HomeMy WebLinkAbout06-11-13 (2) __ ___ ���
� 1505610140
REV-1500 EX �°'_,°>
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOx 2so6o1 INHERITANCE TAX RETURN 2 1 1 2 1 � 9 2
Harrisbur9,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MnnDDI^�YY
0 9 2 2 2 0 1 2 0 9 2 6 1 9 3 2
DecedenYs Last Name Suffix DecedenYs First Name MI
M Y E R S E S T H E R L
(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
Q 1.Original Return � 2.Supplemental Return � 3. Remainder Return(date of death
prior to 12-13-82)
� 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required
death after 12-12-82)
❑X 6. Decedent Died Testate � 7.Decedent Maintained a living Trust � 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
� 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(date of death � �.Election to�a*unde�yS�9113(A)
between 12-31-91 and 1-1-95) C �ttach Sc�) rr' �
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TJ�( ORMATI�HOU� r IRECTED T0:'
Name D�ni�-T�phone umlaer �
D }—.• 3°�� iz�s
J 0 H N B • F 0 W L E R , I I I '��'� 2� 3��'3 4 1
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� G(b`TER�UILLS�S�BpNLY
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First line of address I.� --I � �'"' �
C�
M A R T S 0 N L A W 0 F F I � E S �a °O �
Second line of address
1 0 E A S T H I G H S T R E E T
City or Post O�ce State ZIP Code � DATE FILED
C A R L I S L E P A 1 7 0 1 3
Correspondent's e-mail address: JFOWLER(�u,MARTSONLAW.COM
Under penalties of pery'ury,I deGare that 1 have examined this retum,inGuding accompanying schedules and statements,and to the best of my knowledge and beliet,
it is true,correct and complete.DeGaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA UR PERSON RESP SIBL OR FILING RETURN ATE
�
ADDRE
58 DE DRIVE CARLISLE PA 17013
SIGN U REP � HE THA RESENTATIVE � ;%TE �
DRE
10 AST HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1 �
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� 1505610140 1505610140 J ''�ti
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� 1505610240
REV-1500 EX
Decedent's Social Security Number
oecedenrs Narr�e: E S T H E R L • M Y E R S
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. •
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . 2. 1 8 9 1 . 4 9 '
3. Closeiy 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. 5 8 5 9 � . 2 1
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property
(Schedule G) � Separate Billing Requested . . . . . . . 7. .
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . .. . . . . . . . . . . . . . . . . . . 8. 6 0 4 8 1 , 7 0
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 1 2 � 5 9 . 7 7
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule p .. . . . . . . . . . . . 10. 2 4 6 5 1 . 5 4
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 11. 3 6 7 1 1 . 3 1
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12• 2 3 � 7 � . 3 9
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . .. . . . . . . . . . . . . . . . . . 13. .
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . .. . . . ... . . . . . . . . . 14. 2 3 � 7 � . 3 9
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•0 _ � . 0 O 15. O . 0 0
16. Amount of Line 14 taxable
at�inea�rate x.045 2 3 7 7 0 . 3 9 16. 1 0 6 9 . 6 7
17. Amount of Line 14 taxable
at sibling rate x.�2 D . 0 0 ��. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 � . � � �g, 0 . Q �
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 19. 1 � 6 9 . 6 �
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 15�561�24D 1505610240 J
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Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ESTHER L. MYERS 21 12 1092
DecedenYs Name Page 1 File Number
Correspondents
Name Daytime Telephone Number
First line of address
Second line of address
City or Post Office State ZIP Code
CorrespondenYs e-mail address:
Under penal�es of perjury,►declare that I have examined this re inGuding accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and comple Declaratio of preparer other than th personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PE RESPON IBL I I RETU DATE
// D�..3
ADDRESS
22 RIDG A ENUE CARLISLE PA 17013
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REV-1500 EX Page 3 File Number
Decedent's Complete Address: 2i �2 io92
DECEDENT'S NAME
ESTHER L.MYERS
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STREET ADDRESS
203 Oriole Drive
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CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
�. Tax Due(Page 2,Line 19) (1) 1,4�9.67
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+g) �2� 0.00
3. Interest
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. �3)
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,Q�9.67
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred: ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the property iransferred or its income; ............................... ❑ X❑
c. retain a reversionary interest;or ................................................................................................ ❑ �
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0
2. If death occurred after December 12,1982,did decedent transfer propeRy within one year of death
without receiving adequate consideration? ....................................................................................... ❑ XQ
3. Did decedent own an"in trust for"or payable-upon�eath bank account or security at his or her death? ......... ❑ ❑X
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ❑ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURR�11.
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
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 ass�ts 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(1.2)[72 P.S.§9116(a)(1)).
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defin�d, undE
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
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REV-1503 EX+(6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ESTHER L.MYERS 21 12 1092
All property jointlyowned with right of surv'rvorship must be disclosed on Schedule F.
ITEM VALUE AT DAT�
NUMBER DESCRIPTION OF DEATH
1. 54 shares of Metlife,Inc.,CUSIP No. 59156R108 1, 1.49
See attached.
TOTAL(Also enter on line 2,Recapitulation) $ 1 8f�11.49
(If more space is needed,insert additional sheets of the same size)
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REV-1508 EX+(11-10)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
CASH, BANK DEPOSITS, 8� MISC. "
INHERITANCE TAX RETURN
RESIDENTDECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
ESTHER L.MYERS 21 12 1092
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 VALUE AT DAT�
NUMBER DESCRIPTION OF DEATH '
1. Cornerstone Federal Credit Union,Account No.7158;savings account$25.00 plus$.07 accrued 5.07
interest. See attached.
2. Cornerstone Federal Credit Union,Account No. 7158,checking account$1,109.09 plus$.75 1,�Q9.84
accrued interest. See attached.
3. 2005 Skyline trailer,VIN AC20 1 1 0 1 6208A 56,9�10.00
See attached Settlement Statement. ',
4. Cable-refund ;g 02
5. MetLife-dividend �9.96
6. Erie Insurance-homeowner's insurance refund 142.00
7. Tax Proration �65.32
See attached Settlement Statement.
TOTAL(Also enter on Line 5,Recapitulation) $ 58 5 .?1
If more space is needed,insert addiUonal sheets of paper of the same size
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REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ESTHER L.MYERS 21 12 1092
DecedenYs debts must be repoRed on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT !
A. FUNERAL EXPENSES: '
1. Hoffman-Roth Funeral Home 1�7.66
2. Funeral expenses-reception 2$0.00
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B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attomey Fees: Martson Law Offices 3,T�0.00
3. Family Exemption:(If decedenYs address is not the same as claimanPs,attach explanation.)
Claimant '
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: Register of Wills,Cumberland County 145.50
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7. Register of Wills-filing fee 1;5.00
8. Register of Wills-additional probate �5.00
9. Stock evaluation report 1.55
10. UMH Properties,Inc. -lot rent pending disposition of property 3,6�i0.00
11. Real estate commission 2,8r�5.00
12. Robin Sollenberger,Tax Collector-real estate taxes 2�3i5.52
13. PPL-electric bill pending disposition of property 25i8.83
14. PPL-fmal bill 3;p,��
15. UGI-gas bill pending disposition of property 24�5.13
]6. UGI-final bill 4p.06
17. House cleaning-pending disposition of property 1O�},'7'7
18. GPS Electrical-furnace repair pending disposition of property 1 s i5.08
TOTAL(Also enter on Line 9,Recapitulation) 3 12 O:ig.77
If more space is needed,use additional sheeGs of paper of the same size.
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REV-1512 EX+(12-08)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ESTHER L.MYERS 21 12 1092
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expertses.
ITEM VALUE AT DAT�' ;
NUMBER DESCRIPTION OF DEATH
1. Hospice of Central Pennsylvania-account payable 18,2'40.00
2. Sarah A.Todd Memorial Home-account payable 5,6"�0.94
3. Millennium Pharmacy Systems,Inc.-account payable 4135.96
4. West Shore EMS-account payable 1'$8.04
5. Clock Doctor-account payable 1�6.60
TOTAL(Also enter on Line 10,Recapitulation) $ 24 6fii1.54
If more space is needed,insert additional sheets of the same size.
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REV-1513 EX+(p1_10)
pennsylvania SCHEDULE J
DEPARTMENTOF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
ESTHER L.MYERS 21 12 1092
RELATIONSHIP TO DECEDENT AMOUNT OR SHFiRE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee�s) OF ESTATE
I TAXABLE DISTRIBUTIONS [InGude outright spousal disVibutions and transfers under
Sec.9116(a)(1.2).]
1. Debra L.Fraker Lineal 11,��5.20
58 Meade Drive 1/2 of residue
Carlisle,PA 17013
2. Terry L.Myers Lineal 11,�85.19
22 Ridge Avenue 1/2 of residue
Carlisle,PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE'
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
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� • F.'�FILES'.DA"1'AFILE\EsmtePlanning\IU7661-wwill ' �
LAST WILL AND TESTAMENT OF
ESTHER L. MYERS
I, ESTHER L. MYERS, residing at 417 B Street, Carlisle, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils
previously made by me.
ITEM I: I direct that all my legally enforceable debts and funeral expenses, including
all expenses of rny last illness,shall be paid from my residuary estate as soon as practicable after my
decease as a part of the expense of the administration of my estate.
ITEM II: I bequeath my guns, boats, tools, fishing and hunting equipment, and my
grandfather's clock to my son,BARRON W.MYERS. I bequeath my wedding rings received from
my husband, Kenneth W. Myers, and my family's Bible to my daughter, DEBRA L. FRAKER. I
bequeath my mother's wedding rings to my daughter, TERRY L. MYERS. I bequeath all of my
other j ewelry to my daughters,DEBRA L.FRAKER and TERRY L.MYERS,to be divided between
them as they shall mutually agree. '
ITEM III: I bequeath any automobiles or motor vehicles I may own at my death,
household goods, and other tangible personal property of like nature not specifically bequeathed
under ITEM II hereof(not including cash or securities),together with any existing insurance thereon,
to such of my children as are living on the thirty-first day after my death, subject to the provisions
of ITEM VII(C) hereof, to be divided between or among them with due regard for their personal
preferences in as nearly equal shares as practical and as they shall mutually agree. I direct that any
of the foregoing articles not selected by such children or about which there is no agreement shall be
sold at public or private sale by my personal representative(s), and i further direct that the net
proceeds thereof shall be administered and distributed as a part of the residue of my estate.
ITEM 1V: I devise and bequeath the residue of my estate of every nature and wherever
situate in equal shares to my children,DEBRA L. FRAKER, BARRON W. MYERS and TERRY
L. MYERS, subject to the provisions of ITEM VII(C)hereof. In the event of the death of any of my
children prior to distribution of his or her share,then upon such child's death his or her share,or the
remainder thereof,shall be held, IN TRUST,for his or her then living issue,per stirpes; and if upon
such child's death,he or she has no then living issue,then such share,or the remainder thereof,shall
be added to the share for my other child or children and shall be held, administered and disposed of
as herein provided.
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Page 1 of 6 Pages [Initials]
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ITEM V: Should any person entitled to a share of my estate not have attained the age
of twenty-one(21)years at the time of distribution to him or her,I devise and bequeath the share of
each such person to my Trustees hereinafter named,IN SEPARATE TRUST,to hold,manage,invest
and reinvest the share so received and the accumulation of income thereon,and to use and apply the
income and principal or so much thereof as,in the sole discretion of my Trustees,may be necessary
or appropriate far such beneficiary's support, health and medical care, and education (including
college education,both undergraduate and graduate),or to make payment for these purposes,without
further obligation or responsibility to see to the proper expenditure thereof, directly to such
beneficiary or to any person taking care of such beneficiary. Any income and principal not so
applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty- ,
one(21)years. If he or she dies prior to complete distribution,then such share shall be distributed '
to his or her personal representative(s) or estate, discharged of the trust. For convenience of
administration and investment and if more than one Trust is held hereunder, my Trustees shall be
fully authorized to hold the several Trusts as a common fund, dividing the income proportionately
between or among them, and to make joint investments of the funds belonging to my Trustees.
Should the combined principal of the several Trusts held hereunder be or become too small so as to '
make establishment or continuance thereof inadvisable, my Trustees, in their sole discretion, may ,
make immediate distribution of the then remaining balance of the principal and accumulated income
of each beneficiary's share to the legally appointed guardian or trustee of such beneficiary, or may
appoint and pay such share to a custodian for such beneficiary under the Uniform Transfers to
Minors Act of any state,without further obligation or responsibility for such distribution so paid;and
upon such termination, the rights of all persons who might otherwise have a successive interest
therein shall cease. No interest of any beneficiary,while in the possession of my Trustees, shall be
subject to anticipation or voluntary or involuntary alienation.
ITEM VI: All Federal, State and other death taxes payable because of my death, with
respect to the property forming my gross estate for tax purposes,whether passing under this Will or '
otherwise, including any interest or penalty imposed in connection with such taxes, shall be
considered a part of the expense of the administration of my estate and shall be paid out of the '
principal of my residuary estate without apportionment or right of reimbursement.
ITEM VII: All fiduciaries acting under this Will shall have the following powers in
addition to those vested in them by the common law,by statute or by the other provisions hereof,all
of which shall be exercised in a fiduciary capacity, primarily in the interests of the beneficiaries,
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applicable to all property, including property held for minors, whether principal or income,
exercisable without court approval and effective until actual distribution of all property:
A. To retain and to hold any securities or other property,real,personal or mixed,
including stock of my successor corporate Trustee or an affiliate, received from my estate
without regard to any principle of diversification or risk.
B. To invest and reinvest in all forms of property,including stocks, bonds, funds, '
endowment, insurance or annuity policies on the lives of beneficiaries of any Trust created '
hereunder and other securities, whether operated by my successor corporate Trustee, an
affiliate or others,without restriction to investments authorized for Pennsylvania fiduciaries,
as they shall deem proper without regard to any principle of diversification or risk.
C. To sell at public or private sale,to exchange, to partition, or to lease for any '
period of time or the duration of any Trust created hereunder any real or personal property,
and to give options for sales, exchanges or leases for such prices and upon such terms and
conditions as they shall deem proper. Notwithstanding anything to the contrary contained
herein, so long as my son, BARRON W. MYERS, desires to use my residence as a home,
limited, however, to one year from the date of my death, I direct my personal
representative(s) to retain and hold such property, together with all household goods and
furnishings therein, for such purpose. I direct that my said son shall not be required to give
bond as tenant,or be required to keep such property insured,or be liable for any loss,damage '
or destruction of such property. I further direct that all major repairs, real estate taxes and
property and liability insurance shall be paid out of my residuary estate; otherwise, all costs
of maintenance thereof, including ordinary repairs, shall be paid by my said son. One year
from the date of my death or when my said son no longer desires to use such property as a '
home, whichever shall first occur, I direct that such property shall be sold ar distributed as '
herein provided.
D. To hold property in the name of any Trust created hereunder, or in the name
of my Trustees without designation of any fiduciary capacity, or in the name of a nominee,
or unregistered.
E. To allocate receipts and expenses to principal or income,or partly to each, as
they from time to time, in their sole discretion, shall think proper.
F. To vote in person or by proxy all securities, and to become a party to any '
stockholders' agreements deemed advisable by them in connection with such securities.
Page 3 of 6 Pages [jnl�
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G. To borrow money from any person or institution, including my successor
corporate Trustee or an affiliate, upon their bond or promissory note, and to secure the
repayment thereof by mortgaging, creating a security interest in, pledging or otherwise
encumbering any or all real or personal property as they,in their sole discretion,shall choose
without regard to the dispositive provisions of my Will.
H. To make any divisions or distributions required hereunder,wholly or in part,
in kind or in cash, and to make non-prorata distributions of assets in kind.
I. To exercise any election or privilege given by the Federal tax and other tax
laws,including without limiting the foregoing,the j oinder with my husband in filing income
tax returns, the election of the alternate valuation for Federal Estate tax purposes, the
� election to claim items of deduction for estate tax or for income tax purposes, and to make
or not to make equitable adjustments or apportionments for the exercise or nonexercise of
any such election or privilege.
J. To disclaim any interest in property without court authorization.
K. To compromise any claim or controversy.
ITEM VIII: I appoint my children, DEBRA L. FRAKER, BARRON W. MYERS and
TERRY L.MYERS,or the survivor(s)of them Trustees of the Trusts created under ITEM V hereof.
My Trustees or any successor Trustee may resign at any time upon written notice given to the then
current income beneficiaries thereunder or to their pazent,legally appointed guardian or trustee,other
than any Trustee hereunder, if such beneficiaries aze minors. No successar Trustee shall be liable
or responsible in any way for the acts or defaults of any predecessor Trustee or for any loss or
expense caused by anything done or neglected to be done by any predecessor Trustee, but such
successor Trustee shall be liable only for his,her or its own acts and defaults with respect to the trust
estate actually received. Any successor Trustee shall succeed to all the duties and all the powers,
including discretionary powers,herein granted to my Trustees. My Trustees shall be reimbursed for
all necessary and reasonable expenses incurred by them in the management and protection of the
Trusts and may retain and employ the services of others as accountants,counsel,agents and advisors
far investments,or otherwise,and may act through attorneys-in-fact,with the reasonable expenses,
compensation and fees therefor to be paid from the trust estate in addition to the compensation to
which my Trustees may be entitled under ITEM X hereof. I direct that the situs of said Trusts for
administrative and accounting purposes shall be Cumberland County, Pennsylvania, and all
questions concerning the validity,construction and administration of said Trusts shall be determined
under the laws of the Commonwealth of Pennsylvania. My Trustees may change the situs of any
Page 4 of 6 Pages [In�
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Trust created hereunder from the county and/or state in which it is then being administered to a new
county and/or state. Such action shall be accomplished by a writing signed by my Trustees or
successor Trustee and filed with the court then having jurisdiction over said Trust.
ITEM IX: I appoint my son, BARRON W. MYERS, and my daughter, TERRY L.
MYERS, Executors of this my last Will. Should either my said son or daughter fail to qualify or
cease to act as Executor, I appoint my daughter, DEBRA L. FRAKER, an Executrix to serve with
the surviving Executor, or to act alone should she be the sole survivor.
ITEM X: My Trustees and my Executors, as well as their successors, may elect to
receive a fair and reasonable compensation for the performance of their respective services
hereunder, which compensation shall not be greater than the standard fees charged for the
performance of similar services by corporate banking fiduciaries with offices in Carlisle,
Pennsylvania,in effect from time to time during the period over which such services are performed. '
ITEM XI: I direct that all fiduciaries acting under this Will,whether or not named herein, '
shall not be required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this � day of
_ , 2002.
� /Lu.� [SEAL]
Esther L. Myers '
SIGNED,SEALED,PUBLISHED AND DECLARED bythe above-named Testatrix,as and
for her Last Will and Testament,in the presence of us,who at her request,have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
/��,T�--�--`t-�C�!�-1° and ��.i..� , y� ,
�
Page 5 of 6 Pages
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COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND ;
We,EstherL.Myers, 1�1C�`{'Orr� �. D�o ,and �u,.�� �/. ��'7►��j�.` ,
the Testatrix and the witnesses,respectively,whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and '
executed the instrument as her last Will and that she has signed willingly, and that she executed it �
as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her
knowledge the Testatrix was at that time eighteen years of age or older,of sound mind and under no
constraint or undue influence.
� :
Esther L. 3�ers, Testatrix
/� I
� —�-- e� Z
Wl eSs
�w - �h .�Y�
Witn s
Subscribed, sworn to and acknowledged before me by Esther L. Myers, the Testatrix, and
subscribed and sworn to before me by V 1 r`��. �„ Q-}�j and
�YlarCcac, y�T� , witnesses, this_�day of , 2002.
Notary Public
NOTARIAI SEAL
CORAlNE L.MYERS,Notary Public
Carlisle Boro,Cumbe�lendCounry
o n�x ir M 2003
Page 6 of 6 Pages
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Estate Valuation - 10766.1
Date of Death: 09/22/2012 Estate of: Esther Myers
Valuation Date: 09/22/20:12 Accour.t: MetLife
Processing Date: 06/1�12013 Report Type: Date of Death
Number of Securities: 1
File ID: 10766,1.myers.metlife
Shares Securitv Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 59 METLIFE INC (59156R108) '
COM
New Yor1: Steck 6xchange
09/21/2012 35.03000 39.99000 H/L
09/29/2012 35.69000 39.90000 H/L
35.027500 1,891.99 '
Total value: 51,891.99
Total Accrual: 50.00
Total: 51,891.49
Page i '
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questior:s,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. fRevision 7.3.1i
�--.�c�. B , z�� I
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"�FROM :CORNERSTONEFCU FAX N0. :7172498208 Oct. 23 2012 02:54PM P2
�O R N E RSTCJ N E pp,gox I I 8 I,5 Eas te (�rive,Car{isle,PA I 7015
�
` e cl e r �a I C: r E+ ci � l U n , �� n Telephone (71� 249-I 66I FAX (717} 249-8208
Mem.hE�r,fr,ccnder�—Scf'vice ha,re�d www.cornerstonefcu.coop
October 23,20l 2
Melissa A. Scholly
Mart�cm Law Offices
10 E. Hi�h Street
Carlisle,PA 17013
Re: Account Vcrificat�on
Estate o�F�ther L.Myers
Melissa,
it is my p1ea.RUre to help you with this. Sorry for the c�mfusion!
Account N�j�7158
Uate Acc� nt was O�ened: July 22, 1999
M�er in Which Account wa.g HEId: Sin�e Account
Balance in Accnut�t on Date of Death:
Savings Ac:u�unt-$25.00(Plus Accrued Intrresi of.U7)
Check;ng Account-$1,109.Uy(Plus Accrued interest of.75)
IRA: There�no IRA funds in this account.
if I can be of furiher assistance,please don't hcsitate t��contact me.
Sincerely,
r
Kathy Keiser
Financi$1 Service R�re�entative
C�rnerstone Facieral Credit Uni�n
MEMBER SAVINGS ACCOUNTS F�DERALLY INSURED TO �Z$O,OOO BY�HE NATIONAL CREOIT UNION ADMINISTRATION
J ch. � , �-�i rr.=� 1 ����� -�
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SF_.TTLEMENT STATEMENT
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SELLERS: _��T�__���r1���� --- Lisc#_
BUYERS : __��s �. `�_��.t,SA/N-�, --Y%�N�O�?_��Ei JobH � 1:317
SELLBRS TRANSAC'T10N
SALE PRICE: s_ 5�' y�'�
LESS Paynff -D��x'---
LESS Commissiun __a��•Oa _
LGSS ��r�?��-7Ha.� H�3° ---��-b�•oo--
LESS av�,� �/: 7'�� --- �283•,,r':� _
LESS
LESS _ _
LGSS ----- -—
LESS --- (-) ��7����� _
PLUS Proration of Lot Rent _. _�c��
PLIJS Proration of Taxes ;3�5��� (+) ..36.�:3�
DUE'TO/�SELLFiRS S_�� `f 9'Y�•8U__ :
...........................................................................................
BUYERS TRANSAC'1'IUN
SALE PRICE: S .5+� �1G�n•a�
Title Transfer I'ec � :� a�3'd '
C,a.y,,{AC.ry tnsurancc_ L_ Ycars ,5,�,,3�c>o
Closing Fees �� ;��5'0���n
Proration of Lot Rcnt U o0
Proration of Taxcs
SchoolG��� !7?i7County ly�,�,,,�, i9/�., .3�o5•.3c2
Other �9s,.� ,�,v ,4 n,N.fL-r — -3G7D�<ao _
Other �/►�.�.T,�or �„iT �fSl.3 cu�
Other _
SUBTOTAL S ��f�S.3�a
LESS Deposit Received ,5"cX� caD
L$SS Amount Financed o 00
TOTAL CREDITS 5vc�.cz� _
DUE�/FROM BUYERS S�;'�.5',S.A2
...........................................................................................
DISBURSEMENTS
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