HomeMy WebLinkAbout03-0039 ~"~' PETITION FOt .JBATE ami ~T OF
F-rzate of ~ E. Miller No.
also known ~ To:
R~t~ of W~ for the
Dece~ed. Co~ of ~rland in
Soctat Security No. 213-14-0640' Co~onw~ of Pennsyiv~ia
The ~etition of the undersign~ r~pecffully r~r~ents
Your ~etitioncr(s), who is/~18 years of age or older ~ the ~e~t~ix nam:~
in the i~t will of thc above d~ent, dated F~rua~ 18 19 97
and codicil(s) dated
(state ret~vant circumstance, ~.g. r~mm~-iation, d~ath of ex~--u~or,
Decendent was domiciled at death in Clanberland
County., Pe_nnsylvania~, with
363 Park Ave.~ New ~umDer±and B6rougn,
h ~r _ last family or principal residence at
Ctan~rland County, PA
(list street, number and muncipality)
Decendent, then 95 years of age_., died January 4t 2003
at ..Messiah V±llage, Upper Allen 'lxvp.r Cum~rland County, Pa '
Except as follows, decedent did not marry, wan not divorced and did not have a child bom or adopted
after execution of the will offered for probate; was not the victim ora killing and was never adiudicated
incompetent: _ -
Decendent at death owned property with estimated values a~ follows:
(If domiciled in Pa.) All personal property $300t000.00
(I£ eot domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $.
vaiu~ of real estate in Pennsylvania $108.000., 00
situated ~ follows: 363 Park Ave. t New Cum~rland. Cum~r]and Coun~,e PA
WHEREFORE, petitionerU) respectfully request(s) the probate of the la.st will and codicil(s)
presented here~vith and the grant of letters testamentary
theron. , (testamentary. administration e-t.a.; administration d.b.n.c.na.}
.- ..
~. = Bernardine A. Miller
~ ¢ 363 Park Avenue
~'= New ~rland, PA 17070
OATH OF PERSONAL REPRESF_,NTA~VE
COMMONWEALTH OF PENNSYLVANIA ]
COUNTY OF CUMS~
3'
The petitioner(.~) abovc-namec! swear(s) or affirm(s) thai the statements in the foregoing petition are
true and corr,.-ct re the best of the knowledge and belief of petitioner(s) and that a.s personal represen-
tativeis) of the above decedeni petitioner(s) wilI weft and truly administer the estate according to law.
Sworn to or affirmc-d and subscribed :~--~-~'~ f~7;. ~~-
before me this 14th day of f Bernarcline A. Miller
-. .3amlg~¥ ?003 ~ 19 ~ aZ
No.
Estate of Margaret E. Miller , DeceaSed
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW J.n3!'3.~.~Y ! 5, 7003 k'~9~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated February 18. ~997
described therein be admitted to probate and filed of record ~ the l~t wfl of ~rq~eE E.
and Letters Tes~o~n~o~
arc hereby granted to ~d~ ne g. ~ller
Pro'oa~e, Letters, Etc .......... $ 340.00
Short Certificates( ) .......... $ 1 5. O0 A1TORNh'Y (Sup. Ct. I.D. No.;
myex~~ .e.x?..a.p.a.g.e.s.... $,, qp..O0
414 Bridc~e St., New Cumberland, PA 17070
.j cp $. 10. O0 ~nDR~S
TOTAL $. 377.00
(717) 774-7435
Fiiee ........ .1 .-3.fi.~ 2. Q9~ .................
maS]ed to arty 1-~5-~003 PHONE
This is to certify that the information here given is correctly copied ti'om an original
Local Registrar. The original certificate will be fbrwarded to thc State Vital Records (')f'ficc
WARNING: It is illegal to duplicate this copy by photostat
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAME OFOECEOENTIF dd , ..... .... SEX ISOCIAL ~CURITY NUMBER IOAT E OF OEATH ~M~.nlh. Oa¥. '.,
,. t4argaret E. Miller ,.Female ,. 213 --!4 --0640 ,.January 4, 2003
' ~Dec6,1907
~ 95 ~'" ~ . .altim°re'Md' '~'~ t~"'~ ~ ,~ ~s~
Cumberland ~pper Allen Twp. ~O~ ~~ I"'--'--"--'" 'o-White
__ ~CE~m'SUSUAL~U~ [ ] U.S.~MEOFO~ES? I IS~,b~h~*~c~ mTALS~US-~ S~IV~
I[omemaker i Home ~ '-~ I (o,~) I ~"~ ~a~~
~r.. ll,b. , I~. I~3' I ~ ' .
/6~ P~rk ~ve~ue ~zu~ .Lmm. ~ . · ·
New Cumberland,PA 17070 ~'
~) -..~ ~o, New Cumberland
p~ ,~.~ Cumberland
,,._George A. Evering ,,. Catherine A. Kuhn
~.Bernard~ne A. ~iller ~363 Park Avenue, Rew Cumberland,PA 17070
~E ~ ~T~ ~E ~ ~ - N~ ~ C~e~. Cr~ IL~- C~, ~e, ~ ~
~ ~ c,~ ~ ~ ~ m~. ~ I(u~' ~Y' ~)
I
~,--~ ~,~~ ~ ~[January 21 , 2003 ]Arlington National Cem. I,,~rlington, VA 22211
I
. New
.,,/J~~ ~/~7, ~/, I~WO 012342-L ~one&MurrayFH408 3rd St Cumberlan~,~R
~ ~ (~ ~ A C~EOUE~E ~: 1
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ep\wills\miller.me\2-97
LAST WILL AND TESTAMENT
OF
MARGARET E. MILLER
J/-o3
I, }.~ARGAR~T E. MILLER, of the ~orough of New C~berland,
Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I: I direct that my Executrix hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I desire that my remains be buried beside those of my
husband in the Arlington National Cemetery in Arlington, Virginia.
ITEM III: All the rest, residue and remainder of my estate,
whether real, personal or mixed, and wheresoever situate, I hereby
give, devise and bequeath unto my daughter, BERNARDINE A. MILLER, or
if she does not survive me, then unto her issue, if any, in equal
shares, per stirpes.
ITEM IV: If neither my daughter, BERNARDINE A. MILLER, nor any
issue of hers survive me, then I give, devise and bequeath all the
rest, residue and remainder of my estate, whether real, personal or
mixed, and wheresoever situate as follows:
A. One-seventh (1/7) unto my sister, BERNARDINE BOWDEN, if
she survives me. If she does not survive me, then unto my living
brothers and sisters in equal shares, per stirpes.
Page 1 of 5
B. One-seventh (1/7) unto my niece, PATRICIA EVERING PTAK,
or if she is not living, then unto her issue, per stirpes.
C. One-fourteenth (1/14) unto my nephew, WILLIAM E.
MERRIAM, or if he is not living, then unto his issue, per stirpes.
D. One-fourteenth (1/14) unto my niece, SUZANNE MERRIAM, or
if she is not living, then unto her issue, per stirpes.
E. One-seventh (1/7) unto my sister, ESTELLE JENDREK, or if
she is not living, then unto her issue, per stirpes.
F. One-fourteenth (1/14) unto my niece, MARGARET
ZAWISTOWSKI, or if she is not living, then unto her issue, per stir-
pes.
G. One-fourteenth (1/14) unto my niece, MARSHA BARTLES
CRAWFORD, or if she is not living, then unto her issue, per stirpes.
H. One-seventh (1/7) unto my sister, MILDRED REINSFELDER,
or if she is not living, then unto her issue, per stirpes.
I. One-seventh (1/7) unto my brother, GEORGE EVERING, or if
he is not living, then unto his issue, per stirpes.
ITEM V: I appoint my daughter, BERNARDINE A. MILLER, Executrix
of this my last will. Should my daughter, BERNARDINE A. MILLER, fail
to qualify or cease to act as Executrix, I appoint GEORGE C. EVERING,
JR., and MARIANNE REINSFELDER RAMBARAN, Co-Executors of this my last
will. Should either GEORGE C. EVERING, JR., or MARIANNE REINSFELDER
RAMBARAN fail to qualify or cease to act, then the remaining Co-
Executor shall act as my sole Executor.
Page 2 of 5
ITEM VI: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, MARGARET E. MILLER, have hereunto set my
hand and seal this (~ day of ~.L~~/~ , 1997.
!
' M~RGARET E. MILLER
SIGNED, SEALED, PUBLISHED and DECLARED by MARGARET E. MILLER, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses.
~ness~// - ~-3~'''~- Address
Witness d Address
COMMONWEALTH OF PENNSYLVANIA:
: SS:
COUNTY OF CUMBERLAND :
I, MARGARET E. MILLER, the 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 this instru-
Page 3 of 5
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
Sworn to or affimed to and acknowledged before me by MARGARET E.
MILLER, the Testatrix, this f~ day of ~;~ , 1997.
Notary Pu~ic
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
We, ~'~)~,,.~ ~. ~¢ and
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
Page 4 of 5
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
,.~r~n to or affirmed to and acknowledged before me by
witnesses, this /~ day of ~~ , 1997.
._ Notary Publ~-~
Page 5 of 5
LAST WILL AND TESTAMENT
OF
MARGARET E. MILLER
STONE, LAFAVER 8: STONE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
414 BRID(~E STREET
NEW CUMBERLAND, PA 17070
COMMONWEALTH OF PENNSYLVANIA REV-11 62 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002388
STONE DAVID HEAN ESQUIRE
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..........
101 $19,000.00
ESTATE INFORMATION: SSN: 213-14-0640
FILE NUMBER: 21 03-0039
DECEDENT NAME: MILLER MARGARET E
DATE OF PAYMENT: 04/03/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/04/2003
TOTAL AMOUNT PAID: $1 9,000.00
REMARKS' DAVID HEAN STONE ESQUIRE
CHECK//1303
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: MARGARET E. MILLER
Date of Death: JANUARY 4, 2003
Will No. 21-03-0039
To the Register:
I certify that notice of beneficial interest 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
January 21, 2003.
Bernardine A. Miller
363 Park Avenue
New Cumberland, PA 17070
Notice has now been given to all persons entitled thereto under
Rule 5 6(a)
Dav~'d'H. §d8~e, Esquire
41~ Bridge Street
Ne~ Cumberland, PA 1~0~0
~17-~4-7435
Capacity: Personal Representative
X Counsel for Personal
Representative
REV-I~(% EX (6-00) OFFICIAL USE ONLY
~ COMMONWEALTH OF
PENNSYLVANIA REV-I$00
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN F,LENUMBER
HARRISBURG,
PA
17128-0601
21 -- 2003 0039
RESIDENT DECEDENT cou~ooDE
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I-- M±ller Margaret ~. 213 14-0640
Z ~
LLI DATE OF DEATH (MM~DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) TH~S RETURN MUST BE FILED IN DUPLICATE WITH THE
uJ 01/04/2003 12/06/1907 REGISTER OF WILLS
LU IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~"' I×1 1. Original Return ~ 2. Supplemental Return
~ 3. Remainder Return (d~to of death prior to ~2-13-82)
I I 4. Limited Estate I I 4a Future Interest Compromise (~ate of death a~ter ~2-t2-82) ~ 5. Federal Estate Tax Re~um Required
LLI
I.X.I 6 Decedent Died Testate (Attach copy of Will) II 7. Decedent Maintained a LMng lrust (&ttao~ copy of Trust) 9. Total Number of S~fe Deposit Boxes
<~O- ~-] 9. Litigation Proceeds Received [--] 10. Spousal Poverty Credit (d .... fd ............ 23191and1-l-9~} r-~ 11. Election to tax under Seo. 9113(A)IAttachSchO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
z'-' :David H. Stone, w..squ-[re
O
o. FIRM NAME (If Applicable) 414 Bridge Street
'" New Cumberland, PA 17070
x Stone LaFaver & Shekletskl
0 TELEPHONE NUMBER
717-774-7435
1. Real Estate (Schedule A) (1) 107, 625 60 ~' -
· c OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 0 · 00 t..,.}
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0 . 00
4. Mortgages & Notes Receivable (Schedule D) (4) 0. 00
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5) 5 0 0 . 0 0 ~
Z 6. Jointly Owned Property (Schedule F) 276,707 16
O (6)
~' ~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 73,818.07
~ (Schedule G or L)
A- 458,650 84
,~ 9. Total Gross Assets (total Lines 1-7) (8) ·
UJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
0. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule l) (10) 47,833.83
11. Total Deductions (total Lines 9 & 10) ( 11 ) 80,832.06
2. Net Value of Estate (Line 8 minus Line 11) (12) 377,818.78
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election totax has not been
made (Schedule J) (13) 0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 377,818.7 8
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) 0 . O0 x .00 (15) 0.00
O
~- 377,818 78 17,001.85
< 16. Amount of Line 14 taxable at lineal rate · x .045 (16)
I.-
D 0.00 0.00
a. 17. Amount of Line 14 taxableat sibling rate x.12 (17)
O
O 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00
X
I- 19. Tax Due (19) 17,001.85
> · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W4645 1.000
D~cedent's Complete Address:
STREET ADDRESS
363 Park Ave.
CITY ] STATE ZIP
New Cumberland ] PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 17 f 001.85
2. Credits/Payments
A. Spousal Poverty Credit 0.00
B. Prior Payments 19,000.00
C. Discount 1 r000' 00
Total Credits(A+B+C) (2) 20,000.00
3. Interest/Penalty if applicable
D Interest 0.00
E. Penalty 0.00
Total Interest/Penalty (D + E) (3) 0.0 0
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4) 2 r 998,15
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payab/e 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? ................. r'-]
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? ................................ r~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ' DATE
New Cumberland~ PA/ 17070
SIG~~~TIVE DATE
ADO~tre~t' ' --
New Cumberland, PA 17070
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. § 9916 (a) (1.1) (i)].
For dates of death on er 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 P.S. § 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates cf death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased chiid twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. § 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 P.S. §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 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
2W46461.000
REV-1502EX + (1-97)
, SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Miller, Margaret E 21-2003-0039
All real property 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 know~edge of the relevant facts. Real property which is jointly-owned with
right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. Property located at 363 Park Ave., New Cumberland, Cumberland 107,625.60
iCounty, PA at assessed value $106,560.00) times CLR (1.01)
TOTAL (Also enter on line 1, Recapitulation) $ 1-0'7,625.60
2w4695 2.0oo (if more space ~s needed, insert additional sheets of the same size)
REV-1508 EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Miller, Margaret E 21-2003-0039
Include the ~roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Household goods 500.00
TOTAL (Also enter on line 5, Rer~pitulation) 5 0 0.0 0
2W46AD 2.O0O (If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-97)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Miller, Margaret E 21-2003-0039
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELA'IqONSHIP TO DECEDENT
A. Miller, Bernardine A 363 Park Ave. daughter
New Cumberland, PA 17070
JOINTLY-OWNED PROPERS:
~ DATE DE.RIP, ON OF PROPER~ % ~ DA~ OF D~TH
ITEM mR JO~ MADE Include name of finan~al institution and bank a~unt number or DA~ OF DEATH DECD'S VALUE OF
NUMBER TEhC~NT JOINT similar identifying number. ~ta~ deed ~r jointly-held mai estate. VALUE OF ASS~ INTEREST ~CEDE~S INTEREST
1. A 09/19/1991 Vanguard Group GNMA 169,727.47 50.00 84,863.74
Investor stock joint
w/Bernardine A.
Miller-15,832.786 shs. @
$10.72 per sh.
2 A 10/02/1996 Vanguard Group Health Care 42,825.47 50.00 21,412.74
stock joint w/Bernardine A.
Miller-432.253 shs. @
$99.075 per sh.
3 A 05/28/1992 Vanguard Group Windsor II 83,563.90 50.00 41,781.95
stock joint w/Bernardine A.
Miller-3,856.202 shs. @
$21.67 per sh.
4 A 04/01/2001 34 I Bonds and EE Bonds 120,664.00 50.00 60,332.00
joint w/Bernardine A.
Miller (See attached list)
5 A 03/31/1987 11 Treasury Notes each with 110,000.00 50.00 55,000.00
a par value of $10,000 for
a total of $110,000.00
joint w/Bernardine A.
Miller (See attached list)
6 A 07/07/2000 Commerce Bank-Checking 16,099.45 50.00 8,049.73
Total from continuation pages .... 5,267.02
TOTAL(Alsoenteronline6, Re~@itulafion) $ 276,707.16
2W46AE 2.000 (If more spa~ is n~d~, insed ~dition~ shes ~ same size)
Page 2
~Estate of: Miller, Margaret E 21-2003-0039
Schedule F -- Jointly-Owned Property
Date % of
Item Made Date of death Decedent's Value at
No. Lett. Joint Description Value of asset Interest Date of Death
6 Acct. #513206060 joint
w/Bernardine A. Miller,
principal $16,095.14 plus
int. $4.31
7 A 12/28/2001 Waypolnt Bank-Certificate 10,534.04 50.00 5,267.02
of Deposit #7100017033
joint w/Bernardlne A.
Miller, princ. $10,529.60,
Int. $4.44
TOTAL. (Carry forward to main schedule) ...... 5,267.02
REV-1510 EX + (1-97)
· SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
M/ller, Margaret E 21-2003-0039
This schedule must be completed and filed if the answer to any of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEA-rH DECD'S EXCLUSION
DECEDENTANDTHE DATE OF TRANSFER. A'Ci'ACH A COPY OF THE TAXABLE VALUE
NUMBER DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (*F APPLICABLE)
1. Constellation Energy Group 31,722.55 100.00 0.00 31,722.55
stock-TOD w/ Bernardine A.
Miller-1078.448 shs. @ $29.415
per share
2 Verlzon Communications stock 42,095.52 100.00 0.00 42,095.52
TOD w/Bernardine A. Miller
996.1080 shs. @ $42.26 per sh.
TOTAL (Also enter on line 7, Recapitulation) $
73,818.07
(If more space is needed, insert additional sheets of same size.)
2W46AF 2.000
REV~-1511 EX + (1-97)
SCHEDULE H
· COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN AD M IN ISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Miller, Margaret E 21-2003-0039
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Stone & Murray Funeral }{ome-funeral expenses 4,486.00
1.
2 News Center West-stationary to use for thank you 19.08
cards
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0 o O 0
Name of Personal Representative(s)
Social Security Number(s) / LIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
2. Attorney Fees N~une: David H. Stone, Esquire 7,500. O0
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,5 0 0.0 0
Claimant Miller, Bernardine A
Street Address 363 Park Ave.
City New Cumtnerland State PA Zip 17070
Relationship of Claimant to Decedent daughter
4. Probate Fees 3 7 7.0 0
5. Accountant's Fees 0.0 0
6. Tax Return Preparer's Fees 0.0 0
7. Cumberland Law Journal-advertising grant of letters 75.00
8 The Patriot News Co.-advertising grant of letters 105.73
9 Bernardine A. Miller-Reimb. for copying charges and 6.11
light bulbs
10 PAWC-water service at property 22.38
11 PPL-electriclty at property 46.83
Total from continuation pages .... 16,860.10
TOTAL (Also enter on line 9, Recapitulation) $ 3 2,9 9 8.2 3
2W46AG 2.000 (If more space is needed, insert additional sheets of same size)
Page 2
Estate of: Miller, Margaret E 21-2003-0039
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
12 Leffler Oil-oil service at property and furnace 507.15
repairs
13 Verizon-telephone service at property 54.37
14 PAWC-water service at property 22.38
15 US Treasury-payment of decedent's 2002 federal income 41.67
tax
16 PA Dept. of Revenue-payment of decedent's 2002 State 25.00
income tax
17 PPL-electricity at property 40.41
18 Comcast-cable service at property 10.87
19 Borough of New Cumberland-trash and sewer services at 60.52
property
20 US Postal Service-stamps 14.80
21 Leffler Oil-oil service at property 197.04
22 Comcast-cable service at property 10.87
23 Verizon-telephone service at property 27.10
24 Robin Gasperetti, Tax Collector-real estate taxes on 485.49
propertyq
25 PAWC-water service at property 25.05
26 Leffler Oil-oll service at property 146.29
27 PPL-electriclty at property 46.33
28 Leffler Oil-oil service at property 359.27
29 Comcast-cable service at property 11.93
TOTAL. (Carry forward to main schedule) ...... 2,086.54
Page 3
Estate of: Miller, Margaret E 21-2003-0039
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
30 Bernardine A. Miller-Reimb. on postage and copying 3.89
services
31 Verizon-telephone service at property 19.25
32 PPL-electricity at property 44.23
33 PAWC-water service at property 23.45
34 Weist Hardware-switch, etc. for property 6.86
35 Bernardine Miller-Reimb. on postage and copying 6.79
36 Comcast-cable service at property 11.93
37 Leffler-oil for property 212.14
38 C. Rebert-grass mowing services at property for 4-21 50.00
and 4-30-03
39 Verizon-telephone service at property 28.32
40 Borough of New Cumberland-sewer and trash at property 61.20
41 PAWC-water service at property 23.45
42 PPL Electric Utilities-electric service at property 37.98
43 Texaco-gas for mower 2.74
44 Sears-mower spray, oil, and shovel 16.14
45 Comcast-cable service at property 11.94
46 Verizon-telephone service at property 19.17
47 PAWC-water service at property 25.60
48 PPL Electric Utilities-electric service at property 41.64
TOTAL. (Carry forward to main schedule) ...... 646.72
Page 4
Estate of: Miller, Margaret E 21-2003-0039
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
49 GE Service-service on range 63.55
50 Todd Kline-grass mowing at property 30.00
51 Comcast-cable service at property 11.94
52 Weist Hardware-copying services 5.54
53 PAWC-water service at property 24.56
54 PPL Electricity Utilities-electric service at 43.30
property
55 Verizon-telephone service at property 21.73
56 Robin Gasperetti-real estate taxes on property 1,054.73
57 Comcast-cable service at property 11.94
58 C. Rebert-grass mowing from 7-17 thru 7-30 75.00
59 Verizon-telephone service at property 25.00
60 PPL Electricity Utilities-electric service at 53.13
property
61 PAWC-water service at property 26.70
62 New Cumberland Borough-trash and sewer at property 62.91
63 C. Rebert-grass mowing services at property from 8-5 100.00
to 8-30
64 Comcast-cable service at property 11.94
65 Verizon-telephone service at property 24.39
66 PPL Electricity Utilities-electric service at 64.07
property
TOTAL. (Carry forward to main schedule) ...... 1,710.43
Page 5
' Estate of: Miller, Margaret E 21-2003-0039
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
67 PAWC-water service at property 24.03
68 Comcast-cable service at property 11.94
69 C. Rebert-grass mowing at property from 09-02 to 9-30 75.00
70 Commerce Bank-Checks written by decedent prior to 12,105.44
death but not cleared by bank until after death
71 Reserve for filing Inheritance tax return and 200.00
inventory and closing expenses
TOTAL. (Carry forward to main schedule) ...... 12,416.41
REV-1512 EX+ (1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIOENTOECEDENT MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Miller, Margaret E 21-2003-0039
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Messiah Village-services rendered for room and board and 47,833.83
pharmacy from 10-31-01 to 01-03-03
TOTAL (Also enter on line 10, Recapitulation) $ 4 7,8 3 3.8 3
2W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Miller, Margaret E 21-2003-0039
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1. Miller, Bernardine A daughter 377,818.78
363 Park Ave.
New Cumberland, PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.0 0
2W4SA~ 1.0oo (If more space is needed, insert additional sheets of the same size)
~i2.~ .. 'ii{:, :::" d:=.ciar~ i;.?'i. %) be my last will and
.....
~r::.~.
<:.:~::'_~_:. :%ii ~{:he ye~t~ x~idue audi. :;emmir.der of my estate~
<:, ,pc:::
~:~]~x~:.!::: If ::.,:e2, ther my dau~hter~ E, ENN~:~IN.~ A. MILLER, nor any
::ss,::~: :;,t hers ~u.,:".~"iwe ::e~ then i 9'ive~ dev'hse and'. bequeath all the
rest :~::es::..due a:,:~i, re:~ain.der cf :'::'if estate~ ~hether real~ personal or
2:~ ;lne~seventh (1/7) '~nto my sister~ BERN~DINE BOWDEN, if
she s~rv~v'es ~;~e,~ Zf she does not surviw~ me, then unto my living
bret h~'~s and
..... l=t~scs in equal shares, per s%:[rpes.
Page 1 of 5
B. One-seventh (1/7) unto my niece, PATRICIA EVERING PTAK,
or if she is not living, then unto her issue, per stirpes.
C. One-fourteenth (1/14) unto my nephew,~ WILLIAM E.
MERRIAM, or if he is not living, then unto his issue, per stirpes.
D. One-fourteenth (1/14) unto my niece, SUZANNE MERRIAM, or
if she is not living, then unto her issue, per stirpes.
E. One-seventh (1/7) unto my sister, ESTELLE JENDREK, or if
she is not living, then unto her issue, per stirpes.
F. One-fourteenth (1/14) unto my niece, MARGARET
ZAWISTOWSKI, or if she is not living, then unto her issue, per stir-
pes.
G. One-fourteenth (1/14) unto my niece, MARSHA BARTLES
CRAWFORD, or if she is not living, then unto her issue, per stirpes.
H. One-seventh (1/7) unto my sister, MILDRED REINSFELDER,
or if she is not living, then unto her issue, per stirpes.
I. One-seventh (1/7) unto my brother, GEORGE EVERING, or if
he is not living, then unto his issue, per stirpes.
ITEM V: I appoint my daughter, BERNARDINE A. MILLER, Executrix
of this my last will. Should my daughter, BERNARDINE A. MILLER, fail
to qualify or cease to act as Executrix, I appoint GEORGE C. EVERING,
JR., and MARIANNE REINSFELDER RAMBARAN, Co-Executors of this my last
will. Should either GEORGE C. EVERING, JR., or MARIANNE REINSFELDER
RAMBARAN fail to qualify or cease to act, then the remaining Co-
Executor shall act as my sole Executor.
Page 2 of 5
ITEM VI: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, MARGARET E. MILLER, have hereunto set my
hand and seal this _ (~' day of ~.~~.~ , 1997.
!
M~RGARET E. MILLER
SIGNED, SEA~ED, PUBLISHED and DECLARED by MARGARET E. MILLER, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
p~~&resence of each other, have subscribed our names as witnesses.
Address "
Witnes s o Addre s s
COMMON-WEALTH OF PENNSYLVANIA:
: SS:
COUNTY OF CUMBERLAND :
I, MARGARET E. MILLER, the 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 this instru-
Page 3 of 5
merit as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
Sworn to or affirmed to and acknowledged before me by MARGARET E.
MILLER, the Testatrix, this /~ day of ~a~J , 1997.
"? ,¥ Notary Puh,~i~
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
Page 4 of 5
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of ~ound mind and
under no constraint or undue influence.
itn~ssJ
Witness
Sworn to or affirmed to and acknowledged before me by
witnesses, this t~ day of ~%F~,'~,~, ,
1997.
Notary Publ~--~
Page 5 of 5
'Form View - public tax file 10-1-03.fp5 Page 1 of 1
Form View public tax file 10-1-03.fp5 Home
Search Table View
Viewing: 1 of 1
District_Number 26
ParceLIdentifler 26-24-0811-038
Map_Suffix_Number
House_Number 363
Direction
Street PARK AVENUE
Owner_Name_l MILLER, OTHMAR J & MARGARET E
Owner._Name_2
Land Use Code R
Property_Description
Living_Area 1344
Current_Land_Value 30000
Current_improvement_Value 76560
Current_TotaLValue 106560
Current_Preferred_Value
Acreage .33
CleanGreen_Status
Taxable_or_Exempt 1
Sale_Amou nt
Sale_Month
Sale_Day
Sale_Century
Sale_Year
Deed_Book and Page
Year_Built ~ 928
http://205.247.227.59:591/FMRes/FMPro?-db=public%20tax%20file%2010-1-03.fp5&-o... 10/23/2003
201*CT--Warranty Deed--Short form--Act 1909
Henry Hall, Inc., Indiana. Pa.
MADE THE 16th day of June in the year
of our Lord one thousand nine hundred and fifty-five
BETWEEN STEWART G. FORNEY and MARGARET M. FOENEY, his wife~ of the
Borough of Hew Cumberland, County of Cumberland and State of Penn-
sylvania, parties of the first part, Grantors,
q~ql~ ,
and OTHMAR J. MILLER and MARGARET E. MILLER, his wife, of the City
of Harrisburg, County of Dauphin and State of Pennsy]vania~ parties
of the second part
Grantee s:
WITNESSETH, that in consideration of
Fifteen ?.housan, d ,($15,9000.00) . Dollars,
in hand paid, rne receipt whereof Ys hereby acknowledged, the said grantor s do hereby grant
and convey to the said grantee s,
ALL That certain lot of ~.and' situate in the Borough of New
Cumberland, County of Cumberland and State of Pennsylvania, more
particularly bounded and described as follows, to wit:
BEGINNI~4G at an iron pin on the westerly line of Park Avenue
at the northerly line of land formerly of Jack D. Schmidt and
}..*ildred I. Schmidt, his wife; said point being seventy (70) feet
measured northwardly along Park ~venue from the northwest corner
of Park 3. venue and Oak Lane; thence along said Schmidt lands north
sixty-five (65) degrees thirty-two (30.) minutes west one hundred
forty-seven and twelve hundredths (147.12) feet to a s~ake; thence
north tw3nt3r (20) degrees fourteen (14) minutes east along land now
er late of George L. }leane and wife ninety-three and forty-five
hundredths (93.45) feet to a stake; thence south sixty-five (65)
de~rees thirty-two (30.) minutes east one hundred forty-one ar.d three
hundredths (141.03) feet to a stoke on the western line of Park
Avepue; thence al. ong the western line of P~rk Avenue in a southerly
direction by an arc having a chord length of nin,t.¥-£our (94) feet
and a bearing of south sixteen (16) degrees thirty (30) minutes west
to the place of Beginning. The forego5n~ description is from a
survey by D. P. Raffensperger, Registered Surveyor, dated June 10,
1955.
Having thereon erected a +.we and one-half story brick dwelling
house, No. 363 Park Avenue.
BEING the same premises which Harry R~poapor% and Helen Rappa-
port, his wife~ by Deed dated February 17, !954, recorded in Deed
Book "P", Vol. 15, Page. °21- , in the Cumkerland County Recorder's
Office, granted and conveyed unto Stewart G. Forney and Margaret M.
Forney, his wife, Gr~ntors herein.
AND the said grantor s , do hereby convcmt?zt that they will WARRANT generally
the property hereby conveyed.
IN WITNESS WHEREOF, said grantors ha vehereunto set 'l:heir hand s and seal
the day and year first above written.
............ ........
State of PIC~'q-¥L VAqI~ ~ ~ss.
County of CILM'Bt~ltLAN'D
On this, the 16~h day of June , 19 55 , before me,
the undersigned o~cer, perso~lly appeared
STEHhltT G. FOltN~Y and H~ItGgR2T ~. FORN~Y~ hJ.s
~own to me (or sat~facto~ly proven) ~ be the persons whose name s at~ubscribed to the with-
in inst~ment, and acknowledged that ~hey exec~tted same for the pu~oses therein contained.
IN WITNESS WHEREOF, I hereunto~my hand antisocial seal. ·
~- ~¢ ~. ~ NOTARY PUBLIC
~ =. ~ C: ' -~5 ~~-Exp~-~:-19;49~ ..........................................
_~-~~l ~v ~' '~z~b~ Coan~ L~ P& Title Of O~cer.
...f~p~ t [F~t.9~P" ~ [ ~ere~ certify Illat t~e Residence iECORDEO-O~FICE OF THE
~aqd Post Office ct wilhin Grantee h CLERK O~ COURIS a
pENNSYLVAN~
COMMONWEALTH OF PENNSYLVANIA ]
County of _..~ ............................ I ss.
RECORDED on this ...... /~__..~... .............. day 0~,*~ ................
A. D. 1~.~.%...-., ~ ~he Recorde~'s o/flee of the said County, i~ Deed Book/z~
Vol ....... ]..~ ............. Page ...... .~__..~...~... ......
Given un~r mit hand and the seal of the said o~]~ce, the date above written.
ti'~xax:'"~ '~;"' ~ ,~ '~, December 31, ,2002' year-to-date Page 1 of 4
__,~~5~/ PORTFOLIO SUM MARY
THL~~~ROUP, Vanguard Voyager Service
h,,llh,,llh,,h,,llh,,,,,Ih,lh,h,hhh,lh,,,Ih,,Ihl Statement number: 238705629
HARGARET E HILLER 8
BERNARDINE A HILLER (800) 284-72q5 Voyager Service
dT TEN ~ROS ~.vanguard.com Wcbsitc
$6~ PARK AVE ,, (800) 662-6273 - Tc]c-Account
NE~ CUHBERLAND PA 17070-15~5
TOTAL OF ALL ACCOUNTS Value on12/31/2001 Value on12/31/2007
$ 298,552.01 $ 291,976.90
INVESTMENT ACCOUNTS CUSIP Ticker Value on 12/31/2001 Value on 12/31/200?
Bonds $155,180.27 $170,202.49
GNMA Fund Investor Shares 922031-30-7 VHIX $155,180.27 $170,202.45
Stocks $143,371.74 $ ! 21,774.4,r,
Health Care Fund [nv 921908-30-7 VGHCX $ 46,894.32 $ 41,565.45
Windsor II Fund lnv 922018-20-5 VWNFX 96,477.42 80,209.00
Total investment accounts $ 298,552.01 $ 291,976.90
Income year-to-date $14,295.22 Portfolio allocation
Short-term inveslmenls 0.0%
Bonds 58.3
Stocks 41.7
100.0%
NEED HELP PREPARING YOUR TAXES?
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mid-January at no charge on Vanguard.com! Prefer the desktop version? Get TurboTax desktop federal products
on CD-ROM for 25% off. To access these products-and your Vanguard tax and account statements-go to
www.vanguard.com/?taxcenter. For further assistance, call your Voyager Service team.
Vanguard, Vanguard.corn, and Voyager Service are trademarks of The Vanguard Group, Inc.
TurboTax is a registered trademark and TurboTax for the Web is a service mark of Intuit Inc.
2 1- 4
014215 4141 31§B M2 i ~(
December 31, 2002, year-to-date Page 2 of 4
Vanguard GNMA Fund
Investor Shares
Margaret E. Miller & (800) 284-7245 Voyager Service
Bernardine A. Miller Fund number: 36
Jt Ten WROS Account number: 9876143820
Statement number: 238705629
A CCOLI NT VA LIJ E: On 12/31/2001 On 12/31/2002
$ 155,180.27 $ 170,202.45
Trade date Transaction Dollar amount Share price Shares transacted Total shares ownecl
Balance on 12/31/2001 $10.38 14,949.930
1/31 Income dividend $ 771.67 10.44 73.915 15,023.845
2/28 Income dividend 781.52 10.51 74.360 15,098.205
3/28 Income dividend 781.07 10.33 75.612 15,173.817
4/30 Income dividend 787.92 10.48 75.183 15,249.000
5/31 Income dividend 781.48 10.50 74.427 15,323.427
6/28 Income dividend 789.13 10.55 74.799 15,398.226
7/31 Income dividend 758.48 10.64 71.286 15,469.512
8/30 Income dividend 713.50 10.69 66.745 15,536.257
9/30 Income dividend 679.97 10.76 63.194 15,599.4.51
10/31 Income dividend 710.56 10.73 66.222 15,665.673
11/29 Income dividend 740.24 10.69 69.246 15,734.919
12/31 Income dividend 737.38 10.75 68.593 15,803.512
12/31 ST cap gain .02 314.70 10.75 29.274 15,832.786
Balance on 12/31/2002 $10.75 18,832.786
Income dividends $ 9,032.92 Total cost basis on 12/31/2002 $163,795.10
Shorl-lerm gains 314.70 Average cost per share 10.35
Total income year-to-date $ 9,347.62
30-day Share Trade Distribution
yield price dale payable date
October 4.92% $10.72 10/30/2002 11/01/2002
November 5.37 10.68 11/27/2002 12/02/2002
December 4.99 10.78 12/30/20.02 1/02/2003
2 2- 4
014216 4141 31§B M2 ~ ~
' MSN Money - VFIIX Chart: Investor Page 1 of 2
~qSU Home I NI¥1qSU I Hotmait I Shopping t /4one¥ I People&Chat.~Sign in~;~:.~]~:.._.: Web Search:_ [
Z 5:~L '~ M{ Home Investing Banking [ Planning I Taxes I Honey Plus
_ -,.}:,.:~ ;, I~westing Home Po~fD[io Markets Stocks Funds ~nsight Brokers CNBC
Name or Symbol: VFIIX ~ F_!0~ Symbol Print Re~o~
Fund:
VFIIX
Snapshot
Quotes
Cha~ ~ ~
VANGUARD 8ROUP ~N~A INVESTOR
Returns
Date High Low Close Volume
Fund Po~olio
Top 25 Holdings 1/31/2003 10.72000 10.72000 10.72000 0
Fund Review 1/30/2003 10.71000 10.71000 10.71000 0
Advisor FYI
1/29/2003 10.71000 10.71000 10.71000 0
Purchase [nfo
1/28/2003 10.71000 10.71000 10.71000 0
Guided Rehash
Research Wizard 1/27/2003 10.72000 10.72000 10.72000 0
1/24/2003 10.74000 10.74000 10.74000 0
Find Funds
Top Performers 1/23/2003 10.73000 10.73000 10.73000 0
Ea~ Screener
1/22/2003 10.74000 10.74000 10.74000 0
Deluxe Screener
Power Searches 1/21/2003 10.73000 10.73000 10.73000 0
1/17/2003 10.72000 10.72000 10.72000 0
Planning
40[(k) Quick Check 1/16/2003 10.72000 10.72000 10.72000 0
Related Lin~ 1/15/2003 10.72000 10.72000 10.72000 0
Retirement Planner
1/14/2003 10.72000 10.72000 10.72000 0
Advisor Finder
Hore on Retirement 1/13/2003 10.73000 10.73000 10.73000 0
Capital Gains Analysis
1/10/2003 10.73000 10.73000 10.73000 0
1/9/2003 10.72000 10.72000 10.72000 0
1/8/2003 10.75000 10.75000 10.75000 0
1/7/2003 10.74000 10.74000 10.74000 0
1/6/2003 10.72000 10.72000 ~00 0
1/3/2003 10.72000 10.72000 10.72000~ ~
1/2/2003 10.72000 10.72000 10.72000 0
h~p://moneycen~al.msn.co~investoffcha~s/cha~dl.asp?S~bol=VFIIX&DateRangeFor... 9/24/2003
' !~'~,'~' !/::~, December 31, 2002, year-to-date Page 3 of 4
' Vanguard Health Care Fund
THE-VaII~aildGROUP. Investor Shares
Margaret E. Miller & (800) 284-7245 Voyager Service
Bernardine/L Miller Fund number: 52
Jt Ten WROS Account number: 9876143820
Statement number: 238705629
ACC:OIl tit YALU E: On 12/31/2001 On 12/31/200?
$ 46,894.32 $ 41,568.45
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Balance on 12/31/2001 $116.84 401.355
3/15 Income dividend .055 $ 22.07 121.23 .182 401.537
3/15 ST cap gain .004 1.61 121.23 .013 401.550
3/15 LT cap gain .434 174.19 121.23 1.437 402.987
12/13 Income dividend .90 362.69 96.25 3.768 406.755
12/13 LT 5Y cap gain 1.72 693.14 96.25 7.201 413.956
12/13 LT cap gain 4.37 1,761.05 96.25 18.297 432.253
Balance on 12/31/2002 $ 96.16 432.253
Income dividends $ 384.76 Total cost basis on 12/31/2002 $ 38,086.86
Short-term gains 1.61 Average cost per share 88.11
Long-term gains 2,628.38
Tolal income year-to-dale $ 3,014.75
The current Fund distribution was payable on
December 16, 2002.
2 3- 4
014217 4141 316B M2 ! X
° MSN Money- VGHCX Chart: Investor Page 1 of 2
HS~tHome I HyHSN I Hotmail [ Shopping i ~,lone¥ ! People&Chat~_~"Signin ~
........ Home Investing Banking I Planning [ TaxesI Honey Plus
Name or Sy_m_bol: VGHCX I~ F Jnd Symbol Print Repo~
Fund:
VGHCX
Snapshot
Quotes
Charts ~ ~ ~ e. dv~
VANGUARD GROUP HEALTH CARE
Returns
Date High Low Close Volume
Fund Portfolio
Top 25 Holdings 1/31/2003 94.35000 94.35000 94.35000 0
Fund Review 1/30/2003 93.72000 93.72000 93.72000 0
Advisor FYI
1/29/2003 94.80000 94.80000 94.80000 0
Purchase Info
1/28/2003 94.01000 94.01000 94.01000 0
Guided Research
Research Wizard 1/27/2003 92.84000 92.84000 92.84000 0
1/24/2003 94.86000 94.86000 94.86000 0
Find Funds
Top Performers 1/23/2003 96.90000 96.90000 96.90000 0
Easy Screener
1/22/2003 96.58000 96.58000 96.58000 0
Deluxe Screener
Power Searches 1/21/2003 97.09000 97.09000 97.09000 0
1/17/2003 97.82000 97.82000 97.82000 0
Planning
401(k) Quick Check 1/16/2003 98.40000 98.40000 98.40000 0
Related Links 1/15/2003 97.96000 97.96000 97.96000 0
Retirement Planner
1/14/2003 98.81000 98.81000 98.81000 0
Advisor Finder
More on Retirement 1/13/2003 98,80000 98.80000 98.80000 0
Capital Gains Analysis
1/10/2003 98.40000 98.40000 98.40000 0
1/9/2003 98.14000 98.14000 98.14000 0
1/8/2003 97.25000 97.25000 97.25000 0
1/7/2003 98.34000 98. 34000 98.34000 0
1/6/2003 99.57000 99. 57000 ~..~999.57000 0
1/3/2003 98.58000 98.58000 98.5800_D__-'~_~~~ (~?,075- X
1/2/2003 97.94000 97.94000 97.94000 0
http://m~neycentra~~msn~c~m/invest~r/charts/chartd~~asp?Symb~~=VGHCX&DateRangeF~~~~ 9/24/2003
jjid~]x ~/~- December 31, 2002, year-to-date Page 4of4
. ~l~ Vanguard Windsor II Fund
TH~~~OU~ Investor Sh~es
Margaret E. Miller & (800) 284-7245 - Voyager Service
Bernardine A. Miller Fund number: 73
Jt Ten WROS Account number: 9876143820
Statement number: 238705629
ACCO U NT VA LU i=' On 12/31/2001 On 12/31/200?
$ 96,477.42 $ 80,209.00
Trade date Transaction Dollar amount Share price Shares transacted Total shares owne<l
Balance on 12/31/2001 $ 25.59 3,770.122
6/21 Income dividend .24 $ 904.83 24.22 37.359 3,807.481
12/20 Income dividend .27 1,028.02 21.10 48.721 3,856.202
Balance on 12/31/2002 $ 20.80 3,856.202
Income dividends $1,932.85 Total cosl basis on 12/31/2002 $ 83,200.19
Average cost per share 21.58
The current Fund distribution was payable on
December 23, 2002.
2 4- 4
014218 4141 316B M2 I X
° MSN Money - VWNFX Chart: Investor Page 1 of 2
t~45NHome I My MSN I Hotmail I Shopping I Money t People&Chat
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Fund:
VWNFX
Name or Sy_mbol: VWNFX ~ Find Symbol Print Report
Snapshot
Quotes
Charts ~
Returns VANGUARD GROUP WINDSOR II
Date High Low Close Volume
Fund Portfolio
Top 25 Holdings 1/31/2003 20.46000 20.46000 20.46000 0
Fund Review 1/30/2003 20.13000 20.13000 20.13000 0
Advisor FY!
1/29/2003 20.47000 20.47000 20.47000 0
Purchase Info
1/28/2003 20.38000 20.38000 20.38000 0
Guided Research
Research Wizard 1/27/2003 20.11000 20.11000 20.11000 0
1/24/2003 20.47000 20.47000 20.47000 0
Find Funds
Top Performers 1/23/2003 20.98000 20.98000 20.98000 0
Easy Screener
1/22/2003 20.90000 20.90000 20.90000 0
Deluxe Screener
Power Searches 1/21/2003 21.12000 21.12000 21.12000 0
Planning 1/17~2003 21.50000 21.50000 21.50000 0
401(k) Quick Check 1/16/2003 21.63000 21.63000 21.63000 0
Related Links 1/15/2003 21.59000 21.59000 21.59000 0
Retirement Planner
1/14/2003 21.84000 21.84000 21.84000 0
Advisor Finder
More on Retirement 1/13/2003 21.75000 21.75000 21.75000 0
Capital Gains Analysis
1/10/2003 21.76000 21.76000 21.76000 0
1/9/2003 21.84000 21.84000 21.84000 0
1/8/2003 21.49000 21.49000 21.49000 0
1/7/2003 21.69000 21.69000 21.69000 0
1/6/2003 21.90000 21.90000 .... ~00 0
1/3/2003
.... , 4n n 6 7
21.44000
21.44000
1/2/2003 21.40000 21.40000 21.40000 0
Z/l,
http://m~neycentra~.msn.c~m/invest~r/charts/chartd~.as~?Symb~~=VWNFX&DateRangeF... 9/24/2003
,,TD 5177 (Dec. 20oo) Maili{lg Number: 031004054
www.troasuBtdlrect.gov
1-800-722-2678
1-617-994-5500 (Outside the U.S.)
T~ASURY DI~CT
NARGAREI EVEEING NILLER OR P.O.BOX2076
BERNARDINE A MILLER BOSTON MA 02106-2076
363 PARK AVE
NEN CUHBERLAND PA 17070-1365 PHONE: (800) 722-2678
Payments made by direct deposit to:
I~!~h~g~l (717) 774-5697 I COMMERCE BANK
Routing Number: 031301846
[~;~g~,~i~,!q~iifi~,{!0~i~l:.:::~l ConfidentialI'Name on Account: M MILLER OR B MILl.ER
CHECKING Account Number: 513206060
ACCOUNT HOLDINGS
9128276U1 O1 10,000 02/26/01 99.887 ~.68~ 02/~8/03
5/8 NOTE H O3 Par and Interest
02/28/0& lO ~ OOO lO, 2~1,2~
: 912827QD1 O1 lO,OOO OQ/$O/98 99.807 5.796 0~/50/0~
S/~ NOTE F O~ Par and Inleres~
9126277K2 Ol ~0 ~ O00 Ol/Sl/02 99.92~ $. 0~9
NOTE J Oq Znleres{
0~/$~/0~ lO;OOO ~50. O0
912827~A6 Ol lO~OOO 02/16/99 99.92~ ~.767 02/15/0~
~/~ NOTE E O~ In{erest
02/~/0~ ~0,000 2~7. ~0
912628AA8 O1 lO,OOO 0~/01/02 99.8d7 5.705 0~/$1/05
E/8 NOTE L O~ Zn{eres~
03/31/04 10 s 000 181.25
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TroasuryDIr~ctOFFICE AND PROVIDE YOURACCOUNT NUMBER
~, TD 5177 (Doc, 2000) Mailing Number: 031004054
':':' ':':':':':'!':':' ':' '!'{':':'~7 ':~?' ':':': :' ':':':':':':':'i'f'i'i':?:'i':'i'' ;':,'.:'.'.'.':'.'.'.'"'""?i:""'"'"'"'.':' '"'"'"" '"" '"'"' '"'"'"'"'"'"'"" "'"'"'"'"'"'""'"-""""'"' '"-'"' '"'""'"'""'"":'" TM .:c-:.,:oxo:.,:.'.: :.:oxozo. co:o:.'.,:ox.:o:o o:.:c.:o:ox, ::::::::::::::::::::::: :.:: ::o::
9~2828AB6 Ol 10~000 0~/~0/02 100.000 ~.~7~ 0~/~0/0~
3 3/8 NOTE H O~ [n~eres~
O~/30/Oq [O ~ 0 O 0 [ 68.7E
2 7/8 NOTE F O~ [n~eres~
06/30/0~ ~0 ~ O00 ~. 7~
9~2828AL~ O[ [0~000 09/30/02 ~9.83~ [.96 03/3[/03
[ 7/8 NOTE S ~ [n~eres~
09/30/0~ [ 0 ~ 000 93.7~
6 7/8 NOTE B 06 Zn~eres~
OE/[E/O6 [ 0 ~ OOO 3q3.7S
~ 3/8 NOTE E 07 [n~eres~
3 TR[N C [2 [n~eres~
07/[S/[2 [0, O00 VARZABLE
Savings Bond Calculator Page 1 of 2
Savinc
J01/2003 [_~ ~:'..~.~:...H..~I.~[~ .. y...i
Series Denomination Serial Number Issue Date
Bonds ~ $i5,000 i i
# Bonds Total Price Total Interest Total Value YTD Inl
34 $80,000.00 $40,664.00 $120,664.00 $692.
Issue Issue Interest Next Final
Serial Number Date Series Denom Price Interest Value Rate Accrual Maturit,.
V001262216I 04/2001 I $5,000 $5,000.00 $480.00 $5,480.00 3.97% 02/2003 04/2031
V001262215I 04/2001 I 5,000 5,000.00 480.00 5,480.00 3.97% 02/2003 04/203i
V001262214I 04/2001 I 5,000 5,000.00 480.00 5,480.00 3.97% 02/2003 04/203~
V001262213I 04/2001 I 5,000 5,000.00 480.00 5,480.00 3.97% 02/2003 04/2031
V001262212I 04/2001 I 5,000 5,000.00 480.00 5,480.00 3.97% 02/2003 04/203/
V001262211I 04/2001 I 5,000 5,000.00 480.00 5,480.00 3.97% 02/2003 04/2031
V4695275EE 08/1993 EE 5,000 2,500.00 1,380.00 3,880.00 3.80% 02/2003 08/202g
V4695274EE 08/1993 EE 5,000 2,500.00 1,380.00 3,880.00 3.80% 02/2003 08/202~
V4695273EE 08/1993 EE 5,000 2,500.00 1,380.00 3,880.00 3.80% 02/2003 08/2023
V4695272EE 08/1993 EE 5,000 2,500.00 1,380.00 3,880.00 3.80% 02/2003 08/2023
V2553414EE 02/1993 EE 5,000 2,500.00 1,884.00 4,384.00 6.00% 02/2003 02/202~
V2553413EE 02/1993 EE 5,000 2,500.00 1,884.00 4,384.00 6.00% 02/2003 02/2023
V5139410EE 01/1993 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 07/2003 01/202.~
V5139409EE 01/1993 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 07/2003 01/202:~
V2531086EE 11/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 05/2003 11/2022
V2531085EE 11/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 05/2003 11/20222
V2362104EE 09/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 03/2003 09/202;4
V2362103EE 09/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 03/2003 09/202;~
V2362102EE 09/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 03/2003 09/2022)
V2362101EE 09/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 03/2003 09/2022}.
V2350900EE 08/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 02/2003 08/2023~
V2350899EE 08/1992 EE 5,000 2,500.00 2,016.00 4,516.00 6.00% 02/2003 08/202~,
M45743388EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/202)
M45743387EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/202;).
M45743386EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/2022o
M45743385EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/202~.
M45743384EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/202~.
M45743383EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/20251-
http://wwws.publicdebt.treas.gov/BC/SBCPrice 4/3/2003
· Savings Bond Calculator Page 2 of 2
M45743382EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/2022~
M45743381EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/20Z~.
M45743380EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/202;~x
M45743379EE 08/1992 EE 1,000 500.00 403.20 903.20 6.00% 02/2003 08/20Z~
V2348318EE 07/1992 EE 5,000 2,500.00 2,152.00 4,652.00 6.00% 07/2003 07/202;~
V2348317EE 07/1992 EE 5,000 2,500.00 2,152.00 4,652.00 6.00% 07/2003 07/202J-t
I Viewing Bonds 1-34
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
Please rate this service.
(Please print and/or save this page before submitting your survey)
Service Excellent Good Fair Poor
Savings Bond Calculator
http ://wwws.publicdebt.treas.gov/B C/SBCPrice 4/3/2003
Commerce
Bank.
October 17, 2003
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge St
P 0 Box E
New Cumberland, PA 17070
RE: Estate of: Margaret E Miller
Social Security #: 213-14-0640
Date of Death: January 4, 2003
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 513206060
Date Opened: 7/7/00
Date Closed: 3/17/03
Primary Owner: Margaret E Miller
Secondary Owner: Bernardine A Miller
Date of Death Balance: $16,099.45
Accrued Interest: $4.31
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
Wanda J. Morris
CIF Team Leader
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
LOOI< FOR US. \^iE'LL GET YOll TI¢~RE.
1 O/9/2OO3
STONE LAFAVER & SHEKLETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND PA 17070
The information which you requested on the account(s) of MARGARET E MILLER
(Social Security Number 213-14-0640) is/are as follows:
Account Number 7100017033
Class of Account CERTIFICATE
Date Opened 122801
Principal Balance 10529.60
Accrued Interest 4.44
Balance at Date of 10534.04
Death
Account Ownership JTO
Name of Joint BERNARDINE
Owner, if any A MILLER
Date Ownership 122801
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional Sincerely,
Information ~.i~~
Requested
ERIN WATTS
SENIOR SERVICES REP.
RO. Box 1711. HARRISBURG, PENNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (I-866-9;~9-7646) · IN YORK AREA 717/815-4500 · www. wagpointbank, corn
Constellation Shareho,der Services
P.O. Box 1642
Energy Gl" up Baltimore. MD 21203-1642
Shareholder Investment Plan
Account Number To purchase additional shares for your account plea.~
tear off and return this portion of the statement alor
;3 I~ ~ ? i~19 with your check or money order of not less than $25 ~
any one time nor more than $100,000 in total annuail~
Please do not remit cash.
Enter your complete account number on the front ~
I,,,111,,,111,,,I,,,111,,,,,,11,,11,,I,,I,1,1,,11,,,,11,,,11,1 your check or money order made payable to:
MARGARET MILLER TOD Constellation Energy Group
BERNARDINE A MILLER
SUBJECT TO STA TOD RULES
5655 PARK AVE
NEW CUMBERLAND PA 17070-1550`5 I
$
Please print Amount Enclosed
change of ·
address here Street or P.O. Box City or Town State Z~p Code You need not complete reverse side of this
form to remit an optional cash investment.
O Statement Dividend
Constellation 2,1789 Date Payment Dat_~
rgy G .AROARET .IL'ER TOD 01/02/055 /02/055
Ene roup BERNARDINE A MILLER
SUBJECT TO STA TOD RULES
Dividend Record Dividend Rate
Shareholder Investment PIRn _:5655 PARK AVE Date Per Share
-"N~-W CUMBERLAND PA 17070-1550`5
Statement of Account 12/10/02 .20`000
Date Net Amount Price
Tax Basis Shares Purchased Total Shares Held
of Type of Transaction of per
Transaction ~ Transaction Share per share or Withdrawn by CEG
IIALANCE FORWARD 1,0557. 700,
01/02/02 PLAN DIVIDEND $120`-.52 .926.6558 $26.6558 4.675 1,042.5579
04/01/02 PLAN DIVIDEND 9250.17 ~$0.910 $:50.910 8.0955 1,050.0`72
07/01/02 PLAN DIVIDEND $252.11 ~28.865 $28.865 8.7550` 1,059.206
10/01/02 PLAN DIVIDEND $250`.21 $25.115 $25.115 10.122 ~~
(~0-1-]~ PLAN DIVIDEND $256.60` $28.10`0 $28.140 9.120 ~ ........ ~,
THE MAIKET VALUE OF YBUR SHARES HELD BY C--G
AS OF THE 01/02,'055 CLOSING PRI2E OF 428. i55 IS.' 4550,660.28
THE PRICE PER SHARE DOES NOT INCLUDE A BROKERAGE
COMMISSION FOR THE O1/OZ/O$ INVESTMENT, SINCE NEWLY
ISSUED SHARES OF COMMON STOCK WERE ALLOCATED.
Dividend paymentI Shares held I Shams held On shares On shams held Taxifwithheldany I Net dividend Taxable
choice I by you In the plan held by you in the plan income Income
(previouslyCash paid) ] 0.000 0. 000 40. O0 40. O0 40, O0 `90.00 `90. O0
Reinvestment 0.000 1,069.5528 `90.00 $25&.&0` `90.00 .9256.60` `9256.60`
72 (83-676) REV. 10/98 See reverse side for additional information
Important · Retain this statement for your investment and tax records
° MSN Money - CEG Chart: Investor Page 1 of 2
MSUHorne I MvlqS" I Hotmail I Shopping I Money I People&Chat~..~]'sioni~}:~}:~ webSearch: [
:
Home Investing Banking I Planning I Taxes I Money Plus
~. ~=_,'~ Q, ~ ~ '¥~':::~ ~nvesting Home Portf'olio Markets Stocks Funds Insight Brokers CNBC %'
Name or Symbol: CEG ~ Find Symbol Print Repo~
quote,
6ha~,
News
5ha psho~
~uo ~es
Historical Constellation Energy Group Inc AMERtTRADE
Date High Low Close Volume
Real-Time [ntraday
Key Developments 1/31/2003 28.01000 27.64000 27.65000 3,194,000
Re cent News 1/30/2003 27.08000 26.66000 27.00000 690,000
Research 1/29/2003 27.11000 26.68000 26.77000 684,300
Co mpany Repo~
1/28/2003 27.30000 26.35000 27.12000 1,296,600
SE C Filings
Advisor ~1 1/27/2003 26.98000 26.11 000 26.11000 727,400
St ock Rating 1/24/2003 28.00000 26.81 000 27.05000 1,172,900
Ear nings Estimates
1/23/2003 27.30000 26.90000 27.10000 558,000
Aha lyst Ratings
F inancial Resul~ 1/22/2003 26.98000 26.60000 26.74000 684,300
Ins ider Trading
1/21/2003 27.50000 26.87000 26.87000 565,100
Own ership
Co mmuniW 1/17/2003 27.49000 27.1 5000 27.27000 477,000
1/16/2003 27.75000 27.43000 27.50000 586,100
Guided Re.arch
Re search Wizard 1/15/2003 28.07000 27.54000 27.60000 1,165,500
Find Stocks 1/14/2003 28.87000 27.93000 27.97000 1,045,400
St ock Screener 1/13/2003 29.25000 28.55000 28.82000 907,900
Pow er Searches
1/10/2003 29.75000 29.21000 29.58000 350,200
Top Rated Stocks
1/9/2003 29.75000 29.30000 29.50000 409,700
Related Links
E -mail & AleKs 1/8/2003 29.96000 29.07000 29.60000 820,000
[PO C enter
1/7/2003 30.23000 28.88000 28.92000 693,800 ~ ~ ~¢
Hes saqe Boards
Capi tal Gains Analysis ]/6/2003 30.22000 28.67000 30.22000~800
~/3/2003 28.83000 28.3~000 28.6 ~ 000 48g,8~
- ~ ~l.~tS'~.c
1/2/2003 28.43000 27.85000 28.43000 476,500
http://moneycen~al.msn.co~investoffcharts/ch~dl.asp?S~bol=CEG&DateR~geFo~... 9/24/2003
Statement Date Statement Sequence No.
Verizon CoD nications
ulrec~rlr~ves}p4 ~h and Share \ 11/01/02 129959-01/012002 ID
A
Direct
Stock
' ~'rc-rse "~ ..... " Account Numbe, 1 0 8 6 6 - 8 0 I 1
STATEMENT OF/ACCOUNT
cu,ent Dividen~ Option F U L L D I V I D E N D R E T N V E S T M E N T
' -0476-0 O0 Pe~i~ 10/10/02 11/0 1/02 · `585
r. lA R G A R E T E H I L L E R T 0 D Total Shore Position Entttleci To DMciend ~ Total Dividends Earneci
BERNARDINE A HILLER
`56`5 PARK AVENUE 986.1106 I `579.65
NE~ CUHBERLAND PA 17070-15~5
I
Reinvested Portion of Your Dividends
Shores I $ Dividend $ Tax Withheld
986 1106 :579.65 `579.65
YEAR-TO-DATE ACTIVII~'
Transaction Dote Transaction Description $ Transaction $ Service $ Net Amount $ Price Per Share Share Transaction Total Shores
Amount Fee Invested Held by the Agent
1/01/02 BALANCE FORt~/ARD 957.5511
2/01/02 TNCOHE REINVES'TE~ $G8.66.-2.00 $66.66 ~6.7750 7.8588 965.`5899-
5/01/02 INCOHE RETNVESTED! $71.68 2.00 $69.68 ~0.ct550 9o1.581 97c~.5280
8/01/02 1NCOHE REINVESTED .575.19 2°00 .57.5.19 .52.2200 11.5826
11/01/02 ~INCOHE REINVESTED `579.65 2.00 .577.65 :~7.7750 9.997~
996. 1080
THPORTANT: FORM ~1099-DIV I~ ATTACHED. PLEASE RETAIN FOR
YOUR 2002 INCI3~E TAX RECORDS.
SHARE BALANCES AS OF: i 1 / 12 / 0 Z YEAR-TO-DATE INCOME SUMMARY
hares He~d by Yoc Shores Held by the Agent Total Shares $ Market Prlce $ Ma~cet Value $ Total Gross $ Total Taxes $ Y-T-D
Per Share of Shares Dividends Reinvested Withheld Service Fees
996.1080 996.1080 $8.$80 $8,2`50.62 1,695.18 8.00
' MSN Money - VZ Chart: Investor Page 1 of 2
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~,,:'.'~ii~ '..]::'..J-:':];;;:~'~.i Investing Home Po/tt'olio Harkets Stocks Funds insight Brokers CNBCTV
Name or Sy~mbol: VZ ~ Find Symbol Print Report
quote,
Chart,
News
Snapshot
Quo tes
Ch arts ~ ~
Verizon Comm
Historical
Date High Low Close Volume
Real-Time Intraday
Key Developments 1/31/2003 38.60000 36.84000 38.28000 9,829,100
Re cent News 1/30/2003 38.14000 37.01000 37.17000 9,109,500
Research 1/29/2003 37.79000 36.00000 37.65000 14,512,500
Co mpany Report
1/28/2003 36.31000 34.85000 36.05000 9,442,000
SE C Filings
Advi sot FY[ 1/27/2003 35.90000 34.92000 35.45000 9,177,900
St ock Rating 1/24/2003 36.51000 34.85000 35.00000 9,382,500
Ear nings Estimates
1/23/2003 37.05000 35.11000 35.90000 13,530,500
Aha lyst Ratings
Financial Results 1/22/2003 37.70000 36.80000 36.99000 9,488,100
[ns ider Trading
1/21/2003 38.51000 37.26000 37.37000 8,355,400
Own ership
Co mmunity 1/17/2003 39.30000 38.28000 38.50000 6,700,500
1/16/2003 40.60000 39.15000 39.52000 7,225,600
Guided Research
Re search Wizard 1/15/2003 41.21000 40.04000 40.19000 5,688,200
Find Stocks 1/14/2003 41.35000 40.40000 41.18000 7,761,100
St ock Screener 1/13/2003 40.99000 40.23000 40.65000 7,129,700
Pow er Searches
Top Rated Stocks 1/10/2003 40.29000 39.65000 40.14000 8,293,000
1/9/2003 41.33000 40.22000 40.46000 7,859,800
Related Links
E -mail & Alerts 1/8/2003 42.35000 40.70000 40.91000 16,346,100
[PO C enter
1/7/2003 44.07000 43.20000 43.62000 13,245,700
Mes sage Boards
Capital Gains Analysis 1/6/2003 44.31000 41.18000 44.07000 -~0
1/3/2003 40.54000 39.86000 40.45000 _~ 5,166,900___
1/2/2003 40.30000 39.07000 40.17000 6,559,700
http ://moneycentral.msn.com/investor/charts/chartdl.asp?Symbol=VZ&DateRangeForm= 1 ... 9/24/2003
July 3, 2003
Stone LaFaver & Shekletski
414 Bridge Street
P. O. Box E
New Cumberland, PA 17070
ATTN: David Stone
RE: Estate of Margaret Miller
Dear Mr. Stone:
Enclosed you will find an itemized statement of charges incurred by Margaret Miller
during her stay at Messiah Village.
All claims from October 2001 through January 2003 have been submitted to TriCare. To
date, TriCare has remitted payment to Messiah Village for the period October 2001
through May 2002. However, Messiah Village received a letter from TriCare, dated
June 4, 2003, requesting the return of the payment for the month of January 2002 in the
amount of $4,457,97. As a result of this request, we are unable to consider the enclosed
statement a final statement. In the event that TriCare requests the return of additional
monies paid to Messiah Village, any monies returned would become the responsibility of
the Estate. We will submit any additional statement of charges as timely as possible.
Please forward payment for the enclosed statement to Messiah Village by July 31st, so
that we can begin to clear up this account. If you have any questions or require any
additional information, please feel free to contact either Julie Stout or me.
Thank you for your cooperation in this matter.
Sincerely,
Christopher Jones
Billing Specialist
Enclosure
cc: Kimber Latsha, Equire - Latsha, Davis &Yohe
100 Mt. Allen Drive · Box 2015 · Mechanicsburg, PA 17055-2015
(717) 697-4666 · Fax (717) 790-8200 · www. messiahvillage, com
Enhancklg e
Statement of Charges
RE: Margaret Miller
10/31/01 Room & Board - unpaid by Insurance 1,130.18
11/30/01 Room & Board - unpaid by Insurance 1,206.07
11/30/01 Pharmacy 261.90
11/30/01 I V Supplies 246.54
12/31/01 Room & Board - unpaid by Insurance 1,369.07
12/31/01 Pharmacy 106.45
01/31/02 Room & Board - unpaid by Insurance 39.00
01/31/02 Room & Board - paid by Insurance and
returned at insurance company request 4,457.97
01/31/02 Pharmacy 198.20
02/28/02 Pharmacy 108.60
05/31/02 Room & BoaRD _ UNPAID BY Insurance 1,240.00
06/30/02 Room & Board - unpaid by Insurance 4,800.00
07/31/02 Room & Board - unpaid by Insurance 5,301.00
07/31/02 Pharmacy 12.00
08/31/02 Room & Board - unpaid by Insurance 5,301.00
08/31/02 Pharmacy 35.85
09/30/02 Room & Board - unpaid by Insurance 5,130.00
09/30/02 Pharmacy 139.75
10/31/02 Room & Board - unpaid by Insurance 5,301.00
10.31.02 Pharmacy 181.00
11/30/02 Room & Board - unpaid by Insurance 5,130.00
11/30/02 Pharmacy 157.75
12/31/02 Room & Board - unpaid by Insurance 5,301.00
12/31/02 Pharmacy 163.75
01/03/03 Room & Board - unpaid by Insurance 513.00
01/03/03 Pharmacy 2.75
47,833.83
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Bernardine A. Miller
being duly sworn according fo law, deposes and says fhafS he is the Executrix
of the Estate of Mmrgmr~_~ E. Miller
late of __Ne-w-.---Cu-m-be~.r-l-an~d- Borough , Cumberland County, Pa., deceased and fhaf fha
within is an ;nvenfory made by Bernardine A. Miller .., the said Executrix
of fha entire estate of said decedent, consist;ng of all the personal property and real esfa{e, excepf real es%ate ou{slde
the Commonwealth of Pennsylvania, and fhaf the figures opposite each item of the Inventory represent it's fair value
as of the date of deceden+'s death.
and subscribed before me,
Bernardine A.
19 Miller r~_x
363 Park Ave.
New Cumberland, PA 17070
Address
04 01 2003
Date of Death
Day Month Year
INSTRUCTIONS
I. An ;nvenfory must be f;led w;fhin three months after appointment of personal represenfaf|ve.
2. A supplement inventory must be filed within thirty days of d~scovery of addiflonal assets.
3. Additional sheets may be attached as fo personaJfy or realty
4. See Article IV, Fiduciaries Act of 1949.
Inventory of the real and personal estate of
Margaret E. Miller decease~
REAL PROPERTY
Property located at 363 Park Ave., New Cumberland, Cumberland County
PA, at assessed value ($106,560.00) times CLR (1.01) 107,62
PERSONAL PROPERTY ~
Household goods II 50
TOTAL REAL AND PERSONAL PROPERTY 108,12
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
~RR[SBURG, PA 17128-0601 MOT[CE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
R~-1547 ~ AFP C01-05)
DATE 12-22-2005
ESTATE OF MILLER MARGARET E
DATE OF DEATH 01-04-2005
FILE NUMBER 21 03-0059
_ ' ~:~ COUNTY CUMBERLAND
DAVID H STONE ESQ '
ACN 101
STONE ETAL
Amount Remitted
414 BRIDGE ST
NEW CUMBERLAND PA 17'070
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS
REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER MARGARET E FILE NO. 21 05-0059 ACM 101 DATE 12-22-2005
TAX RETURN WAS: C X} ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I Real Estate CSchedule A} C1} 107t625.60 NOTE: To insure proper
2 Stocks and Bonds CSchedule B) C2} .00 credit to your account,
$ Closely Held Stock/Partnership Interest CSchedule C) CS) .00 submit the upper portion
4 Mortgages/Notes Receivable CSchedule D} C4) .00 of this form w/th your
5 Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 500.00 tax payment.
6 Jointly Owned Property CSchedule F) C6) 276r707.16
7 Transfers CSchedule G) C7) 75t818.07
8 Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
52,998.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9)
10. Debts/Mortgage Liabilities/Liens CSchedule I) CIO) 47t855.85
11. Total Deductions (11)
12. Net Value of Tax Return C12} 577,818.78
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) (15) .00
1~. Net Value of Estate SubSect to Tax C14) 577,818.78
NOTE: If an assessment uas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~111
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X O0 = .00
16. Amount of L/ne 14 taxable at Lineal/Class A rate (16) 577,818.78 x 045 = 17,001.85
17. Amount of L/ne 14 at Sibling rate (17) .00 x 12 = .00
18. Amount of L/ne 1~ taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Princlpal Tax Due C19~= 17,001.85
TAX CREDITS:
PAYMENT I RECEIPT DISCOUNT C+}
DATE I NUMBER INTEREST/PEN PAID C-} AMOUNT PAID
04-05-2005 CD002588 850.09 19,000.00
TOTAL TAX CREDIT J 19,850.09 I
BALANCE OF TAX DUE 2,848.24CR
INTEREST AND PEN. .00
TOTAL DUE 2,848.24CR
~ [F PAID AFTER DATE INDICATED, SEE REVERSE C [F TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR}, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCT[ONS.~
RESERVATION= Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enSoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the lawfu! Class 8 (collateral) rate on any such future interest.
PURPOSE OF
NOT[CE= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NXLLS, AGENT
REFUND (CA): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an '°Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are availab/e at the Office
of the Register of N/lis, any of the 25 Revenue D/strict Offices, or by calling the special 24-hour
answering service for forms ordering= 1-800-$62-2050; services for taxpayers with special hearing and / or
speaking needs= 1-800-447-$020 CTT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as sho~n on this Notice must object within sixty (60) da~s of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS~ Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet °°Instructions for Inheritance Tax Return for a Resident
Decedent" CREV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three C$) calendar months after the decedent's death, a five percent CSX) discount of
the tax paid is aiio~ed.
PENALTY: The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first da~ after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six C&X) percent per annum caIcuiated at a daiiy rate of .O001&4. Ail taxes which became deIinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20X .000548 1987 9X .000247 1999 7~ .000192
1983 16X .000438 1988-1991 llX .000301 2000 8X .000219
1984 11~ .000301 1992 9~ .000247 2001 9~ .000247
1985 13X .000356 1993-1994 7X .000192 2002 ~ .000]~4
1986 lOX .000274 1995-1998 9X .000247 2003 SX .000137
--Interest is calculated as follows~
INTEREST = BALANCE OF TAX UNPAID g NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Not/ce, additional interest must be calculated.
COHHONNEALTH OF PENNSYLVAN'rA
BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z80601 INHERITANCE TAX
HARRTSBURG~. PA 171Z8-0601
STATEHENT OF ACCOUNT
REV-1607 EX AFP (91-05)
,-,~_~_ ~ :.:,_~ .:~i,-~:~ 0~: DATE 01-26-200q
~e,~}~g'-~;:' Of Wills ESTATE OF HILLER HARGARET E
DATE OF DEATH 01-Oq-ZO0$
FILE NUHBER 21 0:5-00:59
DAVID H STONE ESQ '04 FEB 13 P3 :~qOUNTY CUHBERLAND
ACN 101
STONE ETAL Amour-I: Remi'~ed
qlq BRIDGE ST
NEW CUMBERLAND PA z7o7~t~mber)and Co., PA
HAKE CHECK PAYABLE AND RENTT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17015
NOTE: To insure proper credi~ ~o your eccoun*, submi~ ~he upper por~ion of ~his fore wl~h your ~ax payment.
CUT ALONG THIS LINE ~'- RETAIN LONER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (01-03) --- INHERITANCE TAX STATEMENT OF ACCOUNT
ESTATE OF HILLER HARGARET E FILE NO. 21 0~-0059 ACH 101 DATE 01-26-200~
THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAMED ESTATE. SHOHN BELO#
ZSA SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 12-22-200~
PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 17,001.85
PAYHENTS (TAX CREDITS):
PAYHENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
Oq-O$-ZO05 CD002588 850.09 19,000.00
01-08-ZOOq REFUND .00 Z,SqS.2q-
TOTAL TAX CRED'rT 17,001.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
ZF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE . O0
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: RESISTER OF HILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COHNON#EALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Hills, any of tho 23 Revenue District Offices or from the Department's Iq-hour
answering service for forms ordering: 1-BOO-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-~7-30Z0 (TT only).
REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount
of the tax paid is allowed.
PENALTY: The lSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (SX) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2005 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOZ . 0005~.8 1987 9Z . 000Z~,7 1999 7Z . 000192
198:~ 16Z . 000~,~8 1988-1991 11Z .OOO~01 2000 8Z . 000Z19
198~ llZ . 000301 199Z 9Z . O00Z~,7 ZOO1 9Z . 000Z°,7
1985 15Z . 000356 1993-199~ 7Z .00019Z ZOOZ 6Z .000160,
1986 IOZ .000270, 1995-1998 9Z · O00Z~,7 ZOO3 5Z . 0001:~7
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAZEY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
RE: Estate of MILLER MARGARET E
File Number: 2003-00039
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 will become delinquent on: 1/04/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
STATUS REPORT UNDER RUT,R 6.17
Name of Decedent: Margaret E. Miller
Date of Death: January 4, 2003
Will No. 21-03-0039
To the Register:
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:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete: in approximately six months
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 No
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court and may be attached to this
Date:
Dav quzre
414 Bridge Street
New Cumberland, PA 17070
~ ~C~- Capacity:
~00 Personal Representative ,.
~..~ ~ X Counsel for Personal
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Margaret E. Miller
Date of Death: January 4, 2003
Will No.
21-03-0039
To the Register:
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:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer lS 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 No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes~ No
(d) Copies of receipts,
approvals of formal or informal
the Clerk of the Orphans' Court
report.
/? - f>-<Jl'
Davi Sto
414 Bri ge Street
New Cumberland, PA 17070
717-774-7435
Date:
Capacity:
Personal Representative
X
Counsel for Personal
Representative
r>f
" J : f trf':J
01 '
'I.. J 1.,' ,
.... .",' f.
~..'!_.i ~
v~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/06/2005
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
RE: Estate of MILLER MARGARET E
File Number: 2003-00039
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:
1/04/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~ V ~~'
E '~.;. 1
, '" ,,/.- , ',-,' , ,~ '
.....", , ,.,' ',' .'.-
. ' ',.. .. . ,,,......~--, .. '
, ~ .;....._.""'..:.y~..._' ,__.t__. - -"~..
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~~