HomeMy WebLinkAbout08-24-05
JOHN J. KRAFSIG, JR., INC.
ATTORNEY-AT-LAW
HARRISBURG. PENNSYLVANIA
17110-1281
2921 N. FRONT STREET
TEL: 717-236-2109
FAX: 717-236-0100
August 22, 2005
MEMBER
PENNSYLVANIA BAR
DISTRICT OF COLUMBIA BAR
Register of Wills of
O_lln..lJerland County
Cumberland County Courthouse
Carlisle, Pennsylvania 17013
In Re: Estate of
ARLErI'A B. MILLER
File No. 2005-00101
Dear Ladies:
Enclosed you will find an original and copy of the Inheritance Tax
Return in the above mentioned Estate; togetber with a check for $15.00 to
cover the cost of filing the same.
Please process the swne accordingly.
Than..1<ing you in advance, I am,
truly 1(' - ~
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Enclosures
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. COMMONWEALTH OF
, PENNSYLVANIA
" ~.'.' DEPARTMENT OF REVENUE
, DEPT. 280601
".' HARRISBURG, PA 17128-0601
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EV.1SOO Elf6 001
REV-1500
OFFICIAL USE ONLY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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C~Y CODE YEAR
CL-Ll2L_
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
MILLER ARLETTA B.
0566
SOCIAL SECURITY NUMBER
193 24
DATE OF DEATH (MM-DD-YEAR)
01/25/2005
DATE OF BIRTH (MM-DD.YEAR)
03/14/1913
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
[K] 1. Original Return
o 4. Limited Estate
lliJ 6. Decedent Died Testate (Mach copy 01 Will)
D 9. L~tigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dale of death after f2.12.82)
D 7. Decedent Maintained a Living Trust (Mach copy ofTrusl)
D 10. Spousal Poverty Credit (dale of dealh between 12.31.91 and l.f.95)
D 3 Remainder Return (dale of dealh prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME'
JOHN J. KRAFSIG, JR., ESQUIRE
I
COMPLETE MAILING ADDRESS
FIRM NAME (If Applicable)
2921 North Front Street
Harrisburg, Pennsylvania
17110
Jr. Inc.
TELEPHONE NUMBER
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
OFF,lclAL USE10NLY
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t;..-:.-l i ;'
None
(1)
(2)
(3)
(4)
(5)
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,
$158,815.S0
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',,:,'; 1
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3. Closely Held Corporation, Partnership or Sole.Proprietorship
None
None
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4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
None
$97.131.00
(6)
7. Inter.Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
(7)
None
8. Total Gross Assets (total Lines 1-7)
(8)
$255,94<].50
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
$29,619.55
$318.37
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(11)
(12)
(13)
$29,937.92
$22fi,008.58
$1,000.00
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$255,008.58
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
N/A
x.o_ (15) N/A.
xoLll (16) ~l;I0,125.?5"
x .12 (17) N/A
x .15 (18) N/A
/ ~10,125.39
(19)
16. Amount of Line 14 taxable at lineal rate
$225,008.58
17. Amount of Line 14 taxable at sibling rate
T\'/A
18. Amount of Line 14 taxable at collateral rate
N/A
19 Tax Due
20 EJ
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
4837 E. Trindle Road
CITY
I STATE
PA
I ZIP 1 7 0 5 0
~lechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
N/A
$10,821.63
506.27
Total Credits (A + B + C ) (2)
$11,327.90
(3) N/A
(4) $1,202.51
(5) None
(5A) N/A
(58) None
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E )
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
~heck box on Page 1 Line 20 to request a refund
5. If line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
~10,125.39
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the properly transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 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 within one year of death
without receiving adequate consideration? ............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare thai I heve, exemined this re,lurn. i . uding accompenying schedules end slelnmrnls, and to the best of my ~npwledge and belief, il is true, correct and complete.
Declaration of preparer other than the personal representative is ba on all information of which preparer hes any knowledge.
ADDRESS
373
SIGNATURE
Beach, Florida
32174
ADDRESS
29
Pennsylvania
17110
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S ~9116 (a) (1.1) (i)]. '
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are slill applicable even
the surviving spouse is the only beneficiary.
For dales of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a n&tural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. ., . I
The lax 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. g!t16(1.2) 172 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)). A sibling is defined, under Sedion 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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'John 'J. 'l(raf silj, 'Jr.
ftttorney at Law
2921 'J{. 'J ront Strut
9Iarrisfnulj. pft 17110
WILL AND TESTAMENT
I, ARLETTA B. MILLER, of Hampden Township,
in the
County of Cumberland and State of Pennsylvania, being of sound mind,
memory and understanding, do make and publish this my last will and
testament, hereby revoking and making void all former wills by me
at any time heretofore made.
And first,
I direct that my funeral be conducted in
manner corresponding with my estate and situation in life and that
all my just debts and funeraf expenses be fully paid and satisfied
as soon as conveniently may be after my decease.
As to such estate as it hath pleased God to intrust me
with, I dispose of the same as follows, viz:
I. In view of the fact all of my assets at the time of the
making of this Will are personal property, I authorize my
Executor to convert all of my assets i~to cash, at either public
or private sale, without the necessity of prior court approval
and without the necessity of posting bond and after the payment
of all deb~s, costs,- taxes and expenses, I make the following
"
provisions, to wit:
(\A?D
- Page I -
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(a) I hereby bequeath the sum of $500.00 to my
daughter, Patricia Jane Wolf;
(b) I hereby bequeath the sum of $2,000.00 to my
granddaughter, Cindee Wolf;
(c) I hereby grant and bequeath to my following great-
grandchildren, the sum of $50.00 a piece to wit: Derek Wolf,
Brooke Waters, Ashley Shelton, Morgan Lindsey Fox, Allison
Wolf, Paige Fox.
(d) I hereby bequeath the sum of
$1,000.00 in the
memory of Gilbert S. Miller and Arletta B. Miller to the
Shrine Crippled Children's Hospital at Elizabethtown, Penn-
sylvania.
II. I further expressly authorize and empower my Executor, that
all bequests are to be made free and clear of inheritance
taxes due on each bequest, which inheritance tax shall be
paid from my residuary estate.
III. As to the rest, residue and remainder of my residuary estate,
real, personal or mixed, wheresoever situate, I bequeath 30%
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of the said residue to patricia Jane Wolf and 30% to the
children of my deceased daughter, Dolores Ann Thomas, equally,
share and sh~re alik~, to-wit:
/'
Shelton and Denise Thomas Fox.
LaVonne Waters,
Marchelle
As to the remaining 40% of
,
my estate, I bequeath the same in the following portion or
- Page 2 -
a~'i3 '1,
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shares, to share and share alike, a one-fifth (1/5th) share
. to my four grandchildren, Cindee Wolf, LaVonne Waters,
Marchelle Shelton and Denise Thomas Fox; the remaining one-
fifth (1/5th) share shall be divided in a one-half (1/2)
portion each to Derek Wolf and Allison Wolf, my great-
grandchildren.
I further direct and provide, that if my
said daughter should predecease me, then in such event only,
her respective share shall pass to her surviving children.
IV. I further expressly direct that as to any grandchildren or
great-grandchildren who have not attained 21 years of age
at the time of my death, I hereby appoint James Wolf, their
trustee/guardian, without the necessity of posting bond, to
invest their respective interest in a secured investment,
and shall not be payable to them, until the said child attains
21 years of age; at which time, their respective trust shall
terminate.
V. I direct that my body, pursuant to an authorization signed
by me during my lifetime shall be given to the Humanity Gifts
Registry of the State of pennsylvania)and I donate my said
body and organs.
In view of the same, there shall be no
formal burial for me.
/
VI. I hereby nominate and appoint John J. Krafsig, Jr_, _Esquire,
I
to serve as the attorney for my estate and direct my Executor
- Page 3 -
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to engage his services.
And I hereby nominate, constitute and appoint JAMES
WOLF, my Executor, and if he predeceases me or is unable to serve,
I hereby nominate, constitute and appoint JOHN J. KRAFSIG, JR., my
Executor, _of this last will and Testament, without the necessity
of posting bond.
IN WITNESS WHEREOF, I, ARLETTA B. MILLER, the Testatrix,
have to this, my Will, written on four (4) sheets of paper, set my
hand and seal this
~~~day of September, A.D. Two Thousand
Three (2003).
aj'~ 't3. '-rrz:~{? UJ
Arletta B. Miller
(SEAL)
Signed, sealed, published and declared by the above
named Testatrix, as and for my last will and Testament, in the
presence of us, who have hereunto subscribed our names at her
request as witnesses thereto, in the presenc~ of the said Testatrix
and of each other.
./
- Pa<Ie 4 -
REV.'~3 Ex ~'(1.97)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ARLETTA B. MILLER
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2 .
3 .
4 .
5 .
6 .
DESCRIPTION
PPL - 200 shares of Ccmmon Stock
PNC Financial Services - 150 shares of Common Stock
Dreyfus Service Corp. - Investments (stocks & bonds)
American Express:
01054604138002 - 693.597 shares
012424604135002 - 4783.735 shares
013124604136002 - 9813.451 shares
Waypoint - 1449.00 shares
AARP - Scudder Distributors, Inc.
Shares redeemed
Shares redeemed
VALUE AT DATE
OF DEATH
$10,520.00
$8,011.50
$7,686.44
$5,087.71
$22,980.57
$48,282.18
$40,572.00
$9,406.87
$6,268.23
TOTAL (Also enter on line 2, Recapitulation) $ $ 1 58 , 815 . 50
(If more space is needed, insert additional sheets of the same size)
,*UBS
UBS Financial Services Inc.
54 State Street
Suite 1000
Albany, NY 12207-2501
Tel. 518-434-5770
Fax 518-445-1600
Toll Free 800-255-3400
www.ubs.com
March 9, 2005
John J. Krafsig, Jr. Inc.
Attn: Sandra L. Schorr
2921 N. Front. St.
I:Iarrisburg, P A 18110-1250
Dear Sandra:
The following are the 01125/2005 as of prices, which you requested:
PPLCorp. (200 shares)
Cusip #69351TI06
High: 53.14
Low: 52.47 $.52.60 = $10,520.00
Close: 52.60
PNC Financial Services (150 shares)
Cusip #693475105
High: 54.00
Low: 53.00
Close: 53.13
$53.41
=
#8,011.50
If I can be of any further assistance please do not hesitate to call me.
Sincerely,
Gl- ~J~{,~
Joyce . eehan
Registire Client Service Associate
The above summary/prices/quotes/statistics have been obtained from sources believed to be reliable, but we
cannot guarantee their accuracy or completeness. Past performance is no guarantee of future results.
UBS Financial Services Inc. is a subsidiary of UBS AG.
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UQUIDATION CUBCK
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Account number: 0010-3360107605
Dete: 05105105
Check numbGr 002328807
Pill" ... ......... ......................... ......SIVllN 1liOUSAND SIX HUN1>BEI> SIVJINtY ~ 9S 1100
to Ibe order 0(:
Amount
$7.6'70."
ESTATE OF ARLETT A B MILLEn
c/o JAMES WOLF EXEClITOR
373 TULIP TREE LN
ORMOND BEACH Fl32174-5827
.a _..~ ~ DTlASAOENT
~ . ~ AUTHORIZED SIGNATURE
THl: IlI<NK ,.,.. Il(W YO"II
WWt'lii PlAINS, WY 101102
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lnneapoll~, Minnesota 55474 AXP
1li'\V( MCOIlDfO YOUR lAAlltlAC1.OH Aa FOl.lOW&:
'NaAClION I),I<.lS ClAaa ..AICI
/16/2005 A .8.'~O
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CONFIRMATION
SELECTIVE FUND. IHe
FUll REDEMPTION
a_ca
!S87.018-
ACCRUED DIVIDEND
'"""'QUill
85,017.11
$10.00
CHECK AMOUNT
05.087:tT
JAMES WOLF AS EX
313 TULIP TREE LANE
ORMOND JEACH FL 32114-5821
lOlAl _.lIft OINNrD
.000
lAltl>AnA HUMIEA
CIAl. 'W,RI' ISSUED
.000
ACOOUNl ~1J~rA
OlOl~158L211-'
NON-NEGOTIABLE
I!sr Of ARLEnA' MILLER CAlN/LOSS INfOItHATIClH "ILL II
SEMl AfTER YEAR tND
KUP lNtll trul '011 YoufIIIECOIIIl.. OGl '311 IFl1011G11U1l0OZI
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DME
5/17/2005
AlItCOUI!'.Nl,IIINII
0101-1581,211-6
PAY 10 l~' ORDaAO'
JAMES WOLF AS EX
373 TULIP TREE LANE
ORMOND BEACH FL 32174-5827
euS10C1A11 AUOllltl
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5/16/2005 A .4.780
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AXP SMORT DURATION U.S. GOVrRNMENT Fo;mt&=IRMATION
I="ULl RfDfMPTION
'lIMI$
4,802.168-
ACCRUED DIVIDEND
AlolO JIll
l22,954.36
.26.21
CHeCK AMOUNT
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JAMES WOLF AS EX
$73 TULIP TREE LANE
ORMOND lEACH FL 52174-5821
torAL 'MAlln O",llrD
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tAll, AnA IlUIlIUA
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SENT AFTEIl VEAl END
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573 TULIP TREE lANE
ORMOND BEACH FL 32174-5821
CU'l~ ACCOlJIIl
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nneapolis. Minnesota 55474
>lAVII F\'COl\I>C~ vClUlII 'J:Wl~1101l At ~WW$:
.1t."C1IOH DI'o II CLA" '1I1el
'16/2005 A $4.920
CONFIRMATION
LARGE ~AP EQUITV FUND
fULL REOfMPTIOH
SHAAn
~J,813.4!51-
AMQUk'
$4e,2e2~le
JAMES WOLF AS EX
375 TULIP TREE LANE
ORMOND lEACH FL 5217~-5827
CIIII. 'MARC'I"UID
.000
ACCO\JHT IIVIGIII
0101-1581,224-9
NON-NEGOTlA8l!
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PAY TO'HI OIIllVl 0'
JAMES WOLF AS EX
373 TULIP TREE lAME
OR"ONDJEACH Fl 32174~5827
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SOVEREIGN BANCORP. INC
HIS REORG^NIIATION DEPARTMENT
P.O. BOX 3300
SO IIACKENSACK. NJ 07606
CASH CONSIDERATION FOR WAYPOINT FINANCIAL SHARES
205-760-94675610
,JAMES WOlf EX
LST ARI.ETTA B MlllER
373 TULIP TREE lANE
ORMOI~D BEACH FI. 3;>1 '/.1
ACCOUNT KEY ~1ILUR-.. ARlFROOOO
RLCAP NlJl'lBt.R (\0/9
M 1141
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10372812~
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STATEMENT OF SHARES EXCHANGED
LOST SEe
FEE
.00
PROCESSING
FEE
.00
SHARES
EXCHANGED
1,449.0000
CASH
PAYM1:NT
40 . 5 " 2 . 00
JOB#
117119
(,HECK NUNBER GROSS AMounT WI THHEI.D AroilOUNT CHECK AMOUNT CHECK DATE
9990:381 to,572.00 .00 40.572.00 07/07:2005
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ACCRUED
DIVIDEND
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CONFIRMATION OF REDEMPTION
SCUODER DISTRIBUTORS INC
811 MAIN ST
KANSAS CITY MO 64105-2005
ESTATE OF ARlETTA B MILLER
JAMES WOLF' EXEC
373 TULIP TREE LN
ORMOND BEACH Fl 32174-5827
ACCOUNT NO 04295085523-7
5.S. OR TAX tD. NUMBER ON FILE
CONFIRM
DAn.:
T\{ANSACnON
OOILAR AM.OUNT
OF TRANSACTION
SliME
PRICE
T" ANSAClIQN TOTAL SIIARl:~ I
OWNEI) .~_J
. . . ~E(JrNNING' RALANCE .- , . .- - .. _. --'" .. ... -,-. . .600
7/05 7/05 TRANSFER mOM 214000632 625.457 625.4S7
7/05 7105 SllARES REDEEMB)) 9,406.1\7 1504 (,2s . 457 .000
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'II~:(~K II.MOUNT ellliCK N'UMnEll- CIlY-Cl<. OAr.. YOUR DISTRIBUTION OPTION 15 SIIARf.:S VOl NOW OWN
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INCOMll DIY! CAPITAl OArN5 IN CtRTIFICAT" FOJl.f>( I NON CP.lUn'I(;A II FOll.M I TO'I'AL SIIA,ll.U OWN!!" I
'..1) 406.87 ()()(~2,) 11050 7/05/05 REINVESTMENT , .000 ,
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CONFIRMATION OF "EDEMPTION
SCUDDER DISTRIBUTORS INO
611 MAIN $T
KANSAS CITY MO 84105-2005
EST ATE OF ARLETT A e MILLER
JAMES WOLF EXEC
373 TULIP TREE IN
ORMOND BEACH FL 32174-5827
ACCOUNT NO 04295085523-7
5.S. OR TAX 1.0. NlJl\.1BER ON FILE
CONFIRM
DME
TRANSACTION
DOLLAR AMOUNt
OF lRANSACTION
SHARE
PRICE
TRANSACTION
. .
7/05 7/05 SIII\RES REOEEtv1EO 6,268,23 n.44 228,434 .000
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:IlRCK AMOUW'r ell"c", NUMJ}Il~ CI~CK DATJ\ YOUR. DISTP.llJUTlON OP1'ION IS SHARES VOt NOW OWN ....1
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INCOME D1VS CAPITAL GAINS IN C'.ltlflC; T1 POlM I ~o'" CIll'I'PI(!^",,~ fORN I TOTALSR^l~~' , 1
~'U(,,26S.23 0<l<l29 10698 7/05105 REINVESTMENT ,000
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228 434
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'TRANSfER FHOM 214000632
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REV-1508 EX +:11-97)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
ARLETTA B. MILLER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of SUNivol'$hip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ARP Dividends (5) $179.01
2. Dreyfus Dividend $51.62
3. Bankers Life - Health Insurance Refund $1,907.35
4. Bankers Life - Death Benefit $16,585.97
5. Waypoint:
Checking Acct.
Checking Acct.
Certificate of
Certificate of
#500006972
#100494251
Deposit #500012459,
Deposit #500012505,
with interest
with interest
$12,793.18
$11,975.19
$26,~288.10
$25,581.51
$1000.00
$28.63
$1,395.44
$345.00
6.
7 .
8 .
9 .
American Express - Dividend
Comcast Refund
Country Meadows - Refund from assisted living home
Personal effects and property
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
97,131.00
.'
.
,
.
BANKERS UTE ,fJVO CA.n/,u.1T COMI'ANY
AltlltUtJl SfTtlie~ . ~'M~J,_~"'.m ~
~#. f1.MMUZllI. T~of: JI:J"J'tk)(J(II
OA TE 07/01105
NO. 3054018
62-4
311
~
CDJ80
7616717
SixtEEN THOUSAND, FIVE HUNDRED EIGHTY-FIVE AND 97/100 -------OOLLARS
l)AOUNT
S16,585.~
PAY TO THE
. ORDER OF
ESTATE OF ARLETTA B MILLER
313 TULIP TREE L^HE
ORMOND BEACH FL 32114
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84"KERS LIFE AND
CASUALTY COMPANV
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MELLON SANK N.A. - PHtl4D~lPHtA PA
PAYA8L! lHROUG~ MELLON BANk (OE) N.A. W{lMINCTO~ Dt
vaIn AFT~R 18~ DAYS
ge ~O 5~O ~Bll. 1:0 3 ~ ~OOO'" 1': 2'HQbQ aOI;,II-
~gACK of.HIIS OOCI,I~_~J. ~~./V'l ARTIFICIAL WATeRMA.RK
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08/05/2005 FRI 13:28 FAX
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Court Ordered Processing J MAl MB3 02-10
P.O. Box 841005
Boston, MA 02284
August 5, 2005
JolID J. Krafsig, Jr., lnc
. Attorney at Law
2321 N. Front St.
Harrisburg, PA 17110-1281
Via Facsimile: 717-235-0100
RE: Estate of: Arletta B. ,Miller
Date of Death: January 25, 2005
Dear Mr. Krafsig:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours.
~(Y(13
Linda Spavento
OAQ Team Leader
(617) 533-1789
~ 002/003
~~/05/2005 FRl 13:29 FAX
~ 0031003
Sovereign Bank
ESTATE OF
SOCIAL SECURITY ##:
DATE OF DEATH:
Arletta B Miller
193-24-0566
January 25, 200S
Account 11: 0571120393 Type:
In the name of: Arletta B Miller
Date of Death Balance:
Int.(YTD) from 1/112005 to
Accrued interest to date of death:
Other Info: fonner Waypoint # 500006972
Checking
Open date: 11117/1983
$12,793.18
111312005
$3.72
$24.82
Account II: 1051080703 Type:
In the name of: Arl~ B Miller
Date of Death Balante:
Int.{YTD) from 1I11200S to
Accrued interest to date of death:
Other Info: fonner WaYl?oint # 100494251
Checking
Open date: 1/10/2003
$11,975.19
1I1312005
SO.55
$1.52
Actount #: 0575131842 Type:
In the name of: Arletta B Miller
Date of Death Batan~e:
Int.(YTD) from 1/112005 to
Accrued interest to date of death:
oth_ Info: fonner Waypoint # 500012459
CD
Open date: 9/20/1999
$25,986.41
1/25/2005
$41.50
$0.00
A<<ount N: 0575131891 Type:
In the name of: Arletta B Miller
Date of Death Balance:
Int.(YTD) from l/lflOOS to
Aecrucd interest to date of death:
Other Info: fanner Waypoint # 5000 12505
CD
Open date: 10/1/1999
$25,570.82
1/1/2005
$17.75
$21.24
Page 1 of 1
'REV-1511 'EX+ (12-91:1) .
~. ....l~:?1\
.,. WIJ~
ESTATE OF
ITEM
NUMBER
A.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ARLETTA B. MILLER
FILE NUMBER
Debts of decedent must be reported on Schedule I.
1.
DESCRIPTION
FUNE~~}~hE~ilit~e Funeral Home - Funeral services for
decedent
Additional funeral services costs
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
Name of Personal Aepresentative(s)
James Wolf,
Executor
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
373 Tulip Tree Lane
City
Ormond Beach
State ~ Zip
3217,4
Year(s) Commission Paid:
2005
AtlorneyFees - John J. Krafsig, Jr., Esquire
3. Family Exernption: (If decedent's address is not the same as claimant's, attach explanation)
4.
5.
6.
7.
Claimant
None
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
Probate Fees - Register of ~^lills of Cumberland County
Legal advertisement: Cumberland County Law Journal
The Sentinel
Sandra L. Schorr - Witness fee
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
lY~~:88
$14,090.00
$14,090.00
None
$380.00
$75.00
$151.55
$15.00
29,619.55
REV.1512 EX -+ (1-97)
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ARLETTA B. MILLER
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
2 .
3 .
4 .
5 .
6.
7 .
DESCRIPTION
S & K Storage - Storing decedent's personal property
S & K Storage - Storing decedent's personal property
Verizon - Services to decedent
Alan C. Huff, DDS - Dental services to decedent
Sandra L. S. Krafsig - Reimbursement for postage to
mail notice, stocks, etc. and copying at State
Street Copiers of notices, wills, etc.
John J. Krafsig, Jr., Esquire - Reimbursement for
obtaining additional Short Certificates from
Register of Wills
James Wolf - Reimbursement of postage in mailing
papers back and forth to Attorney
AMOUNT
$63.00
59.00
$13.49
$65.00
$46.48
$28.00
$43.40
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
318.00
r
REV-1513 EX :11-97)
ESTATE OF
NUMBER
I.
SCHEDULE J
BENEFICIARIES
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ARLETTA B. MILLER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
1. See attachment
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Shrine Crippled Children's Hospital at Elizabethtown, Pa
closed - Direct bequest to
Philadelphia Shrine Hospital for Children
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
$1,000.00
$1,000.00
ESTATE OF ARLETTA B. MILLER
SCHEDULE J
BENEFICIARIES
1. PATRICIA JANE WOLF - 373 Tulip Tree Lane, Ormond Beach, Fl 32174
(Daughter) - $500.00 cash and 30% of residuary
2. CINDEE WOLF - P.O. Box 7221, Wilmington, NC 28406
(Granddaughter) - $2,000.00 cash and 1/5 of 40% of residuary
3. DEREK WOLF - c/o James Wolf, 373 Tulip Tree Lane, Ormond
Beach, Fl 32174
(Great Grandson) - $50.00 cash and 1/2 of 1/5 of 40% residuary
4. BROOKE WATERS REYNOLDS - 12622 Remler Dr. W, Jax, Fl 32223
(Great Granddaughter) - $50.00 cash
5. ASHLEE OPHELIA SHELTON-BARNES - 2613 North 5th St., Harrisburg,
pa 17110
(Great Granddaughter) - $50.00 cash
6. MORGAN LINDSAY FOX - 116 Allendale Way, Camp Hill, Pa. 17011
(Great Granddaughter) - $50.00 cash
7. ALLISON WOLF - 9 Beaver Road, Camp Hill, Pa. 17011
(Great Granddaughter) - $50.00 cash and 1/2 of 1/5 of 40%
residuary
8. PAIGE FOX - 116 Allendale Way, Camp Hill, Pa. 17011
(Great Granddaughter) - $50.00 cash
9. LaVONNE WATERS - P.O. Box 23033, Jacksonville, Fl 32241
(Granddaughter) - 1/3 of 30% residuary and 1/5 of 40% residuary
10. MARCHELLE SHELTON - 199 Blue Mountain Dr., Lewistown, Pa. 17044
(Granddaughter) - 1/3 of 30% residuary and 1/5 of 40% residuary
11. DENISE THOMAS FOX - 116 Allendale Way, Camp Hill, Pa. 17011
(Granddaughter) - 1/3 of 30% residuary and 1/5 of 40% residuary