HomeMy WebLinkAbout01-23-07
~
15056051047
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
Date of Birth
Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
.. 1. Original Return
c:::>
2. Supplemental Return
c:::::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::::>
4. Limited Estate
c:::>
-
c:::::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c:::::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:::::> 10. Spousal Poverty Credit (date of death c:::::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
c:::::>
f') . I
G.)
-'0
1")
rv
Correspondent's e-mail address:
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 preparer has any knowledge.
SIGNATURE OF PERSO ' ESPONSIBLE J;OR FI!-ING,RET N DATE
n ~. '- ( .' __ I -tJ 7
ADDRESS
10 -
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"'--L_n,...r .nr., t""lJ....,
.. .r,..",.... 1""I.r"'."'I I""lll._~___
. -
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I
Side 1
--.J
15056052048
REV-1500 EX
Decedent's Name:
RECAPITULATION
1. Real estate (Schedule A).
2. Stocks and Bonds (Schedule B) . . .
.......................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . .
. ... ....... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . . . 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::> Separate Billing Requested.. . . 7.
8. Total Gross Assets (total Lines 1-7). . .
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . .
. . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . .
. . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . .
. . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X.0_ . 15.
16. Amount of Line 14 taxable
at lineal rate X .0fl5 I. .. ~.'$Hil.<.:ko 16.
17.. Amount of Line 14 taxable
at sibling rate X.12 . 17.
18. Amount of Line 14 taxable
at collateral rate X .15 . 18.
19. TAX DUE. . . . . . . . . . . .
. . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056052048
Decedent's Social Security Number
I /0 Cf, <t D).f J.I
1.
8.
9
c:::>
15056052048
---l
REV-150o EX PafJl'l 3
File Number
Decedent's Complete Address:
DECEDENT'S NAME
----- r-::'Pl- 1" rL - ----J3r--11~u...G P_- ---.
STREETADDR~ /) ,
-- --'Tde--WDW5unA-'T{i~P-'1'W11_
~dJf- --- L15.8l1.w --- $..o_M___
C. A.M f>'
CITY
S1 E
ZIP
(1 D \l
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
~I ~/L1J.
, .."'"
____ ______ __~),_"'v__
------7-b-tf5. 00
- --- J-l-]. <:[3
Total Credits ( A + B + C ) (2)
~{)/~. ~ 3
3. Interest/Penalty if applicable
D. Interest
E. Penalty
---- -- - U_ Total Interest/Penally ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
, 5 tlt!J
D.fJO
I 510. H. q
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 IJ?""
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [id'
c. retain a reversionary interest; or...................................................................................................................... 0 [Ja-
d. receive the promise for life of either payments, benefits or care?..................................................................... 0 g--
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
. without receiving adequate consideration? .......................................................................................................... rn 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [B" 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [W 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 PS. S9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. S9116 (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 zero (0) percent [72 PS. s9116(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 four and one-half (4.5) percent, except as noted in
72 P.S. S9116(1.2) [72 PS. s9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. s9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV.150B EX + 12.B71
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
~ 0 l"f~ JLJv\\l-LE.~
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule Fl
~/-f~ - Db} 9
ITEM
NUMBER
J. M f\\...VERI\J
dl tI
~:3. " l
l+t "
'-< I'
DESCRIPTION
VALUE AT
DATE OF DEATH
feDf:,R.Al,-9WlIl1bS. ' K t=f DI30oUQ3
II It It #- ~lILfI:S'-ob
II tl II -.,J. ,~71y.\5-{/
, ~ II i if 7 J '1-' 5 - tJ r;'
u
141,?-\
7 b ,b~
J.. <'i 03 I b1
I HI a..$'1' t{ ~
II
J/ II -/fl.J{ CO If o'bW;b~3
Be.A)c r \( UU<. \ tS.s r\jt.e.. SHAfW
A.;{) Jf\ lot t:.S f{d..LERJ{~~;1J
qD~cr' Df
D pe:.Neo '7 ~ ll-~ b
Tvc..t<6TT (aU.Lrl T [(:.)
l
F, f'l,j\ \- ft::-N&iVI\J fl\.~ M.E'N"
&.
13DI bLf
TOTAL (Also enter on line 5, Recapitulation) $ ~
I bO
(Attach additional BY," X 11" sheets if more space is needed.)
REV.1509 EX+ 112.881
,
~
~.q::r'l.Jrl.
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SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE~ ......... _\J (). 0 tJJ .
t:: ~ 'l/l- L~R-
Joint tenant(s):
J FILE NUMBER
~I- /Jh- 6 b L1
~- ..
ADDRESS
-no ~ 1/ "t- p,e \\)6
LEW1~~t;P~ i{nJ7?3q
~ J b ;;;;~lXJ A~ f DAD
0eW-I;(<5v l LL{; J ~I J 9;<-(bD
RELATIONSHIP TO DECEDENT
NAME
A. SrH\~otJ t")i)Q{f;I/
P A. iA6 HTE 1<-
B. J t\~60 L M,U-E-{Z 0R
G~rJ
C.
Jointly-owned property:
1.
DATE
MADE
JOINT
DESCRIPTION OF PROPERTY
TOTAL VALUE DECO'S DOLLAR VALUE OF
OF ASSET % INT. DECEDENT'S INTEREST
ITEM
NUMBE
A-t
'IN6~
i 1./, !> V 33
J../ /15
~ ( AtE
F tp f:flli L ~ ifl.\6..s
b3/Y,17 33!JJ
9-ilbt~J
~I
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed insert additional sheets of same size)
s
~ \ ~ \ . \~
REV-1510 EX. (1-97)
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
E. () t T \--\
84 r\,l L..LE;~
FILE NUMBER
~ -Df:,.~b lq
~
This schedule must be ccmpleted and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes_
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
~
Mt~~ rE I T Pit
A~~~"- No ~ 1 i I.f \ S" - 't 5"' MADe. JDi A1/
'D'-b- D5 W(It'i SHt\'P-i)N-rz<;-~e-T~~)
AND Jf\N.c,S MIL.L.G~ JR hlv) .
~ El\ee-P-S I Yr- FfDf;AA i- 6R-wrr- lINi /)/
ACL't>~rv f' tUe. ~71 L{ J 5"- ~ MA.06I..Jl>lN'T
it>- b-D~ ilhnl St{APC~ lOq,ry ~%I-/l ~I'
A Nfj) ~MCj, Nl/,.LER JfZ L);.)
ALLSiA-rf: Llff JNSU({'AlJcE t'o' -
IttRttiAScO /D--L--,ob. - AA.I/V~l[j
'fJ '/~f. AMD.uJl If j)D;,~O') ~ -
.--
fA 10 OrJ Of.IrrH Dr PtLtD~I'vT 10
5 H A ~ c)t) ~, 'IV (l,<.EIf (pA.'-i(.rCl ~~ )
~ N D Jf\t.tt: ~ t M I u.. eft rJ P- (E,c V
,~
%OF
DATE OF DEATH DECD'S
VALUE OF ASSET INTEREST
EXCLUSION
TAXABLE VALUE
9-9,610 I L5
:35lJf~(
10' I SJ.J, ilf
TOTAL (Also enter on line 7, Recapitulation) $ 1(.,.5 Slfb.'1.)
(If more space is needed, insert additional sheets of the same size)
3 5J, D'3 ~ IS- I Do
I::.Mo
35 04- ~. cl Ie. t /)D
ct () ()
IDI15~3.,L~ ~
o Ou
ESTATE OF
ITEM
NUMBER
A.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
C.D \",b{
13 . 1"'\ H- \.. €. R
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1.
FUNERAL EX~Et:iSES: Li
"" ~ t,\ t;. rEA. bP,b rJUifp
1.
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
2.
Name 01 Personal Representative(s)
Social Security Number(s)/EIN Number 01 Personal Representative(s)
Street Address
City
State ~ Zip
Year(s) Commission Paid:
Attorney Fees
3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation)
4.
Claimant
Street Address
City
State ~ Zip
Relationship 01 Claimant to Decedent
5. Accountant's Fees
Probate Fees
7.
6. Tax Return Preparer's Fees
~
q.
1 e.
II
"OOlniH\lAJ,.. D5AnJ
~etOl-~ 1U..'ftS1N G;
'\1EIt\ T ^fAc MeOL<:A.s..
1- p\#.Ne/1'"\
Co "f\\(J Hu",,- F t ICe C;;. A/'1.61..\ l-ANG&
c~ ~T IJ~JC,'\1' LfS
tit:. '" ~
G'~p
FILE NUMBER
~1""6~ -~l'l
AMOUNT
-,S1. h.3
O../JO
I tit's ti)
. O~{)t)
~.c~O
bSas. 4 b
Sit,O]
3 " , t..-f
61... 1.. V'
TOTAL (Also enter on line 9, Recapitulation) $ ~'(ltJIA.If'P 0))
(II more space is needed, insert additional sheets 01 the same size) If; x,\.hg L r f\
I'L
1:3
It-t
17
Ib
17.
rr{
'4
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") 3.
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()L. -
~7.
~).
j. ,.
EO~T~
se ~ sO l\.L..[
(C~rVTlt0\A.EO )
H
6. M.LLL~(<.
~I- 6b-Db['f
C.HE.c..K.S
SeIOl...C
Fc>~ .f:.6~Te.
NIA:R.7\/UG Hb"""~
/1 u...o v---trJ t
'f.qS-
Jb~I.17
~lt. 1.;3
Q.. 'f .5 =l
1.11:.
~1-~.57
"5~ crt
~fJO ,oU
bY, lJ :l.
31.17
31 I l '-f
1{6.s J
II
H
It
II
I.
.1
f}$SOGIATE:'D C~~IDWJ(;t61S
ftt ~ S(c'Ii\.r.>!j Rctt-A&
W f3:,!Jr S1tt>~ e.,v..$
OAu~D s, ~A.{?JOI~N , t..-fl1-
tu Nf'Vo-R.., R\-(. HAs S~( , I\T1$
q u.A.A)r~11. IMA6lfJ G .-
~61~H.i fJ~f\$ltJ ~ HOfi\.G
S cu:H.e fJ~{.). f7 IV r.:. Ii Ott
HliL1 5f\ 12. \ r- t/o':1PI11\L
StSel~kE: ~ _
S~(lJ7lrJa - AOl>~,lGt jS.5iATD
~~e,e'lt\.,fWO LGGI\L. (2cCOf-D ADJJ~'nss ~7flTB
~€bV:f~(.t ~ f HI Il..L-S "{,lC flUfityl-UWcl1^"J. ~
t I k II RCS~t:.- Fl L':;' (?e;u..zr\SEr
p.. Jl'O{l tUfrJ S c. v r -r S;;; f\. Ru..q.\
-
'f "7 /J J~K)
1 37,():'
7.!;ji/> C)
1.5,cJD
is /) (j
;}...5D~ 00
'/iT^l-' ,~.~rq
-r .1>f11('6 I r A
,REV-1513,EX+ (9-00.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
EOl'
NUMBER
I
FILE NUMBER
-0
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
5-' rH~~DN --r;;c.k' E,r
'll[b Sl= '17-
~. J A-I"\Gg ~,MlL..L..t:1<- J fZ..
11 b THOlLSAtJO At P e: {CoA. 0
6tLL-2(lS III L~C . ~_ - I ~~b 0
1.
OActf, L-rrf fZ
5?.v
AMOUNT OR SHARE
OF ESTATE
5D'Z ---
50 ~ -
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II 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.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
MALVERN FEDERAL SAVINGS BANK
SINCE 1887
42 E. Lancaster Avenue, P.O. Box 485, Paoli, Pennsylvania 19301-0485
(610) 644-9400 FAX (610) 251-9276
www.malvemfederal.com
August 5, 2006
Robert E. Myers
Attorney at Law
100 York Rd
New Cumberland, Pa 17070
RE: Edith Bond Miller, deceased
Mrs Miller had the following accounts at Malvern
Federal Savings Bank.
Savings #010130486 opened as a joint account with
James Miller Sr. on 6-6-97. This account was changed
to a joint account with Sharon Tocket and James Miller
on 2-1-99. The date of death balance was $14.54.
Checking # 013001193 opened on 1-30-87 as a joint
account with James Sr. It was changes to an indivual
account on 4-2-99. The date of death balance was $141.21.
CD # 016676336 opened on 5-7-02 as a joint account with
James Miller, Jr. and Sharon Tocket. The date of death
balance wa~ $6,348.87.
IRA CD # 016656263 opened as a retirement account on
8-11-86. The beneficia1ts are James Miller, Jr. and
Sharon Tocket. The date of death balance was $9,059.01.
All the balances include interest to date of death.
All the accounts are now closed. There are no other
accounts at this bank foe Edith Bond Miller.
Mary McCarty, Customer Service Paoli
MALVERN
(610) 647-7944
1 (Xl W. King Street
BERWYN
(610) 251-9585
650 Lancaster Avenue
LOAN SERVICING
(610) 695-3682
P.o. Box 556
Berwyn, PA 19312-0556
EXTON
(610) 363-1700
Routes 30 & 100
COVENTRY
(610) 469-6201
Routes 23 & I {)()
LlONVILLE
(610) 594-6400
Rt. #113 & w. Devon Dr.
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint O,,'mer
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Estate of: EDITH B. MILLER
Date of Death: 06/06/2006
Social Security Number: 169-18-0374
~lm
MEMBERS 1st
FEDERAL CREDIT UNION
271415 -00
09/13/2005
$76.41
$.24
$76.65
None
271415 -11
09/13/2005
$2,803.59
$.08
$2,803.67
None
271415 -05
09/16/2005
$14,283.92
$5.50
$14,289.42
None
271415 -45
1 0/06/2005
$35,000.00
$30.15
$35,030.15
Sharon E. Tocket
James E. Miller Jr.
271415 -46
10/06/2005
$35,000.00
$42.96
005,042.96
Sharon E. Tocket
James E. Miller Jr
~;.l/I.oi}.Ab
1dMBER~ 1ST F~E~L CREDIT UNION
?'/tl(t( t2' a:f::J
o nise A. Wolfe
Insurance Services Su rvisor
August 9, 2006
5000 Louise Drive. Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
WILL of Edith B Miller
.
I, Edith B Miller, of Chester County, Pennsylvania, declare that this
is my will. I revoke all prior wills and codicils.
ARTICLE ONE.
DECLARATIONS CONCERNING FAMILY AND PROPERTY
1.1 Family. I am not married.
My children are James E Miller, Jr. born 5/2/1947 and Sharon E Tocket
born 9/28/1951.
I intentionally leave nothing to anyone else claiming to be a child
of mine regardless of the validity of their claim.
1.2 P.rsona~ Wishes. It is my desire that my executor follow any
written directions left with this will regarding memorial services.
My remains shall be buried and under no circumstances shall my
remains be embalmed.
ARTICLE TWO
GIFTS OF PROPERTY
2.1 Tanq1b~e Personal Property.
I give my Wedding rings and general jewelry to Sharon Tocket.
I give my Garnet/diamond ring to Ada Miller.
I direct my executor to distribute the balance of my tangible
personal property to my child James E. Miller, Jr. and my child
Sharon E. Tocket in equal shares. If any of the beneficiaries do not
survive me for 30 days then their share shall lapse.
I may also leave a non-testamentary letter addressed to the executor
requesting that certain of my personal possessions be delivered to
named individuals. Although such letter shall not be interpreted as a
testamentary writing, I request that my beneficiaries and executor
carry out the requests made in the letter. If a minor child is to
receive personal propert~ it may be delivered to the child or their
guardian or parent as the executor sees fit.
2.2 Residue of Estate. I leave the residue of my estate to my child
James E. Miller, Jr. and my child Sharon E. Tocket by right of
representation.
- Page 1 -
If my executor determines that a beneficiary's share can be retained
for their benefit in a Uniform Transfers to Minor's Act (U~MA) Trust,
then the executor shall distribute the beneficiary's share to the
executor as custodian under the act to hold said share until the
maximum age allowed by law.
ARTICLE THREE..
APPOINT.MENT OF FIDUCIARIES
3.1 Executor. I nominate Sharon E. Tocket to act as my executor. If
Sharon E. Tocket cannot serve then James E. Miller, Jr. is to serve
as the executor of my will.
No bond shall be required of any executor under this will.
3.2. Executor's Authority. In addition to any powers and elective
rights conferred by statute or federal law or by other provisions of
this will, I grant my executor the authority to administer my estate
under any procedure for informal or unsupervised administration, or
any other available procedure for avoidance of administration or
reduction of its burdens.
On ~U4~ II
(date)
this document and
20!6'at fJ~L ,,~~44""" I hereby sign
(town nd sate)
declare it to be my will.
~u '/~:iJPrJ
Edith B Miller
This document (consisting of ___ pages including this one) was signed
and declared to be her will by Edith B Miller in our joint presence.
At her request, in her presence, and in the presence of each other,
we hereby sign as witnesses to the execution of this will, believing
that she is of sound mind and under no undue influence. Each of us
observed the signing of this will by Edith B Miller and each other
subscribing witness and knows that each signature is the true
signature of the person whose name was signed. Each of us is now more
than eighteen years of age and a competent witness and resides at the
address set forth after our name.
We declare under penalty of perjury that the foregoing is true and
correct and that this declaration was executed on
~~/;;chJor, at
(date)
A~~'
( town)
,/A-
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~l7fY,t#Ml4- '
(state)
( C~{) n it;~ ,residing at
(wffn~s~~re)
-r:; ~,.('~ J C-(J/\A. 0 residing at
(witness signature)
t: $1} / ,# Ii
,
(town and state)
E~fj,/4
(town and state)
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.
.
WILL AFFIDAVIT for the WILL of Edi'th B Miller
State of a/JIVYhtM4f- .
County of ~~_
I, the undersigned,
and
~d- ~~
(Print name of Witness)
an officer authorized to
1!r~b-'
( rint name of
administer oaths,
certify that Edith B Miller,
Witness)
the witnesses, whose names are signed to the attached or foregoing
instrument and whose signatures appear below, having appeared
together before me and having been first duly sworn, each then
declared to me that:
1) the attached or foregoing instrument is the last will of the
testator;
2) the testator willingly and voluntarily declared, signed and
executed the will in the presence of the witnesses;
3) the wi~nesses signed the will upon request by the testator, in the
presence and hearing of the testator, and in the presence of each
other;
4) to the best knowledge of each witness the testator was, at that
time of the signing, of the age of majority (or otherwise legally
competent to make a will), of sound mind, and under no constraint or
undue influence; and.
5) each witness was and is competent, and of the proper age to
witness a will.
f'd;:L /3. ~
Testator:
Witness:
~r signature)
c.. /~ . (Witness signature)
~ /~I/
Address:
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.
.
.
"
"111~._"~~_""~"''''''''''''''''''__''',_~"",;"",,,,
. . --"----l' fl
W~tness: A./lU'..L..- LO/};(~
C. j. (Wi tness
Address: G-"/UJ/J. #.4-
. ,
signature)
.
Subscribed, sworn and acknowledged before.me, ~~4~~~h.(
a Notary Public, by
Edith B Miller, the testator, and by
-f" ~"/LL · and ~<l . ~
the witnesses, this /? day of ~td
, 2005"'.
c
NSYLVANIA
Signed:
Naarial Seal
Jerrier L RalleItQ, NoIaJy PublIc
TredyIfr1n Twp., 01ester Cou1Iy
My CommlssIon Expires Dec. 6, 2WI
Member, Pennsylvania Association Of Notaries
(Official Cap
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