HomeMy WebLinkAbout03-06-15 pennsylvania 1505618403
DEPMTMEWT "TX
(03
-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 21 14 1210
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
11 17 2014 03 07 1954
Decedent's Last Name Suffix Decedent's First Name MI
MEANS SR GERALD B
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
MEANS AGNES C
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
El1. Original Return 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
❑ 4. Agricultural Exemption(date of 5. Future Interest Compromise(date of ❑ 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
n7. Decedent Died Testate ❑ 8. Decedent Maintained a Living Trust 1 9. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
F110. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
EJ13. Business Assets 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ROGER B IRWIN ESQ 717 249 6333
First Line of Address
354 ALEXANDER SPRING RO
Second Line of Address
City or Post Office State ZIP Code ='a
C? trif I
CARLISLE PA 17015 c� r'i'
:3 c.
Correspondent's email address: rogerbirwin(aD_salzmannhughes.com
REGISTER OF WILLS USE ONLY
REGISTER OF WILLS USE ONLY "7
DATE FILED MMDDYYYY �'• _
00 `
DATE FILED STAMP
Side 1
I IIIIII IIIII III I IIIII I III'III Ilill IIIII IIIII IIID IIII Ilii
1505618403 1505618403
A\
J 1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Means, Gerald B. Sr
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 233 -,400 . 00
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. 343 - 63
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7. 4 ,640 - 74
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 238 ,384 . 37
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 14 -.40 - 63
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 22 -1367 - 65
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 36 ,855 - 28
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 201 -1529 - 09
13. Charitable and Governmental Bequests/Sec 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. 201 -v529 - 09
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.00 201 ,529 . 09 15. 0 - 00
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 00 16. 0 . 00
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X A5 0 . 00 18. 0 . 00
19. TAX DUE................................................................................................................ 19. 0 . 00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNATURE�OFf ERSON RESP NSIBLE FOR FILING RETURN Agnes C. Means DATE
ADDRESS
700 Sand Bank Road, Mount Holly Springs, PA 17065
SIGNATURE OF PRP ER OTHER HAN REP ESENTATIVE Roger B. Irwin Esq. DATE
!, !S
ADDRESS
354 Alexander Pring Road, Suite 1, Carlisle, PA
I I IIIIII VIII VIII VIII III�I III VIII II I VIII VIII IIII IIII Side 2
L� 1505618411 I 1505618411
1
REV-1500 EX Page 3 File Number 21-14-1210
Decedent's Complete Address:
DECEDENT'S NAME
Means, Gerald B.Sr
STREET ADDRESS
700 Sand Bank Road
CITY STATE ZIP
Mount Holly Springs PA 17065.
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.00
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 transferred or its income;...............................i.. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...............................................................................................................•.... ❑ ❑x
3. Did decedent own an"in trust for" or payable upon death 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
containsa 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 January 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 step-parent 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.
Rev-1502 EX+(12-12)
SCHEDULE A
01
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Means, Gerald B. Sr 21-14-1210
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate -located at 700 Sand Bank Road, Mt.Holly Springs-assessed value 160,400.00
2 Real Estate-located at 344 Mt.View Road, Mt. Holly Springs-assessed value 73,000.00
TOTAL(Also enter on Line 1, Recapitulation) 233,400.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 12-12)
Property Mapper
Cumberland County, PA
TO iii o
0.66Ac.
'-4 17s.o
700 SAND BANK
r,
0.41ac . -.,.. 00144-00467
73.12 o. Owner MEANS,
,.
Land Use Code:
Property Type:R
$ 492.00
99.94 1 n°
Taxable Status:T
aA 100.00 100.00 `�1 42 50 - 100.00 10l
.00
6 8 9
Sale Price$;78000,
-� Sale Date:Sun Aug 18 1996
00:00:00
11 ac N On
0.42 $ 0.42 $ Built:Year M_,t. 0.43
o o
Ac
Ac. Ac. o . Co
S Co r
t r
150.0 10000 100.00 142.5Q 100.00 100.01
35.00 173,25 100.00 105.33 1pkp F'30.
157.00
29139
,CI-16 17
o
Copyright 2011 Esri.All rights reserved.Fri Feb 20 2015 08:54:05 AM.
700 SAND BANK ROAD
PIN:40-32-2332-007
Deedbook:00144-00467
Owner:MEANS,GERALD B
Land Use Code: 101
Property Type:R OO p L Cd-
TaxableAcreage:0.61 v\Square Feet:1280 Status:T
Clean&Green Status:
Land Assessed Value$:40000
Building Assessed Value$:120400 —T
Total Assessed Value$:160400 ' ® �
Sale Price$:78000
Sale Date: Sun Aug 18 1996 08:00:00 PM
Year Built: 1957
Municipality:SOUTH MIDDLETON TWP
Height In Stories:1
Type of Dwelling:DETACH
Primary Exterior:Brick
Basement Percentage: 100
Air Conditioning:NO
Total Rooms:7
Bedrooms:3
Full Bath: 1
Half Bath:
19
SPECIAL , b fUs, Ap} $ PARCEL NO. 40-32-2332-007
WARRANTY DEED
THIS DEED,
MADE the day of August in the year nineteen hundred
and ninety-six.
BETWEEN
FAWN M. MEARS, Grantor
- A N D -
GERALD B. MEANS, Grantee
WITNESSETH, that in consideration of Seventy-eight Thousand and
XX1100 Dollars ($78, 000 . 00) , in hand paid, the receipt whereof is
hereby acknowledged, the said grantor does hereby grant and
convey to the said grantee,
ALL THAT CERTAIN tract or land with the improvements thereon
erected, situate in South Middleton Township, Cumberland County,
Pennsylvania, bounded and described, as follows :
BEGINNING at a point in the public road (T-473) leading from
Mount Holly Springs to Mountain View, said point being
approximately 17 .5 feet West of the center line extended of a
farm lane leading northwardly from said road; thence North 05
degrees West, 185 feet, more or less, to a stake; thence North 82
degrees 50 minutes West, 142 . 5 fee to a stake;. thence South 05
degrees East, 185 feet, more or less, to a point in the aforesaid
road; thence in said road, South 82 degrees 50 minutes East,
142 .5 feet to the Place of BEGINNING.
HAVING thereon erected a ranch-type dwelling house and other
improvements known and numbered a 700 Sandbank Road, Mount Holly
Springs, Pennsylvania.
BEING THE same premises which James C. . McCanna and Jo Anne
McCanna, husband and wife by deed dated October 26, 1992 and
recorded Oc x1T , ` ►„�3�� ;: lT n t1W Q fice of the Recorder of Deeds
in and for �,uttbv ; &1 Pdhns�j.lvania, ip) Deed Book "Y" ,
Volume 35, ;09 granted ancr-;ccffveyed unt�T Fawn M. Mears,
single pers -43 C91M � r ,tzt� ;;Q -G
{ "I M _n
ft.r r l'1 C".r
:FLr .1
cse+ u
rJ
G"• G}
M-.
- aea •ria r- rL
C_n G C7 f_n C 1I C+ Ga C7 C_n C.n V•.
' C.t
UNDER AND SUBJECT to easements, covenants, reservations,
restrictions and right-of-ways of record.
AND the said grantor will SPECIALLY WARRANT AND FOREVER DEFEND
the property hereby conveyed.
IN WITNESS WHEREOF, the grantor has hereunto set her hand
and seal the day and year first above written.
Signed and delivered in
the presence of
IX— Gl1Lt 177 .......
CERTIFICATE OF RESIDENCE
I hereby certify th t er c. s
,,.�e 1 eTesidence of the grantee
herein is as follows :
76 6 S�
Commonwealth of Pennsylvania
County of Dauphin
On this, the L5 _ day of August, 1996, before me the
undersigned officer, personally appeared FAWN M. MEARS, known to
me, (or satisfactorily proven) to be the person whose that
is
subscribed to the within instrument, and acknowledge that she
executed the same for the purpose therein contained.
WITNESS WHEREOF, I hereunto set my hand and official seal .
gmmlss-ion P
XP-IX-e-u
Notarial Seal CN tary.-Public
I -'-�facki
A.KallenbaUqh.Notary Public
Carlisle B
Oro,Cumberland County
s'.1
I - ft-Cornmission Expires Dec. 15, 1997
i.• fir er,PennsylvaniaAssoaa6onofNotanes
commonwealth of Pennsylvania
County of Cumberland
RECORDED in the Office of the Reco:qdqer of Deeds, in and for
--)
said County, in Record Book Page Y(O
'N
WITNESS my hand and official seal this day
1996 .
RWc-or
500K 144 PACE 468
Property Mapper
Cumberland County, PA
344 MOUNTAIN VIEW ROAD
..
0 ..
Land Use Code:101
o.soM. Property Type:R
(leanAaeage�0.27
Square Feet:783
Land Assessed Value*$:22600
"di
50400
132.0073000
Sa e Date Mon Feb 8 1993 07:00:00
PM
Year Built.1930
2000 -;av♦.y.i
3.41 40.00 s 6 �, 243.50 --__
,� 4 247.50
Ac.
0.5OAc. ;
"`m � 1.02
�? a� co 'n
Copyright 2011 Esrl.All rights reserved.Fri Feb 20 2015 08:54:34 AM.
344 MOUNTAIN VIEW ROAD
PIN:08-33-1936-002
Dee dboo k:0036D-00122
Owner:MEANS,GERALD B
Land Use Code: 101
Property Type:R
Acreage:0.27 I
Square Feet:783
Taxable Status:T
Clean&Green Status:
Land Assessed Value$:22600
Building Assessed Value$:50400
Total Assessed Value$:73000 —T q\3
Sale Price$:48100 1 o O 17 1
Sale Date:Mon Feb 8 1993 07:00:00 PM I V
Year Built: 1930
Municipality:DICIGNSON TOWNSHIP
Height in Stories:1
Type of Dwelling:DETACH
Primary Exterior:Aluminum
Basement Percentage:50
Air Conditioning: NO
Total Rooms:4
Bedrooms:2
Full Bath: 1
Half Bath:
DEED
THIS DEED made this day of �`, - , 1993,
J
BETWEEN ALICE C. SMITH, Executrix of the Estate of Charlotte A. Sowers, deceased,
late of Dickinson Township, Cumberland County, Pennsylvania, hereinafter
called "GRANTOR",
AND GERALD B. MEANS, of 239 North Baltimore Avenue, Mt. Holly Springs,
Cumberland County, Pennsylvania 17065, hereinafter called "GRANTEE":
WITNESSETH:
That in consideration of One and 00/700 ($1.00) Dollar, in hand paid, the
receipt whereof is hereby acknowledged, the Grantor does hereby grant and convey to the
said Grantee, his heirs and assign:,
ALL that certain tract of land with the improvements thereon erected, situate
in Dickinson Township, Cumberland County, Pennsylvania, bounded and described as
follows:
BEGINNING at a railroad spike now set in the bed of a road referred to as
a mountain road leading to the sand bank, said railroad spike also being situate at a corner
common to the land now or formerly of Lottie P. Oyler and the land of the within grantors,
thence leaving said place of beginning and running with and binding on the outline of the
land of said within grantors and running also in the bed of said road (1) South 19 degrees
04 minutes 12 seconds East 100.00 feet to'a railroad spike set, thence leaving the bed of said
mountain road and running with and binding on the boundary line between the land of said
within grantors and the land now or formerly of Mildred E. Mentzer (2) North 82 degrees
40 minutes 37 seconds West, and passing over an iron pin found at the distance of 15.65
feet, in all, 156.36 feet to an iron pin found, thence running with and binding on the
boundary line between the land of said within grantors and the land now or formerly of
Walter J. Jumper and Pearl S. Jumper, his wife (3) North 10 degrees 07 minutes 05 seconds
West 72.92 feet to an iron pin found, thence running with and binding on the boundary line
between the land of said within grantors and the land of said Lottie P. Oyler (4) North 88
degrees 49 minutes 00 seconds East 135.26 feet to the Place of BEGINNING.
Township of School Dist Cumb. Co.,Cumb.Co., Pa. o, Pa.
._l.%Real Estate Transfer Tax
71%Real Estate Transfer Tax
t�ate� �-7 3 Date's - � —r Z Amt° 90
_Amt. —
Robert P.Zieglerj ��jj��++ Robert P Ziegler
Crumb.Co.Dist.Col.Aitt.
R�o-X..1„/36 PAGE 122 Cumb. Co.Dist.Col.Agt.
CONTAINING 0.273 Acres, or 11,874.90 square feet, of land, more or less.
The preceding description being based on a survey completed by Statler-
Brehm Associates, Inc., on January 13, 1993.
BEING improved with a dwelling house known as 344 Mountain View Road,
Mt. Holly Springs, PA 17065.
BEING the same property which was conveyed to Robert L. Sowers and
Charlotte A. Sowers, his wife, by Robert L. Sowers and Charlotte A. Sowers, his wife, by
deed dated March 15, 1957, and recorded in the Office of the Recorder of Deeds for
Cumberland County in Deed Book "R", Vol. 17, Page 306. Robert L. Sowers died on May
7, 1978, thus vesting full title in Charlotte A. Sowers, as surviving tenant by the entirety.
Charlotte A. Sowers died on October 5, 1992, and by her Last Will and Testament duly
probated in the Office of the Register of Wills for Cumberland County appointed Alice C.
Smith Executrix of her Estate, to whom Letters Testamentary were duly issued.
THIS CONVEYANCE is made pursuant to Section 3351 of the Probate,
Estates and Fiduciaries Code.
AND the Grantor hereby covenants and agrees that she will warrant specially
the property hereby conveyed.
IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal
the day and year first above written.
Signed, Sealed and Delivered
in the Presence of.•
I 1'rp'j't
1 Alice C. Smith, Executrix of
the Estate of Charlotte A. Sowers,
deceased
2
OOX���6 PACE 12-3
COMMONWEALTH OF PENNSYLVANIA )
. ss.
COUNTY OF CUMBERLAND )
On this, the Y' day of�`.!-Y; --..., 1993, before me, the undersigned
officer, personally appeared Alice C. Smith, Executrix°of the Estate of Charlotte A. Sowers,
deceased, known to me (or satisfactorily proven) to be the person whose name is subscribed
to the within instrument, and acknowledged that she executed same in the capacity therein
stated and for the purposes therein contained.
.3•'�T ;},=v!` IN WITNESS WHEREOF, I hereunto set my hand and official seal.
SEAL
UMMOLDER, Pt:b••c \
r , uTill
� ..
uum" :�1and C,ou"tyi 'a 6
nldsics�Expires Feb•
AY
I do hereby certify that the precise residence and complete post office address
J `of'the within named Grantee is: 239 N. Baltimore Avenue, Mt. Holly Springs, PA 17065.
DATE:
� � /•• �� J� L.C.%"-..•�..
Attorney for
COMMONWEALTH OF PENNSYLVANIA )
ss.
COUNTY OF CUMBERLAND
RECORDED on this day of 1993, in the
Recorder's Office of the said County, in Deed Book �7 , Volume __�GeL, Page t - .
Given under my hand and seal of the said office, the date above written.
cuadvV1
y Seo . �36 PAGE 124
(V
1 �
I
I n/f
!
Lottie P. Oyler
f �
N 8849'00' E 135.26'
IX. I.P. O
1 � � pRIVF'+IAY N 'Z
N ��.
I 3 EX. 6ARA6E \ a
Y t�
HOUR
2 0.273 Acres
1 'F o
/ IX. I.P. — _ 11. 874.90 Sq.Ft.
I/ N 82
n/f 40'37• re. O
Walter J. Jumper \ W 156.36' IX. I.P. PfL9
/ Pearl S. Jumper
/ \ n/f
\\ Mildred E. Mentzer,
1 CERTIFY THIS PLAN TO BE
• \ CORRECT AND TRUE TO THE
BEST OF MY KNOWLEDGE.
�ONWe��T
DICKINSON TOWNSHIP CUMBERLAND COUNTY REGISTERED ti
BOUNDARY SURVEY U PROFESSIONAL Q
FOR THE DOUGLAS S. BREHM
CHARLOTTE As SOWERS ESTATE LANO
drawn by: Q(� date: /�z//93 recorded drawing o SURVEYOR
deed ref.07/30(- number F 032479-f ati
design by: file: 9_7-pr-//-3 total ^, _ ►•
checked by: s scale: "- ' plan ref: drawings -S Y �y
STATLER—BREHM ASSOCIATES, INC.
ENGINEERING ♦ PLANNING ♦ SURVEYING c�
26 STATE AVENUE,Suite 102 31 NORTH SECOND STREET
CARLISLE,PA 17013 CRAMBERSBURG. PA 17201
(717) 243-41!4 (717) 267-1401 DOUGLAS S. B REHM. P. L.S .
Rev-1508 FX+(08-12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Means, Gerald B. Sr 21-14-1210
include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
I PNC Bank checking account date of death balance 343.63
TOTAL(Also enter on Line 5,Recapitulation) 343.63
(if more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12)
:fan, 13, 2015 1 : 03PM PN'U Bank No. 2134 P. 2/3
January 13, 2015
Judy Yaw
Mount Holly Branch
PNC Bank
RE: Gerald B Means
SSN,
DOD. 11-17-2014
Dear Ms. Yaw:
In response to your request for Date of Deatli(DOD)balances for the custorner noted above,our
records show the following:
Checking Account
Account# 5004084806 Established: 12-30-2002
GERALD B MEANS
DOD balance: S 343.63 non-interest.bearing
IRA Account
Account# 75 800022974 Established: 04-27-2002
GERALD B MEANS
DOD balance: S 4,640.74+2.67 accrued interest
For beneficiary information,please call 1-588-762-4727.
Loan Account
The decedent maintained Loan Account 4001008115734312. For further information and assistance,
please contact 3-888-762-2265. This is a voice activated system. Please state the word "operator"
and follow the prompts to speak-to a Loan Financial Service Consultant.
Please note that this office provides date of death balances for deposit accounts(IRAs,CDs,Cbecking and
Savings). We do not process any Jrwancial transactions or proNide statements. If you need assistance with
any of these items,please call 1-988-PNIC-11ANK(1-888-762-2265)or stop by your local PNC Batik branch
office.
Sincerely,
National Financial Se-rvices Center
PNC Bank,N.A.
Member FDIC
Page I of 2
2f2: d H3NUdO A-1-10H ii,inot,j Dt,jd :WOJJ 0T :9T ST02-ST-Nbf
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF
MISC. NON-PROBATE PROPERTY
RET
INHERITANCE TAXAXRETURRNN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Means, Gerald B.Sr 21-14-1210
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
INCLUDE NAME F NUMBER THE ATE OF TROANSFER.SATTAC{i A COPY OF THE DEED OR REAL ESTATE. VALUE OF ASSET HEIR RELATIONSHIP To DECEDENT ANDINTEREST (IF APPLICABLE) VALUE
1 PNC Bank-IRA-named beneficiary is decedent's 4,640.74 4,640.74
wife,Agnes C.Means
TOTAL(Also enter on Line 7,Recapitulation) 4,640.74
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX R
RESIDENT DECEDENTETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Means, Gerald B. Sr
21-14-1210
Decedent's debts must be reported on Schedule I.
ITEM
—NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 9,087.13
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Agnes C. Means
Street Address 700 Sand Bank Road
City Mt. Holly Springs State PA Zio- 17065
Year(s)Commission Paid Waived
2. Attorney's Fees Salzmann Hughes, P.C. 1,500.00
3. Family Exemption: (if decedent's address is not the same as claimant's,attach explanation) 3,500.00
Claimant Agnes C. Means
Street Address 700 Sand Bank Road
City Mount Holly Springs State PA ZiD 17065
Relationship of Claimant to Decedent Spouse
4. Probate Fees 400.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7, Other Administrative Costs
TOTAL(Also enter on line 9,Recapitulation) 14,487.63
Copyright(c)2013 form software only,The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13)
SCHEDULE
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Means, Gerald B. Sr 21-14-1210
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Hollinger Funeral Home-funeral service 9,087.13
H-A 9,087.13
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE I
. pennsylvania DEBTS OF DECEDENT,
DEPARTMENT ENUE
TURN MORTGAGE LIABILITIES AND LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Means, Gerald B. Sr 21-14-1210
Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PNC Bank-loan#4001008115734312 22,367.65
TOTAL(Also enter on Line 10, Recapitulation) 22,367.65
(if more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12)
wEV-151Em(01-10)
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Means, Gerald B.Sr 21-14-1210
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT
TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
Agnes C(Rhinehart)Means Wife Entire Estate
700 Sand Bank Road
Mount Holly Springs,PA 17065
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as app,opnate.
NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOT I AL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
Copyright k4o810form software only The Lackner Group,Inc. Form PA-1sD0Schedule J(Rvv 01-1o)
RECORDED OFFICE OF
REGISTER' 0 IFF V41 LLS
QM _ LAST WILL AND TESTAMENT
20,14 OEC 29 1 2 10
OF
CLF:". -)F
ORPHA' N'S' 0 0 T GERALD B. MEANS
C U N11 C,E
I, GERALD B. MEANS, of South Middleton Township, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and codicils by me at any time made.
ITEM 1. 1 direct my Executor, hereinafter named, to pay the
expenses of my last illness and funeral expenses from the property passing
under this Will as an expense and cost of administration of my estate.
ITEM 2. 1 give, devise and bequeath unto AGNES C. RHINEHART, of Mt.
Holly Springs, Pennsylvania, if she survives me, absolutely and in fee simple,
all my property, real, personal and mixed, of whatsoever nature or kind and
wheresoever the same shall be at the time of my death.
ITEM 3. In the event that AGNES C. RHINEHART should predecease me, - - -
or if she and I should die as a result of a common disaster or under such
circumstances that it is difficult or impossible to determine who died first,
I direct my Executor to sell all of my real and personal property and to
reduce my estate to cash. However, I direct my Executor to first have all of
said real and personal property appraised. I do not want any of the real or
personal property sold on a distress-sale basis. It is to be sold at a price
determined by my Executor to be reasonable in relation to ippraised value- In
the interim, my Executor is to manage all of said real and personal property
according to the powers set forth in Item 4 below. I give and bequeath all
the rest, residue and remainder of my estate unto PNC Bank, N.A. as Trustee,
IN TRUST, with the proviso that said property is not to be distributed to the
Trustee by the Executor until such time as it has all been reduced to cash.
The Trust shall be for the following uses and purposes;
(a) The Trustee shall divide the trust corpus into five (5)
equal shares for my son, GERALD B. MEANS, JR. , of Alta, Iowa; my
daughter, JENNIFER MARIE MEANS, of Alta, Iowa; CHARLES PAUL
RHINEHART, JR. , of Gardners, Pennsylvania; BRIAN LEE RHINEHART, of
Gardners, Pennsylvania; and DUSTIN ADAM RHINEHART, of Gardners,
Pennsylvania, and shall allocate one of such equal parts to each
beneficiary.
(b) The Trustee shall pay to or expend and apply for the
benefit of my beneficiaries so much of the income and principal as
it, in its sole discretion, deems necessary for the proper support,
maintenance, welfare and education of said beneficiaries. Any such
distribution shall be made only from the part of the trust property
designated as being for the beneficiary benefited. Any income not
distributed shall be added to principal.
(c) The Trustee shall pay over to each beneficiary the entire
principal of his or her part as it shall exist at his or her
attaining the age of twenty-five (25) years. In the event that one
17
-2-
of the beneficiaries predeceases me or dies prior to attaining the
age of twenty-five (25) years, his or her part shall be distributed
to his or her children, if any, in equal shares, or if none, it
shall be added to the parts being held for the other beneficiaries
of this Trust. If such beneficiary shall have previously attained
the age of twenty-five (25) years, then his or her shale shall be
distributed outright and not added to his or her part.
(d) No part of the income or principal of the property held
under this Trust shall be subject to attachment, levy or seizure by
any creditor, spouse, assignee or trustee or receiver in bankruptcy
of any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over the net income and the principal to the
parties herein designated, as their interests may appear, without
regard to any attempted anticipation, pledging or assignment by any
beneficiary under a trust, and without regard to any claim thereto
or attempted levy, attachment, seizure or other process against said
beneficiary.
ITEM 4. The Executor and Trustee shall possess, among others, the
following powers:
(a) To vary or to retain investments, when deem desirable by
the Executor or Trustee, and to invest in such bonds, stocks, notes,
real estate mortgages or securities or in such other property, real
-3-
or personal, as the Executor or Trustee shall deem wise, without
being restricted to so-called "legal investments" and without being
limited by any statute or rule of law regarding investments by
fiduciaries.
(b) To sell, either at public or private sale and upon such
terms and conditions as the Executor or Trustee may deem
advantageous to the estate or trust, any or all real or personal
estate or interest therein owned by the estate or trust severally or
in conjunction with other persons, and to consummate said sale or
sales by sufficient deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title, free and clear of all
estate or trust and without obligation or liability of the purchaser
or purchasers to see to the application of the purchase money or to
make inquiry into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds, assignments,
options or other writings which may be necessary or desirable in
carrying out any of the powers conferred upon the Executor or
Trustee in this paragraph or elsewhere in this instrument.
(c) To mortgage real estate, and to make leases of real estate
extending beyond the terms of the estate or trust hereunder.
(d) To borrow money from any party, including the Executor or
Trustee, to pay indebtedness of the estate or trust therefor.
-4-
(e) To pay all costs, taxes, expenses and charges in
connection with the administration of the estate or trust, including
a reasonable compensation to agents.
(f) In the discretion of the Executor or Trustee, to unite
with other owners of similar property in carrying out any plans for
the reorganization of any corporation or company whose securities
form a part of the estate or trust.
(g) To vote any shares of stock which form a part of the
estate or trust.
(h) To assign to and hold in the estate or trust an undivided
portion of any asset.
(i) To do all other acts in their judgment deemed necessary or
desirable for the proper and advantageous management, investment and
distribution of the estate or trust.
ITEM 5. I nominate, constitute and appoint AGNES C. RHINEHART, as
Executrix of my estate. In the event that she in unable or unwilling to serve
in this capacity, I their nominate, constitute and appoint PNC BANK, N.A. to be
the Executor of my estate.
My Executors and Trustee are specifically relieved from the duty or
obligation of filing any bond or bonds.
-5-
IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will
and Testament this day of Ill A.D. , 1991.
(SEAL)
GERALD B. MEANS
WITNESS:
residing at �
n '
residing at �// 7— /�� � _c_�_�� •r�-.-<._;j�=<<.._..
-6-
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF DAUPHIN }
r._
We GERALD B. MEANS ``' and
the Testator and the witnesses respectively,
. whose names are signed to the attached or foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that the Testator
signed and executed the instrument as his Last Will and that he had signed
willingly (or willingly directed another to sign for him) and that he executed
it as his free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presenca and hearing of the Testator, signed the
Will as witness and that to the best of their knowledge, the Testator was at
that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
GERALD B. MEANS
1f-4
Witness
Witness
Subscribed, sworn to and acknowledged before me by GERALD B. MEANS,
the Testator, and subscribed and sworn to before me by
�>—?_�r' and ;"�, -:: r. �_ the
witnesses, this 1 ''E' _day of A�^�A Y 1997.
,*tary Public.j'.,
My Commission Expires:
NOTARIAL SEAL
CHERYL L. FERGUSON,Notary Public
City of Harrisburg, Dauphin County
My Commission Ex fres April 6.2000
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