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
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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;