HomeMy WebLinkAbout96-00554
PETITION Hm PIWUATE !lud GRANT 0... I.ETTERS
No, . c:>/-llq LP_~ 5~
To:
1,\/cIlt' oj EIlN/\ N, NII.I.EIl
al.w 1.:fIOW" in __
__.__ ___ .. I{e~isler or Wil" for Ihe
__.___n__ . . __ __ ., Ih'Cl'IIII'd. ('011111)' of . Clllllhe r 1 alld in the
SIIl'i1l1 St'C'If;I)' Nil. _.. \.YJ -'.2_ y.J()7. Commonweallh of l'enns)'lvania
The pelilion of Ihe IIndersi~ned respeclllllly lellle"'nls Ihal:
named
, 19...l.L
Yuur Ilctiliuncr(\). who h/arl' IX year, of a1!l' or oldl'r an the l'~Cl.:UL_(_!r
in Ihe lasl will of Ih~ ahow decedenl. daled . .._..J'e.)lrll!.'!VO
and codidl(s) daled ______n_____._ ______ _n . . _-.
Illlth.J1..ltLIJeL<Ue_d_X,,-h, .J.HJ....J.'y1I2 (Estate No. 21 114 Sill)
(..tilll,' Iclc\Olnl ,:ifl'lIlll\lillll:C'. ..',J.!. 11'1l1llldaliulI. 1Il.'illh Ill" c\cl.:ulnr. eIC.)
Deeendenl was domidled at <lealh in ___(;"11I]1e r I and
h er lasl famil)' ur prindpal residence al -.-!IOJ_.NU.r.tlL.Ii\:.dford
lIorollgJL2L Car l L'i.Le
Counly, Pennsylvania, with
Street. CarliNle. Ph 1701]
(Ii.., "'U'CI,III1111hc, ,1111.1 IIltllKll'illllll
D~eendenl, Ihen __.d.li__)'",m or ag~, died Nay ]1 .1996
at _ CarliNle ._.kIlIllQ.\U'_lan.<!..J;llli!!J.Y.L.l'IL
Exe~pl as follows. deCt'dent did nol nHIII)'. was nol divore~d and did nol have a child born or ado pled
afler ex~eulion of Ihe will offered fur prohal~: was nOllhe viclim or a killing and was never adjudicated
incompel~nt:
Decendenl aI dealh own~d property wilh eSlimaled valll~s as follows:
(If domiciled in I'a.) All persollal prop~rty $ 2.500.00
(If nol domidled in I'a.) 1'~lSonal property in I'~nnsylvania $
(If nol domidled in I'a.) Personal property in COllnty $
Valoe of r~al eslal~ in I'~nnsylvania $
situaled as follows: 40] N. lIedford St. , CarllNle. I'A 25,000.00
WHEREFORE, pelilioner(s) r~speclflllly
presented her~wilh and Ihe grant of Iell~rs
reqll~sl(s) Ih~ probale of Ihe lasl will and codicil(s)
testamentary
(h....lilllll.'lIlary; ;u.lmini\lraliun c.I.a.; arJminimalion d.b.n.c.l.a.)
Iheron.
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J'nc F. Bur l!, Sen or ) &
r" nuncial Trust ServiceN Company,
to Farmers Trust Comnanv
JJnc...1;.cNt IIi I'" Strcl'r
.Caills1c. PA 17011
717-240-4504
Successor
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OJ: I'ENNSYI.V ANIA
COUNTY OF ~u~mEf,-,.;\NI; .
} ::is
The pelilioll~r(') ahnve"named sw~arhl or affinn(s) Ihm Ih~ 'Ialemelm inlhe foregoing petition are
Irne and corr~~1 10 Ih~ h~sl of Ih~ kn<lwlco.lg~ ami heli~f of pelilioner(,) and Ihal as personal represen-
laliy~(s) of Ihe ahoye d~~ed~nl p~lilion~r(".1 "ill ,,~II and lruly ad'r)nisl~r Ihe eslale according to law.
Sworn 10 or affirllt~d and ",hscribed !.L~~l~c c"
b~forellt~lhis 8111._~daY(lf ~ ,JilIl F. Burke. Senior VI' & TO ~.
.-...w.J..L-~-l--~=----- ~'\. 9....0!.:& Fin ndal TrllNt Services Co. , Suc~ssor to
)+iCu..L.+-lr-fULWl-^ 'j-J~.u~', Far",erN TrllNt Company ~
MARy c.q LE',~TS I'!:i.llbf' C'r.llsll:.~.J.'A 1701'\ :E:
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LAST WIL1. ANI> TESTAMl';NT OF
r':DNA 1\1, MII.Um
I, EDNA M, MILl.En, illngll' woman. of 40:1 North llNlfOl'd Slrl'el.
In \11<' 110l'ough of Cal'lisle, Cumbl'l'land County, Pl'nnsylvanla, being of
sound and disposing mind, ml'mlll'y and unul'l'slandlng. do hl'l'chv make.
puhllsh and UI'e1arl' this as and fOl' my Laill Will and Teit aml'nl, hel'l'hy
I'evoklng and making void any and all Wills by me at anyliml' hCl'elofol'e
made.
1. 1 direct my herl'inaftel' named ExeeuIl'lx 10 pay all of my just
dl'bts and funel'al l'xpenses as soon aftel' my dealh as may he found
convenll'nl 10 do so, I dll'ect my funel'al ilel'vlces \'" conducted by Rolh
ptllll'ralllon1l', Cal'lisle, Pennsylvania. and Ihalmy hody hl' intel'l'ed on
my hUl'ial lot located In Kut'l.' s Church Cemetel'Y In 1\'1 iddlescX Township.
Cumberland County. Pennsylvania on which lot my monun1l'nl has already
l)('en el'ected.
2. 1\11 'he rl'st. rl'sid",' and 1'('l11ainder of my l'slale, real. personal.
and mixed. and wh('r('so('v('1' th(' sam(' may be situatl', I glv('. devise and
bequenth tll ':1\' ;;j .,lr',. Hulh M. MilleI'. hel' heil's and ailslgns, pl'ovlded
she shall survive me by a period of ninety (nO) day s.
:1. Sh"'lld my "lid .";..;11'1', Bulh M. Milll'l', PI'l'c!(,I','nill' me 01' fnil
10 s\ll'vlve nl!' by the nfol'l'ilnld pl'l'loc! of ninl'ty' (nO) daY'il. tlwn in such
l'vl'nl nIl thl' I'l'sl. """I,hll' :md l'l'malndl'l' of my' 1'.41nll', I'l'nl. pl'l'sonal and
I11IXNI, nnd whl'rl'sol'vel' thl' ,.;nl11l' may hI' slluall', \ givl', c!l'visl' nnd
hequeath 10 Ihl' Fll'sl Unitl'd MI'lhodiill Chul'ch, of \\'hleh I nm n mrmbel'.
located at the cOl'ner of Ensl Nol'lh nnd NOl'th Bedford Streets. Carlisle,
Pennsylvania, to he used fot. 1Iueh pnrpose or purposes n1l the Official Board
Page 1 of 2 pages
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of :-laid Chlll'('h ,~hall dpPIll hp:-It,
,I. I 11I','ph)' Ilolllln:ltp, C'llll:-ltltlllp nnd appolllt my .'wld :-IIHlf'I', Blllh
1\1. 1\1111f'1', n:-lI';xl'('III,'lx of thl:-llllV l.nHI WlII and Tf'.~lnlllf'nt hilt :'!hould >lhf'
P"f'df'('PIIHf' IllP 01' fall to qllall!'.\', thf'1l In Hlleh f'vpllI Inominnlf', conHtitulf'
IInd appoint. Fn "Illf'rH Tl"lIHt C'lllllpnn.\' allll II H HIIl~(,l':-I>lOI'H, One Wf'sl High
St,'PPt, (':II'II.~l(', I'pnn:-lylvllllin, a.~ EXI'('III01', and I flll'lhp,' dll'cd thai
nplthe,' of tllplll :-Ihall be "p'l"lr'pd to pOHI an.\' hond 10 .~PPII"P lIIP faithful
pPI'fOJ'l1lancp of hpl" OJ' its dlltip:-I in Uw COllllllonwpalth of Ppnnsylvania 01'
In any olhel' .i"l'isiddion.
IN WITNI':SS WHEBEOF, I have hereunto spl my hand and spal to
this my Lasl Will and Testament written on two (2) pagps this 20th day of
Fehl"u3l'Y
, HJ7f1.
.
~ >>1.. m~~(SEAL)
Edna M. Miller
Signpd, sealed, published, and df'clal'ed by EDNA M. MILLER, the
Testatrix ahovp named, aH and for her Last Will and Testampnt, In our
prespncl', who, In her prpsenpe, at her "f'que:'!t, and In the presence of each
olh('I', have hf'reunto Huhsl'rihed 0111" names as aUesting witnesses.
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Page 2 of 2 p;g es
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IN RE: ESTATE OF F.DNA M.
MILLER, LATE OF, CARLISLE,
CUMBERLAND COUNTY,
PENNSYLVANIA, DF.CEASED.
IN TilE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-96-554
ORDER OF COUR'r
AND NOW, April 23,1997, the within a~~ount is ~onfirmed
and distribution dir.e~ted in a~~or.dan~e with the s~hedu1e.
t e Cour.t, ~
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IN TilE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPIIANS' COURT DIVISION
IN TIlE ESTATE OF EDNA M. MILLER,
LATE OF TIlE BOROUGH OF CARLISLE
Schedule of Proposed Distribution
Balance for distribution as per First and Final Account
filed MaTch 21. 1997
$15.113.23
DistTibution
First United Melhodist ChUTCh
Principal Cash
Income Cash
14,894.86
218.37
$15.113.23
Statement of the Reasons for the Proposed Distribution
The above distribution is proposed in accordance with the teTms of the Last Will and
Testament of Edna M. Miller, late of the Borough of Carlisle. Cumberland County. Pennsylvania.
I rU~I. ,- Ul~
Ja Ie F. Burke, President and CEO
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND:
Jane F. Burke, President and CEO, being duly sworn according to law, deposes and says
that she is President and CEO of Financial Trust Services Company. Successor to FarmeTs Trust
Company. the Accountant in the Estate above named, and thatlhe facts set forth in the Statement
of the Reasons for the Proposed DistTibution are true and correct.
Sw~rn ~nd SUbSCTibcd to before me
t~~s:~ day of ~arc). 1997.
\ " . II - 'Y"r
.. Il.l ""
NotaTY Public\
Tam NofarltlJ $oBI
Soulh ,.i~';;On,\osser. NOf:Jry PUblic
My Commission W:Pi~~mberfal1d Counljo
Member, nn s Oct 25, '999
svtvanla ~SOclal!nn or miHl(l~
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Cash
Cash
10-3-96
Composition of Net Balances
Principal
$14.894.86
Income
$ 218.37
Principal Receipts
Inventory Filed
Per Copy of InventoTY Filed
$40,679.18
Subsequent Receipts
Baugher Insurance Co., refund
homeowners premium
23.00
Total Principal Receipts
$40.702.18
7-10-96
7-17-96
7-22-96
7-24-96
7-29-96
7-30-96
8-16-96
8-26-96
8-29-96
9-3-96
9-5-96
Principal Disbursements
Register of Wills, Letters TestamentaTY
Borough of CaTlisle
United of PA
Pennsylvania Power & Light
LeadeT CaTlisle
Henry E. Witmer, mowing
Cumberland Law Journal, advertising
Letters TestamentaTY
Baugher InsuTance Agency, premium
Borough of Carlisle
Pennsylvania Power & Light
Steven W. BaTrett Real Estate, appraisal fee
Pennsylvania Power & Light
The Sentinel, advertising LetteTs Testamentary
Borough of CaTlisle
1 % Real Estate Transfer Tax
RecoTder of Deeds, satisfaction fee
CumbeTland County, balance due
Morlgage dated 10-15-84
71.00
23.76
6.85
44.82
2,276.20
100.00
60.00
62.00
11.82
7.07
225.00
6.45
67.37
11.82
370.00
12.00
14,349.26
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND:
Jane F, Burke, President and CEO, being duly sworn according 10 law, deposes and says
that she is President and CEO of Financial Trust Services Company, Successor to FaTmers Trust
Company, the Accounlanlin the Estate above named, and that the facts set forth in the Statement
of the Reasons for the Proposed DistTibution are true and correct,
L
J
Sworn and sUbseTibed to befoTe me
this Je'\-'!r. day of MaTch, 1997.
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Notary Public
NatBr1a1 SoBI
&.1~my s. Prosser, Notary Public
iddIelon Twp.. Cumberlarnl Counly
My CommissIon E'plrco Oct 25, 1 (>99
Member, Pannsylvama kSl'C"ll1nn cf :;o!;;nes
4
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
WITH THE REGISTER OF WillS)
D[C[D[Nn NAME (LAST, fIllST, AND MICDl[ INITIAU
CCJt,lMON~'''C# f'l.NNSnVANlA
OCJlARTKNT Of 11.. V(NIX
OCP' ::eoeot
twmlSOOOCl.JlA 111::1-05)1
-...-----.--
0..._______.._
_n___~~!~~Ecl~~'_1. .
.OClAL_UC~~;y~~~~~~3gJ . -n IOA~/~1~~~'~ . _ .1.. OA~~;;O;t1.. .
"SURVIVING i~-U5E'S ::E IF AP:_~~E~___...__._________._____l~~C~A~_~~~_~n~~Y :~_~~~~
ran OA1[O OF OEATH "FTC" U/31/g, CtlECtc-
H[IlE IF "SJ'OUSAl
f10V[lHY CIl[OlTI9GlAIMEO U
FilE NUMBER
21-96-0554
COUt-jIY COUE __t:A'1
Cle[QEN'S COl,ll'l[l[ AIlDIIESS
403 North Bodford Slreet
Carlisle, PA 17013
Co."', 21-96-0554
AUOUNT IIECEIVED 1'[[ INS1RUCllONSI
NVI,lOU!_
0.00
DO 1. Orlginl' Return [:.1 2. Supplement.1 Aeturn c.-_J 3, Aem.lnder Retur"
(for dalel prior to 12 -12 - 82)
D 4. Umiled Eltate r-~~J 4a. Futurelnleres, Compromlu [-=-J 5. Federal eltate Tax
(lor dates at daath aft" 12- 12-82) Return Required
[JO e. Doc.dont diod To.loto [:'..1 7. Docodonl Mslnlslnod o living Tru.t 0 e. Total number of Solo Oopo.h
An.ch copy olWilQ lAnach copy at trult) Bo...
All CORRESPONOENCE AND CONFIOENTIAl TAX INFORMATION SHOUlO BE DIRECTED TO:
NAME COMPLETE MAlUNQ~E5S
Financial Trust Services Co. ______ 1 West High Street
lE"PItON' NU~Ill" P.O. Box 220
717-240-4504 Carlisle, PA 17013
--...---...---.--- ,...----
--------
37,000.00
None
None
---
None
----
3,679.18
None
None
(e) 40,679.18
8,876.56
16,764.76
20.11 line 19 II gr.ater than line 18. enter the difference on line 20. Thilll the OVERPAYMENT
110
21.1fllne 10 II greater than line 10, enter the difference on line 21. Thil il the TAX DUE.
A. Enter the inter..' onthe balance due on line 21A.
B. Enter the total 01 line 21 and 21A on line 21B. Thilll the BALANCE DUe.
__ ___ _ . "~a~_e Ch~ck P~),!,_bleto: !:I_~gl~t_~!_ot.,~!II_I.__Age_':'1 ________ __u___
aE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Under p.nattl.. ot perjury, I declare that I have ...mlned Ihll return. Including accompanying Ichedules and Itatemantl. and to the bill ot my knowledge and b.Uet.
It II true. COllect and complete. I declarelhat all real estate has been reported altrue market value. OeclaraUon at preparer other than perianal repreuntaUvel.
:~~~~;~:~ 1~';r;;~~~~':Eh~~ho"~~;:; ;iin o~rl~;~~i~~~---ADDRESS---i [.~n,.~-i-2;:---_n__---_- ----- 0010
. ~ f)!) ~ . -'., C'MlI',LL, fY\ 1-1l',3
FlnBnclal Trust Services Co. . _~_..:_ Ju..'lb__:"::L~ \~\___I_"_ ..____..____________..__ _
SIGNATURE OF PREPARER OTIlER TH N REPRESENTATIVE ADDRESS
1. Rool E.toto (Schodulo A) (11
2. Stocks and aond. (Schodulo 81 (2)
3. Clouly Held StocklPartnerlhlp Inlerllt (Schedule C) (31
4. Mortgage. and Not.. Receivable (Schedule 0) (4)
5. Calh. Bank Depollt. & Mllcenaneoul Personal Property (5)
(Schodulo E)
e. Jointly Ownod Proporty (Schodulo F) (el
7. Tran.lers (Schsdulo G) (Schodulol) (7)
O. Total Grall Allet. (total lines 1-7)
o. Funeral Elpenlll. Admlniltratlve COltl. Mllcellaneoul (0)
Elpen... (Schedule H)
10. Debt. Mortgage Uabllitill. Uenl (Schedule I) (10)
11. Total Oeducllon. (total line. 0 & 10)
12. Net Value 01 Eltate (Une 8 minuI line 11)
13. Charitabl. and Governmental aequeltl (Schedule J)
14. Net Value Subject 10 Tal (line 12 mlnulline 13)
1!S. Spoulal Trander (ror dale. after 8-30-04)
See Inltructlon. lor Applicable Percent on Aeverle (15)
Side. (Include valulI trom Schedule K or Schedule M.)
115. Amounl ot line 14la..ble a 0% rate (18)
(Include valu.. tram Schedule K or Schedule M)
17. Amount 01 lina 14 talable at 15" rate (17)
(Include valulI flam Schedule K or Schedule M)
18. Principal tax due (Add tll tram lint 15, 10 and from Une 171
19. Creditl Spoulal Poverty Credit Prior Paymentl Dilcount
0.00 + 0.00 + 0.00
0.00
0.00
0.00
Interest
0.00
Chl"ck hl"re It you tHe requl"stlng n relund of your overpilymenl
(11) 25,641.32
(12) 15,037.86
(131 15,037.86
(14) 0.00
X 0.00 lZ 0.00
X .00 1:1 0.00
X .15 1:1 0.00
(lel_ 0.00
(IQ) 0.00
(20)
(211
(21AI_
(21BI
0.00
0.00
,~UV
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Date
IH~IJ'J(, t\J.....w'.ti, :;Jll).n\w' It IdJUIJIJ.:
^ 1 tOlltH. YS A' LAW
2USI..llh 1'111 Su..,
C.r1ul',I"lllllrh,"., "Ull
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~!~lJ!~f)n !;UI,tl'UJiCl' .1. II)'JI,
_______l..'JJL.._.___u____ SETTI.EMENT STATEMENT AL'<':.LlIJ.;l~..I'^
ll!.!.!!.~~!I::4JJ1dJl..lUllLlc 4..~WJ,Lu..~_._ .___ ~._ __ _"
Collnlr!. )).wld C. I.t!bo ____.__..H.____
r!!.!!~!~~~~(2~!.~~!!.~~~~.E~!:.~~~_ !_~~~~l~l. ~_~I~,:., J1f\
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nut: GIlANTOn CIlt:lllT llllAIlTU:
-------r::-u :i7~~t _.. - -. .- _._._..~--_.._----~-
eunlld".tlulI ~ Q<~-- .. !'!!~I.I!~I_ !~! '::!!I!!~~ -. .----.-
Tun-School ---. .1l.1 ._'!'~~-~~~.~--_._---
Tnn-Coun~ ~ c.\ .iiI.. _..[~ ~!~~! :'J\II~tL..__
Tun-'J'...tt/lloro_ - .---.- __1:!_,,:!~:~r~C.l~!-'!,-_
Sf....rlhnl ~--~ _.~.!~!:Ull;:!!!___
f-u.lnuII.n(f ---- _!h'lll
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IAu Crrdlu lJUI "rant.. .~~~~,_~I;:.'!.!!.!.!!~I' 0'.'111"
fund nu, "unlor 37 393.51
SJ;I'rL~M~NT WITH OIlANTOIl SI::I"I'I.tMf:N'1' WI'f11 GltANTU:
PnPllltion of Ilud _ "u!!.~.L!!~_nlalltll' $ 3'/ 393 ~!.
Srttlement ~!!t.21..50 Un'd Mlr. ''1 <n
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MOllt'llf ('Il~ll~rl;omn ('n'I'lt~ -1'ollfY f'.... --
lIort Uk 762, P. 862 FIf,luIUf.lncr
by Grantor --
flOC Ac.:ra'y
--
--- _.___TUIU l"ffmhun
Judrmrnh ...!!!!!...!.!l12!!tl"'"I!ll~ f,it FAS&R 250. ho
-- -
.D.lcleneJ:1ayr>1'" . ,10') 71L- _. .
Tax Collector 96-97
school distt:'ict taxes --
-
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At.tnt', COlnmlulon
Tun .
Tun .
S,...." Ilrnls -
t..ocallhallY Tunsr" TU_~ 370. JQ..-_. .~~~y-
H.t,lIll'1llv'l'nn.ruTu ~u__ ____.J'l!.!!.ltIU'lllIc"I',l:lIllulI\
hdua' th~rnUf Sljmp, _. UulltJr.lIufrr 'run 170
Notify ~',tI - -----. - ---'!~~~-------
!!!!,,!for ____ ._.~ ~h_ .__,_,,__
"OTAI. 779 71l
-----_._----------
!~~~'!f 37,393 51
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Total Ch'!lu tu Cumplct. Srttl'm,nt 'Iii Fund r~t;U"-A')' lu CUIIII,h:t. Seltlrlllllnl $ 3B 0 7.01
.!!l--
Crrdll Granlor I"ymrn~ on Account __..___.."J1!1'U.lt,t1 Ii)'
Uallntr P.y.bl, to Granlur 36,613 '/3 --I1l~hLr1 _ l.(.ho 38,037. I
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Tlt. .".... .flU.n...., ............. .nJ .""......... I.. u....IJtllll.." ..I ..1,1.1> d...lt.. .11..",., It IIltl<h.J UlII ...U,...IIlJ 10 m.~. 11111'1""""" ....1
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Wall I. nit.... Ill' h.tU.u II......'" .....".4 ,,, IIIIH .1l111l1t'''' .1...... .....1 I.. 01...1 ..IU""...I .. &j'1I4. , '
- "
I
Qblir,L 51 VI'-. 10
... /- "L
/ ...:, 'J(
r--_I-1-__L__-
-4"
t:Uhtuf
. -. .~~O;,I
~lllrll'Hfjt St,lId lIy_ ...--!.-----:,.......-~--r--
""-::1
,./," -
GIIIIIr.
\
_______ I;cj[1I!J~.,1~lIl~___.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES __ mn _ . ..
n..~. u~...~..:-~ .....:~m~...:=__~J:L~NuMa.E.R .
DESCRIPTION
Pi..... TYP.',or!i'nl mum.
(lCM,I()IMIIAl.n401"''''nvAtrM
"''''NCllUN'''''''''
.."cutWCCC.lft
'___~__"___"'n_'_ _,+____.____.____ .,,' '._ ...__
___'__'__'_~______""'____'__U______.. 0..
ESTATE OF
ITEM
NUMaER
A-'------ -F-unoral-Exponses ;--------.-------
1. Hoffman Roth Funeral Home
21-96-0554...___
AMOUNT
3,675.00
B. Administrative Costs: Financial Trust Services Company 2,033.96
1. Perianal Representativ. Commi.slons
Social Security Number of Perlonal Repr.untatrvl:
V..r Commlulonl paId _
2. Attorney F... Frey & Tiley 2,033.96
3. Family exemption
Claimant RelaUonshlp
Addr... of Claimant at decedenr. death
Stilet Addr...
cnV Slate 0.00
4. Probale F... Register of Wills, Letters Testamentary 71.00
C.
Miscellaneous Expenses:
1.
2.
3.
4.
5.
6.
7.
6.
9.
Cumberland Law Journal, advertising Letters Testamentary
The Sentinel, advertising Letters Testamentary
Recorder of Deeds, Satisfaction Fee
Henry E. Witmer, mowing
Baugher Insurance Agency, homeowners premium
Steven W. Barrett Real Estate, appraisal
Pro-rated real estate taxes
1 % Real Estate Transfer Tax
Miscellaneous Filing & Closing Costs
60.00
67.37
12.00
100.00
62.00
225.00
16.27
370.00
150.00
Total (alia tnler on lint g, recapitulalionJ
(It more .pac. II n..ded. Inurt additional Ihllll 01 ume IllI)
6,676.56
CQlMOIfIIrICAl:ntc:l,.tM",V>>lIA
...NfAHCI1M"""'"
...IDIINlc.aDlN1
I SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
__ .__ _un' _0 o==_~=~=c__,=,=.~Co,=..====='~o- .I:'JePsl~J:'r[llJELIype 0_.
FILE NUMBER
21-96-0554
ESTATE OF
Edna M. Miller
---------------.--
--rT
NUMSER
llESCRIPTIO~--------
-AMOUNT
1. Borough of Carlisle, service
2. United Telephone of PA. service
3. PA Power & Light Company, service
4. Leader Nursing Home of Carlisle, room & board
5. Cumberland County, balance due mortgage
69.22
6.65
63.23
2,276.20
14,349.26
Tolal (allo ,nte, on line '0 recap.ilulaUon
(II more .pace II nllded. Inlln addltlonallheetl of ..m. Ilze)
16764.76
~A&.'"ot""'T\YAJM
..MoUelfAlN",,"
-1I.''RHtl'lJ:<l'Io~t
ESTATE OF
.. _u.=="====,t,~,,-
FILE NUMBER
21-96-0554
SCHEDULE J
BENEFICIARIES
'-".- . -.... -.... -"'-'--'--' - - . ...~ - . ,. . ... -. - -.-"--.. ,. -_.... "... ....-. .. --- ,--
.__._-_.._----_.._----_.~ ~.._.- .. ---...--.-.- -.-- _._._- ----,--- .".---.. -- .....__..._----_.._-~.-
--
Edna M. Mlllor
._--------,_..__._-~---_._--_..._---_._---_._. ~_._-----_._.._--_. --..------
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF EBTATE
----------------.---....-.------- --.------- -.-~--_._-_.._- -.---.
A. Taxable aequI.lI:
1.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charhabll and Governmental Bequlltl:
1.
First United Methodist Church
64 East North Street
Carlisle, PA 17013
15,037.66
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (A1.o ,nlor online 13. Ree. Kuletlon
(If more 'pace II nllded, InSlrt additional Iheet' 0' ..me llze)
15037.66
/:} / h' <,-
BUREAU Of INDIVIDUAL TAXES
IHta:AIUHC( lAX DIVISION
D{pr. ZID601
tIARRISIURC, PA 111l1-06GI
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE Of INltERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
FINANCIAL TRUST
1 W HIGH ST
PO BOX 220
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
SERV5 CO
PA 17013
1--
02-10-97
MILLER
05-31-96
21 96-0554
CUMBERLAND
101
Anaunt Rellit hd
.
"1.1"'"'''111.'''
EDNA
M
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGI5TER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ifE'v:iS'4YEX--AFP-mf:96Y"iioYicni,,-i-NHEiiii'ilNCE-YAx-iiPPRA-isEifEiiT".--ALi.-liw;'N-CE-cfR---------u-m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER EDNA M FILE NO. 21 96-0554 ACN 101 DATE 02-10-97
TAX RETURN WAS, (X) ACCEPTED AS fiLED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.d Eaht. (Sch.dub A) ll)
2. Stock. and Bond, (Schedul. OJ (2)
3. Clos.ly Hald stock/Partnership Int.r..t (Schedul. CJ (3)
4. Hartg.gal/Not.. Rac.ivabl. (Schedule OJ (4)
5. C.sh/Bank Deposita/Hilc. Parlonal Property (Schedule E) IS)
6. Jointly Owned Property (Schedule F) (&)
7. Transf.r. (Schedul. G) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expanses/Ad... COlts/Hisc. Expans.. (Schedul. H) (9)
10. Debts/Hortgaga Liabilitia./Lians CSchadule I) CI0)
11. Total Deductions
12. Nat Valua of Tax Ratu~n
13. Cha~ltabla/Governnantal aaquasts (Schadul. J)
14. N.t Valua of Estata Subjact to Tax
NOTE:
) CltANGED
37,000.00
.00
.00
.00
3.679.16
.00
.00
(8)
6,676.56
16.764.76
Ill)
lIZ)
(13)
1I4)
NOTE: To in,u~a p~opa~
cradit to your account,
subnit tha uppar po~tlon
of this forn with you~
tax paynant.
40.679.16
;>~.641 ~;>
15,037.66
15.037.66
.00
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of line 14 at Spou.al rat. CIS)
16. Anount of line 14 tax.ble at Lina.l/Cl.s. A rate (16)
17. Anount of lina 14 taxable at Coll.t.~al/Cl... a rat. (17)
18. P~lnclpal Tax Dua
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT (_)
INTEREST (.)
.00 X .00.
.00 X .06.
.00 X .15.
llB)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
.00
.00
.00
( IF TOTAL DUE IS LESS TitAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.)
on
,- -...
'. ,
O!
:JJ
!1 (.;
\ ~ J
'.J
., .'....
,-
r -;
l. ~,
,-=>
u
"J
~I"~ \ #
_0.
l'.
RESERYAtlONs Eltat.. 0' dlcadant. drlng on Dr bafor. D'c'~'r IZ, 198Z .. I' any future Int.r..t In the I.tat, I, tran,farred
In po.....lon or .nJoy..nt to Cl... a Ceol1at.ral) beneflclarl.. of the dlcedlnt .ft.r the .~plr.tlon of any ..tat. for
llf. or for y..r., the Co"onM..lth hlt.by ..pr...lv r...tv.. the right to appral.1 and ...... transfer Inheritance T....
at the lawful Cl... a (collat.ral) rat. on any .ueh lutur. Int.r..t.
PURPOSl Of
NOTICEs
To fulfill the requlta..ntl of Section Zl~D of the Inheritance and [,tat, raM Act, Act tZ of 1991. 72 P.S.
Section 2140.
PAYHEHTI
Detach the top portion of thl, Notlel and lubalt with your p.y..nt to the Raglltar of Will, printed on the tavar.. .Ida.
nHa6te ch.ck or .on.y ord.r payable to: REGISTER OF MILLS, AGENT
All pay..nt. r.calv.d .hall flr.t b. appll.d to any Int.ra.t which .ay ba due with any r..alnd.r applied to tha ta..
REFUND (CR) J
A rafund of . t.. cradlt, which was not raqua.tad on the Ta. Raturn, .ay ba raqua.t.d by coapI.tlng an ~Appllc.tlon
for R.fund of Pann.yIv.nl. Inn.rltanc. and E.t.t. Ta.~ (REY-131]). Applications ar. avallabI. at the Offlc.
of the Ragl.tar of Will., any of tha Z] Rav.nua Ol.trlct Offlc.., or by c.IIIng the .p.claI Z~-hour
an.werlng ..rvlce nuab.,.. for for.. ordarlng: In PaM.ylv.nla l-aOO-36Z-Z0S0, outslda P.m.ylvanl. and
within local H.rrl.burg .r.. (111) la7-a09~, TOOl (117) llZ-ZZSZ (Ha.rlng I.p.lr.d Only).
aBJECTIONS:
Any party In Int.r..t not .atl.fl.d with the .pprsl....nt, allowanc. or dl..llowanc. of d.ductlon., or ........nt
of ta. (IncludIng dl.count or Int.r..t) a. .hown on thIs Notlc. au.t obJ.ct within sl.ty (60) d.y. of r.c.lpt of
this Notice by:
--wrltt.n prot..t to the PA D.p.rt..nt of R.v.nue, Board of Appa.I., D.pt. ZaIOZl, H.rrl.burg, PA
...l.ctlon to have the .att.r d.t.raln.d .t audit of the .ccount of the p.r.onal r.pr...nt.tlv.,
.-app.al to the Orphan.' Court.
171Za-lOU,
OR
ADHIN
ISTRAJIVE
CORRt:CTIONS:
F.ctual .rror. dl.cov.rad on thl. a.......nt .hould b. .ddr....d In writing to: PA Depart..nt of Rav.nu.,
Bureau of IndIvidual Ta..., ATTN: Po.t A.....eent R.vlaw Unit, Dapt. Za0601, Harrl.burg, PA 111Z3-0601
Phone (111) 737-6505. S.a paga 5 of tha book).t ~In.tructlon. for Inn.rltanc. Ta. R.turn for. R..ld.nt
D.c.dent~ (REY-lSOI) for an ..planatJon of ad.lnl.tratlv.ly corr.ctabl. .rror..
DISCOUNT:
If any ta. dua I, paJd within thr.. (]) caland.r eonth. aft.r the dec.d.nt'. d.ath, . flv. p.rc.nt (S~) dl.count of
the t.. paid Is allowed.
PENAlTVI
Th. lS~ t.. Ban..ty non-partlclp.tlon penalty I. co~t.d on tha total of tha ta. and Int.r..t .......d, and not
paJd b.for. January 13, 1996, the fIr.t day aft.r the .nd of the taM san..ty p.rlod. ThJ. non'partlcJpatJon
p.nalty J. appe.labI. In the .... .aM.r and In the the .a.. tl.. p.rJod a. you would .pp.al the taM and Int.r..t
that has b..n .......d a. Indlcat.d on thl. notle..
INTEREST:
Int.ra.t I. charg.d beginning with flr.t day of d.1Jnqu.ncy, or nln. (9) eonth. and on. (1) day fro. tha data of
d..th, to the data of p.y..nt. T.... whJch b.ea.. d.llnqu.nt b.for. J.nuary 1, 19az b.ar Inl.r..1 at the r.ta of
.1. (6~) parcant p.r .~ c.lcul.t.d .t . dally rata of .00016~. All t.... which b.cae. dalinqu.nl on and .fl.r
January 1, 19az will baar Intar..t at . r.t. which wIll vary fro. cal.ndar yaar to cal.ndar y.ar wJlh that r.la
announcad by the PA o.part..nt of Rav.nua. Th. appllcabl. Inl.r..1 rata. for 19az through 1997 ar.:
'!!!! Int.r..t Rata Dally Inlera.t Factor !!!r Int.ra.t Rllta Dally Inlernt Factor
193Z ZO~ .000S43 1987 .~ .OOOZ~7
1983 16~ .000433 19a3-1991 11~ .000301
1934 UX .000301 199Z .~ .000Z47
1935 11;( .000356 1993-1994 7X .00019Z
1936 10~ .000Z7~ 1995-1997 n .000247
.-Intar..t Is c.lculat.d .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca J..uad aft.r the ta. b.eoaa. delinquent wlJI r.flact an Int.r..t calcuJatlon to flft.~ (IS) day.
b.yond the dala of the a.I....ant. If payaant Is .ad. aft.r the Int.r..t eoapullltlon data lhown on the
Notlc., eddlt10nal Internt au.t ba c.lwlat.d.
OR