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HomeMy WebLinkAbout04-0494 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' MARGARET STECK MILLER No. also known as RUTH MARGARET MILLER To: Register of Wills for the Deceased. 'County of Cumber land Social Security No. 18 2- 4 0- 9 7 3~6 "Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner who is 18 years of age or older af(~e ~_~ ~u~r i~! ~--4] in the last will of the above decedent, dated O c t obe r 15, 1999 and codicil(s) dated in the named ,19.__ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C umb e r 1 and her last family or principal residence at 267 South Carlisle County, Pennsylvania, with Colleqe St., Borouqh of Decendent, then 94 at (list street, number and muncipality) years of age, died May 6, 2004 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property ': $ 850,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa0 Personal property in County $ Value of real estate in Pennsylvania $ 400,000.00 situated as follows: 267 South Colleqe St., Carlisle, PA 17013 22-24 North Hanover Street, Carlisle, PA 17013 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.) Manufacturers and Traders Trust Company~ Successor to goy~n~ P~nan~a] Bank OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF CUMBERLAND~ SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ..- Manufacturers and Traders before me this ~x~ day of . [ Trust Company . _ ./_~// . _. · . ,, ~~ - /?, .... '., No. Estate Of MARGARET STECK MILLER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 15, 1999 described therein be admitted to probate and filed of record as the last will of Margaret Steck Miller AKA Ruth Marqaret Mil ]~r and Letters Testamentary are hereby granted to Manufacturers and Traders Tru.q~ C~rnp~ny !9 2 O O 4, in consideration 6:' ~-~e petition on FEES Probate, Letters, Etc .......... $~.~:5~CO Short _Certificates( ) .......... $ ~9, cOo ~emmcmtmn ................ $ /'~6~7~9~  $ /F3, F3/D TOTAL $~ Filed ~/. e~ .... ~.0. ~.. ....... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE hi~ iv; to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10327105 No. Miller COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH · Vt"AL RECORDS CERTIFICATE OF DEATH ,.F-ma!e ~ 182 -- 40 -- 9736 ~ May 6, 2004 18,1909 Gettysburg,PA '~ite UNOEfl t 'tF.~g U~OER t DRt 267 South College St. Carlisle, PA 17013 Carlisle o=,.,.,0 o,~,~,=~ O May 12, 2004 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GREGG HAMM BOYER 8 RITTER PO BOX 8300 CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-18-2005 MILLER 05-06-2004 21 04-0494 CUMBERLAND 101 '* REV-1547 EX AFP (03-05) MARGARET S Amount Remitted PA 17001 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ If.!V-~~,.yt.w~.m~w,.wn't!t.W.!PMtArt'4M!!'.m.lWJtlmMMf~.'rC[W4M:Y.ftrr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MILLER MARGARET S FILE NO. 21 04-0494 ACN 101 DATE 04-18-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 469,457.00 688,448.00 .00 .00 373 , 261. 00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 84,512.00 5.135.00 Ill) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,531,166.00 89.647 DO 1,441,519.00 741,519.00 700,000.00 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 700,000.00 X 15 = 105,000.00 (19)= 105,000.00 . "....."'...r. l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-03-2004 CD004224 5,250.00 99,750.00 TOTAL TAX CREDIT 105,000.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) OF MARGARET STECK MILLER I, MARGARET STECK MILLER, of 267 South College Street, Carlisle, Cumberland, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making ,void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order an~l direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I hereby give and bequeath my household goods and furnishings and insurance thereon to my husband, PIERSON K. MILLER, provided he survive me by thirty days. If my husband, PIERSON K. MILLER, does not survive me by thirty days, I direct my Executor to honor a letter attached to my Will with a list of personal property to be given to friends and family members. If I have not attached a list of personal prope~y to be so distributed, and if my husband fails to survive me by thirty days, I direct that all such personal property be sold and the proceeds added to my residuary estate. THIRD: I give my real estate located at 267 South College Street, Carlisle, Pennsylvania, to my husband PIERSON K. MILLER, provided he survives me by thirty days, FOURTH: I make the following specific bequests: A. I give and bequeath the sum of One Hundred ($100,000.00) Dollars to each of my nieces and nephews listed as follows: Thousand MARY STECK WEIFORD R. R. #1, Box 37-A Mathias, West Virginia 26812 MARGARET STECK JAKVVAY 206 Valley Brook Drive Lancaster, Pennsylvania 17601 DUNCAN GRAHAM STECK, II 375 West End Avenue New York, New York 10024 STEPHEN McKENNEY STECK 653 Forest Cove Oviedo, Florida 32765 SARA STECK ROGERS 47 Bartlett Avenue Arlington, Massachusetts 02174 MALCOLM STECK, JR. 510 Elma Avenue Laurel Springs, New Jersey 08021 RICHARD C. STECK, II 150 Ocean Lane Drive 51 Key Biscayne, Florida 33149 2 FIFTH: If any of my nieces or nephews fail to survive me, I give that share which he or she would have received to his or her issue, in equal shares. Should any of my nieces or nephews fail to survive me and not be survived by issue, said bequest shall lapse. SIXTH: 1 give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the CARLISLE CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. SEVENTH: I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the CARLISLE YWCA, in memory of my Mother, Bertha Mellick Steck. EIGHTH: I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to the CARLISLE MUSICAL ARTS CLUB. NINTH: I give and bequeath the sum of Twenty-five Thousand ($25,000.00) Dollars to the ST. JAMES LUTHERAN CHURCH, of Gettysburg, Pennsylvania, in memory of my Parents, Dr. Augustus R. Steck and Mrs. Bertha Mellick Steck, and my grandparents, Dr. Daniel Steck and Mrs. Susan Steck. TENTH: I give and bequeath the sum of Twenty-five Thousand ($25,000.00) Dollars to the FIRST LUTHERAN CHURCH OF CARLISLE, in support of the Fine Arts at First concert series. If said program does not exist at the time of my death, or ceases to exist in the future, such bequest or the remainder of such bequest, shall be used exclusively for the support of music at the FIRST LUTHERAN CHURCH. 3 ELEVENTH: All the rest, residue and remainder of my Estate, I give to the LUTHERAN THEOLOGICAL SEMINARY at Gettysburg, Pennsylvania, to be added to the Trust already created in memory of my father, Dr. Augustus R. Steck. LASTLY: I nominate, constitute and appoint my husband, PIERSON K. MILLER, to be the Executor of this my Last Will and Testament. In the event that my husband, PIERSON K. MILLER, shall be unable to serve as Executor for any reason, I appoint, KEYSTONE FINANCIAL BANK, N.A., as Executor. No Executor shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of (~' ~)~'~,,'2. ,1999. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: Margaret Steck Miller 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, MARGARET STECK MILLER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by MARGARET STECK MILLER, the Testatrix, this /~ day of o~.-ro ~5~- ,1999. ! Ma~'gAJret Steck Miller, Testatrix- ry Public Notarial Seal Joan L. Crowl, Notary Public Carlisle Boro, Cumberland County My Commission Expires April 27,. 2001 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, Pierson K. Miller and David C. Gority , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and 1999. Sworn or affirmed to and subscribed to before me by ,~,'~..~ ~, ,~- -. //~o ,~ '-w/ ~.. ~-,...-,/~, this /,~-. day of Notary Public Notarial Seal Joan L. Crowl, Notary Public Carlisle Boro, Cumberland County My Commission Expires April 23, 2001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT2$O601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11-96) NO. CD 004224 fold MANUF. & TRADERS TRUST CO SUCC KEYSTONE FINANCIAL BANK ONE WEST HIGH STREET CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 182-40-9736 FILE NUMBER: 21 04- 0494 DECEDENT NAME: MILLER MARGARET STECK DATE OF PAYMENT: 08/03/2004 POSTMARK DATE: 08/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/06/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 999,750.00 REMARKS: TOTAL AMOUNT PAID: $99,750.00 SEAL CHECK# 100379535 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/01/2004 MANUF. & TRADERS TRUST CO SUCC KEYSTONE FINANCIAL BANK ONE WEST HIGH STREET CARLISLE, PA 17013 RE: Estate of MILLER MARGARET STECK File Number: 2004-00494 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 09/04/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, Clerk of the Orphans' Court Investment Group Register of Wills Cumberland County Court House One Courthouse Square Carlisle, PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: MARGARET STECK MILLER cO- ,~:.! Date of Death: May 6, 2004 i -~ ~; ,:t Will No. 21-04-0494 toa To the Register: ~ :5: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate June 3, 2004: Margaret Steck Jakway 110 Valley Brook Drive Lancaster, PA 17601 Sara Steck Rogers 47 Bartlett Avenue Arlington, MA 02476 Duncan Graham Steck 101 Valley Brook Drive Lancaster, PA 17601 Malcolm Steck, Jr. 23 Zephyr Road Palmyra, VA 22963 Stephen McKenney Steck 652 Forest Cove Oviedo, FL 32765 Richard C. Steck II 7748 Georgetown Chase Roswell, GA 30075 Carlisle YWCA 301 "G" Street Carlisle, PA 17013 Carlisle Musical Arts Club c-o Mrs. Joan Boytim 160 Glendale Street Carlisle, PA 17013 St. James Lutheran Church 109 York Street Gettysburg, PA 17325 Mary Steck Weiford 474 Howard DeLawder Lane Mathias, WV 26812 Carlisle Chapter of the Daughters of the American Revolution c-o Mrs. Willard K. Harnish, Treas. 1413 Holly Pike Carlisle, PA 17013 Lutheran Theological Seminary 61 Seminary Ridge Gettysburg, PA 17325 First Evangelical Lutheran Church 100 East High Sttreet Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). September 3, 2004 Signature ~ /David C. Gority,/Xqce P?ident Address Manufacturers and Traders Trust Company One West High Street Carlisle, PA 17013 Telephone (717) 240-4505 Capacity: Personal Representative Cc: James D. Flower, Jr., Esq. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' REV-483 EX AFP (06-05) GREGG HAMM BOYER & RITTER PO BOX 8300 CAMP HILL PA 17001 DATE 08-01-2005 ESTATE OF MILLER MARGARET S DATE OF DEATH 05-06-2004 FILE NUMBER 21 04-0494 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 09-30-2005 (See reverse side under Objections) AmQunt Remitted I 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, submit the upper portion of this for. with your tax pa~8nt. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- ------------------------------------------------------------------------------------------ REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MILLER MARGARET S FILE NO.21 04-0494 ESTATE TAX DETERMXNATXON ACN 201 DATE 08-01-2005 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 99.750.00 3. Inheritance Tax Assessed by Other States Dr Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 99.750.00 .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID :0 -:J: ":; -,l~ :'"'1 .::-] 7" (j ., "" l;~ L.::J ,en "'" c= (7) I en ~~ ") ,-:--1 -) CJ __ ~'J i--; .---,~ Co) \.-::J - '.::) '-'---j -". -,"" .. . 3 I-on ,".-:) Ul \.D TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDlr' (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORlf FOR INSTRUCTIONS. J ~ GREGG HAMM BOYER & RITTER PO BOX 8300 CAMP HILL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE cn'Qr:JiiTf"\i:l!<" I" ! L. v.>... .. . -. -&j .ETERMINATION AND CJ' .$~i'L OF PENNSYLVANIA . ESTAtE TAX BASED ON FEDERAL CLOSING LETTER ~Lr,n, I,!li:: -5 ";.i 11: 54DATE .li,_".; .......'''' Po ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z8D60l HARRISBURG PA 17128-0601 IEY-1S'EXlFP I"-OS] 08-08-2005 MILLER 05-06-2004 21 04-0494 CUMBERLAND 202 APPEAL DATE: 10-07-2005 (See reverse side under Objections) AnIaurrt: Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: MARGARET S PA 17001 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay.ant. CUT ALONG THIS LINE -+ RETAIN LONER PORTION FOR YOUR FILES +- REY:736-Eini'FP-TU:.-ozr----iiii-NiiiicE"oF"-IiETERtiiiiAfiiiN-AifIi-AiisESiiMENy------------------------ ---- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. MARGARET S FILE NO.21 04-0494 ESTATE TAX DETERMXNATXON ACN 202 DATE 08-08-2005 ESTATE OF MILLER 1. Credit FDr State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding DiscDunt and/Dr Interest) 99,750.00 3. Inheritance Tax Assessed by Other States Dr TerritDries Df the United States (Excluding DiscDunt and/Dr Interest) .00 4. TDtal Inheritance Tex Assessed 99.750.00 5. Pennsylvania Estate Tax Due .00 6. AmDunt Df Pennsylvania Estate Tax PreviDusly Assessed Based Dn Federal Estate Tax Return .00 7. AdditiDnal Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU !lAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) s"4- Q..: COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-0494 ESTATE OF MARGARET STECK MILLER, DECEASED FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Trust Company, Executor --------------~----------------------------------------------------------------- -------------------------------------------------------------------------------- Date of Death: May 6, 2004 Date of Executor's Appointment: May 26, 2004 Date of First Advertisement of Letters: The Sentinel: Cumberland Law Journal: June 16, 23 and 30 2004 June 25, July 2 and 9, 2004 Accounting for the Period: May 6, 2004 to October 3, 2005 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: Manufacturers and Traders Trust Company, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Manufacturers and Traders Trust Company 1 West High Street Carlisle, PA 17013 (717) 240-4505 "-,' -, -, Or " ,:~j James D. Flower, Jr. Esquire .1 c:-~ . .. .">- i;'"j t."j t'-) +7r--, L) \~ SUMMARY OF ACCOUNT Estate of Margaret Steck Miller, Deceased For Period of 05/06/2004 through 10/03/2005 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Page Current Value 23 82,306.70 3-5 6 7 7-8 8-11 12 12 5,134.75 9,241.00 21,997.76 99,750.00 54,500.00 13-14 15 16-17 18-19 20 21 22 2 Fiduciary Acquisition Value 82,306.70 1,684,204.83 15,011.55 1,699,216.38 190,623.51 1,508,592.87 1,430,000.00 78,592.87 21,966.68 0.00 21,966.68 1,252.85 20,713.83 17,000.00 3,713.83 82,306.70 RECEIPTS OF PRINCIPAL CASH: OS/26/04 $150,000 F&M Trust Certificate of Deposit 2.98% due 4/28/05 - Received from Margaret S. Miller Trust Under Agreement Accrued Interest OS/26/04 Received from Margaret S. Miller Trust Under Agreement - Income Cash OS/26/04 Received from Margaret S. Miller Trust Under Agreement - Principal Cash OS/27/04 Cash found in house OS/28/04 Internal Revenue Service - 2003 Federal Income Tax Refund 06/03/04 Chimney Sweep Systems, Inc. - June Rent 06/03/04 Oanielle Zaengle - June Rent 06/03/04 De Ja Vu - June Rent - Balance Due 06/03/04 Heston Bitler - June Rent 06/09/04 M&T Bank Checking Account #428558 - Date of Death Balance Accrued Interest 06/10/04 Hoffman-Roth Funeral Home, Ine - Refund of Overpayment on Funeral Bill 06/18/04 Readers Digest - Subscription Refund 06/21/04 Ladies Horne Journal - Subscription Refund 06/29/04 Better Homes & Gardens - Subscription Refund 3 150,000.00 110.21 3,409.88 11,085.35 258.00 21,149.00 300.00 400.00 550.00 500.00 48,784.44 2.67 100.00 44.22 7.00 9.17 Fiduciary Acquisition Value 07/13/04 Smithsonian Magazine - 12.05 Subscription Refund 08/10/04 Highmark - Refund of Unused 296.38 Premium 08/17/04 Proceeds from VA Insurance 27,744.68 Policy #V3336157 - On the Life of Pierson K. Miller 08/19/04 Proceeds from New York Life 43,777.13 Policy #25843099 - On the Life of Pierson K. Miller 08/24/04 ING Insurance Policy #924041 - 36,928.62 On the Life of Pierson K. Miller 09/28/04 Comcast Cable - Refund - 4.84 267 S. College St 10/26/04 Hopcraft, Hockley & O'Donnell - 217.00 Refund 11/18/04 Conestoga Auction Company - 2,299.99 Proceeds from sale of Household Goods 12/22/04 267 College St, Carlisle, PA - 5,000.00 Transfer Sales Deposit 12/23/04 Conestoga Auction Company - 185,932.61 Proceeds from sale of Personal Property 12/28/04 Sprint - Refund 10.83 01/18/05 Marsh Advantage America - Liability Insurance Refund 267 S. College St 14.00 01/28/05 267 College St, Carlisle, PA - Received Escrow Funds 2,700.00 02/01/05 Marsh Advantage America - Liability Insurance Refund 22-24 N. Hanover St. 60.00 02/07/05 Refund of Homeowners Policy #174050885 605.00 03/07/05 Carlisle Insurance Services - Refund 358.44 03/22/05 Received from Margaret S. Miller Trust Under Agreement 2,000.00 4 05/16/05 06/09/04 OS/26/04 Carlisle Regional Medical Center - Refund PERSONAL PROPERTY: Miscellaneous Jewelry STOCKS/LISTED: 3,494 shares M&T Bank Corp - Received from Margaret S. Miller Trust Under Agreement OS/26/04 12,689.136 shares MTB PA Municipal Bond-Inst I-Fund #476 - Received from Margaret S. Miller Trust Under Agreement OS/26/04 OS/26/04 OS/26/04 06/15/04 07/08/04 99.08 0.00 307,262.36 128,794.73 6,200 shares Verizon Communications - 231,849.00 Received from Margaret S. Miller Trust Under Agreement BONDS: $10,000 Northampton PA Area 4.45% - Received from Margaret S. Miller Trust Under Agreement $10,000 Red Lion PA Mun Auth 4.5% due 12/1/05 - Received from Margaret S. Miller Trust Under Agreement REAL ESTATE/PA: 267 College St, Carlisle, PA- Sale Price 22-24 N. Hanover St, Carlisle, PA - Sale Price 10,104.80 10,163.35 254,890.00 196,370.00 TOTAL RECEIPTS OF PRINCIPAL... ............ 5 544,770.59 0.00 667,906.09 20,268.15 451,260.00 1,684,204.83 06/02/04 06/02/04 06/02/04 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL $10,000 Northampton PA Area 4.45% Net Proceeds Fid. Acq. Value 9,950.00 10,104.80 $10,000 Red Lion PA Mun Auth 4.5% due 12/1/05 Net Proceeds Fid. Acq. Value 3,494 shares M&T Bank Corp Net Proceeds Fid. Acq. Value 10,009.00 10,163.35 314,280.74 307,262.36 07/14/04 12,689.136 shares MTB PA Municipal Bond-Inst I-Fund #476 08/03/04 09/14/04 12/24/04 12/31/04 Net Proceeds Fid. Acq. Value 129,936.75 128,794.73 6,200 shares Verizon Communications Net Proceeds Fid. Acq. Value 220,652.82 231,849.00 $150,000 F&M Trust Certificate of Deposit 2.98% due 4/28/05 Net Proceeds Fid. Acq. Value 150,159.23 150,000.00 267 College St, Carlisle, PA Net Proceeds Fid. Acq. Value 269,941.35 254,890.00 22-24 N. Hanover St, Carlisle, PA Net Proceeds Fid. Acq. Value 199,515.90 196,370.00 TOTAL GAINS AND LOSSES/PRINCIPAL........... LESS LOSS............................. NET GAIN OR LOSS................... . . . . . . . . 6 Gain 7,018.38 1,142.02 159.23 15,051.35 3,145.90 26,516.88 11,505.33 15,011.55 Loss 154.80 154.35 11,196.18 11,505.33 OS/26/04 OS/26/04 OS/26/04 06/01/04 06/01/04 06/02/04 06/02/04 06/03/04 06/07/04 06/08/04 06/23/04 09/17/04 OS/28/04 06/08/04 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT Borough of Carlisle - Water & Sewer Expense Sprint - Telephone Expense Tuckey Restoration, Inc. - Cleaning out Gutters & Down Spouting Comcast Cable - Utility Expense - 267 S. College St Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St Horizon Eye Care Group - Medical Expense Tuckey Restoration, Inc. - Labor & Materials for Gutter Repair Pennsylvania Dept of Revenue - 2004 2nd Quarter Estimated Personal Income Tax Micah McCutchan - Refund of Security Deposit - 44 N. Hanover St, Apt 2 Carlisle Regional Medical Center - Medical Expense American Express - Balance Due Belvedere Medical Corporation - Medical Expense 17.82 11.84 147.00 44.84 195.04 13.00 193.02 3,420.00 518.26 99.08 438.73 36.12 FUNERAL EXPENSES TOTAL DEBTS OF DECEDENT.......... ... ..... ....... .... Hoffman-Roth Funeral Home, Inc. - Funeral Expense Carlisle Memorial Service, Inc. - Lettering for Margaret S. Miller 7 8,133.30 150.00 5,134.75 06/08/04 OS/26/04 06/01/04 06/01/04 06/03/04 06/03/04 06/03/04 06/03/04 06/03/04 06/08/04 06/08/04 06/08/04 06/16/04 06/18/04 06/21/04 06/23/04 07/06/04 07/06/04 Carlisle Memorial Service, Inc. - Barre Grey Steeled Marker with Paragon Vase for Pierson K & Margaret S. Miller 957.70 ADMINISTRATION EXPENSES TOTAL FUNERAL EXPENSES. ........ ... ..... ....... ...... Cumberland County Register of Wills - Letters Testamentary Hilton's Lock Service - 2 Cylinders Re-keyed and 5 Locks at 267 S. College St. PPL Utilities - Utility Expense Borough of Carlisle - Water & Sewer Expense - 24 N. Hanover St Borough of Carlisle - Water & Sewer Expense - 22 N. Hanover St PPL Utilities - Utility Expense - 24 N. Hanover St., 1st Floor PPL Utilities - Utility Expense - 24 N. Hanover St. Waste Management of Central PA - Utility Expense Cumberland Law Journal - Cost of Advertising and Proof of Publication Kathleen A. Jones - Appraisal Assistance Travelers Indemnity and Affiliates - Insurance Premium Borough of Carlisle - Water & Sewer Expense Comcast Cable - Utility Expense - 267 S. College St PPL Utilities - Utility Expense Sprint - Telephone Expense The Sentinel - Cost of Advertising and Proof of Publication Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St 8 920.00 66.15 156.35 15.08 291.06 116.43 44.76 58.89 75.00 100.00 775.00 15.08 44.84 53.75 28.80 122.63 992 .16 9,241.00 07/06/04 07/06/04 07/12/04 07/12/04 07/12/04 07/12/04 07/12/04 07/15/04 07/16/04 07/21/04 07/21/04 07/21/04 07/21/04 07/22/04 07/23/04 07/30/04 08/06/04 08/06/04 08/06/04 Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St Winding Hill Window Cleaning - Cleaning at 267 S. College St Borough of Carlisle - Water & Sewer Expense - 24 N. Hanover St Borough of Carlisle - Water & Sewer Expense - 22 N. Hanover St PPL Utilities - Utility Expense - 24 N. Hanover St UGI Corp - Utility Expense - 22-24 N. Hanover St Waste Management of Central PA - Utility Expense - Miller Apts PPL Utilities - Utility Expense Farmers & Merchants Trust Company - Fee for researching customer information per letter dated 7/13/04 Borough of Carlisle - Water & Sewer Expense - 267 S. College St Dauphin Oil Company - Fuel Oil Expense - 267 S. College St M&T Bank Fee for Lost Safe Deposit Box Key Sprint - Telephone Expense Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St Janet Lloyd - Public Sale Assistance Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St Darlene L. Moyer, C/P, CTCB - Real Estate Taxes - 22-24 N. Hanover St. Darlene L. Moyer, C/P, eTCB - School Real Estate Taxes - 267 S. College St S. W. Barrett Real Estate - Appraisal Fee for 22-24 N. Hanover St and 276 College St 9 212.00 77.80 30.31 561.27 40.13 115.05 62.24 85.00 5.00 16.18 213 .15 15.00 29.61 212.00 400.00 237.44 1,901.25 2,183.90 1,525.00 08/16/04 08/18/04 08/18/04 08/23/04 08/26/04 08/26/04 09/08/04 09/10/04 09/15/04 09/15/04 09/23/04 10/05/04 10/12/04 10/14/04 10/14/04 10/18/04 10/19/04 10/21/04 11/09/04 11/09/04 PPL Utilities - Utility Expense - 267 S. College St Borough of Carlisle - Water & Sewer Expense - 267 S. College St Comcast Cable - Utility Expense - 267 S. College St Sprint - Telephone Expense Marsh Advantage America - Liability Insurance on 267 S. College St Marsh Advantage America - Liability Insurance on 22-24 N. Hanover St Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St TruGreen ChemLawn - Lawn Care Treatment Borough of Carlisle - Water & Sewer Expense - 267 S. College St PPL Utilities - Utility Expense - 267 S. College St Sprint - Telephone Expense Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St M. Rutland - Buff & Clean 4 Gold Rings with Stones Borough of Carlisle - Water & Sewer Expense - 267 S. College St PPL Utilities - Utility Expense 267 S. College St Joseph Miller - Public Sale Assistance Sprint - Telephone Expense Dauphin Oil Company - Fuel Oil Expense - 267 S. College St PPL Utilities - Utility Expense - 267 S. College St Shevlin's Maintenance Service - Cleaning at 267 S. College St 10 172.06 16.18 7.71 28.76 247.00 194.00 296.80 43.04 16.18 131. 27 28.76 169.60 14.84 16.18 40.38 701. 95 28.76 171.85 31.87 259.70 11/17/04 11/17/04 11/18/04 11/19/04 12/01/04 12/15/04 12/15/04 12/30/04 01/07/05 01/13/05 01/13/05 01/14/05 01/28/05 01/31/05 02/07/05 04/12/05 Borough of Carlisle - Water & Sewer Expense - 267 S. College St Fire Protection & Safety - Annual Service Inspection Marsh Advantage America - Liability Insurance on 22-24 N. Hanover St Dauphin Oil Company - Fuel Oil Expense - 267 S. College St Sprint - Telephone Expense Dauphin Oil Company - Fuel Oil Expense - 267 S. College St PPL Utilities - Utility Expense - 267 S. College St PPL Utilities - Utility Expense - 267 S. College St Barricks Plumbing & Heating - Fix Water Leak Barricks Plumbing & Heating - Plumbing Repairs - 22-24 N. Hanover St. Hilton's Lock Service - Re-key Locks at 22-24 N. Hanover St United States Treasury - Final Services - Sharon L. Weaver Walsh's Lawn & Landscaping - Lawn Care for 267 S. College St Cumberland County Register of Wills - Filing Fee Boyer & Ritter - Tax Preparation Fee - Federal Estate and PA Inheritance Tax Returns Boyer & Ritter - 2004 Tax Preparation Fee RESERVES: Cumberland County Register of Wills - Fi 1 ing Fee 16.18 42.39 797.00 170.54 28.76 240.07 31. 24 14 .02 175.00 1,050.00 100.96 1,387.50 333.90 15.00 1,600.00 580.00 1,000.00 TOTAL ADMINISTRATION EXPENSES................ ....... 11 21,997.76 08/03/04 FEDERAL AND STATE TAXES Cumberland County Register of Wills - Pennsylvania Inheritance Tax Payment 99,750.00 TOTAL FEDERAL AND STATE TAXES....... ..... ........... FEES AND COMMISSIONS RESERVES: James D. Flower, Jr. - Attorney Fee 10,000.00 Manufacturers and Traders Trust Company - Executor Fee 44,500.00 TOTAL FEES AND COMMISSIONS.. ... ........ ......... .... TOTAL DISBURSEMENTS OF PRINCIPAL....... ......... .... 12 99,750.00 54,500.00 190,623.51 ============== Mary Steck Weiford 09/23/04 Margaret Steck Jakaway 09/23/04 Duncan Graham Steck II 09/23/04 Stephen McKenney Steck 09/23/04 Sara Steck Rogers 09/23/04 Malcolm Steck, Jr. 09/23/04 Richard C. Steck II 09/23/04 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Specific Bequest - As per Paragraph Fourth A 1 of the Will Specific Bequest - As per Paragraph Fourth A 2 of the Will Specific Bequest - As per Paragraph Fourth A 3 of the Will Specific Bequest - As per Paragraph Fourth A 4 of the Will Specific Bequest - As per Paragraph Fourth A 5 of the Will Specific Bequest - As per Paragraph Fourth A 6 of the Will Specific Bequest - As per Paragraph Fourth A 7 of the Will Daughters of the American Revolution, Carlisle Chapter 09/23/04 Carlisle YWCA 09/23/04 Specific Bequest - As per Paragraph Sixth of the Will Specific Bequest - As per Paragraph Seventh of the Will 09/23/04 Carlisle Musical Arts Club Specific Bequest - As per Paragraph Eighth of the Will 13 100,000.00 100,000.00 100,000.00 100,000.00 100,000.00 100,000.00 100,000.00 10,000.00 10,000.00 10,000.00 St. James Lutheran Church of Gettysburg 09/23/04 Specific Bequest - As per Paragraph Ninth of the Will First Lutheran Church of Carlisle 09/23/04 Specific Bequest - As per Paragraph Tenth of the Will Lutheran Theological Seminary 03/18/05 Advance Distribution TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 14 25,000.00 25,000.00 650,000.00 1,430,000.00 -------------- -------------- PRINCIPAL BALANCE ON HAND Description Current Value Fiduciary Acquisition or as Noted Value MTB Prime Money Market-Inst 1- Fund #142 78,592.87 78,592.87 78,592.87 78,592.87 --------------- ----------~---- --------------- --------------- 15 M&T Bank Corp OS/26/04 3,494 shares received from Margaret S. Miller Trust Under Agreement (3,494)shares sold 06/02/04 o Miscellaneous Jewelry 06/09/04 received MTB PA Municipal Bond- Inst I-Fund #476 OS/26/04 12,689.136 shares received from Margaret S. Miller Trust Under Agreement (12,689.l36)shares sold 07/14/04 o Verizon Communications OS/26/04 6,200 shares received from Margaret S. Miller Trust Under Agreement (6,200)shares sold 08/03/04 o 17 307,262.36 (307,262.36) 0.00 ============== 0.00 0.00 -------------- -------------- 128,794.73 (128,794.73) 0.00 -------------- -------------- 231,849.00 (231,849.00) 0.00 -------------- ---~---------- RECEIPTS OF INCOME M&T Bank Corp 06/30/04 Verizon Communications 08/02/04 DIVIDENDS TOTAL DIVI DEND INCOME..................... $10,000 Northampton PA Area 4.45% 06/02/04 $10,000 Red Lion PA Mun Auth 4.5% due 12/1/05 06/01/04 06/02/04 $150,000 F&M Trust Certificate of Deposit 2.98% due 4/28/05 07/15/04 08/02/04 09/01/04 M&T Bank Checking Account #428558 06/09/04 MTB Prime Money Market-Inst Fund #142 06/01/04 07/01/04 08/02/04 09/01/04 10/01/04 11/01/04 12/01/04 01/03/05 02/01/05 03/01/05 INTEREST 225.00 1.25 636.83 367.40 379.64 1. 24 218.60 352.46 587.07 606.93 146.29 156.77 357.90 1,307.20 1,285.51 18 1,397.60 2,387.00 3,784.60 112.49 226.25 1,383.87 3.41 04/01/05 05/02/05 06/01/05 07/01/05 08/01/05 09/01/05 934.19 275.66 300.72 303.40 334.00 350.63 MTB PA Municipal Bond-Inst I-Fund #476 06/01/04 07/01/04 08/02/04 77.25 406.12 166.52 TOTAL INTEREST INCOME......... ....... ..... OTHER INCOME 22-24 N. Hanover St, Carlisle, PA 02/09/05 Rental Income Received from Margaret s. Miller Trust Under Agreement 06/04/04 07/02/04 335.24 0.02 Income Cash Final Interest TOTAL OTHER INCOME........... . . . . . . . . . . . . . TOTAL RECEIPTS OF INCOME.................. 19 7,518.57 649.89 9,894.48 7,952.34 335.26 8,287.60 21,966.68 DISBURSEMENTS OF INCOME 06/15/04 Manufacturers and Traders 25.04 Trust Company - Commission 07/15/04 Manufacturers and Traders 121. 35 Trust Company - Commission 08/16/04 Manufacturers and Traders 212.57 Trust Company - Commission 09/15/04 Manufacturers and Traders 35.23 Trust Company - Commission 10/15/04 Manufacturers and Traders 36.41 Trust Company - Commission 11/15/04 Manufacturers and Traders 8.77 Trust Company - Corrunission 12/15/04 Manufacturers and Traders 9.41 Trust Company - Commission 01/18/05 Manufacturers and Traders 21.47 Trust Company - Corrunission 02/15/05 Manufacturers and Traders 555.57 Trust Company - Commission 03/15/05 Manufacturers and Traders 77.13 Trust Company - Commission 04/15/05 Manufacturers and Traders 56.05 Trust Company - Cormnission 05/16/05 Manufacturers and Traders 16.54 Trust Company - Commission 06/15/05 Manufacturers and Traders 18.04 Trust Company - Commission 07/15/05 Manufacturers and Traders 18.20 Trust Company - Commission 08/15/05 Manufacturers and Traders 20.04 Trust Company - Commission 09/15/05 Manufacturers and Traders 21. 03 Trust Company - Commission -------------- TOTAL DISBURSEMENTS OF INCOME. . . . . . . . . . . . . . . . . . 1,252.85 -------------- -------------- 20 DISTRIBUTIONS OF INCOME TO BENEFICIARIES Lutheran Theological Seminary 02/17 /05 Distribution TOTAL DISTRIBUTIONS TO BENEFICIARIES. ..... 21 17,000.00 17,000.00 -------------- -----------~-- INCOME BALANCE ON HAND Current Value Fiduciary Acquisition Value Description or as Noted MTB Prime Money Market-Inst 1- Fund #142 3,713.83 3,713.83 3,713.83 3,713.83 --------------- ----------~---- --------------- --------------- 22 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value or as Noted Lutheran Theological Seminary - Entire Residue Principal: MTB Prime Money Market-Inst Fund #142 78,592.87 Income: MTB Prime Money Market-Inst Fund #142 3,713.83 Fiduciary Acquisition Value 78,592.87 3,713.83 82,306.70 82,306.70 82,306.70 82,306.70 -------------- -----------~-- -------------- -------------- 23 AFFIDAVIT Manufacturers and Traders Trust Company, Executor under the Last Will and Testament of MARGARET STECK MILLER, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to its knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. 5 Trust Company, Executor Subscribed and sworn before me this (0 4. OJ-ober day of , 2005. ~4~~~c t, J<~ COMMONWEALTH OF PENNSYLVANIA _Seal Gwendolyn E. KlIIian. ~ PulJIic Carlisle Boro. Cllrnbe<Iand County My Commission EJcpiIBS Nov. 22, 2008 Member. Pennsylvania Association Of Notaries 24 .ii- '-< ...;oen ~88i,:.!~~~~;:1 ~ Hn>-3 t""'>-3> HO>-3 ;:1~~~:><: nEil1:i en Z"'t'l OOt-3Hc::=t:z:It-3~t:'H :Jj~ nt'lt:j H"': >-3"':~ fl t:j t:jPO...; 0'" 00 C/"J tE1 ~ Z ...;po>-3 >-3t'l > '-'Po 'd Ot'l ~~ ;:l >-3' 0 ...;t'ln zpoeno t'l :;:: HZO tE1C/"Jt-3I'J:jl-:lj ~ N t""'Z~ t'l H , OO~ t:QUl I'J:jHC":lt:'Z ~O t'l nO z~~ !Z~:><:~~ !" >-3"'''': 0 0< ~en:;::>-3 '" 0- . ~'d >-3HPO> -':::J '-< t'l . ~ C":l ~Hn po po t".:lHts::! Hnt"'ltdn ~('t) N .....>> ~~t'lC::o N 0 I en PO>-3~ t'l ..... 0 00 . H ~ tIl . .... ....~o "'~ 0>-3 .0 1 ...; ~ ~z c:: N ... ~~n H 0 0 Zt'l~ ~ 0 ~u;.i ... 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E-I~(/).<l :>0 HOO ~Z ZHZ <lH:><::P:::H 0:>-< Z~c..:>E-I~ ~OO~ H ~ ~ZH ~~E-IOO~ OZH OOOP:::Z c..:>~~ ~ ~O r:t. ~E-I~E-IP:::~ Z H~ 0000 ~O ~P::: :>-<E-I :>-<H E-I~<E-I~~E-IE-IOO oo~c.!:l :><::c..:>P:::ZH p:::::r:;:;;jg ~~~:> ~~~~8g88~ j7 tll'~K I.. -0 I i- 0-0" . 1:C:5 i.2o- ts- 0.- ..:10. -.o"'~ _c.CD ... .c Ul.c U - - C ~.- 0 ~- ~ ~ :; /I-cCD.Q alo- c:: rI>-al. (-4 !~;;~ :lU- ZO~O J ?2" . /;I- .Q c- lll_ :it _ c c o _! i CD! ~ .C g CD C . :i 8~16Q.<<l~ ll!: Q)>....E~ n!iii!~ ~sll!gJi j! J~i~i l!.815jifl C ji'lil~il~ f~IIj3~!!~ ~j~u hj ~ l!:? =(J~~~""O ~ ~ ~ C5 :0- > g -ClD .~ - .. :> .... (5 Q) oX ._ .c lI"l o o 0 +J N -s ~ o ....-l o N N P::: ~ ~ \0 ~ o :>-<lI"lE-l <l0 c..:> ~O 0 N ~ ~ o ~E-I P:::C")<l ~ ~ P::: ~~c.!:l ~~Z E-IOH <lE-lH E-Ic..:>H ooO~ ( I , @ ~ ~ P::: H ~ 0- 00 ~ CU- p::: C.~ 'J ~ QU P::: .......,C ~ :3: ~~ 0 H ~ Q,).- . ~u.. ~ 00 ~ ~ 'J . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Margaret S. Miller ame 0 ece en : Date of Death: May 6, 2004 Estate No.: 21-2004-0494 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: I. State whether administration of the estate is complete: Yes 0 No 0 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0. No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: 21-2004-0494 c. Did the personal representative state an account informally to the parties in interest? Yes 0 No D c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. s;~~/7 David C. Garity, Vice President - M & T Bank, Exec DatJ.AN 3 1 2006 ,'" ", ~ Name One West High Street Carlisle, PA 17013 Address 717-240-4505 Telephone No. Capacity: 0. Personal Representative o Counsel for personal representative ~1;