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03-0672
~g 2f Robert Miller NO. ~-05-~q~ atto known ~ To: R~t~ of Wi~ for the Dece~ed. Co~ of Cumbertand Soctz[ ~ecurtty No. t7~-01-0685 Co~onw~ of P~nnsyiv~ia The petition of thc undersign~ r~pecffuily r~r~en:s that: Your ~erkion~r(s), who is/~ 18 years oFage~qtder~ t~e ~cgi R. Bruce Billet m the !asr will oF the above d~edem, dated ~evruary ~, 2002 and codicil(s) dated Named Executrix, Kathryn Billet, died February 27, 2002. R. Bruce ~tller named contingent Executor (s:a:e reievam circnmstanc~, e.g. rcmmeiarion, ct~ of ~:or. ~c.) Dec~ndem w~ domiciled ar death in Cumberland County, Pennsyiv~ia, with k is I , CumberTa~d f~mi]~orp[incip~!~d~nc~at 1000 West Sout~ Street, Borough of Carlisle ~ounEy, gennsylvanla (l~t str~. number ~d m~p~ty) at ~%%gf~;h~Re~a~7Cent~s ~f ag~, ~ July 24, 2003 ~x morough of Carlisle, CumberlanR County, PA Excap~ ~ follows, d~cgdgnt did nor ma~, w~ not ~vorc~d ~d ~d nor haw a child bom or adopted after cxccutio~ of th~ will offer~ for probate: w~ nor th~ ~ of a ~g ~d w~ never adjudicated iacomp~:'ent: -- Decenden: at death owned prop~y ~th estimated v~u~ ~ follows: (If domiciled in Pa.) ~I p~rsonal prop~Y ~ 300,000.00 (If mot domiciled in Pa.~ P=rsonal prop~y in P=nnsyiv~a $ (If not domiciled in Pa.) P=rson~ prop=~y in Co~y ~ vmue of real estate in P~nnsylv~a ~ situated ~ follows: WHEREFORE, petitioneru) resider:fully request(s) the probate of ~e last will and codicii(s) presented herewith and the grant of letters testamentarv (teatamenra~ry; admu~trarJon c.t.a.: administration d.b.n.c.t.a. theron. ' ~--- R. Bruce Miller ~ Z ~60 Vin'~yarrt Hill _ -- __ Fairport, NY 14450 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CL~ERLASD The ~etitioner(s) above-named swear(s) or affirm{s) that the staternenta in the foregoing petition are true and correct :o .the best of the knowledge and belief o)~petitione~(, s) grid that a~ personal repre-~en- tative(s) of th e above decedent petitioner(s) will w~ell~.~d(~;~{~he estate according to law. Sworn to or affirmed and subscribed ,- before met~his lin day of Estate of Robert Miller , Deceased DECREE OF PROBATE AND GRANT OF LETTERS .aND NOW ~)L~ 13, ~2o%4 ~. in consideration of the petition on the reverse side' hereof, ~atisfacrory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 8, 2002 described therein be admitted to probate and filed of record ~ the ]~t will of Robert H~Z~er and Letters Testamentary ~ are hereby granted to R. Bruce Mil~er Probate, Letters, Etc .......... $.~O .OO David H. Stone t~39785 Short Certificates( ) .......... $~ A'I-I'ORNEY (Sup. Ct. I.D. No.) R~4uaq~o~..~r.19~. ~O~%~... ~ ~ .oO 414 Bridge St., New Cumberland, PA 17070 TOTAL S ~O~, ~ ~DR~S F~ .~& ,~:.1~ 7~OP~ (717) 774-7435 This is to certify that the information here given is correctly copied from an original certificate of death dui), filed with me as l.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~~ ~ N~kX - Local Registrar P 9 2 6 8 9 5 4 ..~:,~t~:,~ JUL 2 5 2003 No. ~ Date IH~ 2-/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH STATE ~LE .%lUMBER Robert Miller =.Male 3. 174 --01 --0685l"Jul~ 24, 2003 ' ,. 9-21-1915 k. Ca~lisle ~. S~ah Todd Memor~ Home ],~'~*"~"~ ~,~. White SU~Vl~ Lt. Colonel ,,,. U.S. ~my ,z '"~ ,,.12 '~*' "'~' I..wid0~d ,,. 1000 W~t South S~egt C~l~le, PA 17013 .... , ,~.c~ Cumberland ~ ,~.~ ~~ ea~o ~. ,,.David Mill~ I'"R°se Rachel Tanehen ~uce Mill~ ~. 60 Hill 50 ~¢~,~ ~,~~.-~.,.0 0 ~, _ I~ of ~ ,,,. PA Crematory H~r~b~ PA 17109 ~ 00 r09 LAST WILL AND TESTAMENT OF ROBERT MILLER I, Robert Miller, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similar taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property (including reimbursement under Section 2207B of the Internal Revenue Code). SECOND: It is my desire that, upon my death, that I be cremated then buried at sea. THIRD: I give all real estate owned by me at the time of my death, and all rights that I have under any related insurance policies, to my wife Kathryn Miller, if she survives me. FOURTH: I give my automobile to my youngest son, Mark Miller. All other tangible personal property is given to my wife Kathryn Miller, or if she does not survive me, to those of my children (Karen Quinn, R. Brace Miller and Mark Miller) who survive me, in substantially equal shares, to be divided among them as they shall agree, or if they cannot agree, as my Executor shall determine. FIFTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) If my wife Kathryn Miller survives me, to my wife outright. (b) If my wife does not survive me, then to those of my children who survive me and to the issue who survive me of those of my children who shall not survive me, per stirpes. (c) If my wife does not survive me and there shall be no issue of mine then living, I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. SIXTH: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary under any girls to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article EIGHTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SEVENTH: I appoint my wife Kathryn Miller to be my Executor. If my wife does not survive me, or shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint R. Bruce Miller as my Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction. EIGHTH: I grant to my Executor all powers conferred on executors under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to divide and distribute property in cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. NINTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. The terms "child" and "children", as used in this will, include not only the child and children of the person designated, but also the legally adopted child and children of such person. The term "issue" includes not only the children and other issue of the person designated, but also the legally adopted children and issue of such person. IN WITNESS WltEREOF, I, Robert Miller, sign my nan? and publish and declare this instrument as my last will and testament this ':~ day of ~-~,-t_~a,-~. . 2002. I also have affixed my signature on the bottom of each of the preceding pages h~t'eof. Robert Miller The foregoing instrument was signed, published and declared by Robert Miller, the above-named Testator, to be his last will and testament in our presence, all being present at the same time, and we, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses on the date above written. having an address at having an address at / '7,71_3 ACKNOWLEDGMENT AND AFFIDAVIT' COMMONWEALTH OF PENNSYLVANIA, COUNTY OF ~.laM6~M.t¢~'~ , ss. We, Robert Miller and G~:~Pr/_2> L c5"~,/.5' ~/h:J ~_/5_/TC__~_~2&~Ad_-g,_-~_t~_-5--51 _, the Testator and the witnesses re- spectively, ~Jhose ndmes are signed to th&attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator, Robert Miller, signed and executed said instrument as his last will and testament in the presence and heating of the witnesses, and that he had signed willingly, and that he executed it as his free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testator, in the presence and hearing of the Testator and each other, signed the will as witness, and that to the best of his or her knowledge the Testator was at the time at least eighteen years of age, of sound mind and under no constraint, duress, fraud or undue influence. Robert Miller Witness Subscribed, sworn to and acknowledged before me by the said Robert Miller, Testator, and subscribed and sworn to before me by ¢h~ above-named witnesses, this ~6"_~g. day of r do h/ereb© ~i~lthat i am on the date of this I, the undersigned office, y ce ' y , ' certificate, a person xvith the power described in Title 10 U.S.C. 1044a of the grade, branch of service, and organization stated below in the ac~ve service of the United States Armed Forces, and that by statute no seal is required on this/fi~rtificate~er,... _auth°ritY granted to me by Title 10 U.S.C. 1044a. Name of Officer and Pos~t~on SSN, Grade and Branch of Service: Command or Organization: ~st ~=~tam=nt ROBERT MILLER OFFICE OF THE POST JUDGE ADVOCATE CAFILISLE BARRACKS, PA. STONE, LAFAVER ~ SHEKLETSKI A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 414 BRID~ ~REET NEW GUbIBERLAND, PA 17070 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ROBERT MILLER Date of Death: JULY 24, 2003 Will No. 2003-00672 To the Register: I certify that notice of beneficial interest 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 September 18, 2003. Mark Miller Karen Quinn P.O. Box 646 341 Congress Avenue Shippensburg, PA 17257 Lansdowne, PA 19050 R. Bruce Miller 60 Vineyard Hill Fairport, NY 14450 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: David H~[" Stone,-'E~quire 414 Bridge Street New Cumberlan~d, PA 17070 i. Capacity: Personal Representative ,:,~ X Counsel for Personal ,-~.._ Repre sent at ire BRUCE MILLER October 16, 2003 David Stone Stone LaFaver and Shekletski 414 Bridge Street c~/-" New Cumberland, Pa 17070 Dear Dave: I have enclosed a check in the amount of $14,000.00 made out to the Register of Wills. This is intended to pay the Estate Taxes due on the estate of Robert Miller. Please let me know if you have any further questions. Sincerely, Bruce Miller Executor for the Estate of Robert Miller 60 VINEYARD HILL · FAIRPORT, NEW YORK · 14450 PHONE: 585 223 2446 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28O601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003165 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $14,000.00 ESTATE INFORMATION: SSN: 174-01-0685 FILE NUMBER: 2103-0672 DECEDENT NAME: MILLER ROBERT DATE OF PAYMENT: 1 0/23/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/24/2003 TOTAL AMOUNT PAID' $14,000.00 REMARKS: BRUCE MILLER EXECUTOR C/O DAVID H STONE ESQUIRE CHECK# 1008 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 500EX(6-00) OFFICIAL USE ONLY COMMONWEALTH OF REV-1 500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER H^RR~SBURG, PA ~7~28-060~ RESIDENT DECEDENT ~1-- 2003 0672 COUNTY CODE YEAR NU ~vlSER IDECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 'Ni£~ ]_e~ Rober~ 17~-01-0685 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) rilES RETURN MUST BE FILED IN DUPLICATE WITH TH[: 7/2~/'2003 IREGISTER OF WILLS IIF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I IB. Federal Estate Tax Return Required ~rr2 iai 6. Decedent Died Testate {Attach co~¥ o~ Willl ~ 7. Decedent Maintained a Living lrust (Attach ccpy ~f Trustl __ 8. Total Number of SMe Deposit Boxes ~. Litigatio~ Proceeds Received 1 0. Spousal PoverW Credit i0o~ el 0eath belween 12 31 9 ~ ~r,~ ] %~§) 1 1, Election to tax under Sec. ~ THIS $FCTION MUST BF COM?LFTED. ~Ul CORRI=$PONDENCF ~ND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRFCTFD TO: NAME CONIPLETE MAILING ADDRESS David H. S~one, Esquire 414 Bridge Street FIRM NAME Cf Applioable) New Cumberland, PA 17,370 ;~one LaFaver & Sheklet:ski TELEPHONE NUMBER 17-774:-7435 0 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) ~ 2 Stocks and Bonds (Schedule B) (2) 80 723 ~ ri:' I:~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3} 1:; :: 4 Mortgages & Notes Receivable (Schedule D) (4) 0 5. Cash, Bank Deposits & Miscellaneous Personal Property 2 3 2 3 4 4 '"~ (Schedule E) (5) 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested 44 102 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (ScheduLe G or L) 8. Total Gross Assets (total Lines 1-7) (8) 3 5 7 , 16 9 8,213 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2 , 9 5 2 11. Total Deductions(total Lines 9 & 10) (11; 11, 165 12. Net Value of Estate (Line 8 minus Line 11 ) (12) 3 4 6,0 0 4 I 3.Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been 0 made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 34 6 , 0 04 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0 0 0 (15) 0 Z rate, or transfers under Sec. 9116 (a)(1.2) x .0 0 . O ~- 346 004 15 570 ~: 16. Amount of Line 14 taxable at lineal rate ' x.O 45 (16) ' F- D 0 0 n 17. Amount of tine 14 taxab(e at sibling rate x.12 (17) o 0 0 ~ 18. Amount of Line 14 taxable at collateral rate x.15 (18) X ~ 15,570 I- 19. Tax Due ( t 9) < HASPXXNUMBER Decedent's Complete Address: STREET ADDRESS 1000 West SouLh S~reeL Cumber 1 and CITY STATE ZIP Carlisle PA 1701S- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 15,570 2. Credits/Payments A. Spousal Poverty Credit 0 B. Prior Payments 14, 000 C Discount 737 Total Credits(A+ B +C) (2) 14,737 3. Interest/Penalty if applicable D. Interest 0 E. Penalty 0 Total Interest/Penalty(D+ E) (3) 0 4 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 833 A. Enter the interest on the tax due. (54) 0 B. Enter the total of Line 5 + 54. This is the BALANCE DUE. (SB) 833 Make Check Payab/e to; REGISTER OF WILLS. AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... ~-~ b. retain the right to designate who shall use the property transferred or its income; ......... c. retain a reversionary interest; or ................................ d. receive the promise for life of either payments, benefits or care? ................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under pen,~lties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATUR PE lNG RETURN ADDRESS '~ 60 Vineyard Hill~ ~ Fairport, NY 14450 SIGN EOFP EROT E T REPRESENTATIVE DATE 414 B'r4~el~ St. New Cumberland, PA 17070 For dates of death on or after July 1, 1994 and before January 1, 199§. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S.§ 9910 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S, § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0,% [72 P.S. § 911 §(a)( 1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116( 1.2) [72 P.S. § 9116(a)( 1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)( 1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent whether by blood or adoption. HASPXXNUMBER REV-1503 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert Miller 21 2003 0672 All property jointl~owned with right of su~ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 13.61 Shares Edward Jones-3M Co.-13.610 shs. @ $69.675 per sh. 948 2 108 Shares Edward Jones-Affiliated Computer Services C1 A-108 shs. @ $43.98 per sh. 4 750 3 23.531 Units Edward Jones-AllianceBernstein Technology Portfolio-23.531 sh. @ $46.55 per sh. 1 095 4 36 Shares Edward Jones-Applied Matls Inc. 36 shs. @ $18.90 per sh. 680 5 997.128 Units Edward Jones-Federated Amern Leaders Fd Inc. C1 B-997.128 sh. @ $20.12 per sh. 20 062 6 1,220.912 Units Edward Jones-Federated Equity Incm Fd Inc C1 B-1,220.912 sh. @ $14.14 per sh. 17,264 7 2,631.217 Units Edward Jones-Federated Invt Set Fds Inc. Bd Fd C1 B-2,631.217 @ $8.97 per sh. 23,602 8 88.947 Shares Edward Jones-Intel Corp-88.947 shs. @ $23.97 per sh. 2,132 9 66.657 Units Edward Jones-Lord Abbett Mid Cap Value Fd C1 A-66.657 shs. @ $16.30 per sh. 1,087 Total from continuation pages 9,103 TOTAL (Also enter on line 2, Recapitulation) $ 8 0, 7 2 3 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) Schedule B (Page 2) Estate of: Robert Miller Item Value at Date No. Description of Death 10 118 Shares Edward Jones-Oracle Corp-ll8 shs. @ $11.68 per sh. 1,378 11 104.66 Shares Edward Jones-Pfizer Inc.-104.66 shs. @ $32.55 per sh. 3,407 12 70.635 Units Edward Jones-Putnam Invs Pd Inc CL A-70.635 shs. @ $9.81 per sh. 693 13 30.926 Shares Edward Jones-Royal Dutch Pete CO NY Reg Eur .56-30.926 shs. @ $45.56 per sh. 1,409 14 54.319 Shares Edward Jones-Schering Plough Corp-54.319 shs. @ $17.39 per sh. 945 15 29.076 Shares Edward Jones-Wachovia Corp 2nd New-29.076 shs. @ $43.70 per sh. 1,271 Total (Carry forward to main schedule) 9,103 REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANI( DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Robert Miller 21 2003 0672 Include the ~roceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1996 Cadillac Sedan Seville at Kelley Bluebook value 6,730 2 Edward Jones-Cash account 39 3 M&T Bank-Checking Acct. #9833774954 13,975 Interest accrued to 7/24/2003 1 4 M&T Bank-Savings Acct. #15004202207377 211,434 Interest accrued to 7/24/2003 165 TOTAL(Also enter on line 5, Recapitulation) $ 232 , 344 HASPXXNUMBER (if more space is needed, insert additional sheets of the same size) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert M±ller 21 2003 0672 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE TAXABLE VALUE NUMBEI~ DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~F APPLICABLE) 1. Glenbrook Life and Annuity Company-Annuity #G0591631, benef±c±ary is R. Bruce Miller, Trustee 44,102 100.000 0 44,102 TOTAL (Also enter on line 7, Recapitulation) $ (if more space is needed, insert additional sheets of same size.) HASPXXNUMBER REV-1511 EX + {1-97) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert Miller 21 2003 0672 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cremation Society of PA-funeral expenses 1,460 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: 2. Attorney Fees 5,000 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 304 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 AT&T-telephone services at home 35 2 Cumberland Law Journal-adv. grant of letters 75 3 Department of Veterans Affairs-return of VA benefit 1 008 Total from continuation pages 331 TOTAL (Also enter on line 9, Recapitulation) $ 8 , 2 '13 HASPXXNUMBER (If more space is needed, insert additional sheets of same size) Schedule H part 2 (Page 2) Estate of~ Robert Miller Item No. Descript±on Amount Register of Wills-Filing Inheritance Tax Return and Inventory 25 Reserve for closing expenses 200 The Patriot News Co.-advertising grant of letters 106 Total (Carry forward to main schedule) 331 REV-1512 EX t (1~97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Robert Miller 21 2003 0672 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Pharmerica-medication at Sarah Todd 18 2 Sarah Todd Memorial Home-services rendered for July 2,819 3 West Shore EMS-transportation services 115 TOTAL (Also enter on line 1 O, Recapitulation) HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert Miller 21 2003 0672 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) ( 1.2)] 1. R. Bruce Miller 60 Vineyard Hill Fairport, NY 14450 33.333333% Residue: 115,335 gon 115,335 2 Karen Quinn 341 Congress Avenue Lansdown, PA 19050 33.333333% Residue: 115,335 Daughter 115,335 Total from continuation pages 115,334 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 1 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ HASPXXNUMBER (If more space is needed, inser~ additional sheets of the same size) Schedule J part 1 (Page 2 Estate of: Robert Miller Item No. Description Relation Amount 3 Mark Miller PO Box 646 Shiippensburg, PA 17257 33.333% Residue: 115,334 Son 115,334 Total (Carry forward to main schedule) 0 LAST WILL AND TESTAMENT OF ROBERT MILLER I, Robert Miller, a resident of the Commomvealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similar taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property (including reimbursement under Section 2207B of the Internal Revenue Code). SECOND: It is my desire that, upon my death, that I be cremated then buffed at sea. THIRD: I give all real estate owned by me at the time of my death, and all fights that I have under any related insurance policies, to my wife Kathryn Miller, if she survives me. FOURTH: I give my automobile to my youngest son, Mark Miller. All other tangible personal property is given to my wife Kathryn Miller, or if she does not survive me, to those of my children (Karen Quinn, R. Bruce Miller and Mark Miller) who survive me, in substantially equal shares, to be divided among them as they shall agree, or if they cannot agree, as my Executor shall determine. FIFTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) If my wife Kathryn Miller survives me, to my wife outright. (b) If my wife does not survive me, then to those of my children who survive me and to the issue who survive me of those of my children who shall not survive me, per stirpes. (c) If my wife does not survive me and there shall be no issue of mine then living, I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. SIXTH: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary under any ~fts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article EIGHTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SEYENTH: I appoint my wife Kathryn Miller to be my Executor. If my wife does not survive me, or shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint R. Bruce Miller as my Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction. EIGHTH: I grant to my Executor all powers conferred on executors under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to divide and distribute property in cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. NINTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. The terms "child" and "children", as used in this will, include not only the child and children of the person designated, but also the legally adopted child and children of such person. The term "issue" includes not only the children and other issue of the person designated, but also the legally adopted children and issue of such person. 2 IN WITNESS WltEREOF, I, Robert Miller, sign my name, and publish and declare this instrument as my last will and testament this ~ day of 2002. I also have affixed my signature on the bottom of each of the preceding pages h~'eof. Robert Miller The foregoing instrument was signed, published and declared by Robert Miller, the above-named Testator, to be his last will and testament in our presence, all being present at the same time, and we, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses on the date above written. having an address at 7 6' .- 77a 7__ having an address at ACKNOWLEDGMENT AND AFFIDAVIT' COMMONWEALTH OF PENNSYLVANIA, COUNTY OF (-~'M6~~., ss. We, Robert Miller an.d. ~/~ct..~ L_ ~) ,~:j /~_~_ff_T/~_ __~_. _~'_~-~.,2d__'~_-,_-4_-~._-- _-~-, , the Testator and the witnesses re- spectively, whose n&2es are signed to the'attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator, Robert Miller, signed and executed said instrument as his last will and testament in the presence and hearing of the witnesses, and that he had signed willingly, and that he executed it as his free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testator, in the presence and hearing of the Testator and each other, signed the will as witness, and that to the best of his or her knowledge the Testator was at the time at least eighteen years of age, of sound mind and under no constraint, duress, fraud or undue influence. Robert Miller Testator Witness Subscribed, sworn to and acknowledged before me by the said Robert Miller, Testator, and subscribed and sworn to before me by th~ above-named witnesses, this ~ day of I Of ce ) I, the undersigned officer, do hereby certi~ that I am, on the date of this certificate, a person with the power described in Title 10 U.S.C. 1044a of the grade, branch of service, and organization stated below in the ac~ve service of the United States Armed Forces, and that by statute no seal is required on this 6,?'rtificate,~¢r authority granted to me by Title 10USC 1044a / .t .. · Name of Officer and Pos~tlon' ~' C ~n~-t~'~9~X,[~-~4~'~ SSN, Grade and Branch of Service: IL/-~3/4 L,g- Command or Organization: ~(~.~_~ .~,~, ~~-c / ~ M&TBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (302) 934-2909 F ax (302) 934-2955 November 22, 2003 Stone, LaFaver & Sheldetski Attorneys At Law 414 Bridge Street PO Box E New Cumberland, PA 17070 Re: Estate o£Robert Miller Social Security: 174-01-0685 Date oflDeath: duly 24, 2003 Dear Sir or Madam: Per your inquiry dated October 21, 2003, please be advised that at the time of death, the above-nmned decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 9833774954 Ou,nership (Names oJ) Robert Miller Bruce Miller, POA Opening Date 03/26/03 Balance on Date of Death $13,974. 76 Accrued Interest $ 1.23 Total $13, 975. 99 2. Type of Account Savings Account Account Number 15004202207377 O~vnership (Names oJ) Robert Miller Bruce Miller, POA Opening Date 03/26/03 Balance on Date of Death $211,433.65 Accrued Interest $ 164. 86 Total S21 l, 598. 51 For farther account information, closures and/or reimbursement of funds please call the Scotland Office at #717-267-7670. ~S' c~rety, ecor s Management Edward Jones Art Amundsen 21 West High Street Investment Representative Carlisle, PA 17013 (717) 258-4688 Edward Jones OCTOBER 28,2003 STONE, LaFAVER, & SHEKLETSKI 414 BRIDGE STREET NEW CUMBERLAND, PA. 17070 RE; ESTATE OF ROBERT MILLER DOD VALUES DAVID H. STONE[ ENCLOSED ARE THE DATE OF DEATH VALUES FOR ROBERT MILLER FOR JULY 24,2003. IF I CAN BE OF FURTHER ASSISTANCE, PLEASE CALL 717 258-4688. ART AMUNDSEN INVESTMENT REPRESENTATIVE ARA/ama ENCLOSURES October 28, 2003 Historical Quote for ROBERT MILLER ESTATE Symbol Description/l'ype Date Value ACS AFFILIATED COMPUTER SERVICES CL A / g~ ~' Adjusted Closing Price 07/24/2003 $43.9800 AMAT APPLIED MATLS INC COM · ~ C Adjusted Closing Price 07/24/2003 $18.9000 INTC INTEL CORP COM ~,~, ?~.~djusted Closing Price 07/24/2003 $23.9700 ORCL ORACLE CORP COM Adjusted Closing Price 07/24/2003 $11.6800 PFE PFIZER INC COM /~:'~ Adjusted Closing Price 07/24/2003 $32.5500 RD ROYAL DUTCH PETE CO NY REG EUR .56 ,~7, ?~, Adjusted Closing Price 07/24/2003 $45.5600 Page I This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty that any trades were or would have been executed at these prices on the dates given. Edward Jones October 28, 2003 Historical Quote for ROBERT MILLER ESTATE Symbol Description/Type Date Value SGP SCHERING PLOUGH CORP COM ,.y-,?,'~ ._;q i~I Adjusted Closing Price 07/24/2003 $17.3900 '/~:~/,//*/~.' ~/ WB WACHOVIA CORP 2ND NEW COM ~,~ ~.;, ~ Adjusted Closing Price 07/24/2003 $43.7000 ,~ /~/7~, /_~ MMM 3M CO COM /-~'~/'~ Adjusted Closing Price 07/24/2003 $69.6750 /4/ ~'Z/~,3¢', ~7 Page 1 This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty that any trades were or would have been executed at these prices on the dates given. EdwardJones October 28, 2003 Historical Quote for ROBERT MILLER ESTATE Symbol Description/Type Date Value ALTFX ALLIANCEBERNSTEIN TECHNOLOGY PORTFOLIO O ..,~.~, ,~,-~,~/- Adjusted NAV 07/24/2003 $46.5500 FALBX FEDERATED AMERN LEADERS FD INC CL B ~ ~./2~ Adjusted NAV 07/24/2003 $20.1200 FDBBX FEDERATED INVT SER FDS INC BD FD CL B SH ~ 4:; ~./~ 2-/7' Adjusted NAV 07/24/2003 $8.9700 LEIBX FEDERATED EQUITY INCM FD INC CL B /~,~, 9/,2, Adjusted NAV 07/24/2003 $14.1400 LAVLX LORD ABBETT MID CAP VALUE FD CL A ~,~, ~5-7' Adjusted NAV 07/24/2003 $16.3000 PINVX PUTNAM INVS FD INC CL A SHS ~'d ' ~ ~'-~Adjusted NAV 07/24/2003 $9.8100 Page 1 This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty that any trades were or would have been executed at these prices on the dates given. (~ Glenbrook Life and Annuity Company Telephone: 1-800-755-5275 PO Box 94042 Fax: 1-847-402-5313 June 23, 2003 KATHRYN MILLER 60 VINEYARD HILL FAIRPORT NY 14450-4629 CHARLES E LITTLE PNC INSURANCE SERVICES, INC 2 EAST MAIN STREET MECHANICSBURG PA 17055-3851 (717)691-4003 AIIstatee Advantage Plus Annuity Statement # GA0591631 Beginning Account Balance 03/23/03 ................................................. $ 43,355.83 Interest Earned 03/23/03 thru 06/23/03 .................................................. $ 745.72 Ending Account Balance 06/23/03 .................................................... $ 44,101.55 Current Fund Rate Value 7.00% $ 44,101.55 Ne~v effective annual rates for each fund will be determined when the current guarantee expires. If y'ou have any questions concerning your annuity please contact your representative at your financial institution. - Glenbrook Life and Annuity Company issues fixed and SEC-registered insurance products. SEC-registered insurance products are underwritten by ALFS, Ir~c. Both Glenbrook Life and ALFS are wholly owned subsidiaries of Allstate Life Insurance Company. 1 B141Q25A.N01 O~ 196 GLENBROOK LIFE ~~~.~C,~ Glenbrook Life and Annuity Company P.O. Box 94042 Palatine, Illinois 60094-4042 Telephone: 800-755-5275 Fax: 847-402-5313 June 29, 2000 ;yOur Representative Robert Miller Kathryn Miller 53 Strawberry Drive Carlisle, PA 17013 Charles E Little 2 West Pine Mount Holly Springs, PA 17065 Glenbrook Advantage Plus No. GA0591631 Thank you for choosing Glenbrook Life for this important purchase. We at Glenbrook Life are pleased to be working with Pinaco Inc, PA to provide you with quality products through the convenience of your financial institution. We are confident your Glenbrook Advantage Plus Annuity will play an important rote in complementing your retirement plan or other savings goals. Several features make it ideally suited for these purposes including: · 100% Principal Guarantee: Your annuity is backed by the strength and safety of Glenbrook Life and Annuity Company, a wholly owned subsidiary of Allstate Life Insurance Company. · Income Tax Deferral: All interest earned on your account is tax-deferred until it is withdrawn. Tax-deferral creates a substantial advantage because it allows your money to grow faster. · Attractive Interest Rates: The interest rate on your annuity are competitive and are guaranteed for 1, 3, or 5 years allowing your to diversify your investment. At the end of the first year, and each year thereafter, a new renewal interest rate will be declared. - Free Withdrawals: You can withdraw up to 10% of your account value each year without withdrawal charges. Please remember, withdrawals may result in taxable income and, prior to the owner attaining age 59 1/2, may be subject to a 10% income tax penalty. o Flexible Income Options: You can schedule withdrawals on a systematic basis at any time during your accumulation phase. Once your annuity matures, you can establish a regular income from a number of flexible payo~t options available - including a way to me. ke certain your savings last for your entire life[ime! We encourage you to carefully review the provisions in your contract to ensure that they reflect the choices you have made. If you have any questions regarding your annuity, please contact your representative at your financial institution. We at Glenbrook Life and Annuity Company value our relationship with you. We look forward to providing you with the best quality service and products. B7787V49.N01 ANNUITY DATA CERTIFICATE 'NUMBER NUMBER: .................................... GA0591631 ISSUE DATE: June 27, 2000 TYPE OF PLAN: ................................................ Non-Qualified INITIAL PURCHASE PAYMENT: AMOUNT: ..................................................... $ 36,000.00 GUARANTEED RATE: ....................................... 7.00% for 5 Years RETURN OF pREMIUM RIDER ELECTION ................................... YES The Guaranteed Rate reflects that you elected this optional benefit. MINIMUM GUARANTEED RATE: ......................................... 3.00% OWNER: i · . . ~ .................................................. Robert Miller ........... ; ................................................. Kathryn Miller ANNUITANT: ................................................... Robert Miller AGE AT ISSUE: ..................................................... 84 SEX: ' Male PAYOUT START DATE: .......................................... June 27, 2010 (The latest date annuity payments must begin.) RELATIONSHIP BENEFiCiARY TO OWNER P EHC;EN"i-/&GE R Bruce Miller Son 100% DPG95 Charles E Little/GA068248 Kelley Blue Book Used Car Values Page 1 of 2 i:~~ Find out what people are REALLY ~ lilt IRL;NILI) NE.N()LJRCL ~ ktd~.com ~ :,~Lh.'c Pennsylvania · March 31, 2004 1996 Cadillac DeVille Sedan 4D c,:,.: &,: ::.,~r.:,i See Local Listings of This Car ~- Free Lemon Check Auto Loans from 3.49% APR '.: ,,r:, t,,::.: Insurance Quote .: ~:~,_..;c.~ Payment Calculator :': ..... ;~' ~:'::: Engine: V8 4.6L No~hstar J I Trans: Automatic _: ~ :, ::o~ Drive: Front Wheel Drive Fi~ Mileage: 56,000 Equipment Air Conditioning Tilt Wheel Dual Front Air Bags Power Steering Cruise Control ABS (4-Wheel) Power Windows AM/FH Stereo Dual Power Seats Power Door Locks Cassette Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Host recent model cars owned by consumers fall into this category. Private Party Value $6,730 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. ,3 et the I ote:s:t ;:, i t,: '_, :,, [ Get: a Used Car Trade-In Value Get: Invoice & MSRP on New Cars http//www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA; 179180;PA041 & 17070;lux+p;&723 ;Cadil... 3/31/2004 Inventory~of the real and personal estate of Robert Miller deceased Estate of Robert Miller Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Edward Jones-Cash account $ 39.39 M&T Bank-Checking Acct. %9833774954 ...~? 13,974.76 Interest at Date of Death .-_,-t, 23 C~,. M&T Bank-Savings Acct. .: ~ '~ %15004202207377 Interest at Date of Death 16,4,,.86 Total Cash & Cash Equivalents ,-u $ 2 '.5,613.89 No. of L< Shares Stocks c~ 13.61 Edward Jones-3M Co.-13.610 shs. @ $69.675 per sh. $ 948.27 108 Edward Jones-Affiliated Computer Services C1 A-108 shs. @ $43.98 per ~h. 4,749.84 36 Edward Jones-Applied Matls Inc. 36 shs. @ $18.90 per ah. 680.40 88.947 Edward Jones-Intel Corp-88.947 shs. @ $23.97 per ah. 2,132.06 118 Edward Jones-Oracle Corp-ii8 shs. @ $11.68 per ah. 1,378.24 104.66 Edward Jones-Pfizer Inc.-104.66 shs. @ $32.55 per sh. 3,406.68 30.926 Edward Jones-Royal Dutch Pete CC, NY Rog Eur .56-30.926 shs. @ $45.56 per ah. 1,408.98 54.319 Edward Jones-Schering Plough Corp-54.319 shs. @ $17.39 per ah. 944.61 29.076 Edward Jones-Wachovia Corp 2nd New-29.076 shs. @ $43.70 per sh. 1,270.62 Total Stocks 16,919.70 Estate Inventory Tangible Personal Property 1996 Cadillac Sedan Seville at Kelley Bluebook value $ 6,730.00 Total Tangible Personal Property $ 6,730.00 No. of Units Mutual Funds 23.531 Edward Jones-A1 lianceBernstein Technology Portfolio-22.531 sh. @ $46.55 per sh. $ 1,095.36 997.128 Edward Jones-Federated Amern Leaders Fd Inc. C1 B-997.128 sh. @ $20.12 per sh. 20,062.21 1,220.912 Edward Jones-Federated Equity Incm Fd Inc Ct B-1,220.912 sh. @ $14.14 per sh. 17,263.69 2,631.217 Edward Jones-Federated Invt Set Fds Inc. Bd Fd C1 B-2,631.217 @ $8.97 per sh. 23,602.01 66.657 Edward Jones-Lord Abbett Mid Cap Value Fd C1 A-66.657 shs. @ $16.30 per sh. 1,086.51 70.635 Edward Jones-Putnam Invs Fd Inc CL A-70.635 shs. @ $9.81 per sh. 692.93 Total Mutual Funds 63,802.71 Total Inventory ~ c': _~ ~313,066.30 Page 2 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003820 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold ~'c~ 101 $833.00 ESTATE INFORMATION: SSN: 174-01-0685 FILE NUMBER: 2103-0672 DECEDENT NAME: MILLER ROBERT DATE OF PAYMENT: 04/14/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/24/2003 .,~ TOTAL AMOUNT PAID: ~833.00 REMARKS: CHECK# 1009 INITIALS. JA ~' SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH ~, REGISTER OF WILLS REGISTER OF WILLS COHMONNEALTH OF PENNSYLVANZA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-060! NOT/CE OF /NHERITANCE TAX APPRAISEMENT, ALLONANCE OR DTSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX REV-1647EXAFP(01-aS) ~,?' DATE 05-24-2004 ~' ESTATE OF MILLER ROBERT DATE OF DEATH 07-Iq-ZOOS FILE NUMBER 21 05-0672 'O'~i i"}~? :~,~ ', i': ::i,3 COUNTY CUMBERLAND DAVID H STONE ESQ ACN 101 STONE ETAL keount Rem/*tad I q14 BRIDGE ST I NEN CUMBERLAND PAilT070 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF MILLER ROBERT FILE NO. 21 05-0672 ACN 101 DATE 05-24-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON= ORIGINAL RETURN 1. Real Estate (Schedule A) (1) O0 NOTE: To /nsure proper 2. Stocks and Bonds (Schedule B) (2) 80~725.00 credit to your account, $. Closely Held S~ock/Par~nership Tnterest (Schedule C) ($) O0 subait the upper portion fi. Nortgages/Notes Receivable (Schedule D) (~) O0 of ~h/s form ~ith your S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ZSZI544.00 tax payment. 6. Jointly O~nad Property (Schedule F) (6) O0 7. Transfers (Schedule G) (7) 44;10~.00 8. Total Asse*s (8) 557,169.00 APPROVED DEDUCTIONS AND EXENPTZONS: 8,Z15.00 9. Funeral Expenses/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) lO. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,952.00 11. Total Deductions (11) ll.~;.O0 12. Net Value of Tax Return 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 lq. Net Value of Estate Sub~ect to Tax (1~) $46,004.00 NOTE: If an assess;ant ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amoun* of Line 1~ et Spousal rata (15) .00 X O0 = .00 16. Amount of Line 1~ taxable at Lineal/Class A rate (16) 546,004.00 X 045 = 15,570.00 17. Aaount of Line 1~ at Sibling rate (17) .00 X 12 = .00 18. Aaoun~ of Line 1~ taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Prlnclpal Tax Due (19)= 15,570.00 TAX CREDITS: PAYHENT RECEIPT D/SCOUNT AMOUNT PAID DATE NUNBER TNTEREST/PEN PATD (-) 10-25-2005 CD005165 756.84 14,000.00 INTEREST IS CHARGED THROUGH 06-08-2004 TOTAL TAX CREDIT 14,756.84 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEI 855.16 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.12 TOTAL DUE 857.28 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE KS LESS THAN $1, NO PAYNENT KS REI~UIRED. FOR CALCULATION OF ADDITIONAL INTEREST. TF TOTAL DUE 'rs REFLECTED AS A "CREDIT" (CR)., YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR INSTRUCTIONS. ) RESERVATION: Estates of decedents dying on or before December IZ, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Comeon#aalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: To RJlfi11 the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S. Section PAVNENT: Detach the top portion of this Notice and submit mith your payment to the Register of Hills printed on tho reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 2~ Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-56Z-Z030; services for taxpayers with special hearing and / or speaking needs: 1-800-~qT-30ZO (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disalloeanca of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object mithin sixty (60) days of receipt of this Notice by: --written protest to the PA Oepart~ent of Revenue, Board of Appeals, Dept. ZalOZ1, Harrisburg, PA 171Za-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZaO60i, Harrisburg, PA 171Ia-g601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1SOI) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid eithin three (3) calendar months after the dacedent's death, a five percent (SI) discount of tho tax paid is allowed. PENALTY: The leg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death) to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6X) percent par annum calcuIated at a daily rate of .O0016q. All taxes which became delinquent on and after January 1, 19az will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOX .OOOSqB' ~J~'~-X991 IIX .OOOSOX ~ 9Z .OOOZ~7 1983 16Z .000q38 199Z 9Z .0002q7 ZOOZ 6Z .O0016q 198q llZ .000301 1993-199q 7Z .O0019Z 2003 5Z .000137 1985 13Z .000356 1995-1998 9Z .O00Zq7 2004 qZ .000110 1986 IOZ .O0oZ7q 1999 7Z .00019Z 1987 ZOZ .O00Z7q ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must be calculated. COHHONNEALTH OF PENNSYLVANZA BUREAU OF ZNDZVZDUAL TAXES DEPARTMENT OF REVENUE ZNHERZTANCE TAX DZVI$ZON DEPT. ZD060! ZNHERZTANCE TAX HARRZSBURG, PA 171Z&-ODD1 STATEMENT OF ACCOUNT RE¥-1607 EX AFP (01-05) DATE 05-2q-ZOOq ESTATE OF MZLLER ROBERT DATE OF DEATH 07-2q-2005 ~ .~ZI.E NUMBER 21 05-0672 'OZi. JU,,i -7 !°i 'g~IJNTY CUMBERLAND DAVID H STONE ESQ ACN 101 STONE ETAL ~. Amoun* Rmmi**ed qlq BRZDGE ST NEW CUMBERLAND PA 17070 MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGZSTER OF WZLLS CUMBERLAND CO COURT HOUSE CARLZSLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~ax payment. CUT ALONG THZS LZNE ~'~ RETAZN LOWER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) #~ ZNHERZTANCE TAX STATEMENT OF ACCOUNT ESTATE OF MILLER ROBERT F'rLE ND. Z1 05-0671 ACN 101 DATE 05-2q-ZO0q TH/S STATEMENT TS PROV/DED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAMED ESTATE. SHONN BELON TS A SUMMARY OF THE PR/NC/PAL TAX DUE~ APPL'rCATION OF ALL PAYMENTS., THE CURRENT BALANCE., AND., ZF APPLTCABLE., A PROJECTED 'rNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-2q-200q PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 15,570.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT D~SCOUNT ¢+) DATE NUMBER ~NTEREST/PEN PAID C- AMOUNT PAID 10-25-2005 CD005165 756.8q 1~,000.00 Oq-lq-ZOOq CDO05820 .00 855.00 TOTAL TAX CRED'rT 15,569.8q BALANCE OF TAX DUE .16 ZNTEREST AN]) PEN. .00 TF PAZD AFTER TH*rS DATE., SEE REVERSE TOTAL DUE .16 S*rDE FOR CALCULAT*rON OF ADD*rTTONAL /NTEREST. I TF TOTAL DUE TS LESS THAN t;1., NO PAYMENT TS REIIU/RED. ZF TOTAL DUE *rS REFLECTED AS A 'CRED*rT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S*rDE OF TH*rS FORM FOR *rNSTRUCT*rONS. ) PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check er money order payable to= REOISTER OF NILLSj AGENT. -- If NON-RESIDENT DECEDENT make check or money order payabte to= COHHONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by compIeting an · 'AppLication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-B00-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-B00-447-3020 (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) caZendar months after the decedant's death, a five percent (52) discount of the tax paid is allowed. PENALTY= The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed~ and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of six (62) percent per annum calculated at a daily rate cf .000164. A11 taxes ehich became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BZ through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000548 1988-1991 llZ .000301 2001 92 .0002~7 1983 16Z . 000438 1992 97. . 000247 ZOOZ 67. . 00016~ 198~* llZ ,000301 1993-1994 77. .000192 2003 SZ .000137 1985 132 .000356 1995-1998 97. . 000~'47 2004 4Z .000110 1986 lOZ . 000274 1999 72 . 000192 1987 97. .000247 2000 87. .000219 --Interest is calculated as folloes: INTEREST= BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additiona! interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert Miller Date of Death: July 24, 2003 Will No. 21-03-0672 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X {b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes X No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Cour~ched to this report. Da te: /'~ -~ J O ~ D a~o n~e, ~ '~-~s qu i re 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative .~ X Counsel for Personal ~.~ Representative est\rel\millerbruce IN RE: ESTATE OF ROBERT MILLER : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF : CARLISLE, CUMBERLAND : ORPHANS' COURT DIVISION COUNTY, PENNSYLVANIA : NO. 21-03-0672 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, R. BRUCE MILLER, being one of the beneficiaries under the will of ROBERT MILLER, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of ROBERT MILLER, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said ~' estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, R. BRUCE MILLER, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~ day of ~C~f~~ , 2004. Witness ~ ' LLER STATE OF NEW YORK : : SS: COUNTY OF : On this, the ~~ day of .%}~9~e~,J}{? , 2004, before me a Notary Public, the undersigned officer, personally appeared R. BRUCE MILLER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. :~.~.- ...... ~:~:.~..~. -~.~.~.. ~.~.~ ~ ~ ~ J~S N. ~ST~ est\rel\millerMARK IN RE: ESTATE OF ROBERT MILLER : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF : CARLISLE, CUMBERLAND : ORPHANS' COURT DIVISION COUNTY, PENNSYLVANIA : NO. 21-03-0672 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, MARK MILLER, being one of the beneficiaries under the will of ROBERT MILLER, do hereby acknowl- edge that I have received all sums of money and property due me by virtue of the death of ROBERT MILLER, in full satisfaction and settle- ment of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, MARK MILLER, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~ day of 0~~ , 2004. ~/~ Witness MA~K MILLER COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF : me a Notary Public, the undersigned officer, personally appeared MARK MILLER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. Notary Public est%rel\milleRKAREN IN RE: ESTATE OF ROBERT MILLER : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF : CARLISLE, CUMBERLAND : ORPHANS' COURT DIVISION COUNTY, PENNSYLVANIA : NO. 21-03-0672 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, KAREN QUINN, being one of the beneficiaries under the will of ROBERT MILLER, do hereby acknowl- edge that I have received all sums of money and property due me by virtue of the death of ROBERT MILLER, in full satisfaction and settle- ment of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, KAREN QUINN, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the // ~itn-e s s ..... KkREN QU~N COMMONWEALTH/eF PENNSYLVANIA: SS: COUNTY OF On this, the // day of ~/' , , 2004 before me a Notary Public, the undersigned officer, personally appeared KAREN QUINN, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ///, / ? · Notary Public~ U Angela T. Garzia, NotaJy Public pper Da~oy Twp., Delaware Courtly My ~ion ~xpires Oct. 2, 2006