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HomeMy WebLinkAbout02-0404 Estate of' G-eOI,:?(7 also known as I PETITION FOR PROBATE and GRANT OF LETTERS , , EIIL/h/)J )lJtlkr No, 21 -02 - ~ To: Register of lills tr,.;- tllS' ,/ . Deceased, County of iI/J1. 'r'/I1n'tI' in the Social Security No, /,5/3 . /2 -j /;31 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of ag~older an the execut in the last will of the above decedent, dated .",1. t ,~.x0 and codicil(s) dated xIX named , 19_ (state relevant circumstances. e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in (/ h ;S last. family or principal residence at t ~, ~Il un tPennsylvania, with (list street, number and m~ncipalitY)7L. s- years of age, died ~ J , ",7 ,--AS.d } at /"t- ~ dll /..-, Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of h will offered for probate; was not the victim of a killing and was never adjudicated incompetent: -,,2 - ~ I~-,"zal..; 19 ~&;.S Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in P~Ylvania situated as follows: $ ,~.),'j~'.7//YI.!)CO.0C) -,t'U.S , $ $ $ WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. i u " v ]3 V" ..g -00 C";:: CU';:: 3~ V~ 30 :< " " iii ~1~~j ~ 1'('., r ~ J (' ;f}aAA../ ?V.i' ....?n~ / 7,; 7/) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF P,,"NSYLVANIA } S8 COUNTY OF C(//~J/;C'/'19 The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly a~ster tpe estate according to law. sworn. to or affirmed and subscribed { -;&J!')/451/ L~' ~d-L ~ before me this 22nd day of ~ AP~ 2~~ ~ /f/I'}JI.;;;'" /..<'1" ,5/J),fl; ~ ~GJ ~.~. 2C~ Ll~'~:r ~ r 1 Regler ~ I, - 58-12. No. 2/-DQl- "'D~ Estate of GEORGE EDWARD MILLER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 23, 2002 I:!IX_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated =td~ .;L'f ;;iC)<XJ des,cribed therein admit ed to probate and filed of record as the last will of )/"," I and Lett rs 7::,-;; /J1c,t!17'rV are hereby granted to &e,J//f J...--c 5/11/ if m/l",Vc(' ~hJr^' A2.h /!L/ 1L'j;4LJ})~;'4 MAR LEWl~egi;;er of Wills FEES Probate, Letters, Etc. ......... $ 40.00 12.00 Short Certificates( ).......... $ ~ el<t.r:B,.pa\1'1'~E;... $ 21.00 jcp $ 5.00- TOTAL _ $ 78.00 Filed ..... .4.,.23.-:2002. . .. . . . . .. . . . . . . . . . mailed to eXec on 4-23-02 AITORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE .~r ;:-.1 .~ .. d N r',J r'_J ,.::' J'-,.J LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER .:2 ,- 0:2. - J../O~ I, GEORGE EDWARD MILLER, now of 1014 Sherman Street, Harrisburg, Dauphin County, Pennsylvania, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Familv Background and Appointment of Execntor. (A) Family and Background Information. I am married to Frances Fanny Miller. The children of our marriage are Brenda Lee Smith. Throughout this Will, Frances Fanny Miller will be referred to as "my wife" or "my spouse" and Brenda Lee Smith (and any children born to or legally adopted by me hereafter) as "my children ". The word "issue" will include my children as well as my other descendants. (B) Appointment of Executor. I appoint as my Executor and successor Executor (all hereinafter referred to as Executor or Executors) under this Will, the following named persons or corporations to serve without bond and without being required to account to any Court: Executor: My daughter, Brenda Lee Smith. Successor Executor: My son-in-law, Thomas Walton Smith, Jr. Second Successor Executor: My grandson, Thomas George Smith. Third Successor Executor: My granddaughter, Kris Anne Barge. SECOND: Funeral and Last Illness Expenses; Taxes (A) Expenses of Funeral and Last Illness. Notwithstanding that my spouse survives me, I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated to apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Tangible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath to my spouse, Frances Fanny Miller, all tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, if my spouse survives me by sixty (60) days. Tangible personal property shall not include: (I) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. kV /~ .:? r z,<f-tJ () LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER PAGE 2 If my spouse is not living on the sixty-first(6IU) day after my death, I bequeath such tangible personal property to my children, BRENDA LEE SMITH, living at the time of my death, to be divided among them as they may select in as nearly equal shares as is practical. If my spouse and my children do not survive me, I leave such tangible personal property to the issue of my children, per stirpes. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers unsuitable for my children may be distributed or sold in the sole discretion of my Executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may, as my Executor deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, AND SUCH Letter of Instruction shall determine the distribution of such items. FOURTH: Family Home. If my spouse, FRANCES FANNY MILLER, does not survive me, I direct that any family home I may possess and own be offered for sale at its appraised value to my children, BRENDA LEE SMITH, jointly or individually. If and in the event that my children do not opt to purchase my family home, I direct that my family home be sold in the sole discretion of my Executor. Whether my family home is sold to my children or to a third party, the net proceeds therefrom shall be added to the residue of my estate. FIFTH: Residuary Gifts. (A) Ifmy spouse, FRANCES FANNY MILLER, survives me, I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies, devises or residuary bequests (and including any property over which I may have a Power of Appointment), to my spouse, FRANCES FANNY MILLER. (B) If my spouse, FRANCES FANNY MILLER, does not survive me, I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies or devises (and including any property over which I may have Power of Appointment), as follows: pct) Mm t,'7.-tf,(jfJ LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER PAGE 3 (I) I give all the rest, residue and remainder of my estate in equal share to my children, BRENDA LEE SMITH, per stirpes. If any of my children predecease me, then the predeceased child's share of the residue of my estate shall be distributed to the predeceased child's issue, per stirpes. (C) Distributions Durine Administration. Prior to final distribution of my estate, the Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts. As a consequence, the Executorship and any Trusts created under this Will may exist contemporaneously. A distribution may be made subject to any indebtedness or liability of my estate. SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SEVENTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real, personal or mixed, at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, chases in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries. (3) To retain for investment any property depositing with the Executor hereunder. DCf) /f!1;; r -tJO Dc!) LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER PAGE 4 (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security . (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, including the power to borrow at a reasonable rate of interest. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and to carry on the business thereof, to join with other owners in adopting any form of management for any business or property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority_ to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty-one(2I) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one(2l years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one(21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to payor deliver the same to the custodian of such person, to payor deliver the same to such person without the intervention of a guardian. to payor deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. k t. ~7-<f :<hJ LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER PAGE 5 (0) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or reasonable obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (G) Unless the context clearly states otherwise, when the authority and power under this Will is vested in two(2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The action of one such Executor under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. EIGHTH: R1ehts and Liabilities of Executor. No bond or other security shall be required of any Executor. This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross KO Aft,/! Z -Z-t.{-dO LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER PAGE 6 negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. NINTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. TENTH: Definitions and General Provisions. (A) Survival. Any beneficiary, including my spouse, who dies within sixty(60) days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income, which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Captious. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Appointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. ~D , $:t,ov LAST WILL AND TESTAMENT OF GEORGE EDWARD MILLER PAGE 7 IN WITNESS WHEREOF, I, GEORGE EDWARD MILLER, the TESTATOR, have to this my Last Will and Testament, ~written on ei ht 8) pages, including the Acknowledgment and Affidavit, set my hand and seal this ";.-l/ day of , 2000. /~ /k~ j#~ GEORGE ED 1<\.RD MILLER, TESTATOR Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testator, and in the presence of each other. Each of us further declares that he or she believes the Testator to be of sound mind and memory. The preceding instrument consists of this and seven (7) other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. V.lith {. 1J1v lit-: ;/2;,~r(/V1 (.. '(A~ f(-:) (prin name) WItness residing at '19'7 /d.M.;fr:r c Lb /2.L,eccI ('<z~ Ih/( t (JA /7011 t:vtNCE S. t?;fl!iJ ~ (print name) Witness fJ2 ~C'1t' residing at )OJc,L :511€~4/l1 Y /~~,e:e:L5. gc_;,X,r.;j rf:1 /'1'// z- R/J/'J.e//f> R.. ;S,J.Ar,,;b..u--- (print name) Witness residing at 1tD'I Px~vf'flr lJjJIJ('(J/?/JtYl, PA'/7D;;O yep k 'Z, "2-of.-l\O ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF U0-<jJJvYl SS: The Testator and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being fIrst duly sworn and qualifIed according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testator signed and executed the instrument as his Last Will in the presence of the witnesses; that he signed it willingly or willingly directed another to sign it for him; that he executed it as his free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testator sign and execute the instrument as his Last Will; that each subscribing witness in the hearing and sight of the Testator signed the will as witnesses; and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. .~:j-f ~ /1tJdA ~ c;j;2 Witness ~ ~ ~~;;t~/~1IvJ ~~~/~ ltness Sworn to or affirmed, subscribed to, and acknowledged, before me by the above-named Testator and witnesses, this .:2 $'TfI day of ~adl:r ,2000. /1 ~ ..- '''-.7 ~d~4;~~ Notary Public My Commission Expires: Notari81 Seal RacheU. R. Sch18lbor, Notary Public Susquehanna Twp.. Dauphin County My Commission Expires Mar. 5. 2001 Member, Pennsylvania ASSOCiation of Notaries IllllS,IlOS REV'J/H(, This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records OHi.cc fol' permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. 1"",,,""Hi;;~~,..,., ,',','~~\.,~ OF p(j;--____ ,,~\./ ~:t.r." l'~ ,"', ~~ 'ii€.~v:.:. ..!If' ~\ S~i "",.. I~i ~ QI ~ -~ ''-'. ...,.'L., I.:t:.;::; \ '" _ , ~,~_/ ;::; '::. * ,~-, ,'. :; *;::; "4.~ . . d.,d ~<;C: , ,/~\' ",_ '1-9r,. -j<~\.~,"'" -:....i,'i/"EN1\l:'IJltJ1,1 "~~~HIHIIIJJII APR 1 8 ZOOZ fee for this certificate, $2.00 P 8205751 Date ~,143A"v, 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECOROS CERTIFICATE OF DEATH 76 Y.... COlIliT'l'OfOERH UNOER1 ONf HOur8 1, Min"'.. .. CITY, 9ORO. TWP OF OEATH '" ,. Ma./'~ STATE F'L.E NVr.oBEA SOCIAL SEC\JRIl'Y Nu...afR NAME OF DECEOENT (FltSl, ...i<l(lfe.l....J .. G~OJ< ~ E _ M~UVt AGE (last Bjrtt><l8y) VNOE!R 1 YEAA ...... o.~ ,. 183 - 12 1634 "JC(1( OATEOFBlRTH !MO"'I>_Day''-'''1 llIATHPlACCIC,i'j.-::l Slal80r Fo'eogn Counl'Y) Pu..ci. OF OE.o.TH \C~ec~ Dl'l'y one __ .... .n""""ho,,' on <>Il>al _I HOSPITAL' III4HII ERJ~_O ~O ~lO ... Cumbvtf.and ..EMt P~nn.6bolto I(IND OF BUSINESS/INDUSTRY RACE -Am.."'... In<lian,~, Wh~a,..~ ,-,,, OECEOENT'S USUAL OCCU~ l~.~~~~~a~,~:f 11. Adm.ll't.lA.uct-Uve l1b, Fe-dual. OEce~NT'S MAIlINGAOORESS (SlI.... CIlyITown, SIaIe.l"'Pcoo.l ClE:CEOENT'S 4833 EMt TJt~nd./'~ Road ~'t""" Me.c.han.{e..6buJtg, PA 17055 ~ot::'::f" ". Whd~ .. OECEOENT'SEOIJCATlON ""I 1>1 ~om eel fl........lIoryl~'ry College 10-12) 12 (1401'51-1 ... t7c,DYM,~lw.dln MARITAL STATUS. Ma/'ied N_MarrifCl,Wldowed. OMm:ed(S~\ w~dowed SURVlVlNGSPOlJSE 11l_,g""'maoCl...._1 ". t7..Stala PA amp en - ". 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",l>i~1> OIIusad l/l8 ....11>, [Ia nol"nll' 11M moClIoldying, tuc:I>UC.,<li.Co< 'a~i'alory ."all. $1\t)Cll o'I>II8011eil~.. LltIonlyoneOllUtllln.ac:/lij".. 3b, 230. Wl\S CASE REFERREO fO MEDICAL EXAMINERlCOR()t{ER? ...1j/I'"f)1W ...0 .. C.:~.f (. 'a 0\,1.. V...\cLt..- C..U. .}.....J OIJEfO(C)flASACQNSEQUENCE OF)' ... I Appta.ilTIlua 1=-"= , i PARTJI: OIII..sigtlil\canlCOfl<lilionaconlfibul,""lOdII'lh,bUl not..ltIl11nglf1lhellRdll~_Q......inPAATI L .Que fO (OIl AS A CONSEOUENCE QFl: f;.lID ~ L Oqt^H CUETO(OOASACQNSEOUENCE OF)' WERE AUlQPSY FINOINGS MANNeR OF OEATH ~\UaLE P-RIORTO ~ COMPlETION OF CAUSE 0 "'OEMH' N.turlll Hcmlcidll Ac~iMnI 0 P&n<linglnVlllligaliotl 0 ...I!I ... 0 ... Li s..icidol 0 CouldnolW<I.l.rm,ne<l 0 OATEOFIKJI.lf\'t (Mon-m,DaY,'ltoa,J lIME OF INJURY INJURY J{f WORK? OESCRlse HOW INJURY OCCURRED. Yd 0 NoD .. o ATION(SJ'....,CllylTo""',SWeJ 2". 2"', Cl:RTIFtEAIC/lackoniY""al 'CERTIFYIHQ PMYSICIAH ~PhysIC_ car~ly"'g (:;Iv'" of deai/l ",hen ar>olh... p.wS/C.an has P'onounc..o <le.ln ano complelooClltem 231 To Ihe ~ DIm, kPowledg., dUll! DC,,,....ed d~.", 11>11 ~'''.a{'land m.nnar u 'Ialed. . ... PLACE Of' IN.JUFlY-AI hom., l.,m, ""'.1. laClory. Dllil:1 bu-ildlnQ.t1C,ISpsr;.lvl .... 'PAONOUHCIHG ANO CERTlfYINQ P1tYSICIAN {PhVSIC"'-" l><M .,,,",,'..nc.ng dealh an<l cer1.IY'n'il to ca..... of aealhl 10 Ihl ~ DIm, kroowladg.., <I..IhOCcu.....,.1 ll!a tlma. 01'1',."" p1a"l, and du.1O 11>..,.....(a) a"" mann.'a. Ilal"" o 'MEOICAL EXAMINERICQflONER ~:~~:~::~l::;:~,I~~I,I~~...~~:~~~~I~~~I.i~~: i,n. ~.y. ~~l.n.i~~: ~~:~~ ~~~~~~~:~ ~~~ ~'~~',~~t:: :~~,~J:~:: :~~.~~~ ~~ ~~~ ~:U~~~)...~ 0 31.. f&M> ,1.\\ b<11/r:>t/ll " /F .;l?JO 2- ~ ':.\ ;J~i ~ ?:.'. -;C) <;3, -a I,::..... ,~,::-;; r"':" ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NameofDecedent: Ci eo l'r~ ~d (J)A~ Date of Death: if -IIR - ~tJO d.. kYlUf-e(' Will No. ~(')~ - 1')(') i/(Jt.f Admin. No. fl/l-;zIt! - ,;2j-tJ;2. -eJrrtJ7" To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the OrQhans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on s- ;J.. 3 - ,;1.fJO ^ : Name Address grfllllh . L S;;;fI) ~/ i j{yJKA:) flu-t /I/C. I~ 170)cJ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Y - '1- ;;;, CJ() ~ /Lt-;L~ Signature Name -;8~ ;lJ;ai Ilo-e ??L . L Address del I :;J.- /f...bJt J );// J.lJ- &J, 17t9 )0 Telephone ( 1/7 - 77'1- 7.3-5-3 Capacity: X Personal Representative _Counsel for personal representative REV-1501' EX I&-OO~ ~ ~:$(I) "",>< w"" ",00 Ofm .. " ..-' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY 51 9- "LQ{__ NUMBER II INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER !' L - C2. ~ ~CODE YEAR ..... Z W C W o W C SOCIAL SECURITY NUMBER ?3 - /2 1(,3 ~ ~oa 3/ (IF PPLlCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) ;2.5..... THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER ~. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Altach copy of Will) o 9. litigation Proceeds Received o 2. Supplemental Return o 4a. Future interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a living Trust (AltachcopyoITrust) o 10. Spousal Poverty Credit (date of death betweeIl12-31.91 and 1-1.95) o 3. Remainder Return (date o/death pl'iQflo 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) {AttachSchO} .... Z W C Z o .. '" W '" '" o " FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS .;2.(91 -3- J(~n/cJ /Ii/e. jtkw CVmbr:rll1lV~ Pc<- j "7cJ7o TELEPHONE NUMBER 1. Real Estate (Schedule A) (1) YI!; ;1 2. Stocks and Bonds (Schedule B) (2) ~t 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) - Z 0 6. Jointly Owned Property (Schedule F) (6) fil/Il ~ o Separate Billing Requested :J 1. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) /II11t ..... (Schedule G or L) , a:: 8. Total Gross Assets (total Unes 1-7) <C 0 9. Funeral Ex.penses & Administrative Costs (Schedule H) (9) 1,::>/6-0 I w Q: 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) !f(f 35": '1 ~ 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) OFFICIAL USE ONLY (8) /1/, 3 J..'l,,23 . , (11) '~445, qt..{ (12) . gCJ'J,~1 (13) l\1 / f~ (14) J... '&'3'31~"f , 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (5<:hedule J) 14. Net Value Subject to Tax (line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' :J 11. :!: o o ~ 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) Ifx .o~ (16) :J) '3''8"' 3, ?..<t x .12 (17) x .15 (18) ~ $' 13o.eD (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Line 14 taxable at co1l8teral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,~ij>Ei~W\.TI:t;",,!\,"::;::i;,':; . ro " : <t ~ '" < ! co c~ ~ .. 0 <t CO , '<J I ~ " >' ~ ~ < I"'J (l- e-. " '" - ~ - ~ ~. CO I " "li i_ 0-- '" r- i~ <:> <;> 0 i~ wi .~ ~~ ",e Ii ~~ ~ff Q ..E ~: ,,~ .~ ~i ~" <~ ~l i~ . n ~" 1\ \ a::: g' !& w --' .J ;a: .J ';$ .... ~~ l: << 00 5:i .,.. :z uJ ~~ ~3 ; ,.... w U co :J: .J W v~ - u.. , ~ ; ~ <t <!: ~. '" <t '" :.t: 0 A :z W ~ is r- W u.. Q" U a::: ~i I'i Ul A Q ~ -, A :>< ;:l Ul '" '" - z~ S S \{\ 0 2 0 00 I I x ~ ~ ~ ...." IT' IT' IT' IT' " 1;;2 " " g 0 -<" '] IT' ~ ."Z " III '" " " CO 0 0 ~ C Ill", " " III Cc I ~ '" g~ 0 ....0 .... "" Uii>> \,' \t . . 0 ~., " , <5 -<;: Z 0'" " ~ r " \ " , , " '" ,. , g " 0 2 ~ " ;;; '" " \ 0 '" - 'l . jj '" ;: ~ ~ C S -' '" III '" ~ I I '" ~ '" 2 '" " .... .... " if> if> if> I' , !; '" '" '" " =g,O 0 <5 <5 z " z z ~ :.g m ~ '" " '" ... C c" C C " =m " " m ,0 . m m ~... ~ 3- ~o .z '<>'" \>.0 ~m 0;; -m ~o ~ . ~ to" w- 0'" "r ;\..;: ~" ;~ 0 ~(h ~c ~'5' ~m il~ 0_ ag ,,'" ~. ~3 rC a.~ ~" " III _0 m"- ",; 00 _0 :::~ 0'" -0 "" ~~ 00 O~ <>" "0 n l"o "-- -" ~~ ~" ",,- a" -, ...~ ,0 ii'" c... st'! Qg " " <:f ~g. "" ~~ j,l" C-< 00 ~m -0 "0 -~ ....< "" <3, 50 0< :;;~ 0_ !!.~ zm am z JD~ $10 ,,0 IT'm ,,~ g.g 0... 9=0 ,< go <>0 Ill. ~- 0'" o~ " C ~. ;,: ~~ ~" " ",0 ",0 .' 00 !"3 " z'2- ~ ... x ,,!!. ~ ... ~" !? I o~ -< m " \2 ~~ ~o ~ , ~ 'P~ . ,,~ g Gl ." g m ~o <> ",,,- " ~-' a 00 '" ",' 3 0 ~ C - 5' m " 0- "\ .' 3 IT' 0- . l" 3 -. '" 0 ., , \5 0 ,; 0 I , " .. " " ;- '" " 0 . z. 0 " 0 => ." j,l , m ,; s. " 0 ~ g ~ => 05 ;: S 5' " 'l !!. " " " 5' ~ ;; '" 5' Gl g. m " 0- m ~ 0 0 " l" \- , 'EV'OOO"'''.",. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF, G-e.o"1e~ C mi ller Include the proceeds alliligation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY /- O~ -c9~ FILE NUMBER )... VALUE AT DATE OF DEATH ,)." J><:>(). <:90 ITEM NUMBER 1. .5J7,;,. "0 3. c~hotV e, "3. a>cJ 11, PS l:c. U Cr.e.J.iT lhJtclIV Pllle,e. rt b'1 ' :Pu- - I' I It> - ^ <f'''!D SA-VI}'\I"iS AL-C.-O<J,v-\" Jg'3i~I("34 01\+'"'-. Cl F De ~tk GeLla rJ<--'t' I..: (!)D 3. 1,,5' !) tJ.( -c H\ e -t~ r- ~ Lucc,,y (Awtp k>-ts 1'l\efHOI~iQ.1 9ArJer1JS :1-. 9 ~ . .:P?" TOTAL (Also enter on line 5, Recapitulation) / 'f.3 ~Cf, .A3 - (If more space is nee<led, insert additional sheets of the same size) PSE(~ the financial link TM October I, 2002 Brenda Smith 201 Y, Reno Ave. New Cumberland, P A 17070 Dear Mrs. Smith: Per our conversation today, I am \^iTiting you to follow up on Mr. George Miller's account. This account was joint with yourself, Brenda Smith. This account has been cl osed. If you have any questions, please contact me at (7 I 7) 234-8484 or (800) 237-7328 enter "6" then extension 3120. ~~ ana Willard Account Advisor PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013. (717) 777-2100 (TDO) . (BOO) 472-1967 (TOO) Web Address: www.psecu.com Savings federally insured up to $100,000 by the National Credit Union Administration. " PSE(~ , the financial link TM May 15,2002 Brenda Smith 201 y, Reno Ave. New Cumberland, PA 17070 RE: George Miller SS # 183121634 Dear Ms. Smith: Per our conversation today, the following are the Date of Death balances for George Miller's Account. Savings (SI) Checking (S4) Date of Death Balance as of 4/16/2002 $12,007.30 $ 0.00 Account Account Date of Death Balance $5910.19 $3506.44 Personal Loan (Ll) Visa (L9) If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, then press 6, extension 3120. incerely, \Y~~ ana Willard Account Advisor PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOD) Web Address: www.psecu.com Savings federally insured up to $100,000 by the National Credit Union Administration. REV-1511 EX+ (12-99) _ .' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS fl../- t9~ -~C FILE NUMBER ESTATE OF/? l.i.e& rxr e..- f, WI; lI~r Debts of decedent must be reported on Schedule l. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ 1-.1~ ;}...t:(~. :13 1. 13.""",<4 ~ '=f.J . - pAstor- loC).e-o 6-0.00 VoCe<... i i:S t - L.O W Niry C)L1"€~ Food) l../':J-S: (At G~.,;t'{M -~'j ~~. CJO f05t,~-c. S~'''fS ".00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Represenlative(s) !.J/'('TIK& L. 5~/M .$ !kJ(I.oo Social Security Number(s)/EIN Number of Personal Representative(s) / G:: 7'- '-/'1-33$'0 Street.Address ~/.i IleC"lJtlt'. State A Zip /JtJ7 I) CityjVeuJ Li/mOermAl Year(s) Commission Paid: ;2oCJ 2- 2. Attorney Fees IV//:j 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ lip Relationship of Claimant to Decedent 4. Probate Fees RC<jidc)'\ e'F Wills '1 '8.0 5. Accountant's Fees 6. Tax Return Preparer's Fees tvi/J. 7. E.5-f1f t-i: - lZIe.vsllI'j'-M SO.C!J TOTAL (Also enter on line 9, Recapitulation) $ I!r/(J, tJ / o cJ (If more space is needed, insert additional sheets of the same size) THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587. Approved May 16,1929 Commonwea~h of Pennsylvania. County of Dauphin} ss Frank J. Epler being duly sworn according to law, deposes and says: That he is the Confroller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 fo 81B Market Street, in the City of Harrisburg, Counfy of Dauphin, Stafe of Pennsylvania, owner and publisher of The Patriot-News and~ Sundav Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September lBth, 1949, respectively. and all have been continuously published ever since; Thai the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily andlor Sundayl Metro editions which appeared on the 1st, 8th and 15th day(s) of October 2002. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are frue; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY LettersotTes.~~/Actri..lnJ~t'tatlon on the Estahl.ot l3eOi'ge E. Mlllerlat&ot th~ CIIY of the SroulilhiCt:tY of. Med)anJesbura I Cumberla~d. County, PennSVlvanla;,' de: ; co, ......,h, avll)1l beltn grantedto.the Under. 5 SIne a 'persons Indebted to IGkfeltate(:n (el:luested to R1a~,Jmm.cff~ paymehtcind fhOse:hclvlng,clalm, wUl pres8m' ihemtoT set~ tlementfo;,c,"-' "-,, -- ' . 8i'enda I.. Smith EXKutrtx : ._MIt ltenOA"fthUtt _ _" New CumberlClf'd.ltA 17070 Notarial Seal -rerry L. Russell, Notary.Public City Of Harrisburg. Dauphin County My COmmission EXpires June 6, 2006 . Member, Pennsylvania Association Of Notanes BRENDA L. SMITH 201-1/2 RENO AVENUE NEW CUMBERLAND, PA 17070 NOT RY PUBLIC My commission expires June 6, 2006 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ Probating same Notary Fee(s) $ Total $ 77.8B 1.75 79.63 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriof-News and The Sunday Patriot-News, newspapers of general circulation. hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By.................................................................... REV-1512EX+11_91l. . . . . ..,f COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS fillOev- ESTATE OF & E 1"'l9l^iL . Include unreimbursed medical expenses. ITEM NUMBER 1. Yer:fo/v.;J DESCRIPTION PSECU fk_ IVO- I I. 3 Ps E c. () A.:::lIVC" l"li 3a/ /..3 L( J...onfIJ - Vl')!t 1"\x(l.n.4, $OLlth (Yl-c:rl( m e,( CeNtI-Q,L Pc\. rM<.r We.~t Shul''L ilLS C-elutC'r - 1- e>;I..-b (,(/ FILE NUMBER TDTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT ~ q I C. I '1 3 ~-()G:" i.N 12...<90 3.<). 00 1fD. 30 YP.. m Account 0183121634 MILLER,GEORGE E 12311925 183-12-1634 Loan 0'" .' ~. Date: 01/07/03 ID Eff Date Trn Balance Chg Int/Pnlty Fees New Balance Description/Pmt 09 09/12/02 LC 09 09/12/02 PX 09 08/05/02 LC 09 08/05/02 PX 09 07/02/02 LC 09 07/02/02 PX 09 06/06/02 PX From MILLER,ESTATE 3,342.76- 27.62 From MILLER,ESTATE 40.08- 27.92 From MILLER,ESTATE 40.64- 28.36 71.00- 0.00 OF 8607475814 0.00 OF 8607475814 0.00 OF 8607475814 0.00 0.00 Share 04 0.00 Share 04 3,342.76 Share 04 3,382.84 3,423.48 3,370.38 68.00 69.00 71.00 From Share 01 70.00 From Share 01 71.00 From Share 01 ~~-~~~~::~~~~~:_~~~~=~~=~-~~=~~~-~=~==~~~-----__p~~tt-Ll~-~-~----------- 09 06/06/02 PX 11.96- 58.04 0.00 3,494.48 09 04/17/02 PX 42.00- 29.00 0.00 3,506.44 Account 0183121634 MILLER,GEORGE E 12311925 183-12-1634 Lnan OJ" Date: 01/07/03 ID Eff Date Trn Balance Chg Int/Pnlty Fees New Balance Description/pmt 01 09/12/02 LC 01 09/12/02 PX 01 08/05/02 LC 01 08/05/02 PX 01 07/02/02 LC 01 07/02/02 PX 01 06/06/02 PX From MILLER,ESTATE 5,732.20- 76.98 From MILLER,ESTATE 50.51- 69.49 From MILLER,ESTATE 66.25- 53.75 61. 23- 178.77 OF 8607475814 0.00 OF 8607475814 0.00 OF 8607475814 0.00 0.00 Share 04 0.00 Share 04 5,732.20 Share 04 5,782.71 5,848.96 5,809.18 120.00 120.00 240.00 From Share 01 01 04/16/02 AX 69.99 0.00 0.00 5,910.19 To Share o~ ~~_~~:~:~~~~~~:_~~~~=~~=~_~~=~~~_~=~==~~~_________~~~_~_____J-f REV-'5',3 ~X+ 19-00* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF G -eO I"a .e I NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 91161a) 1',2)J B\--eW&A L. Sl\1itl\ .9-0 I -5- Ke N,' A IJe New Cihnb-erIAt<k~ POL 1/070 AI-o ^- ~ FILE NUMBER f vlk 1/", V"' NUMBER J RELATIONSHIP TO DECEDENT Do Not List Truslee(s) AMOUNT OR SHARE OF ESTATE " JAV!j hte.1" I (Joc'70 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET " NON-TAXABLE DISTRIBUTIONS, A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ,. B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTA~ OF PART JI- ENTER TOTAL NON-TAXABLE'DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE: BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SMITH BRENDA LEE 201 1/2 RENO AVE NEW CUMBERLAND, PA 17070 nn____ fOld ESTATE INFORMATION: SSN: 1 B3-12-1634 FILE NUMBER: 2102-0404 DECEDENT NAME: MILLER GEORGE EDWARD DATE OF PAYMENT: 01/14/2003 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 04/16/2002 NO. CD 002040 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $130.00 I I I I I I I I TOTAL AMOUNT PAID: $130.00 REMARKS: SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS ~ '.CERTIFICATION OF NOTICE UNDER RULE S.6(a) Name of Decedent: Gt'.t'l1"1f2 ~jlwp,.rJ... WYi II-efl' Date of Death:~-II.. Z-&J 2.- Will No. ~~'Y'.~!( '\II Adm. No. PI! IV" - ;1.1-r!)').'- e>':!oL{ To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on !:,-::;)3 .),00 +- Name .J3\"-e~fl L. Smitl) Address ;;!,@/ ~ R-etJe! Av~ yv, c eCL i'rc!J,(] Notice has now been given to all persons entitled thereto under Rule 5.6a) except: Date: 'j-t.( - d..00 d-- . ~AA _f ~.JJ.. (Signature) Name:011p/Hk ;! S~ Address: dork ~ tl>--L j'Uh.J _ Po 17(JIO Telephone ( ) tI1-71l.{-73S--" Capacity: >L Personal Representative Counsel for Personal Representati ve . CERTIFICATION OF NOTICE UNDER RULE S.6(a) Name of Decedent: Gt'.t'll",-e ~Jlwr.rJ... Y'Y\i 1 (-ffl' Date of Death:~-II.. 2.tM 2- Will No. ~~- (!)o'-{o4..{ Adm. No. PI! IV" - ;1.1-r!)').'- e>':!oL{ To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on !:,-:: ;;3.), 00 +- Name _[3\"-e~fl L. Smit~ Address '?'@l ~ R-etJO Av~ (\J, c.. f'CL 1'rc!JIO Notice has now been given to all persons entitled thereto under Rule 5.6a) except: Date: j-t( - d..00 d-- . '~A -f~.JJ.. (Signature) Name:'-$PMk '1 S~ Address: ;)o(-k R PM) [+l>--L \'\Jh.J ~! Po.. '7n 10 Telephone ( ) t ll- 711.( - 7305--" Capacity: >L Personal Representative Counsel for Personal Representative /FJ-$.?-/;v ~ BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX OIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSMENT OF TAX BRENDA L SMITH 201 1/2 REND AVE NEW CUMBERLAND DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-17-2003 MILLER 04-16-2002 21 02-0404 CUMBERLAND 101 *' REY-l~47 EX AFP <Ol-U) GEORGE E Allount R...itted PA 17070 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is47-iif-"FP--roFo3Y-NOYICi-.OF-YNHERYTANCE-YAX-APPRAIsiifENi"~--"LrOWANCE-cfR----._----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MILLER GEORGE E FILE NO. 21 02-0404 ACN 101 DATE 03-17-2003 TAX RETURN WAS: (X) ACCEPTEO AS FILEO ) CHANGEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. St.ocks and Bonds (SchMlul. Bl 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned ProPerty (Schedule F) 7. Transfers (Schedule G) S. Total Assets (1) 12) (3) 14) (5) (6) (7) .00 .00 .00 .00 14.329.23 .00 .00 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trus~s {Schedule J) 14. Net Value of Estete Subject to Tax (9) (10) 1,510.01 9.935.93 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pay.ent. 14,329.23 11 441) 94 2,883.29 .00 2,883.29 14. lS and/or 16. 17. 18 and 19 will returns assessed to date. NOTE: I~ an assessment was issued previouslY. lines re~lect ~igures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rat. (17) IS. Amount of Line 14 taxable at Collateral/Class B rate (lS) 19. Principal Tax Due .00 X 00 = 2,883.29 X 045 = .00 X 12 = .00 X 15 = (19)= .00 130.00 .00 .00 130.00 TAX CR~DITS: ('J AMOUNT PAID DATE NUMBER INTEREST/PEN PAlO 1-) 01-14-2003 CD002040 .00 130.00 TOTAL TAX CREDIT 130.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAlO AFTER DATE INOICATEO, SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. I IF TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIREO. IF TOTAL OUE IS REflECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUNO. SEE REVERSE SlOE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 (/J/ . elK Name of Decedent: ~f\'jG i::eIt.lJ/l-roL Date of Death: ~/ /t;/ ;2~~.:2. Will No.: .ACJ02 -OOl/"CJe( !J'lt/leJ" fll -ft)O - ,;)../-0:2. _0"101'" Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the ,Personal representative file a final account with the Court? Yes (,( No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk ofthe. Orphans' Court . and may be attached to this report. . J (- .. Date:3~11-"c( ~bA.L -' 6~LI1 19nature Jlr-ed/f L. "k,- 14' Name :?tJ I P- R eft"") n /lv'-L . Afl;~~ ~. 5P~:'1i7cJliJ ,,/ . 7/7-77't':" 731f3 Telephone No. . ~ 0-, Capacity: Q Personal Representative .c; o Counsel for personal representativ~: N w Cumberland County - Register Of Wills Hanover and High Street carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/22/2004 SMITH BRENDA LEE 201 1/2 RENO AVE NEW CUMBERLAND, PA 17070 RE: Estate of M EDWARD File Numbe : Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/16/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, IilJ~Jt/U~~~r GLENDA FARNER STRA~AUGH REGISTER OF WILLS ~ cc: File Counsel Judge N v.> ~_._.~",,_ ""__.~m__...__,,,m.~~. }~~ , .... . 'V~ . ~ ~.:;:t (' ~ ~ - ~r C> x o ~ d c: fJ) l:l:I C1 u1 C1 ru - - C1 - .Jl - '" :.......;, C1 - C1 - --.:. C1 - C1 -:::. ... - .Jl - -.l =::;---- ~ ... U' -- -- ru '" U' C1 \g\ ~ ~ = I, '" ,. _ ",.)>'U oS\!1..:::IO _ ,. _ "')> ~ _ - 0 _ \ %,x<' %g!}1!,;::' ..... 1\)"";::' _l!?J:;0"ll o 1 ~Om '1\-0",~r- Z. a."'Z ..3",'Om ~. _.lil-l -.."".-1 S' "'1&;::' _~a.,.,m 5~\ ~g~ ~\%:~% I~ W.30 s. ti-.::n , 6'"*'0 g.~~!W. :::r ""'I. a. -. ro '"3 ,... _. _j!>. ""<i~.~.' ::IS ~-% lll%"''; o ~S a3"~ Z 0'" \!\. 3 ft\ o' )> '" ~ i\\ " W. "' . )> ~ %~:;\ 'v Oc:(\) OC:Q.(\) ~~%~ ~ :a..+ m' :'" (J) ':7 ':3 _\1)- i~i!l 0.-3> (\)0-1 ~~'JJ 0. -. )> .... (Q -I ....::rm ~s-m o (\) Z .. ::I(\)< ,<,::1m'" _<r-r ::r9tO ~ (\) 0 '"tl (') ." ~ tn rn t;: r -IE- ~ 'JJCIl ';!l ~; m~ ~ '"tl:>l:' ';JJ 5'e., rn :1= p -io s:.~ \1)0 =0 ~~ \a.~ ~o (\)::1 .0. (\) ::I o (\) ~ Q. ~ - I ~ ~ I -.t:.. 0- ~. -- .....j '0 ~ ".. f~t ~r~t c><) ~. -1 @ EP14F FEBRUARY 2002 USPS All- RIGHTS RESEflI/ED