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Home My WebLink About94-00901 .,''ti!..-~.,- , . ~... :- ;" "''- '"." \" -., ..~-'" .. t_" ''':;~, " Estate 01 Flora I~. Smiley also knoll'lI as PETITION FOR PIWOA TE and GRANT 01<' LETTERS -2/- "...;. - 1 0 I No. To: Register of Wills for the . /)e,'eased. County of C'lImh"r1 "nn In the Social Security No. -1B5-1?-fiACl7 Commonweallh of Pennsylvania The petlllon of the undersigned respectfully represents thai: Your petllloner(s). who Kxare 18 years of age or older anlhe exeeut n..,. In the last will of Ihe above decedenl. dated Auqust I , and codlcll(s) daled None named . 19~ (Uale relevant clrcullutDncCl, C.B. rellllllchlllon, dealh of executor. elc.) Dccelltlent was domiciled at death In Cumberland It er lasl family or principal residence al R,,~It"ny Vi 11 "9" , Alltl1 ~b.n.<t1ip. C1.Ilt:erliird O:unty. R:msvlvania (IIilltreel, numb"r Rnd munclpnUIY) County, Pennsylvania, with ~,~ WQQ1QY nr. fnuQr DecOldent. then Cln years of age, died o,.~nh",' A . 19 011 at Bethany Villaqe, Lower Allen Townshio. Cumberland County. PA . Excepl as follows. decedent did not marry. was not divorced and did nol have a child born or adopted after execution of the will orfered for probate; was nOlthe victim or a killing and was never adjudicated Incompetenl: ~Ollll Dece"dent at death owned property with estlmaled values as follows: (If domiciled in Pa.) All personal property (If nol domiciled in Pa,) Personal properlY In Pennsylvania (If not domiciled In Pa.) Personal property In Counly Value of real estale In Pennsylvania sllualed as follows: None $ Undetermined $ $ $ None WHEREFORE, petltloner(s) respectfully presenled herewith and the grant of lellers theron, Dauphin Deposit Bank and request(" Ihe probate of the lasl will IIIIIdxJ:Clliill:lIl1~ rJ1ostamQnt~ry (I~IDmentDr)': admlnlslratlon c.I.a.; administration d.b.n.c:.I...) Trust Company i .!i_ BY: '6'ir "'c l~ <:to. 'g'o a Vi ,j - ~/ )/~(( d' .'< . Sue H uerY, Trust: Of f i cer P. O. Rnx 2CJ61 J.I:t.t"...; Qbl1)"I)' DA 17H'Ic:;, ~~1~!t~'ft': --LemoY~9. D~ 17Q4, OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF rIlM""IH ~"'n The petllloner(s) above-named swear(s) or affirm(s) Ihatlhe statemenls In Ihe foregoing petition are true and correct to Ihe best or the knowledge and belief of pelltloner(s) and thai as personal represen- lalive(s) of the above decedcnt pelltioner(s) will well and truly adminisl~r the e~tale according to law. Dauphln Deposlt BanK and Trust Compar.y Sworn 10 or affirmed and subscribed BY: y/.,,' 1-I//)UlU-..' . ~ before me this 19J:{.o day of T Off' c ~' 9 Q 'v ~ Wil . S il ~ ',LL i I f' I l;)4~ ~/O Register -- " , i' t , No. 21 - 94 - 901 Estate of Flora W. Smiley I Deceased I t, DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 24. 19-9.4-. In consideration of the petition on the reverse side hereor, satlsraclory proor having been presented berore me, IT IS DECREED Ihat the Instrumenl(s) daled AUgll"~ I. I ClA6 described therein be admitted to probate and n1ed of record as Ihe lasl will or Flora W. Smiley and Lellers Tes taman ta ry are hereby granled to Dauphin Deposit Bank and Trust Company and Willard I.. Smiley FEES Probate. Lellers, Etc. ......... $ 585.00 Shari Certlncates( 5)'.. . .. .. ,.. $ 1 ~ .00 R')!1U.l)clallon ................ $ -pages $ 6.00 JCP 5.00 TOTAL _ $ /;11 nn Flied ....,9~.~mg.?~>..m~.........., '-;1JA&j- 0 fi H~' ~u ~ (j.9/J1~fl*, '/ U Realster or Will. '7)0 MAR} C/,UWIS f~....", v<' -<1.,., Q/,-,/ William L. Sunday " 06354 A1TORNEY (Sup. Ct. 1.0, No.) 39 West Main Street Mechanicsbura, PA 17055 ADDRESS i I ;' I (717) 766-9622 PHONE I~ ,I . r ,-. , , u..: . ~ :'J UU . . . ( Mailed letters and order to Bank on 10-25-94. ~ ~:- - .. , ! III"'''''' III \ ...... Thi" i\ 10 ,utit). th.llllll" illfllrlll.llllllllli'I(' J~i\C'III" ll111l"ldr ,,,pH,d 1111111 ,11I1I11,clll.d 1('llilll.lll' ill "".1I1i dill)" fill'" wilh IJll'lIS I.IH:.i1lll'!:i"II'lr TlIl'llIi~ill,d ll'lIijil.llt' \\ III h('IIIIW,1I111'" 10 1I\l' SI.lIt. ViLd HIlIII&!" (Hlltl' 11Ir Ill'lllLlllllil lilill,l.!. ""lIIocIlM.~ .!'LORA W. 1MIU.'Y ...- WARNING: Ills Illegal 10 dupllcale this copy by pholoslat or photograph, Fl'c.' I.... lhh Il'llllil.llt'. $1.110 OCT 0 91004-____ D.lIl' /.7 /;v. ,....,...- c.f-;;;;.;>u ,/Y:';~-;1.,"~....~A<_ 1"',IIIl\,~"",,, 7 2612561 Nil. COIIIIONW!ALTN OP PENNSVLVANIA. DEPARTIIENT OP HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ... .~1:MALE IWI.U""-,,-,,, toClAL"CUIlIfY""''''''' OAI I. I.I'.! .3 2.. '- 8., '1 . DUI.........O'" _, J' .. ~IC..... ~iJ: ~04 Ne:m.~'tefd ~OI'~H . ____.-...........,.. .... _0 ,,,,,,-0 ....0 :="'0 ......... Lower Allen'l'tlp. ~'::.."t...... -- ..........--.. ".1.(1;.................. r Q4......... A 11 On 'l~.T' .. , o ".0 ~~.:=.. wa,lCft'.........IF.......,~..,..... Ida S. La 'J WALHI ..... 812 Humrel Avenue Lerro e PA 17043 ....... ~ ....... .....Ga c.-O ~...__O CllJwII~ AO""" SheITMnBOIIlePreBb er! henMn OIIle PA 1 U9U .......j(j3~j'd""S::~~~~iAR! 1llM7~~li' LICINK~" DolR....O -...- __DH.........~ .......-._...........01..... .....-........ :......~~... n. <<-......-......... l..-.....__~__.... IMMIOIATI CAWI ,... -.- .......dIIf'f_ .. -"-,.,' ::~"'I~~ CMlM--"lI'...., ....-- ................, ...- October 12 1994 - ..... . U10654L ._- f',O. .~7................-- ..........lI'lIlplAClt""'" H .... , - - 10. ~"....--........... 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Mh.....cll..... ,...................................................,............................................................... u. ~,...,..l,/"I 21 - 94 - 901 , ~.".: , -:.-- '-} ,'.' l;;n:: I... ...., s;; Ag uU _'\. ,. . ., . " .t. . ., I ... LAST WILL AND TESTAMENT I, FLORA W. SMILEY, single woman, of the Townahip of Lower Allen, County of Cumberland and State of Pennsylvania. being of aound mind, memory and underatanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time heretofore made. 1. I direct my executors,hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of my last illness and burial. 2. I give and bequeath my French Regulator Clock unto my brother, Willard L. Smiley. Should my said brother, Willard L. Smiley, pre- decease me, then and in that event, I give and bequeath the said clock unto his daughter, Elizabeth L. Gallaher. 3. I give and bequeath those articles of my household furniture and furnishings and those articles of my personal effects as set forth in a separate memorandum which I shall place with my Will or deposit with my attorney, to the persons therein designated. Said articles shall be identified by the name of the legatee written thereon, or as set forth on a slip of paper attached thereto. 4. Those articles of my household furnicure and furnishings and those articles of my personal effects not specifically bequeathed under Items 2 and 3 hereof may be sold by my co-executor, Dauphin Deposit Bank and Trust Company, to the legatees and distributees, including my brother, named in this my Will at the appraised value thereof. Such property shall be sold at the appraised value thereof first to my brother, then to my nieces according to age, and lastly to my grandnieces and grandnephews according to age, . . ~ ~ . " . f , 5, I give and bequeath all the rest, residue and remainder of my estate as follows I (A) I give and bequeath one-fourth (1/4) of said residue unto my brother, Willard L, Smiley. (B) I give and bequeath one-third (1/3) of said residue unto my nieces, Wilma A. Epler, Lois J. Hoover and Elizabeth L, Gallaher, in equal shares. (C) I give snd bequeath the remaining five-twelfth (5/12) of said residue unto my grandnieces and grandnephews. Katrina L. Atkinson, Kathleen L. Loveless, Krista L. Atkinson, Kathryn S. Epler, George C. Atkinson, Jr., and Michael J. Epler. in equal shares. Should my brother predecease me, then and in that event, I give and bequeath the share of my residuary estate to which he would have been entitled had he survived me unto my three nieces. Lois J. Hoover, Wilma A. Epler and Elizabeth L. Gallaher, equally, share and share alike. Should my niece, Lois J. Hoover, predecease me, then and in that event, I give and bequeath the share of my residuary estate to which she would have been entitled had she survived me, unto her husband, Richard D. Hoover, and my two nieces, Wilma A. Epler and Elizabeth L. Gallaher, equally, share and share alike. Should Richard D. Hoover, Wilma A. Epler or Elizabeth L. Gallaher likewise predecease me, then and in that event, the share of my estate to which such person would have been entitled under this paragraph had he or she survived me, shall lapse and shall pass to the survivor or survivors of them. 6. I appoint Dauphin Deposit Bank and Trust Company and my brother, Willard L. Smiley, executors of this my Last Will. Should my brother, Willard L, Smiley, fail' to qualify or cease to act as executor, I ap- r I , ! point my niece, Wilma A. Epler, as co-executor. -2- , ".... .' ... \ . 't" ., I, .. 7. I direct that my executors and their Successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, FLORA W. SMILEY, the Testatrix, have hereunt~t my hand and seal to this my Last Will and Testament this. ( --- day of August, 1986. - -t~ ..'-ctJ...~ (SEAL) Signed, sealed, published and declared by the within named Flora W. Smiley as and for her Last Will and Testament in the presence of uS,who, at her request, in her. presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. (,2,.cL(t.. ....8, ~~f - ffJ~,,~., w" 4:.7, -3- ;, . ,,' .,.. '-'~"p " ',I , - l'-'!i~'!~\>,,~~~'\~ ~;'l' , ,.~. k ..."""~,, f'" . .\." ,,", .'''!'."" ..~', : ';:~t;~;;~'f~:'~~~;~~;~ii ,',', .' ., " . . Of' ~ . ~' .'! " '. . . ->.\,.,~, . ;; .'.'\ ll~.!I.~;<;)~~' .-lit 1 ctI/ i\'!"" ,:J ~'I"'I'1 ,ll;;;;~;' " ti. ...;!. .' , . .,' 1<<,'11I11:' ''':: ~ .' ,," , 3 .~ ..' - . .l. ." :." ~}~ ;'-( " .i " . ' '" ,.-\' I,. ., \. .,; . , :;,,' .'. ':1.' ~ ,.-- . , it,'" ~ .j ,n;>'-{- ~:',;~;~1~' ';.~>:~ j. . ',;,'- ...t. !<;.:"~.i..',... ,. . B~;Jl;:~i- . :/"" 'J~ r,~!, ~ ."...~_., I" , '~:~~1&;;:::j{;> " " ~ .1.' ,': "," .~ i\ t. , ~- . ',' ,.: ,~(:< '.1_ '-: ""':,,e; '~r~~'> ' :.....- ".'- 'f t'; ~"'.~" .,~:.:~; ,~:.- ~:':., .'k'~ ~ -', ;-:'/!- . '; ~~:;~ ;.~: I~'':.~'" ,: ,1. ." (. . ~. " .:.. ,'. 11' ,i.',i. ':.,t, ':.' ]"\'\;' F' ... ':"'. '.;; 5;'l\ 'f', :'/: ,'.' ',' " . : ...~'. ,:'., .~.. . ,.. ~ ~ .... ~ . . f- CERTIFICATION OF NOTICE UNDER RULE S.6(a) Name of Decedent: Date of Death: Flora W. Smiley 10/08/94 Will No. c2 / - qlj - 'it>( Admin. No. To the Register: I certitY'Lhat notice ot beneficial interest required by Rule S.6(a) of the Orphans' Court Rules was served on or maiied to the !ollowing beneficiaries of the above-captioned estate on October 26, 1994 I ~ Address (SEE ATTACHED LIST) Nntice has now been given to all persons entitled thereto under Rule S.6(a) except None Datel 10/26/94 Dauphin Deposit Bank and Trust Company BY: .,~.c". I) I(,C(.l"',"~(/ Signaturo Asst. ViCe Pres./Trust Officer Name Dauphin Deposit Bank and Trust Co. Address Post Office Box 2961 Harrisburg, PA 17105 Telephone (]I 7) 255-2051 Capacity: X Personal Representative Counsel for personal representative . ' f'. ,,-_IU RW- " Name(s), address(es) and telephone number(s} of all counsel Name Sunday & Sunday Address Telephone (71n 766-9622 39 W. Main'Straet Poet Dffice Box 2421 Meehanicabur2. PA 17055 Date 10-26-94 obtaineu from the undersigned. Dauphin Depoeit,Bank and Trust Company Signature BY: ,,';'._., I') 1 r. , . , ~ Asst. Vice pres/Truat ficer Name DaUDhin Deoosit Bank and Trust Como any Additional information may be Address Post Office Box 2961 HarrisburR. PA 17105 Telephone (717) 255-2051 Capacity: X Personal Representative Counsel for personal representative cc: Willard Smiley William Sunday 21 - 94 - 901 ( ~, REGISTER 01<' WILLS OF CUMBERLANO COUNT\' OATH OF SUBSCRIBING WITNESS Ada S. Perry and William L. Sunday ol\IImi I< (each) a subscribing witness 10 Ihe will presented herewith, (each) being duly quallned according to law, depose(s) and say(s) thai they were present and saw Flora W. Smiley Ihe teslat ,.i v . sign the same alld Ihal 9i'O:Q signed as a witness at the requesl of testal rix In ~er presence and (In the presence of each olher) (in the presfnce of the other subscribing wltness(es)). Sworn to or arnrmed and subscribed before me this 17th day or o;tober 19 94 AA '- t";... A~ #:.,: ~;:::::: ') /-J . j, ~,/:e/l.//-f .! ,(JaA:s. pefIY 59 East (Name) Main Street Mechanicsburq, pA 17055 ':-.: (Addres))/ 1~!ii L~~:::;'i~i~reet Mechanicsburq, PA 17055 (A ddress) eglster r' ; ~;"! i,it :~,~", Ch:lIlyn Y "11 ,::.!iJ, I :':t.~'i Public "'!.''..:~I''PD I'U:J I'J':. l:l;.,:,:dilJ1,J CC;i.nly t.!)' CC;.:IiI;:- ;1,"1 L::p'l(,'-' ',lily HI. 1~~d Mcmtx-'f, PL"";lSyMlfli.1 AssouaWl of Nol.Jr1os REGISTER OF WILLS OF COUNT\' OATH OF NON.SUBSCRIBING WITNESS testa' ~h) being duly quallned according to law.jepos;(s) and say(s) that ~ lllar with the slgnalure of ... , ~odlcil witnesses to) the/ will presented herewith and -.",,, ... codicil c'slgnature on the will Is In the handwriting of that to Ihe besl of kno~gc and belief. Sworn to or arnrmed and su~bed before me this /' day or // 19_ / / (Address) Register (Name) (Address) , , 0, ,- l- f::5 ,-.. , , '. ..-:' i.u' , "::)', (;; (.l ~.:-r ii) ~ c.> 0: P\ :;> n:: (3 () . ... FLORA W. SHILEY BENEFICIARIES OF ESTATE Lois Hoover 29 Cabot Street Natick. MA 01760 Wilma Epler 1911 Hillside Road Middlstown, PA 17057 Kathleen L. Loveless 330 Moss Street Cheaspeake City, MD 21915 Krista II. Jones 404 Cecil Street Cheaspeake City, MD 21915 Katherine S. Sharpless 4990 Linganore View Drive Monrovia, MD 21770 Willard L. Smiley 812 Hummel Avenue Lemoyne, PA 17043 Elizabeth Gallaher 404 Cecil Street Cheaspeake City, MD 21915 Michael Epler 1911 Hillside Road Middletown, PA 17057 Katrina L. Friend 12613 Orange Plank Road Locust Grove, VA 22508 George Charles Atkins 34 St. Michsels Court Elkton, MD 21921 I (~ ~EV -'100 Do: .11-UI FOR DAfeSOF DEATH AFTER 12/]1191 CHECK HERE IP" SPOUSAL V C I IS ~ FILE NUMBER CO"~F~~~W~~'t.wwI1~ANIA HARRlsRcr~a.~A ~li'-.Q601 D E C & D , u ~ X~: R C ~ 0 K f"Xle. p S ~ 2. Supplemental Retum .... Future Inter.st Compromise (lor dates 01 death a~er 12-12.82) Oecedenl Died restalt D 7. oeeedenl Maintained a Uving Trusl (Attach co 01 Will) (Attach a co olTnat) C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX tNFORMATION SHOULD BE DIRECTED TO' o 0 NAME COMPLETE MAILING AOORESS ! g Sue Maue Dauph1n Dapos1t: Bank and Trust: Company S ~ TELEPHONE Nu"eEA 213 Market: Straet - y 717 255-2051 Harrisbur PA 17105 1. Real Estate (Schedule AI 1 2. Stacks and Bonds (Schodule B) (2) 3. Closely Held Slack/Partnership Inlerest (Schadule C) (3) 4. Mortgages and Notes Rocolvable (Schadulo D) (4) 5. Cash, Bank Doposlts & Mlscollaneous Porsonal Proporty (Sch. E) (5) 5. Jointly Ownod Proporty (Schodul. F) (6) 7. Transters (Schodule G) (Schodule L) (7) 8. Total Gross AssolS (total Llnos 1-7) P. Funeral Expenses, Administrative Costs. MlsceUaneous E.pensos (Schodule H) 10. Dobts, Mortgago Liabilities. Lions (Schodulel) 11. Tolal Deductions (total Llnos 9 & 10) 12. Not Value 01 Estato (Line 8 minus Line 11) 13. Charitable and GovernmentalS_quests (Schedule J) 14. Not Value Sub oct to T.. (L1no 12 minus Llno 13) 15. Spousal Translers (tor dates 01 death a~or 6-30-94) See InstructloM for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M,l lb. Amount of Line llllaxaDle al 0'1. rate (Include valuos from Schedule K or Schodulo M.) 17. Amount of Line 14 IaKllble at 15'/. rate (Include values from Schedule K or Schedule M.) 18, Principal t.. duo (Add ...from Line 15, 16 and 17.) 19. Credlts/Sp Poverty Prior Payments Olscount Interest 0.00+156,750.00 + 8,250.00 0.00 20. II Line 191s groalor than Llno 18. enter tho dllloronc. on Llno 20. This Is tho OVERPAYMENT. ~ D ICheck here If you Ire requelllng a refund o' your overpayment.1 21. If Line 181s greater than Line 19, enter the difference on line 21. This Is the TAX DUE. A. Enter thelnteresl on Ihe balanco due en line 21A. B. Enlorthotolal 01 Llno 21 and 21A on Llno 216. This Is tho BALANCE DUE, Make Check pa abl. to: Re Isler a. Willa, A ent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. UncI.,p.n.lll" ar p.rlury.1 OK-lIl' th'll have ...mlned Ii'll. teMn.lnclUDlng '"Omp&rr;'11'l9 "nodul.. Ind sl.l.ment.. and ta tn. be.t of my Io;nowl.d~..nd bIU.',ltls tru.. COtl'lCt and complet.. d.clare th.I.1I r..le.tat. hit b..n r.potted.t tN. market ",lu.. OKw.Uon of pr.patl' othll I,..n thl p....on.' rlpr.untaUve fl bued on aUlnfotI'TIIUon of which prspar.' hit any knowled~.. Original RolUm Limited Eslale !KJ 5. 8. .~ c A P I T U L T o N 379,922.06 None None 927,756.84 None None (9) 90,482.69 (10) 6,534.84 (15) 0.00 X 0.00 ^ ,UQ . 0.00 {hi; ~ (17) 1,210,661.37 X ,15: 181,599.21 C o M C I T o N 2194.0901 YEAR NUMBER AMOUNr RECEIVED (SEE INSTRUCTIONS) 0.00 Remainder Retum (lor datos 01 death prior 10 12-13-82) Federal E~ate Tax Retum Required Total Number a. Safe Oeposit BexlS (8) 1,307,678.90 (11) (12) (13) (14) 97,017.53 1,210,661.37 None 1,210 661.37 : 0.00 181,599.21 (18) (19) (20) 165,000.00 0.00 (21) (21A) (21B) 16,599.21 0.00 16,599.21 ~~~r~~-~~~!" '~~~'~~i7'i~; (' !.?~':Y::?y_ -. -... CATE ~~?~S- DATE Copyrlgt\l tc) 1994 farm sottw.,e ant'( CPSYII.ms.lne. ~l'_'!el,l_i-". ~!,y.~~ .1_,:_ ~!'.~ _ !'.r:~. :r:~~!'. _~?!"y',!~y. _. _.. 213 Market Street Harr1sburg, PA 17105 Farm 1500 (R..... 7-14) " , '. ,},' ;; - 1"'\ ~~ l;') :H\; .- .., 0", '..}} . t.~ 7 =l 4 . .q ~ ' iil \5 0<..> " Q_YJ (~, L: go: a: ,-., " Act 148 '011994 provides lor the reduction 01 the tax rates Imposed an the net value of translers to or lor the use allhe spouse. The rates as prescribed by the statute will be: e3% (.03) will be applicable lor estates 01 decedents dying an or alter 7/1/94 and belore 1/1/98 e2% (.02) will be applicable lor estates 01 decedents dying an or alter 1/1/96 and belore 1/1/97 el.k (.01) will be applicable lor estates 01 decedents dying an or alter 1/1/97 and belore 1/1/98 eSpousal translers occurring an or alter 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (XI IN THE APPROPRIATE BLOCKS. VIS NO 1. Old dlcld.nt make a ltansf" Ind: L relalnthlullorlncameo'theprop.rtylransftrrtd... . . ..... . . .. . . .... ... ..... . . b. retain the rtghllo d.slgnate who shaQ useth, property transferred or fts Income, . . , , , . . , . . , . . . ..' Co retain a reversionary Interest: or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . . . . . . . . d. reclly,lh. promise lor lif, 01 ,lth.r paymenlS, ben.fits or car.? . . . . . . . . . . . . . . . . . . , . . . . Z. If death occulT.d on or blfo" D",,"mbor 12, 1982, did dlcldlnl within 1W0 y..rs p"cldlng death ltansflr prop'lly without "c.lvlng adlqu'll consldlration? If d..th occUlTld In" Dlc.mblr 12, 1982. did dlcldlnt transfor propllly wilhln ani yea, of dlath wilhoul "cllvlng adlquala conslder.don? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Old dlcedlnl own an 1n truSI tor. bank account.1 his or her death? . . . . , . . . . . . . . . . . , . . . . . . . . . , , . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyrfghl (c) "14 fotl'll lottwll. o"IV CPSYltetM,tnc. ~.rm 1800 IROY, 701') x x X X X X REV. 1IOZ'EX + (IZ.U) j , i CQMt1<'llf./i;\~4\~~IhYANIA ~~~~~:T~ IISTATS OF FILII NUMBER Flora W. Smiley ssg 185-32-6897 10/08/1994 2194-0901 (Froperty Jointly-owned whh RighI 0' Survivorship mUll be dllcloled on Schedule F) All rell eotlle Ihould be reporled al 'air markol value which la dellned .. the price al which property would be oxchanged between a willing buyer and a willing ..lIer, neither being compelled to b Of ..n, bath havl" r...onable knowl.d . 01 the r.l.vlnt 'Ids. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also onlor on line 1, Re.. ituladon) (If more spaclls needed, Insert additional she.ts of same slzt.) Copyright (c) 1fl4 form sortw.,. only CPSy.'.mt,lnc. $ 0.00 Form 1500 Schedule A (Rey. 1Z.85) i" . ~EV.. 1103 EX + (4_11) SCHEDULE B STOCKS AND BONDS co...t1,m/i;W;{\,~~}hY'NI' ISTATll OF FILl NUMBER 2194.0901 SS" 185.32.6897 10/08/1994 Flora II. Smiley (All r. . ITEM NUMBER 1 oln -owned with RI hI.' Survlv.rshl mull b. dllcl.ood on Schedul. F.l DESCRIPTION 1,728 ehares American Stores Co. VALUE AT DATE OF DEATH 44,442,00 Accrued Dividend 207.36 2 592 shares Allied Signal Inc. 20,054.00 3 1,024 shares CPC International Corp. Accrued Dividend 51,488.00 348.16 4 5 393 shares CSX Corp. 26,097.66 156,515.63 1,449.00 30,940.00 6,300 shares Dauphin Deposit Corp. Accrued Dividend 6 1,120 shares Ford Motor Co. 7 200 shares International Paper Co. 15,256.25 8 416 shares Mobil Corp. 33,124.00 $ 379 922.06 TOTAL (AI,. Inlar .n IIn. 2. Rlcl ilulallonl (If more SplCI Is ""dld, Insen additional shilts of SlmII size.) Copyrtghl (c) '"4 form aoftw.re only CPS)'llemt, Ire. Porm 1600 Sch.dul. B (Rev. 4-'1) '0 . . ,~.,................--... REV. 11041DC . (1~'IZI eO"'!l.im/i;W;4Il,~,WhYANIA ISTATIOP SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP Please Pnnl or T . FILl NUMBER 2194-0901 Flora II. Smiley 55/} 185-32-6897 10/08/1994 Sdledu/..C.lIlllllCl'iIlmllOt beralllchecl "'"each,bullnu&ln_aflll..dac8donl;.olher:than:," ID ITlM NUMBER DESCRIPTION VALUI AT DATI OP DEATH . " TOTAL (Also .nl., on IIn. 3. R.ca lIuladon) (If mo,o .paco Is n..dod. Inson addl1Jonal sho.ts 01 same slzo,) Copyrtght{c) 1194 rorm.ottw....onty CPS)'11Ims.lnc. . 0.00 f'Olm 1600 Schedule C (RI'II. J.nl ~IV . IIDI IDe . (I'U) cOMt1.m~L';\'''.fYAHIA ISTATIOl' SCHEDULE D MORTGAGES AND NOTES RECEIVABLE PI.a.. Print or . FILE NUMBER 2194-0901 VALUE AT DATE OF DEATH ~.,' $ 0.00 Flora II, Smiley 55;) 185-32-6897 10/08/1994 Form 1500 Schltdul. D (Re.7-aa) All I. 0 ITlM NUMBIR .Inl ..wnod with tho RI hi of Survl....hl must bo dllcl...d .n Schodulo 1',) DESCRIPTION '~ TOTAL (AIJ. onto, .n IIno 4, Roc. itul.d.n) (If mar. space ls ne.ded.lnsert additional sheol3 of same size.) Copyrlght (e) 1194 form sottwlte onl)' CPSYltMTI, Inc. I. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY REV. 1501 EX + (2.87) co..t1.m/i;1il~~JJl>>"NI' ESTATE OP Ple.S1 Print or . PILE NUMBER 2194-0901 Flora W. Smiley SS" 185-32-6897 10/08/1994 (All ,a e ITEM NUMBER 1 aln -owned with RI hI of SUI'Ylvarshl muat be disclosed on Schedule p) DESCRIPTION Dauphin Deposic Bank and Trust Co., Truscee Under Agreemenc with Flora W. Smiley: VALUE AT DATE OF DEATH Principal Cash 81,512 units Municipal Bond Fund Accrued Income 12.49 897,265,92 3,965.83 Income - o.J;--- "Cash Navigator Fund Accrued Interest 93;00 14,400.00 6.22 2 Dauphin Deposit Bank and Trust Co. . Closed Checking Account #79587437 Accrued Interest 3,178.06 2.86 3 Cash found in room 97.84 4 Haar's Auction - Proceeds from Sale of Household Effacts 9.85 ' 5 6 Household Effects - Appraised Value 4,205.00 900.00 Irwin Brandt - Proceeds from Sale of Coine .... 7 Independence Blue Cross of Greater Philadelphia Refund of Unused Premium 591.03 '. 8 Mellon Bank - Accrued Income from . Charles A. Paoli Trust 319.19 9 Ohio Casualty Insurance Co. - Refund on Renters Policy "DAW 4922855 10.00 (see continuation schedule atcached) Tocal of Continuation Schedule(s) 2 699.55 TOTAL (Abo enler on IIn. 5, Reel itulldon) (Attach addlt10nalB 112- lC 11- she.ts If mora space Is n.,ded.) Copyright (e) 1194 torm .ottw.,. anI)' CPSysttms.lnc. $ 927 756,84 Form 1500 Schedule> E (Rtv. Z.I7) ITEM (} DESCRIPTION VALUE AT DATE OF DEATH i Elcace of: Flora W. Smiley SSe 185-32-6897 10/08/1994 CONTINUATION SCHEDULE Continuation of Schedule E 10 Pennsylvania Blue Shield - Reimbursement 157.55 ( , ~. 11 U . S. Treasury - Tax Refund on 1994 Form 1040 739.00 ~ !, ~ ~ ~ t i< 12 1898 & 1897 Indian Head Pennies - Appraised Value 13 French Regulator Wall Clock - Appraised Value, 2.00 1,800.00 14 Union Carbide Split Rights 1.00 .'. , ..............-....-- X i I ~ f' 2,699.55 F !' ._..._...~~....~---'""......._-"...~ ,.... REV.. 1509 EX + (1Z.S81 J CO"lI.\mll,111oilbU,NhYANIA ESTATE OF Flora II. Smiley SCHEDULE F JOINTLY-OWNED PROPERTY SSII 185-32.6897 10/08/1994 FILE NUMBER 2194.0901 Joint tenant(e)! NAME ADDRESS RELATIONSHtP TO DECEDENT A. D. C. Jointly-owned property. ITEM LETTER DATE DECD'S FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DOLLAR VALUE OF NUMBER JOINT OF ASSET % INT. DECEDENT INTEREST TENANT JOINT , .' ,- 0 TOTAL (Also enter on line 6. RecaDitulallon) 0.00 iJ " I t - (If more space Is needed, Insarl additional sheets of same sin.) Copyrfghl (c) 1"4 form softw.t. ont)' CPSytl.rM,lnc. Form 1500 Schedul. F (R...,. 1z.sa) ReV.1110EX. (2.17) CO"'H.'1JlY.(IVl,'N.t\.'l".C'lllll?,'Q,YAHI' 'iiliib'iNl'bEcEo'iiNf" ISTAT8 OP SCHEDULE G TRANSFERS -'... Plt,,1 PMI or T . PILI NUMBER 2194.0901 Flora W. Smiley SS~ 185.32.6897 10/08/1994 THIS SCHIDULE MUST BE COMPLETED AND PILID IP THE ANSWER TO ANY OP THE QUESTIONS ON PAGE Z IS YES, ITEM DESCRIPTION OP PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OP NUMBER "'~~o:=,=~:~::ri=:.,. OP ASSET 'I. INT. DECEDENT INTEREST . TOTAL (Also tnttr on lint 7, Rte.aMldan) $ 0.00 (U mar. spactls n..ded, InSln additional shielS 01 same siz,.) Copyrlghl(c) '114 'orm IO'IWIII only cp'Y"lrnI,lnc. 'orm 1&00 SChedule G (Rev. Z.I1) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES REV. 1111 EX . n.aa) CO"'~N'if.~~'l".tS%IIf,NhYANI' ESTATE OF Flora \I. ITEM NUMBER A. B. C. FI.... Print 0' T . FILE NUMBER 2194-0901 Smile 10 08 1994 DESCRIPTION AMOUNT 1 Fune,.1 ElpeR..11 Parehmore Funeral Home _ Funeral Expenses Inc. 7,497.66 2 Gingrich Memorials - Marker 1,045.00 1. Admlnl.trallYe Coah' Parson.1 R.pres.nlatlv. Commissions Dauphin Depos i1: Bank and Trus1: Co. Social Security Number of Personal RepresentaUve: y.I' Commissions paid Willard Smiley - Co-Execueor A"om.y F... Sunday & Sunday 0.00 34,538.35 46 ,051.13 z. 3. Flmlly ElCImpdon Claimant Address 0' Clllmant.t d.c.d.nt's d..th su..t Address City 0.00 Rlladonshlp Slatl Zip Cod. 596.00 4. Probate Fe.s 1 Mllcenaneaul Expen..s: Cumberland Law,Journal CoS1: of Adver1:ising and Proof of Publica1:ion 40.00 2 Hobbie Auc1:ioneers . Appraisal of Household Effec1:s 150.00 3 Haar's Auc1:ion - Commission from Sale of Household Effec1:s 2.45 4 Irwin R. Brande - Appraisal of Coins 30.00 (see coneinua1:ion schedule aeeached) Toeal of Coneinuaeion Schedule s) 532.10 $ 90 482.69 TOTAL (Also .nt.r on IIn. 9, R.ca i,u1."on) (If more space I. n..ded, I"..rt addltlonal.h.ets af lime Ilze.) CopyriGht (c) 11114 form loftwar. onty cPSYI'elM,lnc. Form 1500Schlldute H(R.....1.aa) , Es~a~e of: Flora W. Smiley SSO 185-32-6897 10/08/1994 CONTINUATION SCHEDULE Continuation of Schedule H.C ITEM {I DESCRIPTION AMOUNT 5 PA Deparement of Revenue . 69.00 1994 Personal Income Tax 6 Pa~rio~ News Co. . Cos~ of 142.10 Adver~ieing and Proof of Publication 7 Cumberland Coun~y Register 15,00 of Wills - 5 Short Cer~ificates 8 Vital Records . TWo Death 6.00 Certificates 9 Reserve for Filing 300.00 ............... 532,10 . \ . . , .,'. _.,-,-"",-,._,.""""-,_~______,,,,,,,_,,,_,,,,,,,,,,,,,,,,,,,,,.~-,,,,,,,-";-'~""~,." '.'_.-.r. ,_...... ~EV.II1ZI!ll. (I.U) cOM\'I.I1'WItf.%'ltMi,lVhl'ANIA ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Flora II. Smiley ITEM NUMBER 1 2 3 4 SS;) 185.32.6897 Alert Pharmacy at Bethany Village . Balance Due Bell Atlantic Corp. . Final Bill Holy Spirit Hospital . Balance Due United Methodist Home for the Aging, Inc. . Convalescent Home Expense . ...... 10/08/1994 DESCRIPTION TOTAL (Also Inllr on nnl 10, Reel il\llltlonl (If more space Is needed, Insert add~lon.1 sheets or same size.) Copyrighl (c) 1194 form IIGftwlle anJv CPSyat.ms.lnc. Pl.... Print of . FILE NUMBER 2194-0901 AMOUNT 40.50 6.59 91. 75 6,396.00 . S 6 534.84 Form 1&OQSch~ul.I(A..,.1.I3J SCHEDULE J BENEFICIARIES REV. 111J ex + (1.a1) COMr.m~~~g,WhY'N" ESTATE OF FILE NUMBER 2194.0901 55, 185.32.6897 10 08 1994 AMOUNT OR SHARE OF ESTATE Flora II. Smile ITEM NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1 A. TlXable aequests: lIi11ard L. Smiley 812 Hummel Ave. Lemoyne, PA 17043 lIilma A. Epler 1941 Hi11sda1e Rd. Middletown, PA 17057 Brother 1/4 share of Rss idue French Regulator Clock Niece 1/3 of 1/3 share of Residue 2 3 Loie J. Hoover 29 Cabot St. Natick, MA 01760 Niece 1/3 of 1/3 share of Residue 4 Elizabeth L. Gallaher Rt. ill BolC 299A Friendsvi11e, MD 21531 Niece 1/3 of 1/3 share of Residue 5 Michea1 J. Epler 1941 Hillside Rd. Middletown PA 17057 Grandnephe 1/6 of 5/12 share of Residue NAME AND ADDRESS OF BENEFICIAR'( B. Charitable and Governmental aequests: AMOUNT OR SHARE OF ESTATE i , ! 1 I I I i I I I I , I i I I ! , I , s 0.00 TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also Inler on IInl 13, RIca 1!Ulallon) (It mort spacI I. n,.ded, Insert Iodditlonal shelts or same size.) COpyright (el'"" fo,msottwa,.onlt CPSyal.mI,lne. ~orm 1500 Schedw. J (Rev. Z.I7) I " Flora W. Smiley 55" 185.32.6897 10/08/1994 CONTINUATION SCIlEDULE Continuation of Schedule J AMOUNT OR SIIARE OF EST RElATION. SIIIP ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY ...................................................................................... 6 7 Grandniaca 1/6 of 5/12 share of Reaidue Kathleen L. Loveless 330 Koss St. Cheaspeska City, HD 21915 1/6 of 5/12 share of Reaidue 8 Krista L. Atkinson now by marriage Krista L, Atkinson Jones 404 Cecil St. Cheaspeake City, HD 21915 Kathryn S. Epler now by marriage Katherine Epler Sharpless 4998 Lingamora View Dr. Konrovia, KD 21770 Grandniece Grandniece 1/6 of 5/12 share of Residue 9 George C. Atkinson, Jr. 34 St. Kicheals Court Elktom, KD 21921 Grendnephew 1/6 of 5/12 share of Residue 10 Katrina L. Atkinson now by marriaga Katrina L, Friend 12613 Oranga Plenk Rd. Locust Grove, VA 22508 Grendniace 1/6 of 5/12 share of Residue ...,--.' REV- '14IEXI'.UI SCHEDULE N SPOUSAL POVERTY CREDIT COMMONWEALTH OP PBNNSYLVANIA INHERITANCE TAX O'VISlON (AVAILABLE FOR DECEDENTS DYING AFTER 12131191) ESTATE OF FILE NUMBER FLora W. Smiley SS# 185-32-6897 10/08/L994 2194.0901 This schedule must be completed .1nd filed It you Checked the spousal poverty credll bOil on the cover 'Sheet, '1';';: Ate 0' 'G E 'A !-"l1;i,';',~':"V.:~~:",} "i!'.' "'i';i~i~. ';If.':} ':~~'r"~:V't~""'fl~~'l,.?t""h1"ill,,;*~fO.l'~W"\Wr.'\r,~Jlrl/'lf!'i~:"'t~~ I. Taxable Assets totll 'rom line 8 (cover sheet) , . 1. 1 307 678.90 Z. Insurance Proceeds on Lif. of OecedenL Z. 0.00 3. Retirement Benellts . . . 3, 0.00 4. Jolnl Assets with Spouse 4. 0.00 5. PA Laa.ry Wlnn'ngs, , , ... Other Nanta.abl. Ass.ts: US! (An.ch sch.dul. ~ n.c....ry) . ........ . 6.. 0.00 6b. .. "'..- . 6c. 6d. 6. SUBTOTAL (Lines 6., b. c, d), , . . , , ........ . 6. 0.00 7. Total Gross Ass.ts (Add lines 1 thru 6~ . 7. 1,307 678.90 8. Total Actual Liabilities.. , . , , . . , . . ' . . . . . , . 9. N.t Valu. 01 Estat. (Subtr.ct IIn. 8 from IIn. 7) , ' , , . , , , . If IIn. 9 is groat., than $200.000 _ STOP. Thee.tat.ls not .lIgibl. 10 claim tho cr.dit. If nal, continua to Pan II, 9. 1,307,678.90 lIP.AR1::II''''''C~CtJl'&;1irO!f;O~plNT,;'''''''MP-TION'INCOME:'l(AttaCh'C:i:iJ:lr",o~F''ederilli!ildrvrdiijjtlhicO~'i,! ~'-""'A1r;:'?~~'f>'~R' .r<":.~I\Fl :rf..r~';I" ':.i h"'~'~t.=dr;. ,..tX....~.;.~,~ J']~~; r....:-.('~:,~..'t~l""I.~,l~.';i'~ ,(,': ;i':"~;lJ:'<;\Y.~l.',j.t.T::";1~. :i:"'''''~J~i,~:J:'''"1.'-'::''';' ~...tl,\~: ".....,~""'"....,........1!..tiX.:I . e urn5'., Dr... acaQen an .S OUS8. ''"'"d. ,..........'..". ..,..;;;.....,.;,... ""'. .,.,;--, ,-.~.."'....,.. "..,..~-I'h.""..h.."'"'.....';,J:....;;-.~........ .'..~ Incam.: 1. TAX YEAR: 1991 Z. TAX YEAR: 1992 3. TAX YEAR: 1993 a, Spau..,. la. 0 . 00 20. 0 ,00 3a. 0 . 00 b. Dec.d.nt, lb. 0 . 00 Zb, 0 . 00 3b, 0 . 00 ... '::li.:..,. 1:. 0.00 ::!:. O. DO 3:. 0.00 d. TIM Ex.mpllncama, , , ld. 0.00 2d. 0.00 3d. 0.00 ., Oth.r Incama nalllsl.d .bav.. I.. 0 . 00 2., 0 . 00 3e, 0 . 00 I, Tal.I.."....,...,. 1" 0 . 00 21, 0 ,00 31. 0 . 00 4. Average Joint Exemption Income Calculation 4.. Add Jolnl Exemption Income from above: (11) 0.00 B. 0.00 + (21) o . 00 +(31) 0.00 . 0.00 .;. 3 ) 0.00 "#I~' . 4b. Average JoInt Exemption Income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . If line 4(b) Is greatsr than $40,000 - STOP. The estate Is not eligible to claim Ihe credit. If not, contlnu. to Part III. ~m,~~F:iTl~11~..~tg~~,~,g~~~:~~~.~~~~gW~~~~@~~~~~~~~~~a~~~~~~~l~m~~~ 1. Inson amounl of taxable transfers 10 spouse or S 100,000, whichever Is ress. . 1. 0.00 2- 6.00r. 3. 0.00 4. 0.00 5. 0.00 Sel'leduJe lR...... '.92) 2. Multiply by credit percentage (see Instructions) . . . . . . . . . . . . . . . . 3. This Is the amounl of the Resident Spousal Poverty Credit. Include thIs figure In the calculation of total credits on IIn. 190' the cover sheet. . . . . . . . . 4. For Nonresidents, enler the ratio of the decedent's gross estafe in PA to the value of the decedent's gross estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Multiply line 3 by line 4 and enter the lotal here. This Is the amount of the Nonresident Spousal Pov.rty Credit. Include this figure In the calculation of total credits on Une 19 of the cover sheeL Copyrlgl'lt (e) 1194 torm ,ot1wue only CPSYIllltM.lnc. /' '. D Dauphin Deposit Bank and Trust Company MAIN OFFICE, m MARMET 8TREET, HARRISBURG, PENNSYLVANIA 17101 717 2$5.2121 Decedent Confirmation Name: Flora W. Smiley Social Security No.: 185-32-6897 Date of Death (000): 10/08/94 Acc:clUlt No. 0079587437 Type Checking ------------ -- Date Opened or Issued 10/17/69 ----- ---- Date Closed or Matured ----------- ---------- -- Date of Death BalllllC8 $3,178.06 PUJS Date of Death Accrued Int. $2.86 Joint OWners (if any) None Date of Joint OWnership ----------- ----------- -- Special Comments: There were no accounts closed with the past three (3) years. Additional tn'o~tion availabl. at '20.00 per hour. one hour .tni.u.. Date Prepared: November 9, 1994 Prepared by: Cheryl A. Bowers CUstomer Management Information Dept. (OMI) Page 1 of 1 Telephone No. (717) 255-2054 pora 00-020-218 (REV 7/83) . '. LAST WILL AND TESTAMENT I, FLORA W. SMILEY, .ingle woman, of the Township of Lower Allen, County of Cumberland and State of Penn.ylvania, being of sound mind, memory and under. tanding , do make, publi.h .nd d.elare thi. to be my La.t Will and Te.tam.nt, hereby revoking and m.king void all form.r will., codicils end other te.tamentary di.po.ition. by m. at any time h.retofore made. 1. I direct my ex.eutor., hereinafter nemed, to pay a. .oon as practicabl. after my dece..e all my ju.t debt. and the .xpense. of my l..t illn.s. and buri.l, 2. I give and bequeath my French Regulator Clock unto my broth.r, Willard L. Smil.y. Should my .aid brother, Will.rd L. Smiley, pr.- d.c.... m., th.n and in that .v.nt, I give and b.qu.ath the .aid clock unto hi. daughter, Eliz.beth L. Gallaher, 3, I give .nd bequ..th tho.. artiel.. of my hou.ehold furniture .nd furnishings and those .rticles of my person.l effect. as .et forth in a .eparate memorandum which I .hall place with my Will or depo.it with my attorney. to the per.on. therein de.ignated, Said articles .hall be identified by the name of the legatee written thereon. or as .et forth on a .lip of peper sttached thereto, 4. Tho.e article. of my hou.ehold furniture and furni.hings and tho.e articles of my personal effect. not .pecifieally bequeatbed under Item. 2 and 3 hereof may be .old by my co-exetutor, Dauphin Deposit Bank and Trust Company, to tbe legatee. and distributee.. including my brother, named in this my Will at the apprai.ed value thereof, Such rroperty .hall be sold at the appraised value thereof first to my broth.r. then to my nieces according to ag., and lastly to my grandniec.s and grandneph.ws according to age. '. 1,- 5, I Sive end bequeeth ell the rast, residue and remeinder of my estete es follows I (A) I Sive and bequee th one-fourth (1/4) of sdd reddue unto my brother, Willard L, Smiley, (8) I Sive and bequeath one-third (1/3) of sdd reddue unto my nieces, Wilma A. Epler, Lob J, Hoover and Elizabeth L, Gallaher, in equal shares. (C) I give snd bequeath the remdnins five-twelfth (5112) of said residue unto my grandnieces and grandnephewe, Katrina L. Atkineon, Kathleen L, Lovelees, Krista L, Atkinson, Kathryn S. Epler, George C, Atkinson, Jr., and Michael J. Epler, in equal shar.... Should my brother predeeesse me, then and in that event, I give and bequeath the share of my residuary estate to which he would heve been entitled had he survived me Unto my three nieeee, Lois J, Hoover, Wilma A. Epler and Elizabeth L, Gallaher, equally, share and share alike, Should my niece, Lois J. Hoover, predecease me, then and in that event, I sive and bequeath the share of my residuary estate to which she would have been entitled hsd she survived me, unto her husband, Richard D, Hoover, and my two nieces, Wilma A, Epler and Elizabeth L. Galleher, equally, share and share alike. Should Richard D. Hoover, Wilma A, Epler or Elizabeth L, Gallaher'likewise predecease me, then and in that event, the share of my estate to which such person would have been entitled under thia paragraph had h. or ehe survived me, ehall lapse and shell pass to the survivor or survivors of them, 6. I appoint Dauphin Deposit Benk and Trust Company and my brother, Willard L. Smiley, executors of this my Last Will, Should my brother, Willard L. Smiley, fail' to qualify or cease to act as executor, I ap- point my niece, Wilma A, Epler, as eo-executor. -2- ... . '. 7. '" 1 dlrect that my executors and thelr successors shall not be requlred to glve bond for the falthfUl performance of thelr dutles ln any jurlsdlctlon. IN WITNESS WHEREOF, 1, FLORA W. SHILEY, the Testatrlx, have hereunto~t my hsnd and seal to thls my Last Wl11 and Testament th1a 1"- day of August, 1986. ~ - -t~ '-tJ. ~ (SEAL) Slgned, sealed, publlshed and declared by the wlthln named Flora W. Sml1ey as and for her Last Wl11 and Testament ln the presence of us, who, at her requesc, ln her presence and ln the presence of each other, have hereunto subscribed our names 4S wltnesses chereco, .'all- ..g. P:..-"-"-) _ ~(,"'~'J ~ ~n.-). -3- , REVOCABLE LIVING TRUST by and between Flora W. Smiley Settlor and DAUPHIN DEPOSIT BANK AND TRUST COMPANY TRUSTEE o Dauphin Deposit Bank and Trust Company Membe, fDIC. I. nor" H, SmUuy____,__..,.. (Suttlor) 01 HuehnllicHburg, l'^ , hereby transfer to Dauphon Deposit Bank and Trust Company (herelnaller celled Ihe Trustee), a PennsylvanlO bank and trust company, tho property described In Ihe attached Schedule, to be held ill Trust as follows: FIRST: Dispositive Provisions For My Benelll- During my lifetime: A. All of Ihe net Income shall be paid to me at least quarterly or shall be paid or accumu. laled and added to principal, as I may direct In writing; B. As much of the principal as I may 110m lime to lime request In writing shall be paid to me, or as I may otherwise direct; C. If, In the Trustee'sopinlon.1 am at any time unable to act or apply the pnyments to my own best Interest and advantage. the Trustee may apply directly lor my benefit as much of the income and/or principal as the Truslee may, from time to time. deem appropriate lor my welfare. comfort, sup pori or emergency needs and may add 10 principal as much of Ihe Incoma as the Trustee daems advisable. D, Trustee ehall keop true and correct books of account, which books of accounl shall at all reasonable time be open to the Inspection of Settlor or his duly appointed representa. tlve, Trustee shall also quarterly render Settlor a detailed statement showing all receipts and disbursements on account of the trust estate and the manner and form In which the trust estale Is Invested at the time of the rendlllon of such statement. SECOND: Dispositive Provisions Aller My Death-Upon my death while the trust conllnues, the Trustee shall pay the then.remalnlng principal and Income to my Executor or Administra- tor for dlsposlllon as part of my estate, THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, In whole or In part, at any time and from time to time by an Instrument In writing, delivered to the Trustee and Intended to take effect during my lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed without Its written consent. The Trustee reserves the right, at any lime upon thirty (30) days advance written notice to me, to resign the trust and deliver the trust estate to me, after deducting therefrom Its fees and any expenses then due and payable, FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity may add property, real and personal, to the principal of this trust. FIFTH: Trustee's Powers: In addlllon to the powers granted by law, my Trustee shall have the following discretionary powers, applicable to principal and Income, which shall be exercis- able without leave of court and shall continue until dlstrlbullon Is actually made: A, To accept and retain any or all property, Including stock or other securities of the Trustee or of a holding company controlling the Trustee; B, To Invest In all forms of property (Including, but not by way of IImltallon, real estate, all types of stocks, bonds, opllons, and participations In common trust funds and money market fundsl; without being confined to Investments prescribed by statute and without being required to diversify; C. To buy Investments at a premium or discount; D. To hold property unregistered or In the name 01 a nominee; E, To give proxies. both ministerial and discretionary: F. To compromise claims; G, To Join In any merger, consolidation, reorganlzallon. yotlng trust plan, or other con. certed action 01 security holders. and to delegate discretionary dulles with respect thereto; H, To borrow from Dauphin Deposit Bank and Trust Company or from others, and to pledge real or personal property as security therefor; to loan cash or securities upon such terms and condlllons as trustees deem appropriate; I. To sell at public or private sale for cash or credit or partty for each, to exchange, to im. prove, or to lease for any period 01 time, any real or personal property; and to give opllons for sales, exchanges, or leases: . J, To allocate any property received or charge Incurred to prinCipal or Income or partly to each, without being obliged to apply the usual rules of trust accounting; K, To distribute In cash or In kind or partly In each; L. To retain any part or all of my business Interests held In this Trust as long as the Trustee considers It advisable to do so; and to conduct, alone or with others, any such business In which I am engaged, with all the powers of an owner or with respect thereto. Including the power to delegate discretionary duties to others and to pay adequate com. pensallon to any such person; to Invest other property In such business, and to Incor. porate It or change Its form. SIXTH: Compensallon: The trustee shall be compensated In accordance with Its standard schedule of charges In effect from time to lime during the period of Its services, and this com. pensatlon shall be paid from principal or Income or partly from each In the sole discretion of the Trustee. SEVENTH: Non.Asslgnment: No part of the Income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver In bankruptcy prior to actual receipt thereof, The Trustee shall pay over the net Income and the principal to the persons herein designated, as their Interests may appear, without regard to any attempted anticipation (except as specifically provided In this agree. ment), pledging or assignment under the Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against me, EIGHTH: law Governing Trust: This trust Is created and accepted In the Commonwealth of Pennsylvania and shall In all respects be governed by Its laws and shall have Its situs at Cumberland County, Pennsylvania, Executed on 1-.4- ;l 'f , 19 flt, . NOTE: Before executing this document you may want to consult with your Attorney to as. sure that your wishes are being set forth _~_/ .",,,,,,, Md '" p"p" '"."m. WIT~~ OJ? --------~a),4,,'a1 (SEAL) ~ . Settlor - ? The foregoing trust Is hereby accepted, Executed on T~ .z S , 19 ?, , Dauphin ~..;It Bank a~ Tru;.}Company By ~ 5<<' ~~ <..? (Title) Aas't. Vice President and Trust Officer COMMONWEALTH OF pENNSYLVANIA } COUNTY OF "DLU.P\U.0 On this, the ;Ji;eb. ~-lh day of FLbn..~a."i ,19810 ,before me, a notary public In and for the said Commonwealth and County, personalty appeared Flora. W, Sm ~ I~ ' known to me (or sallsfactorlly proven) to be the person whose name Is subscribed to'the foregoing Revocable living Trust and acknowledged that helshe executed the same for the purposes therein contained, WITNESS my hand and notarial seal. ~~ ~n. t.k~ Notary Public My Commission Expires: (SEAL) 1011 E. HUlIY. mArl .UIUC HAlIIIIUII. DAUPlUM COUNn IV COIMIISIOll DPlIn Mill 27, tll7 ....., '''lqlouta AlloclllJol of _101 , , SCHEDULE OF PROPERTY Referred to In the annexed Deed of Trust dated from Flora W. Smiley Compeny, Trustee February 24 I 198 6 I to Dauphin Deposit Bank and Trusl $100,000.00 Cash '"~I i . COMMOHWULTH OP PIHNSY\.YAH1A' } COUNTY OF CUMIUUHD Al " -. 'j' WII.I.AIlI! I.. Hftll.EY ANI! DAUPHIN DEPOSIT BANK AND TRUST COMPANY AND SUE HAUERY, VICE PRESIDENT AND TRUST OFFICEI ".ln9 duly SWORN acca,dln9 10 I.w, d.po,.. .ncl "Y' Ih.t T h.Y ARE EXECUTORS .1 tho Est.t. .1 FLORA W. SMILEY 1.1..1 32~ WESLEY DRIVE (Low~" AlIen Townehln) Cumb.r/.nd c.umy. "".. ".c....cI .nd th.t tho wlfhln I. In In".nlory m.d. by Dnuohln Denoelt Bnnk 8ntl Truet COmpAny I tho ..1" Executors , 01 tho entlr. .rI.t. 01 IIrd d.c.dont, eon,htln9 0' III tho p.nono' p,op.or+, .ncl ,..1 .,...., ....pt r..I .rllt. ouhld. tho C4mmonwllllh 01 P.nn'yl".nl., Ind th.t tho "gu,.. opposlh IIch 110m 01 tho In".ntory rep,...nt It'. 1.lr ....Iu. II 01 tho d... .1 cI.ucl.n", cI...h. Dauphin Deposit Bank and Trust Company, Executor, of the Eetate of Flora W, Smiley BY I //)tlLLI.'/4,' ,e 8u;r, Jr;:f . s denll'musyOfficer . ~ ~fj WIllard I.. Sm 1 Co-Execut 213 Market St., 1'.0. lIox 2961. .Y<ltM4 Sworn Ind sub,crlb.d b.,oro m., 19 9.,-- Notarlill Saal Ma Ann AndOISOfl. Notary PubliC ~arrISbU!g. DauPI"noCOU~~Y 1990 MV Commission E),PlUi5 Cl. I p..----"""",AssOdffi'JOol Not"""" t.\elTbO<, ....... 8 DI', 0' D...h D.., October M.ollI 1994 '1'.., IHS1lUc:TlOHS I. Ivt In".n'ory murt b. fIl.d withIn 'hr.. month, Ift.r Ippolntm.nt 0' p.non.I tepm.nt.fI"'. 2. A ,uppl.m.nt In".ntory must b. /Il.d withIn thl"" cI''P 01 clls.o"'ry ollddltlon,l us.ts. 3. Addltlon.1 .h..h m.y 1M .tt..h.d IS to p.non.11y or rully 4. S.. Artlcl. IV. Rdu.l.rI.. Act a' 1949. , ~ c:l " .. ... ... .. ;. 0 ...... ,.J ..,; ~ ~ w .. . . ~ .... > " ~ .... " ~ a. u ~ 0 . . w w Q ... ~ iE a: :>. ~ . a. -' u. .. . E ... oj --l u. .... i1i 0 .... ... 0 w 0 < II ~ = ~ ~ Z a: '" < 0 Q :;,; " '" z J z ffi < m ... a. ... ." ~ " - . ~ 0 .! . e ." oM - . 0 ..:l c3 it 0 CD 02.k'"'~4/-'9t!:J:lJ - {:. Inventory of tne real and personal eSlal1l of . .:... ...... ,':~: \' 'T' ';r FLORA w. SMILEY dllcllased " ., ... .. ~ " '1.. t. . ~I ',' '1''''.''_ ....... a ...... ..' . ;.:.. . . . ..... (SEE ATTACHED SCHEDULES) I 307 67 .90 '0,'1 ,..... l", .. t." ~n.: o. ':.J ~: t' " "I UW <lla;: Cl: ,..... I ~. ~ , " .E 11) 1- 08 1~ ~' l . ". I"'"":" ., :.':.: . -' .....,. '. . -:, ~ ~ H 1- . I, . INVENTORY Estste of: Date of Death: County: Flora II. Smiley October 8, 1994 Cumberhnd ....................................................................... RECEIPTS OF PRINCIPAL Fiduciary Aoquisition Value Asaets Listed In Inventory (Valued as of Dete of Death) Cash: 1 Dauphin Deposit Bank and Truet Co., Trustee under Agreement with Flora II. Smiley:. . ~ Principal .......... Caeh 81,512 units Municipal Bond Fund Accrued Income 12,49 897,265.92 3,965.83 Income Cash Navigator Fund Accrued Interest 93.00 14,400.00 6.22 2 Dauphin Deposit Bank and Trust Co. . Closed Checking Account D79587437 Accrued Interest 3,178.06 3 Caeh found in room 2.86 97.84 4 Haar's Auction. Proceeds from Sale of Household Effects 9.85 6 Independence Blue Cross of Greater Philadelphia . Refund of Unused Premium 900.00 591. 03 5 Irwin Brandt . Proceeds from Sale of Coins 7 Mellon Bank - Accrued Income from Charles A. Paoli Trust 319.19 8 Ohio Casualty Insurance Co. . Refund of Unused Premium on Renters Policy UDAll 4922855 9 Pennsylvania Blue Shield - Reimbursement 10.00 157.55 .1. ~ . " Enate of: Date of Death: County: Flora II. Smiley October 8, 1994 Cumberland ..........................................................-............. 10 U.S. Treasury - Tax Refund on 1994 Form 1040 739.00 ..............-- Subtotal 921,748.84 Stocks/Listed: 11 1,728 shares American Stores Co. Accrued Dividend 44,442.00 207.36 12 592 shares Allied Signal Inc. 20,054,00 13 1,024 shares CPC Intsrnationsl Corp. Accrued Dividend 51,488.00 348.16 14 393 shares CSX Corp. 26,097.66 156,515.63 1,449.00 30,940.00 15 6,300 shares Dauphin Deposit Corp. Accrued Dividend 16 1,120 shares Ford Motor Co. 17 200 shares International Paper Co. 15,256.25 33,124.00 18 416 shares Mobil Corp. --......-.....-....- Subtotal 379,922.06 Miscellaneous: 19 1898 & 1897 Indian Head Pennies - Appraised Value 2.00 20 Household Effects . Appraissd Value 21 French Regulator lIall Clock - Appraised Value 4,205.00 1,800.00 22 Union Carbide Split Rights 1.00 .................... Subtotal 6,008.00 Total Inventory 1,307,678.90 -2- _. w.o _ ............_ . ~ . ..... -.- --~- -....- - -- .-- --+. ..-. -.-.- -.- -"'r ..- r,~-'-- .-. ... -..- --- ._.. ~.- -- -- -. -- ---_ _ __ _.. _."_ _.___ __._._ ___ i . D' 'AA'047958 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . ,11\1.11"111','41 RECEIVED FROM: FJ ACN ASSESSMENT r:'I CONTROL ... NUMBER AMOUNT DAUPHIN DEPOSIT BANK & TR CO POBOX 2961 101 &16,:599.21 HARRISBURG PA 1710:5 - 'oto HUt 'otO Hili ., ESTATE INFORMATION, !'I FILE NUMBER lit 21-1994-0901 EJ NAME OF DECEDENT IIAST) II DATE OF PA ME m POSTMAR COUNTY SSN 185-32-6897 (FIRSTI IMII DATE OF DEATH DAUPHIN DEPOSIT BK & TR CO ~ TOTAL AMOUNT PAID &II.,!'iQQ.P\ REMARKS REGISTER OF WILLS MARY C. LEWI REGISTER OF WILLS SEAL CHECK" 662205 ------ ---------------- - -- --- --- ----- ----- 0.- ------.---7,* __u_ ---:.:-I~"7 . ~:,.~ ... J ", . ' --.. .-...--- _ .--r"! "':'", , , .. . ..- .._, . , --~ ...-, -- -.-.--,.-----....,M. \. /'1- :1 '1';/' /i> REV-1547 EX AFP 112"94* CO""OHWUlIl: OF PUINSVlVANIA OEPAA'"lNl or REVENUE BUREAU"lF IHDIYIDUAl IAXES DEPl t 210601 tIAARISIUAO, PA l7ua.OfoOl . v ACN 101 NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS ANO ASSESSMENT OF TAX DATE 10-02-95 FILE NO. DATE OF DEATH 10-08'94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TNE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER GF WILLS, MAKE CtlECK PAYABLE TO "REGISTER OF WillS. AGENT" REMIT PAYMENT TOI SUE MAUERY DAUPHIN DEPOSIT BK 8 TR 213 MARKET ST HBG PA 17105 REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 AMDunt R...Ht.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ifili: is'(j'j"EX "iiiij'--iiz-:m".NOYICEUOF""iNHEiiifl\NCE"YAX"j iPPRAisEi.fENy-;.iir.rciiiiiN'cE"iilf".um".um_-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SMILEY FLORA W FILE NO. 21 94-0901 ACN 101 DATE 10-02"95 TAX RETURN WAS. I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Sch.dule Al UI 2. stocks and Bonda ISchedula 8) (2) 3, Clo..1y Hald stock/Partner.hip Int.,...t (Sch.dul. C) (S) 4. Hartg_Sl../Not.. RaedY.bla (Sch.dul. OJ (4) s. C..h/Sank D.podh/Hhc. Parlonal Property (Sch.dule E) 15) 6. Jointly Owned Prope,.ty (Schedul. FJ (6) 7, Tr.n.f.,.1 (Schedule 0) (7) 8. Tot.l Au.t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.,..l E)(pan.a./Adn. Co.ts/Hhe. E)(pan.a. (Sehadula HI (91 10. Dabt./Mortgaga Llabilitla./Lhn. (Schadula U 1101 11. Tot.l Daductlon. 12, Nat Valu. of Ta. R.turn 15. Ch.ritabla/Govarnnant.l Baqua.t. ISehadula JI ltt. Nat Value of estata Subjact to ra)( If an assessment wae issued previously, lines reflect figures that include the total of ALL ASSESSHENT OF TAX: IS. Anount of Lin. 14 at Spou..l rat. Cl51 16. A.ount of Lin. 14 tuabla at Lina.l/Cla.. A rata Cl61 17. Anount of Lin. 14 ta.abl. at Collat.r.l/CI... B r.ta e171 18, Principal ra)( Dua NOTEI TAX CREDITS: PAYMENT DATE 01-05-95 07-03-95 RECEIPT NUMBER AA022681 AA047958 DISCOUNT C.) INTEREST 1-) 8,250,00 ,DO I CHANGED ,00 379,922.06 ,00 .00 927. 756.84 ,DO ,00 IBl 1,307,678.90 90,482.69 6.534,84 1111 112l 113) 1141 97 ,017 ~3 1,210,661,37 .00 1.210,661.37 14, 15 and/or 16, 17 and 18 will returns assessed tD date. .00 x .03. ,00 X .06. 1.210,661. 37 X .15. 1181 .00 .00 181.599.21 181,599,21 AMGUNT PAID 156,750.00 16,599.21 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 181,599,21 .00 .00 .00 . IF PAID AFTER DATE INGICATED, SEE REVERSE FOR CALCULATIGN OF ADDITlaNAL INTEREST, IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREon" ICRIo VOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FGRM FOR INSTRUCTIONS.l on \ri :n c 0' .., .~., I,.il C;""J 1.-;; --, I J:>, -"0 1...1 "1) to:.. ',.:C " '~I RESERVATIONI E,'at.. 0' dlcld'n" dvlng on ar blfor. Olc.,b't 12, 1982 .. If .ny future Int.r..t I" thl ....t. I, tran,farred In po.....lon or .nJov..ni to el,.. I (cal1,',r.l1 blne'.cl.tl.. of thl dlcld'nt .'t,r thl Ixp.t.tlon of any ....t. for II" or 'or v..t., thl Co..onw..lth hlt.by ..pr"lly r...tv.. thl right to appral.. and ...... trant'.r Inheritance ,.... at thl Ilwful Cll.. I (co11t',r.l) t.t. on anv .uch future Int.r..t. PURPOSE Of' NOTICEI To 'ul'III thl requlr...nt. of S.ctlon 2140 of thl Inherltancl and Elt.t. 'IX Act, Act 22 of 1991. 72 P,S. S.ctlon U4G. PAV"EHTI D,tlch thl top portion of thl, Notlc. and lub,lt with your ply..ni to thl Rlgls'tr of Will. printed on the r.v.r.. .Id.. ".Haka ch.ck or .on.v ord.r pay.bI. tOI REGISTER OF MILLS, AGENT All p.v..nt. r,c'lv.d .hlll flr.t b. IPpll.d to any Int.r..t which .ay ba due with any r...lnd.r .ppll.d to th. ta.. REFUND (CR)I A r.fund of . ta. cradlt, which was not r.qu..t.d on th. Ta. A.turn, ..v b. r.qua.tad bv co.pl.tlng an "Application for R.fund of Pann.vlv.nla Inharltanc. and E.tat. Ta." (REY-151S). Application. are .vallabl. .t tha Offlc' of th. R.gl.t.r of Will., any of th. 25 R.v.nu. DI.trlct Offlc.., or by c.lllng th. .p.cl'l 2~-hour an.w.rlng ..rvlc. nulb.r. 'or 'or.. ord.rlngl In P.nn.y)vanla 1.aoO-S62-2050, out. Ida p.nn.vlvanla .nd wlthln loc.l U.rrhburg .r.. (117) 7a7.8G9~, TOO' C117J 772.2252 (H..rlng lap_Ir.d Only). OIJECTIONSI Any p.rtv In Int.r..t not ..tl.,I.d with the .ppr.I....nt, .IIow.nca or dl"IIow.nca 0' d.ductlon., or ........nt of t.. (Inc)udlng dl.count or Intlr..t' a. .hown on thl. Hotlcl .u.t obJlct within al.ty (60) d.y. of rlcllpt 0' this Notlc. bVI ".wrlttln protl.t to thl PA alp.rta.nt 0' RIVlnul, Bo.rd 0' App..I., O.pt. 281021, Harrl.burg, PA 17)21.102., OR ....l.ctlon to h.vI thl a.tt.r d.t.r.ln.d at .udlt 0' th. account of th. p.r.onal r.pr...nt.tlv., OR --app..1 to the Orphan.' Court. ADKIN ISTAATlYE CORRECTIONSI Factual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA a.p.rt..nt 0' R.V.nul, Bur.au 0' Individual TaMI', ATTNI po.t A.......nt R.vl.w Unit, D.pt. 280601, Harrl.burg, PA 17128.0601 Phon. (717) 7a7-6505. s.. pag. 5 0' th. bookl.t "In.tructlon. for Inh.rltanc. Ta. A.turn for. R..ld.nt O.c.d.nt" (REV.IS0l) 'or an ..planatlon of adalnl.tratlvalv corr.etsbl. .rror.. INTfREST I I' anv t.. du. II paid within thr.. (5) CII.ndsr 'onthl .ft.r th. dae.d.nt'. daath, a flva p.rc.nt (5~1 dl.count 0' the tax p.ld I. allow.d. Int.r..t I. chlrg.d b.glnnlng with flr.t day of d.llnqu.nev, or nln. C91 aonth. and on. (II dav 'roa th. datI of d..th, to tha d.t. 0' ply..nt. Tax.. which b.ea.. d'llnqu.nt b.for. Januarv I, 1982 b.sr Int.r..t at th. rat. 0' .IM (6~) p.re.nt p.r annua caleul.t.d .t a d,llv rat. of .000164. All t.... which b.ca.. d'llnqu.nt on and I,t.r Janusrv 1, 1912 will b.ar Int.r..t It I r.t. which wIll v.rv 'roe cal.ndar v.ar to cal.nd.r v..r with thdt rat. announe.d bv th. PA aep.rt..nt of R.v.nu.. Th. applleabl. Int.r..t rat.. for 1982 through 1995 ar'l DISCOUNT 1 ~ Intl".t R.t. O,lly Int.r..t F.etor :!!!! Intlr..t Rat. aally Inhr..t Factor 1982 20~ .000548 1987 .. .00Q247 1'85 16X .ooooa 19U-1991 Il~ .000501 1984 IlX .000501 1992 .. .000241 .,a5 13X .000556 .995-199" 7X .000.'2 1'86 1O:C .000274 .995 .X .000247 ".Intsra.t I. calculat.d .. followlI INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Anv Notlc. I..u.d .,t.r the t.. b.co... d.llnqu.nt will r.'I.ct an Int.r..t c.lculatlon to fl't..n (15) d.y. b.vond th. det. of th. ........nt. If p.v..nt I. ..da a't.r th. Int.r..t co.putatlon data .hown on th. Notlc., .ddltlon.l Int.r..t .u.t b. c.lculat.d. ,. '"""'''''-''-,'+''~.'~- '.'~'.... ';" .-.- . .-.-.--- I -.... r'- , t.- ;, i-I" 1 1 '1,.:.< '/,;!-- /d e.. ~V-4a3 ~X AFP (1209*,) C~ALTH Of PENNSYLVANIa D(PUTHlNT Of' REVENUE IURfAU or .I(DIVIDUAL YAXEI DEPT. 11060.1 HARAlI"UAa, PA 17UI.D6I1 ACN 201 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE 10-02-95 o SMILEY FLORA W FILE NO.21 94-0901 DATE OF DEATH 10-08-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBltIT TNE UPPER PDRTIaN OF TNIS FDRII WITH YOUR TAK PAYNENT TO THE REDISTER OF WILLS. NAKE CHECK PAYABLE TO "REOISTER OF WILLS, ADENT". REMIT PAYHENT TOI SUE HAUERY DAUPHIN DEPOSIT OK 8 TR 213 HARKET ST HBG PA 17105 REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 I A.aunt R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .... REii=48ii-ix--AFP--iiz:;94i-----.-i-Niificif-OF--nErifRHiiiATiO-Nj-AN-n-AS-SESS-HENT--------------....-------.--- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF SMILEY FLORA W FILE NO.21 94-0901 ESTATE TAX DETERMINATION ACN 201 DATE 10-02-95 1. Credit For Stste Desth Tsx.. s. Verifi.d 45,882.33 2. P.nn.y1vsni. Inh.ritsnce Tsx A..e...d (Excluding Di.count snd/or Int.re.t) 173,349.21 3. Inh.ritsnc. Tsx A......d by Other stst.. or Territori.. of the Unit.d stst.. (Excluding Di.eount snd/or Int.re.t) .00 4. Tots1 Inh.ritsne. Tsx A......d 173 ,349.21 5. Pe~n.ylvsnis E.tst. Tsx Du. .00 TAX CREDITS I PAVMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUHBER AHOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE ,00 INTEREST .00 TOTAL DUE .00 _IF PAID AFTER THI~ DATE, SEE REVERSE SIDE !IF TOTAL DUE IS LESS THAN n, NO PAYNE NT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. ~EE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) "'f'1,';f'L. (')0 (C " :l' ,r. , '11 .. ! ;, ~ . r;.l -, I t>o PURPOSEDF HOllCE I ~ :J ,,' U ~.1 To fulfill the r.qulr..ent. of S.ctlan 1145 (b) of the Inherltanc. ~ E.t.t. '.x Act, Act 'Zl of 1"l~J (71 P.I. S.ctlan 1145). , PAYttENTI DetKh the top portion of thl. Notlc. end .uNlt with your p.v.....t to the A....t.r of NUll printed on the r.v.rI. "de. n HM. check or ItOMV ord.r p.vllble tal REGISTER OF MILLS, ADENT. All p.~t. r.c.lved .h.11 b. applied 'Ir.t to anv Int.r..t which "V ba dua with any ra.alnd.r appll.d to the ta.. REFUND (CA)I A r.fund of a t.M cr.dlt ..v b. raque.t.d bv coeplatlng an "Application for R.fund of penn,vlvanl. Inharltanca and E.t.t. T.." (REV-I)l)). Application. ar. avallabl. .t the Office of the R.al.t.r of Will., anv of the I) R.venu. DI.trlct Off Ie.. or 'roe the Dapart.ent'. Z4-hour enlwerlng ..rvlc. nuab.r. for 'or.. ordarlngl In P~.vlv8ftl. 1-100-)6Z-1050, out.ld. P~.vlvanl. and within loc.l Harrl.burg ar.. (717) 717-1094, TOOl (717) 771-ltsl (H..rlng Iap.lr.d Only). OIJECTlONS. Any p.rtv ln Int.r..t not ..t1.fled with the .......ant of t.. .. .hown on thl. notlc. "V objact wlthln .I.ty (60) d.V' of rac.lpt a' thl. Hotlc. bYI --written prote.t to the PA Depert.ent of Revenue, lo.rd of Appa.l., D.pt. 211021, Harrl.burg, PA 17121-1011, OR --.l.ctlng to have the ..tt.r d.tar.ln.d .t audlt of the p.r.onal rapr"entatlv., OR "-appaal to the Orphan.' Caurt, ADHIN- IS1RATlVE CORRECTIDHSI Factual .rror. dl.cov.r.d on thl. .,.....ant .hould bl .ddr....d ln wrltlna tal PA D.p.rtaant of Aavenue, Bur'au of Individual T.~.., AT1NI po.t AI.....ant Review unit, D.pt. 210601, Harrl.burg, PA 17121-0601, Phone (711) 717-6505. S.a pagl ) of thl booklet "In.tructlon. for Inhlrltancl Ta. Rlturn 'or I R..ld.nt D.cadent" CREV"1501) for an ..plen.tlon of .dalnl.tr.tlv.ly carr.ctabl. error.. INTEREST I . For d.t.. of de.th an or .ftar 10-)-91, P.nn.vlvanl. E.tate T.. balad an the Fadar.l E.t.t. Ta. r.turn bacaaa. delinquent .t the axplr.tlon of nine (09) .onth. 'roe tha data a' d..th, For d.t.. of daath prior to 10-)-91, Pann,vlvanl. E.t,ta T.x ba.ad an tha Fadaral E.tata Ta. raturn b.cale. dallnquent .t thl a.plr.tlon 0' alghtean (II) .unth. fro. thl d.t. of d..th. T..a. which bac..a d.llnquent ba'ara Janu.ry I, 19.2 baar Int.r..t at thl r.ta of .1. (6X) p.rcant par annua calculatad at . d.lly rat. 0' .000164. All ta... which b.ea.. d.llnquant on or .'te~ Januarv I, 1912 will blar Int.r..t .t . rat. whlch will vary 'ra. cal.nd.,. v.ar to c.lend.r y..r with that rat. ~ounc.d by the PA Dap.rtaant of Revenu', lhe .ppllcabl' Int.r..t r.t.. for 1912 through 1995 .r" ~ Intar..t R.t. a.lly Int.re.t Factor ~ Intlr..t R.te Dally Inter..t Facto" 1912 ..X .GD0548 19a7 OX .000Z47 1,1) lOX .GDII411 19&1-1991 IIX .000101 1914 IIX .GDnOI 1992 OX ,0110247 1915 UX .00nS6 1995-1994 7X ,Oaal9Z 1916 lOX ,000274 I'" 'X , GD0247 ~..rnter..t I. c.lcul.ted a. 'allowlI IIITEREST . BALANCE OF TAll UNPAID X NUnBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Hotlcl 1.lued .,tar the tax baeo... dallnquent will r.flaat an Int.ra.t c.lculatlon to flft.an (15) day. beYond the d.t. of the ......eent. If p.v-.nt I. lid. a,t.r the Int.r..t ca.put.tlon dati ~ on thl Notlcl, addltlon.l Intara.t au.t b. Cllculat.d. /~/ "J '__/ ,J .)' -'. .... r., I '. '-" ,/. REV-73~ EX AFP (12-95* COHHOHWEAlTH OF PENNSYLVANIA DlP"'T~H' Of' REVENUE IURtAU OF INDIVIDUAL fAMEI DEPT. "UDI twtIflllURG. Pi 1712'-OUI ACN 202 NOTICE OF DETERHINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER OAT! 01-02-96 SHILEY FLORA W FILE NO. 21 94-0901 OAT! OF DEATH 10-08-94 COUNTY CUMBERLAND HOTEl TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYNENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AGENT". REHIT PAYHENT TOI SUE HAUERY DAUPHIN DEPOSIT BK & TR 213 MARKET ST HBG PA 17105 REGISTER OF WILLS CUMBERLAND CO CDURT CARLISLE. PA 17013 I HOUSE boun\ R_lttod CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .... RifV:73ii-ix--AFP--ii2~-95j-----.-.-Niificif-oF--oETE-RHiiiAfibii-Aiio-AiiiESiiHENif---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF SMILEY FLORA W FILE NO.21 94-0901 ACN 202 DAT! 01-02-96 ESTATE TAX DETERMINATION 1. Cr.dit Far Stata Daath Taxas a. Varifi.d 45,882.33 2. Pann.ylvania Inh.ritane. Tax A......d (Excluding Di.count and/or Int.r..t) 173,349.21 3. Inh.ritanc. Tax A.s....d by Oth.r Stat.s or T.rritori.s of the Unit.d Stat.s (Excluding Diseount and/or Int.r.st) ,00 5. P.nn.ylvania Estate Tax Du. 173.349.21 ,00 4. Total Inh.ritance Tax Assess.d 6. Amount of P.nnsylvania Estat. Tax Pr.viously A...s..d Bas.d an Fed.ral E.tat. Tax R.turn ,00 7. Additional Pann.ylvania E.tat. Tax Du. ,00 TAX CREDITS I PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID · ~SRP~lecOr!~~o~Hb~ 2B~iT~D~A~EY~~~RE~fDE I IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR IHSTRUCTIONS.) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE o 00 o 0(_.,.. _Of' NOnCE I PAMNT I REFlICD (CR) I OIJECTlONSI ADMIN- ISTRATIVE CORRECTlONSI INTEREST I (; To fulfill the r.qulr.-.nt. of S.ctlon 2145 (b) of the Inhlrlt~. ~ E.t.t. 1.. Act, Act 22 of 1991. (72 P.I. aHUon 21115). D,tach the top portion of thl. Notlc. end .~.t with ,our PI~t to the R.gI.t.r of Will. printed on the r.....r.. .Ide. -- HIk. ch.ck or IOI\IV ord.r p.vabl. tal REGISTER OF HILLS, AGENT. All p.v.ent. r.c.lv.d shill b. appll.d flr.t 10 env Int.r..t which "V b. du. with an, r...lnder appll.d to the t... A r.fund of . t.. cr.dlt "V b. r.que.tld by coepl.tlng en "application far R.fund of P~.vl...enl. Inherltanc. end E.t.t, T,.- CREV-Illl). Appllc.tlon. .r. .....llebl. .t the Qfflc. of the R.gl.t.r of Will., en, of the 2J R....enue DI.trlct Offlc.. or fr~ the Dep.rteent., Z4-hour en.werlng "rYlc. nueb.r. for far.. orderlngl In Penn.vlvenl. 1-'OO-16Z-2050, out.ld. penn.vl...anl. end within loc.1 H.rrl.burg .r.. (717) 787-'094, TDDI (717J 772-2Z5Z CH..rlng 11p.lr.d Only). Anv p.rtv In Int.r..t not ..tl.fl.d with the ......-.nt of t.x .. .hown on thl. not Ie. "V obj.ct within .Ixtv (60J d.v. of r.c.lpt of thl. Notlc. bVI --written prot..t to the PA D.p.rt'.nt of R....enue, lo.rd of Appell., D.pt. Za10Z1, Herrl.burg, PA 17128-1021, OR --.I.cUng to h..... the ..tt.r d.ter.ln.d .t Mldlt of the person.1 repre.ant.Uv., DR --.pp..1 to the Orph~.. Caurt Factu.1 .rror. dl.co....r.d on thl. .......ant ~Id b. Iddr...1d In vrltlng tOI PA DIp.rt'ent of R....enue, lur..u of Indl...ldu.1 T...., ATTHI po.t A.....-.ot R....I.w unit, Dlpt. 280601, H.rrl.burg, PA 1712'-0601, Phon. C717J 767-6505. S.. p.g. J of the bookl.t "In.tructlon. far Inh.rltanc. T.x R.turn for. R..ldent O.c.d.nt" (REV-ISOIJ for en ..plan.tlon of ~Inl.tr.tl....ly correctabl. .rror.. Addltlon.l penn,vI...anl. E.t.t. T.. .......d " e r..ult 0' . cheng. on thl F.d.r.l E.t.t, T.. olo.lng I.tt.r b,cDII. d.llnqu.nt .t thl ..plrltlon a' one Cl) .unlh fr~ the date the final notlc. of the Incr..~ In F.d.r.l E.t.tl Tlx II r.c.I....d. T.... which bee... d.1lnquent b.for, Janu.ry 1, 1982 b..r Int.r..t .t the r.t. 0' .1. (6XJ p.rcent p.r annul c.lcul.ted .t . d.lh ret. of .000164. All tlu. which bee... delinquent on or .ft.r Januery I, 1.82 will belt Int.r..t .t . r.t. which viii ....rv fro. c.lender v..r to e,lendlr w-ar vlth thet r.t. ~Id bV thl PI Dtp.rt-.nt of R.....nu.. Th. appllclbl. Int.r..t ~.t.. for l'IZ through 1996 .r'l 'lIII: Int."..t Rllt. nAil... Int.,...t fAr.tn" 'lIII: rnt.,...t Rllt. nllll... Int."..t fAr.tn,. 1982 20:( .000541 1987 OX .aOOZ47 I9IJ IU .OOOUI I.al-I"l IU .000101 l.a4 llX .000101 I.n 'X .000247 Ins llX .000156 I99J-I994 n .000192 .... lOX .000274 1995-1996 .X .000Z47 "Inter..t I. c.lcul.tld .. fallow'l INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv NoUu I"uld .fter thl tlx beco... dllJ~t will r.flect an Int"..t c.lcul.tlon to ,lft.en ClSJ d.VI bevond thl d.t. 0' thl ......unt. If p.ynnt II .Ide .ft.r thli Int.r..t coeput.tJon d.t. mo..n on thl Notice, Iddltlon.l Int.r..t "".t ba ulculatld. _.. -. ...._ ..." .,._. ,_"0, , ...., . DETACH AND RETAIN THIS PORTION FOR YOUR RECORDS No. M - 037 308 NO NAME Smiley, Flora W" CO-EX DATE January 31, 1996 NO NO. 1304451009 02/- 9.1/- 901 REMITTANCE AMOUNT INCOME PRINCIPAL $149.00 FOR Cost to File First & Final Account " ! I , \ " .- " .~, '1'" .. , \ .. : ,f~' .' . I' .' ,"~ .. ..,..... ".,'{ ... , ' I '.... ," ' . 1- '. ..;;' io' , .......t. . , :.~' )- ,"4, 'I). ~a "r '~ 'It '\I.~: ;~ ..\ ,or .~, :'t ,..... 't. . ,4 . ..... .;, , ,.." , J ,~ f . I I' ., i, ",' . , ~ . " '.- '.," .... .....- ...... ..---' ~~..-...- ... ......'i..--~-.- --.-'- --,;-- r - 1_.--"), ",:,. , ; ~. -, ,-.-.. -..... .. , "t~__________.____. --.--..------- .------------- RECEIVED FROM: a ACN ASSESSMENT I!I CONTROL ~ NUMBER AMOUNT SAlOW ROBERT C 20 W HIGH STREET Ivl .tt,bUtJ.t:"f CARLISLE PA 17013 lQiOHflf 21-199'3-0901 saN 179-0~H5lt8a BERWICK CATHERINE E y CUMBERLAND REMARKS m TOTAL AMOUNT PAID ""'~"'~~ MARY C. LEWI{1 REGISTER OF WILLS CATHERINE E. CASSIDY SEAL CHECK" lltl, REGISTER OF WILLS ------ ---------------~---- . .' "". ." . , J f', ; . . " ~ . ---- . _.._.___._. ~__. ~-,- r--'\.:"- , .' . -- - -- -, " \. ",' .... .... '"'.' -, .~ . r--------------------~----------------------__~__~ D' .AA 022681 COMMO~WEALTH OF PENNSYLVANIA NO. . DIPARTMINT OP RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .~"u~, ~ :.iV.UIJUI4,." RECEIVED FROM, & ACN ASSESSMENT Ii' CONTROL ~ NUMBER AMOUNT DAUPHIN DEPOSIT BANK & TR CO POBOX 2961 101 IU :56, '7'156. 60 HARRISBURG PA 171015 -IOlDH'" '~OHf" ESTATE INFORMATION, r:I FILE NUMBER lilI 21-1994-0901 m NAME OF DECEDENT (LAST) ~ SMILEY FLORA W ~ DATE OF PAYMENT Iii 01/015/95 EJ POSTMARK DATE COUNTY -O..l/J. CUMBERLAND DATE OF DEATH 1010S/94 REMARKS DAUPHJN DEPOSIT BANK SSN 1815-32-6S97 (FIRSTI (Mil REGISTER OF WILLS m TOTAL AMOUNT PAID RECEIYED B~' MARY C. LEWI REGISTER OF WILLS .J156,7150.oo S SEAL CHECK" 6367315 ~------------------------------~-----------~--- i" , I ", . . ' .. ..--." .-.,.."..- , . ....,- --.'-"--':""-~-A!I I - ~., T ...,: -- .' , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, I'ENNSYLVANIA ORPHANS' COURT DIVISION No. 21.94.0901 FIRST AND FINAL ACCOUNT Dauphin Deposit Bank and Trust Company and Willard L. Smiley, Executors for ESTATE OF FLORA W. SMILEY, Deceased Date of Death: Date of Executor's Appointment: Date of First Advertisement of Letters Accounting for the Period: October 8, 1994 October 19, 1994 November 4, 1994 October 19, 1994 to January 19, 1996 Purpose of Account: Dauphin Deposit Bank and Trust Company and Willard L, Smiley, Executors offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the Estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Dauphin Daposit Bank and Trust Company 213 Market Street Harrisburg, PA 17105 (717) 255.2051 or Sunday & Sunday 39 W. Main St Mechanicsburg, PA 17055 (717) 766.9622 PRINCIPAL Page Receipts: Per Inventory Filed or Balance of Prior Accountl,307,678.90 3 This Account 482,98 3 Net Gain (or Loss) on Sales or Other Oisposition/Principal Less Disbursemants: Debts of Decedent Funeral Expenses Administration Expenses Federal/State Taxes Fees & Commissions Femily Exemption Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts: Per Prior Account Filed This Account 3,901.85 l,312,063,73 6 , 954.84 8,542.66 1,729,45 366,83B.04 80,589.48 0.00 464,654.47 847,409.26 445,402.00 402,007.26 0.00 55,556.76 Net Gain (or Loss) on Sales or Other Disposition/Income Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings 0,00 55,556.76 2,766,33 52,790.43 49,999.97 2,790,46 Combined Balance on Hand 404,797.72 .2. ----------- 4-5 6 6 6.7 7 7 8-9 10 11 12 13 14 RECEIPTS OF PRINCIPAL Description Fiduciary Acquisition Value Assets listed in the Inventory and Appraisement as filed 1,307,678.90 ....._......-1,307,678,90 Cash: 1994-10-21 Dauphin Deposit Bank and Trust Co Trustee under Agreement with Flora W. Smiley - Additional Income Cash as of Date of Death 0.20 1995"01-24 United Methodist Home for the Aging, Inc - Refund 420.00 1995.08-02 Mutual of Omaha Insurance Co . Refund of Premium 62.78 482.98 "Total Receipts of Principal 1,308,161.88 --------- -3. ,..UL_"'";''''';''''A','~~'''''' GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS/PRINCIPAL Gain Lou 1994.11.07 1,728 shares American Storss Co, New Net Proceeds 46,265.65 Fid. Acq. Value 44,442.00 1,823.65 0,00 1994-11.07 592 shares Allied Signsl Inc Net Proceeds 20,408.51 Fid, Acq. Value 20,054.00 354,51 0,00 1994.11.07 1,024 shares CPC International Corp Net Proceeds 54,551,77 Fid. Acq. Value 51,488.00 3,063.77 0,00 1994-11-07 393 shares CSK Corp, Net Proceeds 28,786,28 Fid. Acq. Value 26,097.66 2,688.62 0.00 1994-11.07 6,300 shares Dauphin Deposit Corp. Net Proceeds 148,050.00 Fid. Acq. Value 156,515,63 0.00 8,465.63 1994-11.07 1,l20 shares Ford Motor Co. Net Proceeds 32,926.89 Fid. Acq. Value 30,940,00 1,986.89 0.00 1994-11-07 200 shares International Paper Co Net Proceeds 14,899,50 Fid. Aeq. Value 15,256.25 0.00 356.75 .4. ..,;..--.,-_.... T'.";...;,...,.".,~:.,,.~_....,., .. : .'.~... '~"'"""c"_''''''':'#Y;:-:':::;''''''''''''''''~:!';;~''''''.'''':'4''''''',__,,,,,, 1994.11.07 416 shares Mobil Corp Net procoeds FLd. Acq, Valuo 35,930.79 33,124.00 2,806.79 0.00 Total Gains and Lassos/Principal Loss Loss 12,724.23 8,822.38 8,822.38 Not Gain 3,901.85 -- .,'i .5- A,.,'., DISBURSEMENTS OF PRINCIPAL Debts of Decsdent: 1994.10.28 Alert Pharmacy at Bethany Village . Bslance Due 40.50 1994.11.08 United Methodist Home for the Aging, Inc . Convalescent Ilome Expense 4,522.00 1994.11.23 Bell Atlantic.PA . Telephone Expense 6.59 1994.12.06 United Methodist Home for the Aging, Inc . Convalescent Ilome Expense 2,294.00 1995.02.01 Iloly Spirit llospita1 . Hospital Care Expense 91. 75 6,954.84 Funeral Expenses: 1994.10.25 Parthemore Funeral Ilome Inc . Funeral Expense 7,497.66 1995.06.01 Gingrich Memorials, Inc. Merker 1,045.00 8,542.66 Administration Expenses: 1994.10.25 Cumberland Law Journal - Cost of Advertising and Proof of Publication 40.00 1994.10.27 Cumberland County Register of Wills . Probate Fee 596.00 1994.10.27 Cumberland County Register of Wills . 5 Short Certificates 15.00 1994.11-02 Irwin R. Brandt. Appraisal of Coins 30.00 1994-11.07 Hobbie Auctioneers . Appraisal of Household Effects 150.00 1994.11.14 Patriot News Compeny . Cost of Advertising and Proof of Publication 142.10 1994.12.06 AT&T. Telephone Expense .6- 35,48 " 1994.12.16 Vital Records. Two Death Certlficates 6.00 1995.01.19 Haar's Auction from the Sale of Effec ts Commisslon Household 2.45 1995.03.10 George Haar . De1lvered Household Effects to Sell at Auction 605,00 1995.04.05 PA Department of Revenue 1994 Personal Income Tax 69.00 1995.06.27 Cumberland County Reglster of Wills . Cost of Flling Inventory and PA Inherltance Tax Return 31.00 1995.09.06 Dauphin Deposlt Bank and Trust Co. . Reimbursement for Postage on Federal Estate Form 706 7.42 ......----..- 1,729.45 Federal and State Taxes: 1995.01-03 Cumberland County Register of Wl11s . PA Inherltance Tax Payment $165,000 Less 5\ Dlscount $8,250 156,750.00 1995.06-27 Cumberland County Reglster of Wl11s . PA Inheritance Tax Balance 16,599,21 1995.07.05 Internal Revenue Servlce Federal Estate Tax 193,488,83 .._.......... 366,838.04 Fees and Commlsslons: 1995.12.22 Dauphln Deposlt Bank and Trust Co. . Executor's Fee 46,051.13 Reserves: Sunday & Sunday. Attornsy's Fee 34,538.35 80,589,48 .............-... Total Disbursements of Prlncipa1 464,654.47 ------- -7. DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 1995.03-10 Elizabeth L, Gallaher - Household Effects Advanced Distribution 175.00 1995.03-10 Katrina L, Atkinson now by marriage Katrina L, Friend Household Effects Advanced Distribution 40,00 1995-03-10 Krista L. Atkinson now by marriage Krista L, Atkinson Jones - Household Effects Advanced Distribution 200,00 1995-03-10 Kathleen L. Loveless. Household Effects Advanced Dis tribution 390.00 1995-03-10 Lois J, Hoover. Household Effects Advsnced Distribution 185.00 1995-03-10 Lois J, Hoover - 2 Indian Head Pennies Advanced Distribution 2,00 1995-03-10 Wilma A. Epler - Household Effects Advanced Distribution 350.00 1995.03-10 Willsrd L. Smiley. Household Effects Advanced Distribution 2,260.00 1995.06-13 Willard L. Smiley' French Regulator Wallclock - Bequest as per Item 2 of the Will 1,800.00 1995-07-07 Willard L. Smiley - Advanced Distribution 110,000.00 1995.07-11 Krista L, Atkinson now by marriage Krista L. Atkinson Jones - Advanced Distribution 30,555,55 1995.07-11 George C, Atkinson, Jr. - Advanced Distribution 30,555.55 1995-07-11 Michael J, Epler. Advanced Distribution 30,555.55 1995.07-11 Kathryn S. Epler now by marriage Katherine Epler Sharpless . Advanced Dis tribution 30,555.55 1995.07-11 Wilma A. Epler - Advanced Distribution 4B,888.90 -8- ~, ;-,',,;.L,. ;Cd, ,:,.:.:"'.;....:.;,,;,;y~.~.., . t ;- ~ l iI' 1995.07.14 Elizabeth L. Gallaher Advenced Distribution 48,888,90 1995.07.14 Katrina L. Atkinson now by msrriage Katrina L, Friend . Advanced Distribution 30,555,55 ,c 1995.07.14 Lois J. Hoover. Advanced Distribution 48,888.90 1995.07.19 Kathleen L, Loveless. Advanced Distribution 30,555.55 ............. 445,402,00 Total Distribution of Principal 445,402,00 ------ 1:' '. , :4..-.".__.";,,~,~.~h:~~l{"..-h>~+.....-.r..... ... ;; " ;f ~ I PRINCIPAL BALANCE ON llANO Current Value 01/19/96 Fiduciary Acquisition Vnlue Cash: ........ ............. Capital Resarve Account 402,007,26 402,007.26 ............ ............ 402,007,26 402,007.26 ----- --... - ." " ", -10. RECEIPTS OF INCOME , r I I i U,'",,' ... .:...,..i"'..l;".. Dividends: 1994.12.01 Ford Motor Co. 291.20 291.20 Interest: 1994.11.01 Capital Rasarva Account 10.83 17,90 2.14 1994.11.04 Navigator Fund 1994.11.21 Dauphin Deposit 8ank and Trust Co. . Checking Account Interest 1994.12.01 Capital Reserve Account 1994.12.06 Dauphin Deposit Bank and Trust Co. Trustee under Agreement with Flora W, Smiley. Income Interest 3,804.54 212.44 1995-10-02 Capital Reserve Account 5,219.90 5,239.73 4,675.37 5,370.10 4,914.45 5,793,05 5,265.09 3,484.39 2,358.71 2,197.04 1995.01.03 Capital Reserve Account 1995-02-01 Capital Reserve Account 1995.03.01 Capital Reserve Account 1995.04.03 Capital Reserve Account 1995.05.01 Capital Reserve Account 1995-06.01 Capital Raserve Account 1995-07-03 Capital Reserve Account 1995.08.01 Capital Reserve Account 1995.09.01 Capital Reserve Account 1996.01.02 Capital Reserve Account 2,422.53 2,275.58 2,001.77 1995-11.01 Capital Reserve Account 1995-12-01 Capital Reserve Account ............. 55,265.56 Total Receipts of Income 55,556,76 --------- .11. DISBURSEMENTS OF INCOME 1994.tl.16 Dauphin Daposit Bank and Truat 0.54 Co. . Conunission 1994.12.15 Dsuphin Daposit Bank and Trust 204.89 Co, . Conuniss ion 1995.01.17 Dauphin Deposit Bank and Trust 261.00 Co. . Conuniss ion 1995.02.15 Dauphin Deposit Bank and Trust 261.99 Co. . Conuniss ion 1995.03.15 Dauphin Deposit Bank and Trust 233.77 Co. . Commiss ion 1995.04.17 Dauphin Deposit Bank and Trust 268.51 Co. . Conunission 1995.05.16 Dauphin Deposit Bank and Trust 245.72 Co. . Conunission 1995.06.16 Dauphin Deposit Bank and Trust 289.65 Co. . Conuniss ion 1995.07.17 Dauphin Deposit Bank and Trust 263.25 Co. . Conuniss ion 1995.08.16 Dauphin Deposit Bsnk and Trust 174.22 Co. . Conuniss ion 1995.09.15 Dauphin Deposit Bank and Trust tl7.94 Co. . Conunission 1995.10-17 Dauphin Deposit Bank and Trust 109.85 Co. . Conuniss ion 1995.11.15 Dauphin Deposit Bank and Trust 121.13 Co. . Conunission 1995.12.15 Dauphin Deposit Bank and Trust tl3.78 Co. . Conuniss ion 1996-01.17 Dauphin Deposit Bank and Trust 100.09 Co. . Conuniss ion ........................... 2,766.33 ............---......- Total Disbursements of Income 2,766.33 ----------- .12. . \ _.-t~.__,_._.,~_ '-"_ . ." I ! I DISTRIBUTIONS OF INCOME TO BENEFICIARIES 1995.12.01 Elizabeth L. Gallaher . 1/3 of 1/3 Income Distribution 5,555.55 1995.12.01 George C. Atkinson, Jr, 1/6 of 5/12 Income Distribution 3,472.22 1995.12.01 Michael J, Epler. 1/6 of 5/12 Income Distribution 3,472.22 1995.12.01 Kathryn S. Epler now by marriage Katherine Epler Sharpless . 1/6 of 5/12 Income Distribution 3,472.22 1995.12.01 Krista L. Atkinson now by marriage Krista L. Atkinson Jones . 1/6 of 5/12 Income Distribution 3,472.22 1995.12.01 Katrina L. Atkinson now by marriage Katrina L, Friend 1/6 of 5/12 Income Distribution 3,472.22 1995.12.01 Kathleen L. Loveless . 1/6 of 5/12 Income Diatribution 3,472.22 1995.12.01 Lois J. Hoover. 1/3 of 1/3 Income Distribution 5,555.55 1995.12.01 Wilma A. Epler. 1/3 of 1/3 Income Distribution 5,555.55 1995.12.01 Willard L, Smiley - 1/4 Income Distribution 12,500,OO 49,999.97 ................. Total Distributions of Income 49,999.97 ------- .13. ...' .". ,"~ INCOME BALANCE ON llANO Cash: Current Fiduciary Value Acquis i cicn 01/19/96 Value ....... . ............. 2,790,46 2,790.46 ............ ............ 2,790,46 2,79D,46 -- ---- - , - Capital Reeerva Account -14- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value 01/19/96 Principal: Balance First & Plus: for Distribution as per Final Accounting Advanced Distributions Household Effects & Coins Distributed in Kind For Distribution 845,609.26 ------------ ------------ 845,609,26 402,007,26 440,000.00 3,602.00 Balance Income: Balance First & Plus: for Distribution as per Final Accounting Advanced Distributions 2,790.46 49,999.97 Flduciary Acquisltion Value 402,007.26 440,000.00 3,602.00 2,790,46 49,999,97 Balance For Distribution 52,790.43 ........................ ......................... 52,790,43 ------------ ------------ To: Willard L. Smiley - 1/4 share of Residue Principal: Cash Less Advanced Distributions Less Advanced Distributions of Household Effects & Coins in Kind 211,402.32 (110,000.00) (2,260.00) Income: Caah Less Advanced Distributions 13,197.60 (12,500.00) 211,402.32 (110,000.00) (2,260.00) 13,197.60 (12,500.00) ........----..--.. ........................ 99,839.92 99,839.92 ---------- To: Wilma A. Epler. 1/3 of 1/3 share of Res iduo Principal: ......... . cash Less Advanced Distributions Less Advanced Distributions of Household Effects & Coins in Kind Incomo: Cash Less Advanced Distributions To: Lois J. Hoover. 1/3 of 1/3 share of Res idue Principal: Cash Less Advanced Distributions Less Advanced Distributions of Household Effects & Coins in Kind Income: Cash Less Advanced Distributions To: Elizabeth L. Gallaher . 1/3 of 1/3 share of Residue Principal: Cash Less Advanced Distributions Less Advanced Distributions of Household Effects & Coins in Kind Income: Cash Less Advanced Distributions .16. 93,956,59 (48,888.90) (350.00) 5,865.60 (5,555,55) I' 93,956.59 (48,888.90) (350.00) 5,865,60 (5,555.55) 45,027.74 ............ ...----..... 45,027.74 ------------ ------------ 93,956.59 (48,888.90) (187.00) 5,865.60 (5,555.55) 93,956.59 (48,888,90) (187.00) 5,865.60 (5,555.55) 45,190.74 ----....--.- --.......... 45,190.74 ------------ ------------ 93,956.59 (48,888.90) (175.00) 5,865.60 (5,555.55) 93,956.59 (48,888.90) (175.00) 5,865,60 (5,555.55) 45,202,74 ............ ------.....- 45,202,74 ------------ ------------ .....--.~::.~ , , , To: Michael J, Epler. 1/6 of 5/12 share of Residue Principal: Cash Less Advanced Dietributions Income: Cash Less Advanced Distributions To: Kathleen L. Loveless . 1/6 of 5/12 share of Residue Principal: Cash Less Advanced Distributions Less Advanead Distributions of Household Effects & Coins in Kind Income: Cash Less Advanced Distributions To: Krista L. Atkinson now by marriage Krista L, Atkinson Jones . 1/6 of 5/12 share of Residue Principal: Cash Less Advanced Distributions Less Advanced Distributions of Household Effects & Coins in Kind Income: Cash Less Advanced Distributions .17- 58,722.87 (30,555,55) 3,666,00 (3,472.22) 28,36l,lO 58,722,87 (30,555,55) 3,666.00 (3,472,22) ------------ ------------ 28,361,10 58,722.86 (30,555.55) (390.00) 3,666.00 (3,472.22) 27,971.09 ---------- -~ 58,722.86 (30,555.55) (200.00) 3,666.00 (3,472.22) 28 .161. 09 58,722.86 (30,555.55) (390.00) 3,666.00 (3,472,22) 27,971.09 58,722.86 (30,555.55) (200.00) 3,666.00 (3,472.22) ------------ ------------ 28,161,09 To: Kathryn S. Epler now by marriage Katherine Epler Sharpless . 1/6 of 5/12 share of Residue Principal: ........... Cash Less Advanced Distributions Income: Cash Lesa Advanced Distributions To: George C. Atkinson, Jr. . 1/6 of 5/12 share of Residue Principal: .................. .. Caah Less Advanced Distributions Income: Cash Less Advanced Distributions To: Katrina L, Atkinson now by marriage Katrina L. Friend . 1/6 of 5/12 share of Residue Principal: ................... .. Cash Less Advanced Distributions Less Advanced Distributions of Household Effects & Coins in Kind Income: Cash Less Advanced Distributions .18. 58,722.86 (30,555.55) 3,666.01 (3,472.22) ~_... ",. 58,722.86 (30,555.55) 3,666.01 (3,472.22) 28,361.10 .............. .............-... 28,361.10 ------------ ------------ 58,722.86 (30,555,55) 3,666.01 (3,472.22) 58,722.86 (30,555.55) 3,666.01 (3,472.22) 28,361.10 .......................... ......................... 28,361.10 ------------ ------------ 58,722.86 (30,555.55) (40.00) 58,722.86 (30,555.55) (40.00) 3,666.01 3,666.01 (3,472.22) (3,472,22) ...................... .. ................. i 28,321,l0 28,321.10 I I --------- ------------ r . 404,797.72 404,797.72 ------------ ------------ .,.c' AFFIDAVIT Dauphin Deposit Bank and Trust Company and Willard L. Smiley Executors under the Last Will and Testament of FLORA W. SHILEY, deceased, hereby declares under oath that they have fully and faithfully discharged the duties of thoir offico; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estato have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. 104/a(,f( Subscribed and sworn to by Dauphin Deposit, ~k and ~rus ompany Co. Executor ,..>gu.e I??a~ Vice President Dnd Trust Officer <l-(t,' b.f.'~.:':~. '.Y do, 199.f.. (/ ~/. Notary Pu-l1c Nota~al Seal Joanne M, crouthamell Notary Public Harrisburg, Oauph n County My Commission Explr.s June 14. 1999 .19- 1"""\ r\ ,. LAST WILL AND TESTAMENT I. FLORA W. SHILEY, single womsn, of the Township of Lower Allen, County of Cumberland and State of Pennsylvanle, being of sound mind, memory and understanding, do make, publish snd declsre this to be my Last Will and Testament, hereby revoking and making void all former wills, codicils snd other testamentary dispositions by me at any time heretofore made. 1, I direct my executors,herelnafter named, to pay as loon as practicable after my decease all my just debts snd the expenses of my last illness and burial. 2, I give and bequeath my French Regulator Clock unto my brother, Willard L, Smiley. Should my said brother, Willsrd L, Smiley, pre- decease me, then and in that event, I give and bequeath the said clock unto his daughter, Elizabeth L. Gallaher. 3, I give and bequeath those articles of my household furniture and furnishings and those articles of my personal effects as set forth in a separate memorandum which I shall place with my Will or deposit with my attorney, to the persons therein designsted. Said articles shall be identified by the name of the legatee written theraon, or as set forth on a slip of paper attached thereto, 4, Those articles of my household furniture and furnishings and those articles of my personal effects not specifically bequeathed under Items 2 and 3 hsreof may be sold by my co-executor, Dauphin Deposit Bank and Trust Company, to the legateas and dlstributees, including my brother, named in this my Will at the appraised value thareof. Such property shall be sold at the appraised value thereof first to my brother, tben to my nieces according to age, and lastly to my grandnieces and grandnephews according to age, I ! I ............" r-. ,-.... ,. '. S. I give and bequeath all the reat, residue and remaindar of my estate as fallows. (A) I give and bsqueath ons-fourth (1/4) of said rssidue unto my brother, Willard L. Smiley, (B) I give and bsqueath ons-third (1/3) of said residue unto my niecss, Wilma A.Epler, Lois J, Hoover and Elizabeth L. Gallahsr, in equal sharss, (C) I give and bequeath the remaining five-twelfth (5/12) of said rasidue unto my grandnieces snd grandnephews, Katrina L. Atkinson, Kathleen L. Loveless, Krista L, Atkinson, Kathryn S, Epler, George C. Atkinson, Jr" and Hiehael J, Epler, in equal sharss, Should my brother predecease me, then and in that event, I give and bequeath the share of my residuary estate to which he would have been entitled had he survived me unto my three nieces, Lois J. Hoover, Wilma A. Epler and Elizabeth L, Gallaher, equally, share and share alike, Should my niece, Lois J, Hoover, predecease me, then and in that event, 1 give and bequeath the share of my residuary estate to which she would have been entitled had she survived me, unto her husband, Richard D. Hoover, and my two nieces, Wilma A, Epler and Elizabeth L. Gallaher, equally, share and share alike. Should Richard D, Hoover, Wilma A. Epler or Elizabeth L, Gallaher"likewise predecease me, then and in that event, the share of my estate to which such person would have been entitled under this paragraph had he or she survived me, shall lapse and shall pass to the survivor or survivors of them. 6. 1 appoint Dauphin Deposit Bank and Trust Company and my brother, Willard L. Smiley, executors of this my Last Will, Should my brother, Willard L, Smiley, fail' to qualify or cease to act as executor, I ap- point my niece, Wilma A. Epler, 4S co.executor. -2- ~ r"\ , . 7. , 'H I direct thet my executors end their succeesors shsll not be required to give bond for the feithful performenee of their duties in eny jurisdiction. IN WITNESS WHEREOF, I, FLORA W. SHILEY, the Testetrix, have bereunt~t my hend end seel to thia I --- dey 9f August, 1986, this my Lest Will end Testament ~ '-t~ '-ctJ. ~ (SEAL) Signed, sealed, published end deelered by the within named Flora W. Smiley aa end for her Laat Will and Teatament in the presenee of us, who, at her requeat, in hsr presenee and in the presence of each other, have hereunto subscribed our nemss aa witneaaea thereto. ,'.t:..cLll- .l,. j1 J - .$.;'r";~.., 0<"'.4:7, -3- JI!III~ . !..i'l ~ ,~ r ::itH.! . . :: ;Jl1J,1 I.' 1, : ;Uj!di ii,' i ..t I I; -I' ; 15 i; . Ii I 1!iO. ]i.!.l:l,! , '_ . s CJ S ,t' ! , , ~ ~~i ~.1 . . '" u ~~ c::~~~ \_ ~ 8~ 9 < ~]~ ~] ~ :> ;:. ~ .l'l;.,~ .. ~ ~ ~~~~ ~ ~ ~~i ~ q~ H '" 1ilit'" ~2: ~8 ~ ~ . ~ g.8..i ~ ~ ~ B !il H r:l '" ~ -L'-l? ; e t ~ E ~~ r:l II" , 1J'lOO )Sf B41 ~B '4I/MBIB4 UOllnQlllB,p '0 BIn 'PB401 pelodOld 41/M BOUlploooe UI PBBIOBp uOllnQ/lIIIP PUI ~IBlnloIQ' PBlWIluo:llunooO'f ?bb( . S 'VOW I :.. J " 1115 JI 'III If' , ~', I ~. ,f I ~ fflU'. J Ii. IJI I f)" flil, ! , fll:Jatii: . -15~15 11515< j , . , I I .. '" ~ . }I ~O 1 , . r.' . . - ,.- - h ' r:r--" -..--- , D DaU~~~Bank i. r '~ NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland , PENNSYLVANIA In re Estate of Flora W. Smiley , deceased, Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as followSI 1/11 of residue (if additional space is needed, use back of page) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive nr of decedent Mechanicsburg, PA 17055 Date of death 10/8/94 Place of death Be thany Village County of grant of o~iginal letters Cumberland Decedent died x A copy of the will testate intestate. x is is not attached. Name(s), addressees) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. Box 2961 Harrisburg, PA 17105 812 Hummel Avenue Lemovne. PA 17043 Telephone (717) 255-2051 Willard L. Smiley (717) 763-8734 ~, Name(s), address(es) and telephone number(s) of all counsel Name Sunday & Sunday Address 39 W. Main' Street Poet Office Box 2421 Mec:!hanic:!9burllo PA 17055 Telephone (71 n 766-9622 Ad~itional information may be Date 10-26-94 obtaine~ from the undersigned. Dauphin Deposit Bank and Trust Compsny Signature BY: dL~~ /) ?nLLl_v, Asst. Vice Pres/Trull~ Officer NlIIlIe Dauphin Denosit Bank and Trust Company Address Post Office Box 2961 HarrisburR. PA 171D5 Telephone ( 717) 255-2051 CapacitYI x Personal Representative Counsel for personal representative cc: Willard Smiley William Sunday tc-.:'" · 'c NOTIC! OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY Of' Cumberland , PENNSYLVANIA In re Estate of Flora W. Smiley , deceased, No TO. of F.li~nh"th r.nl1nh~r (beneficiary) ( address ) A04 Cecil Street ChpnRnpnkp Citva Mn 21915 Please take noticQ of the death of decedent and the grant of letters to the personal representative(s) named beldw. You may have a beneficial interest in the estate as followsl 1/3 of 1/3 of the residue (if additional space is needed, use back of page) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death 10/8/94 Place of death Bethany Village County of grant of o~igina1 letters Cumberland Decedent died x testate intestate. A copy of the will is not attached. I I I i I x is - - Hame(s), address(es) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Willard L. Smiley Address P.O. Box 2961 Harrisburg, PA 17105 812 Hummel Avenue I.emovne. PA 17043 (717) 763-8734 Telephone (717) 255-2051 . '-"4 Name(s), address(es) and telephone number(s) of all counsel Name Sunday & Sunday Address 39 W. Main'Straet Post Office Box 2421 Mechani~8bura. PA 17055 Telephone (17) 766-9622 Ad~itional information may be obtained from the undersigned, Dauphin Deposit Bank and Trust Company Signature BY: .1" I n I", , .' /}, , Asst. Vice Pree/Tru4f Officer Name Dauohin Deoodt Bank and Truat Como any Date 10~6-94 Address Poat Office BOK 2961 HarrisburR. PA 17105 Telephone (717) 255-2051 Capacity: x Personal Representative Counsel for personal representative CCI Willard Smiley William Sunday , . , NOTIC! OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY Of' Cumberland , PENNSYLVANIA In ce Estate of , deceased, Flora W. Smiley No TOI of Lo ie Hoove r (beneficiary) (address ) 29 Cabot Street Natick. MA 01760 please take notice of the death of decedent and the qrant of letters to the personal representativels) named below. You may have a beneficial interest in the estate as followSI 1/3 of 1/3 of the residue lif additional space is needed, use back of paqe) Name of decedent Flora W. Smiley Last known address Bethany Village. 325 Wesley Drive of decedent Mechanicsburg. PA 17055 Date of death Place of death 10/8/94 Bethany Village County of qcant of o~iqinal letters Cumberland Oecedent died X A copy of the will testate intestate. X is is not attached. Namels), addressles) and telephone numberls) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. Box 2961 Harrisburg. PA 17105 812 Hummel Avenue Lemovne. PA 17043 Telephone (717) 255-2051 Willard L. Smiley (717) 763-8734 . ,,,\ Name(s), address(es) and telephone number(s) of all counsel Name Sunday & Sunday Address 39 W. Main'Street Post Office Box 2421 MechanicBbura. PA 170~~ Telephone (71 n 766-9622 Additional information may be Date 10-26-94 obtaine~ from the undersigned. Dauphin Depos;y Bank and Trust Company Signature BY: ,-,_,' 1/1<",_,-~~vl Asst. Vice Pres/Truat Officer Name Dauohin Deoosit Bank snd Trust Como any Address Post Office BOlC 2961 HarrisburR. PA 17105 Telephone (717) 255-2051 Capacity: . x Personal Representative Counsel for persona! representative cc: Willard Smiley William Sunday , " , NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY 01' Cumberland , PENNSYLVANIA In re Estate of Flora W. Smiley , deceased, No TO. of Wilma Epler 1911 lIillside Road (beneflcLary) ( addreBII) Middletown, PA 17057 Please take notIce of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficIal interest in the estate as followsl 1/3 of 1/3 of the residue (If additional space is needed, use back of page) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death 10/8/94 Place of death Bethany Village County of grant of original letters Cumberland Decedent died X A copy of the will testate intestate. X is is not attached, - Name(s), addressees) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Willard L. Smiley Address P.O. Box 2961 Harrisburg, PA 17105 812 Hummel Avenue Lemovne. PA 17043 Telephone (717) 255-2051 (717) 763-8734 . Hame(s), address(es) and telephone number(s) of all counsel Hame Sunday & Sunday Address Telephone (17) 766-9622 39 W. Main'Street Post Offics Box 2421 MochanicAburR. PA 170~~ Additional information may be Date 10-26-94 obtaineu from the undersigned. Dauphin Depoait Bank and Truat Company Signature BY: ~fLA.A' IJ~' .:>-'-'-'-1...., Aaat. Vice pres/Truat Officer HameDauohin Deoosit Bank and Trust Como any Address Post Office Box 2961 HarrisburR. PA 17105 Telephone (717) 255-2051 Capacity: x Personal Representative Counsel for personal representative cc: Willard Smiley William Sunday , - '. NOTtC! OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY or Cumberland , PENNSYLVANIA In re E,tate of Flora W. Smiley , deceased, No TOI of Katherine S. Sharpless (beneficiary) (addreu) 4998 Linganore View Drive Monrovia, MD 21770 please take notlce of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate a, followSI 1/6 of 5/12 of the residue (if additional space i, needed, use back of page) Name of decedent Flora W. Smiley La,t known addres, Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death Place of death 10/8/94 Bethany Village County of grant of o~iginal letters Cumberland Decedent died x testate intestate. A copy of the will K is is not attached, Name(s), addressees) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. BOl< 2961 Harrisburg, PA 17105 812 Hummel Avenue Lemovne. PA 17043 (717) 763-8734 Telephone (717) 255-2051 Willard L. Smiley ,. ., "i, .. Name(s), address (es) and telephone number(s) of all counsel Name Sunday & Sunday Address Telephone (71 n 766-9622 39 W. Hain' Street Post Office Box 2421 Mechnnicebura. PA 170~~ Ad~itionai information may be Date 10~6-94 obtaine~ from the undersigned. Dauphin Deposi~Bank and Trust Company Signature BYl .." rJitii..J/l-'ft Asst. Viee Pras/TruAt ffieer Name Dauohin Deoodt Bank and Trust Comoany Address Post Office Box 2961 HarrisburR. PA 17105 Telephone (717) 255-2051 CapacitYI x Personal Representative Counsel for personal representative eel Willard Smiley William Sunday - . NOTIC! OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY Of' Cumberland , PENNSYLVANIA In re Estate of Flora W. Smiley , deceased, No TOI of Michael Eplar (beneficiary) (address) 1911 Hillaide Road Middletown, PA 17057 please take notice of the death of decedent and the qrant of letters to the personal representative(s) named below. You may have a benefIcial interest in the estate as followsl 1/6 of 5/12 of residue (if addItional space is needed, use back of paqe) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death 10/8/94 place of death Be thany Village County of qrant of o;lqlnal letters Cumberland Oecedent died x testate intestate. A copy of the will x Is is not attached, Namels), addressees) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. Box 2961 Harrisburg, PA 17105 812 Hummel Avenue Lemovne. PA 17043 Telephone (717) 255-2051 Willard L. Smiley (717) 763-8734 . . \ Name(s), address(es) and telephone number(s) of all counsel Name Sunday & Sunday Address Telephone (71 n 766-9622 39 W. Main' Street Post Office Box 2421 Hechanicsbura. PA 110~~ Date 10-26-94 obtained from the undersigned. Dauphin Deposit Bank and Trust Company Signature BY: xl....... /;)/,'-'-<-"-'t.y Asst. Vice Pres/Truat Officer Name Dauohin Deoosit Bank and Trust Company Additional information may be Address Post Office Box 2961 HarrisburR. PA 17105 Telephone (717) 255-2051 Capacity: x Personal Representative Counsel for personal representative cc: Willard Smiley William Sunday ," " NOTIC! OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY or Cumberland , PENNSYLVANIA In re Elltate of , deceased, Flora W. Smiley No TOI of Katrina L. Friend (bene Hc lacy) (address) 12613 Orange Plank Rood Locuat Grove, VA 22508 please take notice of the death of decedent and the qrant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as followsl 1/6 of 5/12 of residue (if additional space ill needed, use back of paqe) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death 10/8/94 Place of death Bethany Village County of grant of o~iqinal letters Cumbsrland Oecedent died x testate intestate. A copy of the will X is is not attached. Name(a), addressees) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. Box 2961 Harriaburg, PA 17105 812 Hummel Avenue Lemovne. PA 17043 Telephone (717) 255-2051 Willard L. Smiley (717) 763-8734 , .. . ' Name(s), address(es) and telephone number(s) of all counsel Name Sunday & Sunday Address Telephone (71 n 766-9622 39 W. Main'Street Post Office Box 2421 Me~hanic9bur~. PA 110~~ Date 10-26-94 obtaineu from the undersigned. Dauphin Deposi~ Bank and Trust Company Signature BY: >/<-<-L "?1C1~ Asst. Vice Pres/TruAt Officer Name Dauohin Denosit Bank and Trust Como any Additional information may be Address Post Office Box 2961 HarrisburR, PA 17105 Telephone (717) 255-2051 Capacity: x Personal Representative Counsel for personal representative cc: Willard Smiley William Sunday " NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY Of' Cumberland , PENNSYLVAllIA In re Estate of , deceased, Flora W. Smiley No of TOI Kathleen L. Loveless (beneficiary) (address ) 330 Moss Street CHeaspeake City, MD 21905 please take notice of the death of decedent and the qrant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as followsl 1/6 of 5/12 of residue (Lf additional space is needed, use back of paqe) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death place of death 10/8/94 Bethany Village County of qrant of o~iqinal letters Cumberland Decedent died X testate Intestate. A copy of the will X is is not attached. Name(s), addressles) and telephone numberls) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. Box 2961 Harrisburg, PA 17105 812 Hummel Avenue I.emovne. PA 17043 Telephone (717) 255-2051 Willard L. Smiley (717) 763-8734 . , Name(s), address(es) and telephone number(s) of all counsel Name Sunday & Sunday Address Telephone (717\ 766-9622 39 W. Main' Street Poet Office Box 2421 Me~hAnic8burR. PA 17055 Date 10-26-94 obtained from the undersigned. Deuphin Deposit Bank and Trust Company Signature BYI ,J..-<-.' n1.,~~ Asst. Vice Pres/Truat Officer Name DauDhin DeDosit Bank and Trust ComDany Additional information may be Address Post Office Box 2961 Harrisbur2. PA 17105 Telephone (717) 255-2051 CapacitYI x Personal Representative Counsel for personal representative cel Willard Smiley William Sunday - , NOTIC! OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY Of' Cumberland , PENNSYLVANIA In re Estate of Flora W. Smiley , deceased, No TO, of 404 Cecil Street (beneficiary) (address) Krista H. Jones Cheaspeake City, MD 21915 please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as followsl 1/6 of 5/12 of the residue (if additional space is needed, use back of page) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death 10/8/94 Place of death Bethany Village County of grant of o~iginal letters Cumberland Oecedent died X testate intestate. A copy of the will X is is not attached. Name(s), addressees) and telephone number(s) of all personal representatives appointed Willard L. Smiley Address P.O. BOK 2961 Harrisburg, PA 17105 812 Hummel Avenue !.emovne. PA 17043 Telephone (717) 255-2051 Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery (717) 763-8734 " ,. '\ Name(s), address(es) and telephone nurnber(s) of all counsel Name Sunday & Sunday Address 39 W. Main'Straet Poet Office Box 2421 Me~hani~RburR. PA 11055 Telephone 01 n 766-9622 Date 10-26-94 obtaine~ from the undersigned. Dauphin Deposit Bank and Trust Company Signature BY: ..-}" '-_ IJ ',.......~A_~ Aaat. Vice Prea/Truat Officer Name Dauohin Deoosit Bsnk and Trust Como any Ad~itionai information may be Address Post Office Box 2961 HarriBbur~. PA 17105 Telephone (717) 255-2051 Capacity: x Personal Representative Counsel for personal representative cc: Willard Smiley Willi em Sunday .~ "' NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland , PENNSYLVANIA In re Estate of Flora W. Smiley , deceased, No TOI of George Charlee Atkins (bene fie iary) (address ) t 34 St. Michaels Court Elkton ,MD 21921 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest In the estate as followSI 1/6 of 5/12 of the residue (if additional space is needed, use back of page) Name of decedent Flora W. Smiley Last known address Bethany Village, 325 Wesley Drive of decedent Mechanicsburg, PA 17055 Date of death Place of death 10/8/94 Bethany Village County of grant of o;iglnal letters Cumberland Decedent died X intestate, testate A copy of the will is not attached. X is Name(s), addressees) and telephone number(s) of all personal representatives appointed Name Dauphin Deposit Bank and Trust Co. Attn: Sue Mauery Address P.O. Box 2961 Harrisburg, PA 17105 812 Hummel Avenue I.emovne. PA 17043 Telephone (717) 255-2051 Willard L. Smiley (717) 763-8734 ~. .-' .. Name(s), address (es) and telephone number(s) of all counsel Name Sunday & Sunday Address Telephone (717) 766-9622 39 W. Main'Streat Post Office Box 2421 MechanicRbura. PA 1705~ Date 10~6-94 obtained from the undersigned. Dauphin Deposit Bank and Trust Company Signature BY: _~!. t~ /?1 ('<-<.J-(~/ Asst. Vice Pres!TruAt Officer Name Daullhin Dellosit Bank and Trust Comllany Additional info~nation may be Address Post Office Box 2961 Harrisbur~. PA 17105 Telephone (717) 255-2051 Capacity: x Personal Representative Counsel for personal representative CCI Willard Smilay William Sunday .,I ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Flora W. Smiley Date of Death: 10/8/94 Will No. 21-94-0901 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: J. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. l1ntl~hln lIepoAIt nnn.k & TruAt Company, ';)}/o/.:2/, OJ :xecutor 9of' the Estote of nora W. Date: u~., _/L' I t ey /" , r)!",c -'>. . / Signature Vice President and Trust Officer Dauphin Deposit Bank and Trust Company Name (Please type or print) Post Office Box 2961, Harrisburg, PA 17105 Address ( 717) 255-2051 Tel. No. Capacity: X Personal Representative Counsel for personal representative (KAH: rmf/ AHJ)