HomeMy WebLinkAbout01-08-13 (2)
1505610105
REV-1500 Ex (o2-:u) (R)
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 28o6o1
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
138-26-7350 02/25/2011 11/22/1935
Decedent's Last Name Suffix Decedent's First Name MI
Meyer Carl
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
C31D 1. Original Return C=3 2. Supplemental Return O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
p 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
R. Scott Cramer (717) 834-5700
KPISISTER OF WI tS USE~§N
C C7 6.,~I c>
x? G
.
r
('T'I
First Line of Address ca
P.O. Box 159 CO
z ::y qry'
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Second Line of Address
tz~
State ZIP Code DATE RILED -
City or Post Office
Duncannon PA 17020 cn
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is tfye, correct and complete. Decl ation of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG E O pE N RESPO IBLE F R FILING RETURN DATE
ADDRE ^1l Y ('r _ "-7 n 1-3 1- -7 3
SIGNATURE U PREP ER T R HAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 j
1505610205
REV-1500 EX (Fl) Decedent's Social Security Number
138-26-7350
Decedent's Name: Carl Meyer
RECAPITULATION
63,000.00
1. Real Estate (Schedule A) 1.
2. Stocks and Bonds (Schedule B) 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
4. Mortgages and Notes Receivable (Schedule D) 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) O Separate Billing Requested 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7.
63,000.00
8. Total Gross Assets (total Lines 1 through 7 • • • 8.
5,808.50
9. Funeral Expenses and Administrative Costs (Schedule H) 9.
41,845.99
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) 10.
47,654.49
11. Total Deductions (total Lines 9 and 10) • 11.
. 12. 15,345.51
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13.
an election to tax has not been made (Schedule J) .
15,345.51
14. Net Value Subject to Tax (Line 12 minus Line 13) 14.
TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .O_ 15
16. Amount of Line 14 taxable 15,345.51 16. 690.55
at lineal rate X .0 45
17. Amount of Line 14 taxable 17
at sibling rate X 12
18. Amount of Line 14 taxable 18
at collateral rate X .15
690.55
..............19.
19. TAX DUE
O
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610205 1505610205
REV-1500 EX (Fi) Page 3 File Number
Decedent's Complete Address:
DECEDENTS NAME
Carl Meyer - -
STREET ADDRESS
2077 Reservoir Drive
--STATE PA ZIP
CITY 17013
Carlisle
Tax Payments and Credits: 690.55
1. Tax Due (Page 2, Line 19) (1}
2. Credits.'Payments
A. Prior Payments B. Discount
Total Credits (A + B) (2)
3. Interest (3)
4. If Lire 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Fill in oval on Page 2, Line 20 to request a refund.
690.55
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred ❑ N
b. retain the right to designate who shall use the property transferred or its income ❑
c. retain a reversionary interest ❑ O
d. receive the promise for life of either payments, benefits or care? ❑ N
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ❑ ■
without receiving adequate consideration?
3. Did decedent own an "in trust for' or payable-upon-death bank account or security at his or her death? ❑ N
4. Did decedent own an individual retirement account, annuity or other non-probate property, which El .
contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE A
REAL ESTATE
Estate of Carl Meyer No. 21-2011-0391
(Property jointly-owned with Right of Sur-6vorship must be disclosed on Schedule F) All real estate should be
reported at fair market value which 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.
ITEM DESCRIPTION VALUE AT DATE
OF DEATH
1. Real Estate
2077 Reservoir Dr.
Carlisle. PA 17013 $ 63,000.00
(see attached appraisal)
TOTAL Also enter on line 1. Recapitulation) $ 63 000.00
(If more space is needed, insert additional sheers of same size.)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Estate of Carl Meyer No. 21-2011-0391
Debts of decedent must be reported on Schedule I
rrEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES. Hetrick-Bitner Funeral Home Inc. $ 2.715.00
B. ADMINISTRATIVE COSTS:
i, Personal Representative's Commission -
Name of Personal Representative (s) -
Social Security Number(s) ,EIN Number of Personal Representative(s)
$ 2.500.00
2. ATTORNEY FEES - R. Scott Cramer
3. FAMILY EXEMPTION: (If decedent's address is not the same as claimant's, attach explanation)
Claimant -
Street Address -
Citv - State Zip -
Relationship of Claimant to Decedent -
4. Register of Wills $ 343.50
5. Central Penn Appraisals $ 250.00
TOTAL (also enter on line 9 Recapitulation) S 5.808.50
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTATE OF Carl Meyer No. 21-2011-0391
ITEM DESCRIPTtO\ AMOUNT
Register of Wills for the County of Cumberland
Commonwealth of Pennsylvania
Salzmann Hughes, P.C. S 1,203.00
Bonnie Noggle S 4,700.00
Court of Common Pleas of Cumberland County
Pennsylvania, Orphans' Court Division
West Asset Management, INC. for Bank of America S14,732.71
West Asset Management, INC. for Bank of America S 7,219.47
Phillips & Cohen Associates, Ltd. On behalf of Citibank N.A. S 9,258.40
Cumberland County Tax Claim Bureau (2011 R.E. tax) S 2,392.61
Robin K. Sollenberger, Tax Collector (2012 R.E. tax) S 2,339.80
99
TOTAL Also enter on line 10. Recapitulation) $41,845.
(If more space is needed insert additional sheers of saute size.)
SCHEDULE J
BENEFICIARIES
Estate of Estate of Cart Meyer No. 21-2011-0391
ITEM N.--iE AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Shelly L. Crawford Daughter 100%
ITEM NANNIE AND ADDRESS OF BENEFICIARY AMOUNT OR
NUNIBER SHARE OF ESTATE
B. Charitable and Governmental Bequest
NONE
CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation)
Central Penn Appraisals, Inc. (717) 737-4600 P #
RESIDENTIAL APPRAISAL SUMMARY REPORT t:
Address: 2077 Reservoir Dr C' . Carlisle Sate: PA Code: 17013 Tip F County: Cumberland Legal Son: Deed Book and Page 200933849
Assessor's Parcel # 29-16-11094-005
Tax Year. 2012 R.E. Tames: S 141 SOMW Assessments: S 0 Borrower f lulu : rVa
Current Owner of Record Me r Carl Occupant El Owned Tenatf Vacant I [I Manufactured Hou '
rn Project TYPE PUD CandondNum C erative tiller describe HOA $ We LJ Per ear El off month
Markel Area Name: North Middleton T Ma Relaa e: metro 2844 a-3 Census Tract 0119.02
The purpose of this appraisal is to an of: at Value as d , or dw type of value describe
This report mf ects the following valued not Gwent, see conxtlellts : Ctunrd Dalo is the Effective 0ffie Rebos Pro w
Ej Approach L] Approach
z Approaches developed for idS Sam LM (See Cast Income Recau iliaUo n Comments and Scope of W
Fee Leaselnoid teased Fee Otluer descrlue
w pre" Rights yRgML
7- ir>N(ded Use: This appraisal is for private use and not for lendino purposses.
as
a Intended User(s) (by name or
Client: Lee Souder Address:
MM Robert K. Barahoff Address: 24 W.Main Street Shiremarrsd own. PA 17011
loeatlon: Urban Suburban Rural Predominant One-Um@ Housing Present Land Use Change in Land Use
Built up: N Over 75% ❑ 25-75% ❑ Under 25% Occupancy PRICE AGE Orw~Unntt 55 % ❑ Not Likely
G a-at rate: ❑ Rapid ® Stable ❑ slow N Owner S(am) 6irsl 24 Unit % ❑ UK* - N in Process
r= Property values: ❑ increasing ® Stable ❑ Deckling ❑ Tint 50 Low 0 Multi-Unit 5 % • To: single family
Derrend/serpply ❑ Shortage N In Balance ❑ Over Supply ® Vacant (0.5%) 350 Hi 100+ COWI 5%
y Marketing time: Under 3 Mos. Z 3-6 Mos. Over 6 Mos. Vacant >5% 150 Prenl 40 vacant 35%
a Markel Arm Boundaries, Des ounn, and Market Conditions (including support for the above characteristics and trends): The home is located North of Route
Q 76, South of Route 944 East of Route 74 and West of Wolf Brkioe Road in North Middleton Township. This suburban neithbor hood has
a retativety easy access to employment and services and is competitive with other neighborhoods in the general area. Most have similar
amenities.
w
Y
K
Q
Dimensions: see lot plan Site Area: .29 acres
Iantrrg Cla$s'ft8tDa lmd low to mednxn density residential Description: Single Family home permitted
Zo C lance: al ❑ Legal n oncaNortrti 1 I No zurti
Are CC&Rs applicable? Yes No Unknown Have the documents been n vienwtaf? Yes No Grovel Rent icable S /
Highest & Best Use as improved Present use, or Other use (explain)
Actual Use as of Effective Date: single family home Use as appraised in this roort residential
z Summary of Highest & best Use: Highest and best use is for a single By home
0
F
AL
Um ies Pubic Ogler Pravi wDesedption Off-she Improvements Type Public Private Topography level
Electricity N ❑ Street asphan ® ❑ Size typical for area
c Gas ❑ ❑ Curb/Gutter none ❑ ❑ Shape irregular
water ® ❑ Sidewalk none ❑ ❑ Drainage appears wd
rn SWAM Sewer Nj ❑ Street Lights pole N ❑ Yew average
Storm Server All none F-1 El
Other describe
Ot er site dements: Inside Lot Caner Lot Cud do Sac Underground Utilities
E L-1
FEMA ecl flood HazardArea Yes NO FEMtA Rood Zoe X FEMA Map # 4204100231 E FEMA Map Date 0311612009
Site Comments: Site has average site improvements average landscaping and typical maintenance. There are no apparent adverse
easement encroachments or other adverse conditions on this site.
General Description ExtaiorDescription Foundation 6aslime"t None Hearing
# of Units 1 ❑ Acc.Un t Fo F40n concrete bim* Slab Area Sq. Ft. Type hot air
# at Stories 1 Baader Wags vin Crawl Space yes % Rrished Fuel kerosene
Type N Det. ❑ Att. ❑ Root Surface shingle Basement Ceft
Design (Style) ranch Gutters & Owlspts. aluminum Sump Piste ❑ wars
N FASWV ❑ Proposed Und.Com. Window Type double hung Dampness ❑ Floor Central
I to Acbml Age (Yrs.) 1970 est StorNSaeens Storm/ SCreenS Settlement Outside Entry Over
w Effective Age (Yrs.) 30 Irdestwion
2 krieriorDescdption Appliances Atfic NNone Amenities Castorage None
> Floors carpe V ' Refrigerator ❑ Stairs ❑ Fireplace(s) # Woodstove(s) # Garage # of cars ( 1 Tot)
W. Wags wood rural Range/Oven N Drop Stair Patio Attach _
CL Trim+RNsh wood Disposal ❑ Scuttle ❑ Deck Detach -
Bath Floor carpet Dishwasher ❑ Doorway ❑ Porch front BIL-In
-
t=- Bath Wairmot fiberglass FaMlood ❑ Roor ❑ Fence Carport
u- Doors hollow Microwave ❑ Heated ❑ PW Driveway 1 asphalt
Wasfued Rntedud enc porch Surface
o RnIshed area above Wade cadaks: 6 Rooms 3 Bedrooms 2 Baths 1,386 Square Feet of Grass Living Area Above Grade
a Additional features:
a
W Describe tine condiion of the pmpetty Qnduding physical, hwblal aM a aural obsolescence): The property appears to be and early 7ft double wide mob?
G home A peaked roof and vinyl siding was added at one point In time The interior is very dated and has the look of a mobg home.
e CWWWO 2W by a b mode. Int. This form may be mptoduad inenOtlft Wlbmd w>alen pemrasbn, kowever. a la male, lic anti be ai*a*160ged and mdW
® Form GPRES2 - IMTOTAV appraisal software by a la mode, inc. -1-800-ALAMDDE 312007
RESIDENTIAL APPRAISAL SUMMARY REPORT FbNW
My research did M not reveal any prior sales or transfers of the subject Pro" for hie Ilm years prior to the effective date of this appraisal
>Q; Data Sotirce(s):
O 1st Prior Sub SaleJTraaefer Analysis of sale?transfer history and/or arty currem agreargd of sale/listing:
~ Date:
x Price.-
Source(s):
z 2nd Prior Subject Sale/framfer
a~ Date:
t- Price:
s:
SALES COMPARISON APPROACH TO VALUE if The Sales Awroach was not developed for tills jml.
FEATURE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3
Address 2077 Reservoir Dr 128 Wynnwood Drive 3144 Spring Rd 332 N Dickinson School Rd
Carlisle PA 17013 Carlisle PA 17013 Carlisle PA 17013 Carlisle PA 17015
Probm to S 0.49 miles SE 1.73 miles NE 9.17 miles SW
Sale Price S S 57,000 S 72,000 $ 65,000
Sale Pdce/GLA S / .ft S 53.98 / Jt $ 54.92114 .ft. S 82.07 /s .ft
Data Source(s) mWa ent mis/a ent misla ent
Vertlicat m Soutcu s tax records tax records tax records
VALUE ADJUSTMENTS DESCRIPTION DESCRIPM + - S Ad' DESCRIPTION + - $ Adjust- OESCRPPiON + - S PA~a
Sales or Rnancing cash conventional cash
Concessions none known seller het $2,000 seder he $1,000
Date of SaWnu 6/15/12 716/12 11129/11
RI hts Appraised Fee Simple Fee Simple Fee Simple Fee Simple,
Location avers ave averse avers
site .29 acres .30 sues .33 acres .52 acres
View avers avers averse average
Des' n leranch ranch ranch ranch
Qua' of coriactiat average average average average
Age 40 est 64 38 40
Confirm avers fair +4 000 better than ave -7.000 better than averacie -7.000
Above Grade Total Bdrrm BM TOW Bdrms Baths Total Bdma Barns Tam! Bdnns Baths
Room Count 6 3 2 5 2 1 -2.00 0 5 3 1,1 +1 000 5 2 f +2,000
00
Gross LMN Area 1,386 SL i,056 JL +3.3 00 1 311 JL 792 .ft. +5,9
Basemrsd & Rrdshed crawl space crawl space crawl space crawl space
Rooms Below Grade
Functional averse ave averse average
fa/ca Who ca +3 000 fain ca +3.000 Who ca +3,000
= Ef iCiard RM typical for area I for area typical for area typical for area
Garay)CEport none 2 car ara a -8 000 crone 2 car aaracle -8000
a
PorditWDeck rch/enc porch +1 000 deck +1,00 deck/enc porch
IL none none none none
g'
Q crone none norm none
z
0 crone none none none
Ln none none none none
Q none none none none
S Net Ad*sMwd otal + S 5,300 + - S -2,000 + $ -4100
0 Adjusted Sale Price Net 9.3 Net 2.8% Net 6.3%1
co of C Ides Gross 37.4 S 6213U01 tiros` 167%$ 70 ODO Cross 39.8 % $ 60.900
1 Summary of sales comparison AWWCh All three sales are considered to be reliable indicators of value, and are weighted similarly in the final
aria _reconciliation. Insufficient sales in close proximity to the subject property reguhe the appraiser to extend search parametersin this market
area and price range it is not unusual to go a further distance for comparable` In order to W comparables sales it v ss necessary to use
sales over 6 months old All three comparable sales are located in the same market area as the subiect property and would be considered
by the same perspective purchaser if all were on the market at the same time as the subject Comparables sales used are all closed sales.
1 1 indicated Value Sales Com S 63,000
CorifiW® 2Dey by a la mode, bn:. Tills bmr may be reproduced margdified vratmut wnltm peminion, b wever, a b mod4 int must be aduwrwledged and oredaed
Form GPRES2 -'WmTOTAV appraisal software by a la mode, inc. -1-MALAMODE 312OD7
REGISTER OF WILLS FOR THE COUNTY OF CUMBERLAND
IN THE COMMONWEALTH OF PENNSYLVANIA
n
s 0 R
IN RE:,
ESTATE OF CARL MEYER, DECEASED
DATE OF DEATH: FEBRUARY 25, 2011 m
TESTAMENTARY NO.: 21-2011-0391 x r-
r.
CLAIMANT: SALZMANN HUGHES, P.C. ;6q
AMOUNT OF CLAIM: $1,203.00~~_, ;
c,a JZ:)
PRAECIPE FOR STATEMENT OF CLAIM
To the Register of Wills:
Please enter a claim against the Estate of Carl Meyer for legal services provided by
Salzmann Hughes, P.C. in the amount of $1,203.00. A true and correct copy of the invoice is
attached hereto, and made a part hereof, and marked as Exhibit "A".
Respectfully submitted,
SALZMANN HUGHES, P.C.
a n r'l-
`2att
Date: BY -
George P. Douglas, III, Esquire
Attorney ID #61886
354 Alexander Spring Road, Suite 1
Carlisle, Pennsylvania 17015
Phone: 717.249.6333
Fax: 717.249.7334
J~
REGISTER OF WILLS FOR THE COUNTY OF CUMBERLAND
IN THE COMMONWEALTH OF PENNSYLVANIA
IN RE:
ESTATE OF CARL MEYER, DECEASED n
DATE OF DEATH: FEBRUARY 25, 2011 c
TESTAMENTARY NO.: 21-2011-0391-c,c7 -
CLAIMANT: BONNIE NOGGLE
AMOUNT OF CLAIM: $4,700.00 = vi
Ti
PR.AECIPE FOR STATEMENT OF CLAIM
To the Register of Wills:
Please enter a claim against the Estate of Carl Meyer for the repayment of two personal
loans given to the decedent by the claimant in the total amount of $4,700.00.
Respectfully submitted,
SALZMANN HUGHES, P.C.
Date: By:
George F. Douglas, III, Esquire
Attorney ID #61886
354 Alexander Spring Road, Suite 1
Carlisle, Pennsylvania 17015
Phone: 717.249.6333
Fax: 717.249.7334
FORM 93-0. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY' PENNSYLVANIA
ORPHANS' COURT :DIVISION = cam' Mn
IN RE: ESTATE
OF Estate No. 21-11-039.1
CARL. MEYER
(Deceased)
CLAIM
To the Clerk of Orphans' Court Division:
Index and -make proper entry in your official records of the claim of WEST
ASSET MANAGEMENT, INC. for BANK OF AMERICA, (Claimant) account
#5466320999586918, in the amount of $1.4732.79 , against the above named
decedent:
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as
amended.
The said decedent, who resided at 2103-W TRINDLE RD CARLISLE, PA
17013-2677, died on 02-25-2011.
Written notice of this claim was given to SHELLY: C W RD. at 2103 WEST
TRINDLE ROAD, 'CARLISLE, PA 17013-2677 on 1
'(Personal representative, if any, or counsel).
- - (Claimant)
West Asset- Management, Inc:
.
7171 Mercy Road; PO Box 6183.
Omaha, Nebraska 68106-0183-
1-800-878-3317.
Claimants Address} -
3
FORM 93-0. C. DIVISION.
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
;c
a
OF Estate No. 21-11-0391
CARL MEYER
(Deceased)
CLAN
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of WEST
ASSET MANAGEMENT, INC. for BANK OF 6MER1 A, (Claimant) account
#4888931993891931, in the amount of $7,219.47. against the above named
decedent.
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act. of 1949 as
amended..
The said decedent, who resided at 2103 W TRINDLE RD CARLISLE PA
1701312677 died on 02-25-2011.
Written notice of this aPA 17013-2677 on 12 F 11 D. at 2103 W -
TRINDLE ROAD, CARLISLE
(Personal representative, if any, or counsel).
(Claimant)
West Asset Management,. Inc.
7171 Mercy Road, PO Box 6183
Omaha, Nebraska 68106-0183
1-800-878-3317
(Claimant's Address)
NOTICE OF CLAIM
(Filed Pursuant to 20 Pa.C.S. § 3532)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF CARL MEYER DECEASED
No. 21-11-0391
To the Clerk of the Orphans' Court Division:
Enter the claim of Phillips & Cohen Associates, Ltd. on behalf of Citibank, N.A. in the
(Claimaar)
amount of $ __?,258-40 , against the above entitled Estate.
The Decedent, who resided at CARLISLE, PA 17013
(Sheer Address)
died on 02/25/2011 Written notice of
- (Due of Death)
said claim was given to Shelly L Crawford
(Persorwttteprese his/her)
at 2103 W Trindle Road Carlisle PA 17013
(Address)
on October 27,2011
( )
1004 3ustison Street
t Address)
Wilmington, DE 19802
(City. Scare. Zip)
(Claimant's Counsel) (Supreme Court I.D. No.)
(Address) C
(Telephone)
Form oC-07 rev. 10.13.06 G
lt- ~`t
NovZO I[vi.cz'N JV4VV+~"r••-
DENNIS MARION
BARBARA B CROSS CHIEF OPERATIONS OFFICER
CHAIRMAN
EDWARD SCHORPP
JIM HERTZLER SOLICITOR
- `
VICE CHAIRtVIANSTEPHEN D.TILEY
ASSISTANT SOLICITOR
GARY EICHELBERGER TAX CLAIM BUREAU OF CUMBERLAND COUNTY MELISSA F. MIxELL
SECRETARY One Courthouse Square. Room 06, Carlisle, PA 17013-3369 TAX CLAIM DIRECTOR
(717) 240-6366
Printed: 11/28/12 C Receipt No.: 91535
10:10:33 Receipt Date: 11/28/2012
Control Number: 29-CO1761 RECEIPT Page: 1
Property Description:
MEYER, CARL LESS THAN 1 ACRE
2103 t ROAD Residential(Under 10 Acres}
CARLISLE E PA ?1 17013-2677 LAND Situs Information:
2077 RESERVOIR DRIVE
Map No: 29-15-1094-005 NORTH MIDDLETON TO NSH=P
Tax Penalty &
Year- Description Face Interest Costs Total
2011 CT`!-NORTE MIDDLETON 270.46 47.35 317.31
2011 CLB-NORTB. MIDDLETON 20.33 3.53 23.86
2011 MUN-NORTH -MIDDLETON 98.69 17.27 115.96
2011 SCH-CPRLIS.,E AREA 1614.82 282.58 15.05 1897.55
2011 BUREAU COSTS
Received For Year 0_ 2011 $2377.58
Total Received $2377.58
Tendered > CASH
Received By > JC
Paid 3y > CRAIG BUSH
Remarks > Balance Due As Cf 11/28/2012
Claim Balance: -00
J v
Receipt Number: 91535 Total Received: $2377.58
UeC Ld 1 4 1 W-Uod vUUU=1 . - -
SEND A SELF ADDRESSED STAMPED ENVELOPE IF PAYING RECEIPT FOR TAXES SIR No. 002771
BY MAIL
201
Assesses Land! imp[ovEiO[it : Minsra3 Tetai
PAYABLE 'la hies :S.OOO*, it?.?OO G .3. POa
TO: Iscouni Face Pen
ROBIN K. SOLLENBERGER, TAX COLIcW&&ND SCHOOL
5 HILL DRIVE Rates .01237060; i 2°h 10% I vim t-.)
pip
CARLISLE, PA 17013
DESC
2077 RESERVOIR DRIVE
i
TAX AMOUNT DUE s 1 e0a 12 51.ws.as~ s 1.BOOSi
If Paid Or. - A[te: 7/1l2~i13 9/:i201d. ilfir~ni:
TAX Sf Paid On az 8efn~'e A/311201` li,/): /3•?32
PAYER MEYER CARL IF NOT PAID 13Y'12131, THIS BILL VOLL BE RETURNED TO
PA
YA% CLAW BUREAU FOR COLLECTION AND FILING OF A LIEN
2103 QUEST TRINDLE ROAD AGAI NSTYOUR PROPERTY.
CARLISLE, PA 97013-2677
OFFICE MAR-APRJUL-AUGTUES 10.48 THUR 10.6; MAY-JUN-SEP-0CT
HOURS: THUR 10.6; APPT ONLY JAN-FEB-NOV-DEC
1 ! $
Tax Collector Signature Date Paid AmountPald
717-249-0747 OTHERS BY APPT
SEND A SELF ADDRESSED STAMPED ENVELOPE IF PAYING RECEIPT FOR TAXES Bill NO. 002723
BY MAIL
Assessed Landl Improvement Hineral Total
PAYABLE values 251000; 117.000 0 1.2.90.
TO: 1 ace
ROBIN K. SOLLENBERGER, TAX COLIMFMwil COUNTY 1Da
5 HILL DRIVE Rates _00180200; 2% '
CARLISLE, PA 17013 CUMBERLAND TOWNSHIP
Rates .000694001 2% 109'
DESC:
2077 RESERVOIR DRIVE CUMBERLAND LIBRARY 1oK
Rates WMA300 `
TAX AMOUNT DUE = s383-31 5391.13 SQL24
Paid 7r, o: A_t~r 3/1/2012 511/201) 'r/1/2ai:
if Paid an or before 413012012 1 6/30120/2
TAX AIiEYER•CARI.
PAYER IF NOT PAID BY 1241. THIS BILL WILL BE RETURNED TO
TAX CWit BUREAU FOR C0ILPCTIQNAND FILING OF A LIEN
2103 WEST TRINDLE ROAD AGAINST YOM PROPERTY.
CARLISLE. PA 170132677
OFFICE MAR-APR-JUL-AUG TUES 104 8 THUR 10-6; MAY-JUN-SEP-0CT
1IOUR5: THUR 10-6; APPT ONLY JAN-FEB-NOV-DEC
I $
TaaCoilectorSignatum DatoPeid AmountPaid
717-249-0747 OTHERS BY APPT
f •
ifT,
' N r7~ L
LAST W= .ARD TEST NT
OF n
CARL E'E R T
I, CARL MEYER, of Carlisle, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do make, publish and declare this
as and for my Last Will and Testament, hereby revoking and making void any and all
former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made.
FIRST: I hereby order and direct my Executrix or Executor, hereinafter
named, to pay all my just debts, funeral expenses, testamentary expenses and all
Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently
done after my death, out of my residuary estate. Further, *to the extent that sufficient
assets exist in my estate, any and all inheritance or other estate taxes, whether to non-
charitable or charitable beneficiaries, shall be paid by my Executor or Executrix from the
residuary of my estate prior to distribution and no part of the taxes paid shall be prorated
or apportioned among the persons or beneficiaries receiving the taxable property
regardless of tax rate applicable by law to each such persons or beneficiaries.
SECOND: 1 give devise and bequeath my entire estate to my daughter,
SHELLY L CRAWFORD, provided she survives me by sixty (CO) days.
THIRD: (Intentionally leave my two children, CHERYL. A. MEYER and
r,UG/13/L'UiLIidU~' IU:Ub RK
Y
CARL MEYER out of my Will.
t,pg-n •Y; t nominate, constitute and appoint my daughter, SHELLY L
CRAWFORD, to be the Executrix of this my Last Will and Testament. No Executor or
.Executrix shall be required to file bond in this or any outer jurisdiction.
IN VAT MESS WHEREOF, t have hereunto set my hand and seal this
r -day of ~-c 2011.
CARL M R
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of
2
LAW OFFICE OF
R. SCOTT CRAMER
5 South Market Street, P.O. Box 159
Duncannon, Pennsylvania 17020
(717) 834-5700
Fax (717) 834-7700
R. Scott Cramer, Esquire
Cl>
Scott@attorneycramer.com ® w~
R. Benjamin Cramer, Esquire
t
ben@attorneycramer.com r-
January 7, 2013 m'
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, Pennsylvania 17013
RE: Estate of Cark Meyer
No. 21-2011-0391
Dear Sir/Madam:
Please find enclosed herewith an original and one (1)
copy of the Pennsylvania Inheritance Tax Return with regard
to the above-referenced estate. I have enclosed a check in
the amount of $690.55 which represents the inheritance tax
owed.
Also enclosed is a check in the amount of $15.00 for
filing fee of same.
Should you have any questions regarding same, please
do not hesitate to contact this office.
Very„- ruly your ,
r
R. Scott Cramer
RSC/jmh
Enclosures
CC: Shelly L. Crawford