HomeMy WebLinkAbout03-0749Estate of
PETITION FOR PROBATE and GRANT OF LETTERS
No. 3- 7 qq
also known as
· Deceased.
Social Security No.
· !
To:
Register of Wills for the
County of C~nberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or oldeban the execut0~
in the last wilt of the above decedent, dated ~'~ [7 5~; !~.q ~
and codicil(s) dated
in the
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~r .~t ~: l o4~ ~[ . County, Pennsylvania, with
h ~.x~ last family or principal residence at ~0
(list street, number and
Decendent, then q( yearsof,age,~ied ~-i, ~ ,~ ,
Except as ~ollow~, ~ecedent did n~t ~arry, 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 $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
$
Value of real estate in Pennsvlvania
situated as follows:
~ 0o) 0oo
WHEREFORE, petitioner(x)/ respectfully requ,est(s) the prob~lte of the last will and codieit¢~
presented herewith and the grant of letters "V~'~ ~ I~ 4~v-~,'
(testamentary; administrCn c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF C~nberland
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 '~'
before me this l lth day of
~ 3
.~eDtq~ber . .~ 1~ 200 J
~fS~fia'~l~ Otto, 1st l~putf~ _P~gister.~[ . ,/~
21-2003-749
Estate Of Katherine R. -Miller , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW September 12th
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 8th 1996
described therein be admitted to probate and filed of record as the last will of
KA~-hor(n: R, [Wi I ler
and Letters Test~nor]tary
are hereby granted to Dale Upde.qraff
~ 2003, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $, 410o00
Short Certificates(10 .......... $. 30.00
RI~I~I~~.. ~-.P. age~(.7.3 $ 21.00
JCP $~ 10.00
TOTAL __ $. 471.00
Filed S.~p.t.e~ber..12th~..2003. ...........
Call Executor when letters are finished
on 9/12/03
Donna M~ Otto, 1st Register of Wi~ ~ ' ;,//_ ,. ,~ .. 7~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
21-2003-749
LAST WILL AND TESTAMENT
OF
KATHERINE R. MILLER
I, KATHERINE R. MILLER, of 540 Seventh Street, New Cumberland,
Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becoming due by
reason of my death, whether such taxes may be payable by my estate or by any recipient
of any property, shall be paM by the Executors out of the property passing under ITEM
IV of this Will, as an expense and cost of administration of my estate. The Executors
shall have no duty or obligation to obtain reimbursement for any tax so paid, even though
on proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executors to pay the expenses of my last illness and
funeral expenses from the property passing undei' this Will as an expense and cost of
administration of my estate. I direct that I be buried at the Paddletown Cemetery located
in Newberry, York County, Pennsylvania.
ITEM III:
I make the following specific bequests:
I give the sum of TWO THOUSAND DOLLARS ($2, 000. 00) to the
CHURCH OF GOD at Fourth and Reno Streets, New Cumberland,
Pennsylvania, to be utilized for the repair or alteration of the church
building.
I give my ring with the diamond in the center and eighteen small
diamonds on the sides to my niece, SARA ANN HOSIER.
I give my diamond necklace with one diamond in the center and
small stones to my niece, SHIRLEY HAMBURG.
I give my wedding band and engagement ring with diamonds on side,
to ROSE MARIE UPDEGRAFF.
I give my amethyst ring with diamonds and my diamond wristwatch
to my niece, LORRAINE DEWEES.
I give my mink coat and amethyst bracelet to TRA CY UPDEGRAFF.
2
(g) I give my coin collection to my nephew, DALE UPDEGRAFF.
ITEM IV: (a) I devise and bequeath all the rest, residue and
remainder of my estate of whatsoever nature and wherever situate, together with any
insurance policies thereon, as follows:
(i) Twenty-five percent (25%) to my niece, SARA ANN HOSIER, if
living, otherwise to her issue, per stirpes;
Twenty-five percent (25%) to my niece, SHIRLEY HAMBURG, if
living, otherwise to her issue, per stirpes;
(iiO
Twenty-five percent (25%) to my niece, LORRAINE DEWEES, if
living, otherwise to her issue, per stirpes; and
Twenty-five percent (25%) to my nephew, DALE UPDEGRAFF, if
living, otherwise to his issue, per stirpes.
(b) If any of the foregoing nieces or nephews dies without issue surviving,
his or her share shall be divided equally among my remaining nieces and nephews or
their issue, per stirpes, as the case map be.
(c) If none of the foregoing beneficiaries survive me, my estate shall be
paid to my heirs who wouM be entitled thereto under the Intestate Laws of Pennsylvania
in effect at my death as though I had died intestate.
ITEM V:
power of appointment.
No provision of this Will is intended to exercise any
ITEM VI: No interest of any beneficiary under this Will or any
codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and
the personal receipt of such beneficiary shall be the sufficient and only discharge of my
Executor unless otherwise provided herein.
ITEM VII: In the settlement of my estate,
possess, among others, the following powers:
my Executor shall
(a) To retain any investments I may have at my death, as long as the
Executor deems it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such terms and
conditions as my fiduciaries may deem advantageous to the estate, any or all real or
4
personal property or interest therein owned by the estate,
purchasers to see to application of the purchase monies;
without liability on the
them;
To distribute in cash or kind or party in each at valuations fixed by
(d) To compromise controversies; and
(e) To do all other acts in the Executor's judgment deemed necessary or
desirable for the proper and advantageous management, investment and distribution of
the estate.
ITEM VIII: Any person who shall have died at the same time as I
shall have, or in a common disaster with me, or under circumstances that the order of
our deaths cannot be established by proof, or within thirty (30) days of my death, shall
be deemed to have predeceased me.
ITEM IX: I hereby nominate, constitute and appoint my nephew,
DALE UPDEGRAFF, to be the Executor of this my Will. In the event my sam nephew
cannot act or refuses to act as Executor for any reason, I nominate, constitute and
appoint my niece, SARA ANN HOSIER, to act as alternate Executn'x in his place. The
Executor is specifically relieved from the duty or obligation of filing any bond or other
security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding five (5) pages, at the end of each
page of which I have also set my initials for greater security and better identification this
8th day of July, 1996.
KATHERINE R. MILLER
We, the undersigned, hereby certify that the foregoing Will was signed,
sealed, published and declared by the above-named Testatrix as and for her Last Will and
Testament, in the presence of each other, have hereunto set our hands and seals the day
and year first above written, and we certify that at the time of the execution thereof, the
said Testatrix was of sound mind and memory.
J dy L. ~oisve'~t
Dianna Stopin~ki
Residing at: 505 Stevens Road
York Haven, PA 17370
Residing at: 320 Plaza Apartments
Lebanon, PA 17042
6
A CKNO WLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
I, KATHERINE R. MILLER, Testat'x, 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 and Testament;
that I signed it willingly, and that I signed it as my free will and voluntary act for the
purposes therein expressed.
KATHERINE R. MILLER
Sworn to and subscribed
before me this 8th day
/ NOTARY PUBLIC
My Commission Expires:
NOTARIAL SEAL
E~ra ~umlde-Sulttvan, Nolan/Publle
New Cumberland Bom. C.mbedand Co.
(SEAL)
7
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, Wendy L. Boisvert and Dianna Stopinski, 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, KATHERINE R. MILLER, sign and
execute the instrument as her Last Will and Testament; that Testatrix signed willingly and
she executed said Will as her free and voluntary act for the purposes therein expresse&
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 eighteen (18) or more
years of age, of sound mind and under no constraint or undue influence.
_ _ WiT SS -
WITNESS
Sworn to and subscribed
before m¢_zpis 8th day
My Commission Expires:
NOTARIAL SEAL
I~ Sumple-Su#ivan. Notmy Pul~ic
Nlw Cumbe~mr~l Bom. Cumbed~u~l Co.
(SEAL)
ani~
MILLER
LAW OFFICES
BARBARA SUMPLE-SULLIVAN
549 BRIDGE STREET
NEW CUMBERLAND, PENNSYLVANIA 17070-1931
Name of Decedent:
Date of Death:
Will No. TOO
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Admin. No. ~/~ z i --0 3---o7 5"/
To the Register:
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 on _~of~ !{.r2) ~00'~ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone-'] 13)
Capacity: ~'~_ Personal Representative
__.Counsel for personal representative
Glenda Farner Strasbaugh
Register of Wills &
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq.
Solicitor
OFFICES OF
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Fax: (717)240-7797
~egister ,f ~ill5 anb Clerla af toe Orpban~' Court
C~untp of Cum§erlanl~
FACSIMILE TRANSMITTAL SHEET
TO: FROM:
Department of Revenue Margie Wevodau
COMPANY: ~ ~L PHONE:
~ (.~ ~ 717-240-6344
FAX NUMBER:
DATE:
Tuesday, May 18, 2004
[] URGENT
TOTAL NO. OF PAGES INCLUDING COVER:
[] FORREVIEW [] PLEASE COMMENT [] PLEASE REPLY [] PLEASE RECYCLE
As requested by Dale Updegraff, Executor, here is a copy of the REV-1500. The tax payment
was received on 3/4/04 on Receipt No CD003640.
504 Lamp Post Lane
Camp Hill, PA 17011
February7,2004
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Attn: Register of Wills
Gentlemen:
Listed below is an invemory of the estate for Katherine R. Miller.
16 Bank CD's
Prudential Common Stock
PNC Common Stock
Cash on Hand
New Cumberland Property
l~rsanal Goods
$713,180
845
101,896
25,000
125,000
5,000
Total $970,921
Sincerely,
Dale Updegraff
Executor
' .EV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
JREV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCiA[ USE ONLY
FILE NUMBER
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Miller, Katherine R.
z 172-~1-3354-
t'~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
w Sept 7, 2003 April 9, 1908 REGISTER OF WILLS
ILl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
DJ
::~] 1. Original Return
r--i 4. Limited Estate
::~6. Decedent Died Testate (Attach copy of Will)
---1 Litigation Proceeds Received
[~2. Supplemental Return
I'-'"~ 4a. Future Interest Compromise (date of death after 12-12-82)
"--]7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
NAME
Dale Updegraff, Executor
FIRM NAME (IfApplicable)
TELEPHONE NUMBER
(717) 761-6104
I-~ 3. Remainder Return (date of death prior to 12-13-82)
'--']5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[~] 11. Election to tax under Sec. 9113(A) (Attach ScL O)
COMPLETE MAILING ADDRESS
504 Lamp Post Lane
Camp Hill, PA 17011
1. Real Estate (Schedule A) (1) $ 123 ~ 592.20
OFFI,
14.
2. Stocks and Bonds (Schedule B) (2) 10_~; 91 9'., 60
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0
4. Mortgages & Notes Receivable (Schedule D) (4) 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 7-~8: Z~8~- -~ 5
(Schedule E)
0
6. Jointly Owned Property (Schedule F) (6)
[--~ Separate Billing Requested
4,526. O0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 56,586 · 36
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) O
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8) $970,522.15
(11) 56 ,~ 586.36
(42) 913,935.79
(13) 2, OOOo CO
911',935.79
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 __ (15)
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14taxable at collateral rate 911; 9_~- 79 x .15 (18)
19. Tax Due (19)
:~156 , 790. 56
Decedent's Complete Address:
STREETADDRESS 51,.~0 ,..7~,/ 6..~,
CiTY
z,%0
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)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(1) ,~'156 , 790. 56
(3)
(4)
(5)
(5A)
(5B)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
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 OFTHE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Beclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF ~I?.ON RESPONSIBLE FOR FILING RETURN
, -
ADDRESS ,-.¢'-~ ~ [
SIGNATURE OF PREPARER OTHER TI¥,N REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 RS. §9116 (a) (1.1)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paten
or a stepparent of the child is 0% [72 RS. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 RS. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV;.1502 EX+ (6-98L ~~
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Katherine R. Miller 2003-0079 P.& File No. 21-03-07#9
All real proper~y owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
VALUE AT DATE
DESCRIPTION OF DEATH
Single family house, 1,381 Sq. ft. ~uilt new b~ decedant and
husband (also deceased). Deeded May 11, 1956, Eeed B~ok E17,
Page 28.
Appraised Oct. 2, 2003 by CentralPenn Appraiser~
St. Shiremanstown, P& 17011 at $129,000.
Sold to Sohair S. Mekhail and Boushra H. &bd E1
for $125,000.
Less:
Settlement charges to
seller: :$1,383.09
Unpaid adjustments by
seller:S2#.71
TOTAL (Also enter on line 1, Recapitulation
, 2# West Main
Malak
$125,000.00
:~I,~O7.80
$ 123,592.~0.
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Katherine R. Miller
FILE NUMBER
2003-0079 PA File No. 21-03-07#9
ITEM
NUMBER
1.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
DESCRIPTION OF DEATH
$I o3,233.6o
2,1~0 Shares PNC Common Stock CUSIP 693475~05
22 shares East Utah Mining Co. capital stock
Certificate~L #32~82
22 shares East Utah Mining Co. capital stock
Certificate #22178
~7.9 shares Prudential Stock ~36.77
6 shares Magnum Hunter Resources stodk
TOTAL (Also enter on line 2, Recapitulation)
658.q8
27.82
$ '103,9'19.60
(If more space is needed, insert additional sheets of the same size)
· REV-1508 EX +~1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& BISC.
PERSONAL PROPERTY
EST~E OF FILE NUMBER
Katherine R. Miller 2003-0079 PA File No. 21-03-0749
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of suwivorshi ~ must be disclosed on Schedule F.
ITEM
NUMBER
10.
DESCRIPTION
PNC checking account # 0313112738:5140221318 2224
Cash and coins on Hand
Contents of house: Buyout
2201 Market St., Camp Hill,
Certi£icates of Deposit:
Community Banks ~800071831
#~8oo~7183o
COmmerce Bank
t~-120O202
j*-'1200048
;¢12000192
#
//052-0156975
~¢316o~o212663
#310(Y210978
//39900151259
Fulton Bank
PNC Bank
PA State Bank #011307
#o1115o
Waypoint Bank
;f7100017584
//700002997
~¢756293337
,¢7100019079
00070168
Legacy Bank
by Cordier Antiques,
Pi 17011
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
2,737.22
2,454.00
46,000.00
30,000.00
20,000.00
25,000.00
20,000.00
52,019.70
96,818.44
78,000.00
50,000.00
35,000.00
39,198.28
35,013.00
10,000.00
20,009.00
25,000.00
131,121.71
$738,g84.35
REV-1510 E~ + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHER{TANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Katherine R. Miller 2003-0079 P,r~. File No. 21-O3-O7~9
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM ~NCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE.
VALUE OF ASSET INTEREST (IFAPPLICABLE)
1, Sara Ann Hosier {nieae) diamond ring
transferred Oct. 19, 2005 $~, 900. O0 :~1,900. O(
2. Shirley Hamburg (niece) diamond
necklace transferred Oct. 19,2003 ~$, 200. O0 !~;q, 200.0¢
3. Lorraine DeWees (niece) Transferred
Oct. ~9,2003: Diamond watch ~50.00 $q50.0£
Amythyst ring ~:i~200. O0 ~200. OC
4. Dale Updegraff (nephew) coin collec-
tion transferred Oct. ~ 9,2003 ~26~. O0 ~$26~. 0£
5. Rose Marie Up~egraff (wife of nephew
Wedding ring and band transferred
Oct. 19,2003 $800. O0 ~800. OC
6. Tracy Pswelski (daughter of Nephew)
Transferred Oct. 19,2OO3: Mink coat 0 0
bracelet $~ 5. OD ;~ 5. O0
TOTAL (Also enter on line 7, Recapitulation) $ ZI', 52~. OD
(If more space ~s needed, insert additional sheets of the same size)
RE'~-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Katherine R. Miller 2005-0079 PA File No. F~-N~--E~7~9
Debts of decedent must be reported on Schedule ].
ITEM
NUMBER
5.
6.
7.
DESCRIPTION
FUNERAL EXPENSES:
Parthemore Funeral Home, New Cumberland, Pa.
Complete funeral services (see attached details)
Food related to funeral
Gravestone inscription, Gingrich Memorials
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Dale Updegraff, Executor
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 50~ Lamp Post Lane
City Camp Hill
Year(s) Commission Paid: 200/J,-
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
State PA Zip 1701'1
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
~xReturnPreparer'sFees (H ~ R B1och, IRS Tax Retunn and
PA State income tax)
Dale Updegraff - Placement of ads in Carlisle
Sentinel and Cumberland County Law Journal
Dale Updegraff - Property appraisal paid to Central
Penn Appraisals.
Dale Updegraff - mileage '1078 miles ~56¢/mile
Dale Updegraff - Copying, stamps, FAX, mailings,
phone calls, and misc.
TOTAL (Aisc enter on line 9, Recapitulation)
(If more space is needed, insed additional sheets of the same size)
AMOUNT
81.21
200. O0
~/~,000.00
$681.00
$188.00
$'1#9.75
$275.00
$588.08
~95.50
$ 56,586.56
Estate of Katherin~ R. Miller File~ 2003-0079 PA File ~21-03-07~9
Continuation of Schedule H
Estate checks to:
Bret Adams Lawn Care
UGI - gas
PP&L - electric
Verizon - phone
PA American Water Co. - water
PHC Bank - estate checks
Borough of New Cumberland - sewage and trash
New Cumberland Insurance Agency - house insurance
~2~5.00
366.66
67.75
60.86
57.55
82.80
57.#3
REV;1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Katherine R. M±ller 2003-0079 P~ File No. 21-03-0'749
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEI'VING PROPERTY Do Not List Trustee(s) OF ESTATE
I
1.
II
1.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Sara Ann Hosier,
219 Beynon Rr., Clarks Summit, Pa.
Shirley Hamburg
11100 W. 99th Terrace,
~ 66214
Overland Park,
Lorraine DeWees
518 Harding St., New Cumberland, Pa
17070
Dale Updegraff
504 Lamp POst. Lane, Camp Hill, PA 1701
Niece
Niece
Niece
Nephew
One-fourth
One-fourth
One-fourth
One-fourth
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARI~BLE AND GOVERNMEN~L DISTRIBUTIONS
First Church of God,
323 Reno St., New Cumberland,
Pa. 17070
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
~2,000.00
$ 2,000°00
(If more space is needed, insert additional sheets of the same size)
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 003640
UPDEGRAFF DALE
504 LAMP POST LANE
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 172-01-3354
FILE NUMBER: 2103-0749
DECEDENT NAME: MILLER KATHERINE R
DATE OF PAYMENT: 03/04/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 09/07/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $136,790.36
TOTAL AMOUNT PAID'
$136,790.36
REMARKS:
~- ..... SEAL
DALE UPDEGRAFF,EXECUTOR
CHECK//1053
INITIALS: AC
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVTSION
DEPT. Z&0601
HARRISBURG, PA 17128-0601
DALE R UPDEGRAFF
50q LANP POST LN
CARP HILL
CONMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTICE OF ZNHER/TANCE TAX
APPRAISEMENT, ALLOHANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 05-31-200q
ESTATE OF MILLER
DATE OF DEATH 09-07-2003
FILE NUMBER 21 03-07~9
:~IJNTY CUMBERLAND
ACN 101
Amoun't: Remi'l:"l:ed
REV-I$,~7 EX AFP
KATHERINE R
MAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTTON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERTTANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER KATHERINE R FILE NO. 21 03-07~9 ACN 101 DATE 05-31-200q
TAX RETURN HAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATTON CONCERNING FUTURE TNTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($)
~. Nor~gages/No~es Rece/vable (Schedule D) (~)
5. Cash/Bank Deposits~Misc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Proper~y (Schedule F) {6)
7. Transfers (Schedule G) (7)
8. To,al Asso~s
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expensos/Adm. Costs~Misc. Expenses (Schedule H) (9)
10. Deb~s/Hor~gage Liabilities/Liens (ScheduZe Z) (10)
11. To,al Deductions
12. No~ Value of Tax Re~urn
123~592.20
103/919.60
.00
.00
738/~8q.35
.00
~/526.00
(8)
56,586.36
.00
NOTE: To insure proper
credi~ ~o your account,
submi~ ~he upper por~ion
of ~his form wi~h your
~ex payment.
13.
NOTE:
970,522.15
(15) .00 x O0 = .00
(16) .00 x 0~5= .00
(17) . O0 x 12 = . O0
(18) 911,935.79 x 15 = 136,790.$6
(19)= 136.,790.36
CD0036q0
D/SCOUNT {+)
INTEREST/PEN PAID (-)
.00
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
136,790.36
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ASSESSMENT OF TAX:
15. Amoun'i: of Line lq a~ Spousal ra~e
16. Amoun'l' of L/ne lq ~axable a~ Lineal/Class A ra~e
17. Amoun~ of Line lq m~ Sibling ra~e
18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDZTS:
PAYMENT RECE TpT
DATE NUMBER
03-0q-Z00q
136,790.$6
.00
.00
.00
( IF TOTAL DUE ]~S LESS THAN $1, NO PAYMENT 1S RE{)UIRED.
IF TOTAL DUE 1S REFLECTED AS A 'CREDZT' (CR}, YOU HAY BE DUE
A REFUND. SEE REVERSE SZDE OF THIS FORM FOR 1NSTRUCTIONS.)
Chari~:able/Governmen~:al Bequests; Non-elected 9115 Trusts (Schedule J) (15) 2,000. O0
Ne~: Value of Es~a~e Sub~ec~ ~o Tax (lr,) 911,935.79
Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
913,935.79
RESERVATION: Estates of decedents dying an or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
Zifa or for years, the Commonwealth hereby expressly rasmrves the right to appraise and assess transfer Inheritance Taxes
at the laHfuI Class B (collateral) rate on any such future interest.
PURPOSE OF
HOT[CE:
PAYHENT:
REFUND (CR):
OBJECT[OHS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S.
Section 9140).
Detach the top portion of this Notice and submit Hith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, .hich Has nat requested on the Tax Return, may be requested by compZeting an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13[3). Applications are available at the Office
of the Register of #ills, any of the 23 Revenue District Offices, or by calling the special [4-hour
answering service for forms ordering: 1-800-362-Z050; services for taxpayers ,ith special hearing and / or
speaking needs: 1-800-q47-5010 (TT only).
Any party in interest not satisfied Hith the appraismmant, olio.anco, or disallowance of deductions, or assessment
of tax (including discount or interest) as sho. n on this Notice must object Hithin sixty [60) days of receipt of
this Notice bY:
--written protest to the PA Department of Revenue, Soard of Appeals, Dept. 18101[, Harrisburg, PA 17118-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in Hriting to: PA Departs. ant of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment RevieH Unit, Dept. 180601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid .ithin three (3) calendar months after the decedant's death, a five percent (5Z) discount of
the tax paid is a11o.ed.
The 15X tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and nat
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 tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning Hith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes Hhich became delinquent before January 1, 1982 bear interest at the rate of
six (6X) percent per annum calculated at a da[Iv rate of .000164. A11 taxes Hhich became delinquent on and after
January 1, 1981 will bear interest at a rate ~hich ~ill vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .000548 ~)'~'8-1991 llX .000301 ZOO1 9X .O00Zq7
1985 161 .000438 1992 91 .000247 ZOO[ 6Z .000164
198~ 112 .000301 1993-1994 71 .OOO191 2005 52 .000137
1985 131 .000556 1995-1998 9Z .000247 Z004 41 .000110
1986 lOX .000274 1999 7Z .000191
1987 101 .000Z74 ZOO0 7Z .000191
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPA/D X NUIIBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent Hill 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
Not[ce, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/15/2005
UPDEGRAFF DALE
504 LAMP POST LANE
CAMP HILL, PA 17011
RE: Estate of MILLER KATHERINE R
File Number: 2003-00749
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:
9/07/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
,~~~
GLENDA FARNER STRASBAilGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
L
~
--
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 1) Ci ~L1<\.' (11 e tL, ~'l't II t' ~
DateofDeath:~ ,- '( - .2_00'3
Estate No.:
'2/ 0 ~ / (J llfi
Pmsuant 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:
1, State whether administration of the estate is complete:
Yes~ 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 ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso~epresentative state an account informally to the parties in
interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
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