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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
.li 05
DECEDENT'S NAME (LAST FIRST. AND MIDDLE INITIAL)
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Miller, William Phillip
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
09-22-2005
08-20-1930
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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x 1, Onglnal Return
2. Supplemental Return
00872
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
NUMBER
168-26-2963
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Return (date of death pilar to 12-13-82)
x 6. Decedent Died Testate (Attach
copy of Will)
9. Litigation Proceeds Received
4a. Future Interest Compromise (date of death after
12-12-82)
7 Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal Povertv Credit (date of death between
12-31-91 and 1-1-95)
8. Total Number of Safe Deposit Boxes
4. Limited Estate
5. Federal Estate Tax Return ReqUIred
11 Election to tax under Sec. 9113(A) (Attach Sch 0)
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:I1:I!.S2SI:C,.lgl'4l\1lUSl"~I:C_Ol\ll",tE"I:D,AtL CO~RE.SP9NDENCE/>,t:I[)i(39NFIDENTI/>,LTAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Jan M. Wiley
FIRM NAME (If applicable)
Wiley, Lenox, Colgan, & Marzzacco, P.C.
TELEPHONE NUMBER
717 -432-9666
1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3 Closely Held Corporation, Partnership or Sole-Proprietorship
4, Mortgages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
z 6, Jointly Owned Property (Schedule F)
~ Separate Billing Requested
:s 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
~ (Schedule G or L) Separate Billing Requested
~ 8. Total Gross Assets (total Lines 1-7)
~ 9, Funeral Expenses & Administrative Costs (Schedule H)
0::
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)
130 W. Church St
Dillsburg, PA 17019
(1 ) 60,504.59
(2) None
(3) None
(4) None
(5) 7,361.15
(6) None
(7) 774.78
(8) 68,640.52
(9) 16,475.59
(10) 660.10
(11 )
17,135.69
51,504.83
0.00
(12)
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
51,504.83
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00
2,317.72
0.00
0.00
2,317.72
20, D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURI: lOANSWER ALL QUI:STIONS ON REVI:RSE SIDE AND RECHECK MATH <<
Copyright 2002 form software only The Lackner Group, Inc.
15,Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
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0 (16)
j:: 16, Amount of Line 14 taxable at lineal rate 51,504.83 x .045
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a. 17,Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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u 18, Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
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I- 19, Tax Due
(19)
Form REV-1500 EX (Rev. 6-~0"><..~'
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Decedent's Complete Address:
STREET ADDRESS
525 Boslar Avenue
CITY Lemoyne
STATE PA
ZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
1,710.00
90.00
Total Credits (A + B + C)
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.
Check 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
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE
Make Check Payable to: REGISTER OF WILLS, AGENT
(1 )
2,317.72
(2)
1,800.00
(3)
(4)
(5) 517.72
(5A)
(5B) 517.72
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and Yes No
a, retain the use or income of the property transferred;" ' x
b. retain the right to designate who shall use the property transferred or its income;"". x
c. retain a reversionary interest; or""" x
d, receive the promise for life of either payments, benefits or care? x
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?" x
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? x
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 pe~ury, f 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
con:tple_te. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
~bert C. Miller .
(SIts-~'"6;t~~RE~~;-c!r~~;-;RETURN ADDRESS
W': 0' ""l4;t":,kdb,,, ""'"
n M. Wiley
2193 County Line Road
Dillsburg, PA 17019
130 W, Church St
Dillsburg, PA 17019
x
DATE
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DATE
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 PS. S9116 (a) (1.1) (i)l.
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, S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary,
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 PS, S9116 (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 45%, except as noted in 72 PS
S9116 1,2) [72 PS S9116 (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, S9116 (a) (1.3)], A sibling is
rl~fined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption,
fuast lIill ann ID.rsmm.rnt
OF
WILLIAM PHILLIP MILLER
BE IT REMEMBERED, that I, WILLIAM PHILLIP MILLER, of 525
Bosler Avenue, Lemoyne, Cumberland County, Pennsylvania,
being of sound mind, memory and understanding, do make,
publish and declare this as and for my Last will and
Testament, hereby revoking and making null and void any and
all Wills and Testaments and writings in the nature thereof
by me at any time heretofore made.
ITEM 1:
I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be
convenient.
ITEM 2:
All the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath
unto my three children, WILLIAM P. MILLER, JR., ROBERT C.
MILLER and BARBARA J. UNDERKOFFLER, in equal shares, per
stirpes.
ITEM 3: I direct my hereinafter named Executor to pay
all inheritance, estate, succession and legacy taxes of
whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, may be subject and to charge
such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, either federal or state, on
any property required to be included in my gross estate,
under the provisions of any state or federal law now in force
fN~~)1{~SEAL)
WILLIAM PHILLIP MILLER
-1-
or hereafter enacted, shall be prorated among the persons
interested in my estate to whom such property is or may be
transferred or to whom any benefit accrues.
ITEM 4: I appoint my son, ROBERT C. MILLER, as Executor
of this my Last will and Testament. Should my son, .Robert C.
Miller, predecease me, fail to qualify, cease to act or
renounce probate, I then appoint my son, WILLIAM P. MILLER,
JR., as alternate Executor of this my Last Will and
Testament.
ITEM 5:
I direct that my Executor or his successor
shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ///}Jday of ()et:Ju,D , 2000.
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~~ft~SEAL)
WILLIAM PHILL P MILLER
-2-
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF YORK
We, WILLIAM PHILLIP MILLER, JAN M. WILEY, ESQUIRE
and SHAWNA L. VARNER, the Testator 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 Testator
signed and executed the instrument as his Last Will and
Testament and that he had signed willingly (or willingly
directed another to sign for him), and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed this Last
will and Testament as witness and that to the best of
their knowledge the Testator was at the time eighteen
(18) years of age or older, of sound mind and under no
constraint or undue influence.
~~efrtM'~ ~~
Q..v\ n-., c.J:
SS
Sworn to and subscribed
before me this //~ day of
Oc-b)fu.o , 2000.
s J)/J1Ml JutLdf €ful
NOTARY PUBLIC
MY COMMISSION EXPIRES:
Rev.150Z EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Miller, William Phillip
FILE NUMBER
21-05-00872
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Sale of property situate at 525 Bosler Ave., Lemoyne, PA:
60,000.00
2
Tax Proration due estate from sale of 525 Bosler Ave., Lemoyne, PA:
504.59
TOTAL (Also enter on Line 1, Recapitulation)
60.504.59
(If more space is needed, additional pages of the same size)
Copyright (cl 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
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B. Tv~'e of Loan
1. FHA 2. FMHA 3. Cony. Unlns 6. File Number 7. Loan Number:
4. JA 5. Conv. Ins. 1222-05 MartQage Insurance Case Number.
C. Note: thIs form is furnished to give you a statement of actual settlement costs. Amounts paid to and
by the settlement agent are shown, Items marked "(p.D.C.)" were paid outside the closing; they are
shown here for information ourooses and are not included in the totals.
D. Name/Address of Borrower:
PATRICK A. AND PAULA M. MCCARTHY 83 KELLY DRIVE, CARLISLE PA
E. Name/Address of Seller:
THE ESTATE OF WILLIAM PHILLIP MILLER
F. Name/Address of Lender:
FIRST NATIONAL BANK OF MARYSVILLE 101 LINCOLN STREET MARYSVILLE, PA 17053
"
G. Property Location: Settlement Agent: Arthur M. Feld, Esquire
525 BOSLER AVENUE LEMOYNE PA 1309 Bridge St., New Cumberiand, PA 17070
TIN: 23-2582769
Date of Settlement NOVEMBER 30, 2005
J. SUMMARY OF BORROWER'S TRANSACTION SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract Sales Price 60,000.00 401. Contract' Sales Price 60,000.00
102. Personal Prooertv 402. Personal Prooerty
103. Settlement charqe to borrower (Line 1400) 2,219.50 403.00
104.00 404.00
105.00 405.00
Ad'ustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. City/town taxes 406. City/lown taxes
107 County Taxes 11/30/05-12/31/05 27.59 407. Countv taxes 11/30/05-12/31/05 27.59
108. SchoolTaxes 11/30/05-06/30/06 477.00 408. School Taxes 11/30/05-06/30/06 477.00
109. Refuse 409. Refuse
110.Waler 410. Water
111. Sewer 411. Sewer
112.00 412
120. GROSS AMOUNT OUE FROM BORROWER 62.724.09 420. GROSS AMOUNT DUE TO SELLER 60.504.59
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deposit or earnest money 6,000.00 501. Excess Deposit (see instructions)
202. Principal amount of new loan s) DISBURSE 62,724.09 502. Settlement charges to seller (line 610.00
$85,000. 00 NEW MGT AMOUNT 1400
203. Existinq loan(s taken sub'ect to 503. Existina loan(s taken subject to
204.00 504. Payoff of 1st Mortoaoe Loan
205.00 505. Payoff of 2nd Mortgage Loan
206.00 506.00
207.00 507.00
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER ADJUSTMENTS FOR ITEMS UNPAID BY SELLER
21 O.City/town taxes 510. Cltvltown taxes
211. County laxes 511. County taxes
212. Assessments 512. Assessments
213. School Taxes 513. School Taxes
214. Refuse 514. Refuse
215. Waler 515. Water
216. Sewer 516. Sewer
217.00 517.00
218.00 518.00
219.00 519.00
220. TOTAL PAID BY/FOR BORROWER 68,724.09 520. TOTAL REDUCTIONS IN AMOUNT DUE 610.00
SELLER
300. CASH AT SETTLEMENT FROMrrO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER
301. Gross amount due from borrower 62.724.09 601, Gross amount due to seller (line 60,504.59
(line 120 420)
302. Less amounts oaid by/for borrower 68,724.09 602. Less reductions in amount due 610.00
line 220 seller line 520)
303. CASH X)From TO Borrower 6,000.00 603. CASH ( FROM TO (X SELLER 59,894.59
SUBSTITUTE FORM 1099 SELLER STATEMENT: The information contained herein Is Important tax information and
is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or
other sanctIon wHl be imposed on you if this item is required to be reported and the IRS determines that it has not
been reported. The Contract Sales price described on line 401 above constitutes the Gross Proceeds of this
transaction.
SELLER INSTRUCTIONS: 111his real eslate was your principal residence, file Form 2119, Sale or Exchange of
Principal Residence, for any gain, with your income tax return; for other transactions, complete the applicable
parts of Form 4797, Form 6252 andlor Schedule D (Form 1040)
You are reqUired by law to provide Arthur M. Feld, Esquire with your correct taxpayer identification
number. If you do not provide your correct taxpayer identification number, you may be subject to civil or criminal
penalties imposed by law, and Under penalties of pe~ury. I certify that the number shown on the additional documents signed at
settlement is my correct taxpayer identification number.
Seller #1 Buyer #1
Seller #2 Buyer #2
7to:T()TAi:'SA~E~/B~;;KiR'S COMMISSION BASED ON PRICE $ PAID FROM PAID FROM
AI' %= BORROWER'~ SELLER'S
Division of Commission line 700) as follows: FUNDS AT FUNDS AT
701. $ to SETTLEMENT SETTLEMENT
702. $ to
703. Commission paid at Settlement (Money retained by broker
applied to commission 1$ I
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Ori jnatlon Fee $ 1/2 % First National Bank of Marvsville 425.00
802. Loan Discount %
803. ADDraisal Fee $ to First National Bank of Marvsville 325.00
804. Credit Report to
805. Broker Fee to
806. Tax Service Fee to
807. Processing Fee to
808. Courier Fee to
809. Flood Cert. To
810. Yield Spread to Broker
811. Admin Fee to
812 ADDlicatlon Fee $ to First National Bank of Marvsville 150.00
813.00
814.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from to @ $ Idav
902.00
903.00 .
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard insurance months $ oer month
1002. Mortoaoe insurance months $ per month
1003. City Dropertv taxes months $ oer month
1004. County property taxes months $ oer month
1005. School taxes months $ per month
1100. TITLE CHARGES
1101. Settlement Fee
1102. Title Examination to
1103. Document Preparation to
1104. Notary Fees cash 10.00 10.00
1105. Attomevs Fees to Arthur M. Feld 625.00
1106 Titie Insurance
1107. Endorsements 100/300/8.1 to
1108, Lender'S Coveraae $
1109. Owner's Coverage $
1110, Settlement X office to
1111. Extra Cooies to
1112. Recordino to
1113 Closina Service Letter fee to
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $40.00 ; Mortgage $44.50 ; Release $ 84.50
1202. City/county tax/stamos Deed $ 600.00 Mortaaae $ 600.00
1203. State Tax Stamos: Oeed $ 600.00 Mortaaae $ 600.00
1204.00
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. Pestlnsoection to
1303. Overni ht Fee
1304. Pav-off to
1305.00
1306.00
1307.00
1308.00
1309.00
1400. TOTAL SETTLEMENT CHARGES lenter on lines 103 and 502 2,219.50 610.00
I have carefully reviewed the HUD~1 Settlement Statement and to the best of my knowledge and belief, it is a true
and accurate statement of all receipts and disbursements made on my account in this transaction. I further certify
that I have received a copy of the HUD-1 Settlement Statement. Borrower#~ ~ tC.
Borrower #1 ?c;t.../. M, f'Y1lC"---d AA. ~~
seller#J<~ c... Nu.H tv-. c;. ,V~C Seller #2 To the best of my knowledge, the HUD_1 Settlement Statement which I have prepared is a true and accurate account of
the funds which were r~and have bee~:bursed by the undersigned as part of the settlement of
thiS transaction. ~ A
Arthur M, Feld _ Settlement Agent
,
KeV.loUlS t:A.T lb-tflS)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Miller, William Phillip
FILE NUMBER
21-05-00872
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 1993 Chevrolet Cavalier (Fair condition): 450.00
2 Haar's Auction (sale of personal property): 408.90
3 Homeowners Insurance, Oil, other misc. Refunds: 951.02
4 PNC Bank Checking Account #5003506464: 2.355.09
5 PNC Bank Savings Account #5003509198: 3.025.77
6 State Farm & Patriot News Refunds: 170.37
TOTAL (Also enter on Line 5, Recapitulation)
7.361.15
(If more space is needed, additional pages of the same size)
Copyriqht (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
NOV-09-2005 21:52
PNCl:3RNK
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P.01/01
~ PNCBAN<
November 10,2005
S. Dawn Gladfelter
130 W. Church Street, Suite 100
DilIsburg, P A 17019
RE: Estate of William Philip Miller, Sr., deceased
SSN: 168-26-2963
000: 9/22/2005
Dear Ms. Gladfelter:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5003506464
Established 10/23/2000
WILLIAM P MILLER
DOD balance: $2,355.09 (non-interest bearing)
Savings Account
Account #5003509198
Established 10/23/2000
WILLIAM P MILLER
DOD balance: $3,025.59 + $.18 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any tinancial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
MnnhnOoll ~
~c~W~
1-800-762-1775
P7-PFSC-04-F
500 first A v\::.
Pittsburgh PA 15219
Member FDIC
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Rev-1510 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Miller, William Phillip
FILE NUMBER
21-05-00872
ESTATE OF
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
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH TAXABLE
% OF DECD'S EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE
1 Office of Personnel Management (Amount of 774.78 77 4. 78
remaining pension):
TOTAL (Also enter on Line 7, Recapitulation) 774.78
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc
Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miller, William Phillip
FILE NUMBER
21-05-00872
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
10,315.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attorney's Fees
Wiley, Lenox, Colgan, & Marzzacco, P.C.
3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills:
256.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
H&R Block:
53.00
7.
Other Administrative Costs
2,351.59
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
16,475.59
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miller, William Phillip
FILE NUMBER
21-05-00872
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Gingrich Memorials:
3.300.00
2
Musselman Funeral Home:
7.015.00
Subtotal
10.315.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev 6-98)
rteV--lou", t:^'t" \lJ;-~UJ
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miller, William Phillip
FILE NUMBER
21-05-00872
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Bill Miller (cleanup):
300.00
2
Closing costs from sale of real estate situate at 525 Bosler Ave, Lemoyne, PA:
610.00
3
Creedy's Hauling (cleanup):
300.00
4
Cumberland County Legal Record (advertise):
75.00
5
Hardy Auction Service (cleanup, commission):
895.90
6
PNC Bank (estate checks):
17.44
7
Register of Wills (additional short certificates):
8.00
8
Register of Wills (filing fee):
30.00
9
The Sentinel (advertise):
115.25
Subtotal
2.351.59
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev 6-98)
Kev-1512 t:.X+ (6-98)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
JNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Miller, William Phillip
FILE NUMBER
21-05-00872
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Lemoyne Borough:
2 PA American Water:
3 PNC Bank (Mastercard):
4 PP&L:
5 UGI:
6 Verizon:
VALUE AT DATE
OF DEATH
96.00
83.13
320.54
48.86
71.93
39.64
TOTAL (Also enter on Line 10, Recapitulation)
660.10
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
, SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Miller, William Phillip 21-05-00872
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trustee(s)
I. TAXABLE DISTRiBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
1 William P. Miller, Jr. Son one-third
2915 George St.
Harrisburg, PA 17109
2 Robert C. Miller Son one-third
2193 County Line Road
Dillsburg, PA 17019
3 Barbara J. Underkoffler Daughter one-third
2001 Sheepford Road
Mechanicsburg, PA 17055
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc
Form PA-1500 Schedule J (Rev. 6-98)
In the Court of Common Pleas of
Cumberland
County, Pennsylvania
IN RE:
ORPHANS' COURT DIVISION
Estate of
William Phillip Miller
NO. 21-05-00872
Status Report Under Rule 6.12
Name of Decedent: William Phillip Miller
Date of Death: 9/22/2005
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 X No
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 No X
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in interest:
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of Orphans' Court and may be attached to this report.
5 -(0 '-6~'
//~ //1 I 1__' }/l"{
Signatur//\ . .
Name: ~ian M. Wiley
Address: 130 W. Church St.
, ') ii
L,.-' A~'i
Date:
Dillsburg, PA 17019
717-432-9666
...n.
''00 ~-~ '
, (, i i'-"
Telephone:
Capacity: Personal Representative
X Counsel for Personal Representative
rC',:.
,{;\:I}
Register of Wills of
Cumberland
County, Pennsylvania
INVENTORY
Estate of William Phillip Miller
No.
Date of Death
~J -CS-CC<fJ<1 ~
09/22/2005
also known as
William P. Miller, Sr.
, Deceased
Social Security No. 168-26-2963
Robert C. Miller
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. IlWe verify that the statements made in this Inventory
are true and c-er.rect. IlWe understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section4904 relating to unsworn falsification to authorities.
/ ; ""--- M.--. ~ ~
J~n M. Wiley
I
'6298
I
Personal Representative
~f)
Signature: l,,~~ Co V\;\.,,--,tC,--.
Robert C. Miller
Signature:
Wiley, Lenox, Colgan, & Marzzacco,
Firm: P.C.
Signature:
Address: 130 W. Church St
Dillsburg, PA 17019
Telephone: 717 -432-9666
Address: 2193 County Line Road
Dillsburg, PA 17019
Telephone: 717-432-8283
Dated:
5' l () 00
Personal Property
Cas h n.............................................................................................
Miscellaneous Property................................................................
Stocks/Listed.... .............. ...... ............... ..........................................
Stocks/Closely Held ..... ..... ...... ... ................................ ......... ..... .....
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receiva ble.. .............................................
7,361.15
Total Personal Property.........................................
7,361.15
Total Real Property................................................
60,504.59
67,865.74 I
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
/-. '" ,;
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LUIVllVlUNWtALI H UI- f-'tNNSYLVANIA
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
WI LEY JAN M
130 WEST CHURCH STREET
DILLSBURG, PA 17019
____un fold
ESTATE INFORMATION: SSN: 168-26-2963
FILE NUMBER: 2105-0872
DECEDENT NAME: MILLER WILLIAM PHILLIP
DATE OF PAYMENT: 05/12/2006
POSTMARK DATE: 05/1 0/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 09/22/2005
NO. CD 006690
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $517.72
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 0559
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
$517.72
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
n M. Wiley
avid J. Lenox
mothy J. Colgan
hristopher J. Marzzacco
rM"~"'~'-'-="''''--l
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David E. Hershey
Bradley A. Winnid
Thomas M. Clark
Ari D. Weitzman
THE WILEY GROUP
Attorneys at La'W'
May 10, 2006
Wiley, Lenox, Colgan & Marzzacco, P.c.
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
In Re: Estate of William Phillip Miller, deceased
File Number 21-05-00872
Dear Register:
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$517.72 representing the tax due, and a check in the amount of $30.00 representing the filing fee.
Please return the recording receipts to my attention in the enclosed envelope.
Thank you for your cooperation.
Sincerely,
~~felter/ Assi
/dg
encl.
130 W. Church Street, Suite 100 . Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 432-0426
Offices in Harrisburg · York · Carbondale
www.wileygrouplaw.com
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