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Home My WebLink About05-01-12 (2)1505610140 -'' REV-1500 Ex (°'.'°' OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box zaosol 2 1 1 2 0 3 3 9 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDVYYY 4 2 0 1 2 1 2 3 1 1 9 3 1 Decedent's Last Name Suffix Decedent's First Name MI M I L L E R P O L L Y K (If Applicable) Enter Surviving Spouse's Infortnatlon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13.82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ `.i. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ EI. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 1'I. Election to tax under Sec. 91 t 3(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number C H R I S T O P H E R E R I C E 7 1 7 2 4 3 3!-~ 4 1 First line of address M A R T S O N L A W O F F I C E S Second line of address 1 0 E H I G H S T R E E T City or Post Office C A R L I S L E State ZIP Code c~ - , _ REGISTER LLS USEYNILY !~ ~ ~ ~ ,, =- ti ` _ ~ [ L 'i7~ 1 r n __ rv~`, /~"}~7 - - , o -„ `,, .~ ~ l DATE FILED ~~ t7 ~ i ~-~ P A 1 7 0 1 3 Correspondent's a-mail adtlress; CRICEna,MARTSONLAW.COM Under penalties of perjury, I deGare that I have examined this relum, including aocompanytng schedules and statements, antl to the best of my knowledge and belie) it is true, coned antl complete. DeGaration of preparer other than the personal representative is basetl on all Information of whidr preDarer has any knowledge. -s n - SIGI~A]k1~Ofj PR~-ARER_SyTj1ER THAN REPRESENTATIVE ~_ ~A~E /~ 10 E HIGH STREET CARLISLE PA 17U13 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 • 1 ne tax laic IIII)x15eU u0 a1tl IICI value Vi 4 anJiCIJ lV ur NI uio Wo ui uio uot,oucnta orunnya m i c ycwcm lr c i ..,. ya i ivtoA i.vp. ., v~mn~y ~., ....~~~~...,~ ... ~...., Section 9102, as an individual who has at least one parent in trommon with the decedent, whether by blood or adoption. 15Q561024O REV-1500 EX Decedent's Social Security Number oecedenfs Name: P O L L Y K• MILLER RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) .................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 5 5 7 Q 7 • 6 4 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. • 8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 5 5 7 0 7 , 6 4 9. Funeral Expenses and Administrative Costs (Schedule H) ................ .. 9. 7 Q 6 2 . 7 6 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... .. 10. 9 9 3 . 5 7 11. Total Deductions (total Lines 9 and 10) ............................. .. 11. 8 0 5 6 . 3 3 12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 4 7 6 5 1 . 3 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to taz has not been made (Schedule J) .................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................... .. 14. 4 7 6 5 1 • 3 1 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 - D Q Q 15. D. Q Q i6. Amount of Line 14 taxable at lineal rate x .o4s 4 7 6 5 1. 3 1 1s. 2 1 4 4. 3 1 17. Amount of Line 14 taxable at sibling rate X .12 Q Q Q 17. 0. Q Q 18. Amount of Line 14 taxable at collateral rate X .15 Q Q Q 1g. Q, Q Q 19. TAX DUE .................................................... ..19. 2 1 4 4. 3 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15Q561O24O 1505610240 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 12 0339 DECE ENT'S NAME POLLY K. MILLER STREET ADDRESS 700 South Hanover Street _ CITY STATE ZIP Cazlisle PA 17013 Tax Payments and Credits: t. Taz Due (Page 2, Line 19) (1) 2,144,31 2. Credits/Payments A. Prior Payments B. Discount 107.22 Total Credits (A * B) (2) 107.22 3. Interest (3) 4. If Line 2 is greater than Une i +Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Llne 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,037.09 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................ ...... ^ b. retain the right to designate who shall use the property transferred or its income : ......................... ...... ^ c. retain a reversionary interest; or ........................................................................................... ..... ^ d. receive the promise for life of either payments, beneflis 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 `intrust for' orpayable-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 designatlon? ............................................................................................ ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE'G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [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 percent, 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 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undo Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. RESEDENT DECEDENTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: POLLY K. MILLER 21 12 0339 InGude the proceeds of litigation and the date the proceeds were recefvetl by the estate. All property iolnt owned with dght of survivorehlp must be diselosetl on Sehedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Sovereign Bank checking ******3736 52,712.40 See attached 2. Aotna, refund 66.89 3. SERS, prorated benefit 13.81 4. Miscellaneous deposit 22.95 5. PA Treasury, Unclaimed Property proceeds 186.44 6. UGI, refund 141.83 7. PSERS, prorated benefit 41.47 8. The Sentinel (newspaper), refund 13.84 9. Bottom Line Health Boazdroom, Inc., subscription refund 12.47 10. Chase, check issued but not deposited prior to date of death 1,845.54 11. M&T Bank, distribution from Cole B. Price, Jr.TUW 650.00 TOTAL (Also enter on Line 5, Recapitulation) ~ E If more space is needed, insert additional shee5 of paper of the same size REV-1511 Ex+ (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER POLLY K. MILLER 21 12 0339 Decedent's debts must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Carliste, PA 2,196.48 2. Funeral luncheon 337.04 3. Georges' Flowers 83.74 4. 2nd Presbyterian Church, ministerial and church donations for funeral services 600.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) SVeet Address Ciy State Year(s) Commission Paid: Z, attomeyFees: Manson Law Offices 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent 4. probate Fees; Cumberland County Register of Wills 6 Accountant Fees: 6. Taz Retum Preparer Fees: 7. Register of Wills, filing fee, Inheritance Tax Return 8. Additional Probate fee ZIP 3,635.00 ZIP 150.50 15.00 45.00 TOTAL (Also enter on Llne 9, Recapitulation) I S 20fi296 If more space is needed, use additional sheek of paper of the same size. REV-1512 EX+ (72-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE 7AX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER POLLY K. MILLER 21 12 0339 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Masland Associates, account payable 134.97 2. Alert Pharmacy, account payable 3. ~ Chapel Pointe, account payable 190.84 667.76 TOTAL (Also enter on Lines 10, Recapitulation) I S If more space is needeq insert additional sheets of fhe same size. REV-1513 EKt (01-10) pennsylvania I SCHEDULE J DEPARTMENT OF 0.EVENUE I BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: P(17 T V K MTT T FR 7.1 12 0339 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outr' ht spousal tlistribulions and Vanslers under Sec. 9116 (a) (1.2).] 1. Susan M. Wiener Lineal 23,825.66 5 East Oakwood Drive Carlisle, PA 17014 2. Douglas P. Miller Lineal 23,825.65 400 Franklin Avenue Northfield, NJ 08225 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 CIDVER SHEET. $ If more space is needed, use additional sheets of paper of the same size. REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 2,146.43 Discount: 107.22 Interest Table Year Days Delinquent this time period Balance Due Interest this year this period Before 1981 1982 _ 1883 1884 __ 1985 1986 1887 1888 throw h 1991 1992 1893 throw h 1994 _ 1895 throw h 1998 _ 1899 _ 2000 _ 2001 ~ _ 2002 _ 2003 2004 _ 2005 _ 2008 _ 2007 __ _ 2008 __ 2009 _ 2010 _ 2011 throw h 2012 _ TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: Will of Polly I{rall Miller Part 1. Personal Information I, Polly Krall Miller, a resident of the State of Pennsylvania, Cumberl,artd County, declare that this is my will. My Social Security number is 208-24-0296. Part 2. Revocation of Previous Wills I revoke all wills and codicils that I have previously made. Part 3. Children I have the following children now Living: Douglas Paul Miller and Susan Miller Wimer. Part 4. Grandchildren I have the following grandchildren now living: Erin Leigh Miller, Grant Douglas Ankabrandt Miller, Hannah Miller Wimer and Lauren Elizabeth Wimer. Part 5. Disposition of Property All beneficiaries must survive me for 45 days to receive property under this will, As used in this will, the phrase "survive me" means to be alive or in existence as an organization on the 45th day aRer my death. All personal and real property that I leave in this will shall pass subject to any encumbrances or liens placed on the property as security for the repayment of a loan or debt. If I leave property to be shared by two or more beneficiaries, it shall be shared equally by them unless this will provides otherwise. If I leave property to be shared by two or more beneficiaries, and any of them does not survive me, I leave his or her shaze to the others equally unless this will provides otherwise for that share. "Entire estate" means all property I own at my death that is subject to this will. I leave my entire estate to my children Douglas Paul Miller and Susan Miller Wimer in equal shares. If Douglas Paul Miller does not survive me, I leave his share of my entire estate to Erin Leigh Miller and Grant Douglas Ankabrandt Miller. If Susan Miller Wimer does not survive me, I leave her shaze of my entire estate to Lauren Elizabeth Wimer and Hannah Miller Wimer. //// Jill Page 1 of 4 Initials ~ Date: /.5~/~f~ Will of Poity Krall Miller Part 6. Custodianships Under the Uniform Transfers to Minors Act All property left in this will to Erin Leigh Miller shall be given to Leann Ankabrandt Miller, to beheld until Erin Leigh Miller reaches age 25, as custodian for Erin Leigh Miller under the Pennsylvania Uniform Transfers to Minors Act. If Leann Ankabrandt Miller is unwilling or unable to serve as custodian of property left to Erin Leigh Miller under this will, Susan Miller Wimer shall serve instead. All property left in this will to Grant Douglas Ankabrandt Miller sha1.1 be given to Leann Ankabrandt Miller, to be held until Grant Douglas Ankabrandt Miller reaches age 25, as custodian for Grant Douglas Ankabrandt Miller under the Pennsylvania Uniform Transfers to Minors Act. If Leann Anlcabrandt Miller is unwilling or unable to serve as custodian of property left to Grant Douglas Ankabrandt Miller under this will, Susan Miller Wimer shall serve instead. All property left in this will to Hannah Miller Wimer shall be given to Dennis A. Wimer, to be held until Hannah Miller Wimer reaches age 25, as custodian 1'or Hannah Miller Wimer under the Pennsylvania Uniform Transfers to Minors Act. If Dennis A. Wimer is unwilling or unable to serve as custodian of property left to Hannah Miller Wimer under this will, Douglas Paul Miller shall serve instead. All property left in this will to Lauren Elizabeth Wimer shall be given to Dennis A. Wimer, to beheld until Lauren Elizabeth Wimer reaches age 25, as custodian for Lauren Elizabeth Wimer under the Pennsylvania Uniform Transfers to Minors Act. If Dennis A. Wimer is unwilling of unable to serve as custodian of property left to Lauren Elizabeth Wimer under this will, Douglas Paul Miller shall serve instead. Part 7. Executors I name Susan Miller Wimer and Douglas Paul Miller to serve together as my joint executors. If Susan Miller Wimer or Douglas Paul Miller is unwilling or unable to serve as executor, the other executor shall continue to serve. No executor shall be required to post bond. Part 8. Executor's Powers I direct my executor to take all actions legally permissible to have the probate of my will done as simply and as free of court supervision as possible under the laws of the state having jurisdiction over this will, in~;c~-lg~ud(i~n7g~ filing a petition in the appropriate court for Page 2 of 4 Initiais:~'-/ ' / ~ Date: ~/ /S hYO Wi11 of Polly Kroll Miller the independent administration of my estate. I grant to my executor the following powers, to be exercised as he or she deems to be in the best interests of my estate: 1} To retain property without liability for loss or depreciation. 2) To dispose of property by public or private sale, or exchange, or otherwise, and receive and administer the proceeds as a part of my estate. 3) To vote stock, to exercise any option or privilege to convert bonds, notes, stocks or other securities belonging to my estate into other bonds, notes, stocks or other securities, and to exercise all other rights and privileges of a person owning similar property. 4} To tease any real property in my estate, 5) To abandon, adjust, azbitrate, compromise, sue on or defend anti otherwise deal with and settle claims in favor of or against my estate. 6) To continue or participate in any business which is a part of my estate, and to incorporate, dissolve or otherwise change the form of organization of the business. The powers, authority and discretion I grant to my executor are intended to be in addition to the powers, authority and discretion vested in him or her by operation of law by virtue of his or her office, and maybe exercised as often as is deemed necessary or advisable, without application to or approval by any court. Part 9. Payment of Debts Except for liens and encumbrances placed on property as security fir the repayment of a loan or debt, I want all debts and expenses owed by my estate to be paid in the manner provided for by the laws of Pennsylvania. Part 10. Payment of Taxes I want all estate and inheritance taxes assessed against property in my estate or against my beneficiaries to be paid in the manner provided for by the laws of Pennsylvania. Part 11. No Contest Provision If any beneficiary under this will contests this will or any of its provisions, any share or interest in my estate given to the contesting beneficiary under this will is revoked and shall be disposed of as if that contesti~ng~ben~e~ficiary had not survived me. Page 3 of 4 Initials:/--t-f~ ~- Date: _~~C~ ` Will of Polly Krell Miller Part 12. Severability If any provision of this will is held invalid, that shall not affect other provisions that can be given effect without the invalid provision. Signature I, Polly I{rall Miller, the testator, sign my name to this instrument, this j.~N day of I~~oVervt i , ~O L , at ar~t'S ~ , PA 1`7a i_3 I declare that I sign and execute this instnunent as my last will, that I sign it willingly, and that I execute it as my free and voluntary act. I declare that I am of the age of majority or otherwise legally empowered to make a will, and under no constraint or undue influence. Signature: ~ ~Z~ J~`"~-~-~/ Witnesses We, the witnesses, sign our names to this instrument, and declaze that the testator willingly signed and executed this instrument as the testator's last will. In the presence of the testator, and in the presence of each other, we sign this will as witnesses to the testator's signing. To the best of our knowledge, the testator is of the age of majority or otherwise legally empowered to make a will, is mentally competent and under no constraint or undue influence. We declare under penalty of perjury that the foregoing is true and correct, this ~,y~^ day of l~oyern 6Pi , c~OD~ , at (~,,..L~ I., DA I`fo~3 Witness # 1: Residing at: 1U G~',. M.ec.~lati ~1, ~ , lea, 17~~~' Witness #2: ~r~itf wood Lane C.'cy1~~~ p~y15 Residing at: ~ ~ Page 4 of 4 Initials: ~~ Date: ~ l/ /J / ~O Affidavit ACKNOWLEDGMENT Cornmonwealth of Pennsyivania County of: L~AVV~1'~R,rtan~ I, `~o ~ ICI Kf 1~~ ~ (2r ,the testator 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 that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Testator:~il" ~1~s-!~G~////-e ~'/____ Officer Affidavit -Page 1 of 2 Affidavit AFFIDAVIT Commonwealth of Pennsylvania County of: ~urn~n¢.r-`a r~ We, \~ ~ ~1' a i n i u ~~ Qc~ n ~m and ~ i C~lt ~ l~ ~, w~~rn ,the witnesses whose names are signed to the attached or foregoing instrument, having been duly qualified according to law, do depose and say that we were ptesetit and saw the testator sign and execute the instrument ashis/her Last Will; that the testator signed willingly and executed it as his/her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the testatoz was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Swom to or affirmed and subscribed to before me by ' ra ~ u, „ and Yl't ccl, e ~ ~ e /3. Pa x f+.~, this. i5~ day of f~oVe~m~er aod~. Witness: Witness: Officer: witnesses, Affidavit -Page 2 of 2 ~r~ver~er~n AttOUnb Transfers Accounts Account Details and Activity uVerv1QW ACCOYnt DNai4 0nd ACCOUnt Numbpc CPecking QnISe5111uvingJ-'3]_i fi Activity ~~o Cancer Ong OUt -+ Pnrr I .J r+e wlm M~pay? oz/o6/zmz oePOS}T M'.T p6so.oo A2'O.f ~~l) 17''4'rt gF ~ki1~--.~~ 02/03/2032 US TREASURY 303 xX50C SEC 020312 2P8240245A SSA 81,215.00 ~--^ 02/02/2012 ATM CASH W/D 000440 SOVEREIGN 269PENROSE CARlISlE PA 440 02/01/2012 SOUTH M[DOLETON ON11NE PMT 120201 CKf920323662PO5 1 I <,.~ ~r >,«..~•//mlh envvrPirmhan4 rnrn/rR CV T7NGc cenhtn9Aev r•nntewtR nnt=tnlPRr Onilne Banking SVnlcome POLLY K MILLER ~. ac sn3n Im 93/1]/2012 at OR.48 z.m ~I' ftI11PaY Mortgages Cu4tomer Service asz,nz.au -b40D0 $51,497,40 -3556.01 551,537.40 ~l~rl~n»