HomeMy WebLinkAbout04-0033 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' RONALD D. MILLS No.
also known as RON MILLS To:
Register of Wills for the
, Deceased. County of Cumberland
Social Security No. 208-38-5354 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, dated September 28
and codicil(s) dated N/A
in the
named
,19. 94
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in. Cumberland County, Pennsylvania, with
h is last family or principal residence at 20 North 12th Street, Borough of Lemoyne
(list street, number and muncipality)
Decendent, then 55
. years of age, died December 24 ,~19 2003
at Holy Spirit Hospital, East Pennsboro Township, Cumberland County, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: no exceptions
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $.
situated as follows: none
120,000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codiCil(s)
presented herewith and the grant of letters, testamentary
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
- uaavlcl el; r.ocke
8 Grove Street
Wellesley, MA 02482
OATH OF' PERSONAL REPRESENTATIVE
co o wzni m ov
COUNTY OF NORFOLK j~ SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the bestOf the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly admi~er the estate accdl'ding to law.
Sworn to or affirmed and subscribed
before me this ??~'-- day of [
~anuary. ' . ~ 2QQ~
~ J, ~,~ Register
~' of Probate
~qO. 21-2004-0033
Estate Of RONALD D. MILLS, a/k/a RON MILLS , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW January 13th ~ 2004., in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated September 28, 1994
described therein be admitted to probate and filed of record as the last will of RONALD D. MILLS _
and Letters ~P~=.qt- ~man~- ary
are hereby granted to DAVID H. LOCKE
FEES
235.00
Probate, .Letters, Etc .......... $
Short Certificates(5) .......... $ 15.00
~rff~ x.r.P.a-qe.s.. !.2.).... $ 6.00-
10.00
JCP fee $
TOTAL __ $ 266.00
Filed ... Jzgnuary.. 13th ~. 20f14 ..........
Letters will be picked up thi~ afternoon
of 1/13/04.
Glenda Farne~:~'~bia~ugh
Marlin R. McCaleb (No. 06353)
ATTORNEY (Sup. Ct. I.D. No.)
219 East Main Street, P.O. Box 230
Mechanicsburg, PA 17055
ADDRESS
(717) 691-7770
PHONE
Commonwealth of Pennsylvania :
County of Cumberland :
21-2004-33
BE IT REMEMBERED that I, Donna M. Otto 1 st Deputy and current acting
Register of Wills of Cumberland County, Pennsylvania, do hereby deputize and
Commissionate Patrick W. McDermott, Register of Probate in Norfolk County,
Massachusetts, to take the affidavit and oath of David H. Locke, Executor in the Petition
for Letters Testamentary, in the Estate of Ronald D. Mills, late of the Borough of
Lemoyne, Cumberland County, Pennsylvania, deceased.
IN TESTIMONY WHEREOF, I have hereunto set my and affixed my official
Seal this 31st day of December, 2003.
Donna M. Otto
Register of Wills
Cumberland County, Pennsylvania
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Re, gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WAFINING: It is ille§al to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9825268
/~/ { : ~ t Local Registrar
Date
No.
H105 144 Rev. 1191
TYPE/PmNT
P£RMANENT #29-168
BLACK INK
55
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
Ronald D Mills
UNDER I YEAR UNDER 1 DAY DATE OF BIRTH
)r. 11,194E
East Pennsboro
Cumberland
,.Male 9. 208 38 5354
Massachusetts j~,oia~,.: Otr
Holy Spirit Hospital ,~[]
20 North 12th Street
Lemoyne, Pennsylvania 17043
FATHER'S NAME (F~st, Mkt(le. Last)
],. December 24, 2003
· ,m~d,,~)-.-+ ,. Coronar Arter Disease
White
Natural ~ Homk:ide [] ~ ~ ~ ~
ye, ~ ~ ~. ~ .._ n Iacc~ ~ ~*~g~,~,,~, ~l~. I~. ~ la~
.......................................................
P~NO~D~tlFY~PHYS~(~y~,an~hpr~i~O~i¥~glOCaU~dealh) ~31d. December 26, 2003
'M~iCAL~AMJN~COR~Efl (lt~2~T~Print Htchael L. ~occls, Cocone;
On~e~e~~ nveMl~tlon ~my~nl~ death~u~atthetl~ ~te a~aoe a~d~to~u~(l)and'~ 6375 Basehoce Road, Sulte ~1
~. Hochan~csburg,
Cardiome alg~CHF
Advertising
Divorced
j~e~e) '~.~ Cumberland ~ ~'~
.=.~=~=~ Lemoyne
Rex E. Mills ~,. Helen Creste
David H Lecke I~ 8 Grove Street Wellesley MA 02482
~s~ I,,~. .L,~C 31,2003 I .... Conolite Cremato~ I,,.. Schaefferstown, Pa. 17088
~ 1 .... FD-014318-L Juc Myer, Funera Home ,nc 37 East Main Street Mechanic_~)rg pa 17055
~:00 ~Decembe~ 24, 2003 '
LAW OFFICES OF
LOCKE,
FULLERTON
AND
LUNDWALL
LAST WILL AND TESTAMENT
OF
RONALD D. MILLS
I, RONALD D. MILLS, of Norwood, Norfolk County, Commonwealth
of Massachusetts, do make, publish and declare this as my Last Will
and Testament, hereby revoking any and all wills and codicils
heretofore made by me.
FIRST: I give, devise and bequeath all of my said property and
estate of whatever nature and wherever situated to CHRISTINE M.
BUSHWAY, now of North Hampton, New Hampshire, if she survives me,
or to her issue who survive me by right of representation.
SECOND: I constitute and appoint DAVID H. LOCKE to be the
Executor of my Will. If the said DAVID H. LOCKE shall not survive
me, or if he shall be unable or shall decline or for any reason
shall not act or continue to act as Executor of my Will, I
constitute and appoint JOHN A. LOCKE to be the Executor of my Will.
I request that the same persons named herein as Executor upon
application be appointed Temporary Executor, in the same order of
succession. I direct that any Executor or Temporary Executor
herein named be exempt from providing a bond or surety on such bond
as Executor or Temporary Executor of my Will.
In extension and not in limitation of the powers given to
my Executor or Temporary Executor by law or other provisions of
this Will, I hereby authorize and empower my Executor or Temporary
Executor without license of Court to sell, convey, mortgage,
invest, reinvest, exchange, manage, control or otherwise deal with
any and all property, real or personal, comprising my estate and no
purchaser need inquire concerning the validity of anything he
purports to do or need see to the application of any money or other
consideration paid to or upon the order of my Executor or Temporary
Executor.
THIRD: Ail estate taxes, federal or state, imposed with respect
to any property (whether disposed of by this Will or not) required
to be included in my gross estate for estate tax purposes and any
interest thereon, shall be borne by my residuary estate.
Ail legacy, succession, inheritance or other taxes of
like kind imposed by reason of my death on property (whether
disposed of by this Will or not) and any interest thereon shall be
borne by my residuary estate.
FOURTH: For the purposes of this Will, a person shall not be
considered to have survived me if he or she shall die within thirty
(30) days of my decease.
this
28t~NWITNESS WHEREOF, I have hereunto set my hand and seal
day of September , 1994.
On this 28th day of September , 1994, RONALD
D. MILLS of Norwood in the County of Norfolk, and the Commonwealth
of Massachusetts, signed the foregoing instrument consisting of two
pages in our presence declaring it to be his Last Will and
Testament, and as witnesses thereof, we two do now at his request
and in his presence and in the presence of each other, hereto
subscribe our names.
Commonwealth of Massachusetts
County of Norfolk
Before me, the undersigned Notary~ Public, on this day
personally appeared RONALD D. MILLS and J~=ouzL~
and~-~~ /{4~ ~A///c~ , known to me to be the Testator and
witnesses respectively whose names are signed to the foregoing
instrument and all of these persons being by me duly sworn, RONALD
D. MILLS, the Testator, declared to me and to the witnesses in my
presence that the instrument is his Last Will and Testament and
that he had willingly signed it and that he executed it as his free
and voluntary act of the purposes therein expressed, and each of
the witnesses stated to me in the presence of the Testator that
they signed the Will as witness and that to the best of their
knowledge the Testator was eighteen years of age or older, of sound
mind and under no constraint or undue influence.
RONALD D. MILLS
Witness
Subscribed and sworn to before me by the said Testator and
said witnesses this 28th day of September
1994. ,
N6tary Public /Brenda C. Steele
My Commission Expires: 06/15/01
LAW OFFICES
MARLIN R. McCALEB
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ronald D. Mills
Date of Death: December 24, 2003
Will No. 21-04-0033
To the Register:
I certify that notice of beneficial interest and estate
administration required by Rule 5.6(a) of the Orphans' Court
Rules was personally served on the following beneficiaries of
the above-captioned estate on January 23, 2004.
Name Address
Christine M. Bushway 6561 McKenna Way
Alexandria, VA 22315
Notice has now been given to all persons entitled thereto under
Rule 5.6(a).
Date: January 23, 2004 ~~~'?~
Marlin R. McCaleb
Attorney I.D. No. 06353
219 East Main Street
P.O. Box 230
Mechanicsburg, PA 17055
(717) 691-7770
FAX: (717) 691-7772
Counsel for Personal Representative
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estate of Ronald D. Mills
also known as
, Deceased
No. 21-2004-0033
Date of Death 12/24/2003
Social Security No. 208- 38- 5354
David H. Locke,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I AVe verify that the statements made in this Inventory are true and correct, lANe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative
Name of
Attorney: Marlin R. McCaleb Esq. Signature: ___ _
David H. Locke
I.D. No.: 06353 Signature:
Address: 219 East Main Street
Address: 8 Grove Street
Mechanicsbur~, PA 17055
Wellesley, MA 02482
Telephone: 717/691- 7700
Description
(See continuation page(s) attached)
Telephone: 781/235-7000
Dated: / 0 '~ '
'
t"~alue
(Attach additional sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992)
Total: 132,080.34
Estate of:
Date of Death:
County:
Ronald D. Mills
12/24/2003
Cumberland
INVENTORY
CASH:
Cash and coins in Decedent's
possession.
Smith Barney Citigroup,
Account #397-61099-12 007,
Bank Depposit Program.
IRA
Waypoint Bank, - Checking
Acct. # 108009002, principal
balance as of D.O.D.
PERSONAL PROPERTY:
1996 Toyota RAV4 automobile.
Byerly Insurance Co., refund
of homeowner's insurance
premium.
Comcast Cable, refund of
premium.
Foremost Insurance Co.,
refund of homeowner's
insurance premium.
Highmark Blue Shield,
reimbursement for medical
expense.
Holiday Retirement Corp.
(Essex House) - refund.
66.61
10.10
105,821.80
5,700.00
238.96
48.24
76.65
169.00
100.00
105,898.51
Holiday Retirement Corp.
(Essex House) refund.
Household goods, contents,
furniture and furnishings.
Mid-Atlantic Newspaper
Services, Inc., refund.
PA Beef Council, account
receivable, advertising
services.
Peerless Insurance Co., -
automobile insurance refund.
Radlo Foods, LLC, - account
receivable, advertising.
Water Group of North America,
L.P., refund.
100.00
2,273.00
634.36
14,955.00
155.00
1,713.04
118.58
TOTAL RECEIPTS OF PRINCIPAL ...............
26,181.83
132,080.34
-2-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004410
MCCALEB MARLIN R
219 E MAIN STREET
MECHANICSBURG, PA
17O55
fold
ESTATE INFORMATION: SSN: 208-38~5354
FILE NUMBER: 21 04-0033
DECEDENT NAME: MILLS RONALD D
DATE OF PAYMENT: 09/21/2004
POSTMARK DATE: 09/21/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/24/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $11,114.29
TOTAL AMOUNT PAID:
$11,114.29
REMARKS: MARLIN MCCALEB ESQ
SEAL
CHECK# 1050
INITIALS: MW
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 171Z8-0601
R 5.
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A 6.
P
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U 7.
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N 10.
11.
13.
14.
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CAPB
HpRL
EpIO
AC
~TK
DECEDENT'SNAME(LAST, FIRST, ANDMIDDLEINITIAL)
Mills Ronald D.
DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-OD-YEAR)
12/24/2003
I
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I
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N
04/ii/i948
(~F APPLICABLE) SURV[VING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
:1. OrlginaIReturn ~:~ 247! Supplemental Return
4. Limited Estate . Future Interest Compromise (date of death after 1Z- 12-82)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
U 9. Litigation Proceeds Received I I 10. Spousal Poverty Credit
(date of death between 1Z-31-91 and 1 - 1-95)
NAME
Marlin R. McCaleb Esq.
FIRM NAME (If Applicable)
Law Offices-Marlin R. McCaleb
TELEPHONE NUMBER
OFFICIAL USE ONLY
FILE NUMBER
21-2004-0033
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
208-38-5354
717/691-7700
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6)
----] Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
sOCIAL SECURITY NUMBER
U (date of death
3. Remainder Return prior to 1Z-13-8Z)
5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch O)
COMPLETE MAILING ADDRESS
219 East Main Street
P. 0. Box 230
Mechanicsburg, PA 17055
None
None
None
None
132,080.34
None
6,699.43
(8)
OFFICIAL USE ONLY
(11)
(12)
24,324.60
40,359.91
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15)
16. Amount of Line 14 taxable at lineal rate 0.00 X .0 45 (16)
17. Amount of Line 14 taxable at sibling rate X .12 (17)
18. Amount of Line 14 taxable at collateral rate 74,095.26 X .15 (18)
19. Tax Due
138,779.77
64,684.51
74,095.26
74,095.26
0.00
0.00
0.00
11,114.29
Copyright (c) ~'000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-o0~
Decedent's Complete Address:
STRP_P_ I ADDRESS
20 North 12th Street
Apartment 112
CITY
Lemoyne
STATE
PA
ZIP
17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(~)
Total Credits ( A + B + C ) (2)
11,114.29
3. Interest/Penalty if applicable O. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
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. retaintheuseorincomeofthepropertytransferred; .........................
b. retain the right to designate who shall use the property transferred or its income; ...........
¢. retain a reversionary interest; or ....................................
d. receive the promse for fe of ether payments, benefts or care? ...............
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ r~ []
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.
0.00
0.00
0.00
11,114.29
0.00
11,114.29
Under penalties of perjury, 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.
SIGNATUREOF PERSON RESPONSIBLE FOR FILING RETURN David H Locke DATE
-/'~- .' ~"~ /"] -- " P 8 Grove'Street
S'aNATUREOFPREPARER~T~REPR~TATIVE Law Offi;es-Marlin R McCaleb
~ ~ * ~~zY/~- 219 East Main Street'
~or dates of death om or a~er Ja~y 1, 1994 amd be[ore Jam~a~ 1, 1995, the tax rate ~mposed om the met value of tmmsfers to or for the ~se o[ the
survSv~mg spouse ~s 3% [72 M.S. 9116 (a) (1.1) (0].
Mot dates of death om or a~er Jam~a~ 1, 1995, the tax rate ~mposed om the met va[ae of tramsfers to or for the use of the s~rv~v~mg spouse is 0%
[72 M.S. 9116 (a) (1.1) ($0]. The statate does mot exempt a ~ramsfer to a sarv~vSmg spouse from tax, a~d the stat~to~ req~remem~s ~or d~sc[os~re of asse~s
amd fi[~mg a tax retam are st~[[ applicable evem ~f ~he s~rv~v~mg spoase ~s the only bemefic~a~.
~or dates of death om or a~er Ja[y 1, 2000:
The tax rate ~mposed om the met va[~e of trams[ers from a deceased child tweak-one yearn of age or ~oamger at death to or [or the ~se o[ a mat~ra[
parent, a~ adoptive parent or a s~epparemt of ~he child ~s 0% [72 M.S. 9116 (a) (1.2)].
The ~ax ate ~mposed om ~he met va[ae of transfers to or for ~he use of the decedemt's [~mea~ beneficiaries ~s 4.5%, except as rooted ~ 72 M.S. 9116(1.2)
[ZZ ~.S. ~ ~ S(a)(~)].
The tax rate ~mposed om the met va[~e o[ trams[ers to or for the ~se of the decedemt's s~b[~mgs ~s 12% [72 M.S. 9116(a)(1.3)]. A s~b[lmg ~s defined, ~mder
Secfiom 9102, as am ~md~v~d~al who has at least o~e paremt ~ commo~ wRh the decedent whether by blood or adoption.
Copyright (c) 2000 form sof~ware o~[~ The Lackmer Groap, Inc.
LAST WILL AND TESTAMENT
OF
RONALD D. MILLS
LA\V OFFICES OF
'LOCKE,
FULLERTON
AND !~
LUND~'ALL ' ~:
I, RONALD'D. MILLs, of Norwood, NOrfolk County, Commonwealth
of Massachusetts, d0 make, publish and declare this as my Last Will
and Testament, hereby revoking any and all wills and codicils
heretofore made by-me.
FIRST: I give, devise and bequeath all of my said property,and
estate of whatever nature and wherever situated to CHRISTINE M.
BUSHWAY, now of North Hampton, New Hampshire, if she survives me,
or to her issue who survive me by right of representation.
SECOND: I constitute' and appoint-DAVID H. LOCKE to be the
Executor of my Will. If the said DAVID H. LOCKE shall not survive
me, or if he.shall be unable or shall decline or for any reason
shall not act or continue to act as Executor of my Will, I
constitute and appoint JOHN A. LOCKE to be the Executor.of my Will.
I requeSt that the same persons named herein as Executor upon
appliCation be appointed Temporary Executor, in the same order of
succession. I direct that any Executor or Temporary Executor
herein named be exempt from providing a bond or suretY on such bond
as Executor Or Temporary Executor of my Will.
- In extension and not in limitation of the powers given t°
my Executor .or Temporary Executor by law or Other provisions of
this Will, I hereby"authorize and empower my ExeCutor or TemporarY
Executor without license Of Court to sell, convey, mortgage,
invest, reinvest, exchange, manage, control or otherwise deal with
any and all property, real or personal, comprising my estate and no
purchaser need inquire concerning the validity of anything he
purports to do or need see to the application of any money or other
consideration paid to or upon the order of my Executor or Temporary
Executor.
Ail legacy, succession, inheritance or other taxes of
like kind imposed by reason of my death-' on property (whether
disposed of bY this Will or not) and any interest thereon shall be
borne by my ,residuary estate.
THIRd: All estate taxes, federal or state'~ imposed with respect.
to any property (whether disposed Of by this Will or not) required.
to be included in my gross estate for estate tax purposes and any
interest thereon, shall be borne by my residuary estate.
ii FOURTH: For the purposes of this Will, a person shall not be
~ considered to have survived me if he or she shall die within thirty
il (30) days of my decease.
~.,,. WITNESS WHEREOF, I have hereunto set my hand and seal
$i this 28t
ii day of September ., 1994.
~i RONALD D. MILLS '~
ii On this 28th day of September
, 1994, RONALD
~ D. MILLS of Norwood in the County of Norfolk, and the Commonwealth
il of Massachusetts, signed the foregoing instrument ~onsisting of two
Testament, and as witnesses thereof, we two do now at his request'
ii p
ages in our presence declaring . it to be his Last Will · and
and in his presence and in the presence 6f each other, hereto
subscribe our names.
ii Commonwealth of Massachusetts
ii County of Norfolk
Before me, the undersigned Notary_~ Public. on th'
~ per, s?~nally, appe. ared. RQNALD D. MILLS and ,~J~~Ls;,~.- -~ ,- zs d~ay
~,.-.. .... , ~w~ ~-u me LO De ~e Testator and
il witnesses respectively whose names are signed to the foregoing
ii instrument and all of these persons being' by me dul sworn
D.. MILLS, the Testator ~-~ ......... Y , RONALD
. -, u=~zarea ~O me and to the witnesses in my
'!i presence that the instrument is his Last Will and Testament and
~ that he had willingly signed it and that he .executed it as his free
.... and voluntary act of the purposes therein expressed, and each of
.the witnesses stated to me in the presence of
they signed the Will as witness and that 'to the Testator that
knowledge the Testator Was eighteen years of age the best of their
or older, of sound
mind and under no constraint or undue influence.
RONALD D. MILLS
t ~/~Wit:~s s ~ <
Witness
Subscribed and sworn to before me by the said Testator and
said witnesses thi's 28th
1994. day of September
N6tary Pubiic/Brenda C. Steele
My Commission Expires: '06/15/01
REV-1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ronald D. Mills SS# 208-38-5354 12/24/2003 21-2004-0033
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
NUMBER DESCRIPTION OF DEATH
1
2
4
8
9
10
11
12
13
14
15
Cash and coins in Decedent's possession.
Smith Barney Citigroup, IRA Account #397-61099-12 007, Bank
Deposit Program.
Waypoint Bank, Checking Acct. # 108009002, principal balance as
of D.O.D.
1996 Toyota RAV4 automobile. - value based on proceeds of sale at
public auction.
Byerly Insurance Co., refund of homeowner's insurance premium.
Comcast Cable, refund of premium.
Foremost Insurance Co., refund of homeowner's insurance
premium.
Highmark Blue Shield, - reimbursement for medical expense.
Holiday Retirement Corp. (Essex House) refund.
Household goods, contents, furniture and furnishings.
Mid-Atlantic Newspaper Services, Inc., refund.
PA Beef Council, - account receivable, advertising services.
Peerless Insurance Co., - automobile insurance refund.
Radlo Foods, LLC, - account receivable, advertising.
Water Croup of North America, L.P., - refund.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
66.61
10.10
105,821.80
5,700.00
238.96
48.24
76.65
169.00
100.00
2,273.00
634.36
14,955.00
155.00
1,713.04
118.58
132,080.34
Form REV-1508 EX (Rev. 1-97)
Waypoint Bank
West Shore Plaza
1200 Market Street
Lemoyne, PA 17043
PHONE 717/761-7510 FAX 717/761-5820
FAX COVER SHEET
TO:
OF:
FROM:
TOTAL PAGES:
COMMENTS:
1-I5-2004
'11:4~:03
RONALD D MILLES
DBA CMB VICTORY COMPANY
20 N 12TH ST APT 112
LEMOYNE PA 17043-1449
NON SPEC
Pst Dt
X Eff Dt
120103
120103
120103
120203
120203
120203
120303
120303
Serial Number
Checking Account Inquiry Next display: .1.2.
Prior Statement for: 108009002
Bal as of 11-30-03
+Dep/CR: 2
-Chks/DR: 24" ~?
-Service charge:
+Interest paid:
Current balance:
TC Description
061 DDA PUR 0000000
061 DDA PUR 0000000
1201 081 CHECK
1199 081 CHECK
1147 081 CHECK
1156 081 CHECK
061 DDA PUR 0000000
1202 081 CHECK
Amount
Str/Run/Bat/Seq#
34.56-
33.39-
45.00-
7840.00-
200.00-
148.40-
31.48-
2725.00-
20-0700-11
DSPBR01005
116,277.57
3,517.20
14,659.81
.00
.00
105,134.96
Balance
116243.01
116209.62
116164.62
108324.62
108124.62
107976.22
107944.74
105219.74
More...
F3=Exit FS=Recent frans
F13=Inquiry window
F16=Print resea=ch stmt
F15=Restart
F11=Fold/unfold
F24=More keys
· 1-15-2004
11:40:03
RONALD D MILLES
DBA CMB VICTORY COMPANY
20 N 12TH ST APT 112
LEMOYNE PA 17043-1449
NON SPEC
Pst Dt
X Eff Dt
120503
120503
120903
120903
120903
121103
121103
121203
Serial Number
Checking Account Inquiry Next display: .1.2.
Prior Statement for: 108009002
Bal as of 11-30-03
+Dep/CR: 2
-Chks/DR: 24'
-Service charge:
+Interest paid:
Current balance:
TC Description
1207 081 CHECK
1203 081 CHECK
061 DDA PUR 0000000
1205 081 CHECK
1204 081 CHECK
061 DDA PUR 0000000
1200 081 CHECK
1206 081 CHECK
Amount
Str/Run/Bat/Seq#
200.00-
150.00-
103.57-
234.69-
37.45-
27.35-
150.00-
95.40-
20-0700-11
DSPBR01005
116,277.57
3,517.20
14,659.81
.00
.00
105,134.96
Balance
105019.74
104869.74
104766.17
104531.48
104494.03
104466.68
104316.68
104221.28
More...
F3=Exit F8=Recent trans
F13=Inquir~ window
F16=Print research stmt
F15=Restart
F11=Fold/unfold
F24=More keys
1-15-2004
11:'40:03
RONALD D MILLES
DBA CMB VICTORY COMPANY
20 N 12TH ST APT 112
LEMOYNE PA 17043-1449
NON SPEC
Pst Dt
X Eff Dt
121503
121503
121503
121603
121903
122203
122303
Serial. Number
Checking Account Inquiry Next display: .1.2.
Prior Statement for: 108009002
Bal as of 11-30-03
+Dep/CR: 2
-Chks/DR: 24~'
-Service charge:
+Interest paid:
Current balance:
TC Description
010 DEPOSIT
068 SERVICE CHARGE
1208 081 CHECK
1210 081 CHECK
1212 081 CHECK
1211 081 CHECK
1209 081 CHECK
...... 010 DEPOSIT
Amount
Str/Run/Bat/Seq#
3000.00
.00
81.98-
200.00-
53.40-
81.30-
1500.00-
517.20
20-0700-11
DSPBR01005
116,277.57
3,517.20
14,659.81
.00
.00
105,134.96
Balance
107221.28
107221.28
107139.30
106939.30
106885.90
106804.60
105304.60
More...
F3=Exit FS=Recent trans
F13=Inquiry window
F16=Print research stmt
F15=Restart
F11=Fold/unfold
F24=More keys
PAUL C. SCHUBERT
Customer Service Representative
Waypoint Bank
1200 Market Street
Lemoyne, PA '17043
717/761-7810
717/761-5820 fax
www.w~ypointbank.com
paul.schubert @ waypointbank.com
LAW OFFICES
FRAN KEBERGiER PLACE
21f) EAST MAIN STREET
P.O. BOX 230
MECHANICSBURG, PENNSYLVANIA ! 705!ii
717 691-7770
FAX (591-7772
January 13, 2004
Waypoint Bank
1200 Market Street
Lemoyne, PA 17043
Re:
Ronald D. Mills
Account No.: 0108009002
Dear Sir/Madam:
This is to advise that I represent the Estate of Ronald D.
Mills and David. H. Locke, the Executor thereof. Mr. Mills died
on December 24, 2003.
Enclosed is a Short Certificate issued by the Register of
Wi!ls"of Cumberland County, Pennsylvania, attesting to Mr.
Locke'-s appointment as Executor.
At the time of his death, Mr.' Milis held the above account
with your bank. For purposes of the Pennsylvania inheritance
tax, we are requesting a written statement from you setting forth
the precise principal balance of this account as of December 24,
2003, together with the amount of interest, if any, accruing to
the account as of that date. This information will be used for
the preparation of the Pennsylvania Inheritance Tax Return.
el I~-~dditi°n'.we ~ish t° liquidate this acc°unt' Please
ose 5nz] accoun~ an~ issue your check for the proceeds thereof,
payable t~ theTEs~ate of Rona!d D. Mills, and forward the same to
me at my Mechanicsburg office address indicated above.
Thank you for your cooperation and assistance.
MRM/eaj ,
Enclosure
CC: David H. Locke
Very truly yours,
Marlin R. McCaleb
BRiCKERS AUCTION
Complete Auction Service
Auction - Wednesday Evenings
766-5785
Chuck Bricker Auctioneer
TOTALSALE
COMM.
CLEAR.
BUYER
ITEM
J
BUYER
ITEM
BUYER
ITEM
BU'fl~R
ITEM
,.r LOT
BUYER
ITEM
BUYER
REV-1510 EX+ (1-97) SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MlSC, NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
Ronald D. Mills SS~/ 208~38-5354 12/24/2003
FILE NUMBER
21-200~-- 0033
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDETHE NAMEOFTHETRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
NUMBER ATTACH A COPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 American Century - C~IB 6,699.43 100.00% 6,699.43
Victory Company SEP- IRA,
Plan 113675001, payable to
Christine Bushman as
des ignated beneficiary;
value as of D.O.D.
TOTAL (Also enter on line 7, Recapitulation) $ 6,699.43
(If more space ~s needed, insert additional sheets of the same s~ze)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97)
AMERICAN
CENTURY,
American C. entu~.j
r, nvestme~ ts
SPt'
6-531-5575
February 18, 2004
Marlin McCaleb
71.7-69l..7772
RE: Plan ~13675001--¢MB Victor),, Company SEP-I1L~, Ronald D. Mills
Dear Mr. McCaleb:
Thm'uk you .~o.t your telephone call, Please a¢¢ep~ my apology for ~he error in my February 10, 2004,
As requested, I have provided the December 24, 2003, value of Mr. Mill's plan below;
Fund
Vista
Va:ue
1~2~03
$2,781.24
3,915.19
If you have any questions or if we can be of additional assistance, please call one of our Retirement
bwestment Specialists at 1-800-345-3533.
S;_ncerely,
Sue Adair
Registered Representative
Doctunent No, 00~18569
REV- 1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ronald D. Mills SS¢/ 208-38-5354
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
1
2
3
4
5
6
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
12/24/2003
Zip 02482
DESCRIPTION
FUNERAL EXPENSES:
Myers Funeral Home - funeral expense.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) David H. Locke
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 8 Grove Street
City Wellesley State MA
Year(s) Commission Paid:
Attorney's Fees Law Offices-Marlin R. McCaleb
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
State Zip
- express mail.
express mail.
express mail.
express mail.
Street Address
city
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Airborne Express,
Airborne Express,
Airborne Express,
Airborne Express,
Chuck Bricker, Auctioneer,
household contents.
Chuck Bricker, Auctioneer,
Total
commission on public sale of
FILENUMBER
21-2004-0033
- commission on public sale of
of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
2,232.05
6,644.58
7,500.00
266.00
17.55
15.86
32.08
47.40
528.00
250.00
6,791.08
J$ 24,324.60
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Ronald D. Mills
Soc Sec #: 208-38-5354
Date of Death: 12/24/2003
Item Description
Continuation of Schedule H-B7
(Other Administrative Costs)
Amount
automobile.
7 Cumberland Law Journal - advertising Letters.
8 DHL Express, - express mail.
9 Essex House, - rent (01/01/04-03/08/04) during administration of
Estate.
10 Karl Stine, cleaning out apartment.
11 Kel-View Kennels, boarding dog until home was found
(12/25/03-01/24/04).
12 Peerless Insurance Co., auto insurance premium.
13 Peerless Insurance Co. - auto insurance premium.
14 Register of Wills, filing Inventory and Appraisement.
15 Register of Wills, - reserve for filing Account, releases, etc.
16 Register of Wills, - Short Certificates.
17 Register of Wills, - Short Certificate.
18 Russell Klinger, cleaning and detailing car in preparation for
sale.
19 Tender Loving Canine Rescue transporting dog to adoptive home.
20 The Patriot-News, advertising Letters.
75.00
16.08
4,790.70
100.00
800.00
179.00
184.00
28.00
250.00
6.00
3.00
50.00
200.00
109.30
6,791.08
REV-151Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ronald D. Mills
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 208-38-5354 12/24/2003
FILE NUMBER
21-2004-0033
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
DESCRIPTION
Alphagraphics, account payable.
Camp Hill Fire Co. No. 1, account payable, ambulance.
Christine Bushway - account payable.
Comcast Advertising Sales, account payable, advertising.
Comcast Cable TV, - account payable.
CVS Pharmacy - account payable, medicines.
David L. Reisman Lawn Service, - account payable, lawn care.
DIRECTV, account payable, satellite TV service.
Downcast Energy, account payable, fuel oil and service.
Drs. Zlotoff, Gilfert & Gold, account payable, medical.
Earthlink, Inc., account payable.
Essex House, - account payable, repairs to apartment (clean
curtain, replace burned carpet, repaint apartment).
Exeter Hospital, - account payable, medical.
Holy Spirit Hospital, account payable, medical.
Kel-View Kennels, - account payable, boarding dog
(12/11-12/24/03).
LifeSize Graphics, - accounty payable, advertising.
Merry Maids, account payable,, cleaning service.
Michael Harling, Tax Collector, - account payable, 2003 personal
taxes.
NCO Financial Systems, - account payable, American Express.
NCO Financial Services, - account payable, American Express.
PA Department of Revenue, - account payable, 2003 state income
tax.
Total of Continuation Schedule(s)
TOTAL (Also enter on line 10, Recapitulation) : $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
15.90
499.00
517.20
6,379.25
360.00
169.64
111.30
185.37
1,433.48
38.00
23.95
2,719.16
1,812.40
231.72
325.00
327.94
74.20
180.00
1,472.54
169.75
535.00
22,779.11
40,359.91
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
Estate of: Ronald D. Mills
Soc Sec #: 208-38-5354
Date of Death: 12/24/2003
Continuation of Schedule I
(Debts of Decedent, Mortgage Liabilities and Liens)
Item Description
Amount
22 P~-American Water Co., account payable, water service.
23 Pinnacle Health Hospitals, account payable, medical.
24 Portsmouth Copy, account payable, advertising.
25 Portsmouth Regional Hospital, - account payable, medical.
26 PP&L Electric Utilities, - account payable, electric service.
27 Quest Diagnostics, - account payable, medical.
28 Quest Diagnostics, - account payable, medical.
29 Sweet Arrow Springs, - account payable.
30 U.S. Treasury, - account payable, 2003 federal income tax.
31 UGI Utilities, Inc., - account payable, gas service.
32 Vascular Associates, account payable, medical.
33 Verizon, - account payable, telephone.
34 West Shore Anesthesia, account payable, medical.
35 Westab, account payable, 2003 local income tax.
36 WGAL-TV, account payable, advertising.
17.39
5,273.19
1,161.66
187.34
34.07
26.31
18.01
21.80
8,267.15
117.06
306.40
663.32
126.88
226.03
6,332.50
22,779.11
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ronald D. Mills SS# 208-38-5354
SCHEDULE J
BENEFICIARIES
12/24/2003
NUMBER
I,
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfem under Sec. 91
Christine M. Bushway
6561 McKenna Way
Alexandria, VA 22315
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Friend
FILENUMBER
21-2004-0033
AMOUNT OR SHARE
OF ESTATE
Entire Estate
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DT¥ISION
PO BOX Z80601
HARRISBURG, PA 171Z8-0601
MARLIN R MCCALEB ESQ
H R HCCALEB LAW OFCS
PO BOX Z$O
HECHANICSBURG PA 17055
CUT ALONG THIS LINE ~
COHMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-X;~i7 EX AFP (O9-Oq)
DATE 11-15-200q
ESTATE OF HILLS
DATE OF DEATH 1Z-Zq-200$
FILE NUHBER 21 0~-0035
COUNTY
ACH
AmoU~l~
RONALD D
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS ==
CUMBERLAND CO COURT-HOUSE
CARLISLE, PA 17015/',T'
RETAZN LOWER PORTZON FOR YOUR RECORDS ~
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HILLS RONALD D FILE NO. 21 0~-0055 ACN 101 DATE 11-15-200~
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held S~cock/Par4:nership Tn~ceres~c (Schedule C) (3)
q. Mor:kgages/No~ces Receivable (Schedule D) (q)
5. Cash/Bank Deposi~cs/Misc. Personal Proper~y (Schedule E) (E)
6. Jo/n~ly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCT:IONS AND EXEHPTTONS:
9 Funeral Expenses/Adm. Cos~s/M/sc. Expenses (Schedule H) (9)
10 Debts/Mortgage L/abili~/es/Liens (Schedule 1)
11 To,al Deduc~/ons
12 Ne'l: Value of Tax Re~urn
15Z~O80.SR
.00
.00 NOTE: To /nsure proper
.00 credi~ ~o your account,
.00 subei~ ~he upper portion
.00 of ~h/s form w/~h your
~ax payment.
.0O
(10)
(8)
Zq,SZq.60
15
lq
NOTE:
152,080.5q
q0~559.91
(11) ~.68a.51
(la) 67,595.85
Char/~:able/Governeen~al Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Ne~ Value of Es~ca~e Subjec~ ~:o Tax
Tf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun~ of L/ne lq a~ Spousal ra~e
16. Amoun~ of L/ne lq ~exable a~ L/neal/Class A ra~e
17. Amoun~ of L/ne lq a~ S/bl/ng ra~a
18. Amoun~ of L/ne lq ~axable a~ Collateral/Class B ra~a
19. Princ/pal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
09-Zl-Z00q CD00qql0 .00
.00
67,595.85
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 will
(].5) .00 x O0 : .00
(16) .00 x Oq5= .00
('17) .00 x 12 = .00
(~8) 67,595.85 x 15 : 10,109.57
(19)= 10,109.57
AMOUNT PAID
ll,llq. Z9
TOTAL TAX CREDIT ll,llq.Z9
BALANCE OF TAX DUEI 1,OOq.9ZCR
INTEREST AND PEN. .00
TOTAL DUE 1,00~.92CR
TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUIRED.
TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR}, YOU MAY BE DUE ,~
REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (collatara1) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at tha lawful Class B (collataral) rate on any such future intarast.
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse sida.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at acm.revenue.state.om.us, any Register of #ills or Revenue District Office, or from the Department's
Z4-hour ans#ering service for fores orders: 1-800-36Z-Z050; servicas for taxpayers with special hearing and/or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied eith the appraisment, allowance or disallomance of deductions or assessment of tax
(including discount or intarest) as sheen on this Notice may object within 60 days of the date of receipt of this notice
by filing one of the folloeing:
A) Protest to the PA Department of Revenue, Board of Appeals. You may ob~ect by filing a protest online at
wwe.boardofappeals.state.pa.us on or balers the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box Z810Zij Harrisburg, PA 171ZB-lOZ1. Petitions may not be faxad.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assess~nent should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, P.O. Box Z80601, Harrisburgj PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booktat "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an axplanation of administratively correctable errors.
[f any tax due is paid eithin three (3) calendar months after the decedent's death, a five percent (BI) discount of
the tax paid is allowed.
The 1SX tax amnesty non-participation penalty is computed on the tatar of the tax and interest assassed~ 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 mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day free the date of
death, to the date of payment. Taxes ehich became delinquent before January 1~ 1982 bear interest mt the rate of
six (DX) percent per annum calculated at a daily rate of .000164. All taxes ehich became delinquent on and after
January 1, 198Z wi1! bear interest at a rate which mill vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. Tho applicabla interest rates for 198Z through ZOO4 ere:
Interest Dally Interest Dally
Year Rate Factor Year Rate Factor
1982 20Z .000548 ~'~)'~'8 - 1991 llZ .O0030X
1983 16Z .000438 199Z 9Z .000247
1984 llZ .000301 1993-1994 7Z .O0019Z
1985 132 .000356 1995-1998 9Z .000247
1986 lOX . 000274 1999 77. . 000192
1987 lO7. .000274 2000 77, .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Interest Daily
Year Rate Factor
~ 9Z .000247
2002 6Z .0D0164
2003 SZ .000137
2004 42 .000110
X NUHBBR OF DAYS DELINQUENT X DAILY 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, additional interest must ba calculated.
:~EV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENTS NAME FILE NUMBER
RONALD D MILLS 2104-0033
REVIEVVED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 The IRA is not taxable as the decedent was under the age of 59 1/2.
ROW, Page 1
BUREAU OF INDIVIDUAL Tll1l1!$',c:ncr,
INHERITANCE TAX DIVISION r-~[I'::,.), :.. "..)
PO BOX 280601 ' "
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
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MARLIN R MccilLEcaESif
M R MCCALEB LAW OFCS
PO BOX 230
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-13-2004
MILLS
12-24-2003
21 04-0033
CUMBERLAND
101
RONALD
D
2DD5 JIl~-J I 4 Pi:-; 3: l{ 0
Allount. Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account} subllit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ___
ftl":r~~~.I5r.~~~..r51~.~!'........;..-rA~!~elr",A5r.~tA"f!~.b~.A~l:dOJrr...;;......................
ESTATE OF MILLS RONALD D FILE NO.21 04-0033 ACN 101 DATE 12-13-2004
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-2004
PRINCIPAL TAX DUE:,
10,109.37
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-21-2004 CD004410 .00 ~ 11,114.29
11-22-2004 REFUND .00 1,004.92-
TOTAL TAX CREDIT 10,109.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE} see REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~
NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
~~'<-
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/15/2005
MCCALEB MARLIN R
219 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of MILLS RONALD D
File Number: 2004-00033
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Ronald D. Mills
Date of Death:
Estate No.:
December 24, 2003
21-04-0033
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:
Date:
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I. State whether administration of the estate is complete:
Yes Q9 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ill
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes JK] No 0
c.
11/16/05
Signature
Marlin R. McCaleb
Name
219 East Main Street
Mechanicsburg, PA 17055
Address
717/691-7770
Telephone No.
Capacity: 0 Personal Representative
IlD Counsel for personal representative
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