HomeMy WebLinkAbout02-1002PETITION FOR PROBATE and GRANT OF LETTERS
100
~~-o~-
Estate of I SABELLE H . MILLER No.
To:
also known as Register of Wills for the
County of ti,o,-1 anc3 in the
Deceased.
,~ ,, o n ~ c~ _ Commonwealth of Pennsylvania
Social Security No.
The petition of the undersigned respectfully represents that: named
Your petitioner(s), who is/are 18 years of ageFreobl~ua~ the2exec~ 9 , 19
in the last will of the above decedent, dated
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Cumberland County, Pennsylvania, with
Decendent was domiciled at death in
h Pte- last family or principal residence at
Tlri ~~~ ~
nn~. ~ (list street, number and muncipality)
November 3, , 19 2002
8 6 years of a e, died .
Decendent~ohgy piri Hospl~al
at was not divorced and did not have a child born or adopted
Except as follows, decedent did not marry,
after execution of the will offered for probate; was not the victim of a killing and was never adjudicate
incompetent:
$450,000.00
Decendent at death owned property with estimated values as fo ows:
(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) the probate of the last will and codicil(s)
rant of letters Testamentar
presented herewith and the g (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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~c ~ avi erm~yer
~:~ Sou Ba timore Street
Na Dillsbur PA 1 701 9-1 01 1
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ~~
Cumberland
COUNTY OF etition are
The petitioner(s) above-namethe knowledge and beli f of pet tion r(s) and thatf as personal represen-
true and correct to the best o will well and truly administer the estate according to law.
tative(s) of the above decedent petitioner(s) ~~ ~
Sworn to or affirmeSdth d subsdca bed
'Fl~nre me this t~ „„
nom.., ___ _ =~_
Tom,...-- oo'
a
~o
rti ~, ~ ,, i
nna M. Otto,Yst Depu egi
No. 21-2002-1002
Estate of ISABELLE H. MILLER ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW November 8th l~gx 200 consideration of the petition. on
the reverse side hereof, satisfactory proof having been presented before me
IT IS DECREED that the instrument(s) dated FRRRiTARY ~ 1 99A
described therein be admitted to pprobate and filed of record as the last will of
~iSABELLE H. MILLER
and Letters TESTAMENTARY
are hereby granted to G . DAVID GERMEYER
FEES
Probate, Letters, Etc.......... ~ 3 4 0.0 0
Short Certificates( lp......... , $ 3 0.0 0
Ii~a>it~ix x . x- P.a ge s ..6 . $ 18 .0 0
JCP ~ 10.00
TOTAL ~ 398.00
Filed NOv.~~bex'.13.th.,.2Q02...........
f
Register of Wills
Donna M.Otto 1st Deputy
~~
ORNExx1Sup. Ct. I.D.,No.)
S ve Howell, Esquire
.D. # 62063
ADDRESS
619 Bridge Street
PHONE
New Cumberland, PA 17070
(717) 770-1277 Voice
(717) 770-1278 Telecopier
MAILED LETTERS TO ATTORNEY ON 11-8-02
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
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NAME OF DECEDENT i,Fnp. M.oge. ;aal ~ 5Ex Sa:C1Al SECURITY NUMBER GATE FOEATN,MCmn. Day.'W~;.~
+. ISABELLE MILLER
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G. David Germeyer
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LAST WILL AND TESTAMENT
OF
ISABELLE H. MILLER
021 ~~-~oo~
I, ISABELLE H. MILLER, of New Cumberland, York County,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becoming due by reason
of my death, whether such taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executor out of the property passing under ITEM IV of
this Will, as an expense and cost of administration of my estate. The Executor shall
have no duty or obligation to obtain reimbursement for any such tax so paid, even
though on proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay my just debts and the expenses of my
last illness and funeral expenses from the property passing under this Will as an
expense and cost of administration of my estate. I direct that I be cremated and that
my ashes be joined with those of my late husband Curtis and scattered from a plane
into the Susquehanna River.
°~-
ITEM Ill: I make as special bequests those items of my personal property set
forth on Exhibit A, which Exhibit is incorporated herein, to those persons set forth on
said Exhibit;
ITEM IV.• I devise and bequeath all of the rest, residue and remainder
whatsoever nature and wherever situate as follows:
(a) 50% to my son, G. DAVID GERMEYER. In the event he should
predecease me, one half (1 /2) of his share shall be paid to his wife, RUTH
GERMEYER and one half (1 /2) of his share shall be paid to her daughter, DIANE
ETSWEILER. If either RUTH GERMEYER or DIANE ETSWEILER do not survive
me or my son G. David Germeyer, this share shall be paid in full to the survivor of
them.
(b) 25% to my son, DONALD RODERICK GERMEYER. In the event
he predeceases me, his share shall be added to the share payable in subsection IV(a)
above.
(c) IS% to my niece, FRANCES FELTON. In the event she should
predecease me, this share shall be added to the share payable pursuant to subsection
IV(a) above.
(d) 1 D% to my sister, LIBBY FELTON. In the event she should
predecease me, this share shall be paid to her son, Rodney Felton.
2 ~'~~
ITEM YII.• I appoint my son, G. DAVID GERMEYER, to be the Executor of
my Estate. In the event my son cannot act or refuses to act as Executor for any
reason, I nominate, constitute and appoint DIANE ETSN'EILER, as alternate
Executrix. Any Executor is specifically relieved from the duty or obligation of filing
any bond or other security.
IN A'ITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding 3 pages, at the end of
each page of which I have also set my initials for greater security and better
identification this ~~ day of 2~,~ ~ 1998.
~,~. ~~~ ~ ll ~-~- (SEAL)
ISABELLE H. MILLER
We, the undersigned, hereby certify that the foregoing Will was signed, sealed,
published and declared by the above-named Testatrix as and for her Last Will and
Testament, in the presence of each other, have hereunto set our hands and seals the
day and year first above written, and we certify that at the time of the execution
thereof, the said Testatrix was of sound mind and memory.
~~c-LG~ Residing at: 205A Tenth Street
LISA ZI New Cumberland, PA 17070
~ ~ 1
Residing at: 313D Eden Road
MICHAEL T. STEPH NS Lancaster, PA 17601
4 '
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
. SS.
COUNTY OF CUMBERLAND
I, ISABELLE H. MILLER, Testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament;
that I signed it willingly, and that I signed it as my free and voluntary act for the
purposes therein expressed.
.~ ~~ eis~ l ~l . ~~:~.. (SEAL)
ISABELLE H. MILLER
Sworn to and subscribed
bef e m this ~ day
of 1998.
ARY PUBLIC
My Commission Expires:
(SEAL)
NCYTAflIAL SEAL
8rbera Sample-SulNven.1'b1~rY Putf(Ic
Nerr CWnbeAand Bono. Canbe~lard Ce.
Mr Gornmisalon Expmes Nov. 15,19
$ /'~
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
. SS.
COUNTY OF CUMBERLAND
We, Lisa Zizis, and Michael T. Stephens, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw Testatrix, Isabelle H. Miller, sign and
execute the instrument as her Last Will and Testament; that Testatrix signed willingly
and she executed said Will as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testatrix signed the Will as
witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen
(18) or more years of age, of sound mind and under no constraint or undue influence.
Lisa Zizis Michael T. Stephens
Sworn to and subscribed
bef this ~ day
of 1998.
~~
NOTARY PUBLIC
My Commission Expires:
(SEAL)
NOTRRIAL 3ERL
Neer Cuero g
Ovmrr+Issiorr Expires Nov. t~, t999 6
EXHIBIT A
SPECIAL BEQUESTS OF ISABELLE H. MILLER
To mX son - G. David GermeLer
1. Walnut Desk & plank bottom chair (living room);
2. Regulator wall clock (living room PER Cam's wish);
3. Small box of family jewelry and jewelry inside (top drawer of my dresser);
4. 1 box of Henderson papers (under my bed);
5. Box of photographs from Henderson estate, and
6. Framed photo of his Grandpa Henderson (dining room cupboard).
To my son -Donald Germeyer
1. Spool chest and stand;
2. Hand painted picture by his friend, Mrs. Knisely (mantel);
3. Hummel figurine he gave me (bottom drawer, my dresser);
4. Small ruby stone ring /malachite drop necklace / my high school
graduation ring, (top drawer dresser in bedroom).
To mx daughter-in-law -Ruth Germe~er.
1. Drysink
To my sister - Libby Felton
1. All thistle glassware (in built-in dining room cupboard);
2. Wooden flower and fruit plate (dining room wall).
To my Granddaughter -Diane
1. Welcome sampler I made in 1938 (Downstairs bathroom), and
2. All trivets hanging in dining room and assorted tiles in dining room.
DATED: ~~ 2 -y ~ ~~=~~ ~ `<-'~,ea.~
ISABELLE H. MILLER
7
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ISABELLE H. MILLER
Date of Death: NOVEMBER 3,;2002
will No. o2/-~OaZ- /QQ~ Admin. No.
To t)ie Regis l.er
i certity'~I~at notice of beneficial interest required by
Rule 5.6(a) of the OrE~l~ans' court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
_J
Name
Address
G. David Germeyer at 306 South Baltimore Street, Dillsburg, PA 17019
Donald Roderick Germeyer at 124 Logan. Road, Dillsburg, PA 17019
Frances Felton at 1022 Beech Street, Scranton, PA 18505
Libby Felton at 2425 Brittany Drive, Nashville TN 37206-1564
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N ~{~
Date: ~~ ~ ~~ 0 Z
turQ
Name Steven Howell, Esquire
Address 619 Bridge Street:
New Cumberland, PA 17070
Telephoneh17) 770-1277 von .P
:717 770-1278 Fax
Capacity: Personal Representative
~ Counsel for personal
representative
RW-35
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
REV-1162 EX(11-96)
NO. CD 002268
HOWELL STEVEN ESQUIRE
619 BRIDGE STREET
NEW CUMBERLAND, PA 17070
fold
ESTATE INFORMATION: ssN: i 5s-24-sots
FILE NUMBER: 2102-1002
DECEDENT NAME: MILLER ISABELLE H
DATE OF PAYMENT: 03/ 10/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /03/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 532,087.48
TOTAL AMOUNT PAID:
REMARKS: STEVEN HOWELL ESQUIRE
CHECK#111
INITIALS: JA
532,087.48
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~2-~~- io
~, BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-abDl NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 E% pff (01-031
~'' "``- ~ DATE 04-21-2003
ry ESTATE OF MILLER ISABELLE H
DATE OF DEATH 11-03-2002
FILE NUMBER 21 02-1002
STEVEN HOWELL ESQ ~d3 A~ 2$ ~ 3~~~ COUNTY CUMBERLAND
HOWELL LAW FIRM ACN 101
^~
619 BRIDGE ST l.'~'}< f- ~* Anount Remitted
NEW CUMBERLAND PA ~POTT~£=~+ +-' ~~=~~ ~`
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION
FOR YOUR RECORDS ~
--------------------------------------------
REV-15 _
-----------------
47 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
---------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER ISABELLE H FILE N0. 21 02-1002 ACN 101 DATE 04-21-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 232 ~ 480.43 credit to your account
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .00 ,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 283,39 2.85 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Totai Assets (g) 515,873.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,250.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 17.476.01
11. Total Deductions
12.
Net Value of Tax Return (11)
(12) 4 7 6 9
470,146.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 470,146.33
NOTE: If an assessment was issued previously, lines
reflect figures that i
l
d 14, 15 andior 16, 17, 18 and 19 will
nc
u
e the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Anount of Line 14 taxable at Lineal/Class A rate (16) 352,609.74 X 045 . 15,867.44
17. Amount of Line 14 at Sibling rate (17) 47,014.64 X 12 5,641.75
18. Amount of Line 14 taxable at Collateral/Class B rate (18l 70,521.95 X 15 - 10,578.29
19. Principal Tax Due (iq) = 32, 087.48
TAX CREi)iTSe
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-10-2003 CD002268 .00 32,087.48
TOTAL TAX CREDIT 32,087.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAY BE DUE
e rtFGUUn cee oeveocr ~r..~ ..~ ~..~.. ~__.. ___ ___
,EV-1500EX(6-00i
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
\\- QS- to
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
MILLER ISABELLE H.
DATE OF DEATH (MM-DD-YEAR)
11/3/02
OFF!CIAL USE ONLY
C-
DATE OF BIRTH (MM-DD-YEAR)
7/22/16
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL)
N/A
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate \A\\achropyolWill)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dateofdeatha~er12.12-82i
o 7. Decedent Maintained a livinglrus\ (A~ach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95)
FILE NUMBER
21 0 2
1002
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (daleo/death prior to 12-13-82)
o 5, Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11 Election to tax under Sec. 9113(A) (A.\\act\ Sch 0)
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NAME
Steven Howell. Esquire
FIRM NAME.I''''pp!;"b'', .
HoweLL Law Flrm
TELEPHONE NUMBER
(717) 770 1277
COMPLETE MAILING ADDRESS
619 Bridge Street
New Cumberland, PA 17070
-bFFICIAL'USE'ONL'(
(8)
$515,873.28
x.O_ (15)
,.012 (16) $ 15.867.44
x .12 (17) $ 5,641.75
x .15 (18) $ 10,578.29
(19) $ 32,087.48
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporatlon, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
(1)
(2)
(3)
(4)
(5)
$283,392.85
(11)
(12)
(13)
$ 45.726.95
$470,146.33
$232.480.43
(6)
(7)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent Mortgage liab"il"rt'les, & liens (Schedule 1)
(9)
(10)
$ 28,250.94
$ 17,476.01
(14)
$470,146.33
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14laxable at lineal rate
$352,609.74
$ 47,014.64
$ 70,521.95
17. Amount of Line 141axable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
Messiah Villane
100 Mt. Allen Drive
CITY
Mechanicsburg
I STATE PA
I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$ 32,087.48
Total Credits (A + 8 + C) (2)
3. InteresVPenalty if appiicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E ) (3)
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE,
$ 32,087.48
A. Enter the interest on the tax due.
(5)
(5A)
8. Enter the total of Une 5 + 5A. This is the BALANCE DUE, (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
$ 32,087.48
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
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; Dr... ..
d. receive the promise for life of either payments, benefits or care? ..
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .... ...... ..........
Yes
......0
..............0
........0
...............0
......0
..a
.......0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
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DATE
a I ~ ( 0-1
306 South
SIGNATURE OF PREPARER 0
treet, Dillsbur , PA 17019
ADDRESS
Bridge street, 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. g9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)
The statute does not exemo1 a transfer to a surviving spouse from tax, and the statutory requirements for dJsclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. 99116(a)(I.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. 99116(1.2) [72 P.S. 99116(a)(I)).
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. 99116(a)(I.3)]. A sibling is defined, under Section 9102, as a'
indivIdual who has at least one parent in common with the decedent, whether by blood or adoption.
_"",o,,,,,,,,,,,n*
COMMONWEALTH OF PENNSYLVANIA
INHER\1 ANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
ISABELLE H MILLER
FILE NUMBER
2002-01002/21-02-1002
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NATHAN & LEWIS BROKERAGE ACCOUNT $232,480.43
TOTAL (Also enter 011 line 2, Recapitulation) $23~, 480.43
(If more space is needed, insert additional sheets of the same size)
"""'00""1"971.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ISABELLE H MILLER
FILE NUMBER
21-02-1002
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivol'$hip must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Waypoint Bank
Citizens Bank (6100716783)
Citizens Bank (6100706273)
Waypoint CD (244428)
Waypoint CD (244427)
Heritage Medical Group Refund
United Healthcare Refund
Miscellaneous
Cash
Verizon
Fackler
Series E
Dividend
Debit
$
$
$
$
$
$
89.60
10.44
3.00
50.00
50.02
24.45
VALUE AT DATE
OF DEATH
$ 95,562.60
$122,301.94
$ 29,802.93
$ 17,206.91
$ 17,247.70
$ 188.55
$ 854.71
$ 227.51
$283,392.85
TOTAL
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
RN"""''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
ESTATE OF
ISABELLE H MILLER
FILE NUMBER
21-02-1002
This schedule must be completed and 111ed If the answer to any oi questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAMEOFTHETRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER OA TE OF DEATH DECD'S EXCLUSI~~ TAXABLE VALUE
ATTACH ACOPVOF THE DEED FOR REAL ESTATE.
NUMBER VALUE OF ASSET INTEREST IFAPPUCABLE
1.
BOTH CERTIFICATES OF DEPOSIT ARE
INCLUDED AS 100% TAXABLE IN
SCHEDULE liE".
G. David Germeyer 17,247.70 100% $17,247.70
Haris (Now Waypoint Bank CD 244427)
Donald R. Germeyer 17,206.91 100% $17,206.91
Harris (Now Waypoint Bank CD 244428)
TOTAL (Also enteron line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
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.----.
~IWaynojnt
I8ANK
LOOK FOR US WE'LL GET YOU THERE.
January 8, 2003
Mr. Steven Howell, Esq.
619 Bridge Street
New Cumberland, P A 17070
Dear Mr. Howell,
As per the request of our Ms. Rebecca Ochs I am reporting the following information
concerning Certificates of Deposit held by Isabelle H. Miller here at Waypoint Bank.
As of the Date of Death ofIsabelle H. Miller, November 3,2002, the Certificates were
valued as listed below:
Cert.# In Trust For Value on I 1/3/2002
761244427 David Germeyer $17,247.70
761244428 Donald Germeyer $17,206.91
If additional information is required please feel free to contact either Rebecca or me at
7171761-7810.
Sincerely yours,
QJ~
Paul Schubert
Customer Service Representative
West Shore Plaza Branch
7171761-7810
LOOK FOR us. WE'LL GET YOU THERE
/
VI Wayt:tqi!1J
PAUL C. SCHUBERT
Customer Service Representative
Waypoint Bank
1200 Market Street
Lemoyne, PA 17043
7171761-7810
7171761.5820 lax
RD. Box 1711. HARRISBURG. PENNSY
Toll FreE 1-866-WAYPOINT (I-866-929-7646) . www.waypointballk.com
W'Iffl.waypointbank.com
paul.sd1ubert@waypoinlbank.com
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE 'TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
ISABELLE H MILLER
FILE NUMBER
21-02-1002
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
Wiedeman Funeral Homl;! $ 1,642.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) G. DAVID GERMEYER $ 15,475.00
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 3 0 6 South R~lt-imnrp ~rr~Pt-
City Dillsburg State PA Zip 17019
Year(s) Commission Paid: 2003
2. Attorney Fees S t Howell, Esquire $ 10,420.35
even
3. 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
4. Probate Fees
Register of wills $ 450.00
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Advertising Estate (Cumberland Law Journal &
Patriot News) $ 263.59
TOTAL (Also enteron line 9, Recapitulation) $ 28,250.94
(If more space is needed, insert additional sheets of the same size)
REV.T512EX>p.9Ti
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-02-1002
ESTATE OF
ISABELLE H ~rLLER
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
Pharmerica
Messiah Village
Paul Dalbey
Susquehanna Surgeons
G. David Germeyer
Heritage Medical Group
United States Treasury
Pennsylvania Department of Revenue
TOTAL
$ 440.22
$ 5,866.40
$ 30.00
$ 8.98
$ 8.84
$ 179.57
$ 9,416.00
$ 1,526.00
$ 17,476.01
TOTAL (Also enter on line 10, Recapitulation) $
(It more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
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NUMBER
J
NAME AND ADDRESS DF PERSON(SI RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (al (1.2IJ
1.
G. DAVID GERMEYER
306 South Baltimore Street
Dillsburg, PA 17019
Donald R. Germeyer
124 Logan Road
Dillsburg, PA 17019
Frances Felton
1022 Beech Street
Scranton, PA 18505
Libby Felton
2425 Brittany Drive
Nashville, TN 37206-1564
FILE NUMBER
')1 _n')_' nn')
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
Son
Ns,ece
Sister
AMOUNT OR SHARE
OF ESTATE
50% or $235,073.16
25% or $117,536.58
15% or $ 70,521.95
10% or $ 47,014.64
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - EN,ER ,O,AL NON-,AXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets 01 the same size)
CAST WILL AND TESTAMENT/"''\
OF
ISABELLE H. MILLER
r
I, ISABELLE H. MILLER, of New Cumberlalld, York County.
Pennsylvania, do make, publish and declare this to be my Last Wif/ and Testalllelll.
hereby revoking all Wills and Codicils by me at any time made.
ITEM I:
I direct that all inheritance and estate taxes becoming due by reason
of my death, whether such taxes may be payable by my estate or by any recipient of an)'
property, shall be paid by the Executor out of the property passing lindeI' ITEM IV of
this Will, as an expense and cost of administration of my estate. The Executor shaff
have no duty or obligation to obtain reimbursement for any such tax so paid, even
though on proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay my just debts and Ihe expense.> of lilY
last illness and funeral expenses from the property passing under this Will as an
expense and cost of administration of my estate. I direct that I be cremated alld Ihal
my ashes be joined with those of my late husband Curtis and scallered Irom a plane
into the Susquehanna River.
Sf Il})',
_____L_
,
_.-._~---~---
-- -~- - ----~--
/"'. --. .-,. -..
ITEM UI: 1 make as special bequests those items of my personal property set
forth on Exhibit A, which Exhibit is incorporated herein, to those persons set forth on
said Exhibit;
ITEM ~ 1 devise and bequeath all of the rest, residue and remainder
whatsoever nature find lvherever situate as follows:
(a) 50% to my son, G. DA VID GERMEYER. In the event he should
predecease me, onc half (J /2) of his share shall be paid to his wife, RUTH
GERMEYER and one ha?f (J /2) of his share shall be paid to her daughter, DIANE
ETSWE1LER. If either RUTH GERMEYER or DIANE ETSWEILER do not sun->ive
me or my son G. David Gemzeyer, this share shall be paid in full to the survivor of
them.
(b) 25% to my son, DONALD RODERICK GERMEYER. In the event
he predeceases me. his share shall be added to the share payable in subsection IV(a)
above.
(ci 15% to my niece, FRANCES FELTON. In the event she should
predecease me, this share shall be added to the share payable pursuant to subsection
IV(a) above.
(d) 10% to my sister, LIBBY FELTON. In the event she should
predecease me, this share shall be paid to her son, Rodney Felton.
2
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ITEM V: In the settlement of my estate, my Executor shall possess, among
others, thc following powers:
(a) To retain any investments I may have at my death, as long as the
Executor may deem it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such tenns and
conditions as the Executor may deem advantageous to the estate, any or all real or
personal property or interest therein owned by the estate;
(c) To pay all costs, taxes, expenses and charges in connection with the
administration oj my estate;
(d) To compromise controversies; and
(e) To do all other acts in the Executor's judgment deemed necessary
or desirable for the proper and advantageous management, investment and distribution
of the estate.
ITEM VI: Any person who shall have died at the same time as I shall have,
or in a common disaster with me, or under circumstance that the order of deaths
cannot be established by proof, or within thirty (30) days of my death, shall be deemed
to have predeceased me.
3
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ITEM VJl: I appoint my SOil, G. DA VlD GERM EYER, to be the Executor of
my Estate. In the event my son cannot act or refuses to act as Executor for any
reason, I nominate, constitute and appoint DIANE ETSWEILER, as alternate
,
Executrix. Any Executor is specifically relieved from the duty or obligation of filing
any bond 01' other security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding 3 pages, at the end of
each page of 1vhieh I have also set my initials for greater security and better
identification this ,IN'; day of }Fh.,P"^, , 1998.
(~'Sv~/.dJ( ([ ~
ISABELLE II. MILLER
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was signed, sealed,
published and declared by the above-named Testatrix as and for her Last Will and
Testmnent, ill the presence of each other, have hereunto set our hands and seals the
day and year first above written, and we certify that at the time of the execution
thereof, the said Testatrix was of sound mind and memory.
"---I /-
V~1 A. 7::p~1~
LISA ZIzJ]; I
Residing at: 20SA Tenth Street
New Cumberland, PA 17070
-rv~-TQf!0
MICHAEL T. S7EPH NS
Residing at: 313D Eden Road
Lancaster, PA 17601
4
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ACKNOWLEDGEMENT
COMMONWEAf-TH OF PENNSYLVANIA :
: 55.
COUNTY OF CUMBERLAND
:
I, ISABELLE H. MILLER, Testatrix, whose name is signed to the attached or
foregoing instrument. having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament;
that I signed it \1'illingly, and that I signed it as my free and voluntary act for the
purposes therein expressed.
-3 .::;.,*.t(~ IJ. .~
ISABELLE H. MILLER
(SEAL)
My Commission Expires:
(SEAL)
NOTARIAL SEAL
Bootwa Sumple,5uIIivM. NotlVy PublIc
New CumberlMd Boto. Cumborland Qq.
My Commlsslon.Expu"s Mov. 15, 1009
5
;unYi
,.....
./
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.
AFFIDA VIT
COMMONWEALTH OF PENNSYL VANIA :
: SS.
COUNTl' OF CUMBERLAND
:
We, Lisa Zizis, and Michael T. Stephens, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do
depose and say (hat we were present and saw Testatrix, Isabelle H. Miller, sign and
execute the instmment as her Last Will and Testament; that Testatrix signed willingly
and she executed said Will as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testatrix signed the Will as
witnesses: and that to the best of our knowledge the Testatrix was at that time eighteen
(] 8) or more years of age, of sound mind and under no constraint or undue influence.
. "--/) /-'
"V0f A-
Lisa Zizis
\
~'1
-114~ifJ-r: ~~
Michael T. Stephens
Sworn to and subscn'bed
~th.i' S( d.ay
of ~1998. ,
~.~
/ NOTARY PUBLTC
Aly Commission Expires:
(SEAL)
NOTARIAL SEAL
Berbem ~ HollII'y F'I.UIe
HowCumberton<l Boro. Cumbe...."'CO
My Commission E_ HOlt. 1S, 1GGG'
6
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or
EXHIBIT A
SPECIAL BEQUESTS QF ISABELLE H. MILLER
To mv son - G. David Gennever
1. Walnut Desk & plank bottom chair (living room);
2. Regulator wall clock {living room PER Cam's wish};
3. Small box of family jewelry andjewelry inside (top drawer of my dresser);
4. 1 box of Henderson papers (under my bed);
5. Box of photographs from Henderson estate, and
6. Framed photo of his Grandpa Henderson (dining room cupboard).
To my son - Donald Germever
1. Spool chest and stand;
2. Hand-painted picture by his friend, Mrs. Knisely (mantel);
3. Hummel figurine he gave me (bottom drawer, my dresser);
4. Small ruby stone ring / malachite drop necklace / my high school
graduation ring, (top drawer dresser in bedroom).
To my daughter-in-law - Ruth Germever
1. Drysink
To mv sister - Libbv Felton
I. All thistle glassware (in built-in dining room cupboard);
2. Wooden flower and fruit plate ( dining room wall).
To mv Granddaughter - Diane
1. Welcome sampler I made in 1938 {Downstairs bathroom}, and
2. All trivets hanging in dining room and assorled tiles in dining room.
DATED: ,2.?-" f
r.;tp,4L/' Ie ~.~
ISABELLE H. MILLER
7
~ Jjlll
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/24/2004
GERMEYER G DAVID
306 SOUTH BALTIMORE STREET
DILLSBURG, PA 17019-1011
RE: Estate of MILLER ISABELLE H
File Number: 2002-01002
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: 11/03/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Zncerel _~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ISABF. LLE H. MILLER
Date of Death: November 3, 2002
Will No.' 2002-01 002
Admin. No.: '~1%- 0~. ~00
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. Lethe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No l~X
...... b, Th¢-soparateO~hans;CourtNo; (if any) forthepcrsonatrepresentafiVe,s
account is:
c. Did the personal representative state an account informally to the parties
. in interest? Yes ~ No
See Family Settlement Agreement filed 3/17/03.
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk office Orphans' Court
and may be attached to this report.
Steven Howell, Esquire
. .~ '" 619 Bridge Street
Address
New Cumber.land, PA 17070
:: Telephone No.
.:.c · .,~ 71 7-770-1 277
~' '~ Capacity: [] Personal Representative
[~%,Counsel for personal representative
ID 62063