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HomeMy WebLinkAbout01-0681 Estate of Evel yn M. Mill er also known as PETITION FOR PROBATE and GRANT OF LETTERS No. ~-Ol- Otoil To: Social Security No. . Deceased. 197-10-134? Register of Wills for the County of r. 11 m h p r 1 ::I n n in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executn r named in the last will of the above decedent, dated Au g us t 11 , 19~ and codicil(s) dated Will names decedent's husband.. Arthur F. Miller. as Executor. He predeceased her. dying on M~rch lS, 19R5 Will names n::lllph;n nppoq;r R::Ink ::Inn 'T'rllqr Com.p::lny ::Ie: h;e: ~11ccessor AllfirstTrust Company of Pennsylv3n1~~M ~. 18 BUCCQB80r to D3uphin Dcpooit. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cum be rIa n d her last family or principal residence at 8 0 1 Nor t h of r.~rl i Rl p. r.lImhprl ::Inn r.ollnry. PA (list street, number and muncipality) County, Pennsylvania, with Hanover Strept. Rorollgh Decendent, then 9 1 years of age, died J u n e 2 7 ,xli ? 00 1 , at r. h 11 r rho fr;o n Horn P, r. ::I r 1 ; e: 1 p J P A Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of reat estate in Pennsylvania situated as follows: $ gO,OOO $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est am e n tar y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Vl <I) u i:: <I) ~3 <I).... ~<I) i:: -00 i::';:: cu'.o 3~ <I) "- 50 ~ c 00 V5 ~j. Tomas E. Markin, Vice President Allfirst Trust 2 West High Street r.~rliRlp. PA 17011 OATH OF. PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l ss COUNTY OF CUMBERLAND J lit - l4-G ~ No.Q!J-'Of-O&~1 Estate of EVELYN M. MILLER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW TnT y iD ~~. in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated All g 111=1 t 1 1, 1 q R 0 described therein be admitted to probate and filed of record as the last will of Evelyn M. Miller and Letters T est a ill e n tar y are hereby granted to All fir s t T r u s t Co ill pan y 0 f Pen n s y 1 van i a, N. A . Zu[),DO Probate, Letters, Etc. ......... $ . 0 . Cf 0 Short Certlficates(Z" '_' . . . . . . " $ . Ren.-iatieni~~ :~ TOTAL _ $ , Filed . .~'-I.1O.t MU/............ FEES D~l~ F ahygh~rt~ Jr AITORNEY (Sup. Ct. I.D. No.) 19373 35 East High Street, Suite 203 ADDRESS Car 1 i s 1 e, PAl 7 0 1 3 (717) 241-4311 PHONE ['his is to certify that the information here given is correctly copied fron: an original certificate of death dul~ filed with me as Local Regisrrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. t2rc.,. / c:g ~-r Loca Registrar Fee for this certificate, $2.00 p 7431010 JUN 2 9 20m Date a Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (Firs, Middle. Last) 1. SEX 2. Female STI\I'E fiLE NUMBER SOCIAL SECURITY NUMBER 3. 197 10 - 1342 DATE OF OE1J"H (Month. Day. Year) 4. June 27,01 CUmberland Carlisle BIRTHPLACE (Cily end PLACE OF DEATH (Check only one - _ instrUCIions OIl oIhel side) Slate or Foreign Counlty) HOSPITAL: OTHER: Inpatient 0 ER/Oulpelient 0 OOA 0 NUI8l~ 19107. Fairfiel ... Home FACILITY NAME (" not inelilution. give 8ll'eet end number) =ifylO 5. 91 COUNTY OF DER'H UNDER 1 DAY HouI8 . Mlnulee i lb. Ie DECEDENT'S USUAL OCCUPoV'ION (G1.e kind 01 WOII< done durinIl most cx:Jn~ Ih; do not use relired.) Miller's Market A 11a. lIb. DECEDENT'S UAlUNG ADDRESS (Street. CilyflOwn, State, Zip Code) 801 North Hanover Street Carlisle, Pa 17013 DECEDENT'S ACTUAL RESIDENCE (See in8ll'uctions on othe< side) WAS DECEDENT EVER IN U.S. ARMED FORCES'! Yea 0 NoXJ Pa MARITAL STnlJS - Married Never Married. WIdowed, Divorced (Specify) 14. Widowe<i 17e.O Yes. decedentllved I.. twp Cumberland Old dececlent live In a township? ('.ATl ;!::lp citylboro 17a. Stale 11. FIUHER'S NAME (First. Middle, Last) 1.. Harry E. Rose INFOR~~vmrler 17b. c<'un Removal from Stale 0 ou ~ \ : d. WERE AlIlOPSY FINDINGS ,4MtdLABLE PmOR 10 COMPLETION OF CAUSE OF oe.<crH? DUE 10 (OR AS A CONSEQUENCE OF): MANNER OF DEATH OIUE OF INJURY (Month. Day, 'IlIar) TIME Of' INJURY INJURY AT WORK? DESCRIBE HCMIINJURY OCCURRED Natural ,er o o Homicide Yea 0 No 0 Suicide Pending 1_1gaI1on Could not be delermlned o o o PlACE OF lNJUftV . At home, farm, ....... factory, olllca M. bulktlng, etc. (Specify) 308. Yes 0 Nod<f Accidenl 2Ib. CERTIFIIR (Check only one) .CERTll'Y1NG Pt4YSlCIAN (Physician ce<1IIying cause 01 delllh when anoIhel physician haS pronounced death and completed Item 23) To the beat 01 lilY kIIowIecIge. claathocc:urqcI due la theca-<a) and me......... NIed. .. . ............,...... ............. . ..... . .......... 21. l~/,~/,/I ~ o.ue SKJNEb~'Y' q; PRACTICE 303 N. BALTIMORE AVE. MLHQU y ~~NGUA 11M-Ii .PAONOUNClNQ AND CERTIFYING PHYSICIAN (Physiclan bolh pronouncing d....1h and certdyirlQ 10 cause 01 death) To the beat 01 lilY kIIowIecIge. death occ:urrad althellllle. dale. and~, and due la the cauaa(a) and _.. alalec1.. . . . . . . . . . . . . . . . . . . . . . . . . "MEDICAL EXAMINER/CORONER On the buIa ot eaamlnatlon lIrlCIIor Investlg8tlon. In my opinion, death occurred .t the time, date, and place. and due to the eauae(a) and __alated..........,.............,........................................................................ . 31a. REGISTAAR'S SlGNRURE AND NUMBER o 34. , LAST WILL AND TESTAMENT OF EVELYN M. MILLER I, EVELYN M. MILLER of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath all of my estate of whatever nature and wherever situate unto my husband, Arthur F. Miller. III - Should my said husband predecease me, then I devise and bequeath my said estate in four equal shares as follows: A. One share to my son, Charles W. Miller, if living, and if not, to his issue; B. One share to my son, Richard F. Miller, if living, and if not, to his issue; C. One share to the issue of my deceased son, James R. Miller; D. One share to my daughter, Kathryn E. Zink, if living, and in which event, her share shall be charged with the advancement of $30,000 for funds which I have used in the pur- chase of a home at 406 Herman Avenue, Lemoyne, PA for her, and which is held by her and my husband and I as joint tenants with right of survivorship, and which will have survived to her at the time of my death if she outlives me. If she predeceases me, then I devise and bequeath her share to her issue and if the said house has survived to me by virtue of her prior death, then the foregoing charge for the $30,000 advancement is hereby eliminated. IV - ~. appoint Dauphin Deposit Bank and Trust Company, ARNOLD, SLIKE & BAYLEY ATIORNEYS AT LAW Lemoyne, Pennsylvania, guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not CAMP HILL. PENNSYLVANLA 17011 ct ~ -';n/ /11- 711 dL. A.) Page I ARNOLD, SURE & BAYLEY ATIORNEYS AT lAW CAMP HILL. PENNSYLVANIA 17011 otherwise specifically done so. Such guardian shall have the power to u~e principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsi- bility, to the minor or to the minor's parent or to any person taking care of the minor. v - I appoint my husband, Arthur F. Miller, Executor of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint the said Dauphin Deposit Bank and Trust Company to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the / I t'i day of ~ ' 1980. ~ . ~7n 7r;Jb) - ~ M. Miller (SEAL) Signed, sealed, published and declared by EVELYN M. MILLER, Tes- tatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. j'/'y }'~'~'<'" Vi/ /) ", ..- l f1 ( I L- 0[. vl./ ./ /:,. /// u... " '--{:-<-.--' Name "//, ./ ,~.// / //- /.,' ._7 ,7 a . ~ .' (/: '-,LC ,</ " /~'/ Ad~r~s~ /" .' Cf~.-Jd ~ Name ~h.t J.J~" ~ , Address Page 2 1 COMMONWEALTH OF PENNSYLVANIA) SSe COUNTY OF. CUMBERLAND) I, EVELYN M. MILLER , the testatrix whose name is signed to the attached or foregoing instrument, having been duly quali- fied according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it will- ingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, bY//~ EVELYN M. MILLER, the testatrix this t, day of *- UM....I~, 19 80 . ~4 ~ ~.ti.~ Ndtary Public Thelma S J~ r . . /!I.C,,~fJj':n. N'Jt~ p . My Comllli~~f-,n ': . ry ubl,( , tlClr"s" c'mp Hill, PA .' N~' J, J984 Cumberiand County. COMMONWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND) WE, the undersigned, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose arid say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that EVELYN M. MILLER signed willingly and that EVELYN M. MILLER executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrixsigned the will as witnesses; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. C./:,", ._,' i I ""~ ,n 1 / ( ( Co'. . _I ( or _ -._ . ).1. /,(1) .' ) - I.. / (:' '- LZ,,? ~~-~ RNOlD. SlIKE & BAYlEY ATTORNEYS AT LAW 2109 MARKET STRE ET AMP HILL, PENNSYlVANIA 1/011 Sworn to and subscribed before me this if d day of ~ ' 1980 ~c/ ~ ~k~ Notary Public Thelma S. McCausfin, Notary Publir My Commission Expirc:s Jtl.y 1, 1984 Camp Hill, PA Cumber:and County c CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Evelyn M. Myers Date of Death: June 27, 2001 Estate No. 21-01-681 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 July 23, 2001 Name Address Richard F. Miller 106 Rolo Court Mechanicsburg, PA 17055 Susan Lacheney 5730 County Road 926 Nevada, TX 75173 Craig Turner 437 Second Street West Fairview, PA Evelyn L. Maze 285 Bishop Drive Gainesville, FL 32607 Ronald Turner 1437 Apple Circle, Apt 188 Mechanicsburg, PA 17055 Rule Notice has now been given to all persons entitled thereto under 5. :~:: ::~e::Ol N/A ~r %lJ Dale F. Shughart, Jr. 35 East High Street, Suite 203 Carlisle, PA 17013 . Telephone (717) 241-4311 Date: Capacity: Personal Representative Counsel for personal representative IMPORTANT NOTJ:CB NOTzeB OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPBRTY PROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Evelyn M. Myers, deceased, Estate No. 21-01-681 TO: Richard F. Miller 106 Rolo Court Mechanicsburg, Pa 17055 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Evelyn M. Myers, died on the 27th day of June, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Allfirst Trust Company of Pennsylvania, N.A. 2 West High Street Carlisle, PA 17013 (717) 240-G711 The will has been filed with the office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting :::e~eg::::r2:~ :~::s and ~~~.dUPlication. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for personal representative IMPORTANT KOTICH NOTICB OJ' ESTATE ADJaNISTRATZON THI:S NOTICE DOBS NOT MBAH THAT YOU WILL RECEIVE ANY MONBY OR PROPERTY PROM THIS ESTATE OR OTHERWiSE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Evelyn M. Myers, deceased, Estate No. 21-01-681 TO: Susan Lacheney 5730 County Road 926 Nevada, TX 75173 please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Evelyn M. Myers, died on the 27th day of June, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Allfirst Trust Company of Pennsylvania, N.A. 2 West High Street Carlisle, PA 17013 (717) 240-6711 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the~a~rgeB fO, ~lication. Date: July 23. 2001 @ \-> ~/_ ale F. v~'u9hart, r. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for personal representative IMPORTANT NOTICI: NOTICI OF BSTATE ADMINISTRATION THJ:S NOTICB DOBS NOT KBAN THAT YOU WILL RBCBIVB ANY MONBY OR PROPERTY FROM THIS BSTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Evelyn M. Myers, deceased, Estate No. 21-01-681 TO: Craig Turner 437 Second Street West Fairview, PA 17025 please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Evelyn M. Myers, died on the 27th day of June, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Allfirst Trust Company of Pennsylvania, N.A. 2 West High Street ' Carlisle, PA 17013 (717) 240-6711 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges fo duplication. ,./' hugh t Attorney Supreme our I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for personal representative Date: July 23, 2001 Capacity: DlPORTAN'l' HOTICB HOTICB OF BSTAT. ADIIIHIS'l'RATIOH THIS HOTIeB DOBS HOT JIBA.N THAT YOU W:ILL RBCBIVB ANY KODY OR PROp_aT'!' FROII THIS BSTAT. OR OTHBRWISlI Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Evelyn M. Myers, deceased, Estate No. 21-01-681 TO: Evelyn L. Maze 285 Bishop Drive Gainesville, FL 32607 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Evelyn M. Myers, died on the 27th day of June, 2001, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Allfirst Trust Company of Pennsylvania, N.A. 2 West High Street Carlisle, PA 17013 (717) 240-6711 The will haa been filed with the Office of the Register of Wills of Cumberland County. 1 Co~rthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges fo duplication. ,/ Dale F. S ugha ,ar. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for personal representative Date: July 23, 2001 Capacity: . DlPORTAN'l' RO'l'ICB NOTICE 0., :SSTAft ADJIIHISTRA'1'IOR THIS NO'l'ICB DOBS HOT IIBAH THAT YOU 1fJ:LL RBeBIVB ANY KORBY OR PROPBRTY "ROX THIS BSTA'l'B OR OTHBRWIS. whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Evelyn M. Myers, deceased, Estate No. 21-01-681 TO: Ronald Turner 1437 Apple Circle, Apt 188 Mechanicsburg, PA 17055 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Evelyn M. Myers, died on the 27th day of June, 2001, at Carlisle, CUmberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Allfirst Trust Company of Pennsylvania, N.A. 2 West High Street Carlisle, PA 17013 (717) 240-6711 The will has been filed with the Office of the Register of Wille of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charg for duplication. .,/ Date: July 23, 2001 , ug Attorney Sup 1.0. #19373 35 Bast High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for personal representative Capacity: COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION bl -6~ f NO. 21-_-~ FIRST AND FINAL ACCOUNT FOR THE ESTATE OF EVELYN M. MILLER AN INCOMPETENT PERSON STATED BY RICHARD F. MILLER SURVIVING GUARDIAN Date of Guardian's Receipt of Funds: October 31, 1997 Account stated for the Period: October 31, 1997 to June 27, 2001 Purpose of Account: Richard F. Miller, Surviving Guardian, offers this Account to acquaint interested parties with the transactions that have occurred during the administration of the guardian estate. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for addi tional information or questions or obj ections can be discussed with: Dale F. Shughart, Jr. 35 East High Street, Suite 203 Carlisle, PA 17013 Attorney for Richard F. Miller, Surviving Guardian (717) 241-4311 SUMMARY OF ACCOUNT AND INDEX Principal Receipts, personal property... ...... ...... ......... ...... 2 Receipts, real property .................................. 2 Principal Gains and/or (Losses) ...... ............... ..... 3 Income Receipts 3,4 Disbursements Principal and Income, combined .. ..... .... ...... .......... 4 Combined Balance for Distribution ... ...... .......... ..... 5 Reserve for Final Disbursements 5 Assets on Hand for Distribution 5 Schedule of Proposed Distributions... .... ..... ...... ..... 6 PRINCIPAL RECEIPTS Personal Property 1. PNC Bank, checking account #51-4004-3283 (Per bank statement 11/3/97) 13,345.25 2 . Harris Savings, C.D. Principal Accrued interest (per 12/31/97 deposit) 47,000.00 276.69 47,276.69 3. Household goods, furnishings and furniture (based upon net proceeds from auction sale) . 1,906.75 Total Personal Property Receipts - 62,528.69 Real Property Land and residential and store building located at 2164-2166 Market Street, Camp Hill, PA, value based upon actual sale price, approved by Court Order dated 1/19/99. . 160,000.00 Total Principal Receipts - 222,528.69 -2- PRINCIPAL GAINS AND/OR (LOSSES) 1/19/99 - Tax Prorations on sale of real estate. RECEIPTS OF INCOME 1997 PNC, checking account #51-4004-3283 (11/4/97 - 12/31/97) Rent received from Charles Miller (12/97) Social Security (12/97) 1998 PNC, checking account #51-4004-3283 (1/1/98 - 12/31/98) Social Security (Jan - Dec $727/mo.) 1999 PNC, checking account #51-4004-3283 (1/1/99-3/12/99) Pennsylvania State Bank, checking account #1020855 (2/19/99-12/31/99) Pennsylvania State Bank, savings account #26013359 (2/19/99-12/31/99) Social Security (Jan-Dec $735/mo.) 2000 Pennsylvania State Bank, checking account #1020855 (1/1/00-12/31/00) Pennsylvania State Bank, savings account #26013359 (1/1/00-12/31/00) Pennsylvania State Bank, C.D. #40266 (8/1/00-12/31/00) Social Security (Jan-Dec $754/mo.) -3- 602.85 15.19 500.00 711.00 1,226.19 557.00 8,724.00 9,281.00 58.34 251.41 6,265.11 8,820.00 15,394.86 219.81 5,588.45 690.76 9,048.00 15,547.02 2001 Pennsylvania State Bank, checking account #1020855 1/1/01-6/20/01 Pennsylvania State Bank, savings account #26013359 1//1/01 - 6/20/01 Pennsylvania State Bank, C.D. #40266 1/1/01 - 7/9/01 Social Security (Jan-June $778/mo.) Total Income November 1997 - June 2001. Combined Receipts of Principal and Income. DISBURSEMENTS OF PRINCIPAL AND INCOME CHURCH OF GOD HOME Cost of care 11/14/97 - 6/29/01 PharMeica, medicine 11/97 - 12/98 Brockie Pharmatech, medicine 12/98 - 6/01 Rutherford Insurance, medical insurance 11/97 - 6/01 RSR, real estate appraisal 11/18/98 Johnson, Duffie, Stewart & Weidner 1/99 - legal fees and costs H & R Block, preparing Income Tax Returns. Richard and Charles Miller, reimburse out of pocket expenses. Remaining balance of Principal and Income before final Disbursements. -4- 183.17 1,372.86 1,238.39 4,668.00 7,462.42 48,911.49 272,043.03 162,914.65 806.59 1,991.09 8,800.00 1,600.00 5,961.50 200.00 84.68 182,358.51 89,684.52 Reserve for Final Distributions Register of Wills, filing fees 500.00 Dale F. Shughart, Jr., preparation of Account 1,500.00 Total reserve - 2,000.00 Remaininq Balance for Distribution Principal Income 80,222.10 7,462.42 Combined Balance for Distribution. 87,684.52 Assets on Hand for Distribution 7/9/01. Balance in Pennsylvania State Bank Checking Account #10120855. 15,326.10 Balance in Pennsylvania State Bank Savings Account #26013359. 42,429.27 Balance in Pennsylvania State Bank C.D. #40266. 31,929.15 89,684.52 -5- SCHEDULE OF PROPOSED DISTRIBUTION Richard F. Miller, Surviving Guardian of the Estate of Evelyn M. Miller, an incapacitated person, being duly notified by Allfirst Trust Company of Pennsylvania, N.A., 2 West High Street, Carlisle, PA, that the Register of Wills in and for Cumberland County, Pennsylvania, has appointed Allfirst Trust Company of Pennsylvania, N.A., Executor of the Estate of Evelyn M. Miller, deceased, in proceedings docketed to Estate No. 21-2001-0681, the entire balance of principal and income on hand is to be distributed to Allfirst Trust Company of Pennsylvania, N.A., Executor, Estate of Evelyn M. Miller, deceased. Principal Cash Income, cash Combined Balance -6- 80,222.10 7,462.42 87,684.52 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND Richard F. Miller, Guardian of the Estate of Evelyn M. Miller, an incapacitated person, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account and Schedule of Distribution is true and correct and fully discloses all significant transactions occurring during the accounting pe~~ ; - Richard F.~ me, , 2001. NOTNULIIAL 80NNII L COYLI. NOTARY PUBLIC BORO ()II CMUIU. Ct*IIRLAND COUNTY MY COM___.....a OCTOBER 17 2002 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-0681 ESTATE OF EVELYN M. MILLER, DECEASED ------------------------------------ ------------------------------------ FIRST AND FINAL ACCOUNT OF Allfirst Trust Company of Pennsylvania, N.A., Executor -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Date of Death: June 27, 2001 Date of Executor's Appointment: July 20, 2001 Date of First Advertisement of Letters: July 26, 2001 Accounting for the period: June 27, 2001 to May 8, 2002 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: Allfirst Trust Company of Pennsylvania, N.A., Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Allfirst Trust Company of Pennsylvania, N.A. 8 West High Street Carlisle, PA 17013 (717) 240-6707 OR Dale F. Shughart Jr., Esquire 35 E. High Street, Suite 203 Carlisle, PA 17013 SUMMARY OF ACCOUNT Estate of Evelyn M. Miller, Deceased For Period of 06/27/2001 through 05/08/2002 Page Current Value Proposed Distributions to Beneficiaries 12 77,024.57 77,024.57 PRINCIPAL Receipts: Per Inventory Filed 3 Subseq Prn Receipts 3 Net Gain (or Loss) on Sales or Other Disposition 4 Less Disbursements: Debts of Decedent 5 Funeral Expenses 5 Administration Expenses 5-6 Federal and State Taxes 6 Reserves 6 5,508.46 4,910.00 2,259.79 8,800.00 12,024.28 Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 7 For Information: Investments Made Changes in Investment Holdings 8 INCOME Receipts: This Account 9 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements 10 Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 11 Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 11 2 Fiduciary Acquisition Value 103,242.41 5,536.50 0.00 108,778.91 33,502.53 75,276.38 0.00 75,276.38 1,855.61 0.00 1,855.61 107.42 1,748.19 0.00 1,748.19 77,024.57 --------------- --------------- RECEIPTS OF PRINCIPAL Assets as per Inventory filed: CASH: 06/27/01 Church of God Home - Refund 06/27/01 Pennsylvania State Bank Checking Account #10120855 - accrued interest 06/27/01 Pennsylvania State Bank Checking Account #10120855 - date of death balance 06/27/01 Pennsylvania State Bank Certificate of Deposit #40266 - accrued interest 06/27/01 Pennsylvania State Bank Certificate of Deposit #40266 - date of death balance 06/27/01 Pennsylvania State Bank Savings Account #26013359 - date of death balance 06/27/01 Pennsylvania State Bank Savings Account #26013359 - accrued interest 06/27/01 Prudential Financial Policy #502706523 - Life insurance proceeds 06/27/01 Rutherford Insurance Agency - medical insurance reimbursement SUBSEQUENT PRINCIPAL RECEIPTS: 04/18/02 Commonwealth of Pennsylvania - reimbursement of PA Inheritance Tax 4,753.54 5.21 10,326.10 162.63 31,748.45 53,429.27 24.24 2,578.78 214.19 5,536.50 TOTAL RECEIPTS OF PRINCIPAL............... 3 Fiduciary Acquisition Value 103,242.41 5,536.50 108,778.91 -------------- -------------- GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain 12/31/01 Pennsylvania State Bank Certificate of Deposit #40266 Net Proceeds Fid. Acq. Value 31,748.45 31,748.45 0.00 TOTAL GAINS AND LOSSES/PRINCIPAL........ ... 0.00 LESS LOSS............................. 0.00 NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . . 0.00 4 Loss 0.00 09/06/01 09/06/01 12/31/01 09/06/01 08/06/01 08/28/01 09/13/01 12/31/01 12/31/01 02/12/02 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT Brockie Pharmacy - medical expense Johnson, Duffie, Stewart & Weidner - Successor Co Guardian Fee Evelyn Miller Church of God Horne - nursing home expense 122.96 385.50 5,000.00 TOTAL DEBTS OF DECEDENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . FUNERAL EXPENSES Myers Harner Funeral Horne Inc. - funeral expense 4,910.00 TOTAL FUNERAL EXPENSES............ ... ... ... ......... ADMINISTRATION EXPENSES Dale F. Shughart, Jr., Esquire - Probate filing fee reimbursement Pennsylvania Vital Records - death certificate for Arthur Franklin Miller Dale F. Shughart, Jr., Esquire - Reimburse for cost of advertisement and proof of publication, The Sentinel and Cumberland Law Journal Cumberland County Register of wills - account filing fees Dale F. Shughart, Jr., Esquire - account preparation fee - guardianship Cumberland County Register of wills - filing PA Inheritance Tax and Inventory and $35.00 additional probate costs 5 224.00 3.00 181.79 113.00 1,500.00 63.00 5,508.46 4,910.00 04/18/02 09/26/01 Boyer & Ritter, CPAs - accountant fees 175.00 TOTAL ADMINISTRATION EXPENSES. . . . . . . . . . . . . . . . . . . . . . . FEDERAL AND STATE TAXES Cumberland County Register of Wills, Agent - prepayment of PA Inheritance Tax 8,800.00 TOTAL FEDERAL AND STATE TAXES........ .............. . RESERVES Allfirst Trust Company of PA, N.A. - Executor's Fee 5,162.14 Cumberland County Register of Wills - filing fees for first and final account 300.00 Dale F. Shughart, Jr., Esquire - Attorney fee 6,162.14 Fiduciary Income Tax 400.00 TOTAL RESERVES TOTAL DISBURSEMENTS OF PRINCIPAL..... . . . . . . . . . . . . . . . 6 2,259.79 8,800.00 12,024.28 33,502.53 -------------- -------------- # Units Description PRINCIPAL BALANCE ON HAND Current Value or as Noted Ark Money Market Portfolio 75,276.38 75,276.38 75,276.38 75,276.38 Fiduciary Acquisition Value --------------- --------------- --------------- --------------- 7 CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL Cost Pennsylvania State Bank Certificate of Deposit #40266 06/27/01 12/31/01 inventoried sold 31,748.45 (31,748.45) 0.00 8 RECEIPTS OF INCOME INTEREST Ark Money Market Portfolio 08/01/01 09/04/01 10/01/01 11/01/01 12/03/01 01/02/02 02/01/02 03/01/02 04/01/02 05/01/02 2.41 14.05 180.33 175.30 149.12 140.09 134.37 117.85 122.21 122.06 Pennsylvania State Bank Checking Account #10120855 12/31/01 02/19/02 48.52 18.47 Pennsylvania State Bank Certificate of Deposit #40266 12/31/01 Pennsylvania State Bank Savings Account #26013359 12/31/01 Prudential Financial Policy #502706523 10/22/01 post mortem interest TOTAL INTEREST INCOME..................... TOTAL RECEIPTS OF INCOME.................. 9 1,157.79 66.99 377.56 230.02 23.25 1,855.61 -------------- -------------- 1,855.61 -------------- -------------- 05/08/02 DISBURSEMENTS OF INCOME Allfirst Trust Company of PA, N.A. - commission on income 107.42 TOTAL DISBURSEMENTS OF INCOME.................. 107.42 10 # Units Description INCOME BALANCE ON HAND Current Value or as Noted Ark Money Market Portfolio 1,748.19 1,748.19 1,748.19 1,748.19 Description Principal Income Fiduciary Acquisition Value --------------- --------------- --------------- --------------- COMBINED BALANCE ON HAND Current Value or as Noted 75,276.38 1,748.19 Fiduciary Acquisition Value 75,276.38 77,024.57 77,024.57 1,748.19 -------------- ------------- -------------- ------------- 11 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Richard F. Miller Distribution of 1/3 share, in accordance with IIIB of the Last will an Testament Susan Lacheney Distribution of one half of 1/3 share, in accordance with IIIC of the Last will an Testament Evelyn L. Maze Distribution of one half of 1/3 share, in accordance with IIIC of the Last will an Testament Craig Turner Distribution of one half of 1/3 share, in accordance with IIID of the Last Will an Testament Less 1/2 share of advancement See calculation attached as EXHIBIT A Ronald Turner Distribution of one half of 1/3 share, in accordance with IIID of the Last will an Testament Less 1/2 share of advancement See calculation attached as EXHIBIT A 12 Current Value or as Noted 35,674.86 Fiduciary Acquisition Value 35,674.86 35,674.86 35,674.86 17,837.43 17,837.43 17,837.43 17,837.43 17,837.43 17,837.43 17,837.43 17,837.43 17,837.43 -15,000.00 2,837.43 17,837.43 -15,000.00 2,837.43 17,837.43 17,837.43 2,837.42 -15,000.00 -15,000.00 2,837.42 77,024.57 77,024.57 AFFIDAVIT Allfirst Trust Company of Pennsylvania, N.A., Executor under the Last will and Testament of EVELYN M. MILLER, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to its knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. Subscribed and sworn to before me this /3 day of ---JYJ 91= , 2002. G~J~ L, KJ1..~ Notary ublJ.c Notarial Seal Gwendolyn E. Killian, Notary Public Carlisle Boro. Cumberland County My Commission Expires Nov. 22. 2004 Member. Pennsylvania Association of Notaries 13 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the petition for Distribution to be offered in evidence at the audit of this account. n~ of Pennsylvania, N.A., Executor ent 14 EXHIBIT A Adjustment Calculation For Advancement As Per Article III.D. of the Last will and Testament of Evelyn M. Miller Balance for Distribution 77,024.57 Advancement 30,000.00 Adjusted Balance 107,024.57 Beneficiary Share Adjusted Advancement Net Balance Balance For Distribution --------------- ---------- ----------- ---------------- Richard E. Miller 1/3 35,674.86 .00 35,674.86 Susan Lacheney 1/6 17,837.43 .00 17,837.43 Evelyn L. Maze 1/6 17,837.43 .00 17,837.43 Craig Turner 1/6 17,837.43 (15,000.00) 2,837.43 Ronald Turner 1/6 17,837.42 (15,000.00) 2,837.42 ---------- ---------- --------- 107,024.57 30,000.00 77,024.57 ---------- --------- --------- ---------- --------- --------- ... ~ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Evelyn M. Miller No. 21-01-0681 Date of Death 06/27/2001 also known as ,Deceased Social Security No. 197 -10 -1342 Allfirst Trust Company of PA, NA, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of Attorney: Dale ~ Shughart, Jr., Esquire Signature: I.D. No.: 19373 Signature: Address: 35 East High Street Address: 8 West High Street Carlisle, PA 17013 Carlisle, PA 17013 Telephone: 717/241-4311 Telephone: 717/240-6707 Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 309,727.23 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems,lnc. Form ##RW-7 (1992) INVENTORY Estate of: Date of Death: County: Evelyn M. Miller 06/27/2001 Cumberland CASH: Church of God Home - Refund 4,753.54 Pennsylvania State Bank Checking Account #10120855 - Date of Death Balance Accrued Interest 10,326.10 5.21 Pennsylvania State Bank Certificate of Deposit #40266 - Date of Death Balance Accrued Interest 31,748.45 162.63 Pennsylvania State Bank Savings Account #26013359 - Date of Death Balance Accrued Interest 53,429.27 24.24 Prudential Financial Policy #502706523 - Life Insurance Proceeds 2,578.78 Rutherford Insurance Agency - Medical Insurance Reimbursement 214.19 103,242.41 TOTAL RECEIPTS OF PRINCIPAL....... ... ..... 103,242.41 ---------------- ---------------- 1 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 ALLFIRST TRUST 2 WEST HIGH STREET CARLISLE, PA 17013 n__n__ fold ESTATE INFORMATION: SSN: 197-10-1342 FILE NUMBER: 21 - 2001 - 0681 DECEDENT NAME: MILLER EVELYN M DA TE OF PAYMENT: 09/27/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2001 NO. CD 000322 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $8,800.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ALLFIRST TRUST CHECK# 20243518 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $8,800.00 MARY C. LEWIS REGISTER OF WILLS \., /6' -C)/ij' ~ -3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY~U07 EX AFP U1-02) .02 r1AY -3 1\11 :21 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-15-2002 MILLER 06-27-2001 21 01-0681 CUMBERLAND 101 EVELYN M THOMAS E MORKIN ALLFIRST TRST CO OF PA 8 W HIGH ST l;,..; CAR LIS L E (P~I'!li-7;O 13 AMount 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, subMit the upper portion of this forM with your tax paYMent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R'Ev=i6'ifj-ix--AFP--(Cfl-::Ozl-------...--iNHER'i'i'-ANCE-i"if-STATEMENi-OF-"Ccouiif--...---------------- ----- ESTATE OF MILLER EVELYN M FILE NO. 21 01-0681 ACN 101 DATE 04-15-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-01-2002 P R I NC I PAL TAX DUE: ...._.-.......__.........._..-........-..-...._...-..........-...........-........-............-.............-......-.........................-...........-..-..........-.........-................ 3,435.26 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-27-2001 CDOO0322 171.76 8,800.00 03-26-2002 REFUND .00 5,536.50- TOTAL TAX CREDIT 3,435.26 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l " /i'---t2~C~:3 \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT I AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Rec, DATE ESTATE OF DATE OF DEATH FILE NUMBER P12 :410UNTY ACN 04-01-2002 MILLER 06-27-2001 21 01-0681 CUMBERLAND 101 THOMAS E MORKIN ALLFIRST TRST CO OF PA 8 W HIGH ST CARLISLE .02 APH -1 *' REV-1547 EX AFP lOl-02) EVELYN M Allount Rellitted Cic)i," PA 170t~anb(.i 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 ~ REY=is4-j-iifAFP--(cff:02i--NCffici-OF--rNHiifiTANCi-yAx-jrpPRAIsiirENT~--Ar.iowAi'-ci-irR----------------- . DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MILLER EVELYN M FILE NO. 21 01-0681 ACN 101 DATE 04-01-2002 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 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 100.663.63 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllentel Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 18/816.07 5.508.46 (11) (12) (13) (14) NOTE: To insure proper credit to your account I subllit the upper portion of this forll with your tax paYllent. 100/663.63 24.324 53 76/339.10 .00 76/339.10 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 abb returns assessed to date. ASSESSMENT OF TAX: 15. Allount of line 14 at Spousal rate 16. A_ount of line 14 taxable at lineal/Class A rate 17. AlIOunt of line 14 at Sibling rate 18. Allount of line 14 taxable at Collateral/Class B rate 19. Principal Tax Due (15) .00 X 00 = .00 (16) 76/339.10 X 045 = 3/435.26 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 3/435.26 TAX CREDITS: .-nlnlOn. "IO~IO'" . II (+ J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-27-2001 CDOO0322 171.76 8/800.00 TOTAL TAX CREDIT 8/971.76 BALANCE OF TAX DUE 5/536.50CR INTEREST AND PEN. .00 TOTAL DUE 5/536.50CR · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDI'" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) J ,." STATUS REPORT UNDER RULE 6.12 Name ofDecedent: E V e..hl VI M) YV\ / 11 f IL. , Date, of Death: 5<< (1 'L -z, 7; ;);:Dr} J fdli,.~CI ~ 2-1 - 0 1- 6, cr/ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes .x No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the rphans' Court and may be attached to this report. Date: M-l/63 CV"\ N N 0- 0\ ..- Signature J7c:{/( f~ 5hL<rhC1f2-f SR. Name ~{t~f}/~;fJ~Z;'f~dJ Address I 7) '7 d--lfJ Lr'3 / / Telephone No. <t CL~ ~ :t: ~;~ '.~ "'l) .0 ;~ s= (t,) 5 GO Capacity: 0 Personal Representative o Counsel for personal representative ~; ~..:.~~ () iJ.) mcc a:: p Q;v' oK CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N liP c.. ;:).<{0-- OFFICIAL USE ONLY REV~ 1500 EX + (6-00) " REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODe YEAR SOCIAL SECURITY NUMBER 197-10-1342 THIS RETURN MUST BE ALED IN OUPUCATE WITH THE FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. Pit. 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Miller Eve1 DATE OF DEATH (MM-OD-YEAR) NUMBER 21-01-0681 DATE OF BIRTH (MM-OD-YEAR) 06/27/2001 06/01/1910 IF APPLlCABL SURVIVING SPOUSE'S NAME LAS, FIRST, AN MIDDLE INl IAl) REGISTER OF WILLS SOCIALS CUR1TYNUM EA X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. 40. 3 date at death . RemaInder Return prIor to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of WIll) o 9. litigation Proceeds Received Supplemental Return Future Interest Compromise (date of death after 12412-82) 7. Decedent Maintained a LIving Trust (Attach copy of Trust) o 010. Spousal Poverty Credit 0 11. Electfonto tax under Sec. 9113(A) (date of death between 12.31-91 and 141-95) (Attach Sch 0) THIS SECTION MI:JST'BECOMPlEl'E1li. Au.:, CORRESPOHDENCE& C08FIDENTlAbTAr.INf<llilMATION\Si'li:llItDSEDIREClE1U:O:; , NAME COMPLETE MAILING ADDRESS Thomas E. Markin FIRM NAME (If Applicable) A1lfirst Trust Com an of PA, NA TELEPHONE NUMBER 8 West High Street Carlisle, PA 17013 R E C A P I T U L A T I o N 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 Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests/Sec 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) 76,339.10 (1) (2) (3) NN '?3't, Cltl~, N~'" d N OFFICIAL USE ONLY :0 ~ -n rn CD (4) (5) Nohe 100,663.63 - VI -0 (6) None - Norie 0:' (8) 100,663.63 18,816.07 5,508.46 (11) (12) (13) 24.324.53 76,339.10 (14) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate. or transfers under Sec. 9116(aX1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. X . CHECKHEllEIFYOll,ARl!il'lE!:lUIii$1:INll:A,IlE'UNO;Ol'AN;'IlVEllPAYliIliNll. > > BE SURETO ANSWER ALL QUESTIONS ON REVERseSlDEAND1T~1lEc:itECitiItfA~lt1(;::; i, 1 ~,l " ?l;\,;", ;,: x ,0 0 (15) 0.00 76,339.10 X ,045 (16) 3,435.26 X .12 (17) 0.00 X .15 (18) 0.00 (19) 3,435.26 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 801 North Hanover Street CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,435.26 8,800.00 171.76 Total Credits ( A + B + C) (2) 8,971.76 3. Interest/Penalty if applicable Q. Interest E. Penalty ',"" !!i!!HW ji!ji'i'i;iiii: Total Interest/Penalty ( D + E) (3) 4. It 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. (S) A. Enter the interest on the tax dUe. (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB) Make Check Payable 10: REGISTER OF WILLS1. AGENT :::::::::::::;,.!ii!i:!:!!i!;;j.::!!!!!!!:fi.::::':::':;:~::::::.::_..,....,..",.:::::::'!:!::!i!:!!!!!!:::j!!!::.:i::i::::'::::::.,':":~'::"::::::::'::~.,::::,::::j!::::':::,:",:,:~::::::i':'::::::: :::!!!ii!:::::;:!::::::::::::,,:';;;;;!::f.:;::_.!!i!),.i~!iiiiiiiii:i;;:::::::!:::::::._i:::::~,.::;;:;:.:!i!!i!!!!:i!:i:!ii!:!!.,::!:!!!!:iii!ji!i;;ii 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 ar 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 "jn trust fo( or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 5,536.50 0.00 0.00 0.00 o o o []] []] []] Under peniloltles oi perjury, \ dec.\ilITe that \ 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 preparer has any knowledge. SlGNATUREOFP ~SONFlESPONSrBLEFORFILlNGRETURN Allfirst Trust Compa.ny of PA, NA j, 9('. . Lh ~/), ___a._~~_S.1;_?},.I~"'__S.1;,~_".1;____________________________ ,1" 1/: /.///~ I/d/~~ -' ,/jJ Carlisle, PA 17013 IGNATUREOFPREPAAEROTHE . REPRE);; ATIVE Dale F. Shughart, Jr. ~ - - -~ir f-{; ~~~~ P~~'i;-6i3 ?_'O~ !'~- - ~Q!- - - - -- - - - - - -- - -- DATE c2j-5/O~ DATE For dates of death 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% [72 P.S. 9116 (a) (1.1) (i)]. 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) (jj)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000; The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. 9116 (a) (1.2)~ The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aX1)]. 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)}. 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. Copyrlght (e) lOOO form software only The Lackner Group,lnc.. Form REV-150D EX (Rev, 6~OO) REV-1508 EX +(1-97) , SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Evelyn M. Miller SS# 197-10-1342 06/27/2001 21-01-0681 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 Church of God Home DESCRIPTION Refund VALUE AT DATE OF DEATH 4,753.54 2 Pennsylvania State Death Balance Accrued Interest Bank Checking Account #10120855 - Date of 10,326.10 5.21 3 Pennsylvania State Death Balance Accrued Interest Bank Certificate of Deposit #40266 - Date of 31,748.45 162.63 4 Pennsylvania State Balance Accrued Interest Bank Savings Account #26013359 - Date of Deatr 53,429.27 24.24 5 Rutherford Insurance Agency - Medical Insurance Reimbursement 214.19 TOTAL (Also onler on I;ne 5. Roc.pit";.I;on) $ 100,663.63 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, 1m:. Form REV-1508 EX (Rev. 1-97) REV-1511 EX +(1~91) .tOMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Evelyn M. Miller SSjf 197-10-1342 06/27/2001 FILE NUMBER 21-01-0681 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. 7. ~ 1 . 2 J .3 J J 4 AMOUNT DESCRIPTION 1 FUNERAL EXPENSES: Myers Harner Funeral Home, Inc. - Funeral Expense 4,910.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) A11first Trust Company of PA, NA Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 8 West High Street City Carlisle State PA Zip 17013 5,162.14 Year(s) Commission Paid: 2. 3. Attornels Fees Dale F. Shughart, Jr., Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 6,162.14 City Relationship of Claimant to Oecedent State Zip 4. Probate Fees Register of Wills 259.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Other Administrative Costs Cumberland County Register of Wills - Guardianship Account Filing Fees (Paid from Guardianship Account) 113.00 Cumberland County Register of Wills - Filing Inventory and Inheritance Tax Return 25.00 Dale F. Shughart, Jr., Esquire - Reimbursement for Cost of Advertising and Proof of Publication in The Sentinel and Cumberland Law Journal 181.79 Dale F. Shughart, Jr., Esquire - Reimbursement for Guardianship Account Preparation Fee (Paid from Guardianship Account) 1,500.00 Total of Continuation Schedu1e(s) 503.00 TOTAL (Also enter on line 9, Recacitulationl $ 18,816.07 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystelT'lS, Inc. Farm REV- 151 1 EX (Rev. '.97) Estate of: Evelyn M. Miller Soc See #: 197-10-1342 Date of Death: 06/27/2001 Continuation of Schedule H-B4 (Probate Fees) Item IF Description Amount 1 Dale F. Shughart, Jr., Esquire - Reimbursement for Probate Filing Fee 224.00 2 Reserve for Additional Probate Fees 35.00 259.00 Estate of: Evelyn M. Miller Soc Sec #: 197-10-1342 Date of Death: 06/27/2001 Continuation of Schedule H-B7 (Other Administrative Costs) Item If Description Amount Ii 5 Pennsylvania Vital Records - 1 Death Certificate for Arthur Franklin Miller 3.00 6 Reserve for Filing Fees and Final Tax Returns 500.00 503.00 REV-1512 EX ..'(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn M. Miller SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfl 197-10-1342 06/27/2001 FILE NUMBER 21-01-0681 Include unreimbursed medical expenses. ITEM NUMBER 1 Brockie Pharmatech DESCRIPTION Prescription Expense AMOUNT 122.96 2 Church of God Home Convalescent Home Expense 5,000.00 3 Johnson, Duffie, Stewart & Weidner - Attorney's Fee 385.50 TOTAL (Also enter on line 10, Recapitulation) $ 5,508.46 (If more space IS needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSysterns, Inc. Form REV-1512 EX (Rev. 1~97) REV~ 1513 EX + (9~OO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Evelvn M. Miller SSfF 197-10-1342 06/2712001 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 91 16(a}(1.2)] RELA IIONSHIP TO DEqqENT Do Not List Trustee(s) 1 Susan Lacheney 5730 County Road 926 Nevada, TX 75173 Grandchild 2 Evelyn L. Maze 285 Bishop Drive Gainesville, FL 32607 Grandchild 3 Richard F. Miller 106 Rolo Court Mechanicsburg, PA 17055 Son 4 Craig Turner 437 Second Street West Fairview, PA 17025 Grandchild FILE NUMBER 21-01-0681 AMOUN ~ OR SHARe OF ESTATE 1/6 Share of Residue 1/6 Share of Residue 1/3 Share of Residue 1/6 Share of Residue Adjusted for Advancement 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 S (If more space IS needed, Insert additional sheets of the same size) CopyrIght (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) Estate of: Evelyn M. Miller Sac Sec If: 197-10-1342 Date of Death: 06/27/2001 Continuation of Schedule J, Part I (Taxable Bequests) Item II Name and Address of Beneficiary Relationship Amount or Share of Estate 5 Ronald Turner 1437 Apple Circle, Mechanicsburg, PA Grandchild 1/6 Share of Residue Adjusted for Advancement Apt 188 17055 An"ot,p, SUIIE &: BAYLP.:T .IITTI'M",",' .IITUW _..~..S'OS'O..... '....III1....~.S'O.._...._ LAST WILL AND TESTAMENT OF EVELYN M. MILLER I, EVELYN M. MILLER of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. " II - I devise and bequeath all of my estate of whatever nature and wherever situate unto my husband, Arthur F. Miller. III - Should my said husband predecease me, then I devise and bequeath my said estate in four equal shares as follows: A. One share to my son, Charles W. Miller, .., ~. living, and if not, to his issue; B. One share to my son, Richard F. Miller. if living, and if not, to his issue; C. One share to the issue of my deceased son, James R. Miller; D. One share to my daughter. Kathryn E. Zink, if living, and in which event, her share shall be charged with the advancement of $30,000 for funds which I have used in the pur- chase of a home at 406 Herman Avenue, Lemoyne, PA f0r her, and which is held by her and my husband and I as joint ~enants with right of survivorship, and which will have survived to her at the time of my death if she outlives me. If she predeceases me, then I devise and bequeath her share to her issue and if the said house has survived to me by virtue of her prio~ death, then the foregoing charge for the $30,000 advancement is hereby eliminated. IV - I appoint Dauphin Deposit Bank and Trust Company, Lemoyne, Pennsylvania. guardian of any property whi=h passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not d;~ (~,........""rY1. 7J'1 dL. A..J Page I otherwise specifically done so. Such guardian shall have the power to u~e principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsi- bility, to the minor or to the minor's parent or to any person taking care of the minor. v - I appoint my husband, Arthur F. Miller, Executor of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint the said Dauphin Deposit Bank and Trust Company to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the / /1':1 day of ~".# , 1980. % ' .u7rJ 7l2-,/..t~/' . ~ M. Miller (SEAL) Signed, sealed, published and declared by EVELYN M. MILLER, Tes- tatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. \ . '. '.,'/," .{; v"J ~. . r. J' . leI;; ',t. {./ ,.' / / . Name / 7 . /, .-/C,,~..z..-' ./ ;-'} . U ;].'(./J ,,,' / /;. . ..7 , :'Lc;#;o /// Adaress Cf' -:t! C:4... qjz' c~-rt).J~i PF , Address ol"n. SUll2 S. BAYl.r;Y AT'I'ORHIn'IAT LA_ _.........y.u.. ',."...L...._.U......,'_ Page 2 COMMONWEALTH OF PENNSYLVANIA) 55. COUNTY OF' CUMBERLAND) t, EVELYN M. MILLER ,the testatrix whose name is signed to the attached or foregoing instrument, having been duly quali- fied according to law, do hereby acknowledge that I signed and executed the instrument as my Last will; that I signed it will- ingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and EVELYN M. MILLER, of ~ UM.J~, 19~. acknowledged before me, b'J/'~ the testatrix this day ~d ~ ct"..~ N tary Public Thelm. S " r . . ",.c,.1(lsl'n N f My Cornnai~:i(', .. :. ~ .1ry Publ;c C'lI'"""!l ,. Clmp Hill PA ' .(/!Y 1. 1984 . Cumberi'nd Cotmly COMMONWEALTH OF PENNSYLVANIA) 55. COUNTY OF CUMBERLAND) WE, the undersigned, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, de depose ar.d say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that EVELYN M. MILLER signed willingly and that EVELYN M. MILLER executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testat rix signed the will as witnesses: and that to the best of our kr.owledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. C/__Ii! /) :;" ( ,', , ({ J '/.1,7 ,") L ; - . -! (....(--~ ~ Lk. -sse Sworn to and subscribed before me 1:1 ~ this /1 ' day of , 1980 W. SlIKE & BAYLEY nORNfYS AT LAW l09MMl(fTSlItfEf flU. PfNNSYlVAIIA 11011 ~;/ ), ~:u t Notary PuI:>l.J.C Thelm. S. M<Cau.fi., Nol.ry Pubfit My CornmiS'Sion EJqliN!s Jtt.y I. 1984