HomeMy WebLinkAbout03-0491PETITION FOR PROBATE and GRANT OF LETTERS
Estate of LAURA C. MILLER No.
also known as LAURA CATHARINE MILLER To:
Deceased.
Social Security No. 201-16-0512
/- '/9/
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executOrS
in the last will of the above decedent, dated February 22
and codicil(s) dated N/A
in the
named
,19 95
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 335 Wesley Drive, Lower Allen Township.
(list street, number and muncipality)
Decendent, then 77 years of age, died May 18 ,Xlag. 2003 ,
at Harrisburq Hospital, Dauphin County, Pennsylvania
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered, for probate; was not the victim of a killing and was never adjudicated
incompetent: no exceptions
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
3,000.00
WHEREV~ORF/0 p.;.~ione~s) 7~f~uest(s) the probate of the last will and codicil(s)
pre ~eff~er e~ff~~/~e r,~/~s ' t es t am e n t a r y
~~ ~ / //,f/~L (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
'~ ~ Harold E~ward ~i~er, ~r. B~nda B. Rud7 '
~'= ~ochanicsburqt P~ 17055-2702 Carl~slet P~ 17013
~ Patric~a ~. Raudabau~h Kathi S. Bowen Rotors
~ 1171 Rhoda Blvd. 337 Old S~onohouso Road
_ ~echanicsbur~,~} 170S5-976~ Bo~l~n~ Sprin~s, ~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
COUNT~ OF cu~hnu~ ~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoi~'on a e
true and correct to the best of the knowledge and belief of~itioner~ and that a~onal ~epresen-
tative(s) ef the above decedent petitioner(s)will wel~~~er~~~or~o law~
Sworn to or affirmed and subscribed ~ f~~ (. /~~
bef~me [his /~/ da' of ~ Harold Edwa~ille~ Jr.
~' .... ~ ' ' ~ D ~ Register t .......
Kat~i S. Bowen Rogers
1'%/,:r'47 - ?
Estate of LAURA C. MILLER , Deceased
Also known as LAURA CATHARINE MILLER
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW TI:9 2003, 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 22, 1995
described therein be admitted to probate and filed of record as the last will of Laura C. Miller
and Letters Testamentary
are hereby granted to Harold Edward Miller, Jr., Linda L. Rudy, Kathi S. Bowen
Roqers and Patricia A. Raudabauqh
FEES
Probate, Letters, Etc ..........
Short Certificates( ) .......... $
.[enunciation ................ $.
TOTAL __ $~
Filed ...................................
Register of Wills
Marlin R. McCaleb (906353)
ATTORNEY(Sup. Ct.I.D. No.)
219 East Main Street
Mechanicsburg, PA 17055
ADDRESS
(717) 691-7770
PHONE
LO: E~ V E t Nflf'
PETITION FOR PROBATE and GRANT OF LETTERS
also Known ds ~ . To:
/ - - ' (,- Dec'seal.
Social Security No. ~0 /- //~ -
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut~
in the last will of the above decedent, dated
and codicil(s) dated ~/~
Register of Wills for the
County of _/%,~:~,~o/yt~r,
Commonwealth of Pennsylvania
in the
named
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C!4~J/z~ County, Pertnsylvania, with.
h ~N last family or principal residence at .'~.:~ ~ L~)~o~
(list street, number and muncipality)
Decend. ent, then 77 yeors of age, died '-~Oo_~_]~ ,
Except as follows, deceden~d~d not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s)
presented herewith and the grant of letters
theron.
the probate of the last will and codicil(s)
(testamentary; administration c.t~.;~dminis~i~ion d.b~,~c~.a )
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
The petitione~(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 f- /fi-.d___ .
befote~-~e t~is /6 7~ day of / ~
.. Register '[ K~'
No.
Estate 0f , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 19~, 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
described therein be admitted to probate and filed of record as the last will of
.;
and Letters
are hereby granted to
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $.
Renunciation ................ $
$
TOTAL ~ $
Filed ...................................
Register of Wills
A'FrORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat. , sign the same and that signed as a witness at the
request of testat.__ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19.__
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMB~.RLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
HAROLD EDWARD MILLER, JR., and LINDA L. RUDY
(each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
each of us is familiar with the signature of Laura C. Miller .,
testat rix of (~xx~k~t~x~it~h'~xm~i~ to) the will presented herewith and
· ~,., r~ ~ k~,;~..o ,.~ ~;-.~ ..... e.~ .... :,, ...... ._n ~ ...... ,.~ .-a that each of us
believes the signature on the will is in the handwriting of ~ra C. Miller
to the best of_ our __ knowledge and belief. ~y ~~/~~~
Sworn to or affirmed and subscribed before .//~ - ~ k F _ ~////~//
., . / ~ ...... V Harol~wgrff ~i~r. ~r.
815 N. Arch Street --
.~ ?~ Mechanicsburq~ PA 17055-2702
Register ~'Z~ ~.
; ~naa,L. Ruby
20 Bffddle
Carlisle, P~ 17013
(Address)
LO:~ £[ I~? £0.
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 002982
MCCALEB MARLIN R ESQUIRE
219 E MAIN STREET
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 201-16-0512
FILE NUMBER: 2103-0491
DECEDENT NAME: MILLER LAURA C
DATE OF PAYMENT: 09/05/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I 9491.56
I
I
REMARKS:
TOTAL AMOUNT PAID:
MARLIN R MCCALEB ESQUIRE
9491.56
SEAL
CHECK# 1741
INITIALS: DO
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV-1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Miller Laura C.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
0~/~03 I 07/30/1925
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-03-491
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
Original Return 2.
Limited Estate 4a.
Decedent Died Testate 7.
(Attach copy of Will)
Litigation Proceeds Receivedl I
10.
201-16-0512
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
t~mdaathSupplementalf Retum J~ 5.3' Remainder Return (pdda
~-I~{'1~n7~1;8~ Compromise (date of death after 12-12- Federal Estate Tax Return
Beqei~edt Maintained a Living Trust 0 8. Total Number of Safe Depo
I~py of Trust)
Spousal Poverty Credit [] 11. Election to tax under Sec. 9
~l~(~f death between 12-31-91 and 1-1-95) (Attach Sch O)
COMPL~EMAILINGADDRESS
219 East Main Street
P. O. Box 230
Mechanicsburg, PA 17055
N6ne
None
None
None
3,349.39
10,017.57
OFFICIAL uSE ONLY
(8) 13,366.96
(11) 2,443.45
(12) 10,923.51
(13)
None
NAME
Marlin R. McCaleb Esq.
FIRM NAME (If Applicable)
Law Offices-Marlin R. McCaleb
2,443.45
TELEPHONE NUMBER
717./691- 7770
1Real Estate (Schedule A) (1)
2Stocks and Bonds (Schedule B) (2)
3Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4)
5Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E) ~,
6Jointly Owned Property (Schedule F) (6)
r---~eparate Billing Requested
7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8.Total Gross Assets (total Lines 1-7)
9Funeral Expenses & Administrative Costs (Schedule H) (9)
1Q3ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11Total Deductions (total Lines 9 & 10)
1SUet Value of Estate (Line 8 minus Line 11)
13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
l~let Value Subject to Tax (Line 12 minus Line 13)
(14) 10,923.51
None
0.00
491.56
0.00
0.00
491.56
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
l~,mount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15)
l~,mount of Line 14 taxable at lineal rate 10,923.51 x .0 45 (16)
17Amount of Line 14 taxable at sibling rate X .12 (17)
180,mount of Line 14 taxable at collateral rate X .15 (18)
191'ax Due (19)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STR~ ADDRESS
335 Wesley Drive
Apt. #612
CITY
Mechanicsbur~
STATE ZIP
17055
Tax Payments and Credits:
1.Tax Due (Page 1 Line 19)
2Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 491.56
Total Credits ( A + B + C )
(2) O. O0
3Jnterest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
4If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0,00
5Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 491.56
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 491.56
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1Did 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? ...................
21f death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ [--'] ~]
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. r--] ~-~
4Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ [~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
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 cor~lete. Declaration of preparer other than the personal rapr~111~at'n~ is based on all information of which preparer has any knowledge.
r'~//SIGNATURJL~OF PEP~ON//RESPONSIBLE FOR FILING/,~./~RETURN/ / [-larold Edward Mi 11er, Jr
:- ....................
SIGIII'~'3~rUREOCPREPARER~THERTH'~'NI:~'EI~L~"E~I"I"ATIVLd%""~ Law Offices-Marlin R. McCaleb ~
//~ -~- ~ /~ '~-~'~"~ 219 East Main Street ~. ~,-~_~
-- :- v×-- ......................
For dates of death on or after duly 1, 1004 and before January 1, 1995, the tax rate imposed on the net Yaluo of transfers to or for the use of the
surviving spouse is 3% [72 ~.S. 9118 {a) (1.1) (i)].
For dates of death on or after January t, t 005, tho tax rate imposed on tho net value of tmnsfem to or for tho use of tho survNing 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 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 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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rew 6-00)
In th~ n~m¢ ,~! &od, Anon. I,. 'Laura C. Miller
C].e~rvile ~edford
of ~h~ Oit~ ~q .,County
State vi, Pa being of ~ound and d~poaiag mb~d and memory, w~d
acting under duress, ~l~nace, fraud, or the und~ (nJh~ence ol any person whomsoever, do hereby
u~udy ~de by
Fn~e, authorize my executor(si to pay all of my debts,
f. uneral expenses and ~nheritax,ce taxes.
Laura C. Mi~!er
C Miller ..... , ihe ~est~9~.abcue named, in our presen,:~e, a~d
and in~ prese~e, and m the presence of each other, haue hereunto subscri6ed our t~, ~* as wit-
Second~ I bequeth s].l of my personal propert~ to Ezra
geiselma~l~ i~ he predeceases mo a].3. oi~ my re~i.
p,ar~o~.~l property shall be distributed am~$ %he members ~
of ~;~y (m :}~ ~-3 allowJ.~,~g tham to pick aI~ ~hoose a~ they
Third, At.L the t'esL, residue anti the remainder of my eskate
be divJ.d~;d equally ~mong my living children's. Linda
daughl;e~, l-l~rold Edward Miller Jr, son, Kathi S. ~owen,
daughter, & Patriea A. Raudab~ugb, daughter, at my death.
If one of my chlldren predecease me, their shale should be
distribted to their leqal belts.
1 would ].ike to inform everyone who is interested
not know that I hav~'reque~ted that my body b~ cremated.
............................................
LJnda L Rudy, daughLer~
I~swt~, ~ ~reb , ommat~ and appoint .... ' ....... ~ ....................................
Co-.
..................................... % 7.'.
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Laura C. Miller SS~/ 201-16-0512 05/18/2003 21-03-491
Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
4
5
6
7
Bankers Life & Casualty Co. refund.
Bethany Towers - refund of security deposit
Frostburg Memorials pre-need funeral expense, gravemarker,
purchased by Decedent on 04/03/95.
Household goods and contents furniture and furnishings
Merritt-Adams Pre-Need Plan - Pre-Need
purchased by Decedent on 04/04/95.
The Patriot-News Co. refund.
Travelers Ins. Co.
funeral services plan
refund of overpayment.
159.57
53.47
329.45
1,625.00
1,151.00
24.90
6.00
TOTAL (Also enter on line 5, Recapitulation) $ 3,349.39
(If more space is needed, insert additional sheets of the same size)
Copyright (c)1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
Ol
MERRITT-ADAMS FUNERAL HOME
FORMERLY SILCOX-MERRITT FUNERAL SERVICE
404 DECATUR STREET
EUMBERLAND, MARYLAND 21505
PHONE (301) 722-5700
FAX (301) 722-71;~4
PRE-NEED
FUNERAL EXPENSES
RECEIPT
/
to be applied toward the pre-need funeral expense account of:
Dollars
[] Cash
1675
FUNERAL PURCHASE CONTRACT
(STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED)
(Charges are only [or those items that are used. If we are required by law to use any items,
we will explain the reasons in writing below.)
5-6
(A) OUR SERVICE:
BASIC SERVICES OF FUNERAL DIRECTOR & STAFF ...... $
EMBALMING ....................................... $
If you selected a funeral which requires embalming such as a
fun oral with viewing, you ma y ha ye to pay for embalming. You
do not have to pa)/for embalming you did not approve if you
selected arrangements such as a direct cremation or immedi-
ate burial If we charged you for embalming, we will explain
why below.
REASON FOR EMBALMING:
OTHER PREPARATION OF THE BODY .................. $
USE OF FACILITIES & EQUIPMENT:
For Funeral Ceremony, incl. staff (Funerll Home. Church or Othed . . $
For Visitation or Viewing, incl. staff(FuneralHome, Church or Other) $.,
For Graveside Service, incl. staff .......................
TRANSFER OF REMAINS TO FUNERAL HOME ........... $
(. Miles Transported)
AUTOMOTIVE EQUIPMENT:
Casket Coach (Hearse) ............................
Sedan (Family Car) ............................. $
Clergy Car/Lead Car ....... ; ....................
Serv;ce Car/Flower Car ..........................
OTHER SE RVICES/FACILITIES/EOUIPMENT;
Memorial Service, incl. staff (Funerll Hem., Church or Otherl . .
Custodial Care ................................... $
MISCELLANEOUS MERCHANDISE:
Acknowledgment Cards ...........................
Visitors Register .................................
Memorial Cards/Prayer Cards ....................
CASKET
OUTER BURIAL CONTAINER (As Selected)
OTHER MERCHANDISE:
Receptac(e (other than casket)'-~[~ ~--~
Wearing Apparel
FORWARD,NG OF REMA,NS TO ANOT,ER FUNERAL,O~E ....................
RECEIVING OF REMAINS FROM ANOTHER FUNERAL HOME ....................
DI"ECT CREMATION (As Selected) .......................................
I~EDIATE BURIAL (As Selectedl .......................................
Total(A)
Name of
Merritt-Adams Funeral Itome
404 Decatur Street
CUMBERLAND, MARYLAND 21502
(301) 722-5700
Prearr. angee Z-/Tiff r-eL
Date of Death
CASH ADVANCE ITEMS:
Additional Autoe .....................................
Transportation ....................................... $
Flowers .............................................
Cemetery ........................................... $
Telegrams and Telephone Calls .........................
Clergyman .......................................... $
Special Music
Death Notices ....................................... $
////CfeCiliedC°pies ........................... ' ......... .. $ ,
~. ~. ~,.,¢//'~/7,,,7 $
Age ~
(Please PRINT Name)
19 .... Deceased is .of Person arranging services.
(Give Relationship)
Total(A) Fon/vard $ ,9~_ ~_~
Total (B) $ /,~'>'~, ~
(C) ADDITIONAL ITEMS ORDERED LATER:
It is agreed any additional items ordered later shall become
a part of this contract and shall be inserted herein. Total (C) $
LEGAL, CEM. E, TERY, CREMATORY OR O~ER REQUIREMENTS COMPELLING THE PURCH~E OF ANY ITEMS LISTED
~e ~erslgned purch~ser(s) hereby n~tos~ ~o the following: (1} ~e did ( ~did not ( ) authorize embalming of
the above named deceased. (2} ~a were shown n C~skst Prics List and an Outer Burial Container Price Mst ~fore lh~ mhowing
of caskets and outer burial containers. (3) I~e were given/offered for relenlion n Genernl Pricm Mst u~n the beginning of ~
discussion of funeral arrangements ~nd/or selection of semites sad merchandise.
~a~s: NOTE: Cash Advance Items (B) are mon~es set aside for your
convenience. However; Merrett-Adams Funeral Home~ assumes no
responsibility for Cheer quai~cy, ~nfiaC~on, e~c. Therefore
additional funds may be required for ~hese ~Cems.
I, or we, having read the above, ~ccept and approve same, ~nd jointly and severMly promise to make full ~ymont therefor.
Receipt of a copy of this contract is acknowledged.
' Signature of Pffrcha~er(s) ~ street Add(~s
,//£/"
Total (A) & (B)
Signature of Purchaser(s)
Signature o! PurchaseHs)
We agree to render the sen/ice and furnish the
merchandise indicated above.
Merri.tt-Adams Funeral Home
Zqp Code
Street Address City and State Zip Code
Street Ad,d~e~s /) City and State Zip Code
Merritt-Adams Funeral Home
(Formerly Silcox-Merritt Funeral Service)
404 Decatur Street
Cumberland, Mi) 21502
Supplemental Agreement To Establish An Irrevocable Pre-Need Funeral Service Trust
THIS AGREEMENT is made between Merritt-Adams Funeral Home ~ith its principal place of business at 404 Decatur
Street, Cumberland, Maryland, 21502, (referred to as Trustee), and Z. au~-r.:~ (~. ~d~r~
(referred to as Purchaser) and is incorporated into a pre-need funeral contract heretofore executed by the parties. In the
case of any conflict between terms or provisions of the pre-need contract and this Supplemental Agreement, this Agreemenl
controls and prevails.
The parties agree as follows:
1. Purchaser hereby establishes a Trust for the purpose of securing performance by Trustee of the pre-need contract. All
funds paid by Purchaser under the contract will be held by the Trustee to assure performance.
2. This Trust is being established in accordance with the provisions of subsection'~404 (e) (4) Of the Health Occupations
Article (Annotated Code of Maryland), for the purpose of enabling Purchaser to be eligible for Social Security benefits or for
any benefits under any other plan which restricts eligibility to those with limited assets.
3. This Trust shall be irrevocable and shall take effect immediately upon application by Purchaser for benefits under 42
U.S.C. subsection 1832 et. ~_q., or under any other plan that restricts eligibility to those with limited assets.
4. At such time as this Trust becomes irrevocable, Purchaser relinquishes and waives all rights to funds paid Trustee in
accordance with the pre-need contract, except as hereafter provided in Paragraph 6.
5. Any income earned by the Trust shall be credited to the Trust account for the benefit of the Purchaser, in accordance
with the terms of the pre-need contract.
6. All Trust funds and any earned income shall be placed with a substitute trustee appointed by the Purchaser (or by the
Trustee if the Purchaser does not exercise this right) in the event that:
a. The business of Trustee is discontinued;
b. Trustee is unable to perform under the terms and conditions of the pre-need contract; or
c. Purchaser fails to pay the entire contract price before the death of the beneficiary and Trustee
considers the pre-need contract void.
7. Purchaser, a relative of Purchaser, or legal representative of Purchaser may appoint and substitute a Trustee other than
the one designated in this Agreement and in the pre-need contract. In this event, written notice of the name and address of
the substitute Trustee shall be given to Trustee named in the Agreement, who shall, after transfer of the thrust funds, be
released from all further obligation and liability.
THIS DOCUMENT CREATES AN IRREVOCABLE TRUST. UNDER THE TERMS OF THIS DOCUMENT, A BUYER
MAY NOT RECEIVE A REFUND OF ANY PAYMENTS MADE FOR THE PRE-NEED BURIAL CONTRACT.
12N WITNESS WHEREOF, the parties have executed this Agreement on this ~-//~
I (We) by signature acknowledge that I (we) received a copy of this Trust Agreement.
day of__
WITNESS:
/O?r;L ,39-.
(SEAL)
LICENSED MORTICIAN LICENSE NO.
Representative of Merritt-Adams Funeral Home
PURCHASER
0
· Eric W. Sowers · Alan M. Sowers ' Marilou M. Sowers
Alt. Route 40 West · Box 729 · Frostburg, MD 21532-9563 · 301-689-1661
STONE DESCRIPTION
INSCRIPTION
I VERIFY THAT THE ABOVE INSCRIPTION IS HOW'IT WILL APPEAR ON STONE.
CEMETERY
STONE, INSCRIPTION & INSTALLATION $
OTHERPr~oaid Daza of Dearth - $
TAX $
TOTAL
LESS DOWN PAYMENT
BALANCE DUE
,T-r. $
20~~ . Ou
60, O0
~_ U. 45
$ 329.45
.~; .. Dollars $
FROSTBURG MEMORIALS, agree to perform the a~ve by ~--~- ~*---~,~
Billing
It is understood and agr _e~/:~'y the purchaser herein that the property and material' as specified in this contract shall remain the absolut~
property of FROSTBURG MEMORIALS, until the contract price herein mentioned is fully paid and satisfied to the said FROSTBURG
MEMORIALS, and it is also understood and agreed the said FROSTBURG MEMORIALS shall have the right and privilege to remove
said property from said burial lot if the contract price is not fully paid within a reasonable time after work as above specified is completed.
THIS CONTRACT DOES NOT INCLUDE ANY FUTURE LETTERI,~,G9
ADDRESS
OF
PURCHASER:
Signed by ,/~,~x.~.,.~ ( ~.. ~
.... ;'": " ' .......... ""- For Frostburg Memorials
Signed by
/.-r,'.~., ,~ ~ , , "-7">"? ..c-c~_..~--.-
Purchaser
REV-1509 EX + (1-97)
SCHEDULE F
coMMo.wE,u_,. OF.E..SV.V^.,^ JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Laura C. Miller SS# 201-16-0512 05/18/2003
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
FILE NUMBER
21-03 -491
SURVIVINGJOINTTENANT(S) NAME ADDRESS RELATIONSHIPTO DECEDENT
A. Harold E. Miller, Jr. Son
17055
815 North Arch St.
Mechanicsburg, PA
JOINTLY-OWNED PROPERTY:
Lc ~ ~ ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM ~FOR JOIN1 MADE Include n~e of fina~i~ institution Md b~l
account number or similar identi~ing numbe DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT Affach deed for jointly-held mai estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE~
1 A 10/16/98 M&T Bank - Checking Acct. 4,065.05 50.00% 2,032.53
#60158204, opened 10/16/98
in names of Decedent and
Harold E. Miller, Jr.
2 A 02/19/97 M&T Bank - Certificate of 3,940.19 50.00% 1,970.10
Deposit #310039145544538,
issued 02/19/97 in names of
Decedent and Harold E.
Miller, Jr., principal
($3,933.47) and interest
($6.72).
3 A 07/10/96 M&T Bank - Certificate of 6,109.91 50.00% 3,054.96
Deposit #31003914525703,
issued 07/10/96 in names of
Decedent and Harold E.
Miller, Jr., principal
($6,107.82) and interest
($2.09).
4 A 07/10/96 M&T Bank Certificate of 3,833.28 50.00% 1,916.64
Deposit #31003914525688,
issued 07/10/96 in names of
Decedent and Harold E.
Miller, Jr., principal
($3,812.56) and interest
($20.72).
5 A 04/02/01 M&T Bank - Certificate of 2,086.67 50.00% 1,043.34
0.00
TOTAL(AlsoenteronlineS, R~apitulation) $ 10,017.57
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1509 EX (Rev. 1-97)
Estate of: Laura C. Miller
Soc Sec #: 201-16-0512
Date of Death: 05/18/2003
Item Ltr for Date
# Jt Ten Joint
Continuation of Schedule F
(Jointly Owned Property)
Description of property
Total Vai
of Asset
Decds Dollar Val of
% Int Decds Interest
Deposit #31003913914981,
issued 04/02/01 in names of
Decedent and Harold E.
Miller, Jr., principal
($2,083.85) and interest
($2.82).
0.00
FNA Allfirst Bank
-July 29, 2003
Law Offices
Marlin R. McCaleb
Frankeberger Place
219 East Main Street
P.O. Box 230
Mechanicsburg, PA 17055
RE: Estate of Laura C. Miller
Date of Death: May 18, 2003
Social Security Number: 201-16-0512
Dear Mr. McCaleb:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type ........................... Certificate of Deposit
Account Number. ...................... 31003913914981
Ownership (Names of) .............. Harold E. Miller Jr. or Laura C. Miller
Opening Date ........................... 04/02/01
Balance on Date of Deatk ......... $2,083.85
Accrued Interest $ 2.82
Total. ...................................... $2,086.67
Account Type ........................... Certificate of Deposit
Account Number. ...................... 31003914525688
Ownership (Names oj) .............. Harold E. Miller Jr. or Laura C. Miller
Opening Date ........................... 07/10/96
Balance on Date of Deatk ......... $3,812.56
Accrued Interest $ 20.79,
Total. ...................................... $3,833.28
· Page 2 July 29, 2003
Account Type ........................... Certificate of Deposit
Account Number. ...................... 31003914525703
Ownership (Names oj') .............. Harold E. Miller Jr. or Laura C. Miller
Opening Date ........................... 07/10/96
Balance on Date of Death. ......... $6,107.82
Accrued Interest $ 2.09
Total. ...................................... $6,109.91
Account Type ........................... Certificate of Deposit
Account Number. ...................... 31003914554538
Ownership (Names od~ .............. Harold E. Miller Jr. or Laura C. Miller
Opening Date ........................... 02/19/97
Balance on Date of Deattt ......... $3,933.47
Accrued Interest $ 6.72
Total. ...................................... $3,940.19
Account Type ........................... Checking Account
Account Number. ...................... 60158204
Ownership {Names oj) .............. Harold E. Miller Jr. or Laura C. Miller
Opening Date .............. ~ ............ 10/16/98
Balance on Date of Deatlt ......... $4,065.05
Accrued Interest $ 0.00
Total. ...................................... $4,065.05
Sincerely,
Charlene Warrington, Associate I
(302) 934-2722
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Laura C. Miller SS~ 201-16-0512
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
05/18/2003 21-03-491
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
5.
6.
7.
:UNERAL EXPENSES:
Merritt-Adams Funeral Home, Cumberland, MD
Merritt-Adams Funeral Home, Cumberland, MD
Merritt-Adams Funeral Home, Cumberland, MD
expense: transportation
closing grave.
funeral bill.
gravemarker.
additional funeral
of ashes to Cumberland, MD, opening and
~,DMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Zip
Year(s) Commission Paid:
Attomey's Fees Law Offices-Marlin R. McCaleb
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
1,151.00
329.45
300.00
600.00
63.00
$ 2,443.45
Form REV-1511 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Laura C. Miller SS# 201-16-0512
NUMBER
4
II,
SCHEDULE J
BENEFICIARIES
05/18/2003
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and
trensfem under S~. 9116(a)(1.2)]
Harold Edward Miller, Jr.
815 N. Arch Street
Mechanicsburg, PA 17055
Linda L. Rudy
20 Biddle Road
Carlisle, PA 17013
Kathi S. Bowen Rogers
337 Old Stonehouse Road
Boiling Springs, PA 17007
Patricia A. Raudabaugh
1171 Rhoda Blvd.
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
Daughter
Daughter
FILE NUMBER
21-03~491
Daughter
AMOUNT OR SHARE
OF ESTATE
10,244.05
226.48
226.49
226.49
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATEI ON REV 1500 COVER SHEET
YON-TAXABLE DISTRIBUTIONS:
%, SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
!, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
$
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estateof Laura C. Miller No. 21-03-491
also known as Date of Death 05/18/2003
, D~oei~curity No. 201 - 16 - 0512
Harold Edward Miller, Jr.,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative , f; ~ /
Name of / " ( - '~ ' ~''' '
/Ha~oldEdWa'-~~. rd Miller, Jr.
I.D. No.: Signature:
Address: 219 East Main Street Address:
815 North Arch St.
Mechanicsbur~, PA 17055
Telephone: 717/691-7770
Telephone:
Mechanicsbur~, PA 17055
717/697-1505
Dated:
Description
(See continuation page(s) attached)
Value
(Attach additional sheets if necessary) Total: 3,349.39
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. ~ ~fC~l/-? ,4n~
Estate of:
Date of Death:
County:
Laura C. Miller
05/18/2003
Cumberland
INVENTORY
PERSONAL PROPERTY:
Bankers Life & Casualty Co.
refund.
Bethany Towers refund of
security deposit
Frostburg Memorials - pre-need
funeral expense,
gravemarker, purchased by
Decedent on 04/03/95.
Household goods and contents
furniture and furnishings
Merritt-Adams Pre-Need Plan
Pre-Need funeral services
plan purchased by Decedent
on 04/04/95.
The Patriot-News Co. refund.
Travelers Ins. Co. refund of
overpayment.
159.57
53.47
329.45
1,625.00
1,151.00
24.90
6.00
TOTAL RECEIPTS OF PRINCIPAL ...............
3,349.39
3,349.39
-1-
BUREAU OF ZNDZVZDUAL TAXES
INHERITANCE TAX DIV/S/ON
DEPT. Z80601
HARRZSBUR~, PA 171ZG-nG01
HARLIN R HCCALEB ESQ
H R HCCALEB LAW OFCS
PO BOX 250
MECHANICSBURG PA 17055
COHHONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
REV-IS47 EX &FP C01-05)
DATE
ESTATE OF
DATE OF DEATH
FZLE NUHBER
COUNTY
ACN
10-15-Z005
HILLER
05-18-2005
Z! 05-0491
CUMBERLAND
101
Amount Reel t'l:ed
LAURA C
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGTSTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-15&7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF HILLER LAURA C FZLE NO. 21 05-0491 ACN 101 DATE 10-15-2003
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2).
$. Closely Held Stock/Partnership Interest (Schedule C} ($).
4. Mortgages/No,es Receivable (Schedule D) (4)
5. Cash/Bank Deposits~Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6}
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Hortgege Liabilities/Liens (Schedule l) (10)
11. Total Deductions
12. Nat Value of Tax Return
O0
O0
O0
O0
3,$49 39
10z017.57
O0
(8)
2,443.45
15.
14.
NOTE:
.O0
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Subject to Tax
Zf an assessment Has issued previously, lines 14, 15 and/or 16,
reflect figures that include the total of ALL returns assessed to date.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fora with your
tax payment.
13,366.96
2.~3.G5
10,923.51
.00
10,923.51
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spouse1 rate
16. Amount of Line 1~ taxable at Lineal/Class A rate
17. Amount of Line 14 at S/bl/ng rata
16. Aeount of Line 14 taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDZTS:
PAYHENT RECEZPT DISCOUNT (+)
DATE NUHBER /NTEREST/PEH PA/D (-)
09-05-Z005 CDOOZ98Z . O0
TOTAL TAX CREDZT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
491.56
.00
.00
.00
( XF TOTAL DUE XS LESS THAN $1, NO PAYHENT TS REI~UXRED.
XF TOTAL DUE TS REFLECTED AS A 'CREDXT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SXDE OF THXS FORH FOR 1NSTRUCTXONS. )
49! .56
AMOUNT PAZD
(15) .00 x O0 = .00
(16) 10,925.51 x 045= 491.56
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= 491.56
17, 18 and 19 ~ill
RESERVATION:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying an ar before December 1Z, 1982 -- if any futura 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
life ar for years, the Coamonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B [collataral) rate on any such future interest.
To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit ~ith Your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ILLSj AGENT
A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-I$13). Applications ara available at the Office
of the Register of Hills, any of the Z3 Revenue Oistrict Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-36Z-Z050; services for taxpayers ~ith special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shoun on this Notice oust object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Dapartaant of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 171ze-IOZ1,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should ba addressed in .riting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Raviae Un]t, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
DacadanV' (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedant's death, a five percent [SI) discount of
the tax paid is allowed.
The 15Z 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 and 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 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 et the rate of
six (6Z) percent par annue calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which ~ill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOS ara:
Interest Daily Interest Daily Interest Dally
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .000548 1987 9Z .000247 1999 7Z .OOO19Z
1983 16Z .000438 1988-1991 IIZ .000S01 2000 8Z .000219
1984 llZ .000301 199Z 9Z .000247 2001 9Z .000247
1985 13Z .000S56 1993-1994 72 .O00lgZ ZOO2 62 .000164
1986 lOT .000274 1995-1998 9Z .000247 2003 5Z .000137
--Interest is calculated as folio.s:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DATLY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Laura C. Miller
Date of Death:
May 18, 2003
Estate No.:
PA 21-03-0491
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 wh,ether administration of the estate is complete:
. Yes pi:! 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. I is Yes, state the following:
a. Did the person~resentative file a fmal account with the Court?
Yes 0 No J)O
b. The separate Orphans' Court No. (if any) for the personal representative's
account is;
c. Did the personal representative state an account informally to the parties in
interest? Yes)81 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.
d,~~~
Signature
Marlin R. McCaleb
Date: 04/20/05
Name
219 East Main Street
Mechanicsburg, PA 17055
Address
(717) 691-7770
Telephone No.
! C' .
'_L' .
Capacity: 0 Personal Representative
~ Counsel for personal representative
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
MCCALEB MARLIN R
219 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of MILLER LAURA C
File Number: 2003-00491
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:
5/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~