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HomeMy WebLinkAbout12-24-081505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 9 71 ENTER DECEDENT INFORMATION BELOW 09 04 2008 06 13 1935 Decedent's Last Name Suffix Decedent's First Name MI MILLER JOAN E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X 1. Original Return I] 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate r- 4a. Future Interest Compromise t- -' (date of death aver 12-12.82) ~~ 5. Federal Estate Tax Return Required g Decedent Died Testate "- 1 ~ Decedent Maintained a Living Trust Q 8. Total Number Of Safe De osit Boxes (Attach Copy of Will) L__ (Attach Copy of Trust) P 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death r- l 11. Election to tax under Sec. 9113(A) between 12-31-91 and i-1.95) ~ J (Attach Sch. O) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT C. SAIDIS ESQ. 717 243 6222 Firm Name (If Applicable) SAIDIS, FLOWER & LINDSAY First line of address 26 WEST HIGH STREET Second line of address City or Post Office CARLISLE State ZIP Code PA 17013 REGISTER~OF WILLS USE.DNLY _ .-~ ~ - I 1 ~ .,.> -, ? , _. ~ f.,l _I ,.. ~ DATE FILED ~_ ; r1 _,~ ;~ -; i `i Correspondent's a-mail address: Under penalties 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 hasari nn an infr,rmafinn ADDRESS ADDRESS / ~' 26 West High Street, Carlisle, PA 17013 Robert C. Saidis Esq. DATE 1505607120 Side 1 1505607120 56 Courtyard Drive, Carlisle, PA 17013 SIGf~TURE OF PREPA,RE~2 OTHE~t THAN REPRESENTATIVE PA Inheritance Tax Return Signature of Additional Fiduciaries I ESTATE OF I FILE NUMBER Miller, Joan E. 21-08-0971 Under penalties 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. Signature #2 Name Address1 Address2 City, State, Zip Date Daniel J. Miller 4 Trout Lane Marysville, PA 17053 _~ 1505607220 REV-1500 EX RECAPITULATION 1. Real Estate (Schedule A) ............................................................._........................ 1. 1 6 4, 3 0 4. 0 0 2. Stocks and Bonds (Schedule B) .............................._............................................ 2. 5 4 3. 2 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .............................__........................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 1 5 , 0 6 0 . 6 7 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) _ -' Separate Billing Requested ............. 7, 14 O , 3 4 3.17 8. Total Gross Assets (total Lines 1-7) .............................___.................................. g. 3 2 0, 2 5 1. 0 4 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. __- 1 9 , 5 7 2 . 7 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 1 0 2 , 4 8 5 . 0 9 11. Total Deductions (total Lines 9& 10) ..............................._............................_.... 11, 1 2 2, 0 5 7 8 4 12• Net Value of Estate (Line 8 minus Line 11) ..............................._........................... 12. 1 9 8 , 19 3 . 2 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. - - - - - -- 14. 1 9 8 , 19 3 . 2 0 - --- - - OMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES - 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 19 8 , 19 3 . 2 0 16. 8 , 918.6 9 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17• 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18• 0. 0 0 19. Tax Due ............................................................................................................... 19. 8 , 918.6 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 J REV-1500 EX Page 3 File Number 21-08-0971 Decedent's Complete Address: DECEDENT'S NAME Joan E. Miller STREET ADDRESS 56 Courtyard Drive _ ---_ CITY Carlisle STATE - - TZIP -- - -- - PA I~ 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount t3,30U.00 436.84 (1) 8,918.69 Total Credits (A + B + C) (2) 8,736.84 3. Interest/Penalty if applicable __ -_ _ p. Interest E. Penalty Total Interest/Penalty (D + E) (3) - - 4. I Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund - --- - - -- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) 181 .8 5 - -_ - - -- A. nter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) .~ $ ,~ . $ 5 Make Check Payable 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 :............................................................................. ', _ n b. retain the right to designate who shall use the property transferred or its income :................................ ~ J c. re ain a reversionary interest; or ..............................__............................................................................ ~ , ~x.. d. receive the promise for life of either payments, benefits or care? .................................... I '- ~x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................. -~, - ................. L- l '~ X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death......... ~ x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which _ contains a beneficiary designation? .............................. "_~ -- ................................................................................ x ~ . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1554 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exemota 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 zero (0) percent [72 P.S. §9116 (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 four and one-half (4.5) percent, 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 twelve (12) percent [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. Rev-1502 EX+ (8.98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA I I INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right of survlvorshtp must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 56 Courtyard Drive, Carlisle, PA -Tax Parcel #06-18-1371-002.-0194 more 164,304.00 particularly bounded and described in the Deed recorded in the Cumberland County Office of the Recorder of Deeds in Record Book 263 at page 4482. TOTAL (Also enter on Line 1, Recapitulation) I 164,304.00 (If more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleA (Rev. 6-98) Rev-1s03 EX+ (6.98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 10 shares of Met Life -Stock 54.32 543.20 TOTAL (Also enter on Line 2, Recapitulation) 543.20 (Ir more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6.96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 Include the proceeds 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 F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Commerce Bank Checking Account 8,300.00 2 Refund of Premium from Genworth Financial -Policy Number IFG0008050 1,271.23 3 The Vanguard Group -Account No. 0063/09881515100 4,490.44 Vanguard Pennsylvania Tax-Exempt Money Market Fund 4 1992 Mercury Sable -VIN 1 MELM50U9NA660989 925.00 Title No 45311540901 MI 30,000 Miles 5 Refund from The Hartford -Policy cancelled 74.00 TOTAL (Also enter on Line 5, Recapitulation) I 15,060.67 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miller, Joan E. LE NUMBER 21-08-0971 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. ITEM NUMBER DESCRIPTION OF PR P RTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Lincoln Financial Group-Annuity -Beneficiary: 140,343.17 100.000 0.00 140,343.17 Lisa M. Miller, Daughter 56 Courtyard Drive Carlisle, PA 17013 TOTAL (Also enter on Line 7, Recapitulation) I 140,343.17 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: B. 1 See continuation schedule(s) attached I 6,871.37 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees 8,500.00 See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3 500.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 310.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 391.38 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 19,572.75 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Gingrich Memorials -Inscription for headstone 130.00 2 Hoffman-Roth Funeral Home & Creamery, Inc. -Funeral expenses: Basic funeral 6,510.08 service and staff $3025.00; Casket, Interment receptale and folders $2295.00; Grave opening $850.00; Obituary Advertisement $162.08; Death certificates $72.00; Flowers $106.00 3 Lisa M. Miller -Reimbursement for food for luncheon after funeral 231.29 H-A Subtotal 6,871.37 Attorney Fees 4 Saidis, Flower 8 Lindsay -Legal Fees (Estimate) 8,500.00 H-B2 Subtotal 8,500.00 Other Administrative Costs 5 Cumberland County Reporter -Advertise Estate Notice 75.00 6 Daniel Miller -Reimbursement for death certificates 62.00 7 The Sentinel -Advertise Estate Notice 254.38 H-B7 Subtotal 391.38 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (8.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Alexander Spasic MD Family -Account #2850 8.49 2 Alexander Springs Emer Phys -Account Number CLL94114196 31.97 3 Blue Mountain Anes Assoc PC 78 44 4 Blue Mountain Anes Assoc PC 48 44 5 Blue Mountain Anes Assoc PC 39.58 6 Carlisle HMA Phys Mgmt 66.95 7 Carlisle HMA Phys Mgmt 44 70 8 Carlisle HMA Phys Mgmt 39.18 9 Carlisle Medical Pathology -Account #A267-0006081-01 7.05 10 Carlisle Regional Medical Center 1,024.00 11 Citibank Mortgage Company -Mortgage on 56 Courtyard 100,000.00 12 Daniel I. Miller, DC 6.43 13 Kinetic Imaging, Inc. 12.92 14 Kinetic Imaging, Inc. 10.25 15 Kinetic Imaging, Inc. 1.71 16 Kinetic Imaging, Inc. 3.42 17 Kinetic Imaging, Inc. 10.84 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 102,485.09 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule t (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Miller, Joan E. 21-08-0971 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 18 Kinetic Imaging, Inc. 1.71 19 Masland Associates, Inc. 1.63 20 Philip D. Carey, J.D. 28 70 21 Spring Road Family Practice, Inc. -Account #11950 17.26 22 Spring Road Family Practice, Inc. -Account #11950 23.85 23 Sun Y Kim MD PC 7.05 24 United Health Care -Final insurance premium payment 111.30 25 Vascular Associates, PC 538.22 26 Vascular Associates, PC 110.44 27 Vascular Associates, PC 210.56 TOTAL (Also enter on Line 10, Recapitulation) ~ 102,485.09 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-7573 EX+ (9-00) SCHEDULE J COM N~ERI ANCETAXRETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER mtiier, roan t. 21-08-0 971 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) Do Not Llst Trustee s) I, TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Daniel J. Miller Son Fifty percent of 99,096.60 4 Trout Lane Residue Marysville, PA 17053 2 Lisa M. Miller Daughter Fifty percent of 99,096.60 56 Courtyard Drive Residue Carlisle, PA 17013 Total 198,193.20 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) LAST WILL AND TESTAMENT OF JOAN E. MILLER ?, Joan E. Miller, of Carlisle, Cumberland county, Penns-~lvania, being of sound and d~.sposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Wi~l and Testament, riereby revoking ail other Wills and Codici~s heretofore made by me. FIRST direct the payment of my just debts and e}:peruses of my la.sL _llness and funeral from my estate as soon after my death a corve~~en~ly ma}~ be done. I direct my body ib~ _ r e,-,-mod -r~ ~~ut~' Ceme~~rv, I~iddlese}:, ?ennsylvania. SECOND I nitre, devise and bequeath all the rest, residue and remainder of my estate to my estate in equal shares un~.o my c:r_i!dren, Lisa M. Miller and Daniel J. Mi:11er, per stirpes. THIRD ~~ direct that any and all inheritance, estate, and transfe,- ~A~IS, :OV~'ER S ~IND S.AY ATiL1RNEY+•r1~•LA\5 N'CS; Hici, SLfCCi Carlisle PA ~a}yes imn~osed upon my estate passing under this Will or O~he'_"\n'~-Se si"ia.~~'_ i)e pa~_dvUt Cir t.~iF t~'_^__ii___i.~G1 ~: m, ? ~ ~_~.-~~ _ ,. , l ~ J lG FOURTH In addition tc the powers core{erred by iaw, ~ authorize any personal representative acting under this instrument, in their absolute discretion: TO T'etalrl In t~le ~Orm reCeiVed, _,1 tG SE 11 e1t1"ler at pu~;1ic or private sale ar!y real or personal ~:-~ opert_,'i B. To exercise any options to subscribe nor stoc}rs, bonds, or other investments; C. To join in any plan of lease, mortgage, consolidation, excriange, reorganization or ~o=~eclosure oL a.n-~~ corporation in which my estate o:Y any trust may hold .Mocks, bonds or other securities; D. "'o sell, t_ransier, convey, mortgage, pledge, lease ~~r e~:c'arlge any property, real or persona! , v,~}~_, ch at anT t-~me may corm part of my estate, ~or the payment oz debts _. ~ or taxes, or for any purpose oz administrat i o=~ or ciis~ribut_on, ror such prices and upon such terms as my personal representative, in their Sole d~scret~_o°!, may deem wise, and to e~:ecute and deliver deeds o~ con,\-e1--ance o~~ ~.AIDI.S, ~OVVER S INDS.4~' V.'2S: }~1t~1 SCICf: ~.:7 [251;. T~F. ?iS er tl"lereof ; E. To rna}ce settlements and compromises on such terms as personal rep~esen~ative n their sore s~ o__ r,Iay =~'Ti: wises- w1t.OuL t}le neCeSSit~y' C;~= Ord: G1ii]_Il~ct:7'~~ C:JUrL G~~~~_~~~~,ral ~~7e,~eo~ . r. To ma}re distribution hereunder either ir~ c~;sh cr }_ind , as my personal representat _~ ve i r~ t he_ ~ c~" er ~ o:~ rna,,~ d~~ m vz_ se . FIFTH do hereby nominate, constitute and appoint my children, Lisa M. Miller acid Daniel J. Miller, to act as Co-Executor of this rry mast 6~'yll and '''estament, o,. the sur,~-~~,Tor of them. SIXTH :a'rect t}-iat n0 personal repreSen~at~ve, auG'~d-an, tr'astee or other f__duciary appointed under this instrument shall be re~u_red to give bond for the faithful performance of ~he_, .~u~~e~ ~n ~.nv -i- _-sdiction. IN WITNESS WHEREOF, -, Joan E. Miller, ~riave iiereanLo set m~~T S.4TDIS, ~V4~ER LINK SAY nrmiwn::.nTan~~ ~~~ V;-es; H~RI, Sueei (,ariisl;. P~~ hand and seal to this my Last Will and Testament, cons-istina of three t~,Tpev,~r_tten pages, the _~rst two of which bear m,~~ initials ___ the ma~~cin for identificatior_, this :~'",r! da~% of ._---, 'C0~ ,' 'i }, !J~ ' // ' I Joan E. Miller Signed, sealed, published and declared by the above-named Joan E. Miller, Testatrix, as and for her Last Will and Testament in the presence of us, who 1-iave hereunto subscribed ou~~ names at her request as witnesses thereto, in tl~ie presence SAIDIS, FLOWER ~: LIND SAl' nnurc~a•nTaAu 2~ A~es~ H~rii Srreei Carlisic. 1'A c~- sa_d Test trix and of each other. 2E West; High Street Ca=rlisl_e, PA 1?01~ )~ /~ ~% ~ ~ j!~~ ~C 26 West High Street .,r_ <:_,_ -T ,/- G' ~- Carlisle, PA 1?013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We , Joan E . Miller, Robert C. Saidis and Phyllis McCoy the Testatrix and v,~itnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument he,~ Last lti, 11 and Testament and th~.t she signed willinol}T and 7 -' G t n t_at executed as her free and vc!~~antary a_c~ ~~r tree purposes herein expressed, and that each of tt_e witnesses, in the presence and hearing of the Testatrix signed the tidill as witnesses and that to the best of their knowledge she Testatri}: was at the time eighteen (18) or more years of age, of so-and mind and under no constraint or undue influence. ~-, ! -, , %~Joan E. ..Miller ...._ _ .~~_~~~ Robert C. Saidis ,Witness Phyl.li/~ -McCoy 6v'it ess ~~~nesses, L1_iS 24th dGti' of ~7anuary EGG. Subscribed, sworn to and acknowledged before Miller, tine Testatrix, and subscribed to and _, before me by Robert C. Saidis and ~' ~- 1~:'~t:~'~V Puri C _ .;„ .. ,, cow 'r; _. ~i ~ ~ ~,;~: F11(; ?GDS me by Joan E. sworn o~~ affirrr~ed Phyllis McCoy , TaxDB Result Details Detailed Results for Parcel 06- ] 8-1371-002.-U194 in the 2004 Tax Assessment Database DistrictNo Ofi Parcel ID 06-18-1371-002.-U194 MapSuffix HouseNo S6 Direction Street COURT~'ARD DRIVE Owned MILLER, JOAN E C/O PropType R PropDesc LivArea 1640 CurLandVal 0 CurImpVal 130400 CurTotVal 130400 CurPrefVal Acreage .00 CIGrnStat Taxl;z i SaleAmt 1.31768 SaleMo 07 SaleDa 01 SaleCe 20 SaleYr 04 DeedBltPage 00263-04482 YearBlt 2004 HF File Date 01/27/2005 HF_Approval_Status A Page l of ] htt,~~/h~~•rl}, r.r.n;~ nit/~1Pt;~ile ~.en~i~l=nh-1 R-1371-0O2.-1 Jl 94&.dhselect=l ] 0/l /2008 I-,Iistorical hrices for MET (MetLiie, lne.) - ~ioogte rin~tn~e Web Images Maps News Shopping Gmail more . GQt gUOteS Stock screener e.g. "CSCO" or "Google" Historical prices « Back to overview MetLife, Inc.(NYSE:MET) - Daily ~ Weekly Sep 4, 2008 _ Sep 4 2008 Update Download to spreadsheet Date Open High Low Close Volume 4-Sep-08 54.85 55.21 53.43 53.53 9,651,618 v tip. J~ 3-Sep-08 54.87 55.29 53.94 55.21 12,862,696 - --o - - - Portfolios I Sign In International Google Finance: Canada - U.K. - ~ ~~~China) Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed. 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' l -i . ~~' ,. ~ j ' ; i ~ ~ , n ~ ~ ~ s ~ ~., ~ ,, r~~ I ~~ - 7 ~~ ~ I '~: ~ ':k; ~, ~; Ill V -,7 %' Vd~11~E1d~"C~~ LISA M MILLER EX ~~ DANIEL J MILLER EX EST JOAN E MILLER 56 COURTYARD DR CARLISLE PA 17013-4407 N OCTOBER 2, 2008 Z Ci A C ~ (D 07 ~T ~~,. 0 0 v rT'1 ~ ~. _ n ~ ~, ~ T Ol c ~°.m, Z o _ .. m ~ . ,7C' lb 0 ..: ., N I~ 'rn a n m O x Vanguard Pennsylvania Tax-Exempt Money Market E=und ACCOUNT VALUE CHECK CCWFlRMATION FUND NUMBER 63 ACCOUNT NUMBER CHECK NUMBER 14;?80575 ACCOUNT SERVICE CALL 1-800-662-2739 Trade Transaction Dollar Amount Share Price Share Amount Shares Owned Date Descri lion #*~* ~* THIS CH CK IS MADE P YABLE 0 YOU ~F jE ~E ~E ~E ~E jE **.~* ~* AT THE ELIUEST OF TH -~ SHARtk OLuEK X X 7t 7C JC '1t 7C ~~~* *~ CHECK DATE: 10/0 /2008 CHECK AMOUNT: ***~****4,5 3.91 ~*~**~* I ~. - -i Short-term + Long-term = TOTAL PAID THIS Tax Exempt Gains DISTRIBUTIONS CALENDAR Income Gains YEAR ii~u~iiui uiim u~iui iii~i io~ii~~i~u~ii~u~iu .,_.__ti .a.:....,,..u...,~Hnn anti ~Ptain Inr vour records before cashing or depositing check. X 992 Mercury Sable -Private Party Pricing Report -Official Kelley Blue :Boole Site Page 1 09 4 ~;;~ ; Kelley Blue Book ,: THE TRUSTEL7 RESOURCE allvEtl t Ifiel7lent Hume New Cars Used Cars Research & Explore News & Reviews Ready Tu F3uy Classifiieds Loans & Insurance 1:B Used Car Prices I Search Used Car Listings Certified Pre-Owned Compare Vehicles I Perfect Car Finder I Most Researched Vehicles I CARFAX Vehicle He Welcome Back Sign In i Create Account My K[3~ ZIP Gode: 17013 Recently Viewed Suggested Retail Value Photo Gallery ?~~~ 's ~` Compare Vehicles rlEU~! pt: E31ue ESOOI< Review Y~, Consumer Ratings ~~, ~~ "`~' Find Your Next Car --'i Specifications Private Party Value DLUC BOCK rh~~~~~E ~~~~~ VALUE <~,rru:~~:: 'n+!s - Home > Usd Cars > 1997 > Mercury > Sahle > GS Setlan 4D 1992 Mercury Sable GS Sedan 4D Trade-In Value r-r:~.' Shopping Tools Free CARFAY Record Check Get You! Credit Score Now Compare insurance Ra[es Payment Calculator Extended Warranty Quote Printror Sale Sign ~U'i t>, USEti CAR on Blue Book Classifieds'" i Mercury ~ i Sable 30 Miles or less y ZIP Codc17U13 To View Ads, Click LIST 1`QfJR ~uR FAR SALE Special Package Offer! For one low price you can ,_, reach millions of used car shoppers. Learn more now Flha[~ THE ~1GHT CkR Compare Used vs. New Mare Photos Condition <~,i,~~_ rwi>-- Excellent Good Fair ~ /~ ~ ~" ry : Free CARFAX record check /JykR }#6,.~. Ifj Search Used Cars Average Consumer Rating (30 Reviews) ~ ~,;~ ..~!°: ~"- 3.8 out of 5 ..-~ ~_ Similar New Vehicles 2009 Mercury Sable ~'~~ Photos I?ric:irJ Value $1,075 $925 $700 Read Reviews Review this Vehicle htOYe R('Stlit5 },tt„•//~ar~ana, lrhh rnm/i: RR/1 ic~r1C~'~rc/Pricir~clRennrt a~enx~VenrTrl=1 997.~Mil~afr~=5O(1ClOR~VPhir. 1 ~/?~/2OOR 7 992 Mercujy Sable -Private Party Pricing Report -Official Kelley 131ue J3ook Site Under $S,OOD Ooth New and Used Sedan ~~ To View List, Click UIEhu A?a~1TfIER VEFIICLE Select Year... -i c._'. biaCC_.. Scl~~a PiDd cl... Or Search by Category Or Chanye !IP Cotle Vefticle Highlights Mileage: .`i0,000 Engine: VG 3.U Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Change Equipment Standard Air Conditioning Power Steering AM/FM Stereo Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "AS Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Pair Market Value for insurance and vehicle donation purposes. Check Vehicle-title fii,tory Vehicle Condition Ratings Excellent $1,075 • Loots new, i> in excellent rnechanical condition and needs no rer.onilitioning. • hlever had any paint: nr i~oriy work and is Free of rust. • Clean title history and will pass a snog and safety inspection. a Engine compartrnent is clean, witl~i no fluid leaks and is fn;~e of any woar or vislbie deftcts. • Comulete and verifiable se vice records. Less than °ih of all rued vehicles tall into this category. Good ~~m~mw $925 5..:€wa34..Y • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold al retail. Most consumer owned vehicles fall into this category. Fair ._ $700 • Some mechanical or cosmeC~r defects and needs servicing buL i:, still in reasonable nuviinn condition. • Clean tlClc history, the pain;, body andlor interior need wort: performed by a professional. • 'f-ire, n~iay nee[I Cc be replaceri. • There may be some repairable rust damage. Page L o7 4 httri~//~anu~ar 1<hh rnn~/~ RR/I1cerl(~~rc/PrinintrRPt~nrt ~ctix~VearTri=l9n~RrMilPaaP=SMMR~V~hir 1'J/~~/7(1(1R l 992 Mercury Sable -Private Party Pricing Report -Official Kelley Blue Book Site Page ~ of 4 Poor M;+ N/A ~ Sev er<~ mild ianical an(I,/or cusniclic defe~sa. and is ur poor running con(hlwu. • 1~1aY have problems Thal cannot be rcadlly fixed such a;. a danr,ged h<nnc~ ur .~ rusted-ttinxryh body. 6 BrandcU title {salvage, flood, etc.; a unalLstanliated r-~lie~rgc. <elley glue- t5ool, tloes not. atl:empt to i eporl a valuer un r. `poor" vehiclr t,ecause Ilii- vah.r%- of these vehicles varir_s grcaliy. A vehicle in poor cundilior~ Wray r(aquu~c are indegrenn:ani_ apprne;ai Lo detenrune It; value. ' Pennsylvania 11../23/2000 Accurate Condition Appraisal Chanye. Condition Accurately appraising the condition of a vehicle is an important aspect in determining Its Blue Book value. Takiny our 16 question condition quiz will ensure you know the correct condition rating. Free CARFAX record check ~ Search Used Cars CU 2008 Xelley 81ue Book Co., inc. AI! rights reserved. 12/19/2008-12/25/2008 Edition. The specific inlonnation required to determine the value for this particular vehicle was sups 4ed by the person generating this report Vehicle valuations are opinions and may vary from vehicle fo vehicle. Actual valuations will vary based upon market conditions, speclrications, vehicle condition or other particular circumstances pertinent to this particular vehicle or [he transaction or the parties [o the transaction. This report is intended for the individual use of the person generating Phis report only and sha!! not be sold or transmitted [o another party. Kelley Blue Book assumes no responsibility for errors or omissions. (v,09010) httn•//~ar~uur 1<hh rrnn/!: RR/f lcr~rl(''arc/PririnaRPnnrf ~cnx7~~e:~rTr~=1~)~)~.(rMileaae=5(1(1(1(1R~Va,hi~ 7 ~/~~/~O(1R ~.' + 1 t lu,ril lui'r) ~~'F/F{~ alit i i aul)Ylyiflr' { lu 1 ~ r f ~ 1 I 1 ~ I I 1 I nr. yY{w{~q'1 n i11rWgII~WI! :. i~l I w IU i'!a! r ' `h '! ~451~~ 1~,~F.ill-1_LihillE111~_111,11>~:1~1iL'~'!~l_]L-L[JII~~~ ,,~,r/! ~"ilia': don~;r,~~alal y., , f !~~ '1"' DE PARTMEF'T OF T"1ANSPORTATION I '{{!~ /CERTIFICATE OF TITLE FOR A VEHICLF_ ~~ "` 9~ 827 _ _ _ _...... _.. _..., .. .., . _..~..._. _ 92],970D530D6760-OD1, ' 1MELM50U9NA66D989 92 I MERCURY `I 453111540901, MI VEI-IICLE IDENIIFIGATIOIV IJUMBEH PEAR MAIL OF VEI-IIGI E TI'I LL IJUMB~R S DNBOD•i iYPE I UUO I SEA7 GAF' I l1NI.AUEN N/l:IGII"1 I GVWR ~~ ~. GCWR I TlII F. BI~AIJOS 7/24/92 7/24/92 I I 7/24/92 'I 00001,21 ~ DATE NA TITLED DATE OF ISSUE - ~ PRIOR TITLE STACE -000M PROCU DATE OUOM. A70.ES ODOM.3TATU$ ACTUAL MILEAGE , REGISTERED OWNE R(SI JOAN E MILLER 900- FORBES RD CARLISLE PA 1,701,3 STRE EI CIT1` U )II: 4~~ FIRST LIEN FAVOR OF. SECOND LIEN FAVOR OF - DAUPHIN DEPOSIT BANK E ,. TRUST CO MAY 1 7 1993 II a second penholder is listed, upon satisfaction of the lust lien, the first - / lienholtler must forward this Title to the Bureau of Motor Vehicles with the FIRS? LIEN RELEASE / ~ appfopr+ale loan and fee. ATE ' B1' ~~~ f SECOND LIEN RELEASED AUTHORIZEDR PRESENTATIVE ~ DATE' MAILING ADDRESS -BY ~~ i D C 4 ~ n ~ %~U fHORIZED REPRE SENTATIVE }' I J O DAUPHIN 11EP SIT BANK 6 - - TRUST CO ~~~ 21,3 MARKET ST BOX 4800 HARRISBURG PA 171,1,7, ~~; ;; >°'r ~ Y ,~'~~~~~~ ' i.I'~T,}JV< I cerlily as of the dale of +ssue, the olllc+al records of the Pennsylvania Department - _ of Uansporlation reflect that lhepersonl5)or company namedheremis ihelawh0owner - ~ _ - _ ~~. of the said vehicle. ~ - ~ - I Sccrctary-Df Trnnsportarion __~ SURSGRIHED AIJU SV/ORIJ TO UEFOHE ME' YEAH When opplyii+g Ier .title wllh'a co-ownr.:, other Than ycurspousq chock onr. of `-_` Ihese Dlocks.lf no block is checketl, .line vAll hu Issued as "TennnlsInGommory", ,A ^ "Joint 7enm)ts wllnRlghl rjl Stlrvlvorship Ion tlealh o1 one ovn)er,-lille goes ~ ~I to the surviving owneCl _ -H: ^ Tenants u) Gommonlon deali+ of onr ownor,,lplaesl .ol deceased ownor _ .nags to his orhe~ hairs ar nslalel LIEU - If= NO LIEU ^ j_ DATE=: CI IEGK BO.~ ~ i FIRST LIENHOLDER. '' I NAME .. ._ ~~. J Q W ~ .. STATE LIEU Dn?e I ~ + . n\ makes appl cal'o+ Ice Crrl l- I I TIII 10 u+~ vehicla tlesoriued SECOIJD UENI-IOLDEF. i0u~~.. snOl~cl I;. 1++:, tncmr+m e++ce.. a ul Other legal Ia 1115 se.l 10+11 pan. IJAMk: -ODOMETLRSIlTUS D-. AGTIIAL.MILEAGE - - '1 -• MILEAGE EXGEE DS THE MEGYIANICAL uMIIS :NOT THE ACTUAL MILEAG[ 3> NOT THE ACTUAL MILEAGE-ODOMETER TAMPEHIIJG VE RIFIfD A ~ E%[MPT FROM ODOMETf;H DISCLOSURE ' TITLE BRANDS !. = AFU IOdE VEHICLE C =CLASSIC VEHICLE F =OUT OF CUUIJTR'! G = ORIGIhIALL1' MFGD FOR IJON-US DISTHIF31f1101J -.. H = AGRICULEURAL VEHICLE I. = LOGGING VEFIICLE (' ° FOHMFRLI' A POLICE VEHICLE R=REGOr13TRUCiEU S =STREET HOD T =RECOVERED THEFT VEHICLE' V =VEHICLE CONTAINS PEISSUEI],Vlld ): = FORMERLY A TAXI - ZII' IF IJO LIEN ^ caeca: Ro): 9TREE7 (li gr'I'I i[:Arli On AIITIIUFiIZEU SIGNER CITY STMT E zlr~ S+l tJAIUIiE OF GU-AVI'1.1:;At11 '111 LE O'r AUTt10R12ED SICiNLh Lisa M. Millei° 56 Cou~t~>a~°d D~°ive Cap°lisle, Pennsylvania 17013 September 26, 2008 Mr. Daniel J. Miller, Co-Executor Ms. Lisa M. Miller, Co-Executor c/o Saidis Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 Re: The Estate of Joan E. Miller ("Decedent") Dear Dan and Lisa: This letter will serve as a claim for the Family Exemption in the amount of $3,500.00 from the Estate of .roan E. Miller, deceased. As a daughter of the Decedent, who at the time of the Decedent's death was residing in the same household, I am entitled to the exemption pursuant to Section 3121 of Probate, Estates and Fiduciaries Code. Very truly yours, ~u,-~ ~~ ~ ~~~~1~~ Lisa M. Mi11e1• COi~11~IUIVWEAI.Th 6f PI:IVIVSYLVl~IVIF. D EPAftI fJiEN7 01-HLVGIJUE L'UHEl~U OF tId DIVIDUAI. 7AX E:1 Dlcl~l. '80G01 IiFlRRISLiUHG, PA 1 / 7 28-0GOl RECEIVED FROM: MILLER LISA M 56 COURTYARD DR CARLISLE, PA ` 701 3 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HI-V 11(17 6>:(1'I JEi) NO. CD 010523 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSty: 059 28-s273 FILE NUMBER: 2108-0971 DECEDENT NAME: MILLER JOAN E DATE OF PAYMENT: 11/13/2008 POSTMARK DATE: 1 1 /1 2/2008 couNTY: CUMBERLAND DATE OF DEATH: 09/04/2008 REMARKS: RECEIPT TO ATTY CHECI<# 102 sEA~. 101 ~ $ 8, 300.00 TOTAL AMOUNT PAID: S 8, 300.00 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAY.PAYER