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Home My WebLink About01-0161 In Re: Estate of Edna M. Melius IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION No. 21-01- /~J ORDER ~ AND NOW, this ('2-- day of February, 2001, upon consideration of the Petition of John E. Melius and Melvin E. Melius, it is hereby ordered and decreed that Petitioners shall receive the distribution of property of the Estate of Edna M. Melius, deceased, as surviving heirs and sole beneficiaries, subject, however, to deductions for any amounts found to be due the Commonwealth of Pennsylvania for inheritance tax purposes and payment to outstanding creditors. Petitioners are hereby authorized to receive, collect and distribute the property as herein set forth and to make any and all necessary assignments and transfers. By the Court: J. , J:EB n 9 ?O(lt Estate of Edna M. Melius IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01- \ to\ PETITION UNDER SECTION 3102 OF THE PROBATE, ESTATES AND FIDUCIARIES CODE FOR SETTLEMENT OF SMALL ESTATE TO THE HONORABLE JUDGES OF SAID COURT: JOHN E. MELIUS and MELVIN E. MELIUS, your Petitioners, filed this Petition for Settlement of a Small Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Code and in support thereof avers that: (1 ) Your Petitioners, John E. Melius and Melvin E. Melius are competent adults residing at 101 McClures Gap Road, Carlisle, Cumberland County, Pennsylvania, and 86-1 Feme Boulevard, Drexel Hill, Delaware County, Pennsylvania, and are the children of the above decedent. (2) Edna M. Melius, parent of the Petitioners died on December 26, 2000, at the age of 87 years, but prior thereto lived and was domiciled at One Longsdorf Way, Carlisle, Cumberland County, Pennsylvania. She died with a Will (Exhibit "A") and no letters of administration have been issued. (3) Edna M. Melius had no probate estate when she died other than Mellon Bank accounts and United States Savings Bonds a copy of letters of notice showing values are attached hereto as Exhibit "B". (4) The sole heirs and next of kin and their relationship to the decedent are as follows: John E. Melius son (petitioner) Melvin E. Melius son (petitioner) (5) Your Petitioners aver that the only unpaid creditors of the decedent are Alert Pharmacy Service Inc. ($51.02), Cumberland Crossings Retirement Community ($6,269.23) and Ewing Brothers Funeral Home ($1,340.00). WHEREFORE, your Petitioner respectfully requests that an Order be made authorizing distribution of the accounts in Mellon Bank with a sum of $5,276.04 plus any accrued interest and the United States Savings Bonds with a sum of$8,273.61 plus accrued interest to John E. Melius and Melvin E. Melius pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code. By Ma us A. Mc IRWIN McKNI 60 West Pomfret Street Carlisle, P A 17013 (717) 249-2353 Supreme Court #25476 Esquire UGHES Dated: February 7. 2001 COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND JOHN E. MELIUS and MELVIN E. MELIUS, being duly sworn according to law, deposes and says that the facts contained in the foregoing Petition are true and correct to the best of their knowledge, information and belief. J~E~~ ~~ c. ~.d.~~.4~ MELVIN E. MELIUS Swo~d subscribe this ~ day of , 2001. Notarial Seal Jacqueline L. Drawbaugh, Notary Public Carlisle Bora, Cumberland County M Commission expires Aug. 14, 2003 Member, Pennsylvania AssOCIation of Notattes .iL,~" ~l:i ,J.di'~"":::lo...,~~.-..,:tr.of-ilr~iM!'~ ~. '" . $:, ' l>' r .~ . 'Ii"~' ~ , ~... .. - . .~ I, EDNA M. MELIUS, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last will and testa- ment, hereby revoking and making void all former wills by me at any time heretofore maee. FIRST. I direct all my just debts and funeral expenses includ- ,i,ng, ~f1Y irheri,tance taxes that may be asses~ed aga,inst my property be fully paid and satisfied out of my estate by my executors herein- after named as soon as conveniently may be don~ after my decease. SECOND. All the rest, residue, and remainder of my estate whatsoever and wherever situate, I give, devise and bequeath unto my two sons, share and share al ike, or to their issue if ~ffitfuer of my two sons should predecease me. LASTLY, I nominate, constitute and appoint my two sons, John E. Melius and Melvin E. Meli'us, Executors, of this my last will and tes tament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this " , .."; '3/~'dai;of ~~/':" '" "j- , " ,,) 960. '" {: d~ ~, r ~~(.SUL) Signed, sealed, publi~hed and declared by 'the above named testatrix, Edna M. Melius, as and for her last will and testament in the ,presence of us~ who, at her';'request and in her presence and in the presence of each other, have hereunto subscribed our names as wi tne s ses; :the:r:e>to. .i ;'~'X~>.::,:!g~. "",:;.:;...,r-:,'; "/ ~':\'"~;,,,.",;-<\'.-'".~i\., :;,-,.,:_~",,,,,;,_, ~,.' ',' , ',., <, '/~.'2~ v / I ,Co.' t ),~ :..::,~:~: \,>>~{ . : i~~I!'.\~ ;'f!",,_';: ; ~'.! 'i;,~' ;c ~,-.. '.... "':'.'l~!- .'. - I:;":'" _,~..,,,.."'~_"'~,..~......,.~_"'....~,""'~..... ~ t ~, ~ J~~~~___~_ .:~'~ -' _'~.~~ l~~~'--',,_ j....,f _ 'W:~~l~) _ @ P.O. Box 7899 Philadelphia, PA 19101-7899 Mellon Bank January 16, 2001 Irwin McKnight & Hughes Attorneys at Law West Pomfret Professional Building 60 West Pomfret Street Carlisle, P A 17013-3222 ~ ~ . ,\: Estate Of Edna M Melius Date of Death: 12/26/2000 SSN 192-30-0673 Dear SirIMadam: In accordance with your request, the attached information sheet has been provided in the above decedents name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call (215) 553-1585. ~# Mello Bank, N .A. Deposit Support Services 199-5355 Page 1 of 2 @ Mellon Bank Tuesday, January 16, 2001 Account Number Account Title 190-053153-C Edna M Melius Date Opened: 12/26/1988 Account Type: TO Principal Sal Int from Last Account Sal YTD Int to as of DOD Posting to DOD as of DOD DOD $1,000.00 $18.48 $1,018.48 $36.96 Date Opened: 12/04/1992 Account Type: TO Principal Sal Int from Last Account Sal YTD Int to as of DOD Posting to DOD as of DOD DOD $1,000.00 $1.93 $1,001.93 $29.86 Date Opened: 11/01/1978 Account Type: DO Principal Sal Int from Last Account Sal YTD Int to as of DOD Posting to DOD as of DOD DOD $3,254.91 $0.72 $3,255.63 $76.14 190-062594-C Melvin E Melius Or Edna M Melius 182-622-6134 Edna M Melius Page 2 of 2 Edna M. Melius Estate Accrual Bonds Redemption Date: 12/2000 Issue Yield Next Final Serial Number Denom. Series Date Value Interest To Date Accrual Maturity Q17858423 $25 S 8/1969 $135.00 $114.75 6.42% 8/1999 3 Q8341134 $25 S 12/1969 $136.70 $116.45 6.47% 12/1999 2 Q17798116 $25 S 7/1969 $135.00 $114.75 6.42% 7/1999 3 Q15658053 $25 S 5/1969 $134.37 $114.12 6.41% 5/1999 3 Q8317019 $25 S 1/1970 $136.71 $116.46 6.47% 1/2000 2 Q7004699 $25 S 8/1968 $145.68 $125.43 6.69% 8/1998 3 Q2371406362E $25 E 10/1968 $134.14 $115.39 6.67% 10/1998 3 Q2391297638E $25 E 2/1969 $137.27 $118.52 6.75% 2/1999 3 Q2423893543E $25 E 5/1969 $138.60 $119.85 6.78% 5/1999 3 Q2429154552E $25 E 8/1969 $135.01 $116.26 6.69% 8/1999 3 Q2436741098E $25 E 9/1969 $135.02 $116.27 6.69% 9/1999 3 Q2442153578E $25 E 10/1969 $135.02 $116.27 6.69% 10/1999 3 Q2455850066E $25 E 11/1969 $135.02 $116.27 6.69% 11/1999 3 Q22051709 $25 S 11/1969 $136.07 $115.82 6.45% 11/1999 3 Q20360758 $25 S 10/1969 $135.00 $114.75 6.42% 10/1999 3 C1024773709E $100 E 9/1973 $464.92 $389.92 6.92% 1/2001 9/2003 C1027552741E $100 E 11/1973 $464.92 $389.92 6.92% 3/2001 11/2003 C1027658950E $100 E 12/1973 $456.36 $381.36 6.80% 6/2001 12/2003 C1011629422E $100 E 11/1972 $470.08 $395.08 6.70% 3/2001 11/2002 C513855401E $100 E 6/1970 $552.00 $477.00 6.77% 6/2000 2 C532502189E $100 E 11/1971 $474.96 $399.96 6.50% 3/2001 11/2001 C1018209549E $100 E 6/1973 $468.60 $393.60 6.82% 4/2001 6/2003 C1050172711E $100 E 2/1975 $440.36 $365.36 7.06% 2/2001 2/2005 C517287671E $100 E 11/1970 $558.76 $483.76 6.81% 11/2000 2 C1048418324E $100 E 12/1974 $449.24 $374.24 7.00% 6/2001 12/2004 C1053177269E $100 E 3/1975 $440.36 $365.36 7.06% 3/2001 3/2005 C519082991E $100 E 3/1971 $487.48 $412.48 6.48% 1/2001 3/2001 C519226415E $100 E 2/1971 $500.96 $425.96 6.47% 2/2001 2/2001 1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable) * = Possibly eligible for U.S. Savings Bond Education Benefit Program. See footnotes on Inventory Summary page. 1 Edna M. Melius Estate Inventory Summary Redemption Date: 12/2000 Number Inventory Redemption of Bonds Value Value Interest Accrual Bonds Pre-January 1990 Issue Dates: 28 $8,273.61 $8,273.61 $7,005.36 January 1990 and Later Issue Dates: 0 $0.00 $0.00 $0.00 * 28 $8,273.61 $8,273.61 $7,005.36 Current Income Bonds 0 $0.00 $0.00 $0.00 Inventory Totals 28 $8,273.61 $8,273.61 $7,005.36 Footnotes * Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990 may be eligible for special tax exemption when used for post-secondary education. For fur~her information concerning the benefits and restrictions that apply, please contact the Internal Revenue Service. 1 These bonds are not eligible for payment within 6 months of their issue date. 2 These bends have reached final maturity and will earn no additional interest. They can be exchanged for HH Bonds within a year of their final maturity date. 3 These bonds have reached final maturity and will earn no additional interest. They are not eligible for exchange for Series HH Bonds since they have been held over a year past their final maturity date. 2 5..( c.... OFFlCI.4..l USE ONLY REV. 150C:EX . (6-00) REV-1500 /6 - }.J "/ - q .' INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVA.NIA 21-01-0161 OEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE HARRISBURG. PA 17128-0601 YEAR NUMBER DECEDENT'S NAME{LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 Melius Edna M. 192-30-0673 E C OATEOF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E 0 12/26/2000 07/25/1913 REGISTER OF WILLS E N IF APPLlCABLEjSURVIVJNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER T r.! 1. Original Return - 2. S'pplemeo'" Re"m p 3. Remainder Return ~f~~ ~ ~t~{~-BZ} CAPB Ix 4. Limited Estate 40. Future Interest Compromise (date of death after 12-12-B2) 5. Federal Estate Tax Return Required HpRL 6. Decedent Died Testate - 7. Decedent Maintained a Living Trust ~ 8. Total Number o'f Sa'fe Deposit Boxes EplO '-"'- - CRAC (AttaCh copy of Will) (AttaCh copy of Trust) KOTK o 9. Litigation Proceeds Received 010. 0 11. Election to tax under Sec. 9113(A) ES Spousal Poverty CredIt (date of death between 12~31-91 and 1.1-95) (Attach Sch 0) '..'Tf!IS.SECTI()N'.MUST:BE.CClMPI.ETE\).:'ALI..CORRES!'()NDENCE'&~NFIOENtIAI.:TAX'.lliIfOllMATiON'SHOULO:BE.OIRECTEO.TO, P NAME COMPLETE MAILING ADDRESS C 0 0 Marcus A. McKnight Esq. 60 West Pomfret Street R N R 0 FI RM NAM E (If Applicable) West Pomfret Professional Bldg. E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013 S N T TELEPHONE NUMBER 717 /249-2353 1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) None: 3. Closely Held Corporation, Partnership or (3) Non'e Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 13,549.65 E (Schedule E) C A 6. Jointly Owned Property (Schedule F) (6) None P I 0 Separate Billing Requested T 7. Inter~Vi\los Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedule G or L) A T S. Total Gross Assets (total Lines 1-7) (S) 13,549.65 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,121.00 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule r) (10) 1,180.02 11. Total Deductions (total Lines 9 & 10) (11) 3.301. 02 12. Net Value of Estate (Line 8 minus Line 11) (12) 10,248.63 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (14) 10,248.63 C SEE INSTRUCTIONS ON REVERSE S.IOE FOR APPLICABLE RATES 0 M T P 15. Amount of Line 14 taxable at the spousal tax U A T rate,-or transferS under Sec. 9116(a)(1.2) X 0 0 (15) 0.00 X A T 16. Amount of Line 14 taxable at lineal rate 10,248.63 X 0 45 (16) 461.19 I 11. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 0 N 18. Amount of Line 14 taxable at collateral rate X .15 (IS) 0.00 19. Tax Due (19) 461. 19 20. II 1...(lfl$!<KHEIlE'IF,!,pvARE..llEQVE$t!""G'''''.R~~\.lIlP'Clf'AN'P'l'EIl~A"''''EI\I1...1 > > BE SURE TO ANSWEIl ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MA,.H < < Copyright (c) 2000 form software only The Lackner Group. Inc, Form REV-150Q EX (Rev. 6-00i Decedent's Complete Address: STREET ADDRESS One Lon"sdorf Way CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page lUna 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 461.19 Total Credits I A + B + C) (2) 0,00 3. Interest/Penalty if applicable O. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Une 2 is greater than line 1 -+- Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 2Q to request a refund (4) 5. If Line 1 + Line 3 ;s 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 total of Line S + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0,00 0,00 461.19 0,00 461.19 PLEASE A~SWE~ THE~O~LOWI~G QUESTIONS BY PLACING AN T. ~",x;, IN THE APPROPRIATE BLOCKS 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 lB lB lB Under penalties of perjury, ) declare that I have examined this return, inc:luding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, cQrrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUREOF PERSON RESPONSIBLE FOR FlUNG RETURN John E. Mel ius DATE --~~~1~~r~:,,~~--Gi~6~~-- -- - ---- ---- -- --- --- --- (;, C{ - 0 I IRWIN McKNIGHT & HUGHES DATE 60 West Pomfret Street -- -Carl-is1~ --P1\ - - 17613- -- - - - - - - - - -- - - - -- - -- - -- - -- , 994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the 9116 lal (11) (ill 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 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 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(aXli). 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(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. Copyright (c) 2000 form software only The Lackner Group, lnc Form REV-1500 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of Edna M. Melius SS# 192-30-0673 12/26/2000 *************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~~.I....- ~ . ~.....I~......- '/'f / (JI Name Address Line 1 Address Line 2 City, State, Zip Melvin E. Melius 86-1 Ferne Blvd. Date Drexel Hill, PA 19026 6/'1 jot REV-1S0BEX ~(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Edna M. Melius SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSII 192-30-0673 12/26/2000 FILE NUMBER 21-01-0161 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 NUMBER 1 DESCRIPTION Mellon Bank Savings Account - #190-053153-C VALUE AT DATE OF DEATH 1,018.48 2 Mellon Bank 11190-062594-C 1,001. 93 3 Mellon Bank 11182-622-6134 3,255.63 4 U.S. Savings Bonds (list attached) 8,273.61 TOTAL (Also enter on line 5, Recapitulation) $ 13 l 549.65 (If more space is needed, insert additional sheets af the same size) Copyr\g'rlt (c) 1996 form software only CPSystems. Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA lNHERlTANCETAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Edna M. Melius SStl 192-30-0673 12/26/2000 FILE NUMBER 21-01-0161 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES, 1 Ewing Brothers Funeral Home AMOUNT 1,340.00 B. 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I E1N Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid; 2. 3. Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption; (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 750.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Register of Wills - filing fees 31. 00 TOTAL (Also enter on line g, Recapitulation) $ 2,121.00 (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.1512 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Edna M. Melius SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfI 192-30-0673 12/26/2000 FILE NUMBER 21-01-0161 '"elude unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Alert Pharmacy Service Inc. AMOUNT 51.79 2 Cumberland Crossings 1,128.23 TOTAL (Also enter on fine 10, Recapitulation) $ 1,180.02 (It more space is needed, insert additional sheets of the same size) Copyright Ie) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1.97) REV-1513 EX 4' (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Edna M. Melius 12/26/2000 SSfl 192-30-0673 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under Sec. 9116(a)(1.2)] 1 John E. Melius 101 McC1ures Gap Road Carlisle, PA 17013 2 Melvin E. Melius, Jr. 86-1 Ferne Boulevard Drexel Hill, PA 19026 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Son FILE NUMBER 21-01-0161 AMOUNT OR SHARE OF ESTATE 1/2 remainder 1/2 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets at the same size) Copyright (c) 2000 form software only The Lackner Group. Inc. 0.00 Form REV-1513 EX (Rev. 9-00) I, EDNA M. MELIUS, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last will and testa- ment, hereby revoking and making void all former wills by me at any time heretofore maee. FIRST. I direct all my just debts and funeral expenses includ- ing any inheritance taxes that may be assessed against my property be fully paid and satisfied out of my estate by my executors herein- after named as soon as conveniently may be don~ after my decease. SECOND. All the rest, residue, and remainder of my estate whatsoever and wherever situate, I give, devise and bequeath unto my two sons, share and share alike, or to their issue if e~tQer of my two sons should predecease me. LASTLY, I nominate, constitute and appoint my two sons, John E. Melius and Melvin E. Melius, Executors, of this my last will and testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 31M day of ~ , 1960. r3 d~ ?>>,. r ~~(,SE.(lL) signed, sealed, published and declared by the above named testatrix, Edna M. Melius, as and for her last will and testament in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as wi tnesse s,thereto. ~~,/.. 4.Y2~~ !~2~ /, / .. ~ P.O. Box 7899 Philadelphia, PA 19101-7899 Mellon Bank January 16, 2001 r'.:--.~:,~,~, f"'7'\ r r:;;:".,~ \' -.;i \', "1 , ' . -~-~'. j , . C,\, Irwin McKnight & Hughes Attorneys at Law West Pomfret Professional Building 60 West Pomfret Street Carlisle, P A 17013-3222 ,-," r:r\ .,. U L'.-01 ;,"'1';{1Ij :,'f .""0', "',, .'" j I; u ,I i ,'j i ~ ,\. .\1,! _' II j (\, I" Estate Of Edna M Melius Date of Death: 12/26/2000 SSN 192-30-0673 Dear Sir/Madam: In accordance with your request, the attached jnformation sheet has been provided in the above decedents name as of his/her date of death. For 1L or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call (215) 553-1585. ~# Mello Bank, N.A. Deposit Support Services 199-5355 Page I of 2 : .. @ Mellon Bank Tuesday, January 16,2001 Account Number Account Titfe 190-053153-C Edna M Melius 182-622-6134 Edna M Melius Date Opened: 12/26/1988 Account Type: TO Principaf Saf fnt from Last Account Saf YTD fnt to as of DOD Posting to DOD as of DOD DOD $1,000.00 $18.48 $1,018.48 $36.96 Date Opened: 12/04/1992 Account Type: TO Principal Saf Int from Last Account Sal YTD fnt to as of DOD Posting to DOD as of DOD DOD $1,000.00 $1.93 $1,001.93 $29.86 Date Opened: 11/01/1978 Account Type: DO Principal Saf Intfrom Last Account Sal YTD Int to as of DOD Posting to DOD as of DOD DOD $3,254.91 $0.72 $3,255.63 $76.14 190-062594-C Melvin E Melius Or Edna M Melius Page 2 of 2 Edna M. Melius Estate Accrual Bonds .. Redemption Date: 12/2000 Issue Yield Next Final Serial Number Denom. Series Date Value Interest To Date Accrual Maturity Q17858423 $25 S 8/1969 $135.00 $114.75 6.42% 8/1999 3 Q8341134 $25 S 12/1969 $136.70 $116.45 6.47% 12/1999 2 Q17798116 $25 S 7/1969 $135.00 $114.75 6.42% 7/1999 3 Q15658053 $25 S 5/1969 $134.37 $114.12 6.41% 5/1999 3 Q8317019 $25 S 1/1970 $136.71 $116.46 6.47% 1/2000 2 Q7004699 $25 S 8/1968 $145.68 $125.43 6.69% 8/1998 3 Q2371406362E $25 E 10/1968 $134.14 $115.39 6.67% 10/1998 3 Q2391297638E $25 E 2/1969 $137.27 $118.52 6.75% 2/1999 3 Q2423893543E $25 E 5/1969 $138.60 $119.85 6.78% 5/1999 3 Q2429154552E $25 E 8/1969 $135.01 $116.26 6.69% 8/1999 3 Q2436741098E $25 E 9/1969 $135.02 $116.27 6.69% 9/1999 3 Q2442153578E $25 E 10/1969 $135.02 $116.27 6.69% 10/1999 3 Q2455850066E $25 E 11/1969 $135.02 $116.27 6.69% 11/1999 3 Q22051709 $25 S 11/1969 $136.07 $115.82 6.45% 11/1999 3 Q20360758 $25 S 10/1969 $135.00 $114.75 6.42% 10/1999 3 Cl024773709E $100 E 9/1973 $464.92 $389.92 6.92% 1/2001 9/2003 C1027552741E $100 E 11/1973 $464.92 $389.92 6.92% 3/2001 11/2003 C1027658950E $100 E 12/1973 $456.36 $381. 36 6.80% 6/2001 12/2003 C1011629422E $100 E 11/1972 $470.08 $395.08 6.70% 3/2001 11/2002 C513855401E $100 E 6/1970 $552.00 $477.00 6.77% 6/2000 2 C532502189E $100 E 11/1971 $474.96 $399.96 6.50% 3/2001 11/2001 ClO18209549E $100 E 6/1973 $468.60 $393.60 6.82% 4/2001 6/2003 Cl050172711E $100 E 2/1975 $440.36 $365.36 7.06% 2/2001 2/2005 C517287671E $100 E 11/1970 $558.76 $483.76 6.81% 11/2000 2 Cl048418324E $100 E 12/1974 $449.24 $374.24 7.00% 6/2001 12/2004 Cl053177269E $100 E 3/1975 $440.36 $365.36 7.06% 312001 3/2005 C519082991E $100 E 3/1971 $487.48 $412.48 6.48% 1/2001 3/2001 C519226415E $100 E 2/1971 $500.96 $425.96 6.47% 2/2001 2/2001 1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable) . = Possibly eligible for U.S. Savings Bond Education Benefit Program. See footnotes on Inventory Summary page. 1 .. Edna M. Melius Estate Inventory Summary RedBmption Date: 12/2000 Number Inventory Redemption of Bonds Value Value Interest Accrual Bonds Pre-January 1990 Issue Dates: 28 $8,273.61 $8,273.61 $7,005.36 January 1990 and Later Issue Dates: 0 $0.00 $0.00 $0.00 * 28 $8,273.61 $8,273.61 $7,005.36 Current Income Bonds 0 $0.00 $0.00 $0.00 Inventory Totals 28 $8,273.61 $8,273.61 $7,005.36 Footnotes * Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990 may be eligible for special tax exemption when used for post-secondary education. For further information concerning the benefits and restrictions that apply, please contact the Internal Revenue Service. 1 These bonds are not eligible for payment within 6 months of their issue date. 2 These bonds have reached final maturity and will earn no additional interest. They can be exchanged for HH Bonds within a year of their final maturity date. 3 These bonds have reached final maturity and will earn no additional interest. They are not eligible for exchange for Series HH Bonds since they have been held over a year past their final maturity date. 2 <D ~.~ ,. ~ X ll> LlJ C\J ~~~. 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I- UJ W I- Z :? ~ en :) <r: 0 0 z 0 D- o ----- ~b- ~a-Y- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARCUS A MCKNIGHT ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-16-2001 MELIUS 12-26-2000 21 01-0161 CUMBERLAND 101 REV-1547 EX AFP <12-DD> EDNA M Amount Remitted 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= ls4-j-E3f-AFP--fl"2---oo1--NOTicE--oF-.fNHEiiiTAifCE-7fA)rA-PPRA-isEMENT~--ALi-owAifCE-(fR----------- - -- - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MELIUS EDNA M FILE NO. 21 01-0161 ACN 101 DATE 07-16-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED 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. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (ll (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 13,549.65 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 2,121.00 1.180.02 Clll Cl2) Cl3) Cl4) NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 13,549.65 3.301 O? 10,248.63 .00 10,248.63 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 10,248.63 X 045= .00 X 12 = .00 X 15 = Cl9)= .00 461.19 .00 .00 461.19 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-05-2001 AA496679 .00 461.19 TOTAL TAX CREDIT 461.19 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE 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.)