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OATH OF PERSONAL REPRESENTATIVE
COMMONWI~ALTH OF PENNSYLVANIA
COUNTY 01<' CUMBERLAND
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The petltloner(ll) above-named swear(s) or arnrm(s) that the
statements In the foregoing petition are true and comctto the best
of the knowledge and belief of pelhloner(ll) and that as personal
representatlv~) of the above decedent pethloner(tl will well and
truly administer the estate according to law.
Sworn to. or arnrmed ~ subscribed {C;PAAV~' ?Jfw./~
before me thb 2 day..of .
A~GUST , I 90 .'
1/Jt',A ri~;t^ ~o~_<R-?n t,?'J1 C l'
(/ M . L: WIS Register (' (
No. 21 - 95 - 640
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW AUGUST 28. 19~, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Jean R. Hel fric'h
Is/~ntltled to Letters of Admlnlmatlon, and in accord whh such finding, Lelters of Administration
are hereby granted to Jean R. Helfric"h
wr:Jr,
quire
Estate of
ROBERT I. MILLER
ATTORNEY (Sup. Ct. 1.0. No.)
549 Bridqe st. New Cumberland, PA
ADDRESS
(717) 774-1445
PHONE
Mailed lette~ and order to attorney on 8-28-95.
In the estate of
Robert I. Miller
.t..
FEES
Letters of Administration ..... S 70.00
Short Certificates( 3) .. . .. .. ... S ~ . 00
R I. S 10.00
eoupc atlon ................ s
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AUGUsr9!1t.L - S o4ygO
Flied ................ 1. ... A.D. 19_
PI<:TITION FOR GRANT en: LETTEltS 01' AIlMINISTltATION
Es/ate 0/ Robert I. Miller
also known as
Nn, _J22./- t::J5- (QLftJ
Tn:
ReglMer nf Wills fur the
Cnunly or Cumber land III lhe
COll1ll1ollwcallh of Pcnnsylvanla
The petlllon of the underslgncd respectfully represcnls thaI:
Your petltloner(.), who Is/OCR 18 years of agc or oldcr, apPlies
for letters of admlnlstrallon
on the estate of
(d,b.n.; pendente IIlcj durante ablentla; duranle n\inurllaIC)
the above decedent.
Decendenl was domiciled al dealh In Cumberland County, Pennsylvania, wllh
~ is lasl family or principal resldcncc al 517 Park Ave. New Cumberland. PA.
(lbl "recl, number and municipality)
Decendenl,lhen 67 ycars of age, died Auqust 5
at pp.JU"!h RAlt NnrRing Hnmp
,19 95
Decendent al dcath owned property with cstlmalcd values as folUows:
(If domiciled in Po.) All personal propert)'
(If not domiciled In Pa.) Personal property In Pcnnsylvanla
(If not domiciled In Pa.) Personal properl)' In County
Value of real estate In Pennsylvania
situated as follows:
S 40.000.00
S
S
S
Petltloner_ after a proper search halO.- asccrtalncd that deccdcntlcft no will and was survived by
the followlnll spousc (If any) and heirs:
Name
Relallonshlp
__Ft-
Resldencc
Mnrg~n, ~n'nr~nn
'Pl~;lIq;llnt \1~pw ~n
~nn
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THEREFORE, pelltloner(s) rcspcclfully rcquest(s)
appropriate form to the underslgncd.
I,~
~R. Helfrich
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AUG 0 81995
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21 - 95 - 640
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21 - 95 - 640
RENUNCIATION
In Re Estate of
Robert I. Miller
deceased,
To the Resister of Wills of
cumberland
County, Pennsylvania,
The underslaned
sons
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Lellers
of Administration
be Issued to
Jean R. Helfrich 517 Park Ave. New Cumberland. PA 17070.
WITNESS
hand this
day of
. 19...2L.
r.
1Y..eJ ~, ?7~tl7'
Robert I. Miller, Jr.
(SIIn.llure)
state street
Ft. Morgan, CO
(Addr...)
a/1M{ 0 ~~
Allen -/J Killer
(SI,n.lure)
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Pleasant View Road
Hummelstown, PA
(Addr...)
(Slsn'lure)
(Address)
21 - 95 . 640
RENUNCIATION
In Re Estate of
Robert I. Miller
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania,
The undersigned
sister and brother
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Lellers
of Administration
Jean R. Helfricl:l
be Issued to
WITNESS
hand this
day of
,19_.
~ t ?1"'&,.
Erow E. Miller
(SlanllU,e)
204 Mike st.
Warner Robins, GA
(Add,ess)
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Donna L. Griff n
(Slsnl.u,e)
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3848 Cumberland parkway
Virginia Beach, VA
(Add,...)
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'.AW OPI'IOIlH
BAnDAHA SUMPLU.SUI.L1VAN
1140 UlllUOIl BTltllIlT
Nnw OUHllIlItI....HD, "IlHH8YI.vAHIA 17070.1001
"IIONIl."') "4'."'"
/'AX CU') .....7000 '
Aprj] 18, 1996
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Enclosed please find a revised Schedule F in the above-
captioned estate. Due to a calculation error in the preparation of
the Schedule, Item Number 1 value was inadvertently miswritten. It
lists $12,253.90 as the value of account #51-3005-9046. Item
Number 1 should have read $22.117.99. Since this is a jointly
titled account, this revises the total dollar value of ' decedent's
interest to $21,533.87.
, Per conversation with your office, due to the minor nature of
the error. a Supplemental Inheritance Tax Return would not be
required.
Should you have any questions, please,.con
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~rb.r. Sumpl'-Sulliv.,
BSS/tge (w)
Enclosure
cc: '~ary C;LewisiRegister of Wills
Jean Helfrich
I have recalculated the tax and per your instructions, I am
providing a check in the amount of $280.92, constituting additional
taxes owed, to the Register of Wills along with a copy of this
letter.
.-"...."
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PA De~a~tment of Revenue
Bureau 'of,. Individual Taxes
Inheritahce Tax Division - EXT
Dept. 28069),
Harrisburg;\:PA 17128-0601
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Attn: Mary Ann:"Fox
.l",.
Re: Estate of Robert I. Miller
No: 2195-0640
Dear Ms. Fox:
. .
I.AW OI'.'WUH
BAnDAHA SUMPLH.SULJ.IVAN
~"\llllll\lllll HTllI!IlT
Nnw ll\l~III\l1I1.ANIl. J'llIolIolHYI,VAIoIIA 17070.1001
1'1I1l1ol11 (ml ",\.,....
PAX 1'11) "..-,oru)
April 18, 1996
PA Department of Revenue
Bureau of Individual Taxes
Inheritance Tax Division - EXT
Dept. 280601
Harrisburg, PA 17128-0601
Attn: Mary Ann Fox
Re: Estate of Robert I. Miller
No: 2195-0640
Dear Ms. Fox:
Enclosed please find a revised Schedule F in the above-
captioned estate. Due to a calculation error in the preparation of
the Schedule, Item Number 1 value was inadvertently miswritten. It
lists $12,253.90 as the value of account #51-3005-9046. Item
Number 1 should have read $22.117.99. Since this is a jointly
titled account. this revises the total dollar value of decedent's
interest to $21,533.87.
Per conversation with your office, due to the minor nature of
the error, a Supplemental Inheritance Tax Return would not be
required.
I have recalculated the tax and per your instructions, I am
providing a check in the amount of $280.92, constituting additional
taxes owed, to the Register of Wills along with a copy of this
letter.
Should you have any questions, ct the undersigned.
/1
VerY. '21;;:f~.:l: /
/ ~/-
~ Barbara Sumple-Sullivan
BsS/tge (w)
Enclosure
cc: Mary C. Lewis. Register of Wills
Jean Helfrich
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(OM....(}I4WUUH 01 'IImUIVIoW'
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IUIPltjIIlHllll~1
SCHEDULE F
JOINTLY.OWNED PROPERTY
ISTAU 0'
Miller Rober I.
PILI NUMBER
_'_'"'___~___ ._'P 95-0640__
Joint ',non'l')'
NAMI
A'Jean R. Helfrich
ADDRESS
517 Park Avenue
New Cumberland, PA 17070
RELATIONSHIP TO DECED!!!!.-..
Sister
B.
C.
Jolntly.owned property.
ITEM LEnER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE' JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. 'A 2/72/94 m: Bnt
M:nay M:II:Ioal:
Fa:t. N:>: 51-3005-9046 22,117.99 50% 11,059.00
..
2 A 12/28/94 m: Bnt
M:nay M:II:Ioal:
Fa:t. N:>: 50-0003-7729 17,448.98 50% 8,724.49
3 A B/9/93 m: Bnt
Ch3:ldn;J
Fa:t. N:>: 51-4008-1597 3,500.76 50% 1,750.38
TOTAL (Also enter on line 6, Recapilulatlon) S 21 533.87
(If more space js needed insert additional sheets 01 some size)
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CERTIFICATION OF NOTICE UNDER RULE 5.6/al
Name of Decedentl Robert I. Miller
Date of Deathl 08-05-95
Will No. Admin. No. 1995-00640
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
seDtember 7. 1995 I
~ Address
Robert I. Miller, Jr., 16th & state st. Apt A, Fort Morgan, CO
Allen D. Miller. 147 Pleasantview Rd.. Hummelstown. PA
Notice has now been given to all persons e.~~itl d thereto under
Rule 5.6(a) except .'
Datel
I Signature
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NameBarbara SumDle-Sullivan. Esquire
Address 549 Bridqe st.
New cumberland. PA 17070
Telephone/71V 774-1445
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Capacity:
personal Representative
x Counsel for personal
representative
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~].,:~;,~'..:O,.8'.2.....2.'.8.2.: '.COMMONWEALT~ ,OF PENNSYLVANIA
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r~;'lr,j i~;I"" .," :.OPPICIAI. RICEIPT.. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED fROM,
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ACN
ASSESSMENT I!'
CONTROL 1;1
NUMBER
AMOUNT
I
SULLIVAN BARBARA SUMPLE
:549 BRIDGE STREET
lOi
.4:50.00
NEW CUMBERLAND, PA 17070
'OIDHflf
SSN 171-eO-S941
IfIRST) IMI)
REMARKS ~i IlELPRICH
m TOTAL AMOUNT PAID
REGISTER OF WILLS
\ '
RECEIVED BY
I ..-
MARY C. L WIS 6f;,'I".O(J,"1.
REGISTER OF WILLS t
.4:50.00
V~
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SEAL
CI1ECKlI 107
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RECEIVED FROM.
&
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ASSESSMENT I!'
CONTROL IiiI
NUMBER
AMOUNT
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SULLIVAN BARBARA SUMPLE
049 BRIDGE STREET
101
.49.60
Ii
UTATE INFORMATION.
!:II MIE
iii el-1990-0640
EJ NAME OF DECEDENT (LAST)
II DATE Of PAYMENT
B POST/MR
COUNTY
SSN 171-eO-S941
(fiRST) (MI)
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NEW CUMBERLAND, PA 17070
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TOTAL AMOUNT PAID
.1.,9 65
CW
REMARKS
SEAL
JEAN R HELFRICH
C/O BARBARA SUMPLE-SULLIVAN
CHECK" 1:11
RECEIVED BY "
?/-t/
/
II} )
LEWIS ' ):t' .
OF WILLS /,/tr "
REGISTER OF WI LLS
MARV C.
REGISTER
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
llV,I500 u. 17.9'1
.
1. R.al E.lal. (Sch,dul, A)
2, Slad.. ond Band. (Sch,dul, B)
3. Cla..lr H,Id SlocllPo~n,,,hlp Inlorlll(Sch,dul. C)
A, Ma~soSll and NolII Rotor.obl, (Sch,dul. 01
5. CallL 80n. D'polill & Milt.llan,oUI P,uonol Prop.rly
(Sch,dul, EI .
6, Jolnllr Own,d Prop'~r (Sch,dul. ')
7. T ron.lor. (Sch,d,I, 0) (Sch,dul, II
B. Tolal Orol1 Au.'t (totallln.. 1.7J
9. Fun.fal bplnt.., Administrative COUI, Mlle.lIoneoul
Exp'n... (Sch,dul, H) ,
to, D,bl., Mo~soS' Uobllillll, U.n. (Sch,dul. II
11, Tolol D,ductlan,('oloIUnll 9 & 101
12. N.I Vol.. of E.lol, (lIno B mln.. Un, 11)
13. Charltabl. and Oov,rnmental a.qulIls (Sch.dull J)
U. N.I Valu. Sub let 10 Tak lIn. 12 mlnv. L1n. 13}
15, Spo..ol Tronalor. (10' dolll of d,olh oh., 6,30.9AI
s.. lnltrvdlon. for Af,plicobl. ',retnlog. on A,nn' (15)
Sid.. (Includ. vatu" tom Sch.dul, K or Sch.dule M.)
16, Amounl of Un, 14 lo.obl, 01 6% ,ai, (161 8.765.70
(Include volu.. from 5th.dul, K or Sch.dule M.)
17. Amounl 01 Un. 14 lo.obl, 01 15% rol. (171
(Includ, .01uII 'rom Sch,dul. K or Sch,dul. M,I
18. Principal 10' d..(Add 10. 'rom Unll 15, 16 and 17.)
19. C"dill Spoulol Poverty (r.dl' PrIor Paym.ntl Oll(ounl Inl."lt
+ 450.00 + 26.30
20. If lIn, 191. greolor Ihon lIn. 18, .nlor Ih. dlff.,.nce an lIn, 20, Thr. II Ih, OVERPAYMENT.
11 O...rm:I!IIlIoJll.'...I.I...I.......II....lI........lIli:1mmn...-''l'I"'J."lo,l'U11'.,lrQil
21. If lIno 18 I. greOI., than lIn. 19, ,nl.r ,h. diff...nce an lIn. 21. Thll II Ih. TAX DUE.
A. Enler th,lnl.'II' on ,h. balonc. due on Un, 21A.
B. Enlor 'h. '0101 of lIn, 21 and 21A an lIn. 218. Thl. II Ih. BALANCE DUE.
Moke Chick PayaLI. '01 Rig'"" of Willi, Aglnt
*'
COMMONWIALTH 01 PfNNSnYAHIA
Of'AI MJHT Of .'VINUI
HA.III:'J.~' Jlml,,<l6O'
. I . H MI
11//1
I
MILLER Robert I
&OCIAl ['utI Y HUMin
171-20-8941
D4U 0' DIA1H
08/05/95
j1f AI'f'UCAIlfl WI'I'MNQ IIOUN1 N4MI JAil. '1'.' AHOMIlQ. INIflA~
~
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.0. DAns O' DEATH A"1I12121191 CHICK HIlS
If A SPOUSAL
povnlY CISDn IS CLAIMID 0
fill NUMII.
2195-0640
COUNTY CODE YEAR NUMIER
PI I ADO
o lOIN'
517 Park Avcnu"
Nl'I.' Cumberland, PA 17070
c... r
AMOUNT .[(IIVID fSU JNUIUCTtONS,
03/14/28
tAL lUll' HUMin
Suppltmlnloll
Futur. Inl.,... Compromls.
(lor dOl" 01 d,olh ahor 12.12,B2)
D,c.d,,,, Maintained 0 living Trul'
(Allaell cupr 0' Trulll
o
o 3. R.malnd.r R.turn .
(lor dolll 01 d.alh prior 10 12,13,C21
o 5, fedorol E.lol. To. R.lurn R.qulred
_8. Tolol Number of So" D.poslt 801111
Bridge street
Cumberland, PA 17070
(11 0
(2) 0
( 3) 0
(A I 0
( 51 18.95
(61 16,601.82
(7) 0
7,066.97
(91
788.10
(10)
( 8) 16.~.77
(11) 7,855.rn
(12) 8.765.70
(131 0
(I~I 8.765.70
)C.__ 0
M: .06. 525.95
K .15 . 0
1181 525.95
(19) .~7l;.3O
(20)
(21) 49.65
(21AI 0
(21B) 19,65
New Cumberland PA 17070
Es 549 Brid e st New Cumb
DAn
..
.
Act '41 of 1994 provide. for tho reducticn of tho tax rate. Imposed on tho net value of trand.r. to .or for
tho u,.e of tho .pou.e. The rat.. a. pro.crlbed by tho .tatute will bel . '. ,'.
. I~ (.03) will be appllcabl. for ..tate. of dec.dent. dyIng on or after 7/1/94 and be!.oro 111/96
, ' '
"
. 2~ (,02) will b. applicable for e.tate. of dec.dent. dVlnr r." rr after 111196 and b~j~re' 111197
... .. .11' ..-
. 1~ (.01) will b. applicable for e.tate. of dec.dent. dying on or after 1/1/97 and before 1/1/98
,
. Spou.al tran.f.r. occurring on or aft.r 1/1198 will be .xempt from Inheritance tax.
. I,'
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
, '
YES NO
1. Old decedent make a transfer and:
a. retain the USI or Income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or (ts Income. ...............
c. retain a reversionary tnt.re..; or ...................................................................................
d. receive the promise far life of either payments. benellts or carei .......................................
2. If death occurred an or before December 12. 1982. did decedent within two years preceding
death transfer Ilroperty without receiving adequate consideration' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receIving
adequate .consideratlon' .. t.o.,.... o.t.. 0.................................................................... 0110... 0"""
3. Old decedent own an 'In trust for', bank occount 01 his or her deothi......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'1\l'lOIt"(2-I1)
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.. Print or Typo
FilE NUMBER
2195-0640
COMMONWUllH o. PlNNmVANIA
INHllnANCI 'Ak lOUIN
....DINT Die. DINT
ESTATE OF
Miller, Robert I.
CAli property lolntly-own.d with the IIGhl of Survlvor.hlp mull b. dl,cI...d .n Sch.dul. '1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
.J...
PNC Bank
Interest on estate checking account
Acct. No: 50-8053-2818
18.95
1
S 18.95
(A"ach additional Sl\" )C U" ,heet,lf mar. .poc. I, n,.d.d.)
.1"'11Ot I.. (11,'11
.
COMMONWIAUH 0' 'INNlnYANIA
IHHUITANCI lAX UTUIN
m'DIH! DleIDIH!
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATI Of
Miller, Robert I.
Jolntlonontl')'
fiLl NUMBIR
2195-0640
NAMI
A'Jean R. Helfrich
ADDRESS
517 Park Avenue
New Cumberland, PA 17070
RELATIONSHIP TO DECEDENT
Sister
B.
C.
Jolntly,ownod proporty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 2/22/94 IN:: II:lrk
Mret M'lIkct
Pa::t tb: 51-3005-9046 12,253.ro 50% 6,126.95
2. A /213/94 IN:: II:lrk
Mret M3Mt
Pa::t tb: 50-0003-7729 17,448.98 50% 8,724.49
3. A 8/9/93 IN:: II:lrk
cte:::ldrg 50%
Pa::t tb: 51-4\00-1597 3,500.76 1,750.38
,
TOTAL (Allo onlor on line 6, RecapitulatIon) S 16,601.82
(I' more 'pac. is n..ded inserl additional sh..,s 0' lam. size)
r'
~
I'VIIII".I1"'1
~~
COMMONWIAlfH O' "NNlYlYANIA
INHlllfANCltA.I,WIN
."IOIN' olero Ht
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. P,lnl 0' T .
Mll1er:, R:txtt I.
ITlM
NUMBER
219!Hl64O
DESCRIPTION
AMOUNT
A. Fun.ral bp.n....
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
O.
I.
~ f\mmllbm, 100.
VFW, Il:Ilt to. 23, firln;J spd
35.00
5,032.50
1.
Admlnlsl,allv. Co. I.,
P."onal Reprellnlatlve Camml"lans
Social Security Numbe, of Pe"anal Representative,
Year Comml"lans paid
,
2.
Attorn.y Fees
1,250.00
3.
Family Exemption
Clalmanl
Addre.. 01 Clalmanl at decedent's dealh
Streel Add.."
City
Zip Code
Relationship
Stale
Probate Fees
283.92
MI.ullaneou. Exp.n....
Fb:rl md Ldi....llO.. d... fir fi.re:a1 hn:I-e:n
247.49
218.06
1dnIn!st:ral:iw ~ 3 (p.:t>~, l:el.eJ;h::rn, mI.lmge)
TOTAL (Also enler an line 9. Reeapltulatlon)
(If mo,. .pac. I. n..d.d. In.... addlllonal .h..I. of .am. .1...)
5 7,066.97
ITIM
NUMIIII
DESCIIIPTION
AMOUNT
""";11' I"~ '*
COMMOHWIA1JH 01 "HN'\'l\ll\N~
tHHlIII1AHC1 W 'lfU~
....OIHI DlCIDINI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PlIOSI Print Dr T I
fiLl N MIIII
2195-0640
I TIO.
Ml.ll<<, R:i:Ht I.
2.
Ib.Ilt:cn J;M, lflb.11lI'm
Ib.Ilt:cn MD\.cBl Cb1I:er
284.10'
336.00
168.00
1.
:Inlt:a-Cme Iit......,..::y 9:I:Vicm
3.
TOTAL (AI.o .nlor on IIn. 10, R.capltulatlon)
I" molO .pac. I. n..d.d, In..'' additional .h.." of .am. .Iz..)
$ 788.10
.
111t.!,IIU.IJ.,t
'*'
(OMMONwllol1H Of ,fNNnlVloNllo
INHIlllAHC1 ".1 U1UIH
'1ItOIN1D1C1NHI
SCHEDULE J
BEN EFICIARIES
EUAn o.
Ml1lIr, R::b:rt I.
fiLE NUMBER
219''.HJ601O
ITIM
NUMBER
NAME AND ADDRESS Of BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE O. ESTATE
A. Ta.llabl. BtqU.tlll
1.
R::b:rt I. MI.l1er , Jr.
c/oEltfflBill.
1100 Lin:h street:
1P:.31~
R:rt foI:rg:m, Ch'"""",,, 00701
an
506
2.
1Il.lm D. MI.l1er
147 Plm91lv:I&t R:a:l
fl.mml.stxw1, m 17036
an
506
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Gov.rnmentol B'que'lll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo onlor on IIno 13, Recopllulollon) S
(If more .pace I. n..d.d, In.." additional .h..t. of .am. .1..)
~,". - .'.....' '., ,.~ .
,
--- - -- - - - - - - - -- - - - -- -~ - - --- - - - - - - - -..- --.-
\
SULLIVAN BARBARA SUMPLE
~49 BRIDGE STREET
ACN "
& ASSESSMENT Ell AMOUNT
CONTROL .
NUMBER "
.~
101 .eSO.ge ;,
RECEIVED FROM.
NEW CUMBERLAND, PA 17070
fCXDHraf~
ESTATE INFORMATION.
m IMlER
Ii el-199~-0640 SSN 171-eO-8941
EJ NAME Of DECEDENT (lAST) (fiRST) (MI)
, II DATE Of PAYMENT
m POSTMARK
COUNTY
~
DATE Of DEIJH
REMARKS
II TOTAL AMOUNT PAID
.2BO.92
REGISTER OF WILLS
PB
RECEIVED BY (lilll 1,'-/ C~"'/I~, ,;.. 1.1 i",
fJ , ') I' (. 'I'
MARV C. LEWIS \.:: /t u:./'{ .L;z'..' ,
REGISTER OF WILLS . .
SEAL
JEAN R HELFRICH
C/O BARBARA SUMPLE-SULLIVAN
CHECK" 11 8
I
.~---------------------------~~-7-
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.r
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.' - -, ~._-,'
F'.' :.:.,.) -?)
c~
111.11"'1111,7 !lC AI'P (12-911*
cQHtOhlUlllt Of PlHNIVlVAHU
DlPAR't'lHI Of' R(ytNU[
IURfAU or INDIVIDUAL ".f.
MPI. uona
HARRIIIUltG, PA UU"06U
ACN 101
NOTICE Of INltUITANCE TAX
A"NAISENENT, ALLOWANCE ON DISALLOWANCE
Of DEDUCTIONS AND ASSE"NENT Of TAX
DATI 07-01-96
FILl! NO.
DATI OF DI!ATH 08-05-95 COUNTY CUMBERLAND
NOTE I TO INSUNE PNDPU eNEDIT TO YOUN ACCOUNT, SUINIT TIlE UPPU PDNTlON Of Tltll fDNN WITIt YOUN TAX
PAYNENT TO TltE NEDUTEN Of WILLS. NAKE CltECX PAYAILE TO "NEDUTEN Of WILLI, ADENT"
REMIT PAYMENT TOl
BARBARA SUMPLE SULLIVAN
549 BRIDGE ST
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount R..ut.d
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiv:iii4'j-iic-Aj:ji-nZ:9sY-iiiifici--OF--friiiiiiiTANCrfAinipPRAisiifiii'i'-;-"i.roiiANcnili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT I FILE NO. 21 95-0640 ACN 101
TAX RETURN WAS. ( I ACCEPTED AS FILED ( XI CltANDED SEE
ESTATI! OF MILLER
DATE
ATTACHED
07-01-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. (Sch.dul. AI (11
2. stock. and Bond. (Schedule OJ (2)
5. Clo..1y Hald stock/Partner.hip Int.r'lt (Schedule Cl (5)
4. "ortoae-I/Hot.. Receivable (Schedull DJ (~)
S. eaah/Bank DapoIUa/Hlac. p.,.,on.l Prop.,.b (Sch.dule El IS)
6. JointlY Owned Property (Schedul. f) (6)
7. Tran.fa,.. (Schedull OJ (7)
8. Total A...t.
.00
.00
.00
.00
18 .95
16 ,601.82
.00
(II
16.620.77
APPROVED DEDUCTIONS AND EXEMPTIONS I
7.066.97
9. Fun.r.l Expen..a/Ada. Coat./Hilc. Expen... ISch.dule H) (9)
10. Debt./Hortgag. LiabUitle./Li.nl ISchedul. I) nO) 788.10
11. Tot.l Deduction. Ill)
12. Het V.lu. of Tax R.turn 112)
15. Charitable/Govern..ntal aaqu..t. (Schedule J) (15)
14. H.t Value of E.tat. Subject to Tax Cl4)
NOTE I I~ an ass.ssment was issued previously, lines 14, 15 and/or 16, 17 and 18
r.~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAXI
15. A.ount of Line 14 .t $pou..l rat.
16. Anount of Line 14 t.xable at Lin.al/Cla.. A rat.
17. A.ount of Line 14 t.xabl. .t Collatera1/Cla.. Brat.
18. Principal Tax Due
TAX CREDITS I
PAYNENT
DATE
11-03-95
03-11-96
04-18-96
7.ACiCi n7
8.765.70
.00
8.765.70
will
USl
(161
U71
.00
.00
8.765.70
X .00.
X.06.
X .15.
UI)
.00
.00
1,314.86
1,314.86
RECEIPT
HUItIER
AA082282
AA1l2600
AA1l2768
DISCDUNr
INTERE~T
HI
(-)
23.68
.00
.00
450.00
49.65
280.92
AMOUNT PAID
INTEREST IS CHARGED FROM 05-06-96 TO 07-09-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
804.25
510.61
8.20
518.81
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TitAN .1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF TltlS FORN FOR INSTRUCTIONS. I
,
RESERV'TIONI E.tlt.. 0' d.cld.nt. dWlng on or b.forl D'c,~'r Il, 19.2 ~~ If enw future Int.r..t In the ..t.t. I. tren.'.rr.d
In po.....lon or enJow.ent to CI... I (collet.nll benef1ehrl" of the d.ced."t .ft.r the 'MPlntlon of IIlW ..t.t. far
Ilf. or 'or y..r., the Coaeonwe.lth h.reby ..pr...ly r...rv.. the right to Ippr.I.. end ...... tran.f.r Inh.rltenc. T....
.t the l.wful CI... I Ceoll.t.r.l) r.t. on anw .ueh future Int.r..t.
PURPOSE ,.
NOTICE I To fulfill the rlqulr..."t. of S.ctlon IUD of the InhtrUenc. end Est.t. taM Act, Act U of 1991. n P.I.
Section U4D.
P'YHEHT.
a.tach the top portion of thll Notice end .ubIIlt with vour p.y..nt to the R.allt.r 0' Will, prlnt.d on the rev.,... .id..
....... check or BOn.v ordtr p.v~l. tal REOISTER OF MILLS, ADENT
'II p.v.-nt. r.c.lv.d .h.11 'Ir.t b. appll.d to env Int.r..t which ..v b. due with anv r...lnd.r Ippll.d to the t.M.
REFUND (CRII A r.'und of . t'M cr.dlt, which w.. not r.qu..t.d on the T'M R.turn, .av b. r.qu..tld bv co.pl.tlna en "Appllc.tlon
for A,fund of Plnn.vlvenl. Inhlrlt.ncl and E.tat. Ta." CREV-IlIS). Appllcltlon. Ir. Iv.llabl. .t the D'flc.
of the Rlal.t.r of Will., InV of the ZS R.v,nu. Dl.trlct Offlc.., or bV c.lllng tha .p.cl.1 2~-~"
In.w.rlng ..,.vlcl ~.r. for for.. ord.rlnal In Plnn.vlv,"l. 1.800.S62-1050, out.ld. Plnn.vlvanl. end
within locII H.rrl.bura .r.. C117) 787-8094, TOOl (117) 772~225Z CHe.rlng lep.lr.d Onlv).
OIJECTIONSI Anv p.rty In Int.r..t not ..tl.fl.d with the appral...~t, .lloNancl or dl..llowanc. of d.ductlon., or I.......nt
of t.M (Including dhcount or Int.,...t) .. .hown an this Notice MI.t obJ.ct within .hctv (60) d.v. of rec.lpt of
this Notlc. bVI
"wrItten prot..t to the PA a.p.,.t..nt of Rn.nu., Baird of 'pp..h, D.pt. 2110n, H.,.rhbur,.. PA 17111"1011, DR
".I.etlon to hlv, thl ..Uer d.t.,..lnMl .t .udit of the account a' the p.r.on.1 repre.entaU"., OR
~".pp..1 to the Orphan.' Court.
ADHIH
ISTRATlVE
CORRECTIONS I
Flctu.l .rror. dl.cov.rld on thl. ........nt .hould b. .ddr....d In writing tal PA O.part..nt of R.venu.,
lur..u of Indlvldu.1 T.xa., ATTHI po.t A.......nt R.vl.w unit, n.pt. 210601, H.rrl.burg, PA 1112e-0601
Phon. (1171 117.6505. S.. page 3 of the bookl.t "In.tructlon. far Inherlt.nce Tax R.turn fa.. a R..ld.nt
O.cadent" CREY~IS01) fa.. In a.pllnltlon of .dalnlatr.tlv.ly corrlctabl. .rror..
DISCOUNTI
If env ... dul Is paid within three (SJ c.land.,. .on'h. .fter the d.cld.n'.. d..th, a flv. perc.n' C5X) dhcount of
the tlM p.ld I. Illow.d.
Th. 15X t.M .-na.ty non"pI..tlclp.tlon p.n.lty i. co.put.d an the tot.1 of the ta. Ind Int.,...t .......d, end not
p.ld b.fo... Janu.ry Ie, 1996, the flr.t d.V aft.r the and of the t.. aan..tv p.rlod. Thl. nan.p.rtlclp.tlon
pen.ltv I. .pp.alabl. In the .... .ann.r and In the th. .... tl.. p.rlod .. you would app..1 the t.M end Int.....t
th.t h.. b.~ .......d I' Indlc.t.d on thl. not Ie..
PEHALTYI
INTERESTI
Int.r..t I. ch.rg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. Cl1 d.V froe the d.t. of
d..th, to the d.t. of p.y..nt. T.... Which b.ca.. dellnqu.nt b.for. Janu.ry 1, 1912 b..r Int.re.t It the ..at. of
.1. (6X) p.rcant p... annua calcullt.d .t I dlllv rat. of .00016~. All t.... which b.c... d.llnqu.nt on end .'ta,.
January I, 1912 will b..r Int.r..t at a rat. Which will y.rv fro. calend... y..r to c.l.nda.. y..r with th.t r.t.
announc.d bV the PA a.pert.ant of R.v.nu.. Th. .ppllcabl. Inta....t rlt.. for 1982 through 19'6 aral
'!!!! Int.ra.t Rata a.lly Int.nst Facto.. !!!r Int"..t R.t. Ullly Int.r..t Factor
1982 2DX .000541 1917 'X .OOOZ~l
1981 16X .000411 1'18-1991 UX ,OOOSOI
198~ IIX .00OSOl 1992 OX ,OOOZ47
1915 ISX .00OS56 1995'IQ'4 7X .0001'2
1986 lOX .000274 1995-1996 'X .000241
"~Intll"'..t I. calcul.tad .. followlI
INTEREST a BALANCE OF TAX UNPAID X NUnBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlc. I..u.d .ft.r the t.x b.coa.. d.llnquant wIll r.fl.ct an Inta,...t calculation to flft..n CIS) daya
b.vond the d.t. of the ........nt. If p.y..nt I. .ad. Ift.r thl Int.r..t co.put.tlon data .hown on the
Notlc., additional Int.r..t .u.t b. c.lcul.t.d.
,,,ro....'tJ
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COM/oIONWEAlTH 0' 'ENNSYlVANIA
.,E'ARTMENT 0' REVENUE
IUllAU 0' INDIVIDUAL TAXIS
Dm, 210601
HARRIUURG. 'A 17121,0601
DECEDENT'S NAME
mE NUMBU
Robert I. HIller
2195-0640
101
SCHEDULE
ITEM
NO.
EXPLANATION Of CHANGES
F
1-2-3 ._..~.a!lll~~d ..toxJotc. "f.~0~~6"l'cr.cc:n~ to 15. I'erct!nt.. Bln"c.Q~_a. ~~,i~~t.~.r__~~...~_.~~.!!_.. ,_...._
"B" heir.
~__.___4""'_4 .._.,._,___..,...... .' .,." .,.. _.'0' __. .___ ..' ".._."..'_.._~,.~___._~.'~..... __"__~_._,._...,.."._<~.'_...__.4____~....__ ~..__~,4'._________,_
_____ _ ____ ___~'.'_.._ _'_ ___.~'.. '__'__.'~," . _ _, __~~'4 ~_<-,~,. ~ _. .'__.~ ___"."~_~__"~ _ _~...___.. .___'. __4__'"'~__4~_~___ ______ __ _ ____
_____~'.'~'__~ _'._...~_,..__~'_._~__,__'....4_,.._~,.. "'_~4 .'__ .__.'____~_,.__,-'----'---~~-~----'--------~.----~-~-
,_____.__ ..--'.,.----. -'-~..-,-.--,----~--:__~---~---~------r---~------'---
_.__~_______.____'"'____..___~.~ __..._w._'.'~,~---'-____~__....__,_,_~,~<'-__.........~__,_~'"'_.~,___,_...___ ~...__ ___,__~__
..., ,.
~ ~___________~_~__,~_..._---._..;. _.~.,__..;....'_....:.~,_-..-;.__..___M"~'________~~..---~...'~___._____,.__
uL.
------------ ~- ~ .._-~,- - ,,-- ..~, .,.--- ~,',....'.'~.. ~-'~. ..--_":'~.. ....... ~-'.._~.-'"'~-,~.. '.,-- ~ ....----~..,.-.... ...'_.__._,-~'..__..._'-~.'_.~- .-'
-:-----------_."'~'--~----- .,-,-,'"'-.. .,-,.-,--..-,.,-..--..;..---<-....,------...;.-
-_._----~-~-~,~-~---~----~--.......--.------_.__------!._.-
._,--- ------,-~--~-..---.~--,--------~-..---------.---.,.--..-.
".....--~-'-,--,-~ --:-~._--,._-'-_. ~-~-,--- ..--:--- --------,~,~.~ .,- -- --,.-
----.-,----..-.------..,-----:----
-----,. -,..._- _ -.--,. ,.- _ ..__.__.~.,----, -- _ --,---~-'-- _ ,,-- .,---- --'-- ---. .- - ---,------,~--,------------_._---_._~--_.
.- ---_.._-~,-._.;-_._-~--,-,------- .----_...._--'-~, - .._,-~ - -- .
TAX EXAMINER,
Mary Ann Fox
PAGE
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SULLIYAN BARBARA SUMPLE
~49 BRIDGE STREET
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RECEIVED FROM,
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ACN
ASSESSMENT I!'I
CONTROL Iii
NUMBER
AMOUNT
NEW CUMBERLAND, PA 17070
rotOH,.,
ESTATE INFORMATION.
1:1 fl MBER
iii el-199~-Ob40
m NAME Of DECEDENT (lAST)
r.i MILLER ROBERT I
II DATE Of PAYMENT
II POSTMARK DATE
COUNTY
.
SSN 171-20-8941
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
.~18.el
CW
RECEIVED BY 9t~ Z {!. .~W '.~ "c,--W ,i,'
SlGN'v t;'i
MARY C. LIS . nu""{ ,(.(.p '.<.I---: :
REGISTER OF WILLS ~ l
,
I
"'~.~~'~ ~'~;7*.~'- ----,..-,..- -~,~,..~-::-- ~.~ - - - --;-.- -- -_...~-_---.:--_
SEAL
JEAN R HELFRICH
C/O BARBARA SUMPLE
CHECKlt 122
SULLI YAN
REGISTER OF WILLS
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BAUDAUA SUMPI.B-SULUVAN
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August 27, 1996
Mary C. lewis, Register of WllIs
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re:
No:
Po. No:
Estote of Robert I. Miller
1995.00640
2195.0640
Dear Ms. Lewis:
Enclosed is the final Inheritance Tax payment pursuant to the decision of the Board of
Appeals dated August 14. 1996, in the amount of $518.81. Also attached Is 0 copy of the
Notice of Inheritance Tax Appraisement for your convenience. PleBSe forward documentation
showing the balance is satisfied.
ncems pleBSe contact the undersigned.
Barbi'ra Sumple-Sullivan
BSS/djs
Enclosure
cc: Jean R. Helfrich
\l'd 1'1)',.' ,.'j
pre,..,
."::JJn~
,~'i1ClI~
61: Id BZ 09\1 %.
Sll!t.\ I"'
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IOARD OF APPEALlI
OfPf,21I02'
HMRl......O'I'A ".'..102'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PHONE' 7t7.7I),:lOe4
FA)t 717.717,7270
BARBARA SUMPlE SULLIVAN
549 BRIDGE ST
NEW CUMBERLAND PA 17070
IN RE ESTATE OF:
ROBERT I MillER -
DOCKET NO. : 9618378
TAX TYPE: INHERITANCE
APPEAL TYPE PROTEST
FILE NUMBER: 21 95-0640
ACN: 101
APPRAISEMENT: 07-01-96
PETITION FilED: 07-22-96
EXAMINER: DONNA E. AUMENT
MAILING DATE:
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AUG 1 4 199B
DECISION AND ORDER
On July 22,1996, the Bureau of Individual Taxes forwarded Pe~t1oner's letter of
July 8, 1996 to the Board of Appeals to be treated as a protest to the appraisement and
assessment Issued July 1, 1996.
In that appraisement and assessment, the Department determined that the net
taxable estate was taxable at the 15% rate, since the joint owner of the accounts
reported on Schedule F was the decedent's sister. The Petitioner contends that the
decedent's one.half interest in ~he joint accounts passed as a probate asset to her
sons, further stating that the joint tenant did not receive the accounts "except her one-
half which she owned".
As evidenced by the signature cards/contrac~ for the accounts, the decedent
,
and the joint owner held the accounts with riQht of survivorship and not as tenants In
Page 1 of 2
ROBERT I MILLER
BOARD DqCKET NO. 9618378
Page 2 of2
common. Therefore, the Department correctly determIned that Upon tha decedent's
death, hIs Intefest In the accounts passed by operation of la~ to the survIvIng owner of
the accounts, taxable at the 15% rate.
Accordingly, It Is hereby, Ordered that the protest Is denied.
The appraIsement and assessment of July 1, 1996 shall stand as filed.
'-
FOR THE BOARD OF APPEALS
~f4.
Maryellen S eehan, L Member -
ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE ORPHANS'
COURT WITHIN SIXTY (60) DAYS OF RECEIPT OF THIS DECISION.
A STATEMENT OF ACCOUNT WILL BE MAILED TO YOU BY THE BUREAU OF
INDIVIDUAL TAXES. '
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATIVE FORMAT UNDER THE
PROVISIONS OF THE AMERICANS WITH DISABILITIES ACT OF 1990, CALL
(717)783-3664 OR TOO (717) 772-1763 (HEARING IMPAIRED ONLY).
'.
.
.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-0S'96
MILLER
08-05-95
21 95-0640
CUMBERLAND
101
*'
'.'.lUIIIII' ''',hl
ROBE,RT
I
BUREAU or INOIVIOUAL TANES
IHl...nAHC( 1A1I DIVIIION
DlPI, 111.01
nAN.IIBUtO, I" allI'.""
BARBARA SUMPLE
549 BRIDGE ST
NEW CUMBERLAND
SULLIVAN
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA '170lS
ESTATE OF MILLER
ROBERT
I FILE NO. 21 95-0640
ACN 101
I
A.ount R."lt hd
NOTEI To insure proper credit to your account, sub.it the upper portion of thia for. with your tax pay.ant.
AOJUSTNENT BASED ON,
VALUE OF ESTATE I
1. R..I Eat.t. (Schedul. AJ
2. Stocks and BondI '(Sch.dule BJ
5. Cloa.ly Held stock/Partnership Int.ra.t (Schedul. CJ
4. Hartg.D.I/Hot.. Raceivabl. (Schedule DJ
5. C.'h/Oank Deposita/Hilc, Parlon.l Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfar. (Schedule OJ
8. Total A...t.
DEDUCTIONS AND EXEMPTIONS I
9. Funaral Expan.../Adninistrative Coatal
Hi.callan.aul Expan... (Schedule HI
Debta'Hortgag. Llabiliti../Ll.n. (Sch.dul. IJ
Total D.duoUon.
H.t V.lu. of Tax R.turn
Charltabl./Gov.rnn.ntal O.qu..t. (Sch.dul. JJ
H.t Valu. of e.t.t. Subj.ct to Tax
PROTEST BOARD DECISION
UI
121
151
141
151
Ibl
171
.00
.00
.00
'.00
18.95
16.601.82
.00
IBI
PA 17070
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:isiij-Eif.AFP--io7~96i-...--.-i-iiiHERI.fANc-E-TA-X-RE-CORjj-Aoj.usrifENr--i.---..-.-------....-..-----...
191
UOI
7.066.97
788.10
1111
U21
U31
U41
10.
11.
12.
13.
14.
TAX:
15. Anount of line 14 .t Spou.al rat.
16. Anount of Lln. 14 taxable .t Lin..l/Cl... A r.t.
17. Anount of Lin. 14 taxabl. .t Coll.t.ral/Cla.. 8 rat.
18. Principal Tax Du.
TAX CREDITS I .
PAYNENT RECEIPT
DATE NUNBER
USI
Ubi
U71
.00 N.OO a
.00 N.06 a
8,765.70N.15a
IIBI
DISCOUNT I + I
INTEREST I-I
ANOUNT PAID
'11-03-95
03-11-96
04-18-96
23.68
.00
.00
450.00
49.65
280.92
AA082282
AA112600
AA112768
INTEREST IS CHARGED FROM 05-06-96 TO 09-18-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 09-03-96
16 .620.77
7.855.07
8.765.70
.00
8.765.70
.00
.00
1,314.86
1.314.86
,804.25
510.61
17.15
527.76
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTlREST.
IF TOTAL DUE IS LESS THAN fl. NO PAYNENT IS REQUIRED.
IF TOrAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE
A REFUND. SEe REVERSE SIDE or THIS rORN FOR INSTRUCTIONS.)
.
<j
PAntE"',
a.tlch tM top porUon D' thh Notice '.nd ,ublIlt with yQlJr ply..nt .ede p.vnl~ to the "... Ind .ddn..
printed on thl ravan. .1de.
n 1Wl.. ~ck or 110M)' ord.r p.yable tOI REGISTER OF WILLS, AGENT.
i1
;'1'
Ii{
AU payaen'. ncalvMt Ihdl b. a,ppUad flr.t to MY Int.r..t which ..y ba due with III1Y r...lnd.,. applied to the tlX.
RE1UHD C tAJ I
A refund of . tax credit, which .... not raqu..hd on thl 'IX A.turn, ..y b. r.~.tltd by co.plaUng an
"app1Jc.tlon fOI" R.fund of Plrv1lvlVlnJ. Inh.rltanc. IInd Elt.t. '1M" (REV-UIS). Appllcetlon. ar. 1"IUlttl. It
the Dfflc. of the Algl,tlr o,'WIIII, any of the ZS Rly.nue Dl.trlct Offlc.. or fro' the OIP.rt.-nt". Z4-hour
III1sverlna .ervlce ~r. far for.. orderinG I In p~.ylvanl. l-IOD-S6Z-Z0Sa, out,lda PennaVlvanla
Ind within locII H~rrlaburll ar.. (717) 7'7-1094, TOOl (717) 772-2252 (H..rlna 1~.lr.d only).
J:;:.
y
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(to;
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REPLV
TO,
OUe.tlon. regarding
of Individual 'axa.,
(717J 7I7-65D5.
arror. conhlned on thl. notlu .hou1d b. .ddr....ci tOI PA napart..nt 0' Aav.nu., lur...
ATTNl pa.t A.....Nnt Rav1.w Unlt, Dapt. ZID6O'1, Harrhburg, PA, 17)2:I-D6Dl, Phone
{,'
DISCOUNT I
11 MY tax due is paid wlthln thr.. ()) eelandar .onth. .Itar tt. deeaant'. daath, a flv. parcent (5:0 dlscount
of thl! t.. paid ls aUOtl.d.
PENAL TVI
Th. 15% tax a.".aty non-parUclpaUon penalty Ie co.putad on the tot.1 of the ta. and Inhr..t .......d, and not
paid bafar. Janu.ry 11, 1996, the flr.t dav aftar tha and 0' the t.. aan..tv p.rlo~.
INTEREST I
lnt.r..t ls charg.d baglmlng with flr.t day of dallnquencv or nlna (9) .onth. .nd ontI (1) dav 'ra. the date of
d..th to the data of p.~ant. Tax.. Which baca.. daUnquant ~'ora JanulrV 1, 1912 baar lntar..t at the rat. of
11..(6%) pare."t par IllV'IUlI calculat.d .t . dallv nta of .DDOI64. All ta... which bae... dallnquant on IW\d altar
Januarv 1, 1912 will baar Intara.t at . rata which ..Ill vary 'ro. calandar yaar to c.lendar yur with that r.t.
.nnounc.ci by the PA Departaent. of Rav.nua. The appllcabl. Intar..t rata. 'or 1912 through 1996 ar.'
Vaar Intar..t Rat. Oally Int.ra.t F.ctor V.ar lnhr..t R.h D.IlV Int.r..t FKtor
1912 zax .DDD541 1917 'X .001247
1915 lOX .DDDUI 1911-1991 11;( .DDD5Ol
I'" IU .Doon1 1992 'X .DDot47
1915 I5X .DDOS56 1993-1994 7X .DDDI9Z
1916 lOX .DDD274 1995-1996 'X .DOot47
--Intar..t II a.lculatad a. 'allowlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ,
-"Any Hotlc. luued altar the tax b.coae. d.lInquant will r.fhct an Intarll.t calculation to ,1ft.." US) day.
b.yond the data of thl ........,t. If pay""t II aada after the Int.r..t caputatlon data .hown on the
Hotlcl, addltl~1 lntar..t ...,.t be ca1culat.d.
l,~
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01111'.211
HNUU.IUfllO,flA 11I2,.'OJ'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PHON I, 71707n._
fAX: 7170717.7210
BARBARA SUMPLE SULLIVAN
549 BRIDGE ST
NEW CUMBERLAND PA 17070
IN RE ESTATE OF:
ROBERT I MILLER
DOCKET NO. : 9618378
TAX TYPE: INHERITANCE
APPEAL TYPE PROTEST
FILE NUMBER: 21 95-0640
ACN: 101
APPRAISEMENT: 07-01-96
PETITION FILED: 07-22-96
EXAMINER: DONNA E. AUMENT
MAILING DATE:
'AUG 1 "1996
DECISION AND ORDER
On July 22, 1996, the Bureau of Individual Taxes forwarded Petitioner's letter of
July 8, 1996 to the Board of Appeals to be treated as a protest to the appraisement and
assessment issued July 1, 1996.
In that appraisement and assessment, the Department determined that the net
taxable estate was taxable at the 15% rate, since the joint owner of the accounts
reported on Schedule F was the decedent's sister. The Petitioner contends that the
decedent's one-half Interest In the joint accounts passed as a probate asset to her
sons, further stating that the joint tenant did not receive the accounts "except her one-
half which she owned".
As evidenced by the signature cards/contracts for the accounts, the decedent
and the joint owner held the accounts with right of survivorship and not as tenants In
Page 10f2
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/'
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/.t:"RT I MILLER
"JARD DOCKET NO. 9618378
/
Page 2 of 2
common. Therefore, the Department corfectly determined that upon the decedent's
death, his Intefest In the accounts passed by operation of law to the surviving owner of
the accounts, taxable at the 15% fate.
Accofdlngly, It Is hereby, Ordefed that the protest Is denied.
The appraisement and assessment of July 1, 1996 shall stand as flied.
FOR THE BOARD OF APPEALS
ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE ORPHANS'
COURT WITHIN SIXTY (60) DAYS OF RECEIPT OF THIS DECISION.
A STATEMENT OF ACCOUNT WILL BE MAILED TO YOU BY THE BUREAU OF
INDIVIDUAL TAXES. .
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATIVE FORMAT UNDER THE
PROVISIONS OF THE AMERICANS WITH DISABILITIES ACT OF 1990, CALL
(717)783-3664 OR TOO (717) 772-1763 (HEARING IMPAIRED ONLY).
,
-... - -....... ,-.
.
~ ~..:.- _ _ _~ --i _....:- _ _ __ __ ___ _ _, _ __... '__. __ ___ __''';''____' _... ._ _ _ _ __ _ _ _ _
RECEIVED FROM.
'~'iW~.t~~'Nn":;~ivit1,,,~W;~;1tJ!W?:;~
. -~ .., .~ J~Mtt'Jf:~'tf!.'f'$i{~~,,~i~}i:;~:,' ~';"Y;fr~"~
., .1!':t;"J,,,iijHsYi.viNI~'i"ijnf;AN~i~'~..SiA"':;'Ax?'i~~~!
ACN
I:'J ASSESSMENT '!'
II CONTROL 1;1
NUMBER
AMOUNT
SULLIVAN BARBARA SUMPLE
e49 BRIDGE STREET
IV!
_1'.10
NEW CUMBERLAND, PA i7070
I
/OIoHmi
ESTATE INFORMATION.
~ FILE NUMBER
U el-19ge-Ob40
!II NAME OF DECEDENT (lAST)
I:iI MILLER ROBERT I
II DATE OF PAYMfNT
B POSTMARK DATE
CO IV
SSN 171-eO-S941
(FIRST) IMI)
CUMBERLAND
DATE OF DEATH
SEAL
JEAN R HELFRICH
C/O BARBARA SUMPLE-SULLIVAN
CHECKlI lea
m TOTAL AMOUNT PAID
.17.15
VZ
REMARKS
REGISTER OF WI LLS
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/ BUREAU OF INDIVIDUAL TAXES
.NI:RIUNCf fAM DIVISION
DlPJ. ,.U01
ItARRIIlUAG. PA 17111."11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAl<
STATEMENT OF ACCOUNT
(!.... *
....111111 if' III.tI.
ROBERT I
BARBARA SUMPLE
549. BRIDGE ST
NEW CUMBERLAND
SULLIVAN
DATI!
ESTAT! OF
DATI! OF DEATH
FILE NUMIER
COUNTY
ACN
09-16-96
MILLER
08-05-95
21 95-0640
CUMBERLAND
101
PA 17070
AMount n..Ht.d
.
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To in lure proplr credit to your account, lubMit the upper portion of thl. for. with your tax pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iik-Ij=i6iWix"AFP-r03':9lir------...--iNHERnA'ili:ri'Air-ii'iifEHENi'-OF-Aifcouiff--ii...---------------- ---.-
ESTATE OF MILLER ROBERT I FILE NO. '21 95-0640 ACN 101 DATE 09-16-96
THIS STATENENT IS PROVIDED TO ADVISE OF TH! CURRENr STATUS OF TNE STATED ACN IN THE NANED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYNENTS. THE CURRENT BALANCE. AND. IF APPLICAaLE.
A PROJECTED INTEREST FIGURE. '
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 08-30-96
PR.INCIPAL TAX DUEl. 1.314.86
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
11-03-95 AA082282 23.68 450.00
03-11-96 AA112600 .00 49.65
04-18-96 AA112768 .00 280.92
08-27-96 AA146666 14.38- 518.81
INTEREST IS CHARGED FROM 08-28-96 TO 10-01-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SlOE FOR CALCULATION OF ADDIrIONAL INTEREST.
I IF TOTAL DUE ,IS LESS THAN .1.
NO PAYNENT IS REQUIRED.
IF TOrAL DUE IS REFLECTED AS A "CREDIT" ICRI.
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
," r---~'v-'..,"',--'-~~,...
1.308.68
6.18
.05
6.23
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PAYJtENT I
Detach the top portion of ~hl. Notice Ilnd autMllt with your pIV.."t ..d. ,.vail.. to thl n... Ilnd add'...
prInted on the rlv.,... .Id..
If REIIDEHT DECEDENT .1Ik. check or .onlY ord.,. plwabl. tOI RECISTER OF WILLS, ACENT.
If HOH"RESIDENT DECEDENT ..... chick 0,. HMV orde,. plvabll to, COttHONWEALTH OF PENNSYLVANIA.
All p'~ent. received thall bI applied flr.t to ~)' Int.,...t whIch "V b. due wIth an)' r...lnd.,. appll.d to the tlX.
REFUND (CA)a , ,..fund of I tlX cr.dlt, which .... not r.~.t.d on the 'IX Return, ..v bl reque.t.d by c~l.tJng en
"Appllcltlon for A.fund of PMYl.vlvanll.lnherltancl and Elbt_ Tlx" (REV-ISIS). Appllutlonl Ir. av.l1abl. .t
the OfficI of the Regilt.,. of Willi; en)' of thl 23 R.venue DIstrict OffIcI' or f,.~ the D.p.,.t.en", 24-hour
an.werlng ..rvlcl ~.,.. for lor.. ordering I In P.nnlvlvanl. l"IDD-362-2050, out.ld. Pann,Ylv~la
~ within local Harrl.burg ar.a (717) 787-8094, TOO' (117) 772-2252 (Ha.rlng 1.,.lrad only).
REPLV TDI cu..tlon. r-v.rdlng arror. cont.lnad on thl. notlca shoUld ba addr....d to. PA a.p.rtaent of Rav~, Bur.au
of Indlvldull TIMI', ATTH. po.t A.......nt R.vl.w unit, D.pt. 280601, H.rrl.bura, PA 1712.-0601, phona
(717) 7.7-6505.
aISC~TI
I' ~y tax due I. paid within thraa (5) c.landlr ~th. .,tar th~ dacedant'. d.ath, I flvl parcent (SXJ dl.count
o( thl hx paid Is .Uowed.
PENALTVI
The 15X tax .-ne.tv non-partlclp.tlon pan.ltv I. co.,ut.d on the total 0' th. t.x ~ lnt.r..t .......d, and not
paid ba'ora Janulrv 18, 1!'6, th. flr.t day aflu tha .nd 0' th. tax a."..ty parlod.
IHTEREST.
Int.r..t I, charg.d big Inning Nlth flr.t day 0' a.llnqusncy, or nln. (;) .onth. and on. (1) d.y 'roa thl data 0'
d.ath, to tha data 0' pay..nt. Tlx.. Which baea.. d.llnqu.nt b,'or. January 1, l,al baat Intara.t at thl ratio'
.Ix (6X) pare.nt p.r annua c.leulat.d at . dolly rata 0' .000164. All tax.. Nhlch bae... dallnqu.nt on and a't.r
January 1, 19.' will b.ar Int.rl.t .t . rata which will vlry 'rol cal.ndlr Ylar to e.l.ndar y"r with thlt rat.
announe.d by tha PA D.p.rt..nt of R'~.nua. Tha applleabla lntarl.t r.ta. 'or 19'2 th;ough 1996 ar..
Valr Intara.t Rata Oolly Intara.t Factor
Vaar
lntar..t R.ta
Dally lntara.t Factor
19U Z.~ .ooos,.. 1987 .~ .0002,.7
191J 16X .0000. 1918-1991 11;( .000301
1984 II~ .000SQl 1992 .~ .000247
1.,.S IS~ .000SS6 1993-1994 n .000192
1986 I'~ .000274 1995-1996 .~ .OOOU7
--lntar..t I. c.lcul.tad a. 'ollowlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
--Any Hotlc. luu.d alt.r tha tlX b.eo... daUnquent will rallact an Int.r..t ulculatlon to fllta.,. (lSJ d.y.
b.y~ tha data 0' tha .......ant. I' p.y..nt I. .Id. a't.r the Intar..t COMPut.tlon data .hown on tha
Notlc., additional Int.ra.t au.t b. calculatad.
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JRDIJune 30, 1992/17858
RF.G1&.I!Jt OF WILLS
Cumberland County Courlhousc
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COtm.T RULES
To: Personal Representative
Counsel: BARBAKA bUMi'Lt; -"Ul,L.LVAN , t;b\J.,
RE: Estate or ROBER'l' I. MILLER I Deceased, I.I!te or
NEW CUMBERLAND BOROUGH
Estate No.: 21-1995 - 64 0
Date or Decedent's Dealh: AUGUS'l' 5, 1995
Pursuant 10 Rule 6.12, the above named personal representative or the above n3ll1ed attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until adminislration Is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this NOlice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be imposed upon the
delinCl'JCI1t personal representative and the delinquent personal r~el)resentative's ~unsel; if any.
Accordingly, If the requisite Status Report Is not filed by9 - 30 , 19..:? you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 9-16-97
Distribution to Estate File
STATUS REPORT UNDER RULE 6,12
Name of Decedent: R"""..~ T 10\1 JI\lO:
Date of Death:
8/5/95
Will No.
21 - 1995 - 640
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the admlnistration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes X No
2. If the answer is No. state when the personal
representative reasonably believes that the administration will be
complete:
J. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative 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 state an
account informally to the parties in interest? Yes t./'" No
d. Copies of receipts. reI ases, joinders and
approvals of formal or informal account y be filed with the
cerk of the Orphans' Court and may be tache t t is report.
Datel
~118/97 . '
.. "
0,
Barbara Sumple-Sullivan, Esquire
Name (Please type or print)
549 Bridge street, New f'nmht>..land. PA 17070
Address
8:1
,
.tee
u.:
i:.h
J~ 5
uu
( 717 I 774-1445
Tel. No.
Capacity:
Personal Representative
KKK Counsel for personal
representative
(MAHlrmf/AMJ)
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