HomeMy WebLinkAbout05-05-09--~ REV-1500 1505607120
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 21 0 8 0 7 5 8
PO BOX.28060i
Harrisburg, PA 17128-OSOi RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
172189267 06302008 01071920
Decedent's Last Name Suffix Decedent's First Name MI
MIKULA MARGARET T
(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
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
~
® g Decedent Died Testate
~ ], Decedent Maintained a Living Trust
8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11, Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95)
(Attach SCh. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
SCOTT M. DINNER ESQ. 7177615800
Firm Name (If Applicable)
LAW OFFICE OF SCOTT M. DINNER
First line of address
3117 CHESTNUT STREET
Second line of address
City or Post Office
CAMP HILL
State ZIP Code
PA 17011
' ~
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Correspondent'se-mail address: dinner@IOC81net.COm
Under penalties of perjury, 1 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.
SIGNAT RE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
'~,^,,2llj~t~ ~ `,(f~,C,~~ Marian O. Willauer APR 13 2009
511 Brom Court, Mechanicsburg, PA 17050
SIGNAL"U OF PRE R~ P SENTATIVE DATE
r ~ Scott M. Dinner Esq. APR 1 2 2009
3117 Chestnut Street, Camp Hill, PA 17011
Side 1
L,~, 1505607120 1505607120
REGISTER OF WILLS USE ONLY
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--,
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DATE FJL~D
-~ - '
15D56D7220
REV-1500 EX
Decedent's Social Security Number
~eoeden+'sName: MIKULA, MARG/~RET T 172189267
RECAPITULATION
1. Real Estate (Schedule A) ......................................................................................... . 1.
8 4 9.15
2. .................................................
Stocks and Bonds (Schedule B) ............................ . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ .. 4.
3 0 0 0 0
5. Cash, Bank Deposits & Miscellaneous Personal I~roperty (Schedule E) .............. .. 5.
6. Jointly Owned Property (Schedule F) ^ SeFarate Billing Requested ........... .. 6. 2 , 8 4 4.91
7. Inter-Vivos Transfers & Miscellaneous Non-Prob+ate Property
(Schedule G) ^ SeF~arate Billing Requested ........... .. 7.
8. Total Gross Assets (total Lines 1-7) ..................................................................... .. 8. 3, 9 9 4 0 6
---
358.00
9. ..
Funeral Expenses & Administrative Costs (Schedule H) ...................................... ... 9.
3 1 , 9 8 5 6 4
10~. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. ... 10.
3 2, 3 4 3 6 4
11. Total Deductions (total Lines 9& 10) ................................................................... ... 11.
~,
1~••
Net Value of Estate (Line 8 minus Line 11) ........................................................
.... 12. -28,349.58
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. - 2 8 , 3 4 9 . 5 8
TAX COMPUTATION -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 15.
16. Amount of Line 14 taxable
16
at lineal rate X .045 .
17. Amount of Line 14 taxable
17.
at sibling rate X 12
18. Amount of Line 14 taxable
18
at collateral rate X .15 '
19. Tax Due ................................................................................................................ ..... 19. 0 . 0 0
20. FILL !N THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
15D56D722D 15D56D722D
REV-1500 EX Page 3
Decedent's Complete Address:
Fite Number 21 - 08 - 0758
DECE ENT'S NAME
Mikula, Margaret T
STREET ADDRESS ------"--~
770 Poplar Church Road
--_- ~~ -
CITY
-~ ~ STATE ZIP ~ --
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 0.00
2. Credits/Payments --~---- - ---"
A. Spousal Poverty Credit _
B. Prior Payments
C. Discount
3. Total Credits (A + B + C) (2)
InteresVPenalty if applicable
~_
- 0.00
__ ___
D. Interest
E. Penalty
Total InterestlPenalty {D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q)
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 the TAX DUE. (5) 0.0 0
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ . ~ 0
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" fN THE APPROPRI ATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :.................................................................................. ^ [z~
b. retain the right to designate who shall use the property transferred or its income :.................................... ^ Cx~
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? .......................................................................................................................
^ ff~~
u
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.
`~ ~ ~- ~-
For dates of death on or after July 1, 1994 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 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 stiN 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 fur 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) (1j].
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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS 8~ BONDS
ESTATE OF Mikula, Margaret T
FILE NUMBER
21 - 08 - 0758
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
_ UNIT VALUE
_ _ VALUE AT DATE OF
DEATH __
1 ~
~I 333 shares of AmeriServ Financial, Inc. {sym: ASRV)
I
I 2.98 849.15
TOTAL (Also enter on line 2, Recapitulation) 849.15
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
----- ----_---..----.-- - --- FILE NUMBER
ESTATE OF Mikula, Margaret T 21 - 08 - 0758
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 VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Economic stimulus payment 300.00
T TOTAL (Also enter on Line 5, Recapitulation) I 300.00
SCHEDULEF
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
IPJHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Mikula, Margaret T FILE NUMBER
21 - 08 - 0758
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A
Marian O. Willauer
JOINTLY OWNED PROPERTY:
ADDRESS
511 Brom Court
Mechanicsburg, PA 17050
RELATIONSHIP TO DECEDENT
Niece
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT C~Ff.SCRIPTIO~C~F PRO~ERTkY
Include name o Inanclal Ins I u Ion an ban account number
or similar identifying number. Attach deed for jointly-held real
estate.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
A
i 08/08/2005
I Commerce Bank checking account
# 53-711194-0 5,689.81 50% 2,844.91
~
I
~~ ~I
TOTAL (Also enter on line 6, Recapitulation) 2,844.91
SCHEDULEI
DEBTS O~ DECEDENT, MORTGAGE
COM NHERITANCEOTAX RENURNANIA LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF Mikula, Margaret T FILE NUMBER
21 - 08 - 0758
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
Pennsylvania Dept. of Public Welfare medical assistance claim [see attached Statement oi~
Claim dated July 23, 2008]
31,985.64
TOTAL (Also enter on Line 10, Recapitulation) ~ 31,985.64
REV-1513 EJ(+ (9-00)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF i I FILE NUMBER -- ` - -`
Mikula, Margaret T 21 - 08 - 0758
_ RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
`~ RECEIVING PROPERTY oo Not ust Trusteets) _^ _____ _
I, "TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (12)}
1 Ann T. O'Connor Sister 1/3 of residue
1102 Wilson Street
Pottstown, PA 19464
i
2 Andrew T. Mikula Stepchild 1/3 of residue
418 Bredin Street
Butler, PA 16001
3 Marian O. Willauer Niece 1/3 of residue ~
511 Brom Court ~
Mechanicsburg, PA 17050 ~,
i
~`
Enter dollar amounts for distributions shown above on Vines 15 through 18, as appropriate, on Rev 1500 cover sheet
TIC 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
>... < .
.~.... ..
If the written memorandum referred to in this ARTICLE II is not located or
red by my Personal Representative within sixty (b0) days after taking office as such, after and
the conducting of a reasonable search for such. memorandum, the Personal Representative
be held harmless for distributing such property as hereinbefore provided.
ARTICLE III
Residuary Estate: T do give and bequeath the rest, residue and rema.in~ier of my
ate, both real, personal and mixed, of whatsoever kind and wheresoever situate equally amongst
following individuals: my niece, Marian O. Willauer, presently of Mechanicsburg,'Pennsylvania,
sister, Ann T. O'Connor, presently of Pottstown, Pennsylvania and my stepson, Andrew T.
presently of Butler, Pennsylvania, per stirpes.
Further, if any bequest or devise or portion of my residuary estate is to be received by
a beneficiary who has not attained age twenty-five (25), then my Personal Representative need not,
in his or her or their discretion ,require the appointment of a guardian but shall be authorized to
i
deliver such share to (i) the persan having custody of such beneficiary; (ii) such beneficiary without
the intervention of a guardian; (iii) a legal guardian for such beneficiary if one has already been
appointed; or (iv) a suitable adult person as custodian under the Pennsylvania Uniforr}Z Transfers to
Minors Act (or substantially similar laws of other states).
.~cOEE ~. inner
:#ito,•no,• n~ 7,,,,~
51.17 t'7,rswnV ~~,.•,~
('d»,~,'!#~ll, ~~'.~ 171)71
~~1: 17371 71;7-Gtilid)
1'a.+: 1777) 7{>i-61)1)R
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ARTICLE IV
Personal Representative: I nominate and appoint my niece, Marian q. Willauer,
serve as my Personal Representative. In the event of her death, resignation, renunciation or
to act, then I appoint my niece's husband, William A. Willauer, and my nephew, Richard
O'Connor, presently of Emmaus, Pennsylvania (in the order named), to serve as m~ successor
Representative.
ARTICLE V
Fiduciary's Performance and Powers: No fiduciary under this Will shall be
uired to give bond or other security for the faithful performance of the fiduciary's duties.
Any such fiduciary shall have the following powers, in addition to those given by law:
1. To retain any property, pending distribution hereunder, to invest in car
purchase any property without restriction to legal investments for
fiduciaries, to distribute property in kind, to disclaim any interest in
property, and to sell any property at public or private sale;
2. To hold shares of stock or other securities in nominee registration
form, including that of a clearing corporation or depository, or in book
entry form or unregistered or in such other form as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or abandon ciaim~;
~cotf ~. inner
.a~to,•„~~,~ n~ 1_,a„
s11~ Ch,•,t»,3, s~~Y~~~
tel: 1717) 71i1 -oR01)
1'es: 1717) 767-5dN1H
4. To make distributions in cash, or in kind at current values, or partlyin each,
allocating specific assets to particular distributee on a non-prorata basis; and for
such purposes to make reasonable determinations of current values;
5. To make elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift or other tax returns and the payment,of such
taxes, without obligation to adjust the distributive share of income or principal of
any person affected thereby;
-4- :~
6. To borrow money from any person including any fiduciary acting
hereunder, and to mortgage or pledge any real or personal property;
7. To manage, control, repair and improve all estate property; ~'
8. To procure and carry at the expense of the Estate, insurance of the kinds,
forms and amounts deemed advisable by the Personal Representatives to protect
the Estate against any hazard;
9. To employ any attorney, investment adviser, accountant, broker, tax
specialist or any other agent deemed necessary in the discretion of the Personal
Representative and to pay from the Estate reasonable compensation for all
services performed by any of them.
ARTICLE VI
Death Taxes: I direct that all inheritance, estate, transfer, succession anrFi death
axes, of any kind whatsoever, other than any generation skipping taxes, (including anX interest and
enalties thereon), which may be payable by reason of my death with respect to: (i) property
assing under this Will or (ii) any of my non-probate property, shall be paid out of the property
giving rise to such taxes on an incremental tax basis.
ARTICLE VII
Protection from Improvidence: No interest of any beneficiary under this Will or
any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation.
~CO£E ~. ~imwr
,'~.llun~~y ni ; .nw
J117 (~Leelnut ~tirrM1 '.
L,n~,»> 7.1;11, 1'.-i 171)11
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~til: 1717) 7137..uc~iN1 ~
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fn,: 1717) 7137-n1)1)fi
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ARTICLE VIII
Invalidity: IFany provision of this Will or of any codicil hereto is held to be
ive, invalid or illegal, it is my intention that all of the remaining hereof shall cUntinue
be fully operative and effective so far as it is possible and reasonable.
IN WITNESS WHEREOF, I have subscribed hereunto and caused this my Last
consisting of six (6) typewritten pages, including this attestation clause, to be executed,
and published this 14th day of November, 2005, at Mechanicsburg, Pennsyl~yania.
~ /' 1 .--~
~ ~NIARGARET T. MIKULA
itnesses:
_------
} -Q'`~"-* lam', ~ t Residing at 71 5 Second .atreet
New Cumberland, Pe nosy lvania
C~-~•~L~ ~~~
~'L------ Residing at 1 1 1 S ho 11 y ~r i v e
.~cott ~. ~in~~er ~
~~"°""""°`~•°" Mechanicsburg, Pennsylvania
,~~: iii ~~ ~a> i _;a;34~~>
/~ _ __. _._ .~ _. ~. ._ ~ _6_
ACKNOWLEDGMENT AND AFFIDAVIT
OMMONWEALTH OF PENNSYLVANIA)
OUNTY OF CUMBERLAND )
We, Margaret T. Mikula, Timothy A. Kline and Scott M. Dinner, the Testatrix and
he witnesses, respectively, whose names are signed to the foregoing instrument, being duly
ualified according to law, do hereby declare to the undersigned authority that the Testatrix signed
d executed the instrument as her Last Will, that she had signed willingly, and that she executed it
~as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the
resence and hearing of the Testatrix signed the Will as witnesses and that to the best of the
witnesses' knowledge, the Testatrix was at the time eighteen or more years of age, of sound mind
Land under no constraint or undue influence.
f~
RGARET T. MIKULA, Testatrix
(Witnesses:
r.'.-1~-- (~
_~~o A
On this, the ~_~day of November, 2005, before me, Mary Anne E. Bayer, the
~COEE ~t. ~unnmr
r~iw -,~~ ~ ~~t 7. -
3771 l ~ i,v~ 5i ~•a
cn,,,,> rh~l, 1~:~, ~ 7ul ~
t,•): 117) ~,i~i_,ar~n~l)
lu_n 1717) Mil-fJ)Ili4
undersigned officer, personally appeared Scott M. Dinner, Esquire, known to me to be a member
of the Bar of the Supreme Court of Pennsylvania, and certified that he was personally present when
the foregoing Acknowledgment and Affidavit was signed by the Testatrix and witnesses.
Mary Public '• ~~~
fill.:; ~; <1,~ii lt! t_ i3,_PJgs. RIO1rAi~/ .'l{.-)~iC
i ~,_z,ii)xt ~r; l vv(~ ,li7~h; rt ~i~i Gcu~n;•,~
Ibl i uicr c ~~, _ _~_ _,F~ -
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2008- 00758 PA No . 21- 08- 0758
Estate Of : MARGARET T M/KOLA
(First, Middle, Last)
Late Of : EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No : 172-18-9267
WHEREAS, on the 18th day of July 2008 an instrument dated
November 14th 2005 was admitted to probate as the last will of
MARGARET T MIKULA
(First, Middle, Last)
late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County,
who died on the 30th day of June 2008 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
MARIAN O WILLAUER
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE,
C,~1 "'~/S~c, ;=~Nl`lSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 78th day of July 2008.
;'L, o :j
__~-o.
- ,~ ,
" egister of s
i ?, ,_..~
e~ty
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
/~~
MARIAN O WILLAUER
511 BROM CT
MECHANICSBURG PA .17050
07/23/08
0537111940
4 CYCLE-017
*** CI~[ECKING *** 50 PLUS CHECKING BEGINNING 1ZATE 0.15000
ACCOUNT NUMBER 0537111940
PREVTUUS STATEMENT BALANCE AS OF 06/23/08 ........................ 5,854.68
PLUS 4 DEPOSITS AND OTHER CREDITS ................... 1,339.07
LESS 6 CHECKS AND OTHER DEBITS ...................... 1,926.50
CURRENT STATEMENT BALANCE AS OF 07/23/08 ......................... 5,267.25
NUMBER OF DAYS IN THIS STATEMENT PERIOD 30
-----------------------------------------------------------------------------------
*** CFIECK TRANSACTIONS ***
SERIAL DATE AMOUNT SERIAL DATE AMOUNT
.214 06/26 21.42 216 07/14 708.73
215 07/17 100.00 218* 07/22 58.00
*** CHECKING ACCOUNT TRANSACTIONS ***
DATE DESCRIPTION DEBITS CREDI'PS
006/27 AC-Highmark -WPA EFT 143.45
07/01 DEP DDA 9495 07/01 13:10 300.00
4860 CARLISLE PIKE MECHANIC PA
07/03 AC-US TREASURY 303 -SOC SEC 894.:0
07/09 AC-US TREASURY 303 -REVERSAL 894.90
07/21 DEPOSIT 143.45
07/23 INTEREST PAYMENT .'72
*** BALANCE BY DATE ***
06/23 5,854.68 06/26 5,833.26 06/27 5,689.81 07/01 5,989.81
07/03 6,884.71 07/09 5,989.81 07/14 5,281.08 07f17 5,181.08
07/21 5,324.53 07/22 5,266.53 07/23 5,267.25
PAYER FEDERAL ID NUMBER 23-2324730
INTEREST PAID YEAR TO DATE 5.85
----------------------------------------------------
*** INTEREST EARNED THIS STATEMENT PERIOD ***
DAYS IN PERIOD ......................... 30
INTEREST EARNED ........................ .72
ANNUAL PERCENTAGE YIELD EARNED (APY).... 0.15°s
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is;;.~st tax assessment. and a current appraisa3, if availa3ale.
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STATE9YlENT ~~ C3.AIh+~ SUMAAARY
E Estate Of NM14CE9LA, ~f1ARGAFiET
._ ~ 784 177 023
f~4ET:T. ,~~~
f !`dPATl~N"" .00
UtJ7PATiEN`T .Ot}
€,QNG TE=RM GAFtE 3'4;98D.24
~F21}Q 5.44
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.DA ~ 34,380.24
.40 ~ 5.44
,= - .,'r '.' ti ~ 7. _ ~; ( 31,985.64
.04 ~ 34,985.64
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SCOTT M. DINNER, ESQU 1 RE
TEL: (717) 761-5800 31 17 CHESTNUT STREET
FAX: (717) 761-5008 CAMP HILL, PA 17011
Glenda Farner-Strasbaugh
1Zegister of Wills and Clerk of the Orphans' Court
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Margaret T. Mikula ("Estate")
#21-08-00758
On behalf of the Estate, enclosed are two copies of the REV-1500 `Inheritance Tax Return
Resident Decedent' along with the $15. filing fee.
Thank you.
Scott M. Dinner, Esquire
enclosures (3)
cc: Marian O. Willauer, Personal Representative
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4 Mav 2009
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LAST VV ILL
OF ~--.~ ~7 .~
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MARGARET T. MIKIJLA ,=~~ _.
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I, Margaret T. Mikula, presently of 1100 Grandon Way j~oyalton o~~reekview],
cr,
Township, Cumberland County, Pennsylvania, declare this to be my Last Will hereby
all Wills and Codicils previously made by me.
ARTICLE I
Payment of Debts/Expenses: I direct the payment of my legally enforceable debts,
expenses of my last illness and the final disposition of my remains from my estate; as soon after
death as may be convenient.
ARTICLE II
.`~cott ~. ~iiu~cr
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1'h~: 1777) %67-SD1)i~'
Personal Property and Household Effects: I give certain items of my household
furnishings and tangible personal property to my friends and family in accordance with the terms of
a written memorandum which I have prepared. Any such property not disposed of by such
memorandum, or all of such property if the memorandum is not located or received by my
Personal Representative, shall be part of and pass with my residuary estate as provided for in
ARTICLE III. ~~
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