HomeMy WebLinkAbout07-03-13 �.�.�
� 15�56117,85
��\l��C(1/! EX{04-5i)(FI}
V JUV C7FFlCIALUSEONLY
PAbepaRmenlotRevenue CounlyCoEe Year FileNumlaer
Bureau of Indiuidual Taus
ao sox zaosot INHERIi'ANCE TAX RETURN 21 7,2 ],2 0 5
Harrisburg,PA 17'128-0sDt RESIpENT pECEDEiJT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Dea[h MMDDYYYV Date of BiAh MMODVYr!
1�312QZ2 12221912
Dece6enYs Lasi Mame Suifnc Decede�Ps First Name MI
i1ILLER NENRY W
{If Applicable) Enter Surviving Spouse's I�ormation Eielaw
Spouse's Last Name ' Suffix Spouse's First Name MI
Spouse's Soci�Securiry Number -
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - �Gis7�R o� waL�s
FI�L IN ApPROPRIATE 84XES BELOW � .
� t. Original Retum � 2. Supplemental Retum . � 3. Remainder Retum(Oate of Death
PnOr t0 12-73-82)
❑ d. i.imited Estate ❑ 4a. Future fnterest Compranise idate of ❑ 5. Federal Estate Taz Retum Required
tleath atter 12-12-82}
� 6. Decedent Died Testate � 7. Decedent Maintained a living Tnut � 8. Totai Number of Safe Deposit Bo�ms
(Rttach Gopy of Wli} (Attach Copy af Trusi.)
❑ B. Litigation Proceeds Reeeived ❑ 7 0.Spousaf Pnverty Credit(Date of Death ❑ 11. Election to Taac under Sec.9U3{A)
Between t2-31-91 aM i-1-9S} jAttact�Scheduie O}
CQRRESPtN26EMT- TF#i5 SECTIDN MUS7$E COMPCETEO.Atl f.ORRESPONDENCE AXD CONFlDENT�AL TAX IN ATIC�'7 SHGtl'EU BE DIR�QTEb TO:
Name Daytime�et Aephaie Num�' m trt
IINDA J- LUNDBERG, VP 717��7�22� 4' °
�„ ,�
�
� � � �us 4rarn
� �a
z �' ;c o �
First Line of Address � r' �'> � � ��
. n �, _„� � . °�
�r�c sAxx , r�.a. ° � � ;- �;
Second Line ot Address A � O � �
—.�
P 0 BOX 3�8
Cify or Posf O�ce Sta�e ZIP Code �'�FlLED
CA[1P NIL� PA 1?[31103f78
correspondem':e.manaddrass: LINBA-LUNDBERGa�PNC•COM
���een`Aaitl�a aq(�y(7�j(! Ir�t I��etnped 'u red m.i d�y,d�qp accanpanYing schedukc and stutemmla,antl to the bast d my knaMeCge and bdk/.
L�dl�t {�I�wrf$A A��P�����based on en inlormation of whicA prepemr�as any knaNatlpe.
SI�PWW1l�2E SPoNSI OR FI k-7Ut2N DRTE
1 \
ADDRESS R CJ rb ���
o c� ��- R \— �3
s�n-ruR�oF�rzErnrx�a�tri�rt�rv fteaRES�rram� or,re
ADDRESS
t'LFASE U$E ORIGINAL FORM ONLY
Side 1
�„�,,, 15�5611185 oMaeaa.00n 15056117�85 � ��y
Estate of HENRY W. MILLER
203-10-0961
Executors (Page 1)
Name LINDA J LUNDBERG,VP
PNC $ A N K , N.A.
Address 9242 CARLISLE PIKE
PO BOX 308
CAMP HILL, PA 17011-0308
Tax ZD 22-1146430
J 1505611285
REV-1500 p((FI)
Decetlent's Social Security Number
�«edenrsNam MTI I FR
NFNRV �
RECAPITULAT1pN
i. Real Estate(SChedule iU . . . . . . . . . . . . . . . . . . . . . . . . . . . . t.
0 •0�
2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2.
1,590,353. 00
3. Closely Held Corporation,Partnership or Sole-Proprietorship(SChedule C), , , . , 3
� •0�
4. Mortgages anE Notes Receivdble(Schedule D) , . 4
0• 0�
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) ,
. . . . s. 22,9�1.00
6. Jointly Owned Property(Schedule F) �� Separate Billing Requested , , .
7. Inter-Vivos Transfers&MiscEllaneous Non-Probate Property
� 6 o.oa
(Schedule G) ' � � Separete Billing Requested . . . . 7. a. �Q
8. ToWI Gross Assefs(total Lines 1 through 7) , , , , , , . .
a 1,613,234 . 00
9. Funeral E�enses and Administra6ve Casts(Schetlule H). . . . . . . . . . . . . g,
70,801 .OD
10. Debts of Decetlent, Mortgage Liabilities,and Liens(Schedule I) , , , , _ . 2��572-�0
10.
11. Tofal Deductions(total Lines 9 arW 10). , , , . . ��
91,373. �0
12. Nat Value of EstaLe(Li�e 8 minus Line 11) , . �Z
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 1�521,881 .00
an election to tax has not heen made(Schedule J), , , , . �3
1,151,881•00
14. Net Value Sub)ect W Tax(Line 12 minus Line 13) _
. . . . . . . . . . . . . . 14 370,000.oa
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE Rp'fEg
15. Amount of Line 14 ta�mble
at the spousal tax rate,or
trensfers un r Sec.g116
cax,.2>X.o� o. 00 o. 00
16. Amount of Line 14t��ble 15'
at lineal rate X.0 4 S 0•0 0
17. Amount of Line 14 ta�We 16� 0•�0
at sibling rate X.12 2�0�000-00
18. Amount of Line 14 taxable ��� 2 4,000-00
atcollateralrateX.15 170,�00• �� 18. 2S,S��•��
79. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 4�I,500.0�
20. FILL IN THE BOX IF YOU ARE REWESTING A REFUND OF AN OVERPAYMENT �
' Side 2
L 1505611285 1505611285 J
OM4848 3.000
REV-1500 EX(FI) Pape 3 File Numbe�
DecedeM's Com ete Address: 21 12 12 0 5
6ECECIQJP5 NAME �
STREET ADDftESS
CI'fl' STAiE ZJp
P
Tau Fayments and Credits:
1. Ta�c Due(Page 2,line 19) {a> 4 9,5D 0-[I Q
2. CretlitsiPayment5
A. Prior Paymente 4 7��2'S•��
s.n�swunt 2,475.00
Tar�cre�ts�a�a} �z> R4,S�C]•C3i]
3. interest
(3) �•Q❑
4. If Line 2 is greater than Line 7+Line 3,enter the diffEVencp.This is Me OYERpAYMENT.
Filt ia box on Page 2,line 20 to nquest a refund. (4} ❑-0❑
5, if Line 1 +Line 3 is greater than Line 2,enter Me d�Herence.This is the TAX DUE (5) � • �d
Make check payable to: REGISTER O�'WILLS, AGENT.
PEEASE ANSWER'iliE FOEl.OWiNG QUESTIONS BY PLACING AN"X"IN THE APPROPRWTE BLOCKS
1. Qkd decedent make a Vaisfa�d: Yes No
e. retain the use pr incame of the prtqerty hansterred . . . . . . . . . . . . . . . . . . . . . . . . � �
b. retain the right to da5i8�te who shafl use tha propetty transPerretl a$S income . . . . . . . . .
a. retain a reversianary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. rcrsive the promise for life of either paymenis,beneflts or care? . . . „ . . „ . . . . . . . . . . . ❑ �
2. If deaSh occurred after Dec.12,1982,did decectent trat�sfer Fxapeefy wdhin are y�r cA d�th
without receiving adequate considere�tionl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
3. 6iG tlecederit own a�°!n trust ftz"or peyaWe-upon-death 6aMC acc�uM ar securtty at his or her tleaih? . ❑
4. Did decede�t own an individual retirement account,annuity,or other non•probate property,which
crmtains a beneficiary designatlai? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
� IF THE ANSWER 70 ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMpLETE SCHEDULE G AND FII.E IT AS pART OF THE RETURN.
For dates of death on or after.luly 1, 1994,and 6efae Jan. 7,1995,the tax rate imposed on the net value of transfers ta or for ihe use vf the surviving spouse
is 3 percent[72 P.S.§8�16(aj i��i)i�)1�
�a Gates of death on a after 3an. i. 1995, the tax rate imposed on the net vskie of tr�sfers to or for the use ot the surviNng spouse is 0 percent
[72 P.S.§9116 (a)(7.1)(ii)].The statuM does not exempt a trensfer to e surviving spouse from taX antl the statuto7 requirements for discbsure of assefs and
filing a tarz retum are sdli appikabie even if the surviving spause�the oniy Eenefici�y.
For detes of death on or after July 1,2�QD:
� The talc rete imposetl on the net vaiue of transfers from a tl0ceased child 21 years af age or younger at death to or for the uae of a natural psrent, an
adoptiw parent or a a[epparent of the Child is 0 pefcent[72 P.S.§97 t6{a){t 21j. �
• The ta�c rate imposed on the net value of transfers to or for the use of the decedenYs Iin�l benefiGaries is 4.5 parcent ezcept as nbted in[72 P.S.§9116(a)(1)].
• The tarz rate imposed on the net vaWe of transfas to or fa the use of[he decedenfs eibiings is i2 percent(72 P.S.§9S 16(a)(1.3)�. A sibling is defined,
under Sectfon 9102,ts an Individual who has at least one parent ip wmmon with the deCedenG whether by blootl w adaption.
oMaa7r 3.aW
REV-15NEf(f(698)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS 8� BONDS
INHFRRANCE TAX RETURN
f�51DENi DECFAENT
ESTATE OF
FILE NUMBER
HENRY W. MILLER �
21 12 1205
All property jointlyowned wlth right of surv"rvorship must be disclosed on Scheduk F.
ffEM
NUMBER OESCRIPiION VALUE AT DATE
1. STOCKS� BONDS AND M[JTfJpy FOZ7pS HELD AT PNC BANK OFOEATH
ACCT. # 27-27-004-8494146
SCF�DULE ATTACHED
Dividend accrued on 10/31/2012 1,483,818
2 � �() pp� 515
�.-3`AVSNGS BONDS SERIES EE HELD IN SAF'E DEPOSIT BOX
AT PNC BANK� MESSIAH VILLA('E OFFICE, BOX #6-SCHEDULE �
ATSACHED
106,020
70TAL (Also enter on line 2,Reppilulatio�) $ 1,590,353
3Wd898 1.000 (If more space is neetled,insert addi[ional sheets of the same size)
REV.150B EXa(114a)
pennsylvania SCHEDULE E
DEPr1RTAEN�OF REVENUE CASH B
INFIERITANCETAXREl11RN , ANK DEPOSITS, & MISC.
�10Q��D�+T PERSONAL PROPERTY
ESTATE OF:
HENRq W M2T,T.£g FILE NUI�ER:
InUudetheproceeOsdlitigation¢�dMed�ethep�s���pyY{he�� 21121205
All ro 'oinG owned wkh ht of survivorshf must he discbsed on Schetlule F.
fTEM
NUMBER VALUE AT DATE
�FSCRIP'T10N OF DEATH
1� PNC BANK CHECKING ACCOUNT
ACCT. #5070098851
Interest accrued to 10/31/2012 16,850
0
2 PNC BF�2IIC SAVINGS ACCOUNT
ACCT. #5030073625
Interest accrued to 10/31/2012 5,089
0
3 GROSS PROCEEDS ERpM AUCTION OF CHAIR, TV AND DRESSER 320
4 CA.4H F'C1>UND AMONG DECEDENT'S POSSESSIONS
49
5 QUANTUM IMAGING - REFUND RECEIVED
9
6 CObA1pNWEAI,TH OF PENNSYLVANIA - 2012 PERSONAL INCOME TAX
REFOND RECEIVED
584
70T/LL Also enter on line 5,Reca 'ulation : 22,901
owqspo z.000 If moro space is nmEeO,uce atld'Rional sheela o/paper�(y�e same stre.
. _ . _ . ._. _ . _ . . . _ . . . . . . __
REK1511 FXr(�6U8J
pennsylvania SCHEDULE H
�PMTM1EN�OF REVENUE FUNERAL EXpENSES AND
NHWTANCETA%REfLRN ADMINISTRATIVE COSTS
RESOEHf OE(',EDENT
ESTATE OF
�iENRY W MS .TFR FILENUMBER
i �� i�ns
Decedent's debts must be reported on Scheduk I.
fTEM
NUMBER DESCRIPTION
AMOUNT
A. hUNERAL EXPENSES:
�, None
B. ADMINISTRATNE COSTS:
1. Personal Represenhative Commissions:
46,765
Name(s)of Personal Represenfafive(s)
StreetAdtlress �
��h State 7�p
Year(s)Commission Paid:
Z. Attomey Fees:
22,652
3. Family 6remption:(If decedenYs atldress is not the same as GaimanYs,attach e�lanadm.)
qaimant
Street Address
City State Z1P
Relationship of Claimant M Decedent
4. Probale Fces:
5. Accountant Fces:
6. Ta�cReWmPreparerFees�
7.
1 CHARLES SHIELDS III, ATTORNEY AT LAW — REIMBURSE
PROHATE COSTS
1,074
Total from continuation achedulea .
� ' ' ' ' ' ' ' 310
TOTAL qlso enter on Line 9,R 'ulation) $ 70 801
sw+anc z.000 If more space is needed,use adAitional sheets of paper o{ry�e seme size.
Estate of: HENRy W, ZQT.T.1'.R
21 12 1205
Schedule H Part 7 (Page 2)
2 CHARLES SHIELDS III, ATTORNEY AT LAW - ggg�g�SE
LEGP+L ADVERTISING COSTS
211
3 AUCTION CObAtISSION EOR THE SALE OF PERSONAL pROPERTY
99
Total (Carry forward to main schedule) 310
_ _
REV4512 EX s(12-0�
pennsylvania SCHEDULE I
�FPMTI.FN�OFREVENUE DEBTS OF DECEDENT,
�ce��T,uRN MORTGAGE LIABILITIES 8 LIENS
ESTATE OF
FILE NUMBER
HENRY W. MILLER
21 12 1205
Report debts incurred by the de�edent prior to death that remained unpatd at the date of death,including unreimbursed medical expenses.
ITEM
NUMBER DESCRIP710N VALUEAT DATE
�_ OF DEATH
MESSIAFI VILLAGE RETIREMENT HOME
18,688
2 PNC HANIC cOMP
1,318
3 ALERT PHARMACY — FINAI, HILLING
69
4 PA DEPARTMENT pg gg�t7pg _ 4SH QTR EST. INCOME TAX
PAYMENT
455
5 VERIZON — FINAL BILLING
42
TOiAL qlso enter on Line.10,Reca itulaf'an S 20 572
ewasnH 1.oaa If more space is needetl,insert atldflionai sheets of the same size.
REV-7513 EX+(0740)
pennsy�vania SCHEDULE J
DFPMiM@lfOF REVENUE BENEFICIARIES
INHERRANCETAX REIURN
RESIDENT DECEDEM '
ESTATE OF:
HENRY W. MILLER FlLENUhffiER:
21 12 1205
RELHT1pN5HlP TO DECEDENT q�qp�JNT OR SHARE
NUMBER NAME AND ADDRES3 pF pERgpN(S)RECEMNG PROPERTY Do Not List Trustce(s) pF ESTATE
� TAXAg�E DISTRIBUTIONS[InUUde wtripht spouse�Eistributians antl trens(ers untlx �
Sec.9118(a)(1.2).]
i. CAROLYN J. KEITER
1163 HICKORY ROAD
DALMATIA, PA 17017
General Bequests: 60,000 Sister-in-law
60,000
2 PATRICIA S. SCHWALM
10131 SR 147
SUNBURY, PA 17801 �
General Bequesta: 10�000 Niece
10,000
3 VERNA K. SNYDER
4305 ROSEDALE AVE.
BETHESDA, IID 20814
General Bequests: 50,000 Sister-in-law
50,000
EN1ER DOLLAR AMpJ�.Jrs FOR DIS'iRIBU110N5 SFpWN AgpVE pN LInES 15 iHROUC>H 18 OF REV-1500 COVER SHEEf,AS APPROPRIATE.
II NON-TN(ABIF DIS7RIBUTIONS
A SPOUSAL p�SiFiIBUiIONS UNOER SECTION 9713 FOR WHICH AN ELEC710N TO TAX IS NOT TAKEN:
i.
B.CH4RRABLE AN�GOVERNMENTA�DISTRIBU110N5:
�� See Attached
1
TO7AL OF pp{tT II•ENTER TOTAL NOM-TAXABLE D�STRIBUT70NS ON LINE 13 OF REV-1500 COVER SHEEf. S 1 151 881
9W46AI 2.000 If more space is needed,use atlditlonaf sheNS of psper o{}he same size.
Estate of: HENRy W, I�TiT.T.FR
21 12 1205
Schedule J Part 1 (Page 2)
ItE$
No. Description
Relation Amount
4 SHIRLEY SCHREFFLER
2107 SCHWABEN CREEK ROAD
REHUCK, PA 17667 .
General Bequests: 50,000 Sister-in-law
50,000
5 KATHRYN M. HEROLD
300 VALLEY ROAD
MERION STATION, PA 19066 �
General Hequests: 50,000 Sister
50,000
6 JANET R. MUCHER
116 THOflAS DRIVE
WERNERSVILLE, pA 19565
General Bequests: 50,000 Sister
50,000
7 MAE M. PHALEN
G65 S. PARKVIEW AVE. , ppT. 28
BIXLEY, OH 43209-1601
General Bequests: 50,000 Sister
50,000
� 8 CHARLES LEE MILLEg
ANCHORAGE PIONEERS HOME
923 W. 11TH AVENUE
ANCHORAGE, AIC 99501
General Bequests: 50,000 g=o�e=
50,000
Estate o£: EiED7gY W. hIIr.r.rR
21 12 1205
Schedule J Part 2B (Page 1)
Item
No. Description
Amount
1 ST. JAMES LUTHERAN CHURCH
E'EIN #23-2968755
153 MAIN ROAD
PITTMAN, PA 17964
6� OF RESIDUE gEFpgg OTHER SPECIFIC BEQUESTS 91,313
91,313
2 �MERICAN gED CgOSS
F'EIN #53-0196605
2025 E STREET NW
WASHINGTON, DC 20006
All of Residue: 1,060,568
1,060,568
-
. ... _ . . ... . . ... . _. _
LAST WILL AND TESTAMElYT dF HENRY'4Y.MILLER .
I,HENBY W.MII,LER,a childless and unremarried widowtr,currentty of 218 Messiah
Circle,Messiah Viilage,Meohsnicsburg,Cumbcrland County,Pennsylvania, 1'1p55 being of
sound and disposing mind,memory and understac�ding,do make,publish and decJare this my Lsst
Will and Testament,hereby revaking and making vaid any and atl priox Wills and Codicifs by me
at any time haetofore made.
1.
1 direct che payment of all my just debts as soon after my decease as the same can � x
canveqientty be done.
2. �.
I direct ihat all estate,inheritzmce and succession tsxas which may be assessed as a
consequence of my death,of whatsoever nature and by whatever jurisdiciion imposed,be paid
out af the principa2 of my estate bef�re the calculation and divis�on of my then remau5rig:
assets aznong[he beneficiaries named hereinbelow„ '`(<�,'..
_.',. ,,,' .. ..}�. .#'�{�
FOR PUT2POSES OF CLARIFICATIOIV': I have mede Uils direction sa that the '+�
individual legatees named hereinbelow shall receive the face aznounts oftheir legacies in full -
and shatl not have any death taxes deducted there&am.
3.
I give and bequeath any cloih'sng]own at tho time of my death tp ivlessiah Vitlage.
� 4.
AII the rest,residue and remainder of my tstnte,real,personal,and mixed,whauoever
end wheresoever situate,aftes{he payment of death taxes,fees,commissions,debts,axpenses
of administration,and zhe tikc shali be divided and distrihuted as foIlows:
A} Six{6°l0}percent thereaf shaR be paid over to ST.JAMES LUT1iEFtAN
CHUItCH,OF PI'T'MAN,PEPiPTSY1,VAN1A,far the local use by Ne Church as it deems
best. 1"his bequest is to be designated as"IN MEMqRY OF ALMA P.(SIVYDEI2}
MILLER."
B} In licu of lifatirne compcusation far duties perFormed ss my Attomay-in-Fact,I
give and bequeash llre sum of ten tLousand and No/1pOths($]O,p00.00)dollars to
CAROLYN KEITER. In the event she fails[o survive me,than her baqaes[shall lapse and
become part of thc ultimaxe residue hereinbetow.
�
C) 3n]ieu af lifatirne compensarion far dutses puftrrmed aa rny Attomey-in-Fact,I
give and bequeath the sum of ten thousand and Na/100ths($1 D,000.00)dollazs to PA7'It1CIA
SCHWALM. In the event she fails to survive me,then her beqnest sha31 Iapse and become
pan of the ultimate residue hereinbetow.
D} I give and bequeath the fallowing specific tegacies to iha fotlowsig narned �
individuals:
(i} Fifry thousand md No/100ths{$SO,OOp.00)dollazs to EDITH SC}TQRR.
(ii) Fifiy thousand and No/100tLs($SO,p00.00)dollars to VERNA SNYDER.
{iii} Fifly E}wus�td and Ncs11 Optlts{$50,060.00}do1]ars m SHTRLEY
SCHREFFL$R.
{iv} Fifty thousand and Noll00tiys{$54,060.OQ}dolIexs to CABOLYN 7CEITER.
{v) Fifly thousand and No/100ths($SO,Op0.00)dollers to KATtIRYN A.
HEROLD.
{vi} Fifty tlwusand and Nolt OOths{$SO,f}�.04}dolIars ta JANET R MUL,'I�R.
(vii) Fifty ihousand and No/100Uzs($50,000.00)dollars to MAE PHELAN.
(viSi) Fifiy ihousand and No11UQttis($54,pQ0.OQJ doflars to CHARLES LEE
MILLER.
Tn the evant any.of the above-named specifie legatees fails to sarvive me,then his oz
her share,as the case may be,shall lapse and become part of the Wtimate residue hereinbelow.
E} The ultimate rtsidue then icft after aU af tfie aforesaid payments and
distributions is to ba paid ovar ta the"AME1tiCAPT RED CROSS OF THE
SUSQUEHANNA YALLEY,"currently havittg an office Iacated st 430 West Orange$tr�€,
I Lancastor,Pennsylvania, 17604.
Ft?12 PURPOSES dF INFORMATIpPt Fpit AND INSTRUCT70N5 TO MI'
EXECUTOR: I have also named the said"RED CROSS"as a ben�ciary on my life
insu�rce policy wif.h Northwes[etn MuNa2. My Bxecufar is eccote3ingly auffiorize�{a take
all steps es to notification and$lling out and submitting forms as may be needed to have the
policy proceeds properly paid and deliverad
Additionally,I am heraby authorizing my Executor to consult with my afomaid
beneficiaries and to make dishibutions in kind or nt casl�,or othenuisc as it may regard�s
reasonabie and feasible under tlte circumstances, In tlse evrnt of any disegrcemerns as to the
best way to proceed herein,my Executor has fiill,absolute,unfettered total,and final
disere6ars to liquidate any and all assets and to eonvert them inta eash for distribu6on.
2
5.
1 nominata,constiuste and appoint PNC$ANK,NATIONAL ASS4CIATIQN,as
Execntar of this,my Last WSII and Testunent. My Corponte Eacecutor shall be compensated
as per its standazd fee schedu]a in effut when servioes are rendered. No fiduciary acting
hereunder shatl be requaed w post bond ax enter securiry in any jvrisdictian.
6.
A. owers. 3n addition to powers givcn ta it by law,my Exe�rtor acting hcreunder,
whether or not named herein,shall have the following discretionary powers applicable to all
property held by it,effxtive wittrout cow2 order and until actua]distcibution:
{.} To retain any property received by'st witbout regazd to any principle of
investment diversification.
2.} To invesz in ait fomLS ofproperry,without restriction to investments authocized
by law and without regazd to any principla of investment divers'rficetion.
3.} To campromisc ooniroversies.
4,} To buy,exchanga,or selt z�eal or gtxsonal prapeity publicly or privately,for
such pricas and on sach terms es it deem proper;m lcase for any term and to give options far
these pwposes without obligation to repudiate them in favor of a higher a£fer.
5,) To borrow money from any source and to mortgage or pledge estate assets as
security.
6.) To hoid investmeuts in Ure name of a nominee.
'7.) To employ and compensate as it deems appropriate,withont diminutioq of any
fidvciary's compensation hereunder,any Ixokecs,ad»sors,professional pessons and other
agrncs and,in its discretion,to detegate revocable investment and managernent discretion to
any such broker,advisor,professional persnn or agent.
$.) To make distribuAion in cas6 or iu kind or partiy in each at fair mazket values
an the date of distribt�tion
9.) To disclaim on my behalf any interest the Execrrtor deems advisable.
3
B.Goncerninv_Se7f-Ika3ine et a1. Na nile of]aw against self-deeling d'svided
ioyalty,ox conflici of interest sliall be applied to render any�transaction effected by tFae
fiduciaries void,vpidable,or otherwise subject to attack solely for vio2ation of such rufq nor
shall the fiduciaries iucur az�y liabiliYy,nar shatt any f duciary's commissions for acting
hereundcr be reduced,solely for violation of such rule. My transaction which involves self-
deating,di»ded loyalty,or conflict of interest by the fiduc'sarics shatl be}udge by ilze rutes af
law which would apply to the same transaction at arm's lengih between skrangers free of any
element of self-dealing,dividad loyalty,or conflict of intecest. Thus,by way of illusYration
and not of timitation,all fiduciaries are authorized,without giving any notice required by
stamte,to:
1.} Employ and campensate any fiduciary or any affiliate as bmker,agent,or
professional advisor for any puipose.
2 J Borrow from the commercia!departmrnt of any corporate fiduciary or any
affitiate at current interest rates.
3 J Buy,retain,and setl any debt or equity,security,issued or wsdervmtten by any
. corporate fiduciary or any affiliate and any debt secwity secured,suppoated,
and/or othenvise enhance by a letter�of credit issued by any corporete Sduciary
or any�liate.
0.J Bay,xetain,and sell any security of any investment company or tnrst regis[ered
vnder the Investment Company Act of 2440 to which any coipor�te fiduciary
or any�liate render services for cpntpensation.
� S.j Buy any properiy from or sell groperty to any beneficiary or fiduciery acti�g
hereunder or otherwise on qrm's length terms.
An"aRiliata"means any entiry which owns,directty or indirecdy,an interest in any
corpnrate fiduciazy,any entity in which any corporate fiducisry owns an interest,directly or
indirecily,and any en6ty in cammon contmt with any carporate fiduciary.
IN WITIYESS WHEREOF,I have h�eunto set my hand and see2 this 10J�vday of
� v'� ,A.D.20p$.
'�`^"X Y'Y' �jr.�i./ {SEAL)
HENR .MII.I.,ET�—
4
_ . �
Signed,sealed,published and declared by the above-nazned HENRY W.M71.LER,as
and for his Last Will and Testament,in the presence of us,who at his request and in his
presence,and in the presence of each other,have heremto subscribed our names as witnesses.
lt.�tJ
5
I,$FSVRY W.MII,i,ER,ttie tastator whose aame'ss signed to the attached or foregoing
insUVmant,having been duly qual�ed according to law,do hereby acknpwledge tha[I signed
and executed the instrument&s my Last Wiil;end thet I signed it willingly and as my free and
voluntary act for the purposes theresn expressed.
Swom to or affirmed and aclmowledged befaxe me by HENRY W,MII,1.ER,the
testatar,thu 1 fS{�i day af 11f o� A.D.204$.
�aa.n+oFr�r�sn.vnwn (,` _ � �
nxrwsw AR.NY�7 t���
a,.�«e��.narrr� AEN.RY .MI ER— t
6�ona�7wp..GmOrMM��tlr
epnnMrbn I012 ,
MrnEr.P . j�1���`"�'NY i....•�d��?��L.�-cZLt/J �
CHARLES E.SHI S,III "
Notary Public
We, ��n�iFCY �l1eKaNMa snd U�i'1l1�+ �t�'� the
wimesses whose names are signed to the attached or foregoing rnstrument,being du�y qvalified
according to law,dp depose anef say that wc were present and saw the testator sign and e:cecufe
the insttumeat as his I.sst VJi21•that the testator signed willingly and executed it as his&ee and
voSuniary aet for the purposes therein acpressed;tUat esch subscribing wilness in the hearing and
sig6t of the testator signed the Will as a wifiess;aad that to the best of our knowledge the
testator was a[that tirne 18 ar more yeazs of age,of sound mind and under no constxaint oT undve
inflnence.
Swom to or af'firmed ar�d subscribed w before me by
.Stnni��. nne�p.Nn. and ,�entirt� 1V1 r !�tY ,witnesses,dated this
!t!f�i day of_ �/s[ad�.i._ .A.D.2008.
! -��.�l�C�S� �(S�l}
� ��n �Mc�cMnn `
—y
. /00 qff.�iqr DP.
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Crias&�M.� fy
cann+�" �"'�D � ' C S E.S DS,ZI�
�•P Notary Public
6
C3o5 R�V(pll�')
LOCAL REGlSTRAR'S GER7IFICATI�N OF QEATH
WARNING: It is illegat ta duplicate this copy by photostat ar photograph.
�for this certificate, .�6.00 —� � This �5 to certit} that the �2�tarreaation heie Qiveai.is
� ,y�icA�'����RFNy, coir��Hy copied Piom an on�m.�t Certifi�at� of peath
. � � �����'�� �,_ duly f�led with ine as Loc.il Registr;�r The ori�,inal
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Nov. 21. 2Q12 12:53PM PNC Bank, No. 1683 P. 1/2 �
F
. . . �
��� ' i
� �+t�+riief- � � 1
�.
November 21, 2012
PNG Bank '
• Wealth Mgmt
Carol Kosclenslci
RE: Name-Henry W Milfer
SSN:203-10-096i '
DOD:10-31-2012.'
DearMs. Koscfensld:
In response to your request for Date of Death (000)balances far the customer noted above,our
` records show tfie follow'ing:
• ,
Cheddng Accoant .
Actount#5070098651 F�ta6lished:l2-30-1987
� HEMRY W MILLER
DOD ha{ance: $16,849.82+0.24.aocrued interest
Savings Account �
Account#5030073625 �stabilshed:12-30-1987
� � HENRY W MILLER -
DOD balance: $s,o88s4+o.27 accrued interest -
Safe Deposit 8oz '
The decedent malntafned sate deposit box t►6 � ' ,
WENRY W MILLER �
. located at: ' �
�
' 4
Messiah Village , I
939 Oak Oval
Mecf�anicsbur� PA �7U55
717�691-4D91
�
Page 1 nf 2
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�� Northwestern Mutual' �ife Insurance Annual Po(icy Statement
Policy Nurnber: 2Q78474
lnsured: Henry W Milier
Uirect Beneficiary:
IMPORTANT POLICY INFORMATION OPEN IMMEpIATELY American Red Cross CN The 5usquehanna Valley
�oiissa�ys�oss7a Owner: Nenry W Miiler
Henry W Miller PeY$t� Nenry W Mi(ier
222 Messiah Cir For Chan to Your Personal Information(Address
Mechanicsburg PA 17055 py�rner ge��ic�arv}or Service Questions
Gali: 1-800-388-8f23
Your Local Network Office
Ctient Relatians Genter
4439 N Frorrt Sf Ste 102
Harrisburg PA 77110
(717)257-4100
A!t information is as of May i8,2D12, and assames atl Aremiums are,naid to that date, Page 7 of 1
F4.�N��01!�f#AG���F�FFI'S,��;..<., N : ; ,
�__�. : _ .... .. . _ .:: <- � . >-
_: :...
Pollcy Number: 2079474 Pot3cy Date: Ma 18, i928
Pian: Retirement Plan Additional Benefits: No Optional Benefits Included
Total Death Benefit: $26,523.00
,�. � � ,
��rr�t;��.u��►�a�;`���ii� ;_ �_ ;; _
: ' �
Totai Cash Value: $2&,523.49 2012 divfdend: �,�p
QIV�tfC1l��.IS${�t4:
Paid by cheok,
Divfdand scale changes,loans and surrenders wi!!affect policy values. Ghanging dividend usage on this poticy may cause
total insuranes pra#sct�on fo be reduced. FuturB dividsnds;if at�y,will be determined based in part on the amount of future
coverage. Please co�tact your toeai Clieni RelaUOns Center or the Home Offfce for ftee poiicy illustrations showing the Impact
of such changes on cash values available for future incame or other needs.
t'�"'^l�-6b �.\—�," 'S�-""' �K�'� �-"�'�"�bC°
W�'�.� �s�.m�; ���,� C''�C-�t-�—�"i '� � ,
An Annual Policy Statement is sent ta the premium payer,if clifferent lhsin ihe owner,and the secandarY
�dressee,if arte has i�t deslgnated. For prtvacy protectrart,same i�iriduats may receive an Annual Porcy
3tatemeni titat does nat incturla benefiaiary informatfon. .
Before you act, you need to consider all aptions carefully and seek advice from e licensed Finanoial Representative,
attomey or other professional who Can explain al!availabte options and consequences.
REFER 74 THE BACK OF THIS STATEMENT FOFi AN EXPI.ANATION OF TERMS
Visk us at: www,northwestemmutual.com Date Prepargd;0427N2
For more in/ortnat/on;search keyword"dividend."
II
PNC ���� �� I
t�C�C1�IV�
�
JAN � 0 �p13 !
�P1VC
wEALTH R�ANAGETv1EN'P WfJI -CPA
PO Box 3p8
Camp HiII PA 17001-0308
Direct Dia{(777)730-2265
Toli Free 1-80d-762-�&3B
Emaii—iinda.lundberg�pnc.com
January z5, za13
Register of Wills
Cumberla»d Caunty
1 Caurt House Square
Garlisle PA 17013-3301
RE: Estafe of: Henty W. Mill�r
Date of Death: Qcfober 31, 2012
File#: 21-12-1�05
D�ar Register Of Wills:
Qn behatf o#ffte Corparate Trcrsfee of the above-referenc�d estafe, I enclase a check in
the amount of$47,p25.00 representing the prepayment on account of the Pennsylvania
Inharitance Tax.1"his payment wil4 provide the estate with a credit of$49,500.00 taking into
consideration ttte 5°lo discount of$2,�75.Q0.
.
Kindly acknowledge receipt of the enclosed by stamping and retuming the accompanying
copy of this lefter to me in the envelope provided. Please send us#he cusfomary r�ceipt
for the tax payment at your earliest convenience.
8incere(y,
o �
Linda J. l.undberg, CTFA � c, `-� � m
Esta#e Administrator °' � � � o
r^ r ra �' ci� �s
Vice President � A. ,- N .-� �,
� � � � � �
� L,}Uck ca � � � o �
. � � "'7 3 � �
EticlosuYSS ro � � P c>
rn
� � --�� � �
Mem�er of The PNC Financiat Servins Oroup
62L2 Cariistr Pike Czmp HiU Pennsyivania �37Uii-bt63
- � www.pnacom
, I
Q PNCBANK
ESTATE OF HENRY M MILLER DECEASED
(DIED 10/31/12)
LATE OF THE TOWNSHIP OF UPPER ALLEN
CUMBERLAND COUNTY PA
WILL NO 2012-01205
INVENTORY
COMMONWEALTH OF PENNSYLVANIA .
: SS
COUNTY OF CUMBERLAND .
LINDA J LUNDBERG VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, EXECUTOR OF
THE ESTATE OF HENRV W MILLER DECEASED NAVINti BEEN DULY AFFIRMED ACCORDING TO
LAM DID DEPOSE AND SAY THAT THE ITEMS APPEARIN6 IN THE FOLLOMIN6 INVENTORY ARE
PERSONAL ASSETS NHEREVER SITUATE AND ALL OF THE REAL ESTATE IN THE
COlkWNMEALTH OF PENNSYIVANIA OF SAID DECEDENT, TNAT 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 OMNED NO REAL ESTATE OUTSIDE THE
COMMONMEALTH OF PENNSYIVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE
END OF THIS INVENTORY
AFFIRMED AND SUBSCRIHEU HEFORE ME .
�/�
THIS O 20�
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HEHRY W MILLER 27-27-004-8494146
BONDS
10,000 PAR USA SAVINGS BONDS SERIES EE
DATED 04/O1/85 DUE 04/O1/15
a zoe.aeoo zo,aee.00
10,000 PAR USA SAVIN6S BONDS SERIES EE
DATED 03/O1/86 DUE 03/O1/16
a zoa.a000 za,aeo.00
10,000 PAR USA SAVINGS BONDS SERIES EE
DATED 12/O1/92 DUE 12/O1/22
a 136.8000 13,680.00
10,000 PAR USA SAVINOS BONDS SERIES EE
DATED 03/O1/93 DUE 03/O1/23
a 108.6400 10,864.00
10,000 PAR USA SAVINGS BONDS SERIES EE
DATED 09/O1/93 DUE 09/O1/23
a 106.4800 10,648.00
1D,000 PAR USA SAVIN65 BONDS SERIES EE
DATED 11/O1/94 DUE 11/O1/24
8 101.6800 10,168.00
30,000 PAR USA SAVIN65 BONDS SERIES EE
DATED 12/O1/02 DUE 12/O1/32
8 65.6400 19,692.00
COMMON STOCKS
1,143 SHS PNC FINANCIAL SERVICES GROUP INC
COMMON
3 57.9950 66,288.29
DIVIDEND PAYABLE 11/05/12 457.20
100 SHS VERIZON COMMUNICATIONS INC COMMON
e1 44.8250 4,482.50
DIVIDEND PAYAHLE 11/O1/12 51.50
FUNDS
2,560.788 UTS BLACKROCK INFLATION PROTECTED BD
PORTFOLIO INST CLASS FD
INST CLASS FD •360
a 12.3200 31,546.91
6,776.454 UTS BLACKROCK FUNDS PA MUNI BOND
FUND 419 INSTITUTIONAL CLASS
8 11.7800 79,826.63
19,668.532 UTS DODGE 8 COX INCOME FUND
8 13.9500 274,376.02
1,085 UTS ISHARES TR DON JONES SELECT DIVID
INDEX
8 57.8120 62,725.97
- 2 -
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Q PNCBANK
HENRY W MILLER 27-27-004-8494146
CONTINUED: FUNDS
1,000 UTS ISHARES BARCLAYS TR U S TIP
ETF
a 122.2907 122,290.65
331 UTS ISHARES TR S8P 500 INDEX FD ETF
a 141.9350 46,980.49
1,104.000 UTS ISHARES TR MSCI EAFE INDEX FD ETF
a 53.7100 59,295.84
19,414.516 UTS PIMCO FOS TOTAL RETURN BD FUND
INSTL CLASS FD R35
8 11.5900 225,014.24
11,922.504 UTS PRICE T ROWE HIGH YIELD FUND
INC FD t57
8 6.9000 82,265.28
5,508.142 UTS T ROWE PRICE SUMMIT MUNICIPAL
INTERMEDIATE FD �83
a 12.0000 66,097.70
14,559.478 UTS VAN6UARD BOND INDEX FUND INC
FUND R84
� 11.2125 163,248.15
4,586.408 UTS VANGUARD MUNICIPAL BOND FUND
INTER TERM PORTFOLIO FUND It42
� 14.4464 66,257.08
375 UTS VANGUARD MID CAP ETF
8 80.1218 30,045.66
1,167.000 UTS WISDOMTREE LARGE CAP DIVIDEND FD
ETF
8 54.0799 63,111.30
CASH
PNC BANK NATIONAL ASSOCIATION
ACaENT UNDER INVESTMENT MANABEMENT
AGREEMENT WITH HENRY M MILLER
DATED 8/26/OB
DATE OF DEATH BALANCE 39,963.41
INTEREST TO 10/31/12 6.35 39,969.76
PNC BANK NATIONAL ASSOCIATION
CHECKING ACCOUNT i5070098851
DATE OF DEATH BALANCE 16,849.82
INTEREST TO 10/31/12 0.24 16,850.06
PNC HANK NATIONAL ASSOCIATION
SAVIN�S ACCOUNT i5030773625
DATE OF DEATH BALANCE 5,088.54
INTEREST TO 10/31/12 0.27 5,088.81
- 3 -
TPBH01 I IOIO]I
Q PNCBANK
HENRY W MILLER 27-27-004-8494146
CONTINUED: CASH
GUANTUM IMA6IN6
RETURN OF OVERPAYMENT OF SERVICES 8.58
CASH FOUND IN DECEDENT`S WALLET 27.00
CASH FOUND IN DECEDENT'S ROOM 21.73
CORDIER AUCTIONS
PROCEEDS RE SALE OF PERSONAL ITEMS 320.00
ECO�AIRE RETIREMENT PLAN
PRUDENTIAL CONTRACT t004683
DEATH BENEFIT PAYMENT 2,000.00
PENNA DEPARTMENT OF REVENUE
REFUND 2012 INDIVIDUAL INCOME TAX 584.00
TOTAL INVENTORY 1,615,253.35
- 4 -
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� PNC
WEALTH MANAGEMENT
PO Box 308
Camp Hill PA 17001-0308
Direct Dial (717) 730-2265
Toll Free 1-800-762-0616 _-
Email—linda.lundberg@pnc.com ° w � m
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� G U� �
July 2, 2013 � n r ;;, n
nz � ca ;.^ o
VIA HAND DELIVERY ,r�.� n o � o �i
c� o - � - ``
Register of Wills �' � °' r �
Cumberland County a � � �" -�'r,
1 Court House Square
Carlisle, PA 17013-3301
RE: Estate of Henry W. Miller
Date of Death October 31, 2012
File No: 21-12-1205
Dear Register Of Wills:
On behalf of the Corporate Executor of the above-referenced Estate, enclosed are finro
original completed copies of the Pennsylvania lnheritance Tax Return and one original
copy of the Inventory. A$30.00 check is enclosed for the filing fees for the Tax Return and
Inventory. There is no additional Pennsylvania lnheritance Tax due.
Please time/date stamp the attached copies of the documents for our file.
Sincerely,
��
Linda J. Lundberg, CTFA
Vice President
Estate Administrator
Enclosures
Member of The PNC Financial5ervices Group
4242 Cartisle Pike Camp Hill Pennsylvania 17011
www.pnccom
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