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Home My WebLink About01-0353~`~ 5E -3 ~r PETITION FOR GRANT OF LETTERS Estate of MARY E. MEALS No. ~ ~" ~ /" ~ ~_ also known as ,Deceased Social Security No 185-10-4743 OWEN E. MEALS SR. Petitioner(s), who is/are 18 years of age or older, apply)ies) for (COMPLETE "A" OR "B" BELOW:) 171 A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executOR named in the Last Will of the (ql Decedent, dated 5/5/87 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (e.t.a., d.b.n.c.t.a.: pendente life, durance absentia; durar~te minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent was domiciled at death in CUMBERLAND residence at 1506 SHIRLEY AVENUE, CARLISLE Decedent, then 81 years of age, died JUNE 12. Decedent at death owned property with estimated values as follow: (if domiciled in PA (if not domiciled in PA County, Pennsylvania, with his/her last family or principal CUMBERLAND COUNTY PENNSYLVANIA (list street, number and municipality) 2000 , at CARLISLE, CUMBERLAND COUNTY PA 17013 (Location) >: All personal property ......................................... $ ,25 ci~D°•U Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal ro In Coun P PertY ~ ty .............................. Value of real estate in Pennsyhrania ........................................................................................ Total ..................................................................................................................... Real Estate situated as follows: $ v~5 v~o. oa s. ~~~~_ vo0• Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petftion and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence OWEN E. MEALS SR. 1501 SHIRLEY AVENUE CARLISLE PA 17013 /~-~aa-~ (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ~~"° y- ,~-o ~ Oath of Personal Representative Commonwealth of Pennsylvania COUnty Of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to taw. Swom to and affirmed and subscribed ~ ~~ OWEN E. MEALS, SR., before me this ~ day of DECREE OF REGISTER Estate of MARY E MEA Deceased No. 21-01-353 also known as Social Security No:185-10-4743 Date of Death:6/12/00 AND NOW,_ APRIL 4 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary ^ of Administration ((c.t.a., d.b.n.c.t.; pendente life; durarde absentia; durance minoriate) are hereby granted to OWEN E. MEALS SR. in the above estate and that the instrument(s), if any, datedVlAY 5, 1987 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ 115.00 Short Certificates(s) .........~.... $ ~ R _ nn Renunciation .......................... $ Extra Pages ( 2 ) ............... $ _ f3.00 .T.R ....................................... $ JCP Fee ................................. $ 5.00 Inventory ................................ $ Other ...................................... $ TOTAL ............................$ 144.00 CALLED ATTORNEY APRIL 4, 2001 of Signaturo Attorney: WILLIAM A. DUNCAN I.D. No: 22080 Address: 1 IRVINE ROW CARLISLE PA 17013 Telephone: 717-249-7780 DATE FILED: APRIL 4 2001 I, MARY E. MEALS, of 1506 Shirley Avenue, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my dust debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred beside my beloved husband, Herb in our plot located at Westminister Cemetery. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. It is our wish that we have a common marker. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my husband Herbert L. Meals, provided he survives me by thirt days. In the event he fails to survive me by thirt y (30) I give, devise and bequeath all said tan able y (30) days, as follows: g personal property a) To my sister, Louise Jumper (Kendall) the sum of Ten Thousand ($10,000.00) Dollars; b) To my sister, Rosie Jumper Warner, the sum of Ten Thousand ($10,000.00) Dollars; c) To Herb's sister, Lucille Meals Fry, the sum of Ten Thousand ($10,000.00) Dollars; d) To my grandson, Owen E. Meals, Jr., one-fourth (1/4) of my remaining personal property; e) To my son, Owen Eugene Meals, Sr., three-fourths (3/4) of my remaining personal property. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my husband Herbert L. Meals, provided he survives me by thirty days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate as follows, three-quarters to my son, Owen E. Meals, Sr, and one-quarter to my grandson, Owen E. Meals, Jr.. In the event of a disagreement over the disposition of any real estate, the decision of my Executor shall be final. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my husband Herbert L. Meals, provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate as follows, three-quarters to my son, Owen E. Meals, Sr. and one-quarter to my grandson, Owen E. Meals, Jr. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. husbandGHHerberthLreMealsmasaExecutortofuthisnm appoint my Testament. In the event of renunciation, deathy resignationnor inability to act for any reason whatsoever of Herb, I nominate, constitute and appoint my son, Owen E. Meals, Sr. as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last.~Till and Test m n consisting of two t pages this ~('~ day of ypewritten 1987. MARY E. MEALS Signed, sealed, published and declared by the above named Testatrix MARY E. MEALS as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND ~ 8s. I, MARY E. MEALS, Testatrix whose name is signed to the attached or foregoing instrument, having been dul according to law, do hereby acknowledge that I signedaandied executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. MARY E. M ALS Sworn or affirmed to and acknowledged before me, by MARY E. MEALS this day of -y~~ 1987. otary Pub c w (SEAL) My commission Expires : ~~~~f,/pD COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND ss. We, _ Gll„~ . ~I f w ,~ ,~-~ and the witnesses who a names are signed to-~ foregoing instrument, bean dul zttzc ed or depose and say that we were y qualified according to law, do and execute the instrument asrhernLastdWill;MARY E' MEALS sign signed willingly and that MARY E. MEALS executedtasAherEfreeAand voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue infl Sworn or affirmed to and subscri.t~d before me by L'~n A - r ,,~,~~ .~ and ~On~'~ ^~ ~ Y~ p witnesses, this ~, day of ''m ~' otary Pub is EAL) My Commission Expires: /~/~~/pd uenc ,.1987. F.V 9!fl(, e7..c.~.1,0~ 51-~--~~ This is to certify that the information here given is correctly copied from an original certificate of death duly tiled with me as Local Registrar. The original certificate will be~ forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 6495076 No. N,0.5,tr3 Rw. 7/B7 nRINr IANENT NAME OF DECEDEM (Flan, MiAW Lae1j (INK ,. ~ E. Meals AOE )LAm S'm'tleY) UNDER,YEAq 81 rr•. Mean. D•r. ~I C,lm)berland ts, r 1S e, PA 17013 a+an«ra) FATHER'6 NAME (Fire, Mbole, L+m) ,.. Geor e E, J~Per roRMAM S NAME (TypmPrnV) Owen E. Meals METNOp of asPDSITpN eurrol ® Cammgn ^ RemwN non Slero ^ n ~ormm. ~D1,~ Deawn^ olarisPwMyL_ n°. ^ L / Local Registrar JUN 1 3 2000 Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH UNDER t DAr =' F ]. 18S _~ . ~ o-~ DArE of DEATH . Dey, ty,n •°r. ~ Mlnaee (M~EaXh~O°&~ SeMaF~E(CM°M PucEOFOEArN~k - 4743 ~. 6/12/2000 8/27/1918 qunb, /~~'~0"c°~„' HOSPITAL: °Nf'0A°-~°°~k11CUUp On °M•r °W°) ~ CoUnty,PA ~,roa ^ ER~nPewa ^ NTNER: CRV, SORO, TwP OF DEATH FACLLITr NAME (b a-irlainAlon, ~ ^ "0T•°n~ ® RuWmKy ^ ~~ ^ OM1'• ~~ and nurtlbsr) ®CEDENT OF HISPANIC OgKiIN1 Carlisle Boro. Forest p k RACE.Am«keel,ry„ seek .+enr~°USUAL OCCUWITKkI (Dive kin°awak tlor'eama mom aworkkp YN; Oe not ue•r S KINOOF BUSINES&INDUSTRV ar ~ VNS DECEDENT EVER IN Health Center DECE ' "° '~' ^ "Y.,,,p°ayc„arL Maken. Plrno Klan, el°' S rsPwx» . w e rwJ . HananalCer D b Her c7wr1 hc[~ U:~^ No®ST DEM SE 1S•wlWery DU Eromemery CATpN MMRALSWUBarrroo N•Vm Merrro°, ~ t0. ~~>•LLte SURVMND SPOUSE . ECEOENrsMAI L1ND ADDRESS (alnN. CdyROwn, Slms, iiP Coal DECEDENT'S ,: ,a. 9 101 0«s°+) ,D71,.,~v m~.Il..on,.mn~l.n,r,,,.) a W d 1506 Shirley Ave, n oE +T••~m• PA l ,~ awed +s. - C%a 1 • 1 +cE (Ses imm~,alom ~ ~~° ^ ~ d.a°.nI IhM M. PnY•kNn ro na owl ..__ ~....,.ry .bro m nm• a Owin ro aRKY auee a a.m. Kma 2s.1S mum be MRIPImeE Prawn•Vr°W^ounco aatll. ~ aal°.a Clunberland ~'a? ------_ MOTHER'S NgME ~6a1. I ~_ n M-...+,.,Y, E INFORMANT'S MAIUNO 1501 Sh. iRpN PLACE OF DISPOSITION ordnm Proa '2000 „°WestrninstE ENSE NUMBER NAME Ah FD 012633 L m ~ ne Sum~spaN ens Wa metes r`-C,~.. fZ a ONOUNCED DEAD (IAOrM, Dey, lyer) ~cn~ i~. laaa rllVnp •udl mi err°ro°or aeprnoryemm, maa or M•rth ~M. ad V OF DEAN? ~ Nelurel 0~ (MmN, Day, b°r) `• Homl°la ^ A°el°snt ^ Pwarp lnvemlpe,ipr ^ ~M ^ No ~ Yte ^ No SukMe ^ O. Couy na a ommmMw ^ PLACE OF IWURr • At Ipm°, l°rm, mn° tlb. fRTS'IERICMgony one) 2!• M Nq, et°. ISpe°i/y) •T~b~°I~°ON~•• • dwblhe~aw~ip)°n m.~ wb°i.epOf~ncs°a°m era °andmwlrom z3) •rO°i~'"nµke°wro.a swat o~wu wNm tli. w~e•,a ~e;,~'np°wm.rw cenxylrpnqu.eaaan) ...... •.......... •..... pl•a,en0 au•m1M aw•(e)eref eannxwi1i1i0 .......................... ^ 'MEDICAL EIGMINER/CORONER On Des bW. ~ °.mnhwbn rMYw Inwmlp°tlon, In my oplnkm, Moth oeeuraA h tM time, MU, uld mNnINI M MH•0......... . ........................... °' • • • • • • • • • • • • PInC•. tllld AW t0 the o•uM(t) end REON)TRM'3 SKINATURE AN q .•••. •. •. •. •. •. •. •. ••••••.•••••. •... --~•~ ~~lisle, ra 17013 racy, Cromewry LOCATION • C /Town m' . slm., aP coos ~tery 1° Carlisle, PA 17013 M R,cam 'others Fluieral Herne, Carlisle, PA 17013 VSE NUMBER DATE SKiNED 12 ~ SO G S I P L ~+~. D•r. rom) nzTunr ~Jt i eu R7 MEDK:AL EAAMINERE° ,M ^ N°ILJ m°r•I• PART 11: ODUrmpnMeenl .w~M n na nwKYq lntM u~OA~InOro Mmn. but A^°~°MI~^Y~~u~uw pNw M PART 1. Vw ^ N° ^ M. LocATION ISUem, Ciryrtown, sroro) za. ND RI.E FCERTIFIER ~ .~~ /i BE v0` DATE STONED n, tyN DRESS OF PE U N WFp COMPLETED CAUSE O DEATH or Print ~i a ti ~ v qua r_ H i~ Fi .vtov~i~l_~ /~/J /~~vr ,~, M. _. CERTIFICATION OF NOTICE UNDER RULE 5.6 a Name of Decedent: MARY E. MEALS Date of Death: 6-12-00 Triil l No . 2001-353 Admin . No . To the Register: I certify that notice of beneficial interest required by Rule 5.6.(a) of the Orphans' Court mules was served on or mailed to the following beneficiaries of the above-captioned estate on April 19, 2001 = Name Address Owen E. Meals, Jr., 32 Burnthouse Rd., Carlisle, PA 17013 Owen E. Meals, Sr., 1501 Shirley Ave., Carlisle, PA 17013 Lucille Fry 134 Paul Drive., Millersburg, PA 17061 Rosie Jumper Warner 19 Westminister Court, Carlisle, PA 17013 Notice has Rule 5.6 (a ) now been except given Louise to J all persons entitled thereto under er (Rendall) , deceased Date : ~f Name William A. Duncan Address 1 Irvine Row Carlisle, PA 17013 __ Telephone~717~ 249-7780 Capacity: ~ Personal Representative ;____. Counsel for personal -` representative ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: ~~ I~ °1p~ Will No. ~/~O/- ~~~ Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State w ther administration of the estate is complete: Yes 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 rep~sentative file a final account with the Court? Yes No // b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative std an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of th;+~ Orphans' Court and may be attache to this report. Date : J~ /'~l a~ ~~ , gnature = GcJ, ~/gum /I -~ r~ n c.~N ~,, Name ( Please type or print )`~ _ ~ -~-~- > 21 ~ ~ TIC ~~0)3 ddress Tel. No. Capacity: Personal Representative ~_Counsel for personal representative (MAH:rmf/AM3) Cumberland County - Register Of Wills Hanover and High Street ,-~ Carlisle, PA 17013 ~~ Phone: (717) 240-6345 Date: 5/10/2002 DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 RE: Estate of MEALS MARY E File Number: 2001-00353 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: 6/12/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~.L~~ /"_ MARY LEWIS REGISTER OF WILLS cc: File Personal Representative(s) Judge COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES D E PT.280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~LrdC~r~ W I t_L_ I A-~ Fa i R~' I ?~dE R'~7W ~~'ir'~~ : ~~ E , F`A 1 IG~ I NO.A/q 4 9 7 0 3 REV-1162 EX (11-96) ACN ASSESSMENT CONTROL NUMBER y ~~~ i I "' FOLD HERE AMOUNT ~~ . 1+~.`y . C~ FOLD HERE ,. 'r, '` +~+ r~ ~ i TOTAL AMOItNT PAID ~ ~ REMARKS ~ I LL I AM A ~UhdC:AP,d RECEIVED BY`, f .~~ ~~. ~~yL.~/ ripRV ~ c . t..~lyd .3 CHE~:I<~# b FiF G I~T~'6~ ~ t~ I~i_L_;.7~ ~. SEAL REGISTER OF WILLS ESTATE INFORMATION: FILE NUMBER c 1'--~'4~0I -'!:353 ~~1!'~11 1.~3'."~- I O-4'?~+ NAME OF DECEDENT (LAST) (FIRST) (MI) !pit ASS MAR'r~ DATE OF PAYMENT POSTMARK DATE ,~,-,~iinr,)C~C~ COUNTY C1.1h1H~F~i..F'{I'~lL~ DATE OF DEATH ~~, ~7aa ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREipU OF INDIVIDUAL TAXES ~ k INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1567 E% AFP (32-00) DATE 07-30-2001 ESTATE OF MEALS MARY E DATE OF DEATH 06-12-2000 FILE NUMBER 21 01-0353 COUNTY CUMBERLAND WILLIAM A DUNCAN ACN 101 DUNCAN ~ HARTMAN Amount Remitted 1 IRVINE ROW CARLISLE PA ~T013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-001 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MEALS MARY E FILE NO. 21 01-0353 ACN 101 DATE 07-30-2001 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 4,66 0.50 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 31,854.24 tax payment. 6. Jointly Owned Property (Schedule F) (6) 46 , 250.00 7. Transfers (Schedule G) (7) .0 0 8. Total assets (g) 82, 764.74 APPROVED DEDUCTIONS AND EXEMPTIONS: 20,995.87 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I] (10) .00 11. Total Deductions (11) 90.995.87 12. Net Value of Tax Return (12) 61,768.87 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 61,768.87 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 46,250.00 X 06 - 2,775.00 17. Amount of Line 14 at Sibling rate (17) .00 X 00 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 15, 518.87 X 15 - 2, 327.83 19. Principal Tax Due (lq)= 5,102.83 TeY r~enrTe. PAYMENT DATE RECEIP NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-08-2001 AA496703 110.92- 5,455.08 TOTAL TAX CREDIT 5,344.16 BALANCE OF TAX DUE 241.33CR INTEREST AND PEN. .00 TOTAL DUE 241.33CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.) REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENTS NAME FILE NUMBER Meals, Mary E. 2101-0353 Daniel Heck SCHEDULEI NO. 101 EXPLANATION OF CHANGES Reduced to $00. Repairs are not allowable deductions when the real estate was jointly H B-g owned by right of survivorship. F 1 Jointly held assets are taxable to the survivors. No deductions can be claimed against joint property as it was not the responsibility of the survivors to pay the debts. Row Page 1 ~~-~~z- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 WILLIAM A DUNCAN DUNCAN & HARTMAN 1 IRVINE ROW ~.' CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REY-1GR7 E% AFP (12-00) DATE 09-04-2001 ESTATE OF MEALS MARY E DATE OF DEATH 06-12-2000 FILE NUMBER 21 01-0353 - - COUNTY CUMBERLAND ACN 101 Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: 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 RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (12-00) **~ INHERITANCE TAX STATEMENT OF ACCOUNT *~~( ESTATE OF MEALS MARY E FILE N0. 21 01-0353 ACN 101 DATE 09-04-2001 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: 07-23-2001 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 5,102.83 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-08-2001 AA496703 110.92- 5,455.08 08-14-2001 REFUND .00 241.33- * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 5,102.83 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 t IF TOTAL DUE IS LESS THAN S1, 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. l REV-I SYO EX+I6A0) COMMONWEALTH OF REV-1500 nFFCIAL U$E DNLY _ ~ ~~ ~~ PENNSYLVANIA _ ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 , , HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 3 , 0 3 ~ ~ - o 2- ~ ~ ~,,., UECEDENPS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURRV NUMBER Z MEALS MARY E 1 8 5- 1 0- 4 7 4 3 W DATE OF DEATH (MM-OD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W REGISTER OF WILLS (~ 06/12/2000 08/27/1918 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F ^X 1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Retum (aaledtleyhpurb is-13B7J ~ a~ ~ 4. Limited Estate ~ 4a. Fulum Interest Compromise (doe ordasn aaer ralzazl ~ 5. Federal Estate Taz Retum Required w v u m Q 6. Decedent Died Testate (Aaach wPVarwar ~ 7. Decedent Maintained a Living Tmst (alm raPV6lTRaq 0 8. Talal Number of Safe Deposit Bozes 9. Litiga0on Proceeds Received ~ 10. Spousal Povedy Credit Idle ortleaM belwcea rzsr~sr vd r-r-ss1 ^ 11. Election to laz under Sec. 9113(A) IA>~ sm o) 7Nh4 $ECt1DM MU$T 8~ C34fAI .HTEG. ALL. G.;.fifiESPONCENCE A[>~ CONF !1"I'..1. T.q~c ( ~ ATI ~14G ~ o?qa ~ = NAME COMPLETE MAILING ADDRESS w i WILLIAM A. DUNCAN 1 IRVINE ROW FIRM NAME (rc Appkade) ~ DUNCAN 8 HARTMAN P.C. TELEPHONE NUMBER 717-249-7780 CARLISLE PA 17013 0 00 OFFICIAL USE ONLY 1. Real Estale (Schedule A) (1) . 2. Stocks and Bonds (Schedule B) (2) 4,660.50 3. Closely Held Corporation, ParNemhip or Sde-Prapdetorship (3) 4. Mortgages 8 Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) 31,854.24 (Schedule E) Z O 6. Jdndy Owned Property (Schedule F) (6) 46,250.00 F ~ Separate Billing Requested 7 In1m_llnnc Tmnnferc x Mierollnnwi¢ Nm.Pmhate Prmnrly O7 _ I__.__ _-___. ----J a V W 11. Total Deductions (total Lines 9 & 10) 12. NM Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BequesLMSec 9113 Tmsls tar which an election to tax has nd been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (Schedule G or L) e. Total Groaa Aaaeb (total Lines 1-7) (8) 82'764'74 9. Funeral Ezpenses 8 Administrative Coals (Schedule H) (9) 23,780.73 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (t0) SEE 2 O F a O xU a t- 15. Amount of Line 14 taxable al the spousal tax rate, or bans(em under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of Line 14 taxable at siding rate x .12 18. Amount of Line 14 taxable at cdlateral rate 20,000.00 X .15 19. Tax Due 20. X (15) 38,984.01 X 0.06 (16) 2,339.04 (1t) 23,780.73 (14) 58,984.01 (13) (14) 58,984.01 (17) u.vu (1a) 3,000.00 (19) 5,339.04 Decedent's Complete Address: STREET ADDRESS 1 Irvine Row cm Carlisle, srarE PA nP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit _ B. PdorPayments _ C. Discount 3. InteresVPenalty'rf applicable D. Interest E. Penalty 116.04 (1) 5,339.04 Total Credits (A + 6 + C) (2) Total InteresflPenaBy (D + E) (3) 116.04 4. If Line 2 is greater than Line 1 + Line 3, enter the dilfemnce. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. TNs is the TAX DUE. A. Enter the interest on the tax due. (4) (5) ;5,455.08: (5A) B. Enter the total d Line 5 + SA. This is the BALANCE WE. (5B) S5, 455.08 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 ar income of the properly Vansierred :.............................................. _...........---... ....... ^ b. retain the right to designate who shall use the properly transferred or its income :............................... ....... ^ ® c. retain a reversionary Interest.or ........................................................................................... ....... ^ ~ 7I rA.r d. receive fire promise for I8e of either payments, benefits or cam? ................................................... ....... ^ 2. It death occurred after December 12,1982, did decedent transfer properly within one year of death without receiving adequate consideration? ................................................................................... ....... ^ ® 3. Did decedent own an'in tors( for' or payable upon dea0t bank account or security at his ar her death? ........ ....... ^ f ~I 4. Did decedent own an Individual Relimment Arxount, annuity, or other non-probate properly which cgMains a beneficiary designatimr7 ............................................................................................ ....... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE YT AS PART OF THE RETURN. m ant b the best of my WiowleCge arM helot, x 5 mre, capeci antl complete. 1 Irvine Row, Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE Far dates of death on or after Juty 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or far the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) ()]. For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [/2 P.S. §9116 (a) (1.1) (iI)]. The statute does not exempt a transfer to a survNing spouse from tax, and the statutory requirements for disclosum of assets and filing a tax return are still applicable even g the surviving spouse is the ordy 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-0ne years of age or younger al death to or for the use of a nalur~ parent, an adoptive parent, or a steppamnl of the child is 0% ]72 P.S. §9116(aK1.2)]. The tax rate imposed on the net value of hansfers 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(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12°,6 172 P.S. 691161aN1.311. A sibling is defined. under Section 9102. as an PEV 150] IXr119]1 SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TA% RETURN MEALS MARY E 21 01 0353 All property jointlycwned with right of aurvivonhip moat be diseloaed on &hedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. HARRIS SAVINGS BANK STOCK CERTIFICATE # 3760 1,553.50 239 SHARES @ 6.50 PER SHARE ON 6-12-00 2. (HARRIS SAVINGS BANK STOCK CERTIFICATE # HF 3093 478 SHARES @ 6.50 PER SHARE ON 6-12-00 3,107.00 TOTAL (Also enter on line 2, Recapitulation) ~ = 4,660.50 IS/-0S~B IX ~p-9ll SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. '"HERITANDETA%RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MEALS MARY E 21 01 0353 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of aurvivorohip must be diacloaed on Schedule F. ITEM VALUE AT DATE _ NUMBER DESCRIPTION OF DEATH 1. WAYPOINT BANK CHECKING ACCOUNT # 190300201 24,213.86 2. I KEYSTONE FINANCIAL BANK CHECKING ACCOUNT # 355577 3. I KEYSTONE FINANCIAL BANK CHECKING ACCOUNT # 2672056039 2,168.01 5,472.37 TOTAL (Also enter on line 5, Recapitulation) I $ f~4YfAIX X11 W SCHEDULEF COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TA%RETURN RESIDENT DECEDENT MEALS MARY E 21 01 0353 It an easel was made joint within one year of the decedent's dale of death, it mart be reported on Schedule G. SURVIVING JOINT TENANTIS) NAME A. JOINTLY-0WNED PROPERTY: ADDRESS RELATIONSHIP TO DECEDENT ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Inc4tle name of errencial insliWPon antl bank aCCOUnI number or similar identifying number. Aaach deed for pimN-heN real estate. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 9-9-77 1506 SHIRLEY AVENUE 92,500.00 50. 46,250.00 CARLISLE, PA 17013 1506 SHIRLEY AVENUE CARLISLE, PA 17013 TOTAL (Also enter on line 6, Recapitulation) I 3 46,250.00 .@V-15HIX ~I69I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETURN SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MEALS MARY E 21 01 0353 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. PASTOR FOR SERVICE 100.00 2. FLOWER'S & RECEPTION FOR FAMILY 250.00 B. ADMINISTRATIVE COSTS: t. Personal Representative's Commissions Name of Personal RepresentatWe (s) OWEN E. MEALS, SR., Social Security Number(s)1 EIN Number of Personal Representative(s) 20430$509 Street Address 1501 SHIRLEYAVENUE City CARLISLE State PA Zip (s) Commission Paid: 2001 2. AhomeyFees DUNCAN & HARTMAN, P.C. 3. Family Exemption: (If decedent's address is not the same as daimant's, aeadl explanation) Claimant Sheet Address City Sfate Zip Relationship of Claimant to Decedent 4. ~ Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY 5. I Accountant's Fees 6. I Taz Retum Preparers Fees 7. CUMBERLAND LAW JOURNAL LEGAL AD 8. DAVID WHITMAN & SONS (repair roof on house) 9. THE SENTINEL LEGAL AD 10. PRESBYTERIAN HOMES INC.( Mar to June 2000 nursing care) 11. 3,575.73 3,575.73 204.00 75.00 2,784.86 77.63 13,137.78 TOTAL (Also enter on line 9, Recapitulation) I ; R2/4519IX~(15]) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETNRN SCHEDULE) BENEFICIARIES FILE NUMBER NUMBER I. t. 2. 3. 4. NAME AND ADDRESS OF PEF TAXABLE DISTRIBUTIONS (include ou' OWEN E. MEALS, JR. 32 BURNTHOUSE RD. CARLISLE, PA 17013 OWEN E. MEALS, SR. 1501 SHIRLEY AVENUE CARLISLE, PA 17013 LUCILLE FRY 134 PAUL DRIVE MILLERSBURG, PA 17061 ROSIE JUMPER WARNER 19 WESTMINISTER COURT CARLISLE, PA 17013 RECEIVING PROPERTY Do Not Lia GRANDSON SISTER SISTER ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROP NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 AMOUNT OR SHARE OF ESTATE 1/4 REMAINDER 3/4 REMAINEDER 10,000.00 10,000.00 f E. ON REV 1500 COVER TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S !If more snxn is nnarlaA inswA arlrlNinnal chwats of tha same ai~ol .J I, MARY E. MEALS, of 1506 Shirley Avenue, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and ail other wills and codicils heretofore made by me. FIRST. I direct that all my ,just debts and funeral expenses be paid from my estate as soon after my death es practically and conveniently may be done. SECOND. I direct that my remains be interred beside my beloved husband, Herb in our plot located at Westminieter Cemetery. THIRD. I authorize my personal representative to expend funds from my estate, in ,such amounts as my personal representative shalt consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. it is our wish that we have a common marker. .FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my husband Herbert L, Meals, provided he survives me by thirty (30) days. in the event he fails to survive me by thirty (30) days, i give, devise and bequeath all said tangible personal property as follows: ' ~r ~G4' a) To my sister, Louise Jumper (Kendall) the sum of Ten Thousand ($10,000.00) Dollars; b.) To my sister, Rosie Jumper Warner, the sum of Ten Thousand (510,000.00) Dollars; c) To Herb's sister, Lucille Meals Fry, the sum of Ten Thousand ($10,000.00) Dollars; d) To my grandson, Owen E. Meals, Jr., one-fourth (1/4) of my remaining personal property; e) To my son, Owen Eugene Meals, Sr., three-fourths (3/4) of my remaining personal property. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my $eath,,ianto my husband Herbert L. Meals, provided he survives me by thirty days. .In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate as follows, three-quarters to my son, Owen E. Meals, Sr, and one-quarter to my grandson, Owen E. Meals, Jr.. In the event of a disagreement over the disposition of any real estate, the decision of my Executor shall be final. SIXTH. I give, devise and bequeath ail the rest, residue and remainder of my estate unto my husband Herbert L. Maxis, provided he survives me by thirty (30) days. in the event he fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate as follows, three-quarters to my son, Owen E. Meals, Sr. and one-quarter to my grandson, Owen E. Meals, Jr. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my husband, Herbert L. Meals as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Herb, I nominate, constitute and appoint my son, Owen E. Meals, Sr. as Executor of this my Last W111 and Testament. I hereby relieve my Executor from the necessity of posting aeonrity in connection with his duties, as such, in any jurisdiction in which he may be Called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law,- I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last ill and Test. consisting of two typewritten pages this ~~ day of ~ ~, 1987. MARY E. EALS Signed, sealed, -published and declared by the above named Testatrix MARY E. MEALS as and for her La9t Wi11 and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND as. I, MARY E. MEALS, Testatrix whose name i attached or foregoing instrument, having bean according to law, do hereby acknowledge that executed the instrument as my Last Wi11; that willingly; and that i signed it as my free an the purposes therein expressed. s signed to the duly qualified I signed and I signed it d voluntary act for MARY E. LS Sworn or affirmed to and acknowledged before me, by MARY E. MEALS this 3~day Of 1987. ,1',syst~ fIL_ otary~Pu~a -~ (EAL) My commission Expires: ~a~aj,/pa COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND We, Cll~n.s~~Lr~2~~.,.-, and ~l~hi ~ ,J~ q the witnesses who a names are signed to a attac ed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw MARY 8. MEALS sign and execute the instrument as her Last Will; that MARY E. MEALS signed willingly and that MARY E. MEALS executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix eigned the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue inf uen Sworn or affirmed to and subscri-ed before me by 1 E a.-, and . m9~s_- witnesses, this S~ day of ~~~ "~ ~~ ,. 1987. Mary Pub~'io `(3`EAL~ "/ My Commission Expires: /,~/ay/~ May 30, 2001 William A. Duncan, Esquire 1 Irvine Row Carlisle, PA 17013 Re: Mary E. Meals Estate Dear Mr. Duncan, Pursuant to your request, I have inspected the Meals property located at 1506 Shirley Avenue, Carlisle, PA 17013, for the purpose of establishing a fair market value. The property consists of a one-story brick dwelling with a full basement containing two bedrooms, two baths, living room, kitchen, dining room, and two car attached garage. The property is serviced by public water and public sewer. The property was found to be in average condition. In my analysis, I have compared this property to similar properties in close proximity to the subject property and have sold within the past year. I have also used my knowledge and experience in the local real estate market to determine a fair market value. Please be aware that the actual value of the Meals property is based on what an interested qualified buyer, taking into account all economic factors, would be willing to pay for it at a given point in time. According to my analysis based on the data collected, I believe the value of the Meals property located at 1506 Shirley Avenue, Carlisle, PA 17013, as of May 30, 2001, to be $92,500.00. Sincerely, Mitch Gelbalr~h, ~, CRS, GRI Assoc. Broker/Partner ~/./ ~ ~~ Performance Realty 800 Belvedere Street MaSa Carlisle, Pennsylvania 17013 Office: (717) 245-2600 Fax: (717) 245-2255 Each Office Intlepantlently Ownetl and Oparalatl