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Home My WebLink About09-24-15 _J 1505618627 3M464710.000 Pennsylvania OEPA ENT OF REVENUE Ex(03-14)ITP) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 14 1144 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11212009 05021921 Decedent's Last Name Suffix Decedent's First Name MI MILLER, JR . ARTHUR M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MILLER CYNTHIA B THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X1 1. Original Return 2. Supplemental Return ❑ 3. Remainder Return(date of death ❑ prior to 12-13-82) 4. Agriculture Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) ❑ 7. Decedent Died Testate 8. Decedent Maintained a Living Trust _ 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) El10. Litigation Proceeds Received 11. Non-Probate Transferee Return F 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) ❑ 13. Business Assets 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ELIZABETH P . MULLAUGH 717-237-5243 First Line of Address 100 PINE STREET Second Line of Address PO BOX 1166 City or Post Office State ZIP Code HARRISBURG PA 171081166 Correspondent's email address: E M U L L A U G H a@ M W N - C 0 M REGISTE"F WILLS USE CFNLY REGISTER OF WILLS USE ONLY << ri DATE FILED MMDDYYYY O rCf) (7) (77 ' '✓ C, DAT E'FILED,STAMPTI -'1 1 _? C7. ZE ►—' r' M Cn PLEASE USE ORIGINAL FORM ONLY Side 1 I Iillil VIII VIII II II I III I III I III IIID III�VIII IIII IIII 1505618627 1505618627 J 1505618635 REV-1500 EX(TP) Decedent's Social Security Number Decedent's Name:MILLER, JR - ARTHUR M RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 0 . 00 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. 0 • 00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C). , , , , 3_ 0 - 00 4. Mortgages and Notes Receivable(Schedule D). . . . . . . . . . . . . . . . . . 4. 0 • 00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E), , , , , . 5. 301106 - 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested. . . . . 6. 0 • 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested, . . . . 7. 0 • 00 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8. 30 -1106 - 00 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 176 • 00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1), . . . . . . . . . 10. 0 • 00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. 176 - 00 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12, 29,930 • 00 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 13, 0 - 00 14. Net Value Subject to Tax(Line 12 minus Line 13), , , , , , , , , , , , , , , , 14, 29-1930 • 00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers uri�er Sec.9116 (a)(1.2)X.0_ 291930 . 00 15. 0 . 00 16. Amount of Line 14�axable at lineal rate X.044- 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0 . 00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ 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 person responsible for filling the return is based on all information of which preparer has any k npw4d,9e. SIG F P RS P SI LVOfMLI RETURN D E ADDRESS 700 CREEK ROAD CAMP HILL, PA 17011 REPAIRER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DAT ZZ �b A 6- P O BOX HARRISBURG, PA 17108-1166 Side z 6 18 6 1505618635 3M464810.000 REV-1500 EX(TP) Page 3 File Number Decedent's Complete Address: 21 14 1144 DECEDENTS NAME MILLER, JR . ARTHUR M STREET ADDRESS 5225 WILSON LANE, APT . 3151 CUMBERLAND CITY STATE ZIP MECHANICSBURG PA Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0 . 00 2. Credits/Payments A. Prior Payments 0 . 00 B.Discount 0 . 00 (See instructions.) Total Credits(A+B) (2) 0 . 00 3. Interest (3) 0 . 00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0 . 00 5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 . 00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING.QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . . . . . ❑ c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . . . . . ❑ 2. If death occurred after Dec. 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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116 (a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a step-parent of the child is 0 percent[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 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. 3M4671 4.000 REV-1508 EX,(08-12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: _ARTHUR M. MILLER, JR. 21 14 1144 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 100 Par M&T Bank Certificate of Deposit 30,106 Valued per proceeds received upon closing account in 2015 TOTAL(Also enter on line 5,Recapitulation) $ 30,106 2w48AD 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1517 EX-(08-13) SCHEDULE H pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ARTHUR M. MILLER JR. 21 14 1144 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 None B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 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: 176 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. None TOTAL(Also enter on Line 9,Recapitulation) $ 176 3w46Ac 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ARTHUR M. MILLER JR. 21 14 1144 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec. 9116(a)(1.2).] 1. Cynthia B. Miller 5225 Wilson Lane Apt. 3141 Mechanicsburg, PA 17055 100% of estate residue Surviving Spouse 29,930 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. [[ NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0 9W46Ai 2.000 If more space is needed, use additional sheets of paper of the same size. McNees Wallace & Nurick LLC 100 Pine Street• PO Box 1166 • Harrisburg,PA 17108-1166 Linda M.Eshelman, Pa.C.P. Tel: 717.232.8000 • Fax: 717.237.5300 Estate Paralegal Direct Dial:717.237.5210 Direct Fax:717.260.1640 leshelman@mwn.com September 22, 2015 ,v Register of Wills VIA CERTIFIED MAIL a rn Cumberland County Courthouse �; 70 G One Courthouse Square, Suite 102 rn -fl d Carlisle, PA 17013 '' 7_1 ,T rn - o RE: Estate of Arthur M. Miller, Jr. Cumberland County File No.: 21-2014-1144rn r o Ladies and Gentlemen: cn Enclosed for filing for the above-referenced estate are the following documents: • Pennsylvania Inheritance Tax Return (two originals) - No tax is due on the Return. • Inventory (one original) Please date-stamp the copies enclosed and return to us in the stamped envelope provided. T nk you. o rs trul Linda M. Eshelman, a. . Estate Paralegal LME/Ime Enclosures c: Gregory L. Sutliff(w/copy of enclosures - via e-mail) www.mwn.com HARRISBURG, PA • LANCASTER, PA • SCRANTON, PA • STATE COLLEGE, PA 0 COLUMBUS, OH 0 WASHINGTON, DC .......................................... t1.S.PpSTAGE>?►1TNEraow S loll McNees 02jpv $ 0 947,4 72bb 9904 2040. 0903 43 Q8�'�9 Wallace & Nurick «c 0001.369981SER 22, 2015. line Street•PO Box 1166•Harrisburg,PA 17108-1166 First Class Mail. REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE SUITE 102 t; � CARLISLE PA 17013 r 'f t C13 G) C7 CI7 -T1