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HomeMy WebLinkAbout04-0905Estate of Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Sadie E. Miller No. ~l--~-q05 , Deceased Social Security No. 218- 32- 9471 P. Bruce Austensen Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or named in the last Will of the Decedent, dated 11/01/2001 and codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: ] B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t,a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name '~ ~ Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland I County, PennsY!vania with ~her last family or principal residence at 61 Country View Estates, Newvtlle, PA 17241 ~o (list street, number, and municipality) Decedent, then 70 years of age, died 06/03/2004 at Gettysbur¢ Hospital, Gettysbur¢, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal prope~'y (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of reaJ estate in Pennsylvania $ 20,000.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Si atur ~c~ ~ Typed or printed name and residence ¢"~-~ i~- ./ ./ J / P. Bruce Austensen 227 Street, Reisterstown, MD 21136 ' ] ~._ ~.7--'t-*~/~ ~L~;~Cz~/ Main Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the know[edge and belief of Petitioner(s) and that, as personal repre~e.~tative(s) of the Decedent, Petitioner(s)will well and truly administer the esta!~e.~ag~or~g to law. /~.~ Sworn to or affirmed and subscribed ~'~~ P. Bruce Austensen before me this ~ ~day of Estate of Sadie E. Miller Deceased Social Security No: 218- 32 - 9471 Date of Death: 06/03/2004 AND NOW, 0 ~'~"O~3J~. ~.~ ' consideration of ~he Petition on the reverse side hereon, satisfactou proof havin~ been presented before IT IS DECREED that LePers ~ Testamenta~ ~ Of Administration (c.ta4 d.b.n.c.ta4 pendente I~e; durante absentia; durante minoritate) are hereby granted to P. Bruce Austensen in the above estate and that the instrument(s) dated 11/01/2001 described in the Petition be admitted to probate and filed of record as the last Wili of Decedent. Letters ........... $5(~) · (--~ ~ ~~ ~L'/~'~L~ A'- [- Register of Wills Short Certificate(s) ..... $ C><OZ'/ ' ~)~)~~ ~/.ix~.~l~/y~ Attorney: I.D. No: 34358 Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ 1~, Ob Cuthrie Nonemaker Yingst & Mart Address: 40 York Street Hanover, PA 17331 Telephone: 717/632-5315 Inventory .......... $ Other ........... $ TOTAL ......... Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSysterns, Inc, Form RW-1 (1991) Estate of aJso known as Register of Wills of ^d=s County, Pennsylvania OATH OF SUBSCRIBING WITNESS Sadie E. Miller No~l- O~ -qO~ , Deceased (each) a subscribing witness to the ~ codicil(s) ~ will(s) presented herewith, (each) being dub/qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and r~ in the presence of each other [] in the presence of the other subscribing witness(es). (Signature) (Address) (Signature) 13923 Hanover Pike Reisterstown, MD 21136 Sworn to or affirmed and subscribed before me this c,~ day N~ta~ ~u bile / My Commission Expires: (S[gnature ~nd seal of Nota~ or other official quallfl~ to administer ~ths. Show date of exp;ration of Norse's comm~sslo,.) (Address) KATHLEEN INCAPRERA NOTARY PUBMC BALTIMORE CO~ MD NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. Prepared by the Pennsylvania Bar Association Copyright(c) 1996 formsoftware only CPSystems. lnc. Forrn~RW-2 (1991) Estate of also known as Register of Wills of ^,~s County, Pennsylvania OATH OF SUBSCRIBING WITNESS Sadie E. , Deceased Robert S. Knatz, Jr. (each) a subscribing witness to the [] codicil(s) [] will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and [] in the presence of each other [] in the presence of the other subscribing witness(es). (Signaturd) Robert'S. K6a~z, Jr~ 227 Main Street Reisterstown, MD 21136 (Address) (Signature) Sworn to or affirmed and subscribed i ~fore me this ~ ~'~ day Notary Public (Address) NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of motarization. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #I~W-2 (1991) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or pho~ograph. Fee for this certificate, $2.00 P 102857,33 No. Local Registra~ JUL Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) Sadie E. Miller 70 ~ arc ~ Adams Gettysburg Bo . Gettysbur~ Hospital ~,. Westminster,MD 21157 ,m.~ Carroll '~ ~7~.~ ~ Westminster .~ ~'s~h~oma sGrimsley ~TM <F'' '" ,~ ,, ~nh~ ~eth Ellis ~ .............. ~I Country View Estates Newville PA 1724: ~ ~ DIJune 7, 2004 Bake VSew Hemor~al Park Sykesv~lle HD 2~784 · -' . 1~SLLle s ~.H. 34 ~aple Ave. ~ ~-~- I~.~) I I .... PA 17340 LAST WILL AND TESTAMEN? OF SADIE E. MILLER I, SADIE E. MILLER, of Carroll Countv, State of Marv]and, being of sound and disposinq mind, memorv and understanding, do make, publish and dec]are this as mv Last Will and Testament, herebv revoking anv and all other Wills and Testamentarv Dispositions bv me at anv time heretofore made. ITEM ONE I direct mv Persona] Representstive, heretnafter~named~~ to pay all mv just debts, funeral expenses and other ad~nistrstion expenses of mv estate as soon as oossib]e afte~!mv de~th, wl:~hout the necessitv of the prior or subsequent approval of the Orohans Court or of anv other Court as to the amounts thereof, and or without regard to anv limits prescribed bv ]~w. I further direct that all estate, inheritance and succession taxes which shall become pavab]e bv reason of mv death, shall be paid out of the principa~ of mv estate, without seeking reim- bursement from or charging anv person therefore. Mv Persona] Representative, in his discretion shall have the right to litigate, compromise or settle any such taxes, and a~v action taken bv mv said Persona] Representative with respect thereto, including deposits made to secure the pavments thereof, shall be conclusive on al] persons. ITEM TWO I herebv give, devise and bequeath all the rest, residue ~nd remainder of mv estate and propertv of whatsoever kind, nature, character and description, real, persona] and mixed, however acquired and wheresoever situated, of which I mav die seized or possessed, or in which I mav have ~n interest, or over which I mav have power of appointment or testamentarv disposition to mv three children, BRENDA LEE VARNER, PATRICIA ANN MILLER and FRANCIS LEE MILLER, share and share alike, per stripes, EXCEPTING that I specifical]v give, devise and begueath mv 2001 Ford Focus automobile to mv daughter, BRENDA LEE VARNER and all mv jewelrv to mv granddaughter, MICHELLE RENEE LYNN VARNER. ITEM THREE I do herebv nominate, constitute and appoint P. BRUCE AUSTENSENto be the Persona] Representative of this mv Last Will and Testament, and as I have entire confidence in mv said Persona] Representative, I request that he be excused from the necessity of giving bond for the faithful performance of his duties, further than shall be required bv law to secure the pavments of all debts, assessments and taxes properlv chargeable upon my estate after mv death. ITEM FOUR I do hereby give and confer upon mv Personal the right, authorization and power to do anv and Representative all things necessarv for the comp]ete administration the power: A. To distribute anv part of mv estate to anv minor who mav be entitled to such distribution. B. To sell, lease, mortgage, exchange or of all or anv part of the propertv belonging of mv estate, including children otherwise dispose to mv estate, rea], personal and mixed, at a public or private sale, and to make, execute and deliver proper deeds, convev~nces, leases, mortgages, and transfers or dispositions. C. To compromise and settle all c]aims, charges and demands against or in favor of mv estate. O. To divide in kind for the purpose of administering and settling mv estate, or to sell for the purpose of division to the PAGE TWO OF THREE PAGES extent that such exercise is appropriate or advisable. E. To vote at ail stockholder meetings either in person or by proxy the stock of any corporation which may be owned by mv estate, without application to or necessity of obtaining the prior or subsequent approval of the Orphans Court or Court in the exercise of this power. IN TESTIMONY WHEREOF, Witness mv hand and seal this of anv other SIGNED, SEALED, PUBLISHED AND DECLARED bv SADIE E. MILLER, the above named testatrix, as and for her Last Wi]] and Testament in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses thereto. WITNESS: PAGE THREE OF THREE PAGES In the Estate of: Sadie Miller Estate NO. ~.~ I- Oq Date October 12, 2004 CLAIM AGAINST DECEDENT'S ESTATE The claimant certifies that there is due and owing by the decedent in accordance with the attached statement of account or other basis for the claim the sum of $ 7,375.00 (plus interest of 1% per month) per contract I solemnly affirm under the penalties of perjury that the contents of the foregoing claim are true to the best of my knowledge, information, and belief. Haight Funeral Home & Chapel, P.A. $1gnllute of ~llllmln! or pl~ofl M]lhMIzed to mike verlRcmllone on beh. lt of tlelment Brian L. Haight, V.P. Name Ind TIIle ol P~-sofl 81gnlng Clllm FILED: PO Box 195, Sykesville, MD 21784 Addr~. (410)-795-1400 r~, Tellphoni~NumbM' ~-~ RECORDED: Claims Dockel Liber Folio InMnJcllons: 1. This Iorm may be filed with Ihe Register of Wills upon paymenl of the filing lee provided by law, A copy must also be sent to the personal represenlative by the claimant. 2. If a claim is nol yet due, indicale Ihe date when it will become due. If a claim is conlingent, indicale the nature of the contingency. If a claim is secured, describe Ihe security. RW ~1 CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Date of Death: Will No. SADIE E. MILLER JUNE3,2004 2104-0905 To the Register: I certify that notice of beneficial interest required by Rule 5.7 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on / Name Address Brenda L. Varner Patricia A. Miller Francis L. Miller Michelle R. L. Varner 61 Country View Estates, Newville, PA 17241 10 Betty Place, Finksburg, MD 21048 10 Stuart Circle, Hanover, PA 17331 61 Country View Estates, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.7 except: NONE J~s T. Yingst, ~squ qDuthfie, Nonemaker, Yingst & Hart 40 York Street Hanover, PA17331 (717)632-5315 BALOGH BECKER, LTD. JAMES A. BA~OGH - MN G~RY W. BECKER - DC, FL, IL, MN, WI* "CREDITOR*S RIGHTS SPECIALIST AMERICAN J~OARD OF CERTIFICATION CHELSEA A. WHITLEY - MN, WI ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN MARY ELLEN WEEMAN - KS, MN, MO THERSlA O. LEE - MN CHAD J. BOUNSKE - MN STEVEN M. TOMS - MN MICHAEL L. MCCAIN - MN JOHN E. OLCHEFSKE - MN JASON R. EOSTER - MN MEAGAN M. PROBST - MN MICHAEL J. DOUGHERTY - MN MICHAEL D. BOLINSKE - MN, OR REGISTER OF WILLS A1-FORNEYS AT LAW SEND ALL WRITTEN REPLIES TO: 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4811 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 866-234-0513 CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 64 E. BROADWAY ROAD SUITE ] 75 TEMPE, AZ 85282 DIANA THEOS - AZ, CO SANDRA TANG - AZ, CA OF COUNSEL: LITOW LAW OFFICES, P.C. (iOWA) LUSTIG, GLASER & WILSON, P.C. (MASSACHUS E3TS) 11/10/04 Re: In the Estate of Probate Case No. 21-2004-0905 P"~ Social Security No: 218329471 Last known residence: 61 COUNTRY VIEW NEWVILLE, PA 17241 .~.~ Our Client: CITICORP CREDIT SERVICES INC. Account Number: 5424180304833830 Amount of Debt: $ 7317.83 SADIE E MILLER Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1- 866-234-0513 Cordially, Balogh Becket, Ltd. Attorneys at Law Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 5145 11/8/2004 1219356 COMMONWEALTH OF PENNSYLVANZA NO TICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLAND .COUNTY ORPHANS' COURT DXVXSXON Xn Re: The E.tate of: SADIE E MILLER Deceased Court File No: 21-2004-0905 TO: THE CLERK OF THE ORPHANS' COURT DXVXSXON: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2) CITICORP CREDIT SERVICES INC. :~) Claimant's name: C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 866-234-0513 3) Creditor listed below is the owner and holder of a claim in the amount:'df $ 7317.83 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 61 COUNTRY VIEW NEWVILLE, PA 17241 6) Date of Death: 06/03/04 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made hewn are true and correct to the best of my knowledge, information an.,,~Pl~f. / / Dated.. tl-tt,-Oh Che~aea A. Whitley/Angela M. Horn/Mary E~en~an/Chad Bolinske/Thersia Lee, Attorney-in-Fact Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: P BRUCE AUSTENSEN Name 227 MAiN ST Address REISTERSTOWN, MD 21136 City/State/~ip ~ , Date notice~ m~iled IN RE ESTATE OF: SADIE E MILLER AFFIDAVIT OF ACCOUNT The undersigned, being first duly swom deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. The Decedent purchased merchandise in the amount of $ 7317.83 account namber 5424180304833830 evidenced by The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not BALOGH ~LT~ By: --:: ......~ ~ One of its attorneys: Chelsea A. Whitley _ Angela M. Horn Michael D. Johnson ~¢~ary Ellen Weeman__ Thersia O. Lee / Chad J. Bolinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This /c~. day of '~J. ,2004 NOTARY PUBIJC - MINNESOTA ~ - -- HI~NNEPIN COUNTY ~ My UOmmmaion Expires Jan. 31, 2~o08~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAt!Si4ffi.jED OCFiCE ijC NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISIDN,' ,-- '. " ,APPRAISEMENT, ALLOlIANCE OR DISALLOllANCE PD BDX Z80,01 '--' _ OF DEDUCTIONS, AND ASSESSHENT OF TAX ON HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS *' REV-1548 EX AFP (06-05) 20D5 !,UG 12 Pi,; I: 09 DATE 08-15-2005 ESTATE OF MILLER SADIE E DATE OF DEATH 06-03-2004 FILE NUMBER 21 04-0905 COUNTY CUMBERLAND SSN'DC 218-32-9471 ACN 04132837 APPEAL DATE: 10-14-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CLE::'< C:C Of?-' BRENDA ct.YARNER" 61 COUNTRYYIEW ESTATES NEWVILLE PA 17241 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS - REV=is4S-EX-AFP-loj=OSl-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HEL~ OR TRUST ASSETS DATE 08-15-2005 ESTATE OF MILLER SADIE E DATE OF DEATH 06-03-2004 COUNTY CUMBERLAND FILE NO. 21 04-0905 TAX RETURN WAS: S.S/D.C. NO. 218-32-9471 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04132837 FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 106002057 TYPE OF ACCOUNT: ()SAVINGS IX) CHECKING (>TRUST ()TIME CERTIFICATE DATE ESTABLISHED 05-07-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 541.77 0.500 270.89 .00 270.89 .45 12.19 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 08-23~2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 12.19 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .29 TOTAL DUE 12.48 N IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. N ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YDU HAY BE DUE A REFUND. --- --............. "'T'ftoe nle' T"T~ ~nDM FnR INSTRUCTIONS. ) ~~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF 'NDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 September 22, 2005 Telephone 717-787-6670 James T. Yingst, Esq. 40 York St. Hanover, Pa. 17331 Dear Mr. Yingst: Re: Estate of Sadie E. Miller File Number 2104-0905 RK. The Department has been advised that the above-referenced estate is presently involved in litigation. The Department will SUspend further activity on this estate until September 22,2006. You are required to notify the Department when the status changes or the extension date expires. If you have any questions, please contact me at (717-787-6670). co ,~ - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I OffiCiAL USE ONLY 'FILE NUMBER i .il 04 0905 I COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER REV-1500 EX + (6-00) .,"", - . I ..; W l- ~~(J) uO::~ wa..u xOO uO::...J a..a:I a.. ~ .... z w c w u w c i DECEDENT S NAME (LAST, FIRST, AND MIDDLE INITIAL) I Miller, Sadie E. FTE OF DEATH (MM-DD-YEAR) :' DATE OF BIRTH (MM-DD-YEAR) 06-03-2004 03-12-1934 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER 218-32-9471 I I i I o o o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ 1. Original Return D 4. limited Estate o 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received o D D D o 11.Election to tax under Sec. 9113(A) (Attach Sch 0) 2. Supplemental Return 3, Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Povertyt Credit (date of death between . 12-31-91 and 1-1-95) 5. Federal Estate Tax Return Required 8, Total Number of Safe Deposit Boxes ...................... ................... .. , ,.. ........ l- Z W o z o a.. (J) w 0:: 0:: o U James T. Yingst, Esquire I FIRM NAME (If applicable) I Gut h r ie, Non e m a k e r, Y i n g s t & Hart i 40 Yo r k S t r e e t I Hanover, PA 17331 I TELEPHONE NUMBER I I, 717-632-5315 i 1 . Real Estate (Schedule A) (1 ) None 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 95,084.08 (Schedule E) 2 6. Jointly Owned Property (Schedule F) (6) 270.89 0 D Separate Billing Requested ~ < 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None ..J :) (Schedule G or L) D Separate Billing Requested I- 0: 8. Total Gross Assets (total Lines 1-7) < u 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 20,983.59 w " 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11,586.12 11. Total Deductions (total Lines 9 & 1 0) 12. Net Value of Estate (Line 8 minus Line 11) I~OFF!ClACVSE ONL\ I : ) ~ I :.' I ~ t~~' _l~ . ',' 'I :................................................................. (8) 95,354.97 (11 ) 32,569.71 62,785.26 0.00 (12) 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) (13) (14) 62,785.26 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) 2 or transfers under Sec. 9116(a)(1.2) 0 ~ 16. Amount of Line 14 taxable at lineal rate 62,785.26 x .045 (16) :: :) a. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :E 0 u 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) x x ~ 19. Tax Due (19) 0.00 2,825.34 0.00 0.00 2,825.34 20.0 ::::::::::::::::::\::::;::::::\::::::;:::::;. .:::::::::<::::::::::::::::<m/:}~::ij$:jijRi@Q:AN~Wgfl:AtWQij~~ijj9N.ij:9ij:ij$&Ri$:jjpij:Aijttij~iji9ii~ijij}~@::fmrr}}:\ .. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2002 form software only The Lackner Group, Inc. Fonn REV-1500 EX (Rev.~ Decedent's Complete Address: STREET ADDRESS 61 Country View Estates CITY Newville I STATE PA IZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 2,825.34 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 150.92 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 150.92 (4) (5) 2,976.26 (SA) (58) 2,976.26 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No o 0 D ~ o ~ o 0 o 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.............. D 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................. ....... ......... ...................................................................... 0 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. Under penalties of perjury, I declare that f have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESP NSIBLE FOR FILING RETURN ADDRESS P ce Austens 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; or. ...................................................................................... ...... ............ ............ d. receive the promise for life of either payments, benefits or care?.................................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................... .................................................................. ................................ Yes DATE 227 Main Street Reisterstown, MD 21136 3/3/oc DATE ADDRESS ADDRESS 3/ j/O b DATE 40 York Street Hanover, PA 17331 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. 39116 (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. 39116 (a) (1.1) (ij)]. 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. 39116 (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. 39116 1.2) [72 P.S. 39116 (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. 39116 (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. Rev-H508 EX+ (6-98) W,. . ( i SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Sadie E. FILE NUMBER 21-04-0905 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Net proceeds from survival action - P. Bruce Austensen, Executor of the Estate of Sadie Miller v. Penny Monforte, Adams County Court of Common Pleas, No. 05-5-1423 (settlement check dated 01/19/06) 83.170.89 2 Prudential Insurance Company - reimbursement for collision auto damage 7.331.24 3 Prudential Insurance Company - personal injury protection payment 3.763.34 4 Orrstown Bank Checking Account #106002184 406.64 5 Prudential Insurance Company - refund of deductible 250.00 6 United American Insurance - refund 161.97 7 Per Item Two of Will regarding all jewelry specifically devised to granddaughter, Michelle Renee Lynn Varner - all jewelry was given away during decedent's lifetime more than one year prior to date of death 0.00 TOTAL (Also enter on Line 5, Recapitulation) 95.084.08 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) . ~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL V-OWNED PROPERTY Miller, Sadie E. FILE NUMBER 21-04-0905 ESTATE OF If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Brenda Lee Varner ADDRESS RELATIONSHIP TO DECEDENT 61 Country View Estates Newville, PA 17241 Daughter B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST JOINTLY-HELD REAL ESTATE. 1 A 5/7/2001 Orrstown Bank Checking Account 541 .77 50.0000/0 270.89 #106002057 TOTAL (Also enter on Line 6, Recapitulation) 270.89 (If more space is needed I additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-1151 EX+(12-99) .'''. , . , I SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miller, Sadie E. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-04-0905 ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 7,375.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions P. Bruce Austensen Social Security Number(s) / EIN Number of Personal Representative(s): 214-32-7815 City Year(s) Commission paid Street Address 227 Main Street Reisterstown State MD Zip 21136 2006 4,760.00 2. Attorney's Fees James T. Yingst, Esquire 4,760.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Brenda Lee Varner Street Address 61 Country View Estates City Newville State PA Zip 17241 Relationship of Claimant to Decedent Daughter 3,500.00 4. Probate Fees 250.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 338.59 TOTAL (Also enter on line 9, Recapitulation) 20,983.59 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) ~ ~ SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miller, Sadie E. FILE NUMBER 21-04-0905 ITEM NUMBER DESCRIPTION AMOUNT 1 Haight Funeral Home - funeral service 7.375.00 Subtotal 7.375.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) . ~....,. ~ SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miller, Sadie E. FILE NUMBER 21-04-0905 ITEM NUMBER DESCRIPTION AMOUNT 1 Chart One - medical records 43.28 2 Cumberland Law Journal - estate notice 75.00 3 Little's Funeral Home - death certificates 54.00 4 Register of Wills, Cumberland County - filing fee 30.00 5 The Sentinel Legal - estate notice 136.31 Subtotal 338.59 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) ~ ~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miller, Sadie E. FILE NUMBER 21-04-0905 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Bon Ton - account balance at death VALUE AT DATE OF DEATH 466.01 2 Citicorp (Balough Becker, L TO) - account balance due at death 7,317.83 3 Gettysburg Diagnostic Imaging - unreimbused medical expense 24.00 4 Gettysburg Fire Department - unreimbursed ambulance expense 400.00 5 Gettysburg Hospital - unreimbused medical expense 175.25 6 Lowe's - account balance due at death 2.177.36 7 Orrstown Bank Checking Account #106002184 - checks cleared post-death 1.025.67 TOTAL (Also enter on Line 10, Recapitulation) 11 ,586.12 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) SCHEDULE .. BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Sadie E. Miller 218-32-9471 06/03/2004 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Francis Lee Miller Son 1/3 residue 0.00 10 Stuart Circle Hanover,PA 17331 2 Patricia Ann Miller Daughter 1/3 resid ue 0.00 10 Betty Place Finksburg, MD 21048 3 Brenda Lee Varner Daughter 1/3 residue, plus 0.00 61 Country View Estates insurance collision Newville, PA 17241 damages in lieu of 2001 Ford Focus automobile 4 Michelle Renee Lynn Varner Granddaughter All jewelry 0.00 61 Country View Estates Newville, PA 17241 Total 1 ~oo ,...../ ~ ,'-"';; ORRSTOWN BANK October 20,2004 TO: law Offices of Guthrie, Nonemaker, Yingst & Hart 40 York Street Hanover, PA 17331 FROM: Timothea Moose Cust. Servo Op. P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Sadie E Miller DATE OF DEATH: June 3,2004 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOllOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST 106002184 Sadie E Miller 8/22/01 406.64 106002057 Sadie E Miller 5/7/01 541.77 Brenda L Varner (2) SAVINGS ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST P.O. BOX 250 SHIPPENSBURG, PA 17257 . TEL. (717) 532-6114 L l\ S '1' NIL L j\ 1'1 \) T g S T}\ N E H'1' .________t_....___..----- OF g~~I~_~~~~;n T, S 1\ 0 lEE. ~1 ILL E R, 0 feCi r r 01 1 Co U n tv, S t: a 1:: e 0 fT.' a ': v 1 and , be 1. n q 0 f S Q U n d ::If I d d -L '3 P /) r~ i \l q l'fll n d, It) E' f(l 0 r v .:.l n dun d e r s t: and t n q, d /) rr FJ k e, I? u b 1 ish and c1 E' C 1 iJ r. E' t h t s a S f11 v L -3 <3 t w i. 1 1 3 n cJ T E' S t -3 III I? nt, herebY t:"l?vol~ tng any Gncl ;;l11 other: \'Ji 11s and 'l'E'sta1l10nt::n:v Disoosltions bv ll1E' (JI: ;;Jnv tirlle heretoforE' lnade. . I 1'1' En or.JE I d t. I;' e c t Hl V P E' r son J 1 H P P r ~? '3 (' \ 1 t .) l: l v (', \ I 4-: t E' t n ~ f t (' r n a Ill'? 1,1, t 0 p. ;:I V -3 11m v jus t deb t s, ( u n (' r ~l 1 f:> X t? ens e g C1 n dot her: a r1 rn In 1. ~; I: r i) t i Q n e"{H'nSE?S or: mv E'st~)t.E' -3G soon as ?08~i.ble after mv ol?3th, \"1.thoul: the n E' C f~ S g t tv 0 f I: h (~ P l~ 1. 0 t: (> r ~5 u b ('~ "q u e n I: -:J 0 P \." Q V ? 1 0 f t h (> 0 \~ r) I J ;:i n s COU(t or of any other Court as to the amounts thereof, 9nd or w t I: h 0 U t r l? q -3 r c1 t 0 a n v 1 t 111 t t '3 I? ( (;) S C ( 1. b r::> d b v 1::l \'J . I further dir!?cl: tl1at all esl;;\I.:p" tnhE'l.:'lt:;lnce and sUCCpc:>slon t~n{I?S which shall b(?C01/lP 9avr.Jb'le bv rf:'-3Sr)\l or ll1V cll?at~"\, '3\1;;111 be ? ~ l d 0 U toE t h '? P t" 1. n c i l? :=J 1 0 f TI1 V E' S tat l?', \y t tho u t s P, E' Ie t T'l q rei. T(l- b I J t' G e Tn E' n t fro III 0 r c h a r q 1 11 q a q II per son thE' r f' E 0 r E' . Hv Personal I-<pt:Hf?sentativE', in his di.screl:loll shall have> t:hl? rtqht to 1 l t i. q () t (>, co TI'? r 0 rrd. s e 0 r S ~ 1: t 1 (> :] 11 V S L1 C h t a i{ E' S, B n c1 a n V -3 C t l 0 n t ~ k E' n b v {[IV '3 C) i. ,:1 P E' r u em::.J 1 R E' \::n: E' C.3 P. n t r) l tv e '1:1 t t h res p E' C t t h p r (? to, lncludtng dr??osi.ts l(lade.> to '3ecurp I:h~ ?:JV1llpnls thet:'E'of, shall Uf? con c , u s 1. v E' 0 n :;1 -\ 1 1;> E' (" yon s . :r 'rm.1 'J'~'10 I h E' r E' b V q t v (J, cl (' v L '5 l:? () n (.1 Iy: qUE' ? t 11 .) 1 1 t h t? r: est, ( P S 1. d u r.> :J n (1 rs~r[1:dnller of 1[lV eej I:.::! I:.;, :Ind ~,)"-()PC'rl:v or' wl1ul:CJ()f."vP'~ kl.nd, 11::'lt:urr, c h Q t :J C t l? ran c1 des c r. t p t 1. 0 n, r ',> ~J 1, l?~? r s () 11 ~ 'I -3 n d HI l X f? c1, how P. V C (' acquired and wh~resoeve( situated, of which I mav di~ seiz~d or p 0 S <3 e r;; s E' (1, 0 r to \oJ h i. chI ll1;;J V h a v e ani. n t E' r E' s t, 0 r 0 \! ~ (" \.J t 1 i c h .r TfI 8 'I h;::} V E> pOW \? ( 0 f ;:H::> \? 0 1 n t 'l1 E' n t () ': t. est: :J 111 E' n i: =) r V c1 i. \3 P (y,] 1. t 1. 0 n t (J m v (~ ,c ten t t h a I: <J U c h l? J{ C' r c 1. s p 1. s ,;) ? P (' 01;' l: i. :3 t E' 0 r. a d v 1 s a b 1 e . E. '1'0 vat'? 3t all stockholder meetinqs eithl?'C in Df?l'Son or b v p (' 0 ){ v I: hE'S toe k 0 f () n vCr) ': P 0 r d t ton It; h i. c h ITP) V b p t) iI!t 1 f? d b v rn v E' S I: 3 l: l?, W t tho uta p!? 1 tea t i. 0 n too r n e C' (? S G 1. I: v 0 fob t: a l n t n q t h (? l? l." tor 0 (' 6 1.1 b '3 l' que n tal? I,) t: 0 V .'3 1 <) E thE' 0 r ph .J n G C 0 U '( t \) r 0 f -3 n v 0 \: h e t.' Court in the exe~ctge of this ~owpr. I N rr E S rr I M () N Y ~v II E H COP', t \I l t n e S S lJ'V h a n C ~ n d '3 P.J 1 t: his ._.__t_""__ D........_f.__-_d ~ v (7 w! _ _.. 0 f .___!.~7.!?:]~!.~~y~~.~~....12 0 0'1 . r'<~c RC.~Jl. _Jr.:~"-j~~)~r-ll.;;flL:;-..._._. - '..-- -:ll\ 0 ll~ h. l'-1 r ,J L I J H SIGNED, SEAL8D, PUBLISHED AND DECLARED bv SAOI~ E. MILLER, thE:"' abovE' nameu testatrlx, ;;IS <3nd for hpr L9sl.:. Will and Tpst.?ITlpnl: l nth e p t (:' S en CE'O f US, VI h 0, Q l: 11 err .;>q u (' s 1.:, i. n her 9 r p s (? nee .'3 n (1 l nth t? l? res e n c !? 0 r: ~ a c h 0 l: 111? r 1.1;) V E' sub s c r l bed 0 u t:' n a Ill!? S a s wltn~ss~s thereto. ~'lI'rNESS : .--/;:1 /- f ( .- 'l..- Q /1 N A H E L{i{vJ-:Q_J.{LL.!'4_-};:::= l\ DOn 8 S S ,;} 1 ( ?/&~J^t/,;d a ,.-'--'--.----~-:-~'-.--- -.-::- .L{i2?!lfi2f0::t:}J14_'1:.Lt1~ l'J 1\ r-] E~:::.~~0J::~r _.~._.Jd:Sk;L.:'~~ ~C~ ^ 0 l) H E S s.~~i~~::.~~r;;?(t:::?,y__&".:~ .d32<d~~~~~r~')~~~:~~ ~::?!"L7(' P 1\ G E rp H R E: E: 0 F l' H R E r~ P 1\ G E S COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT AUSTENSEN P BRUCE 227 MAIN STREET REISTERSTOWN, MD 21136 nnnn fold ESTATE INFORMATION: SSN: 218-32-9471 FILE NUMBER: 2104-0905 DECEDENT NAME: MILLER SADIE E DATE OF PAYMENT: 03/07/2006 POSTMARK DATE: 03/06/2006 COUNTY: CUMBERLAND DATE OF DEATH: 06/03/2004 NO. CD 006408 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,976.26 I I I I I I I I TOTAL AMOUNT PAID: $2,976.26 REMARKS: CHECK# 1001 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS ) J .. , Register of Wills, Cumberland County, Pennsylvania INVENTORY J Deceased No. 21-04-0905 Date of Death 06/03/2004 Social Security No. 218-32-9471 Estate of Sadie E. Miller also known as P. Bruce Austensen The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. IlWe verify that the statements made in this Inventory are true and correct. IlWe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. 1.0. No.: 34358 Attorney: James T. Yingst, Esquire Signature: Signature: Firm: Guthrie, Nonemaker, Yingst & Hart Address: 40 York Street Hanover, PA 17331 Telephone: 717-632-5315 Address: 227 Main Street Reisterstown, MD 21136 Telephone: 410-833-2250 Dated: ,3h~ , ' Personal Property Cash.................................................................................................. .. Pe rso na I Prope rty ............................................................................. Stoc ks/Listed..................................................................................... Stoc ks/Closely Held......................................................................... Bonds................................................................................................. Partnerships and Sole Proprietorships ........................................ Mortgages and Notes Receivable....................... .................... ....... All Othe r Property............................................................................. 95,084.08 0.00 Total Pe rso na I Property........................................... 95,084.08 ....,.} T ota I Rea I Pro pe rty ........ ........................................... Total Personal and Real Property........................... r" :'::::::::::::.::::::::':::~~~I~~I::;:I Total Out-of-State Real Property............................ .- t# ., ., Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of Sadie E. Miller No. 21-04-0905 also known as I Deceased Date of Death 06/03/2004 Social Security No. 218-32-9471 Cash Net proceeds from survival action - P. Bruce Austensen, Executor of the Estate of Sadie Miller v. Penny Monforte, Adams County Court of Common Pleas, No. 05-5-1423 (settlement check dated 01/19/06) 83.170.89 Orrstown Bank Checking Account #106002184 406.64 Prudential Insurance Company - reimbursement for collision auto damage 7.331.24 Prudential Insurance Company - refund of deductible 250.00 Prudential Insurance Company - personal injury protection payment 3.763.34 United American Insurance - refund 161.97 Total Cash 95.084.08 Personal Property Per Item Two of Will regarding all jewelry specifically devised to granddaughter, Michelle Renee Lynn Varner - all jewelry was given away during decedent's lifetime more than one year prior to date of death 0.00 Total Personal Property 0.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 95.084.08 I ~ t": i '0(;\ ..' ", """, "'If l Url !,.~, . , I rii'! "I ~"1 "-'5<- '''I.. ~.. 1:'1\:1 C3 ;r:- ,", -~"., ,.".' ~ . :H~.' 1......... l'1 . ;;T!"::' {) , C., .'F: 4- ~ I C) i';J I.y ~_' ~ ~', '- ..-. ff ~ l~~ ~ e 'l~ tJJ; ~...... ~ "\i' q-il1Nfl C:;) :t U~ if. '1" r~"1 __ f''': 1)'1 C~l'~ .:3' "./;1 UCI . W' C:; I): ~ ~ ~ ~ 0(3 t-< rJ) Cj - ~~~ t5>-~~ ~~~< S::l ~.Lp/l p.. e::~~cl O<O~ ~:E>-6 <r:~OZ ...JZ-::t<r: o ::c: Z ~ ~ t-< o Cj 00 - ~ ~ o $-4 ~ t;) . ..... IOl) ~ ~ ~ O~('f') ~ ;::::$ ~ ;::::$ eTO OOOt- U~~ ]~~ Cd 0 ~ "'i:: ~~ ~ ~ - 00 ~ 0...... ~ui U~U . -~} '! ,- "--'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV.1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT AUSTENSEN P BRUCE 227 MAIN STREET REISTERSTOWN, MD 21136 ------.- fold ESTATE INFORMATION: SSN: 218-32-9471 FILE NUMBER: 2104-0905 DECEDENT NAME: MILLER SADIE E DATE OF PAYMENT: 05/05/2006 POSTMARK DATE: 05/04/2006 COUNTY: CUMBERLAND DATE OF DEATH: 06/03/2004 NO. CD 006661 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1.62 , I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1011 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS $1.62 GLENDA FARNER STRASBAUGH REGISTER OF WILLS LAW OFFICES OF GUTHRIE, NONEMAKER, YINGST & HART 40 YORK STREET HANOVER, PENNSYLVANIA 17331 RALPH E. RUDISILL 0888-1954) HAROLD B. RUDISILl 0898-1969) LOUIS T. GUTHRIE KEITH R. NONEMAKER MATTHEW L. GUTHRIE JAMES T. YINGST OJ. HART (PA. MD) TELEPHONE (717) 632-5315 FAX (717) 632-5734 Writer's E~mail jamesy@gnyh.com May 3,2006 Cumberland County Courthouse ~Register of 'Alills One Courthouse Square Carlisle, P A 17013 Re: Estate of Sadie E. Miller File No. 21-04-0905 Dear Sir or Madam: Please find enclosed a check in the amount of$1.62 and a copy of the notice of inheritance tax due in the above referenced estate. Also enclosed is the status report indicating the administration of the estate is now complete. Please return a stamped copy of this status report for my records. A return envelope is provided. Thank you. Sincerely, GUTHRIE, NONEMAKER, YINGST & HART / ~~ ~~'/ /; James T. Yingst, squire . .. 1/ /srs Enclosures <C H Z <CIIJ >;:) "'z >-IIJ (I)> ZII.I ffiA:: A.IL ....0 01- ::a::Z I-IIJ ...2: <C'" iliA:: 3<C ZA. 0111 2:A 2: o U w C,J ZX e(e( 3:.... o ...I&&. X..JO e(e( ....CI).... HZ WCW ~It:~ e(0e/) .... W HWe/) It:C,JCI) ~ie( Z'3:C HOZ ...Ie( &&....1 Oe(CI) Z w "0 C,JI-H HZ.... ....WC,J OE::;) ZWQ Cl)LL1 HQ e( It:&&. D-O D- e( CI) W X e( .... ~~ :;: :>> M \00 QU) CI HM I >~ ~ HQ ~ ~~ ~ I-tl-~< CIa. &&.LIJ\oO O~~~ ::;)~N~ "I(MXU) LL1D:CM ~i~! COMa.:x: ..... III c:s I \00 CI '-' 0- lJ.. < X UJ ..... ~ III ~ I > UJ D: UJ UJ 1-1 ~ <t Vl '" .......... O~ OJ::: N.~ lti ,.", . ~ N~ '" \:2' III ~ I C o OQZ "'... o QO\<t O~ N NQ~ ~ I~I 10:: ::: \:2'UJ""'\:2'UJ ..:: ~ j ~ Q ~ ....1-11.1 ~ \:2' '" ::;:) Q . ... 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O. ..... <C. . 1-. ;:), U, \tic ~.... 1""';.., /t' ........, ~ (1) cJ) ::3 o ~ ::3 (1) o ~ u &('<) :s rf1~ ;:jo~~g~ . ..-.4 ;:j ~ -: u~o<.:. .-o~~~ : ~ 0 ;:j ~ :: ~k>o~= (1) +- U ;!3 : ~cJ) ~-= e '5b (1) ~ == 8~8u-= C( Ul ~ vi "." ~~ '..ut- Z ...r ..."" ..ui' ~ d f"j w N r <( ~ v' o - - - - .... I... il) it) II) .t- (I) or.t ..., '... r'" o,.oJ 04-24-2006 MILLER 06-03-2004 21 04-0905 CUMBERLAND 101 APPEAL DATE: 06-23-2006 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REv:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SADIE E FILE NO. 21 04-0905 ACN 101 aUREAU OF INDIVIDUA( iilJCi$ED OFf:iCE INHERITANCE TAX DIVISION 'D BOX 280601 ! . c iARRISBURG PA 17128-0601 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 2006 APR 24 PH 3: 59 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLERK OF ORPHAN'S COURT JAMES T ~W{'f)\.E\S:Q) CO, PA GUTHRIE ETAL 40 YORK ST HANOVER PA 17331 ESTATE OF MILLER REV-15~7 EX AFP (06-05) SADIE E TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 04-24-2006 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 62.785.26 X 045 = 2.825.34 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,825.34 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 95.084.08 270.89 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 20.983.59 11 .586.12 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 95,354.97 32.569 71 62.785.26 .00 62,785.26 . rlun!:1'I "....".., . (+J AMOUNT PAID DATE I NUMBER INTEREST/PEN PAID (-) 03-06-2006 -/CD006408 150.92- 2,976.26 BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-07-2006 TOTAL TAX CREDIT 2,825.34 BALANCE OF TAX DUE .00 INTEREST AND PEN. 1.62 TOTAL DUE 1.62 ~ IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~~ .. nr-r-......... ....-- --..---- ---- -- ----- -- Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 YINGST JAMES T 40 YORK STREET HANOVER I PA 17331 RE: Estate of MILLER SADIE E File Number: 2004-00905 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregarc this notice. SincerelYI ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Pprsanal Renresentative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 AUSTENSEN P BRUCE 227 MAIN STREET REISTERSTOWN, MD 21136 RE: Estate of MILLER SADIE E File Number: 2004-00905 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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: 6/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,~~) .~/h(,~1 Glenda Farner Strasbaugh Clerk of the Orphans' Court ::c: File Counsel BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) JAMES T GUTHRIE 40 YORK HANOVER YINGST ESQ HAL ST DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-30-2006 MILLER 06-03-2004 21 04-0905 CUMBERLAND 101 SADIE E Amount Remitted PA 17331 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF MILLER SADIE E FILE NO.21 04-0905 ACN 101 DATE 05-30-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-24-2006 PRINCIPAL TAX DUE: 2,825.34 PAYMENTS (TAX CREDITS): PAYMENT RECEl PT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-06-2006 CD006408 150.92- 2,976.26 05-04-2006 CD006661 1.62- 1. 62 TOTAL TAX CREDIT 2,825.34 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 lE IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J ., . '\ (' '.~ i ~ ).. ,',",.! ' " \,,,\; ~ / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAUgf-iiiiiIVIDUAL TAXES INHERITANCE TAX DIVISION :IIn Rn~ 2806.01 HARRI5BUK~ ~A ~r~~o-uou~ INHJ:.RITANCJ:. TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS REV-1604 EX AFP (03-05) BRENDA L VARNER 61 COUNTRYVIEW ESTATES NEWVILLE PA 17241 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-20-2006 MILLER 06-03-2004 21 04-0905 CUMBERLAND 218-32-9471 04132837 SADIE E Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1604 EX AFP (03-05) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD DR TRUST ASSETS -- DATE 04-20-2006 ESTATE OF MILLER SADIE E DATE OF DEATH 06-03-2004 COUNTY CUMBERLAND FILE NO. 21 04-0905 ADJUSTMENT BASED ON: S.S/D.C. NO. 218-32-9471 ADMINISTRATIVE CORRECTION JOINT DR TRUST ASSET INFORMATION ACN 04132837 FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 106002057 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 05-07-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS.~HOWN AB~VE. MAKE CHECK OR MONEY ORDER PAYAaL! TO: "REGISTER OF WILLS, :AGENT..i'~ TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID \....'-.-.\ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .00 .00 .00 .00 (CR), REGISTER OF WILLS Cumberland County, Pennsylvania Supreme Court Orphans' Court Rule 6.12 Status Report by Personal Representative Name of Decedent: Sadie E. Miller Date of Death: 06/03/2004 Will Number: 21-04-0905 dministration Number: 21-04-0905 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer 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 X 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 X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: ') /1//-:: f.. 7 ~-=.i .~A' /[,/7,/\ or7 / - _~f;j..f Sign~ure . 7 Name: James T. Yingst, Esquire Address: 40 York Street h j' -1 ,'lr 1 '-I 1 c_ Hanover, PA 17331 Telephone: 717-632-5315 Capacity: Personal Representative X Counsel for Personal Representative -'-; ''-,./ Register ofWiHs of Cumberland County STATUS REPORTGTNDEl\RULE 6.12 Name of Decedent: S ~ J I ~ [.. n1.. \ \ \-er Date of Death: Jv... (\e. 0 '3 z.. GO '{- ( Estate No.: :) 1- 0 t{ - 0 q 0 ~~ 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 ns No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the person~epresentative file a final account with the Court? Yes 0 No J2S 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 ~ No 0 . Date: J u.. '" e.. c. Copies of receipts, releases, joinders and approval offonnal or infonnal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. /';2 .-;? a. 7 ~ 'J 72 OOb C I ~J-j~ ~~~~J I Signature '"'=' @< lA c.-e:. (/ \A S1eV\ j. c V\. t . C~l ( Name .. a-r- d: J- 7 rn c;L,..." ..J~~e I ~ e, sf'e. { .rTo-.A lit VIA D 2.... (( 'J (, Address t ~ 1.-/ J (j - g '] J .. 2. 2 s- 0 Telephone No. Capacity: M Personal Representative o Counsel for personal representative L