HomeMy WebLinkAbout07-10-80
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REV-449 (8-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
.
7- /tJ- ,?O
21-78-314
........
RESIDENT DECEDENT
COUNTY OF CUMBERLAND
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'lenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
Late of
Cumberland
} AFFIDAVIT OF
EXECUTOR
County H~~
IN THE MATTER OF THE EST A TE OF
T. A. MILLER
(STATE FULL NAME OF DECEDENT)
State of
Pennsylvania
Cumberland
} ."
rix
ExecutxlOC
County of
Administrator
Beatrice M. Claus
of the estote of the above.named decedent being duly sworn, depose
and say
June
(MONTH)
Home and address of attorney or }
other authorized repres.entative to whom
011 correspondence should be moiled.
(DAY)
(YEAR)
testate leaving a last will, copy of which is hereto attached. }
!lOI:
Decedent died
2
19 78
James R. Hurner, Attorney
1 W. High St., Carlisle, FA 17013
That as such Executrix deponent is familiar with the affairs of said estate and the property constituting
(EX ECU TO R'ADMINI ST RA TOR)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
. ,
RELATIONSHIP OF JOINT
HOLLlERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules
wi th the exception of the following, for the reasons hereinafter set forth:
R of this return,
That Schedule 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 assessed valuation of -each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth 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 the 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 the 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 thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent,
together with the fRirly estimated market value thereof; all bonds and mortgages held by decedent and'of all
claims due and owing decedent at the time of death, and all promis sory notes 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 estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all 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 securities owned by the decedent at the time of death, with the market value there-
of at such time.
In the case of securities of close or family corpcrations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or lmsiness.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y
of the deed, trust agreement or other instrument creating the trust. Ther'~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate,. at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitantS and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made 'a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the d~te and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable,for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present ppoof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
,
That the totals of the appropriate columns in Schedules "A", "B", We", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ......27:L.......,....
/,
~/ J/t'
...................................~...................... day of. ................::J..H:fte: ..... ;-:::)1..... 19...8..0....
jf Ii /; . ~Y,?J,/I/
...~t...d.L~~.....,;;!/~.c:..~,~,;~.................
TARY PURtle
Ex9ires July 14, 1981
Cumberland County
/) ~ 3 ~r;g
// '. .
.../.()",&... .... ..~.~.............. ..... ..... ....((6;:::::?..........._......._...
(Ezecu.tor-AdminiatTator )
.....~~.~.v.!:~...................G.S.....Ma.in....S.t...........................-..-.-..
(Street Number)
....yjJ1.~.1.g,.nd...,......O'n.t.ar..io..........LOR2C.O'......................
(City or Town 4M St4te)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required illlder the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RC C.34 (4.73)
COMMONWEAtTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or ather, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not b. deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
1. (A) House and lot of ground No. 531 N. Pitt
St., Carlisle, Cumberland Co., Pa.,
lot 25' X 95' and improved with a brick
dwelling.
(B) Lot of ground adjoining (A) above,
vacant, and fronting 56' on N. Pitt St.
and 100' on "B" Street. Prior deed
recorded in 15 "A" 154. Both tracts
sold as a unit 1/29/79 and assessed
together. Sale price $22,500.00 ~*'r:t 4090.00'/
2.House and lot of ground No. 631 Factory St.
Carlisle, Cumberland County, Pa. Lot 25' x
60'. Prior deed recorded 23 "BII"' 480.
Sold 12/5/78. Sale price $8500.00H;f}av!fMtJV2760.00V
3. House and lot of ground No. 155 W. North
St., Carlisle, Cumberland County, Pa.
Lot 24' x 114'. See deed recorded"
23 "A" 567. Sale price $7000.00. Sold~J(s.C 3240.00y'
, 9/ 2 7 / 7 9 . .,.-11/
4. Tract of land, 7 Acres, N. Middleton Twp.,
Cumberland County, Pa., improved with frame
dwelling and other outbuildings, Prior
deed recorded in 19 "C" 497. So11.";7'"..... d 4'1 4970.00'/
5/30/80. Sale price $25,000.00~f'" y
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
(2)
ESTIMA TED
MARKET VALUE
22,500.00'[/
8,500.00,1/
./
7 , 000. 0 O~
25,000.00IV
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
63000.00/ [:f,C'H,(C
, 7 ".~'
-'t:7' \
...
RCCO-:3,s
.
COMMONWEALTH OF PENNSYLVANIA
TRANS}~R INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
. I
I NS1'RUCTlONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive tl'USt accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed f'irst (e. g. jewelry, wearing apparel, household
goods, and f'urnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of" death, should be listed in this schedule.
I tern
No.
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
ITEM
List and describe fully
1
2
Personal property sold at public sale
Cottage on leased ground, Evangelical Camp
Grove, Herndon, Jackson Twp., Northumber-
land Co., PA Assessed value $450.00
Contents
Bal. due on agreement of sale of land in
Jackson Twp., Perry Co., PA sold 10/ /73
to Wade W. Killinger et ux, deed dated
5/1/79. Purchase price fully paid prior
to death of decedent 6/2/78, tax appor-
tionment only due
ACF Brill motor home, non-operational
1972 Cadillac Cpo Title C23671201
Indian Jewelry & artifacts, per appraisal
Coin collection, per appraisals
Com. Nat1. Bk., Ck. acct. 182-203255-1
Com. Nat1. Bk., Save acct. 18-0021063-3
Int. to 6/2/78
CVS&L, Acct. #160925 incl. into 8.09
CVS&L, Acct. #154180 incl. into 5.75
Farmers Tr. Co., Ck. Acct. 1-25816-5
Farmers Tr. Co., Ck. Acct. 2-0602-4
CCNB Bank, Save Acct. #076-028984-3
Deerfie1d Beach St. Bk. Ck. #306-287-7
First Fed. S & L of Hbg. S/A#06-14-37293-6
First Fed. S&L of Broward, #5-18086-5-09
Mid Penn Bank, #301-959-3
Northern Central Ban~, Ck. Acct. 208-852-4
Northern Central Bank, Save Acct. 35831-7
PNP Bank Card 4261 360 127 918 Credit
Texaco Canada Inc., Trav. Cd.9211228912 Cr .
U.S. Series E Bonds, list attached
6 She Cumbo Valley Co-Op. Assn. Pfd. 10.00
Metropolitan Life Ins. Co. Proc.#6975196C
Prudential Life Ins. Co., Proc.#20 061 172
Prudential Life Ins. Co., Proc.#091333199
VA Ins., Proc. Pol. #V 17539
VA Ins., Proc. Pol. #V 6006583
15 She Herdon Camp Meeting Assn.
3
4
UNIT ESTIMATED
VALUE MARKET VALUE
6,477.10
1,800.00
1,800.00
19.10
700.00
1,500.00
, 9,586.00
(6 , 572 . 05)
871.43
244.54
.07
371. 87
264.31
174.08
23.71
28.13
8.72
(318.64)
84.79
34.09
395.55
82.81
12.08
101. 82
5,043.46
60.00
1,730.79
22,439.79
610.26
1,696.25
1 , 773 . 8 ~,
(5.00/
DEPARTMENT VALUATION
(Do not write in
thi s space)
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.$1'1, .(p J'
75:oc
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3
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INDIAN ARTIFACTS AND JEWELRY
Klagetoth all wool blanket or rug
Rio Grande design
Wide Ruins design
Pueblo weaving
Grande Canyon floor
Klagetoth Alligator design
Jerronga design, all wool
Buckle
Ballo
2 silver beads @ 30.00
1 silver bead
1 liquid silver
1 stone turquoise
1 shell
Turquoise and shell
Olive shell fetish
crab bracelet
silver and turquoise squash
1 coral squash
1 corn and silver pendant
butterfly squash
Belt Rain dance
Silver and turquoise belt
Watch and Bracelet
1 ring
1 Shrine ring
3 Shrine pins
Necklace Silver chain
Necklace Silver chain
10 liquid silver @ 5.00
5 pin shell @ 15.00
1 silver turquoise
1 silver turquoise nuggets
Bracelets 3 @ 40.00
Bracelets 4 @ 25.00
Bracelet 1
Bracelet 1
2 Key rings @ 15.00
4 ear rings @ 10.00
14 rings @ 15.00
13 rings @ 20.00
14 rings @ 25.00
1 ring
2 rings @ 10.00
3 rings @ 30.00
1 ring
1 ring
1 ring
,
$90.00
90.00
190.00
275.00
200.00
150.00
300.00
60.00
75.00
90.00
35.00
20.00
60.00
45.00
35.00
175.00
250.00
250.00
350.00
3000.00
800.00
1200.00
50.00
50.00
120.00
25.00
25.00
50.00
75.00
40.00
45.00
120.00
100.00
40.00
35.00
30.00
40.00
210.00
156.00
350.00
45.00
20.00
90.00
35.00
40.00
55.00
9586.00
\
1857
1855
lS5?
1893
1901-3
1882...cC
..,,....., ~
.J..)' .1..;>
1912
1913
1923
1898
1945
1945
1955
1959
1959
1929
1862
1905
1908
1915
1967
Type 1
'rype 2
Type 3
Liberty He~.d
Liberty i-Ie~d
Libert-,! Head
Liberty Head
Indian He;lc
Indian Head
Ir.dian Head
Saint Gaudens
1 Pesos
2 Pesos
2~ Pesos
5 Pesos
10 Pesos
20 Pesos
SO Pesos
u.S. Type 3
1. S '
Z ' overe1.zn
1 Sovereign
1 Sovereign
1 Sovereign
u.s. GOLD
PLASTIC CASE
$1 Dollar Gold
$1 Dollar Gold
$ 1 Dollar Gold
$3 Dollar Gold
$2J;- Dollar Gold
$ 5 Dollar Gold
~'l() Dollar uold
$20 Dollar Gold
tr,2~ Dolh.r'l-old
$5 Dollar :}old
$10 Dolh.r Gold
$20 Dollar Gold
1-lEXIC A1~ GOLD
PLASTIC CASE
Gold Piece
Gold Piece
Gold Piece
Gold Piece
Gold Piece
Gold Piece
Gold Piece
~
Uncircvli.ted
Plugged & Polished
(good)
UncirculR.ted
TTncircuhted
Very Fine
Extra Fine
Uncirculated
About Unciro
Umrircu.lated
Ver;r Fine
About Uncirculated
Uncirculated
Uncirculated
Uncirculated
Uncirc ulol.ted
Uncirculated
UI:.circu-lated
Ui.'lcirculated
Uncircul<il.ted
INDIVIDUAL GOLD PIECES
IN gARDBOARD 2 x 2
1 Dollar Gold
ENGLISH
EdwOl.rd 7t.h
Ed\vard 7th
George 5th
Elizabeth ?nd
"
Plugged & Soldered
( Good)
Very Fine
Fine-Soldered on Clasp
Uncirculated
Uncirculated
.'
$250000
75.00
250000
$1100000
$ 90000
$ 90.00
:$ 175000
$ 725.00
$ 150000
:j) goo 00
~ 190000
$ 30.5.00
$ 10000
$ 12050
$ 15060
$ 31. 20
$ 62.40
:$ 118.3.5
$ 284.00
$ 2.5.00
$ 38000
$ 20000
$ 48.00
$ 48.00
,
'( .. . '.
..
-2-
FRANCE
DATE
1865 5 France Napoleon 3rd Uncirculated Restrike $ 65.00
1867 10 Francs Napoleon 3rd Uncirculated Restrike $ 55..00
1868 20 Fr.mcs N..poleon 3rd Uncircul;ilted Restrike '" 55.00
y
1859 50 Fr.mcs Napoleon 3rd U~circula.ted Restrike $ 275.00
1869 100 Fromc8 Napoleon 3rd Uncircula.ted Restrike $ 460000
1935 20 Fromcs Napoleon 3rd Uncirculated $ 60.00
EUNGARE'
1880 1 D\1c~t Res tri..l{e Proof .... 50000
0.1>
lR92 20 Korona. Restrike Uncirculated :p 65000
1906 10 Korona About Uncirculated $ 45.00
1778 1 Ducat Liechtenstein Restrike/Uncir. :j) 15000
CHILE
-
1947 100 Cien Pesos Extr_ Fine ~, 75000
oj)
AUSTRIA
1892 4 Florin Uncircu.lated $ 15.00
1915 1 Ducat Uncircuhted $ 20000
1915 4 DU.cat Uncirculated $ 25.00
PERSIA-IRAN
1339 t POl.hlen Restrike Uncirculated ct. 45000
'V
1909-1925 1/5 Toman Uncirculate6. $ 30.00
1909-1925 t Toman Uncircbllated .... 3'000
.:j)
1905-1925 1 Tom.... Uncirculated $ 50000
NETEERLA1\TD-EAST INDIA
1928 1 Ducat Uncirc1J.lated $ 25000
GERHANY
1905 20 Mark Uncirculated $ 135.00
. .
"
"
. III f"' '"
" .
, ;
,
-3-
DATE DOMINICP.N RE?TTBLIC
1955 30 Pesos Uncirc'lAlated $ 75000
TURKEY
19f;6 250 Piastres Uncirculated $ 60.00
QUA TEI1.ALli
1864 4 Reales Uncirc~lated $ 45000
'\
.'
, '.
Mr James R.Humer
Farmers Trust Building
One West High Street
Carlisle,Penna 17013
U.S.A.
STANLEY GIBBONS CURRENCY LIMITED
MEDAL DEPARTMENT
17 Piccadilly Arcade
London SW1 Y 6NL
Tel: 01-493 5082
Telex: 28883
-and London WC2R OLX
Tel: 01-836 8444
Telex: 28883
28th November 1979
Dear Sir,
I have been asked to write to you by Tim Crisler concerning the
medal which you wish to identify and value. This is an unofficial
GOLD medallion comemmorating the Coronation of Edward V11. It's
only value is that of it's gold content, approximately ~300.
I trust this information will be of help to you.
Yours sincerely,
f\. J ~
Nimrod Dix
CHAIRMAN: H. O. haser
DIRECTORS: Colin Narbeth David Millar David Whatley
Registered Address 391 Strand. London WC2R OLX
Registered No. 993183 London
Cables: C/o Telex 28883
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J2
.~~a
Mr James R.Humer
Attorney at Law
Farmers Trust Building
One ~est High Street
Carlisle
Penna.17013
U.S.A.
, .
Commonwealth 1\
National Bank/" "
V-,.
",
..~
July 17, 1978
James R. Humer
Farmers Trust Building
One West High Street
Carlisle, Pa. 17013
Re: Estate of Dr. T.A. Miller
Dear Mr. Humer:
In reply to your recent letter dated June 23, 1978 on the above
estate, the following accounts are listed below as of June 2, 1978:
Checking Account - #182-203255-1
$871.43 Opened - January 5, 1976
Savings Account - #18-0021063-3
$244.54
Opened -
Accrued Interest - $.07
June 20, 1975
The above accounts are in Dr. T.A. Miller's name only.
If you have any questions, please feel free to contact us.
Very truly yours,
{
!- ..... ( ~
/
,
, /
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;
Robert Ta1a1ai
Assistant Vice President
and Credit Officer
RT/cg
The Commonwealth National Bank, 10 South Market Square, Harrisburg, Pa, 17108 (717) 564.9500
. .,
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""CUMBERlAND
~LLEY ~1N<75
AND LOiN ASSOCI~TION
16 West High Street. Carlisle. Pennsylvania 17013 249-2525
August 3, 1978
James R. Humer
Attorney At Law
Farmers Trust Building
One West High St.
Carlisle, PA 17013
RE: Dr. T. A. Miller
Date of Death: June 2, 1978
Dear Mr. Humer:
Please find listed below the balances and accrued interest on the two savings
accounts held by the deceased as of June 2, 1978:
#160925
#154180
Balance --------------$363.78
Balance --------------$258.56
Accrued Interest -----
8.09
Accrued Interest -----
5.75
Total ---------$371.87
Total ---------$264.31
If additional information is needed, please contact this office.
Very truly yours,
!J~{ pt}{4
Richard L. Kuntz
Bookkeeping Dept.
~
FARMERS TRUST COMPANY
CARLISLE, PENNSYLVANIA
Date June ?7, 1978
James Rn Humer
One West High Strppt
Carl i ~l P, PA 1 701 q
Re: Estate of Dr. Tn An Miller
Date of Death .Tunp 2, lq7R
Dear Mr n Humer
In answer to your request concerning accounts owned, either separately or jointly, by
the above referenced decedent and the balance in each account .as of the date of
death, we have checked our records and are submitting the following information in
duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inven-
tory forms (RCC) to substantiate the balance you report.
Note that we have shown the correct registration for each account. Also, interest accrued to
the date of death, if any, is listed as a separate figure.
Very truly yours,
FARMERS TRUST COMPANY
@ib<:LtJ3~cvr7." '-V
Olive Bolinger
Supervisor
Bookkeeping Dept.
Balance in Acct. #1-25816-5
$174.08
$ 23.71
Balance in Acct. #2-0602-4
(Tamec Riding Club)
DB/db
.~>> /~ ~~n r""""""""
f'.~? \..~ lJ ~ '1 ..C:;,J
MAIN OFFICE 331 BRIDGE STREET NEW CUMIJERLAND PENNSYLVANIA 17070 (717/230.()041
CCNU DANI<-. N.A.
D^TE AUGUST 24,1978
JAllliS R RUMER
ATTORNEY AT LAW
FARMERS TRUST BUILDING
ONE ~~T HIGH STREE~
CARLISLE,PE~rr~. 17013
RE:
!STJ.TE OF Dt. T.. }.. }rTITEH
GENTLEMEN:
The following is a list of accounts that we have in our bank.
TYP~ OF ACCT. ACCOUNT NO. OPEN DATE DUE DATE BALANCE
ACCR. INT.
SAVINGS
076-028984-3 ~uv.66
$28.13 DORMA.NT*NO INTEREST
NAMES ON THE ABOVE ACCOUNT
If we can be of further assistance, do not hesitate to write.
Very truly yours,
b6vt97 );;?~
Dorothy Morrette
Savings Department Head
DEEHFIELD BEACH STATE BANK
.
,,'
,..
,..
,..
MEMBER FDIC
225 SOUTH FEDERAL HIGHWAY, DEERFIELD BEACH, FLORIDA 33441
TELEPHONE (305) 428-3000
RICHARD R. MONTGOMERY
VICE PRESIDENT AND CASHIER
July 6, 1978
Mr. James R. Humer
Farmers Trust Building
1 West High Street
Carlisle, Penna. 17013
Re: Estate of Dr. T. A. Miller
Checking Account No. 306-287-7
Dear Sir:
In reply to your letter of June 23, 1978, be advised that
the balance in the reference account as at June 2, 1978,
was $8.72.
If we can be of further assistance, please do not hesitate
to advise.
Yours truly, .~
I ~,
/) If, -
~'.'ltW. f \!1?---'
Richard R.' Mon~omery
Vice President and CAshier
RRM/pef
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Savings & Loan Association
of Harrisburg
June 27, 1978
James R. Humer
Attorney at Law
Farmers Trust Building
One West High Street
Carlisle, PA 17013
Re: Estate of Dr. T. A. ~liller
Account #614-37293-6
Dear Mr. Humer:
The above account is the only one Dr. Miller had with our
association. The balance in the account at date of death was
$311.84. Accrued earnings to date of death were $2.84 making
the available bclance $314.68.
Enclosed is a withdrawal slip for use by the Executrix in
collecting the funds. We also require9to close the account, a
short certificate neming the Executrix.
Sincerely,
~.,.;, k4.0~
Lois 1'1. Coover
Assistant Vice Fresident
Dee: jrh
234 i'-JORTH SECOND STREET. P. O. BOX 1111 . HARRISBURG, PA 17108 . (717) 232.6661
.:~f[Fee1
FIRST FEDERAL B OF BROWARD
flPST
July 13, 1978
James R. Humer, Attorney at Law
Farmers Trust Building
One West High street
Carlisle, Pennsylvania 17013
Re: Estate of Dr. T. A. Miller
Our Account No. 5-18086-5-09
Dear Mr. Humer:
According to our records, we find only the above account
open at this date. It is a single account in the name
of Dr. T. A. Miller. The balance at the date of death
June 2, 1978 was $84.78 which inaluded interest through
May 31, 1978. Interest from June 1 to June 2, 1978
would have been $.01.
We are enclosing a withdrawal slip for use by the Executrix;
but in addition to the signed withdrawal, we will need a
death certificate and a letter of testamentary both with
raised seals in order to complete the transaction. We
will also need the passbooko
Upon receipt of the above named items, we will give this
matter our immediate attention.
Sincerely,
- \-~
) u7-- ;( 6,-: > L/{l . /J C A ~ ( c f_.
Kathleen O. Bissell
Savings Officer
KO:a/cak
Enclosure
FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF BROWARD COUNTY
1000 South Federal Highway. Deerfield Beach. Florida 33441 . Telephone (305) 427-8200
~
LEND!!"
JAMES R. RUMER
ATTORNEY AT LAW
FARMERS TRUST BUILDING
ONE WEST HIGH STREET
CARLISLE, PENNA. 17013
(717) 243-a831
June 23, 1978
Mid Penn Bank
349 Union St.
Mi11ersburg, PA17061
In Re: Estate of Dr. T. A. Miller
Date of Death - June 2, 1978
Account No. 301-959-3
Gentlemen:
I am the attorney for the above estate and request from
you a certification over the signature of an authorized officer
of your institution stating the balance in the above accountt or
accounts as of the date of the decedent's death including
interest to the date of death if credited. I would expect to
furnish a copy of your letter to the Pennsylvania Inheritance
Tax Appraiser for taxation purposes.
If there are other accounts in your institution in the
name of the above decedent, I would appreciate similar information
with respect to them.
In the case of a savings account, I would also appreciate
a withdrawal slip for use by the Executrix in collecting the
assets of the estate. Thank you very much for your helpfulness.
~ery truly yours,
" '- /-' '/ I
\ ,/ ....-yrl-i/.1- ?\ . (-.;.-c -'-7 ......'-.-'_"''\.....,
.~-
/James R. Humer i,r:? G'_
JRH : sa
/
/
Balance in his account as of 6-2-78
$34.09 '
'yy].J-t t.-.~..A )..'"I.......j J.;..u .
"C (~~,~v
Mid Penn Bank
Dalmatia, Fa. 17017
,"'"","."'". rth
i,; ~'.~ : "4.
~'~'<';.:W no ern
! central
bank
'1(,~
Q.O (lA
Sunbury, Pennsylvania 17801 286-6751. Fort Augusto 286-7136. Northumberland 473-3593
June 30, 1978
James R. Humer, Esq.
Farmers Trust Building
One West High Street
Carlisle, Pa. 17013
Re: Estate of Dr. T. A. Miller
Dear Mr. Humer:
Your letter of June 23 was received regarding the above. Please
be advised that Dr. Miller, at the time of his death, had a balance of
$395.55 in his checking account #208-852-4. His savings account #35831-7
had a balance of $82.06 with accrued interest of $.75 as of that date.
In accordance with your request we enclose a savings withdrawal
slip which we have not filled in the amount since savings accounts accrue
daily. In the event the Executrix plans to close the account, please
have her sign the withdrawal slip and we will complete the total balance
at the time that the account is closed.
If you have any further questions in this matter please advise.
At the time of forwarding the withdrawal slip we would also ap-
preciate receiving a copy of the short certificate for our file.
Sincerely yours,
/
/
(.l~) / _,.
/ j. ." ',f (\. "- - -)()>; ).-...
_/ -.~
George A. Park
Vice President
GA~:psm
Encl.
.)
~.)
re..:':!:: .
t.~ tor' A '" ~ r"cl.~O
[.'.-: II!
, VI.'~"
PN'B BAN~ CARD 51' A TEMENT
Please detucff. and.ret(/rn this par,
t,on with your remittance payable
to Philadelphia National Bank.
Do not remit cash.
0.00
0.00
06/14/78
0.00
4261 360 127 918
$
Plea:ie indicate
amount paiq
I
I
MINIMUM
PAYMENT DUE
PAST DUE
AMOUNT
PAYMENT
DUE DATE
NEW BALANCE
ACCOUNT NUMBER
INDICATE NAME AND. OR ADDRESS CHANGE(S) BELOW.
~
~ A MILLER
PO BOX 377
HERNDON PA 17830
~
I
426136012791800000000000000
ACCOUNT NUMBER
CREDIT LIMIT
AVAILABLE
CREDIT
DAYS IN
MUNG
CYClE
BILLING DATE
PAYMENT
DUE DATE
MINIMUM
PAYMENT DUE
4261 360 127 918
500
500
30
05/18/78
06/14/78
0.00
REFERENCE NUMBER CHARGES, PAYMENTS AND CREDITS SINCE LAST STATEMENT
401042507000068 REDIT BALANCE REVERSAL PHILA PA
AMOUNT
12 8
I
I
I
I
I
I
I
I
I
I
I
CREDITS
I
I
I
I
I
I
I
I
I
I
I
I
I
!
I
.L....-./
P.AYMENTS
NEW
BALANCE
A FINANCE CHARGE will not be charged for new purchases recorded on this statement if there is no
Previous Balance for either Purchases or Cash Advances (after deduction of Payments and Credits) on
the Billing Date shown below, and the amount of the New Balance 'is paid in full within 25 days of the
Billing Date (i.e., on or before the Payment Due Date,) '.
AN AMOUNT FOLLOWED BY A MINUS (-) IS A CREDIT OR A CREDIT BALANCE UNLESS OTHERWISE INDICATED,
WE Of fiNANCE CHARGE
~..,
18.I..AMIRlCARO.!
E.:;..", 'C' ,~.
:~
Pf:llAOm::iA NATlOiiAL BU;K
[n;;: Cl.nD STATEf.'.nlT
( 111-. ;:;':r_:~\'l,n?: :~''H~'
;. .' .'.' ..---....-..
\~~_!UiODIC WES
(' 170:: 1:' 77
NOTICE: See Reverse Side for important Information.
9211228912 0000000000000 4000010182
'ACCOUNTfcOMPn:'
~'EXACO CANADA
INC.
BOX/CP 1400 DON MillS, ONTARIO M3C 2T9
4021
ESTATE OF T A MILLER
C/O J R HUMER ATT. AT
1 WEST HIGH ST
CARLISLE PENNA USA
170 13
DATE
12/01/78
LAW
AMOUNT DUE
101.82-
MONT ANT 00
000
DIRECT INOUIRIES TO
ADRESSER LES OUESTIONS A
H D MANSON
(416) 443-7887
RETURN THIS PART WITH YOUR PAYMENT/REPLY RETOURNER CE COUPON AVEC VOTRE REMISE/REPONSE
Dear Customer:
We wish to thank you for your recent communication, and advise
that our cheque covering the refund you request will'be mailed
to you shortly, under separate cover.
-,'
We sincerely regret any inconvenience caused.
Yours truly,
TRAVEL CARD MARKETING
cI'EXAC(') C~ANADA
INC
STATEMENT ACCOMPANYING CHEQUE
RELEVE: ACCOMPAGNANT LE CHEQUE
5.57 (7-781 R
I
NO. 06457 8
,:
Refund of overpayment on Travel card account # 92 112 2891 2
$ 101.82
NOTICE THE ATT ACHED CHEQUE IS TENDERED IN FULL PA YMENT OF ITEMS STATED ABOVE. IF CORRECT DETACH CHEOUE. OTHERWISE RETURN BOTH CHEQUE AND STATEMENT.
. AVIS CE CHEQUE COUVRE LE PAIEMENT TOTAL DES ARTICLES INO/OUES CI.OESSUS. 51 TOUT EST EN REGLE. OETACHER LE CHEQUE. SINON. RETOURNER LE CHE~UE ET LE RELEvt
. .
.
. .
U.S. SERIES "E" BONDS
Mrs. E1izaheth C. Miller Cd e c e a sed 2/1/71) or Dr. Thomas A. Miller
25.00 Q 1 007 431 851 E 11/51 55.09
25.00 Q 1 008 674 380 E 12/51 55.76
50.00 L 231 358 656 E 1/52 108.26
50.00 L 231 259 553 E 1/52 108.26
50.00 L 237 289 375 E 6/52 108.10
50.00 L 237 291 660 E 6/52 108.10
50.00 L 237 472 965 E 7/52 108.10
50.00 L 237 474 906 E 7/52 108.10
50.00 L 237 751 738 E 8/52 108.10
50.00 L 251 899 006 E 8/52 108.10
50.00 L 251 901 180 F. 8/52 108.10
25.00 Q 1 051 400 051 E 8/52 54.05
50.00 L 272 253 996 E 10/53 105.50
50.00 L 272 555 150 E 11/53 102.44
50.00 L 550 861 879 E 10/60 83.54
50.00 L 550 864 685 E 10/60 83.54
50.00 L 571 041 583 E 11/61 81.58
50.00 L 571 044 459 E 11/61 81.58
50.00 L 594 200 583 E 10/62 78.02
50.00 L 594 204 102 E 11/62 78.02
50.00 L 596 027 692 E 11/62 78.02
50.00 L 596 031 646 E 12/62 78.32
50.00 L 597 101 289 E 12/62 78.32
50.00 L 597 104 931 E 1/63 78.32
50.00 L 600 273 687 E 1/63 78.32
50.00 L 600 277 299 E 2/63 78.32
50.00 L 603 896 015 E 2/63 78.32
50.00 L 606 810 241 E 3/63 78.52
50.00 L 603 899 994 E 3/63 78.52
50.00 L 603 903 567 E 3/63 78.52
50.00 L 606 814 083 E 4/63 76.22
50.00 L 607 554 840 F. 4/63 76.22
50.00 L 607 650 648 E 5/63 76.22
50.00 L 607 654 502 E 5/63 76.22
50.00 L 611 248 083 E 6/63 76.80
50.00 L 611 251 839 E 6/63 76.80
50.00 L 611 915 789 E 7/63 76.80
50.00 L 611 919 651 E 7/63 76.80
50.00 L 614 668 379 E 8/63 76.80
50.00 L 614 680 296 E 8/63 76.80
50.00 L 615 464 975 E 8/63 76.80
50.00 L 615 543 844 E 9/63 76.98
50.00 L 634 098 717 E 7/64 73.68
50.00 L 634 084 892 E 7/64 73.68
50.00 L 640 511 930 E 8/64 73.68
50.00 L 636 618 369 E 8/64 73.68
50.00 L 636 662 092 r 8/64 73.68
50.00 L 640 637 727 E 9/64 73.86
50.00 L 640 921 434 E 9/64 73.86
50.00 L 642 996 217 E 10/64 71.70
50.00 L 643 001 590 E 10/64 71.70
50.00 L 645 233 332 E 11/64 71.70
50.00 L 645 237 170 E 11/64 71.70
50.00 L 647 197 803 E 12/64 72.14
50.00 L 647 201 764 E 12/64 72.14
50.00 L 649 236 470 E 1/65 72.14
50.00 L 649 241 052 E 1/65 72.14
50.00 L 649 244 739 E 1/65 72.14
50.00 L 655 327 954 E 5/65 70.22
50.00 L 656 551 503 E 5/65 70.22
50.00 L 658 615 085 E 6/65 70.62
50.00 L 658 618 855 E 6/65 70.62
50.00 L 750 919 355 F 12/68 62.86
5043.46
, ."
Lnetropolitan Life Insurance Company 609
C-545-SC (9-74)
. . :
,
1-2
210
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.
-.......--,......
Mideastern Head Offic,
500 Schoolhouse Rd.
Johnstown, P,. 15916.
THOMAS A Tr:\'1 rr.rnnl
DEATH CLAIM
H .0./0.0.
No.
597
A..nc, Check Number
No. 2502 98882
80~
83ir056er
00697519l
Suffix
Date u..
Code
C
8-31-78 253
Pay to the
Order of:
BEATRICE M CLAUS EXTRX ULWT OF
THOMAS A MILLER, DECEASED
$*1730*79
To The Chase Manhattan Bank, N,A.
33 East 23rd Street, New York, N. Y.
II' 2 50 2 11 B B B 2 III I: 0 2 .0 II' 0 0 0 21:
M-/.4
00 2 "' :}'" 0 0 bOg . III ~.t~ PItllll.1'l\t 1M 1)t6I1lI'U
r'..,. ".1'. .' ,l~ .,~.,t
I. '" . " .. ' ..~.1 .' t. f-r
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The PrudenilallnsuriJnce ComJ1any of America
Central Atlantic Home Office. Fort Washington, Pi!. 19034
General Account
24 CA 015 5 8 6
G",lfO odnk
....UADI'.....A,...
:;
Pay To Thl' ;-Jldcr
Dote rsEPTEMBERb, 1978
Ot: BEATRICE M CLAUS EXECUTRIX**
Exactly r*********128Dollars 64cenls $*****128.64
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Insured I THOMAS A MILLER
Policy 120 061 172
....
o
Sem To ;- bLATH.I CE-M-'CLA'lis EXECUTRIX
:~ C/O JAMES R HUMER
1 ~l HIGH STREET
I CARLISLE PA 17013
,
IS$Ul:u '" 'E""~l"';':"t- GF
I.lt ,r li) h~l:hlfU f
n'.... - -, "/
1/ )I,,~'-';.-I"',- LJidL~~L'~__
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II- 0 . 5 5 B b II- I: 0 ~ . 0 III 0 0 0 ~ I:
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Ord\!r Of I BEATRICE M CLAUS EXECUTRIX OF*
1THOMAS A MILLE~*
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Insured
Policy No.
41 188475
T MILLER
091333199
1404 0608342
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Address
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PmdentJal
The Prudential Insurance Company of America
Central Atlantic Home Office
Post Office Box 631. Fort Washmgton. Pa. 190342 Kl4 7 b F 0 51 b ** b 15 MIll
Check number
D240 0179376
I Statement of
I
I dENEFIT
Name of insured
Policy number Date
THOtoiAS A f'1! LlE K
2, :.; b 1 172
AUG
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INCLUDED AMOUNTS
$1b.....,1. .n..
5.447.74
31.,1.20
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FAC~ AI~IOUf\jT OF I,\iSUi{Ai'\Cc
P~IO-U~ AuDITiUNAl IN~UKANC~
TE~Ml~ATlGN DIVI~~ND
peST MJRTE~ DIVlu~NO
PR~MIUM AJ~USTM~~T
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333.15
~M0U~T OF THIS PAYhE~T
li'JTt:KEST
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IF THE Df~fAS(O JAS NAM~D AS btNEfICIAkY UN eTHER IN~URANCl, A NEW
nENEfICIA~Y Srl~UlJ dE DtSlGNATEO ~ITriuuT DELAY.
UNITc-l} SrATi:;) suCIAl SECURiTY IlR CANAUIAI'~ SLClt.l INSUKA,'.C;:: bl.::i\i....rll.::. ,'uW Al::.u
rlE uuE. ~O~ INFORMATION, CONTACT THE APPkUPkIATE AGENCY IN YGU~ l~L~llTY.
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VETERANS ADMINISTRATION
INSURANCE AWARD ST ATEMENT - GOVERNMENT LIFE INSURANCE
INSURANCE FILE NUMBER PAYEE POLICY NUMBER TYPE OF PAYMENT CLAIM NUMBER
F V 1 75 39 1 V 17539 PRINCIPAL BENEFICIARY AblARD XC 131f141f72
Always show the above identifying numbers when
corresponding with the Veterans Administration re-
garding your claim.
.
BEATRICE M CLAUS
EXEC EST OF
THOMAS A MILLER
P 0 BO X 2
CARLISLE PA 17013
Please send all correspondence including change
of address to the office shown below. Keep this
document with your other personal records.
Veterans Administration Center
BOX BD79
PHILADELPHIA PA 19101
SEPT 17 1978
AMOUNT OF THIS
INSURANCE
POLICY
ADO ITIONAL YOUR SHARE
INSURANCE
(PAID-UP)
AMOUNT OF THIS IN-
SURANCE AWARD
*
PREMUvI REF'lNl DIVIDEND
DIV. INTEREST TOTAL DISABILITY
PAYMENTS DUE
OTHER
1,661. 5
PLUS ADDITIONS
ADDITIONS
~
31f. 0
PREMIUM DUE LIEN LIEN INTEREST PRIOR PAYMENTS
TOTAL DISABILITY
OVERPAYMENTS
34.80
LESS DEDUCTIONS
DEDUCTIONS
~
THE TREASURY DEPARTMENT WILL SEND YOU A CHECK FOR THIS AMOUNT
1,69k.25
*THIS IS A ONE SUM PAYMENT.
VA FORM 4-5851, APR 1973 SUPERSEDES VA FORM 24- 5851. MARCH 1967. WHICH WILL NOT BE USED
PAYEE
,
VETERANS ADMINISTRATION
INSURANCE AWARD STATEMENT - GOVERNMENT LIFE INSURANCE
INSURANCE FILE NUMBER
PAYEE POLICY NUMBER
TYPE OF PAYMENT
CLAIM NUMBER
F V
1 75 39
1
V
6006583
PRINCIPAL BENEFICIARY AWARD
XC
1341~"'72
Always show the above identifying numbers when
corresponding with the Veterans Administration re-
garding your claim.
.
BEATRICE M CLAUS
EXEC EST Of
THOMAS A MILLER
POBOX 2
CARLISLE PA 17013
Please send all correspondence including change
of address to the office shown below. Keep this
document with your other personal records.
Veterans Administration Center
SOX 8079
PHILADELPHIA PA 19101
SEPT 17 1978
AMOUNT OF TH IS
INSURANCE
POLICY
ADDITIONAL YOUR SHARE
INSURANCE
(PAID-UP)
AMOUNT OF THIS IN-
SURANCE AW ARD
*
PREMILM REF'lNl DIVIDEND
DIV. INTEREST TOTAL DISABILITY
PAYMENTS DUE
OTHER
ADDITIONS
~
PREMIUM DUE LIEN
LIEN INTEREST PRIOR PAYMENTS
TOTAL DISABILITY
OVERPAYMENTS
DEDUCTIONS
~
THE TREASURY DEPARTMENT WILL SEND YOU A CHECK FOR THIS AMOUNT
*THIS IS A ONE SUM PAYMENT.
.'
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L'l)MMlr\VVl:'AL~']{ lW l'E\'N~YIYj\NI!I.
T'tA\~F~'i~ I:\FF:IUTl>\'CF TAX
SCHEDULE "e"
T J\ \N c.: F1;~ns
i,ESlnE'IT nFCEnl~\T
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiv ing 11 valuable ar.d adequate consideration therefor? (Answer yes or no) No
(2) Did rtecedent, within two years of death, transfer property from himself to himself and another or
(,t hers (includi ng a spouse) in j oint ownership? (Answer yes 0 I' no) No
(3) If the answer to (1) or (2) above is in the aff'irmatj-ve state:
(a) Age of decedent at time of transfer NLA
(b) State of decedent's heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his 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 death?
(Answer yes or no) No
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer y'es or no) No
(b) What was the transferee's age at time of decedent's death? NI A
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjo.~ent of or the right to income from the property transferred?
(Answer yes or no) NO
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(0) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others N/A .
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) Nn
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to al tel', amend, or revoke, or which COllld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) Nn
NOTE 1: The answers to these questions should be supporterl by affidavit by the atterHUng physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Scherlules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
None
Insert this totr!l opposite "Transfers", Schedule "C" in the
"As Reported" colunm on the] ast page of this return.
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3lLasl 3~t1Iill altO cr~slantPltt
I, T. A. MILLER, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my last will and testament,
and revoke all wills which I have previously made.
I I give and devise my farm with the improvements
thereon erected, situated in North Middleton Township, Cumberland
County, Pennsrlvania, known as Tamec Farms, unto Bethel AME Zion
Church, Shiloh Baptist Church, and West Street AME Zion Church, all
of Carlisle, Pennsylvania, as tenants in common, in fee simple, upon
the condition that the said property shall never be sold or encumbere
or become subject to the lien of unpaid real property taxes, municipa
or similar assessments, and upon violation of this condition all righ ,
title and interest of the devisees previously named shall cease and
determine, and title to said premises shall thereupon vest automatic-
ally and without action of my executor, to the Township of North
Middleton, to be used upon the following conditions upon vesting of
title in the Township:
A. That it shall be devoted forever to public
recreational use, with preference given to local horse
shows so far as practicable.
B. That it shall forever bear the name and be
known as Tamec Farms.
C. That a stone marker, similar to that erected
on the Carlisle Public Square for Jim Thorpe, be erected
and inscribed to explain for future generations the origi
of the name Tamec, an acronym composed of T.A.M. for
Dr. T. A. Miller, and E.C. for his wife, Elizabeth C.
Miller, and the year of my death.
II I direct George Ebener Realtor and my executor to
sell my residence at No. 531 North Pitt Street, Carlisle, Cumberland
County, Pennsylvania, at public or private sale as it deems best, and
the net proceeds therefrom to be held in perpetual trust by the First
United Methodist Church, Carlisle, Pennsylvania, or its successor,
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the income to be paid to said church and to be used to provide colored
covers for the church bulletins, said bulletins to bear the notation,
"This bulletin is given to the church community in memory of Dr. and
Mrs. T. A. Miller", to provide artificial flowers for the graves of
my wife and myself eight times yearly on Easter, Memorial Day,
Mother's Day, Father's Day, July 4, Labor Day, Thanksgiving and
Christmas and having our grave marker cleaned every five years. Any
remaining annual proceeds shall be spent as the church decides.
III I give, devise and bequeath my cottage at
Evangelical Camp Grove, Herndon, Northumberland County, Pennsylvania,
and its contents to Beatrice M. Claus of 6S Main Street, Vineland,
Ontario, Canada, for and during the term of her natural life, or so
long as she continues to use and enjoy the same, and upon her death,
or upon her written declaration of discontinuance of use, I give,
devise and bequeath the same to the Seibert Evangelical Congregation I
Church or its successor, for the express use of each pastor of said
church or its successor church, during the pastor's tenure at the
church. The church shall, at its own expense, provide and install a
bronze plaque in full view where the present Dr. T. A. Miller bronze
plaque is located, the new plaque to read "Donated to the Seibert
Evangelical Congregational Church by Dr. and Mrs. T. A. Miller" and
to include the dates of our death.
IV I give and bequeath my fifteen shares of stock ln
the Herndon Camp Meeting Association unto the Seibert Evangelical
Congregational Church or its successor, absolutely, but all voting
rights and privileges of said stock shall be vested in and exercised
by the pastor of said church at that time.
V I give and bequeath the sum of Two Thousand
($2,000.00) Dollars unto the Seibert Evangelical Congregational
Church, Herndon, Northumberland County, Pennsylvania, in perpetual
trust, the net income therefrom to be used for maintenance of my
cottage at Evangelical Camp Grove, Herndon, Pennsylvania, devised
by paragraph III of this will.
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VI I direct George Ebener, Realtor and my executor
to sell my properties Nos. 155 West North Street and 631 North
Factory Street~ Carlisle, Pennsylvania, and the contents thereof,
and my mountain land situated in Henry's Valley, Jackson Township,
Perry County, Pennsylvania, at either public or private sale and to
add the proceeds therefrom to my residuary estate.
VII I give and bequeath my coin collection, my India
jewelry and Indian artifacts to the Cumberland County Historical
Association absolutely and request that the same be displayed in the
Hamilton Library, North Pitt Street, Carlisle, Pennsylvania, and bear
a visible plaque stating "From Dr. T. A. Miller Estate." This plaque
shall be added to the display within six months of my demise or the
collection shall be sold at public sale and added to my residue.
VIII
I give and bequeath my motor home to Eloise
Goodhart of Walnut Bottom, Pennsylvania.
IX I give and bequeath any automobiles which I may
own at the time of my decease, together with all insurance thereon,
to Beatrice M. Claus.
X I give and bequeath the sum of One Thousand
($1,000.00) Dollars to my wife's al;1nt, Thelma Neiles, of' Carlisle,
Pennsylvania, if she shall survive me.
XI I give and bequeath the sum of One Thousand
($1,000.00) Dollars to the Carlisle Band, Carlisle, Pennsylvania.
XII I give and bequeath the sum of One Thousand
($1,000.00) Dollars to the following named individuals in the
following order:
Bryon Claus, Vineland, Canada
Brenda McKenzie, Vineland, Canada
Beatrice Claus, Vineland, Canada
Vaughn Reid, Newville, Pennsylvania
Dr. N. L. Plank, Carlisle, Pennsylvania
William Wolfe, Carlisle, Pennsylvania
Bob Dubrinski, Vine land Canada
William C. Albertson, Jr., Bloomsburg, Pennsylvania
Rev. I. Ray Berrian, Martinsburg, Pennsylvania
Rev. Cecil Brown, Stayner, Canada
Dr. C. H. Sharbaugh, Bethlehem, Pennsylvania
Sam Watson, Jr., Carlisle, Pennsylvania
Joan Shaver, Irvington, New Jersey
Glenn Lytle, C;rlisle, Pennsylvania
Rev. F. E. Remaly, Carlisle, Pennsylvania
C. Richard Stover, Carlisle, Pennsylvania
Heber Trometer, Herndon, Pennsylvania
(
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Edward Zierold, Weirton, West Virginia
Rev. C. M. Beam, Herndon Camp Grove, Herndon,
Bill Gamber, Orlando, Florida
Rev. Wayne Good, Zepher, Canada
Pauline Klucker, Duncannon, Pennsylvania
Gloria Weaver, Carlisle, Pennsylvania
James A. Miller, Fayetteville, North Carolina
Mildred Albertson, Bloomsburg, Pennsylvania.
I
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pennSYIVanil
I direct my executor to sell at either public or
private sale all real and personal property not otherwise disposed of
XIII
by this will, and to add the same to my residuary estate.
XIV I direct that my funeral shall be conducted by
G. Book Roth, Funeral Director, if living, otherwise by the Ewing
Brothers Funeral Home.
XV I give One Hundred ($100.00) Dollars to each of th
following named Shrine Temples for the Shriners Hospitals for cripple
children:
Rameses, Toronto
Zembo, Harrisburg
Mahi, Miami
XVI All the rest, residue and remainder of my estate,
I give and bequeath in equal shares per capita, to PTL Club, Charlott
North Carolina, Jerry Foldwell's Bible College, Lynchburg, Virginia,
Herndon Evangelical Camp Grove and Seibert Evangelical Church,
Pennsylvania, all ln memory of Dr. and Mrs. T. A. Miller.
XVII
I appoint Beatrice M. Claus, Vineland, Ontario,
Canada, as the Executrix of this Will.
In the event that she pre de-
ceases me, then I appoint Farmers Trust Company of Carlisle,
Pennsylvania, as Executor of this Will.
I have hereunto set my hand and seal
IN WITNESS WHEREOF,
da y 0 f "'711- .c&;~
()
1978.
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!Signed, scaled, published and ueclared
Iby T. A. Miller, testator above named,
as and for his last will and testament,
written on four sheets of paper, in our
presence, who, in his presence, at his
request, and in the presence of each
other have hereunto subscribed our names
as att~sti,nJ witnesses: 'J (/ _ ~
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REV-4513 (!l'.1'<!)"
.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELA TIONSHIP I
(State full names and addresses of all who (Kstep-children or SUR VIV ED DATE INTEREST OF
have an interest, vested, contingent or other- ilIegi tima te children DECEDENT OF BENEFICIARY
wise, in estate) are involved, set STATE YES BIRTH IN ESTATE
forth this fact.) OR NO
Beatrice M. Claus Wife Yes 6-8-19 1/2 eSTate
Box 155, Vineland, Ontario, Canada LOR-2CC
Bethel AME Zion Church - -- - - - - -- 1
Shiloh Baptist Church - -- - - - - -- ] 117 T::Jmp.C'. F::JTm
West Street AME Zion Church - -- - - - - - - ]
Carlisle PA 17013
First United Methodist Chure h--- - - - - - - /2 531 N. Pitt St.
Carlisle, PA 17013
EvanQ"elical Camn Grove - - - - -- - - - 12 rnt-t-~cre (, content
Herndon PA 17830
Seibert Evangelical Congre- - -- - - - - -- /2 Herndon Camp Mtg.
gational Church, Herndon, FA 17830 As sn. shares + 1000.
Cumbo Co. Historical Assn. - -- - -- - - - h/7 rnin rnllprt-inn F..
Carlisle PA 17013 Tnc'li~n .Tp.wplrv pTr
Eloise Goodhart Not related Yes N/A \K_..._~ Hnmp.
Walnut Bottom, PA 17266
Thelma Neiles Wife's Aunt Yes N/::J 17 n-F lonn nn
c'arlis1e, PA 17013
r.arlisle R::Jnd - -- _. -- - - I? n-F lonn nn
25 named individuals Brother & Non- YP.S N/A /7 nf lnnn.oo each
relatives
3 Shr ine Temnles for Shriner 's Hospitals - -- _. -- ./2 of 100.00 each
PTL Club - -- - -- _. -- ./4 residue
Charlotte. N.C.
Jerry Falwell's Bible ColleQe - -- - -- - -- 1/4 rp.sic'lllp.
LvnchburQ". VA
Herndon EvanQelical Camp - _.- - -- - - - ./4 residue
Sp.ihp.rt EvanQ"elical Church - _.- - -- - -- /4 residue
Herndon. PA
s
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
None
"i
... ..)I:....
.
REV-454 (4-79)
COMMONWEAL TH OF PENNSYLVANIA
BUREAU OF EXAMINATION
INHERITANCE TAX SECTION
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned b the decedent 'ointl with
another or others, including intangibles, standing in the name of the decedent and others. List real estate irst, as
entireties, or joint tenants, giving brief description, as indicated under Schedule "A," plus the date and place of
record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate
valuation colu!lln. Personal property should be listed as in Schedule "8," plus da te of acquisition, and the name,
address and relationship (if any) of co-owners to the decedent.
Description of Property, Date of Acquisition, Name Unit Percentage Es tate DEPARTMENT VALUATION
Address and Relationship of Co-Owners, and Place Value Share Valuation (OFFICIAL USE ONLY)
of Record of Instrument, where Real Estate.
8 ~ I~ ~ Value of Value of
~ ~ Entire Decedent's
~ ~ Property Interes t
None INane
Insert this total opposite uJointly Owned Property," Schedule uE" N 6-JL(J
in the "As Re orted" column on the last a e of this return. ...~f(
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REV.IlIS FO+ (ll-SO)
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Commonwealth of Pennsylvania
Department of Revenue
BUREAU OF FIELD OPERATIONS
P.O. Box 2970
Harrisburg. PA. 17105
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY
PLEASE REFER TO
Investigation Division
Beatrice M. Claus
65 Main Street
Vine1and, Ontario LOR2CO
RE: Estate of
County of
File No.
T. A. Miller
Cumberland
21-78-0314
Dear Mrs. C1aur:
You are hereby notified that the origin::!l
appraisement in the estate of T. A. Miller
has been filed in the office of the Register of Wills of Cumberland
County on August 20 , 198L. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
63,000.00
64,897.28
None
None
$12 T, 897 .28
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
August 20, 1980
Signed
P~A1"u'O./ tr/.t'Jld~f//
Ti tl e Chief Appraiser
NOTE: This is not a bill.
. ,. , .
INHERITANCE TAX SUMMARY SHEET .
REV-484 EX+ (3-80) (BUREAU USE 0Nl~Y)
File Number 21-78-0314
Estate Name MILLER, T. A.
-_.-
Date of Death 06/02/78
Socinl Security Number ~~ ----------- --. ~---- ---- "--------.-
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 foregoing
retum at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E"
Dated: August 20, 1980 P /..0'..11 / A'lA'.J(a Hd ./
INHERITANCE TAX APPRAISER
ADJUSTMENTS REMAINDE R APPRAISEMENT 1 CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) $ 63,000 00 00+ 92+
Personal Property (Schedule B) 64,897 28 10+
Joint.Held Property (Schedu)e E) None 20+
Transfers (Schedule C) None 30+
TOT AL GROSS ASSETS 127,897 28
Less Debts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or RATE FACTOR PRINCIPLE VALUE CODE
annuities. . . . . . . . . . . . . . - -
1
FOR USE OF REGISTER ONLY CODE COMPU,TATlON OF TAX
T ax on $ -. 6% $
T ax on $ 15% $
Tax on $ $
T ax on $ $
T ax on $ $
Exemptions
Total Estate
TOTAL TAX $
INTEREST FROM TO $
BALANCE $
Less Credits
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$ + $ - $ = $
+ - :;:
BALANCE $
INTEREST FROM TO $
BALANCE DUE S
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REV.457 (1-80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
., ..
INHERITANCE TAX
APPRAISEMENT
Estate of
MILLER, T. A.
File No.
21-78-0314
County
Cumberland
Date of Death
06/02/78
In the event thet any future interest in this estate is transferred in po.....ion or enjoyment to collateral heirs of the decedent after the expiration of any
estate for life or for yeers, the Commonwealth hereby expr_ly reserves the right to appraise and a..... transfer inheritance texesat the lawful collateral rate
on any such future interest.
PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY - SCHEDULE "A" 63,000.00
2. TOTAL PERSONAL PROPERTY - SCHEDULE liB" 64,897.28
3. TOTAL TRANSFERS - SCHEDULE "C" None
.
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE liE" None
TOTAL REPORTED PROPERTY 127,897.28
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY None
TOTAL GROSS ASSETS 127,897.28
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.
1/J..ILIY./O / IflrJl"d ./
APPRAISER
08/20/80
DATE