HomeMy WebLinkAbout94-01084
I)ETITION I;OR PROBATE and GRANT OF LETTERS
OlJ - 9'-1- /otJ-j
I~"a'" oj __Dii:RNIGE-G-.-8MFr-H-
ol.1lI kllt}Il'" a.'
No.
To:
Regisler of WIII'tfBMM~RLAND
Deceased. CounlY of In the
Soell/I S,','orll)' No, 204 - 01- 0 215 Commonwealth of Pennsylvania
The pelillun of Ihe undersigned respectfully represenls thai: .
Yuur pelilluner(s), who Is/arc 18 years of age or older an the execut r ix
IUlhe IlIsl will of Ihe IIbove decedent, daled May 21. 1 q R Fi
lIud cudldl(s) dlllcd
named
, 19_
Decendent was domiciled at death In Cumberland
II e r lasl family or principal residence al
1680 Hiqh Street. Camp Hill Borough
(11\1 street, numher and mundl"illlty)
Deceudclll thCJ1 97 ycars ofalll' died November 23 ,19 94
al llilJu HJ.gn ::itreet, camp HJ.ll, l'A .
Exccpt as follows, decedent did not marry, was nol divorced and did nol have a child born or adopled
lifter execution of Ihe will offered for probate: was not Ihe victim of a killing and was never adjudicated
Incompelent:
Deeendenl al dealh owned property wllh estimated values as follows:
(If domiciled In Pa.) All personal property $ 640,000.00
(If nOI domiciled In Pa.) Personal properlY In Pennsylvania $
(If nol domiciled in Pa.) Personal properlY In County $
Value of real eslate In Pennsylvania $ 190, 000. 00
siluated as follows:
1680 Hiqh Street. Camp Hill. PA, comm~rcj~l prnpprry
~t:h (" Paxton St'rFH~~R. "rlT..-; Rhnrg, PA
WHEREFORE, pelilianer(s) respectfully requesl(s) the probate of the last will and eodiell(s)
presented herewllh and Ihe grant of letters testamentarv
County, Pennsylvania, wllh
(SlIlIC rclevant dn:nmstanccs. e.B. renunciation, dcnlh or CXe1:utor. eIC.)
(Icstomc:nuuy: ndmlnhlrntlon c.t.a.i administration d,b.n.t.l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
COUNTY OF IV) 0 ., I (j t! /;11 h Y
The petillaner(s) above.named swear(s) or affirm(s) that the statemenls in Ihe foregoing petilion arc
Irue and carreel to Ihe best of the knowledge and belief of pelitianer(s) and Ihal as personal represen-
lallve(s) of Ihe above decedent petllloner(s) will well and truly admlnisler Ihe estate according to law.
Sworn to or affirmed and subscribed { \? 0 J.~ ~ A ~,,- ~
before this '20",-. dJlY of :::::::::: Ci~
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No. 21 - 94 - 1084
Estate of
, Deceased
BERNICE G. SMITH
,.
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 28. 19--2.1, In consideration of the pelltlon on
Ihe reverse side hereof, salls factory proof having been presented before me,
IT IS DECREED Ihallhe Instrumenl(s) dated May 21, 1986
described Ihereln be admitted to probale and med of record as Ihe last will of
Bernice G. Smith
and Letters '!'estamentary
are hereby granted 10 Reda Smith Long and Ferne Smith Hetrick
FEES
Probate, Letters, Elc. ......... S 480. DO
Short Certlfleates( 1 ~ .. . .. . .... S 30.00
Rellunciatlon ................ S
, X-pages' S 9.00
JCP 5.00
TOTAL _ S 524.QQ
flIed . p.~mIJl.~~. ~~.. .l~.~~.............
AlTORNEY (Sup. CI. 1.0. No.)
ADDRESS
PHONE
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Mailed letters and order to attorney on 12-28-94.
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PETITION .'OR PROBATE and GRANT OF LETTERS
d-/ 94- /nJ?-'I
BERNICE G. SMITH
Estate oJ
also kllowlI as
No.
To:
Regisler of Wills fQr the
Deceased. County of Cumberland in the
Social Secllril)' No.2 0 4 - 0 1- 0 215 Commonweallh of Pennsylvania
The petition of the undersigned respectfully represeuts that:
Your petltioner(s), who Is/arc 18 years of age or older an the execll' rices
In Ihe last will of Ihe above decedent, dated May ;.! 1, :1.9 B b
and eodlcll(s) daled
named
, 19_
(SIBtc rdevant cirCllmsumccs. e.g. renunciation. death of C'xecutor, CIC.)
Decendent was domiciled al dealh In Cumberland County, Pennsylvania, with
h er laSlfJlmlly or prin.cipal residence at 1680 Hiqh Street
~amp Hl11 Borough
(lbl !.trcCI. number and munclpalhy)
Decendenl. tlICU 97 years Qf age:. died November 23 ,19 94
at 16tlU HJ.gn sereet, camp All1, PA .
Except as follows, deeedeut did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probale: was not the victim of a killing and was never adjudicated
Ineompelent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled In Pa.) Personal property In Pennsylvania
(If not domiciled In Pa.) Personal properlY In County
Value of real estale iu Pennsylvania
sltulIIed a~_ follow!;;
lbBO HJ.gh ::i~reet, ~amp Hlll, l'A; commerclal
-E.a.Jt'tnn ~t~ , HrlirriRhnrg, 'PA
$ 640,000
$
$
$---rgO,OOO
property 16th &
WHEREFORE, pelltloner(s) respectfully rljlWes~~ the t!1robate of the last will and eodlell(s)
presenled herewith and Ihe granl of letlers s men ary
(u:slamCnlnry; administration c.l.n.; administration d.b.n.c.l.a.)
Iheron.
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New Cumber~ana, l'A 110/0
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH afMl3~~'6LVANIA } 88
COUNTY OF
The pelitioner(s) above-named swear(s) or affirm(s) that Ihe slatements In the foregoing petition arc
Irue and correct to Ihe besl of the knowledge and belief of pelltloner(s) and thai as personal represen.
lallve(s) of the above decedent pelitloner(s) will well ~nd truly admlnist the estate ace ding to,la'll
Sworn to or affirmed and subscribed ~ /vG tcL~-IV
before me Ihls 15TH day of 'S'
'7r;~1Oc@(Yd,.}~~~~ ,. I
MARY . LEWI S Re!ilS1er ( ~
No. 21 - 94 - 1084
Estate of
nRRNTrR n ~MT~"
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
December 28 94
AND NOW . 19_, In consideration of Ihe pelltlon on
the reverse side hereof, satlsfaclory proof having been presented before me,
IT IS DECREED that Ihe Instrument(s) dated May 21, 1986
described Ihereln be admitted to probate and nted of record as the last will of
Bernice G. Smith
and Letters Testamentary
are hereby granted 10 Ferne Smith Hetrick and Reda Smith Long
FEES
P b L E $ 480.00
ro ate, etters, te...... . . . .
Short Certlneates( 'bU......... $ 30.00
Renunciation ................ $
. X-Pages $ 9.00
JCP --::-:-S-;()(J
TOTAL _ $~
Flied ... P.f;G~t'lJl.f;~. ?13.. .] 9.904 . . .... . . . . .
Reslller of W~' ' ~.
MARY C.~W S
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. Box 737, Camp Hill, PA 17001-0737
ADDRESS
737-3405
PHONE
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Mailed letters and order to attorney on 12-28-94.
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I.ocal Hl'gisrrar. Thl' origin,11 n:rlilkilH' will he lorw,lhbllll thL' Sl,lIt' Vie..1 H('ltlhh (Hlill.' lor )ll'fIIlollll'1l1 filil1J.:.
WARNING: Ills Illegal to duplicate this copy by photostat or photograph.
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COlIlIONWeALTN OF PENNSYLVANIA' OEPARTIIENT OF NEALTIl' VITAL RECOROS
CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
OF
BERNICE G. SMITH
I, BERNICE G. SMITH of the Borough of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, hereby
revoking any will previously made by me.
I - I direct the payment of all my just debts and funeral
expenses out of my estate as soon as may be practical after my death.
II - I bequeath the sum of $1,000 to the Salvation Army,
Harrisburg, Pennsylvania.
III - I give and bequeath all of my jewelry, clothing,
household furniture and furnishings, and personal effects, not including
cash and securities, to my four children, Ferne Smith Hetrick, Reda
Smith Long, Zola Smith VanMaanen and Rosemary Smith Kempner, who are
living at the time of my death, to be divided among them as they may
select and agree, in equal shares. In the event they cannot agree
amicably among themselves as to the division of this personal property,
then I direct that the same shall be sold by my hereinafter named
Executor and the proceeds of such sale divided among them equally.
IV - I direct that all the rest, residue and remainder of my
estate of every nature and wherever situate be converted into cash as
-"/ , L/ ~ . r- /'
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ARNOLD &: SLIKE, AnOkNEYS.Af.l.AW. tlO9 MAkltn STREET. CAMP IULL.'^ 1t011
k1t\~li't);'J~~,lJ.i;;''-''';;';'';''~';'''''''''--''+';"''^'''a.;,.;.n.t~..''''''''~'~~'-''-'''..'>'C,.....,
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soon as the same can conveniently be done after my death, and for that
purpose, I do hereby authorize, direct and empower my executor herein-
after named to sell and dispose of all of my real estate, either by
public or private sale, for the best price that can be obtained for
the same, and by proper deed to be duly executed and acknowledged, to
grant and convey the same to the purchaser thereof in fee simple.
When the whole of said residuary estate shall be converted into cash,
as aforesaid, then I direct that the same be divided into four equal
shares and be disposed of as follows:
A. One share to my daughter, Ferne Smith Hetrick,
or her issue per stirpes;
B. One share to my daughter, Reda Smith Long,
or her issue per stirpes;
C. One share to my daughter, Zola Smith VanMaanen,
or her issue per stirpes;
D. One share to my daughter, Rosemary Smith Kempner,
or her issue per stirpes.
V - I forgive any indebtedness which any of my daughters may
owe to me at the time of my death.
VI - I appoint my daughters, Ferne Smith Hetrick and Reda
Smith Long, Executrices of this, my Last lUll and Testament, to serve as
such without the necessity of posting bond in this or any jurisdiction.
the
IN WITNESS WHEREOF, I have hereunto set my hand and seal on this,
d I -<br day of ;11 ~ ' 1986.
"- '.'J ' ((. .. . j "
/Jt.U-",'>LI~~I'_' .,=rf!.IJ U ,.},
Bernice G. Smith
(SEAL)
Page 2
ARNOLD &: SLIKE. ATIORNtU.ATol.AW, 1109 MAun uun. CAMPIlILl., rA 11011
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Signed, sealed, published and declared by BERNICE G. SMITH, Testatrix
therein named, on this and two (2) other sheets of paper as and for
her Last Will and Testament in our presence, who, in her presence, at
her request, and in the presence of each other, have hereunto subscribed
our names as attesting witnesses.
Camp Hill, PA
Address
Landisburg, PA
Address
Page 3
ARNOLD Ie SLIKE, ATIOkN!.YS.AT.U.W.llot MAkUT STRUT, CAli" lULL. PA 11011
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COI1fION\~EALTII OF PENNSYLVANIA)
SS.
COUNTY
OF
CUMBERLAND)
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WE, the undersigned, the testatrix and the witnesses, respectively,
whose names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the testatrix
signed and executed the instrument as her Last Will and Testament and
that she signed willingly (or willingly directed another to sign for
her), and that she executed it as her free will and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the
,presence and hearing of the testatrix signed the will as witnesses and
that to the best of their knowledge the testatrix was at that time
eighteen years of age or older, of sound mind, and under no constraint
or undue influence.
l:::5Vr/l'1 L~ (/, ~$th1~tI
Testatrix
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~11tness
and
day
Subscribed, sworn to and acknowledged before me by the testatrix,
subscribed and sworn to begore me by both witnesses, thls
of , 198~.
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. ~taryPubl c
THElMA S. McCAUSLIN, NOTARY PUBLIC
My Commlulon bplres lul)' 3, 19&8
Camp lilli, PA Cumbortond County
ARNOLD k 5LU\F.. "rrORNE'tH,T'L\\V. tl09 MAlKU nUET. C"'IP HILI., P.\ 17011
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No.
2194-1084
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Name of Decedent:
Bernice G. Smith
Date of Death:
November 23, 1994
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
January 4, 1995.
Ferne S. Hetrick
100 Spanglers Mill Road
New Cumberland, PA 17070
Reda S. Long
1008 Stony Lane
Gladwynl!'l, PA:1935:.<,',
Zola S. VanMaanen
POBOX 5
Bear Lake, MI 49614
The Salvation Army
1122 Green Street
Harrisburg, PA 17102
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except: None
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Rosemary' S", ,Kempner
,9045 N. Morning Glory
Paradise Valley, AZ 85253
Date: January 4, 1995
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Jo . Slike, Esquire
P ~ OX 737
CAM HILL, PA 17001-0737
Telephone: 717//737-3405
Counsel for Personal ~epresentative
SAlOIS, GUIDO,
SHUFF &
MASLAND
2109 Markel Slreelo
Camp Hili. PA 0\.;"
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LAW OFFICE5
SAlOIS. GUIDO. SHUFF Be MASLAND
it. PJl.O'USlONAL COJl.rOJl.AT10N
2100 MARkET 5TREET
P. O. eOK 737
CAMP HILL, PENNSYLVANIA 17001,07::17
JOHN L !LIKa
kOlEkT c. ,"IOI!
IO\t'AkO L CUI DO
CEC'.AlY !. !Hurr
ALlEkT H. MMLAND
JOHNNA J. DIlLY
TIMOTHY M. ANSTINE
171n 131.34105
fA)( (1111 131_3401
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February 16, 1995
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Register of Wills' Office
Cumberland County Courthouse
Carlisle, PA 17013
ReI Estate of Bernice G. Smith
No. 1994 - 1084
Ladies:
Enclosed is a check in the amount of $30,000 to be
applied on account of the inheritance tax for the
above-captioned estate.
Very truly yours,
SAIDIS, GUIDO, SHUFF & HASLAND
?pt~,
E. Slike
JES/McC
Enclosure: check
CAkLlSLl OFFICE!
20 WUT HICH ITRoUT
CAfl.L1!Ll. PA 17013
'711' 243.0222
FA)( C7171 241.]-0480
kl.PLV TO CAa.4P HILL
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.!di'.i''';'''l.''l',,:~' j"O:", ' , "", .'j "'> .,' D.I'ARmINTO' RIVINUI ,
,:,' ,;,,0.');\,":",: :t'. ,.,' . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED FROM:
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ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
SLIKE JOHN E
el09 MARKET STREET
101
.30,000.00
ESTATE INFORMATION,
~ FIL NUMBER
Y el-1994-10B4
~ NAME OF DECEDENT (LASTI
t;,I 8M ITH BERN I CE S
II DATE OF PAYMENT
EJ POSTMARK DATE
COUNTY
SSN e04-01-0el!5
lFlRSTI (Mil
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'010011I1
I
CAMP HILL PA17011
l tOlD HU'
CUMBERLAND
DATE OF DEATH
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m TOTAL AMOUNT PAID
.30,000.00
C
REMARKS
FERNE S. HETRICK
SEAL
CHECKlI 1015
REGISTER OF WILLS
MARV C. LEW
RESISTER OF WILLS
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[INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
--.. -------- -- ~- - +
I N N",I,\ lA 1 AN MI 1 INI I L
I SHlTlI, !lERNICE G.
I \(')'t41-!ttCU-.-i'YNITMlfi~-~61Dl.i.TiT"---prurblliRltl
I 204-01-0215 111/23/94 106/22/97
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21 - 9/, -
COUNIV coaE
"ti. 0MPLfH AOORfU
1064
YEAR
NUMIE R
1660 IIlgh Street
Camp lIil1, I'A 1701 r
- Cumberland
co.,..~,
XX!
OrigInal Refllln
r:; 2, Supplemontal Rolurn
o 3,
1XJ5
R.malnd.r R.turn
Ifor dOlO' of death priorlo 12,13.82)
F.d.ral E\lal. Taa
Relurn Required
Tolal Number of Sol. Oepo\il Bo."
." limiled E\lolft
[j .10. Fuluro Inlero\1 ComJlromi\o
Ifor JOI" of dealh alter 1 :!.12.821
; XX 6. Dncedent Dind Teulole 0 7. Decedent Maintained 0 living Tru\1
(Alloch copy t)1 Willi (Alloch copy of Tru"l
---r ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOOLD BE DIRECTED TO.
~ ~ I-;:n;:;]- ._....._~--_. -.----..--..--~---_...- Mfl!lC ~^llINGAOOllf!t!t
: ~ i John E. Slike, Esquire Saidis, Guido, Shuff (, Hasland
o ~ hm'HONI'NUiffilo --..-.. P. O. Bolt 737
~~+..L...?17 _) 737-3405 Camp _~i~l~_ PA 17001-0737
, \, Reol E'tolo (Schedulo ^I I 1) _ 205~0.QQ.___.._,
2, Stock. and Bond. (Schedule BI (21 213,776.35
3. Closely Held Slock/PnrlnOr\hip Inlor05l ISchedule q (3)
4, MOrlgogo. and Na'o, Recoi,oblo ISchodulo 01 ( 4)
5. Co\h. Bonk Depo\il' & Mlccllllanloul Personal Properly{ 5)
ISchodulo E)
6. Joiruly Ownod Properly (Schedul. F)
7, T,on.le" IS,hedulo 0) ISchedule L)
e. Tolal Orou Anel\ (total liner. 1.71
Q Funaral e.ptnso\, Administrative Com. Mheelloneous ( Q)
E .pon". ISchedule H)
110. Dub,., Mortgage Liabilill.., liens ISchodule 1)
! 11 Tolal DeduClio", {Iolallin" Q & 101
; 12. Net Value of eslote lline 8 mif,usline 111
11 J. Charitobl" and Governmental Beque". (Schedule J)
___!~4. Net Value Subject 10 Tak lline 12 mlnu\ IIn3 131
15. Amounl of line 14 IOlloble 016% rOl,
(Includo valuOI from Schedule K or Schedule M,)
16. Amount of Uno 14 takable 01 15% role
(Include values Irom Schedule K or Schedule M.)
17 Principal 101( due {Add 1011 from lind 15 and from line 16.1
18, Credill
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39,670.14
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II line 18 is greolor Ihon IIn.. 17. enlor Iho dlfforence on lino 19. Thi\ h Iho OVERPAYMENT.
rJlD
If line 17 i\ 9realo, than Une 18. enler !he difference on line 20, This h Ihe TAX DUE.
A. Enlor Ihe inl~ro't on tho balance duo on line 20A,
8. Enler Ihe 10101 of linu 20 and 20A on Iino 200. Thi\ h Iho BALANCE DUE.
Mako Chock Payobl. lot R.glsl.r of Wills. Aoen'
Check hora If you aro roquos,lng a rofund of ypur ovorpoymont.
Pi'~Q)ml
,)/6.95
InlereU
_..__}1.57.a.~.~?_
0.00
(18)
(lQI
(201
(20A)
(20BI
8,991.19
0.00
,.,..6..1.9.l... .19___
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.. ..BE SURE TO ANSWER ALL QUESTIONS ON,REVERSE SIDE AND TO RECHECK MATH....
Unrl.r p.naltiu of p.qury, I declore Ikol I hoy. uomlneli Ihit (ltlurn, j"chlding accomponylng Ichedule, and ,Iolem"n". and la Ih. b..t of my kno.....l.dge ond b.lie~
II illru., corrucl ond Complltle. I duclorc Ihol all leal eUale hel beon report.d allrue market ",nlve. Doclorelion of preparer olh,r than Ih, pe,\ono! rtlJJflllenlo'i.... 1\
bDlOd on 011 ;nIO'~o"on 01 wl",h p,.po,.r ho' any knowledge ~
fi'GNAIUifO-.' ''-;-iON ""0"'"'' fO' ""NG "'u'" ~o,\Uo'_. ~.L. - . 5~-
( ii. _ J"'-~ ..7VrA.A^J_ IJ. 'H~ lillI, I'A 8/21/95
I Oi -c.; ~~fPA~ HA~nftl'~f7lIV[ AODilnr { - ----- Oi'fr
~J ,I . P.O. !lox 737, Camp 11111. PA 17001 6/21/95
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Act 1148 01 1994 provides lor the reduction 01 the tax rates Imposed on the net value oltranslers to or lor
the use 01 the spouse. The rates as prescribed by the statute will be:
03% (,03) will be applicable lor estates 01 decedents dying on or aller 7/1/94 and belore 1/1/96
02% (.02) will be applicable lor estates 01 decedents dyIng on or aller 1/1/96 and belore 1/1/97
.
01% (,01) will be applicable lor estates 01 decedents dying on or aller 1/1/97 and belore 1/1/98
oSpousaltranllfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
I, Old d.c.d.nl make .Iron,f" 100:
.. fltaln the use or Income of lhe property transf.rr,d,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
b, Itllln Ihl ,Ightto dtSlgnal. who sholl USI Ih. prop.rty lron,f.rr.d or b Income, ' , , , , , , , , , , , , , , , , , , , , X
c. retain a re"lrsk>nary Int"'5t: or . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . , . . X
d. 'lcelvl the promise for lif. of eithe, payownt!, benefits or car.? . . . . . . . . . . . . . . . . . . . . . . . . , . . . . X
2. If death occurred on Dr before December 12. 1982. did decedent within two years prlc.dlng death
Irans'er property without rlcelving adequatl consideration? II death occurred atl.r Oecember 12.
1982, did d.c.d.nllran,for proporty whhln one roa, of doalh whhoul ftc.lvlng ad.qual.
consldlratlon? . . , . . . . . . . . . . . , . . . , . . , . . , . , . . . . . , , . , , . . . , . . . . . . , . . . . . . .. X
3. Old dlced,nt own In 'In trust lor' bank account at his or hlr dlath? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Copyright eel ,It.. 'orm soUw.,e only CPSyalems, Inc.
Form 1500 fAtv, 7.'4'
r
,
REV.1&OZEX.I12.aS)
co"::.qJllXIWJ,l\.qF.e~Ij,Ij,~,lhY'HIA SCHEDULE A
'~tlllbl'N'tbmwll'f" REAL ESTATE
ESTATE OF FILE NUMBER
BERNICE C. SMITH SSII 204.01.0215 11/23/91, 21-94.1084
(Proporty Jolnlly-ownod with RIBhl 01 Survlvollhlp mUll bo dllclolOd on Schodulo F) AU rOil OltltO ohould bo roportod II Illr mlrkot vlluo
which II dollnod Illho prlco II which proporty would be o..hlngod belwHn I willing buyor Ind I willing ooUor, no"hor blIlng compoUod 10
b or IOU, both hlvln r..lonlbll knowlod I ollho roloVlnlllell.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Slnglo family dwelling locatod at 1680 High Stroot,
Camp Hill, PA - contract of solo attachod
120,000.00
2
Commercial proporty located at 1601 Paxton Stroet,
Harrisburg, Dauphin County, PA . por attached appraisal
85,000.00
TOTAL (Also onlo, on IIno I, Rocl ~ullllon)
(It more space IS n..d.d. ins.n additional sh..ts ot same size.)
r.nl'VrIQ"11cll,". form "oIlW"flDn'v CP5ysl.rrttI Ire
S 205 000.00
Fo,m 1500 SCh.dul. A IR.y, n.lI!l
REV. 1IOJ EX + (4.1&1
COUH.lg~~WJUilMhY'N"
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
-
FILE NUMBER
21.94.108/,
,;
,
BERNICE G, SMITH SSO 204.01.0215
.
(All '0 0
ITEM
NUMBER
Per att
1
2
3
4
5
8
9
10
11/23/9/,
olnll -owned with RI hI 01 Su,vlvOF1hl mUll be dllclolod on Schedul. F,)
DESCRIPTION
ched statoment Crom compony treasurer and ba1anca sheet:
20 shares oC common stock of Keystone Acceptance Corp.
VALUE AT DATE
OF DEATH
1,190,00
10 shares pfd, stock Keystone Acceptance Corp.
1,020.00
0,00
10 shares common stock L. 8. Smith, Inc.
10 shares First Preferred Stock of L. 8. Smith, Inc.
1,020.00
714 . 00
7 shares Third Preferred Stock of L. B. Smith, Inc.
6
7
6X Note Keystone Acceptance Gorp. . face value
86,932.35
20,000.00
6,000.00
46,900.00
50,000.00
4X Keystone Acceptance Corp, bond - fsce value
4X Keystone Acceptance Corp , Bond - face value
5,5X General Motors Acceptance Corp. Note
City of Reading Bond 5,35X due 11/15/98
TOTAL (AI.o onter on IIno 2, Rica kulalionl
(If more spae. is n..d.d, Insen additlonalsh..ts of same slz..)
Copyrl;hl (clllt4 rOlm lottw.'e only CPSYIlemt, Inc.
. 213 776.35
Form 1500 Schedule B IRev. 4.1&1
REV. 1101 EX. ".171
CO"~'m;~\\l4\,'\WUiI,NhY'NI'
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
...-.
Pleas. Print or T .
FILE NUMBER
21-94-1081,
BERNICE G. SMITH SSO 204-01.0215 11/23/94
(All '0 0
ITEM
NUMBER
6
7
B
9
10
11
12
13
14
15
16
17
18
19
20
21
olnl 'ownod with RI hI 0' Su,.lvorahl mUll bo dlocloud on Schodulo F)
DESCRIPTION
1
2
3
4
5
DAUPHIN DEPOSIT BANK AND TRUST COMPANY:
C.D. 08100018278
C.D. 08100249075
Checking account 00078638740
Money Market Acct. 00094351732
Passbook Savings Acct. 04901703919
PNC BANK, N.A.
C.D. 01023120168720
C.D. #1023120168726
C.D. 01023140174843
Checking Acct. #5140059197
Savings Acct. #5130072005
Savings Acct. #5130073964
Household goods and personal effects, per attached appraisal
1980 Ford Maverick sedan
Jewelry, per appreisel
Three $50 treve1ere chscks
Patriot-News Co. - refund
Blue Cross/Blue Shield - premium refund
U. S. Treasury - 1994 tax refund
PA Dept. of Revenue. 1994 tax refund
U. S. Savings Bond V38024HH
U. S. Sevings Bond V38023HH
TOTAL (Also onlor on Ilno 5. Roca hulalion)
(Attach addhlonal8 112' . 11' shOlls K maro spacois nOldod.)
Copv,lqht(cI19U form lollwlre ont'( CPSystems.lnc.
.
VALUE AT DATE
OF DEATH
30,738.70
91,325.90
27,637.16
49,679.55
24,096.04
33,742.83
24,026.20
33,392.14
819.79
6,329.24
12,031. 66
5,356.00
500.00
5,830.00
150.00
10.95
228.20
6,072.81
445.00
5,000.00
5,000.00
. .
Form 1500 Schedule E (Rey. 2.87)
S 362 412.17
.
R'EV. 1&09 EX. (1z.aSI
SCHEDULE F
JOINTLY-OWNED PROPERTY
cO"~N'l~4\WMhY'N"
ESTATE OF
BERNICE G. SMITH SSO 204-01.0215
FILE NUMBER
21-94.1084
11/23/94
Joint ton.nll.).
.
A.
NAME
Ferno S. HetriCk
ADDRESS
100 Spanglors Mill Road
Now Cumberland, PA 17070
RELATIONSHIP TO DECEDENT
Daughter
B.
Reda S. Long
1008 Stony Lane
Gladwyno, PA 19035
Daughter
C.
Zola Anderson Vsn Maanen
P. O. Box 5
Beer Lake I. MI 4961/,
Paradise vnlley, AZ
Daughter
Daughter
D.
Rosemnry S. Kempner
LETTER DATE DECD'S
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DOLLAR VALUE OF
NUMBER JOINT OF ASSET ." INT. ECEDENTINTEREST
TENANT JOINT
PNC BANK, N.A.
1 A 08/04/93 C.D.#1023120168721 24,026.20 50.00~ 12,013.10
2 B 08/04/93 C.D.#1023120168722 24,026.20 50.00~ 12,013.10
3 C 08/04/93 C.D.#1023120168723 24,026.20 50.00~ 12,013.10
4 D 08/04/93 C.D.#1023120168725 24,026.20 50.00~ 12,013.10
/ / Ssrles HH Bonds as follows:
4 A 06/29/81 Per ettached copy 11,000.00 50.00~ 5,500.00
5 B 06/29/81 Per attached copy 11,000.00 50.00~ 5,500.00
6 C 06/29/81 Per attached copy 11,000.00 50.00~ 5,500.00
7 D 06/29/81 Per attached copy 11,500.00 50.00~ 5,750.00
-
TOTAL (Also .nlor on IIno 6. R.caollulallon) 70.302.40
Jolntly-ownod property.
(If mare space is n,.ded, Insert add~ional shee's of same size.)
Copyrlqhl Icl '994 101m sof!wlfe only CPSyslem,.lnc
Farm 1500 Schedule F IRlIY. n.ee}
R.EV.1ItOEX + (2.871
cO"~'ml~~'\WUiI~JhY'N"
ESTATE OF
SCHEDULE G
TRANSFERS
PI..,e P,int or T .
FILE NUMBER
21-91, -1081,
BERNICE G. SMITH SSO 204-01-0215 11/23/94
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES. .
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE OECD'S OOLLAR VALUE OF
NUMBER ,.t~';f~~~I~t~:~:~~'~~~:f:rill~':~.r OF ASSET -I.INT OECECENTINTEREST
Thu following cash gifts
wern mndo on 11/21/91, :
I L. Bruca Hotrlck - grandson 3,000,00 5,000.00 2,000.00
2 Homer Hetr lck I I - grandson 3,000,00 5,000.00 2,000,00
3 PrIscIlla HetrIck - wife of
grandson 3,000.00 5,000.00 2,000.00
4 Cero1 L. Ogelsby - grenddtr 3,000.00 5,000.00 2,000.00
5 Alice L. Nacey - granddtr 3,000.00 5,000.00 2,000.00
6 Rosemery Kempner - daughter 3,000.00 10,000.00 7,000.00
7 Zole Van Maanan - daughter 3,000.00 10,000.00 7,000.00
8 Reda S, Long - daughter 3,000.00 2,000.00 0.00
9 Ferne S. HetrIck - payment to
EwIng Roofing 3,000.00 6,925.00 3,925.00
10 H. Bruce HetrIck - friend 3,000.00 5,000.00 2,000.00
11 JanIce HetrIck - granddtr-ln-1w 3,000.00 5,000.00 2,000.00
12 There wore 27 gifts of $1,000
each to grandchildren, greet
grandchIldren and greet,greet
grandchildren mede on 11/21/94
for which tho $3,000 exclusion
Is clelmed.
TOTAL (Also onl., on lino 7. Rlcaonulalion) 31. 925.00
01 more space is n..ded, Insert addhional shilts 01 same size.)
COIJYrlVht (cl '"4 'orm .oftw'fe only CPSyslems, Inc.
FOlln 1500 SChedule G (R..... r.e7)
'.
l.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
"EV. ,,'ux t (l.11I1
CO"~'mIim4\,gMhY'NI'
ISTATIOf
Pl..n P,lnt 0' T e
FILE NUMBER
21-94-1084
BERNICE C. SMITH SS
ITIM
NUMBIR
A. Funeral Elpenle..
204-01.0215 11 ~3 94
DESCRIPTION
AMOUIIT
B.
,
l'
,.
C.
.
1
2
3
Myers-Harnor Funerel Home
Radlsson . Ponn HarrIs - funorel luncheon, etc.
Roda S. Long - rolmbursement for funere1 expense a
6,657.00
1,264.95
97.99
1.
Admlnl'lraUve COlt..
Personal R.pr."n,.UvI Commissions II
Social Securlly Number 01 Porsonal RopresonlaUvo: IK9-V; .is'''' tl'U. -II.' 'tV).."
Voar Commissions paid 1996
25,000.00
z.
Attorney Foes
Seldle, Guido, Shuff & Mas1end
19,123.00
3.
Family Exemption
Claimant
.Address of Claimant at dlcedent's d,ath
Streol Address
CIIy
N/A
Rolatlonshlp
SIalo
Zip Code
4.
Probatl Fees
Roglster of WIlls
524 . 00
1
2
3
I.
5
6
7
8
9
Mllc.lllneoul Exp.nl..:
PatrIot-News Co. - logal eds
Claude V. Wolfe & AssocIates - personel property apprelsal
Landis Jowolors - appraisal
Lester C. Connor - property appraIsals
Cumberland Law Journal . logal ads
Death certlflcatos
Reglstor of WIlls - filIng fee a
Reservod for future expenaes and account feea
RepaIrs to 1680 HIgh Streot, Camp HIll for weterprooflng
besement - Harad Weterproofing - propoaed contract
RegIster of WIlle - certIfIed copy of will
22.00
66.34
215.00
65.00
750.00
40,00
4.00
25.00
350.00
4,650.00
10
. 58 854.28
TOTAL (Also onlor on line 9, Roca hulatlon)
(II more Ipacell neodod. Innrladdltlonal ohooto 0' nme 1110,)
Copyrlqhl frl '994 'arm lollw.,e onty CPS.,.stllm" Inc.
FOlm 1500 Schedule HfRey. 7.ellj
REV. 1111 Ell t (t.'l)
ESTATE OF
CO"~N~H.'X~~'Jl!1.,\' P'i.'t~~W'NI'
'RhibEN~'bE~EO'Nf
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... P,lnl 0' T .
FILE NUMBER
21-91,.108/,
SSII 2010-01-0215
11/23/91,
BERNICE G, SMITH
.
ITEM
NUMBER
1
2
3
/,
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
21,
25
26
27
28
29
30
31
32
33
310
35
36
37
38
39
DESCRIPTION
AMOUNT
11.80
350.00
4,000.00
1,54.92
805.06
338.13
66.38
440.19
143.77
171. 23
130.00
762.41
304.00
645.00
150.00
312.87
549.12
45.00
410.35
100.00
4,423.45
480.00
425.00
8,925.00
8,850.00
600.00
Sammons CommunIcatIons
PA Dept. of Revenuo - 4th quarterly paymont - 1994 tax year
Internel Rovenuo ServIce - 4th quartor1y payment
John Buas - anow removel and lown caro
Sadler 011 Co, - heeclng 011 and aervlce contrect
Termlnlx - monthly aorvlco
AT&T
Bell Atlentlc
PAIIC
lIaste Management
EwIng Roofing - roof repelrs end gutter and downspout cleaning
OhIo National LIfe lna. Co. - rolmburaement of Nov. chock
USF&G - auto Insurance
USF&G - polIcy on sorvlco station
Forno Hotrlck - rolmbursoment for house cloanlng
The Prlnc Ipnl Group - rofund of Novombor chock
Ann Markley. Tax Collector - borough end county taxes
Borough of Cemp HIll - sower rental fee
PP&L
PNC Bank - sefe deposIt box ront
AllIed Van LInes - movIng tangIble persone1 proporty to heIrs
Rede Long - relmburaoment for dtr's asslstence In
furnIture removal
EstImated property expenses untIl closing
EstImated costs of sale of 1680 HIgh Street property
EstImated coats of sale of 1601 Paxton Stroot property
Bruco Hetrick - maIntenance of HIgh Street property
L. B. SmIth Ford, Inc. - dobt of docodent por attached
statement - thla claIm Is contostod
Koystone Accoptenco CorporatIon . account payeblo per
ettached statemont - thIs claIm Is contostod
Jemes Peyne - haulIng trash to cleen out house
Internal Rovonuo Servlco - 1993 tax deflcloncy
The followIng chocks were dated 11/21/94;drewn on the
DauphIn DeposIt CheckIng Account and c1oarod aftor doath:
30,431. 58
10,1,25.79
270.00
600.00
AT&T
Cemp Hill Borough - sowor chargo
Sammons Communications
John E. Sllko. Esq. - ettornoy foos prIor to doath
Reda S. Long
TrInIty Lutheran Church
Mt. AIry Unltod Methodist Church
Loggett, Inc. - plumbIng ropalrs
EwIng RoofIng
33.19
55.00
18,38
125.00
2,000.00
2,500.00
1,000.00
115.00
6,925.00
Tote1 of ContinuatIon Schedu1e(s)
68 000.00
S 156 392.62
TOTAL (Also .ntor on IIno 10. Roc. hulallon)
(If mar. space is needed, inun add~ional sheets of same siz..)
CopyrIOh1(cl'H" farm sottw.,eonty CPSYlleml,lnc.
Farm 1500Schedul.I(Rey.,..t])
"
.J ~'{ar!""
.
~,
Estate of: BERNICE C. SMITH
Sac Sec #: 204.01-0215
Date of Death: 11/23/94
,1
Item
(I
Contlnuetlon of Schedule I
(Debts of Decedent, Mortgege LIabilItIes end LIens)
.
Deacrlptlon
Amount
40
41
42
43
44
45
46
47
48
Carol Oglesby
Alice Nacey
H. Bruce HetrIck
JanIce Hstrlck
Alre Webster
Ythen Webster
AlexIs Webster
ChrIstopher Webster
Allison Webster
Checks written on Deuphln Deposit
Money Merket Account dated 11/21/94
and cleared after deeth:
5,000.00
5,000.00
5,000.00
5,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
Roeemery Kempner
Zole Ven Meanen
Roxanne Choslch
Alexis Webster
Keren Cance
D. J. Andsreon, Jr.
John Rendall
Nency Harlow
Wilbur Webster
PhilIp Webstor
Andrew Hstrlck
Kristen HetrIck Abner
Greg Abner
Matthew Oglosby
Alison Oglesby
Luke Oglesby
Dean Necey
Trevls Nacey
Kall Choslch
Mer! Chosich
Benjamin Cance
Andrew Cance
Metthew Her10w
Jordan Abner
Ruth Cerber
10,000.00
10,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
68,000.00
,--'i\7,fb.;_i~~-~~~'~;:-'.Di-U.'7;':_iO,.
~\:e,.};'."",
REV. IIU IX. {Z.lll
, "
CO"~';~~~JYhY'N"
ESTATE OF
SCHEDULE J
BENEFICIARIES
BERNICE G.
ITEM
NUMBER
ITEM
NUMBER
SMITH
204-01-0215
11 23 91,
SS
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. T..oble Bequosts:
1
Ferno S. Hetrick
100 Spanglers Mill
Now Cumberland, PA
Daughter
Road
17070
2
Daughtor
Rede S. Long
1008 Stony Lane
Gledwyne, PA 19035
3
Zole Anderson VenMaanen
P. O. Box 5
Bear Leke. MI 49614
Daughter
I,
Rosemary s. Kemper
9045 N. MornIng Glory
Peredlee Velley, AZ 85253
Daughter
NAME AND ADDRESS OF BENEFICIARY
B. Charitable end Govornmonlal Boquosts:
I
The SalvatIon Army
701 N. Broed Streot
Phllede1phla, PA
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also on!or en IIno 13, Roca hulallonl
(II mare .pacels ne.dod, Instrt addhlonal.hOlIS of same size.)
Copyrlqht ltl '9t4lolm sollw.,e on.... CPSyslems, Inc.
FILE NUMBER
21-94-1084
AMOUNT OR
SHARE OF ESTATE
25~ of residue
25~ of residue
25~ of ros ldue
25~ of resIdue
AMOUNT OR
SHARE OF ESTATE
1 ,000.00
S 1 000.00
Form 1500 Sth.dul. J (Rey l.a?)
Inventory of thB reBI Bnd personal BatBte 01
lllmNICII G. SNlTlI
deceBsed
REAL PROPERTY:
Single family dwelling located nt 16BO lIigh Street, Cnmp 11111, I'A
120,000 00
Commercial property locnted nt 1601 I'nxton Street, lIarrisburg
B5,OOO 00
PERSONAL PROPERTY;
10 shares pfd. stock Keystone Acceptance Corp.
1,19000
1,020 00
20 ehares of common stock of Keyetone Acceptnnce Corp.
10 shores First Pfd. Stock of L.B. Smith, Inc.
1,020 00
7 ehares Third Pfd. Stock of L. U. Smith, Inc.
714 00
6% Note Keystone Acceptance Corp.
86,932 35
20,000.00
4% Bond Keystone Acceptance Corp.
5.5% General Notore Acceptance Corp. Note
46,90
50,00
4% Bond Keystone Acceptance Corp.
City of Reading 5.35r. bond
DAUPHIN DEPOSIT BANK AND TRUST CONPANY
C.D. 08100018278
C.D. 08100249075
Checking account U0078638740
Money Narket Account 00094351732
Paasbook Savings Acct. 04901703919
30,73 .70
91,32 .90
27,63 .16
49,67 .55
24,09 .04
PNC BANK, N.A.:
C.D. 01023120168720
C.D. 01023120168726
C.D. 01023140174843
Checking Account 05140059197
Savings Account 05130072005
Savings Account 05130073964
33,74 .83
24,02 .20
33,39 .14
81 .79
6.32 .24
12,03 .66
5,85 .00
50 .00
5,Cl3 .00
15 .00
I .95
22 .20
6,072 81
445 00
5,000 00
5,000 00
Household goods nnd personal ef fecta
1980 Ford Maverick sedan
Jewelry
Three $50 travelers checks
Patriot-News Co. - refund
Blue Croes,B1ue Shield - premium reCund
U.S. Treasury - 1994 tnx refund
PA Dept. of Revenue - 1994 tnx refund
U. S. Savings Bond V3802411ll
U.S. Savings llond V380231111
TOTAL
.l"'L~-'
771,188 52
L\I
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l.
J
II:
1'lmNE S. Im'l'l\1CK IIntl lumA S. LONG
,_."._~_...- - ._. ._...__.----~
___.___..__ ._u_'_. _. ________
Hworn they nre
boln9 duly __. .___' _ .cco,dlng to I.w, dopo.e. .nd ..y. th.t h.
__.____...__ElIe~lJy.1C~H___.__ __ .___.___ 01 tho E.t.to 01 lIernlcu G. Smlth
I.t. 01 ___. _ ..Camp .lIill_lIorough . ________, Cumberl.nd County, Po" d.c....d .nd thot tho
them executrices
within Is .n In..nto,y m.do by ..___..____.___._. ' tho ..Id
01 tho enll,o ..t.to 01 sold d.c.dont, con.l.tlng 01 .11 tho person. I p,ol'.,ty .nd ,..I ....t., exc.pt ...1 ....t. outsld.
th. Commonwo.lth 01 ponn.ylv.nl., end th.t the Ilgu,o. oppo.lt. o.ch It.m 01 tho Inv.nto ..p,...nijt lt'l f.I, v.lu.
.. 01 tho d.to of docodont'. dooth. A ;- I \
...LAA4~~ {J -\- L"vt/fl /'
Sworn to
_ .nd .ub.c,lbod bolo.. mo,
~,~
E..cutor . Admlnll' .t r
-~"
1995
2109 Market Street
Camp lIill, PA 17011
Addr...
NOTARIAL SfAL
THELMA S, McCAUSLIN, Notary Public
Camp Hili, Cumberland Counly
MY_C~;~.~.~~~~~9.6
Dot. of o..th
November
1994
Month
Veer
D.y
INSTRUCTIONS
I. An In..nto,y mu" b. fII.d within th,e. months .fto, .ppolntmont of p.rson.l ..p....nt.tl...
2. A .upplomont In',oqto,y mu.t be fIIod within thl,ty deys of dlsco..'y of .ddltlon.1 .n.".
3. Addltlon.l.sh..ts: m.y be~.;h.chod .. to person.lty 0' ,0.lIy
4. S.o A,tlcI.IV, Fld~cl.,I.. Act of 1949.
r.1
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.......----------------.-. ----.-- - -_.-.- ----- -.. .._--- ._~ --- ------ -- ----
,
"'.,'.;.,'~,:_.;-:-~..,-,'-...,'V,.,'.F..~'-:-:-,_:; ~ - . ~ . ," '. .,.> --. "-',.'
,'\1'(;\.'.....'.....;;.;..'A':'.';;A".~':..O'...'.4..{...8.;'1..'....5.. "'6".,.,. COMMONWEALTH OF PENNSYLVANIA' '..:.: '. ":'~;'."1.~:"...; ,
NO. '" ..' .. , .'
'. .....,.. ".;,..., . DlPAIlTMINTOPRIVINUI ' , . " ' '.. ':-~,' "
f.:;;;;;;~i;~;:'~l' ;:: ,",. : O'PlCIAL RICIIPI' . PENNSYLVANIA INHERITANCE AND 1sT ATE TAX. . ::;: (. . ;
-
RECEIVED FROM.
&
ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
AMOUNT
S~IKE JOHN E ESQUIRE
2109 MARKET STREET
P.O. BOX 737
CAMP HI~~, PA 17011
101
.1'1,991.19
..IOCOHU'
'OI.DH'"
ESTATE INFORMATION,
fa ILEN MBER 21-1994-IOB4
E1 NAME OF DECEDENT (lASTI
SMITH BERNICE G
~ DATE OF PAYMENT
iii OB lee 19::1
n POSTMARK DATE
11;I 0/00/00
COUNTY
BSN 204-01-021::1
(FIRSTI
(M'I
CUMBER~AND
m TOTAL AMOUNT PAID .B, 991.19
" VZ
RECEIVEDWf.~1 N(!., t.y ~
MARV C.~E ~ I
REGISTER 0 WJ~~S ~
-~~
__.________________________________..___-,---"'"\~t:__ .' ,---,;
I 1,_ '
DATE OF DEATH
11/23/94
REMARKS FERNE
S HETRICK
SEAL
CHECK" 167
REGISTER OF WILLS
....A..._.__.. -0
--.......-.
I
--
r--
.:' .-10 ,
-
.j I
~.
-. t',
\ ~. r . .
'f
--...,.-.-.
_..1 to. -~ -c::~ .
I I
".-
0- . -. - ....
,/
{'
/ >~ {., f
c...
.
REV-l~41 ~X AFP (12-94*
CMtOHW!AUH Dr' PDItIVLVAH1A
D[PAAlltDfT OF REVU&J[
IlMUU Of INDIVIDUAL TAXlS
OEPT. 210611
twtRlIllItG, PA 17121-1601
ACN In
NOTICE Of INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT OF TAX
OAT! 12-11-95
FILE NO.
DATI OF DEATH 11-23-94 COUNTY CUMBERLAND
NOTE. TO INSURE PIlGPER CREDIT TO YOUR ACCOUNT, SUlHIT THE UPPER PORTION Of THIS fOIlll IIlTN YOUR TAX
PAYHENT TO TNE REDISTER Of IIILLS. MAKE CHECK PAYABLE TO "REDISTER Of IIILLS, ADENT"
REMIT PAVMENT TO:
JDHN E SLIKE ESQ
SAIDIS ETAL
PO BOX 737
CAMP HILL PA 17001
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
_t RMIUod
CUT ALONO THIS UNE .. RI!TAIN LOllER PORTION FOR YOUR RECORDS ....
iiili=i5'4j-iY"AFji-iiz:94Y"iiili"ici--OF--liiiiiiiii'ANCi"YAX"A'PjiRA'iiiiiiii'i'-;-,U.i."oiiANci"iiliun------m"m
DISALLOllANCI! OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATI! OF SMITH BERNICE G FIll! NO. 21 94-1084 ACN 101 OAT! 12-11-95
TAll RETURN liAS. I I ACCEPTED AS FILED I XI C_ED SEE ATTACHED NOTICE
RI!SI!RVATION CONCI!RNINO FUTURI! INTEREST - SEE RI!VI!RSE
APPRAISED VALUI! OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eat.t. ISchedul. Al III
2. Stooke end Bonda IScheduI. .1 IZI
S. Clo..ll/ tt.ld Stookl"'rtnorohlp Int.root 1_1. CI ISI
4. Hort_anlotoo R_lvobl. IScheduI. DI 141
5. COoh/Bonk _oltoIHloo. P.r.-I P.--rb I_I. EI 1&1
6. Jolntll/ Owned P.--rtl/ ISchedul. fl 161
7. Tron.f.r. ISchedul. 01 171
I. Totol A...to
.00
213.716.35
.00
.00
362.412.17
70 i 302.40
31.925.00
III
678,415.92
APPROVED DI!DUCTIONS AND I!XEMPTIONSI
58,854.28
9. FunoMlI E""",ooa/AcIo. CootoIHloo. E""",ooo I_I. HI 191
10. DobtolHort_ Llobllltloo/Llono IScheduI. II 1101 97,335.25
11. Totol Doduotlono 1111 1 ~&.1 Aq ~3
12. ...t V.l... of Tox R.tum IlZ1 522,226.39
IS. ChIlrltoblo/llov......"t.l _oto I_I. JI 1131 1,000.00
14. ...t V.l... of Eet.t. S<lbJoot to Tox 1141 521,226.39
NOTI!I I~.n ........nt II.. 1..u.d prev1oU.IY, 11n.. 14, 15 .nd/or 16, 17 .nd IS Mill
refl.ct figure. th.t 1nclud. the tot.l of Abb re~urn. .......d to date.
ASSI!SSMI!NT OF TAXI
15. _t of Line 14 .t Spouool Mlt. 1151 .00
16. _t of Line 14 toxobl..t Li....lIClo.. A r.t. 1161 515,226.39
17. _t of Llne 14 toxobl..t Coll.t.r.lICI.n I r.t. 1171 6,000.00
11. Prlnolp.l Tox Duo
TAX CRI!D%TSI
PAYHENT
DATE
2-16-9
08-22-95
X .03.
X .06.
X .15.
1111
.00
30,913.58
900.00
31,813.58
RECEIPT
tuIIER
AA022838
AA048156
DISCOUNT It I
INTEREST 1- I
1,578.95
.00
30,000.00
8,991.19
AItDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTI!RI!ST
TOTAL DUE
40,570.14
8,756.56CR
.00
8,756.56CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL OUE IS LESS TIIAH n, NO PAYHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY IE OUE
A REFUND. SEE REVERSE SIDE OF THIS FOIlll FOR INSTRUCTIONS. I
~
-
flUDVATlDNI tlbt.. af ......t. .tvl", on or N'arl ~r 11, 1t12 ... if MY fUtur. In'er.st In the ..tIIt. b 'nn.....r..
In po.....lon Dr .,J~t to Chn . (coUatlral) ....fla..rt.. of thlI dMedlnt ,UI" the explraUon of MV ..tat. for
u,. or for yean, the <<: .....Ith herebv .........lw r'''rY'' the right to ...,.,..1.. Met ...... tr,,".r InharlbnM ,....
at the I_tut ct... I (ooU.t.,..n nlh on ." MId\ tutu... lnt.....t.
...- ..
tClTlCE. To NUlll the ......1....," of Section 1140 of the tntMrlt.nce - Eat.t. 'a ...t, Act u: of 1"1. 7Z P.I.
IMUon ZlU.
PA'tMDfT. Debch the top porUon "' tnl. Matl_ Ind ..-It with your ~t to the ......... 0' WUb ,rln'ed an the rwere. .ldl.
...... cheCk 01" IIOI'IQ o"r ,.-11 to. REGIStER OF MILLS, AGENT
All ~U ....IYld ...11 fint M ...,l1ed to M1 lntll"'" Nhlch .-y bII .... with MY 1"_1,..,. ...11_ to the tax.
AEFUCD lau. A refund of . tu: credit, ..,lch .... not .....st.t on the Tme A.tum, ..v be ......ted bv ClOIIPSaUnI en ..",,1I_tSDn
far R.knI of PeMavlnnla InMl"lt.,ce ... btat. To" (R(V-lJU). Applloatlanl.... .vtIll.a.l. at the Office
of the R..htlr of MUll, InY of the U Revenue Dlstrlot Offlcea, or by ~111", U. .,.alii Z4"hDUl"
.,..rlnl ,,",1011 f'IUIIberl for fa,... o..dtirll'lll In Pemnl""l. l-eU-S6l-ZOSI, outlldti ,.,."nlwnl. ...
within IDCllI Hilrr"burl .ne (717) 711-8194, fDDI (1171 nl-usz (...rll'll J...lr'" on1v).
DaJ(CTIDNlt AnY ~rty In Int.r..t not ..tls'IMi vlth the ..r........t' .UCMMnCe or dl..U...nn 0' dMIuCltlonl, or .....~t
0' ... Unoludll'll dbCCQ'lt Dr Int.r..t) .. shaWl on this Matl~ .u.t objMt vlthln IIlety (6DJ -. of rHelpt of
this Notice bYI
--vrltt., prot..t to the PA ~r...,t D' A."""", ao.reI D' Appull, Dept. 211On, HIIrr"burl, PA 17U'-Un, OR
--.Ieatlon to hIrv. the _tt.r dti,.,..lned .t -..lIt 0' U- NCOWlt 0' the ~flon.1 r.........t.UVl, OR
--.....1 to the 0,.,.,.," Court.
AllIlIM
IIWTlW
CORRftTIONSt
INTEREITI
feaMI Irrors dlMOWr" on thh ........,t IhoUld M ~r"MCI In -.rltll'll '01 PA Depar'-'tt of RlvenJII,
BurleU of Indlvldull ,...., ATTN' Po.t A....seent Alvlew Unit, DlPt. 211601, HerrlsbUrl, PA 11121-0601
PhOnI (117) 111-6SII. lei PIlI S of the bOOkl.t ~In.'ruatlon. 'or Innerltenol ,.. Altum for. A.lldent
~.. (R[V-lI01) for ., .-pl~tlon of ~lnl.t...tIVll~ correat.bll Irrorl.
lf 8nY tax due I' "Id vlthln ttlr" CS) CIII...r eonttl. .nlr the deOIdInt'l ..th, . flvl ~rc.,t (U) dllOOUnt of
thI tax p.ld 11 .Uowed.
Intlrllt .. chIrged bellMlne "Ith flut M1 a' dtiUnql.*IOY, or nl,... ct) eonttle - ani ct) dey f,.. the dlt. of
__th, to the dlt. of fMl"Mt. TpII -.hlch bIcIM dlU".,.,t be'or. .....r1 1, 1912 beer Int.r..t .t the rat. .f
,Ill (6X) ,..roant ~r ..... calcul.t_ .t a dll1v rlta 0' .aUl"'. AU t.... which ~ dtill".,.,t an .... ,n.,.
....rv 1, 19U "Ill bMr Intlr..t at . nta which "UI wrv fr_ C111...r 1ur to cal""" yMr with tNt ...t.
........,... by tN PA I)epIIrtMnt of A.,....,.. TN ..,lIcabl. Intlrllt ret.. far 191Z through 1"5 .rel
'!!!t lntl,..et A.t. DIlly tnt.r..t Factor ~ Int.r..t Rat. Dlllv Intlr..t Factor
lH' "X .100S4a 1911 OX .0OOlU
1905 16% .0D04sa 1961-1991 11X .unGl
1... 11X .0I0JD1 1'" .X .aoolu
lH" ISX .ODISM I"S-l994 n .GaOltz
I'" lOX .010214 1"" OX .000lU
--Int.net II CIIlcul.tad .. faU_"
DJlCCtIfTt
lllTEllEllT . .AWeB OF TAX UNPUD X ICVlIIIEII OF DAYB DELI"QI/EIlT X DAlLY lllTEllEllT FAC'fDR
--MY MaUn It..... .ftl,. the talll bMOMI dtill~t ,,111 r.f1act .., Int.r..t CIIlcul.Uan tD flft.., nS) -.
berand the date 0' tN ........,t. If pI....,t Is .-de .ftlr the Intlr'" COIIPU,.Uon data ehoWn on U.
Motla, additional lnt.rllt ...t be calculltad.
REV. 1470 EX (....),.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWtALIH OF PENNSYLVANIA
.J){PARTMENl Of REVENUE
IUIEAU D. INDMDUAL TAXIS
DEPT. 280601
tWlll1SllURG. PA 11128.0601
DECEDENrs NAME
4
'ILENUMIlER
2-.1 "I c/ . /(;;. ,/
ACN
/." /
SCHEDULE
mM
NO.
EXPLANAnON OF CHANQES
II
I <t. 2- ..V:tl'ldl.~-...J71- j0'-'(~" ~41V1:&-,~~_~.jjl{~...
__ /;-.l~~-df!~___ (/.o'~fcf'J ,:.fc:::1j '~~!:~~:'!~'(~~-!.'::::.
- _L(ft:~:~~_~--:~.~,~.d . .. -. .---_-_::....~~~-_-~~_~.
~:;dJ-;:j._~~r;&~~;,'::,-_2IV71 _~~~::~ft~:..t~.-_.-
__-.J!1h~~A?_- - t.I:~0g---,!!.!4<:~_A:(-r1:C.-!f~1.::~ d4o';/!if'
__.-51!~.e""~~L1::-::,!~.....,..,l.:~tO""'__J!.{._./,tf::~~if___ ...., _.._"
()--
'.
. '.
".-,;1
..J- 'f
, .
..
. ....
',,,",
.,____...,___._.___....__~..____.~_.._'"..._..,.... ,_ v_._..__,..'__ _.._.~ .'.__
._. ._...__..._..~.,,--_.---.______~._____._. ~... _,'F'." __"
_._ ...._ ~'... _~ .,..._......o-_______._~~_~..,..____............ ___.........._...__.__
TAX EXAMINER:
-.:77J'1,,-;..:'/yl/
PAGE
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ESQ
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSVLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
c..-
;*
/.:r-~.'9
BUREAU OF INDIVIDUAL TAXES
IHtIf.:AITAHC[ UX DIVIIION
OEPf. ZlUOI
"AARI.IURa, PA 171,a-0601
....,nUII'ItI'''1
JOHN E SLIkE
SAIDIS ETAL
PO BOX 737
CAMP HILL
08-18-91
SMITH
11-23-94
21 94-1084
CUMBERLAND
201
Allount R.lIltt.d
BERNICE
G
PA 17001
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To in.ur. prop.r cr.dit to your .ccount, .ub.,it th. upp.r portion of thi. for_ with your t.x p.y..nt.
CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
Ri!ii:483--EX--AFP"Coi:;97j-'--..-i-Niificif.OF--DErifRHiiiAfiiiN.AiiD-AiisESS.HENif--...-.---------..----------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF SMITH
BERNICE
G FILE NO.21 94-1084
ACN 201
DATE 08,18-97
ESTATE TAX DETERMINATION
1. Cr.dit For St.t. D..th Tex.. e. V.rifi.d
23,174.00
2. P.nn.ylv.nia lnh.ritanca Tax A......d
(Excluding Di.count end/or Int.r..t)
30.234.63
3. Inh.ritenc. Tax A......d by Oth.r stat..
or T.rritori.. of the Unit.d Stat..
(Excluding Di.count and/or Int.r..t)
.00
4. Total Inh.ritanc. Tax A......d
30.234.63
5. P.nn.ylvania E.tat. Tax Du.
.00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
{.--:'
:".J
n.
If',
N
r.:__.J
I .~
':'P-.
u:
r--
p\
.~~ :;;
t)O
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL DUE .00
_IF PAID AFTER lNIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS TNAN tl, NO PAYNENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY BE
DUE A REFUND. SEE REVERSE SIDE OF TNIS fORN FOR INSTRUCTIONS. I
PURPOSE OF
NOTlCE I
To fulfill thl r.qulr..,n'. of I.ollon U.s Cbl of the Inh.rltMn Met Est,t. hM Act, Act 21 of 1995.
1" P... I.atlon 91~5).
PAyttfNTI
D.tlch the top portion of thh Notlc. end ,ubelt with your pIV.."' to tn. R.gI"'" of Will. prlntld on the
rIVI,.1 ,Id..
.... ".at. ch.ck or un_v ord.r pavabl' tal REGISTER OF MILLS, AOENT.
RU1JHD ICRII
A ,..fund 0' . 'I. cr.dlt ..y b. requested by coaptltlng an "Application for R,fund of P.nn,Ylv~l.
InherltlllKll end Elt.t, hll" (REV.UIS.. Appllutlonl .r. 1..,111_1. It the Offlu of the AI.tster 0' Wnh,
any 0' thl IS A.v~' Ol.trlet Offlc.. or frail the Dlpartaant', 2~.hour an,wlrlng ..rvlcl ~'r' for 'or.. or~rlntl
In p.nn,Vlvanl. 1-100.56'.2050, out,lda P~.ylvlnl. and within local Herr.,burg .r.. (711) la7..09~,
TOOl (7111 17Z-ZZ5Z (H..rlng tap,lr.d Onlyl.
OBJECTIONS' Any Plrty In Inta,...t not ..U,fI.d with thl ........nt of t.. .. .ho,," on thh noUn ..v obJ.ct within
.I.tv (60. dlY. of r.calpt 0' thi. Notlca bVI
."wrIU.., prot..t to tha PA Dapart..nt of R.v~a, IOlrd of ApP...., O.pt. UlOll, Harrisburg, PA \7ua"1021, OR
....I.ctln. to hlv. the ..tt.r det.r.lned at audit of the par.onal rapr.,.nt.Uv., OR
."appe.1 to tha Drphan.' Court.
ADHIH-
IITRATlYE
CORRECTIONS.
Factu.l .rrorl dl.cov.red on thl. .......ent .hould b. addr...ed In writing tOI PA D.part.~t of R.venu.,
lurleu of IndividUal....., ATTHI Po.t Au.....nt A.vl... Unit, D.p', za0601, U.rrhbUrg, PA 17121"0601,
Phone (717) 717-6505. Se. p.,. 5 0' the bookht "In.truatlon. for Inheritance Ta. A.turn 'or I Ralldent
O.ud,"t" IRfY"IS01J 'or Iln ..plan.tlon 0' adalnhtraUvalv corr.atabla arrora.
PENAL TV I
Th. 15X ta. eana.ty non-partlolpltlan panalty I. co.put.d on thl total 0' the ta. ~ Intar..t ......ad, and not
paid ba'ora Jenuary 11, 1996, tha flr.t d.y a,t.r the and of the ta. 1In..ty p.rlod. Thl. non-partlrlp.tlan
penlltv I. appealabla In thtl .... IlMIr and In the thl .... tla. p.riod II you would app..l the ta. Md Int.rut
that hat been .......d a. Indlcatld on thl. notlc..
IHT9E:1T1
For d.te. 0' d.ath on or .ft.r 10..5-91, Penn.ylvanl. E.t.ta la. be,ed on the F~ral Eltlt. Ta.
uturn bleHlI cMllnquant at the lIIlplr.Uon of nine (09) ""the 'rOl thl d.t. 0' delth.
'or dat.. 0' d.ath prior to 10-J.9l, Pann,ylvanl. E.t.tl TI. bl.ad on the faderll E.t.t. T.. return
bee... delinquent It thl ..plullan of light.." UI) aonthl frCHI the dat. 0' ....th.
Ta... which blc..a d.llnquent b.for. January 1, 1'12 b..r Int.ra.t It thl rata 0' .IM I'k) percent par ~
c.lcul.ted at . dally nt. of .0001". All till.' which b.c... dallnquent on or aU.r Janu.ry 1, 1912 will bear
Int.ra.t at . rata which will v.ry frol calandlr ya.r to c.l~ar v..r with ~t rat. ~ed by the PA
Dapart..nt 0' Ravenue. lh1 applJctbl. Intar..t r.ta. 'or 191! through 1991 .r.1
Ya.r Intlrut Aat. a.llv Int.r..t factor V..r Int.r..t R.t. Dallv Int.r..t faator
191Z ZO~ .000541 1981 .~ .000241
191) lOX .aoouI l,al"I991 III ' DOUGl
191" IIX .000301 1992 .~ .DOOZ41
1911 ISX .000356 1995-199" 'X .00019Z
I'" IDX .00027" 19U-I991 .~ .0002U
"'Intan.t I. calcul.t.d e. foll<<*1I
INTEREST . BALANCE OF TAX UNPAIO X NUHBER OF OAYB OELINQUENT X OAILY INTEREST FACTOR
.-Any Notlca S..UId aft.r thl tl. beCOll. dallnquent will ra,l.ct an Int.ra.t calcul.tlon to flft.en 115) dew.
bewand the d.t. of the .......ent. l' p.y.ent I_ .Ida aft.r the Inter..t coaput.tlon d.t. .hoNn on the
Hotlc., addltlon.l Int.r..t au.t be calcul.t.d,
-
/S-6-9
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF DETERHINATIDN AND
ASSESSHENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
BERNICE G
BUREAU Of INDIVIDUAL TAMES
INH[RITAHCE TAX DlVISION
DE:PT. 110601
IWtRIIIURG, Pi 17111.0601
d.-
*
....'U..lI' I....,.
JOHN E SL IKE ESQ
SAIDIS ETAL
PO BOX 737
CAMP HILL PA 17001
08'25-97
SMITH
11-23-94
21 94-1084
CUMBERLAND
202
AMount R..it t.d
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To lnaur. proper credit to your account, aub..tt the upper portion of thie forM with your ta. pay...nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
REii:736-.EX--AFP--{oi:-97l.----.-.-NO-ffcE--OF--DETE.RHiN-Aiio-N.AiiD.AS1iESS-HENir--.---..--.--.-...-.....---.
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF SMITH
BERNICE
G FILE NO.21 94-1084
ACN 202
DATE 08-25-97
ESTATE TAX DETERMINATION
1. Cr.dit For Stet. Death Tax.. as V.rifi.d
23.174.00
2. P.nnsy1vania Inh.ritanc. Tax A......d
CExc1uding Di.count and/or Int.r..t)
30.234.63
3. Inh.ritence Tex As.e.sed by Other Stetes
or T.rritori.. of tha Unit.d Stet..
CExc1uding Di.count end/or Int.ra.t)
.00
4. Total Inh.ritenc. Tex A......d
5. P.nney1venie Eetete Tex Du.
6, Amount of Penn.Y1vanie Eetet. Tex Pr.viou.1y A......d
Ba.ed on F.dere1 E.tat. Tax R.turn
.00
7. Additione1 P.nn.y1vsnie Estet. Tex Due
.00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUHBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMDUNT PAID
u,
('.
r. r'~
,'.J
I_J
, ,
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
'If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED
If TOTAL DUE IS REFLECTED AS A "CREDIT" 'CRI. YOU HAY BE
DUE A REfUND. SEE REVERSE SIDE Of THIS fDHN fOR INSTRUCTIONS. I
'}-' :J
'-'JG
oIf PAID AfTER TNIS DATE. SEE REVERSE SIDE
fOR CALCULATION Of ADDITIONAL INTEREST.
u.
PURPOSI! rw
NOTICE I
To ful,111 the requlr...nta of leollon 1141 (bJ of the J~rlt8nCe end E.t.te ,.. Aot, Aot 11 of 1991. (71 P.I.
IHUon '141).
,A\')ENTI
u-tlOh the top porUon of thl. Netic. end tubIIlt with vour pIW""t to the Raalltar of WU1I printed on the
rI..,e,... .lde.
_.. twce ~ or....v order plVMle tOl REGISTER OF MILLS, AOEHT.
RUUHD etAJI
A r.fund of . ta. credit ..y ba r.queatad by co~l.tlna .n .'ppllc.tl~ for R.fund 0' P~.wlv.nl.
Inherlt~. end E.tat. ,..- (REV-ISIS). application. .r. 8..,ll11b1_ at the O'flcl of the RIIII.t.r 0' WillI,
~y of the IS A.v~ Ol.trlct Dffle.. or fru. the Dep.rt~tt. I.-hour .n.verSng ..rvlc. ~r. for 'or.. orderlngl
In P~.ylv.nl. l-laO-S6Z-ZD50, out.lde Penn.ylvenla end within local Harrl.bur. .r.. (717) ,.,.ID94,
TOOl (117) 77Z-ZZ5Z (H..rlng I~.lred Only).
OIJECTIONSI Any p.rty In 1"'ar..t not .,tl.fled with the .......-nt 0' ta. .. .hown on thl, notle. ..y Object within
alxty (60) d.V' a' r.c.lpt of thl. Hatlc. bYI
..wrltten prot..t to the PA o.p.rtaent of A.venue, loard of Appeal., Dept. 211021, H.rrllburg, PA 1'121.1021, OR
.-aleatlng to hev. the .att.r d.t.r.l~d .t .udlt of th. par.on.1 r.pr..ent.tlv., OR
.-eppe.1 to the Orphan.. Court
AllIIN-
ISTRATlYE:
CORRE:CTlOHS.
factual .rror. dl.cover.d on thl. .......ent ~Id be ~r...ed In wrIting tOI PA Dep.rt.ant of A.v~,
BUrleY of Individual T.w.., ATTNI Po.t A......ant R.vlow unit, O.pt. rl06ol, H.rrl.bUr" PA 171rl-0601,
Phone (717) 71'-6505. S.. p,,, 5 of the bookl.t -In.tructlon. for Inheritance T.. A.turn 'or. R..ldent
Decadent- CREV-IS01) for an .xplanatlon of ~lnl.tr.tlv.lv carract~l. .rror..
ptMAlTYI
The ISX t'M .-na.ty non-p.rtlclpatlon panaltv I. c~t.d on the tot.1 0' the t.x and Int.r..t ......ed, and not
p.ld before J~rv II, 1996, the flr.t d.y .ftlr the and 0' the t.x .-na.tv p.rlod. Thl. non-partlolpltlon
peMltv II appal."'.e In the .... .."".r end In the thl .... U.. p.rlod I' you would ."... the t.. W1d Int.rllt
thet h.. bean .......d a. Indlc.ted on thl. notlc..
INTERElTI
additional Pann.vlvanl. E.t.t. T.w .......d .. . r..ult of . chang. on the fed.r.1 E.t.t. 'a. olo.lng
I.tt.r beeoae. delinquent .t thl ..plr.tlon of one (I) .unth frol the d.t. the fln.1 notlc. 01 the Incr....
In f.dlr.l E.tat. T.. I. r.c.lved.
,.... which bee... d.llnquent befor. January I, 19.2 b.ar Int.r..t .t thl r.t. of .1. 16%) percent p.r ~
c.lculatad et I dallv r.t. of .000164. All t.... which btc... d.llnquent on or .,t.r January 1, l'IZ will baar
Intere.t et I rat. which will v.ry fro. calend.r v..r to cllend.r y..r with that rat. announced bV thl PA
Dap.rtaant 0' A.venue. ThI appllcabl. Int.r..t r.t.. 'or l'lr thr~~ 1997 .r'l
!!!! Int.r.st Rata Oally Int.r..t feotar ~ Inter..t Rat. o.lh Int.r..t f.ctar
nn lOX .00OS41 1.17 9X .00U47
I9IS lOX .0000_ 1'11-1"1 IIX .00OSOI
"14 lIX .00OSOl 1"" 9X .GOU47
1915 ISX .00OS56 199)-1994 7. .ooonr
".. lOX .DDU7" 1995-1'" 9X .OOU'"
.-Int.r..t I. c.lcul.ted .. 'ol1ow'l
IIITEIlEST . BALANCE OF TAX UNPAID X If\IIlBER OF DAYS DELIHQUEHT X DAILY INTEREST FACTOR
..Any Hatle. I.~ Ift.r the t.. beCOle. dlll~t will r.flact an Int.r..t Cllcul.tlon to 'I'tlan (15) d.ys
_yond the data of the .........t. If p.pant II aada .fter the Int.r..t coaputaUan data "*'" on thII
NoUce, .dcUUonal Int.r..t ",.t be calculltad.
\
/5, C, -9
BVREAU OF INDIVIDUAL TA~ES
INHERITANCE TAX DIVISION
DEP'. ZlD6Dl
HARAISIURD, PI. 17121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF RBVENUE
INHERITANCE TAX
RECDRD ADJUSTMENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN E SLIKE ESQ
SAIDIS ETAl
PO BOX 737
CAMP HILL
PA 17001
oZ-lZ-98
SMITH
ll-Z3'94
Zl 94-1084
CUM8ERlAND
101
Allount H..lt ted
v
*'
""'lUll &H 1....11
BERNICE
G
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To inaur. prop.r cradit to your account, lubMlt the upper portion of thla for. with ~our tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REii:isiii-ijf'AFii'io9-:97i'----'.-i'iN'HERi-fANifi'TA'X'RifCORD-.APj-USTifENT"i.-.---..,'----'-,.,',.....----
ESTATE OF SMITH
BERNICE
G FILE NO. ZI 94-1084
ADJUSTHENT BASED ON.
VALUE OF ESTATE I
ADMINISTRATIVE CORRECTION
1. R..l Eat.t. (Schedul. A)
2. stockl and Bonda (Sch.dul. B)
5. CIDa.ly Hald stock/Partnar,hlp Int.r..t (Sch.dule C)
4. "ortaaaea/Not.. Receivable (Schedul. OJ
S. C..h/Sank Oepollt.I"110. P.r.on.l Prop.rty (Schedul. E)
6. Jointly Owned Prop.rty (Sch.dule FJ
7. Tranlfar. (Sch.dul. OJ
a. Total A...t.
DEDUCTIONS AND EXEMPTIONS I
9. Funar.l Expan.e./Adlllnlatr.tlvl Co.ta'
"lle.lleneau. Expan.a. (Schadula H)
Dabt./Hartg.ge Liabilitia./Lian. (Schadule I)
Total Deduotion.
H.t Value of TaK Return
Charitable/Govarnnantal Beque.t., Non-alectad 9115 Tru.t.
Hat Valua of E.t.ta Subjaot to Tax
10.
(91
(lUI
11,
12,
1S,
14.
TAXI
15. A.ount of Lina 14 at Spou.al r.ta CIS)
16. Amount of Line 14 taxabla at Lin.al/Cla.. A rat. (16)
17. A.ount of Lina 14 taxabla at Coll.teral/Cla.. Brat. (17)
18. Principal Tax Dua
TAX CREDITS I
PAYHENT RECEIPT DISCOUNT (. I
DATE HUHBER INTEREST IPEN PAID C-I
OZ-16-95 AAoZZ838 1,578.95
08'ZZ-95 AA048156 .00
ACN 101
UI
(21
ISI
(41
(51
(61
(71
IZ9.900.oo
Z13.776.35
.00
.00
36Z.4IZ.17
70.30Z.40
31. 9Z5. 00
(el
IZZ,880.Z8
115.053.Z5
(111
(121
(151
U41
CSchedul. J)
.00X.03-
563. 38Z ,39 X. 06 -
6.oo0.00X.15-
uel
AHOUNT PAID
30,000.00
8,991.19
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE OZ-IZ-98
808.315.9Z
Z37.933.53
570.382.39
1.000.00
569.38Z.39
.00
33.80Z.94
900.00
34.70Z,95
40 570.14
5 867.19CR
.00
5,867.19CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADOITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" (CRI, YOU HAY BE OUE
A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1
"',,.,.,.,:._.,..c'"
."....v~
PAMHT,
Dat.ch the top portion 0' this Notice Met .ub.1t ..lth your pay.ant altda payabla to tha "a.. and IIddn..
prlntad on t~ ravar.a .Ida.
.- Hua cMck or .onav order paVabl, tOI REGISTER OF WILLS, AGENT.
REFUND CCA)I A ra'und 0' a tlw credit, which .... not r.qu..t.d on the Taw A.turn, .av b. r.qu..t.d bv coapl.tlna an
"Application 'or R.'und of Pann.vlvanl. Inheritance and E.t.t. Taw" CREY-l'IS). Application. ar. .vallabl. at
the D"lca of the Aeal.t.r 0' Will., any of the ZS Revenu. DI.trlct D"lce. or frol tha Depart..nt'. 2~-hour
an....rlna ..rvlca nu.bar. for for.. ordarlngl In Penn,Ylvanla l-100-56Z-Z050, out.lda Penn.vlvanl.
and within 10c.l Harrl.burg ar.a (717) 7'7-1094, TOO' (717) 77Z-2ZS! CHearlna lapalred onlv).
REPLV
TOI
Du..tlon. r.a.rdlng arror. cont.lned on thl. not Ie. .hould be addre..ed tOI PA Dapart.ent of Revenue, Buraau
0' Indlvldu.l T.xa., ATTHI Po.t A......ent Aavla.. Unit. Dept. 210601, H.rrl.burg, Pi 17121-0601, Phone
C7171 717-6505.
DISCOUNT I
I' anv tax dua I. paid within three (5) cal.ndar .onth. after the dec.dent.. de.th, a 'Iv. parcent (S~) dl.count
0' thtl tax p.ld Is .llow.d.
PENALTY I
The ISX t.. .ane.ty non-partlolpatlon penalty I. co.puted an tha tot.l 0' the t.M and Inter..t .......d, and not
paid be for. Jenuary II, 1'96, thl ,Jr.t dav .,tar the and a' tha taM aane.tv period.
INTEREST I
Inter..t I. chargad beginning ..Ith flr.t dav of dallnquency or nln. C,) .anth. and ona (1) day 'roe thl d.t. 0'
death to the data 0' p.v..nt. Tax.. ..hlch b.c... delinquent bafor. January 1, 1.IZ baar Intera.t at the rata of
.IM (6~) p.rcent p.r .nnua c.lculat.d at a dallv rat. of .000164. All taw.. ..hlch beca.. delinquent on and eftar
Januarv 1, 1'112 ..Ill bear Inter..t .t . rate which .,111 very 'ro. cal.ndar vear to calandar ve.r .,Ith that rat.
announced by the Pi Depart..nt 0' Rev.nu.. Tha appllcabl. Inter..t rat.. for 1'.2 through I'" .r"
Vear Int.rut Ra" Dally Intere.t ractor Veer Int.r." Aata Dallv Int.r..t r.etor
1982 ZOX .0ODsn 1987 'X .00OZlt7
1985 16X .OOD4S1 1'11-1991 lIX .uosn
1984 lIX .00OSOI 1992 'X .00OZ47
1985 UX .000556 1995.1"4 7X .000192
1916 lOX .000274 199'-1991 'X .000241
.. Int.re" 1. calculatad a. follo,,"
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlca I..uad aftar the taM beco... dellnqu.nt ..Ill r.fl.ct an lntera.t calcul.tlon to flftean (IS) day.
b.yond the dlle 0' the .......ant. If pay..nt I. ..de a,ter the Int.r..t coaput.tlon data .hown on thl
Hotlce, additional Intarut lU.t ba calculat.d.
ItfV.mOlX......'
.
'W
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTIl OF PENNSYLVANIA
OEPARTMENTOFREVENUE
BUREAU OF INOMOUAL TAxeS
OEPT,280801
I 7128 1
DECEDENT'S NAME
SMITH, BERNICE G.
FILE NUMBER
2194.1084
101
REVIEWED BY
Martha Miller
ACN
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
A 1 ACCEPTED $129,900.00 PER SETTLEMENT STATEMENT.
" A 2 SUSPENDED.
23 SUSPENDED.
~ 24 ACCEPTED $17,718.00 EXPENSES AND COSTS.
"
26 SUSPENDED.
,
~ 27 DELETED PER LETTER 012698.
28 DELETED PER LETTER 012698.
"
H A ADDED $3,903.00.
H B1 INCREASED TO $36,000.00.
H B2 INCREASED TO $26,123.00.
ROW
Page 1
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STATUS REPORT UNDER RULE 6.12
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Name of Decedent: 1 ~~' ~;r if c. SYh I ~
Date of Death:
Will No. Admin. No. 1111/ ~ /08'1-
~
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court RuleB, I report the following with reBpect to completion of
the administration of the above-captioned estate:
1.
State whether agministration of the estate is complete:
Yes No V
2. If the answer iB No, state when the personal
representativ1e reasonab~y believes ,that the administration ~i11 b~
complete: 11_~t:>J97.. Ift'D""/hfJl'LI11 .t1~''p",fl /5 SoIl;,,,, f~", /::Sf-iJf"
-r~.,t i!1v 1,f If "()'1A1.! '<"-!Q.I. '
J. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
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 OrphanPr' Court and may be attached to this report.
Date:
/IllY /.,,,,
. .
~k P Iu,
gnature
~ John .E,,) /'1<'0
Name (Please type or print)
;.51)<. 7 37 (\~"""J II/I /
Address ' V"
(7,-" 7s7 -3f1o~r
Tel. No.
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Personal Representative
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(MAH: rmfl AMJ)
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: R"J:H' 111 ; ~ (" . I') VVr I t/-t-.,
Date of Death: 11/1t;/1,/
Will No. "Ill. 0 I ,} ?-~
Admin. No. '7cJ. IJI()BJC
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Pursuant to Rule 6.12 of the Supreme Court OrphanB'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned eBtate:
1. State whether adminiBtration of the estate is complete:
Yes No L/
2. If the answer is No, state when the personal
representati~e reaBonab1y believes that the administration will be
complete I ...LIJ n.. I :;J (.. D 0
,
J. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
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b. The separate Orphans' Court No. (if any) for
the perBonal representative's account is:
c. Did the personal representative Btate an
account informally to the parties in interest? Yes No
d. Copies of receipts, re1eaBes, joinders and
approvalB of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
;'-1
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Name (Please type or print)
1Jro~ ~M/~...f- 5::~.
Address C7l~f 1-1;//, /JiI' ,I )d1t
(7,7) 7.'?7 - 3(,/(} ~
Te 1. No.
Date I /0/ ~ /ff
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Capacity:
Personal Representative
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STATUS REPORT UNDER RULE 6.12
Name of Decedent I
I~~"lrll('" ~. S V}1/th
1/-.9. q - 91/
Date of Deathl
Will No. .'>\ -qy~
Admin. No. 0 I 0 V </
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 estatel
1. State whether administration of the estate is complete I
Yes No V
2. If the answer is No, state when the perBona1
representative reaBonab1y believes that the adminiBtration will be
complete I l>~ c. ::II I .;J 0 0 0
3. If the answer to No. 1 is Yes, state the fo1lowingl
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.
Datel
/Q/':.' )00
. C1i~ p ~.
~ture
\, ftJ h" E'. s ;,~:e.
Name (Please type or print)
4 ,,? /V7'i>r/t.~ r f .
Address r,7 iVfl A, '//1 ;7, /70//
( ) 7"?7- 3Vtl(-
Tel, No.
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Personal Representative
~ounBel for personal
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(KAHlrmf/AM3)
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
STATUS REPORT UNDER RULE 6.12
PENNSYLVANIA (:;~~
Name of Decedent: Bernice G. Smith
Date of Death: November 23, 1994
Will No. 21-1994-1084
Admin. No.
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II
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Pursuant to Rule 6.12 of the Supreme Court Orphans I
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 ~I No
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
3.
If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes__1 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 ~I No
d. Copies of receipts, releases,
approvals of formal or informal accounts may be
Clerk of the Orphans' Court and may be attached to
joinders and
filed with the
this report.
Date: 101. /Ifk J{) V
I
~
6,,\01
\ of-
S ro ature
Na :-John E. Slike,
I ' . No. 06262
SAIDIS, SHUFF, FLOWER
2109 Market Street
Camp Hill, PA 17011
(71'7) 737-3405
Esquire
& LINDSAY
Capacity:
I' ' l ' c- ,....'
',' d ...(, ~I_X
Personal Representative
2J6nse1 for Personal
Representative
~
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JRDlJuno 30, 1992117858
VEl; 12 iWUlt
In Re: Estlllc of Henllec G. SmUh
LlIle ofCnmllll1ll HOl'ollgh
ORPHANS' COURT DIVISION
COURT or COMMON PLEAS or
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-1994-1084
NO. 21-1994,1084
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT OIU'IIANS' COURT RULE
Personal Representative:
Counsel for Personnl Represcntnlive: John E. SlIke, Esquire
Dnte ofDcccdent's Death: 11-23-1994
Date of Delinquency Notice: 10-08-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6,12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above namcd personal representative nor
the above named counsel for the personnl representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite nOlice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 10-08, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to detennine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 12,09-2002
Distribution: Personal Representative
,Counsel for Personal Reprps,cntutive
Estate rile . ". J
,
11 ,;l,'/,i/-f).,~ ... P;.:!eI.".n.
A hearing is scheduled for i '. fJllt .! .. 'In Courtroom No.3. If the Status Rcport is filed
prior to thc hearing date, the henring willautomlltienlly be ellnee
,..;
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JRDlJullc ,Ill, 1992117858
DEe 12 Z002~
In Re: Estnte ofllernlce G. Smith
Lnte ofCnml) IIl11lJorough
ORPIIANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estnte No,: 21,1994-1084
NO. 21-1994.1084
NOTICI~ OF FAILURE TO FILE STATUS REI'ORT ANI) REQUEST TO CONDUCT A
IIEARING I'URSUANT TO RULE 6.12, SUI'REME COURT OIU'IIANS' COURT RULE
Personnl Representative:
Counsel for Personal Representative: John E. SlIke, ESllu(re
Date of Decedent's Death: 11-23,1994
Date of Delinquency Notice: 10,08,2002
The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6,12,
Supreme Court Orphans' Court Rules, hereby notifies the Orplmns' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above namcd counsel for the personal rcpresentative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the rcquisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules. was given by the Register of Wills on 10-08,2002, and 111IItthe ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigncd requests that a Court conduct a
hearing to detennine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution: Personal Representntive
Counsel for Personal Representative
Estate File
Date: 12,09-2002
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A henring is scheduled for at in Courtroom No, 3, If the Status Report is filed
prior to the hearing dnte, the hearing willnutomntienlly he eanee
George :.
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Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone I (717) 240-6345
Datel 10/08/2002
FERNE SMITH HETRICK
100 SPANGLERS MILL RD
NEW CUMBERLAND, PA 17070
REI Estate of SMITH BERNICE G
File Number I 1994-01084
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET No.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/23/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
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MARY C. LEWIS ~~~
REGISTER OF WILLS '-~~
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Counsel
Judge