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PETITION FOIt I)IWUATE IInd (;ltANT OF LETTERS
No. _d..L:JQglf_":"_1.a35___
To:
I{cgblcr of \Vii" for Ihc
('011111)' of _ Cumbcrlund__ ill Ihc
l"onul1onwcallh of Pl'lln~yl\';lnia
Annll C. Miller
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SIId,,1 S"l'IIrit,l' "'". 174~-20:1625 _ _ ____
Thc pClilioll of Ihc IIl1dcr\igllCd rcspcclfllll)' rcprcsclm Ih'lI:
Your pl'liliolH.'I('.}. who b/aTe 11'1 year\ of age or oilier an Ihe CXC'UI..or named
illlhc ""I will of Ihc ilhllVC dccl'dclIl, dalcd _---LebrullJ:Y--11. , 19_8B_
illld cpdidl(s) l!:lIcd ~_Nl!l!e__,
-44,YL&>~I.~LcL--LLL1~ t.'~.L4.-<./ 11;,....R~'J. J;., ,;.&1'.-
"'/':7.,,1 (rAIA.nl. Y..,.._~ 7if,.. ^....~...-:j -/>" .~~",..._...;'!l(.,.~ ~o<("'l' - d"?"''''' - 7'1'9
brilh: rcJl.'\ilIl1 dl(lIl1l\I:llIl'I..'. I.',~, rClIlIlh:iillinn, l1l'.llh 111 C\l'(Ulm. etc.)
DCCClldclI1 1",,, domidlcd :II dc,"h ill Cumberland. COIIJ1l)', PClIlIsylvalliil, wilh
h er Iils~ filmil)' or pl;illdpill bsidCllcc al l!lO~Alhster Church Roao, Carlisle. PA
170.LL( h.\Qst_ V(lI1"S .c.r\'~,,~)
lIi\1 \lrl'I.'I, 1Il1l11hcr ;lI1d IIIl11h:ipalil))
()cCClldclII. IhclI _1!l__ )'Cilrs of agc, dicd
al Carlisle Hospital
Exccpl (IS follows, dcccdcJ1I did JUlImilrry, was nOI divorccd alld did 1101 havc iI child born or adopled
after execlllion of Ihe will offcrcd for probille; IVilS 1I01lhe victim of iI killillg alld WilS lIever ildjudicilled
illcompclclII: None
()cCClldclIl ill dCalh oWllcd properl)' wilh estilllillcd vilIIICS ilS follows:
(If domidled ill Pa.) All persollal properlY
(If 1I0t domidlcd in Pa.) Pcrsollal properly in Penlls)'lvilllia
(If 1101 domiciled in PiI.) Persnrlill properly ill COllnt)'
Value of real cslille ill Pennsylvania
siluated as follows: 150 McAJIis1cLChur.ch..Roado-Carlisleo-EA
June 19
,19 96
1.500.00
s
s
s
S 125.000.00
WHEI{EFOI{E, pelitioner(s) respeetfnlly
presel1led hercwith and Ihe granl of ICllers
theron.
Rg~~L:
TI CAllister Church Road
C8~rJisleJ PA 17013
requesl(s) Ihe probille of Ihc lilsl will and CDdicil(s)
testamentary
(1l."\IOlllll'lIlilry; ndmil1i\lr,llitllll.".I.ll.; iulmini'lralil)1l d,h,n,I.',I.a.l
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Willi nlILEJ!liller
P. O. Box 417
---..Whi1chl1ll._PA 180Jj2
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA }::;8
COUNTY OF CUMBERLAND
The pClitioncr(~) ahOVe-mlnH.'\! ~wcar{s) or affirm(s) thatlhc statemenls inlhc foregoing petition arc
IIue and currecllulhe bc,' uf Ihe kl!,)wlc<lge and hcliel' uf Pctilioner(sl al1lllhat a, pcrsonal represen-
Hllivc(,) uf the abovc deccdclII pelilioncr(s) will well and 11111)' adminisler Ihc cstalc according 10 law.
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Sworn tu l~r afnrmc~trlnd SUbscribed.J -t~(~.' ""'~.' ~ ~
bcfoHG' IU!:.JJus _~____ day <:,1 L ~{o. . ~
AU UlST , -... l \ I ,. 'J(, "
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D']Q[(;i__7~lU<'-<''.t,..~'PLt:=tjlL~{ .>_ _-.:.~ ~_ ~
~11 ~L'LEWIlS H.'}{ill' \ ....::\.__/_ ~
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No. 021-lqqlt'-~35
Estutc of
Anno C. Miller
, I)cccuscd
I)ECREE 01<' I)RODATE ANI) GRANT OF LETTERS
AND NOW AUGUST 16 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presellled before me,
IT IS DECREED that the Instrumelll(s) datcd February 17. 1988
described therein be admitted to probate and n1ed of record as the lost will of Anno C. Miller
and Letters Testamentary
are hereby granted to Robert E. Miller and William E. Miller, CO-E"E~lIlor"
FEES
Probate, Letters, Etc. ......... $
Short Certlflcates(2 ) . . . . . . .. .. $
x-pages
Renunciation ................ $
.1f'P $
TOTAL _ $
AUGUST 16, 1996
~)11~
235.00
SteDhen D. Tiley (32318)
ATIORNEY (SUll. CI. I.D. No.)
5 South Hanoyer Street, Carlisle, PA 17013
ADDRESS
s:88
5.00
249.00
Filed
...................................
(717) 243-5838
PHONE
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LETTERS AND ORDER WERE GIVEN TO THE CLiENT WlLLIAM E MILLER
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IN WITN/(SS I<lIImmlF. I hOlvl' IlPn'lIntn Hl" my hnnd 1111<1 Hl'1I1 I.hlH j'/''''dny of
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Sillned, scaled, pllblished nnd declnred by the above nnmed Testntrix, Anoa
C. Miller, as and for her Last Will and Testament. In the preseot,e of us, who,
at her reqnest and In hIs presence and In the presence of cuch other, hnve hereunto
subscribed Ollr numes ns witnesses thereto.
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CERTIFICATION OF NO'rICE lINDEH Ll!JI~_1~!!J.
Name of Decedent:
ANNA C. MILI,ml
Date of Death:
June 19, 1996
Admin. No.
21-96-635
Will No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5. 6( a) of the Orphans' COIlI:t Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Sept. , 1996 :
Address
~
Robert E. Miller. 148 McAllister Church Road. Carlisle. PA 17013
William E. Miller. P. O. Box 417. Whitehal1. PA 18052
Notice has now been given to all persons entitled thereto under
Rule 5. 6( a) except no exceptions
Date: Sept. ,/,1996
.2l7r< '
Signaturo
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Name Stephen D. Tiley
Address 5 South Hanover St.
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Carlisle, PA 17013
Telephone(117) 243-5838
t.,;: .:,.: tl- 0::7,
Capacity:
Personal Representative
X Counsel for personal
representative
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FIRST AND FINAl, ACCOUNT OF HOBERT E. MII.I,ER AND WILI.IAM E. MII,LEIl,
EXECUTORS 01' TIII~ I,AST WII,I, AND TES'I'AMENT OF ANNA C. MII,LER, LATE OF
WEST PENNSBORO TOW NSII II', CUMBERI,AND COUNTY, PENNSYI,VANIA, DECEASED
I,E'IYI'EltS TESTAMENTARY ADVEllTISlm:
CUMBERLAND LAW JOURNAL
September 6, 13, and 20, 1996
TilE SENTINEL
September 5, 12, and 19, 1996
DATE OIl DEATII:
June 19, 1996
ESTATE FILE NO. 21-96-635
PRINCIPAL RECEIVED
Accountants charge themselves with the following principal amounts received:
1996
Aug. 16
16
Dec. 18
1997
Mar. 7
Sept. 30
Property tax rebated, Commonwealth of Pennsylvania
Refund, Consumer Life
AARP health insurance benefits
195.00
33.28
406.14
Proceeds sale of household goods and personal property
Proceeds sale of house and lot of ground at 150 McAlister
Church Road, West Pennsboro Township, Cumberland County,
Pennsylvania
3 diamond rings, per appraisal
TOTAL PRINCIPAL RECEIVED
10,560.00
115,000.00
2,130.00
128,324.42
DISBURSEMENTS
Accountants claim credit for the following amounts paid:
1996
June 21
21
July 1
8
Aug. 15
17
17
23
29
Sept. 8
21
27
Oct. 3
10
Westminster Cemetery, grave opening
Georges' Flowers, funeral spray
Penn National, home insurance
PP&L, electricity
Register of Wills, Letters Testamentary
PP&L, electricity
Penn National, home insurance
Ewing Brothers FunerallIome, funeral services
Cumberland Law Journal, advertising Letters
PP&L, electrici ty
R & A Bender, trash bin
R & A Bender, trash removal
The Sentinel, advertising Letters
PP&L, electricity
375.00
42.40
66.36
139.71
249.00
67.27
66.36
1,052.00
60.00
41.21
135.00
65.00
72.47
44.04
-1-
.
Oct. 15 United of PA, telephone - 25.48 less refund of 4.1-1 21.:14
15 TV Cable of Carlisle - 16.72 less refund of 6.35 Ill. :17
Nov. 11 Dr. Ronald SChlansky, services :1:1.411
11 Walnut Bottom Radiology, services 20.01
11 PP&L, electricity f,7.11
Dec. 11 Frey and Tiley, a/c attorney's fees 200.00
11 PP&L, electricity 115.18
18 Westminster Cemetery 1,:1lI0.00
20 University Physicians, accounl 100.55
20 University Hospital, accounl 245.00
20 Deborah W. Piper, Tax Collector, 1996-97 school rcnl cslnle Inxes 1,107.35
20 Deborah W. Piper, Tax Collector, 1996 personulluxcs 11.00
1997
Jan. 5 PP&L, electricity 128.83
Feb. 8 PP&L, electricity 1011.02
Mar. 6 PP&L, electricity 114.72
13 Register of Wills, Agent, Pa. Transfer Inhcrllllnce Tux - 0,750.00
less overpayment of 356.79 0,3113.21
13 Frey and Tiley, a/c attorney's fees 605.00
Apr. 11 PP&L, electricity 69.78
11 Deborah W. Piper, Tax Collector, 1997 Counly und Township I'enl
estate taxes - 256.58 less pro-ration of 64.14 192.44
May 6 PP&L, electricity 44.28
9 Penn National, home Insurance 68.34
June 5 PP&L, electricity 25.73
23 Penn National, home insurance - 135.66 less refund of 117.00 18.66
23 William Miller, reimbursement for paint 98.87
July 3 William Miller, reimbursement for carpet 100.56
6 PP&L, electricity 25.73
Aug. 10 PP&L, electricity 26.18
Sept. 15 PP&L, electricity 23.98
23 Lloyd's Septic Service, services 175.00
27 Robert Miller, reimbursement for rcpnlrs 156.92
27 William Miller, reimbursement for rcpnlrs 181.56
-2-
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Sept. 29
30
30
30
30
30
30
30
30
30
Oct. 15
23
1998
July 2
1'1'&1., electricity
Deborah W. Piper,"ax Collector, 1997-98 school real estate taxes-
1,040.01 less pro-ration of 780.01
Ebener & Associates, realtor's commission
Notary Public fees
O'Brien, Baric & Scherer, disbursement fee
Recorder of Deeds, realty transfer taxes
Recorder of Deeds, recording Release
Survey
Interstate Pest Control, services
Credit to purchaser
PP&L, electricity
Eichelberger's, services to water softener
Register of Wills, filing Pa. Transfer Inheritance Tax Return
Freyand Tiley, balance Attorney's fee
Reserve to file Account
TOTAL DISBURSEMENTS
RECAPITULATION
Total Principal Received
Less Total Disbursements
Balance for Distribution
PROPOSED SCHEDULE OF DISTRIBUTION
BALANCE FOR DISTRIBUTION
TO: Robert E. Miller
148 McAlister Church Road
Carlisle, PA 17013
One-half of residue of estate:
Partial distribution October 7, 1997
Partial distribution October 25, 1997
Balance for distribution
45,000.00
1,065.00
3,734.16
-3-
29.73
260.00
6,900.00
4.00
35.00
1,150.00
12.00
375.00
25.00
4,000.00
6.43
55.10
15.00
1,310.00
125.00
28,726.09
128,324.42
28,726.09
99,598.33
99,598.33
49,799.16
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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or Pr 18C601
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MILl,Elt, ANNA C.
SOl,:l.l,lSlO,)Il11YHlJABIR
()AlI Of {IIAllt
!JAil (~ t.;I.'II
06 I 19 I 1996
174
02 I 25 I 1926
- 20
1625
(IF AN'U(;.lBLllSUR'wMUGSI'(l(J5l S"'''Ul (l.AST.rllOST. f.UJUDOI( ~"IlAl.J !iOC1AL 5(CUlOIT, M.J.I11(fj
THIS RETURN MUST BE FILED IN [)(JPlK:AJE WlTlllllE
REGISTER OF WILLS
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00 10l"9inalRcfum 02 SuppICf'nent.lrRclum 0 3 Rem.'lndCrR(!tuml~~@oI"".~~l()IbllIHlI
o 4 limited Estate 0 4a Future InlcrcslCompromlSc Ij,l.tollll!.Ill1,lillrdl1n:) 0 5 Federal Estate Tal Rerum ReqUired
00 6 DeccdcntOlCd Testate 1.lJl.J;,,~,oIW.c1 0 1. Occcdcnl Maltll.'lIncd a Lrvlng Trusll.lJl.J;h~,oIIMli _ a Total Number of Safe OepoSltBokcS
o 9. LllIgalJon Proceed, Recewed 010. SpouSJI Poverty Crcd,' ,........,,_, 11." """'" 0 11. Eleclion 10 Ll, under Sec. 9113IAI,,,,,,,,,o,
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
tW.lE CCUfUTELlAJIINGADOR(~~
Robert M. Frey
FlR"'w.ME {1l"nliUtllel
Frey and Tiley
THEPtIONE fMtB(R
717
5 South Hanover Street
Carlisle, I' A 17013
Real E'Llle (Schedule AI
2 Slocls and Bond' ISd1edule B)
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1 I ~, 0 0 O. O~U'
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(1)
(21
(31
(4)
(51
(61
(7)
3. Closely He~ COIporallon.Pal1nership or Sole-Propnelorship
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4 Mortgage, & NOles Rece~able (Schedule 0)
5. Cash. Bank Deposits & M"""lJneou, Personal Property
(Schedule E)
6 JoinUy ONned Property (Schedule F)
7. Inler.VIVOS Transfers & Miscellaneous Non-Prollate Property
(Schedule G 0( L)
8. Total Gross Assets (IOLlI L;nes 1.7)
g. Funeral E,penSC5 & Adminislrnlive Cosls (Schedule H)
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1~7,ff'j6.'11
(8)
':<~,33:?
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(9)
10. Debls 01 OecedenL Mortgage LlJbilillos. & liens (Schedule I) (10)
11. Total Deductlone (IoLlt Un.. g & 10)
(11)
(12)
(13)
.Jt':< ,3 3':<. 'I g
I () (, ,.s-S' oS S-E
12. Net Value 01 Estate (Line 8 minus Une 11)
13. ChariLlble and GovemmenLlI BequeslslSec9113 Trusls lor which an eleclion 10 Ll' has not been
made (Schedule J)
14. Net Velue Subject to Tax (Line 12 minus Uno 13)
15. Amounloltine 14laxable
at the spousal lax rale " x .0
See InstruclOOs on reverse side '0( appflCable per",mlage
16 Amountofline14laxable 10 / ,-,-" .5-~
at6%rale I W loJ oJ .j. .:;J x .06
17. Amountofline 14laxable
31 15%rale , .15
(14)
,I"" ,.s-S-3..s-j
(15)
t,3 '/3 .;(1
(161
(11)
(181
",3 'l 3..:0
18. Tax Due
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
,Ided;nthatl hive I1MinedI'liS flUn.lnc:Il1Jmg~)'ing Idll!duIos a1d Stalemenls. a'1d bile be$1r:Jmy ~ a'ld belief, II lS tnJe. o:mcl <WId CI)l'T1plOle. OoclaratlOl'l of pret)iJl'et oltoer
Iatr . 1'1 .
TlVE
ADDRESS
P. O. Box 417, Whitehall, pA 18053
ADDRESS
148 McAllister Church Rd., Carlisle, pA 17013
, 1998
I 'Nt
OATE
July
DATE
July
...1..,/
, 1998
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__ Cnrllslll
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17111 :I
Tax PaYl110nls and Crodlts:
1 Tal 011(1 (P;lge 1 LUll! lA)
2 Cll'dll!\fPayments
A Spousal Poverly CIL'j,I __ _____. ..
B P"oIPayr"enls __....___Ji.750.00 m'
C Discount
Ii, :1!I:l. 21_ ____
llj~,l~ \ 't~lh il.. H. (1
ti, 750 .110
3 InleresUPenally If applic;!ble
D.lnleresl
E Penally
Tot,lllnhlres~P(m.l!ly (0. [, (.11
4. If line 2 is greater than line 1 . line 3. enter Ihe dllference ThIS IS Iho OVERPAYMENT.
Check box on Page 1 Line 19to reque.t. refund (4)
5 If line 1 . line 3 is groater Ihan line 2, enler the dllleren:e ThIS IS Ihe TAX DUE, (5)
356.79
A. Enler the inlerest on lhe lax due.
(SA)
8. Enter lhe lolal of Line 5. SA, This is Ihe BALANCE DUE. (58)
Make Check ~abfe to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "XU IN THE APPROPRIATE BLOCKS
1. Did decedent make a Iransfer and: Yes No
a. retain the use or Income of the property transferred; ............................................................. 0 ~
~, retain the righlto designate who shall use the property transferred pr its income; ................ 0 ~
c. retain a reversionary Interest; or............................................................................................. 0 IX!
d. receive the promise for life of either payments, benefits or care? .........................................0 [Xl
2. If death occurred on or before December 12, 1 982, did decedent within two years
preceding death transfer property wilhout receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .............................................................................................. 0 ~
3, Did decedent own an "in trust for" or payable upon dealh bank account or security
at his or her death? ...................................................................................................................... 0 [Xl
4. Did decedent own an individual retirement account, annuity. or olher non-probate property?.... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P .S. 99116 (a) (1.1) (i) provided for Ihe reduction of the tax rate Imposed on the net value of transfers to or for the use of the
surviving spouse from 6% 10 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P.S. 99116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exempt a transfer to a surviving spouse
from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even If the surviving spouse
is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an "x' in the
appropriate space.
Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No 0
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which lime il will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J. Part It, in order to remove il from the calculation of the tax due in this eslate. You may wish to file Schedule 0 in order to
make the election available under Section 9113. If the election is made,the trust or similar arrangement is taxed in the est ale of the
first decedent spouse. the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate.
and the remainder is taxed at the rate(s) applicable to Ihe remainder beneficiary(ies), If you choose to make the election. you must
aUach Schedule 0 to a timely-filed tax return. along with Schedule(s) K andlor M in order to show the apportionment of Ihe trust or
similar arrangement between the surviving spouse and the remainder beneficrary(ies)
'.
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SIIERYL L. t'lJ\IIAGAII
E. M. Of lULU: ESTATE OF AIIIIA C, MI J.I.EIl
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f. IWE or UII)U: CIIASE HAIIIIATTAII MORTGAGE CORI'
343 TIIOR~~~LL STREET
G. Pf(J>[ln 150 MCALLISTER CIIURCII ROAD
lOCATlDIIII ~;~;T~;~llS~~~~ ~~IIS~~I'
.. lUlU_III AliUh HICIIAEL A. SCIIERER
'LACE Of SEnml[l'l 17 WEST SOUTII STREET (717) 249-6873
CARI.{liLt; . PA 1701)
I. sellU.I' DAJEz no_,n.o,
J. SlMAtr Of IORIMI'S "ANUCIl(lf r. $INCA" or SHIU'S IUNSACllDiI
100. ClOSS AM(lM' ru: u(Jt IORICIA"I: 400. GIlOS'; ""'.lfl Ol.l: 10 SllIn:
101. Conlnet sat.. nrlu ...lli...MILJHl t"OI. COIllrA'l ul~, priu 115.000.00
102. PenOMI PrnrvorlV ~Ol. P('nONI PropNly
'OJ. ';e(t1~nl chlr ~I 10 borrower ;Une'4001 ---2,.QR~ .,.
''''. t,,01,.
10S. t"OS.
Adhal..-nll 'or It... n:t.ld I... lelll'r In 8dvOfIU' Adjll"llllrflll for 11""* ~lld I... lellf'r In .t..DnCt"
106. CII..../lown (I. ,. t,,06. Ci1"/tow" 1.1. ,.
107. COlIIIV In 1~;;n-1t1 -'~Jl1 r.d J.j 401. County IIU nl1n ,. ~11 r.d
1oa. ....uuNnl. ,. 011. ...IUU....nll ,.
,... . Tv.~"n 780.01 ... SCHOOl. TX 9130 TO 6/)0 ,.n n,
110. t.10.
111. t,,11.
112. t.12.
120. GIlOS'; AlUM. DUE U1Jt nlfUl " 'Q.JlJl!i.!;Jl ~l!!:. GIl~S ""'..., Oll 10 stUll '1J2,Jl1hl2
2tIO. MaltlS PAID IT (If 'M .[HAU or It'lllfUI: '100. II00JClUWS '1 A.II'lIlU ()lJ: SlIllI:
20'. Dl'nlI,1t or esrlll'll h)Ilf'V 1 nnnnn ~Ol. hee", denn"iI h~r InUrurlionsl
202. Prlncl~l MlOU"lI 01 Ill'W to.ln(l) , no . , ~n . nn '102. Seul...-nl chlrg.... 10 nller (11M 1400) ---1L~&l!
201. hl.llna 10.lnfa) II"'" .w1eu 10 'IDS. hlulng 10In(l) tlten Iwlec1 10
2"'. '104. Payofl 0' flrsl iIIIOrlglge lOin
2M. 'IDS. """off of ....cond lIlOn IlIe lo...n
206. --L 000.00 06. rJu;DIT TO I'URCl1J\:1E" --LOOO.OO
207. .,01.
2011. 'i01l.
m. ,...
Adlusl-..nll lor II~ '......~Id ~ nlll'r --!ill",I....,I.. I., 1I~'!'e'!ldl...lt!ller
210. Cltv/lown Ill. ,. ~10. City/lown 1.11 I.
111. COlIIlv II. I. \11. COl...ly l,u I.
211. huulIll'nt. ,. \'2. hunllW'nl" ,.
2n. llLl'/EST I'ENU:1UORO TWP TA~ __L 040. 01
214,. 'III,. rn SCIIOOLTAXf:1l
115. 'l1~.
216. ~16.
217. 'Ill.
2111. ~III.
219. - IO.
m. 10Ul PAID ."'(11 1I0UICUI: .lH.2.2D .JlD "'0. IfIIAt IIDUCII'.5 t'l.!....SlIII.L___ _SH,.:i1LJll
100. CUM A' SUntM"" nCltllo IORIIWI': hOO. CA5H A' SIIIIIMfNI lO"'r.M SIIlII:
101. Crou IftlOU'\t 0;. fr~ borrowll'r(ll". 1&'01 10 n .JlJl.h.l;1l 01. Crou ~I ~ 10 ull.r (11M 4101 J.j5.844.15
102. t.1S -.-.1 Mid ...."or borrow~r(llne210) .ll1.,.2~.!!Q OZ. leu r"d..e1Ion ~"I ft.,. ullrr(llne"llOI .-lL.:i..H.Jll
101. CAlM I II flCIl ) I n 10 ) PIMa: $6,636.68 601. CASH ( tl 10 I I II nl:Jt) SEUUl1 102,30J.14
l", Iilli. 1\01016\
HLO.1 Setlltllltfll Stltt'lllC'nt
lev. S'M
P'ge 1
IuPI lUl)l '"~ II_I
~'I(J.&)
IUPA. "II t"J0\.1
'Ir [was __ .......~._ _ . ...~.._._"__ __ ____..____. _~ _...._..__. ___
,IAl SAIIS/lmll'S O"'IIIlIw: I'AIO Ill" NolO '~l"
....UD Olt rllel, 'lJ ~ "q()o_,oo w " t, . ~(l, ~HlO. 00 fll}t'{J\,,'U'\ \Itt'.,\
DI"I..on 01 r...I.._I"I_~~I.,.". ~!_~~_ 111111_: IUIojll\ 'lJlI~\
01.' (I.I.?J)J~.J.Q.(L______ .~!:'.I':III-:U1:H I. ^~:~:()('I^,n:!l__.I., .I.,
701, , ._ In \1I_1~_~.1_~1_ ___ __~~!".Ilrl__
loJ. CMtIllnlon ,,.It.l.t_~!~!,___ ___ __ ______m_______. _____f!.,.9_PQ_..QQ
104. .___._.__.. __._.' . .._.._n_ ___ ~_______ _ _~__,___.
600. IIl1tS 'A'Altr II a.'fCl_~~"~I_I~._l~~~.: _ .__~ __,,__. .______. __._
801. lo,," Orllll~llm I" ._____ L ~ ~MUC _ .__.. __.1 LQ?_~!.~Q __~__._.d __
MI. loan Dlutll"ll .!J '~MMC "..____._ . ________m __.___ __._!df!.?~ _____.____._
8OJ. Awu'nt 'l't' 10: l~mL^PJ;~t._^1f^j.vill!i ..(~;n~._O().L_. ._...___. __ .:_____2!").UJJ _______._
804. Crf'(tU I"r-Jrl 101 nM~Lm::^I..._E!i'I'__UH~_m':JtV__(~.!-'_!j_dJOj ____..________ .:__Jl_!-1_Q _____._.__
8O!i. l~r's In'J"l'Clloo ,.t' ____.u________._______________ _____ ._____
806. Mortg'Qt' Insur.,lC. A'..lllr.II~!!..!.1,~_______~_._____.___~___.____"___.___ _._____ ~____~__
807. A"t",tIM fl'. I-'lpOIJ eJ;Jrr:.I-,U:,E_O[_JPMt_'I'O_.~~rJ~~H_.____~__ __1.!.9.!! _______
OM. ThlLlll;nvlgt: F~t;...:!~O_'!1lll!WM!t:J!I<:(Ult;"I,__~!;'r.-:I'X_IU;B___ ._-&2,.1:)9 _______
000. MOI!r..Gl\~ILll!Ltllli!LJ:!LIIM.I:HIIL.GIJA_!lM!'LCQIlI'_.._____________ _.!!..~.....1!i ______
810. DOC PUEP rgr. 'ra CMM!= _~!j0. 00
0". FLOOl> Ct:RT-II!.!TIlll~I!LJE!:"""I\.M'mJ.s:l\rU:J.oOIU,^,I:lI...sa:1l 11.00
900. IIlMS 'IW'IID If UNDII 10 II rAID I. ADYANC(:
901. Intt'ft'1t lrCllt 9/JOlo lOL~
90l. Mortglge Imuranu pr""h.... 'or ..,. 10
90S. "."rd In\UrMlCe Pf'""h... 'or 1 yr'l.. 10 'I~H_J\y.}a,.~US U!f'....J$J75. 00) --1~~C~_
904. flood In\urarw:e rr_tU!I tnr 'f"". 10
._---------" -~--~~----_..
,.
22.07
Id.~
22.07
............."...............,..
..,.
1000. InUYU DU'OSIUD '11IM ((11IO[11
IDOl. M.r.rd lnluunu
1002. Morlgltgl Imurmu
1001. tltV proper tv t....
1004. CllI..nty propertv I....
1005. ArnJlIl alUISIIlt'nts
1006. flood Inluranu
'001. SCIIOOL TAXES
'000. AGG ESC AOJ
1100. IlllE CKA.r.lS:
1101. St'UINtMI or Closing ft'e to
1102. Abstract or IItI. ...rch to
110]. flllt' e...I~tlon to
1104. flU. Insurance birder 10
1105. Doeunmt pr~ntlon lo
1106. Not.ry It.. to CASH
1107. Attornev" 'ets 10 FREY & TI LEY
(Inc:lude, .boye IttlJlS /rI~n:
1108. fltlt' Inluranu to 0 I BRIEN BARIC & SCHERER
(Inc:hrdn aboyt' ltetll5 /rI~n: 1101-1105 1107-1111
1109. It'1derl, covt'r.gt' S
1110. Owner', COY".;e S 89J. 75
1111. END 1100-S25/1300-525/1900-525
"'2. O'BRIEN BARIC & SCnERER .1DISBlJRSEMENT FEEl
1I1l. O'BRIEN BARIC & SCIIERER (A!RBOR/IE FEEl
1200. ooY[I"I' 'Itumll' All) '1AISrll CKAlrn:
1201. Rtcordln; ft'esl Dted S 2 J . 50 :Hort9119l!' Jl . 50 ;Ill!lt'llst ,
1202. CltV/COU"lty t.'/111lfIllS1 Dted S 1 150.00 ;"0119119t ,
120]. State ta./ItIllpSl Dted' 1 150.00;Morrgagt"
1201..
1205.
1300. ADDitiONAL stJJUHUI CHARClS:
1l0.. Sumy toMASON-l>IXOtl-RlIDON REMEl>IA"ION
1l02. hit Inspection to INTERSTATE PEST C9tl'fROI.
1l03. LLOVO WAT TEST'
Il... LLOYl> ISEPT CIl IS/75. 001
1l0'. LLOYD nOME IlIlSP.f*J;tOtl ! . _ --LP. o. C~.
1400. IOlAl s(lur~.~thICU: j,fnt/c ~~ tOJ, SKtl... J ..... I In.. ~01. St'Ctlon rJ ~ 04 2.5) S8 501.00
1 hayt' urt'Ull~n" !j;~ht' I Sftlr ,,~t Stllt~"1 Illwilo 1ft. bf'\! of wry 'novll'dgt' and bIolll!'t, It Is II trUl!' And .rCUlllt'
ItAI~nt 0' aU. I t. 1M . 'burl, {Ill.......... (lUll or by '1 In Ihh trllnuctlon. I furtht'r unity thlt I hlwl!'
rtulyt'd. cOf"V of h ~. Llttr;; /Itl"lW'n! \
'1//., --1 .-;] ~~~
V Bdrrowl! ,'-(fU--~ St'lhr
,.
) IIWlnth. ; I
'"'I hi ; ,
lllOnlhsill
Oll'l'lnth\ ; ,
IMI1lh\ ; ,
,",,"lh\i11
Jrnonlh\ ; ,
IIW:lnlh\ iI ,
) 1. 25pt'r lIW)Rlh
pt'r Mnlh
fll!rrnonth
~1. JOJ'lf'r IMnth
p"'rrnonlh
,..-r lMn!h
or.. 67rx-r IIIlnlh
pl!r lrOn!h
9J.75
/7 1. 04
260.01
106.90
6.00
4.00
(P.O.CeJ
968.75
35.00
31.00
12.00
55.00
1 150.00
12.00
1 150.00
375.00
375.00
25.00
{P.O.c.1
(P.O.C.1
The Htl)., Settltfllmt Stat nt \Ihlch I haye prtpllrt'd Is A tr~ lrod Iccurtte acc
,,~. th. 'und. to'" dl...."'d In?;;!:,: .lth Ohio ""_nt.
Ml~~t:1l .
09-30-97
0,1If'
""'Illlle: It Is II crI~ to tROWlngly lM't hlu Stlltt:'l!ll"nts to thl! Unit..d Stain on this or IInv othtr IllIItlM forlll. rtMltiu
~ cnnylctlon CAn Inth-*, II II"" 11M l""rlSNrw-nf. 'nr dt>l.,i!\. vt> IlII" 18 u.s. Cr:>M S'n,on 1001 Im1 Sflctiort 1010.
MYtIllIP'C""
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-IIIHi:l5
C()lAIol(lt(M^llltOfPENNSYlVNM
INlIlRl'~ IAA RllURN
R I NI NI
ESTATE OF
ANNA C. MIl,I,lm
Indude!he JlItlCll"d1 ollitl;.tion and !he dato!he ptOCOOd. welo 10Cll1vod by 1110 ..lato AIt plOptrly jolnlly-o...ed wtth the rlght of IUNlvonhlp mUlt ba dllcloled on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
3.
Commonwealth of Pennsylvaniu, property tax rebule
Refund, Consumer Life Insurance
AARp Health Insurance benefi ts
Proceeds sale of household goods und personul property
Three diamond rings, per appraisal
195.00
33.28
406.14
10,560.00
2,130.00
2.
4.
5.
TDTAl(Also enter on line 5. Recapitulation) S 13,324.42
(If morn space Is needed. inserl additional sheets ollhe same size)
,
G E ~I DES I G N S
August 8, 1996
re: Statement of fair market value for the estate of Anna C.
Hiller.
One 14KYG 2mm wide plain wedding band weighing 1.84 gr.
Fair Market Value... I II' ...............$30.00
c .!fr.J SU-d;:{:a-
.C. Paul StUbbe, G.G.
3144 Hamilton Boulevard Allentown, PA 18103
~/~ ~2()'9469
1t~-'~I"IU"1
9,'1~,Q
'tifIt,!
SCHEDULE F
JOINTLY -OWNED PROPERTY
COMMONWUUtt Of '(NNSYlVAt4IA
INIUIlIlANC[ 'AX UfURU
InlOW' OICIOINI
ESTATE OF
------------!"TLENUMBER
21-UO-035
. - -- - - --.--
ANNA C. MII,I.lm
Jolnl I.nonll')'
NAME
A. William E. Ml11er
ADDRESS
-----.--------.. -~
1'. O. Box 417
\Vhllehllll, I'A 18052
.. .Jl~~ATlQ.t.'ISHIP TO DECEDENT
Son
B. Robert E. Miller
148 Mc A1\ister Church Rd
Carlisle, I' A 17013
Son
C.
Jolnlly-own.d prop.rlYI
ITEM LmER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. A&B 9/1/67 Farmers Trust Co. checking
account #428639 1,684.37 1/3 561. 45
Accrued interest to 6/19/96 1.63 1/3 .54
,
TOTAL (AI,o enter on Iino 6, Recapitulalion) S 561.99
(If more space is needed insert addifional sheets 01 some size)
FARMERS II
TRUST
October 25, 1996
Frey & Tiley
5 Soulh Hanover Slreet
Carlisle, PA 17013
Re: Eslale of Anna C Miller SSN 174-20-1625
Date of Dealh: June 19, 1996
Dear Mr.Tiley;
In answer to your request concerning accounts owned, either separately or jointly, by the
above referenced decedenl and the balance in each account as of the date of dealh, we have
checked our records and are submitting the following infon lIaliol' in duplicate. We suggest
that you file one of these letters attached to the Pennsylvania Inventory forms (RCC) 10
substantiate Ihe balance you report.
Note that we have shown the correct regislralion for each account. Also, inlerest accrued to
lhe date of death, if any, is listed as a separate figure.
Checking account #428639 was originally opened 9/1/67 or before. The account was tilled
joint between Anna C Miller or William E Miller or Robert E Miller. The balance as of 6/19/96
was $1,684.37 plus $1.63 accrued interest for a total of $1,686.00. The account was earning
2.00% interest at the time of death.
We have no record of a safe deposit box in the decedenls name.
Si7Y'
~~.,~SSev(
Karen Tomassone
Supervisor Customer Service
One West Hi~h Slreell'.O. 110\ ~~o C.ulisle,l'l'llI1syh',lI1iil 170Ll (717) ~H-:;~l~
. ...y""II'I"~
.b
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Cw..-orM1.4.l111Of M'.';~I't'l\J,l.tjIA
IWlnUl.4.NCr tA..IU lUllII
It q " CllMtH
ESTATE OF
FILE NUMBER
21-!III-li:lr.
ANNA G. MII,I,E!t
Debts 01 decedent mUlt be reported on Schedule I.
ITEM
NUMBER
A.
1.
8.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
DESCRIPTION
AMOUIH
FUNERAL EXPENSES:
Westminster Cemetery, grove opening
Ewing Brothers Funeral Home, funcrnl sel'vices
Georgcs' Flowers, funeral sprny
375.00
1,052.00
42.40
ADMINISTRATIVE COSTS:
Pe..onal RepresenlalMl's ConvnisslonS
Name of Personal Representative (s)
Social Securily Numbe~s)1 EIN Number of Pe..onal Represenlative{s)
Sueel Address
0.00
City
Slale
Zip
Yea~s) Commission PaOl:
Attorney Fees
Famiy Exemption: (If dea!dents address b not the same es claimants. anach explanation)
Claimant
SlreelAddress
2,115.00
0.00
City
RelationShip 01 Claimant to Decedent
Stale
Zip
Pmbate Fees
249.00
Accountants Fees
Tax Relum Prepare(s Fees
Penn National, home insurance
Pp&L, electricity
1'1'&1., eleetrieity
Penn National, home insurance
Cumbcrland Law Journal, advertising Lettcrs
pP&L, electricity
R&A Bcnder, trash bin
R&A Bendcr, trash removal
The Sentinel, advertising Letters
pP&I" electricity
United of PA,.telephone - 25.48 less rcfund of 4.14
TV Cable of Corlisle, coble service
66.36
139.71
67.27
66.36
60.00
41.21
135.00
65.00
72.47
44.04
21. 34
10.37
TOTAL (Also enler on line 9. Recapolulation) $
(If more space Is needed. Insert ad<filionat sheets 01 the same size)
sell EIJUI.E II
FUNEItAI. EXPENSES
AIJMINISTI1ATIVE COSTS ANIJ
MISCEU,ANEOUS EXPENSES
PAGE 2
ESTATE 01'
ITEM
NUMBEH
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
AN N A C. I\1II.1,EIt
DI~CHIPTION
FILE NUMIJEH 21-96-635
Dr. Honald Schlansky, medical services
Wolnut Bottom Hadiology, mcdical services
1'1'&1" electricity
I'I'&L, eleclricity
Wcslminster Ccmctery, account
Universily Physicians, IIccount
Dcborah W. Piper, Tax Collector, 1996-97 school reul eslate luxes
Deborah W. Pipcr, Tax Collector, 1996 personal taxes
1'1'&1., electrici ty
PP&L, electricity
1'1'&1., clectricity
PP&L, electrici ty
Deborah W. l'iper, Tax Collector, 1997 county und lownship rcal
eslnte taxes - 256.58 less pro-ration of 64.14
1'1'&1., electricity
Penn National Insurance Co., fire insurance
PP&L, electricity
Penn National Insurance Co., fire insurance - 135.66 less refund
of 117.00
William Miller, reimbursement for paint
William Miller, reimbursement for carpet
1'1'&1., electricity
PP&L, electricity
PP&L, electricity
Lloyd's Septic Service, services
. Robert Miller, reimbursement for repairs
William Miller, reimbursement for repairs
PP&L, electricity
Deborah W. Piper, Tax Collector, 1997-98 school real estate taxes-
1040.01 less pro-ration of 780.01
1'1'&1., final bill
Ebener & Associates, realtor's commission on sale of real estate
Notary fees
O'Brien, Baric & Scherer, disbursement fee
Recorder of Deeds, recording Releasc
Recorder of Deeds, realty transfer taxes
Survey
Inte,rstate Pest Control, scrvices
Credit to purchaser of real estate
Eichelberger's, services to water softener
Register of Wills, filing Pa. Inheritance Tax Return
Reserve to file Account
TOTAL
AMOUNT
33.49
26.61
57.11
115.18
1,360.00
406.15
1,167.35
11.00
128.83
109.62
94.72
69.78
192.44
44.28
68.34
25.73
18.66
98.87
100.56
25.73
26.18
23.98
175.00
156.92
181.56
29.73
260.00
6.43
6,900.00
4.00
35.00
12.00
1,150.00
375.00
25.00
4.000.00
55.10
15.00
125.00
22,332.88
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-
BUREAU Of INOIVIDUAL TAXES
"tIIINIIAHn fA. 1I1YI:illlN
OII'f. 2'80',01
IwnflSalJMG, 1'& 111111-0ftOI
NOTICE Dr INItERIT ANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
or DEDUCT lOSS AND ASSESSHENT Of TAX
11'.1"'''''' I....,'
ROBERT M FREV
5 S HANOVER ST
CARLI SLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-15-1998
MILLER
06-19-1996
21 96-0635
CUMBERLAND
101
C
ANNA
PA 17013
Aeaunt R.IIUted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v=isW-EX-"FJJ-io'9-=97riioTicEnci'F"YriiiEifii'ANCE-TA'iniPPRA-isEllEii'r-;-,\i.i:owANcE-'(iFi-mmm-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER ANNA C FILE NO. 21 96-0635 ACN 101 DATE 09-15-1998
TAX RETURN WAS: I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. Harig.gas/Notes Receivable (Schedule OJ
S. Cash/Bank Deposits/HIsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
115 , 000.00
.00
.00
.00
13.324.42
561. 99
.00
(8)
(1)
(2)
(3)
(4)
(5)
(6)
17l
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forI! with your
t8l< paYllent.
128.886.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,332.88
9. Funeral Expenses/Ad.. Costs/Hisc. ExPenses (Schedule H) (9)
10. Debts/Hodgell" Liebll1ti../Liens (Schedule I) liD) .00
11. Totel Deductions Ill)
12. Net Velue of Te. Return (12)
13. Charltabl./GoY.~.nt.l Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Het Velue of Estete Subject to Te. (14)
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
re~lect ~igures that include the total o~ ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Aeount of Line 14 et Spousel rete liS)
16. Amount of Line 14 taxable .t Lineal/Class A rat. (16)
17. ~ount of Line 14 taxable at CollaterallClass Brat. (17)
18. Principal Tax Due
??~~? RB
106.553.53
.00
106,553.53
.00 X .00=
106,553.53 X.06.
.00 X .15.
118)
.00
6.393.21
.00
6.393.21
TAX CREDITS:
PAYHEHT
DATE
03-13-1997
RECEIPT
HUHBER
AA185266
DISCOUNT 1+)
INTEREST/PEN PAID (-J
.00
AHDUST PAID
6.750.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6.750.00
356.79CR
.00
356.79CR
. IF PAID AfTER DATE INDICATED. SEE REVERSE
FOR CALCULATION Of ADDITIOHAL INTEREST.
I If TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS.)
/,J. . If/ /i
BUREAU OF IHDIVIDUAL TAXES
."'I:RItAHCt tAil DIVISION
IKPI. 180bDl
fWfAISlLIlU, PA llllA'DbOl
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HDTICE OF IHItERITAHCE TAX
APPRAISEHEHT, ALLDWAHCE OR DISALLDWAHCE
OF DEDUCTIONS AHD ASSESSHEHT OF TAX
RDBERT H FREV
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-15-1998
HILLER
06-19-1996
21 96-0635
CUHBERLAND
101
PA 17013
.IIount R..ltt.d
*
It'.IMI''''' I...."
ANNA
C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ~
ifi';=isW-EX-"FP-iii9-=97riiiificE--OF-YNHERii'iliicE-TA'x-it'PpiiiiisEHEiii'-;-.m.-oiiilNCE-OR'-m--m--------
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF HILLER ANNA C FILE ND. 21 96-0635 ACN 101 DATE 09-15-1998
TAX RETURN WAS: I X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule Al
2. stocks and Bonds (Schedule OJ
3. Clos.ly Held stock/Partnership Int.rast (Schedule CJ
4. Hortgag../Hot.. Receivable (Schedule DJ
5. C.sh/Sank Deposits/Hi.c. Parsonal Property (Schedule E)
6. Jointly Owned Proporty (Schodulo FI
7. Transfars (Schedul. GJ
8. Tot.l Assats
I CHAHGED
lI'
(21
131
141
(51
161
171
115,000.00
.00
.00
.00
13,324.42
561.99
.00
181
22,332.B8
.00
Illl
1121
1I31
1I41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expansas/Adn. Costs/Hisc. Expanses (Schedul. HI
10. Dobt./Hortgogo Liobi1itio./Lion. ISchodulo II
11. Total Deductions
12. Hat Value of Tax Return
13. Charitable/Governmental aequests; Hon-elected 9113 Trusts
14. Het Value of Estate Subject to Tax
191
1I01
ISchodulo JI
HOTE: To insure proper
credit to your account,
sub.it the upper portion
of this fora with your
tax pay.ent.
128,886.41
??33? BB
106,553.53
.00
106,553.53
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal ret. (15)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 taxable at Collat.ral/Class a rat. (17)
18. Prinuipal Tax Due
NOTE:
.00 X .00=
106,553.53 X .06=
.00 K .15=
1I81
TAX CREDITS:
PAYHEHT
DATE
03-13-1997
DISCDUHT ('1
IHTEREST/PEH PAID I-I
.00
RECEIPT
HUHBER
AA185266
AHDUHT PAID
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,750.00
.00
6,393.21
.00
6,393.21
6,750.00
356.79CR
.00
356.79CR
. IF PAID AFTER DATE IHDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDHAL IHTEREST.
I IF TOTAL DUE IS LESS THAH '1, NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR IHSTRUCTIONS.I
,.
"I., ..1 1.
GI~.
CI.Il
RESERVATION: Estat.. of dec.~nt. dying on or bafor. nec..bar 12, 1982 -- If any future 1ntero.l In tha ..tate I, transfarrad
In pol.e.slon or enjoY8Ont to CI.., a leall.ta,.all beneficlarl.. of the dacadant a'tar the ..plratlon of any e.tat. for
llf. or for y..rs, the Co.-onw..lth hereby axpr...ly tal.rv.. the tight to appral.. end ."1'1 tran.fer Inheritance Tax..
at tha lawful Cia.. a Icollata,.al1 tat. on any such future Interast.
PURPOSE Of
NOTICE: To fulfill the requir...nts of Section 2140 of the Inheritance end Eltata tax Act, Act 21 of 1995. (72 P.S.
Section 9UO).
PAYKENT: Datach the top portion of thl, Notice and subwlt with your pay..nt to the Raglsta,. of Wills printed on the raver.. .Ide.
""aka check or aoney order paYable tOI REGISTER OF MILLS, AGENT
REFUND (CR): A refund of a taM credit, which was not r.que.t.d on the TaM R.turn, .ay b. r.qu..ted by coepletlng en "Application
'or Refund of penn.ylvanla Inheritance and E.tate laM" (REV-I31]). Application. are avallabl. at the Office
of the Regl.t.~ of Will., any of the 23 Ravanua DI.trlct Offlca., or by calling the .paclal Z4-hou~
an.werlng ..rvlca ~a~. for for.. orda~lng: In P.nn.ylvanla 1-800-36Z-2050, outllde PennSylvania end
within local Har~l.bu~g ar.a (717) 787-8094, TOO' (717) 77Z-ZZ5Z IHea~lng I~alred Only).
OBJECTIONS: Any party In Int.r..t not .atllflad with the apprals...nt, allowanc. or dlsallowanc. of deduction., or ass....ent
of taM (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. au.t obJ.ct within .Ixty (60) days of r.c.lpt of
this Notice by:
--written prot..t to the PA D.p.rt..nt of R.venu., Board of App.als, D.pt. 281021, H.r~Jsburg, PA
--.I.ctlon to have the aatter det.r.l~d at audit of the account of the p.rsonal repr..entatlve,
--app..1 to the Orphan.' Court.
171Z8-1021,
OR
OR
ADttIH
ISTRATIVE
CORRECTIONS:
F.ctual .rror. dl.covered on thl. ........nt should b. .ddr....d In w~ltlng tal PA D.part..nt of R.v.nue,
lur.au of Individual TaM." AITH: Po.t As......nt R.vl.w Unit, D.pt. 280601, Harrl.burg, PA 171Z8-0601
Phone (717) 787-6505. 5.. page S of the bookl.t "In.tructlon. for Inherltanc. Tax Return for a Re.ld.nt
Decadent" (REY-ISOI) for an .xplanatlon of ad.lnl.tratlv.lY corr.ctabl. .rror..
DISCDUHT:
If any tax due I. paid within thr.. (]) c.l.ndar aooths .ft.r the dec.d.nt'. d.ath, a flv. percant (S~) discount of
the t.x paid I. .llow.d.
PENALTY:
Th. IS% t.x eane.ty non-participation pen.lty I. coeputad on the tot.1 of the tax and Inter..t a...s.ed, and not
p.ld before January 18, 1996, the flr.t day .ft.r the .nd of tha tax ~ne.ty parlod. Thl. non-p.rtlclpatlon
p.nalty I. appealabla In tha .... .annar and In the the .a.. tl.. p.rlod .. YOU would .ppe.1 the t.x end Int.r..t
that ha. bean a..a..ed a. Indlcat.d on thl. notlc..
INTEREST:
Int.re.t I. ch.rged beginning with first day of dellnqu.ncy, or nine (9) aooth. .nd one (I) day froa the data of
death, to the data of p.y..nt. Taxe. which bec..e d.llnquent be for. January I, 1982 baar Int.ra.t at the rat. 0'
.Ix (6%) p.rcent p.r annua calculat.d at . dailY rate 0' .000164. All taxe. which b.ca.. d.llnquent on and a't.r
January 1, 1982 will b..r Int.r..t at a rat. which will v.ry 'rD. cal.ndar y.ar to cal.ndar year with that rat.
announc.d by the PA Dapart..nt 0' R.v.nue. Th. .ppllc.bl. Int.r..t rat.. 'or 1982 through 1998 are:
'!!!! Int.r.st Rat. Dally Int.r.st factor ~ Int.re,t Rat. Dally Inter..t fllctor
1982 20% .000548 ' 1987 9~ .000247
1983 16% .000438 1988-1991 11~ .000101
t9.. 11~ .000301 1992 9~ .000247
1985 ,,~ .000356 1991-1994 7X .000192
1986 I'~ .000Z74 1995-1998 ., .000247
uInt.n.t I. calculat.d a. 'ollow.:
INTEREST = BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. Is.urad .ftar the t.M beCOM. dallnquent wlll r.fl.ct an Int.r..t calculation to flft..., (5) day.
~yond the data of the .......ant. I' pay..nt I. .&d. a'ter the Int.r..t coaputatlon d.t. .hown on the
HoUc., additional Int.n.t au.t be calculated.
PA'nIEHT I
Detach the top portion of thh Notln BOd sUbaU ..lth Your pauant aada paYabl. to tho naq end addt...
printed on the rovorsa lido.
If AESIDENT DECEDENT alllt. check or aoney ord.r payable tal REGISTER OF WILLS, AGENT.
If HOH.R[SIDENT OEC[[l[NT allk. check or "nay order payabl. to: COHHONWEALTH OF PENNSYLVANIA.
REfl>>tD (CRh A rafund of a ta. cradlt, which ..as not requuted on t.... Tax Aeturn, aay be requuted by cOllplatlng en
wAppllcatlon for Rafund of PennsYlvania Inherltencll end Estata Tax- (REV-1313). Applications arll avallabl. at
t~ Offlca of the Raglstar of Wills, any of the 23 Revenue DIstrict Offlcas or froe the Oapllrtaant.s 2~-hour
an....rlng s.rvlca nu.bars for foras ordering: In PennsYlvania 1-800-36Z-Z050, out.lda PennsYlvania
~ ..I thin local "-rrlsburg at.. (717) 787-809~, TOO. (7111 77Z-2ZSZ (Haarlng lapalred only).
REPLY TO: Questions regarding errors contained on thi. notln should ba addre"ed to: Pol Departaant of Ravenue, Bur.au
of IndiVIdual Ta..., ATTN: Po.t ASsIIss.ant Rayl... unit, Ollpt. 280601, Harrisburg, Pol 17IZ8-0601, phone
(711) 187-6S0S.
OISCOlMJ:
If any ta. due I. paid ..ithln three (3) calandar aonth. aftar tha decadant.s daath, a five p.rcont (SX) discount
of the tax paid is aUo..ed.
PENALTY:
The ISX tax Bana.ty non-participation panalty is coaputad on the total of the tax end Int.ra.t assassed, and not
paId bafora January 18, 1996, tha first day aftar the and of the tax aane.ty parlod.
INTEREST:
Interest Is charged begInnIng with fIrst day of dallnquency. or nine (9) eonths and one (II day froe the data of
d.ath, to the data of payeant. Tax.. which bacaae delinquent bllfora January I, 1982 baar Intera.t at the rate of
.1. (6%) parcant par .nnu. calculatad at a dally rata of .OOOI6~. All taxa. which bacaall delinquent on and aftar
January I, 1982 wIll baar Interllst at a rata ..hlch ..III vary froa calandar yaar to cal.ndar yaar with that rat.
announced by the Pol Depart.ant of Ravenu.. Tha appllCabla Intere.t ratas for 198Z through 1998 ara:
Va., Intar..t Ratll Dally Interllst ractor V.ar Intarast Aata OaUy Intar..t ractor
1982 20X .000S48 1987 9X .000247
1983 16X .000438 19aa"1991 lIX .000301
1984 lIX .000301 1992 9X .000247
1985 IlX .000356 1993-1994 n .000192
1986 lOX .000274 1995-1998 n .000247
--Inter..t 1. calculated a. follows:
IHTEREST = BALANCE OF TAX UNPAID X HUNBER OF DAYS DELINQUEHT X DAILY IHTEREST FACTOR
.
--Any Notlc. Is.ued aftar the ta. bacOllll. delJ~t ..III rafl.ct en Int.r.st calculation to fJfteen (ISI day.
beyond the d.ta of the ........nt. If P.y..nt Is .ada aftar the Intara.t cOllputatlon data shown on the
Notlca, additional Intarast ...t be calculated.
STATUS REPORT UNDER RULE 6,12
Name of Decedent:
ANNA C. MII,LER
Date of Death:
June 19, 1996
Will No.
Admin. No. 21-96-635
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estate:
1. 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:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes X 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 No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attach d t this report.
A" ?jC;
Date:
October 13, 1998
P: .
-..::
,-
Stephen D. Tiley
Name (Please type or print)
5 S. Hanover St., Carlisle, pA 17013
Address
,
.~J
c::....
".--,
:),
( 717) 243-5838
Te 1. No.
..
~! ::;
,'\,.
~~.
Capacity: Personal Representative
X Counsel for personal
representative
(MAll: rmfl AM3)