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Home My WebLink About04-1187 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LE'I'rERS Estate of JOSEPH P. MILLER No. ~1 also known as JOSEPH PAUL MILLER Deceased Social Security No. 174-05-3618 Joseph J. Miller, residinq at 113 A Street, P.O. Box 74, Plainfield, PA 17081 and Linde K. Crum, residinq at 802 Lancelot Avenue, Mechanicsburq, PA 17055 , Petitioners, who are 18 years or older, apply for: (COMPLETE "A" OR "B" BELOW:) X A. Probate and Grant of Letters and avers that Petitioners are the Co-Executors named in the Last Will of the Decedent, dated April 12, 1996; and codicil(s) dated (None) State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A [] B. Grant of Letters of Administration ~:-~..~ c:~ m (c.t.a., d.b.n.c.t.a.: pendente lite; durante absendia; durante mino~l~ Petitioner(s) after a proper search has/have ascertained that Decedent left a Will dated ~') 0 and was survived by the following spouse (if any) and heirs: Name Relationship R~sidence Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 801 North Hanover Street, Apartment #308, Carlisle, PA 17013 Decedent, then 93 ..years of age, died on December 17, 2004 at Church of God Home, 801 North Hanover Street, Carlisle, PA 17013 (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property .............................. $ 30,000.00 (If not domiciled in PA) Personal property in Pennsylvan 0.00 (If not domiciled in PA) Personal property in County 0.00 Value of real estate in Pennsylvania .......................................... $ 0.00 Total ............................................................ $ 30,000.00 Real Estate situated as follows: None Wherefore, Petitioner respectfully requests the probate of the Last Will presented with the Petition and the grant of letters in the appropriate form to the undersigned: Signature I Typed or printed name and residence J~oo s~e~,~ ~)~/j~l ? Joseph J. Miller ph J. Miller ( - - 113 A Street, P.O. Box 74 Plainfield, PA 17081 Lin~ K. Crum 802 Lancelot Avenue Oath of Personal Representatives m o Commonwealth of Pennsylvania ~c-~ ~ ~ ~ County of Cumberland ~c :~: .~-~ ~ The Petitioner(s) above-named swear and affirm that the statements in the f~e-~oing ~ ~_ m Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affir~ec~_~3_td subscribed F~C ~////~ before me this /-5 '" day of /JosepH' J. Miller/ . .~. ~ December. 2004 , . ~~ DECREE OF REGISTER Estate of JOSEPH P. MILLER Deceased No. also known as JOSEPH PAUL MILLER Social Security No: 174-05-3618 Date of Death: 12/17/2004 AND NOW, , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that X Letters Testamentary [] of Administration (c.t.a., d.b.n.c.t.a., pendente lite, durante absentia, duranteminortate) are hereby granted to Joseph J. Miller and Linda K. Crum .in the above estate and that the instrument(s), if any, dated April 12, 1996 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. Letters ........................ $ Short Certificate(s) ...... $ Renunciation .............. $ Affidavit ( ) ................. $ Extra Pages ( ) .......... $ ?---'~' (}0 Attorney: Lowell R. Gates, EsQuire Codicil ......................... $ I.D. No: 46779 JCP Fee ...................... $ i 0- ~)[-) Address: Gates. Halbruner & Hatch, P.C. Inventory & Tax Forms $ 1013 Mumma Road, Suite 100 Other ........................... $ Lem0¥ne, PA 17043 Telephone:(717 731-9600 TOTAL ............. $ i I~,'00 DATE FILED: I~'~'0 ~1' , 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ ~ ~1~. ¢~t~..~ P i!017~04 O~'C 20 ~00~, No. '~ Date H1~.143 Rev. ~7 COMMON~L~ OF PENNSYLVAN~ * DEPAR~ENT OF H~L~ ' VITAL RECORDS CERTIFICATE OF DEATH ~,~ ~,~ ~ffiNT NAME~ ~CEDE~t ~dle ~) ~S~ ~S~I~SE~NUMBER ~TE~ D~TH(M~ffi,~.Year) ~"~ 3ose~' Pa~i ~1iier I~:~le b. t. - .........UNDER 1 ~Y I ~TE OF BIRTH ~RTHP~CE (Ci~ a~ IP~CE ~ ~TH (C~ mY ~' ~ ~ ~ ~R AGE{~St~y) I ~m~..l~ ~ .... ~ tM~ ~ Y~ [ S~Fo~) I~T~ ~ ~ Iu'~ ' ~' ~ ~ ~ ~ t~ S~t ~d ~) WAS ~CEDE~ ~ HISPANIC OR ~t~o~ I - -. I,:''~ ~a I,. "~I''~' I,..~ I,~ DATEO ~m~ Wes~i~ter ~.~c~m~ ~s~ D PA 17013 ~ ~(~) ~ 21, 2~4 UC~.SENU.BER 219 N. H~over St., ~rlisle PR~OU~ED ~ (M~, ~. Y~} YeS ~ NO b. o~ TO m A UE~ ~: " ~MPLETION OF ~E NaSa ~ H~ Y~ D O~ ~THq ~ ~t ~ P~i~ In~s~g~ ~ b., ~ .... m~ .~r ~.~ "my o~nlon d.~ ~c~d at ~e u~, ~, ~d p~ ..... 4 ,. ~ m,.~.)~d 0 aig J~e~en ~ ~,r. ~ ........................................... -- ,. y~o LAST WILL AND TESTAMENT JOSEPH P. MILLER I, JOSEPH P. MILLER, now of 801 N. Hanover Stree~pt.~08~ Carlisle, Cu~erland County, Pe~sylvania 17013, do ~iSh declare this to be my Last Will and Testament, hereb~revoki~ ~ all other prior wills and codicils ~de by me. FIRST= F~41y Backgro~d ~d Appoin~ent of Executor. (A) F~ly ~d Backgro~d Info~ation. I am a widower. My children are LI~A K. CR~ and JOSEPH J. MILLER. Throughout this Will, LI~A K. CR~ and JOSEPH J. MILLER will be referred to as "my children" The word "issue" will include my children as well as my other descendants. (B) Appoin~ent of Executor. I appoint as my Executor and successor Executor (all hereinafter referred to as Executor or Executors) ~der this Will, the following named persons or co~orations to se~e without bond and without being re~ired to accost to any Court: Co-Executors: My daughter, LI~A K. CR~, and my son, JOSEPH J. MILLER, or the su~ivor of them, to act jointly only. SECO~: F~eral and Last Illness E~enses~ T~es. (A) ~enses of Funeral ~d Last Illness. Notwithstanding that my spouse su~ives me, I direct my Executor to pay my f~eral e~enses and the e~enses of my last illness from my estate. (B) T~es. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the pu~ose of such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 2 such property or charged against any property passing or which may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: T~-~ible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath to my children, LINDA K. CRUM and JOSEPH J. MILLER, living at the time of my death, all tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, to be divided between them as they may select in as nearly equal shares as is practical. If my children do not survive me by sixty (60) days, I leave such tangible personal property to the issue of my children, per stirpes. If there is any disagreement as to distribution, I direct my executors to make such distribution. The decision of my executors shall be final and binding. Any items not selected or any items which my executor considers unsuitable for my children may be distributed or sold in the sole discretion of my executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuary Gifts. I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies, devises or residuary bequests (and including any property over which I may have a Power of Appointment), in equal shares to my children, LINDA K. CRUM and JOSEPH J. MILLER, per stirpes. If either of my children should predecease me, then the predeceased child's share shall be distributed to the predeceased child's LAST WILL AND TESTAMENT JOSEPH P. MILLER PAGE 3 issue, per stirpes. If either of my children should predecease me without leaving issue, then the predeceased child's share shall be distributed to my remaining issue, per stirpes. FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SIXTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real, personal or mixed, at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant, options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries. (3) To retain for investment any property deposited with the Executor hereunder. LAST WILL AND TESTAMENT o~ JOSEPH P. MILLER PAGE 4 (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, including the power to borrow at a reasonable rate of interest. (8) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to pay or deliver the same to the custodian LAST WILL AND TESTAMENT JOSEPH P. MILLER PAGE 5 of such person, to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any prOPerty distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 6 to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (G) Unless the context clearly states otherwise, when the authority and power under this Will is vested in two (2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The action of one such Executor under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. SEVENTH: Rights ~d Liabilities of Executor. No bond or other security shall be required of any Executor. This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 7 amount as will fully exempt any generation skipping transfer which may occur under this Will. NINTH: Definitions and General Provisions. (A) Survival. Any beneficiary, including my spouse, who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income, which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F) Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of ADDointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. LAST WILL AND TESTAMENT JOSEPH P. MILLER PAGE 8 IN WITNESS ~EREOF, I, JOSEPH P. MILLER, the Testator, have to this my Last Will and Testament, t~ewritten on nine (9) pages, including the Ac~owled~e~t and Affidavit, set my hand and seal this / ~ day of ~~ , 1996. Si~ed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who have here~to s~scribed our names at his re.est, as witnesses hereto, in the presence of the said Testator, and in the presence of each other. Each of us further declares that he or she believes the Testator to be of sound mind and memory. The preceding inst~ment consists of this and eight (8) other consecutively nu~ered t~ewritten pages including the Ac~owled~ent and Affidavit. ~~. ~ residing at ~.~C~,~c~: ~/~ (p~lnt-name) ~' {print name) ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : ss: COUNTY OF f~ f : The Testator and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority, that the Testator signed and executed the instrument as his Last Will in the presence of the witnesses; that he signed it willingly or willingly directed another to sign it for him; that he executed it as his free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testator sign and execute the instrument as his Last Will; that each subscribing witness in the hearing and sight of the Testator signed the will as witnesses; and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator Wttn~Ss~ Sworn to or affirmed, subscribed to, and acknowledged,/ before m~ by t~e above-named Testator and witnesses, this day of /~!/ , 1996. - ! ~6t~ry Public My Commission Expires: Notarial Seal Janet C. Naclerio, Notary Public Lemoyne Bom, Cumberland County My Commission Expires April 19, 1999 Member, Pennsylvania Assodal~on of Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Joseph P. Miller Date of Death: December 17, 2004 File No.: 2004-01187 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 January 4, 2005. Name Address Joseph J. Miller 113 A. Street, P.G.Box 74 Plainfield, PA 17081 Linda K. Crurn 801 Lancelot Avenue Mechanicsburg, PA 17055 Notice has now been given Rule 5.6(a). Lowe 1 R. G Cou el for Personal Representative GAT S, HALBRUNER & HATCH, P.C. 101 Mumma Road, Suite 100 Lemoyne, PA 17043 (717) 731-9600 "'- lJ') 0= 0 w-' .. c) ;,c.Da t-ed : G:: :::'~- LL. J 01~') r..;::) c)',- LL! ~-L,J C~,l--. cr'll':; cj~; &3i:i::' a:: U: Q-' J~uary --""'''-'', LL.5L:~-:: oU,- ~~;~::: U.::cl~"- 0.. c'-.' cr: . o..;~ => (.) 4, 2005 In I Z """ -, ..,., = = <-. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MILLER JOSEPH J 113 A STREET P.O. BOX 74 PLAINFIELD, PA 17081 ___nn_ fold ESTATE INFORMATION: SSN: 174-05-3618 FILE NUMBER: 2104-1187 DECEDENT NAME: MILLER JOSEPH P DATE OF PAYMENT: 03/11/2005 POSTMARK DATE: 03/11/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/17/2004 NO. CD 005046 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,400.00 I I I I I I I I TOTAL AMOUNT PAID: $3,400.00 REMARKS: CHECK# 101 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CRUM LINDA K 802 LANCELOT AVENUE MECHANICSBURG, PA 17055 ~--~+--- fOld ESTATE INFORMATION: SSN: , 74-05-3618 FILE NUMBER: 2104-1187 DECEDENT NAME: MILLER JOSEPH P DATE OF PAYMENT: 07/29/2005 POSTMARK DATE: 07/29/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/17/2004 NO. CD 005635 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,722.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: L CRUM CHECK#109 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $1,722.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS Register of Wills Cumberland County, Pennsylvania INVENTORY Estate of JOSEPH P. MILLER No. 2004-01187 also known as JOSEPH PAUL MILLER Dale of Death 1211712004 Deceased Social Security No. 174-05-3618 Joseph J. Miller residina at 113 A Street. P.O. Box 74. Plainfield. PA 17081 and Linda K. Crum. residina at 802 Lancelot Avenue. Mechanicsbura. PA 17055 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 1he 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 ex.cept that which appears in a memorandum at the end of this inventory. INVe verify that the statements made in this Inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falisification to authorities. Name of Attorney: Gates, Halbruner & Hatch, PC Lowell R. Gates. ESQ. 1.0. No: ,A .Crum 7/27/05/ I . #46779 Address: 1013 Mumma Road. Suite 100 Lemovne. PA 17043 Dated: Telephone: l717\ 731-9600 Description Value 1. Church of God Nursing Home - balance of personal Cash account 22.00 2. M&T Bank Checking Account 618.00 3. Proceeds from sale of personal property 480.00 Total $1,120.00 --------- --------- Cl ~co .:-o.~ '. r:\ <.;.. ~~-lj "" <=' = c.n '- c.: .- N u:> .'/,"- D .-.1 ~ '2 N o 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. CD r11 C) C) _co, o ,-n CJ '0 1--n -" :!.J : C) .~-: rTl ')C) -n REV-1500 EX (6-00) , , (' OFFICW... USE ONl- y COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L CO\NTY CODE --!!L 1187 _ __ YEAR MJ~ER I- Z W C w U w C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Miller Jos h DATE OF OEA TH (MM-DD-YEAR) DATE OF BIRTH (MM-OD-YEAR) 12/17/2004 (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) P SOC~SECURITYNUMBER 174-05-3618 THlSRET1..R4 MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ [i] 1. O~inal Return ~ ~ D 4. Limited Estate W PO r::l 50:::....1 L....&J 6. Decedent Died Testate (Attach COPY of Will) .... %: D 9. Litigation Proceeds Received 02. Supplemental Return D 3. Remainder Retum (dale of death prior to 12-13-82) o 4a. Future Interest Compromise (data of death alter 12-12.-82.) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a living Trust (Attach COPY of Trust) L 8. Total Number of Safe Deposit Boxes D 10. Spousal poverty Credit (dele (If deeth between 12-31-\H erldl.NI5) D 11. Election to tax under Sec. 9113(A)(~tlllch Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME C~LETE MAILING ADDRESS ... Z W o Z o "- on w '" '" o u Lowell R. Gates Es . FIRM NAME (If Applicable) Gates Halbruner & Hatch PC TELEPHONE NUMBER 1013 Mumma Road, suite 100 Lemoyne, PA 17043 717-731-9600 1. Real Estate (Schedule A) (1) ( (,~ -QF~ USE ONL~n - ~"2 '--- 2. Stocks and Bonds {Schedule B) (2) " . CJ . " -, . '> -':~ -::J " 1 ~-f'l '1\ ", ~- l-n <~ !1 3. Closely Held Corporation, Partnership or SoIe-Proprietorship (3) r',) "" 4. Mortgages & Notes Receivable (Schedule 0) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) '" C:-J z o i= :S ::::l l- ii: <I: U w II:: 6. J~ Owned Property (Schedule F) U Separate BlIIing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.probate Property (7) (Schedule G or L) (6) ('J CO 8. Total Gross Assets (Iotal Lines 1-7) 139,116 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage Liabilities, & liens (Schedule I) (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) 21.521 117,595 o 11. Total Deductions (tolal Lines 9 & 10) 14. Net Value SubJectt" Tax (l-ine 12 minus Line 13) SEE INSTRUCTIONS ON ReVERSE SIDE FOR APPUCABLE RATES 117 .595 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(,1.2) 18. Amount of Line 14 taxable at collateral rate x .15 (18) o 5.292 o o o 117.595 o o .,0 L(15) . .0 45 (16) z o ;:: .. ... ::> .. '" o o )( .. ... 16. Amount of line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x .12 (17) 19. Tax Due 200 (19) 5,292 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ ~ BE SURE TO ANSWER AlL QUESTIONS ON REVERSE SIDE AND RECHECK MA.TK < < 3W46451.000 Estate of 174-05-3618 Executors (Page 1) Name Address Tax ID Name Address Tax ID Linda K. Crum 802 Lancelot Avenue Mechanicsburg, PA 17055- 161-32-5189 Joseph J. Miller 113 A street, P.O. Box 74 Plainfield, PA 17081- 209-36-4724 D d t' C I t Add eee en S amPle e ress: STREET ADDRESS Ant. 801 North Hanover Street 3 CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 1 g) 2. Credits/Payments A. Spousal Poverty Credtt B. Prior Payments C. Discount (1) 5.292 o 3.400 170 Total Credtts (A + 6 + C) (2) 3.570 3. Interest/Penalty if applicable D. Interest E. Penalty o o Total Interest/Penalty (0 + E) (3) o 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) o 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1.722 A. Enter the interest on the tax due. (5A) o 6. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check P~yable to: REGlSTEROFWJ!-LS.AGENT :'S(;~::::':, ,.'. --;':'i'.,--;. ;':' \~,j:g:~',~;;l;~,:/i: ;>' ,:;:,/',::(':;:::;:::;",', ,,', ,',i.::: ,-:' ;i?:~';:,,:' .<HL'::; (56) 1.722 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS No []I []I []I []I o og contains 1:1 beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [j IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare th911 have examined this return, Including accompanying schedules and statements, and to the best of my knowledgeMd b 11'\.18, correct and complete. Declaration of pfeparer other than the personal repres8fltatlYe Is based ~ all Information of whiCh prepare.- has ~y kntMlledge. PERSON F I NG 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest or ........................ d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. IX] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which Yes D D D D 802 DATE 7-.,;2%-oS 1013 for dates of ath on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% j72P.S.~9 6(0)(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 of the surviving spouse is 0% [72 P.S. ~ 9116 (a) (1.1) (II)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements foI' 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 yeam of age or younger at death 10 orforthe use ofa natural parent, an adaptive parent. or a stepparent of the child Is 0% [72 P.S.!3 9116(aX1.2)]. The tal(. rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~ 9116(1.2) [72 P.S. ~9116(8)(1)J. The 1ax rate imposed on the net value of transfers to orforthe use oHM decedent's siblings is 12% (72 P.S. ~ 9116(a)(1.311. 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. 3W46461.000 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT SCHEDULE A REAL ESTATE REV-1502 EX + (6-98) ESTATE OF FILE NUMBER Joseoh P. MiJ.J.er 21041187 All real property owned solely or as a tenant In common must be reported at 'fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable kn(MIedge of the relevant facts. Real property which is jolndy-owned with right of &uMv0t'5hlp must be disclosed on Schedule F. ITEM NUMBER 1. None DESCRIPTION VALUE A T DATE OF DEATH 3W46951.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ o REV.1OO3 EX... (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER JOBeDh P. Miller 21 04 1187 All property JolntlYooOwned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. None ceSCRlPllQN VALUE AT DA 1E OF DEATH 3W46961.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) o REV-1504 EX + (6-98) COtvNONWEAL'TI-f OF PENNSYlVANIA INHERITANCE TAX RETURN SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FilE NUMBER Joseoh P. Miller 21041187 Schedule C-1 or C-2 (including all supporting informatiol\) must be attached for each clos&\y-heId corporation/partnership interest of the decedent. other than a sole-proprietorship. See Instructions for the supporting jnformation to be submitted fOr soIe-proprietorships. ITEM NUMBE:R 1. None DESCRIPTION VALUE AT DA TIE OF DEATH 3W46971.GOO TOTAL (Also enter on line 3. Recapitulation) (If more space IS needed, Insert additional sheets of the same sIZe) $ o REV.1.505 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF FILE NUMBER JoseDh P. Miller 21 04 11B7 State of Incorporation Date of Incorporation Total Number of Shareholders 1. Name of Corporation Address Cily Slate 2. Federal Employer 1.0. Number 3. Type of Business Zip Code o Business Reporting Year ProducUService 4. I STOCK TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE l Votlng/Non.Votlng SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK Common $ Preferred $ Provide all rights and restrictions pertaining to each class of stock. 5. Was Ihe decedenl employed by Ihe CorporationZ . . . . . . . . . . . . . . . . . . . . . . . . Dyes D No If yes. Posttion Annual Salary $ o Time Devoted to Business 6. Was the Corporation indebted to the decedent? . If yes, provide amount of indebtedness $ ... Dyes D No o 7. Was there life insurance payable to the corporation upon the death of the decedent? .. D Yes D No If yes. Cash Surrender Value $ Owner of the policy o Net proceeds payable $ o 8. Did the decedent sell or transfer any stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-821 D Yes D No If yes, D Transfer D Sale Number of Shares 0 Transferee or Purchaser Consideration $ 0 Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time ofthe decedent's death? . 0 Yes DNO If yes. provide a copy of the agreement. 10. Was the decedent's stock sold? . . . . . ..................... Dyes DNo If yes, provide a copy of Ihe agreement of sale, elc. 11. Was the corporalion dissolved or liquidated after the decedent's dealh? . . . . . . . . . . .. Dyes D No If yes. provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . .0 Yes 0 No If yes, report the necessary information on a separate sheel. Including a Schedule C-1 or C-2 for each interest. THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A.. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/so If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E List of officers, their salaries. bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relatina to the valuation of the decedent's stock. (If more space is needed, insert additional sheets of the same size) 4W46981.0oo REV.1506EX~(9-00) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATEOF FilE NUMBER Joseph P. Mi11er 1. Name of Partnership Address City 2. Federal Empbyer 1.0. Number 3. Type of Business 21 04 1187 Date Business Commenced Business Reporting Year State Zip Code Product/Service 4. Decedent was a 0 General 0 limited partner. If decedent was a limited partner. provide initial investment $ o 5. I PARTNER NAME PERCENT OF PERCENT OF BAlANCE OF I INCOME OWNERSHIP CAPITAl ACCOUNT A. B. C. D. 6. Value of the decedent's interest $ 7. Was lhe Partnership Indebted to the decedent? If yes. provide amount of indebtedness $ o ...........0 Yes DNa o 8. Was there life insurance payable to the partnership upon the death of the decedent? . 0 Yes 0 No If yes, Cash Surrender Value $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership prior to 12-31-82? Dyes 0 No If yes. 0 Transfer 0 Sale o Net proceeds payable $ o within one year prior to death or within two years if the date of death was Transferee or Purchaser Attach a separate sheet for additional transfers and/or sales. Percentage transferred/sold Consideration $ 0.0000 o Date 10. Was there a written partnership agreement in effect at the time of the decedent's death? If yes. provide a copy of the agreement. o Yes 0 No 1 f. Was the decedent's partnership interest sold? If yes, provide a copy of the agreement of sale, etc. o Yes 0 No 12. Wasthepartnershipdissolvedorliquidatedafterthedecedent'sdeath?............... 0 Yes 0 No If yes. provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent relaled to any of the partners? . . . . . . . . . . . . . . If yes, explain o Yes 0 No 14. Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . . 0 Yes 0 No If yes, report the necessaJY information on a separate sheet, including a Schedule C-1 or C-2 for each interest THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 precedIng years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market valueJs. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. 4W46991.000 REV.1507 EX oj> (6-98) COMMONW'EAL ll-l. OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joseoh P. Miller SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER 21 04 1187 AU property Jointly-owned with right of sUMvorshlP must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH None TOTAL. (Also enter on line 4, Recapitulation) $ o 3W46AC 1.000 (If more space Is needed, insert additional $heets of same size) REV.1508 EX" (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Joseoh P. Miller FILE NUMBER 21 04 1187 Include the proceedS of litigation and the date the proceeds were received by the estate. AN property jolntlv-owned with the riaht of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Church of God Nursi.nq Ho.... - closi.ng balance of personal cash account 22 2 M&T Bank Checki.ng Account 618 3 Proceeds from Sale of personal property 480 3W46AD1.000 TOTAl (Also enter on line 5 Recaoitulation) $ (If more space Is needed, insert additional sheets of the S€lme size) 1,120 REV-1509 EX + (6-98) COMvKlNWEAL TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESlDENTDECEDENT ESTATE OF JOAqph P. MillAr SCHEDULE F JOINTL Y-OWNED PROPERTY FILE NUMBER 21041187 If an asset was made Joint within one year of the decedent'. date of death. it must be reported on Schedule G. Sl.IRVMNG JOINT TENANT(S) NAME ADDRESS RELAllONSHIP TO DECEDENT A. Crum I Linda K 802 Lanoelot Avenue, Mechanicsburg, PA 17055 Daughter B. Miller, Joseph J 113 A Street, P.O. Box 74, Pla~nf~eld, PA 170B1 Son c. JOINTL V-OWNED PROPERTY: ""'" DATE INCLUDE NAM~~C:I,.2~~z.o~ACCOLM %CF DAlE OF DEATH ITEM FOR JOINT MADE DAlE OF DEATH DECD'S VAWEOF tt..MBERORSMllAR IDENTIfYING M,lMBER. ATTACH DiEED FOR NUMBER ,,- JOINT X1lNTLY-H3.DREALESTATE VALUE OF ASSET INTEREST DECEDENrSINTEREST 1. A. 1 AB 5/2/2002 Members 1st Federal Cre~ t Un~on Cert~f~cate of Depos~t '13837-45 - Funds transferred ~nto jo~nt name on 05/02/2002 Joi.nt 'Tenants: Joseph J. Miller and L~nda K. Crum 102,146 33.0000 34,049 2 AB 5/2/2002 Members 1st Federal Cr~t Union Life Savings Account 113837-04 69 33.0000 23 3 AB 5/2/2002 Members 1st Federal Cre~ t Union Life Savings Account 113837-04 4,002 33.0000 1,334 4 AB 5/2/2002 Members 1st Federal C~t Union Honey Management Account '13837-05 23,855 33.0000 7,952 TOTAl/Also enter on line 6 Recaoitulation) $ 43 358 3W46AE 1.000 (If more space is needed, insert additional sheets of the same size) REV-151O EX'" (6-98) SCHEDULE G INTER-YIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEAL TI-l OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joseph P. Miller FILE NUMBER 21 04 1187 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRJP110N OF PROPERlY ITEM INCUDEllENWEQFllETRANSFEREE. THEIRRELAT10~PTO DECEDENT ANJ DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBE 1'I-E DATEOFTIWS'ER ATTACHAOOFY OF TfoE OEeo FORREAL EST.,l'E. VALUE OF ASSET INTEREST IF APPLICABLEl VALUE 1. Members First Federal Credit Union Certificate of Deposit '13837-46 - Joint Account opened on 10/15/2004. Joint Tenants: Joseph J. Miller and Linda K. Crum. 100,638 100.0000 6,000 94,638 TOTAL (Also enter on line 7, Recapitulation) $ 94 638 (If more space is needed. insert additiOnal sheets of the same size) 3W46AF 1.0l,}() REV.1511 E.X+(12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Jos&Dh P. Mi119r FILE NUMBER 21 04 1187 Debts of decedent must be reported on Schedule l. ITEM NUMBER OESCRlPTlON AMOUNT A. FUNERAL EXPENSES: 1. Carlisle Memorial Service Inc~ - Cemetery Grave Marker 85 Total from continuation schedules . . . . . 9,636 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Joseph J. Miller/Linda K. Crwn Social Security Number(s) I EIN Number of Personal Representative(s) 209-36-4724 Street Address 113A Street. POB 74/802 Lance10t Street City P1ainfield/Mechanicsburg State PA Zip 17081 Year{s) Commission Paid: Waived 2. Attorney Fees 4,500 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation} Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 112 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Cingular Wireless - reimbursement to Ex.ecutrix. 13 2 Cumberland Law Journal 75 Total from. continuation schedul.es . . . . 420 TOTAL (Also enter on line 9, Recapitulation) $ 14 . 841 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: Joseph P. Miller Item No. 2 3 174-05-3618 Schedule H Part 1 (Page 2) Description Amount Hoffman Roth Funeral Home 8,936 Sunnyside Restaurant - Funeral Fellowship 700 Total (Carry forward to main schedule) 9,636 Estate of: Joseph P. Miller 174-05-3618 Schedule H Part 7 (Page 2) 3 Howard's Accounting - preparation of 2004 Form 1040 100 4 The Patriot News 320 Total (Car:r:y forward to main schedule) 420 REV-1512 EX + (12..03) COMMONWEALTH OF PENNSYlVA.NIA INHERITANCE TAX RETIJRN RESIDENT DECEDENT ESTATE OF J089Dh P M111er SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 04 1187 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death. Including unrelmbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Church of God Nursing Home - balance owed by estate after Medicare & Blue Cross payments 6,680 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6 680 REV.1513 EX+ (9...00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX REWRN RESIDENT DECEDENT ESTATE OF Jos~h P . Miller NUMBER I NAME ANO ADDRESS OF PERSON(S) RECEMNG PROPERlY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 <a) (1.2)] Linda K. Crum B02 Lancelot Avenue Mechanicsburg, PA 17055 1 2 Joseph J. Miller 113 A Street, P.O. Box 74 Plainfield, PA 170B1 FILE NUMBER 21 04 11B7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Daughter Son 5B,797 5B,79B ENTlER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 B. AS APPROPRIATE. ON REY.15DO COVER SHEET 1\ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46A11.000 TOTAL OF PART 1\ - ENTlER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COYER SHEET (If more space IS needed, Insert additional sheets of the same size) $ o Estate of JOSEPH P. MILLER Pennsylvania Inheritance Tax Return Form REV-1500 EXHIBIT A Certified Copy of the Death Certificate of the Decedent This is to eel ii' lh:lt [h.e 1)1fonn;I,;0n hr= Locnl Regi~tr:lr '1 ;';e cri;:in;:;l (>~rtlfi','att' "-';'" l~r H-:'(j rO~T' lC l:j(;:" State \f!t,;! R.:.:cord :fic;:i", of d2cdh duly filed \\.ith me ;:~; ..:c fur pernnncnt filing. WARNING; It is ilIegai W dur,i,eate this copy by photostat or photograph. Fee for this cenificate. $2.00 \ll'(~\,rrorpl~#-#_~_ .,,~';-, ll~_<::~-~~}:.ff~\ !~ ~i . ,.;;./:: 1-~1 \"~'I...>U".'... J~" i\ * \:.. :, '~_"~.'~ .;: ,} * P '~~\;~~~,f -'>-:-~lf[NT ~'< ~~"'" ""NNNf/JIlJ e .. 1 (] 1 7 E; 0 8 No. H105.1~3 Re.. 2lf!7 TI.'._~. ~~&.~ Local Registrar - DEe 2 0 200~ Date COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH DATE OF DEATH (Mco1I11. Oay. V.w) . "' ,~ Cumberland Ili:"In~P? 17d..D ~~=oI MOTHER'S NA...e (ArsI. _e. ...IIidtonStmetnol) " INFORNANT'S ......IUNG AODflESS (Slreel. Cill"lfown, S_. Zlp Codel _. . PLACE OF DlSPOSITlOH_Na_clfc.motery, er.MlIIIy lOCAllOl'(_OI'jrr-. SI...... Ili>C~ ....oo..PIece Westminster lY1'~PRINT . PERMANENT BLACK INK NAME OI'OECEDENl (FirslMlddIe,lesl) 1. Joseph Paul Miller "'GE(l.8Il~) BlRTHl'U.CEIOJ1i1T16 SllHeorF....gnCOunlry) carlisle,PA .;. 5.93 VB. COUNTY 01' OEATH <<I e..N.Middleton KINOO!'aJS\tE,SSf\NOUS,RY 8b. Cumberland OEC&JEtIT'SUSIJAlOCOJl>f\TlOti pa~'rtn~ore 11~. "'" Gov rnment DECEDENTS UNG ADDRESS (SlreeC, cuyrrown. Stale. Zipcooe) DECEDENrs - Church of God Home ~~tNCE 801 North tlanover St. (See~ ~ . 00__ f...,HER'SNAME(FnI./ll_.tast) 18. John Henry Miller UolFORlU.KT'SWo,W; (I':fll8/PIInI) 17b.Cou'1I_ Ph a 3 ~ o < 2004 ~. C ele'*nf,23e-ccrif_ physicIenllnol_I_81IlmeoldiUlhkl C8I'IlIy~ddellh. Ilems24-20IIUSI~compIeIedby ",,"""WhO Pf<'IIOUI'CI'..,.,Ilh. l V ... SlATlfU__ SOCIAl. SECURfTYNu...eER . ,-0 =""\0 RACE'l\merIc:;onl~8Ieck.W\ile.e' "'""'" White ". MARITAtST...T\JS.MlInie<!. N~~IJ. ,. SlJRVlVlNGSPOUSE 11<_,...._""...) 17c.QV................tl\lOldj(l North Middleton ". tily/bofu NAME AND ADDRESS OF FACIliTY :t2c. 219 N. Hanover UCENSE NUMBER 2~rlisle, PA 17013 man- ra Heme St., Carlisle, PA 17013 DATE SIGNED llolonlh.C>>)".1'eor) .17 a :- ....... :onset__ s::- , QO'(\ .Jvu. ".PARTI: ~"'_""'riO."'_Ion._____lk__""'_"'~._.._",..._ory."""""'~"'_"'_' UoI"""'...._....._..... T<>l MA EO Seq.iIIn~aI\' klcm:llU0n5 n.ny,"'adng(O~ cm>P. EnIeI utmER.\. 'l'\MG CAUSE (tbuI. or i1wy .lhIIllnltlaled8YMls I1!sutlngl.lllde#f1JLASl WAS AN AUTOPsY \-\ERE AUToPSV FINClNGS PERFOA"'ED? AV...ILABlEPRIORTO CO"'P1..ETIONOl'CAU5E OFD8\TH? -.. Pand\r1sllnvesllgaliOn Could JJOtbe<lel_ned I: DUETO[OllMA ~ /,LO,NNEROFDEATH DATEOFINJUR'Y l'Ionlll.o..,.voooj o o D~(!::DF'NJURY ............{Spoa'l'1 - EJ o o .-. ,-.. Sl.ici<le 1'''"0 Ni> '"0 "0 " z w a w u w a " o w , < z 21l1. 281>. CERTifiER (Chackorly llIIIl} 'l~~~W'J'::.r'l',c;'~.~~~~~g~u:'.::::g:m~:r.:-;rA~h.f.~.~.~..~.~~.~.~~.~~.l... ". 'P:oo=':,G~~~~.::~~;~~:e..~~,':n-.rd:'l~u~~~j:~::'.t.rUW"d.n 'MEDICJ\tEXAMlNERlCORON(!::R Onllla tHoll.or eu"*"'Uon ~lldIOr 1nve5lIgeUon,IIl my <>pI.....n, <Ia.... """LUred IfllMtdma, date. end place, and dus.to lhecauM"")llIld man......._..... ...m.................. 31', REGISTRAR'SSlGNATUREA/'lDNUMB ~. ~eu-~ P.llld-I [ 101 OltIIrIign/lir#l1concl11101l1o<::onlrilloJ:i'lllodeal/l,Dut r<>tresul\inglrlllMtundellylngCllUMgr.anInP"RTI .1-:, TI"'EQFINJURV INJURY...T OORK? OESCRIBE I<IW'NJURY OCCURRED. a:J .;lO Estate of JOSEPH P. MILLER Pennsylvania Inheritance Tax Return Form REV-1500 EXHIBIT B Copy of the Last Will and Testament of Joseph P. Miller Dated April 12, 1996 -- LAST WILL AND TESTAMENT OF JOSEPH P. MILLER I, JOSEPH P. MILLER, now of 801 N. Hanover Street, Apt. 308, Carlisle, Cumberland County, Pennsylvania 17013, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Familv Backqround and Appointment of Executor. (A) Familv and Backqround Information. I am a widower. My children are LINDA K. CRUM and JOSEPH J. MILLER. Throughout this Will, LINDA ~. CRUM and JOSEPH J. MILLER will be referred to as "my children". The word "issue" will include my children as well as my other descendants. (B) Appointment of Executor. I appoint as my Executor and successor Executor (all hereinafter referred to as Executor or Executors) under this Will, the following named persons or corporations to serve without bond and without being required to account to any Court: Co-Executors: My daughter, LINDA K. CRUM, and my son, JOSEPH J. MILLER, or the survivor of them, to act jointly only. SECOND: Funeral and Last Illness Expenses; Taxes. (A) that my funeral estate. Expenses of Funeral and Last Illness. Notwithstanding spouse survives me, I direct my Executor to pay my expenses and the expenses of my last illness from my (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of. such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any LJ COpy 7l~-+I- -4- j ?/ ;\1. LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 2 such property or charged against any property passing or which may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Tanqible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction, I bequeath to my children, LINDA K. CRUM and JOSEPH J. MILLER, living at the time of my death, all tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all other similar articles, which I own, and the insurance thereon, to be divided between them as they may select in as nearly equal shares as is practical. If my children do not survive me by sixty (60) days, I leave such tangible personal property to the issue of my children, per stirpes. If there is any disagreement as to distribution, I direct my executors to make such distribution. The decision of my executors shall be final and binding. Any items not selected or any items which my executor considers unsuitable for my children may be distributed or sold in the sole discretion of my executor and, if sold, the net proceeds therefrom shall be added to the residue of my estate. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certairt of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuary Gifts. I give, devise and bequeath all the rest, residue and remainder of my estate, of every kind and character, real, personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies, devises or residuary bequests (and including any property over which I may have a Power of Appointment), in equal shares to my children, LINDA K. CRUM and JOSEPH J. MILLER, per stirpes. If either of my children should predecease me, then the predeceased child's share shall be distributed to the predeceased child's J.fFJ, LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 3 issue, per stirpes. If either of my children should predecease me without leaving issue, then the predeceased child's share shall be distributed to my remaining issue, per stirpes. FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the va+id exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts,contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SIXTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall'have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real, personal or mixed, at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities, mortgages, notes, chases in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries. (3) To retain for investment any property deposited with the Executor hereunder. JF/Vj, LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 4 (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescisslon or modification of any contract or agreement affecting the Estate. , (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, including the power to borrow at a reasonable rate of interest. (8) To register any stock, bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty- one (21) years of age, the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (e) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian, but shall be authorized to payor deliver the same to the custodian J, P.I"I , LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 5 of such person, to payor deliver the same to such person without the intervention of a guardian, to payor deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or irt kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then, in effect, the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the . persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is u.?1'1. LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 6 to be determined in the discretion of the Trustee, then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. (G) Unless the context clearly states otherwise, when the authority and power under this Will is vested in two (2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The action of one such Executor under this Will may be validated by a subsequen~ ratification of the act by a majority of the Executors. SEVENTH: Riqhts and Liabilities of Executor. No bond or other security shall be required of any Executor. This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRe Section 2632(a) and without regard to whether a Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal Generation Skipping Transfer (GST) exemption JP /''/. !~'I{ -1f -45- LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 7 amount as will fully exempt any generation skipping transfer which may occur under this Will. NINTH: Definitions and General Provisions. (A) Survival. Any beneficiary, including my spouse, who dies within sixty (60) days after my death shall ,be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income, which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made un~qually among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) genders, includes Other terms. and the use of the other. The use of any gender includes the other either the singular or the plural (F) Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Appointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. J. r j1. Yvl(-1(~ ~ LAST WILL AND TESTAMENT OF JOSEPH P. MILLER PAGE 8 IN WITNESS WHEREOF, I, JOSEPH P. MILLER, the Testator, have to this my Last Will and Testament, typewritten on nine (9) pages, including the ACknowle~ent and Affidavit, set my hand and seal this / ~ day of ~ A~ , 1996. a~JJ I? ~ ,~SEP P. MILLER Signed, sealed. published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testator, and in the presence of each other. Each of us further declares that he or she believes the Testator to be of sound mind and memory. The preceding instrument consists of this and eight (8) other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. 71ILJc. ~ residing at tlf'cJ\aw" "Lv"]" 1 rA nC\~~ !?, ~ llq""u' (print name) residing at ,{}AU'L/L-111.JL-vui ~'I. W / , (;+! fl S- ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF C I.( mDe r /aJLcl 55: The Testator and the witnesses whose names are signed and subscribed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do he~eby acknowledge, depose and say to the undersigned authority, that the Testator signed and executed the instrument as his Last Will in the presence of the witnesses; that he signed it willingly or willingly directed another to sign it for him; that he executed it as his free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testator sign and execute the instrument as his Last Will; that each subscribing witness in the hearing and sight of the Testator signed the wilt as witnesses; and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. fl,,~ /? /2P:~ C Testator ~$<%{12- Witne =* ~ ,1/=[ ( L{ P .'''-::::: J W tness Sworn to or before 2i, by t~e day of f)rl/ affirmed, subscribed to, and acknowledged, +ry above-named Testator and witnesses, this /02- , 1.996. /jLf!.13 (I. ~ rl (!_.(2Q./L'L~: tary Public My Commission Expires: Notarial Seal Janel C. Naclerio, Notal)' Public lemoyne Bora, Cumberland County My Commission Expires April 19, 1999 Member, PennsyWaniaAssocialion of Ncfarlas Estate of JOSEPH P. MILLER Pennsylvania Inheritance Tax Return Form REV-1500 EXHIBIT C Copy of the Certificate of Grant of Letters issued on December 28, 2004 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, GLENDA FARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 28th day of December, Two Thousand and Four Letters TESTAMENTARY in common form were granted by the Register of said County, on the , late of NORTH MIDDLETON TOWNSHIP estate of JOSEPH P MILLER (First, Middle. Last) a/k/a JOSEPH PAUL MILLER in said county, deceased, to JOSEPH J MILLER (First. Middle, Last) and LINDA K CRUM (Fifst,MJddle, Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 28th day of December Two Thousand and Four. File No. PA File No. Date of Death s.s. # 2004- 01187 21-04-1187 12/17/2004 1 74-05-3618 '1 I Lu1LlzdiCtt II ( , NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL Estate of JOSEPH P. MILLER Pennsylvania Inheritance Tax Return Form REV-1500 EXHIBIT D Copy of the Pennsylvania Inheritance and Estate Tax Official Receipt No. CD 005046 dated 03/11/2005 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. F'A '7128.0601 REV.1162 EX(11.96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MILLER JOSEPH J 113 A STREET P.O. BOX 74 . PLAINFIELD, PA 17081 _uu__~ fold ESTATE INFORMATION: SSN: 174.05.3618 FILE NUMBER: 2104-1187 DECEDENT NAME: MILLER JOSEPH P DATE OF PAYMENT: 03/11/2005 POSTMARK DATE: 03/11/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/17/2004 NO. CD 005046 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,400.00 , I , I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 101 SEAL INITIALS: JA RECEIVED BY: TAXPAYER $3,400.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS Estate of JOSEPH P. MILLER Pennsylvania Inheritance Tax Return Form REV-1500 EXHIBIT E Documentation of Assets Member's First Federal Credit Union Letter dated January 27, 2005 REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 1/1/04 to Date of Death Name of Joint Owner Date Joint Ownership Established LIFE SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 1/1/04 to Date of Death Name of Joint Owner Date Joint Ownership Established MONEY MANAGEMENT ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 1/1/04 to Date of Death Name of Joint Owner Date Joint Ownership Established CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 1/1/04 to Date of Death Name of Joint Owner Date Joint Ownership Established ,., 1M MEMBERS 1st FEDERAL CREDIT UNION ~ 10/3011972 $69.03 $.03 $69.06 $2.83 L Kay Crum, Joseph J. Miller 05/02/2002 13837 -04 02/0112001 $4,000.00 $1.75 $4,001.75 $38.49 L. Kay Crum, Joseph J. Miller 05/02/2002 13837 -05 11/01/2002 $23,843.29 $11.39 $23,854.68 $707.71 L. Kay Crum, Joseph J. Miller 05/02/2002 - 06/24/2004 . $101,948.44 $197.08 $102,145.52 $2,145.52 L. Kay Crum Joseph J. Miller 06/24/2004 13837 -46 10115/2004 $100,475.67 $162.52 $100,638.19 $638.19 L. Kay Crurn Joseph J. Miller 10115/2004 Account 13837-45 Funds deposited 'Purchased by transfer of funds from 13837-00 on 6/24/04 represent the same funds made joint on 5/2/02, being a transfer from Savings Account to CD. 1113837-00 NB: Estate of: JOSEPH PAUL MILLER Date of Death: December 17,2004 Social Security Number: 174-05-3618 UBE_RS I sr FEDERAL CREDIT UNION (' '4tar d Mq;. , nise A. Wolfe I - Insurance Services Supervisor January 27, 2005 5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org Estate of JOSEPH P. MILLER Pennsylvania Inheritance Tax Return Form REV-1500 SCHEDULE F Documentation of Paid Expenses CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 l'iC'Jr;:o""'i7\7""'-'-.. ~ ~~~ l.f-:. ~, \'Y ~~ ~ Ft.u 2 ..~ 2D05 L BY: ---.......---......--- FEBRUARY 18, 2005 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication oflegal notices. TO: Lowell R. Gates, ESQUIRE Joseph P. Miller, Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: February 4,11,18,2005 Advertising Cost Second Proof Request $ 75.00 $ 0.00 $ 0.00 $ 60.00 ------------- $ 15.00 ------- ---- Proof of Publication Payment received Total Amount Due Payment received by libe patriot-News Now you know Order Confirmation Customer GATES, HALBRUNER & HATCH, P.C Orderer Account Number 11885 Ad Order Order Source 0001251198 kkline kkline Phone Paver Paver Account Num ber 11885 Sales Order Taker GATES, HALBRUNER & HATCH, P.C ATTN: VALERIE LONG, 1013 MUMMA ROAD, SUITE 100 LEMOYNE PA 17043 USA Special PricinQ None PO Number Ordered Bv Customer Fax Valerie Customer EMail Customer Phone 717-731-9600 Paver Phone 717-731-9600 Tear Sheets o Proofs o Affidavits 1 Blind Box Promo Type <NONE> Invoice Text Ad Order Notes Materials Total Ad Cost $319.50 . Pavment Amount $0.00 Pavment Method Amount Due $3~ 9.50 Ad Number Ad Tvpe 0001251198-0' Legal Liners Ad Size : 1.0X25 Li Color <NONE> Production Method Production Notes Ad Booker Product Information Classification # Inserts Run Dates PNCO: :Full Run 806-Estate Notices 3 1/26/2005, 2/212005, 2/9/2005 Run Schedule Invoice Text ESTATE NOTICELETTERS TESTAMENTARY for the Estate of JOSEPH P. Mlt.Lk',tZ 2/9/20059:18:12AM 1 LAW OFFICES OF GATES, HALBRUNER &-HATCH, P.C. 1013 MUMMA ROAD. SUITE 100. LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600. FAX: (717) 731.9627 LOWELL R. GA.-rES. LL. M. lLM. in Tax<ltion Also Admitted 10 Massachusetts Bar MARK E. HAlBRUNER Also Admilled to New Jersey Bar CRAIG A. HATCH, eELA Ceft\lied as an Elder law Allorney by the National Elder Law Foundalion CORY J. SNOOK ALBERT No PElERLlN Also Admitted \0 Maryland Bar CUFTON R. GUlSE Also AdmiUed 10 practice befora the U.S. Palenl & Trademark CHice BRANCH OFFICE; 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717) 248-6909 WEe SITE: WNW.GalesLawFirm.com February 24, 2005 CORRESPONDENCE ADDRESS: lemoyne Office STACEY L NACE ParalegaVOffice Manager TRACI L SEPKOV1C Paralegal VALERIE LONG Paralegal The Patriot News Legal Publication Department 812 Market Street Harrisburg, P A 17101 Re: Estate of Joseph P. Miller Dear Sir/Madam: Enclosed please find an estate check #99 in the amount of$319.50 in payment of the attached Invoice for publication of the Estate Notice. Thank you for your assistance. Sincerely, .~~ Valerie Long Paralegal vi Encl. 60-8224 23'i3 99 ESTATE OF JOSEPH P MILLER Joseph J Miller or L Kay Crum Date 9-/9-0$ ~ ~~>J ~. I $ 3ft?, /i."V ~.\~:L~~d~::/~~~~ rnw.~r~:~' MembersJT / /' FEOE.llA\. CllE'OlT uNION " p O,Ba~40 ti.dlarOcab~~PA17~~ -. / 0&0 .1 ~_J-:. "fiiVJ .m:d.,- rrO ~~~. !L2a$ _..................,. ,.._ ."n,rO ... I . ~. ~ A .) 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TT-Terephone Transfer Howard's Accounting 8 West Big Spring Ave. Newville, PA 17241 717-776-5864 /', /;~ \r5')~/! ~7~U/ u April 6, 2005 CONFIDENTIAL JOSEPH P MILLER 825 NORTH HANOVER STREET Apt. 308 CARLISLE, PA 17013 For professional services rendered in connection with the preparation of your 2004 individual tax return: Form 1040 (Individual Income Tax Return) Schedule B (Interest and Dividend Income) Social Security Wrks Pens/Annuity Report (Pension and Annuity Report) PA Form PA-40 (Income Tax Return) PASch A&B (Interest and Dividend Income) PA Sch SP (Tax Forgiveness) PA Summary Worksheet Amount due $ ~ y~ 1\.::.,) I /, ().,: , "- ') .J- 100.00 if'" ri,v ~ 'u>"f' ~ \0 Rl'r 29 05 10:26" H man Roth 71-'433723 F.2 Hoffman-Roth Funeral Home, Inc. 219 North Hanover Street Carlisle, PA 17013 (717)243-4511 April 29, 2005 Kay L Crum 802 LanceJot Ave. Mechanicsburg, P A ] 7055- The Funeral Service for Joseph Pau] Miller 14432-241 We sincerely appreciate the "Confidence you have placed in us and will continue to assist you In every way we can. Please feel free to contact us jf you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. OUR SERVICE: Traditional Funeral Servlc.e Package. . . . . . FUNERAIJ HOME SERVICE CHARGES $3590.00 $3590.00 SELECTED MERCHANDISE: Camelot Casket. . . . _ . . . . . _ . _. . _ . . . . . Monticello lnterment Receptacle. . . . . . .. ...... THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THATYOUHAVESELECTED . . . . . . . . . . . . . $2665.00 $1120.00 $7375.00 Casb AdvllDces Opening Grave. . . . . . . . . Newspaper Obituary Notice.Patriot News. Clergy Offering . . . . CertJfled Copies of Death Certificates. Flowers. . . . . . S995.00 $165.98 $100.00 $40.00 $259.65 TOTAL CASH ADVANCES AND SPECIAL CHARGES. S 1560.63 Tota.l Total Cost $8935.63/" Hi.story 12122i2004 CREDIT Clergy. . . . . 1212712004 Homesteaders Llfe Company. 01/24/2005 Estate. . . . . . S-lOO.OO $.8374.72 $-460.91 TOTAL AMOUNT DUE $0.00 This slatemenlls net and payable in full within 30 days of receipt. --.-.------------..--------.----------.-------------------.-.----- Please return this portion with your Remittance $ Amount Enclosed Service 10 # 14432-241 )0004.:115 ~~:,~,.,.,."" .:'-- u. .'. , UIH 80M~ ~(.'~;iiittfilf,,(;iiri/lg. ~ THE CHURCH OF GOD HOME, INC. BOI N. HANOVER'STREET CARLISLE, PA 17013 (7i7) 249-5322' , "'I AMOUNT OF PAYMENT I $ ~lLLER JUSEPH P RESIDENT NAME I AESIDENT NUMBEA I 000802475 ',..:.,.:.:....-:.-. -...... "<"'. -.' '.' .."<.- ,,' '.'....' - '. ". .'..;. ~ STATEMENT DATE 091i71200412/17 /2064' TERMS ARE NET 30 DAYS KAY CRUM 801 LANCELOT AVENUE MECHANICSBURG PA 17055 I PREVIOUS BALANCE I $ 7774.50 I PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT DATE TRANSACTION DESCRIPTION UNITS REFERENCE # AMOUNT JO$Ef,l rflll i / feR- - . ~pk Mf 13* ';!wlf 'd./2 ~ ~~~ /JtILJ,ffAoo cf ~c... -(I\\O~: C-\.... \ t: 1\"\ ~\J I ~ E 0;. Q,I'<~ ~'1( <O/O~O U:..y <2.~~ , r y\ Y\ A-<.. 'Y~~\E. st-.\j;EM"""DATlf -5?~~,~~WY.i;\v," ,; ........'"""""^' .........u. = - ~ - = - !!!!!! ~ = - - !!!!!! = - - - = - .- =:: - - - ~ .- !!!!!! ~; ~ ~i i ~;li ~ ~ d~ ~~ ~ Iii.. Ii ~i · ~n i ~ I i!l 'Ii: Ii !i ..I U h II ~ ----\ o t I' ~ I < ::t 00 () - 3: gm -. ~ ~ ::J ~ to )> !c: G) 11I 3: . -- (g m ~Q) ~ - -~ ;Q c . ... ... 5 ... l. ~ lllllll) N ... cI. C N Iii ... ~ ~ ... z (') 111 ~ (') ::t ~ .., C1) CD Cl VI VI .... 8 z i c: ~ ~~' l~~~~~~~~~~~~il~il'~~~III~~~_J~~~i~~1 ~ ~~~~~~~~~~~~~i~~~~~ea~~~~~~~~~~~~~~~~~~~~ I ~.~-- ~~---~~ WN_-~--~W-~-..~~~~~~~~N__. ~ ~*~i~S~~~~i~~i~~~~~i~~i~~~~t~~~~~~~t~M~ i I ~ ~~~~~ ~~~~~~~~~~~~~~~ ~~~I~S~~~~~~~~~Z I I lilii liilli~~:iili liiiliit'tiililil ~ I 1 I ' oo~ 0 la ~~!ii~li,ii~;~I, ~11~liin ~~II~III!~~~~illi! ~5~~J~~Q~~>o~m~~~~M~~~~5Qi~~~~~~~~~>Qn~~ ~ ~~ ~:!l ~~",$i1!"''''~Qi1!Q)>:~~~ Q~~~Q~:l!;S" ",151518" ~ >~ ~~ ~~>.~~~ ~~~~ ~~ ~~~~~~ ~ o>~~~ ~ . ~ ~~ ~~~~. >>~ ._~~.~ > x ~.> ~ili~iliili~mili~ilJ~iliili~ilif:J:iliiliili~ili~iliiliiliiliii~, ~~iliiliiliili~iliiliiliiliili I ~ ',' I" ~ P H' i, ~ _ N...i.. ", - , -.. ~ ._G_ON~~_~~~N~~~~~N_~G__N_G~NN_NWNNN~W~~. - ~ _ . . N G_ ~ ~ ~ 3&g&~8~&&&~&8~&~ -.,., , ( ! II o 6' o ~ ~n ~ ~ \. ~ ~ ~ '" ~,~ ~ ~ ~ ~ c i \~ 7'l t. '{j t., 4 ,.., ~-, l= ...:. ~n ...8 OIC ~:a. ~z ....c 3 i ... "II DO a:l '" ... 9. ... c..:. On :z:n ZO c 11I::1 .. (')z i!; 3:41 c I o co'" ~- -::I ~< COO - -. con III'" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVIDlMl..-TAXE5-, INHERITANCE TAX DIVISIOIf; . PO BOX Z80601 HARRISBURG PA 171Z8-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-18-2005 MILLER 12-17-2004 21 04-1187 CUMBERLAND 101 APPEAL DATE: 12-17-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9Y!_~~9~~_!~!~_~!~~______~___~~!!!~_~g~~~_~g~!!g~_~g~_ygY~_~~99~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOSEPH P FILE NO. 21 04-1187 ACN 101 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax :, ~"') LOWELL ~ GATES ESQ GATES ETAL 1013 MUMMA RD STE 100 LEMOVNE PA 17043 ESTATE OF MILLER TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED ll) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 1.120.00 43,358.00 94,638.00 (8) REV-1547 EX AFP (06-05) JOSEPH P (9) llO) 14,841.00 DATE 10-18-2005 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 139,116.00 21.52] 00 117,595.00 .00 117,595.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 6.680.00 ll1) ll2) ll3) ll4) .00 X 00 = .00 117,595.00 X 045 = 5,292.00 .00 X 12 = .00 .00 X 15 = .00 ll9)= 5,292.00 ~ .. .k." l+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-11-2005 ...., CDOO5046 178.95 3,400.00 07-29-2005 ....... CD005635 .00 1,722.00 TOTAL TAX CREDIT 5,300.95 BALANCE OF TAX DUE 8.95CR INTEREST AND PEN. .00 TOTAL DUE 8.95CR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. QJ. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 GATES LOWELL R 1013 MUMMA RD STE 100 LEMOYNE, PA 17043 RE: Estate of MILLER JOSEPH P File Number: 2004-01187 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing lS due by: 12/17/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~L~L)j~ </ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \ cJ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 MILLER JOSEPH J 113 A STREET P.O. BOX 74 PLAINFIELD, PA 17081 RE: Estate of MILLER JOSEPH P File Number: 2004-01187 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/17/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 CRUM LINDA K 802 LANCELOT AVENUE MECHANICSBURG, PA 17055 RE: Estate of MILLER JOSEPH P File Number: 2004-01187 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/17/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel \ ~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE EST ATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Joseph P. Miller December 17,2004 Will No.: 2004-01187 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: I. State whether administration of the estate is complete: Yes 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? No B. The separate Orphans' Court No. (if any) for the personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court a d may be attached to this report. / Date: December 15, 2006 '''J II h Lowell R. Ga es, Esq. PA J.D. # 46 79 GATES, LBRUNER & HATCH, P.C. 1013 Mum a Road, Suite 100 Lemoyne, A 17043 (717) 73 1-9600 SZ :2 l-Jd B I 330 gOaZ Capacity: Counsel for Personal Representative