HomeMy WebLinkAbout01-0136
uJ,,"u.....'uu
....u.J.J.
1\'L.UIo...J'L-I", WI VJjLL--J
I.L I -'U_ 'f" t_.....
PETITION FOR PRO.BATE and GRANT OF LETTERS
Estote of Cleopatra Myers
also known as
No.
To:
21-01-136
Register of Wills fOf the
, Deceased. Count)' of C"mhprl.<lnd in the
Social Security No. 161-32-2753 Commonwealth of Pennsylvania
The petition of Ihe undersigned respectfully rtpresenlS that:
Your pttitioner(s), who is/are 18 years of age Or older an the execut or
in th~ Ja5t. will of Ihe above decedent. dated April 9
and codicil.(s) dared Nnnp
named
~ J9~
(Slare relevrmt cirC1lm'lllnt:e" e.ll. rMuncialil>n, dCllth or C:l\ec:utor, etc.)
Decendent was domiejled at death in Cumberland County, Pennsylvania, with
h er [ l~l family or~rincipal res.idence al ,i .n L.~ t' '---&tr-
- 0 I ~ (H..J l,k} 11 Ih ~1 ' C [] V\? If=I. I t- r:#- 0 f-O ut2f \ L-L.J-.A-
(list street, numl)c:r ood mUllc.ipalhy) .
Oecendent, then 100 ~ years of age, d.ied January 25, 2001 , ~
at Seidle Memorial Hospital, Mechanicsburg, PA .
Except as follows, decedent did not marry, was not divorced and d.id not have a child burn or adopted
after execution of the will offered for probate; was not the victim of a killing and was l\~ver adjudicated
incompetent: _
Decendent at death owned prop~rty with estimated values as Collows:
(If domiciled in Plk.) AJI personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) ~er5;onal property In County
Value of real estale in Penn!;ylvania
situnted as follows: None
$968,400.00
S
s
S
0.00
WHEREFORE, petitioncr(s) respect full}' requl!~t(s) the probate. of the last will and codicil(s)
prcs~n[ed herewith and the grant of letters testamentary
(tc~lOmeI1l3">,; 3<1minimution c.La.; administration d.b. n.c.La.)
theroll.
!i ~!~~
:;j.g
";;i~
"ti"...
:;0
OJ
c:
OIl
in
Richard E. Myers
109 South 17th Street
CRmp Hill, PA t70tl
OATH OF PERSONAL REI~RESENTATIVE
COMMONWEALTH OF PENNSVLVANIA }' ss
COUNTY OF CUMBERLAND
The pelitioner(s) above-named swear(s) or affjrm(s) that the statements in the foregoing petition are
[rue and cotrect to tlte best of the knowledge and bdief of petitioner(s) and that as personal represeo-
tative(s) of the abo\l~ decedent pctitioner(s) will well an.d truly adJuinis r the estate according to law.
~
oV'
:s
I:l
E"
~
:s:
Ul(I':;.C'('I-; ry,~.V"/.C'.r,
This is to certifY that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vltal Records Office for permanent filmg,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
atAC/~o/~ .
Local Registrar ~
Fee for this certificate, $2.00
p
7175530
JAN 2 9 2001
Date
21-01-136
ROY. 2187
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
NAME OF DECEDENT iFIl'Sf. Middle, las,
..
AllEll'"
SEX
Z.
100
VIS.
UNDER , DJO/
-1M-
BIRTHPlACE (C,,",""
3~ QI FCfillCjll Country)
Hun tingdon, Pa
::"",0
COUNTY OF DEAl'H
109 South 17th Street
... Canp HIll, Pa 17011
MTHEJl'S NAME IF... _. La,,)
DECEDENT'S
ACTUAL
SIOENCE
(SeeflSln.ClIOnI
on other SlOe)
17.. Slat.
Pa
...
,70.0 ___in
lWllTAl SWUS._
--.-.
~-~
Widowed
AACE._I__.._.....
ISpeQIy)
White
SUA\II\/INO SPOuSE
I" WlIe. g.w INlden ~
'0,
'lIl.Cou
Did
-
liwIina
Cumberland .......1 I7d.~ ::"'-=:::01
MOTHER'S NAME (Firl" M.dcIe, MiJKMrl Surname)
......
CaIll> Hill
....,_.
__Sl...O
Pa
~ff~Pa S~:70It
No~
PAIlT U: OdloI........_c:onaiIluIInglO_.....
noli ~ in... undIIrlvinQ '*- given in PART I.
l:
WERE AUlOPSY FINDINGS
-......E PAIOlllO
COMPI.ETlON OF CAUSE
OF DEAl'H1
TIME OF INJURV
DESCAlllE HOW INJURV OCCURRED.
NOIU101
~
o
o
-
Pending -lQa-
o
o
o PlACE OF tNJURY. AI home, ta'm.I&I.... tactOl'y. otftce ...
bulking, etc. lSpec::llw)
_.
Yoo 0 ...0
..,..0
...0
-
-
Couki not be dellt1Tllned
"MEDICAL EXAMINER/CORONER
On the be.. of..aminatlon and/or inv.stlgation. In my opinion. death occUt'fed at the time. date, and place. and due to 1M cau"(I} and
manner.. .latad.......... ........ .. ..............................................................................
:1.1..
REGISTRAR'S SlQNATURE
~/p<(( I
__ HII.
__ IC'- only one)
-CERTIFYING PHYSICIAN (PhySIClaf' cefblylfl9 cause ~ death *"'*' another phVSIC.." has pronounced dealh ana completed Item 231
To.......o."'fknowtecfge......OCCunactdueto..caUM(.).ndfNInM,........................................ .....................
a.
-PRONOUNCINQ AND CMTIFYtNQ PHYSICIAN (Physoan both tlIonounclng death and cenlfyvtg IOCause Of c:lealhl
To the beelotmyknowtedQfl. .."'occurred.t........ clate. and plac.. .nd due to IhecaUH(a) .ndm.nn.'...t.led..........................
33 ~ //2
I
N 21-01-136
o.
Estate of
CLEOPATRA MYERS
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 6 ~ 200~ in consideration of the petilion on
the reverse side hereof, satisfaclory proof havin, been pr.cscnted before me,
IT IS DECREED Ihat the instrurnent(s) dated APRIL 9th. 1996
desc(ibed therein be admitted to probale and filed of record IJ the last will of
CLEOPATRA MYERS
TESTAMENTARY
RICHARD E MYERS
llnd Letter!
are hereby granted to
Probale, Leners. Etc. "".. . . . . .
Shon Cerlific8les( )...."."...
}~~~H~i~tion ..............".
JCP
S
$
$
S
TOTAL _ S
2-5-01
.............................. - - -..
515.00
24.00
9.00
5.00
553.00
q//-'l(J~L//~'Jo/n / Atf/.o~/~U/
}tJ~ ~JC:- f
GREGORY 1M., KERWIN .-ll2 22
All"ORNEY (Sup. Ct. 1.0. No.)
4245 ROU~E 209, E~IZABETllVI~~E~ rA 17023
A.DDRESS
FEES
filed
'(717) 362-3215 .
PHONE
, :;;-!
r-
<.
21-01-136
LAST WILL AND TESTAMENT
OF
CLEOPATRA MYERS
I, CLEOPATRA MYERS, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do make and publish
this, my Last Will and Testament, hereby revoking and making void all former Wills by
me at any time heretofore made.
FIRST:
I direct my hereinafter named Executor to pay all my legally
enforceable debts, funeral expenses, administration expenses, and inheritance, estate,
succession or excise taxes, which I owe or may become due on account of my death, as
soon as may be convenient after my decease.
SECOND: I make the following specific bequests:
A. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, VICKI LYNN MYERS,
B. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, JEFFREY SCOTT MYERS,
C. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, DOUGLAS EDWIN MORRISON,
D. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, STEVEN DON MORRISON,
E. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, PAMELA ANN MORRISON,
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
HOLLY MCCLURE KERWIN
ATTORNEYS AT LAW
Page 1 of 4 Pages
c! w ~~I,M<
CLEOPATRA MYERS
"
F. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, GARY MYRLE HITE,
G. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, KIM LOUISE HINSON,
H. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, LINDA KAY KLEEMAN, and
I. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, TRACY EARLEEN NOLL.
In the event any of my aforesaid grandchildren should predecease me, I
direct that their share of my estate shall pass to their issue per stirpes. In the event any
such decease grandchild should have no issue then living, I direct that such share shall
be added to the shares established herein for my other grandchildren.
THIRD:
I give, devise and bequeath all the rest, residue and remainder of
my property, be it real, personal and mixed, whatsoever and wheresoever the same may
be situate at the time of my death in equal shares, as follows;
A. One-third (1I3rd) of the residue of my estate to my daughter,
ALTA M. RYAN,
B. One-third (1I3rd) of the residue of my estate to my daughter,
CLEOPATRA BECHTEL, and
C. One-third (1I3rd) of the residue of my estate to my son,
RICHARD E. MYERS.
In the event any of my aforementioned children should predecease me I
direct that said deceased child's share should pass to their issue per stirpes.
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
HOLLY MCCL.URE KERWIN
ATTORNEYS AT LAW
Page 2 of 4 Pages
~~ ~!V&'
CLEOPATRA MYERS
. .
FOURTH: I nominate, constitute and appoint my son, RICHARD E.
MYERS, as Executor of this, my Last Will and Testament, authorizing and empowering
him to sell and convey any and all real estate of which I may die seized and possessed.
I further direct that my Executor or personal representative shall not be required
to post bond to act in said capacity.
IN WITNESS WHEREOF, I, CLEOPATRA MYERS, have hereunto set my
hand and seal, to this my Last Will and Testament, this 9th, day of
^p:r;H
1996.
SIGNED, SEALED, PUBLISHED
and DECLARED by the above-
named Testatrix, CLEOPATRA
MYERS, as and for her
Last Will and Testament, in
the presence of us, who at
her request and in the
presence of each other, have
hereunto set our names as
tn ses:
Cf,~rf! r ~~
..CLEOPATRA MYERS
(SEAL)
Res' at:
+~,
~~.fl.(# ~#./.('/1'",..._
Residing at:
~~,,~
Page 3 of 4 P
GREGORY M. KERWIN
TERRENCE .J. KERWIN
.JOSEPH D. KERWIN
Hou.y MCCLURE KERWIN
ATTORNEYS AT LAW
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
HOLLY MCCLURE KERWIN
ATTORNEYS AT LAW
"
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
I, CLEOPATRA MYERS, the Testatrix whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; and that I signed
it willingly and as my free and voluntary act for the purposes therein expressed.
SWORN TO or affirmed or acknowledged before me by CLEOPATRA
MYERS, the Testatrix, this 9th day of April , 1996.
'--6 {Lff 1 ~
( ~
CLEOPATRA MYERS
Notarial Seal
Beatrice Marie Kerwin, Notary Public
Washington Twp", Dauphin County
My Commission Expires July 25, 1998
Member. Pennsylvania Association of Notaries
.~\1\fu...~
Notary Public
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
WE, Gregory M. Kerwin and Terrence J. Kerwi.rthe witnesses whose names
are signed to the attached or foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw the Testatrix sign and execute the
instrument as her Last Will; that the Testatrix signed willingly and executed it as her free
and voluntary act for the purposes therein expressed; that each subscribing witness in the
hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
SWORN TO or affirmed or acknowledged before me by CLEOPATRA
MYERS, the Testatrix, this 9th day of April , 1996.
Page 4 of 4 Pages
~~n~,
Notary ~blic
c:\bmk\will\myers.cle
Beat . M ~otarial Seal
nce ane Kerw" N
Washington Twp D~u ~~a6 Public
My Commission E~p;res 5u;~ 2gu~8
Member, Pennsylvania AssOCl"alio f N "
n 0 otanes
f
---
CERTIFICATION OF NOTICE IJNTlER RUI,E 5.6(a)
Name of Decedent: Cleopatra Myers
Date of Death: January 25, 2001
No. 2001-00136
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on March 20, 2001.
Mr. Richard E. Myers
109 South 17th Street
Camp Hill, PA 17011
Mrs. Alta M. Ryan
3219 Roswell Road
The Villages, FL 32159
Ms. Vicki L. Myers
109 South 17th Street
Camp Hill, PA 17011
Mr. Jeffrey S. Myers
91 Beacon Drive
Harrisburg, PA 17112
Mr. Steven D. Morrison
Flint Forrest Road
Box 7406, RD #1
Coopersburg, PA 18036
Ms. Pamela A. Morrison
2802 Sundown Lane
#112
Boulder CO. 80303
Ms. Kim L Hinson
317 East Portland Street
Mechanicsburg, PA 17055
Ms. Linda K. Metz
317 East Portland Street
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled the eto
Date: 03/20/00
Signature:
Name:
Address:
Telephone:
Capacity:
Mrs. Pat Bechtel
360 Kralltown Road
Wellsville, PA 17365
Mr. Douglas E. Morrison
6781 Breakwater Way
Sacramento, CA 95831
Mr. Gary M. Hite
201 Meadow Lane
Apt. #36
Harrisburg, PA 17104-3512
Ms. Tracy E. Noll
4701 North Clearview Drive
Camp Hill, PA 17011
17023
Personal Representative
X Counsel for Personal
--
Representative
D:\DOCUME - 1 \BMK\EST ATES\MYERS-C.56A
r
iii
i ~
x
w
'"
co
::>
w
II:
M
(J')
('\J
co
r-
..q-
<(
<(
d
z
x
< ~
I-
W a..
I- -
<< W
-I- 0
zCJ)
<w W
>0 a:
...Jz
>< ..J
CJ)
zW <C
zO -
wZ 0
11.< -
l- LL.
~ LL.
w 0
::I:
Z
~
Z
<l:
::J III
>- w
(fJ ><
ZW<l:
z:Jl-
WZ..J
a.W<l:
u..>;:)
oWe
0:_
Iu..~ <l:
':3oe a.
<l: I- ~ -
~t5~~~
z::2;;:) 0 III
o~c(~~
~<l:W~O:
..:a.a:a.o:
OW;:)W<l:
UOalOI
(;
(J:)
o
cO
C\l
;:::.
--:~ --1" - r-Q _ - '~_T" ,~,.. ..~
I
I
W
<r
w
:>:
9
~
0 C'
.-' 0 m
'-'
. c...
I- 0 C-
O ()
z (;. .~
::J .,
0
:2 (0 OJ
<( ('ry lTt
t/I If;
I-
m..Ja:
o
z:2a:W
O(/)I-CC
<((/)z:2
WO::J
~OZ
<(
:5
o
II:
II..
C
W
>
iii
o
w
a: L
.....
o
<-<
('T)
tlJ
0
t,
UJ ....
>-
l-
I- <r
<r Il.
Z
.... I)- W
~ 0 ...J
0:: nJ ..J
W .....
~ W> "
r- I
03 :)1-
C1W
Z 0::,0)
.... <I
3 If) r"J
0: ~ ....
W OJ ..J
::x: <t W
w
<r
w
:>:
c
-'
~
o
<(
CL
I-
Z
::J
o
:2
<(
..J
<(
I-
o
I-
ex:
.w
,U t-
o Ul
>- >- ...,
cc cr f!)
0<1: LiJ
w:r: n:
>
iIi
o
W
a:
~
fl)
L0
f'
nJ
I
OJ
('l)
i i='
.... III
..0 0:
.... ~
z e
(J"J ~
to
<t
0::
- I- .!J
-D ~<r
z ('ry 1-0.. :J
0 - ~o .... .... 0 ......
i= 0 dW 0 0 z g ~
<( i ..J 0 0 <I
~ .... !zU ru ru ..J ~~
a: 0 1-' , CI:
0 0 ~m z~ ~o- W IlO :;
w'-'
U. o:ru w(t ::2; OJ <l:.... OJ I- (l..l J.
Z wi ~w >-" 0, z::: L5'
w Ill.... 0>- c:~ ~~ ::) 0....
I- ~ru ~I: u.. <l: ~u u..
<( 0 ::2; 0
I- z W W I- Z W
W ::2; I- (fJ :J I-
CJ) ..J <l: <l: 0 0 <l:
WU: Z 0 a. U 0
z
.....
~
cr:
W
'x:
~
(/)
~
a:
<(
:2
W
a:
.,
I
,
i
]
1
1
1
I
I
~1
::::!l
~1
~I
0:1
~1
en1
illi
0:1
I
I
I
1
1
1
I
I
I
I
I
I
I
I
I
1
1
I
1
1
Register of Wills of Dauphin County I Pennsylvania
I"
(/
INVENTORY
Estate of CLEOPATRA MYERS
No. 9./~ () 1- f :?,l
also known as
Date of Death January 25 2001
, Deceased
Social Security No. 161-32-2753
RICHARD E. MYERS
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
I.D.No.: 21222
qldl {dOOl
Name of
Attorney: GREGORY M. KERWIN
Address: 4245 ROUTE 209
ELlZABETHVILLE, PA 17023
Telephone: 717-362-3215
Dated
Description
Value
1. Legg Mason Wood Walker, Inc. - see list attached hereto
2. 4460 Shares of the Common Stock of Waypoint Financial Corporation
3. Franklin Universal - PFPC Global
4. Morgan Stanley Dean Witter (U.S. Govt Sec.)
5. T. Rowe Price - Growth Stock Fund
6. Alliance Mortgage Company
7. Legg Mason Wood Walker, Inc., - Cash
8. Certificate of Deposit #7100002302 at Waypoint Bank, Harrisburg, PA
1.
2.
3.
4.
5.
6.
7.
8.
900,033.73
4,500.00
2,000.00
4,400.00
10,063.86
1,551.54
5.63
26,677.35
Total:
949,232.11
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include
the value of each item, but such figures should not be extended into the total of the Inventory.
Form RW-7 (Dauphin County - Rev. 9/92)
D:\DOCUME-l IBMKIPROBA TEIMYERS-C. [NY
I
/6-~07- 51
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
RecoroedOffiCG of
Register of wifls
GREGORY M KERWIN
KERWIN 8 KERWIN
4245 RTE 209
ELIZABETHVILLE
'01 NOV 26 All 51
ESQ
Clerk-Orr-:"(1'~ Court
~"rfn!~~mdCo.. PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-20-2001
MYERS
01-25-2001
21 01-0136
CUMBERLAND
101
*'
REV-1S47 EX AFP 112-DDl
CLEOPATRA
Allount RelliUed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is4j-EX-AFP-n2'=ofiY-No'ficE--OF-YNHEifiTANCE-'fAirAPPRAisEMENT-,--ALLOWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS CLEOPATRA FILE NO. 21 01-0136 ACN 101 DATE 11-20-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
lS. Allount of Line 14 taxable at Collateral/Class B rate (lS)
19. Principal Tax Due
RE I S:
AY"EN
DATE
04-19-2001
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
922.549.13
.00
.00
26,682.98
22.233.92
.00
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
78,810.66
25.162.54
Ul)
(2)
(3)
(4)
NOTE:
.00 X
867,492.83 X
.00 X
.00 X
T
DIS OU T (+)
INTEREST/PEN PAID (-)
1,951.86
A"OUNT PAID
38,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
971,466.03
103.973 20
867,492.83
.00
867,492.83
00 =
045 =
12 =
15 =
.00
39,037.18
.00
.00
39,037.18
(9)=
39,951. 86
914.68CR
.00
914.68CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
/bVdtJ7- 9
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~
REY..1U7 EX AFP 1l2-DDl
Re~(" ~-, C~","
. .\J i' ",.."-, <_.;
Reqist;;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-17-2001
MYERS
01-25-2001
21 01-0136
CUMBERLAND
101
CLEOPATRA
.02 JI\N 18 P 3 :1 5
GREGORV M KERWIN ESQ
KERWIN S KERWIN ~ .
4245 RTE 209 CIerI',
ELIZABETHVILLE C~lfIq'7jO'2'3j
Allount RelliUed
..;rt
.,~,.." '"
ir"M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i6Cfj-ix-AFP--n2'=OoY------...--iNHERiTANCE-fAX-STAfEMENf-oF'-Accouiff--.i.---------------------
ESTATE OF MYERS
CLEOPATRA
FILE NO.21 01-0136
ACN 101
DATE 12-17-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-20-2001
P R I NC I PAL TAX DU E : .......................-...........................................................................................................................-...............-....................................................
39,037.18
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-19-2001 AA478291 1,951.86 38,000.00
11-30-2001 REFUND .00 914.68-
TOTAL TAX CREDIT 39,037.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~ /6 -02CJ 7- 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*'
REV-tta3 EX AFP (01-03)
GREGORY M KERWIN
KERWIN & KERWIN
4245 RTE 209
ELIZABETHVILLE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-24-2003
MYERS
01-25-2001
21 01-0136
CUMBERLAND
201
CLEOPATRA
Amount Remitted
PA 17D23
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
----------------------------------------------------------------------------------------------------------------
REV-483 EX AFP {Ol-03J .. NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF MYERS
CLEOPATRA
FILE NO.21 01-0136
ACN 201
DATE 03-24-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
26,489.60
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
37,085.32
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
37,085.32
.00
5. Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
*IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
GREGORY M KERWIN ESQ
KERWIN & KERWIN
4245 RTE 209
ELIZABETHVILLE PA 17023.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REY-7U EX AFP CUi-OZl
03-31-2003
MYERS
01-25-2001
21 01-0136
CUMBERLAND
202
CLEOPATRA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
Rifv:7iEr-EX--AFP--[oi~-02)-----iii-NCiiicif-OF--DETifRMiiiATiCiN-AiiD-AS;SESS;MENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF MYERS
CLEOPATRA
FILE NO.2l 01-0136
ACN 202
DATE 03-31-2003
ESTATE TAX DETERMINATION
26.489.60
1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
37.085.32
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
37.085.32
.00
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
.00
7. Additional Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
KERWIN & KERWIN
ATTORNEYS AT LAW
4245 ROUTE 209
ELlZABETHVILLE, PENNSYLVANIA 17023
GOVERNORS' ROW
27 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17101
237 UNION STREET
MILLERSBURG, PA 17061
(71 7) 362-3215
(71 7) 362-3215
(71 7) 896-9089
FAX (717) 362-4459
E-mail kkI@epix.net
(71 7) 238-4765
FAX (71 7) 238-8455
549 MAIN STREET
LYKENS, PA 17048
(71 7) 453-7422
Please Reply To:
III ELlZABETHVILLE OFFICE
o HARRISBURG OFFICE
Apri119,2001
PATRICKE. KERWIN (1913-1987)
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
HOLLY McCLURE KERWIN
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Cleopatra Myers
Date of Death: 01/25/2001
No.: 2001-00136
Dear Sir or Madam:
Please find enclosed herewith a check payable to Register of Wills, Agent, in the amount
of $38,000.00 representing a part payment of the Pennsylvania Inheritance Tax with respect to the
above-captioned estate.
Would you kindly return a receipt to me in the enclosed, stamped, self-addressed envelope?
As always, thank you for your help.
Very truly yours,
(l^~ ..
GiE&~~ M. KERWIN
GMK:bmk
Enclosures
!
'(1
r
~ ~~ 10
; \ ,
1'(1 \
-~.' -" l7--'"
" :.' '-,-, . .
, .
; ,
\ '- 0.
: ; . ::J I
:, ~ cv.
\ '~"\" ,,- /
,~/
Z
- '"
~ N
0
~
-<
~ Z
~ ;;:
~~ ~
Ul
Z
Z
..u
t2 0..
Zen .u
gj::J
->- N -
~~ ..u>
f-i=:
::J..u
O<:Q
~~ <X:-<
"'N
~t2 ,.. -
~trl
~
iZ}
;:J
o
:I::
E-<
~
;:J
o
U~r---
>- ",- 00
E-<-('f)
Z<('f)
iZ} ~~
....:l;:JO_
....:lU 0 r.n 12
..... ~~-
~OCl'l...,.
~Z;:J"""'"
O<O~
~....:l:I::~
~~E-<....:l
E-<~~~
iZ}~;:J....:l
""'::SO~
Cl;:JU<
~U-U
('./
1)'1
ft)
;"1
,.
."..
I~J')
:r:'
"',
1...
I....
.
oro'
i=_:
0:~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: CLEOPATRA MYERS
Date of Death: 01/2512001
Estate No.: 2001 - 00136
Pursuant to Rule 6.12 of the Supreme Court Orphans I Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes_X___ No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a.
Did the personal representative file a final account with the Court?
No _X_
Yes
b. The separate Orphans' Court No. ( if any) for the personal representatives'
account is :
c. Did the personal representative state an account informally to the parties in
interest? Yes _X_ No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orpha Court and may be attached to this report.
/
Date: December 27, 2002
~~
GREGORY M. KERWIN, ESQUIRE
4245 ROUTE 209
ELIZABETHVILLE, P A 17023-9765
(717) 362-3215
Capacity: Personal Representative
X Counsel for personal
representative
RW-27
E:IBMKIEST A TESlmyers.c1eopatra. form612. wpd
#
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
.
Date: 12/06/2002
RICHARD E MYERS
109 SOUTH 17TH STREET
CAMP HILL, PA 17011
RE: Estate of MYERS CLEOPATRA
File Number: 2001-00136
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/25/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: vi File
Counsel
Judge
/G
~-d. 07 - 9
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500EX +(6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
M ers Cleo atra
DATE OF DEATH (MM-OD-YEAR)
c
OFFICIAL USE ONLY
FILE NUMBER
,.. ~'/ () I
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
161-32-2753
THIS RETURN MUST BE FILED IN DUPLICATE~TH THE
/0ft,
NUMBER
REGISTER OF WILLS
SOCIAL SlY NUMBER
x
o
3 date of death
. Remainder Return prior to 12~13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
Ml OLE INITIAL
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
D 9. LItigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12.82)
7. Decedent Maintained a Living Trust
(Attach copy of Trust)
o 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
o
11. Electlon to tax under Sec. 9113(A}
(Attach Sch 0)
P NAME COMPLETE MAiliNG ADDRESS
C
0 0 Gre or M. Kerwin, Es uire
N
R D FI RM NAME (If Applicable) 4245 Route 209
R
E E Kerwin & Kerwin Elizabethville, PA 17023
S N
T TELEPHONE NUMBER
C
o
M
P
T U
A T
X A
T
I
o
N
36 -
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule!) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub.ect to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
None
922,549.13
None
OFFICIAL USE ONLY
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
None
26,682.98
22,233.92
None
78,810.66
25,162.54
(8) 971,466.03
(11) 103.973.20
(12) 867,492.83
(13)
(14) 867,492.83
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate 867,492.83
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. X
x
X
X
X
.0 0
.045
.12
.15
(15)
(16)
(17)
(18)
(19)
0.00
39,037.18
0.00
0.00
39,037.18
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
109 South 17th Street
CllY I STATE I ZIP
Camo Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
39,037.18
0.00
38,000.00
1,951. 86
Total Credits ( A + 8 + C) (2)
39,951. 86
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenaity ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line ZO 10 request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the tolal of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
:iiii!!!!!!!!!!!!!i!i!i!immJil::I:::::: iiiiiiiii!iiiiij!i1ii!i!iii::iiii:;;;, :':""';':!ii!:"mmm 'mmm"!iii:iiiiiiiiiiii !i!i!ii!i!!i!i!!i!i!ii!ij mil!!!!!!!!!!!!!!!!!!!!!!!, ;ii!i::':ii:!!i;;!::!:!:
:~:~:;~;;:;;;;:;i;:!;I;;!;I;;!;1;;!;I;l;:I;;;:i;;iijilJ!ji1!!lim:m: idJ!:]; i!i!!!!!! I!!!!!!!!!! !!!i!!!!!!!!!!iiji!ll!!II!i!!
. PLEASE ANSWER THE 'FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1.
0.00
914.68
0.00
0.00
0.00
!!wwm
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 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? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which 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.
Yes No
~~
o
o
~
~
o
rn
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 true,
correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which pre parer has any knowledge.
SIGNATUREOF PERSON RESPONSIBLE FOR FILING RETURN
RESENTATIVE
Richard E. Myers
109 South 17th Street
- - -caffi- - -IiiYi; - PA - - Yi6i1- - - - - - - - - - - - - - - - - - - - - - - - --
Kerwin & Kerwin
4245 Route 209
- - Eii.~-';:b;'t-hviYie - - - - - - - I iiYii - - - - - - - - - - - - - - - - - --
DATE
"1/:<1/01
DA1E I
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (j)J.
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%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transferto 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 twenty-one 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% (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'%., except as noted in 72 P.S. 9116( 1.2)
[72 P.S. 9116(aX1l).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)J. 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.
Copyright (cl 2000 form software only The LaclcnerGroup, Inc. Form REV-1500 EX (Rev. 6-00)
.'
, REV-1503EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Cleopatra Myers
SSfF 161.32.2753
01/25/2001
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
DESCRIPTION UNIT VALUE
500 Shares Taxaco Capital, 6.875% Cum GTD Mth1y Inc
Income PFD, Series A
2,412 Shares ACM Government Income Fund, Inc.
310 Shares AT&T Corp
995 Shares AT&T Cap Corp, 8.125%, SR Public Income Nt
due 12/15/28
768 Shares Allied Irish Banks PLC
265 Shares American Electric Power Co., Inc.
22 Shares Avaya Inc.
226 Shares Bank of America Corp
400 Shares Bristol Myers Squibb Co.
100 Shares Cigna Investment Securities
742 Shares Cinergy Corp
20 Shares Cons Edison Co of Ney York Inc $5 PFD
52 Shares Consolidated Edison, Inc.
849 Shares Constellation Energy Group, Inc.
69 Shares Corning Inc.
447 Shares DQE
484 Shares Dominion Res Inc VA New
1000 Shares Dreyfus Strategis Muni Inc.
1000 Shares Dreyfus Minicipa1 Income Inc.
252 Shares Emons Transportation Group Inc.
380 Shares Enron Capital Tr i-8.30% Tr Originated Pfd
829 Shares Exe10n Corp.
8074.203 Shares Federated Government Income Securities
Fd, C1 F
166 Shares Firstenergy Corp
10949.822 Shares Franklin US Govt Securities Ser.C1assA
600 Shares Franklin Universal Trust - SBI
1200 Shares General Electric Company
162 Shares Harsco Corp
105 Shares Household International Inc, Pfd 5%
1000 Shares JLG Industries Inc.
400 Shares Johnson & Johnson
2028.133 Shares Kemper Income & Capital Preservation Fd
Class A
19202 Shares Legg Mason Cas Reserve Trust
325.527 Shares Legg Mason Value Trust
268 Shares Lucent Technologies Inc.
1500 Shares Merrill Lynch Preferred Cap Tr 111-7%
Tf originated PFD
12 Shares NCR Corp New
90 Shares WIS New Valley Corp
6 Shares New Valley Corp-New
10 Units UTS-Penn Insured Muni 1nc Tr Ser III Semi
2
3
4
Total of Continuation Schedu1e(s)
VALUE AT DATE
OF DEATH
12,093.50
19,144.04
7,420.47
25,434.19
18,095.61
11,543.93
341. 00
11,639.00
25,750.00
1,662.50
23,326.25
1,365.00
1,842.72
34,543.26
3,881.25
14,275.83
30,794.50
8,875.00
1,812.00
425.12
9,595.00
51,182.46
70,326.30
4,648.00
74,349.29
4,875.00
55,124.40
4,181.54
3,412.50
11 ,812 . 00
36,700.00
16,650.97
19,202.00
19,352.58
4,824.00
37,312.50
544.50
8.37
18.18
2,416.20
241,748.17
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc.
TOTAL (Also enter on line 2, Recapitulation)
Form REV-1503 EX (Rev. 1-97)
922,549.13
Estate of: Cleopatra Myers
Soc Sec #: 161-32-2753
Date of Death: 01/25/2001
Item
#
Continuation of Schedule B
(Stocks and Bonds)
Description
Unit
Value
Value at Date
of Death
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
400 Shares Pepsico Inc.
100 Shares Pittsburgh & West Virginia Railroad - SBI
342 Shares Public Service Enterprise Group Inc.
912 Shares SBC Communications Inc.
282 Shares St Paul Companies Inc.
500 Shares Teco Energy Inc.
255 Shares TXU Corp
40 Shares Tricon Global Restaurants Inc.
450 Shares Tyco International Ltd.
998 Shares UGI Corp Holding Co
984 Shares Verizon Communications
54 Shares WPS Resources Corp
460 Shares Common Stock of Waypoint Financial Corp
Franklin Universal - PFPC Global Fund
Morgan Stanley Dean witer (U.S. Govt Sec.)
T. Rowe Price - Growth Stock Fund
Alliance Mortgage Company
17,500.00
618.70
14,470.70
43,206.00
13 ,923.75
14,531. 00
9,849.37
1,342.48
27,984.15
23,514.87
50,368.00
1,923.75
4,500.00
2,000.00
4,400.00
10,063.86
1,551. 54
241,748.17
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERJTANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Cleopatra Myers SS# 161-32-2753 01/25/2001
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
1 Legg Mason Wood Walker, Inc. - cash 5.63
2
Certificate of Deposit #7100002302 at Waypoint Bank
Harrisburg, PA 17105-1711
26,677.35
TOTAL (Also enter on line 5, Recap,ulation) S 26,682.98
(If more space is needed, insert additional sheets of the same size)
Copyrlght(c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
AEV-1509EX t{1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cleopatra Myers
SCHEDULE F
JOINTL V-OWNED PROPERTY
FILE NUMBER
SS11 161-32-2753
01/25/2001
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT'S) NAME
Richard E. Myers
ADDRESS
109 South 17th Street
Camp Hill, PA 17011
RELATIONSHIP TO DECEDENT
Son
B.
c.
JOINTLY -OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECD'S VALUE OF
account number or similar Identifying number.
NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 02/13/81 Checking Account #222007476 6,221.14 50.00% 3,110.57
at Waypoint Bank, P.0.1711
Harrisburg, PA 17105-1711
2 A 10/19/96 Certificate of Deposit 34,727.71 50.00% 17,363.86
111055298505 at Waypoint
Bank
3 A 12/16/96 Certificate of Deposit 3,518.97 50.00% 1,759.49
~1055300306 at Waypoint
Bank
TOTAL (Also enter on line 6, Recapitulation) S 22,233.92
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1S09 EX (Rev. 1~97)
REV-1511 EX + (1~97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cleopatra Myers
SSf! 161-32-2753
01/25/2001
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Myers-Harner Funeral Home, funeral 5,433.00
2 Rolling Green cemetery, opening and closing grave 760.00
3 Luncheon after funeral service 355.67
4 Clothes for decedent for funeral 62.75
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions 35,477.00
Name of Personal Representative(s) Richard E. Myers
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 109 South 17th Street
City Camp Hill State PA Zip 17011
-
Year(s) Commission Paid:
2. Attorney's Fees Kerwin & Kerwin 35,477.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 553.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
Patriot News, Estate advertisement 99.24
Cumberland Law Journal, Estate advertisement 75.00
Register of Wills, Short Certificates 18.00
Reserved for closing costs 500.00
TOTAL (Also enter on line 9, Recapitulation) $ 78,810.66
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
. REV-1512EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETJilX. RETURN
RESIDENT DECEDENT
ESTATE OF
Cleopatra Myers
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
FILE NUMBER
SStf 161-32-2753
01/25/2001
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Pinnacle Health Hospital, account payable for services rendered
AMOUNT
20,981. 37
2
Social Security administration, repayment of January check
882.00
3
Gloria Myers, services rendered
100.00
4
Printing of Estate checks
3.00
5
Pinnacle Health Home Infus., account payable for services
943.17
6
Assistant Nurse Care
150.00
7
Preparation of Income Tax
77 .00
8
United States Treasury, 2000 income tax
1,628.00
9
Pennsylvania Department of Revenue, 2000 income tax
398.00
TOTAL (Also enter on line 10, Recapitulation) $ 25,162.54
(If more space is needed, insert additional sheets of the same size)
Copyright (el 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
. REV-1513EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
SSII 161-32-2753
01/25/2001
Cleopatra Myers
NUMBER
I.
1
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
2
NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions):
Vicki L. Myers
109 South 17th Street
Camp Hill, PA 17011
Jeffrey Scott Myers
91 Beacon Drive
Harrisburg, PA 17112
Douglas Edwin Morrison
6781 Breakwater Way
Sacramento, CA 95831
Steven Don Morrison
Flint Forest Road, Box 7406, RD #1
Coopersburg, PA 18036
Pamela A. Morrison
2802 Sundown Lane, #112
Boulder, CO 80303
Gary Myr1e Hite
201 Meadow Lane, Apt. #36
Harrisburg, PA 17104-3512
Grandson
FILE NUMBER
AMOUNT OR SHARE
OF ESTATE
Five Thousand
Dollars
Five Thousand
Dollars
Five Thousand
Dollars
Five Thousand
Dollars
Five Thousand
Dollars
Five Thousand
Dollars
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
Granddaughter
Grandson
3
Grandson
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright {c} 1996 form software only CPSystems, Inc.
4
Grandson
5
Granddaughter
6
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
0.00
Form REV-1513 EX (Rev. 1-97)
Estate of: Cleopatra Myers
Soc Sec #: 161-32-2753
Date of Death: 01/25/2001
Item
#
Continuation of Schedule J, Part I
(Taxable Bequests)
Name and Address of Beneficiary
Relationship Amount or
Share of Estate
7
Granddaughter
Five Thousand
Dollars
Kim Louise Hinson
317 East Portland
Mechanicsburg, PA
Street
17055
8
Linda Kay (Kleeman) Metz
317 East Portland Street
Mechanicsburg, PA 17055
Granddaughter Five Thousand
Dollars
9
Granddaughter Five Thousand
Tracy Erleen Noll
4701 North Clearview Drive
Camp Hill, PA 17011
10
Daughter
Alta M. Ryan
3219 Roswell Road
The Villages, FL 32159
One-third of
the residue of
the estate
11
Cleopatra Bechtel
360 Kralltown Road
Wellsville, PA 17365
Daughter
One-third of
the residue of
the estate
12
Richard E. Myers
109 South 17th Street
Camp Hill, PA 17011
Son
One-third of
the residue of
the estate
'!-._--"-
OllEOOIIY M. KEFlWIJol
TEIIIll:NCI: J. KEIlWlJol
JO.'~H O. KlllWIJol
Hou..y MCCLUIIE II:IFIWIN
ATI'OIlNIY."TLltw
21-01-136
LAST WILL AND TESTAMENT
OF
CT.1?OfA.TRA MYERS
I, CLEOPATRA MYERS, of the Borough of Camp Hill, Cumberlahd County,
Pennsylvania, being of sound mind, memory and understanding, do make and publish
this, my Last Will and Testament, hereby revoking and making void all former Wills by
me at any time heretofore made.
llRSI:
I direct my hereinafter named Executor to pay all my legally
enforceable debts, funeral expenses, administration expenses, and inheritance, estate,
succession or excise taxes, which I owe or may become due on account of my death, as
soon as may be convenient after my decease.
SECOND: I make the following specific bequests:
A. I give and bequeath the sum of FIVE THOUSAND ($5,000,00)
DOLLARS to my granddaughter, VICKI LYNN MYERS, ~
B. I give and bequeath the sum of FIVE THOUSAND ($5,000,00)
DOLLARS to my grandson, JEFFREY SCOTT MYERS, ./
C. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, DOUGLAS EDWIN MORRISON, v'
D. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, STEVEN DON MORRISON,'/
E. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, PAMELA ANN MORRISON I
Page I of 4 Pages
i (J,-yJ ~~eM
CLEOPATRA MYERS
'~--
I' .
01111:0011'1' M. ICERWIN
TIEIIII.lNCf: J. KERWIN
JQ&II;,.H O. KrllWIH
HOu.y MCCI,.UIU; Kt:llWIN
ATTOIINEYlIAT LAW
F. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my grandson, GARY MYRLE HITE, ./
G. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, KIM LOUISE HINSON,./
H. I give and b<:queath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, LINDA KAY KLEEMAN, and8
I. I give and bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to my granddaughter, TRACY EARLEEN NOLL."
In the event any of my aforesaid grandchildren should predecease me, I
direct th81 their share of my estate shall pass to their issue per stirpes. In the event any
such decease grandchild should have no issue then living, I direct that such share shall
be added to the shares established herein for my other grandchildren.
IllIlU!:
I give, de....ise and bequeath all the rest, residue and remainder of
my property, be it real, personal and mixed, whatsoever and wheresoever the same may
be situate at the time of my death in equal shares, as follows;
A. One-third (1/3rd) of the residue of my estate to my daughter,
ALTA M. RYAN, I
B. One-third (1I3rd) of the residue of my estate to my daughter,
CLEOPATRA BECHTEL, and (
C. One-third (11300) of the residue of my estate to my son,
RICHARD E. MYERS.'
In the event any of my aforementioned children should predecease me I
direct that said deceased child's share should pass to their issue per stirpes.
Page 2 of 4 Pages
~ ~ ~lvY
CLEOPATRA MYERS
GllltOOllY M. I(tllWIN
TItRIIQ(Ct 4. KtI'lW\N
JOaUH P. KtllWrN
HOU.Y MC:Cl..URt KIRWIN
...nOllNcY....T LAW
FOURTH:
nominate, constitute and appoint my son, RICHARD E.
MYERS, as Executor of this, my Last Will and Testament, authorizing and empowering
him to sell and convey any and all real estate of which I may die seized and possessed.
I further direct that my Executor or personal representative shall not be required
to post bond to act in said capacity.
IN WITNESS WHEREOF, I, CLEOPATRA MYERS, have hereunto set my
hand and seal, to this my Last Will and Testament, this ~ day of
Apr~l.
1996.
SIGNED, -SEALED, PUBUSHED
and DECLARED by the above-
named Testatrix, CLEOPATRA
MYERS, as and for her
Last Will and Testament, in
the presence of us, who at
her request and in the
presence of each other, have
. hereunto set our names as
~'f1<. t--.
Res' at:
~Lj1,
~.HA'&I?.fl~; 'JI.?,/./....,.-
Residing at:
tflrfl rM#'
'CLEOPATRA MYERS
(SEAL)
">>l"/A/C<'~A. M
Page 3 of4 P
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
'*
No.AA 478291 REV-II62EXI"961
RECEIVED FROM:
,-
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
KERWIN & KERWIN ATTYS
101
$38,000.00
4245 ROUTE 209
ELIZABETHVILLE, PA 17023
OlO HERE FOLD HERE ---
ESTATE INFORMATION:l
FILE NUMBER
21-2001-0136 SSN 161-32-2753
NAME OF DECEDENT (LAST) (FIRST) (MI)
MYERS CLEOPATRA
DATE OF PAYMENT
4/20/2001
POSTMARK DATE
4/19/2001
COUNTY
CUMBERLAND
DAlE OF DEATH
1/25/2001
RI ~ r'1Y~,HS
TOTAL AMOUNT PAID
$38,000.00
C/O KERWIN & KERWIN
CHECK II 106
SEAL
RECEIVED BY
MARY C. LE
REGISTER
REMARKS
TAXPAYER
G.. David Bias
Legg Mason Wood Walker, Inc.
21812001 3:34 PM
Cleopatra Mvers
Date Of Death Values - 01/25/01
HoldinQs: Approx. Value
1.) 500.000 Shs. Texaco Capital, 6.875% Cum GTD Mthly Inc $ 12,093.50
Income PFD, Series A
2) 2,412.000 Shs. ACM Government Income Fund, Inc. $ 19,144.04
3.) 310.000 Shs. AT&T Corp $ 7,42047
4) 995.000 Shs. AT&T Cap Corp, 8.125%, SR Public Income Nt $ 25,434.19
Due 12/15/28
5.) 768.000 Shs. Allied Irish Banks PLC $ 18,095.61
6) 265.000 Shs. American Electric Power Co. Inc. $ 11,543.93
7) 22.000 Shs. Avaya Inc. $ 341.00
8.) 226.000 Shs. Bank Of America Corp. $ 11,639.00
9) 400.000 Shs. Bristol Myers Squibb Co. $ 25,750.00
10.) 100.000 Shs. Cigna Investment Securities $ 1,662.50
11.) 742.000 Shs. Cinergy Corp. $ 23,326.25
12.) 20.000 Shs. Cons Edison Co Of New York Inc $5 PFD $ 1,365.00
13.) 52.000 Shs. Consolidated Edison Inc. $ 1,842.72
14.) 849.000 Shs. Constellation Energy Group Inc. $ 34,543.26
15.) 69.000 Shs. Corning Inc. $ 3,881.25
16.) 447.000 Shs. DOE $ 14,275.83
17.) 484.000 Shs. Dominion Res Inc VA New $ 30,79450
18.) 1,000.000 Shs. Dreyfus Strategic Muni Inc. $ 8,87500
19.) 1,000.000 Shs. Dreyfus Minicipallncome Inc $ 1,812.00
Page 1
.G. David Bias 2/8/2001 3:38 PM
Legg Mason Wood Walker, Inc.
20.) 252.000 Shs. Emons Transporation Group Inc $ 425.12
21.) 380.000 Shs. Enron Capiital Tr 1-8.30% Tr Originated Pfd Secs $ 9,595.00
22.) 829.000 Shs. Exelon Corp. $ 51,182.46
23.) 8,074.203 Shs. Federated Government Income Securities Fd, CI F $ 70,326.30
24.) 166.000 Shs. Firstenergy Corp $ 4,648.00
25.) 10,949.822 Shs. Franklin US Govt Securities Ser, Class A $ 74,349.29
26.) 600.000 Shs. Franklin Universal Trust - SBI $ 4,875.00
27.) 1,200.000 Shs. General Electric Co. $ 55,124.40
28.) 162.000 Shs. Harsco Corp $ 4,181.54
29.) 105.000 Shs. Household Internationallnc, Pfd 5% $ 3,412.50
30.) 1,000.000 Shs. JLG Industries Inc. $ 11,812.00
31.) 400.000 Shs. Johnson & Johnson $ 36,700.00
32.) 2,028.133 Shs. Kemper Income & Capital Preservation Fd, Class A $ 16,650.97
. f.;:rf.', ":i,i "00 WAS ~
33.) 19,202.000 Shs. Legg Mason Cash Reserve Trust rrHMAkHoJ' ON ;J./...'" 1"<> fAy $ 19,202.00
.BILlS ~
34.) 325.527 Shs. Legg Mason Value Trust $ 19,352.58
35.) 268.000 Shs. Lucent Technologies Inc. $ 4,824.00
36.) 1,500.000 Shs. Merrill Lynch Preferred Cap Tr 111-7% Tr Originated PFD $ 37,312.50
37.) 12.000 Shs. NCR Corp New $ 544.50
38.) 90.000 Shs. WTS New Valley Corp $ 8.37
39.) 6.000 Shs. New Valley Corp-New $ 18.18
40.) 10.000 Uts. UTS-Penn Insured Muni Inc Tr Ser 111 Semi $ 2,416.20
41.) 400.000 Shs. Pepsico Inc. $ 17,500.00
42.) 100.000 Shs. Pittsburgh & West Virginia Railroad-SBI $ 618.70
43.) 342.000 Shs. Public Service Enterprise Group Inc $ 14,470.70
44.) 912.000 Shs. SBC Communications Inc $ 43,206.00
, .
Page 2
G. David Bias 2/8/2001 3:38 PM
Legg Mason Wood Walker, Inc.
45.) 282.000 Shs. St Paul Companies Inc $ 13,923.75
46.) 500.000 Shs. Teco Energy Inc $ 14,531.00
47.) 255.000 Shs. TXU Corp $ 9,849.37
48.) 40.000 Shs. Tricon Global Restaurants Inc $ 1.342.48
49.) 450.000 Shs. Tyco International LId $ 27.984.15
50.) 998.000 Shs. UGI Corp Holding Co $ 23,514.87
51.) 984.000 Shs. Verizon Communications $ 50,368.00
52.) 54.000 Shs. WPS Resources Corp $ 1,923.75
53.) Cash $ 5.63
..
The foregoing information was prepared from sources believed to be reliable but is not
guaranteed as to accuracy. It should be carefully reviewed and compared with your
Legg Mason monthly statements. Any questions should be referred to your Investment
Executive or the Branch Manager.
. .
Page 3
T. Rowe Price Services, Inc.
April 16, 2001
P,O, Box 89000
Baltimore, Maryland 21289-0250
, 0090 Red Run Boulevard
Owings Mills, Maryland 21117
www.lroweprice.com
Gregory M Kerwin
Kerwin & Kerwin
4245 Route 209
Elizabethville PA 17023
Subject: Account Information
Growth Stock Fund account 201012768-3
Dear Mr. Kerwin:
Thank you for your request for balance information on the T. Rowe Price Fund account shown
above. This account is registered to the late Cleopatra Myers.
Our records show the folJowing:
Date:
Number of shares:
Price per share:
Total value:
January 25, 2001
369.995
$27.94
$10,337.66
If you require additional information or have any questions, please do not hesitate to call a
customer service representative at 1-800-225-5132.
Sincerely,
\~~
Terry MacKay
Senior Account Services Representative
Correspondence Number: 00456359
1:R~;;lli~e 11.
KERWIN & KERWIN
ATTORNEYS AT LAW
4245 ROUTE 209
ELlZABETHVILLE, PENNSYLVANIA 17023
GOVERNORS' ROW
27 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17101
(717)362-3215
(7l?) 896-9089
FAX (717) 362-4459
E-mail kkl@epix.net
(717) 238-4765
FAX (717) 238.8455
P!emf Reply To:
. ELlZABETHVILLE OFFICE
D HARRISBURG OFFICE
March 22,2001
Alliance Mortgage Company
Investor Reporting Department
P.O. Box 2159
Jacksonville, FL 32232-0003
Re: Cleopatra Myers
Date of Death: January 25, 2001
Social Security No.: 161-32-2753
GNMA Pool No.: 022928
Certificate No.: 03927729SF
Dear Sir or Madam:
237 UNION STREET
MILLERSBURG, PA 17061
(717)362-3215
549 MAIN STREET
LYKENS, PA 17048
(7171453.7421
PATRICKE, KERWIN (1913-1987)
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
HOllY McCLURE KERWIN
I represent Richard E. Myers, Executor of the estate of Cleopatra Myers.
For purposes of preparing the Pennsylvania Inheritance Tax Return for the Estate, would
you kindly provide me with the balance of the above-captioned account as of the date of death
of Mrs. Myers?
Thank you for your help.
Very truly yours,
GMK:brnk
CC: Richard E. Myers
~ C-.e-. 'ji; \ ,<; S \ . "54-
~~.bt5~~~~
~"'Alliance u
iiCr MORTGAGE COMPANY
INVESTOR REPORTING DEPARTMENT
POST OFFICE BOX Z 159
JACKSONVILLE, FLORIDA 32232-0003
. ~"'-J.n <.l""v~;~.~... p_ - :'l7;(-.'~
\'" _,,~,",__r._
. ft'>'V'ilt ~,.. ('<,,~.. ..~rT.....,....
/1, 1(, ,,-- - ,'":; -- .
(" , ..'
, t" ~ ...':J~,~
III I I'll ',) ~,~"~ f1
'~::ii~ :1)
, "I'
\ l ) I'" I' f'
"",,--1:\._/ /~d\j,!)11 .Y'_~
v
)...",0'
I
TO THE FOLLOWING SECURITY HOLDER'
CLEOPATRA MYERS
CAMP HILL,
PA 17011.5508
HUD-11714
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION
MORTGAGE BACKED SECURITIES PROGRAM
ISSUER'S MONTHLY REMITTANCE ADVICE
FOR TAX.ID 161-32-2753
REPORTING MONTH 12/00
DATE 01/08/2001
CHECK NUMBER' 170280
109 S 171H 51
THIS REMITTANCE ADVICE COVERS THE ABOVE SECURITY HOLDER'S PROPORTIONAL SHARE OF THE DISTRIBUTION
IN THE INDICATED POOL OF MORTGAGES FOR THE AaOVE REPORTING MONTH. THE CHECK IS ATTACHED.
GNMA CERT PRO RATA INTEREST
POOL# NUMBER SHARE % RATE
I
022928 0392772951" 1.49782 El.aoooo 14.32 10.44 1. 35 0.00 0,00 26.11 1,551.54
A
B
C
o
E
F
G
,.
,
01/08/2001 TOTAL AMOUNT OF CHECK NUMBER 170280 161-32-2753 ............$26.11
I HEREBY CERTIFY THAT THE INFORMATION A CASH DISTRIBUTION FOR SCHEDULED PRINCIPAL AMORTIZATION
CONTAINED HEREIN IS TRUE TO THE BEST B CASH DISTRIBUTION FOR INTEREST
OF MY KNOWLEDGE AND BELIEF C. CASH DISTRIBUTION OF ADDITIONAL PRINCIPAL COLLECTIONS
o ADJUSTMENTS (+ OR.)
E LESS FEDERAL INCOME TAX WITHHELD (IF ANY)
F TOTAL CASH DISTRIBUTION DUE HOLDER
G OUTSTANDING BALANCE OF THIS CERTIFICATE AFTER CREDIT
I
VI Way~ql~lt
LOOK FOR US. WE'LL GET YOU THERE.
MARCH 26, 2001
KERWIN & KERWIN
4245 ROUTE 209
ELlZABETHVILLE P A 17023
The information which you requested on the CLEOPATRA MYERS DECEASED
(Social Security Number 161-32-2753) is as follows.
Account Number(s) 2222007476 1055298505 1055300306
Class of Account CHECKING CERTIFICATE CERTIflCA TE
Date Opened 021381 101996 121696
Principal Balance 6216.29 33945.59 3504.64
Accrued Interest 4.85 782.12 14.33
Balance at Date of Death 6221.14 34727.71 3518.97
Account Ownership JTO JTO JTO
Name of Joint Owner, if any RICHARD MYERS RICHARD MYERS RICHARD MYERS
Dale Ownership Was Established 021381 10 1996 121696
Additional Information Requested PLEASE COMPLETE W-9
P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll FrEe I-B66-WAYPOINT (1-866-929-7646) . www.waypointbank.com
. '
~IWay~qi!lt
LOOK FOR US, WE'LL GET YOU THERE.
Account Number(s)
7100002302
Class of Account
CERTIFICATE
Date Opened
090500
Principal Balance
26016,56
Accrued Interest
660,79
Balance at Date of Death
26677.35
Account Ownership
SOLE
Name of Joint Owner, if any
Date Ownership Was Established 090500
Additional Information Requested PLEASE COMPLETE W-9
Sincerely,
f1t<Ptt I '2kvnIV
Kath{ L. Y&~g j
Senior Services Rep.
P.O, Box 1711, HARRISBURG, PENNSYLVANIA 17105-1711
Toll Free I-B66-WAYPOINT (I-B66-929-7646) , wwwwaypointbank,com