HomeMy WebLinkAbout94-00482
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
IISl
PAUL R. SMILNAK
bolng duly sworn according to low, doposos and says that he is the
Executor of tho Estote of Lorraine M. Smi Inak
late of __...~P.E~~_~~~.<;:~.. ~own.~~ip , Cumborlood Couoty, Po" deceased and that the
within Is on Invontory mode by him ., the uld executor
of the entlro ostoto of sold decedont, conslstlng of 011 the personal property end rill estote, oxoept real estate ouhlde
tho Commonwealth of Ponnsylvonlo, and that the figures opposite each Item of the Inventory represent It's fair value
as of the dato of decodont's doath. '
S\~orn to
and subscrlbod before me,
--t---4-AU9Ust ,&/,
It/tnt,,) jJ. cfn c:fc;~ld l_~
/
19 94
e..cutor . Mmlnht"to'
309 Mt. Allen Drive
NOTARIAL SfAl
THElMA S McCAUSLIN, NOlary Public
Camp lilli, CumtJIJrland Counly
My Commission Expires July 1996
Dato of Doath . _
DIY
Mechanicsburg, PA 17055
Add""
May
1994
Month
Yur
INSTRUCTIONS
I. An Invontory must bo flied within three months after appointment of personal represenhtlve.
2. A supplemont Invontory must be fIIod within thirty days of discovery of additional olleh,
a. Addltlonol shooh may bo attachod os to personalty or realty
4. See Artlclo IV, Flduclarlos Act of 1949.
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COM~P~:t..1AAr'\Cb'l~lto'1c:'J6rANIA
HM1RISeO~~,V~\~\2H601
I'I . . 1'1 .. ,J
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTY CODE
REV- 1500 EX +111-1111
POR DATESOP DEATH AFTER 12/3'/11 CIIECK HERE
IP A DPOUSAL 0
POVERTYCR~DIT IS CLAIMED
FILE NUMBER
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DeCEDENT'S NAME (LAST, FlRST,AND MIDDLE INITIAL)
SMILNAK, LORRAINE M.
2194.0482
DECEDENT'S COMPLETE ADORESS
309 Mt, Allen Drive
Mechanicsburg, PA 17055
SOCIAI_ SECURITY NUMDE n
099.24.3665
X 1. Original ROlurn
DATE OF BIRTH
07/30/31 CO""
Supplomonlal Rolurn
Cumberland
VEAR
NUMIlEH
o 4, Llmllod Eslalo
Fuluro Inlorosl Compromlso
(lor dalos 01 doalh aftor 12-12-62)
Docodonl Malnlolnod a living Trual
(Anach a copy 01 Trusl)
3, Romalndor Relurn
(lor dalos 01 doalh prior 10 12-13-62)
Fodoral ESlalo Tax
Rolurn Roqullod
Total Number 01 Salo Dopo'll Bo'09
04a.
06,
[]] 6, Docodonl Dlod T091010 0 7.
(Anach copy of Will)
o 6.
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE OIRECTEO 1'0:
o 0 NAMe
R N
R 0 Timoth M, Anstine Es uire
E E
S N TELEP'iQNE NUM'ER
- T 717 73 7.3405
1, Roal Eslalo (Schodulo A)
2. Stocks and Bonds (Scl'odulo B)
3. Closely Hold Slock/PartnOlshlp Inlorost (Schedulo C)
4, Mortgeges ,nd NOt09 Rocolveble (Schodule D)
6. Cesh, Bonk Doposlls & Mlscollaneous Personal Property
(Schadulo E)
6. JolnUy Ownod Properly (Schedulo F)
7. Transtora (Schodulo G) (Schodule L)
6, Totol Gross A'sOIS (tolatllnes 1.7)
9. Funerol E'ponsoD, Admlnlstrallvo COSIO, Miscellaneous
Expensos (Schedulo HI
10. Dobis, Mongago L1ablllllos, Uon9 (Schodulo I)
11. Totol Deducllon9 (Iolalllnos 9 & 10)
12, Net Valuo 01 ESIOIO (line 6 minus line 11)
13, ChOlllable and Govornmonlol Boquosls (Schodule J)
14, Nol Value Sub cello Tax IIno12 mlnuollno 13
16, Amounl olllno 14 lexablo al 6% ralo
(Includo volues Irom Schodule K or Schodulo M.)
16. Amounl olllno 14 lexeblo al WIo role
(Include volues Irom SchedulJ K or Schodulo M.)
17. Principal tax due (Add tax 110m line 15 end Irom lino 16.)
16, Clodlls/Sp Povorty Prior Paymenls Dlscounl
+ 9,000,00 + 473.68
19. Ii line 1e Is glealer than II no 17, enler Iho dlftoronco on line 19. This Is Ihe OVERPAVMENT.
~ 0 ICheck here" you art requoallng I rtfund 01 your ovellll~
20, II line 171, groaler Ihen IIno 16, onler Ihe diNarenco on IIno 20. This Is Iho TAX DUE,
A, Enlor Ihe Inlorost on Iho bolance due on IIno 20A.
B. Enlor Ihe 10101 Dlllne 20 ond 20A on line 20B. This Is Iho BALANCE DUE,
Make Check Po able 10: Re Ister 01 Willa, Agent
~ ~ BE SURE TO ANSWER ALL QUES'fIONS ON PAGE 2 AND TO RECHeCK MATH ... ...
Undlr plnalllu 01 plrjury, I dlelA'1 thal1 ha....IIlAmlnld this rlluln, Including lecomplUYlng IOhldulu.nd 11'I,mlntl, Ind 10 thl but 0 my knowlldgD In blllll,lllllrul,
coltloland complUI. I dlellr.lhal..llrullltalt hu bun ttpontd alltul markll...alul. Ololar'lion of prlp,,,r olhlr lhan lhl PIt.lJnalropr...ntolUvtl. bUld on alllnlorm'llon 01
whiCh prtpartr hu.nyknowl.dlll.
SlONATURe OF PERSON RESPONSIOLE FOR FILING RETURN ~~E~~. K .~.~".... ................."......
3 9 Me, Allen Drive
Mi,"chni-iicsi;urg.,. .pi<:".i ](i55"......""..".......".."
ADDRESS
Saidis, Guido. Shuff & Mas1and
2i"6<i "i-idrko"t" iii:"rooi:"".........." ".............."..
Ciimp .iiii r: '[ii>."'"i ](iii"."."..."""....."...".."....
COMPLETE MAILING ADDRESS
2109
Cam
Saidis, Guido, 'Shuff & Mas1and
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(1)
(2)
(3)
(4)
(6)
Market Street
Hill PA 17011
103,427,55
None
None
None
55,073.70
(6)
(7)
26.688,60
38.461. 42
(9)
16,112.13
(10)
12,594.3~
(16)
194,944.76
T
~
(6)
(11)
(12)
(13l.
14
lC .06.
(16)
0.00 X .15.
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Inlorest
COPYllght(C11991 lorm .O!tWA'1 onlyCantlt Pilei Soli WAil, Inc,
(17)
(16)
(19)
(20)
(20A)
(20B)
223,651. 27
28,706,51
194,941,,76
Nonll
194944.76
11.696,69
0.00
11,696,69
9,473.68
~
2,223.00
0.00
2.223.011..
DATE
) '<'/1'1
DoATE
/
"t. /
t / _ I', 't'. I
Fo,m 1~OO (Rtv. lHIl1
REV- 1101 EX + ('!-IS)
cOM~\lEl~1~~~~gW~f~ANIA ~;~LE~~~: T~
I!STATE OF PILE NUMBI!R
LORRAINE M. SMILNAK SS# 099-24-3665 05/10/94 2194-0482
(Property JOlnUy-owned with RighI of Survlvor.hlp muet be dleclo.ed on Sohedule F) All r...1 eollle .hould be reported .1 1.lr merket v.lue
which I. defined lithe prloell which property would be Ixohlnged between I willing bUYlr Ind I willing .ell.r, neither being oompellld to
bu or ..II, both hlvln r....onlbl. knowl. . of the "Ievlnlllcla,
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Single family dwelling located at 309
Upper Allen Township - assessed value
x common level ratio x
Copy of tax receipts attached
Mt, Allen Drive
8,020
12.82
102,816.00
2
One-sixth interest in farm land located in
Cresson Township, Cambria County'
Lorette Yarnish, Tax Collector advised that assessment
was recently set at $810 x common level ration of 4,53
611.55
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TOTAL Also onler on line 1, Rooa lIulatlon
(II moro spaco Is needod, IniOn additional shools 01 samu slzo.)
CoPyrIOM(!)) lnl form 10Ilwl" only Clnt" Pllc,Sollwlll, Ino.
. 103 427,55
Form 1500 SlJh,dul, A IR,v, 12-1$1
REV. "'HX + IHel
SCHEDULE F
JOINTLY-OWNED PROPERTY
COM~N\l\lfM~~~f>>'ANIA
ESTATE OF
LORRAINE M. SMILNAK SS# 099-24-3665
05/10/94
FILE NUMBER
2194-0482
Jolnttlnanl(I)1
A.
NAME
Paul R. Smilnak
RELATIONSHIP TO DECEDENT
Son
ADDRESS
309 Mt, Allen Drive
Mechanicsburg, PA 17055
B.
C.
Jointly-owned properlyi
LETTER DATE
ITEM FUR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER JOINT OF ASS~ % INT. ~ECEDENTIN1EREST
TENANT JOINT
1 A 06/01/90 Series EE Bonds per 53,377,20 50.00% 26,688.60
attached list
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TOTAL IAlso enler on IIno 6, Reoanllulallonl 26,688.60
(II more spoce Is needed, In80rt addlUonalsheels of saroo slle.)
Copyrl;ht(cllU1 form ,oHw", onlyC,nl., PIece SoHwa", Ino.
Fo,m 1600 SChldul1 F (ROY, INel
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10.
REVo1547 F.X AFP (080114.
COHHOHWEAlTH OF PENNSYLVANIA
D~PAR1HENl OF REVENIIE NOTICE OF INHERITANCE TAW
BUREAU DF INDIYIDUAl TAXES APPRAISEMENT. ALLOWANCE DR DISAI.LOWANCE
DEPI. le0601 1 1
"ARRIStUR.. PA I7IIB-0601 Of DEDUCTIONS AND ASSESSMENT OF TAW DATE 2- 2-94
EmTE OF SMn"RAJ( LO t~= FILE NO. -~Il2-
~ATE OF DEATH 05-10-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOIlR ACCOUHT. SUBMIT THE urPER PORTION OF TIllS FORM WITH YOUR TAW
PAYMENT TO THE REOISTER OF WILLS, MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
,:5 ;j(, " .. I
jI/ . j /'/ ..'
TIMOTHY M ANSTINE ESQ
SAlOIS ETAL
2109 MARKET ST
CAMP HILL PA 17011
ACN
'1
C""
1 01
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
F
Amount Rlmlttld
l
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: i 5"4", " EX" "Ai: ii. i Oii-"94 T" No"'fi ar "OF. INH E RTf AiicE - "'fAx . 'iiPPR'ii is EilE Ni'"; -A i. LOWAifcE - cili -"""" - - - -" - . - -..-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMILNAK LORRAINE M FILE NO. 21 94-0482 ACN 101 DATE 12-12-94
TAW RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. Rill Estltl ISohldul1 A) III
2. Stooks Ind Bonds ISohodul1 BI 12)
3. Closlly HIld Stook/Plrtnlrshlp Intlrlst ISohldul1 CI 131
4. Mortglgls/Notls Rlolluobll ISohldul1 01 14)
5. CIsh/Blnk Dlposlts/Mlso, Plrsonll Proporty ISohldul1 EI 151
6, Jointly Ownld Proplrty ISohldul1 FI (61
7. Trlnsflrs ISohldul1 G) 171
B. Totol Alllts
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Exp.n.../Ad~, COlts/HiIC. Expens.. (Schedule Hl (9)
10. Dlbts/Mortglgl Lllbllltlls/Llonl ISohldul1 II 1101
11. Totll Dlduotlons
12. Nit VIlul of TI. Rlturn
13. Chlrltlblo/Govorn..ntll Blquosts (Sohldulo J)
14. Nit VIluo of fstltl Subjlot to TI.
I I CHANGED
103.427.55
.00
.00
.00
55,073,70
26.6B8,60
38.461,42
181
16,112,13
12.594,3B
Ill)
1121
113)
114) _
223,651,27
?R.7nb ~l
194.944.76
.00
194.944.76
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 w~ll
reflect f1gLlres that include the total of ill returns aSRelled to date.
ASSESSMENT OF TAX:
15. Amount of Llnl 14 It SpouSl1 rlto 1151
16. Amount of Llnl 14 to.lblo at L1110II/CIIIs " rltl 1161
17. Amount of Llno 14 tl.lblo It Collltlrll/Cllss B rltl 1171
18. Prlnolpll TI. DUI
NOTEI
TAX CREDITS 1
PAYMENT
DATE
08-01-94
08-31-94
RECEIPT
NUMBER
MMBB6361
MM912B81
DISCOUNT 1+1 ~
I~TEREST (.)
473.6B
.00
PAYMENT MUST BE MADE BY 02-11-95*,
,00 W .00=
194,944.76 W,06=
. 00 w, 15=
I1BI
AMOUNT PAID
9,000.00
2,223.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,00
11.696.69
,00
11 ,696.69
11.696.68
.01
.00
,01
I IF TOTAL DUE IS I.ESS THAN U. NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERVATlONl EI\atel 0' dlCld.ntl dying on or blt'orl a.ellb.r 12, 1982 .. 11 IIny 'utur. Int.rtlt In th. ..tat. It trlln,'.rr.d
In po.....len or .nJoy~.nt to CI... B (collaterall b.n,flolar'" 0' the dleld.nt a't,r thl oKplratlon 0' any ,.t.t. 'or
II'. or for Vlar., thl Co.,onw..lth hereby .Kprl..ly r,.ervo. tho right to appra).. and II..... tran,'or Inhorltancu TaK..
at the lawful Cia.. a leoll.t.rall ration any luch futur. Int.r..t.
PURPOSE OF
NOTICE I To fulfill thl rlqulr...nt. of Slotlcm 2:"0 of the Inherltanco and E.tat. TIK Act, Act 2Z of 1991. 72 P.S.
Slotion 2lltO.
PAYMENT I O.tach the top portion of ttlh Notlcl and .ub,1t with your payunt to the R.ghtor of Wlll1 prlnhd on th. rlVlr.. .Id,.
..Mak. chIck or .onov ordtr payablt tOI REGISTER OF WILLS, ADENT
All Pllytont. rlcllvld .hlll1 'Ir.t bl appllld to any Intlre.t which ~ay b. du. with anv ,..elnd.r IIPpll.d to th. tax,
REfUND lCRll A refund of a tal( or.dlt, which Wit not rlquuttd on th. TIll( R,turn, flav be rtquutud by cOlllplotlng an "Application
for Rlfund of fI.nn'vlvanla Inhltltftnce lInd Eotate TII(" IREV-I313J. Appllcatlon, l!lr. avalhblv at tht Offloe
of thl R,gl.t.r of Will" IIny of th. 2! R.v.nu. Ol.trlot Offlc.., or by call1,,g the sp.elal 24.hour
an.wtrlng urvlc. nUtb." for 'or'" ordlrlngl In Plnnsvlvanla 1-800-362-2050, ollt.ide P.nn'vlvanla and
within local ttarrl.burg ern (717) 78H~D94, TOO' (7171 712-ZZ52 Otearlng Itlpalr1d Only).
OBJECTIONS, Anv party In Int.r..t not ,atl.flld with th. appral,o"lnt, allowancl or dl'lllowanco of d.du~tlon" or I.......nt
of ta~ (Including dJ.count or Intlre'tl ft. .nown on thl. Notlcl ~u.t obJ.ct within .I~ty (60) dftY' of rlc.lpt of
thlt Notie. bYI
~~wrlttln prottlt to thl PA O.partlllnt 0' Rlv.nu., Board 0' Appeals, OEPT. Z81021, ttarrl.burg, PA 17128.1021, OR
--ollctlon to havo thl ~Itt.r dltlrNI".d at audtt of thl account of thl p.r.onal rapr...ntatlvl, OR
~.app.al to the Orphan.' Court.
AOOTN
lSlRATlYE
CORRECTIONSI
Factual .rror. dl.cov.r.d on thl. a.....tI.nt .hould b. Iddra..od in writing tOI PA D.part.,nt of Rlvlnu.,
Bureau 0' Indlvluual Ta~.., ATlNI POlt A"U"lnt Rovl.w Unit, DtPT. 280601, UlIrrhburg, PA 17128~0601
Phon. (717) 787-6505. Sit pftg. 3 of thl bookl.t "In.truction. for Inherltanc. Tax Rlturn for 1 Rttldlnt
Dlcld.nt" (REV-150t) for an Ixplanatlon 0' ad,lnhtrativllV correctable "rorl.
DISCOUNT I
If any ta~ dUI I. pftld within thrll (1) calendar 1I0nth. n't,r thl dlCld.nt'. dlath, a flvl Plrelnt (5%) dl.eount 0'
thl tal( paid I. allow.d.
INTEREST.
Intor..t I. chargld beginning wIth first dllY of d.llnqul"ey, or nlnl (9) .onth. and on. III day frol thl dati 0'
duth, to th. dati of paV"lnt. TIlI(II which b.eau d.llnqulnt blfort January 1, 1982 bur Int"tlt at the ratl of
.Ix (6%) pltc.nt ptr annuli calculat.d ot a dally ratl uf .000164. All tallll which b.ca.. dlllnqulnt on and aftlt
JanU.r~ I, 1982 will bl~r Int.rl.t at II rat. which will vary 'ro. clII.ndar y.ar to callndar Ylar with thllt rat.
announcld by the PA D.part..nt of R.....nu.. Th. applIcabh Int"..t rat.. 'or 1982 through 19t.l4 ar.,
'!!![ lnttrtlt Rah DailY Intlre.t factor = Inttrllt Rat. DailY Int"..t f!2..!2!
1982 ZO% .000548 11186 10% .000274
\983 16% .D00438 1987 9% .00D247
1984 11% .ooom 1988-1991 11% ,ooom
19O5 13% .000356 1992 9% .000241
1993-1994 1% .000192
1995 C)% .000247
-~Intlr..t I. calculatQd II' follow'l
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I"u.d IIft.r the tllll b'COM'. dlllnqutnt will r.fllct an Intlr..t caloulatlnn to fl/tl.n 115) dlY.
b.yond 'he dati of thl ft.......nt. If pay.,nt I. iliad. aftlr thl Intlr..t cOllputatlon date shown on th,
NoticI, adultlonal Int.rut IIU.t bl cllleulatld.
~~
PETITION .'OR PROBATE and GRANT OF LETTERS
C;;;I - qJ/. .-tlt ~
Eslate of _ LORRAINE M. SM~
also known as
No.
To:
Register of Wills for the
, Deceased, County of Cumberland in thc
Social Secllrlty No. 099- 2 4- 3665 Commonwcalth of Pennsylvania
Thc petition of thc undersigncd respectfullY rcpresents that:
Y('ur pctitioncr(s), who Is/ure 18 years of age or o~er ant~e excci'5 or
In thc last will of the ahove decedent, dated _~_em ~~---
and codlcll(s) datcd ------------
_ y~med
,19__
-'--
(stl\lC re1cvlllll clrcl1nnlill1~I:', e,g. renunciation. dCllth of cxccutU( I etc.)
Decendent was domiciled at death in .~mbcr}a~__ County, Pennsylvania, with
II er last fU)1llly or principal residcnce 111__ , 309 Mt, A] lon Dr! VP.
Mechanicsburg, Upper Allen TownsnlpJ-PA
(lhl slreet, nllmher nnl.l munciplIlily)
at Dcce~~~t'M1:f~' J\~~~n uVi'l.'tgf,alf~ed~~anlCstiU~~L!'Q_- ,19 94.
Exccpt as follows, decedent did not nwry. WRS not divorced and did not have a child born or adopted
aftcr exccutlon of the will offered for probate; was not the victim of a kllling and was nevcr adjudlcatcd
Incompctcnt: --.
Decendent at death owned properlY with estimated values us follows:
(If domiciled In Pa,) All personal properlY
(If not domiciled In I'a,) Personal properlY In I'ennsylvnnia
(If not domiciled In I'a.) Personal property In County
Value of real estate In I'ennsylvanin
situatcd alh follol'/s: _.~
jO~ Mt. ^118n urlve, 11echanlcsburg
$ 75,000
$
$
$l~~,uuu
WHEREFORE, pctitloncr(s) respectfullY request(s) the probate of the Inst will and codlcll(s)
present cd hcrewith and the gmnt of lellers te~tamentary
(leslamentluy; I\dmlnlslrnllon c.l,a.; udmlnlmatlon d.b.n,e,l.a.)
thcron.
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paul R. ml na
,n q .Mt...-..A.Uen. D{5 i Y1
~hanlCsburg, A .7055
The petltioner(s) above-named swear(s) or affirm(s) that the statements in the forcgoing petition arc
true nm\ corrcct to the best of the knowledge and b~1i10f pctitloncr(s) and that a~ pcrsonal rcpresen-
tative(s) of the above decedent petltloner(s) wiil w:( trulL adminlstcr the estat~ according to law,
) ( '.
Sworn to or affiTl))~i lInd subscribed ~_ - ',__l' \\, .',",_-UL tIl
before mc this _ ~J fI day of ~.
:.+I4_-{.iiJL MA~_ JJ1~Lt: ~. !a
Ll.!./.!h'/l-- _J.J,.L.U-~.-f" ..f. '-"-ilL.!. /I ~ - ~
MAllY C. LEWIS ReRlsler I / ~
I L/ ~ :XI 11 ~ d..
OATH 01<' PERSONAL REPRESENT A T1VE
COMMONWEALTH QIo' PENNSYLVANIA '} 88
COUNTY QIo' ~RLAND
No. 21 . 94 - 482
Estate of
LORRAINE H. SMILNAK
_I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 1.lay 27 19~,ln consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
November 15 1993
IT IS DECREED that the Instrument(s) dated ,
described thereltt~!~W~W~ tt}.f!O~illf~n~d of record as the last will of
and Letters Testamentary
are hereby granted to PAUL R. SMILNAK
Will Book N
Page
~ 1J.'7n. ffJA ~,
Register of WIII,Yf ()
MARY C. LEWIS
FEES
P b L E $ 235.00
ro ate, etters, tc.",.,.."
Short Certlflcates( 4) . . . . . . , . ., $ 1? . 00
Renunciation ."""",.,,,,, $
x-pages $ 9.00
JCP 5.00
TOTAL - $-2-6-'h-OO-
Flied ",,'. MM. ??\. J ~.~4 , , "" . , . . . " ,
Timothy M. Anstine, #44879
ATTORNEY (Sup. Ct. J.D. No.)
Box 737, Camp Hill, Pa 17001-0737
-
ADDRESS
737-3405
PHONE
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Mailed letters and order to attorney on 5-27-94.
SAIIlIS, GlJlIlO
& MASl.ANIl
~1l}9 Murkcl SIr~'CI
('IIIl1P 1111I, 1'/\
IV - I appoint Bertha Corless, Trustee, of any property
which passes under this will or otherwise to a minor or an
incompetent and with respect to which I am authorized to appoint
a trustee and have not otherwise specifically done so. Such
trustee shall have the power to use principal as well as income
from time to time for the minor's education and support or to
make payment. for those purposes wit.hout further responsibility to
the minor or to any person taking care of the minor. The said
trust shall terminate as to each beneficiary when she reaches the
age of 25 years, if a minor.
V - My trust~e herein named shall have the fOllowing
powers and duties, in addition to those vested in it by law and
other provisions of this Will:
A. To retain any or all of the assets of this
trust, real or personal, including its own stock, without regard
to any principle of diversification or risk.
B. To invest in all forms of property, including
stock, common trust funds and mortgage investment funds whether
operated by it or others, without restriction to investments
authorized for Pennsylvania fiduciaries, as it deems proper,
without regard to any principle of diversification or risk.
C, To sell at public or private sale, t.o ex-
change, or to lease for any period of time, any real or personal
property and to give options for sales, exchanges or leases, for
such prices and upon such terms or conditions as it deems proper.
D. To allocate
or income or partly to each as
in its sole discretion.
receipts and expenses to principal
it from time to time thinks proper
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Page 2
SAlOIS, GUIDO
& MASt.ANI>
2109 Mor.CI SIrCCI
Camp Hili, "A
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E. To make payment to the parents or guardians of
any minor or incompetent beneficiary.
F. To hold property in my name or in its name, or
in the name of a nominee or unregistered.
G. To lend to, or purchase from, my executor even
though trustee may also be such executor.
VI - I appoint my Bon/ Paul R. Smilnak, Executor of
this, mY'Last Will and Testament. Should my said son fail to
qualify or cease to act as such, then I appoint Bertha Corless to
act in this capacity. Neither of my personal representatives
shall be required to post bond in this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
t.his, the I_,,-.d day of )~Jrt?-",.ie.lo,j , 1993.
..:/,J'"
~_.K.(!. I
I,orraine
, ,
)n,-'l.,., A.._~' (SEAL)
Smilnak
Signed, sealed, published and declared by LORRAINE M. SMILNAR,
Testatrix therein named, on this and one (1) other sheet of paper
as and for her Last Will and Testament, in our presence, who, in
her presence, at her request, and in the preRence of each other,
have hereunto subscribed our names as attesting witnesses.
0)
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SHUFF &
MASLAND
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TOTAL PRINCIPAL RECEIPTS
Disbursements
Rebts of Decedent:
Members 1st Federal Credit Union - balance due
Holy spirit Hospital
National Medi-Vans, Inc.
J. C. Penney
Montgomery Wary
West Shore Pathology
Allstate Insurance Company
PA Neurological Assocs.
A. Z. Ritzman AssoCS.
Holy spirit Hospital
central Penn Clinical Labs
Harrisburg Hospital '
Marlin A. Yohn, Treasurer - school taxes
Holy spirit Hospital
Chase Bank of MD - balance due on car loan
Obstetrics-Gynecology, Inc.
Funeral Expenses:
Neill Funeral Home
Administrative Expenses:
Register of Wills - Letters Testamentary
Cumberland Law Journal - legal ads
PNC Bank - estate checks
patriot-News Co. - legal ads
Register of Wills - filing fees
RegiBter of Wills - estimated account fees
Recorder of Deeds
3
I,
$102,816.00
8,840.41
3,250.00
31,983.29
11,000.00
37.934,32
$195,824.02
$ 2,975.84
22.15
82.50
234.81
19.21
3.58
165,30
4.20
10.10
10.53
2.72
10.50
990.31
22.56
371.38
6.75
$ 4,960.64
$ 5,365.00
$
261.00
40.00
29.00
59.23
25.00
300.00
12.00
$ 726.23
SAlOIS, GUIDO,
SHUFF &
MASLAND
2109 Markel 51",'1
CAmp Hili, PA
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rederal and state Taxosl
Register of Wills, Agent ~ inheritance tax payment $
Register of Wills, Agent balance of inheritance
9,000.00
2,223&Q
I.
$ 11,223.00
rees and Commissions I
Timothy M. Anstine, Esquire - attorney's fees
$ 7,500.00
$ 29,774.87
TOTAL DISBURSEMENTS
ADVANCE DISTRIBUTIONS
Cash advancements
Household goods and personal effects
Series EE Bonds
IRA Account
1992 Honda
$ 7,500.00
3,250.00
8,840.41
31,983.29
11.000.00
$ 62,573.70
TOTAL ADVANCE DISTRIBUTIONS
INCOME ACCOUNT
ReceiDts
PNC Bank - interest earned on estate ohecking
aooount to 12/19/94
$
136.58
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PROPOSBD_SCHEDULB OF DISTRIBUT1QH
Balance for distribution
$103,612',03
Per Article II of decedent's will
TO:
Paul R. Smilnak
entire estate
$103,612.03
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SAII>IS, GUIDO
& MASLAND
210'1 Mark" Sir,,,
CAmp lilli, PA
IV - I appoint Bertha Corless, Trustee, of any property
which passes under this will or otherwise to a minor or an
incompetent and with respect to which I am authorized to appoint
a trustee and have not otherwise specifically done so. Such
trustee shall have the power to use principal as well as income
from time to time for the minor's education and support or to
make payment for those purposes without fllrther responsibility to
the minor or to any person taking care of the minor. The said
trust shall terminate as to each beneficiary when she reaches the
age of 25 years, if a minor.
V - My trustee herein named shall have the following
powers and duties, in addition to those vested in it by law and
other provisions of this Will:
A. To retain any or all of the assets of this
trust, real or personal, including its own stock, without regard
to any principle of diversification or risk.
B. To invest in all forms of property, including
stock, common trust funds and mortgage investment funds whether
operated by it or others, without restriction to investments
authorized for Pennsylvania fiduciaries, as it deems proper,
without regar.d to any principle of diversification or risk.
C. To sell at public or private sale, to ex-
change, or to lease for any period of time, any real or personal
property and to give options for sales, exchangas or leases, for
such prices and upon such terms or conditions as it deems proper.
D. To allocate
or income or partly to each as
in its sole discretion.
receipts and expenses to principal
it from time to time thinks proper
#
Page 2
STATUS REPORT UNDER RULE 6.12
Name of Decedentl
I- () I! e I} oj c..
:; jlt:./ 9 <l-
e; r./ - t/f 2-
;VI. 0tv( I L Ai /I t<...
Date of Death I
Will No. 011-
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 I
1. State whether administration of the estate is completel
yes.......... No
--
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completel
3. If the answer to No. 1 is Yes, state the following 1
a. Did the personal repr~sentative file a final
account with the Court? Yes No ~ .
b. The separate Orphans / Court No. (if any) for
the personal representative's account iSI
c. Di.d the personal repres8ntative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts / releases, joinders and
approvals of formal or illformal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel
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SAIDIS, GUIDO, SHUlI]~ & MASI..AND.
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REGISTER OF WILLS' OFFICE
CUMBERLAND COUNTY COURTHOUSE
CARLISLE PA 17013
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