HomeMy WebLinkAbout02-0894
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-, '62 EX(' '-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
___h___ fold
ESTATE INFORMATION: SSN: 189~O9~4144
FILE NUMBER: 2102-0894
DECEDENT NAME: MILLER THEODORE R
DATE OF PAYMENT: 10/03/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: OS/26/2002
NO. CD 001687
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6.73
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN ESQUIRE
CHECK#18992
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
-
$6.73
MARY C. LEWIS
REGISTER OF WILLS
1'/- 902-0
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-ISO EX AFP (U-D2l
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2002
MILLER
05-26-2002
21 02-0894
CUMBERLAND
101
THEODORE
R
Allount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REij:E;'4TEX--"FP--foFoz'--NOYicE--OF-i:iiiiEifiTiii.rClrTAX-A-PPRA-isEifENT:--"Li-owiii.rci-oii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER THEODORE R FILE NO. 21 02-0894 ACN 101 DATE 11-19-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
[1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
250.80
1,618.99
.00
(8)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule X)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule ~J
14. Net Value of Estate Subject to Tax
1,869.79
(9)
(10)
785.00
NOTE: IT an assessment was issued previously, lines
reTlect Tigures that include the total OT ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16J
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
935.17
(11)
(12)
(13)
(14)
] .7?D ] 7
149.62
.00
149.62
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
149.62 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
6.73
.00
.00
6.73
TAX CJ>EDITS:
.., " [+T AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10 03-2002 CDOO1687 .00 6.73
TOTAL TAX CREDIT 6.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
--
/?-/O -:5>
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
-
REV-485EXAFP{Ol_05l
MICHAEL CHEREWKA
CHEREWKA & RADCLIFF
624 N FRONT ST
WORMLEYSBURS PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-24-2003
STETlER
09-21-2001
21 01-0894
CUMBERLAND
201
KATHRYN
H
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
RESISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
RE;;=483--Ex-iiFP--Coi:-03j-----.li-No-iicE--oF--OETE-RHINiiiIifN-ANii-As-sESS-MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF STETLER
KATHRYN
H FILE NO.21 01-0894
ACN 201
DATE 11-24-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
32.735.01
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
42.093.45
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
42,093.45
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEl PT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE [IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
MICHAEL CHEREWKA
CHEREWKA & RADCLIFF
624 N FRONT ST
WORMLEYSBURG PA 17043
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 2806Dl
HARRISBURG, PA 17128-0601
REV-75'EXAFPCUl_021
12-01-2003
STETLER
09-21-2001
21 01-0894
CUMBERLAND
202
KA THRYN H
Allount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forI! with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
R"E-.;:736--EirAFP-Tcii:-oiin-----..-Nlj'fIc"E--or,--IiEi'rRHIijiiTIlfti-Aifli-As-sESS-MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF STETLER
KATHRYN
H FILE NO.21 01-0894
ACN 202
DATE 12-01-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
32,735.01
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
42,093.45
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
42,093.45
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS.J
---
REV 1500 EX + (6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT. 280601
HARRISBURG, PA "128~0601
DECEOENT'S NAME(lAST, FIRST, AND MIDDLE INITIAL)
Miller Theodore R.
DATE OF DEATH (MM-DD~YEAR)
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust
/
OFFICIAL USE ONl Y
FILE NUMBER
-5
21-02-~c.{
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
189-09-4144
THIS RETURN MUST BE FILE.D IN DUPLICATE W\TH THE
REGISTER OF WILLS
so IAL S CURITY NUMBEA
3. date of death
. Remamder Return prior to 12~ 13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
(Attach copy of Trust)
o 10. Spousal Poverty Credit 0 11. Ejection to tax under Sec. 9113(A)
(date of death between 1'2~3\~91 a\'\d \-1-95) (Attach Sch 0)
THIS SECTION MUST BE CoMPLETED. ALL CORRESPONDENCE & CONFIDEIIITIALJAX INFORMAtIoN SHOULD BEOIRECTEll'TO:
NAME COMPLETE MAILlNG ADDRESS
(Attach copy of Will)
o 9. Litigation Proceeds Received
Ro er B. Irwin Es .
FIRM NAME (If Applicable)
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
71 49-235
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net ValLie of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
(1)
(2)
(3)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
2D.
149.62
None
None
None
None
250.80
1,618.99
None
785.00
935.17
x
X
X
X
.0 0
.0 45
.12
.15
OFFICIAL USE ONLY
(8) 1,869.79
(11) 1. 720.17
(12) 149.62
(13)
(14) 149.62
(15)
(16)
(17)
(18)
(19)
0.00
6.73
0.00
0.00
6.73
Copyright (c) 2000 form software only The Lac!cner Group, Inc.
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
700 Walnut Bottom Road
CITY I STATE ~I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page lUne 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6.73
Totol Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Tolollnlerest/Penolty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WillS, AGENT
ii:~:ti~~~~i:~~~!~~iy~~:;~i~tt8!~~~ii:~J~~y~i8i~i~:i~~:i:~t~~I~~ii~~i
1. Did decedent make a transfer and:
0.00
0.00
6.73
0.00
6.73
"X"
i;~my~i~iii~~~i~i8~i~i;~Y~:~t~~i~~i:i::::
Yes No
~~
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
o
o
o
IT]
IT]
IT]
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge.
SIGNATUREOF PERSON RESPONSIBLE FOR FILING RETURN Lester W. Mi ller
_ _ _1.~?9_ _C:?O_,!y,,!,_": _ll.?_"c1_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
Gardners, PA 17324
GNA URE OF PREPARER OTHER THAN REPRESENTATIVE IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
---c,,;:'l-{si,,- -. PA - - i i6i'l- -- -- - --- - - -- - ---- - ----
DATE
/,p /~~/.d~
DATE....
For dates 0 deat 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
survivingsp is3%[72P.S.9116(0)(1.1)(;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) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(0)(11].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)j. 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.
Copyright (cl 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV -1508 EX + {1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Theodore R. Miller
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
55!1 189-09-4144
OS/26/2002
FILE NUMIlER
21-02-
Include the proceeds of litigatJon and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 Cash on hand
DESCRIPTION
VALUE AT DATE
OF DEATH
250.80
TOTAL (Also enter on line 5, Recapitulation) $ 250.80
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1S09EX ~(l-91)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Theodore R. Miller
SCHEDULE F
JOINTLY-OWNED PROPERTY
55!1 189-09-4144
OS/26/2002
FILE NUMBER
21-02-
If an asset was made jOint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT T~NANT(S) NAM~
Lester W. Miller
ADDR~SS
1250 Goodyear Road
Gardners, PA 17324
RELATIONSHIP TO DECED~NT
son
B.
c.
JOINTLY-OWN~D PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF D~ATH
IT~M FOR JOINT MADE Include name of financial institution and bank DATE OF D~ATH D~CD'S VALUE OF
account num'oeT or similarldentlfying number,
NUMB~R T~NANT JOINT Attach deed for Jointly-held real estate. VALU~ DF ASS~T INTER~ST D~C~DENT'SINT~R~S
1 A 09/01/67 '1&T Bank, checking account 3,237.98 50.00% 1,618.99
TOTAL (Also enter on line 6, Recapitulation) $ 1,618.99
T
(It more space is needed insert additional sheets of the same size)
Copyright (c::) 1996 form software only CPSystems, Inc.
Form REV-1509 EX (Rev. 1-97)
REV-1S" EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Theodore R. Miller
551ft 189-09.4144
OS/26/2002
FILE NUMBER
21-02-
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Grace United Methodist Church
20.00
B.
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
IIp
Year(s) Commission Paid:
Z.
3.
Attorney's Fees IRWIN McKNIGHT '" HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
750.00
City
Relationship of Claimant to Decedent
State
IIp
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Register of Wills . filing fee
15.00
TOTAL (Also enter on line g, Recapitulation) $ 785.00
(It more space is needed. insert additional sheets of the same size)
Copyright (c) 1996 form software onfy CPSystems.lnc. Form REV-1511 EX (Rev. 1-97)
REV -15'2 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERl1 ANCE TAX RETURN
RESI DENT DECEDENT
ESTATE OF
Theodore R. Miller
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
55ft 189-09-4144
OS/26/2002
FILE NUMBER
21-02-
Include un reimbursed medical expenses.
ITEM
NUMBER
1 Continuing Care RX
DESCRIPTION
AMOUNT
48.10
2
Forest Park Health Center
887.07
TOTAL (Also enter on line 10, Recapitulation) $ 935.17
(If more space IS needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev, 1-97)
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Theodore R. Miller
OS/26/2002
FILE NUMBER
21-02-
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not ListTrustee(s) OF ESTATE
88/1 189-09-4144
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [inctudeoutrightspousal distributions,and.
transfers under Sec. 9116(a)(1.2)]
SON 1/2 REMAINDER
LESTER W. MILLER
1250 GOODYEAR ROAD
GARDNERS PA 17324
DAUGHTER 1/ 2 REMAINDER
AILEEN Z. MONISMITH
1515 LONGS GAP ROAD
CARLISLE PA 17013
WINIFRED GOSSARD (deceased)
DAUGlITER
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS.
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space \s needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, THEODORE R. MILLER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
I. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I give and bequeath all of my estate of every nature and wherever situate to my three
children, share and share alike, or to the survivors or survivor if any of my children predecease
me.
If my daughter Winifred has not repaid me the $2,700.00 which she borrowed in
September, 1990, this amount will be deducted from her share if she is still living at the time of
my death.
3. If all of my three children have predeceased me, I give and bequeath all of my estate of
every nature and wherever situate to my eleven (11) grandchildren, share and share alike.
4. I nominate and appoint Lester W. Miller to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Aileen Z. Monismith, as substitute executrix, also to serve as such without bond, with the
same powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services ofIrwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this t." day of March,
1995.
~~--- k ::!t.s'fL (SEAL)
THEODORE R: MIU ER
Signed, sealed, published and declared by THEODORE R. MILLER, the testator above
named, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
~jJ/~(
2
ACKNOWLEDGMENT ANDAFFIDAVIT
WE, THEODORE R. MILLER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator
signed and executed the instrument as his Last Will and that he had signed willingly, and that he
executed it as his free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed the Will as a witness 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.
~)Z~L
THEODORE R. LER
13J.j;~ 11 ~}(l1l:Mfl
B ZIA.MO SON
~~il / ~-tJffid
HERYL L. CLELAND
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by THEODORE R. MILLER, the
testator herein, and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND witnesses, this 1.1'.' day of March, 1995.
(
~M&rBank
August 27, 2002
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
THEODORE R MILLER
5/26/2002
To Whom It May Concern:
Identified below is the account information requested.
l. M&T Bank accounts in which the decedent's name appears:
CHK
720275
o.PENED 9/67
THEo.Do.RE R MILLER
LESTER W MILLER
4319
D.o..D. Accrued Interest
Balances
(Includes ACCL
Int.)
$3237.98 $.00
Account
Type
Account Number
Account Title
o.pening Branch
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount o.wed
Account Description
NO. Safe Deposit Box titled in the Decedent's name existed at our office.
rfyou have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK Co.RPORA nON
BY:
-etU~~ ~~'-'
Authorized Signature
DATE:
'Y~;Y7~()~
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 701, Buffalo, NY 14240-0767