HomeMy WebLinkAbout80-00533
21-80 533
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of M. KATHLEEN MILLER,a/k/a KATHLEEN MILLER,
, deceased.
To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania,
Petltloner(s)f$((are) the executors
named In the Last Will and Testament of M. KA THLEEN
MILLER ,a/k/a KATHLEEN MILLER, dated Mav 26. 1976
Decedent was a citizen of the United States and a resident of Carlisle
~IpX(Borough), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on Thursdav
the 7th day of August
A.D. 19~, In the
County of Cumberland ,State of ...I:sL at the age of _ years.
DecedentJdla$ (has not) been married and ha:9((has not) had children born toXUm (her) since the ex-
ecution of the above described Will,
Decedent was possessed of personal property to the value of lIn""t i m"te,,,
and of real estate to the value of
unestimated
as near as can be ascertained; said real estate situated as follows 826 N. College St.
Carlisle. Pa.
Therefore, your petitioner(s) respectfully apply(ies) for the prObate of the said Last Will and Testa-
ment and for Letters Testamentary theron,
Dated
August 14
1980
Name and address
of Petitioner(s)
vt/
219 North
Carlisle. Pennsylvania 17013
COMMONWEALTH OF PENNSYLVANIA t
COUNTY OF CUMBERLAND j
ss
Roy E. Hoffman
and
William E. Hoffman
named in above application, being duly Rworn according to law say(s) that the
statements set forth in this petition are true to the best of.....t.hei"" knowledge and belief.
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Filed:
August 15.
1980
Altorney
Wm. A. Kramer, 2~J
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KRAMER a.KRAMER
"ATTORNEYS;AT.L.AW
, . 'ONI l"vl~i. RDW '
. . CARLtILI. PENNIYL.YANIA 170'D
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LAs'r -..lILL J'\ND rl\j".1J~EE.'NT
I, ;.;. K,,'rhLEEl; I-:ILL;;:1<, a/k/" KX;'::LEa: i'ilLL::;l<, of tl,,, liorough
of Carlisle, Cur.1'oerland County, Pt.:nn.sylv:Jni;:, heinG of ;;,;ound iJ.nd diG-
posinG mind 1 memory hnu under:itnndinG1 (io horeL,,! I:l;tke 1 puhli:.:h and
decln.r~ this UG and for my L':-;'~3t ~:iill c.nd 'rCi.Jt:..I,icnt, hc'relJY .l'cvokint;
and mfJkinG void [tHY and D.ll ':iills 1 Codicil~, or \.;riting~3 in the nature
thereof, by me at any time heretofere mude.
FIRST: larder and direct my Zxecutors, hereinafter named,
to pny nIl my ju~ t debts, fUlleri::l e;:p0n~:cs, t 0stUr.1Cn tary c}:penscG, and
all Inheritance, EGtate, 'rransfcr and ,Succesnion 11axcG an soon as r.luy
be conveniently done after ny de~th, out of my ~eDiduary estate.
SECOND: I hereby order nnd direct my 3xecutors, hereinafter
named to sell my real estate 'lOd personnl property, of IIhich I may
die seized ~nd possensed, either at public or private sale, for such
price or prices as they rro.y dee~ in their L:01e di:;creti.on to be for
the best interestG of my cstute, n.r~d 1 nuthorizc:: Gud el!lpO\'lcr them to
give a good and sufficient deed and other acquittances for same, as
fully (lnd effectually as I could do if livin[;, the net jl1'ocHeds of said
sale or s~les to beco~e u part of my residuary estate.
rl'llillD: .4.11 the rest 1 re3idue <.l!1d rer.:aincler of my Est~d:e 1
be it real, personal or mixed, o~ whntGocver kind and wheresoever situate,
I hereby Give, devise ~~d b~que3th to the ~:Q3rt Association of South
Central Fennsylvania, Harris curg, Fenr!.syl ",,,nia-
LAS'rLY:
I hereby nomin~te, constitute and Dp~oint Roy E.
Hoffman a..'1d l,'lillinm E. l{offr.;D.:1, or citJ:cr of them, to be the Z:-:ccutors
of this, my Last Will nnd Tnst2mcnt, they to fierve ~tithout Bond in the
Com!:lonvJealth of Pen!.1Gyl'Jo..nir~, or in ru1Y other j'Jrisdiction.
I1\ 'dIlri'iE3~; ''-]~:~it~O~', I hnvc ll(:rcunl.;o :;ct my h:lnd 8no. Benl
this
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d'JY of
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SIGNED, senled nnd delivered
in the presence of:
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Cumberland,personallycame Rov E. HoffmAn And WilliRm R. Hnrrln"'n
Before me, the Registcr for the Probatc of Wills and granting of Letters of Administration in and for the County of
who, being duly
~H"'OT'n I do
depose and say that as RXP~IIt.n,.."
thev
orthe last Will and Testament of M. KATHLEEN MTLLER l "'/k/a KA'l'HT.ERN MTT,LF.R,
deceased
will well and truly administer the goods and chattels. rights and credits of said deceased according to Jaw. And
also will diligently comply with the provisions of the law relating to Transfer I
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Be it remembered that on the
15th
DECREE
August
80
,A.D.,19_, there was probated and
day of
recorded the last Will and Testament of
Carlisle
M. Kathleen Miller, a!k/a Kathleen Miller
late of
,Cumberland County, Pennsylvania,
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
Roy E. Hoffman and William E. Hoffman
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Register-
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RCC-3 (4-'1'31
APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(At' of Moy 28. 19S6, P,L, 1757. ond At! of Juno IS, 1961.
P,L. 373, as amended)
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COMMONWEAL TH OF PENNSYLVAtllA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Application i. he..by filed for the opproval
of on exemption from Pennsylvania Transfer
Inheritanco Tox on the tran.fer af the property
described below:
1. Bureau File ~ 21-80-533
2. Dote of Death _~I.l~gll.st3~,~~lJ8Q____
3. Dote of Approval _ /!Jt~L~";:, J9'?O
M~-(Kath1een Miller a/k/a
4. Name of Decedent l(~t.nlppn Millpl"
5, The Commanwealth's approised volue of the property for which an exemption is c10imed i. S entire estRte
(Note: Where the property is other than a specified amount af cash, the exemption cannot be approved until the value of
the property has been established by opprai.al by the Commonweolth, except in tho so ca.e. where the amount of Ihe gift
or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those cases
enter such fractional or percentage amount above).
6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless
such materiol has been previously filed.
WILL &;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(If other, exploin)
7. Correct Business Home and Address of Charitable Organization receiving property:
NAME Heart Association - SOllth CAnt.T''''' Ppnn"y'v",n;a I'l:iapt@]?
ADDRESS 3805 Paxton Street, Harrisburg. PennsvlvaniR
o See listing on reverse side for additional charitable organizations covered,
B. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
Signature of Applicant
uJ"lllA,-..~.."e.., ~ "?.u.J
,
Address of AppllconY/o Wm. A, Kramer, 2nd, One Irvine Row , Carlisle.
Official Title Attol"ney f'nT' R"t.",t.p
Dote
November 10, 1980
This form must be completed In triplicate and 011 three copies delivered to the Roglster of Wills for tho County In which tho decodent
resided, or In which Jette,. were ISlued for a non_resident decedent's estote. If the decedent waS a non.ruldent of Pennsylvania and
letter. were not Issued by a Pennsylvania Register of Wills, deliver all throe copies to tho Director, Bureau of County Collections,
Penna. Deportment of Revenue, 26 S. 4th Stroot, Harrisburg, Po.
Da not write below this line. For Officlol Use Onl
APPROVED: Far the Secretary of Revenue REFERRED to Bureau Headquarters
Approved 0
For Socretary of Revenue
d
DenIed' 0
A I ture af Re ster of Will.)
ItJtL4n1/"1'.d4A'uf!-
9; (County) J
V; 'h'fP _nr./KA..! / J{ J f,fj
. (Dote af Approval)
(lnitiol. af Regisler of Wills)
(Autharlud Signoture)
(County)
(Title)
(Date of Referral)
(Date of Action)
'" See reverse side for reasons
MUST BE FILED IN TRIPlt('ATo;
.,
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RC,C.U 1"~731
COMMONWEAL TII OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
..
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RESIDENT DECEDENT
COUNTY OF CUMBERLAND
IMPORT ANT:
This return must be completed in delnil and filed in duplicate, with nil Rttached, with the Register of Wills of the
Count)' where decedent resided; RClUrn is duc within nine mUlllhs ofler "hue of dcuth. unless un cxtension is grunted
by the Secrelory of Rc'tlcnuc. (Section 703 of the Inhcrilllncc ami Estate Tax Act of 1961.)
_u___
Lot. 0/ Bora of Car] isle. Cumb.
} AFFIllAVIT OF
EXECUTOR
,)I~tnl~XWIC
03
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I~ TilE MATTER OF TilE r;STATE OF
M. KATHLEEN MILLER a/k/a
KA'1'HT.F.F.N MTT.T.F.R
eSTATE FULL NAME OF OECEDENTl
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Executor 5
County
Stata of
Pennsylvania
County of
Cumberland
Roy E. Hoffman and William E. Hoffman
of tho utat. of the above-named dlcodent beln; duly IiWOr", dIpOle
},,,
lUnlllllKlJlllilX
ond soy
Decedenl died All rru s t 7
lMONTHI
Namo and address of attorney or }
other authorlud ropresentatlve to whom
011 corrurondence .hould be moiled.
(DAyl
t 19-1lO...-{tollote leaving 0 lost wIll. copy of which I. hereto aflach.d. )
( YEA RI lJ(1J{I::4I>>
Wm. A. Kramer. 2nd
One Trvine Row, Carlisle. Pa. 170l~
That as such ExecutOT'R deponent is familiar with the affairs of said estate and the property constituting
I EX ECUTOR.ACMIN1STRt. TORI
the assets thereof and their Cair market value.
That at tht: time of death there was no safe deposit box registered in decedent's indh'idual name, or jointly with, or
as agent ur deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with Ihe
exception of the following: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S""FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NON F.
That the contents of said safe deposit box or boxes are itemized under Schedules n/a of this return,
wilh the exception' of the following, for the reasons hereinafter set forth:
That Scheau/e A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the a~scsscd valuation of each of said parcels, the estimated market value thereof
as of date of death of decedelll.
That Scheaule B attached hereto and made part hereof sets forlh fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to Ihe last interest day prior to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to rhe de.
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thcreof. or of tiny forci~n clluntry. which are owned at the timc of dcath;
nIl wcaring apparel, jewclry, silvcrwilre, piclures. bunks, works of art, household furniture, horses, cllfriages,
automobiles, boats, and .Iny and all other personal chaltels of Wh;'llsOl.:ver. kind or nature, left by decedent,
together with lhe fairly estimated market value thereof; all bonds i.1nd mnrtgages Ill~ld by decedent ilml of all
claims due and owing decedent at the time of death, and all promissory nntes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimaled fair market value thercof, and if such estimated fair l11a~ket value he
less than the face value, it sets forth briefly the rea suns for such -lIepreciation as 10 each item; all moneys
payable to the estate from life insurance policics carried by decedent: all annuity and endowment contracts
the proceeds of which were puyable upon the death of the decedent; <111 and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of decedent's
death and other investment securilies owned hy the decedent al the time of death, with the market value there.
of at such time.
,
.
In the CRse of securities of' clust' or fH.!I'It 1 Y corporations, the \'1l1\ll~S r(!llOrlt~1I urt! nfi fur as
posslblo SUbstnntllllo,,1 ")' flnllnclnl stllteln.nts of the corporlltlon., sho_lng the IIssets "n,1 II"hl1ltles
thereof ns of the dllte or ,Ie"th. The schedule slso sets rorth th" Interest or ,leceMnt. "t t.ho time of
death In sn)' co_psrtn"rshll' or Imsllless. nnd III support of thll value of sllch Int."r"st. t.her" Is """ex,,d to
said sch('!dult!t flnnl1ctol stalemtlllts ~howlng the assets Bnd 1 JA.blllttf~s of said co-portnnrshtp or ~nlstnes5.
A copy of the co_part.nershlp "gro"ment, (If ornl, a statement setting rorth the nllt.."" Ill' tli" "greement)
together with n statemclIt setting forth the character or the business, Its loc"tlon, "nd ..",h other facts
pertaining to the hllsllIess liS ",,,y h,' pert.l,,"lIt to a flllr olld jllst "pprllls"l or t.he dee,'dellt's Interest
therein mllst be sllb...ltted. It sho1l1d also set rorth In itemized form, together with the ralr m"rket value
thereof, any other property OWIlf'!d or bcqucnthed b~' the decedp.nt at the time of deu,th.
The Schf'dule C llttached hereto nod mRrle part ht'!reot' sets fort.h n true H.nswor to uuch inquiry
contained therelll and In the case 01' trllnsrers of property, real or personal, within two yenrs of deeedent'"
death, In contenq>lotlon of decedent's desth, or Intended to take el'fect In possessIon or enjoymcnt at or
after death, said schedule sets rorth t.he lIature nnd v.lue of such prol.erty, to whom trro.sferred, the
rel.tionshlp of the trallsferees to t.he decedent, the proportIonate share received by each t.ransferee and
all other facts or n I,ertinent nature re"ardlng salol transfers. In the case of tr"nsrers Int.ended to
take effect In possession or enjoyment "t or "fter death, thcre Is also "t.tnche,1 t.o the schedulc a copy
of the deed, trust agreement or othcr Instrument creating the trust. Ther" Is also set. forth In said
schedule a list of all propcrty, real and personal, with Its value, which p"'"cs "t decedent'S death by
virtue of the exercise hy decedent, ellher Individually, or jointly wllh another, or any p"wer of appolnt.-
ment vested In decedent, el ther IndIvidually or ,lointly, by the w\11, deed, llr ot.her Inst.rument. of ,mother,
with a copy of the instrument creating such power attached to the schedule.
That Schedvle 0 attached hereto "nd made part hereof sets rorth t.he n"mes nnd a,llIresses or ,,11
persons beneficially Interested In this estate at the time of decedent's death, the nuture of their res-
pective Interests, their relationship, if any, to the decedent, tllgeU,er with the ages nt the time of
decedent'S death or all minors, annuitants and beneficiarIes for 11 fe under decedent.' s Will. I t also
contains a statement showing which of the I,eneficlarles named In the deeedent's will, If "ny, died prior
to decedent, the dates or their denth, their Issue, ro.d the relationshIp of such Issue to the beneficiary.
That Schedvle E attached hereto and made a part hereof sets forth all property, re"l "nd per-
sonal, owned by the decedent Jointly with another or others, Including Intangible, standlnl' In the name
of the decedent and others, plus t.he date and place of record or InstrlUnents effecting the ,estlture of
real estate and the date of aC'lulsltlon uf personalty, plus the name, ad,lress nnd rel"t1onshlp, If any,
of c~owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and In dewll all debts
and deductions claimed for and on behall' or this decedent's estnte, Including funer"l exponses paid;
family exemption, where appllcahle; costs of "dmlnlstration of this estate; counsel fees an,J 1\ldlclary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
giouS services, In eonsequence or the de"th of the decedent; debts and claims owing "n,1 unpaid "t. time of
death; taxes accrued chargeable for period prior to deeedent's death (except. those "llowed under Section
651 of the Inherlt"nce "nd Est"te Tax ,\ct); together with" statement of collateral ple,lge,1 for obliga-
tions, If any. It Is ngreed that the fiduciary will present proof or said clnlmed oblig"tlons upon re-
quest, that If the amount aet.ually paid In settlement of any fee, commission or debt. Is less than the
estimated amount claiming and "l1owed, that the same will he report.ed to the Register 01' Wills, and that
the amount of tax assessed cnn be rCllssessen 1n accorrln.nce therewith.
That the tot"ls or t.he appropriate colun..s In Schedules 'A', 'B', 'C', 'E', and 'F' as dIrected therein,
have been carried forwnrrl and }lroperl~' registered in the Summnry.
subscribed and sworn to before me this ,............,..........,........
......._..J..:!:.!~:~.. day of ...0 eb~k~~(\Pv'.,.. 19...8.0.
,~LX.)..L!J.Lw...~rfYJ{)AJ:LU..c!t!t2''-
MERLENE MARHEVKA, N,'ory Public
(orllsle, Cumberland (ounlY, Po...,
Mv Commission Expites {.; /7 /Y '?-
SOTE: Before sll'nlng nff'ld"vlt ",,,ke sure ,,11 hl"nk sp"ces lu the arfld"vlt ",,,I sche,Iul"s "nnexed "re
filled In wllh dewlls or the wor,1 'Sone'. "nd In case thc assets Include r"re "nd onllSl.e,1 securllles,
securIties of close or f'nmlly corpor"Uons or "n Interest In any cn-l'"rt.nershll' nr hnslness, t.hnt the
data an<1 st."t.em""t.s re'lulre<1 ",nler t.he 1",""gr"l'h nl<O\'" re]atlng 1.0 Sch"dnle '11' nro "t.t.nche,l. ,\]so mnke
eertl.!n t.hnt colnmn #1 In t.he 'Summary' hns he en prnl'erly compl"ted ns nhove-'lIr.,<:I"oI,
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RCC-'37 (12-63)
l'O~'~lll:>l\\'~:AI."1I OF l'E~;:"~YYI.A:-';I,\
TRANSFEt; 11':IIEIlITA:"CE TAX
RESIO~:Nl' I)EClm~:Nl'
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IIE\I:;:,'CIAtiIES
BENEFICIARIES A:-in AnnRESS~:S
\Statc lull nllr.1('R and :uJdrf'SSl'~1 of III I who
ha\'c an intC'Tl?sl. vested, l'nnltn~l'nt or ot.!ll'r
y;if'f'. in ustat.p)
Heart Association of South
Central Penns 1vania
3805 Paxton Street
HELATJOX51111' ,
(If slt'p.c1llldrcn or I
illl'J..:ilim:ltc ('rildn~n I
;trL' In\'oll,'f'd. s~t I
forth thi~ [;ICt.) .
:aIJlVlIil:n I DATE
I)EL:t-:DE,~T .
ST,\'fE n:s I 01'
OR :>I(2-~~'~! .
n a ~L;~
HI'fEHEST OF
m:N~:FJCIAHY
IN EST.\TE
n a
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,
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Ileponcnt further snys that ull the nbu\,(>-numed hf'lu~I'jcillrJ(!s are l1vin.l; at t.his time except below:
NA~IE 1- DAn: OF m:ATlI -1- HESIDENCE
I I
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11.,..1 Properly
IJcrsonal Property
Transfers
Sli~l~lAIlY
(Seh, ",\")
(Seh, "1\")
(Seh, "C")
(1)
(As 11"1""11,(1)
$ 29,000.00
$4,328.52.
$
$
$
$J3 ,328. 52q
(2)
(..\s J)"','rrlli",'d)
Cross Taxahle Estate
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...
COMMONWEALTH 01' PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCIIEIlULE "E"
JOINTLY OIl'NEIlPROPERTY
RESIDENT DECEIlENT
INSTRUCTIONS: ThtN sch(~rlulo must disclose nIl prolllJrt~', rtwl llwl flOr~HJ,,"lt OWIH!fl h~' tho 11ectHtr.nt. Jointly
wi th unothor or others, Includin~ intangibles, tilnndlng In L1w IHIITIII ul' tho deccdllnt Illld others. List
renl {'slate rlrst. us entireties, or .tolnt tenllnls, giving hrlef ctl!scrlltt.loll, IHi IndJcIlt.ed !UHler Schodule
"A", plus the clut.e 111Ut pIneo of' record 01' Instrument ol'f'er.llll~ Vf!St.I U1rf!, hut fin not Incltulc entireties
or out of st:ltc rent astnte vllIue In cstute Vlllullllun enlumn. Jll!rsonul property shoulll IJC listed us In
Schedule "8", plus rllltc of nl~(lulsl Uon, nrul the I1llmO, nddross IIIHI rl!lutltHlShl)l (j (' any) of co..owners to
the deccden t.
Deserlfll10n 01' Property, Dnte of Acquisition, Nllmo
Address and Relationship of Co..Owners, nnrt PI nco
"Sir l;fu~"'~' ",....'"
Unit
Vnlue
F;Stlit.O
V aI UIl tinn
Dl'I'A1ITMENT VALUATION
CAUTION-Do noL WrlLe
In This Snace.
percell tll~C
Sharf!
7;<
.:>'
0(
~ ~
~
Value of
EnUre
property
>0
- NON E -
-0-
Insert this total opposite "Jointly Owned Property", Schedule "E"
1n the liAs Reported" column on the lust pago of this return.
-0-
Value of
Decedent's
Interest
-0-
J.i9"~
REV.457 (l'SO)
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
~~.
~
. ,
Estate of
M. Kathleen Miller
File No.
21-80-0533
County
Cumberlam
Date of Death
AUlI:Ust 7. 1980
In the eVlnt that any uture interest In this estate II transferred in p05Sellion or enjoymont to colllnersl heirs 0 tho ecedent a ter tha explret on 0 any
estate for life or for yean, the Commonwealth hereby expressly reserves the right to appralso and assess transfer inheritance taxes at the lawful collateral rate
on any such future Interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
2 000.00
4,073.52
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "S"
3. TOTAL TRANSFERS - SCHEDULE "C" . . , .
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
None
TOTAL REPORTED PROPERTY
33,073.52
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
33,073.52
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills.
17,,,' , -4i'r' I)
..>;(l~/(lf1 J .:/1 ff1juJkt
APPRAISER
12/11/80
DATE
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DEDUCTIONS .-,LLOW[t) IN
FeltneC.10
.2/- ';1 - S-.:J.i
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM or ".".... ,Ic $/.3',65
",It /..1'1 14ft?
DATE APPROVED ........ ,/(...:"I!.C... '"'1'/11(1
,;:::) iJ () v<-J
y Of'FICE Of' THE
REGISTeR 0" WILLS
o. Cumberland
COUNTY
AND AGENT Of' THE COMMONWSALTH
."J- ' / . ',.
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-/ -~{' d
ESTATE OF 11. Kathleen ~1i11er "ATE o. the ROT'oul;'h nf' CAT"1 R' (>
a/kin Kathleen llJille..r
DATE. OF FIL1NG APPRA1SEMINT J!)- /1- .?! DAT~ Of!' DEATH
. .
AUfl:llst 7.
] q80
DATI!
NO. nl"
voUc.:IoICIt
NAMIL OF PAYEE
REMARK.
"MOUNT
.1
1 short certificate and
Letters Tes am
dvertisin Letters
I~ar Lewis Re ister
"
22
22
22
Carlisle Communit Ambu1anc ccount
"
"
Borou h of Carlisle
P. P. & L.
iater Sewer Account
Account
Real Estate Appraisal
" 26
" 27 l1ar Le~lis Re ister 1 short certificate
Sept". 08 Herbert P. Lenton !VI.D. Acco
n
'"
Account
" 16 Patricia H. Vance Recorder 1% transfer tax
" 16 C. Thomas & Constance Parl~e Tax Proration
" 16 Carlisle B1d & Loan Assn. 4
.
'"
Ilotar ed
1 short certificate
2
" 01 & L.
" 28 Thomas & Constance removal
for", RC C .10
-
.
OF'r1CE 0:'" TME
REGISTeR OF' WILLS
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
mE SUM OF ............ $ /tjfi3,/'5
DATE APPROVED ........ J}.Ic., j2/ /fPJ
~Jb/.., r2. ~~.-J
R Iliff of~...Liillr~1
OF Cumberland
COU NTY
AND AGENT 0" THE CO,",MONW;.4.LTH
ESTATE OF N. j(athleen j.l1l1er
a/k/a Kathleen Miller
CATE OF the P.orou".h of Car111:J co
Aur,ust 7, 1980
OAT" OP' DEATH
CArE OF' FILING APPRAISEMENT
NO. C,.
VOUCHE't
NAME o~ PAYEE
REMARKS
AMOUNT
Fi1ine; Pa. Inhel'i tance Tax
Ret. & Debts & Deductions $
6.00
Wm A. Kramer 2nd
William E. Hoffman
Executor's Commission
Nerlene Marhevka
lJotar fee
C10sin costs
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COMMONWEAL.TH OF PENNSYLVANIA
COUNTY OF Cumberland
He;>. \'l1lliam E. Hoffman and
}..,
Roy E.
Hoffman
HEREBY CERTIJrY. THAT. TO THE Bur OF'
MY KNOWLEDGE AND BELIEF. THE P'OREQOING 18 A JUST AND TRU I!: SfATEMENT OF DEBT8.
ADMINISTRATION SUBMlnEIJ TO THE ESTA,TE OF 11. Kathleen Hiller
INHERITANCE TAX PURPOSES. ,t7,
MERLENE MARHEVKA, Nolary Public
(orlhlc, (un1borland (OUl1lv. t'a.
Mv Commission EXDirci f.., /7 IS).....
(L.5.)
8WORN AND IUBSCRIBIO eEFORE M& THIS _7 th DAY Of"
~emPeI!. ,o1&...-
" Y.) p)" .f ^_l " .Y11JL'l 11. l.; ,.J(Ct (L. S. )
KrtAr.IC.t< do KrtAMc.H,
ATTORNI:YII-AT.Ut,W
oNlllRVINI ttOW
CA","'.L.L ....N.Y~VAN.A "0"
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I. J.i. I\XrHLEEN HILLEl<. a/l</a (;A''::,1,]:;j;;: HILLER. of the Borough
of Carlisle. Cumberland County. P"nnsylvuni"., \)cinl; of "ound and dis-
posing mind. memory and understanding. do lJ',rcb,}' 1II,,),e. publish and
dec"...'" ....i.', ..co "",; ['01' I.;.. L;".t '"ill ,.nei '1'o,.\;"",ont, h.:rouy l,~y,,;,.i.ug
:.nd IDaki,,;; 'Ioiel '-'II;' ",.d ".L\ ',Hll,:, (;(,<lici.JI,. .or "dUnl!;:; in tho nIJture
thereof, by me at nny timo heretofore mudc.
FIRST: I order and direct my ZY.ecutoJ's, hereinafter named,
to pay all my just debts. fUl1err,l en.om:es. testamentary expenses, and
all Inheritance, E::;tate. Transfer "nd 3ucces6ion T,,~eo as ::;oon us may
be conveni.ent.ly ~one :!..rv,,' my 011,.':;::, 011' of my ,'e::i.lll:>r? '1"t:;t.n.
::;ECOIEi: I here;,y order "n<' dir-:>ct my Zy.ecutol'''. he,reinnfter
named to sell my 1'3,,1 .,:t~te and personal rrope1'l:y, of \~hich I may
die seized and posoensed. either at j)ublic or private sale. for such
price or pJ'ices as the:1 rr.,'Y dee!!', in oheir Dole di"cretion to be for
.. ._i .., ;.:'Ii,t'.
the uest intereBtr: of In} ""tat", 'H.d 1. ""<'1,,.,,.1...,, 'J:.. "",,,,"101' thorn to
give a good and I>ufficient deed and other '.lcquitt.:nc(!G for ":.lme. :.lS
fully and effectuully as I could do if livin,;. tho net proceedG of said
sale or :;.,1es to \-,ecome " part 1l:' my r'.lsi6.narJ' "i:t."U..
of ;11Y 1::5 t:;t tc,
'liilRD:
All t j"p'::
t . , - . 1
reM-., re~;J_.1UC 3!'~ rUI~~\~;': (:r
be it 1'001, ]lor"ol1"l or !,U.;led, 0" ,.",,.,\:1:00'!0)' kim1 ,u,,[ ",h",'cr.oevol' "i tUl< te,
I herehy C:Lv',. d",i"" ., ,0.1 1l',quo:l.1. 1;0 t.h" "c""t ",.,::o"iu[;::.on of :;oul;h
Centrcl rennzyJ v:lni3, 1i~~t'risbu:'g, Pcnn:~yl \. :J1~:ia.
L'\~'rLY: I herebJ nomiw<te, constitute :lI1J <>})point Roy E.
Hoff"",,, H,,,I ,/,1 i i"," ;;. 110 Urn,''', 0'" "itl,cr cr Lhom, 1:0 be t.he g"Oc\r~or"
of ~h-,-';, ",;; :"".;t ',:.'11 I 0:'" '~'c"t;' ";'..nt, ;,ne:i L<' :i';J'V" ',,'i.tn,'':'' . "nci in the
CO!.,,,.,,.,,..,,.,j:;:, ,,_- .h,nnGY"'..",'i.a. Ol' in [ll1Y other j\ll'.i"c\iction.
li\ ';,Hi.",';'; ',;_;".-;0"', J. ,,".'J<' i,,,rcllnto ;;d e" '"mol ,,,'c, s~nl
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i.n t.he pre~~encc of:
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-80-533
ESTATE OF M. KATHLEEN MILLER a/k/a KATHLEEN MILLER
LATE OF THE BOROUGH OF CARLISLE
CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
WILLIAM E. HOFFMAN & ROY E. HOFFMAN, EXECUTORS
DATE OF DEATH: AUGUST 7, 1980
LETTERS GRANTED: AUGUST 15, 1980
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: SEPTEMBER 8, 1980
ACCOUNT STATED TO: JANUARY 8, 1981
SUMMARY & INDEX
PRINCIPAL: Pages
Principal Receipts 3 $ 33,328.52
Additional Receipts 3 83.17
$ 33,411.69
Less Adjustments 3 .53
Adj usted Balance $ 33,411.16
Less Disbursements 3 - 4 11 , 317 . 65
Principal Balance Remaining 2 $ 22,093.51
INCOME:
Income Receipts 4 $ n8.15 $ 118.15
Combined Balance Remaining 2 $ 22,212.10
li;~ ~ !i'
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,
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COMPOSITION OF NET BALANCES
PRINCIPAL
Cash:
Checking Account No. 182-110437-7,
Commonwealth National Bank, Carlisle, Pa. $ 19,193.51
Savings Account No. 18-0041247-8,
Commonwealth National Bank, Carlisle, Pa. 2,900.00
$ 22,093.95
INCOME
Cash:
Savings Account No. 18-0041247-8,
Commonwealth National Bank, Carlisle, Pa.
Interest ~ 1113.15 "
TOTAL PRINCIPAL AND INCOME $ 22,212.10
~;:'~~, ~...:u r:u... ~,I.}
: i.:
....
,~~:"'__'..'_"""_'.._"'_"'~'" "U;'
n. 07.80
10.23.80
10.23.80
10.28.80
08.15.80
08.22.80
08.22.80
08.22.80
08.22.80
08.22.80
08.26.80
08.26.80
08.27.80
09.03.80
09.08.80
09.09.80
09.09.80
09.09.80
09.16.80
PRINCIPAL RECEIPTS
As per Pa. RCC 33 filed 11.07.80
Adjustments to Account Value:
Mathematical error in Inventory - decrease
Additional Principal Receipts:
Medicare Payment
Medicare Payment
United Telephone Company, refund
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
Mary Lewis, Register, 1 short certificate
and Letters Testamentary
Cumberland Law Journal, advertising letters
Carlisle Community Ambulance, account
Borough of Carlisle, water/sewer account
P. P. & L. Co., account
Hooke, Hooke & Lebo, real estate appraisal
Carlisle Radiology Associates, account
United Telephone Company, account
Mary Lewis, Register, 1 short certificate
Roy Gottshall, Jr., Auctioneer, public sale
Herbert P. Lenton, M.D., account
Donald K. Heishman, mowing lawn
Carlisle Hospital, TV Charge
P. P. & L. Co., Account
Patricia H. Vance, Recorder, 1% transfer tax
Lj::t.t: :)u r.:,.,_ <,:L
-3-
$ 33,328.52
.53
41. 50
32.00
9.67
$ 33,411.16
$ 26.00
18.00
35.00
10.37
6.29
30.00
49.00
21. 26
1. 00
502.00
45.00
15.00
10.00
2.59
290.00
09.16.80
09.16.80
09.16.80
09.16.80
09.17.80
10.01. 80
10.01.80
10.01. 80
10.28.80
11.07.80
C. Thomas & Constance Parker, tax proration $ 15.08
Carlisle Building & Loan Association,
Mortgage payoff 4,221.06
Evening Sentinel, advertising letters 21.50
Mer1ene Marhevka, notary fee on Deed 1.50
Mary Lewis, Register, 1 short certificate 1.00
Borough of Carlisle, final water/sewer account 2.86
Hoffman-Roth Funeral Home, Inc, funeral 2,512.00
P. P. & L. Co., account 2.27
C. Thomas & Constance Parker, reimbursement
for trash removal 30.00
Mary C. Lewis, Register, filing Pennsylvania
Inheritance Tax Return and Debts & Deductions 6.00
ALLOWANCES: Wm. A. Kramer, 2nd, Attorney's Fee
William E. Hoffman, Executor's Commission
1,666.43
833.22
833.22
10.00
100.00
$ 11,317.65
01. 08 . 81
Roy E. Hoffman, Executor's Commission
Merlene Marhevka, Notary fees
Closing costs
TOTAL PRINCIPAL DISBURSEMENTS
INcmlE RECEIPTS
Savings account No. 18-0041247-8, Common- $
wealth National Bank, Carlisle, Pa., Interest
118.15
118.15
TOTAL INCOME RECEIPTS
$
ESTATE OF M. KATHLEEN MILLER
a/k/a KATHLEEN MILLER,
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