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21 80 "'7'-1
No. . .<."
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of !~(?i' + l'l.fl- ,1-/, jf, / / c K , deceased.
Harold B. McLane, Deputy
To niGI-,fll'el L f.f1elerS6f1, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania.
IS
Petitioner(s) are the execut (?;? S,__ named in the Last Will and
Testament of F~(!/( fh (.} !l /1."1 j,,(( . dated ell'!! 7 7
Decedent was a citizen of the United States and a resident of
T-eWRShip-
Borough, Cumberland County, Commonwealth
('Mr 1-II'u.
af Pennsylvania.
Decedent died on
,) . , iJ.r-
(_ r
Fda <-'fl-II 7 '
State of
the () <If i.t day of
7'
A. D. 19~, in the County of { >//"1 he',? ICe,,", ,('
re-lAM!.'(/V6....;,,,- at the age of 9.~~ years.
::bes- bas:- he r
Decedent has not been married and has not had children born to .aim-
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
41 ~S, 000 and of real estate to the value of
-o~
as near as can be ascertained; said real
///;';'
(
estate situated as follows
apply
Therefore, your petjtioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated April 24. 1980 ,) . , n j , .
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Name and address
of Petitioner(s)
60/Li.v&- :::'rRIAJc-s. ; 1'1)
/700"7.
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
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(Ayl1'OAJA . .5/J/fl.so'u "u,f ( 'A/?oO/v,e
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named in above application, being duly .SUh'" "-' according to law
say(s) that the statements set forth in this petition are true to the
best of nl", 1<_
knowledge and belief.
sworn
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and subscribed before
me April 24 1980
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Rid lal J L'A\:J'.;:;",~ ~(f2fegister
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Filed; April 2 5.
d21-fd..:.!7'l
1980
Attorney:
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At
LAST WILL AND TESTAMENT
OF
BERTHA H. HILLER
I, BERTHA H. MILLER, of Penbrook, Dauphin County,
Pennsylvania, being of sound mind, memory and understanding, do
hereby make, publish and declare this as and for my Last Will and
Testament hereby revoking and making void any and all other wills
by me at any time heretofore made.
1.
I direct that my Coexecutors hereinafter named shall
pay all my just debts and funeral expenses as soon as conveniently
may be done after my decease.
II.
I direct that my Coexecutors sell my real estate at
2425-2427 State Street, Penbrook, Dauphin County, Pennsylvania,
and distribute the net proceeds as a part of the residue of my
estate.
III.
,
"0
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'~ whether real, personal or mixed, and wheresoever situate, I
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.~ ho,oby giVO~.dO::::':::db::~:;':':: :;":::::,0" ESTHER E. LONG.
c ~~ B. One-third (1/3) unto my daughter, RUTH M. PROSSER,
~~: C. One-third (1/3) unto my daughter, ANNE M. WITZLEBEN.
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All the rest, residue and remainder of my estate,
IV.
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I hereby nominate, constitute and appoint RAYMOND A.
SAMPSON and CAROLINE E. SAMPSON as Coexecutors of this, my Last
Will and Testament. If either of the said Coexecutors should
';:""'"
predecease me or otherwise fail to qualify or cease to act as suc
then the survivor shall act alone.
LAW O""IC~.
. JON F. LAFA,VER
a~7'.THI"O nftnT
Page one of two Pages
MlW tUN.eRLAND.""_
OATH OF I'ERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland,personallycame K4'('"(</IA[J;I/ ~"11,<.(('.5('Y\ -I- e;u" (,~)e C, ')/1"1,/1\(;'1
who, being dUly':sLUo,,,,,,, . do
depose and say that as [::-; ,.,." ~ 10 /t >
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deceased
of the last Will and Testament of
they
will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances.
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and subscribed before me.
Apri 1
24
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Be it remembered that on the
25th
day of
DECREE
April
80
,A.D.,19_, there was probated and
recorded the last Will and Testament of
Bertha H. ~iller
late of
Camp Hill
, Cumberland County, Pennsylvania,
Raymond ft.. Sampson and
Caroline E. Sampson
D d L l).'estamcntaru
ecease. ellers . were granted to
Witness my hand and official seal the day and year aforesaid.
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RECAPITULATION
Appraised valli" of Pmsonal Properly..................................,.........,........................ $ ..?~.(~??l}~,
Appraised valli" of ",al eBlate ..,..........,..........,................,..,......,........................... $ .....::..Q...-;-....,
Taull aPJl;~ls"d valoe ..................,......,..,........,..,............,.................................... $ }~!,???:,~~,
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(SlilJnty ~auphin ss:
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Execllt ors
Administrat
dccc"lRcd, being- dnly.....,........,......!:lXiRffi....,....,.............,....,..... according to law. depose and say that the
items appearing ill the Inventory include all of the personal 3!;sc1S where\'t~r situate and all of the
fenl estate in the Commonw('alth of Pennsylvania of said dcrcdcnt; that the valuation placed opposite
cal'il item of said Inventory represents its Cair value as of the dale of the decedent's death; and that
~Icct:"cnt owner! no real estate outside the Commonwealth....of Penn)ylva.!}ia .exc~rt that which appears
111 a m:.'morandum at the entlt)f the In\'entory. /1 ~./!"." Cy:s ,/ /
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D[801,,",H N. EGE. II011.,P'V PUBLIC
PE1~!~ r'j'r., CU:::r:~alJ8ll COUNTY
MY COMM\SSi01~ [),i'mES Sci'T. 6, 19C2
!'I1cmucr, Pennsy:vani'l AssocjJ'~ion 01 Noti,ries
1. An Inventory must be flied wlt'bln three months atter appointment of personal representative.
2. A supplemental inventory must be flied within thirty days of discovery of addlttonal aSBots.
3. Additional sbe,atR may be auached 8S to persona1ty or realty.
f. See Artlclo IV, Flducia.rles Act or 1949.
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AFFIDAVIT OF PERSONAL REPRESENTkTIVE
o[ the ESlate Clf.....,..,..,..........,i?':':r..~~~).\:."t1A-.g~.l:..............,.......,..,..........,............
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INSTRUCTIONS
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REV..44; CI"SO)
'COMMO~WEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRA~SFER INHERITANCE TAX
REStDE~T DECEDENT
AFFIDAVIT OF
FIDUCIARY
(Instructions on Roverso Side)
to~^ /-'/S"-?/
_II
Estate of
Bertha H. Miller
Do te of Dca rl,
Febru~iLJ:2.~O
Lost Address~__Devon Road
_~_Hi11.JA 17011
Sociol Security No. 195-28-0522
Bureou File No. .
(CITY)
(SUH)
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County File No. _.!::o:! 1- Xc' "~:;;7;;
J. Decedent died:
( ) In testate (wi thou t 0 wi II)
( X) Testate (leaving 0 lost will --copy attached)
2. Is the filing 01 0 Federal Estate Tax Return required lor this eslate?
Yes_ No _lL-
3. ( X)
Executor/Executrix ( ) Administrotor! Administratrix
Carohne E. Sampson
Nome Raymond A. Sampson
4. All correspondence should be moiled fa ( X) Attorney
) Fiduci ery.
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Address R.D. #2, Lutzt= Road
Boilinq Sprinqs, PA 17007
(CITY) (STATE) (ZIP)
5. If on attorney is representing the estate, indicate:
Nome au:istopher M. Cicconi. ESQUire
Address P.O. Box 889
Harrisburq, PA 17108
(Clnl ~~TATE:l (ZIP)
List all sole deposit boxes registered in the decedent's individual namehor iaintly with, or os on agent or deputy
of another, or in decedent's individual nome with right 01 access by onat er os agent or deputy. Include the nome
and address 01 the bonk or other institution where the sole deposit box is located, the nome (s) in whic, the box
is registered and the relationship 01 the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDEllT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NA~ES IN WHiCH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP or- JOINT
HOLDERS TO DECEDENT
N
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N
E
Under penalties 01 perjury, , declare that I hove examined this return, ilJcludin,g accompanying schedules and
st~:t:~~~n.t~, an~ f~ thTbe,~t of my knowledge and beliel i!i~:~e,.~~'r~~t~_dca~let,e. ,..1 .
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M'mber,PCIlIl,yl"n"~""U:on 01 II'd"'; Ra d .. {JJ. ,I v~~ J<j(Jb
. ~ \'\. ~(.L, ym::>n A. S so SIGHArURE OF FIDUCIA DA E .
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act or 1961 provides tlwt Ihe following persons shall prepare and file
a relurn:
a. The personal representative of :he estate of the decedeot as to properly of the decedent administered by him
and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or
aClluire knowl edge;
b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided that no separate return need be made by the transferee
of properly included inlhe relum of a personal representative.
2. PLACE FOR FILING
The relum is to be filed in duplicate Willl the Register of Wills of the county wherein the decedent resided.
3. TIME FOR FILING
The retum is due nine monlhs after the decedent's death, unless"n extension for riling has been applied for and
granted by the Secretary of Revenue within the nine"nlOnth period,
4. FAILURUO FILE RETURN
'"
Section 791 of the 1961 Statu Ie provides that" . . .any person who willfully fails to file a retum or ather report
required Qf him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debls of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable al the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others.
6. PAYMENTOFTAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest
at the rate of 6% per annum accrues thereafter until payment is made, All paYl11enls received are first applied 10 any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF TfiE TAX PAYMENT IS ALLOWED.
All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are
received SUbject to tile final determination of the Department of Revenue,
7. FAILURE TO PAY
Tile taxes imposed, together witll any interest thereon, are a lien upon real property, which lien remaios in effect until
. the taxes and interest have been [laid in full, The taxes may be sued for againsl any real property in tile decedent's
estate oragainst any property belonging to a transferee liable for the tax.
8. FILlNGoF FALSE RETURN
Any person who willfully makes a false relurn or report required of him shall, in accordaoce with Section 793 of the
1961 Statute, be guilty of a l11isdemeanor and, on conviction thereof, silall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
~EV.451 0.801
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "B"
PERSONAl. PRaPERTY
~\
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(Instructions on Reverse Side)
Estate of
BERI'lJA H. MILLER
~ -
ESTIMATED DEPARTMENT
ITEM DESCRIPTlaN UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL Y)
Proceeds from agreerrent and declaration of
trust dated the 25th day of February, 1950,
J. Stanley Miller, settlor - arrount payable
to the estate of Bertha H, Miller deceased,
pursuant to terms of the trust $ 25,828.35
.,
,
TOTAL THIS PAGE $ 25,828.35 t"?,.'.f..3C"
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4. In the management, oontrol and renting of the premisos compris~ng
the prtnoipal of thin Trust, Sortha n. Miller "hllll not onter into nny leaso
for all or nny part of said prembes of n duration of ,"ore than one yoar. Any
nnd all lonses for 0 duration of mora than ono year ahall be subjeot to the
oprrovol of end fihnll be e:xecuted bj' all tho Trusto"s, or if John D. Prosser
and Forro.t D. Lon~, Trustees, hove taken over tho ~nna~oment and oontrol of
said premisos fursuant to Porn Graph 8 of this AGroe~~nt, thon nnd in the event,
all new loosns or ronewnl of e~iotin.. looses shall bo ohonuted in the n~es of
John D. ?roscer and Forrert, D. Lon~, Trustoes.
5. Prom the rents collocted in the loosing of soid premiaes Bertha
, '
E. lliillor shall promptly pay and kee;:> curront, as they shRll beoome .du~ and
paynble. all ta:xes, water rents, sewer rento or other chari.\es sgainst said
premlaosl shall pay the four (4) mill oounty porsonnl property ta:x payable.
upon a mortF.age presently a lien on said premises (which tax'is payable by the
mortGa~or pursuant to an p.grec~ent with the mortgagee) ond shall pay the
premiums, as they shall become due, upon fire nnd extended coverage insurance
in nn nmount of its insurable value, and p"blio liability insurance in an
amount of not less than Five Thouoand D?l1ars 05000.00), whioh insurance shall
be taken 0ut with a refutable insurance company in the name of the Trustees.
G. Also, from the ronts coller.ted in the leBsin~ ?f said premises
, Bertha n. :.liller shall pay ar.y nnd all other costs or charr;es neeessary to the
operation and maintena:\ce of the salne.
7. Also, from the rents collected in the leasing of said premises
Bertha H. Millor sball deposit in n bank suitable to tho Tr\lstees, in an account
.
in the name of the Trustees, and subject to withdrawal on the signnture of allY
two of the said Trustees, the sum of Twenty Dollars (~20.00) per month for the
{r'Urpose of establiohin~ Q reserve for repairs to and improvement of said premises.
The duty of Bertha n. Miller to make tho monthly payments hareinrequired shall
cease whenever the c~lance in ssid account shall emount to Four Hundred Dollars
(400.00) and said payments shnll not be resumed by Bertha n. Miller until !\Inds
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are withdrawn from snid aocount for ~ho !"rpo""n )'''l'Uill arooifiec!, wheroupon
said monthly p!lymenta 01',(\11 bo rosumod until tho b"lrIr.co oho11 r.\t;nin be l'our
Hundred Dollarn (hao.oo), ond no on from tl::o.o to ti:r.c.
8. ,;hanever r.orthn lI. ).Iillo)' nhsll hnvu fnilod, llo:;loctcd or
refused to make any ono or nol'o of tho i'nymontG out of ronts collocttld rJ9
roquirod of' her by tho provisions 01' Pfll'n,~roph. 5, G, or 7 of this AC1'oet:lent,
or whell<lvor Bertha ll. l.lUlor ro'1l.:uol:o H, or w~,or.mror, in the opinion of
John D. Fresser and f'or:'ost U. LOll,~, Tl'ust""., Eortha fr. L:illor .is not willing
or able to oontillUe to mnnoge IICU control uoid premises. or whor.ever, ill the
solo ond uncontrolled juul?11ont of John D. ProBaer and Forrest D. Lon(~, 'L'rustee9,
they doom it to the beot intorootG or this Tl"J.t for' them to take over the
management and oontrol of noid pl'omillon, tOOn tho said John D. Prosser aOO
Forrect D. Lon~, Trustoon, with or without tho joincer or CO~89nt of' Eertha H.
Miller, Truutco, ohll11 have the r1r,ht nnd pr17110;;e to tn1.-s ov~r the tr.nnage:nent
nnd control of oaid pro:oiono, colloot tho l'flnt3 nnd j)rofits, in part or in !'ull
for so lonr, a por1t.d durin" the c.ontlnuunoo of this tnwt, as the:r shall deem
necessary or desirnble.
9. Who novo l' John n. Proasor ond l'orroot D. Long, 'j'r'~stees, take over
tho management and oontrol of on id I'ror.li090 ond collect the rents and profits
therefrom and for co 10nL~ II period ns they ohall oontiCle to lOlanage snd control,
said promises and colleot tho ront nnd j)rofitG tl:orofrom, they shall cooply
with the provisiono of Pnroerophs [j, G nnd 7 of this Abroemont, othernise
/
applioable to Dertha n. Miller and pay over tho balanoe of said rents collected,
to Bertha H. !.Iillort. or for hor bonof1t ond ::\01ntenance when, in thoir nole am
Ul1Qont,rollad cl1scrc,tion, north" H. Uiller 10 UMble to roceipt for the llm~e or
.llnburn" tho Domo for hor comfort ond tn"intnnaco, nnd the roceipt of ony such
payoo or pllj'o"n "h"ll 1:" n l'ull llnd cOr.lpletocischp.r;;o to the said Truntees.
10. ",honovnr ,!olm n. l'rost,or and i'orrest D. Lonr;, Trusteen, t al:e over
tho J:I"nnl.~mel1t nnd control of coid pro:nices, or lOart them of . p.1rsuant to the
llllthorHj' r.rnntod to thorn llj' PnraGrnph B or tHe A;;rco:::ent and for so long a
poriod nn noj' thal1 l'uta!n ouch l~nnngomont nnd control, r.l'itten nottce to the
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15. Upon tho tormilUltion of this trust by reRson "r the death of
llerthll II. lallaI', tho p,rooo"Oo frenn tho 0010 of onid prOr.lts6s to;:;otl-,er w1th
nny nooumulatlld inooln" thoro from 1nolullinll n:l:r blllanco ro,...Rinir06 in the repair
and 111\prove:'llnt 1I""O\lI1t ohnn bo lItotrlbutod by tho 7ruste"6 n3 ro11O\'1al
(0) Any blllanolt of prinotJ?nl duo upon ::lonoy borrO"lio.d by
De rthil U. lAtllor pdor to this Agl'e6r:lOnt not e::c8oding Three Thousand :'\:.0
l:undrod nfty Dollurll (.33,660.00) in odZ;il1ll1 o",cunt a.n~, pr07idod that Bertha
\. IT. !.Illl"r hud regularly nmortlz"d lIuid debt on nO Ereater Han a t....elve year
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bRaiG dudnz hor l1flltlm/l and oubjuct to tho p<l"er and privilege of the Trusteea,
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in their Dolo d100r6tion to rofuso to pay all or ony port of the b~lanoe of sRid
debt romaining unpnid. Tho amount 00 asoeri:nined, if any, shall be paid to
Bunh oroditor, ir tho Truateos np,rovo tr~ pBj~nt thereof.
(b) To the payment of nll or pari: of the e;xpenses of tho last
il10006 onll t~rinl oxpenses of Bertha E. Millor provided that her personal
ootate bo not suffioient to pny all or part of said expeIUles.
(0) To suoh forsono nnd in suoh a~ounts as Bertha E. Uiller
may by her Loet Will end Test.ment speoifioally.apFoint provided, hOHevar,
that ~1Joh SUi'll or CUtiS shall not oxooed in 1111 the total O::lount by whioh
Bertha H. >>illor h"d reduced the aforesaid ir~ebtednBss of Three Thousand
Fivo l!undrod Fifty Dollnra (33.650.00) durin;; her lifetime, plus the prinoipal
lIlJlount by whioh Darthn H. Miller during tho period or this trust had reduoed
tho amount or ony indebtednass against the pro;:erty, plus tho properll daprl.l-
oll1tad value of Any improvements mada by Berths R. llilJs I' upon the premlseo
during the oxistenoe of this 10 rust plus the amcunt standing in tho repair and
improvement aocount upon tho date of her ceeth.
The Trustees. in deteminlng tho values IInd B:lounts to nscertain
tho .limitati"ns oC the powllr of apiointmont herein granted to Bertha H. Millar,'
sholl hove Dole pO'~or to fix such vnlulls one! B,",ounts and their docioion in.
ro10tion thoreto shell t~ final.
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(b) To Dertha II. lliller shllll be pa1d a aUlIlllhioh alall equal
the totlll fl.'l1ount by whioh Bertha n. l!.iller hod reduoed the Ili'ore"aid indebted-
noso:'o1' Throe Thousand I'ive Hundred Fifty Dollars (33,550.00) prior to the aale
or Baid prominoa, plua the prinoipal amount by whioh Bertha n. Miller prior to
the oale or aaid prom1aes ond during the exiotonoe 01' thin t rust had reduoed
the amount 01' any indebtedness lIr;ainst tho property, plus the properly depre-
oiated valuo of any i:nprovement TOadll by Bortha II. Nillor upon the prolllises
during the oxistenoe 01' thin t l'uat, plus the o"ount standing in the repair and
improvement olloount upon tho date or tho sale or said rramiaos.
"
(0) 'The balanoe or the d istributivll fund shall thereafter be
hold Qy Truateos John D. Prosser nnd Forrost D. Long for the use and benefit
of !lertha H. !.Iiller for life or until her romarriage and upon her death or
remarriage the balanoe 01' the principal. of said fund nnd any ac~mulatod inoome
therefrom shall be divided into four equal parts and one part eaoh ahall be
paid over to Esther S. Long, Ruth 11. Prosser, Ann lJ. Viitzlel)en lUld J. stl\nley
UHler, or their heirs.
(d) The balanoe of said distributive fund to be held lUld
managed by John D. Prosser and Forrest D. Long, Trustees for the use and benefit
or Bertha H. Miller for life or until her remarriege sholl be invested and re-
invested by Buoh Trustees in such investments as they Bhall from tint" to time
doem proper and said Trustees sholl not be restrioted, in investing or rein-
vestin~ such funcs, to whet are oan~only termed "le~al investmonts" under the
lnws of tho Cornmonnsnlth 01' Pennsylvania.
(0) If' in tho opinion of soid Trustees the inoomederived from the
balance of said diBtributive fund is insufficient for nny reason to properly
maintain and support Bartha H. Miller, said Trus~oes sholl have the ri~ht and
po....,or, from tims to time, .~o invade the prinoipal of s\lo]1 fund ,to so properly
maintain and support, Bertha U. Miller during her lire~imo or until her remarria~.
and to pay over to Bertha 11. ~!iller, or to disburse for her use and benefit,
suoh amount or emounts or prinoipol ns they may leem dooiroble or neces90ry.
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(f) If in the opinion of said Trustees, Bertha ll. l.!iller shall
at any tice for any roason ~hat30ever be incapable of prope~17 rflceiptir.g for.
or'<lisbursing the income or principal to which she iJJiJ.'j be e::titlod hereunder,
the gaid Trustees may, during the period of period~ of such incapacity apply
said income or principal for the proper oair.ta~ce and comfort of,Eertha H.
Uiller and the receipt of any such payee or payees sh.1ll ba a full and complete
discharge to the said Trustees.
18. No title in the trust hereby created or in the income accuring
therefrom, or in its accumu1:ltion, shall vest in any beneficiary and no bene-
ficiary shall have the right or pO'Her to transfer. assign, anticipate or
encumber hill or her in I'orest therein or in tr.e iz:COl:le therefrom prior to the
actual distribution thereof to said bene1'iciar-J. Further, neither the income
nor the princlpal of this trust shall be liable in any rna.n:-.er for the debts,
contracts or engagements of any of the beneficiaries.
19. In the event that either John D. Prosser, Trustee or Forrest
. D. Long, Trustee shall resign, cease to act or die before the termination of
this Trust, J. stanley Miller, if living, shall have the" right to appoint. a
substituted Trustee in such Trust.ees stead by a."ld with the consent of the
remaining Trustee. Such appointment and ccnsent tr.eroto shall be evidenced
in7a:'iting and attached to this A[lI'omoont. If J. Stanley Millar not be living
at such time, the remaining of said Trustees shall have the right to appoint a
substituted Trustee in the stead of the one so dying or resisning, which
appointment shall be evidenced in writing and attached hereto as aforesaid.
or Trustees
Any substituted Trustee/apPOinted hereunder shall have all the
rights, powers and duties herein conferred. upon Trustees John D. Prosser and
Forrest D. Long.
20. This Agreement may be umended, :::odified or revoked only by
and with the agreement and consent of J. Stanley 1!iller of the first part
and Trustees, John D. Pro$ser and Forrest D. Long.
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material pari of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) Nn
2. Did decedent, within two years of death, transfer property from himself! herself to hil11self/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d. All other information supporting nontaxability of transfer.
4. Did decedent, in hiS/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after hiS/her death? (Answer "Yes" or "No".) No
a. Was there any possibility that Ihe property transferred might return to transferor or hiS/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No",) No
b. What was the transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death: .
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ~
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) No
6, If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
7. Did decedent in hiS/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) No
8. Did decedent, at any time, transfer property, the b61eficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) No
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".)
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. LAST \-lILL AND TESTAMENT "
OF
BERTHA H. MI):.LER
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,I, BERTHAH.MILLER, :.of Penbrook, Dauphin County,
Pennsylvan~: .,,:b~ing 'of sound ~ind, ,mexoo.ry and understanding,. d~
hereby make',:' publish '~lIld declare this as and for my Last Will' and
Testament hereby revok'ing and lnakingvoid any. and all other wills
by me. ,at any time heretofore made.
,'; ,... """<.,.,:j:.'~),, \;}~.t~.:"::,,,?,):,..':.:;,:,,..:,/,~ ,:...,.
I direct' that. my Coexecutors. hereinafter named shall"
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,pay.all my.'just debts"and'furieral. experises as soon as conveniently
'.
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be' .done'after my decease.',"":,
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I duect that my Coexecutors.'sell my real,efitate at::;'"
,:' :;'< .',' -. .~, ",: " . ,.' '; . '.. ';-"~'. : ; ,: '.', . . , " ' ". - - .. ~. .' ".,"
2425-2427 .State' Street ,Penbrook," Dauphiri. County, Peimsylvanial' '.
and' d~strib~~e the net procee~s' as a partof the~'e~idue of-m;,: .
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'~' '. ," . ,,,tIt. the rest, residue' and remainder ,of my estate,
'~\ \whe:her.'r~a\~,.'pe~~onaL~,r ~i~e~;. an.~ wb,e~esoever ::~~~uate" 1, ,.
',:,';,.:.,"'....~. ~ hereby give',. devise and,bequ~ath as follows : " .. . ';
,'_ .' ,A. One~thitd (l/:3)tmto my 'daughter, ESTImR E. LONG.
t . "
:B\.:'One-third (l/3) unto my .~ughter, ,RUTH M.PROSSER.'
:, ,'T,:>:(t:'~e-third(i/~) ~~tt1"'~:daughter ,A~~~ M.WITZ{~~~N
::~..: :;',,:' ..' t'lV'~i"~>"':'~"':".,~::,'.:J:.'::,,";:' :,In; " ,',:'.<>'
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t hereby nominate,: 'constitute"'and appoint RAYMOND A. .
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SAMPSON 'and CAROLINE E. SA..lofi'SON as Coexecutors of this, my Last
Will and Testament. If either of the said Coexecutors should'
predecease me or otherwise fail to qualify or cease to aetas suc
then the survivor shall act alone.
....IV O,,,CI:_
Page one of two Pages'
JON F. LAf""VI!R
au .TN.IID .,.,UlT
M"", CUtot.CIlL....O.,.".
REV.4'3 EK~ {3.aol
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARiES
'*'
(Instructions on Reverse Side)
Estate of
BERl'l-lA H. MILLER
BENEFICIARIES AND ADDRESSES
SURVIVED
DECEDENT
DATE OF
BIRTH
RELATIONSHIP
INTEREST aF BENEFICIARY
Esther E. lDnq
624 Devon Road
Carno Hill PA 17011
one-third residue
r
Y,
f
Dau hter
Yes
of a e
one-third residue
Road
PA 17025
ArU1e M. Witz1eben
4801 Cha in Avenue
orida 33602
Dauhter
Yes
of a e
one-third residue
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
RI::V.454 {l.SOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
(Instructions on Revers/? Sido)
Estate of
BERl'IlA H. MILLER
p
TOTAL E VALUE OF DEPARTMENT
ITEM 11
Na. DESCRIPTION MARKET C DECEDEI\lT'S VALUATION
VALUE E INTE REST IOffici.11 Use Only)
N
T
-
Checking account #60-25-3282, Dauphin Deposit
Bank and Trust Canpany, joint narres with
Esther E. Long balance at death $ 788.03' 1/2: $ 394,02/
,
, .
I,
.
,
TOTAL THIS PAGE . $ 394.02,/
; " :/. ;'.,', i';'l/;:
J
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co-owner (sl and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. I ndicate the percentage of the decedent's interest.
4. Indicate the market vaiue of the decedent's interest.
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(09:0 SSi~'^3~
REV.I\1I4 EX+ 1&-80)
File Number
Estate Name
Date of Dea th
Social Securi ty Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0279
Q Original
o Supplemental
o Remainder
Bertha II. Niller
February 24, 1980
195-28-0522
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported In the laregoing
return at the values set forth opposite each item in the last column to the right in Schedules IIA", IIBIl, lie', and liE"
INVENTORY
Roo I Propertv (Schedule A)
Personal Propertv (Schedule B)
Jolnt.Held Propertv (Schedule E)
Transfers (Schedule C)
TOTAL GROSS ASSETS
Len Debts and Deductlons
, (SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity .
FOR \ISE OF REGISTER ONLY
T ax on $
T ax on $
T ax on $
Tax on $
Tax on S
Exemptions
Total Estate
Less Crodlts
DA TE OF PAYMENT
$/ nJ1 /" ) '1f'/~ An,,;/')
INHERITANCE TAX APPRAISER
ADJUSTMENTS
CDDE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
s
VALUE AS APPRAISED
92+
RATE
TOTAL TAX
INTEREST FROM
BALANCE
AMOUNT PAID
S
none aD+
25,828 35 10+
394 02 2lH
none 30+
26 ,.?lL }L
40-
93-
Dated: March 27, 1981
FACTOR
PRINCIPLE
VALUE
CODE
f.QRE.
COMPUTATION OF TAX
S
S
$
$
S
6%
15%
TO
S
$
$
DISCOUNT
INTEREST
TAX CREDIT
+ S
$
=
$
+
=
BALANCE
TO
$
M
M
~ 0
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:';,;ZCOMMOr(WEALni OF PENNSYLVANIA
)1;;';OEPARTMENT OF REVEN,UE' .
j);\';iIlUREAU OFEXAMINA TION
I-',~~:;.l~,: ,~.,
- -. - - -- - ,- -" - - -',--::-"- -- - - - -.---=
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
.dJ,'...'.,"..'".
'.'." ". ......
.'. ,',
.. CalJNTY FILE NO: ..;? 1- 'if () ~ "':.( "1'7
/;''0''
~:,'~o: ,(!-Iv~~Uu 1)/ ~t~, l'
,;c~Yd (j), ,13:J rY71 ?/
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, ;);~~:{~~~~;:?:'I:?:.>:Re~I.Esi8'i'~.';'"
',," P.rson.'P(op.nv
DATE i{J.Yk.l 3 / f.f /.
ESTATE lJMU/ j;. ~~/d!u../;.>;'!
c>P/-~-cJ'l"!' tit
COUNTY &t/1-71~~ ',','
DATE OF DEATHtJJjy~ ~J/. !f~, ",
<:,., ;.':.{~:;:~.:
FILE NO.
$
"~I
;';:"<,',,:i
JOlntl\l Held Prop.nv ITr.nsf.rs
+ ~j~ f?~tf. 35
3i'1 ();2.
$ rl.6,c1J.{l.31
,
!:{!f~t, S:J"
$ /If), tS3,P;;<
,
. -;,'.' ~'
+
j:,'
".,
:~;:J\,:t.~t8{ Gro~i; '~s~,at,e .
YIt::Ji':",,'::,'::\,:;>.,~':,~:',,-,.:.....':,
n : Total Approv.d D.duction,
;:~?lr:i:;}:,;:,t,Y:'-, ;:::":;!;'/"~':": ::',:: .' :',
Jj;,CI.er,Velue 0; Est.t.
;J?;:,;i-J',':;';'?:-:::':',.: :'-'~":',~' , ".
tr~:lf::~L~:::":L~-~~: ~~r'oved' C~8rjtable Exemptions -
:':.:~;:'i;~,"\>' ,":' .,' ,-":,' . . ,',
~:",-:-,:",,:,,:_, ._,:,:.\:.,-j''- :,.:'
;y, CI.er.Valu. of.Est.le Subj.ctlo T.,
,-";,,-,:.,, "', ',' ,.' . ,""
",
$ c;{() (P'53.J''?'
.$ dO i, ';3, Z:<.
(
tax due
$ !;J, gy.:?.5
.
AJn~UnIT.lC.bl.@6% R.I.
'AmotinfTaX81>Ie@ 15% R.t..
tax due,
<',,"'.
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,'--"~Y_'~,~
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. ';",' ':: ~,;.,i.
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
.'.$.'~~37?}P3
;,:.
';,i:,i,
F,' '-":!+<.':~i;';::'
· '* *'* *. '* A five percont' discount totaling
:'will be grant.d if Ihe Inh.ritance' T.. 'is p.ld bV
8
1:',-,:.""""'"
,.;.,':..:..... .
,i'_,:,":,::":,', _
i.8., Credits:
': ;;, .' DATE OF PAYMENT
. :'1', ':":,'",:__::,:__;, .....
il-J/~SV
;'1'-
AM aUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
$ /;)31 ;FI +
,
$
- $
=$/,f! 31 d '1
, -.
+
=
,.:'
+
=
"'-::.:':';',:,,,"'-.'. .'
,'T:"'lnter.'t .ccru.s ill Ih. r.l. of six (6) p.rc.nl per .nnum
'on,lh. unpaid, b,'.nc. of,' Inh.rltanc. T.. from,
.to 'd.t., 0/" pavm.nt. Intar.sl due if B::NC~ OF PENNSYLVANIA INHERITANC~~AX OUE $ r:;;?t ~ )"".' "~i
r: U/~,i ,.-::
Ass.ss.dby: Li)1~(!, .,~,,(~ ",
S.elnform"'on on Rever.e Side Ag.~~//l' :5,J.@
REGISTEB OF WILLSf',.> , " ,>,;11.;
" ., ::,::>;,".' ",", ( ~,1/.',c~~:~~
. "", ':',:..','-,." " .}" r<,,':tq.'j,'&.a:,
'(:;';;."
OFFICE OF THE
REGI STE R OF WILLS
.,;};. ,5'"/), .:<71
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF S !' :T/PY.,tJ6-
om ArPROVED l.~';j:' ,~ /'11'1
'!},1(1&~_{!~~j;ux4J
r1E~rl".n OF wl~~, AOENT
REV.4~' Illoo7Il)
OF CurrUJerland COUNTY
AND AGENT OF THE COMMONWEALTH
-.--------
ESTATE OF _Bertha H. Miller
LATE OF I3Orouqh of ~__.
DATE OF FILING APPRAISEMENT
3-27- /11
OATE Or OEATH
February 24, 1980,_
-.... -
DATE NO. OF NAME OF FA YEE REMARKS AMOUNT
VOUCHER
--.-
Renister of Wills nrobate and short certificates 30 OiL
Re"ister of wills c..f ile. inventory 3 on
Reqister of wills file debts and deductions 3 00
Reaister of Wills - file report and appraisal 3 00
Renister of wills reserve to file account 50 00
mh~ _,,~,,_ ror. F1t1uprt;!=:p ~? <;0
~ bnrl f"n T.~'.' lR nn
. Henford, ziJTmerman & Swartz Attornevs I fee 1.290 00
Do, ,.,nrl 1<'v""'ID;Q!"s ' fee 1 20n nn
caroline E. Sampson
v;~l J.IfTl'P funeral " burial e"""nses l,oRl on
Dr. Robert Davis rredical bill 73 80
",,,,1,, Tn... hil1 150 75
F. D. lDnn , debt 100 00
,r.
.... .".- ': ,- of f"-"'" u~ rlebt 499
c: . ..1L
c.,, - ,'.
C.)", ~ EO I~"nhin Consolidated
G-.'; <J debt 13 39
6;".: LI" :;
C)i'~. ~ u: ;-" Do ry~+-+-' . nnh1ic 5 00
, .
0'. "'" c~
<>:Vl
S?L5 "' ,~'9 nhotoconvina 5 00
~n: - L" 3
~ u <: ~ ~<Q <;"
. ,
COMMONWEAL TH 01' PENNSYLVANIA I
SS:
COUNTY OF
I, Ravnond A. Sampson and caroline E. Sampson HEREBY CERTIFY; THAT TO TilE BEST OF
MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND
EXPENSES OF ADMINISTRATION SUBIAITTED TO THE ESTATE OF Bertha H. Miller
DECEASED, AS DEDllCTIONS FOR INHERITANCE TA,K PURPOSES. n ,,0 J .
-\"'- ...J4~~ ~:JiI}1-<vV
SWORN AND SUBS~~BED BEFORE ME 1'HIS19~ DAY OF .,;~;3.:'~,~,r l
~,~~u;.("\.<';,,r ./'7:<:~',''/<'' ~.-7a
, . (~~ Cal;O
(L.s.)
0::::(,"""": : ~ , ,
pn;:l r'::~'., ':.~'. '..,' ".,
l,lY COM~;,iSS;O;\ [\:': 'I <: (' '"
Memb~J, PC~ln~,~ :V)li:,,\ i~ _:~; :-,."-,,,
",,1:'",'1
I' 1 ,"',