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HomeMy WebLinkAbout02-0980PETITION FOR PROBATE and GRANT OF LETTERS Estate of Eva M Miller also known aS NLA - Deceased. Socia! Security No. 092- 16-5889 No. ~t ' Ooh -Q ~D To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Yovr petitioner(s), who is/~e:18 years of age or older an the executrix _ -named in the last will of the above decedent, dated ~;~b.. , 19~- and codicil(s) dated N /A (Efate relevant circnmatancea, c_g. renunciation, death of Cxeculor, etc.) Decendent .was domicitcd at death in Cumber 1 and County, Pennsylvania, with her last family or principal r~sidettc~ at 1 ] 1 1 Newburt? _ Road. Shippensbur~, `~ (fiat svect, nti4nber and muncipality) Decendent, then 79 years of aRe, died October 13. , #~ 2002 , at 1111 NPw~~g Road.., ShiDpensbur~ PA. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a kitting and was never adjudicated incompetent: N/A Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 135 , 000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domicitcd in Pa.) Personal property in County $ Value of real estate in Pennsylvania $~ situated as follows: 1513 West End Drive, Philadelphia, PA. 63,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant Of letters t e s t ament arv (testamentary; administration e.t.a.; administration d.b.n.c.t.a.) theron. r . ,,~ 1 a~~z vr~~ oev 111 Newburg Roa ~ v Shippensbur~, PA 17257 ~ •:. ~a 6, W O A _W ~/~lr~~~ ~~ ~~ /TTi - OATH OF' J'ERS0~1A,~, REPRESENTATIVE COMMONWEALTH OF PENNSXLVA,N)(A ~ ~~ COUNTY OF ~UMBER[~AND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to tftt: besrof the knowledge and belief of petitioner(s) and 'that as personal represen- tative(s) of the abov., dc-cedent. petitioner(s) will well and truly administe~r't-he estate according to law. Sworn to or affirtrted and sub3erit;ed ~ ~I7~~t ~~'~.l ~ a beft~~~eBt1~tR ~ 1~S ~ 2 0 0 2 ~dax y of ~I~1Y/ f~ ~a/T~ p ti`~6~ egister y I ~1 n tom/ n No. ~ I - oa- G$o Estate 0~ Eva M. Miller ,Deceased DECREE OF PROBA,'TE AND GRANT OF LETTERS A.ND NOW NOVEMBER 1-: 2002 ~9 2_ 002_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT lS DECREED that the instrument(s) dates .T~, ~ ~ ti _ 1 5 described therein be admitted to probate and filed of record as the last will o f Ev a M . M i 11 e r and Letters Testamentary are hereby granted to Marian F o l t z FEES Probate, Letters. Etc. , , .. , , , , , S 2 3 5 . 0 0 Short Certificates( ) .......... $ 3 0 . 0 0 ~~~xx extra page 18.OD 1cp g 5.00 TOTAL g 288.00 Filed ...... ~ ~.- ~.: 2 ~ 4 2..... . called exec 11-~01-2002 """`~`' Rygester of Wily ~~~ 1 V Richard E. Javage, Jr., Esquire 53358 ATTORNEY (Sup. Ct. f.D. No•) 3350 Township Line Road Drexel Hill PA 19026 ADDRESS (610) 449- Q3 Q_ PHONE - __,, .. t I1'IJ 1S i4 ~..C1'LIl', ;1"?3r Ci?C i'if -.-t11[iOtl tl('I'C ~11'';~Zt1 15 CO1"1"<'.Ct~V CO~LLt? ':Fl)il'. ~1TS O(:~iri~31 CetilrlClCC t.-`t~ t~,'~~il C~bw¢ f1;CU '~ '.. ',,t ~i:i ., -,. L~~a! ~t2~ ,,tr~.l 1 ~t~ )r(~;tn.(l ;nttcare w)ll ~~ fcrwuded to the ~, ;4r ~ I~ai l..c.~rc!s (~~t)~e fLlr ~7~.Ir) ~~) ~.,, VVARNIR4G; it is illegal to duplicate this ~;opy by phaiastat or photc~gr~pi~. . ,,,, , ~~ Qom/ cj~ -'r _- - _ _ __ o, :i. .~. ~1 ,' +. `~_©~~ _ ~~~ `x-31' '~ ' P 8 710 9 2 5 ~; ~~ ~~~P~~~ ~ ,,~ I _~~~:,_~~ ~--~ -- ---- __ __ . - -------- ,.,,,,,,,,,,,rl .. .: 2reT COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ___..._.____..._.________-----__---_-'-'--_ ~'~' DATE OF DEATH ,Mnny1 Clay. ~wari I SE% SOCIAL SECURITY NUMBER ,AME OF DECEDENT If aa. MWde. LNI .Female ~. 092- 16 - 5889 ,.. 10/13/2002 ~. Eva M. Miller IC.ry •aa T H P LA CE IR B LRIOERtOM' DATE Of BIRTH Y PI.aCE OF OERNICMC4 duY nre--+ee mu,wlmaon dnervwl _.__._.. .--__..___._ --_-i-~-_~-.___.-. -_-~ EAR AOE IIaa B+e`o•YI UNDER, ,Mnnlh. DeY AMrI a i M T vI t OTHER: HOSPITAL. OI,w ~ ~ . r~~ .a .. . .. NU,N p¢y /lorw• I MgKk. , l.uruc+lPtu CO , IrlpNl•r% ^ ERIOwyINM ^ DOA ^ Ylerne ^ R•W¢rr ~ , ~ ~oaNYl L_7 PA Yn 5hippensbLag ----- w . , . y. 79 I ¢. n x . a numbers MMB CEDEWT OF MISPAMC ORKi,Ni ~EMAm•ncan Irwn. BMCk. waw..tc a :OVNTY OF GERM CRY, BORO. 7 WP OF DEATH FACKT' NAME 111 not,Mlpion. a~w Are No ~ YN ^ n Y••. ep•cE. CWen. MNkan. t'1w,e Rkan, «¢. ,¢, White Southampton Twp. 1111 Newburg Road ___ P!xl:s SURVIVING Cumberland Y 1 w KIND OF BUSINESSItNOV47 Y YMS DECEDENT EVER IN OECE ENT'9Ed1CRION MMITAI STRUE~Menre c .,n ARMED FORCEST n N•vx M•nrd. Wbow•d, in wva. p n.a w. ,~w w DECEDENT'S USUAL OCCUPRION U S . IGw•~rtld•aM pnia QKvq rma EHm• twrylS•caWxy CdNq ONaeW lSOecM) aal ads.l < ^ N ® r o w.onb¢x•.mnotwra w ,o-,zl 12 n ,¢ Widowed ,¢, --- . Beautician „e-Beauty Shop ,:, ta. h „,, _ _ _ ,,.o ,...(xl yw, o-c.eer+IN.em_Sou th ampto Dld _. -_.-... _.__ _. IFCEDEHT'S MARINO ADDRESS ISIrM.QIyR .Aar. Zp frxNl DECEDENT'S Penns lvania Y' -__ ..._ ACTUAL 1T•. Srr___. .. RESIOENC[ d'r1'd'A 1111 Newburg Road ISNnwnAtKYr '"'"' ~ - -_d!~'A•,•, d, ah«sWl Cumberland °Wi'"'0' ,w.^¢+Ink1.°~.IIM xn"`i°A.x ------ _ _ PA 17257 t7b' ensburg Shi , pp ,K MOTHER'S NAMEIfeal.MgAa. McWen Surname) cRNER'S NAME IFK%. Made. Leal Plume I. Naugle __,_.~---_.. ,B -~- , ,¢, Earl Imo. Haulter INFOR,MNT'S MARINO ADDRESS ISdeN, CAY .Srr.l~p l.ud•1 ~NFORAUNT'S NA1H RYON~•KI X1111 Newburg Road, Shippensburg, PA 172.57 _ ,~ Marian E. Foltz PoSITtON - Nem• d Cemxxv. G•mxaY LOCRION ~ Clry/TdKn. SIx•. 7q CoM P NET/IOD OF dSPOSITION ORE OF OISPOSITK)N 011,•r Pie ^ IMbneLDeY,Mrl ~ Cumberland County, ~® C.«w,nlr^ wxoYrkpKslx• oo,rlwt^ od,«ISOUY+ -- ^ ~~e, 10/16/2002 :,¢. S rin Hill Cemeter :,a. Shi ~ en's~ur PA 17257 __ F FACRITY Tt•. NAME AND AODRE98O SICaNRU F NERALSER,pCBf ; PE ACTBgA9SUCN LICENSE NUMBER el -er-Bricker F H. PO Box 33b Shi txT PA 17^~~+' ~ . ---- ~, 011776-L ~ LICENSE NUMBER DRE SIGNED ';ongWe a•ma 2]•<onh when unlM'M b tM wa d my erw,YN¢e•. axn oxwna x tn.llln•. axe ¢Ia p.c. sMl.e (Mpn¢,. DaY. 'bar) nnYY¢W1 r MI evalla¢N k, IKN of de•IA r • eM Te•1 :•nM eaur d w.m. 27w - WAS CASE REFERRED TO MEDICAL E%AMINERICOi10NERT IIqq~, TIMEOFOERH DQE PRONOVNCED DEAD IMOnT, Day. Marl •nr I42¢ rM,x W cornpl•t•d by y'•• ^ Ne Y_`l I;,,p,,,,o p¢,rwkNtbxn. 10 13 2002 -- 5:00 A.M » mdw.tn a,1 Aa a N, p K . 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' 7¢. 7w. ]w. ~• 9gNRURE. RLE CERTIFIER - \ CEIRNERICheprdvYOnel 'CERTIPYnaB PHYSICIAN IPhyxrn mWng cause d dean when andnx phrsK~en nN paKMnceO deals anb campeled nem 231 To BM!•M MmY krowrdB•.de•tll eccumddlrbdr c•u••(el and manMrN•Wd ..................................................... S, __- LICEN E NUAA Q f DATE $gNE~IMp~n. Day/~ )1 ~ ~ ~f ~ S u~ S10. !~/L /r '~ NCNMi AND CERTIPYNI0 PHYSICIAN IP11y1c10n tXNh uronouncinq Ueem arW CMlly+p to caubd Genl ~~~ ~ ]i¢. ~---.-___._ _ ' PtkONOU To HN Mx x mY knowNd¢w, Mxp eecwr•d x Br wr, del., arM plat.. •M dw 10,1,• eNNI.1 and manner •• xxW .................. .... ~~~~ NAME ANDA RESS OF PERSON Y/NO COMPLETEOCAUSE OF DEATH ptem 271 Type ar PHM Icav)et11 W. R1CYAr, M. D. 'MEON;AL E%AMINERIC0/10NER On,M Wtle of eeemina,lon arw/w Vnva¢Uga,k+Rl, in my opinion, dexh a:cunW x,he llme,dxe, and Plata, and tlue fo Me uux+(a)arM ^ 3730 S~tland Readr SCOtlat'Id,• PA 17254 .............................. ........................................................... aa. ,nenmraeaW.d .... 11 •. ~ DATE FILED IMOran. Oey. Yeal REGISTRAR'S SIGNATURE AND NUMBER -~ ~ ~ / • ' LAST WILL AND TESTAMENT OF EVA M. MILLER I, EVA M. MILLER, of Philadelphia County, Pennsylvania, make this my Last Will and Testament and hereby revoke all former Wills and/or Codicils made by me. ARTICLE FIRST. Debts/Expenses. I direct the payment out of !my estate of my funeral expenses, including the cost of a suitable grave marker, and the expenses of my last illness. My Executor may ;pay, in his or her discretion, all legal debts as to which there are no defenses in law or equity at the time of my death. ARTICLE SECOND. Taxes. I hereby direct that all estate, f` inheritance and succession taxes, and interest and penalties ~~ thereon, which may be due and payable by reason of my death with respect to any property included in my estate for estate tax ~' purposes, whether or not passing under this Will, shall be ~ apportioned or pro rated to the person owning or receiving such Vii, property, it being my intention that every recipient of property subject to death taxes shall bear the burden of such taxes. Provided, however, that such tax shall not be assessed against any ~ property passing for which a deduction allowed under law by reason Ei of the relationship of any person to the decedent, or the charitable purpose of the gift, excludes the property from the ~~ measure of such tax. ARTICLE THIRD. Bequests A. Tangible Personal Property. I may prepare a written statement or memorandum to dispose of '~ certain items of my tangible personal property. I will either ~~ prepare this memorandum in my handwriting, or I will sign a typed !': memorandum. If I have prepared such a memorandum, it will be found I with the original or with a copy of my Will . My Executor shall make the distributions of my tangible personal property provided i ~ for in the memorandum . Any tangible personal property not so disposed of by such Ii memorandum, wherever situated, together with any insurance coverage thereon, belonging to me at my death, or if I leave no such ~' memorandum, I give to my sister, MARION FOLTZ, my niece, DEITRA '! CLUGH, my nephew, GARY FOLTZ, and my grandniece, TAMMY CLUGH, who 1 g~ survive me by thirty (30) days, as they may agree, or in absence of an agreement as my Executor may think appropriate. '' B. Automobile. I give any automobile which I may ,-- E.M.M. ii ~! ' Richard E..tavage. Jr.. Esquiro ^ 3350 Township Line Road ^ Drexel Hill, PA 19026 ^ (610) 449-1030 own at the time of my death to my brother-in-law, JAMES FOLTZ, if he survives me by thirty (30) days. If JAMES FOLTZ shall fail to survive me by thirty (30) days, such bequest shall lapse and such property shall be added to my residuary estate passing hereunder. C. Residuary Estate. I give all remaining property of all kinds, wherever situated, together with all insurance coverage !thereon, belonging to me at the time of my death, equally to my isister, MARION FOLTZ, my niece, DEITRA CLUGH, my nephew, GARY FOLTZ, and my grandniece, TAMMY CLUGH, who survive me by (30) days, ii per stirpes. ji ARTICLE FOURTH. Younger or Incapacitated Beneficiaries A. Unless otherwise provided for herein, any income or i~principal payable to any beneficiary who has not attained twenty- ~~ one (21) years of age or to a beneficiary who has been adjudicated ~:an incompetent or, who in the opinion of my Executor or Trustee is ;;disabled by advanced age, illness (mental or physical), or other ~~cause and unable to manage any principal or income passing hereunder, shall be held in trust by my Trustee subject to the j provisions below. Until the entire principal has been distributed to the beneficiary from any trust, my Trustee is authorized, in his ~~ or her exclusive discretion, to expend from income or principal ~~ such sum or sums as may be necessary for the proper care, ~irairtenance, and support of such younger or incapacitated i beneficiary directly without the intervention of a guardian or committee; or my Trustee may pay the same to any person having care ~~ "; or control of said beneficiary or with whom the beneficiary ;;resides, without the duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom '!;payment is so made. B. Any income and/or principal not so expended by my Trustee pursuant to Paragraph A above shall be retained by my 1. ;;Trustee and paid to the beneficiary upon the terms indicated below ~'or the termination of the incapacity; or if he or she dies before the entire principal and income has been distributed or while still ', ~ incapacitated, as the case may be, to the issue of such beneficiary j subject to the provisions of this ARTICLE FOURTH. In default of lithe above, I give the then remaining principal to in accordance j with the provisions of ARTICLE THIRD hereof. C. Each beneficiary or his or her issue shall have the fright to withdraw the entire balance of the principal of the trust E.M.M. '' - 2 - j ~ Richard E. Javage, Jr., Esquire ^ 3350 Township Line Road • Drexel Hill, PA 19026 ^ (610) 449-1030 i. ~. upon attaining the age of twenty-one (21) years. ARTICLE FIFTH. Spendthrift Clause. All principal and income i shall be free of debts, contracts, pledges, anticipations, assignments, alienation, or obligations of any beneficiary !`: hereunder, and shall not be subject to levy, attachment, execution `; or other legal process. ARTICLE SIXTH. Management Provisions. Any fiduciary acting i hereunder shall, in addition to the powers given by law, have the !following powers both as to principal and income: I: A. To retain, without liability, any investments at s discretion, and to make such investments, in such proportions, ~ ~ without limitation to what are known as legal investments or regard i; to principles of diversification, as the appropriate fiduciary ~~ shall, in his or her discretion, consider beneficial to my estate ~; or to any trust established hereunder, as the case may be. B. To keep cash in bank uninvested if deemed advisable for the protection of income. C. To hold property in nominee or bearer form. D. To (1) participate in any merger or reorganization ~' affecting securities held hereunder at any time; (2) deposit stocks, under voting agreements; (3) exercise any option to subscribe for ', ! stocks, bonds or debentures; and (4) grant proxies, discretionary ', or otherwise, to vote shares of stock. E. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such periods as the appropriate fiduciary may =. ~` deem advisable; and to pay the costs of appraising, insuring, storing, packing, shipping, and selling tangible personal property out of my estate as an administrative expense. F. To sell (and to grant such options for the sale of) any ; real or personal property at public or private sale for such prices ~; and upon such terms, including the granting of a purchase money ' mortgage or purchase price (with or without subordination), as the appropriate fiduciary may think proper, without liability on the purchasers to see to the application of the purchase money. G. To borrow money from any source without liability on the `<= -, /;~ 1-~. E.M.M. - 3 - Richard E. Javage, Jr., Esquire ^ 3350 Township Line Road ^ Drexel Hili, PA 19026 ^ (610) 449-1030 part of the lenders to see to the application thereof. H. To register securities and any other property held by the appropriate fiduciary in the name of a nominee or in bearer form. I. To compromise claims by or against my estate or any trust established hereunder, without order of Court or consent of any beneficiary. J. To make any distributions in kind, but only at market values prevailing at the time of distribution. K. To engage legal counsel, investment advisors, accountants and custodians and to pay the fees and costs of same from the principal hereunder. L. To carry on any business owned or controlled by me at my death or whatever time the appropriate fiduciary shall think proper, and the appropriate fiduciary shall have the power to do any and all things he or she deems necessary or appropriate, including the power to incorporate the business, the power to borrow and to pledge assets contained in my estate as security for such borrowing, and the power to close out, litigate, or sell the business at such time and upon such terms as the appropriate fiduciary shall deem best. M. To execute and deliver all instruments of writing necessary or appropriate for the exercise of the appropriate fiduciary's powers. N. To purchase and carry insurance respecting any and all risks and liability exposures, and to acquire or hold insurance to insure or relieve my fiduciaries from personal liabilities for carrying out their duties and responsibilities as fiduciaries hereunder, except for gross negligence. O. To borrow money from any fiduciary or from any other ;person or corporation, to pledge or mortgage any property as ;security, and to lend money to any beneficiary, business, or other ;entity in which an interest is held hereunder, or to act as surety 'or guarantor of any obligations or debts of such beneficiary, 'business, or entity upon such terms and conditions as my fiduciary !may deem appropriate, with or without security, or interest, or jprovision for amortization. e P. To execute and file any and all tax returns, protests, i; Yt e t' ~/ 4 ,/' /~ E`. M.M. - 4 - Richard E. Javage, Jr., Esquire ^ 3350 Township Line Road ^ Drexel Hill, PA 19026 ^ (610) 449-1030 and claims for refund of taxes, to appear on their own behalf or through counsel in all matters arising out of, or pertaining in any way whatsoever to, liability under the revenue laws of the United States or any State or subdivision thereof, for any taxes, or refund or adjustment of the same, and to examine and obtain copies of any and all returns, schedules, lists, statements, and other papers filed by me or on my behalf in any governmental agency, bureau, or department, and to receive from any governmental agency, bureau, or department or any of the officers or agents thereof, any and all communications, including any warrants for money due, and to communicate with any governmental agency, bureau or department or any of the officers or agents thereof, and to make applications for any rulings, execute all waivers and agreements respecting tax deficiencies, assessments, or closing agreements in connection with any tax matters before the Internal Revenue Service or any other federal, state, or local agency, bureau, or department. ARTICLE SEVENTH. Tax Elections. If an election to do so is provided by law, I direct my Executor to claim any expenses of administration of my estate as income tax deductions upon an income tax return or returns whenever and to the extent that in his or her sole judgment such action will achieve an overall reduction in the income taxes and inheritance, estate and succession taxes for the benefit of my estate and the beneficiaries thereof. I further direct that no compensating adjustments as between income and principal accounts shall be required or made as a result of such actions. ARTICLE EIGHTH. Executors. I nominate, constitute and appoint my sister, MARION FOLTZ, as Executor of my Last Will and Testament. If my sister, MARION FOLTZ, shall be unwilling or unable to serve as Executor, I nominate, constitute and appoint, my niece, DEITRA CLUGH, as Successor Executor. ARTICLE NINTH. Trustee. I nominate, constitute and appoint my sister, MARION FOLTZ, as Trustee of any trusts which may come into existence under this my Last and Testament. If my sister, MARION FOLTZ, shall be unwilling or unable to serve as Trustee, I nominate, constitute and appoint my niece, DEITRA CLUGH, as Successor Trustee. ARTICLE TENTH. Posting of Security. I direct that any fiduciary acting hereunder shall not be required to enter bond or any other security in any court or jurisdiction in which said %- Vii; t~! E.M.M. - 5 - Richard E. Javage, Jr., Esquira ^ 3350 Township Line Road ^ Drexel Hill, PA 19026 ^ (610) 449-1030 fiduciary may be called upon to act. ARTICLE ELEVENTH. Definitions. The terms "Executor" and "Trustee" or any other pronoun used to indicate the Executor, Trustee, any other fiduciary or any child shall be deemed to apply to one or more than one person and/or corporation and to the masculine, feminine and/or neuter gender, as the case may be. IN WITNESS WHEREOF, I, the said EVA M. MILLER, have to this my! Last Will and Testament, which consists of six (6) typed pages, toy eac of which hake affixed my initials, set my hand and seal thisi day of ~-~-~ , 1995. ~ i ... . ~, _ ~ f'1~ ~` ,',i ~. L c ,}~ , --- (Seal) I EVA M. MILLER SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix, EVA M. MILLER, as and for her Last Will and Testament, in the presence of us, who, in her presence, at her request, and in the presence of each other have hereunto subscribed our names as witnesses. Witness: I ' .- 4 c. i Witness: ~~ - ~ ~ S ignature Address -~ -.~......~..> 5 - signature ~. ss ~ , ~ ~ ~_ ~ ; f. E.M.M. - 6 - Richard E. Javage, Jr., Esquire ^ 3350 Township Line Road ^ Drexel Hill, PA 19026 ^ (610) 449-1030 t `, COMMONWEALTH OF PENNSYLVANIA i rr COUNTY OF ,~,~a.-~.~~c~~trt_„~~,i= 1 SS: ~ We, EVA M. MILLER, ~~,c~~~r~c~_ .~~. ~:; t.~--~.~~~ ,fir, and ,'"~,)r1~7:~r-~ ~°~~'~~=r the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed it willingly, and that she executed it as her free and voluntary act for the purposes expressed therein, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and to the best of each such witness's knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ..~.. _. ~ ~ y .._ t .-o- C_ c ~ j~,C- ~.-~_c. t EVA M. MILLER ~_ Witness ~=-l_ \ Witness -'-4, Subscribed, sworn to and acknowledged before me by EVA M. MILLER, the Testatrix, and subscribed and sworn to before me by ~:,::a1~'a-~r' ;~_:- ~as.~_~v~~, and /'?.ar,~a ~r:~ ,f.~r:,~r,r. the witnesses, this`-_~~,~L day of ~,t",~!„ - 1995. ~ ~ ,~!~r• /' } ~.i era r'11 ~e, ~2~yT~ %' f zL/4 '. ~j~ G~ „~ ' No~~ry Public Natariai Seal Barbara Ann Sinkinson; Notary Public Upper Dart>y Twp., Delaware County My Commission expires Jan. 30, 1999 ~ P~ A~~an of Notaries ~` PA O.C. Rule 5 (b) Form of Certification of Notice. CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent Eva M. Miller Date of Death Will Number Administration Number 10/13/2002 2002-00980 - To the Register: I certify that notice of estate administration required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 12 / 16 / 0 2 NAME ADDRESS Illl Newburg Road Marian E. Foltz Shippensburg, PA 17257 1111 Newburg Road Dietra Clough Shi ensbur PA 1 651 Broad Street Gary Foltz Chamber r 457 New Gate Court, Apt. C. Tanmiy Rydh Ben a Ill] Newburg Road James Foltz Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Signatur Date r ..., . 12/16/02 Name ea "rin}) ~ '- ~" Telephone Number _ d, Richard E. Java Jr., E ~~ (610) 449-1030 Address ity State Zip Code 3350 Township Line Road, Drexel Hill, PA. 19026 Capacity: Personal Representative x Counsel for Personal Representative Originally part of Rule S. 6, which was adopted April 30, 1992, effective for decedents dying on or after July 1, 1992, Amended and renumbered as Rule 5.7 on December 23, 1998, 29 Pa. B. 327, effective for decedents dying on or after January 1, 1999.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: JAVAGE RICHARD E JR ESQ 3350 TOWNSHIP LINE ROAD DREXEL HILL, PA 19026 told REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: os2-~ s-5sss FILE NUMBER: 2102-0980 DECEDENT NAME: MILLER EVA M DATE OF PAYMENT: 01 /09/2003 POSTMARK DATE: 01 /07/2003 couNTY: CUMBERLAND DATE OF DEATH: 1 0/ 1 3/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 559,500.00 TOTAL AMOUNT PAID: REMARKS: MARIAN FOLTZ C/O RICHARD E JAVAGE JR ESQ CHECK# 101 SEAL INITIALS: VZ RECEIVED BY: DONNA M. OTTO 559, 500.00 DEPUTY REGISTER OF WILLS NO. CD 002029 REGISTER OF WILLS Lnw ONFICES oe RICHARD E. JAVAGE, JR.$-r* ATTORNEY AT LAW 3350 TOWNSHIP LINE ROAD DREXLL Hn_L, PA 19026 (610) 449-1030 FACSIMILE (610) 789-4927 RGSNONU ~ro: DRF_'XEL HILL, PA January 6, 2003 Register of Wills and Clerk of the Orphans' Court Cumberland County Courthouse Carlisle, Pennsylvania 17013 Re: Estate of Eva M. Miller, deceased Will No. 200 PA File o. 21-02-0980 Date of Dear Sir/Madam: 61 I 1 MAIN S'fREI>'C VOORHEES, N.1 08043 (856) 751-0661 C)F COUNSEL: ROBGR'C J. RAUANO :i* $ AUWTTEU PA & NJ ADMI'CTED PA & CO * LL.M. IN TAXATION t CERTIFIED PI IgLIC ACCOIIN'CAN"f Enclosed please find check in amount of $59,500.00 for prepayment of Pennsylvania Inheritance Tax for the above estate. Please contact me with any questions. Very truly ours, ~" - r . ~_ - / ' _ _ ,- RT~A _ AGE„L>~ REJ,Jr.;bas Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: JAVAGE RICHARD E JR ESQ 3350 TOWNSHIP LINE ROAD DREXEL HILL, PA 19026 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: os2-16-sass FILE NUMBER: 2102-0980 DECEDENT NAME: MILLER EVA M DATE OF PAYMENT: 08/25/2003 POSTMARK DATE: 08/22/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/13/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ S 1, 000.00 TOTAL AMOUNT PAID: REMARKS: MARIAN E FOLTZ EXECUTRIX C/O RICHARD E JAVAGE JR ESQUIRE CHECK# 60-1503/313 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO S 1, 000.00 DEPUTY REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 002936 REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: JAVAGE RICHARD E JR ESQ 3350 TOWNSHIP LINE ROAD DREXEL HILL, PA 19026 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: 092-~s-5889 FILE NUMBER: 2102-0980 DECEDENT NAME: MILLER EVA M DATE OF PAYMENT: 08/25/2003 POSTMARK DATE: 08/22/2003 couNTY: CUMBERLAND DATE OF DEATH: 10/13/2002 REV-1162 EX(11-96) NO. CD 002937 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 51,176.52 TOTAL AMOUNT PAID: REMARKS: MARIAN E FOLTZ EXECUTRIX C/0 RICHARD E JAVAGE JR ESQUIRE CHECK# 60-1503/313 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO 51,176.52 DEPUTY REGISTER OF WILLS REGISTER OF WILLS LAW OFFICES OF RICHARD E. JAVAGE, JR.$t* ATTORNEY AT LAW 3350 TowNSx[P LINE ROAD DREXEL HILL, PA 19026 (610) 449-1030 FACSIMILE (610) 789-4927 RESPOND TO: DREXEL HILL, PA August 21, 2003 Register of Wills and Clerk of the Orphans' Court Cumberland County Courthouse Carlisle. PA 17013-3387 Attention: Sue Re: Estate of Eva M. Miller, deceased File No. 21-02-0980 Dear Sue: ~ ADMITTED PA & NJ OADMITTED PA & CO * LL.M. IN TAXATION f CERTIFIED PUBLIC ACCOUNTANT Enclosed please find original and one (1) copy of the Pennsylvania Inheritance Tax Return relative to the above referenced decedent. Also enclosed are checks in the amount of $2,176.52 representing the tax balance as shown on the return. In additional, enclosed please f nd a check for the following fees: (a) $15.00 for Inheritance Tax return filing fee; (b) $16.00 for Inventory filing fee; and (c) $3.00 updating the enclosed Short Certificate. Kindly send time-stamped copies of the documents back to my office in the enclosed self- addressed, stamped envelope provided. I have enclosed a separate self-addressed, stamped envelope for the short certif cate, which should be sent directly to the Executrix, Marian Foltz. Please contact me with any questions. Thank you for your cooperation. ~~~ , RE3,Jr.;bas ~~~~''rc avage, Jr:' Enclosures °.--_ _ ,.. __ -- t~ 6111 MAIN STREET VOORHEES, NJ 08043 (856) 751-0664 OF COUNSEL: ROBERT J. RADANOO 1 ~ - i t'-- .s1~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 RICHARD E JAVAGE JR ESQ 3350 TOWNSHIP LINE RD DREXEL HILL PA 19026 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 10-13-2003 ESTATE OF MILLER EVA M DATE OF DEATH 10-13-2002 FILE NUMBER 21 02-0980 COUNTY CUMBERLAND ACN 101 Amount Remitted 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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MILLER EVA M FILE N0. 21 02-0980 ACN 101 --------------------- OR DATE 10-13-2003 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 63,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 44,734.60 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) 101,584.03 tax payment. 6. Jointly Owned Property (Schedule F) (b) 18,102.59 7. Transfers (Schedule G) (7) 296, 086.00 8. total Assets (g) 523, 507.22 APPROVED DEDUCTIONS AND EXEMPTIONS: 21,506.42 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 299.60 11. Total Deductions [11) 21.806.02 12. Net Value of Tax Return (12) 5 O 1, 7 O 1 . 2 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14 Net Value of Estate Subject to Tax (14) 501,701.20 . NOTE: If an assessment was issued previously, lines 14, 15 andior 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) •00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 . . 00 17. Amount of Line 14 at Sibling rate (17) 343,964.16 X 12 41,275.70 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 157,737.04 X 15 23,660.56 Principal Tax Due 19 (l9)= 64,936.26 . Twv nsrn*TC. . DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 01-07-2003 CD002029 3,131.58 59,500.00 08-22-2003 CD002936 .00 1,000.00 08-22-2003 CD002937 .00 1,176.52 INTEREST IS CHARGED THROUGH 10-28-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT 64,808.10 BALANCE OF TAX DUE 128.16 INTEREST AND PEN. 13.81 TOTAL DUE 141.97 * 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 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1x70 EX (B-88) Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 INHERITANCE TAX EXPLANATION OF CHANGES DECEDENTS NAME FILE NUMBER EVA M MILLER 2102-0980 REVIEWED BY ACN John Kealy 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. F 11, 2, 3I Jointly owned bank accounts are taxable outright to the beneficiaries before determining residue. Row Page 1 Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Eva M. Miller No. 21-02-0980 also known as Date of Death 10/13/2002 Deceased Social Security No. 092 -16 - 5889 Marian E. Foltz, , Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Richard E. Java e Jr. Es Attorney: g ~ q I.D. No.: 53358 Address: 3350 Township Line Road Drexel Hill. PA 19026 Telephone: 610/449 -1030 Personal Representative Signature: -~.y Marian E. Fo tz Signature: Address: 1111 Newbury Road Shippensburg, PA 17257 Telephone: 717/532 - 3537 Dated: NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RH/-7 (1992) INVENTORY Estate of: Eva M. Miller Date of Death: 10/13/2002 County: Cumberland CASH: Evergreen Investments - Money 96,486.54 Market - 618-20369325 Refund - Refund of Account 47.49 Credit U.S. Airways Credit Card - 48.72 Credit balance 96,582.75 PERSONAL PROPERTY: ------------------ 1995 Mercury Sable - Blue book 2,550.00 value 44,000 miles Tangible Personal Property - 2,500.00 Furniture, Clothing, Jewelry 5,050.00 STOCKS/LISTED: -------------- 1,136.24 shares Alliance Americas Gov't 7,737.82 Inc Trust Cl A - Mutual Fund 1,374.73 shares Income Fund of America 18,517.57 - Mutual Fund 31.00 Prudential Financial Services 848.78 - Common Stock -1- 1,423.75 shares Scudder Investments - 6,577.74 Mutual Fund 1,433.55 shares Van Kampen Prime Rate 11,052.69 Fund - Mutual Fund 44,734.60 REAL ESTATE/PA: --------------- Personal Residence - 1513 West 63,000.00 End Drive Date of Death Value - Comparable Sales 63,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 209,367.35 ---------------- ---------------- -2- . . /1-7f-t?? REV-1500 EX +(6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Miller Eva M. DATE OF DEATH (MM-DD-YEAR) OFFICIAL USE ONLY C'1i- ,/' COUNTY CODE SOCIAL SECURITY NUMBER 21-02-0980 YEAR NUMBER DATE OF BIRTH (MM-DD-YEAR) 092-16-5889 THIS RErURN MUST BE ALED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER NAME Richard E. Java e, Jr. Es . FlAM NAME (If Applicable) I COMPLETE MAILING ADDRESS X 1. Original Return 2. Supplemental Return 3 date of death . Remainder Return prior to 12M13-8Z) CIPB 4. Limited Estate 4a. Future Interest Compromise (date of death after 12~ 12-82) 5. Federal Estate Tax Return RequIred HpRL X 6. Decedent DIed Testate 7. Decedent Maintained a LivIng Trust 0 8. Total Number of Safe Deposit Boxes EplO CRIC (Attach copy of Will) (Attach copy of Trust) KOTK D 9. litigation Proceeds Received 010. 0 ES Spousal Poverty CredIt C P o 0 R N R D E E S N T C o M T ~ A T X I T I o N TELEPHONE NUMBER 3350 Township Line Road Drexel Hill, PA 19026 R E C I P I T U L I T I o N o Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, 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 (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 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) ,--~ OFFICIAL USE ONLY t;": ~:; ~, (8) 523,507.22 (11) 21.806.02 (12) 501,701.20 (13) (14) 501,701.20 (15) (16) (17) (18) (19) 0.00 0.00 41,788.80 23.019.30 64,808.10 (1) (2) (3) 63,000:;-00 44,734:..60 None (4) (5) None 101,584.03 (6) 18,102.59 296,086.00 21,506.42 299.60 SEE INSTRUCTIONS ON REVERSE SIDE FOR IPPLICIBLE RITES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X 0.00 348,240.00 153,462.00 x X X X .0 0 .0 45 .12 .15 Copyright (c) 2000 form software only The Lackner Group, Inc. FormREV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1111 Newbur9 Road CITY I STATE I ZIP Shiooensburo: PA 17257 Tax Payments and Credits: 1. Tax Due (Page lUne 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 64,808.10 0.00 59,500.00 3,131. 58 Total Credits (A + B + C) (2) 62,631. 58 3. Interest/Penalty if applicable D. Interest E. Penalty !mmmw:; TotallnteresVPenalty ( D + E) (3) 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 10 requesla refund (4) 5. If Line 1 + Une 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable 10: REGISTER OF WillS, AGENT :i,;\\W~;\\,::::::!~:.~~\~;\\\!\\m!!\\\\\\\m,.j\\\\\\\ ..1~\~~ijj)\i11)\nij\\Wi"!~~ .l\\\\~!\\\\\\\\!~!~;;;i~~;;;\\\;\!i\\\m\\m\,!\\ii\:l!;1\:'!;) "r:,::,,;,!!:;; .lm\\!!\~:;~~~~" . ]\!);:mj!i!j~;:i I~:]:\::::'i::;\j~ \1111\i1::' ::::j]jiijijijr:\::~::::':::l;l;':llllm)]iil]llirill'l!!!mill::l:~;;i,::;;;;:;::1:1:m)m;!::;'i;;;;;;:; 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; ~ ~~x 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, dld 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? . . . . . . . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. 0.00 0.00 2,176.52 2,176.52 llimJ!i1 o o IT] IT] [!] o Under penalties of perjury, (declare that I have examined this return, Including accompanyIng schedules and statements, and to the best of my knowledge and belief, It Is true, correc\ and complete. DeclaratIon of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN Marian E. Foltz DATE ---~~F--~~~~~~$-,-15~~~ -i'7-257-------- ---- ------ ---- 1f-/& -03 Richard E. Javage, Jr. Esq. ------_:_~~~~~}~-~}~~-~-~~~---------------------- Drexel Hill PA 19026 For dates of death on or after July , 994 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. 9116 (a) (1.1) (;)]. 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 01 the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (iO]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child is 0% (72 P.S. 9116 (a) (1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 PS 9116(a)(1)] The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyrfght (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETIV< RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Eva M. Miller SS# 092-16-5889 10/13/2002 21-02-0980 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defjned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jOintly-owned wfth riaht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 Personal Residence - 1513 West End Drive Date of Death Value - 63,000.00 Comparable Sales SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Recapitulation) $ 63,000.00 (If more space is needed, insert additional sheets of the same size) copyrIght (e) 199B form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Eva M. Miller SSIf 092-16-5889 10/13/2002 21-02-0980 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 6.809998 VALUE AT DATE OF DEATH 7,737.82 ITEM NUMBER 1 DESCRIPTION 1,136.244 shares Alliance Americas Gov't Inc Trust C1 A - Mutual Fund UNIT VALUE 2 1,374.727 shares Income Fund of America - Mutual Fund 13.46999 18,517.57 3 31 Prudential Financial Services - Conunon Stock 27.38 848.78 4 1,423.753 shares Scudder Investments - Mutual Fund 4.620000 6,577.74 5 1,433.553 shares Van Kampen Prime Rate Fund - Mutual 7.71 11,052.69 Fund TOTAL (Also enter on line 2, Recapitulation) 44,734.60 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPsystems, Inc. Form REV-1503 EX (Rev. 1-97) REV~ 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Eva M. Miller SS# 092-16-5889 10/13/2002 21-02-0980 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 1 DESCRIPTION Evergreen Investments - Money Market - 618-20369325 VALUE AT DATE OF DEATH 96,486.54 2 Refund - Refund of Account Credit 47.49 3 1995 Mercury Sable - Blue book value 44,000 miles 2,550.00 4 Tangible Personal Property - Furniture, Clothing, Jewelry 2,500.00 TOTAL (Also enter on line 5, Recapitulation) $ 101,584.03 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1'3% form software only CPSystems, Inc. Form REV-15GB EX (Rev. 1-97) AEV-1509 EX + (1-97) COMMONWE/1.LTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eva M. Miller SCHEDULE F JOINTLY-OWNED PROPERTY SSf! 092-16-5889 10/13/2002 FILE NUMBER 21-02-0980 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A, SURVIVING JOINT TENANT(S) NAME Dietra C1ugh ADDRESS 1111 Newburg Drive Shippensburg, PA 17257 RELATIONSHIP TO DECEDENT Niece B. Gary Foltz 1111 Newburg Road Shippensburg, PA 17257 Nephew c. Tammy Rydh 1111 Newburg Road Shippensburg, PA 17257 Grand Niece JOINTLY -OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnancfal InstitutIon and bank DATE OF DEATH DECD'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT AttaCh deed for joIntly-held real esta'e, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 05/18/99 First Union Bank - Cap 14,305.17 50.00% 7,152.59 Account Joint with Deitra C1ugh 8884369781 2 B 09/20/99 First Union Bank - Joint CD 9,900.00 50.00% 4,950.00 with Gary Foltz 3 C 05/18/99 First Union Bank - Joint CD 10,000.00 50.00% 5,000.00 ~ith Tammy Rydh 24-702-205-0482474 4 D 01/24/89 U.S. Savings Bonds - Joint 2,000.00 50.00% 1,000.00 with Marion Foltz - Redemption Value TOTAL (Also enter on line 6, Recapitulation) $ 18,102.59 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV-1510 EX +(1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHEAITANCETAX RETURN RESIDENT DECEDENT ESTATE OF Eva M. Miller 10/13/2002 SS{1 092-16-5889 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER 1 DESCRIPTION OF PROPERTY RELAt~&~~~I~ t~b~~~~,p~lt:~J~~~tfAi-'::EJF t~~~SFER. A.TTACH A COPYOFTHE DEED FOR REAL ESTATE. American General Annuity - Annuity #FJ224821 DATE OF DEATH VALUE OF ASSET 32,584.31 %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) 2 Equitable Annuity #424194 - Net present value of term certain (See Attached). 28,522.75 3 Equitable of Iowa Annuity - Annuity #96149962 21,834.68 4 Equitable Accumulator - Annuity #98 666 377 158,379.12 5 Equivest Annuity - Annuity f196 501 158 45,945.14 6 Orrstown Bank - Joint Account with Marian Foltz Date of Death Value $26,125 Less: proceeds of joint account with Deitra Clugh of $14,305 reported on Schedule E. These proceeds were placed in this account by Deitra Clugh solely for emergency needs of Decedent who was seriously ill when she relocated to Shippensburg. 11,820.00 100.00% 3,000.00 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) copyrIght (c) 1996 formsoitware only CPSystems, Inc. FILE NUMBER 21-02-0980 TAXABLE VALUE 32,584.31 28,522.75 21,834.68 158,379.12 45,945.14 8,820.00 296,086.00 Form REV-1510 EX (Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHEA1TANCETAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Eva M. Miller Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSfl 092-16-5889 10/13/2002 FILE NUMBER 21-02-0980 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Fogelsanger-Bricker Funeral Home - Funeral Expense 6,888.40 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year{s) Commission Paid: 2. 3. Attorney's Fees Richard E. Javage, Jr. Esq. 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 12,500.00 4. Probate Fees Register of Wills 303.00 5. Accountant's Fees 275.00 6. Tax Return Preparer's Fees 7, 1 Other Administrative Costs Administration Expense - Change Locks on Residence 180.00 2 City of Philadelphia 105.00 Alarm Registration Fee 3 City of Philadelphia Estate Deed Recording Fee - Transfer of Real 80.00 4 First Union Bank - Safety Deposit Box Fee 20.00 5 459.45 GE Property & Casualty - Homeowners Premium 6 Orrstown Bank - Bank Charge 7.00 Total of Continuation Schedule(s) 688.57 TOTAL (Also enter on line 9, Recapitulation) $ 21,506.42 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1511 ex (Rev. 1~97) REV-1512 EX .. (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eva M. Miller SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS S5!! 092-16-5889 10/13/2002 FILE NUMBER 21-02-0980 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Chambersburg Hospital - Medical Bill AMOUNT 299.60 TOTAL (Also enter on line 10, Recapitulation) $ 299.60 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX +(9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCETAA RETURN RESIDENT DECEDENT ESTATE OF Eva M. Miller SS/ft 092-16-5889 10/13/2002 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Ilnclude outrIght spousal dIstributions, and transfers under Sec. 9116(a)(1.2)] HELA TIONSHIP TO DECEDENT Do Not List Trustee(s) 1 Deitra Clugh 1111 Newburg Drive Shippensburg, PA 17257 Niece 2 Gary Foltz 1111 Newburg Road Shippensburg, PA 17257 Nephew 3 Marian E. Foltz 1111 Newburg Road Shippensburg, PA 17257 Sister 4 Tammy Rydh Bensa1em, PA 19020 Grand Niece FILE NUMBER 21-02-0980 AMOUNT OR SHARE OF ESTATE One-Fourth of Residuary Estate One-Fourth of Residuary Estate One-Fourth of Residuary Estate One-Fourth of Residuary Estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU la, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) Estate of: Eva M. Miller Sac See #: 092-16-5889 Date of Death: 10/13/2002 Item 11 Description Continuation of Schedule H-B4 (Probate Fees) Amount 1 Probate Fee 288.00 2 Register of Wills of Cumberland County - Short Certificates 15.00 303.00 Estate of: Eva M. Miller Soc Sec #: 092-16-5889 Date of Death: 10/13/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item # Description Amount 7 Overnight Mail Expense - Redemptions of Securities, etc. 134.49 8 Slomins Shield Alarm Service Service Contract Invoice 74.85 9 Slomins Shield Alarm Service death Service Invoice as of date of 84.53 10 Slomins Shield Alarm Service Service Contract Invoice 74.85 11 Slomins Shield Alarm Service Service Contract Invoice 74.85 12 Wm. J. Mansfield, Inc. - Advertising Estate 245.00 688.57 - WHEREAS, on the 1st dated July 6th 1995 was admitted to probate as the last will of MILLER EVA M (LAb 1', " 1Kb'1 , 1"1lLJLJLt;) late of SOUTHAMPTON TOWNSHIP 13th day of October 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of wills in and for the County of CUMBERLAND in the Commonwealth of pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to FOLTZ MARIAN E who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 1st day of November 2002. Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2002-00980 PA No. 21-02-0980 ESTATE OF MILLER EVA M \LAb1, "'lKb'1', M1LJLJLt;) Late of SOUTHAMPTON TOWNSHIP CUM~~KLANU CUUN~Y, Deceased Social day Security No. 092-16-5889 of November 2002 an instrument CUMBERLAND County, who died on the ~""~~~~'f"O~'rl~ ~ **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) 'I ij " 'I LAST WILL AND TESTAMENT OF EVA M. MILLER c:2/- 0.:2.- q~o I, EVA M. MILLER, of Philadelphia County, Pennsylvania, make this my Last will and Testament and hereby revoke all former Wills and/or Codicils made by me. ARTICLE FIRST. Debts/Expenses. I direct the payment out of my estate of my funeral expenses, including the cost of a suitable grave marker, and the expenses of my last illness. My Executor may J pay, in his or her discretion, all legal debts as to which there are no defenses in law or equity at the time of my death. ARTICLE SECOND. Taxes. I hereby direct that all estate, inheritance and succession taxes, and interest and penalties thereon, which may be due and payable by reason of my death with respect to any property included in my estate for estate tax purposes, whether or not passing under this Will, shall be apportioned or pro rated to the person owning or receiving such property, it being my intention that every recipient of property subject to death taxes shall bear the burden of such taxes. Provided, however, that such tax shall not be assessed against any property passing for which a deduction allowed under law by reason of the relationship of any person to the decedent, or the! charitable purpose of the gift, excludes the property from the i measure of such tax. I ) i i I I I I I I , , ARTICLE THIRD. Beauests A. Tanaible Personal Propertv. I may prepare a written statement or memorandum to dispose of certain items of my tangible personal property. I will either prepare this memorandum in my handwriting, or I will sign a typed memorandum. If I have prepared such a memorandum, it will be found with the original or with a copy of my will. My Executor shall make the distributions of my tangible personal property provided for in the memorandum. Any tangible personal property not so disposed of by such memorandum, wherever situated, together with any insurance coverage thereon, belonging to me at my death, or if I leave no such memorandum, I give to my sister, MARION FOLTZ, my niece, DEITRA CLUGH, my nephew, GARY FOLTZ, and my grandniece, TAMMY CLUGH, who survive me by thirty (30) days, as they may agree, or in absence of an agreement as my Executor may think appropriate. B. Automobile. I give any automobile which I may &: h} )~t. E.M.M. Richard E. Javag~, Jr.. Esquir~. 3350 Township Line Road. Drexd Hill. PA 19026. (610) 449-1030 own at the time of my death to my brother-in-law, JAMES FOLTZ, if he survives me by thirty (30) days. If JAMES FOLTZ shall fail to survive me by thirty (30) days, such bequest shall lapse and such property shall be added to my residuary estate passing hereunder. C. Residuarv Estate. I give all remaining property of all kinds, wherever situated, together with all insurance coverage thereon, belonging to me at the time of my death, equally to my sister, MARION FOLTZ, my niece, DEITRA CLUGH, my nephew, GARY FOLTZ, and my grandniece, TAMMY CLUGH, who survive me by (30) days, per stirpes. ARTICLE FOURTH. Younqer or Incapacitated Beneficiaries. A. Unless otherwise provided for herein, any income or principal payable to any beneficiary who has not attained twenty- one (21) years of age or to a beneficiary who has been adjudicated an incompetent or, who in the opinion of my Executor or Trustee is disabled by advanced age, illness (mental or physical), or other cause and unable to manage any principal or income passing hereunder, shall be held in trust by my Trustee subj ect to the provisions below. until the entire principal has been distributed , to the beneficiary from any trust, my Trustee is authorized, in his or her exclusive discretion, to expend from income or principal such sum or sums as may be necessary for the proper care, maintenance, and support of such younger or incapacitated beneficiary directly without the intervention of a guardian or committee; or my Trustee may pay the same to any person having care or control of said beneficiary or with whom the beneficiary I resides, without the duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom payment is so made. B. Any income and/or principal not so expended by my Trustee pursuant to Paragraph A above shall be retained by my , Trustee and paid to the beneficiary upon the terms indicated below I or the termination of the incapacity; or if he or she dies before ! the entire principal and income has been distributed or while still , incapacitated, as the case may be, to the issue of such beneficiary subject to the provisions of this ARTICLE FOURTH. In default of the above, I give the then remaining principal to in accordance with the provisions of ARTICLE THIRD hereof. C. Each beneficiary or his or her issue shall have the right to withdraw the entire balance of the principal of the trust r-ht. /Y[ E.M.M. - 2 - Richard E. Javage. Jr., Esquire. 3350 Township Line Road. Or.::xel Hill. PA 19026. (610) 449-1030 upon attaining the age of twenty-one (21) years. ARTICLE FIFTH. Spendthrift clause. All principal and income shall be free of debts, contracts, pledges, anticipations, assignments, alienation, or obligations of any beneficiary hereunder, and shall not be subject to levy, attachment, execution or other legal process. ARTICLE SIXTH. Manaaement Provisions. Any fiduciary acting hereunder shall, in addition to the powers given by law, have the following powers both as to principal and income: A. To retain, without liability, any investments at discretion, and to make such investments, in such proportions, without limitation to what are known as legal investments or regard to principles of diversification, as the appropriate fiduciary' shall, in his or her discretion, consider beneficial to my estate or to any trust established hereunder, as the case may be. B. To keep cash in bank uninvested if deemed advisable for the protection of income. C. To hold property in nominee or bearer form. D. To (1) participate in any merger or reorganization affecting securities held hereunder at any time; (2) deposit stocks under voting agreements; (3) exercise any option to subscribe for stocks, bonds or debentures; and (4) grant proxies, discretionary or otherwise, to vote shares of stock. E. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such periods as the appropriate fiduciary may deem advisable; and to pay the costs of appraising, insuring, storing, packing, shipping, and selling tangible personal property out of my estate as an administrative expense. F. To sell (and to grant such options for the sale of) any real or personal property at public or private sale for such prices and upon such terms, including the granting of a purchase money mortgage or purchase price (with or without SUbordination), as the appropriate fiduciary may think proper, without liability on the, purchasers to see to the application of the purchase money. G. To borrow money from any source without liability on the I I , I I c: J;( -nL E.M.M. ,I - 3 - Richard E. lavage, Jr.. Esquire. 3350 Township Line Road. Drexel Hill. PA 19026. (610) 449-1030 . , II II I, i I part of the lenders to see to the application thereof. I I, I' .1 , I I I I II It I i , H. To register securities and any other property held by the appropriate fiduciary in the name of a nominee or in bearer form. I. To compromise claims by or against my estate or any trust established hereunder, without order of Court or consent of any beneficiary. J. To make any distributions in kind, but only at market values prevailing at the time of distribution. K. To engage legal counsel, investment advisors, accountants and custodians and to pay the fees and costs of same from the principal hereunder. L. To carryon any business owned or controlled by me at my death or whatever time the appropriate fiduciary shall think proper, and the appropriate fiduciary shall have the power to do any and all things he or she deems necessary or appropriate, including the power to incorporate the business, the power to I borrow and to pledge assets contained in my estate as security for such borrowing, and the power to close out, litigate, or sell the business at such time and upon such terms as the appropriate fiduciary shall deem best. M. To execute and necessary or appropriate fiduciary's powers. deliver for the all instruments exercise of the of writing appropriate N. To purchase and carry insurance respecting any and all risks and liability exposures, and to acquire or hold insurance to insure or relieve my fiduciaries from personal liabilities for carrying out their duties and responsibilities as fiduciaries ' hereunder, except for gross negligence. I 1'1' o. To borrow money from any fiduciary or from any other I person or corporation, to pledge or mortgage any property as II security I and to lend money to any beneficiary, business, or other entity in which an interest is held hereunder, or to act as surety I or guarantor of any obligations or debts of such beneficiary I :I business, or entity upon such terms and conditions as my fiduciary :! may deem appropriate, with or without security I or interest, or provision for amortization. ! I II I i I I )1 P. To execute and file any and all tax returns, protests, CJ~e~( - 4 - Richard E. lavage, Jr., Esqllire. 3350 Township Line: Road. Drexel Hill, PA 19026. (610) 449-1030 and claims for refund of taxes, to appear on their own behalf or through counsel in all matters arising out of, or pertaining in any way whatsoever to, liability under the revenue laws of the United states or any state or subdivision thereof, for any taxes, or refund or adjustment of the same, and to examine and obtain copies of any and all returns, schedules, lists, statements, and other papers filed by me or on my behalf in any governmental agency, bureau, or department, and to receive from any governmental agency, bureau, or department or any of the officers or agents thereof, any and all communications, including any warrants for money due, and to communicate with any governmental agency, bureau or department or any of the officers or agents thereof, and to make applications for any rulings, execute all waivers and agreements respecting tax def iciencies, assessments, or closing agreements in connection with any tax matters before the Internal Revenue Service or any other federal, state, or local agency, bureau, or department. ARTICLE SEVENTH. Tax Elections. If an election to do so is provided by law, I direct my Executor to claim any expenses of administration of my estate as income tax deductions upon an income tax return or returns whenever and to the extent that in his or her sole judgment such action will achieve an overall reduction in the income taxes and inheritance, estate and succession taxes for the benefit of my estate and the beneficiaries thereof. I further direct that no compensating adjustments as between income and principal accounts shall be required or made as a result of such actions. ARTICLE EIGHTH. Executors. I nominate, constitute and appoint my sister, MARION FOLTZ, as Executor of my Last will and Testament. If my sister, MARION FOLTZ, shall be unwilling or unable to serve as Executor, I nominate, constitute and appoint, my niece, DEITRA CLUGH, as Successor Executor. ARTICLE NINTH. Trustee. I nominate, constitute and appoint my sister, MARION FOLTZ, as Trustee of any trusts which may come into existence under this my Last and Testament. If my sister, MARION FOLTZ, shall be unwilling or unable to serve as Trustee, I nominate, constitute and appoint my niece, DEITRA CLUGH, as Successor Trustee. ARTICLE TENTH. Postinq of Securitv. I direct that any fiduciary acting hereunder shall not be required to enter bond or any other security in any court or jurisdiction in which said z: /11 /17 E.M.M. - 5 - Richard E. Javage. Jr., Esquire. 3350 Township Line Road. Drexd Hill, PA 19026. (610) 449~1030 fiduciary may be called upon to act. I i , I I I I I i I IN WITNESS WHEREOF, I, the said EVA M. MILLER, have to this my 'I Last will and Testament, which consists of six (6) typed pages, to e acl1 of which ft'ha,ye affixed my initials, set my hand and seal this I' I,-ft day of _ffi~ ,1995. - I ! r~ -7i-_hC })( ~~~ ! EVA M. MILLER ARTICLE ELEVENTH. Definitions. The terms "Executor" and "Trustee" or any other pronoun used to indicate the Executor, Trustee, any other fiduciary or any child shall be deemed to apply to one or more than one person and/or corporation and to the masculine, feminine and/or neuter gender, as the case may be. (Seal) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix, EVA M. MILLER, as and for her Last will and Testament, in the presence of us, who, in her presence, at her request, and in the presence of each other have hereunto subscribed our names as witnesses. //~:i/'//--'/~) /') ",/-.- ", '''-, ,! /{ Witness: '7."'/' < ( "';" '~-s~gnature /. 335D -;:~c~_< 4f~#~ /54 /y,J.c Ad ress~ / Witness: ~;;at";;r~ ~",-~<>-~ ~ ::;:dd~~,,;~-=l~ J. ~')~"':..~f' C) ~'.)P>-. \ "\ a lo'i ...,,\\~ z: hi )/L E.M.M. - 6 - Richard E. lavage. Jr., Esquire. 3350 Township Line Road. Drexel Hill, PA 19026. (610) 449-1030 COMMONWEALTH OF PENNSYLVANIA COUNTY OF j)~CQ) ss: We, EVA M. MILLER, J?,cha.^&... E. ::];Jyaje Jr.. , and R;u'bar.7 f(erer- , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last will and Testament and that she signed it willingly, and that she executed it as her free and voluntary act for the purposes expressed therein, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and to the best of each such witness's knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~-Z-G- EV~. ~f[~ ~ .- N /).-;-(7 J ~1- ) ~/~in)~~--7--- ,/(/ ',:,--/ ~c~\"CU'-~ -~~ witness Subscribed, sworn MILLER, the Testatrix, f?/cA"....d E 0:? I/rt de: ;Jr.. witnesses, this~ {A(1 to and acknowledged before me by EVA M. and subscribed and sworn to before me by and 8.1rj,~t'::? AtfPY' , the day of '!Zlj .:.J, 1995. ~' c2~ ' . I'.t/ih/f.l/ ./ k) . ~j No Publ~c / Notarial Seal Barbara Ann Sinkinson, Notary Public Upper Darby Twp.. Delaware County My Commission Expires Jan. 30, 1999 Mernllor. p~_ et NotaIies COMMONWEALTH OF PENNSYLVANIA . ~ DEPARTMENT Of REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAVAGE RICHARD E JR ESQ 3350 TOWNSHIP LINE ROAD DREXEL HILL, PA 19026 ___u___ loId ESTATE INFORMATION: SSN: 092-16-5889 FILE NUMBER: 2102-0980 DECEDENT NAME: MILLER EVA M DATE OF PAYMENT: 01/09/2003 POSTMARK DATE: 01/07/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/13/2002 NO. CD 002029 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $59,500.00 I I I I I I I I TOTAL AMOUNT PAID: $59,500.00 REMARKS: MARIAN FOLTZ C/O RICHARD E JAVAGE JR ESQ CHECK# 101 SEAL INITIALS: VZ RECEIVED BY: TAXPAYER DONNA M. OTTO DEPUTY REGISTER OF WILLS EQUITABLE Richard E. Javage, Jr. Attorney at Law 3350 Township Line Road Drexel Hill, PA 19026 June 5, 2003 Re: Eva M. Miller, Dec'd Social Security #092-16-5889 Date of Death: October 13,2002 Policy #92504113 Date of Issue: May 16, 1994 Contract #424194 To Whom It May Concern: We have prepared this letter in triplicate pursuant to your request for Federal Estate Tax information in connection with the above numbered contract, since Form 712 is not readily adaptable. Policy #92504113 on the life of Eva M. Miller was surrendered for its cash surrender value and the insured elected to apply the proceeds in the amount of $52,566.62 to purchase a 16 Year Certain Life Annuity. Supplementary Contract #424194 was issued to evidence this settlement. The contract has a register date of May 16,1994 and provided for monthly payments of $355.70 commencing on the same date for the lifetime of the decedent. A further provision in the contract guaranteed that if the annuitant's death occurred prior to receiving payment for 16 full years, the remaining installments to equal the guaranteed period would be paid to the designated heneficiary as they became due. The decedent had the right to designate a nominee and no right to surrender the contract and to receive the surrender value thereof. By reason of the death of the annuitant on October 13, 2002, the remaining installments to complete the contract guarantee are being continued to Marian E. Foltz. For Federal Estate Tax purposes, the value of the remaining installments calculated at the rate of 3.50 % as of the decedent's date of death is $28,522.75. In the event that you have any questions regarding this letter, please call our Toll Free Number 1- 800-245-1230 and ask for Ruth Ferchland. Sincerely, ~Zqu::~ Manager Annuity Benefits Division Equitable life Assurance Society of the United States 200 Plaza Drive Secaucus, NJ 07094 .1 aJ.J.VV: J..'-'CCU J.....:.~I.aI.'C - ~'J.llU aJ.J. ~O~lJ.1. raM~ .1 VL .k YAHOO!Real Estate tcii .:': HomeGc Yahoo! Real Estate Home> ComDarable Home Sales> Results Comparable Home Sales Planning to sell your home in the next 12 months? Contact a local, licensed, and HomeGain-Certified REAL TORCl> featured here to help you determine the right price of your home. tal Get Your Home's Value Now! Search Results for: 1513 W END, PHILADELPHIA, PA 19151 See Nearbv Sales Property Address Sort by: iii Proximity Sales Price Sales Date Bedrooms Sauare Feet YearB. 1511 WEND 0.00 63,000 0712012000 N1A N1A N1A 1509 WEND 0.00 61,000 0611412000 N1A N/A N/A 1529 WEND 0.01 60,000 0910512000 N1A N1A N1A -~ - - ---- -..-- , . . "......, ... ,,~v,,:._- _-r! 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OJ OJ OJ liilf,ro " " " UlC-O '~ '~ ::J JRD/June30, I992/17858 In Re: Estate of Eva M Miller ' ORPHANS' COURT DIVISION Late of Southampton Township ' COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY Estate No.: 21-02-0980 ' PENNSYLVANIA NO. 21-02-0980 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Marian Foltz Counsel for Personal Representative: Richard Javage Jr Date of Decedent's Death: 10/13/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/08/04 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will gut om at ic ally be cancell e~~~ ~eorgt~ E~t~ff~, ~. ~'q ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Eva M. Miller Date of Death: 10/13/2002 Will No. Admin No. 21-02-0980 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 Orphan's 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 the Orphan's Court and may be attar004 Signature Richard E. Javage 3350 Township Line Road Drexel Hill,PA 19026 610/449-1030 Capacity: Personal Representative * Counsel for personal representative \ \ \ I 'I 1(, I, I II;;";I.,'J " I : ! ! J I (' " i Ii; ". "~I " , \ ~ ;. Rt: \ . \ \ C\u~~2' ';' '-), -, ... w / <1l ... '5 0""<:1 '" <tl ~ol.O .~C'l "::<1l0 . I:: 0\ ~~..... ~ .9<< <tl"<::P-< ....., <1> . 1::;::: .a ~.~ o::r:: ]E-<v ..<::0 x <.) It) <1l ~~Ci r j i 2: :33 - - '. ~ - - - ::::: - - == '"' - - - - - - :::, - - - -: "'0 H<1>" 0:::::>- :::>0 0:<: t.;E-! 0::< 0- ::J H "'<1>OZ <ZC;< < > tr.l::I:;::'-'....:l ....;~H~ .-J~Ztr.l HO==>Z ~ oz "'u'" 1><:<: p.. OHO Z . 0::1><<'" ~O...:l...:l H 0::<1> "'~"'H t-qJG P=I H ""'~O:: "''''-< ~uuu ..... <:1 P) (f) '. C':i .... () 1'- ..... LAW OFFICES OF RICHARD E. JA V AGE, JR. tt' ArrORNEY AT LAW 3350 TOWNSHIP LINE ROAD DREXELHILL,PA 19026 (610)449-1030 FACSIMILE (610) 789-4927 RESPDNDTO: DREXELHILL,PA June 8, 2005 Register of Wills and Clerk of the Orphans' Court Cumberland County Courthouse Carlisle, Pennsylvania 17013 Re: Estate of Eva M. Miller, deceased File No. 21-02-0980/2005-03 Date of Death: 10/13/2002 Dear SirlMadam: 8-10 N. MAPLE AVENUE MARLTON, NJ 08053 (856) 751.{)664 OF COUNSEl-: ROBERT J. RADANOO. t ADMlTIEO PA& NJ OAoMlTTEDPA&CO . LL.M, IN TAXATION t CERTIFIED PuBLIC ACCOUNTANT o --..1 c~ ---1 r-,) c.) .. ~. Enclosed please find a check in the amount of $151.25 for the balance due relative to the above referenced estate per the enclosed notice. Please contact me with any questions. Very truly yours, //..---- ! \....- ' ItrCHARD REJ,Jr.;bas Enclosure ........,.. l / " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Harrisburg District Office; Lobby, Strawberry Square, Harrisburg, PA 11128-0101 I'; Phone: (717) 783-1405 FAX: (717) 783-4447 Web: www.revenue.s~~1>a.us 5=., ~,._, Cj '--~ -r;--, May 16, 2005 C) 1_-:' 1'1 r~,) (Please remit top portion with your payment) ESTATE OF: EVA M. MILLER DATE OF DEA1H: 10-13-2002 FILE NUMBER: 21 02-0980/2005-03 G) W ---_.----~---------------------------~~~------------------~------------------------------------------------------------------- Richard E. Javage, Jr., Esq. 3350 Township Line Road Drexel Hill, P A 19026 Dear Richard E. Javage, Jr., Esq. : ,.jp ^ V .r-' ;\J~ This is to advise you that the above estate is in a delinquent status. According to our records, as of this date the estate still is not settled. The Inheritance and Estate Tax Act, mandates the ming of a tax return and payment of all outstanding liabilities by a personal representative of the estate or a transferee within nine months of the decedent's death. The Department's records show that this estate remains open because: CURRENT TAX LIABILITY OF $ 151.25 INCLUDING INTEREST CALCULATEDTO 6-17-05 HAS NOT BEEN PAID. Accordingly, you are directed to me a return and pay all tax due including interest within thirty days from the date of this letter. Failure to comply with this directive may result in a citation filed by this Department with the Orphan's Court Division ofthe Court of Common Pleas of (COUNTY) to show cause for your failure to comply with the law. The law provides that any person who willfully fails to me a return required under the provision of this Act shall be personally liable for a penalty of twenty-five percent of the tax determined to be due or $1,000, whichever is less. This penalty is in addition to any other liabilities imposed by the Act. MAKE CHECKS PAYABLE TO: REGISTER OF WILLS. AGENT Sincerely, ~tth7llr"v- Al Forlizzi District Administrator Any questions regarding this estate, please CONTACT: TOM HOOPER (717) 783-1405 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAVAGE RICHARD E JR ESQ 3350 TOWNSHIP LINE ROAD DREXEL HILL, PA 19026 nn____ fold ESTATE INFORMATION: SSN: 092- 1 6-S889 FILE NUMBER: 2102-0980 DECEDENT NAME: MILLER EVA M DATE OF PAYMENT: 06/10/2005 POSTMARK DATE: 06/08/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/13/2002 NO. CD 005419 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $151.25 I I I I I I I I TOTAL AMOUNT PAID: $151.25 REMARKS: CHECK#1504 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z8D6Dl HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J:NHERJ:TANCE TAX STATEMENT OF ACCOUNT '* REY-16D7 EX AFP (03-05) RICHARD E JAVAGE JR ESQ 3350 TOWNSHIP LINE RD DREXEL HILL PA 19026 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-05-2005 MILLER 10-13-2002 21 02-0980 CUMBERLAND 101 Allount R..ltt.d EVA M 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, sub.it the upper portion of this for. with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ................................................................................................................ REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF MILLER EVA M FILE NO.21 02-0980 ACN 101 DATE 07-05-2005 THIS STATEKENT IS PROVIDED TO ADVISE OF TKE CURRENT STATUS OF TKE STATED ACN IN THE NAKED ESTATE. SHOWN BELOW IS A SUKKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYKENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTEO INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-13-2003 PRINCIPAL TAX DUE: 64,936.26 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-07-2003 CD002029 3,131.58 59,500.00 08-22-2003 CD002936 .00 1,000.00 08-22-2003 CD002937 .00 1,176.52 06-08-2005 CD005419 22.88- 151. 25 TOTAL TAX CREDIT 64,936.47 BALANCE OF TAX DUE .21CR INTEREST AND PEN. .00 IF PAID AFTER TKIS DATE, SEE REVERSE TOTAL DUE .21CR . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. 1