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Home My WebLink About96-00312 I)ETITION Fon 1)lmnATE lInd GltANT OF I.ETTEltS ~ 1- Iqq~ :-.31;2..... 1:"'"11' l~' .Margaret 111\0 k"on'" U.\ __ ~. Smith i"o. Tll: I kn'awr/, SlIdll' S"I'II"I.I' Nil. .187-16-5494.. .-.' Re~i'ter or \\'ill\ ror Ihe COIlIlIY or Cumberlalld.. n_' in Ihe COI11I11\UI\\"I..'alll1 llf )'clIlI".yl\'ania The pCliliulI or the 1l1ll1l:r,i~lIl'd rl"pl'~IIHII) rcptl'\l'llt\ thai: Yom pl'titiolll.'lb), \\110 h".ul' IN }'l'oH' III ;'lpl'P' o)L1g alllhl'l'\l'(,ULor_~_._....______ named in Ihe 101'1 \\ill orlheaho,ede<<',knl, daled.0)1..25/9._ ....... ,,_,,'_'_' .---.----, 19_ and I,.'llllit:ilt...) ditll'd . .--------- - --.--..-.----~,._' -.--. ._-,- 1'lall'!l'll'\,IlIlI.'il,'lllll,I.llIll'.,l'.).'. Il'llllllUilllllll, Iil';llh 11ll'Wnlltll. Cl(.) Ik,elllklll '"'' dOlllil:ikd.1I dealh i~1 n.G.um.t:':~~~6\r" ... dn5 r{oll'#6nlien~ID-'r~!ii'ewilh h....,!'__._ 1;"1 lanllly or prln.:lpal "',,,knee OIl. .. "'CD~x.!ln.-e::.p.. ng. I __ G.wnb!l.r'lan.d _ CouJ'rty, .1'S'n.I'!~Y! ~al!.~~._.' (, \;'-'-D.~" ,,-n"':'_L'-!.-..f--)-- 111,1 .lll'!.:I, IlUmhl'l 0111.1 11ll1ll~'lp.lhl\1 Ik"",,,klll.lhl'n_ _8E..._ 'ea" of age died _f~p..l'il.. 5. ..__.__...______.1996 OIl Carlisle,g_umper.l.an(U;oUIl.tY'-mPe~.nsy-l..Yll:!lia _'U___' F\f..'l'pt ;1" folhl\\.... dl.'(\.'l1cnt diLllwllllarry. wa"lllot di\'orl.'cLl and lIid lint havc a child born or adorlled "fll.'r C\c\:ulioll of lhe \\ill uffercd for prnhale: \\a'" Ilollhc \'il.:lim of a killing ami wa\ never adjwJicatcd il1l,.'OIII!'I.'ll'llt: ----N/A --- _ . -------- -~------+------ .---.-.--------. nl.'t."l'IHknt al dl.'illh o\\lIl'd prnpl,.'rty with e~(ill1il1cd valuc, a\ folhl\\"-: (If d,'midkd ill POI.) All pe"OIIO.1 prllperlY (If nlll domidkd in 1'<1,) I'er"",al properlY inl'enn,~hallia (II 11111 dOll1idkd in POI.) Pl.'r"lollOlI property in C(lullt~ \""hll' lIt' a.all.....lall. ill PCl1n...yh'ania ...iluatl'd .i't follow...: __________.___________. ____.________.__.. ."d_'~___ $..J.2..5.oo..00 $ $ $ .--_.----_.. -_._----~_. --.------.------- -. .----. \\ III:RU,oRF. pelilillnl'r(,l re,peerflllly .eque'I('1 Ihe plllbale of Ihe 1;1'1 will 'lI1d eodicil(s) pre'ellled here\\ilh a",llhe granl of kllel'.u,!,estamEm_t.~!-,y.n_......-.- 11\."1,1111\:111,11\, ,tl.h1l11l1"r;l1hlll ':,1.;1,; adl1lllli'II.11inn d.h.n,\:.1.a,) Ihl.'lllll. i: - - ='~ ~g _4---tt't'tt..d4,,{d William S. Smith Executor 1046 Ale'xanll.Q!.'l'...R:J;:ing Road .. Carlisle ,.PA...1'1013____ -. ~- .". ;' OATH OF ..EltSONAL ItEI)ltESENTATIVE (,O:\I\10"iWEAI.TII OF 1'1':"i:'\S\'I,\'AiIlIA Is' COl "1"\ OF C~E~A~?_n___ t . Ii ') h... I'l.'t II llHll.'l ("I "hnH'-ll:II1\I.'d W-Cillt:,) ,l( aHirm(..) Ihat Ihl.' "'lall'l1Il'I1" in thl' r(lrcgoin~ pl.'tition arc !rill,.' ~lIld 1.'\~II,,'d h' 11".,,' It......, III th,,' ;"'110',\ kd!;!l' and hdid of I'l.'tililllleltq and that a' l1...r,oll,,1 rl'prc~cn. lali\l'l") lit thl,.' ahn\!..' dl,.'(l'lil'nl !ll.tilitH1I.'lh) \\ill \\1.'11 ami truly admini"h.'f Ihl' l'...tat\.. al......nrding In la\\. S\\llfll 11-' HI allilll1l.>d.OIl1d ..uh"~lib....d. I _tf(.((;/,../~4:.(d-~ u___._____ ~ hl.'loll.' lIh' !hl' 10th _ _ """ 01 _______.n.___. ~. I';\~~ 8Xti~U)I'.LrJil ~(./.'~JAJk n~~:..~-:-= 1 , ~ tV L J 5 . /iee"/<' '.. ~ :;:- )5-Cr7- LJ 'If .d_n___'_ - No. al-lq9Lo-31~ Estate of MARGARET S. SMITH , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRI L 15 19~, in considcration of thc pctition on Ihc rcvcrsc sidc hcrcof, s;lIisfaclOry proof having bccn prcscntcd bcforc mc, IT IS DECREED thaI thc instrumcnt(s) datcd--11ARClL25.. 1 qq Ii dcscribcd thcrcin bc admillcd to probatc and n1cd of rccord as thc last will of MARGARET S. SMITH and LCllcrs '1'F.<:;'1'IIMF.N'1'IIRV arc hcrcbygrantcdto WILLIAM S. SMITH MARY C. .VJ?..c&Uj (!.J(t~J )~J~/}J7~ LEWIS R,~i,ttr o(Will. C S 50.00 Probatc, LCllcrs, EIC, ......... Short Ccrtificatcs(J) ... .... ... S 9.00 R~niJlr.~fu~ ................ S 12 . 00 JCP S 5.00 TOTAL _ S-16~.o..O Filcd ...f..~!l.~~..~?~.)?~~............ FEES Jacqueline M. Verney. Esquire 23167 ATTORNEY (Sup. Cl. 1.0. No.) 7 Irvine Row. Carlisle. PA 17013 ADDRESS (717) ::>43-9190 !'1I0NE 00 :o~ c iii' ~ 3,.,. (l) 0 I)" .,' (C' 0 c I ~ _.~ t!: II ~l I ::0 ~(: fl u. C, 0-> rlc) ~".. 0 '-'- '-""rJ 1- ~ ) i3 ~~ r.. ., 0 Iii' :0<:: 0 )>~ J,;. - -.l LETTERS AND ORDER GIVEN TO ATTORNEY Thi, i.. 10 lcni!\" Ih.ll till" 1111111111111<111 I'l!{ \~t\ III I" t'" It' It', l,tl~.11 Hq;I't1.H Till ,11 '~lll.d (llllth .111 \\ dlll\ I..) '.' .\1 Il ,I I,. ':;, 1 . . 1 ' ~ '. ,111,,111,'11 '111'.'111.11 '("Itlll< ,lIt III <\t.\111 ,11lL \11,.\ Ht. \1\.\-.11111' { loti Itt IIlI.ili\ 111 Id"w Illt,l '.\ llh till .1, "'!,I!' WARNING: Ills Illegal to duplicate this copy by photostat or photograph. Flt.' ltll ,hi" It tlllh.!l!. $."111 'i.".........-.. ~~'~.\1" Oft;(.~,,,, ~/!Ij/).!lf!..,< .':{ff~\ "'I'~' \~l v 'H ~hl \ . . ,I,,/;' .' ."1 ~ ~" r' ~,,' : . <~ ">t-p,,.-. '.,*~"/' ....:.f11N1 ~\..."" . ~~~~ ,,- 1{ :. !r.l.'I\" f" ("' ~ ,- \ ,-\ ".~u..C3,\\-,"..i~~~JoJ I.lJj.1i ItlL:I"",11 .\ 3425582 ~oo :Qgo l1.ttl' ~tl, "IOSt~""Mf COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ...'.............. toC'&{.tl.CUftl"'"""'..... . 187 - 16 - 5494 ~.OfCIP"._O"'-, ..April 5. 1996 ..., $Vcmo 1 e t. =,.,.0 ... ... ...""OfDlClgt,..',......_.... Horgoret S. Sm it h gIllIOf""" NlIIOl'\..IoUIC"_ "-""lOlOllIll..oe.............P_...-<7>_- ...._c... _I .,...,.,,,.,.C_YI ..cVl~ ,Hiddletown.PA :--0 t~O '''''It.","...loI(pI~''.-- ~....--' ,. .OC~_........". II'tClltlDo'11' -1-" t UHO(It,.w - - Pi t" 1 rn;on ""'.._-,_.-..... .-., 82 ,.. r-.0f'1XP" ~"hile ................ ......~-- cm.llOfOO. Spring Rond, Corlis1 " .. Dickinson Twp. ....0 IU!oI"tU. Y.UOl1Al..WIll...- -.........- -~--.. .. .-,u Cumberland gt, I ",t' u' UM'IO'lI .. ..:.::;.-::::~:-: It Su ervisor \. PA Stnte De CllCfClI('I."ollU'IQ""'""~...~w..l..GtrtlI gt,CUlf...t'S 1046 Alexander Spring Road :r=1tC1 Carlisle, PA 17013 ....:::=' " II W w \',-[1----...... 1"".. PA .. - ~.. -' ,,.0:::='::::" Cumberland ,~ UOIt<lIt..............-..._!o.tI- Hannah Davis " ..rIIO(......Y("..,...._u'" lIilllnm Stotz , fOfI()P.IWI'.SY.uJtClADDflln~..~.1WI .,CAIOIl 1046 Alexnnder S rln Rond Cnrllsle PA 17013 rvoc.tClOrSl'Q$iTIOIO''''-.~''''~ LQC,.Q'IO'lI' .....Ie "'~"<<. , ..,QNoIAI'lT......Ylj1~~ Wllllnm S. Smith rit 6 1996 ~t(.I"'"_"" 0l0343-L '---:::;Q ,Vorktowne Cremotor ........UtOiOOI'tUOf'.N:.I\..r-. 0 219 N. !Ionover ~ \(;1..\l0f\llllfl11ll oJ 00;1 i r~-<... '''''IOlCf.IlIM QAlI'1Il(JOOJU . .5':317... I ".""'10 1_...._...' ........._..__,,~_....~ OIl .........-.""'" _..1'..-.--.-,...."'......'..... ~......_~"'KO_ l~'- ::::.:::: 10- ...... rut.: 0Ifltr19"'lC....---........ - ""'...-...........,...,...._......"""1 c....,.)...."..~~ DUl'OlCJIOo.S'<<MlO\.lI..c.llof'l .~~.tIC....1~~~~ \ out 19"u.CUN.<M'oCf.VI .~~ -' DUln:llOl'A,$.w.u.e"..'OOClt.l1 . .' ...."'.u1'Ol'.',IfO'fG. ","-""Of'ClIlI" _0"""'c:lIt 10 COUI'\I~~c.ouU Of'our"' <- . ~ ,-.. , CIolIOlHJUIt. .........r.......' : .~~ I....I.Ol'IOoI,NfO' ............,l'IOMt c<<1oC....._-.NJI,(l(.CtIN'ID _ 0..0 .-- ~ o o -.. o ~J o :i"f.OfHJUA' ..-..--'--. '" -......, ".of.. hI ... 1- '01<... ;:> c:. ......- """,...",..-- \OCIllIQlO~"{...Iooo-- ~- _0 ~O ... ,~ .. UlO'...'...(....._..... .CflO'''''M...,.tt1.II.......-......r'''l'.....,,- "...rt*.,,..........,.',........,- ..""...._'-11. "............,....-,. .._..u__....'.......,.......-.......... .,~.IoOCI.'lr...o"..'tt1.II,...W...I...........'."1,,.~..ol._............-..,.........) ,....-..""'.....................-.........-..... -,.........-.....................-.....'.. ...IDoCaLU,l..IIIIIltC()IItO....1 011_11.........-..-.......11I.,11".._,......,.....-.,..."..'...'..'1".1......11.......,,.M.,.....,1w.......r.....lll...... ......_............ .,J t.. >> n..II."V....;...,... ... . ~,,:\\ ~. \'\C\\o " ~~:n~...~.:~~>-~~~~,-..:~s:: 12<\J3...\lQ, " ... .'1.', :f./-ICfq(p -JIL QO \.d :JJi?? m 3 -, 0, rr r" ("l r I ~ ,~ Q ,. ,; ~ :0 '1" (' " -. - - (' '. 0 -. . ., .::.. .. O. ;E: ~,;" " .) ~.:.. .:. 0::> ~~ ~ li) 0 - ....., THIRD I give, devise and bequeath my 'I'homas Organ to my son, THOMAS S. SMITH of 135 1'ownsend Drive, lIummelstown, Dauphin County, pennsylvania 17036. If THOMAS S. SMITH does not survive me, then I give, devise and bequeath said organ to my son WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, Pennsylvania. FOURTH The remainder of my entire estate, wheresoever situate, real, personal or mixed, I give, devise and bequeath to my sons, WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, Pennsylvania and THOMAS S. SMITH of 135 Townsend Drive, Hummelstown, Dauphin County, Pennsylvania 17036 equal shares, per stirpes. FIFTH I nominate, constitute and appoint my son, WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, Pennsylvania Executor of this my Last Will and Testament. In the event WILLIAM S. SMITH is deceased, unable or unwilling to serve, then I nominater constitute and appoint my grandson, CHARLES A. SMITH of 473 Jacksonville Roadr Hatboro, Pennsylvania 19040 to serve as successor Executor. ;". -, ACKNOWI,EDGEMI':N'I' COMMONWEAL'I'II OF PENN5YINANJA COUNTY OF CUMBERLAND 55 I, MARGARET S. SMITH, the Testatrix whose name is signed to the attached foregoing instrument, having been duly qualified according to the law, do hereby aCknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. '. - , I"", ". -I , ',... ((. MARGARET S. SMITH, Testatrix Sworn or affirmed and acknowledged before me by Margaret S. , () t-, '-fll J Smith, the Testatrix, this 0....) day of ,0 It. r ) , 1996. -~l ~ Acd n. C! --'it ( t f ~ry Public NolariaJ SooI , Barbo'''' E. Steel, No~y Pubrc Cr". .J., 11oJn:>. O",'b"~ar.d County '.1, . ,-.....'"lE(f...::rt:5.."-~~,11.J96 Ilt...,I)Jf'. 1~~J z '" ;:: ... .... :::0 ... :E '" .... >< ... .... ~~ COMMONW(Allti 0' PWt~!lYl"'ANIA OfPAlllM(Nf Of Rf"'WUf Of" ..SObOl tiA~~1~8UAG. ,~ _~tI18 0001 I [) - Cf -, - /....1 - INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) fOR OATIS Of DEATH Anu 12/31/91 CHECK HUE If A SPOUSAL . povun CREDIT IS CLAIMED L ) fiLE NUMBER SmithLHa!'garQ.t.~,._~_.u._.__.._ .... . .. 10116 Alexander Spring Road 'DC.., "'u",,, NU.'" IUAIl or OIA'" .IDAII (."..11111111 . car.ll.. n.1 0, PA 1701 J 187-16-51)91) --- __~i!.51')~ _'_ iii Ji/JIi_.. c'."~'(__cumber:J.."ln~L__ ,,, "''''''''' "~";~' "0"" ..., "." ,." ''''.':::~J::~~~:'''~:~~ _.J A._ou"r~l:1O 111I "","UC"O"" ~ 1. Original Return [] 2. Supplemental Return [J 3. Remainder Return (far datel of death prior to 12.13.82) o 4. Limited Ellote [J 40. Future Inlt!re5t Compromi5e rJ 5. Federal E5tote Tox Return Required (for dote5 of death ofter 12.12.82) [Xl 6. Decedent Died Tellate fJ 7. Decedent Maintained a living Tru5t D- 8. Tolal Number of Safe Dep05il Boxes IAnach copy of Will) (Altach copy of Trustl ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: DICIDtNI'!l "AME lIAH. '11I!lT, AND MIDOlllt,jjfI"ll .... z w co w .... w '" w .... llIl:~cn ...."'.. w....... :",co ...."'~ ...'" ... ... '.... "'z Ww "'co "'z Sit NAME Jac uellne H. J(l(PHON( NLIMIER ~I COUNTY CODE q\.{ YEAR 31::L NUMBER z co ;:: :s :::0 .... 0: ... u w '" 1. Reol Eslate (Schedule A) 2. Sloc~' and Bond. ISch.dul. BI 3. Closely Held Stoc~/Parlnership Inlerell (Schedule CJ 4. Mortgages ond Notes Receivable (Schedule OJ S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedul. EJ 6. Jointly Owned Property (Schedule F) 7. Tron.'." (Sch.dul. GJ (Sch.dul. L) B. Tolal Gran Anoh (total Lines 1.7) 9. Funeral Expenses, Administrative Cosls, Miscellaneous Expenses (Schedule HJ 10. Debts, Mortgage Liabilities. Liens (Schedule I) 11. Tolal Deductions 'Iota I Lines 9 & 10) 12. NOI Value of Estale (line 8 minus Line II) 13. Charitable and Governmental Bequests (Schedule J) U. Net Value Subjeclto TO)l (Line 12 minus Line 13) 15. Spousal Transfers Ifor dates of death aher 6.30.94) See Instructions for Af,plicable Percentage on Reverse Side. (Include values rom Schedule K or Schedule M.) 16. Amount of Line 14 taxable 01 6% role (Include 'ioluos from Schedule K or Schedule M.I 17. Amount of Line 14 loxable 01 15% rate (Include values from Schedule K or Schedule M.) 18. Principal lax due (Add tax from Lines 15, 16 and 17.) 19. Credits Spousal Poverty Credit Prior Payments 0+0 ()((IDHH'!;.(UMPlflf A[JOII(!;.!> COMPlEH MAIliNG "0011(55 Jacqueline M. Verney, 7 Irvine Row ~ e. ....BL12011 ( 11_________. (2)__. (3 ) (4 ) (5) -9..100,00 12,405.08 52,000.00 Esquire (61 17) ( 9) 6,577.04 27,404.15 18 ) $70,505.00 (101 (III )),981.19 (121.__ 36,52).81 (131 0 (141 )6,52).81 (15)...__ x. (161 H}6,52).8.~___.___x = .06 = $2,191. 42 (171._.___.. ..-._.__.___x .15 = (181 2,191.42 109.57 + Diu......' 109.57 (191 (201 InlereSI 20. If Line 19 is greater thon Line IB, enter the difference on Line 20. This i. rhe OVERPAYMENT. aD .1I:r,n!'llllo.Jl'.I..L'!'.'II'.I"'l'I,IUltl!..."iJrrr.r:~..l.lll..l'.l'U~..lIlI".1 21. If Line lB is grealer Ihon Line 19, enter the difference on Line 21. Thi5 is Ihe TAX DUE. A. Enler the interest on the balance due on line 21A. B. Enler the total of Line 21 and 21A an Line 21B. This is Ihe BALANCE DUE. Malee Check Payable to: Regis'., of WlIIs, Agent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Under penalties of perjury, I declare thai I have examined this return. including accompan)'ing schedules and stolemenh. and 10 the best of my knowledge and belief, it iSlrue, correcl and complelo. I declare thai 011 real eslole has been reported at true market value Oeclaralion of pft~parer other thon Ihe personal representative is based on all informalion of which preparer has any knowledge. SlON '"" 0' '''ION" ilE '0' ""NO'","," I AOO""-",'-- '"f-'''''--'I:~''' --- -~;e'--'-'-C-J OAlI 7f/3/9h ////.. ~. . .-.--------IO.4-G_JLex~dL~L~_RoJi.) ~.....) fAnl u __ _.. ' NA~t.." DlH" rHA" I.""'''''''' ADD"" "r DAlE -11t t..~<-<y.]I.:../I,,, /"". <-lit: (, ~I.l, /~ 17" 3 -jl.J/.f~ 1211 (21A) (21BI $2,081. 85 --___..____.u_.___. _ '" Act #48 of 1994 provides for the reduction of the tax rates Imposed on the net value of tronsfers to or for the use of the spouse. The rates as prescribed by the statute will be: e 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 e 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 e Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1, Did decedent make a transfer and: 'j... X a. retain the use or income of the properly transferred, ....................................................... b. retain the right to designate who shall use the properly transferred or i1s income, ............... c, retain a reversionary interest; or ................................................................................... d, receive the promise for life of either payments, benefils or care? ....................................... 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer properly without receiving adequate considerotion? II death occurred alter December 12, 1982, did decedent transfer properly within one year of deoth without receiving adequate consideration? .....,..... .....".."...................."....,..".................,...,....................,.. 3. Did decedent own an rin trust for' bank account at his or her death?..................................... >( IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SqiEDULE G A~g FILE IT AS PART OF THE RETURN. ....., ,..J n.' ,'" ,.. - "I". '..1 r. ,. 'H' t. I U , CC(Q)~l( LAST WILL AND TESTAMENT OF MARGARET S. SMITH I, MARGARET S. SMITH, of 1046 Alexander Spring Road, Carlisler Cumberland County, pennsylvania, being of sound and disposing mindr memory and under~tanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all prior wills and any and all codicils theretor by me at anytime heretofore made. FIRST I direct the payment of all of my just debts, including my funeral expenses, attorney's fees and administration expenses, including inheritance taxes, as soon after my death as my be practicable. SECOND I give, devise and bequeath the automobile I own at the time of my death to my son, WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, pennsylvania. If my son WILLIAM S. SMITH does not survive me, then I giver devise and bequeath said automobile to my son THOMAS S. SMITH of 135 Townsend Drive r Hummelstown, Dauphin County, Pennsylvania 17036. Jr/('/.f~d j },,,,,,-1;1. J/;>/91, . THIRD I give, devise and bequeath my Thomas Organ to my son, THOMAS S. SMITH of 135 Townsend Drive, Hummelstown, Dauphin County, Pennsylvania 17036. If THOMAS S. SMITH does not survive me, then I give, devise and bequeath said organ to my son WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, Pennsylvania. FOURTH The remainder of my entire estate, wheresoever situate, realr personal or mixed, I give, devise and bequeath to my sons, WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, Pennsylvania and THOMAS S. SMITH of 135 Townsend Drive, Hummelstown, Dauphin County, Pennsylvania 17036 equal shares, per stirpes. FIFTH I nominater constitute and appoint my son, WILLIAM S. SMITH of 1046 Alexander Spring Road, Carlisle, Cumberland County, Pennsylvania Executor of this my Last Will and Testament. In the event WILLIAM S. SMITH is deceased, unable or unwilling to serve, then I nominater constitute and appoint my grandson, CHARLES A. SMITH of 473 Jacksonville Road, Hatboro, Pennsylvania 19040 to serve as successor Executor. -; I' f} . _I. I.. ~ ~. ~,. ~. SIXTH I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principle of my estate. SEVENTH No fiduciar9 acting hereunder shall be required to post a bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this ~S fh day of ~, 1996. ~...L- 9'h . k' iY TN SS <:_ 1~ fJ1. 1lvnrnJi' WITNES II~ 1".1 h. 111"1 ~. ,,~.' .~ .... COI.lI.lOt4WUUlt Of 'fNt4~'fIVANIA ItHfUlJANCf fAX RflullN l(SIOtNf DfCf01Nf ---.------ -.----.----~-------.______ __n_ ____ ESTATE OF SNITII, MARGARET S. Join' 'enan'll)' ---------------___ ____.u __._~___. NAME A. William S. Smith B. C. Jolnllv~ow".d prop.rtv: I SCHEDULE F JOINTLY-OWNED PROPERTY --- -----~--~----_._------------------- -..---------------- ----------- FILE NUMBER 1996-00)12 . ..--- ADDRESS 1046 Alexander Spring Road CarliSle, PA 1701) ._--~------ -'--- ------,--- - - --- --------- RELATIONSHIP TO DECEDENT Son ITEM LmER DATE FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET %INT, DECEDENT'S INTEREST 1. A. 5/26/9' Harris Savings Bank Savings Account 19-60-001170 $12,944.96 50% $6,472.48 2. A. 7/2)/9. Harris Savings Bank Savings Account 19-60-00125) 1)6.53 50% 68.26 3. A. 7/23/8 Harris Savings Bank Checking Account 19-00002345 9,927.17 50% 4,963.58 II. I A, 7/23/8 Harris Savings Bank I Checking Account 19-0000235: 1,801. 52 50% 900.76 I I I - TOTAL (Aho enter on line 6, Recopitulalion) S12 ,405. 08 , (II more space is needed inser' adcJj/iono/sheels of Some size) -r- . " April 26, 1996 Sa:lus & Verret 7 Irvine lb<I P.O. !lox 936 Carlisle, PA 17013-0936 '.llHARRIS' D SAVINGS BANK 1 101111... Sil\'lII~'" ()pt'lilllflll.... Cl'lIll'l h:':) NUllh l~th Slll'l'l I.cllloync. 11l'1lI1S~.I\';lIl1a 1 'ltl.I:S 71717:11.1o\,1O 71717:11.UH5lJ FAX ~brqarct S. Sn1 th 7ne infor=atian which you requested C~ th~ acco~t(s) o~ ~ is a3 !0110',J5: Accou:.t Number(s) Class or Acco~~ Date O?~lIed Princip~l Bilacce Ac:rued In~e:es: :;ala.'lce at D3.te of Death ~""':Ol:.!.\~ D-.mer31:ip Name of Joint Owner. if /lIlY Date Olomership was Established Additional L'l!or- mation requested Zo~~al Sc:~~ty # 187-16-5494 19-60-001170 19-60-001253 19-00002345 Savings Savings 0leckiJ'>;J 5-26-93 7-23-93' 7-23-85 $12,940.28 $136.48 $9,911.33 - 4.68 .05 15.84 12,944.96 136.53 9.927,17 ,Joint Joint Joint William J. 9ni th Som:J &1ITC 5-26-93 7-23-93 7-23-85 Infonratloo fran the M:Jrtgagc ~t will tc forthcaning. .--'" --. -- ACCOUNT NUMBER(S) 19-00002352 Chlc:kir<.J CLASS OF ACCOUNT 7-23-85 DATE OPENED $1,800.65 PRINCIPAL BALANCE .87 ACCRUED INTEREST BALANCE AT 1,801.52 DATE OF DEATH Joint ACCOUNT OWNERSHIP willinm J. NAME OF JOINT Snith OWNER (if any) 7-23-85 DATE OWNERSHIP ESTABLISHED Sincerely, ~L.-~~~ L. 0110 Sr. Retail Mninistration services Rep. ACCOUNT NUMBER(S) CLASS OF ACCOUNT DATE OPENEO PRINCIPAL BALANCE ACCRUED INTEREST BALANCE AT DATE OF DEATH ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) DATE OWNERSHIP ESTABLISHED jJ~",,__._ ,~ ..1..,..;.\,1....1;....._ I ... . . ,.1.,1 . ~ ,'I [C O;;,~ f: n OF ~r'~"~ {' . trll........ l.......l..J ,~,. :J:":IL/.,lJ:' COUNTY - f.!. '96 PIn, 26 API'10 10 c/o rti PARCEL J.D. NO. 08090523024 THIS DEED MADE THIS .;(5' -If.. day of thousand nine hundred ninety-six . th-", '--( ..l, ( 1996) in the year one BETWEEN WILLIAM S. SMITH, single person, and MARGARET S. SMITH, single person, his mother, of Dickinson Township, Cumberland County, Pennsylvania, hereinafter referred to as "Grantors"r AND WILLIAM S. SMITH, single person, of Dickinson Township, Cumberland County, Pennsylvania, hereinafter referred to as "Grantee". WITNESSETH, that in consideration of One Dollar ($1.00), the receipt whereof is hereby acknowledgedr the said Grantors do hereby grant and convey unto the said Grantee, his heirs and assigns: ALL THAT CERTAIN tract of land with improvements thereon erected situate in the Township of Dickinson, County of Cumberland and Commonwealth of Pennsylvania, more particularly bounded and described in accordance with a survey made April 30, 1976, by Stephen G. Fisher, Registered Surveyor, as follows, to wit: BEGINNING at a point in the center of Township Road No. 467, known as Alexander Spring Roadr said point being .31 mile East of T-466 and at land now or formerly of James A. Eckart; thence along said lands now or formerly of said Eckart, North 19 degrees 40 minutes West 226.04 feet to a point on the southern right-of-way of Interstate Route 81; thence along the said right-of-way of Interstate Route 81r North 65 degrees 36 minutes East 200.68 feet to a point on line of land now or formerly of Delp; thence along lands now or formerly of Delp, South 19 degrees 40 minutes East 242.6 feet to a point in the center line of said Township Road No. 467; thence along the center line of said Township Road No. 467, South 70 degrees 20 minutes West 200 feet to the point and place of BEGINNING. BOC' 13ti PIM 617 BEING the same property which O. Leonard Lins and Beverly D. Lins, his wife, by their deed dated october 26, 1989 and recorded in Cumberland County Deed nook 34F, Page 1188, granted and conveyed to William S. Smith and Margaret S. Smith, his mother, Grantors herein. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS .WHEREOF, said Grantors have hereunto set their hands and seals the day, month, and year first above written. -#TN~5,i";;:'i~r ,4/.//.bA< ~ WILLIAM S. SMITH l1uWTI,I'''''' MARGArfT S. , j/ (t'udi'/ SMITH COMMONWEALTH OF PENNSYLVANIA S.S. COUNTY OF CUMBERLAND On this, the ~ day of '-nfk.(lh ' 1996, before me the undersigned officer, perso ally appeared William S. Smith and Margaret S. Smith, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand NotatIaI Seal 8aI\>aI:l E. Stool. NolaI)' Publ'll CansJo Bora. Cu"'lJor1",..1 CO"l'1y I do hereby cerli fy tha t the prec seMIt"(iJS'tdefi(lt!!'.)an~jl'''I!bm post office address of the within Grantee IS: 1046 Alexander Spring Road, Carlisle, PA 17013 c .-,...<i._.. Jh (L\. ._L ac eline M. Verney, Attorney for Grantee BOO!: 136 f.\CE 618 ~. . '.Jtll"HI-Wll"QI\~ O..d. $N;lrl 'orm Nt oll909-Nf~ 11;1I PtooII)oIMOId,"'G '-"'Y ttoll, In(, InoIlOIlO. r,. \./ -d cc co [P"V ~bi~ l\ttb, MADE THE a~ clay of October of our lAJrd one thousand nine hundredeighty-nine (1989) ill the year BETWEEN O. LEONARD LINS, JR. and BEVERLY D. LINS, his wife, of Dickinson Township, Cumberland County, Pennsylvania, hereinafter called Granturs . alld single person, single person, WILLIAM S. SMITH/and MARGARET S. SMITH,/his mother, of the Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter called Gralltees : WITNESSETH, that ill cOllsideratioll of Eighty-Eight Thousand Nine Hundred and no/100------------------------( $88 ,900.00 )____________________Dollul's, ill halld paid, the receipt whereof is he,'eby acknowledued, the said urantol's do herl.by ornll! alld cO'lt'ey to the said UralltclS , their heirs and assigns as Joint tenan ts with right of survivorship and not as tenants in common. ALL that certain tract of land with improvements thereon erected situate in the Township of Dickinson, County of Cumberland and Commonwealth of Pennsylvania, more particularly bounded and described in accordance with a survey made April 30, 1976, by " Stephen G. Fisher, Registered Surveyor, as follows, to wit: BEGINNING at a point in the center of Township Road No. 467, known as Alexander Spring Road, said point being .31 mile East of T-466 and at land now or formerly of James A. Eckart; thence along said lands now or formerly of said Eckart, North 19 degrees 40 minutes West 226.04 feet to a point on the southern right-of-way of Interstate Route 81; thence along the said right-of-way of Interstate Route 81, North 65 degrees 36 minutes East 200.68 feet to a point on line of land now or formerly of Delp; thence along lands noW or formerly of Delp, South 19 degrees 40 minutes East .' ~' =- \-' ."" 'r <lJ .... 'd<lJ or! C.... :< "'or! LC< :< <Il ~ :l: . 'dor! <.:I Cl::<Il ~.<:: (- H Q ""or! Z .<:: ^ Z :.: ^ ^~ <J ~ 0) ^ ~~ <( :;: 1110) W ZZ Cl::: oil In HH :;:0) >> ~ ...:l...:l 0) Cl::: Z<lJ " He ~ . .0) <( ~H Cl::~ 0)8 Cl::O <C ~ ~ H+J :<:>< ~ ~~ +J O...:l ^<C 111Cl:: H<C Z ...:l111 ...:lO ... H > ...:lCl:: ~ '111 H<C 00:1 ~:;: H ~::~::O:'~~~,~,~~..~~..,~~~~:~~,~~~~~.,......, } ss. RECORDED on this ..........,................... clav of ................,..,.....,.......,.............. A. D. 19......." in the Recorder's office of the said Countv, in Deed Book Vol. ........,....,........... Paue ,......,................. Givell under mv hand and the seal of the said office, the da.te above written. ....,..",."",.."..,..,..,..,..",...",.."....,.."..."....," . Recorder, Steven W. Barrett Real Estate 124 N. Hanovor Stroot Carllslo, PA 17013 (717) 243.6646 May 29,1996 Jacqueline Verney Allorney At Law 7 Irvine Row Carlisle, PA 17013 RE: Property - 1046 Alexander Spring Road Carlisle, PA 17013 Margaret S. Smith Estate 96-0461 Borrower. File No.. Dear Sir or Madam: In accordance with your request, I have personally Inspected and prepared an appraisal report of the real property located at: 1046 Alexander Spring Road, Carlisle. PA The purpose of this appraisal Is to estimate the market value of the property described In the body of this appraisal report. Enclosed, please find the appraisal report which describes certain data gathered during the Investigation of the property. The methods of approach and reasoning In the valuation of the various physical and economic factors of the subJect property are contained In this report, An Inscectlon of the crocertv and a study 01 pertinent factors, Including valuation , ' CORRECTION Previous Image Refilmed to Correct Possible Error I [ ! Steven W. Barrett Real Estate 124 N. Honovor Streot Corllelo, PA 17013 (717) 243.6646 May 29,1996 Jacqueline Verney Allorney At Law 7 Irvine Row Carlisle, PA 17013 RE: Property. 1046 Alexander Spring Road Carlisle, PA 17013 Margaret S. Smith Estate 96.0461 Borrower. File No,. Dear Sir or Madam: In accordance with your reques), I have personally Inspected and prepared an appraisal report 01 tho real property located at: 1046 Alexander Spring Road, Carlisle, PA The purpose 01 this appraisal Is to estimate the market value 01 the property described In the body 01 this appraisal report, Enclosed. please IInd the appraisal report which describes certain data gathered during the Investigation 01 the property. The methods 01 approach and reasoning In the valuation 01 the various physical and economic lactors 01 the subject property are contained In this report. An Inspection of the property and a study 01 pertinent factors, Including valuation trends and an analysis of neighborhood data, leads the appraiser to the conclusion that the market value, as 01 5.16.96, Is : $110,000 The opinion of value expressed In this report Is contingent upon the Limiting Conditions allached to this report. It has been a pleasure to assist you: III may be of further service to you In the future, please let me know, Respectfully submllled, Steven W. Barrell Real Estate /JM;?,.,,.h4 a~~o:ll- C CROCKETT PA Certlllcallon #RL.001346.L StnlftW.Ba".,P,lIlhllll (717)241-5141 .l....'~l' U. 1'"1 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES I!~'~,~l\ ...Ef,,,.. COMMONWlAlTH 0' '(NN~Yl""N1A INH(RlTANCl TAX IllUIN IUlOlNT DfCfDlNT ESTATE OF ITEM NUMBER Ploa.o Print or Typo FILE NU BER 1996-00;12 SMITH, \ MARGARET S. AMOUNT DESCRIPTION A. Funoral Expon...: 1. B. 1. 2, 3, 4, C. 1. 2, 3, 4, 5, 6, 7, 8, $1;110.00 Hoffman- Roth Funeral 219 llorth Hanover Carlisle, PA 1701; Cremation, Death Certificates, Memorial Service, and Register Book Administrative Ca.ts: Personal Representative Commissions Social Security Number 01 Personal Ropro.entative: Yoar Commi..ian. paid Attorney Fee. Jacqueline M. Verney, Esquire 7 Irvine Row Carlisle, PA 1701; 1,250.00 I Family Exemption Claimant William S. Smith Rolation.hip Son ;,500.00 Addre.. 01 Claimant at docedenl" dealh Street Addre.. 1046 Alexander Spring Road City Carlisle State PA Zip Code 1701; 76.00 Probate Fee. MI.cellanoau. Expon...: 71. 04 Sentinel Newspaper- Advertise Letters Testamentary Cumberland Law Journal- Advertise Letters Testamentary 60.00 Steven Barrett Real Estate Appraisal 250.00 ;0.00 Transfer Fees- Car Title PennDot TOTAL (AI.a enler on line 9. Recapitulation) $ 6,5/1..04 (II mar. .pace I. n.eded, In.ert additional .hoots al.ame .Ize,) 0 C) 0 0 00 0 0 0 0 0 0 00 0 0 II> U) 0 0 all> II> 0 O'l c> '" '" O'lM '" ., O'l C'l '" M M 0-< VI ., VI III III Vl V. '0 a: .c .M +' ",,,, 'rl 0.0 E .cUl..... :c .c 1a \J1~ II Ul +' ... +J 'rll-< 1 III ! ,:,< 11--': 5 E <lJ Ql 0 OJ <0 Ul Ul'O<C I-- '0 0 I-- II a co en Cel. CD l~ en +' . III 1II ... Ql Ul>< . <lJ I-< U I-< Ql <lJ 'rl <lJ III E.-4.-4 0. +' M '" III <C <Il 0 <lJ 1II ... I-< 'rl 'rl U O'rl III .-4<0.-4 'rl '" ,., :E: .-4~1-< '0 " <lJ lO ol"iO co ii <lJ I-< a: :E: :;:"'U C 'rl <lJ g,~ e. .!l "" Ul'" ! It 'rl ~~ +' o-illl ! I-< lOo-i "6 1l~ 1 Ql 'rl lO _ ii U ...'rl G il-< 9 01-< !l .!!U '" ! i 'C: E e " 0 3 ~ ~+J II <lJ <lJ <lJ 8 Cl ;z. ... ... I- :E::E: U Ql I-< 'rl C " ,a ~ t .l! ~~ il a .:loll .ll '" ".l! is " ~'" 1 .;; " li ] -8 '" g ",;r!ll g < "'~ " G -a 8i ~ '" ~h!l, VI 0( <- -Ill Q ~ e ,., Ubi t Illl PROOF OF PUBLICATION Stole 01 pennsylvonlo, County 01 Cumberlond. ss: Marian M, Welsh, Classified Ad-Visor 01 THE SENTINEL, ollho Counly and Slalo aforosald, being duly sworn, deposes and says Ihal THE SENTINEL, a newspapor of general circulation In Ihe Borough 01 Carlisle, Counly and Slale aforesaid, was eslabllshed Decombor 131h, 1881, since which dale THE SENTINEL has been regulorly Issued In sold County, and Ihat Iho printed notice or publication allached herelo Is exactly Ihe some os was printed and publlshOd In Iho roulor odltlons and Issues 01 THE SENTINEL on Ihe following dalos, vlz Copy 01 Notice of publication May 2, 9,16,1996 " '! ~X1!CUTOR'I~.. ;,t' .un,,. ,..llmlnlary on lhl "1111,01 fV...' IIAROAf'ETI8..8MITH. Ill' ol~' Townlhlp!. '01 Dlckln.on, cum~"I~~d,CO~nly,P""dl"l co...d, h.lVI boon gronl'd IQlI1..undtllilll\Od,'. A1\P',"0n. knowing l/1'IJI"l-(dl6.b,,1rid'bl,;, 'od to lid Eola" wil mjk'1lI\'llllnrim'mod~ 'at,ly.an.cl tho.. hlvll'lg Clllrn\YJ'lIlD;'II'1\'Il ,thlm tor IIt1Ilmlntto: ;~".. .',1\f,~~~'.v.~-'l . . .". "f'- .....' ..'t , :!'.' :~ij~~, ~.wail8m'S. Sm"h , .. . ..~~." '. " E.lIcU1or, " ,'..' JAcquohnCl M. Vemey. ~'l:1. ~, ," ., SODUS & VERUEY ". ",'. Anom8y' . h" 1,1 J 1- 71rv\neRow.P.o.OoIlD3G: &1 t. .':'I'~,' Cartlll', PA 17013 .. ". ,.' I . Alliant further deposes that he Is not Interested In the subject matter of the aforesaid notice or advertlsement, and that all allegatlons In the foregoIng statement as to time, place and character of publication are true. --nt~ ~ ~ May 29,1996_ Sworn to and subscribed belore me this 30th day of May ,19 96 LE6-~ PO" Smith Estate CLASSIFIED ADVERTISING INVOICE w~ ;l11Z~lIc RETURN THIS PORTION WITH YOUR REMITTANCE 71,04 78,14 Ad It 83677 My commission expires: ~;r]:JUS 1, 'JERNEY LAW 0 ;. IRVINE ROW P (J 1l0X 936 CARLISLE P.... 17013 Notll;..lI SOOl W(1:dfL.MO~~~1'\dC Caf'6\<l Bora Cunoueo1and My~EJ<PnlSJ\lno 2, 1 7 ,p~~ot " CUMBERLAND LAW JOURNAL 2 LIBERTY AVENUE CARLISLE, PA 17013 Mav 17, 1996 Cumberland Law Journal Is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Jacqueline M. Verney, Esquire RE: Margaret S, Smith Estate Legal advertisements must be received by Monday Noon, All legal advertising must be paid in advance, Make all checks payable to: CUMBERLAND LAW JOURNAL, ============================================== Advertisement inserted on following dates: MAY 3, 10, 17, 1996 Advertising Cost $ 60,00 Proof of Publication $ 00.00 Second Proof Requested $ 00,00 Payment Received $ 60,00 Total Amount Due ~ 00,00 Payment received Aoril 25, 1996 by Becky H. Morgenthal, Executive Director or",:"",,* lO""MQ'jwl"l'HOt P1NN'''V..J.j.... INHIIIUN(I 'A' '''lI'N "'IOI..IOICIDINI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS _P~a.o Prlnl__a~ TVpo FILE NUMBER 1996-00312 ESTATE OF SMITH, MARGARET S. ITEM NUMBER DESCRIPTION AMOUNT I, Mortgage 1046 Alexander Spring Road, Carlisle, PA Harris Savings Bank Account # 0104012719 !Jate of death balance $.511,788..51 $27,394.2.5 William S. Smith and Decedent were Joint obiigors on tho debt. 2. Personal taxes- County and Township 9.90 TOTAL (Aho enter on line 10. Recopi.ulo.ion) {II mom space is nt;,eded, insert addi,ionol sheels of some size.} $ 27,404.15 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, J 55: William S. Smith _ __ _.n.__' _____.________.__-- -...--- boing duly Sworn __ according 10 law, doposos and says thai ho _ Is the Executo~__ --- ,___---------- 01 tho Estalo of Mar~aret S. Smith lalo 01 __Dickinson Towns)1ip __ ---, Cumborland Counly, Pa., docoasod and that the 'Ih" . I d b William S. Smith th 'd Executor WI In IS an Inven ory ma 0 y _.______._~__.._ - --- -----1 e sal of Ihe entiro oslalo of said docodonl, consisting 01 all the porsonal prol'.rly and roal ostato, excopt roal ostalo outsido Iho Commonwoalth of Ponnsylvania, and that tho liguros opposite each itom of tho Invontory roprosont it's fair valuo as of tho dato of docodent's dealh. and subscribed beforo mo, ~CV~~Cl, bcvv~<..d- (~~(L? _&/ ~(&1-4.~~J executor. Administrator 1046 Alexander Spring Road l'llvL 'd' :':Oai Dca!,na R. L,...o... r-:..H p&,;~: My Commission Expires S,..,! 2';"'!?'>9 Mtmbar, Pennsyl\-.amil Assotiiiti:::1 01 f~olar:cs Carlisle FA 1701) Add,... Date of Death _---5-- Ooy April Month 1996 Yu, INSTRUCTIONS I. An inventory must bo filed within three months after appointment of personal ropresontative. 2. A supplement invontory must bo filod within thirty days of discovery of additional a..ets. 3. Additional sheets may be attached as to porsonally or roalty 4. See Article IV, Fiduciarios Act 011949. >- ,; :a .. ... w ~ '" < II ~ W III .. 00. ... !i u II 0 .. 0 W II> 0 C '" ,.. '" W II .. l- X 00. :51 LC< 00. C ... -' LL .,; ~ Z < 0 ....., 51 '- 0 LL -' a' 00. ~ W < w > 0 '" tfl, ~I ,;. < "" z oil - z 0 c C " II> Z 0 0 '" ..,1 U Z w < ....., ... 00. <lJ1 ""I "" f4i c nl' II bO~ - -;: '" 0 .. '\ :l)!' J> "" ... .. E - .! 0 II " 0 ..J U ii: CD [ lnvonlOlY 011110 111111 IIIllI IllllllulIlIl 1111 I IIltt 01 __.-1'\1lr6/lrot B. :;1111 t.h !locOllsOlI ---r- I PerBona11ty 1991 Ford Encorl I.X :Jodan $6,000. 00 $ 100. 00 Thoman Organ r ': i TOTAl. r I 1$6.100. 00 1 r \ , I ; -1(-' " ," /':J REV-1S47 EX AFP (lZ-9S*, CO""ONWUlltt Dr PENNSYlVANIA . OEPART"ENT OF REVENUE BURUU Dr INDIVIDUAL tAns , . DEPT. ~a0601 HARRISBURC, PA 11I..a-0601 :iI,- ESTATE OF SMl'TH DATE OF DEATH 04-05-96 ~ NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 MARG"AR~ T 5 FILE NO. COUNTY DATE 09-23-96 Zr9F03~r2 CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: JACQUELINE M VERNEY ESQ 7 IRVINE ROW CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Renitted CUT' ALONG THIS LINE .. RETAIN LOWER PORTION FdR YOUR RECORDS ~ 'ifE'v:i5'4TEiC"FP""m-:9ffl--NOT'icE--ci-':-YNHEiiifANCn'AX-il-PPRiI-isE'ifENT-,--"Ll"c)'WAiicf-oR'""-------------.- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SMITH MARGARET S FILE NO. 21 96-0312 ACN 101 DATE 09-23-96 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ahh returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spausa1 16. Anount of Line 14 taxable at 17. Anount of Line 14 taxable at 18. Principal Tax Due TAX RETURN WAS: (XI ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.te (Schedula Al III 2. Stocks end Bonds ISchedu1e BI 121 3. Closely Hald stock/Partnership Interest ISchedule CJ C3J 4. Hortgages/Notes Receivable (Schedule OJ (4J 5. Cash/Sank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule HI (9) 10. Debts/Harigage L1ablli Ues/Liens (Schedule I) '10) 11. Total Deductions 12. Net Value of Tax Return . 13. Charitable/Covernmental Bequests (Schedule J) 14. Nat Value of Estate Subject to Tax NOTE: rat. Lineal/Class A rat. Collateral/Class 8 rate IISI IIbl 1171 TAX CREDITS: PAYHENT DATE 07-03-96 RECEIPT NUHBER AA146507 DISCOUNT ('1 INTEREST (-I 109,57 CHANGED ,00 ,00 ,00 ,00 6.100,00 12.405,08 52.000,00 (81 70,505,00 6,577,04 27,404.15 Ill) 112) 113) 114) 33,981 19 36.523.81 .00 36,523,81 .00 36.523,81 ,00 X ,00= X ,06= X ,15= lIB) ,00 2.191.42 ,00 2.191.42 AHOUNT PAID 2.081,85 i TOTAL TAX CREDIT ! I BALANCE OF TAX DUE I I INTEREST AND PEN. I ! TOTAL DUE j 2.191.4;: ,00 ,00 , ,00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I 'o'oJ " :,:.. \.)() ,. RESERVATION' E.'.'" of d...d.n', dvlng on or b.fo" O....b.' 12. 1982 -- If .nv fu'u" In..r..' In ,h. ...... I. .r.n.f.".d In poslelslon or enJoy.ent to Clals a (collateral) bon.flclarlo. of the decedent after tho eMPlratlon of any estate for life or for year., the Co..onwealth heroby e.pro'lly re,ervo' the right to appraile and a,.e'S tranlfer Inherltanc. TaMe. at the lawful Clal' B (collateral) rate on any such future Intere.t. PURPOSE OF NOTlCE: To fulfill the requlre.ent. of Section 2140 of the Inhorltanc. and Eltate fa. Act, Act 22 of 1991. 72 P.S. Section 2140. PAYKt:NT: Detach tho top portion of thl. Notice and sub.lt with your pay.ont to the Register of Wills printed on tho rever.e side. .-Halle check or .oney order payable tOI REGISTER OF MILLS, AGENT All pay.ents recelvod shall first be applied to any Interest which gay be due with any re.alnder applied to the ta.. REFUND leR', A ,.fund of . ... .,.dl', whl.h w.. no' r.qu.,..d on .h. T.. R,'u,n, ..v b. r.qu....d bV .0.,I..lno .n .A"ll...lon for Refund of Pennsylvania Inheritance and Estate TaK" CREY-1313). APplications are 'available at the Offlco of the Regl,ter of Wills, any of the 23 Revenue District Office., or by calling the Ipeclal 24-hour anlwerlng service nu_bers for for.' ordering: In Pennsylvania 1-800-36Z-2050, outside Pennlylvanla and within locel Harrl.burg area (717) 787-8094, TOOl L711) 772-2252 CHearlng I.palrod Only). OBJECTIONS: Any party In Interest not satisfied with the appralse.ent, allowance or disallowance of deductions, or asses,_ent of tax (Including discount or Interelt) a. shown on this Notice .u.t Object within sixty (60) days of receipt of this Notice by: --written protest to the PA Depart_ent of RIV.nu., loard of Appoal., Dept. 2810ZI, Harrisburg, PA 17IZ8-IOZI, OR --election to have the .atter deter.lned at audit of the account of the personal rerresentatlve, OR .-appeal to the Orphans" Court. ADHIN ISTRATlVE CORRECTIONS: Factual errors dl.covered on this assesseent should bo addressed In writing to: PA Depart.ent of'Revenue, . Bur.au of Individual Ta.es, ATTN: Post AI,ess.ent Review Unit, Dopt. Z80601, Harrllburg, PA 17IZ&-0601 Phono (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance TaK Return for a Re.ldent Decodent" (REY-lSOI) for an ..planatlon of ad.lnl.tratlvelY correctable .rrors. DISCCUNT: If any ta. due I. paid within three (31 calendar .onths after tho dlcedent". death, a five Plrc.nt (5X) discount of the taK paid II allowed. PENal TV: Tho 15X ta. a.nelty non-participation plnalty I. coaputed on the total of the tax and Interost asselsed, and not paid before January 18, 1996, tho flr.t day after tho end of the ta. ft.nesty porlod. This non'partlclpatlon penalty Is app.alable In the sa.e .annor and In tho the sa.e tl.e porlod as yoU would appoal the ta. and Interest that has beon ass.ssed as Indicated on this notice. INTEREST: tnterest Is char god bog Inning with first day of delinquency, or nine (91 ~onths and one (11 day fro. the date of d.ath, to the date of pay.ent. Ta_os which boc... delinquent before January I, 1982 boar Int.rest at the rate of SIM (6~) porcent por annu_ calculated at a dally rate of .00016~. All ta.ol which beca.e delinquent on and aftor January I, 1~82 will bear Intorelt at a rate which will vary fro. calendar year to calondar yoar with that rato announced by the PA Copart.ent of Revenue. the applicable Intere.t ratol for 198Z through 1~96 are: ~ tnt.rost Rllto Daily Internt Fllctor !!!! tntornt Rilla Caily Intorost Fllctor 1987 9~ .000247 19aa-19~1 llX .000301 1992 9~ .000Z~7 1993-1994 n .000192 1995-19"6 9% .0002107 19&Z 19U 1984 1985 19&6 --Intonlt 20iC 16X ll~ In 10~ Is calculatod as .000548 .000U8 .000301 .000356 .000Z74 follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "Any Hotlc. Issued after the taM beco.es dellnquont will roflect an Interost calculation ta flfto.n (15) days b.yond tho date of the assels..nt. If pay.ent is .ado aftor the intorest co.putatlon date shown on the Hotlce, additional Int.rest .ust be calculated. I N HE: ES'J'A'I'E OF MAHGMlE'1' S. SM I '1'11, DECEASED l"ILl~ NO. " /f, I. HECEIPI' AND RELEASE The circumstances leading up to the execution of this instrument are as follows: 1. Margaret S. Smith died April 5, 1996, testate. On April 15, 1996, Letters Testamentary were issued to William S. Smith, son of the decedent. 2. Under the terms of her Last Will and Testament, Margaret S. Smith bequeathed her automobile to her son, William S. Smith, her Thomas Organ to her son, 'I'homas S. Smith and the residue of her estate to her sons William S. Smith and Thomas S. Smith. 3. The Executor, William S. Smith, advertised the grant of letters Testamentary, prepared and filed an Inventory of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return and paid the appropriate taxes thereon. 4. The Executor has paid all of the taxes, debts and expenses of the estate known to him and he has no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the estate nor does he have any reason to believe there are any such claims. 5. The Executor has caused the attached statement, Exhibit A, concerning estate receipts, disbursements and distributions to be prepared. The only items to be distributed are the decedent 's automobile and the Thomas organ. 6. The Executor has tendered to Thomas S. Smith, the Thomas organ pursuant to Paragraph 3 of the Last Will and Testament of the decedent. 'I'homas S. Smi Lh hilS noL responded to two letters advising him of his interest in Lhe Thomas organ. 'I'homas S. Smith has failed to respond to a request Lo disclaim his interest in the Thomas organ. 7. The Executor and heir desires that this Receipt and Release make unnecessary the filing of a formal accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. NOW THEREFORE, intending to be legally bound, the Executor/heir does hereby: A. Waive the filing of an account of the administration of the estate in any court. B. Declare that the undersigned has examined the attached informal account (and statement/schedule of distribution) of the Executor; find it to be true and correct in all particulars; accept and approve it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the distribution had been awarded by the Court in accordance with the statement/schedule of distribution. C. Warrant that the beneficiaries named in the informal account and statement/schedule of distribution have been tendered their distribution and that Wi 11 i am S. Smith has accepted the automobile and the Executor stands ready to distribute the Thomas organ to Thomas S. Smith, but that 'I'homas S. Smith has not indicated an intention to accept said gift nor agreed to disclaim said gift. D. Warrant that the ulldl'n;iljlwd knows of no outstanding and unsatisfied claims iH]ainst Llw l~state. E. Approve the distrihution as shown in the informal account and statement/schedule of distribution to the person set forth therein. F. Absolutel y and i rrevocabl y release and discharge the Executor and his heirs, personal representatives, successors and assigns of and from any and all actions, liabilities, claims and demands relating in any way to his administration of the estate and distribution in accordance with the informal account and statement/schedule of distribution and without a court accounting and adjudication. G. Agree to indemnify and hold harmless, the Executor and his heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Executor may incur as a result of the administration of the estate and its distribution in accordance with this Receipt and Release including but not limited to, any liability for any federal estate taxes, Pennsylvania Inheritance tax or any other death taxes, and any Pennsylvania personal property taxes, together with any interest and costs incidental thereto, relating in any way to the estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of law or fact. '~~~~' WIT,SS .~ l<--~ 'j J I tL-""J~ J {({.(;;t.vf4~of WII~LIAM S. SMJ'I'II ES'I'A'rE OF M^HG^HE'I' S. SM] 'I'll, DECEASED S'I'A'I'EMEN'I' OF D I S'I'H I BU'I'] ON ASSETS 1. 2. 1991 Ford Escort, LX Thomas Organ 6,000.00 100.00 Gross Estate 6,100.00 DISBURSEMENTS 1. Inheritance Tax 2,081.85 2. Register of Wills - Probate fees 76.00 3. Sentinel Newspaper - Advertise Letter Testamentary 71.04 4. Cumberland Law Journal-Advertise Letter Testamentary 60.00 5. Steven Barrett Real Estate Appraisal 250.00 6. Transfer fee - Car Title Penn Dot 30.00 7. Jacqueline M. Verney, Esquire - ^ttorney's Fees 1,500.00 8. Personal Tax - Carolyn R. McQuillen 9.90 9. Funeral Expense - Hoffman-Roth Funeral Home 1.340.00 $4,078.79 DISTRIBUTION 10. William S. Smith (heir) Paragraph 2 - Car 6,000.00 11. Thomas S. Smith (heir) Paragraph 3 - Organ 100.00 12. William S. Smith (heir) Paragraph 4 - 1/2 residuary 0.00 13. Thomas S. Smith (heir) Paragraph 4 - 1/2 residuary 0.00 Exhibit "^"