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HomeMy WebLinkAbout94-00130 PETITION FOR PROBATE and GRANT OF LETTERS 21-94 /30 Estate of ALVERUA G. MILLER also known as No. To: Regisler of Wills for the Deceased. County of CUMBERLAND in the SocIal Security No. 167-32-0957 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the lasl will of Ihe above decedent, daled MARCH 20 aad:~KdatJ:lt named , 19..!!l- (SIBte releYant circumstances. e.g. renunciation. death of executor, elc.) Decendenl was domiciled at death in Cumberland County, Pennsylvania, wilh h er last family or principal residence at 770 S. Hanover Street. Carlisle. PA 770 S. Hanover Street. Carlisle, PA 17013. Borough of Carlisle (list streel. number and rnuncipalhy) Decendent, then 91 years oiage, died January 12 ,19 94 at The Alliance Home. 770 S. Hanover Street. Carlisle, PA 17013 . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopled after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent al death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 19.800.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal properly in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codieil(s) presented herewith and the grant of lelters Testamentary (testamentarYi administration c.t.a.: administration d.b.n.c.t.B.) theron. ~ H 'C_ .- . ~'" ",. e 'g.g d'- -:;;-CE ..,.~ EO ~ e " in 0,cL, / Ro e . Irwin et Street Carlisle, PA 1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } I:lS COUNTY OJI CUM!lERLAND The petitioner!s) above. named swear(s) or affirm!s) that the statements in the foregoing petition are true and corrcetto the best of the knowledge and belief of petilioner!s) and thaI as personal represen. tative!s) of the above decedenl pelilioner!s) will well and truly administedK:th . estate according to law. r1' 1> ' Sworn to or affirmeoT,and SUbSCribe. d ~ /~, . before me this 7 H day of ROG R B. IRIHN .. 71}~ilJJ~L~fuiJ~ . I MA C. LEWIS Re~lSIer . 01: 21 - 94 - 130 , on I.Cl :0 <=10 ::Om 30' ~-, mn (' , . () 'TI " \T1 en I -J " ., ...... ~~' iii ~ b:. )>~ Ie ,<:)0- ~ --- .. : ~ '. . ..' .. 0'1 -:=0;{ '0 :'f "Cl: ~~ ~ ',:1 Er ) >-) /; :-;: ) ,", r-. -, 1 ...., -, OJ " ;,::) "'" w 1:, 'i:l 1.1- '~l .- ,,D 0 '~.,' 0'" P\ ;::1: Wa: .!!!::;! a: UU ) ~ . ~ ..... I- ~ :r ii Cl .. zh ~ ~ ~ Uz ~ ~ ~.~ ~ ~~ilIn '^ ~Z ~.~ ~~~[~ ~j ~ ~ ~ i ~ g - . ~ ~ - ~ I!: [it i-1 i-1 H :?: . " co: (:1 !l:: [it ~ co: ..." .. G N ~ ~ g ~ . Z · ~ ~ ~ cD > ~ . Z ;: ~ E . iii ~ . J OC ~ . . , ' ,.. '..',. unadministered, I nominate and appoint Donald A. Miller, as substitute executor, also to serve as such without bond, with the same powers as are given herein to my executor. 5. I hereby suggest that my personal representative retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 20th day of March, 1987. OO~Aa ~, ~OOh' (SEAL) ALVERDAG. ~ILL'ER-~~ Signed, sealed, pub 1 i shed and declared by Alverda G. Miller, the testatrix above named, as and for her last wi 11 and testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. {~~.o~ J.. ~~~d- yf-hu hhf ,-:f~4.-ib.i;1j"H/ - /::;; " , ~' CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ALVERDA G. KILLER Date of Death: 01-12-94 Will No. Admin. No. 21-94-130 To the Register: I certify that notice of beneficial interest required by Ru Ie 5.6 (a I of the Orphans' Court :Rules was served on or mailed to the following beneficiaries of .the above-captioned estate on : ~ Address 'DT 1i'A~V C:RR A'l'TAMum 5iIlEET Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 03-let -94 '3, do... . Irvin, Esquire Address 60 West POJBfret Street r'-- ':,:C '- If.\ 0 " "u... (, C'. "~7 ~ f::l: ~~ : U .;:.t c: (~) w: a: 9' ~2 ~ UU Carlisle. PA 17013 Telephone (717) 249-2353 Capacity: x Personal Representative x Counsel for personal representati ve - . -- .~... CUMBERLAND A 01/12/94 REMARKS mWIN,lRWI N I m TOTAL AMOUNT PAID .1,197.81> PB , ' -------------------------------~1 I RECEIVED FROM: E3 m AMOUNT IRWIN ROGER B bO W POMFRET SHeEET 101 $I,19'1.8b CARLISLE PA 17013 ,OtDHflf ESTATE INFORMATION: E:'I I NUM R III 21-1994-0130 !IJ F DECEDENT (lASTI ~ MILLER ALVERDA G I!I AYMrNT iii 04/12/94 B MA A SSN 167-32-0957 fiRST) (MI u &MCKNIGIH ,AllVS REGISTER OF WILLS _ " I RECEIVED BY ) J 1'1.'11,' ,-. '" ,: 1 , ~-tJ). I) "9~'TUH, \J ;;1: , MARY C. LEWIS V,-,-~~,j,rr'):1... REGISTER OF WILLS ~ SEAL CHECKlI7736 ___ ._'M __._ __ ___~ __ __' - ~~"",,,,,,, \ Alverda G. Miller deceased I 0'1' 1. Irrevocable Truat Agreement for Prearranged Funeral with Microdata Sye tems, Inc. . . . . . . . . . . . . . . . . . . . C . . . . . . . t . . . t. 4,528 00 2. The Christian and Missionary Alliance Fellowship Fund payments for January and February. . . .' . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 546 44 3. Dauphin Depoait Bank - Checking Account 00060236167 opened 10-17-78 in the decedent's name alone. Date of Denth Value. . . . . . . . . . . . . . . . . . . . . . . . . . .. 10,148 08 4. Edward D. Jonea - All accounts in the decedent's name alone and opened 02-01-91 - 4000 Cornerstone Mtg. Servo 26A-Al 9% due 03-30-20. Date of Death Value. 1000 Federal Home Loan Servo 1035-G .8.85% due 01-15-21. Date of Death Value . . . . . .' . . . . . . . . . . . . . . . . . . . . . . . . 3,960 00 1,000 00 1,000 00 8.113 83 1,698, 56 7 10 1000 Federal National Mtg. 1991-15 CLKK 8.75% due 02-25-21. Date of Death Value . . . . . . . Daily Pasaport Cash Trust. . . . . . . . 5.' The Alliance Home - Refund for Overpayment. 6. United Telephone - Refund . . . . . . . . . 31,002 01 r,. c, J~ ~..... .... .:-: ,~,... '" '.) ,:, \;)"'. cr:'- '...,. ;"J; J -" "- ,:, U{) COMMONWEALTH OF PENNSYLVANIA , COUNTY OF CUMIERLAND } UI RORer B. Irwin b.ing duly sworn according to I.w, d,po"l and "YI th.t h. is the executor of tho Est.t. of Alverda G. Miller ' I.t. of -t.ItIL~Q!:QJ~gp, of S_l!!;:Ul!!!L.._,_ , Cumb.rl.nd County, P.., d.c....d .nd thet tho within 'I. an Inv.ntory made by RORer B. Irwin , tho IOld executor of the .ntlr. ..tate of lOid d.c.dent, conliltlng of all tho p.rson.1 property and rool ,"et., IXC.pt rool ,"et. oullld. tho Commonwulth of Pennlylvlnie, and thlt tho figure. opposite e.ch It.m of the Inv.ntory r.pre..nt It'. felr volu. "' of the dlta of decedent'l death. Sworn and .ublcribed before me, I ~ J:!. 19 94 Roger B. e..cutor. ~ L Pd;::i A M;;i':~"I;, 'tk;:my pubric ; ::1i1,s:i: nom. Cwnbm1nnd Coon . .'~'I(;crmnissjOll Expk~s[)(x-;. 15. 1~ 6 MUlnber, PennsyJvarJaA&sociation 01 No OS Carlisle. Pennsvlvania 17013 Acldr... Oat. of Duth 12 Doy 01 Month 94 Y.lr INSTRUCTIONS I. An Inventory mUlt be filed within three monthl after oppointment of p.rsonal r'pr..entativ.. 2. A luppl.ment inventory mull be filed within thirty daYI of dilcovery of Iddltlonal ....... ' 3.. Additione'lhee" may b. attached II to perlonalty or realty 4. Se. Articl. IV, Fiduciari.. Act of 1949. III M III ... .. M .,; .c ~ " " ... w 0:: co M ~ a: ... l>.l U " ::i 0 w ~ o-l .. l:l .., 0. o-l ... u . u ... 0 II> '"' 0 " '" :0: :- ~ M g w Q I a: w :0: :. ,~ :I: 0. .c . 04 E ... '" ... ... u. . " 0 I Z ... -' ~ 0 0 = ... ...:1: . .... W 0 < 0 i- ~< oQ N > 0:: < " Z ~ 0 c " ~ 0 Q '" " '"' III on Z l>.l <3 0 0 a: > III ... Z w < :;;l .c l:l 01: 0. .. ... .. c ~ ... " -.: 0 " '"' ... ... oM " E . 0 . " it 0 oJ " .U '. ... i lil ~ c ~ :( ~<~}" ~.;'~....,Jh COMMONWEALTH OF PENNSYlVANI" DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 AM . I . A /1- / f9-/3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 'EV,llllO EX+ IIMII ~~ "'.. "'0 oz u2 z o ~ '~ ... ~ '" z' o ~ :IE 8 S ..j 21 COUNTY CODE M The Alliance Home 770 South Hanover Street Carlisle, PA 17013 eo" Cumberland o 3, Remainder Relu,n (la, dol.. of death pria, 10 12.13-821 ' o 5, Federal E'lale To. Relu,n ,Roqulred - 8, T 0101 Number of Sale Depa.11 Ba.OI MI INIIA MILLER, ALVERDA G. IAL Sf URI NUMBER DA DAH DA BIRTH 167-32-0957 01-12-94 06-28-1902 ~ ~~l:! ~...~ z2..... u..... ... C Ii1Il, O,lginal Retu,n fORDAlUOFDlATNAmRI2t3119t CH~HI" IF A SPOUSAL ' POVIRTY CRIDIT IS CIAIMID 0 flU NUMBII 94 YEAR 130 NUMBER o 2, Supplemental Retu,n D 4. limited Eltat. 0 40. Future Intorest Compromise (la, dot.. of death aher 12.12.82) o 6. Decedent Died Testate 0 7. Decedent Mainlained D LiYing Trult (AHach copy 01 Will) (AHach copy 01 T ,uII) AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD III DlRECTEDTOI';:'0:~~~'(':\:~i'}\;; \:?ll1il~~ "'\ AM MPLE E MAILING ADDRESS Irwin, Irwin & McKni ht l H N NUMB R 249-2353 60 West Pomfret Street Carlisle, PA 17013 16.928.18 8,609.99 (10) 1.376.82 1. Real E'tale (Schedule A) ( 1) 2. Slack. and Band. (Schedule B) ( 2) 14.073.83 3, Clallly Held StacklPartne"hip InlerOlI (Schedule q, (3)_ 4, MartgagOl and NolO, Receivable (Schedule D) ( 4) 5. Ca.h, Bank Depa.II' & Mi.cellaneau, Pe"anal P,aperty( 5) (Schedule E) 6, Jainlly Owned P,aperty (Schedule F) ( 6) 7. T,a..le" (Schedule G) (Schedule l) ( 7) 8, Total G,all Allet. (Iolollln.. 1.7) 9. Funeral Expenses, AdministfDlive Costs, Miscellaneous ( 9) E.pe..OI (Schedule H) 10, Debl., MartsaBe Uabiliti.., Ue.. (Schedule I) II. Ta'al Deduction. (talallln.. 9 & 10) 12, Net Volue 01 E.lal, (line 8 minu, line 11) 13, Cha,llable and Governmenla' Bequ..t. (Schedule J) 14, Net Value Subject 10 To. Oine 12 minu.line 13) 15, Amaun' 01 line 14la.able 01 6% 'ale (Include va'ue. from Schedule K a' Schedule M,I 16. Amaunl of line 14 ta.able at 15% role (Include valu.. from Schedule K or Schedule M,) 17, Prindpalta. due (Add 10. from line 15 and from line 16,1 18. Crodil. Spousal Poverty Credit Prior Paym.nt. + + 19, If line 18 it grealer than I'ne 17, .nler the dlfferenco an line 19, Thl. i. tho OVERPAYMENT. aO...:r.r.I!'aI.follh....AOJ:.I............1.J.Y-..,......flollllr.r..-:I...1.1'1....~'.u~I.I...','.:I.I. 20. If line 17 i. s,.al.' than line lB, .nter the difference an line 20, Thi." Ihe TAX DUE. A. Ent., the int.r,", on the balance due 011 lin. 20A. B. Enter tho total 01 IIn. 20 and 204 ..line 20B, Thi. it the BALANCE DUE, Mak. Chock Pa,able la, R.,...., a' Will., A,.., ! .... III SURE TO ANSWB AU OUES11ONS ON RMRSI SIDE AND TO RECHECK MATH." ;'Y'~"k '!'i~?;'!~;'~,,! Undt, penahiel of P:erlury. I dtdor. thol t hove ellamined this return. induding accompanying Kh.dul.. or.d .fat.mlnh., ond to the b.$, of lilY knowledg. oftd btlitf, It h trw, CCNTKt Dnd c.ompl.t.. I deodar. fhat oQ ,", ,nott hos been r'poc1.d at INI mo,...., vol",.. o.darotion of pr.orer other than the ptraonal ,.,...ntotivt I.. IHINd Oft 011 'nformolif,)1\ of which prepare' has Dny kfto..s.dg.. _ATU~"l>ON .mON'"lI 10. rtl~G mUlN ADot'" DAII (//1 -3, ~ 60 West Pomfret Street Carlisle PA 17013 04- H A I DAn: rvc (15) 21.015.20 (16)_ Di,count 5% Intere.t ( 8) 31,002.01 (11) (12) (13) (14) 9,986.81 21,015.20 )( .06. 21.015.20 1.260.91 x ,15 a (17) (181 (19) 63.05 (20) (20A) (20B) 1.197.86 1.197.86 -94 o West Pomfret Street. Carlisle. PA 17013 04- -94 , . 'PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, ....................................... X b. retain the right to designate who shall use the property transferred or its income, x c. retain 0 reversionary interest or .................................................................... X d. receive the promise for life of either payments, benefits or care~ ....................... X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration~ If death occurred after December 12, 1982, did decedent transfer property within one year of I,., death without receiving adequate consideration~ ................................................. X i~;-,.3. Did decedent own an 'in trust for' bClnk account at his or her deathL.................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Q.. - l.~ ,'0 . ~:: \..! '0 " (': r" , OJ C)CC ""J" 1:": 0: r-T) ~:J uu .""-'.'. Il~UIIU+P"'1 ITEM NUMBER A. . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RUIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Alverda G. Miller 21-94-130 AMOUNT .,;, :~1~. '.:fr. ;I~ '.& DESCRIPTION 1, Funoral Expon.o., Hoffman-Roth Funeral Home, Inc. . 4,364;00 941.99 2. Rolling Green Cemetery - Memorial B. Admlnl.tratlve Ca.lI. .., Co 1, 2. 3, ... 5. 6. 7. 8. 1. Personal Representative Commissions Roger B. Irwin. Social Security Number 01 Penonal Represontative: Year Commissions paid 1,600.00 .-. . ..:... . . . 2, ""ornay Fe.. - Irwin, Irwin & McKnight 1,600.00 . . . . . . . . . . . . . . 3, Family Exemption Claimant Address 01 Claimant at decedent's death Street Address City State Zip Code Relationship P~ba~Fees - Letters Testamentary. . . . 67.00 . . . . . . . . . . MI..ollaneou. Expon.... Notary Fees . . . . . . . . . . 1.2.00 Register of Wills - Filing Fee. 25.00 TOTAL l"lso ontor an line 9, Rocx:pitvlattan) (If ...... opoce h ftHlI.d. In..rt oddltlonol .....11 of .._ a1u.) S 8.609.99 ItfV,IJ1,UiI2.l71 'I\'~"'. If'. , -, COMMONW(AlfH o. ,tNt'lSnVANI.t. IHHfltnANCI fAit InUIH ItUID.Nf DleIDIH' - SCHEDULE J BENEFICIARIES ESTATE OF Alverda G. Miller ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxabl. Bequelll: 1. Rev. Donald A. Miller 8552 Lloyd Drive St. Louis, Missouri 63114 2. Dr. William M. Miller 130 Bisenyne Way Folsom. California 95670 3. G. Verner Mi,ller 7007 Altair Parkway Sacramento, California 95823 4. Jessie Alverda Weatlund 6279 West 210 North Anderson. Indiana 46011 5. Deborah Ann Bellevue 90 Howard Street West Bridgewater, Massachusetts 02379 6. Douglas Gerald Welbourn 9 Village Circle Mendham, New Jersey 07945 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitabl. and Governmentol 8.qu.sh: 1. TOTAL CHARITABLE AND GOYERNMENTAllEQUESTS IAI.o ....r o.li.. 13, R.copi'ulotio.) S (II -. _. I, _d.d, I...rt .ddl'lo..1 "'.." .f ,."'. ,I..) AMOUNT OR SHARE OF ESTATE . tl -/~ -crl{ CotltClHWf:ALTH OF PENNSYLVANIA IlEPARTIlENT Of RfVElLIE IlMEAU OF' INDIVIDUAL TAXES II[pT. t6a.n twtRUIURQ, PI 17121"0601 ILl -/~7 (t) NOTICE OF INHERITANCE TAX A~~RAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ACN 10 1 DATE 08-22-94 FILE NO. 01-12-94 COUNTY CUMBERLAND NOTE. TO INSURE ~RO~ER CREDIT TO YOUR ACCOUNT, SUBHIT THE U~~ER ~ORTIOH OF THIS FORH WITH VOURTAX ~AVHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A..oot R..itted CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEWi5'4-i"!iC-AFP-mf:9ij--iiiiYicr"!iF-i:NHEiiii'ANCifYlix"APiiiiA-miiEiir,--ALi."ciwAiicfiflin--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ' ESTATE OF HILLER ALVERDA G FILE NO. 21 94-0130 ACN 101 DATI! 08-22-94 TAX RETURN WAS. e X I ACCEPTED AS FILED I I CHANGED , RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. ISohedul. Al III 2, stook. _ Bond. e_1o BI 121 S. Cl...lll Held Stook/Partnorohlp Int.r..t ISch.....1o CI 151 4. Hort_./Not.. a....Iv...1o ISc:heclul. DI t41 5, C.oh/Bonk D....lt.,"I... ~.r.on.l ~r...rty ISohodul. EI (51 6. Jointly Owned Property eSoh.dul. FI e61 7, TrOll.f... eSc:heclul. GI, 171 e. Total A...t. .00 14.073.83 ,DO .00 16.928.18 .00 .00 III 31,002.01 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funar.l EKPOn.../Adolnl.tr.tl.. C..t., HI...11_. EKpon... tSoheclul. HI e91 8.609.99 10, DobhlNort_ LI...IUU../LI.... eSchedul. II nOI 1.376,82 11. T.t.l DeduoUon. n1l 12. Hot V.lue .f Tax R.turn tl21 IS. Charlt...l./Go..moont.l Soquo.t. eSohedul. JI elSI 14. Hot V.lue .f Eot.t. _Joet t. Ta. 1141 NOTE I If.n ........nt w.. 1..u.d pr.v1ou.ly, 11n.. 14, 15 .nd/or 16 .nd 17 will rlfl.ct f1gur.. th.t 1nclud. th. tot.l of ~ r.turn. .......d to d.t.. ASSESSMENT OF TAX: 11. "-'nt .f L1no 14 tax"'l. .t 6X r.t. 16. ~t .f Llno 14 t",,"'l. at 15X r.t. 17. ,~rlncl...1 T.. Due TAX CREDnSI ~AYIlENT DATE 9,986.81 21,015,20 .00 21,015.20 IUI 1161 21.015,20 X.D6' .00 X,15 . 1171 1.260.91 .00 1.260.91 RECEIPT tIUHIER DISCOUNT It I INTEREST (-, AllOUNT ~AID 04-12-94 885955 63.05 1,197.86 TOTAL TAX CREDn BALANCE OF TAX DUE INTEREST TOTAL DUE 1,260.91 ,00 .00 .00 · IF PAtD AmI DATE INDICATED. SEE REVERSE FOR CALCULATIOlI OF ADDITIClIlAL INTEREST. t IF TOTAL DUE IS LEU THAN n, NIl PAYIlENT II REQUIRED. IF TOTAl. DUE IS REFLECTED AS A "CREDIT" tCRI. YOU HA' IE DUI A REFUND. SfE lEVERSI' SIDE Of THII FaIN Faa INSTIUCTlDIIS.1