HomeMy WebLinkAbout01-0749
Estate of. Lester C. Miller
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
Ot\- Ol- '14-9
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 1 76- 0 5 - 3 0 31 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ale or older an the execut rix named
in the last will of the above decedent, dated ugust 15,1986 ,1-9-_
and codicil(s) dated
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land County, Pennsylvania, with
h is last family or principal residence at 539 W Windinq Hill Road
~eC'haniC'5bllrl) I upper Allen Township, Pennsyluania
(list street, number and muncipality)
Decendent, then 94 years of age, died .ll]] Y ? 6 , ? 001 , ~9
at Holy Spirit Ho~pit~l, r~mp Hill, P~nn~ylv~n;~
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:
Q tlR 'Rr{)~nw~y, H~n{)ver I York C'Olloty, PepTlsyluania
$ 100,000,00
$
$
$ 100,000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
Testamentory =~~$M~a~~~_~~~~~~~D._~
theron.
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Barbara- fIl (dau fY/
iBa1-"a<a 717. Lht:[:?7"/
539 W Winding Hill Ro~a
M~C'haniC'sbllrl), PA 17055
OATH OF. PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ 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 and truly administer the estate according to law.
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~o. 21 - 01 - 749
Estate of ~~ 1~ ~ j/(; flu
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW c1 ~S (. S rf R~ ~ ( . in consideration of the petition on
the .reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) date~ 4+ I ">; ~ L1'J ~
described therein be admitted to probate and filed of record as the last will of . <fEn (V, ~ I (u,
and Letters -f"'€'~ fa
are hereby granted to ~ M... 't; It M
_ Register of Wills
() M,AR'Y CLEWIS
()~ lJ)/AA'" ;L{.5 ~7-
ATT~Ct. I.D. No,) ()
l.H (it rL Iv&. ~ p S'+ ,t1u-~cOL.=)l i<.{
ADDRESS
(7/i) 7QS--779tJ
PHONE
FEES
P b L E $ 235.00
ro ate, . etters, tc..........
Short Certificates( 5) . . . . . . . . .. $ 1 5 . 00
Renunciation ................ $
X-page:, 3.00
JCP $ 5.00
copies TOTAL _ $ 1 50
Filed ... J~~~.~~T. ).3.,- . ?9~1. . . . . . . ?~.9...~Q
Mailed letters to attorney on 10-13-01.
21 - 01 - 749
-REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing 'tness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) at present and saw
the testat , sign the sam and that signed as a witness at the
request of testat_ in h resence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
(Name)
Sworn to or affirmed and subscribed befo
me this
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF (!/.J.M~~j COUNTY
OATH OF NON-SUBSCRIBING WITNESS
testat~ of (ant; uf tht: subscribiu!:; nitnesses to) the
that . ~ "1-7
~~ ~ /4; /(~
to the best of _k ~h-. knowledge and belief.
~B,a~&~.fL1, ij~ ~t..vJ.A ti!c~
each) a. subscriber hereto. (each) being duly quaIi fled according to law. depose( s) and sa,( s) that
familiar with the signature of ~<: ~A C lc.r I ( l.."'_ ,
G_~
will presented herewith and
~
believes the signature on the will is in the handwriting of
13 ~ /JJ. A/lL'/YrI./
vJ.
i-I ( /+ ~Ma~r:~~;U~~'c)bt; (~
(Address)
1lkd~
411l'.R()~ fl.,," C)'R"-
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is iIIegal'to duplicate this copy by photostat or photograph.
Fee for rhis cerrificare, $2.00 I1t ~~ h/
Local Registrar
p
7625452
JUL 3 1 2001
No.
Date
1<10$."3 Rw. 2:17
COMMONWEALTH OF peNNSV~NIA . DE~ATMEHT OF HEAlTH · VITAL RECOROS
CERTIFICATE OF DEATH
n~
IN
I'ERIIANbIf
lIUQINC
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C. Miller
\lHOEA I VENI UIIIlf:n t OM' -
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SOCIAl. SECURITY HlISlItlt:1l
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RUDISILL. GUTHRIE.
I LLIAMS a NONEMAKER
ATTORNEYS AT 1-AW
40 YORK STREET
fANOVER. PA. \733\ - 3"12
~
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LAST WILL AND TESTAMENT
I, LESTER C. MILLER, of 958 Broadway, Hanover,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare the
following as and for my Last Will and Testament, hereby
revoking and making null and void any and all wills by me at
any time heretofore made, viz:
FIRST: I order and direct my Executrix, hereinafter
named, to pay all my just debts, funeral expenses and the
costs of the settlement of my estate as soon after my decease
as she may conveniently do so.
SECOND: I give all of my property, real, personal and
mixed, of whatsoever kind and wheresoever situate, unto my
daughter, Barbara M. Baum, provided that if she dies before
the thirtieth day following the day of my death, this gift
shall lapse or be divested and I give such property to her
issue, per stirpes, who survive me.
THIRD: Should any of IllY beneficIaries entitled tu a
share of my estate not have attained the age of twenty-one
(21) years at the time of distribution to him or her, I
devise and bequeath the share of each such beneficiary to
Farmers Bank and Trust Company of Hanover, IN SEPARATE TRUST,
to hold, manage, invest and reinvest the share so received,
and the accumulation of income thereon, and to use and apply
the income and principal, or so much thereof as, in Trustee's
discretion, may be necessary or appropriate for such
beneficiary's support and education (including college
education, both graduate and undergraduate) or to make
payment for these purposes, without further responsibility,
to such beneficiary or to such beneficiary's parents or to
any person taking care of such beneficiary. Any principal or
income not so applied shall be distributed to such
beneficiary absolutely when he or she attains the age of
twenty-one (21) years. If he or she dies
before attaining age twenty-one (21), the trust shall
terminate and such share shall be distributed to his or her
personal representative.
AND LASTLY, I do hereby nominate, constitute and appoint
my said daughter, Barbara M. Baum, the Executrix of this my
Last will and Testament. No fiduciary acting hereunder shall
be required to post bond or enter security in any
jurisdiction.
IN WITNESS WHEREOF, I, LESTER C. MILLER, the Testator,
have hereunto set my hand and seal to this my Last Will and
Testament, this /3-/ day of r;?/~~I , A. D., 1986.
v'
~~(~~>~it:Y/;~SEAL)
RUDISILL. GUTHRIE.
rl LLIAMS a NONEMAKER
signed, sealed, published and declared by the said LESTER C.
MILLER, as and for his Last will and Testament, who in his
presence and at his request, and in the presence of each
other, we believing him to be of sound and disposing mind,
memory and understanding, have hereunto subscribed our names
as Wi:~.es. ~ j;' ./1.
~L&&L.. C/~,7../~
ATTORNEYS AT LAW
40 YORK STREET
HANOVER, PA. 17331 - 3192
2
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-----
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
M IL-L6yL, L6;r~ G- .
Date ofDeath: ~ db. ~ I
Will No.: ----.2:1- ;?oo I ~db-m: Admin No.:
Name of Decedent:
To the Register:
I certify that notice of (beneficial interest) 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
Name
_~btwv ~
Address
~~1bS'~~~'J~
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: J d- -07,-0 f
0()~ tri. ~
Signature '
VIr1JID (;j. kNAM~
Name
411 A 6. MMNGt:, fv1~/aBIJ~/ 11r./71J!i
Address
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Capacity: D Personal Representative
~ Counsel for personal representative
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: LESTER C. MILLER
Date of Death: Julv 26.2001
Will No. 21-01-0749
Admin. No.
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 Auaust 10. 2001:
Name
Address
Barbara M. Baum
539 W. Windina Hill Road. Mechanicsbura
PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6 (a)
except
Date: October 24. 2002
~ /
. ~ L ~/
gnature iYiin
Name:
David W. Knauer
Address: 411A E. Main Street
Mechanicsbura. PA 17055
Telephone:
(717) 795-7790
Capacity: _ Personal Representative
-.2L Counsel for personal
representative
JRDlJune 30, 1992/17858
DEe 0 4 2001
Estate No.: 21-01-749
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Lester C. Miller
Late of Upper Allen Twp
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Barbara M. Baum
Counsel for Personal Representative: David W. Knauer Esq
Date of Grant of Original Letters: August 13, 2001
Date of Delinquency Notice: November 15, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on November 23, 2001, and that the
ten (l0) day notice to file the certification has expired. Accordingly, in accordance with Rule
5. 6( e) the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: December 4, 2001
Dry.
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
~-:k In Courtroom No.3. If the
earing date, the hearing will automatically be
G/~
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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
KNAUER DAVID W
411 A E MAIN ST
MECHANICSBURG, PA 17055
_h_____ fold
ESTATE INFORMATION: SSN: 176-05-3031
FILE NUMBER: 21-2001- 0749
DECEDENT NAME: MILLER LESTER C
DA TE OF PAYMENT: 10/24/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/26/2001
NO. CD 000427
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $13,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$13,000.00
REMARKS: DAVID W KNAUER ESQUIRE
CHECK#104
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/6-~-C)-~
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID W KNAUER
411A E MAIN ST
MECHANICSBURG
12-16-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
101
*
REV-1547 EX AFP CUi-02)
LESTER
C
PA,17055
Allount Rellitted
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 ~
iEv:i54j-Ex-iFP--(oi-:o2j--No~"-icE-oF-'rNHEifiiANci-T-AjrA-ppRAIsEMENT-,--iii-6wANcE-oi-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER LESTER C FILE NO. 21 01-0749 ACN 101 DATE 12-16-2002
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
84,000.00
20,132.00
.00
.00
122,183.84
71,738.32
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage 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
(9)
(10)
9,932.78
281.88
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
.00 X 00 =
287,839.50 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
298,054.16
(1lJ
(12)
(13)
(14)
10.214 66
287,839.50
.00
287,839.50
(19)=
.00
12,952.78
.00
.00
12,,952.78
. ... I........ Kt.l;t.~f'1 (+J AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-24-2001 CDOO0427 647.64 13,000.00
TOTAL TAX CREDIT 13,,647.64
BALANCE OF TAX DUE 694.86CR
INTEREST AND PEN. .00
TOTAL DUE 694.86CR
. 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 "CREDIr' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUR~AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
BARBARA M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 17055-0000
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
REV-1604 EX AFP [12-00)
12-18-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01145805
Allount Rellitted
LESTER C
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 ~
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (12-00)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 12-18-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
ADJUSTMENT BASED ON:
S.S/D.C. NO. 176-05-3031
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01145805
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE
ACCOUNT NO. 80000002174515
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 07-05-2000
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
'0
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
.F,~LE NUMBER
. COUNTY
SSN/DC
ACN
REV-lUll EX AFP H2-00)
_/ !
12-18-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01145807
Allount Rellitted
LESTER C
BARBARA M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 17055~OOOO
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 ~
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (12-00)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 12-18-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
ADJUSTMENT BASED ON:
S.S/D.C. NO. 176-05-3031
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01145807
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE
ACCOUNT NO. 80000002174514
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 07-05-2000
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUR~AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
BARBARA M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 17US5~0000
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
iu' COUNTY
SSN/DC
ACN
REV-160li EX AFP (12-00>
12-18-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01149132
A..ount R...itt.d
LESTER C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (12-00)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 12-18-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
ADJUSTMENT BASED ON:
S.S/D.C. NO. 176-05-3031
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01149132
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO. 0176053031
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 04-26-2001
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
1.000
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
. IF PAID AFTER THIS DATEI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
. ~ *' INHERITANCE TAX
i"
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME FILE NUMBER
LESTER C. MILLER 2101-0749
REVIEWED BY ACN
Phyllis Hoch 01145805,01145807,011
49132
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
ADJUSTED ABOVE ACN'S TO ZERO. REPORTED ON PROBATE RETURN.
~
t~..:..:;:...:
-
-
ROW
Paqe 1
/b"'oas-O~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP COl-02)
.0.2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
: 1 iSN/DC
ACN
09-16-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01149132
A.aunt Re..itted
LESTER
C
BARBARA M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 170S~
1 l-
it)
{ ~1
\ "t '
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 ~
RE-V:i5~i-Ex--AFP--(Ol-:02)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-16-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
TAX RETURN WAS:
S.S/D.C. NO. 176-05-3031
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01149132
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0176053031
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE
DATE ESTABLISHED 04-26-2001
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
74,172.61
1.000
74,172.61
.00
74,172.61
.45
3,337.77
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-24-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,337.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 82.66
TOTAL DUE 3,420.43
. IF PAID AFTER THIS DATE, 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. )
/~ -~o-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-1548 EX AFP COI-02)
BARBARA M BAUM'C)Z 'i6:\ E :'17
539 W WINDING HILL RD
MECHANICSBURG \". PA 17055
Cl: ,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
09-16-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01149131
Allount Rellitted
LESTER
C
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 ~
RE-v:i5~i-Ex--AFP--(Oi-:021------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-16-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
TAX RETURN WAS:
S.S/D.C. NO. 176-05-3031
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01149131
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0176053031-S
TYPE OF ACCOUNT: (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-26-2001
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
5,265.78
1.000
5,265.78
.00
5,265.78
.45
236.96
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-24-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 236.96
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5.87
TOTAL DUE 242.83
. IF PAID AFTER THIS DATE, 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" ( CRl, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
\, / ~ -C:;5t:J -..::v
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISENENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~, AND ASSESSNENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-1548 EX AFP CDl-02)
'c:~
BARBARA M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 17055
, .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
09-02-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01145805
Allount Rellitted
LESTER
C
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 ~
iifv=is4-i-E)f-AFP--foi-:021------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-02-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
TAX RETURN WAS:
S.S/D.C. NO. 176-05-3031
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01145805
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE
ACCOUNT NO.
80000002174515
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE
DATE ESTABLISHED 07-05-2000
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
32,230.87
0.500
16,115.44
.00
16,115.44
.15
2,417.32
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
..
INTEREST IS CHARGED THROUGH 09-10-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,417.32
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 54.31
TOTAL DUE 2,471.63
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU "AY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
\../6-~-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-l548 EX AFP COl-02)
'0'/ I;! ,J J~ 1 ., ,-- ,)
BARBARA -M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSNI'DC
ACN
09-02-2002
MILLER
07-26-2001
21 01-0749
CUMBERLAND
176-05-3031
01145807
Allount Rellitted
LESTER
C
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 ~
RE-y=is4-i-i)f-AFP--Coi-:ozl------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 09-02-2002
ESTATE OF MILLER
LESTER
C DATE OF DEATH 07-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0749
TAX RETURN WAS:
S.S/D.C. NO. 176-05-3031
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01145807
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE
ACCOUNT NO.
80000002174514
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE
DATE ESTABLISHED 07-05-2000
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
32,073.14
0.500
16,036.57
.00
16,036.57
.15
2,405.49
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 09-10-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,405.49
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 54.05
TOTAL DUE 2,459.54
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU "AY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
I
S~
Name of Decedent: LESTER C MILLER
Date of Death: 7-26-2001
Will No.:
21-01-749
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 0 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 ~resentative file a final account with the Court?
Yes _ No K1
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? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: 3-6-2003
~7J1.&vm
Signature
BARBARA M BAUM
Name
539 tV WINDING HILL Rn, MF.r.HANTr.~RTTRG
Address
Telephone No.
Capacity: I!l Personal Representative
o Counsel for personal representative
~EV'5m F.XI~-"Ol
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
OF;:lcrAL USE Oi'lL Y
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,,00
u"'~
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~
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/6 -c2..S0 - ~
FILE NUMBER
dl-.Q..L
COUNTYCOOE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
"AR
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f-
Z
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D
UJ
U
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D
DECEDENTS NAME (LAST. fiRST. AND MIDDLE INITIAl)
f-ESTE
DATE Of DEATH (MM.DD-YEAR)
THIS RE1URN MUSl BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
- tJS -,J 0
/
(
E
DATE OF BIRTH (MM-DD.YEARI
7-;(~ - c20{) t, -
(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST. FIRST. AND MIDDLE INITIAL)
1. Original Return
o 4. limited Eslale
06. Decedent Died Teslale(Alt;!dlcopyofWin}
o 9. Liligation Proceeds Recellied
o 2. Supplemental Return
o 4a. Future Inlerest Compromise (date oIdealh aner 12.12.f12)
o 7. Decedent Maintained a Living Trust (AltiIcheopyofTI'I15I)
o 10. Spousal Poverty Credit (dale 01 death belWHn 12.31.91 and 1-l-9Sj
o 3. Remaindef Return (dale al dealh pOOf to 12.13--l!21
o 5. Federal Eslale Tax Return Required
-1- 8. Total Number of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (AlI~C~ sc~Ol
....
z
w
o
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;:rHIS,IlECT),ON.MilsT BECOMpI.ETEDi'...L1.::CORRESPONDEf'!CE ANDCONFIDENTIALJI'.)( INFORMATION SHOULD BE DIRECTED;TO: i
NAME COMPLETE MAILING ADDRESS
VID
1/111/ E mAIN' <51
j't1ECI-I!9NICSBUR.G PI9
170.!J:S-
'if 4. MO, DO
cJ. (), /.. J;( ,f)O
OFFICIAL USE ONLY
1. Real Estale (Schedule A)
(1)
(2)
(3)
(4)
(5)
I J,.J" / fc3. gf
7/, 7.38.Jd-.
2. Slocks and Bonds (Scnedule B)
3 Closely Held Corporation. Partnership or Sole-Proprietorship
4. Mortgages &. Noles Receivable (Schedule D)
z
o
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~
t:
0..
<(
U
UJ
0::
5. C(lsh. Bank Deposits & Miscellaneous Persona! Proper!)'
(Schedule E)
6. Joinl\y Owned Property (Scnedule F)
o Separate Billing Requesled
(61
7. Inter-Vivos Transfers & Miscellaneous Non-Probale Property
(Schedule G or L)
(7)
(9)
(10)
(8)
c;1.3~. 7f?
d-.'iil. '1?8
c2 98, 06t/. 1 {p
8. Total Gross Assets (tolal lines 1-7)
9. Funeral Expenses & Adminislrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I)
/b, ~/+. &10
J Ii?, R 31.--':1 0
~1. Total ~ductlons (\ola\ Unes 9 & ~O)
(11)
(12)
113)
12. Net Value of Estate (Line 8 minus Une 11)
13. Charitable and Governmental Bequests/See 9113 Tf1Js!s for which an election to lax has not been
made (Schedule J)
14. Net Value Sublect to Tax (line 12 minus Une 13)
(14)
J '81, J'.!J 9.S ()
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
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o
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~
15. Amount of Une 14 taxable at the spousal tax
rate, or transfef! under Sec. 9116 (a}{1.2~
,,0_ (15)
d- ~ 7, f'.,J 7' ,.CJ -0 , ,0 1,;;: (16)
/,x, 'i5,}.. 7 '?
16. Amount of Line 14 taxable at lineal rate
17. Amount 01 Une 14 taxable at sibling rale
, ,12 (17)
18. Amount of Line 14 taxable at collateral rate
,,15 (181
19. Tax Due
{191
/ ~. 90d.. 7f?
20, J,g]
CHECK HERE IF yoU ARE REQUESTING A REFUND OF AN OVERPAYMENT
,"' 1-> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS ..
'10- ii J3Rof'lJ> v.J A 'I .
ClTY IIIINDVER I STATE hi I ZIP
/733/
Tax Payments and Credits:
1. Tax Due (page lUne 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
/;,5,06D,oO
~47.(,,<I
Tolal Credils (A + B + C ) (2)
3. Interest/Penalty if applicable
D.lnterest
E. Penally
("7in
TolallnleresUPenal1y ( 0 + E ) (3)
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 10 request a refund (4)
5. If line 1 + line 3 is greater than Line 2, enter the difference. This is Ihe TAX DUE.
(51
(5A)
A. Enter the interest on the tax due.
/.,q, 'i5~, 7!?
13, t'lZ (rf
B. Enler Ihe lolal olUne 5 + 5A. This is Ihe BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
,~~';~;':i.'!~j,';:~ErS:fti!"l1i:':1l!kf.~;~~~~~,;-r~~~j;~'~';:;.':no""'''''''~~l~),..~~,~~~
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.. . ... 0
b retain the right to designate who shall use the property transferred or its income;.. . . .... .... ........... 0
c relain a reversionary interest; Of..... .... ................ ..... 0
d. receive the promise for life of either payments, benefits or care?.. . .............. 0
2. If death occurred after December 12, 1982, did decedent transfer property wilhin one year of death
without receiving adequate consideration? .... ................... ..... ...... 0
3. Did decedent own an "in lrust for" or payable upon death bank account or security at his or her death? . ... 0
4. Did decedent own an Individual Relirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .. ......... .................................. ................ ......................... 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
[0"
[0
10
I!2r
~
GI
ITa"
Under penallies of perjury, ! declare thaI J 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 olher than lhe personal represenlative i s based on all inrormation of which preparer has any knowledge.
SIGNATUR OF PERSON RESPONSIBLE FOR FILING RETURN
..6,
53 f /1/ /?I ' dhu ',if//?'/
PREPARER OTHER THAN PRESE TATIVE
~
(J~ Ck,
ADDRESS
/}J'}cA.
~ /7tJ55
DATE
/0
ADORES
{JtL
/70SD
l;?~~~~~~~~~'i,;.~~tt::~....,~.. _"
For dales of death on or after July 1, 1994 and before January 1, 1995, Ihe lax rale imposed on Ihe net va
(72 PS. ~9116 (a) (1.1) (ill.
For dales of dealh on or after January 1, 1995, Ihe lax rale imposed on Ihe nel value of transfers 10 or for Ihe use of Ihe surviving spouse is 0% (72 P.S. ~9116 (al (1.1) (iill.
The statule does not exemo! 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 dales of dealh 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 slepparenl of the chrld is 0% [72 PS. \9116(all1.2)j.
The lax rale imposed on Ihe nel value of lransfers 10 or lor Ihe use of Ihe decedent's lineal beneficia"es is 4.5%, excepl as nOled in 72 P.S. \9116(1.2) [72 PS. \9116(a)(1))
The lax rale imposed on Ihe net value of Iransfers 10 or lor Ihe use ollhe decedent's siblings is 12% (72 P.S. ~9116(a)('.3)]. A Sibling is defined. under Seelion 9102. as ,,"
individual who has at least one parent in common with fhe decedent. whether by blood or adoption.
,~~~
e of transfers to or for the use of the sUlVlving spouse is 3%
R~V .1501 EX ~ (11-65)
*
COMMO~N,IEAlTH OF PENNSYl'/ANIA
INHERITANC~ TAX ~fTURN
RfSIDE~H DECEOENr
SCHEDULE A
REAL EST ATE
ESTATE Of
FilE NUMBER-
__~~~~cR C!..~l~!-ER ~OO/- 007'-/9
(P;~-~-~-;;-~"i~-:'fl~-o,^,n"d with Right of 5urvivon;hip mlJ~t b" di~clo'od on 5<:hodule F) Atr rl}ol estate ~hould b'J tf!poded oj fair mar~~:
which i~ dofio"d 0<: the pri<:e 01 whi<:h prop.n-ty '-N<:)\Jld bl) exchanged 'tHlI'Noen a willing buyo( and a willing soller, noilh<Jr baing comp<'!flod
1~__~':2,:,.:__~_1I, _~oth~~_i..~~~~~nable knawlodgq of th,:~~t<lValll fads.
HEM
tllJMBER
-I~~LUE AT DATE
OF DEATH
DESCRIPTION
I.
7-:J-/l -BlfO/T.f)u)/Iy !lfJ/iltlVER, 14
flooo,tJ{)-
,
,
~f'<-'~D.'(1'Tl
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
l~lHEPrrANCE TAX RETURN
RfSlOENT DECEDENT
ESTATE OF
LEST E 12.
c
miLLER
FILE NUMBER
;(00/ -00 7~7
Ml prop~rty jointly-owned with right of survi....orship must be disdnsed on Schedule F.
ITEM
IIUMBER
1.
DESCRIPTION
1j,~LIJEATDATE
OF DEA TH
0<,
J.
/..3:< SI! ADRms CouNTY NIiT'L BANI(
Ill] Si-I AXfJ
SE/?/ES E SfJVINGSBo;JJJS -+ INTEREST
;(.;J7(",{)(]
,Jd, 7(,. (')0
/JI-4,f'{J. (){)
TOTAL (Also enler on line 2, Rec",aprlulalion) S do, 130:<. [J 0
(If more space [s needed, Insert addlhonal sheets of the same SIZ~)
1li"".I~EX.i;,'7)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PE,NNSYLVANIA.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FilE NUMBER
c2.0D/- 1507'/9
ESTATE OF
LESTEP.. c. mULE/(
Indude tile proceeds of litigation and the date the proceeds were received by the estate. All property joinlly-owned with the light of '1uNi..~rship must be disclosed on Schedule F.
VALUE AT DA TE
OF DEATH
ITEM
NUMBER
1.
DESCRIPTION
ALLFIR$T CHECKING f!CCOU,0T Ii OCJOQ~7Q;z.rol
ftLLrlRST mtJNEy I11kr !f(!COlh1!r tlOQ1g(J{J9f77
Jj II All< (') F If It NO V E R. C c I!.T 41 ! 74;;' 40
Isccu SIlV/AlCS ItccoUNT II {J/74,{JS3tJ-3I-S
t, ;( 5. '1 9
3,J, O? /.f /,,31-
i3;S0?5~ 13
cS, J.. 0S". 78:
cJ.oo, tJo
c3,J,s'oo
d..
3.
1.
1'16'1 CHRYSLER.
(JERSONAL Pi<.oPEf<.TY
0.
fe.
TOTAL (Also enter on line 5, Recapitulation) $ Io?q/ If 3. f'/
IH .....".... ~......,,..., ,~..."""r>rl ,"..".. ~...".!,,,,,...I. ....1:'.......... ...& ........ ..."....... '",.......,
.
.~V.I~ao;I !X ~ 112.881
c;.,~-"v
1'fZ..'ir..;.~
..,.;=<;?"'"
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE fAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
[E5TER
<2 /11nLER'
FILE NUMBER
C:<OO/- tJO 7
Joint tencn'ts}:
A'.J3R RJ3flR A It :BRU rn
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
5-.3 '1 6J. iJ I ;j ])I AI 0. !I/ LL R.J)
rnEct-/AAlIC5JjURG PA
/7065
]J/JUGH7ER
B,
c.
Jointly-ow-oed property:
LETTER DATE
ITEM FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMB'E. JOINT MADE DESCRIPTION OF PROPERTY OF ASSET 0/0. INT. DECEDENT'S INTEREST
TENANT JOINT
1. (} 7-s-Q 0 ALLFIRST CERT .3Ji,{) 7.,9. / 'I SO /10) 03~,57
ft # ioooooo~l7tf!n1
J.., 7-5-00 ALLFIRST CERT J<x, .J..3(J .S'? St:; I&', //5, '1</
if <i 0{) () () DO /7 t/ S /~.I)
-3 A 01-,10 -Ot PSECU CER T /'I/7,J.,0/ 06 .:31, {J f("..3 I
tI () 17 (P 053 0,.3 /
~ ti SEf:IE:~ /1 S'flV IN 60 BDAfj S,D66 GO 07) ;{,Soo.oeJ
f-.
TOT AJ. (Also enfer on line 6, Recapitulafion) 1 S
'7/) 7.3'6.
(11 more ~PdC!! is rH~"!ded insert oddi/;ono/ ~heets of some :ize)
n"V_1111~:<. 11~11
'*~ ~
I ' -
, ,,,. .
C ~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA TIVE COSTS
COMMONWEAlTH OF PENNSYlV,.l.nIA
IWfEPITMICE TAX RETURN
PESIOE/lT DECEDENT
ESTATE OF
Debts of decedent must be reported on Schedule I.
LESTE.1C
e.
/hILL ER.
FILE NUMBER
:{(I)(I)/-oo7'19
-
ITEM
NUMBER DESCRIPTION AMOUnT
_.~~-- FUNERAL EXPENSES:
A.
1. PA;J E.BA KE R FUNERAL HDmE [, J 1c9., Dc)
E. F KEJ)])'j-l- 'sO;VS - IIE;qJJS T6/11E go,oo
,
B. ADMINISTRA TIVE COSTS
I Per;;on;J! Representative's Commissions
Name of Personal Representative ($1 Ii It RB 11 R A m R ALJ VVl
Social Spcurity Number\s) I ErN Number of Persona! Representative(s) cJ.. t) t-.J - 3'-1- 7: 'J 10i-
Street Arlrlcess' -): q '1 tv i.U / N D I Ai (, II /L L R j)
c;,JYlf5 L/(tIJ NI C S BUR <s State Pr'1 Zip /70.!JS
Ye3r{s) Commis..sion Paid
2 Attorney Fe':'s PAVeD UJ kNAUER, ESQ oZ.J &,S; If?
3 Fami!y Exemption: (If decedenrs address is nollt1e sarlle as cLlim:lnrs, attach explanation) f./ j;q,
Cl.lim2nt -..--
Strp.'2tAddress
City State Zip
Relationship of Claimant to Decedent
4. Probate Fe<'!s .;.S'(,,:;-O
5. Accounlanfs Fees
6. Tax Retum Pre parer's Fees -3S0. ()O
7 (11. SliEr:! FFER HOUSE APPRAISAL !,:;-CJ ,(:10
.
;PaS T/17 fI STE R -3 'l.stf
A p V E R T IS I AI 6 CUmB co LAW Tou R/V'(lL 7..-,-.{) 0
filE SEN.TIII/EL fD.n
f'tl/'IERAL .D IN NER oZ GO; () cJ
TOTAL (Also enter on line 9, Re-:apilulation) S 9'1.Jd,.7i
(If more spJce IS n~ed. Insert addlllonal sheets of the same size)
''k
~r T~ll H, II 11 Q'J~w"~ l
IJ;-(\Vl1 ~:~,
~~. (-:;
. .." , ~
"""W,IH"AlHI<l'''tllISl\ ""f,
II!\'(PII,H'C~ TAX Pff1JP"
Pf~In'~lr {lfrf'ln,f
--~------ -~- ~
Fi;iAU: (:if
111:""
r/l,r..,.HHR
SCHEDUlE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
i.E'S7ER
~!!lHoo~ER
rlease Print or TYr~
.____~~_I:_~:I~~E;~_~~..;q.2.f;.-
nFSCRIPT10t~
f\MOUnf
GPU ENERGY
cOLurn13/ft
SfJf<INT
:BoRou6H DF
GAS
.)6-. '1 S"
/ 71-,06
.;//.'-17
c5-{j, 4..3
HfTlI/OVER
TOTA~{M-~:.~~;~~"-li~~:-l~'~;'~~t-:I~~~;~I"-~~~' ~~=~- d.__~j0X-.---
(If 1110'" ~pftr" IS rlf'f'dF?d, im",' addilional SI1f!P.lf 01 ~om~ ~i1.~.}
rtev.,ilJ'EX... (1-'71
.
'*'
SCHEDULE J
BENEFICIARIES
COMMONWe....lTH Of '~NNSYlV...NI....
INHIRlTANCI TAX RETUIlN
RlSlDINTDlCfDINT
ESTATE OF
FILE NUMBER
LESTER
C- /l7lLL E
cX{){)/ -6cnt/
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A, To}(oble Bequests:
1.
J]AR]3flRfi m :Bflurn
,5-..3 'j 4J WIN j) l!lf IS HILL RJJ
(YI tec;! ;:/lJ ICS jJ u R (, PA /7 ()SF
])AUIS;! TER.
/0 () 70
"ITEM .,..
NUMBER
NAME AND ADDRESS OF BENEFICIARY .
AMOUNT OR
SHARE OF ESTATE
B, Charitable end Governmental Beque'!>h:
1.
.
-.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recopilulo,jonl S
(If mare 'pace is needed, insert Qdditlonal sh..ts of sam. siz.)
Attached are documents showing that the certificate at PSECU
for 74,172.61 was a joint account in tha name of Lester Miller
and Barbara Baum.
A statement from PNC shows a joint account of Lester Miller
and Barbara Baum opened in March of 2000. When this
certificate matured Mr Miller transfered the entire amount to
PSECU to receive a better rate of interest on 4/30/01.
Accordingly this amount was listed as jointly owned property
on schedule F of the inheritance tax return as it has been
jointly owned property for more than one year prior to
Mr Miller's death.
Page 1
PSEC9:
Pennsylvania State Employees Credll Union
r.u. nJ)X 01 U I J U II} LJ'J-(j4tH (HUlffsOurg)
Harrisburg, PA 17106-7013 (800) 237-7328 (Nolionwlde)
website - http://www.psecu.com
DON'T FORGET...
MEMBERS OF YOUR FAMILV CAN JOIN
PSECU. SHARE THE BENEFITS OF
CREDIT UNION MEMBERSHIP TODAV!
1",111",111",.1,1"1,1"1,',,,,11,1,,1,11,,,,11,1,'.,,1,."
LESTER C MIllER
539 W WINDING HILL RD
MECHANICSBURG PA 17055-5146
JOINT C7NNER
BARBARA " BAUII
IiE.fIeER NUMBER
0176XXXXXX
_PI5RlOO
_ 1b
~~~~~~~_.-
o 426 ~t~~~~1
PAGE 1
-~---
04/26
04/26
04/26
04/26
041$0
04/30
04/30
11'='" -_i>llIIicoa,no.;
ID 01 REGULAR SHARE BEGINNING BALANCE
04/25 NEW MEMBER FEE:
04/25 PAVMENT: ACCOUNT ADJUSTMENT:
04/25 J48 ~ IMITtAl.llHAlte DePOSlT
. . jlIAiWmt1~hih'l#it~,gw'ihn'~:Y
. . WITHDRAwAL TItAilSFER 1'0 SHARif iio
ENDING BALANCE
DIVIDEND VTD: VEAR TO DATE
>r;wt~"
~
... -......--.....
NeW
...........
0.00
1.00
9.00
9.00
",:,:",'"",'-"'."'"
. "4Ir'01
....;:.00'
9.00
===~==========~::=:=====~===============================================================
0.00
04/~0
04/S0.
04/30:
~.'c~r.~i~=i!'.'."!~~::!r:~~=:!~~~~~~~~,:,{l .:....: 'e':.'::::i;:::.:,;::"':ii~~r::~:"":.:',~~~:~ :i~ . .
ANNUAL PERCENTAGE VIELD EARNED 5.26Y. FROM 04/30/01 THROUGH 04/30/01
ENDING BALANCE 76247.31
24 HONTH,(;ERTlFICATE WIll MATU~E Ol( 0~/~0/03. ..' . .
DIVUleNBVtJ)I.YeAR TOliATE .' ". .. < . ...... ... 10..11. .'
F-~ ~,~:~ ##~:#;~,-~:#~:!:~#.:f~'!#:+'#!!,:t#:~:'#:*';#:!:#_'.#:~#i#:~*:,':!!~:ii:#:~~.}.;:ii.'J..::,:~:i:~~:#;~,:~::~.:::f.::.:.~;r:f.:::.;.:~..::.::;::~..,:..';:r..:.:::..:.:~:.:.:..;::.r..:;;.r'::
;':':~';~:':')l:.:';::~O:":::~.:::'1~:::::i:.l:".:.r.:::.i.:~.:;.:';...:.:..:::.;i:~:FW~-~~ ~= '.
..... ....tOTAL . >>!VIDElfb '1Tn. VEAlt Tg . BArF! ........
04/~0
4007987
r,(~('~Jr~ ffv
I ''f7fJ?j:;J3c''.hO'
L:ertificate of Deposit
A~erihca .
I
/
0'
{'
y
\
I
V) 12 cJf q
PNC Bank, National Association
Certificate Number
Reference Number
/
I
~
~lJ.
---,
-'
LESTER C MILLER
BARBARA M BAlIM
539 W WINDING HILL RD
MECHANICSBURG PA
r. 20
81 .
$71,127.93
""
13 Month
/
,
"
6.60%'
, .
r'
Renewa' Type
170555146 Automatic
Product DeSCription
13 MONTHS FIXED RATE
For Information. Call
1-800-537-2262
----
r~-",..", I
II (f'"f-
'. ~,/.t, " I,
\ .---.J' 'Y.
/~. ,.
'.,
r-------- .
I .
Effective Until
Apr. 20, 2001
. ~-
EAST PENN TERR
FORM112991-0297
Pleue see reverse side for Account Agr,'!ement
Member FDI(
kOHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BU~AU OF INDIVIDUAL TAXES
DEPT. 21!Ut601
HARRISBURG, PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 011 01-07'\9
ACN 011491301
DATE 10-18-01001
IEY.1&U EX IF' ("-In
.. BARBARA M BAUM
539 WINDING HILL RD
MECHANICSBURG PA 17055
TYPE OF ACCOUNT
EST. OF LESTER C MILLER 0 SAVINGS
S. S. NO. 176-05-3031 0 CHECKING
DATE OF DEATH 07-016-01001 0 TRUST
COUNTY CUMBERLAND iii CERTIF.
REHIT PAYHEHT AHD FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU h.s provld.d the D.partll.nt with the InfaMleUon H.ted b.leN which h.. b..n us.d In
calculating the potenUal taM du.. ThIIlr reord. Indicate that .t the d8.th of the above d.cedent, YOU w.r. a joint ownerIMnefJclary of
thl, account. If you f..l thl. Infor..tlon I. Incorr.ot, pl.... obt.ln .rltten corraatlan fr~ the finenalal In.tltution, .ttech . copy
to this fora end r.turn it to the abov. IHkIn... This .ccount is taM.bl. In aooordeinc. .Ith thI Inhtlrltena. TM Lb. of the COlIlIOnweelth
of PlIMsy1vlimhi. QUit,ODiii"i tNI MlilVlICI BY"ell1Ull t7I7J TlfT"BSZ7';-- ,-,-'-"._,.....,~:.~_:_-
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Acco...t Ho. 0176053031 o.te 04-26-2001
EatebUshed
Account Balance
Percent Taxable
AltOunt Subject to
Tax Rate
Potential Tax Due
x
74,172.61
100.00
74,172.61
.045
3,337.17
TAXPAYER RESPONSE
To Insur. llir'--r arlldl t to your .ccount, two
t2J copl.. of thIs not Ie. ~.t acc~any your
pay.ent to ~ A""ter of 11111.. "eke ch.ck
p8Y11bl. tal *'"Raght.r of Illlh, Ag..t".
",'
HOTEl If blCpeltllanb a,.. .ad. .Ithln three
(3) IIOnth. of the dRalfant"s daota of d..th,
you ..y'deduct. 5Xdlscaunt of tha taM du..
Any Il"Iherl'bMiI tekdu. .UI McOlta daUnquent
nln. (9) .onth..n.... ~ det. of dII.th.
Tex
x
.
,.'~ 'K: ,..:.... '. ,-
[CHECK ]
ONE
BLOCK
ONLY
Wi!
· "~ i~,
A. 0 I~. =v:~n:~:::I: =I:.:'=n:- t:~ac:~g'I:~er '~~ Wl~l"~-~i~': ~:~:~' of 'this notlc. to obt.ln
a discount or avoid Int.r..t, or you ..y check boM "A" mil r.tum this notice to tha R.glst.r af
NUts and en official .....uant .111 b. ISluad by the PA Dape,.blent of RevenUfl.
I. ~h. ebov. ess.t he. ba.n or will b. r.port.d end t.M paid with the Penn,ylv.nl. Inherltanca Tax return
.PQ. ~~ b. fUed by the decedent-, rapre..ntaUve.,
C. ~ The above Infar..tlon I. Incorr.ct and/or debt. and deduction. Mer. paid by,1UU.
You .u,t COIlp1eta PART 0 and/or PART [] b.low. '
If you indicate a different tax rateJ p.le~.tate your
relat lonshlp to decedent: D IJ-l) (Q H /" 1 .
"'.",,,H
PART
~
TAX RETURN - COMl'UTAUON OF _TAX_OIt..tOINUIRl.!J.T_ ACCOUNTS'
LIHE 1. Date Est...U....d 1 _1-,;U) - ~OO 0
2. Account Belance 2 ?~..L7~!....~L
3. Percent Taxable 3 X ..~O.Q(J
~. Aeount Subject to Tex ~ .j 7. OK{, ..3/
5. Debt. and Deductions 5
6. AIIOWlt Texeble 6 .;j 7. 0 k'i,.~ /
7. T.x R.te 7 X .a~L
8. Tex Due 8 /,t" kg', Jlf?
DEBTS AND DEDUCTIONS CLAIMED
PART
[!]
DATE
PAID
,PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL
(Enter
on Line 5 of Tex ~teUonl
I
.
Under pen.ltle. of perjury, I declare that the
complete to the be.t of .y knowledge end belief.
fect.' t MY. r.,.o,.tlHl' Mower. true, correct .-.d
HOME ( )
WORK ( )
TELEPHONE NUMBER
DATE
TAXPAYER SIGNATURE
-
. COHHOmlEA\.TH Of PEMNSYl VANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 260601
HARRISBURG, PA 17128-0601
'*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 01-0749
ACN 01145807
DATE 10-02-2001
WEY.154SUAF' (It-II)
BARBARA H BAUH
539 WINDING HILL
HECHANICSBURG
RD
PA 17055
TYPE OF ACCOUNT
EST. OF LESTER C MILLER 0 SAVINGS
S.S. NO. 176-05-3031 0 CHECKING
DATE OF DEATH '07-26-2001 0 TRUST
COUNTY, ' CUMB,ERLAND. IX] CERTIF.
REMIT PA~ENT AND FOHNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICE has prodded tr. Depart.ent tilth tM Infor..Uon list.. belw tfhich ... be... u.ed in
calculating the potential tax due. T~ir record. Indicate thet at the death of the ~ve decedent, ,au Mere a joint owner/beneficiary of
this .cc~unt. If YOu f..l this inforaatlon I. Incorr.ct, pl.a.. obtain written correction frOl the financial institotion, attach 8 copy
to this for. end return it to, the ebov. eddres'. Thi. KCount 1. tullbl. in eccord8nce with the ,1nt.ritllnC* Tax L.... of the C-.onw..lth
of PAnn.ylv..,Je. aue.UlH1'.-y &>>. .....reel bW oalling (117) 787-UZ7~
COMPLETE PART 1 BELOW. . .'SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 80000002174514 D.t. 07-05-2000
Est.Us"""
Account Balance
Percent Taxabl.
AMount Subject to
Tax Rate
Pot.ntial Tax Due
x
32,073.14
50.000
16,036.57
.15
2,405.49
TAXPAYER RESPONSE
, To In.ure proper or-edit to your ecCOlWtt, two
on CoPi.. Of this notice ...t IICCOIIP8I1Y your
pay-.nt to the R..i.ter of Nill.. Haka check
payllbl. to: ""Register of Wllls, Agent"-.
.
x
NOTEr If ~ pa~ts ar. .-de within thr.e
(3l aonths of \he ~cedent.. date of d.ath,
you aey IMd&Jct . 52: dlsoount of the ta'" due.
any inherlunc. ta", W. .111 becoMI dttllnqlHtnt
nine (,) eonth. after the dIIt. of death.
T.x
PART
ill
A.
[ CHECK ]
ONE
BLOCK !.
ONLY
c.
. m, ",~;'.,., r". "':i;~".,, ":i!.If:{::::;:::;r,'l:,r]ll~!j
o The above Infor..tion and tax due Is corrRt.
1. You .ay ctK>>C.. to r..U peyant to the R.gist.r of NUh .Ith two cople. of this notiG. to obtain
a discount or avoid inter.st, or YOU ny check bO>t ...... -8nd return thU notice to the Magister of
, Nills and ~ official a.s...-.nt Nl11 be i.sued by the PA Depertaent of R.~.
k-i, Thill BboV8 asset has b...... or wlll be reportCld and ta'" paid with the P4tnnsylvania Inhtaritenc. Tex return
~to be flIed by tM decedent". rapr....,t.tiv..
The above infor.aUon is incorrect and/o~b and d81ductlon. wer. paid by you.
You IlUst cOllpl.t. PART 0 and/or PART 1!..1 bellow.
PART
[!J
DATE PAID
OF_TAXON JOINTLTRUST_ACCOUNT$
1 1:- O~- .:loo () .
~ ~3~~1J7.!J.14
3 X Sll.OD
4 1~.03~.S7
s
6 1e..o.36,.s7
: X 7,ltff
DEBTS AND DEDUCTIONS. CLAIHIlI. T
If you indicat. a different tax rat., pI.... .tat. your
relationship to decedent: DArJGd.-Ir~ R
PART
@]
TAX RETURN " COMPUTATION
LIHE 1. D.t. Est8blishtld
2. Account 8alenc.
3. P.rcent Taxable
4. A..unt Subj..t to T.x
5. Debts ""d DotducUons
6. AItOWlt raxabl.
7. Tax R.t.
8. Tax nu.
PAYEE
. DESCRIPTION
AMOUNT PAID
..,j, "... .. ,.. . .. ... ~... l
perjury, I declara th.t the fact. I he.,. ,..,ortitd above .,.. true, correct end
.y knowlotdll'l - ,,-u.t. HOllE ( )
WORK ( )
TELEPHONE NUMBER DATE
Under penalties of
cOlllPlete to the best of
TAXPAYER SIGNATURE
U)tl11nI1Hl 111 TH nr Pf.NNSY\ V1INU
llH'^PfHfNf or RfVF:NIJF
flURfM~ (If INOJVtrlUM TM(FS
llT.P1. 21'10601
I,^PRTSRlJRr.. r^ 17J?6-0r,OI
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
NO. 21 01-0749
01145805
10-02-2001
R[v-l~4J H MP (Oq-ODJ
FILE
ACN
DATE
EST. OF LESTER C MILLER
5.5. NO. 176-05-3031
DATE OF DEATH 07-26-2001
COUNTY CUMBERLAND
TVPE OF ACCOUNT
o SAVINGS
o CHECKING
o lRUSl
[~J CERTIF.
BARMRA M BAUM
539 WINDING HILL
MECIJANICSBURG
RD
PA 17055
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
^tlrIl~ST fINANCIAL SERVICE has providO?d t1w lh>;partl\\ent w;.th the information listed below which ha~ been lIsed in
cf'lclIl1'lting the potential tax riu~. Thl'dr records indic<'lte that at thl;l death of the ahove decedent, yoU wer'e a joint owner/beneficiary of
ttlis accollnt. If yoU feel this informi'ltion is incorrect, plR<'Ise ohtain written carrecHon frolll thll financial institution, attach i'l C'<opy
tn thi!'. (('II-m ~!\d ~l;lt\l~" it too ttw ...bove <lrlflress. lhis account is taxablll in accordrmce with the Inheritance Tax laws of the COllllllonwealth
nf f'pnnsylv>'lni",. Qu<>stions m<lY blJ ansIoIer-E'd bv calling (717) 767-83'17.
COMPLETE PART 1 BELOW . .
Account No. 80000002174515
. SEE
REVERSE SIDE FOR
07-05-2000
Date
Established
FILING AND PAYMENT INSTRUCTIONS
To insure proper credit to your aC~QUnt, two
(2) copies of this notice ~ust ac~ompany your
payment to the Register of Wills. Heke check
payable to: "Register of ~ills, Agent".
^~collnt B~11"lnce 32,230.87
rprcpnt T-:fx1"Ihl@ )( 50.000
^mour,t Subject to Tax 16,115.44
T<'ty RaffO )( .15
PfJi:('JnHal Tax Due 2,417.32
PART TAXPAYER RESPONSE
Ljllr:AIto~~!~~~$~l:i~ntf~~f.~~~~~~~~:Ak~~~:~.Il~~~:'f~)(~~~.~~$~~1t';~~$.~.(lf:lj-HX~~O,.tt~1
^. [J 'h.
I.
NOTE: If tax paymli!nts I1n:' ",ade within three
(3) months of the decudent's datu of death,
you may deduct a 5% discount of the tax due.
Any Inherltancu tax due ",ill becollK!, delinq\l(',nt
nine (9) 1!I0nths after the date of dl'ctth.
nbove information Rl1d ta){ dlle is corrli!ct.
You "'<lY choosl' to rl"",it rmy"'",nt to the Regi~ter of Wills with two copil'ls of thi~ noticp to ohti'lin
<t dio;or:mlflt or "void int"""'....', OJ YOll JIII1Y check hox "A" Arid lohun thl~ notlcf' to Hw Reqi~tOl of
Wills and ''In officIal as~e<;<;ment will be issulId by the PA Departllll'lnt of Revenue.
C!1ECK
ONE
BLOCK
ONLY
1'J. (fb,'h<' C"lhov\> 1'ls<;pt h..s bperl ()~ 101111 blOl r"'port",d and tax paid with the Pennsylvania Inherittlnce li'lX return
1f'1 to be filed by the dl;'cedl'Jnt'$ represli!ntative.
c. L'"'/:. Thp ..bove information is incorrect and/or debts imd deductions were paid by
7" You must c(llllpIet~ PART 0 and/or PART 0 b~low.
If you indicate a different tax rate, ple~se state your
relationship to decedent: D I~ UC" It_Lr ,<
rART
[2J
TAX RETURN - COMPUTATION
LINE 1. Date Established
TAX ON JOINT/TRUST
1~O'j ,;lCO<'
.'1 A,,) 10. S 7
,(j (),. (1(\
/ {, / I,'), ,( 'i
ACCOUNTS
OF
1
2
3
4
,
~
7
8
x
I {" I !,:j. 11'1
., () ll,5-
7J.5./'j
DEBTS AND DEDUCTIONS
2. Accoun-i: Balance
3. rPI.cpnt TAxable
~I. ^J'lount Subject to Tax
5. Deht~ and Deductions
6. ^",ount Taxabla
7. Tax Rl'lte
8. Tax Do~
x
rART
131
you.
AMOUNT PAID
IlIlIE P^lll
PAYEE
DESCRIPTION
=--~...
---~~-
----
I
TOTAL (Enter on line 5 of lax Computa-i:ion)
I
$
lIndpr penalties of perjurYJ I declare that the facts I have reported above are true, correct and
complpte to the best of my knowledge and belief.
lAX PAYER SIGNATURE
HOME (
WORK (
TELEPHONE
)
)
NUMBER
DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z8D6D1
HARRISBURG; PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 01-0749
ACN 01149131
DATE 10-18-2001
REV-IUJ EX AFP (O'~DDl
EST. OF LESTER C MILLER
S.S. NO. 176-05-3031
DATE OF DEATH 07-26-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
!Xl SAVINGS
D CHECKING
D TRUST
D CERTIF.
BARBARA M BAUM
539 W WINDING HILL RD
MECHANICSBURG PA 17055
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU has provided the Department with the inforllation listed below which hIlS been used in
calculating the potential tax due. Their records indicate that at the death of the above decadent; YOU were a joint owner/beneficiary of
this account. If YOU feel this infor.ation is incorrect; pleasa obtain written correction fro. the financial institution; attach a copy
to this fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the COllgonwealth
of Pennsylvania. Questions lIay be ansNered by calling (717) 787-8327.
COMPLETE PART 1 BELOW .
Account No. 0176053031-S
. . SEE
Dai.
Esiablish.d
REVERSE SIDE FOR
04-26-2001
FILING AND PAYMENT INSTRUCTIONS
Accouni Balance
Percani Taxable
ABOuni Subjeci io Tax
Tax Raie
Poieniial Tax Due
x
5,265.78
100.00
5,265.78
.045
236.96
To insure propar credit to your account; two
(2) copies of this notice .ust accollpany your
paygent to the Register of Wills. Maka check
payable to: "Register of Wills; Agent".
x
NOTE: If tax payments are made within three
(3) months of the decedent"s date of death;
YOU .ay deduct a SX discount of the tax due.
Any inheritance tax due will bece.e delinquent
nine (9) 1I0nths after the date of death.
PART TAXPAYER RESPONSE
[!]li!!!!!~~~~.li!!!~I!!!j~"!!!!lj~~~1!1!1_~!li!!~I!!!r,.!!!!.~Jj~n!j!!I.!il!.R_i~!_I!!!.!!!!.~~i!!!i.~.!!!!!1
A. 0 The above inforgation and tax due is correct.
1. You .ay choose to rellit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest; or you may chack box "A" and return this notice to the Register of
Wills and an official asseSSllent will be issued by the PA Department of Revenue.
B. lr4 The above asset has been or will be reperted and tax paid with the Pennsylvania Inheritance Tax return
!\t to be filed by the decadent.s representative.
C. c=J The abeve inforgation is incorrect and/or debts and deductions were paid by you.
You IIUst cellPleta PART 0 and/or PART @] below.
[CHECK ]
ONE
BLOCK
ONLY
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicaie a differ-eni iax raie~ please siaie your
relaiionship io decedeni:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Daie Esiablishsd
2. Accouni Balance
3. Perceni Taxable
4. Amouni Subjeci io Tax
5. Oabis and Oeducilons
6. AMouni Taxable
7. Tax Rais
8. Tax Dua
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enier on Line 5 of Tax CompuiaiionJ
I
$
Under penaliies of perjury, I declare ihai ihe facis I have reporied above are irue~ correci and
complai. io iha b.si of my knowledge and belief.
HOME (
WORK (
TELEPHONE
)
)
NUMBER
DATE
TAXPAYER SIGNATURE