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PETITION FOR PROBATE and GRANT OF LEnLRS
No. JI-/CICfu",:j5CJ
To:
Il""" D. Smlt b
Registc:r of Wills for the
Deceastd. County of ClImbt'rland In the
Social St!curity No. 1 ')1> II,-OH 1 " Commonwealth of Pcnnsylyanja
The petition of the undcrsilllled respcctfuUy represcnu that:
Your petitioner(s), who is/are 18 years of age or older an the exCCUI "r
in the wt will of the aboye decedent, dated Ill'! nhpr I
and codlcills) dated
named
, 19~
(lwe relcvtnt drcum.st.anoc:s, e... ,eoundatioD, da1b of executor, ctc..)
Decendent was domiciled at dc::lth in Cumherland County Pennsylvania, with
h 's last family or principal residen~ at 305 16th Str..et. ~Ie\l (;umher and
Hnrol'"h. PA
(Un wee!. DWIlber IDd lDundpalily)
Decendent. thcn-1Jl__vcarsofage, died' ~Iarch 6 ,1996
at lIarriHburg IIUHpit.ll, lIarrlH"burg, J'I\ .
Except as foUows. decedent did not marry, was not divorced and did not haye a child born or adopted
after execution of the wiU of(erc.i for probate; was not the victim of a Ir.illing and was never adjudicated
incompetent: nl> except I nn
~dent at dc::lu~ owned property with estimated yalues as foUows:
(If domiciled In Pa.) All personal propeny
(If not domiciled in Pa.) Personal property In PcnII.ly(yania
(If not domiciled In h) Personal property In County
Value of real cswe in Pcnnsylyania
situated as foUows:
s
s
s
s
%.000.
N/^
N/A
o
WHEREFORE, pctitioncr(s) respectfully requates) 'the"probate"of' lIIe'laSt WiII'Uid"Codici1(sj"
presented herewith and lIIe grant of letter< to's tamen t arv
(test.amcnwy; adm.inistntioa C.I.L; AlfminidnOoo d.h.D.C.l....)
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Dallphin Deposit lIank & Trusl
Compn I~Y /"
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Rohert L. Keck. Asst. Vice
President/ Trnst Officer
Post Office 1I0K 29bl
""rrjshllr~. i'A 17105-29hl
(Mall Cnde 001-02-05)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVA..'l/1A } as
COUl'I1Y OF illmherland
The petition~r(s) above,ca:ned swear(s) or affum(s) that the statcmenU in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioccr{s) and that as personal reprcscn-
tativc(s) of the above dccede..t pctitioner(s) will weU and truly admini.ster the cswe, according to law.
Dalll'h f n Del'os I t jlallK and TnJst Company.
Sworn to or affmned and subscribed Ill': " I ",/ .'i, I! r! c"
before me this ~:> t!, day of ~ I i
' ---l!^RCII _ ,. 19-9.L ' !!.
. "(I'Il\';I,.tJ".i.I,(..I'''\~'I!''/I''J"I .il,. ~
} 5 .tj3-Lr ' M^RY of!: LE\'Il~'Register '/' -e.
No. (~J -/CfqfJ? - J5Cj
Estate of
H"HH Il. Smith
,Deceased '
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW M^ RCI! 28 19 l)(, ,In conslderatloD of the petitioD OD
the revcnc side hereof. satisfactory proof baYina bcco preseDted before me,
IT IS DECREED that the insuumrnt(s) dated OCTOI3ER 1. 19B6
described therein be admilled to probate and med of record as the last will o'f
, ROSS D SMlTI!
and Letters 'T'F.~1'^Mr.~l'rJ\ py
areherebygraotcdto D^UPHIN DEP0SJT B^NK [" TRUST rn
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'v)t~ 4 ~I (~{>u 1-:) /'1', ~(.?J7fV(/1lIl)
M^RY C. LEWlS IlqlslaolWills ,lj/)ffj-
FEES
Probate, Letters, Etc. ......... S 200.00
~'lfil~cat~dg~"""" s ~~o80
RcnuncUudon ................ S
JCP S 5.00
TOTAL_! 22J.66
Filed ... .t1ARCU. .2S.,.. J.99.6........... :
Jam"" N. nnch
1118727
ATTORNEY <SuI>. Q, LD. No.)
352 South Sporting 11111 Road
N"chnnicsburg, I'A 17055
ADDRESS
(717) 737-2033
PHONE
LETTERS ^ND ORDER WERE M^lLED TO THE B^NK.
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH t VITAL RECDRDS
CERTIFICATE OF DEATH
.........OIDlICCDINTI..-......
" R044 O. Smith
AGoI......-., ~IYIN'l
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o PA CUmato~
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B-tuce Ill, Smith
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New CumbM land
, PA 17070
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simultaneous disaster, or [ails to survive my death by t,hirty (30)
days, then I give, devise and bequeath her portion of this Last
will and Testament to the following named individuals, share and
share alike, per, stirpes: DAVID R. SMI1'1I, CATHERINE L. PERRONE,
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PATRICIA A. MORRIS, TINA L. UIILER.
ITEM 4.
I nominate and appoint the DAUPHIN DEPOSIT
BlINK AND TRUST' COfolPANY,
ils successors and assigns as Executor' of
this my Last Will.
ITEM 5. I direct that my personal representatives, as
well as their successors, shall not be required to give bond for
I the faithful performance of their duties in any jurisdiction.
\ ITEM 6. I grant to my personal r'epresentatives herein
,
,
I named, in addition to, but not in limitation of those powers vested
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: by law, to be exercised without prior application to or approval
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II of any court, the power and authority to retain indefinitely any
~ property, to invest and reinvest any assets or the proceeds derived
1 from the sale of assets, although said investments may not be of
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the character ?rescribed by law, to sell,
, and encumber any pl'oper'ty, to pay, settle
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convey, asslgn, trans er I
or compromise all claims'l
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to make distribution or divisions in cash or in kind, and in
general to exercise all powers in the management of any property
hereunder whi.ch any individual could exercise in the management
I of simi.lar property owned in his own right, and to execute and
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de1i.ver any and all instruments and to do all acts which may be
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ROSS D. SMITH
END
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JA)IRH Sf. UACJI
AnORNlY AND I
COUNULOR AT LAw
,
! :In I, '''ORTINO HILL Roj
~fCH"'HIC"URO. j
"ENN" 170SS \
UL 1717i 7n.20U
-2-
CERIIilCAIlOlLOL.NOnCE_UNDER....RU1E-5..6_(II)
Name of Deccdcnt: --Ro.llS.J).,-SmHh
Date of Death:
I1ax:t.L6., 1996
Will No.
1996-00259
To the Registcr:
I certify that the notice of bcneficia1 interest requircd by Rule 5.6 (a)
of thc Orphans' Court Rules was scrved on or by mail to the following
beneficiaries of the above-captioned Estate on April 3, 1996:
Name
Address
Mary E. Smith
305 16th Street. New Cumberland. PA 17070
David R. Smith
P. O. Box l308. Shephardstown. WV 25443
Catherine L. Smith. 6105 W. Marcy Lane. Greenfield. WI 53220-3053
formerly known as Catherine L. Perrone
Patricia A. Prochnow. 6105 W. Marcy Lane. Greenfield. WI 53220-3053
formerly known as Patricia A. Morris
Notice has now been given
(a) except, No Exceptions.
Date: April 3. 1996
to all persons entitled thereto under Rule 5.6
1--'~// 1/'
".. / /,. c__ .L~ Lt.. ~'\'/' '~~T'
Signat re Robert L. Keck
Title Assistant Vice President and
Trust Officer
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Name: Dauphin Deposit Bank and Trust Company
Address: P.O. Box 2961, Harrisburg, PA
17105-296l
Telephone: (717) 255-2148
Capacity:~ Personal Representative
Counsel for personal
Represen ta ti ve
Copy: James M. Bach, Esquire
352 So. Sporting Hill Road
Mechanicsburg, PA 17055
Estate of: Ross D. S,nith
Date of Death: 03/06/l996
County: Cumberland
No: 1996-00259
$25 U.S. Treasury Savings 92.23
Bonds Series E dated 03/73
$25 U.S. Treasury Savings 88.27
Bonds Series E dated 03/74
$25 U.S. Treasury Savings 85.20
Bonds Series E dated 03/75
$25 U.S. Treasury Savings 117.48
Bonds Series E dated 04/69
$25 U.S. Treasury Savings 92.23
Bonds Series E dated 04/73
$25 U.S. Treasury Savings 118.63
Bonds Series E dated 05/69
$50 U.S. Treasury Savings l84.46
Bonds Series E dated 05/73
$25 U.S. Treasury Savings 83.52
Bonds Series E dated 05/75
$25 U.S. Treasury Savings 115.38
Bonds Series E dated 06/69
$25 U.S. Treasury Savings 95.55
Bonds Series E dated 06/7l
$25 U.S. Treasury Savings 92.55
Bonds Series E dated 06/72
$25 U.S. Treasury Savings 89.76
Bonds Series E dated 06/73
$25 U.S. Treasury Savings 96.32
Bonds Series E dated 07/71
$25 U.S. Treasury Savings 93.45
Bonds Series E dated 07/72
$25 U.S. Treasury Savings 96.49
Bonds Series E dated 08/71
$25 U.S. Treasury Savings 86.72
Bonds Series E dated 08/74
$25 U.S. Treasury Savings 83.71
Bonds Series E dated 08/75
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Estatc of:
Date of Death:
County:
No:
Ross D. Smith
03/06/1996
Cumberland
1996-00259
$25 U.S. Treasury Savings 111.. 16
Bonds Serlcs E dated 09/70
$25 U.S. Trcasury Savings 96.1,9
Bonds Scries E dated 09/71
$25 U.S. Treasury Savings 93.66
Bonds Series E dated 09/72
$25 U.S. Treasury Savings 90.84
Bonds Series E dnted 09/73
$25 U.S. Treasury Savings 90.84
Bonds Scries E dated 09/73
$25 U.S. Treasury Savings 116.77
Bonds Series E dated lO/69
$25 U.S. Treasury Snvings 114.16
Bonds Series E dated lO/70
$25 U.S. Treasury Savings 90.84
Bonds Series E datcd lO/73
$25 U.S. Treasury Savings 84.20
Bonds Series E dated 10/74
$25 U.S. Treasury Savings 116.77
Bonds Series E dated ll/69
$25 U.S. Treasury Savings 114.16
Bonds Series E dated 1l/70
$25 U.S. Treasury Savings 93.66
Bonds Scries E dated 1l/72
$25 U.S. Treasury Savings l21. 90
Bonds Series E dated 12/68
$25 U.S. Treasury Savings 115.07
Bonds Series E datcd 12/69
$25 U.S. Trcasury Savings 110.28
Bonds Scries E datcd 12/70
$25 U.S. Treasury Savings 85.2l
Bonds Scries E dated l2/74
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PRINCIPAL
Receipts:
Per Inventory Filed or IIn1nnce of Prior Account
This Account
Net Gain (or Loss) on Sales or Other Disposition/principal
Less Disbursements: Debts of Decedent
Funeral Expenses
Administration Expenses
Federal/State Taxes
Fees & Commissions
Family Exemption
5,570.90
0.00
789.11,
4,006.96
11,800.00
0.00
l'IlBe
123,368.77
110.86
3
3
(4,022.03) 4-l0
.................................. ..
119,457.60
11
11-12
12
12
Balance before Distributions
................................................................ ..
22,167.00
Distributions to Beneficiaries
Principal Balance on lInnd
For Information:
Investments Made
Changes in Investment Holdings
INCOME
Receipts: Per Prior Account Filed
This Account
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 lIoldings
97,290.60
6,625.00
13
................................ ...
90,665.60
14
0.00
5,292.87 15-16
0.00
....-----------
5,292.87
276.92 17
----...--..-----
5,015.95
0.00
..---....---....--
5,015.95 18
Combined Balance on lIand 95,681. 55
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GAINS ANIl LOSSES ON SALES OR OTHER IlISI'OSITIONS/I'IHNCJI'AL
1996-01.-19 $l6,855.18 Ilauphln Ileposlt
Bank and Trust Company
Certificate of Ileposit
#8100174768 4.25% due 6/6/98
Net Proceeds 16,855.l8
Fid. Acq. Value 16,855.18
1996-04-29 638 shares Exxon Corp Common
Net Proceeds 53,1,92. l6
Fid. Acq. Value 52,355.88
1996-04-29 450 shares Loews Corp Common
Net Proceeds 33,375.28
Fid. Acq. Value 38,390.63
1996-04-29 73 shares PNC Bank Corp Common
Net Proceeds
Fld. Acq. Value
2,l29.l7
2,272.13
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated l2/68
Net Proceeds
Fld. Acq. Value
l21.90
l21. 90
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated l/69
Net Proceeds
Fid. Acq. Value
121.89
121. 89
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 10/69
Ne t Proceeds
Fld. Acq. Value
116.77
116.77
.1. _
'.
Gain
0.00
1,136.28
0.00
0.00
0.00
0.00
0.00
Loss
0.00
0.00
5,Ol5.35
l42.96
0.00
0.00
0.00
1996-07-12 $25 U S Trell"ury SlIvlnlls Ilonds
Serles E dllted 10/70
Net Procccdn 111,.16
Fld. Acq. Vlllu,' 111..16 0.00 0.00
1996-07-12 $50 U S Trellsury SlIvlnBs Ilonds
Serles E dllted 10/72
Net Proceeds 187.32
rid. Acq. Vlllue l87.32 0.00 0.00
1996-07-l2 $25 U S Trellsury SlIvinBs Ilonds
Series E dated lO/73
Net Proceeds 90.84
rid. Acq. Value 90.8/, 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 10/74
Net Proceeds 84.25
Fid. Acq. Value 84.25 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Ilonds
Series E dated ll/69
Net Proceeds 116.77
Fid. Acq. Value 116.77 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated ll/70
Net Proceeds lll..l6
Fid. Acq. Value 114.16 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 11/72
Net Proceeds 93.66
Fid. Acq. Value 93.66 0.00 0.00
1996-07-12 $50 U S Treasury Savings Bonds
Series E dated ll/73
Net Proceeds 181. 68
Fid. Acq. Value 181.68 0.00 0.00
-5-
1996-07-l2 $50 U S 1'rPlIsury SavingH Jlllnds
Series ~ daled 11/74
Net Proceeds 170.02
F1d. Acq. Value 170.02 0.00 0.00
1996-07-12 $25 U S Treilsury Savings Jlonds
Series E dated 12/69
Net Proceeds 115.07
Fld. Acq. Value 115.07 0.00 0.00
1996-07-12 $25 U S Treilsury Savings Bonds
Series ~ dated 12/70
Net Proceeds 110.2B
Fld. Acq. Value 110.28 0.00 0.00
1996-07-12 $25 U S Treilsury Silvings Bonds
Series E dated l2/74
Net Proceeds 85.2l
Fid. Acq. Value 85.21 0.00 0.00
1996-07-l2 $25 U S Treasury Silvings Bonds
Series E dated l/74
Net Proceeds 88.27
Fid. Acq. Value 88.27 0.00 0.00
1996-07-12 $50 U S Treilsury Savings Bonds
Series E dated l/75
Net Proceeds l70.40
Fid. Acq. Value l70.40 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 2/69
Ne t Proceeds 121. 89
Fid. Acq. Value l21. 89 0.00 0.00
1996-07-12 $50 U S Treasury Silvings Bonds
Series E dilted 2/73
Net Proceeds l84.46
Fid. Acq. Value 181..1,6 0.00 0.00
-6-
1996-07-l2 $50 U S Trensury Snvlngs Bonds
Series E dated 2/74
Net Proceeds 176.51,
Fid. Acq. Value 176.51. 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 2/75
Net Proceeds 85.20
Fid. Acq. Value 85.20 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 3/73
Net Proceeds 92.23
Fid. Acq. Vnlue 92.23 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 3/74
Net Proceeds 88.27
Fid. Acq. Value 88.27 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 3/75
Net Proceeds 85.20
Fid. Acq. Value 85.20 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 4/69
Net Proceeds 117.48
rid. Acq. Value 117.48 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 4/73
Net Proceeds 92.23
rid. Acq. Value 92.23 0.00 0.00
1996-07-12 $50 U S Treasury Savings Bonds
Series E dated 4/75
Net Proceeds 165.41,
Fid. Acq. Value l65.1,4 0.00 0.00
-7-
1996-07-l2 $25 U S Trensury Snvinlls lIonds
Series E dnted 5/69
Net Proceeds l1S.63
rid. Acq. Vnlue l1S.63 0.00 0.00
1996-07-l2 $50 U S Treasury Snvings Bonds
Series E dnted 5/72
Net Proceeds 190. l2
Fid. Acq. Vnlue 190.l2 0.00 0.00
1996-07-l2 $50 U S Treasury Savings Bonds
Series E dated 5/73
Ne t Proceeds l84.46
Fid. Acq. Value lS4.1,6 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 5/75
Net Proceeds 83.52
Fid. Acq. Value 83.52 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 6/69
Net Proceeds 115.38
Fid. Acq. Value 115.3S 0.00 0.00
1996-07-12 $50 U S Treasury Savings Bonds
Series E dated 6/70
Net Proceeds 225.56
Fid. Acq. Value 225.56 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 6/71
Net Proceeds 95.55
Fid. Acq. Value 95.55 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 6/72
Net Proceeds 92.55
Fid. Acq. Value 92.55 0.00 0.00
-S-
1996-07-l2 $25 U S Treasury Savill!:" Ilonds
Serie" E dated 6/73
Nut Proceeds 89.76
Fld. Accl. Vall", 89.76 0.00 0.00
1996-07.12 $50 U S Treasury SavinBs BOllds
Series E dated 6/75
Net Proceeds 167.1.2
Fld. Acq. Value 167.1.2 0.00 0.00
1996-07-12 $25 U S Treasury SavinBs Ilonds
Series E dated 7/71
Net Proceeds 96.32
Fid. Acq. Value 96.32 0.00 0.00
1996-07-12 $25 U S Treasury Savings Bonds
Series E dated 7/72
Net Proceeds 93./,5
Fid. Acq. Value 93./,5 0.00 0.00
1996-07-l2 $50 U S Treasury Savings Bonds
Series E dated 7/75
Net Proceeds l67.42
Fid. Acq. Value 167.42 0.00 0.00
1996-07-l2 $50 U S Treasury Savings Bonds
Series E dated 8/69
Net Proceeds 233.53
Fid. Acq. Value 233.53 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 8/7l
Net Proceeds 96.1.9
Fld. Acq. Value 96 ./.9 0.00 0.00
1996-07-12 $50 U S Treasury SavinBs BOllds
Series E dated 8/72
Net Proceeds 187.32
Fld. Acq. Value 187.32 0.00 0.00
-9-
1996-07,12 $25 U S Treasury Savinl;s 1I0nds
Series E dated 8/74
Ne t Proceeds 86.72
Fld. Acq. Value 86.72 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 8/75
Net Proceeds 83.71
Fld. Acq. Value 83.71 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 9/70
Ne t Proceeds 114.l6
Fid. Acq. Value lll..16 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 9/7l
Net Proceeds 96.49
Fid. Acq. Value 96.1,9 0.00 0.00
1996-07-l2 $25 U S Treasury Savings Bonds
Series E dated 9/72
Ne t Proceeds 93.66
Fid. Acq. Value 93.66 0.00 0.00
1996-07-l2 $50 U S Treasury Savings Bonds
Series E dated 9/73
Net Proceeds 181. 68
Fid. Acq. Value 181. 68 0.00 0.00
1996-07-l2 $50 U S Treasury Savings Bonds
Series E dated 9/74
Net Proceeds 173.1,4
Fid. Acq. Value l73.1,4 0.00 0.00
Total Gains and Losses/Principal
Less Loss
1,136.28
5,158.31
5,l58.3l
Net Gain
(1.,022.03)
-10-
IlJSBURS~:MENTS OF PRJNCII'AI.
Ilcbts of Ileccdcnt:
1996-07-09 A.Z. Rit~man Assoclatcs, Inc.
_ Physician Service Expensc
11.. 18
1996-07-23 Ilauphin Ileposit Bank and Trust
Co. - Pay of[ loan for Homc
Equity Line of Crcdit
1,,39/,.28
1996-07-24 Mary E. Smith - Reimbursement
for Ilauphin Deposit Bank and
Trust Co. loan for Home Equity
I.lne of Credit
700.00
1996-0S-29 Bank One - One Half Balance on
Visa Card Account
#4266-S699-98l6-4S09
l79.9/,
1996-08-29 Bank One - One Half Balance of
Continental Airlines Charge to
Visa Card Account
#4266-8699-9Sl6-4809
282.50
--.....------
5,570.90
Administration Expenses:
1996-03-26 Cumberland County Register of
Wills - Cost of Probate
223.00
1996-04-23 Cumberland County Register of
Wills - Cost of Two Short
Certificates
6.00
1996-05-01 George Haar Auctioneer
Appraisal Fee For Personal
Property
75.00
1996-06-05 Cumberland Law Journal - Cost
of Advertising and Proof of
publication
60.00
1996-06-27 Patriot News Company - Cost of
Advertising and Proof of
publication
l61.1I,
1996-l2-03 Cumberland County Register of
Wills - Cost of Filing I'a
Inheritnnce Tax Return and
Inventory
37.00
1996-l2-l0 Cumberland County Register of
Wills - Additional Filing and
Recording Fees
70.00
-11-
Reserves:
Reserve for Fll ing Fee
l55.00
Reserve for Notary Fee
2.00
----.-----..--
789.l4
Federal and State Tnxes:
1996-06-04 Cumberland County Register of
Wills - Pa Inheritance Tnx
Payment to Receive 5% discount
3,300.00
1996-06-04 Cumberland County Register of
Wills - Pa Inheritance Tax
Payment for Jointly Owned
Series E Bonds with David R.
Smith
110.86
1996-12-03 Cumberland County Register of
Wills - Balance due on Pa
Inheritance Tax
596.l0
----...------..-
4,006.96
Fees and Commissions:
Dauphin Deposit Bank and Trust
Co. - Executor's Fee
5,900.00
James M. Bach - Attorney's Fee
5,900.00
11 , 800 . 00
-------------
........................ ..
Total Disbursements of Principal
22,167.00
-------------
-12-
DISTRIBUTIONS OF I'RINCll'AI. TO IlENI'FICIARIES
1996-05-01
Mary E. Smith
Dynasty as per
the Will
1990 Dodge
Item Three of
6,625.00
.-----...---- 6,625.00
Total Distributions of Principal
6,625.00
-------------
-13-
PRINCIl'AL MUNCE ON llANO
Currcnt
Valuc
05/05/97
Fiduciary
Acquisition
Valuc
.............. ..
........................ ..
Cash:
Capital Rcscrvc Account
90,665.60
90,665.60
........................ .........................
90,665.60 90,665.60
------------ ------------
-l4-
RECEIPTS 01' INCOME
1 Interost:
j 1996-01,-l9 $l6,855.l8 Dauphin Deposit 911.32
I
I Bank and Trust Company
, Cortificate of Deposit
I #8100l74768 4.25% due 6/6/98
i 1996-05-01 Capital Reserve Account 42.66
I
I
i 1996-06-03 Capital Reserve Account 424.lS
'I 1996-07-01 Capital Reserve Account 376.27
;\
.' 1996-07-12 $25 U S Treasury Savings Bonds 2.44
~ i Series E dated l2/68
1996-07-12 $25 U S Treasury Savings Bonds 2.52
Series E dated 10/74
1 : 1996-07-12 $50 U S Treasury Savings Bonds 5.l0
Series E dated 11/74
1996-07-12 $25 U S Treasury Savings Bonds 2.30
Series E dated 12/69
1996-07-12 $25 U S Treasury Savings Bonds 4.14
i Series E dated 12/70
1996-07-12 $25 U S Treasury Savings Bonds 2.56
Series E dated 12/74
1996-07-12 $50 U S Treasury Savings Bonds 5.54
Series E dated 2/73
1996-07-12 $25 U S Treasury Savings Bonds 4.41
Series E dated 4/69
1996-07-12 $50 U S Treasury Savings Bonds 4.96
Series E dated 4/75
1996-07-12 $25 U S Treasury Savings Bonds 4.44
Series E dated 5/69
1996-07-12 $25 U S Treasury Savings Bonds 2.50
Series E dated 5/75
1996-07-12 $25 U S Treasury Savings Bonds 2.31
Series E dated 6/69
1996-07-12 $50 U S Treasury Savings Bonds 8.46
Series E dated 6/70
-15-
1996-07-12 $25 U S Trellsury Sllvln/ls Ilondll 3.1,6
Series E dllted 6/71
1996-07-12 $25 U S Trellsury Sllvlngs Bonds 2.77
Series E dnted 6/72
1996-07-l2 $25 U S Trellsury Savings Ilonds 2.69
Series E dnted 6/73
1996-07-12 $50 U S Treasury Savings Bonds 5.01,
Series E dated 6/75
1996-07-12 $25 U S Treasury Savings Bonds 2.89
Series E dated 7/7l
1996-07-12 $25 U S Trensury Savings Bonds 2.80
Series E dated 7/72
1996-07-l2 $50 U S Treasury Savings Bonds 1,.65
Series E dated 8/69
1996-07-l2 $25 U S Treasury Savings Bonds 2.89
Series E dated 8/7l
1996-07-12 $50 U S Treasury Savings Bonds 5.62
Series E dated 8/72
1996-08-0l Capital Reserve Account 458.41
1996-09-03 Capital Reserve Account I,lS. SIt
1996-l0-02 Cnpital Reserve Account 428.63
1996-11-05 Capital Reserve Account 431.23
1996-12-04 Capital Reserve Account 405.l2
1997-01-06 Capital Reserve Account 432.28
1997-02-03 Capital Reserve Account 436.66
1997 -03-01, Capital Reserve Account 394.04
1997-04-03 Capital Reserve Account 436.28
1997-05-05 Capital Reserve Account 432.76
....-----......--- 5,292.87
........................ ..
Total Receipts of Income 5,292.87
-------------
-16-
PROPOSED IlISTRIIIUTIONS TO IIENIWIGIAltlES
Currcut
Vnlue
05/05/97
Fldllclnry
Acqlllflltlon
Vnlue
................ ..........................
To: Mnry E. SmIth - 1\3 shnre
of Residue ns per Item 3.1 of
the Will
Principnl
Cnsh
Less Automobile
Income
32,1,30.20
(6,625.00)
32,430.20
(6,625.00)
..-.......--..
Cnsh
1,671.97
1,671.97
........................ ........................
27,477.17 27,477.17
------------ ------------
To: David R. SmIth - 1\3 of 2/3
share of Residue as per Item
3.2 of the Will
Principal
................ ..
21,620.13
21,620.13
Cash
Income
Cash
1,111.. 66
l,114.66
---..-------- ------------
22,734.79 22,734.79
------------ ------------
To: Patricia A. Prochnow formerly known
as Patricia A. Morris 1\3 of 2\3
share of Residue as per Item
3.2 of the Will
Principal
Cash
Income
2l, 620.11.
21,620.14
................ ..
Cash
1,111.. 66
1,114.66
..----------- ------------
22,734.80 22,734.80
------------ ------------
-19-
.
AJ-'J-'IDAVIT
Dauphin Deposit Bank and Trust Company, Executor under the Last
Will and Testament of ROSS D. SMITII, deceased, hereby dcclares under
oath that it has fully and fnithfully discharged the duties of
its office; that the foregoing Account Is true nnd correct and
fully discloses nll significant transactions occurring during the
accounting period; that all known clnlms against the Estate have been
paid in full; that, to its knowledge, there are no claims now
outstanding against the Estate; that all taxes presently due from
the Estate have been paid; and that more than four months have elapsed
since the first complete advertisement of the granting of letters in
this Estate.
b.,-'-//~'7 kz.f 4uf"t1ii'
Diuphin Deposit Bank and ~:;t Company
Subscribed and sworn to by
I
i
,
NOla,lal Seal
MaIY Ann Anderson. Notary Public
Harrisburg. Dauphin Coon!}'
My Commlsslol1 Expires Oct. 30. 1998
~ ~n;"~<'>ldm:lnol~ri09
-21-
I .,
';' :;
(.
IIIV. !!llllll... (1.'14)
F1[[ NUMOm
1'>111,1111' . I fill">! 1" 'Ill ','i \1,'", HI' . Itllll
_;~;~';.~~'i~J.:__~:l'U-'::. "1,','1 \' [~:I
CAD
H P l
E PO
C R C
K 0 K
P S
C P
o 0
R N
R D
E E
5 N
- T
1 0\.,..111NWI Al III Of 1'1 flN',VI VANIA
1lll'I\HTMI NIIII III VI "'Ill
1111'1.1"1""11
II^fllll~, IUflli.I'A 'f'l~ 1I",lll
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
",',IY1',lil
/ 1 'I#). Ill',')
'IAll
~jIJ'JHI II
D
E
C
E
D
E
N
T
Of LItH N "'j N^'~I (l A', T. 1111', l,lI'tlJ .... I lHll I It.,1I II\l )
Smll h, Hn'''; Il.
1111 I III '.", I "'/I'! I 11 IdHll1l ".
'jOCtAl 'il culll'''' rHJMlI1 II
!JAil III [It Altt 1l^1/ (II l\Illll!
W') Hilla SII"l'('1
NI'W Cllmh., r I dlld, "^ ) 10 III
Tn trHON( NUMllfll
717 255.?J1,8
1. Rool Eololo ISchod.,lo A) (1)
2. Stock" ond Bond" (Schod.,!o B) (2)
3. CrmlOly Hold Slock/Pmll1omhip Inlcresl (Schodulo Cl (3)
4. Mortgaqo!J and Nolo!> Rocolvablo (Schodulo Dl (4)
5. Ca5h. Bank DOp05its & Miscollanoow. P0I5onal Properly {Sch. EI (5)
6. Jointlv Ownod PfoperlV (Schodlllo F) (6)
7. Translom (Schodule G) (Schodulo l) (7)
8. Tolnl Gros!i A5S0lS (Iolal Uno5 1-7)
9. FunOlal EXP0I1505. Admlf1lslrahvo Casls, MI5cotlllnfJOtl5
Expansos (Schedulo H)
10. Dabts, Mortgago liablllllos. Lton5 (Scl1ndule I)
11. Tolnl Doducllon5 (Ialal Linos 9 & 10)
12. Nol Value at Eslale (Une 0 mU1U5 Line 11)
13. Charllablo and Govornmcnlal Boqllo515(Schoduro J)
14. Nol Valuo Subjocllo Tax (Lino 12 mmus Line 13)
15. Spousal Translers (lor dalos 01 doath alter 6-30-94)
500 Ins!rucllons lor Applicable Percentago on page 2.
(Include values horn Schedule K or Schodulo M.)
16. Amount 01 Uno 141axablo alG% ralo
(Includo valuQs from Schodulo K or Sctmdulo M,)
17. Amounl 01 Lino 14 laxablo at 15% 'alo
(Includo valuos from Schodulo K or Sctmdulo M.)
18. PrincIpal lax duo (Add lax horn lIno 15, 16 and 17.)
19.CredI15/Sp Poverty Pilar Paymonl5 DI5count
+ 3,1110.86 + 179.57
20. II Lino 19 IS qroalor Il1an Uno 10, ontor Iho dlllerollcn on lino 20, ThIn In Iho OVERPAVMENT.
~ D IChOCk horo If you aro requostlng a refund of your overpayment.1
21. IIllno 10 IS groater Ihan Uno 19, enter 1110 dlllcroncn on linn 21. T/115151110 TAX DUE.
A. Enler Iho Inlorost on 1110 bnrnllco duo on Uno 21A
B. Enler tho tolal 01 Uno 21 and 21A on Uno 21B. ThIs t!.lho BALANCE DUE.
Mako Chock Pa ablo to: Re Ister of Wills. A ent
.. .. DE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
5In~.f.lJRf:OF rrrp-ioN n[~PON~~l~Lr ron rrllNnn( TullN
1'7 / -' /./(.., l/l r"
1 ')(,.11,.081',
01/0(,/1 '1'1(, 0'1/10/1 '17',
".,"!~ CUlIlht'r I illld
(If AI'PIICAlllll~ilJnVIVI~1l ~',"(lllr,f .', NII\~~ It 11.',1,1111';1 A'j[) VI[lllll 1',11111;)
',"I Ii'll ''I l.Ullll'V ~!J'''III II
M"lII'JNllll CliVI {JI';! I 1'-jr,Tfl\Jr;tl(J~r,)
RWl1atl1dm RnlUlI1
(lor dolo:. 01 dnalh pilar 1012-13-02)
Fudmill E:,lato Tax Roturn Roquired
Total Number 01 Salo OOpO~'i1t Box05
alld Trust Company
(e)
125,313.57
Smj tho flarv E.
X 1. Ollqlllnl Rotum
4. limllod E!itato
1M, ~H,O\(d
(11)
(12)
(13)
(14)
21.613.68
103.699.89
2. Supp!ollUJllIal RlJIWfl
4a. FUltllO Inlmu:;t COlllprOr1lI!;U
(lor dale:; 01 dualh allm 12-12-02)
[]] 6. Oocedolll Olud TU51JIO D 7. D(lcudonl MallllalFlnd allVlnq Tru!,t
(AUnch copy 01 Willi (Allach a copy 01 Trw;1)
ALL CORRESPONDENCE AND CONFIDENT'AL TAX INFORMATION SHOULD DE DIRECTED TO:
o 5.
1 8.
~~IIV[
Hohprt L. Kcck, Asst. VieC' PrC'!;id('ut
(O\~PU tt P>JAIII'~(j II[J{HH S~
Ilauph j II Il,'p"'; j I /lallk
21] Market Strr>et
lIanlshur'. I'A 17101
NOllC'
9fl, 8',(, .07
NOlle
NOlle
2],512.75
1,9"',.80
Notw
103.699.89
(15)
B.925. )5 x~.
I, ,186.1,8
SIGNATuR( or "H(rMI[ f1 OTtlr Il tllll"'4 IIF PHE ':or NT ATlvr
R
E
C
A
P
I
T
U
L
A
T
,
o
N
(9)
}(, ,()I,2. /8
(10)
5 , 5 III , 90
0.00
69.771, . /1, X ,00 .
Copyllghl(e:j 19<14'nnn sollw.t,ponly cr:;y)ll'ms. Ine:
(16)
T
A
X
C
o
M
P
U
T
A
T
,
o
N
(17)
n. no X
Inl0l051
.15 =
0.00
(18)
I,. l86 .1,8
(19)
(20)
3.590.38
0.00
(21)
(21A)
( 218)
5<J6.1n
0.00
5<J6.1n
Undf!I PI'".tIt,<<'\OI JlPllyry, I df'tl"rf! tn"ll n"wl' 1'.,\m'"I'Clln'SIl'h,!n, ,nCILlIH'Il,l(cnro'lJ,I'ly,"g ,r",,'I..'I'\,I"[l ~I.llI''''I'''h. ,1"(110 In" Il"\1 ol"'y '''nwll'r1lJl' .1'111 t"',,,I. _I'~ I!LlI:',
totlett "nd tOmpll'l(', I Cl('tIMP In,'1 ,,11 'I'.tl1':'>1.t1l' h,,~ bl'I'" 'I'pu"l'd "~I IlI.I' I".l'kl'l W,"",", Dpc'.I','I,,''l (I' f""I1.I'''' II'''''' l~.\" 1"1' I,PI)""'.I' '''r'!':,>,,'',UI .f' 1\ t.l:'>"!l n.. ,\'1 ,n'o'm.\t,on 01
wn'e:llprI:'PJlI'IIl,\5anyknowl!'dgf!.
RolH'rl: I.. Kp('k, A!iSt, Vief' P!,psitlf'tll
213 flarkol Slrl'l't'
i,;;,:;. i ;;'1;,; i.;': :. i';\", i 'fil) i"..'.................,....
Ililllph j n Ill'POS I t I\ank iIIll' Trus! Company
213 Markl'! Strel'!
il;;r;- i ~'l;,;i'r.':' i'ii.' i "filii....................".,.,'
OIlT(
it. '1 ~(,
~)IIH
I,.,,., 1500 (Il..~, 1.<141
REV. ISO] Ex + (4-66)
CO......O~W~A~" OF .~N'pVh\'ANIA SCHEDULE B
IN" AI A ~'bTAX l~ UI STOCKS AND BONDS
R SIOEN [CEO NT
ESTATE OF FILE NUMBER
21-96-0259
Ross D. Smith SS# 196-11,-0815 03/06/1996
must be disclosed on Schedule F.)
DESCRIPTION VALUE AT DATE
OF DEATH
450 shares Loews Corp., Common 38,390.63
2 73 shares PNC Bank Corp., Common 2,272.13
3 638 shares Exxon Corp, Common 52,355.88
Dividend on Item 3 of $.75 per share, declared 478.50
February 8, 1996, payable on March II, 1996 to
stockholders of record February 12, 1996
4 $25 U. S. Treasury Savings Bonds Series E dated 01/69 121.89
5 $25 U.S. Treasury Savings Bonds Series E dated 12/68 121. 90
6 $25 U.S. Treasury Savings Bonds Series E dated 01/74 88.27
7 $50 U.S. Treasury Savings Bonds Series E dated 01/75 170.40
8 $50 U.S. Treasury Savings Bonds Series E dated 02/73 184.46
9 $50 U.S. Treasury Savings Bonds Series E dated 02/74 176.54
10 $25 U.S. Treasury Savings Bonds Series E dated 02/75 85.20
11 $25 U.S. Treasury Savings Bonds Series E dated 03/73 92.23
12 $25 U.S. Treasury Savings Bonds Series E dated 03/74 88.27
13 $25 U.S. Treasury Savings Bonds Series E dated 03/75 B5.20
14 $25 U.S. Treasury Savings Bonds Series E dated 04/73 92.23
15 $50 U.S. Treasury Savings Bonds Series E dated 04/75 165.44
16 $50 U.S. Treasury Savings Bonds Series E dated 05/72 190.12
17 $50 U.S. Treasury Savings Bonds Series E dated 05/73 184.46
18 $25 U.S. Treasury Savings Bonds Series E dated 05/75 83.52
19 $50 U.S. Treasury Savings Bonds Series E dated 06/70 225.56
20 $25 U.S. Treasury Savings Bonds Series E dated 06/71 95.55
21 $25 U.S. Treasury Savings Bonds Series E dated 06/72 92.55
22 $25 U.S. Treasury Savings Bonds Series E dated 06/73 89.76
Total of Continuation Schedu1e(s) 3,925.33
TOTAL (Also cnlor on Iinc 2. Recapitulation) S 99,856.02
(II more spaco Is noodod, insor1 addItional sheets 01 sarno slzo.)
Capyrlghllt) 199410tm sallwate only CPSyslems, Inc. Form 1500 Sthed"l. B (Re\/.4-661
Estate of: Ross D. Smith
Sac Sec #: 196-14-0815
Date of Death: 03/06/1996
Continuatioll of Schedule B
(Stocks and Bonds)
Item Description
#
Unit Value at Date
Value of Death
23 $50 U.S. Treasury Savings Bonds Series E dated 06/75 167.42
24 $25 U.S. Treasury Savings Bonds Series E dated 07/71 96.32
25 $25 U.S. Treasury Savings Bonds Series E dated 07/72 93.45
26 $50 U.S. Treasury Savings Bonds Series E dated 07/75 167.42
27 $25 U.S. Treasury Savings Bonds Series E dated OB/71 96.49
28 $50 U.S. Treasury Savings Bonds Series E dated 08/72 187.32
29 $25 U.S. Treasury Savings Bonds Series E da ted 08/74 86.72
30 $25 U.S. Treasury Savings Bonds Series E dated 08/75 83.71
31 $25 U.S. Treasury Savings Bonds Series E dated 09/70 114.16
32 $25 U.S. Treasury Savings Bonds Series E dated 09/71 96.49
33 $25 U.S. Treasury Savings Bonds Series E dated 09/72 93.66
34 $25 U.S. Treasury Savings Bonds Series E dated 09/73 90.84
35 $25 U.S. Treasury Savings Bonds Series E dated 09/73 90.84
36 $50 U.S. Treasury Savings Bonds Series E dated 09/74 173.44
37 $25 U.S. Treasury Savings Bonds Series E dated 10/69 116.77
3B $25 U.S. Treasury Savings Bonds Series E dated 10/70 114.16
39 $50 U.S. Treasury Savings Bonds Series E dated 10/72 187.32
40 $25 U.S. Treasury Savings Bonds Series E dated 10/73 90.84
41 $25 U.S. Treasury Savings Bonds Series E dated 10/71, 84.20
42 $25 U.S. Treasury Savings Bonds Series E dated 11/69 116.77
43 $25 U.S. Treasury Savings Bonds Series E dated 11/70 114.16
44 $25 U.S. Treasury Savings Bonds Series E dated 11/72 93.66
Estate of: Ross D. Smith
Sac Sec #: 196-14-0815
Date of Death: 03/06/1996
Contlnulltion or ScI",dul,' II
(Stocks IInd lIomls)
Item
#
Description
Unit
Vll1ue
Vlllue llt illite
of Death
45 $50 U.S. Treasury Savings Bonds Series ~; dated 11/73 181.68
46 $50 U.S. Treasury Savings Bonds Series E dated 11/711 170.02
47 $25 U.S. Treasury Savings Bonds Se r ies E dated 12/69 115.07
48 $25 U.S. Treasury Savings Bonds Series E dated 12/70 110.28
49 $25 U.S. Treasury Savings Bonds Series E dated 12/71, 85.21
50 $25 U.S. Treasury Savings Bonds Series E dated 02/69 121.89
51 $25 U.S. Treasury Savings Bonds Series E dated 01./69 117,1,8
52 $25 U.S. Treasury Savings Bonds Series E dated 05/69 118.63
53 $25 U.S. Treasury Savings Bonds Series E dated 06/69 115.38
54 $50 U.S. Treasury Savings Bonds Series E dated 08/69 233.53
...............
3,925.33
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFice 213 MARKET STREET. HARRISBURG. PENNSVlVANIA 17101
717255.2121
Decedent Confirmation
Name: Ross D. Smi th
Social Security No.: 196-1-1.-0815
Oat e of Deat h (000): 03/06/96
Account No.
8000184583
810017-1.768
8100372934
------------------------ ------------------------ ------------------------
Type
Certificate of Deposit
Certificate of Deposit
Certificate of Deposit
------------------------ ------------------------ ------------------------
Date Opened
or Issued
03/31/86
12/06/93
07/15/94
------------------------ ------------------------ ------------------------
Date Closed
or Matured
04/17/96 (Closed)
04/22/96 (Closed)
10/15/96 (Maturity)
------------------------ ------------------------ ------------------------
Date of Death
Balance $5,000.00
$16,855.18
$2,634.75
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int. $6.29 -0- (Paid on 000) $91.43
------------------------ ------------------------ ------------------------
Joint ONners
(if any) or Mary E. Smith
None
or Mary E. Smith
------------------------ ------------------------ ------------------------
Date of Joint
ONnership 03/31/86
07/15/94
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------------------------
Special Comments: N/A
Add1t1onal ,nformation ava11able at 5:0.00 per hour. One hour mtnimum,
Date Prepared: July 5, 1996 Prepared by: Cheryl A. 8cwers
Customer Management Information Dept. (eMI)
Telephone No. (717) 255-205~
Page 1 of 5
Form OO-O:O..~16 (REV 7/93)
"tv- '!lO\l[l{ + tl1-~81
COMMo~wrAl Tit or I'f NN'iVI VANIA
INIt nllANCt TAX IUIUI N
n 510EN1 ntnUI.Nt
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Ross D. Smi th
Joint tenanl(s):
SS" 1%-1/1-0815
03/0(,/1')%
A.
NAME
David R. Smith
ADDRESS
1'.0. !lox 1308
SI"'pha rds. WV 2 ')11113
B.
C.
Jolntlv-ownod property:
FILE NUMBER
21-%-0259
RELATIONSHIP TO DECEDENT
Son
ITEM LETTER DATE
FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLlAR VALUE OF
NUMBER JOINT OF ASSET "'INT. DECEDENT INTEREST
TENANT JOINT
1 A U.S. Savings Bonds Series E 3,889.59 50.00% l,91t4.80
See Attached List
TOTAL (Also ontor on Imo 6, Rocapitulahon) S 1 . 9"'1 . 80
(If more space is needed, inscr1 addItional shOOIS 01 SBmo sizo.)
Copynghllt) '994 form loltwa,e only CPSYllemS,lnt.
For"" 1500 5thl!d~llt F (Re\/. '1-66)
.
ntv- l!lOII.. (/-81)
COMMO~Wr^llU or 1'1 NN~,YIV^NI^
tNlllllTANct 'All. III hJllN
II ~IOlNf [)[CfUtNT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21-%-0259
Ross D. Smith
ITEM
NUMBER
SS.. 1%-111-0815
03 06 1')%
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. Taxablo Boquosts:
Patricia A. Prochnow formerly known as
Patricia A Morris
6105 W. Harcy Lmw
Greenfield, WI 53220-3053
Daughter
1/3 of 2/3
share of
Residue
2
Catherine L. Perrone formerly known as
Catherine L. Smith
6105 W. Harcy Lane
Greenfield, WI 53220-3053
Daul\hter
1/3 of 2/3
share of
Residue
3
David R. Smith
1'.0. Box 1308
Shephardstown, WV 25443
Son
1/3 of 2/3
share of
Residue
4
Mary E. Smith
305 16th Street
New Cumberland, PA 17070
Spouse
1/3 share of
Residue
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charilablo and Governmental Boquosts:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also enler en line 13. RcccpllulclIOn)
(II moro spaco Is "codod. insOft additional sheets at same silO.)
Copy"ght (t] '99.'o,m soil war. on I, CPSysll!m!l, Int.
s
FOIm 1500 5theeMe J (Rell. 2-1111
0.00
.
>
III v- 11l4~ l. 'P"IJ)
SCHEDULE N
SPOUSAL POVERTY CREDIT
COVMON......IAtTrl (111'1 flW'Yl VA~IA
lNllf Ill' ANC I 1 Al OIVI~il(l"'4
(AVAILABLE FOR DECEDENTS DYING AFTER 12131191)
ESTATE OF FILE NUMBER
Ill"", D. 5ml t h 55/1 1 %.111-08 I', 03/01,/1 'll)(, n - 'JI,-02 ','!
ThIS !;cllodlJlo mu~1 bo complotod and IlIad II YOII chockod lhu ~;pou5JI povmly clOd I! bOle on 1110 COYllf :;11001.
PART I - CALCULATION OF GROSS ESTATE
1. TOlcablo AS501:1101111 110m IIno 0 (cavm shoot)
1. 12~.313.57
2. 0.00
3. 0.00
4. 0.00
5. 0.00
6.. 0.00
6b.
6c.
6d.
6. 0.00
7. 125.313.57
2. 11l5luanco Proccods ollUfe 01 Decedont
3. ROlllomonl Bonallls , . .
4, Joint ASSOls wllh Spouso
5. PA lOllory Wmnings. . .
6a. Olher Nonlmcnblo Assals: list (Attach schedule If noco5:..nyl .
6. SUBTOTAL (Linos 6a. b. c. d). . . . . .
7. TOlal Gross Assets (Add lines 1 thru 6). .
Incomo:
a. Spouso..
b. Docodont.
c. Jolnt....
d. Tax Exompllncomo .
e. Olhor Incomo not Iislod abovo.
I. Tolal.........
4. Avorago Joinl Exomptlon Income CalclIlallon
4a. Add Joinl Exemption Income horn above;
(11) 0.00
8. Total Actual UabihtlOs , . . . . . . . . .
9. Not Vnluo 01 Estalo (Subtract IIna 0 Irom IIno 7) .
If Iino 9 Is groator than $200.000 - STOP. Tho ostato i. nol oliglblo to clOlm tho crodlt. II nol. continuo to POll II. 9. 125 . 313 . 57
PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach copies of Federal Individual Income
Tax Returns for decedent and souse.
1. TAX YEAR:
la.
lb.
8.
0.00
Ie.
ld.
10.
11.
1993 2.
0.00 2..
0.00 2b.
O. 00 2c.
O. 00 2d.
0.00 20.
0.00 21.
TAX YEAR:
199/, 3.
o . 00 3..
o . 00 3b.
o . 00 3c.
o . 00 3d.
0.00 30.
0.00 31.
TAX YEAR:
1995
0.00
0.00
0.00
0.00
0.00
0.00
> (21)
0.00 >(31)
0.00
,
0.00
.,. 3 )
0.00
4b. Avorago Joint Exomption Incomo .
II fino 4(b) is grontor lhan $40.000 - STOP. Tho oslalo is nol eliglblo 10 Chlltn tho credit. II 1101. continuo to Part Ill.
PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES
,
1. Insort amount 01 taxable transfers 10 spouso or $100,000, whichover IS less.
1. 33.925.15
2. 0%
3. 0.00
4.
5.
':',C"f1cl"ll' (rlI!'V. '.'ll)
2. MultJply by cradit pcrconlago (500 UlSlrllCllonsl
3. This Is Iho amount 011110 Rm;idont Spow;al PovOItV Credit. Includo Ihls liqUID
In Iho calculallon ollotal credits on Uno 19 011110 cover sheet.
4. For Nonrcsidonts, cnlor lho ratio 01 tho doccdonl's qr055 cr.talo In PA 10 1110 valuc OIUlO
docodont's gross ostato. , .
5. Multiply line J by 1100 4 and enter tho total hero. ThiS is tho nmount ollha Nonresldont Spousal
Povorty ClOdit. Includo thiS figure m tho calculallon 01 taint crodlts on l!flo 1901 tho cover shoel.
Copyright It I t994'olm 5oftW4Ft' only cr:;Y51I!m5, '"c.
. ..- ..
IltV-lf149 [1l.'llli'l!>J
COMMONW[All II 011'( NN~.Vl VAN'A
INll(rmANC( 1A)( III TUIIN
JUSlOlNl0fC(O[NT
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
ESTATE OF File Number
Ross D. Smith SS# 196-14-0815 03/06/1996 21-96.0259
PART A: Enter Iho d05Cliptlon Dnd valuo 01 an inlOlo51s, both l.mlblo and non-ll1Imb!o, logardlo;,3 ollocntlon and not 01 doduchons.
which ass 10 tho docodonl's mHvlVlnq 5pousn bV wIll, uUo!ilacy, opOlallon at law, or 01l1OfWI5().
Doscription OIIIOfTl5
1990 lJodge Dynasty - flary E. Smith
110m.
1
Amounl
6,625.00
Part A Tolsl: Enlor Iho lolal horo and In Iho spouso's -Amounl Rocclvod- block on Pago 1 6 . 625 . 00
EIBctlon To Subject Property To Tax Under Section 2113(A) As A Taxable Transfer By This Decedent.
If 0 trust or simlar arrongemont moots Ihe requirement of Soclion 2113(A), and:
a. Tho trust or similar arrangemontls listed on Schodulo 0, and
b. Tho valuo of tho trust or similar arrangement is onterod in whole or part as an asset on Schedule 0,
then tho transferor's personal reprosenlatlvo may spociflcaUy idontlly lho trust (all or a fracllOnal portIon or percentage) 10 be Included In 1ho oloctlon
to havo such lrust or similar property treatod as a taKablo transler In lhls estale. II loss Ihan the enliro valuo of Iho trust or similar property Is included
as a taKablo transfor on Schedule 0, tho personal representativo shall bo considered to havo made 1ho eloction only as to 0 haction of tho trust or
slmlar arrangement. Tho numerator ollhls fraction Is aquallo Iho amounl of tho trust or similar arrangement Included as a taxable asset on Schedule O.
The denomlnalor is equal to tho tolal valuo 01 tho trust or similar arrangement.
ELECTION:Do you elect under Secllon 2113(A) to treat as a taxablo transler In this estato all or a portion ala trust or similar arrangement
created for the sole use of this decedent's surviving spouso dUTlng tho surviving spouse's enUre lifetime?
YES 0 NO 0 Slgnaturo Dato
Nato: If the eloctlon applies to mora than ana trust or similar arrangement. then a separalo copy of Schedulo 0 must be signed and flied.
Part B: Enter the doscription and valuo 01 ollll1terests, bolh laKable and non-taKable, rcgardles9 allocation and not at deductIons,
which pass to Iho decedent's surviving spouso for which a Scetion 2113(A) olcellon Is being mado.
Item" Doscription 01 iterm Amount
Part B Total (soo Instructions)
Copyught {t1199S torm sollwa.e only CP!iysIIlITlS, Int.
rOil" 1500 ~,tlll'dlllfl 0 (Rell. 6~gSI
o.no
IS-.' ~)J - C.
CDHHDNWEALTH DF PENNSYLVANIA
DEPARTHENT OF REVENUE
.(;~
l!\1 ~.;'!
.,. ~ ~f:.
r~\~ ~~
~l'" ;C;
'''.\hl "'U III HI
ROSS
o
BUREAU OF INDIVIDUAL TAXES
INIlIRIIAHC[ IAIl DIVISION
DfPI. i'IOftOI
IlANAISaURC, PA "'18.QbOl
NOTICE OF INtlERJlANcE lAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENI OF TAM
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YDUR RECORDS ~
Riv:iSlii-Ex--"i=P-fii3':97T-NoYicE--oF-YNHEiiiiANCE-"r"liiC"iipPRiiisEHENT-,--"LDiwANCE-iiR-----------------
DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX
ESTATE OF SMITH ROSS D FILE NO. 21 96-0259 ACN 101 DATE 04-28-97
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSHENT OF TAX:
IS. Amount of Line 14 at Spousal ~at. (15)
16. Amount of LIna 14 taxable at Lina.I/Cla.1 A rat. (16)
17. Amount of LIna 14 taxable at Collat.ral/Clall Brat. (17)
18. Principal Tax Due
ROBERT L KECK
DAUPHIN DEPOSIT
213 HARKET ST
HBG
DATE
ESTATE OF
DATE DF DEATH
FILE NUHBER
COUNTY
ACN
0',-28-97
SMITH
03-06-96
21 96-0259
CUHBERLAND
101
BK & TR
Anount Re"itt.d
PA 17101
TAM RETURN WAS: I X I ACCEPTED AS FILED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I est.t. (Schedule A) 11)
2. Stocks and Bonds (Schedule OJ (2)
3. Closely Held stock/Partnership Intar..t (Schedul. C) (3)
4. Hartg.ga./Hota. Receivable (Schedul. D) (4)
5. Cash/Bank Deposlts/HIsc. Personal Property (Schedule EJ (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
I CHANGED
.00
99.856.02
.00
.00
23,512.75
1.944.80
.00
(BI
APPRDVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule HI (9J
10. Dobts/Hortgogo Liobilitios/Llons ISchodul. II (101
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Govern.ental Bequests (Schedule J)
14. Het Valu. of Estata Subject to Tax
16,042.78
5,570.90
(Ill
U21
USI
U41
NOTE:
33,925.15 M .00:
69,774.74 M.06:
.00 M .15:
UBI
TAX CREDITS:
PAYHENT
DATE
06-06-96
06-06-96
12-03-96
DISCOUNT l+ I
INTEREST/PEN PAID (-I
173.6B
5.83
.00
AHOUNT PAID
RECEIPT
NUHBER
AA112913
AA112914
AA184920
3,300.00
11 0 .86
596.10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To Insure proper
credit to your account,
sub. it the upper portion
of this fora with your
tax payaent.
125.313.57
:>1.613 68
103.699.89
.00
103,699.89
.00
4,186.48
.00
4,186.48
4,186.47
.01
.00
.01
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAl. DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
r,'~.
r.~ ? .
.'
L.
--.J
RESERVATIONI Eltat.. 0' decedent' dying on or before Olel.blr Il, 1981 -- If any future Interelt In the .ltBte I. tranlf.rr.d
In pO.I.lllon or .njoy.ent to Cia.. a (collat.rBl) b.n.flclarle. of the dlc.d.nt Bft.r the .wplratlon of any .,tata for
llf. or for yaar., the COllonwaalth hlrlby ewpr...ly reser~I' the right to appral.e end ...... tran.f.r InherltBnc. T,wI.
at the lawful Clasl a (coll.ter.l) rata on any such future Intarllt.
PURPOSE OF
NOTICE I
To fulfill tha requlre.enl. of Sletlon 2140 of Ihl Inhlrltanc. and [s1.le Taw Act, Act 21 of 1995. C72 P.S.
Sactlon 9UO J.
PAVHEHT:
aataeh the top portion of thl. Hotlcl and lubalt with your p.y..nt to thl AIgl.l.r of Will. prlntld on Ihe rllllr.e sid..
--"Ika chick or aoney ordlr payable tOI REGISTER OF MILLS.. AGENT
REFUND (eA):
" refund of a lax crldlt, whIch ..a. not rlqu..tld on the Taw Aelurn. .av b. r.qul.t.d bv co.plltlng an -Application
for Aafund of Plnn.ylvanla Inhlrltanc. and E.tal. Ta.- CAEY-1313). Application. .ra avallabla .t tha Off lea
of tha Aaalltlr of Willa. any of the 23 Aavanue DI.trlct Offlc.., or by calll~ the 'Plclal 2~-hour
an.werlng .arvlc. nuaber. for for.. ordering I In Pannlylv.nla 1-800-56Z-2050, outllde Pannlvlvanla and
within local H.rrlsburg aria (717) 787-8094, TDDI (717) 77Z-ZZSZ CHe.rlng IIPalred Only).
OBJECTIONS I Any party In Int.r..t not ..tl.flad with the .ppr.I....nt, .llowance or dls.llowanca of deduction., or ........nt
of t.x (Including dl.count or tntar'lt) I' .hown on thl_ Hotlcl IUlt obj.ct within .Ixty (60) d.v. 0' r.e.lpt of
this Notice bVI
"written prot..t to tha PA alp.rt.ent of A.venue, Bo.rd of App.als, D.pt. Z11021, H.rrlsburg. PA 17IZI-IOZI. OR
".I.ctlon to h.va the a.ttar d.tar.lned .t .udlt of the account of the par,on.1 repres.ntatlv., OR
uapp..1 to the Orphan.' Court.
AD"IH
ISTAATJVE
COARECTIONSI
Factual Irror. dlscolllr.d on thl. a..e...ent should b. addr..,ad In writIng to: PA Dep.rh.nt of AIV'nu.,
Burlau of Individual Ta.." AT1Hz po.t A......ant Aevllw unit, Dapt. 210601, H.rrl.burg, PA 17121-0601
Phone (717) 787-6505. Saa palla 5 of the bookht -In.tructlon. for Inharitanca Tax A.turn for. A..ldant
Oacadant- (REY-ISOI) for an a.planatlon of adalnl.tr.tlvely corr.ctabla arror..
DISCDUHT:
If any tax due .. p.ld within thr.a Il) c.land.r .onth. aftar the dacldant.. da.th. a five plrcant C5:U discount of
the tax p.ld I. allowad.
PENALTY:
Th. 15~ t.x a~..ty non-PBrtJclp.tlon panBlty I. coaputed on the tot.l of the t.x and tntar..t .......d, and not
paid bafora January 18, 1'96. the flr.t day aftar thl .nd of the tax aana.ty parlod. Thl. non-PBrtlclp.tlon
panalty It 8Ppealabla In tha .aea eannar and In tha the ..... tI.a periOd as you would app..l the tax .nd Internt
that h.. bean .......d as Indicated on this notlca.
INTEREST:
Inter..t II chlrged bag Imina with first dBy of delinquency, or nine (9) eonth. and ana C U day fro. the date of
de.th, to tha date of p.y.ent. T.... which bee... delinquent before January 1, 1'82 b..r Int.r..t at the rlt. of
.Ix (6X) percent p.r a~ caleylatad at a dally rat. of .000164. All ta.a' which blc..a d.llnquent on and after
January I, 191Z NIII b.ar Int.ra.t at a r.ta which will v.ry frol calandar Ylar to cal.nd.r y.ar with that rat.
announc.d by thl PA Dap.rt.ant of A.venul. Tha appllcabla Int.r.st rate. for 198Z thrOUgh 1'97 ara,
'!!!! Intar..t Ral. O.lly Intera" Factor !!!!' Inter..t Aale D.lly Inter..t F.ctol'"
19IZ ZOX .000548 1987 'X .000247
1'15 IU .OOOUI 1988-1991 11;( .000501
1fJ8. I1X .000301 I99Z 'X .OOOZO
1985 In .Oa05S6 1995-I'9it 7X .000192
1.86 lax .000l74 1995-1997 ox .ooazo
ulntere.t I. calcul.ted a. followlI
INTEREST = BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. II.ued .ftar the tax b.co.e, dellnquent will refl.ct an Intar..t c.lculatlon to flft.an (15) d.y.
blYond tha date of tha .......ant. If p.veant I. ..de .ft.r the Intar..t coaput.tlon d.ta .hown on the
Notice, additional Internt MI.t be c.lculatad.
i
1
STATI~J~l::.!'-()!l1'-ll~DER.-B...U.!'.E 6. 12
Name of Decedent: ROSS D. SMITH
Date of Death: 3-6-96
Will No.
21-1996-0259
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 ~ether adminiRtration of the estate is complete:
Yes-1L- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. I is Yes, state the following:
a. Did the pers9"al 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 l"epresentative 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.
Date: Y-I.(-98
sf:::/:! ~
James M. Bach, Esquire
Name (Please type or print)
352 S. Sporting Hill Road
~echanicsburq. PA 17055
Address
~r
L]11J 737-2033
1'e 1. No.
-' .:~
Capacity:
Personal Representative
~ Counsel for personal
-jl,--representative
(MAH:rmf/AM3)
JRDlJune 30, 1992/17858
REGISTER OF WILUi
Cumberland County Courlhouse
One Courthouse SqU:lre
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: .1.\ME5 R.\('f1. E50..
RE: Estate of HOSS D. SM lTH , DL'Ce:1Sed, Late of
NEW CUMBEHLAND BOHOUGH
Estate No,: 21-1996 - 0259
Date of Decedent's Death: J - 6.96
Pursuant to Rule 6.12, the above named personal representalive or the above named attorney, if
applicable, within two (2) years of the decedent's dealh, and annually Ihereafter unlil administration is
completed, is required to file with the Register of Wills a SlalUs Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be compleled. TIle purpose of Ihis Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this NOlice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detenmine whether sanclions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 4 . J 0 , 19.2...8 you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12. (\
Date: 4 . 14 - 98 ~.J!J1;LYt/ Yfidr) .<LLlltl'l ~t1J)t:'-r/
Depuly egi er f Wil(s
Distribution to Estate File
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