HomeMy WebLinkAbout01-0740
PETITION FOR PROBATE and GRANT OF LETTERS
e:l1-OI - 71/0
Estate of MARY BRODHECKER MILLER
also known as
No.
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 209-12-7~26 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 execut rix
in the last will of the above decedent, dated Jul y 6
and codicil(s) dated None
named
,~ 2001
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at Seidle Memorial Hospital. South Filbert
Street, Borough of Mechanicsburg. Cumberland County, Pennsylvania 17055
(list street, number and muncipality)
Decendent, then 94 years of age, died August 6 ,>>!) 2001
at Holy Spirit Hospital, East Pennsboro Township. Cumberland County, PA
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 real estate in Pennsylvania
situated as follows:
Unestimated
$
$
$
$
None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tamen tary
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well an truly administer the estate according to law.
'J.
Sworn to or affirmed and
before me this 9tn
A!USt
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1(P -:J. 4 q .- '7
subscribed {
day of
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Register
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No. 21-01-740
Estate of
MARY BRODHECKER MILLER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 10 ~ 2001 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 July 6, 2001
described therein be admitted to probate and filed of record as the last will of
Mary Brodhecker Miller
and Letters Testamentary
are hereby granted to
Julie Shover
x-pages
JCP
Probate, Letters, Etc. ......... $ 235.00
(3 $ 9iQO
Short Certificates )..........
Renunciation ................ $
$ 3.00
5.00
TOTAL _ $ 252.00
Filed ....... .AUGUST .10.,.2001 . . . . . . . . . .
FEES
(717) 697-8528
PHONE
.~~ ~_~~. f-10_-0J
This is to certifY that the information here given is correctly copied from an original certificate of death dl!l~ filed with me as
Local R~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent lilmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
21-01-740
No.
~M~' l Ju.', t(d!~~
Local~R~glstrar
Fee for this certificate, $2.00
p
7555585
~~ ? dtJO/
Date
Hl05. ;4JR.. 2187
COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT Of HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
HPfJPRINT
IN
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DECEDENT'S USUAl OCCUPRION
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DECEDENT'S MAIUHG ADOAESS(Slr.....~. _. Z.,Code'
120 South Filbert street
... Mechanicsburg, PA 17055
FRltER.s NAME (firsl. _. LasII
II, Frederck Mil ton Brodhecker
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200. Julie Shover
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34.
LAST WILL AND TESTAMENT
I, MARY BRODHECKER MILLER, of the Township of Hampden, County of
Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this as and for my
Last Will and Testament, hereby revoking and making void all former wills and
codicils by me at anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executrix or Executor, as the case may be, hereinafter named, as soon as
conveniently may be done after my decease.
SECOND. I give and bequeath my highboy chest of drawers unto JULIE
SHOVER, absolutely.
THIRD. I give and bequeath my desk unto MARK MENDLOW, absolutely.
FOURTH. I give, dev i::;e and bequeath all the rest, residue and remainder of
my Estate, real, personal and mixed, whatsoever and wheresoever situated, in
equal shares, unto my three (3) nieces, namely, CYNTHIA START, BARBARA
McCACHREN IGNASIAK and HELEN McCACHREN KROSS, share and share
alike, absolutely and in fee simple.
LASTLY. I nominate, constitute and appoint my friend, namely, JULIE
SHOVER, to be the Executrix of this, my Last Will and Testament, but if for any
reason she should fail to qualify as such Executrix or cease so to serve, then and in
that event, I nominate, constitute and appoint PNC BANK, NATIONAL
ASSOCIATION, to be the Executor hereof, each and both to serve without bond or
other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, MARY BRODHECKER MILLER, have
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
hereunto set my hand and seal to this my Last Will and Testament, to which I have
affixed my signature this 6th day of July, A.D. Two Thousand One (2001).
th4~~
Mary Brodhecker Miller
(SEAL)
The preceding instrument, consisting of this and one (1) other typewritten page,
each identified by the signature of the Testatrix, was on the date thereof signed,
sealed, published and declared by MARY BRODHECKER MILLER, the Testatrix
therein named, as and for her Last Will and Testamentl in the presence of us, who,
at her request, in her presence and in the presence of each other, have subscribed
our names as witnesses hereto.
~q,&;
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
We, l\1ARYBRODHECI{ER MILLER, RICHARD C. SNELBAKER and JANE
J. COONEY, the Testatrix and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do hereby declare to
the undersigned authority that the Testatrix signed and executed the instrument as
her Last Will and Testament and that she had signed willingly, and that she
executed it as her free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as a witness and that to the best of his or her knowledge, the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or
undue influence.
~itn~' ~
LAW OFFICES
SNELBAKER.
BRENNEMAN
8. SPARE
Subscribed, sworn to and acknowledged before me by MARY BRODHECKER
MILLER, the Testatrix, and subscribed and sworn to before me by RICHARD C.
SNELBAKER and JANE J. COONEY, the,witnesses, this 6th day of July, 2001.
No18ri8I88eI .1
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My EJcpII88 Now. 24. ~.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Mary Brodhecker Miller, Deceased
Date of Death: August 6, 2001
No. 2001-00740 PA No. 2101-0740
To the Register:
I certify that notice of beneficial interest 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 or about August 15, 2001:
Name
Address
Julie Shover
344 Andersontown Road
Mechanicsburg, P A 17055-6024
Barbara Ignasiak
11 Toponce
Pocatello ID 83204
Cynthia Start
40 Marta Drive
Wilmington, DE 19808-4854
Helen Kross
3715 40th Avenue W
Bradenton, FL 34205-2353
Mark Mendlow
532 Altavista Avenue
Harrisburg, P A 1 'Z109
-..
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
NONE.
Date: August 15, 2001
. hard C. Snelbaker, Esquire
44 West Main Street
Mechanicsburg, P A 17055-0318
(717) 697 -8528
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
Julie Shover
being duly sworn according to law, deposes and says that sne ; $ th~ BY~("l]t,....; Y
of the Estate of Mary Brodhecker Miller
late of MAchanics~B_o~o_ugh , Cumberland County, Pa., deceased and that the
within is an inventory made by .Tulie Shover _, the said Executrix
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
~W() Y'Tl
and subscribed before me,
~
;~Iu~' . /
f: Executor. Administrator
October 16 Xl& 2002
SOAdLv K ~~~
Julie Shover
Notartat seat
Sandra K. Showers, Notary
MechanicsbuI'Q Boro, Cumberland
My CommissIOO Expires Nov. 22,
Manber, PennStVlvP.\'I~ A~~ nt "tr-+,~,,~~
6th August
Date of Death
2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be aHached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
MARY BRODHECKER MILLER, Deceased
PERSONAL TY:
1 Cash found in Decedent's residence
2 Proceeds from sale of miscellaneous coins and currency
3 Proceeds from sale of jewelry
4 Mahogany Highboy Chest of Drawers, appraised value
5 Curley Maple Slant Lid Desk, appraised value
6 Merrill Lynch CMA Investment Account, account #872-44761 which consisted of the following:
a. Cash. $271,286.29
b. WHX Corp., 100 shares. $635.00
c. Urstadt Biddle PPTIES MD - 150 shares. $1,312.50
d. Urstadt Biddle PPTIES A. 150 shares - $1,222.50
e. PPL Corporation - 200 shares - $8,702.00
f. Pennzoil-Quaker State. 1,468 shares - $16,397.56
g. Merrill Lynch & Company. 1,000 shares - $28,340.00
h. Harsco Corp., - 300 shares. $9,081.00
i - DQE - 150 shares - $3,340.50
j. Fed Nat'L Mortgage Assoc, Gov. Security. 50,000 shares - $50,023.50
7 Mellon Bank, checking account #142-632-3190
8 United States Fidelity and Guaranty Co., premium refund on policy #HOM30934942506
9 Verizon, refund on account #7177610367
10 The Patriot-News, refund due on subscription
11 County Meadow Associates, refund due on resident care
12 AFLAC, premium refund on policy #OA173906
13 State Employees Retirement System, final pension payment
TOTAL PERSONALTY:
REAL ESTATE:
Decedent owned no Real Estate at the time of her death
TOTAL PERSONALTY AND REAL ESTATE:
Page 1
$
366.98
30.50
132.00
300.00
1,200.00
390,340.85
4,580.87
12.00
.1.76
5.40
:~,291.94
23.85
112.15
$
399,393.39_
$
0.00
$
399,398.30
ESTATE NO. 21-01-0740
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JULIE SHOVER, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF MARY BRODHECKER MILLER, DECEASED, LATE OF THE
MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA
Julie Shover, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
August 6. 2001
August 10, 2001
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News Co.
r
----
August 24,31, September 7,2001
August 21,28, September 4,2001
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the Decedent's Personalty,
goods and chattels as set forth in her inventory heretofore filed in the amount of:
The Accountant claims the following additional receipts:
1. United States Treasury, refund on final Individual Income Tax Returns
2. Commonwealth of Pennsylvania, refund on Inheritance Tax
3. Gain on the sale of Urstadt Biddle PPTIES A, 150 shares
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Commerce Bank, check printing fee
2. Pinnacle Health, short term resident care
3. Pinnacle Health, medical services
4. Malpezzi Funeral Home, funeral services
5. Chuck Bricker, appraisal fee
6. Register of Wills, Agent, estimated Inheritance Tax payment
7. Mumma's Jewelry, appraisal fee
8. Quantum Imaging & Therapeutic Assoc., Inc., medical services
9. Gingrich Memorials, memorial headstone
10. Register of Wills, filing fee for Inheritance Tax Return
11. Register of Wills, Agent, Inheritance Tax
12. Register of Wills, additional probate fee
13. Merrill Lynch, annual brokerage fee
14. The account claims a loss on the sale of the following securities
held in the Merrill Lynch account:
a. WHX Corp, 100 shares
b. Urstadt Biddle PPTIES MD. 150 shares
c. PPL, 200 shares
d. Pennzoil-Quaker State, 1,468 shares
Page 1
175.37
65.90
2,403.53
304.29
$399,398.30
749.00
118.42
112.60
$400,378.32
$
16.00
1,351.00
18.34
7,708.90
30.00
45,000.00
50.00
73.91
845.00
15.00
5,487.61
70.00
125.00
4,714.19
e. Merrill Lynch & Company, 1,000 shares
f. Hasco Corp., 300 shares
g. DQE, 150 shares
h. Fed Nat'l Mortgage Assoc., 50,000 shares
The following items are to be paid subsequent to confirmation of accounting:
15. Julie Shover, Executrix Commission
16. Julie Shover, Power of Attorney services from February 2000 to August 6, 2001
17. Snelbaker, Brenneman & Spare, P.C., attorney services
18. Snelbaker, Brenneman & Spare, P.C., costs advanced
a. Register of Wills, probate fee
b. Cumberland Law Journal, advertising Executrix Notice
c. The Patriot-News, advertising Executrix Notice
d. Register of Wills, short certificates
e. Vital Records, death certificate for Charles Brodhecker
19. Reserve for filing fees, accounting fees and other costs associated with the
administration of Decedent's estate.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY. INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
Income from the investment of Personalty Principal:
1. Merrill Lynch, dividends deposited into investment account
2. Merrill Lynch, investment account, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. PA Department of Revenue, 2001 Individual Income Taxes
2. Greenawalt & Company, P.C., preparation of 2001 Individual Income Tax Returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as set forth in her Inventory heretofore filed in the
amount of:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
Page 2
315.28
961.62
458.73
29.47
252.00
75.00
113.10
6.00
28.00
19,500.00
1,450.00
16,000.00
474.10
2,000.00
$104,929.05
$ 2,405.13
6,134.49
$ 8,539.62
$
$
80.00
230.00
310.00
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
REAL ESTATE. INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
$ NONE
$ NONE
REAL ESTATE. INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
From the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
Page 3
RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits $400,378.32
Credits $104,929.05
Balance $ 295,449.27
INCOME ACCOUNT:
Debits $ 8,539.62
Credits $ 310.00
Balance $ 8,229.62
TOTAL PERSONALTY $303,678.89
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE: 0.00
TOTAL FOR DISTRIBUTION: $303,678.89
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
Page 4
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
COMMONWEALTH OF PENNSYLVANIA)
SSe
COUNTY
OF CUMBERLAND)
Julie Shover, being duly sworn according to law deposes and
says: that she is the Executrix of the Estate and under the Last Will and
Testament of Mary Brodhecker Miller, Deceased; that she is the Accountant herein;
that the foregoing is a true and complete accounting of her administration of
said Estate; that the attached list or schedule [*] contains the names,
addresses and amounts due unpaid creditors who have given proper notice
of their claims; that the attached list or schedule [**] contains the names and
addresses of all persons interested in the distribution of said Estate; and that
the facts set forth herein are true and correct to the best of her knowledge,
information and belief.
~/
(9)1e Shover, Executrix
Sworn to and subscribed before
me this 16thday of October 2002
SQJldA~ ~ ~~
Notarial Seat
Sandra K. Showers, Notary Public
My~ Boro, Cumbertalad ~
Convnisslon expires Nov. 22, 2003
Membsr, PBrm~vf\"l:m!'~ ^~r.f~ of Mr"lo~~""
Page 5
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
* UNPAID CREDITORS:
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. Julie Shover
344 Andersontown Road
Mechanicsburg, PA 17055
2. Mark Mendlow
532 Altavista Avenue
Harrisburg, PA 17109
3. Cynthia Start
40 Marta Drive
Wilmington, DE 19808.4854
4. Barbara Ignasiak
11 T oponce
Pocatello, ID 83204
5. Helen Kross
3715 40th Avenue W
Bradenton, FL 34205.2353
Page 6
NONE
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Julie Shover, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Mary Brodhecker Miller, Deceased, to wit:
$303,678.89 in accordance with the Last Will and Testament of said Decedent
as follows:
1. TO: Julie Shover
Mahogany Highboy Chest of Drawers, per Item Second of Will
$
300.00
2. TO: Mark Mendlow
Curley Maple Slant Lid Desk, per Item Third of Will
1,200.00
3. TO: Cynthia Start
1/3 of residue as per Item Fourth of Will
100,726.29
4. TO: Barbara Ignasiak
1/3 of residue as per Item Fourth of Will
100,726.30
5. TO: Helen Kross
1/3 of residue as per Item Fourth of Will
100,726.30
TOTAL DISTRIBUTION:
$303,678.89
Page 7
LA W OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
COMMONWEALTH OF PENNSYLVANIA)
COUNTY
OF CUMBERLAND:
Julie Shover, being duly sworn according to law, deposes and
SS.
says that the facts set forth in the foregoing Statement of Proposed Distribution
are true and correct to the best of her knowledge, information and belief.
Sworn to and subscribed before me
this16th day of October 2002
~QAcLe t: ~
Notarial SaaJ
Sandra K. Showers, Notary Pubftc
~~~22,~
Member, ~ ~.~JM nf"
Page 8
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
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
-------- fold
EST A TE INFORMATION: SSN: 209-12-7326
FILE NUMBER: 21-2001- 0740
DECEDENT NAME: MILLER MARY BRODHECKER
DA TE OF PAYMENT: 10/31/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/06/2001
NO. CD 000460
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $45,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RICHARD SNELBAKER ESQUIRE
CHECK#105
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$45,000.00
MARY C. LEWIS
REGISTER OF WILLS
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
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
_n_____ fold
ESTATE INFORMATION: SSN: 209-12-7326
FILE NUMBER: 2101-0740
DECEDENT NAME: MILLER MARY BRODHECKER
DA TE OF PAYMENT: 05/02/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/06/2001
NO. CD 001140
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,487.61
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JULIE SHOVER
C/O RICHARD C SNELBAKER ESQ
CHECK# 113
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$5,487.61
MARY C. LEWIS
REGISTER OF WILLS
L6-C:;4/?- 7
~ BUREAU O{INDIV{DUAL TAXES
\, INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REY-1U7 EX AFP lOl-02)
'o/.
RICHARD C SNELBAKER
SNELBAKER ETAL
44 W MAIN ST l:
MECHANICSBURG P~~17B55
1 ~.~
I :\ 5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-15-2002
MILLER
08-06-2001
21 01-0740
CUMBERLAND
101
Allount Rellitted
MARY
B
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 forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=iiiifj-Ex--AFP--coi-:021-------...-iNifERITANcE"-iAx--STA-fEME"tii-OF-ACCOljtif--.-..---------------------
ESTATE OF MILLER MARY B FILE NO.21 01-0740 ACN 101 DATE 07-15-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-03-2002
P R I NC I PAL TAX DU E : ..............................................................................................................-.........................................................................................................
52,737.61
PAYMENTS (TAX CREDITS):
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2001 CDOO0460 2,368.42 451000.00
05-02-2002 CDOO1140 .00 5,487.61
06-26-2002 REFUND .00 118.42-
TOTAL TAX CREDIT 521737.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE 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. )
\/6-02-Y9-7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
}\ 8 :CCOUNTY
ACN
06-10-2002
MILLER
08-06-2001
21 01-0740
CUMBERLAND
101
'02
JUr~ 1 7
RICHARD C SNELBAKER
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG
l..'..
PA 17 05~~Vrrl:,
'*
REV-1547 EX AFP (01-021
MARY
B
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(&)
(7)
.00
.00
.00
.00
3991286.15
.00
112.15
(8)
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-ix-AFP--col-:02i--No'fici--oF-i-tiHEifiTANci-TAx-jrPPRAisiifEN:r,--AL1-owANci-cfi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER MARY B FILE NO. 21 01-0740 ACN 101 DATE 06-10-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
&. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
1&. Allount of Line 14 taxable at Lineal/Class A rate (1&)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
44,841.00
2.973.25
CllJ
Cl2)
Cl3)
Cl4)
(9)
ClO)
.00 X 00 =
.00 X 045=
.00 X 12 =
351,584.05 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYMent.
399,398.30
47.814 25
351,584.05
.00
351,584.05
(19)=
.00
.00
.00
52,737.61
52,737.61
TAX CREDITS:
.- ft. '-I~n I R~,,"~"''-I I (+) AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10-31-2001 CDOO0460 2,368.42 45,000.00
05-02-2002 CDOOl140 .00 5,487.61
TOTAL TAX CREDIT 52,856.03
BALANCE OF TAX DUE 118.42CR
INTEREST AND PEN. .00
TOTAL DUE 118.42CR
. IF PAID AFTER DATE INDICATED, 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 "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
0~K
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mary Brodhecker Mi ller
Date of Death: August 6, 2001
Will No.:
21-01-0740
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 Gl 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
accouht 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 w. the Clerk of the Orphans' Court
and may be attached to this re rt.
Date: ----5.D.OjO 3
\tel
c,;._!l?pequUl::}
\1181:1
Richard c. Snelbaker
Name
Snelbaker, Brenneman & Spare, P.C
44 West Main Street
Mechanicsburg, PA 17055
Address
(717) 697-8528
Telephone No.
_0 ,:~':;;,l:;~;~fjacity: 0 Personal Representative
~ Counsel for personal representative
LV: Ol\l
lZ A.VW fOe
~
REV-1500 EX. (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 /0-0249- 7
.
DEPARTMENT OF REVENUE
DEPT. 260601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0740
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
DECE- Miller, Mary Brodhecker 209-12-7326
DENT DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
08/06/01 11/16/1906 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ 3. Remainder Return
CHECK 1. Original Return ~' Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Mainta'lned a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach acopyofTrust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit{date of death between 0 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Seh 0)
jjjl$$~~Mli$tj,jjgp~@ifilb;Al.ikIMmID$$P9@Il~~i@I~tiQt!rtiNij"AKjijl\Qi\M*'tjpj\ji$HQ!lWilmtij\'l~fjjptoi
NAME COMPLETE MAILING ADDRESS
COR- Richard C. Snelbaker 44 West Main Street
RE- FIRM NAME (If Applicable) Mechanicsburg, PA 17055
SPON
DENT Snelbaker, Brenneman & Spare, P.C.
TELEPHONE NUMBER
717-697-8528
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule 0) (4) N=-
~ ~ I.. ,
5. Cash, Bank Deposits & Miscellaneous Personal ~ -. c:i
Property (Schedule E) (5) 399,286.;!i5: "'-'
6. Jointly Owned Property (Schedule F)
0 None :z.-
Separate Billing Requested (6) -<
RECA- I
N
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 112.15 ,.
Total Gross Assets (total Lines 1-7) (8) '~") 399,398.30
8. --.J
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 44,841. 00
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (1 0) 2,973.25
11. Total Deductions (total Lines 9 & 10) (11) 47,814.25
12. Net Value of Estate (Line 8 minus Line 11) (12) 351,584.05
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Sublect to Tax (Line 12 minus Une 13) (14) 351,584.05
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amountof Line 14 taxable at the spousal tax
rate, ortransfersunderSec. 9116(03.)(1.2) X .0 (15)
TAX 16. Amountof Line 14 taxable at lineal rate 0.00 X .0 45 (16) 0.00
0.00 - 0.00
COMPU- 17. Amount of Line 14 taxable at sibling rate X .12 (17)
TATION 18. Amountof Line 14 taxable at collateral rate 351,584.05 )( .15 (18) 52,737.61
19. Tax Due (19) 52,737.61
20. []: Iq!:\el;:i(llell~!fYQ(jARj;jlj;I'l!lj;$TII!illAjl~l!Pl:mAil'QvellpA_!rtil
c...v
>~.BE. SUIlE. TO ANSWEil ALIL' QUE$TfON$ ON 'PAGE ia AND RECHECK MATH<<
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP- Forms Software Only
PA REV-1500 EX (6-00)
.Decedllnt's Com lete Address:
STREET ADDRESS
Seidle Ho ital, 120 S. Filbert St.
Page 2
Mechanicsb
CITY
Mechanicsb
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Boro., OJmber land Ct
STATE
PA
ZIP
17055
(1)
52,737.61
45,000.00
2,250.00
Total Credits (A + 8 + C)
(2)
47,250.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestJPenalty (0 + E)
4. If Line 2 is greatar than LW.8 1 + Une 3, enter the d\'!'fnrence. This is ~hc OVERPAYMENT.
Check box on Page 1 LIne 20 to request a refund
5. If Line 1 + Une 3 \s greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax dUe.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(3) 0.00
(4)
(5) 5,487.61
(SA) 0.00
(58) 5,487.61
:;"::',::::~':<?:':?>::;:::':{;::::::::>:"}{:::::::::'::?')/:::::',:::?}:,;,;:::",,':':)):/::;,::,)));::;,:::}:,::;,::}):{:,:',::"'/:\):;,:::::':::::}):;::,::::,':::):::::/:;:::':::))}:'::::':::)))::
~:':::/::)):;:::/:::::::~;;:::
......::',':';,-.;,;...':.;.,:.;':';-,."::-;':.:-;;-;,-.:-:.'::.':':';-.;.:,:-;.':"';':':':"-,-';.-.;:'.':".,.::,:,;,-,::,..::-.:-:::;,::-;-":-:-:",,,',.'::,':".:.,.:-,.:.:.,:,:..,,:.;.:.:-;.,.:.,:,:
.-,,::;.,,:.;"";,-.:',.":",':';-"::--,;';,-.:',.,:,:.;,::-:';.,,:,:.,::-.;,:.,:,;",;,:--,:,.:.::;.".-,:,;,-,;,.
PLEASE ANSWER THE FOl-Li:)WING QllI::STIONS BY PLACING
"-'--"."-',",-,'-,'-'.'.'-',-,'-,-","-'-"-',','-,-"'-'.'-",','-,"'.'-'.'.'.'-,-,'--'-'.'.'-'-,-'-,-,".,.,-,.-""-,-,...-"..,,
,;';:::::::':::'::':"::"",,::::,,:'::,:,:,,',,:,:::::,,},:,:,;;,;,:::::;,:::':,:,,:,:::::::::::,:',=:';::'::::,,::::",:,:::",::,::,:",::,:,,,,:,::::,:,:::,::::'
_.':"';'::",:.;,-,;':.":-';"":';""':-'."':';":,-,;'"-::".,:::,;,,,,:,:--.:':.'.':';"'.:,:,;';.-.:"':;."::--,.,;.-.;::":,:,:.;,,;,;,-,.:;--.._,,,,,:.;,:,;..,.
AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a. retain the use or income of the property transferred; ....
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or.
d. receive the promise for life of either payments, benefits or care?
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.
Yes No
~ I
B ~
1.
2.
o
o
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 information of
which preparer has any knowledqe.
SIGNATURE OF PERSON RESPONSI8LE FOR FILING RETURN (, DATE
, 026- ~.z.
) . /> --
.h /1115.j-
Main Street, Mechanicsburg, PA 17055
,,{,:::::),,::::::(,{t,::,{i:,:?:::'~:),:::/;:/;XL'?;:);,:{:,{?:H,':)',::::'{::;{'y,\?::,{'}/,/,:'}:){:::?\\D:://,\{,:?:>)/:<{,)\:{::((,':,,\,(,::')})\:',:},{(?:}:\:{{\{:::':(t,:::::}:')t::::\:{/}::n
:}t}::){}})):'<}{})n?)://:U}:::~:r::U{{:U:t:':))j\j:t~::))),:?'
For'dates of death on or after July '1, 1994 and before January 1, '1995, the tax rate i'mposed'o"n tt1t3,"'net value of transf"ers to or for the use o{i:he'slJ~viving spouse is 30/~
(72 P.S. 9 9116(a)(1.1)(i)].
FOT aa1es ot death on or after JanlJary 1,1995, the tax rate is imposed on the net value of transfers to orforthe use of the surviving spouse is 0%{72 P.S. 99116 (a}(1.1)(ii)].
The statute rtnp.!; nnt p.xp.mnf a transfer to a surviving spouse from tax, and tile statutory requirements for disclosure of assets and filing a tax return are still applicable even
if
the surviving spouse isthe 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 cl1ild twenty-one years of age or YOlJnger at death to or for the use of a natural parent, an adoptive parent.
or a stepparent'('lf the child \15 0% {72 P.S.99116{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.!i 9116(1.2) [72 P.S. Ii 9116(a)(1)].
The tax rate imposed on the net value of transfers to or forthe use of the decedent'ssibhngsis 12% {72 P.S. !HI116\a)(1.3)). A sibling is defined, under Section 9102, as an individual
who has at least one parentin common with the decedent, whether by blood oradoption.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP- Forms Software Only
Estate of: Mary Brodhecker Miller
21-2001-0740
The following person(s) are signing the retuxn as representative(s) of the estate:
Julie Shover
344 Andersontown Road
Mechanicsburg, PA 17055-6024
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Brodhecker Miller
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2001-0740
ITEM
NO. DESCRIPTION
Include proceeds of li1igatioli &. date proceeds were rece"lved by the estate. All Drop. Jointly-owned with rlaht of survivorship must be disclosed on Soh. F.
VALUE AT
DATE OF DEATH
1 Cash found in Decedent's residence
366.98
2 Proceeds from sale of miscellaneous coins and =ency
30.50
3 Proceeds from sale of jewelry
132.00
4 Mahogany Highboy chest of drawers, appraised value (appraisal
attached)
300.00
5 Curley Maple slant lid desk, appriased value (appraisal
attached)
1,200.00
6 Me=ill Lynch CMA Investrrent Account, #872-44761
390,340.85
7 Mellon Bank, checking account #142-632-3190
4,580.87
8 United States Fidelity and Guaranty Co., premium refund due on
policy #HCM30934942506
12.00
9 Verizon, refund on account #7177610367
1. 76
10 The Patriot-News, refund due on subscription
5.40
11 County Meadows Associates, refund due on resident care
2,291. 94
12 AFlAC, premium refund on policy #0A173906
23.85
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 NalcD, Inc.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
399,286.15
~--_.----'-~ ._-,..---,.~-.......--"._.~-~~~ -..__....~--_._- -----'"-~_._-.--- ----..--.-.-.. ..----.-----
I
I
I
I
I
I
I
I
I
I
I
I
.'
APPRAISAL
Personal Property of Jl1 /! i< 'I B / ;1f / L L c!<- (~S T.-4 T c,
. d C E B k AU09L
o
cy
Appraise by huck . ric er 47 ate -:27-0/
ITEM VALUE ITEM VALUE
MA/1o OA .,,c,,! C#,I":s7 tJA/r:-/{'F<:7 3cJcJ dV ~)c J Vi 1,1 5;ro~{/L
cuR L~Y ).1.<1,'< f -s' ^"T L"r'\ DF"'-"- 1i-tl:D,o () --'> /'//1" IZ He Pc' Lf ,"
I <7JIJ 6 i) J7) lA L 4//'~/ SA L
c:/
( / L, A :J:j;A . IL c::~/ ,k;~
/1uuCt-f' L C{/;n/o/
---~~~ )<-- , ~"-.,,,.,.,..:ohi;,,,~,-,,_,,__'.. .
,
,
(
,
.
.
, ..., "."
,,'
,
.
" "
"
.~ I
REV-1510 EX. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Brodhecker Miller
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2001-0740
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 State Employees Retirement System, 112.15 100 0.00 112.15
final pension payment
TOTAL (Also enter on fine 7, Recapitulation) $ 112.15
7 CPAOl
NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Brodhecker Miller
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-0740
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
1 Malpezzi Funeral Home, funeral services
7,708.90
2 Gingrich Merrorials, rrerrorial headstone
845.00
B. ADMINISTRATIVE COSTS:
,.
Personal Representative's Commissions
Name of Personal Representative(s) Julie Shover
Social Security Number(s)/EJN No. of Personal Representative(s)
Street Address 344 Andersontown Road
City Mechanicsburq State
19,500.00
PA Zip 17055
Year(s) Commission Paid:
2.
3.
Attorney Fees Name : Snelbaker, Brenneman & Spare
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
16,000.00
0.00
4.
Probate Fees
252.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total from =ntinuation page (s)
535.10
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
44,841. 00
Estate of: Mary Brodhecker Miller
Item
No.
SCHEDULE H, PART B -- Administrative Costs
Description
7
Register of Wills, filing fee for Inheritance tax return
8
Ccmnerce Bank, estate check printing fee
9
Bricker's Auction, appraisal fee for chest on chest and desk
10
Mumma's Jewelry, appraisal fee
11
CUmberland law Journal, advertising Executrix notice
12
Patriot-News, advertising Executrix notice
13
Register of Wills, CUmberland County, short certificates
14
Greenawalt & Corrpany, p.e., ac=unting services for preparation
of 2001 Final Individual Incane tax returns
IDrAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-0740
Arrount
15.00
16.00
30.00
50.00
75.00
113.10
6.00
230.00
535.10
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary Brodhecker Miller
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-0740
DESCRIPTION AMOUNT
1
1,351. 00
pinnacle Health, resident care, ac=unt payable
2 pinnacle Health Herre Infus., medical services, account payable
18.34
3 Quantum Irraging & Therapeutic Assoc., Inc., medical services,
account payable
73.91
4 PA Department of Revenue, 2001 personal income tax, account
payable
80.00
5 Julie Shover, account payable for PJA services from February
2000 to August 6, 2001.
1,450.00
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,973.25
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Mar' Brodhecker Miller
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Julie Shover
344 Andersontown Road
Mechanicsburg, PA 17055-6024
2 Mark Mendlow
532 Altavista Avenue
Harrisburg, PA 17109
3 Cynthia Start
40 Marta Drive
Wilmington, DE 19808-4854
4 Barbara Ignasiak
11 Toponce
Pooatello, ID 83204
5 Helen Kross
3715 40th Avenue W
Bradenton, FL 34205-2353
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not list Trustee(s)
Friend
Friend
Niece
Niece
Niece
21-2001-0740
AMOUNT OR
SHARE OF ESTATE
300.00
1,200.00
116,694.68
116,694.68
116,694.69
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
0.00
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
LAST WILL AND TESTAMENT
I, MARY BRODHECKER MILLER, of the Township of Hampden, County of
Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this as and for my
Last Will and Testament, hereby revoking and making void all former wills and
codicils by me at anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executrix or Executor, as the case may be, hereinafter named, as soon as
conveniently may be done after my decease.
SECOND. I give and bequeath my highboy chest of drawers unto JULIE
SHOVER, absolutely.
THIRD. I give and bequeath my desk unto MARK MEND LOW, absolutely.
FOURTH. I give, devise and bequeath all the rest, residue and remainder of
my Estate, real, personal and mixed, whatsoever and wheresoever situated, in
equal shares, unto my three (3) nieces, namely, CYNTHIA START, BARBARA
McCACHREN IGNASIAK and HELEN McCACHREN KROSS, share and share
alike, absolutely and in fee simple.
LASTLY. I nominate, constitute and appoint my friend, namely, JULIE
SHOVER, to be the Executrix of this, my Last Will and Testament, but if for any
reason she should fail to qualify as such Executrix or cease so to serve, then and in
that event, I nominate, constitute and appoint PNC BANK, NATIONAL
ASSOCIATION, to be the Executor hereof, each and both to serve without bond or
other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, MARY BRODHECKER MILLER, have
hereunto set my hand and seal to this my Last Will and Testament, to which I have
affixed my signature this 6th day of July, A.D. Two Thousand One (2001).
I};;M~ ~Jf.vv ~
Mary Brodhecker Miller
(SEAL)
L....W OFFICES
SNELBAKER,
BRENNEMAN
a SPARE
The preceding instrument, consisting of this and one (1) other typewritten page,
each identified by the signature of the Testatrix, was on the date thereof signed,
sealed, published and declared by MARY BRODHECKER MILLER, the Testatrix
therein named, as and for her Last Will and Testament, in the presence of us, who,
at her request, in her presence and in the presence of each other, have subscribed
our names as witnesses hereto.
Cf-q,
tel-(.771A-(
)
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
We, MARY BRODHECKER MILLER, RICHARD C. SNELBAKER and JANE
J. COONEY, the Testatrix and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do hereby declare to
the undersigned authority that the Testatrix signed and executed the instrument as
her Last Will and Testament and that she had signed willingly, and that she
executed it as her free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as a witness and that to the best of his or her knowledge, the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or
undue influence.
/1/1""'-<-1 /1;~f.v..vc,e.e.JL, "J,n:Jj%!e.-v
I T statrix _
-""~
~'"wiSZ ~
Subscribed, sworn to and acknowledged before me by MARY BRODHECKER
MILLER, the Testatrix, and subscribed and sworn to before me by RICHARD C.
SNELBAKER and JANE J. COONEY, the witnesses, this 6th day of July, 2001.
Nolllrl8l SeoI PublIC 1
SIl88IlL = ~ COIM1IV. i
~ ElcpIIe8 H<w. 24, 2003; 1
1olomt>Of. ,.
k~~'7TA
. Notary Public