HomeMy WebLinkAbout94-00330
PETITION FOR PROBATE and GRANT OF LETTERS
0)1- vi/- - ,.? 3D
Estate of Andrew D. Smtih
also known as
No.
To:
Register of Wills for the
. Deceased. County of Cumberland In the
Social Security No. 201- 0 7 - 0 B.QJl Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s), who Is/arc 18 years of age or older QlIthe exeel,rix
In the last will of Ihe above decedent, dated Feorua ry 2 B
and codlcll(s) dated
g~med
,19_
(.~lat(' relevant circllmSl:lnCCS, e.B. renunciation, death of c~ccutor I CIC.)
Becendent was domiciled at death In Cumber land Coumy, Pennsylvania, wilh
~_Iast family or principal residence at 1111 Oyster Ilill Road , '
East pennsboro ...'rmLruillip, Camp Hi.l.l... PA
(liH meet, number and ll1undpallty)
Decendent,thell 73 yellrsofage,dled.."..,..". March 24 ,1994
at Holy Spirit lIospital, Camp Hdl, PA .
Except as follows, decedent did not marry, was nOI 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.) /> II personal property
(If not domiciled In Pa.) Personal property In Pennsylvania
(If not domiciled In Pa.) Personnl property in County
Value of real eslate In Pennsylvania
situated as follows:
7,500
L
$
L
$
WHEREFORE, petitloner(s) respectfully request(s) the probate of the last will and codlcll(s)
presented herewith and the gram of lellers testamentary
(ICSlamenlarYi admlnl~trallon c.t,a.; administration d.b.n,c,t.a.)
theron.
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. vira .. mlth
1111 Oyster Mill Road
Camp lIill, PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 0)<' PENNSYLVANIA '} ss
COUNTY OF cu~mERLAND .
The petltioner(s) above-named swear(s) or nffirm(s) that the statements In the foregoing petillon arc
true and corrcClto the best of the knowledge and belief of pelltloner(s) and thai as personal represen.
tUlive(s) of the above decedent pelltloner(s) will well and truly administer the eslate according to law.
Sworn 10 or, a,ffirmed nnd sUbscribc,'d itPA:- /~, .~,J_r III
before mc Ihis 6TH day of 00'
l/II(1-~~'-i- 1'-: f 1?77W ,.:~. ;<',(;(.-- 1
MARY C, L EW I S Relll.l'(cr ,. / -- .!:l.
/lI -< ,:.} (' . /) I
. .
/ t/ ),' /..
, ._, '~ CJ.:) " "..LJ
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
t
.FlEV-l"OOEX .(11-111)
FOR OATESOF OEAnI AFTER 12/31/01 CHECK HERE
IF A OPOU5AL 0
FOVERTY CRE~'T 15 CLAIMEO
FILE NUMBER
~
~
C I B
Hf
~ ~ g
K K
S
Cumberlllnd
rr3~ndor ROlurn
(lor doloo 01 doolh prior 10 12-13-02)
o 5. Fodoral Eolalo TIlJ(
Rolurn Roqulrod
o 8. Tolal Number 01 Solo Dopooil Bo,oo
COM~~m~~!~T'b'/JIW\),6~ANIA
T,2IO'"
ttARAlS O,llA 1712&-0601
COUNTY CODE
OC;CEOENT'S COMPL\::H ADDRESS
1111 Oyster Mill ROlld
Camp lIill, PA l70ll
OECEDENT'S NAME (LAST, FIA!H,AND MIDDLE lNITI^L)
SMITH, ANDREW D.
SOCIAL 5ECUflll'l'P'HIML1fn
201-07-0868
X 1. Original Rolurn
Counly
o 4.
[]] 6.
041.
D 7.
Umilod Eotolo
FUluro InlOlosl Compromlso
(lor daloo of doalh 01101 12-12"02)
Decedenl Malnlalned a living Trust
(AIIach a copy of Truol)
Decodonl Dlod Toololo
(AUoch copy 01 Will)
C p ALL CORRESpONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0
R N
R D
E E
S N
T
717 737-3405
1. Roal Eatalo (Schodulo A)
2. Stocks Md Bonds (Schodulo B)
3. Closoly Hold Slock/p.,lno"hlp Inlorool (Schodulo C)
4. Mortgagos and Noloo Rocolvablo (Schodulo D)
5. Cash, Bank Doposll. & Mlscollanoouo Peraonol Property
(Sohodulo E)
8. Jolnlly Ownod PropOlty (Schodulo F)
7. Tronslora (Schodulo G) (Schodulo L)
6. TOlal Gro" Aasola (Iolalllnoa 1-7)
9. Funorol E'ponaoa, Adn~nlstrallvo Coala. Mlscollanooua
Exponaos (Schodulo HI
10. Dobis, Mortgogo Uobllllios, Lions (Schodulo I)
11. Tolol Doducllons (Iolollinos 0 & 10)
12. Nol Voluo of EOlolO (II no 6 minus fino 11)
13. Chorlloblo and Govornmonldl Boquosls (Schodulo J)
14. Nol Voluo Sub oct to Tw< (Iino 12 mlnuo Iino 13)
15. Amounl 01 II no 14 IllJ(abls alS% rolo
(Includo valuos hom Schodulo K or Schodulo M,)
16, Amounl olllno 14 tw<ablo 0115% rolo
(I"cludo voluos hom Schodulo K or Schodulo M,)
17. Prlnclpallw< duo (Add Iw< Irom IIno 15 and Iro01l1no 10.)
la.Crodllo/Sp Povorty Prior Payments Discount
+ + 0.00
--
19. IIlIno 10ls grealer Ihan IllIa17, enlor Iho diNarenco on Ilno 10, This Is Ihe OVERPAYMENT.
~ D ICheck her. II you are requeeUng 1 refUnd 01 your OVeIllIvment!
20. IIlIno 17 Is groalor Ihollllllo 10, onler tho dlllolonco on IIno 20, This 19 tho TAX DUE.
A. Enlor Iho InlOlool Olllho balonco duo on IIno 2M,
B. Enlor Iho 10101 ollino 20 and 20A on IIno 208, This Is Iho BALANCE DUE.
Make Cheok Payable 10: Reglal~r of Wills, Aganl
~ ~ BE SURE TO ANSWeR ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Undll penaal" 01 perjury, I d'c~r.lhall hA~' ,_.mlned 11111 relurn, In;ludlng lccomp'f,yln\l IChldulu and elll'mlnla, .ndlo Iht but 01 my knowlldlllll Ino :J,II.I, III,trYI,
torr,eland compl.tt. I dtelal'lhal,1I lulut,l, hU bun 'Iporled ,I truI mllk'l valuo. 0"14,,llon 01 pup,'" other lhtn Ih" p.rlonalllpllllflIIIIV'" bAled on ,lIlnlo,01lllOn 01
whiCh prlpar,r hu any krlOwltdlll.
Saidis, Guido, Shuff & Mllsland
2109 Market Strf~t
Cllm Hi 11 PA 17011
None
8,590.96
None
None
300.00
NAME
John E. Sliko , Esquire
COMPLETE MAILING ADDRESS
TELEPHONE NUMBER
R
E
C
A
P
I
T
U
l.
1
o
N
(1)
(2)
(3)
(4)
(6)
2191,-0330
VEAR
NUMBER
(6)
(7)
None
None
(8)
8,890.96
(9)
9,212.01
9,2l2.0l
(321.05)
None
321.05)
0.00-
X ,15-
0.00
(10)
None
(17)
0,00
(15)
(11)
(12)
(13)
14
(321.05) ',00-
(16)
(19)
0.00
0.00
T
A
X
C
o
M
P
U
l
T
o
N
(18)
0.00
(20)
(20A)___
(20B)
0.00
0.00-
0.00
Inlorosl
Sla~jATURE OF PERSON RESPONSIBLE FOf\FIL.I~W AETURN !$P~ES~ '1 J _u
d~4_,'!-! _. f>.,. 'Yllvt~~ .t:-.. _ _ -. -. _ _ _ _ -........ _ _. __
~_1).1: _ 9y.~ ~~,_t::~_.1). !\.~~~_. _ _ _ _. _ _ _. _ _ _ _ _ _ _.... __. __
Cump !Ii 11, PA 17011
SIONATUI\( OF PFl[flAfiER OfttfA THAN nEflIlE:JUlTMIVE
) j;' / .,
(~ )fJ..,-^"
DATE
....J ~I :l- '/ (/
AODIIES'3
Sllldls, Guido, Shuff & Mllslund
iY6cj. i,iut:i<dt' i; t't:~ot'..' - -. - - -. -.. -. -. - - - - -. - -....-
i;;lil;,;. iiii i': '1;;". - -iiriii -- - - - - -- -- - - - - - -. -. -... -...-
Ccp~righ\ . li91lofm 1011\1;1" orll)' eenl" P,,,. 5011,"4", Inc.
DATE
j A' ,:~ 'I II
FOlm 1600 (flev, IHlt)
REV'I1l1EX+ IfoIll
eCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMrN~g~%'lf~~/hYANIA
ESTATE OP
ANDREW D. SMITH
ITEM
tJUMBER
SS# 201-07.0868 03/24/94
DESCRIPTION
A. Pun.ral Exptna..1
1
2
3
Myers-Harner Funeral Home
Rolling Green Cemetery - grave marker and inscription
Radisson Hotel - funeral luncheon
B.
AdmlnlatraUv. COlta:
Personal ReprllS8ntative Commissions
SOcial secu~ty Number 01 Personal Represenlativl: 193 -12.9835
Year CommiSSions paid ll2i.
1.
2.
Attorney Fees
3.
Family Exemption
,Clalmsnt Elvira R. Smith Relationship Wife
Address 01 Claimant at decedent's death
StreelAddre98 1111 Oyster Mill Road
CI1y Camp Hill Slltl~ 2IpCode17011
4. Probate Pees
O. Mllotllln.oull!xptn..11
1 Bell of PA - toll charges
2 Register of Wills - filing fees
3 Estimated future medical expenses
TOTAL (Also enter on line 9, Reol Itulation
(II more SpIce Is needed, Insert addlllonal sheets olsaJllQ alzl.)
Copvr!ghllcI11t' fo'," lof1w.ft only Clnt., Pile. Software.lno.
Pleaal Pllnt or e
PILI! NUMBER
2194-0330
AMOUNT
4,608.00
1,467.00
299.00
Waivod
400.00
2,000.00
45,00
18.01
25.00
350.00
. 9 212.01
Form 1600 8oh,dull H IA'v, 7-'"
i'..../J;~.-;
Rl'iVo1!147 IX AFP 110093*
COHHOHWfALTH OF PENHtVLVAHIA
DEPIRIHtNI OF REVENUE
IUAEIU OF INDIVIDUAL IliES
DCPI. 280m
HAAAIIIUIlO, PA Iml'om
IL'I
E;o3 ... p..
C/
DATI OF DEATH
NOTICE OF INHERITANCE TAM ACN
APPRAISEHEnT, ALLOWANCE OR OI~ '
OF OEOUCTIONS, ANO AssnSHENT OF TAM DATE 10-03-94
~FXLE NO. 21 94-0330
COUNTY CUMBERLAND
-
TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAVMENT TOI
101
03-24-94
-
NOTE I
JOHN E SLIKE ESQ
SAlOIS ETAL
2109 MARKET ST
CAMP HlLL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
t
A.ount RI.lttld
.
l
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: m"j" ijf" AFp.. ii 'if: 9i"j "NaYi ar .OF" i"N"Hiiiif AN"CE" YA'X - A"P'PRA"is iilENr;" Ai.lowANCE" 'ifFi'"""" -..". -""... --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH ANDREW D FILE NO. 21 94'0330 ACN 101 DATE 10-03'94
TAX RETURN WAS I (X) ACCEPTED AS FILEO
( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rlol E .totl I Schldulo A) U)
2. Stockl ond Bond. (Sohldulo BI (21
5. Clo.lly HIld Stock/Plrtnlr.hlp Intor..t (Schldulo C) (51
4. Hortglgl./Nctl. Rlcllvlbll ISchldul1 D) (41
B. C..h/Bonk DIPo.lt./HI.c. P.r.onll Property ISchldull EI (B)
6. Jclntly Ownod Prcplrty ISchldull FI (6)
7. Tron,"rl ISchldulo G) 171
B. Tot.l A..ltl
.00
8,590.96.
.OQ..
.00
300.00
.00
..!.!L
(8)
8,890.96
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funlrll E.pon.I./Ad.lnl.trltlvl COlt.1
Hllclllonlou. E,pln.l. tSChldull HI (9)
10. Oobtl/Hortglgl Llobllltll./Llln. ISchldull I) lID)
11. Totol Ooductlon.
12. Nit VIlul of TI. Rlturn
IS. Chlrltobll/Govlrn.lntll alqul.t. ISohldull J)
14. Nit VIlul of Eltoto Subjlct tc rl.
9,212.01
.00
Ul)
(2)
U51
(141
9,212.01
321.05-
.00
.00
If In IllBllmlnt WII iSIUBd prBvioUlly, linBI
rlfllet figurel th't inolude thy tot,l of ALL
ASSESSMENT OF TAXI ---
lB. Aoount of Llno 14 t..lbll It 6X rltl (lBI
16. A.ount of Llnl 14 tl.lbll It lBX r.tl 1161
17 . Pr Inclpll TI. OUI
TAX CREDITS I
PAYHENT
DATE
NOTEI
14, 15 ,nd/or 16 'nd 17 will
returnl '1lelled to d,te.
..:.Q.Q. M. 06 '
.00 M.lS '
(7)
.00
.00
.00
RECEIPT
NUHBER
DISCOUNT (+)
INTEREST I-I
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SE" REveRSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDe OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION'
PIJflPDSE Of
NOTICE I
PAVMENT,
REFUND ICRI,
"
',',
E.tat.. of dlcldent. dYing on or bl'or. Dlo,.b,r 12, 1982 a. If Bny futur. Int.r..t In the ..tat. I. trnnlf,rr.d
In po..~..lon or ."Joy..nt to Cle" I (collateral) bln,flclerl" of the d.e.dlnt .ft.r the .xplratlon of anv ..tet. for
lIf. or for Vllr., tht Co_onwnUh h,rtbY IlCpr...lv r...rv.. thl right to appralll and ...... tranlf.r Inherltancl TII(II
at tM 1""1.11 Ch.. I (oolht,raU rat. on any luch future Int.rut.
To fulfill the requlr...nt. of Slctlon 2140 of th, Inherltanc. and E.tat. 1ft)( Aot, Act 22 of 1991. 72 P,S,
SlOtJon 211\0.
OIht~h the top portion of thlt Notle. and ,ubllt wUn your Ply..nt to the Rlght,r of Will' prlntld on the rly.r.. lid,.
..Haka chick or lot.IV ord.r payable tOI REGISTER OF MILLS, ADENT
All paYlent. r.c.lvld .hall fir.t b. appll.d to Bny Int.r..t which .ay b, dUI with any r...lnd.r applltd to the t'M,
A r.funq of . taM ~rldlt, which wa. not r.qu.,t.d on the raM R.turn, .ay b. r.qu..t.d by co.pl.tlng nn "Applloatlon
for R.fund of P.nnlylvania Inh.rltanc. and f.tat. Tax" (REY-1313J. AppllclaUon. 8r, aV811abll at the Offlc.
of tht R.gllt.r of Will', any of th. 23 R.v.nu. DI.trlct Off Ie.., or by calling the .p.clal 24-hour
an.w.rlng ..rvle. nulb.rl for for.. ord.rlngl In P.nnlylvanla l-eOO-j62-2050, out,id. P.nn,Ylvanla and
within IOClI Harrisburg 8rn (7171 787-e094, TOO. (717) 772-2252 Hlnring I.palred Only),
OaJECTJOHSI Any par\y in Intlr"t not IItllft.d with the apprlll....nt, allowanct tlr dlsallowlf'lCll of daduatlon., or a.......nt
of taM (Including dlscolNlt cr Int.rlllt) II .hown on this NoUcl IU.t obj.ct within .lxty (60) day. of r.~,lpt of
thlt NoUc. bYI
ADNIN
ISTRATlVE
CORRECTIONS I
DISCOUNT I
INTEREST I
...wrltt.n pret..t to the PA O.part..nt of R.v.nu., Board of APp..h, Df':PT. 281021, tl8rrlsburn, PA 11126"1021, OR
.....lIaUon to hav. th. .att.r d.ttrlln.d 8t audit of the account of thl p.t'.onal rlpre..ntatlv., OR
uapp..l to the Orphan.' Court.
Faotual .rror. dl.cov.red on thll a.......nt .hould b. addr....d In writing tOI PA O.part..nt of R.v.nu.,
8urtItU of Individual TalC", AnN I po.t ........nt Revl.w Unit, DEPT. 280601, Uarrltburg, PA 111l1-0601
Phon. (717) 767-650S, S.. page 3 of the bookllt "In.truotlonl for InherJtanc. TllM R.turn for 8 RIIld'nt
D.ced.nt" (REY-1501) for an IMplanatlon uf lId.lnl.tratlv.1y corrlctablt error..
If eny taM duti 11 paid wlthl" thr.. (31 c.l.ndar tonth. after thl d.c,d.ntt, dllth, 8 flv. plrcent (5:0 dhoeunt cf
thl tax paid II allowld.
Intlr..t I. ~har"d beginning with flr.t day of dlllnqu.ncy, or nln. (91 lonthl and on. (1) day fro. the date of
duth, to the dati of pay.."t, TaMil which b.ca'l d.llnqulnt blfore JanuBrY I, 1942 b..r Inter..t at thl rat. of
.he (6;(1 Plrc.nt per annlla calculatld Itt 8 dalh rete of ,000164, All talC" whl~h b.oa.. d.llnqulnt on and aft.r
January 1, IIJ82 will b..r Inter..t at a rat. Hhleh will vary frol cal.ndar yur to cal.nder yllr with that ratl
annOUMc.d by thl PA Dlpartlont of Revlnu.. Th. appll~.bl. Inttrllt rat.. for 19112 throullh 199~ art!
'!.!!! Inter..t k.lt DailY Int.r..t F.~tor !!!r Interllt Rat. DailY Int.r..t Flator
1911 20X ,OO054a 1986 lOX .000214
19U 16X .000418 1987 9% ,000247
1984 llX .000101 1911&-1991 11% .000101
1985 IlX .000356 1992 9% .000241
1993-1994 ]X .000\92
--Inter..t l. caleulatld ft. followlI
INTEREST = SA LANCE OF TAX UNPAID X NU"BER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
-"Any Notice luu.d aft.r the tax bleo... d.lInqulnt will r.fllet an Int.r..t calcuhtlon to f1ft.." (1S) d.YI
b.y~nd t~. dati of thl a.......nt. If pay..nt I. tad. aft.r the Intlre.t co.putatlon dati .hown on t~1
NoUc., addhl~nel Inter.st lust b. clllculat.d,