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
J~dith E. ~moy Dm~gh~r 5 Laurel Drive, Mechanicsburg, PA
17055
Marsha g. Neumyer Daughter 4832 Springtop Drqv~, H~rrisburg, PA
17111
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
~ Judith E. Raraey
~ ~ [,~llr~] Driv~
~ ~ M~chan]~b~]r~. PA 17055
The Decendent did not sign her Last Will and Testament dated November 18, 1969,
which was witnessed by two individuals. The original document is attached
__ hereto.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law. _
before m~ this I,~,-r~' dayof
Sworn to or affirmed aad subscribed f
[~ ~/T¢ ~ ~ ~ (~ ~ ~
Estate of Edith I. Myers , Deceased
GRANT OF LETTERS OF ADMINISTRATION
~T[ 7 2004
AND NOW ~ ,--- 19 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Judith E. Ramey
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Judith E. Ramey
in the estate of Edith I. Myers
FEES
Letters of Administration ..... $~¢ ~ 01572 E. Rober~ E~Scker, II
$~ ATTORNEY (Sup. Ct. I.D. No.)
Short
Certificates(%)
..........~, t 20 Stone Spring Lane
Renunciation $
ADDRESS
TOTAL __ $
717-240-6535
Filed ..................... A.D.
PHONE
CERTIFICATE OF DEATH
Edith I. Myers Female
96
: , 3-4-08 Carlisle
. Cm~rland I~.E. Penns~ro ~ ~{orF 5~, r, P ffo~, ~1 ,~.~.~
,,~ Homemaker P I.. Wtdowed
Camp Hill, PA 17011 ~
'~ ~ ,~ Cumberland
... Alert L. Zeigler
Mary
Ellen
Slothower
~. Jud& ~h Ramey ~. ~ure~
~ ~ c,~ ~.~.,.~ 8-23-04 ~,,?estminster Cemetery ~,~ ~rlisle, PA
012755-L =.Myers-Hamer ~l, 1903 Mkt St, Crt. PA 17011
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==============================, .....
RENUNCIATION
In Re Estate of Edith I, Myers
-- _ deceased.
To the Register of Wills of_ Cumberland County, Pennsylvania.
The undersigned Marsha g, Neumyer, d__au~ghter _ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
of Administration
be issued to Judith E, Ramey, dauqhter
WITNESS IY~ hand th~s ~ day of ~-~ ~.~_~, 20 04 .
4 ~Springto~" Ro~d
Harrisburg, PA 17111
(Address)
(Signature)
(Address)
{Signature)
(Address)
SIGr~ED, S~qlED~ PUBLISI~/D /~ DECLaimED by Edith I. ~%ers, the above
~emed ~statrix~ as and for her last ~ill and Testoment~ in our presence~ who
in her presence, et her request~ end in the presence of each other~ have here-
unto subscribed o~ n~es as attesting witnesses.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
ELICKER E ROBERT II
20 STONE SPRING LN
CAMP HILL, PA 17011
RE:
Estate of MYERS EDITH I
File Number: 2004-00918
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 01/22/2005
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER~
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
RAMEY JUDITH E
5 LAUREL DRIVE
MECHANICSBURG, PA 17055
RE: Estate of MYERS EDITH I
File Number: 2004-00918
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 01/22/2005
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA ~
FARNER~
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
13 ~ I 1t... r tt};) ~ ~
Date of Death: Il~ (&- I <J..co'f
Will No.
;Z at!) $1- do? ( 'it
Admin. No.
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To the Register:
I certify that notice of (beneficial interest) estate adminis!<'alion 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 <;"1'.P~ ;2..:3 t ~oy
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Address
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c.r '? '3 \l.. S~fo-... t/L.... I d~/"(f'1l4 h'll
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: J C<.M..-U<k~
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Capacity: _ Persona] Representative
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
Judith E. Ramey
being duly sworn according to law, deposes and says that s.e is the
administratrix of the Estate of Edith 1. Myers
late of ---.J:l1.e_l3orQUgh_Qf~_Hill_ .---__ . Cumb..rland County, Pa., dec..ased and that th..
within is an inventory made by Judith E. Ramey ., the said
of the entire estate of said decedent, consisting of all the personal propdrty and real estat.., e.cept real ..stat.. outside
the Commonwealth of Pennsylvania, and that the figure. opposite each it..m of th.. Inv..ntory repre...nt it'. fair value
a. of the dat.. of decedent'. death.
Executor . Ad'mini,hator
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and .ubscribed before me,
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Judith E. Raney
5 Laurel Drive
Mechanicsburg. PA 17055
Addrell
Date of Death
18
August
2004
Day
Month
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INSTRUCTIONS
I. An inventory mu.t b.. filed within three month. after appointm..nt of personal r..pr..sentativ...
2. A supplement inventory must be filed within thirty day. of di.covery of additional a....h.
3. Additional sheets may b.. attached a. to per.onalty or realty
4. See Articl.. IV, Fiduciaries Act of 1949.
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Inyentory of the real and personal estate of
Edith 1. Myers, deceased
Personalty
1.
Stock, TastY Baking Company, 346 shares
2.
PNC Bank, checking account #514045609 less returned checks
to Allianz Life Insurance Co. in the amount of$I,228.49 and to
MetLife Investors USA Insurance Co. in the amount of $593.32
accrued interest
3.
PNC Bank, savings account #5004020394
accrued interest
4.
Refund Manor Care nursing facility
5.
Refund Patriot News Company - newspaper subscription
6.
Refund Verizon - telephone service
7.
Independence Blue Cross - payment for claim for reimbursement
of prescription medication
Total personalty
NO REAL ESTATE
$ 2,916.78
1,894.39
.14
15,829.00
.13
1,132.86
50.75
3.46
1.250.00
$ 23,077.51
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RE~-lWOEX ;6<]0)
REV-1500
*" COMMONWEALTH OF
_. PENNSYLVANIA
<lIii: DEPARTMENT OF REVENUE
DEP1280601
. . HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 04
0918
COUNTY CODE YEA.R
NUMBER
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DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
Myers Edith I.
SOCIAL SECURITY NUMBER
196-50-0078
~---
DATE OF BIRTH (MM-DD-YEAR)
03/04/1908
---
(If APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST. AND MIDDLE INITIAL)
DATE OF DEATH (MM-DD-YEAR)
08/18/2004
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
o 4. limited Estate
o 6, Decedent Died Testate (Atl.actl ~ cl WillI
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale afdealh allet' 1Z-1Z-a<')
o 7. Deced~"tMaintainM a U'.fir.g Trust (AllachoopyofTrust)
o 10. Spousal Poverty Credit (date of death belwoon 1Z-31-91 and 1-1.95)
o 3. Remainder Return (dale of 4ealh prior 10 1Z.13-82)
o 5. Federal Estate Tax Return Required
8. Tolal Number 01 Safe Deposit Boxes
o 11. Election to tax under SeC. 9113(A) {Altac/lSdlOI
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COMPLETE MAILING ADDRESS
20 Stone Spring Lane, Camp Hill, PA 17011
. TELEPHONE NUMBER
(717) 240-6535
(1)
(2)____________________--.--?-'-?16.~~__
(3)
(4)
(5) _____.___________------.-?~,160.73 __
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule OJ
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Rilling Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule Gar L)
8. Total Gross Assets (talal Lines Pi
9. Funeral Expenses & Administrative Costs (Schedule H) (9l
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
(8)
14,083.07
1_,115.38
(11)
(12)
(13)
15,198.45
7,879.06
(6)
(7)
0.00
\.;,}
23,077.51
11 Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sac 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax lUne 12 minus Line 13)
(14)
7,879.06
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount 01 Line 14 taxable at the spausallax
rate. or transfers under Sec. 9116 (a)(1.2)
x .0 (15)
7,879.06 x.o 45 (16)
354.56
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17) _____~_______
x .15 (18)
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(19)
354.56
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
_<:..,-J-
Decedent's Complete Address:
STREET ADDRESS
1700 Market Street (Manor Care 1
1--=------ ----------------
CITY Camp Hill
I STATEpA
I ZIP 17011
----
Tax Payments and Credits:
1. Tax Due (Page IUne 19)
2 Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
354.56
Tolal Credits (A + B + C I (2)
3. InlerestJPenalty if applicable
D. fnleresl
E_ Penally
4.
TolallnteresUPenal1y ( D + E )
If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5.
If Line 1 + line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
(3)
(4)
(5)
(5A)
A. Enter the interest on the tax. due.
B. Enter the tolal olUne 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
354.56
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a_ relain the use or income of Ihe property transferred;...................................................................................... -- 0 [i)
b. relain the right to designate who shall use the property transferred or ils income; ________..____.............................. 0 [i)
c. retain a reversionary interest; or.......................................................................................................................... 0 [i]
d. receive Ihe promise for life 01 either payments, benefits or care? ............................................._.._........_.._......... 0 [i)
2. If death occurred after December 12, 1982, did decedent lransfer property within one year of death
wilhoul receiving adequate consideration? ....._..............................................._.._.........___........__..........................._ -- 0 [i)
3. Did decedent own an "in trusl for' or payable upon death bank account or securily at his or her death? .............. 0 [i)
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficia!'j designation? ................................... .............._..............._..................................................... [i) 0
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 penaRies of pe~ury, t decl9re lIlall have examined this return, including accompanying schedules and statements, and to the bett of my knowledge and belief, it is true, correct
and complete.
Dedarlltionofpreparerolherthan lhepersonal represenlalive is based on sn infonnalion of which preparer has any knowledge .
ATURE OF P..!.R.SON R.. E...~SIBLE FlUNG RETURN
.~~.
RESS
laurel Drive, Mechanicsburg,P"" 17055___
SI~rl~(:fSP~ESENTA~IVE
ADDRESS
20 Stone Spring lane, Camp Hill, PA1.7011
DATE
..i::l..r;E!t:J~.--=..
For dates of death on or after July 1, 1994 and before JanuB'Y 1, 1995, the tax rate imposed on the nel value of transfers to or for the use of the surviving spouse is 3%
{72 PS 99116 (a) (11) (ill-
For dates of dealh on or afler Janua!'j 1, 1995, the lax rate imposed on Ihe net value of lransfers 10 or for the use of Ihe surviving spouse is 0% {72 P.S_ 99116 (a) (1.1) (iill.
Tile statute does no' exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is Ihe only benefICiary,
For dates of death on or after July 1. 2000:
The tax rate imposed on the net value of transfers tram a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adopuve parent,
or a stepparent 01 the child is 0% [12 PS. ~9116(a)(1.2)).
The lax rate imposed on Ihe net value of transfers 10 or for the use of the decedents lineal beneficiaries is 4.5%, except as noted in 12 P_S. 99116(1.2) \72 P.S. 99116(a)(1)].
The tax rale imposed on the nel value of transfers to or for Ihe use 01 the decedents siblings is 12% [72 P.S_ ~9116(a)(1.3)j. A sibling is defined, under Section 9102, as an
indil/idual who has at least one parent in common with the decedent, whether by blood or adoption.
REV.1503 EX+ (6-98)
..
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Edith I. Myers
FILE NUMBER
21-04-0918
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
iTEM
NUMBER
\.
DESCRIPTION
Tasty Baking Company, 346 shares common stock (held with Elmer E. Myers, husband, as a joint
lenant. Elmer E. Myers died August 29, 1991) $8.43 per share
TOTAL (Also enter on line 2, Recapilulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
2,916.78
2,916.78
REV.150B EX' (6.9B) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Edith I. Myers
FILE NUMBER
21-04-0918
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. PNC Bank, checking account #514045609 less retumed checks to Allianz Life Insurance Co. in the amount
of $1,228.49 and to MetLife Investors USA Insurance Co. in the amount of $593.32
1,894.39
accrued interest
0.14
2. PNC Bank, savings account #5004020394
15,829.00
accrued interest
0.13
3. Refund Manor Care nursing facility
1,132.86
4. Refund Patriot News Company - newspaper subscription
50.75
5. Refund Verizon - telephone service
3.46
6. Independence Blue Cross - payment for claim for reimbursement of prescription medication
1,250.00
TOTAL (Also enter on tine 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
20,160.73
REV.1510 EX' (6.9B*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TN< RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER. VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Edith I. Myers
FILE NUMBER
21-04-0918
This schedule must be completed and filed jf the anSwer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY DATE OF DEATH
ITEM INClUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECeDENT AND % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACHAcoPY OF THE 0EfD FOR REAl ESTATE. VALUE OF ASSET INTEREST IIFAPPUCABlE.\ VALUE
, c
1 MetUle Investors, policy No. 11205281, upon death of Edith I. Myers "
passed to daughters Judith Ramey and Marsha J. Neumyer as beneficiaries , 0,00
2. Aliianz Life Insurance Company, policy No. 7454197, upon death of Edith
I. Myers passed to Judith E. Ramey, daughter, as beneficiary , 0,00
"
See copies of annuity policy statements attached. The value would be the
,
remaining payments to be paid to the named beneficiaries.
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TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
--- /~ 10/1-'< /Dlf
MetLifelnvestors'
September 21, 2004
Ms. Judith Ramey
5 Laurel Dr .
Mechanicsburg, PA
? it.( to 'I
1705
RE:
Policy Number:
Owner/Annu.itant:
Beneficiary(ies ):
Metlife Investors USA Insurance Company
/1205281
Edith I. Myers
Judith Ramey
Marsha J. Neumyer
it; If. '1r
Dear Ms, Ramey:
We are sorry to learn of the death of Edith I. Myers. The following information will be
helpful in settling the claim on this annuity policy.
This policy was applied to provide guaranteed annuity income under 1 annuity option(s)
as follows:
. Designated Period Annuity with monthly payments of $601.38 beginning on July 1,
2002 with final payment due on June 1;2011\0
The beneficiary(ies) are entitled to the remaining annuity payments, to be payable
throughout the designated periodas.was.origil:laUyelected by the annuitant. These
payments must continue and cannot be surrendered for a lump sum.
Because the policy is a legal document, certain forms need to be completed and
returned before settlement of the claim can be processed. Listed below are the
requirements to settle this claim.
1. A copy of the death certificate.
2. The Policy Claims Settlement Form. Please complete sections A, B-6,
and E in reference to this claim. Please be sure to include a tax
withhoiding election.
3. to us a ment for the month of September 2004 i the
wli h was made after the date 0 IS payment
will be re beneficiary upon settlement of this claim. This
exchange of P8)4[nentis necessary to ensure proper tax reporting.
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If you have any questions, please call an Annuity SelVices Representative toll-free at
800-284-4536.
Sincerely,
Address replies to: P.O. Box 14593
Des Moines. IA 50306-3593
DCl
AJlianz Life Insurance Company of North America
PO Box 59060
Minneapolis, MN 55459-0060
800/950-1962
Allianz @)
ANNUITY OPTION AGREEMENT
Policy Number:
Annuitant Name:
Owner Name:
Settlement Effective Date:
Option Chosen:
Amount of Original Proceeds:
Payment Mode:
Next Payment Date:
Final Payment Date:
Contingent Owner:
7454197 Today's Date: November 12, 2004
REVISED
EDITH I MYERS, DECEASED
JUDITH E RAMEY
October 22, 2001
Installments for a Guaranteed Period
$68,431.20
Monthly
August 22. 2004
October 22, 2006
DANA R GOLDINGER
Payment Amount: $1,228.49
Guaranteed period: 5 YEARS
Number of remaining payments: 27
DAUGHfER
100.00%
Under the provisions of your policy, you have chosen the above-described annuity option. Each
installment will consist of part principal and part interest. It is understood that election of this
annuity option waives all rights to submit premium or make additional withdrawals. No further
adjustments in interest will be made.
The mode of payment is fixed and cannot be changed. The selection of this annuity option is
irreversible, unassignable, and non-transferable upon the annuity date.
Should the owner die before the final payment date, payments will continue to be paid in the
same manner as previously elected to the contingent owner, or as amended.
~~
a?4-~u
Suzanne J. Pepin
Senior Vice President, Secretary,
and Chief Legal Offiper
Charles Kavitsky
President
REV.1511 EX. 112'99*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Edith I. Myers
FILE NUMBER
21-04-0918
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
,.
FUNERAL EXPENSES:
Myers-Hamer Funeral Home, Inc. 1903 Market Street, Camp Hill, PA 17011
Grave opening - Terry Neumyer, reimbursement
7,328.00
995.00
2.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 2,500.00
,..
Name of Personal Representative(s) Judith E. Ramey
Social Security Number{s)/EIN Number of Personal Representalive(s)
Street Address 5 Laurel Drive
City Mechanicsburg .Slate PA Zip 17055
Year(s) Commission Paid: 2005
2. AllorneyFees 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
StreelAddress
City Slale .~P
Relationship of Claim ani 10 Decedent
4. Probate Fees 80.00
5. Accountant's Fees
6. Tax Return Preparer's Fees I
..
7. Cumberland Law Joumal, advertising letters 75.00
8. The Patriot News, advertising letters 105.07
9. Reserve for filing fees, final accounting fees and miscellaneous 500.00
TOTAL (Also enler on line 9, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
14,083.07
REV.151"X' 1"""1 ..
COMMONlNEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEOEHT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Edith I. Myers
FILE NUMBER
21-04-0918
Report debts incurred by the decedent prior to death which remained unpaid as of the dale of death, Including unrelmbursed medic:al eXpen$es.
ITEM VALUE AT DATE
NUMBER DESCRIPTION Of DEATH
c -
1.
Verizon, final telephone bill
25.74
2.
Cumberland Apothecary, final bill for medicaUon
461.29
3.
Wesl Shore EMS. ALS, ambulance services
589.04
4.
Hal S. Fineburg, M.D., medical servicas
39.31
I
.
.
TOTAL (Also enter on line 10, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
1,115.38
REV.1513 EX'I'l-OOI ..
SCHEDULE J
BENEFICIARIES
COMMONWEALl'H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Edith I. Myers
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS rmaude outright spousal distributions, and transfers under
Sec. 9116 (aJ (1.211
1. Judith E. Ramey, 5 Laurel Drive, Mechanicsburg, PA 17055
2_
Marsha J. Neumyer, 4832 Springtop Drive, Harrisburg, PA 17111
FILE NUMBER
21-04-0918
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
Daughter ~qf~!'5tQte
Daughter
"00% of ret estatE
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
U NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON liNE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEAlTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL.. TAXES
DEPT. 280601
HARRISBURG, PA 17128--0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RAMEY JUDITH E
5 lAUREL DRIVE
MECHANICSBURG, PA 17055
___,n__ lold
ESTATE INFORMATION: SSN: 196-50-0078
FILE NUMBER: 2104-0918
DECEDENT NAME: MYERS EDITH I
DATE OF PAYMENT: 09/09/2005
POSTMARK DATE: 09/09/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/18/2004
NO. CD 005781
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,185.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,185.00
REMARKS:
JUDITH RAMEY
CHECK# 0
INITIALS: RSK
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WilLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEMT OF REVENUE
CT o.r:.n,,",TICE OF INHERITANCE TAX
BUREAU OF INOIVlDUAL TAXES PC('ORiiFO n~t:JIl'J;;iieHENT, ALLOIIANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION \ Lu "....- _~~. .OF DEDUCTIONS AND ASSESSI1ENT OF TAX
PO BOX Z8D60l ! '., I ,
HARRISBURG PA 171Z8-0601
09-05-2005
HYERS
08-18-2004
21 04-0918
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See reverse side under Objections)
AmDunt Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is4;-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEHENT~-AiioWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDITH I FILE NO. 21 04-0918 ACN 101
TAX RETURN liAS: 1 ) ACCEPTED AS FILED I X) CHANGED SEE
2C% Sr.:? -2 P~\ I?: \ 0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLrn!! n::
, Uli\:".:1
('r~' ""
E ROBERT ELICKE~i'i{ATTV
20 STONE SPRING-LN
CAMP HILL PA 17011
ESTATE OF HYERS
*'
REV-1547 EX AFP (06-05)
EDITH
I
DATE 09-05-2005
ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule fJ
7. Tr~si.rs (Schedule Q)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. costsmisc. Expenses (Schedule H)
10. Debts/Mortgage Li~i1ities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charit&b1e/Governaental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
(1)
(2)
(3)
(4)
IS)
(6)
(7)
.00
2.916.78
.00
.00
20.160.73
.00
69,586.33
(8)
14,083.07
1.115.38
Illl
(12)
(13)
(14)
ISchedule .n
I~ an assess.ent was issued previDusly, lines 14, 15 and/Dr 16, 17, 18 and
reflect ~igures that include the tDtal D'f ALL returns assessed tD date.
ASSESSMENT OF TAX:
15. AIIow\t of L inti 14 at Spousal rate (IS)
16. A~unt of Line 14 taxable .t Lineal/Cless A rate (16)
17. AltOunt of Line 14 at Sibling rate (17)
18. ADOUnt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
D T .
NOTE:
INTEREST/PEN PAID 1-)
.00
DATE
05-10-2005
NUlBER
CD005310
.00 X
77,465.39 X
.00 X
.00 X
AHOUNT PAID
354.56
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
INTEREST IS CHARGED THROUGH 09-20-2005
AT THE RATES APPLICABLE AS OUTLINED ON THE
~ REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
crMl! t to your account,
s~!t the upper portion
of this forD with your
tax PBy_nt.
92,663.84
l1i.1QR 41i
77,465.39
.00
77 ,465.39
19 will
.00
3,485.94
.00
.00
3,485.94
354.56
3,131.38
53.62
3,185.00
I IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU IlAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTTONS.l
REV-141O EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Myers, Edith I. 2104-0918
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 Annuities are fully taxable with no exclusion.
G 2 Annuities are fully taxable with no exclusion.
ROW
Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C~:~t&~ERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
20
......",..........a
-.
- i
.
r~ 1
1 ~ I i
r: ! 9
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-26-2005
MYERS
08-18-2004
21 04-0918
CUMBERLAND
101
EDITH
I
(
E ROBERT ELICKER II ATTY
20 STONE SPRING LN
CAMP HILL PA 17011
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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.
CUT ALONG THIS LINE
-to
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF MYERS EDITH I FILE NO.21 04-0918 ACN 101 DATE 09-26-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-05-2005
PRINCIPAL TAX DUE: 3,485.94
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2005 CD005310 .00 354.56
09-09-2005 CD005781 48.91- 3,185.00
TOTAL TAX CREDIT 3,490.65
BALANCE OF TAX DUE 4.71CR
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 4.71CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
If'--
o
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
",(\i"\,Oj"(:\i rH\~!I~i~R:ITANCE TAX
\~\C\.A,/j 11_J s:r~iT~ENT OF ACCOUNT
1U,}~
3:01
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-31-2005
MYERS
08-18-2004
21 04-0918
CUMBERLAND
101
r:":::'
E ROBERT ELICKER II ~t~tl
20 STONE SPRING LN
CAMP HILL PA 17011
Allount Rellitted
'*
REV-1607 EX AFP [03-05)
EDITH
I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF MYERS EDITH I FILE NO.21 04-0918 ACN 101 DATE 10-31-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-29-2005
PRINCIPAL TAX DUE: 3,485.94
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2005 CD005310 .00 354.56
09-09-2005 CD005781 48.91- 3,185.00
10-17-2005 REFUND .00 4.71-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
3,485.94
.00
.00
.00
STATUS REPORT UNDER RULE 6.12
Name of Decedent: (;;. dift.. :T.~
Date of Death: ,.q ~ (1( ( ~C)0 y
Will No.: Pr+ (V 6
:1.1- C> 'l- 6> q I ~dmin. No.: ;7.1- 04 - Cl q (~
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:
YesIil No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes'B NoD
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk ofthe Orphans' Court
and may be attached to this report.
Date: y<i,/6(. J'~ ~ rli1
Signature
E ~D6eG/' r 6 fr, 'c.. ~ 74
Name
'"_f,)
(,..,j
d-CJ 5~ ~
~ 1-1-1 (( l /{A
Address
~
(fC f!
c-
(. i
7 17 . .7 '+0- C; S- -:3 V
Telephone No.
L _.1
i.:.",
,:',
Capacity: 0 Personal Representative
~g Counsel for personal representative
\\L
ESTATE OF EDITH 1. MYERS
PA No. 21-04-0918
Cumberland County, Pennsylvania
We, Judith E. Ramey and Marsha J. Neumyer, beneficiaries of the Estate of Edith 1.
Myers, acknowledge that we have received an informal accounting of the receipts and
disbursements in the Estate of Edith 1. Myers and accept said accounting as an accurate
statement of the financial transactions in said Estate. We further, therefore, release Judith
E. Ramey, Administratrix of said Estate, from any claims hereafter regarding the
settlement of the Estate holding her harmless from this date forward.
DATE:
02./ ~/ tJ b
~~
~ith E. Ramey
p,j . tJ '/' tI (,
.~-if~
rsha J. NeumY{r
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURfAU OF INDlVlOUAL TAXES
DEPT. 280601
HARR1SBURG,PA 17128-0601
REV-11f2 EX{11-961
,
i
:
i
,
,
NO. CD 00~310
i
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RAMEY JUDITH E
5 LAUREL DRIVE
MECHANICSBURG, PA 17055
_n___~_ fold
ESTATE INFORMATION: SSN: 196-50-0078
FILE NUMBER: 2104-0918
DECEDENT NAME: MYERS EDITH I
DATE OF PAYMENT: 05/10/2005
POSTMARK DATE: 05/10/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/18/2004
ACN
ASSESSMENT
CONTROL
NUMBER
i
AMOUNT
,
,
i
101 I $354. )6
I 'I
I I
I !
I
I !
i
I ,
,
i
I i
i
:
I I,
i
I \
i
!
TOTAL AMOUNT PAID:
,
$354.$6
!
REMARKS: ESTATE CHECK
CHECK# L
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
i
GLENDA FARNER STRASBAYilli
!
REGISTER OF WILLS i
-i
,