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HomeMy WebLinkAbout97-00750 ..... o . . ;:" . p o .. . tit ".W '~"" ;'.: .' ':0 ,'Z: ,,', "j',' ;': :-:;' ',', ",'". " .\" ":t,'.,''<;~<:' (', '.'.';' ';.:.: ... -, -- ...~" .-' PETITION FOR PRORATE and GRANT OF LETTERS ,~ 1_ q I - -; S-CJ No, To: Register of Wills for the Deceased, County of Cumberland in the SocIal Secumy No, 172-01-2661 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s). who islm~ 18 years of age or oldcr an the execuer in the last will of the above decedent, dated Oc t 0 be r 13 and codicil(s) dated Estate oj Wtnlfred B. Smith also known as named , 1912- (stale relevanl circlImstances, e.g. renunciation, death of e'l:C(:utor I etc.) Decendent was domiciled at death in Cumberland County. Pennsylvania, with " er last family or princi al residence at 1109 Apple Drive, Mechanicsburg, PA tf. ( ISl meel, number and muncipality) Dccendent. then 84 years of age. died September I , 1997 a(-1j09 Apple Drive, Mechanicsburg, Cumberland County, PA . Except as follows. decedent did nO! marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendem at death owned property with estimated values as follows: (If domiciled in Pol,) All personal property (If not domiciled in Pa,) Personal property in Pennsylvania (If nOI domiciled in Pol,) Personal property in County Value of real estate in Pennsylvania situated as follows: 5 5600,000.00 5 5 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) pres~nted herewith and the gram of letters testamentary (teSlamentary; ::!.dminiSlration c.t.a.; administration d.b.n.c.t.a.) theron, ''\c-' ( '~J f&// )1C<! ~ L------ Jon F~ LaFaver 120 Carol Street New Cumberland, PA 17070 ~ " ~ u :=-:; ~- " - 0:" = -=.2 ;.: 3d:: "~ :; O. ;;; = " Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ sa COUNTY OF CUMBERLAND J The pe..;:iDl~e\'(s) abovc-named swear(s) or affirm(s)_t~a.t the sF. erne nts in the foregoing petition are true and concCltO the be!.t of the knowledge and beliefof peti oner(s) a~lhat as personal represen- tative(s! of the abov,e deceden, petitioner(s) will we\~ an) :rulY, dt~is,r tl1~ ?(ate ac:rding to law. Sworn to Clr afflr e~ and subscribed { ~ { L ,- '<~~d;-t77(j--- ~ befor ' me this day of ,Jon_F. LaFaver ~ 19. ~ ~ ~ ... '" ,S'- :}.D~ . r; Regisrer E 10'\' 'I'.~" This ili 10 Lt:nil)' thaI till' infcmll.llion hl'I'l' {!,iVl'll i, llllll'l d~' luplnl 1111111 ,Ill . II '1',lIl.d ll'rlllil ,lIr2Jrl?JIi17~~I~' lill'll wilh IIll' ;1\ Local Rcgisnar. Thl' oligill,d u.onifiLlIl' will he Ic,rw,lrlkd III tilt' \1.111' \ n,d HI'I.II,,", ()lIlll' 1,,1 I'l'1I11.1IIl'1I1 filillg. WARNING: It 15 Illegal to dupllcale this copy by pholoslal or pholograph, i"l'l' fol' Ihi, It'llilil.lll'. ~.~,oo ".,n"".., ,,'{~\.1" UF Pf';>,. ,.' i\'"' 't,f" ~t;~~.. ~~%~~ I ~... ~ ,_. ~ 0- i W .. .}a \ . .. '.. ' fir I . .,;!'.' ~..f1 ~ .;s.,,'1 "',j> I,.:<f.'" ""/""Nl~\~"""" 'lQ/:'.':f!/!J!!rIC' J!ttLLJtL,fb.u:Lc.l1tj2ltY I Ol.t! Hq',I\tr.lr 4432115 (1 I., , J'" lor) -/ .L.. ':F,~Lii..L.!_J ,_ LL _ !>,ltl' ~ll H'~_t4JfI..a.r11 COMMONWEAL'" Ot' f'ENN8VlYANIA . DEPARJMENT OF HEALTH. 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" ';'1 ," , " '. ... .. -. t\I'I'JII!.(.,",; 1\1 STO~I>:, LAl"AVgn & STONE 21-97-750 " ,.I'I.':J .11.1 nl~ll.)(..d: STIlI:!:1 NI~'Y 'llr"'''lI~III.'''N"II. I'^ 17117\) ,. , .. , \) { ~ ',"", ..~{,_'_i"'f.;._.\ " ep\wl11.'.mith_wi.jfl .. LAST WILL AND TESTAMENT OF WINIFRED B. SMITH I, WINIFRED B. SMITH, of the Borough of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. ITEM I: I direct that my Executors hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby give and bequeath my grandfather clock unto my pastor, Dr. Jay F. Walters. ITEM III: I hereby give and bequeath all of my furniture and household equipment unto my friend, CARMEN (Mrs. Robert N.) RHOADS, of Enola, Pennsylvania, if she survives me. ITEM IV: I hereby give and bequeath the sum of twenty-five thousand and no/lOO ($25,000.00) dollars unto my friend, CARMEN (Mrs. Robert N.) RHOADS, of Enola, Pennsylvania, if she survives me. ITEM V: I hereby give and bequeath the sum of twenty-five thousand and no/IOO ($25,000.00) dollars unto the PRESBYTERIAN CHURCH OF Mechanicsburg, Pennsylvania. ITEM VI: All the rest, residue and remainder of my estate, whether real, personal or mixed and wheresoever situate, I hereby Page 1 of 2 '.. ~~~~)W~;i!,;;\:~;~~,~'::''''''I.;s:.'''''''''TC'''~"''';'~''~' "" .. give, devise and bequeath unto PRESBYTERIAN HOMES OF CENTRAL PENNSYL- VANIA, which serves the Carlisle Presbytery. ITEM VII: I direct that all inheritance and estate taxes be paid out of the residue of my estate and that the specific bequests herein be paid free and clear of said taxes. ITEM VIII: I hereby nominate, constitute and appoint my attorney, JON F. LaFAVER, ESQUIRE, or if he is unable or unwilling to serve, then I nominate, constitute and appoint DAVID H. STONE, ESQUIRE, or any other member of the law firm of Stone LaFaver and Stone as Execu- tor. IN WITNESS WHEREOF, I, WINIFRED B. SMITH, have hereunto set my hand and seal this 13ft day of ~ , 1993. ~ 11 ~~ WINIF DB. SMITH SIGNED, SEALED, PUBLISHED and DECLARED by WINIFRED B. S~(ITH, the above named Testatrix, as and for her Last will and Testament in the presence of us, who have hereunto subscribed our names as witness- es at her request, in the presence of the said Testatrix and of each other. c3mJUJtD Ol.M I d~ Page 2 of 2 ~ ',: ,'~"'~"":~7~"1~,~'I':~"'rf""''''I,r.,,-.,,/ -'-':"_!""Tr,",..t't,~",r;\'IJ,._~1i1_1,~;"~~,':j."~,,,,~h,,,\;~:\!.~ :":~~Iil,i'i~-.>,~;S:':'; :,;","!';~.J:;::.J\,iW 21-97-750 REGISTER OF WILLS OF CUMIIERLANIl COUNTY OATH OF SUBSCRIBING WITNESS Jon F. LaFaver aodillii (each) a subscribing witness to the will presented herewith. (each) being duly qualified according to law, depose(s) and say(s) that he W&S present and saw Winifred B. Smith the testatrix . sign the same and that he ~ned as a witness allhe request of testal rix in her presence and (in the presence~f each othe~) :<in)he presence of the other subscribing witr.m!es)), '. '\ .,! lC 'J / Sworn to or affirmed au:! sl.l(,scribed before ~.) J. !\(/2--&-?cL.------ his r:::-- day of \ . (Name) Jon F. LaFaver ___ 19~ 120 Carol St" New Cumberland, PA 17070 .t!..:..~ (Address) Regisrer (Name) (Address) " REGISTER OF WILLS OF .COUNTY ~, OATH OF NON.SUBSCRIBING WITNESS "~ / ch) being duly qualified a,cc'ording to law, depose(s) and say(s) that amiliar with the sign~ture of / codicil subscribi~witIJes5es to) the will presented herewith and . ~ codicil /gelieve~~ture on the will is in the handwriting of (eaeh) a subscriber hereto. testat_ of (one of the that to the best of knowledge and belief. / Sworn to or affirmed and subscrib~d before / me this / day of , / 19_ (Name) ~~_. I I , (Address) I i , I Regisrer (Name) (Address) (....,'-. ~ J .. ) r-. .-_. :' -u -.:'1 .. '" v_' , " -, 21-97-750 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS David H. stone ~k (each) a subscribing witness 10 Ihe will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw Winifred B. Smith the testat rix . SigH the same and that he request of testal rix in n er presence and (in the pr other subscribing witness(es)), signed as a witness at the each other) (in t p esence of the Sworn to or affim;Cd and subscribed before cr me t _ _ day of --~ g.Q ~ . ,.~ Register (Name) ~. stone 414 Brid2e ST., New Cumberland, PA 17070 (Address) I,::.J (Name) . - ,. (Address) --, I r:"L_ III REGISTER OF WILLS OF COUN:fV . \ .J -. ,,,.~ O&TH OF NON.SUBSCRlBING WITNESS/ / / / ./ ~ / /" , (each) a subscriber h~~ach) being duly qualified ac,~orciing to law, depose(s) and say(s) that ~,.,J:ami\iar with the sil\pliture of ' ',,-- / codicil testat_ of (one of the subscribing~itn.es'ses to) the will presented herewith and ';;Z codicil beiieve~'ihe.signature on the will is in the handwriting of / " // ............... / ................- / "- age and belief. that to the best of (Address) ~ Sworn to or affirmed and su me this cribed before day of 19_ (Name) Register (Name) (Address) ., CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Winifred B. Smith Date of Death: September 1, 1997 Will No. 2197-0750 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on September l6, 1997. Rev. Jay F. Walters 102 Wertz Avenue Mechanicsburg, PA 17055 Carmen (Mrs. Robert N.) Rhoads 114 Lancaster Blvd. Mechanicsburg, PA 17055 Office of Attorney General Charitable Trusts and Organizations Section Strawberry Sqr., 14th FIr. Harrisburg, PA 17120 Presbyterian Church of Mechanicsburg 300 East Simpson Mechanicsburg, PA l7055 Presbyterian Homes of Central Pennsylvania 1217 Slate Hill Road Camp Hill, PA 170ll Notice has now been given Rule 5.6(a). Date: '\.II..<t'7, thereto under Da ' one, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative x Counsel for Personal Representative ,. ."!".~_"'_"'''''''-''''''__''.,,,,~ "...., ",.u' -. ..- "..". ". - . JS-)Ol-5' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT RE'<-tllOO Ex'. (1-07) . ' OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE UEPT.280801 HARRI~~URG, PA 17120-0601 -'- DECEDENT CHECK APPRO- PRIATE BLOCKS CORRES- PONDENT FILE NUMBER 21 1997 COUNTY CODE VEAH 0750 NUMDER DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) Smith Winifred B. SOCIAL SECURITY NUMBER l72-01-266l 09/01/97 (IF APPLICABl..EISURVIVINO SPOUSE'S NAME ILAST. SOCIAL SECURITY NUMBER I='IAST,ANO MIDDLE INITIAL) DATE OF BIRTH 04/29/l913 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1 Orlgl aI R t 2 5 I II R tu n 3, RlmalndlrRlllur.n . n aurn . uppemena e r (dati of death prIor to 12-13.821 4. Umlted Estate 4a. rdu;~;~:~:~~~t.TtO;~~~~~~~2) 5. FederaJ Estate Tax Rtm. Required 6. DlcldlntDildTestatl 7. OlcldentMaintainedaLivingTrust 0 8. TotaJ No. 01 Safe Deposit Boxes (Attach copy of Will) (Altach copy of Trustl 9. U11 atlon Proceeds Received 10. ~~~~~~~~~~~r\~7~~~lt (dlltlf 01 death betwlln 11. ~~t~~~nstghtb)( under Sec. 9113(A) TIllS SECTION MUST BE COMPLETED ALL CORRESPONDENCE & CONl'IDENTIA1-T AX INFORMAnON SHOULD BE DIREC'I1!Il tob: NAME COMPLETE MAILING ADDRESS David H. stone, E e 414 Bridge Street FIRM NAME (If Appllcabla) New CuniJerland, PA 17070 stone LaFaver " Shekletski TELEPHONE NUMBER 717-774-7435 None OFFICIAL USE ONLY 1. Real Estata (SChedule A) (1) 2. Stocks and Bonds (Schadule B) (2) 705,385.n" :tJffil 3, Closely Held Corporation, Partnership ~l'l:" I.() ~ -: 0:> I';' Q or SCte-Proprletorshlp (3) None 4. Mortgagas & Notas Receivable (Schedula D) (4) None L.. .. c:; 5. Cash, Bank Deposits & Miscellaneous Personal ~ Property (SChedule E) (5) 23,972.54 I N 6. JolnUy Owned Proparty (SChedule F) (6) None 7. Inter-Vivos Transfers & Miscellaneous =:; .- RECAPIT - Non-Probate Proparty (SChadula G or L) (7) None~' enS. ULATION ~ .:. CO 6. Total Gross Assols(tola1 Unes 1-7) (0) _ _ 729,357.83 9. Funeral Expenses & Admlnlstra1ive Costs (Schedulo HI (9) 73,175,31 10. Dabls 01 Decadent, Mong. Uabllities, & Uens ISoh. I) (10) 5,996.05 11. Total DaducUons (Iolal Unes 9 & 10) (11) 79,121.36 12. Not Valuo 01 Estate (Une 0 minus Une11) (12)_ 650,236,47 13. Charllable and Governmenlal Bequests/See 9113 Trusts lor which an elecUon to tax has not been mada (Schedule J) (13) 619,493.-47 14 30 743.00 ., , 14. Nat Value Sub acllo Tax Une12 minus Line 13 15. Amount of iina14 taxabla at the spousal tax rate Saa Instructions on page 2 for applicable percentage 1S. Amounlof line 14 taxable at 6% rate 17. Amount 01llna14 laxable at 15% rale 30,743.00 x .15 (17) 16. Tax Dua 10 19. CftECKHEREIFYOUAREIlEaUESTINGA"IlEFUNDOFANOVEIlPAYMM. W&it.%iH?:.t? HiiiiiiBE SURE TOiANSWER.'.ALL..QUESTIONS ON'.'PAGE 2iAND.... RECHECK;MATH.;.;?H" ...t:ti.;:;: Under penalties at perjury, I declare 1hat I have examined this re1urn, Including accompanying schedules and statementsi and 10 1he best of my knowledge and ball It Is true, correct an mpleta, Declaration 01 praparer othar than Iha parsonal representativa Is based on all nlormaUon 01 which preparer has an we e. SIGN E TAX COMPUTA- TION x .:2-- (15) 0.00 x 0.00 ,os (1S) 4,611.45 4 6l1.45 ADDRESS Schedule attached DAY ~..-~-rr' DATE 1;- I-C;B ADDRESS 414 Brid e Street New Cu:1ri:lerlami, PA 17070 . I , I Estate of: winifred B. Smith 21-1997-0750 The follCMing person(s) are signing the return as representative(s) of the estate: Jon F. LaFaver 120 Carol Street Ne.1 CUnberland, PA 17070 , , . ' PA REV-ll5OO EX (1-97) Decedent's Com lete Address: STREET ADDRESS 1109 Ie Drive Pogo 2 CITY Mechanics Tax Payments and Credits: 1. Tax Duo (Pogo 1 Uno 18) 2. Cr.dlts/paymonts A. Spou.al pov.rty Cr.dll B. Prior paymonts C, Discount STATE PA ZIP 17055 (1) 4,611.45 4,380.87 230.57 Tolal Cr.dit. (A + B + C) (2) 4,611.44 3. Inl.resVP.nalty II appllcabl. D. Int.resl E. P.nalty 5, Tolal InleresVPenalty (0 + E) If line 21. greater than line 1 +lin. 3, .nter the dlff.r.nce. This 1.lh. OVERPAYMENT, Check box on Page 1 Une 19 to roqueat a re1und If IIn.1 + Iin. 3 I. gr.al.r than IIn. 2, .nter Ih. differ.nc., Thl. I. th. TAX DUE, A, Enler the Inter..t on the tax du.. B. Ent.r the total 01 Un. 5 + SA. Thl. I. the BAlANCE DUE, wNW'_ ....'-1ak~Check Payabl. to: R~~I~~~.~~.,!!\~, AGENT <:~::tj{.;:;:;:::::"'~"':, , /;:'t".':", ~:;::t:::( ::::.;:;::;~:;::?::::::::::::::::;:;::,::":::.,:-":..,.. ". . ". ......., ' .. ',...'. ..,..,.....- ,. ::::,,::::.:::::::,:::::::::y::;}':t:jt;::t::::;:tt:;m:::\::i\;\!::r:lj\:l;:;JW (3) 0.00 (4) (5) O.Ol (5A) 0.00 (5B) O.Ol 4. riI~111f.1Iffi[lJ\1\llt~~\:m:\ ":::':::::':;:{:{:;::::/:{ . '." ..... '.,.:,:.:~,:.::,:.:. ..,... --, ".". ::,:.:,}::::~:.:.:.: ,.;.:,::=:;, ;::m:m::ttt::: ,> "~ ~ . ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old deced.nt make a tran.f.r and: Ves a. r.taln the use or Incomo of the property tran.f.rred;, , . , . . . . . ... . . . . . . . . . , . . . . . . . . . . . . . . .. , . b. r.laln the right to d..ign.te who .hall use the prop.rty tran.f.rr.d or its Income;. . . , . . . . . . . . . . . . . . c. retaIn a reversionary Interest; or.. . . . . . . . . . . . ... . . . . . . . . . ... . . . . . . . . . . . . . .. . . . . . . . . . .. . . d. recelv. th. promise for lit. of .ilh.r p.yments, ben.fit. or car.? . . . . . . . . . . . . . . . . . . . . . . . . , , . . . . 2. If d.ath occurr.d on or before December 12, 1982, did dec.d.nt within two years preceding d.ath tran.f.r property w~hout receiving adequate con.ideration? II d.ath occurr.d att.r Oec.mber 12, 1982, did decedent tr.nsf.r property within on. year of d.alh without receiving ad.quat. con.id.r.tion? . . . .. , . . , . , , . . . . , . , . . . . . . . . . .... . . . . . , , . . . . , . . . . . . . , . . ., 0 3. Did deced.nt own an "In trust fo~' or payabl. upon death bank account or .ecurlty at hi. or h.r d.ath? ......... . . . . . , .. . . . . , . . . . . . . , . . , . . . . . . . , . . . . . . . . . . . . . . . . , . . . , . . . .. . 4. Old decedent own an Individual retirement account, annuity. or other non-probate property? . . . . . . . .. . . No ~ I ~ B i IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN gi1ltitifil1\%!!ilJiWU;!i;!:;;J:;,:;:;:!\;ljj:[!;@\M.;}iWiflWl';:::.l;;:':;;;';::'!}? ....".... '.)i'.;;' :i;:i::titd!:jlilI@Mi!;!!!!Ii 72 P,S. 89118 (a) (1.1) (I) provid.d for the r.duction o!th.lax rat. Imposed on the n.t valu. of tran.f.r.lo or lor the use 01 the .urvlvlng .pouselrom 8% to 3% for dates of d.ath on or atter July 1, 1994 and before January 1, 1995. 72 P.S. 8911S (a) (1.1) (II) provided for the r.duction of the rat.lmpo..d on the net valu. of tr.n.ler. to or lor the use of the .urvlvlng .pousefrom 3% 10 O"A. for dates of death on or after January 1, 1995. The statute dOBS not exempt a transfer to a surviving spouse from tax, and the statutory requirements for dlsclo.ur. of assets and fiilng a tax r.turn are .till appilcabie .ven If the .urvlvlng .pouse i. the only benellclary. FOR OATES OF DEATH ON OR AFTER JANUARV 1, 1995 -- Pl.... an.w.r th.lollowlng qu..tion by placing an "x" In Ih. approprlat. .p.ce. Old the dec8dent create a truat or .Imll.r arrang.m.nt which la aol.ly lor th. .urvlvlng spouse'e b.nefltlor his or h.r enUre IIfeUme? Yes 0 NO~ If you answ.r.d y.. to the above qu..tion, the tax on the tru.t or .Imllar arrang.monll. po.lpon.d until the d.ath 01 the second .pouse, at which timo It will be fully taxabl. at the r.lo(e) appllcabl. 10 the r.malnder ben.flclary(l.s). Ent.r the value of fh. trust on Sch.dul. J, Part II, In ord.r to r.mov.1l from the calculation of the tax du.ln Ihl. ..tats. Vou may wish 10 iii. Sch.dul. 0 In ord.r to make the .Iection avallabl. und.r Section 9113. II the .Iection I. mad., the trust or similar arrang.mont I. tax.d In the ..tal. 01 the flr.t dec.dent .pous., the portion 01 the trust or similar arrangement which ben.fits the .urvlvlng spouse I. tax.d at the z.ro lax ral., and the remainder 1.lax.d at the rel.(.) applicabl.lo the r.malnd.r benellclary(I..). II you choose to make the .Iectlon, you mu.t .ttach Sch.dul. 0 to atimely-lII.d lax r.turn, along wilh Schedul.(.) K andlor M In order to .how the apportlonmont 01 the trust or similar arr.ng.ment between the .urvlvlng .pouse and the remainder ben.ficlary(l.s). 7 PAl5002 NTF "". Copvrlght Forms Software Only, 1997 Nelco, Inc. REV-1e03 EX. (1-97) , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF winifred B. Smith SCHEDULE B STOCKS & BONDS FILE NUMBER 21-1997-0750 All property 10lnUy-owned with ~ghl 01 survivorship musl be dlaclosed on Scheduls F, ITEM NO, DESCRIPTION VALUE AT DATE OF DEATH 1 PA National Bank-Winifred B. Smith Trust Under Revocable Ag~t dated 11/21/96 Acct. #41-4736-30-6 as follows: Keypremi.er Prine ~ney Market Fund 2 PA National Bank-Winifred B. Smith Trust Under Revocable Agreement dated ll/2l/96 Acct. #41-4736-30-6 as follows: Keypremi.er PA M.micipal Bond Fund 3 PA National Bank-Winifred B. Smith Trust Under Revocable 1\grcduent dated 11/21/96 Acct. #4l-4736-30-6 as follows: stocks as follows: AT&T Corp.- 200 shares (See attached sheet) 11,133.95 331,979.09 7,800.00 4 Ai.rtouch Camunication - 80 shares (See attached sheet) 2,705.04 5 Allied Irish Bks plc. - 3,764 shares (See attached sheet) l89, l4!.00 6 AlIeritech Corp New - 120 shares (See attached sheet) 7,522.56 7 Bell Atlantic Corp. - 80 shares (See attached sheet) 5,790.00 8 BellSouth Corp. - 180 share (See attached sheet) 7,920.00 9 CoreStates Fin!. Corp. -l,600 shares (See attached sheet) 98,400.00 10 Illcent Technologies -64 shares (See attached sheet) 4,984.00 11 NCR Corp. New - 12 shares (See attached sheet) 425.26 l2 Nynex Corp. 80 shares (See attached sheet) 4,640.00 13 sac Camunications Inc. - 178 shares (See attached sheet) 9,678.75 14 UGI Corp. New - 200 shares (See attached sheet) 5,225.00 15 Unisys Corp. - 1,200 shares (See attached sheet) l3,575.60 16 U. S. West Camunications Group - 80 shares (See attached sheet) 2,865.04 17 U.S. West Madia Group - 80 shares (See attached sheet) l,600.00 TOTAL Also enler on line 2, Reca ilulation $ (If more space Is needed, Insert additional sheets of the same size) 705 385.29 7 CPA31 NTF 1090S Copyright Forml Software Only, 1997 Nelco, Jnc. . ' REV-1!108 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Winifred B. Smith SCHEDULE E CASH, BANK DEPOSITS, & Mise, PERSONAL PROPERTY FILE NUMBER Include roc..d. of litigAtion & dAle proceed. were received by the 1.lale. All r . olnU ..owned wtth rI ht of 8urvlvorahl 21-1997-0750 must be dlacloaed on Sch, F, VALUE AT DATE OF DEATH ITEM NO, DESCRIPTION 1 Dauphin Deposit Bank-checking l\cct. #80212190 4,780.26 1.53 Interest on above item accrued as of decedent's death 2 Household goods and furniture at appraised value by Claude C. Wolfe & Associates (See attached appraisal) 3 Net prcx::eeds of personal property sold at auction on 4-25-98 by Claude C. Wolfe & Associates 5,743.00 2,002.50 4 1994 Buick Sedan-Title No. #48272133402 sold to Camen J. Rhoads 5 Angust Social Security check 8,900.00 842.00 60.03 15.00 8.17 206.76 6 Madkare refund 7 PA Blue Shield refund 8 Suburban Cable refund 9 Amica-i.nsurance refund on au1:cm:lbile ($180.01) and apartment ($26.75) 10 Kelly Assisted Living Services-refund 63.00 40.64 11 PP&I, refund 12 IRS-refund on 1997 federal iIlCate tax 1,173.00 22.32 114.33 13 Bell Atlantic-PA - refund 14 Met-Life !nsuranc:e-check 7 CPA91 NTF '.9" Copyright Forms Software Only, 1997 NelcD, Jnc, TOTAL Also enter on line 5, Reca Itulation $ (If more space Is needed, Insert additional sheelS of the same size) 23 972.54 ~i"ij~;i:',I,V.i1.~.:::.p;;''';''''1J'''''~~ilt:'~':V.;\'!.o?:''''');: ,.'" . " '). 'I ,;. I ~:j! :;.' S';;j , 'REV-1~11EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Winifred B. Smith SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debla of decedent mu.t be ITEM NO, A. FUNERAL EXPENSES: rtad on Schedule I, DESCRIPTION 1 Myers Funeral Hane, Inc.-funeral expenses S, ADMINISTRATIVE COSTS: 1, P.rsonal R.pr....nt.ijve'. Commission. Name 01 Personal Repr....nt.ijve(.) Jon F. LaFaver Social Security Number(.)JEIN No, 01 Personal Represent.ijve(s) 208-24-0232 Street Address 120 Carol Street City New Ctmtler1and stete PA Zip l7070 Yeer(s) Commission Paid: 1998 2, 3, Attorney Fee. Nama: David H. Stone, Esquire Family Exemption: (If decedent'. .ddress Is not Ihe same as clalm.nrs, .'.tach explan.tion) Claimant Street Address City SI.le Zip Relaijonshlp of Clalm.nt to Decedent 4, Probate Fees 5, Accountant's Fees 6, Tax Return Prepere~s Fees See Schedule attached Total fran continuation page (s) 7 CPA11 NTF 10e" Copyright Forms Software Only, 1997 Nelco,lnc. TOTAL Also enter on line 9, Rec Ilul.tion (If more sp.ce Is needed, Insert edditional sheets ollhe same size) $ 21-1997-0750 AMOUNT 6,304.00 30,880.00 30,880.00 0.00 407.00 0.00 0.00 4,654.31 73 125.31 . . Page 2 21-1997-0750 Estate of: Wi.ni.fred B. Smith SCHEOUIE H, PART B -- l\dmi.ni.strative Costs Item No. Description lIm:unt 7 PP&L-electric services 71.67 60,00 69.21 8 Cuntlerland Iaw Journal-advertising grant of letters 9 '!he Patriot News Co.-adverti.sing grant of letters , " , 10 Bell Atlantic-PA - telephone services 11 POC Bank, N.A.-Retum deposit stop fee 12 PP&L-electric services 22.32 30.00 111.95 22.50 13 PA Departnent of Transportation-title certificate fee 14 Bell Atlantic-PA - telephone services 15 Claude C. Wolfe & Assoc.-appraisal fee on personal property 16 Consolidated Properties-<k:tober rent less security deposit & credit 113.87 195.00 445.00 l7 Edward P. GoJ:mley-preparation fee on tax returns 18 Wheat First Butcher Singer-ccmni.ssion on sale ($131.00) and SEX: fee ($.30) of AT&T stock 19 Wheat First Butcher Singer-ccmni.ssion on sale ($56.00) and SEX: fee ($.11) of Airtouch Camunications 20 Wheat First Butcher Singer-ccmni.ssion on sale ($364.66) and SEX: fee ($2.66) of Allied Irish Bks Plc 21 Wheat First Butcher Singer-ccmni.ssion on sale ($$239.11) and on SEX: fee ($1.78) of 1,000 shares Allied Irish Bks plc st=k 22 Wheat First Butcher Singer-ccmni.ssion on sale ($302.23) and SEX: fee ($2.25) of 1,264 shares of Allied Irish Bks Plc 23 Wheat First Butcher Singer-ccmni.ssion on sale ($106.00) and SEX: fee ($.29) of l\Jreritech 24 Wheat First Butcher Singer-ccmni.ssion on sale ($131.00) and SEX: fee ($.40) of Bell Atlantic Col:p. 25 Reserve for closing expenses 175.00 131.30 56.11 367.32 240.89 304.48 106.29 131.40 2,000.00 4,654.31 'IOrAL. (Carry fOI:Wa.J:d to nai.n schedule) . . . . . . . ",,";' .~ .,', ,~'" .,,' ,; :' , : -'.; ,'. '< :.. '.-- .' REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Winifred B. Smith 21-1997-0750 RELATIONSHIP TO OECEDENT AMOUNT OR Do Not Ust Trustee(s) SHARE OF ESTATE No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY I, TAXABLE DISTRIBUTIONS (Include outright spouseJ distributions) 1 CanIEIl Rhoads 114 Lancaster Blvd. ~hanicsburg, PA 17055 2 Rev. Jay F. Walters 102 Wertz Ave. ~hanicsburg, PA 17055 friend 28,443.00 friend 2,300.00 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Presbyterian Churoh of Mechanicsburg 300 East SiIrpson St. ~hanicsburg, PA 17055 25,000.00 2 Presbyterian Hanes, 100. 1217 Slate Hill Road Canp Hill, PA 17011 594,493.47 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 7 CPA13 NTF t09" (If more space is needed, Insert addltloneJ sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. 619 493.47 l. , L.~~ 1'\ (,. I . \) '" ~ ~ I ..._..,~ .,.,...._ dO . LAST WILL AND TESTAMENT OF WINIFRED B. SMITH I, WINIFRED B. SMI~H, of the Borough of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. ITEM I: I direct that my Executors hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby give and bequeath my grandfather clock unto my pastor, Dr. Jay F. Walters. ITEM III: I hereby give and bequeath all of my furniture and household equipment unto my friend, CARMEN (Mrs. Robert N.) RHOADS, of Enola, Pennsylvania, if she survives me. ITEM IV: I hereby give and bequeath the sum of twenty-five thousand and no/lOa ($25,000.00) dollars unto my friend, CARMEN (Mrs. Robert N.) RHOADS, of Enola, Pennsylvania, if she survives me. ITEM V: I hereby give and bequeath the sum of twenty-five thousand and no/lOa ($25,000.00) dollars unto the PRESBYTERIAN CHURCH OF Mechanicsburg, Pennsylvania. ITEM VI: All the rest, residue and remainder of my estate, whether real, personal or mixed and wheresoever situate, I hereby Page 1 of 2 give, devise and bequeath unto PRESBYTERIAN HOMES OF CENTRAL PENNSYL- VANIA, which serves the Carlisle Presbytery. ITEM VII: I direct that all inheritance and estate taxes be paid out of the residue of my estate and that the specific bequests herein be paid free and clear of said taxes. ITEM VIII: I hereby nominate, constitute and appoint my attorney, JON F. LaFAVER, ESQUIRE, or if he is unable or unwilling to serve, then I nominate, constitute and appoint DAVID H. STONE, ESQUIRE, or any other member of the law firm of Stone LaFaver and Stone as Execu- tor. IN WITNESS WHEREOF, I, WINIFRED B. SMITH, have hereunto set my hand and seal this /3 i'II day of ~ , 1993. ~ 11 A~ WINIF D B. SMITH" SIGNED, SEALED, PUBLISHED and DECLARED by WINIFRED B. SMITH, the above named Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witness- es at her request, in the presence of the said Testatrix and of each other. ~%D OL'~ ~/~~ Page 2 of 2 , ___""~_"""".A"'_"',,,,,,,-,-,,~,w ~~"::."'.'~"_' ;"""';:"'.,"" '..,,'h '-'''::~,.':''.j." ". ,- ,.'., "" "-:~.r7'~"~.7::~:~"'-'l:""-~ - r- - r- :z i! " :f ....~ "'~ r. \r. O. 0 W r- <:> '" r. "'''' . . ..., <:::..1 ~ ~ N ::>W '" u'" ... >- ." :l I 0 ,..<= '" Z~ I ...en ." '" !j! r- <::: ()- N N ~ W <=0 '" \1'. N ~ Wl) In ~ '" 0 - "e: ....:z .. e::Z e:... It) "'" '" Oe: :s: . ....:s: .....1 0 ,z ....,z '" (::C en:::> ....... w:z .... ",-, :z :z: ...C ,z ::> %LO.- 0 ...... LJ :$:<::: LJ AC e: ,z"- '" .... W '" L;..V: '" .:) '" '" c,z In <1< '" '" . N . r- '" . - ,z ~ "'" '" .... 0 ... W In 0- "'" '" ::l o. <;:- r,' N r. .J . . 0- ..z. 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N ... ::> ...w <:: ..J :C..Jc.: -, - ~ :; V'l~W '" .., "'>:< 'W a: <r <t , , . U:C ~L! 0.. -, U r, . ~OW -... .... >> ~:z r;< """,,0 0'" t<) ,\ W.:cZ :c "; C:: "'"- "-"''''' 0 ~WL=.! W 2"'''' U .....:z.(t <::0 =-='A :"2: . '. . ----'.- -,,-., -..... .~~- Dauphin Deposit Bar.k and Trust Company '" J~ F.\R.\IU\\ n.\st-: . ",HI EYlI.\SK BASt.; III 1'1 SS"Yl ,',\SI.\ 11(11'1'1-.1\ SOUIl.\\ IX Co , 1st . F,,'\I'Ut:" ,\ltlIUli.Hil Si'I(\'I(I.\, Is(', October 7, 1997 Stone, Lafaver & Stone Attorneys At Law P.O. Box E New Cumberland, P A 17070 ite: Bstate 01 SSN 000 Wmllreu u. Smith 172-01-2661 09/01197 Dear Mr. Stone: Thank you for your request concerning date of death balance infonnation for all accounts held by Ms. Smith, The enclosed listing is for any accounts which may have been held at Dauphin Deposit Bank, Fanners Bank, Valleybank, and Bank of Pennsylvania. We are happy to supply this infonnation to you, Also, if additional infonnation, research, or file copies are needed, they can be provided for a service charge of $20.00 per hour (one hour minimum) and .25 per copy, If you have any funher questions, please call me at (717) 255-2054. Sincerely, ~;d J-{U_~1Df} Amy L. Haivor Customer Management Infonnation Department ath P,O. Box 2961 ' HARIUSllCRl;, PA 17105.296! TF.LEI'HOSE 717255-2121 . http://\\'\\'\\'.anytimcbank.l:olll Dauphin Ceposit Bank and Trust Company and Hopper Soliday & Co" Inc. are subsidiaries of First Maryland Bancorp. Bank of Pennsylvania. Farmers Bank and Valleybank are divisions 01 Dauphin Deposit Bank. Member FDIC. Easlern Mortgage Services, Inc. is a subsidiary of Dauphiro Deposit Bank. .:':1. Decedent Confirmation Name social security NO Date of Death Winifred B, smith 172-01-2661 09/01/97 Description Account Account Account Account No, 80212190 Account Type Checking Date Opened or Issued 06/01/67 Dale Closed or Matured 09/26/97 (C) Date of Death Balance $4,780.26 PLUS PLUS PLUS PLUS Date of Death Accrued Int. $1.53 Joint Owners (if any) None Dale of Joint Ownership Special Comments: N/A Dale Prepared: October 6, 1997 Prepared by: Amy L, Haivor (Rev 8/26/97) page: 2 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEEHS & ,\\'PRAISERS fAMI/.)' OIVNlm SINn, 19/2 2009 LINCOLN STREET' CAMP HILL, PA 17011 717,761.2763 September 23,1997 Estate ~ppraisal of Winifred B, Smith - deceased 9/1/97 1109 ~pple Drive, Mechanicsburg, P~ 17055 LIVING ROOH Bookcase Hisc, books Wall mirror Luggage , Colonial Mfg, Co, Oak Grandfathers clock Cream colored wing chair Hexagon shaped end table White with leaf motif table lamp Hagazine rack , Pair of love seats Needlepoint stool ' Pair of inlaid end tables (stained) Pair of matching table lamps Coffee table - Oriental motif Throw pillows , , Misc, live plants RC~ Colortrak console tv sylvania VCR ~larm clock , Electric toaster Wooden 3 legged planter Misc, pictures Green and white area carpet Telephone picture . Misc, contents of room 8,00 2,00 4,00 5,00 2,300,00 55,00 20,00 6,00 6,00 60,00 15,00 20,00 12,00 45,00 3,00 10,00 200,00 125,00 3,00 4,00 10,00 5,00 20,00 5,00 5,00 20,00 'l"~". ", . .--. _........'~.. --.. CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS I'A MIL I' OIVNED SINCE: /9/2 2009 LINCOLN STREET' CAMP HILL, PA 17011 717.761.2763 Smith appraisal Page 2 STORAGE ROOM Ironing board TV trays Dirt Devil vacuum cleaner Hoover upright vacuum cleaner Metal shelving Two electric irons Flower pots Snow shovel Food warmer Card table Cardboard chest of drawers Yellow stand Wash basket , White sewing machine Misc, sewing notions 2 Door, single drawer cabinet Lace table cloth (stained) Portable typewriter Mops , , , , , Misc, contents 4,00 1.00 10,00 30,00 5,00 6,00 2,00 4.00 2,00 8,00 3,00 2,00 1.00 25,00 8,00 15,00 4.00 4,00 3,00 5,00 DINING AREA Maple table & hutch Pair of rush seated Victorian chairs 350,00 80.00 12,00 15,00 300.00 40.00 35,00 2 Rooster figurines 3 Footed stand Slant front desk with bookcase 2 Wedgwood pitchers , Erphila flowered Chintz bowl & scoop CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS fAM/I.!' OWNIW SINCr: 19/~ 2009 LINCOLN STREET' CAMP HILL, PA 17011 717.761.2763 Smith appraisal Page 3 DINING AREA - continued 10,00 5,00 15,00 20,00 15,00 7,00 1.00 2,00 30,00 20,00 15,00 25,00 35,00 45,00 40,00 10,00 5,00 28,00 20,00 15,00 16,00 4 Piece tea set White creamer & plate 2 Glass slippers Covered chicken - frosted glass Lead crystal condiment container Flowered cup Trash can . Goose neck lamp Pair of black & natural chairs 2 Duck prints 2 Floral prints Large floral print Majolica leaf plate Majolica pitcher Spatterware container (broken lid) Zamara decorator plate (crazing) Blender , Copper coffee pot Misc, glassware ' Brass candlesticks & planter 4 Framed duck tiles ' , ' , , KITCHEN Misc, everyday dishes Misc, cookware Utensils Flatware Black & Decker microwave 2 Coffee makers , 10,00 10,00 10,00 10,00 30,00 10,00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS fA Mil. I' OWNED SINCE 19/2 2009 LINCOLN STREET' CAMP HILL, PA 17011 717.761,2763 Smith appraisal Page 4 KITCHEN - continued Canister set Juice r Oriental bowl Cranberry cruet & plate Clock , Hotpoint refrigerator Stool Plant stand Glass top table & 2 chairs Reed & Barton svc/12 plated Alarm clock , , , ' , 3,00 4,00 3,00 12,00 2,00 75,00 1.00 1.00 35,00 60,00 4,00 35,00 150,00 4,00 3,00 6,00 40,00 20,00 silver flatware marked .S. . . . . . . . . . . . . Pair of brass beehive candlesticks (pushers missing) 1855 Sampler Foot stool Telephone , Table lamp Reproduction drys ink Misc, contents of room HALL Linens 20,00 2,00 . . . . Neeedlepoint of 2 dogs (boxers) MASTER BEDROOM Tan stool , Needlepoint stool 4 Piece French Provincial bedroom suite Pair of boudoir lamps Walker 8,00 15,00 200,00 5,00 4,00 . . " . . CLAUDE C. WOUE & ASSOCIATES AUCTIONEERS II ESTATB APPRAISBRS 113 OLD FORD DRIVE CAMP HILL. PA, 17011 PHONE 737.073" Evenings Puhllc Sale l)ate Address Estate of Winifred Smith Apri 1 25, 1998 Held at 244 N, 32nd Cross Amount nf Sale Street, Camp Hill, PA $ 2,225.00 EXPEl'S ES Shoppers Guide, Adv. and Sale Bills Patriot News Paxton Iterald York Papers Other Adv. Other Adv. Security Po lice Travd Expenses Sign for ltousP. Fumigation and State Seal Registration ~umbers AlII>raisal Fee "t each _Clerks at _Runners at Labor Labor Labor Commission at 10% To ta I expense for sa lc 0 f persona I i tcms Received Payment Gross Real Estate Sal. each $ 222.50 _$ 222.50 Real Estate Commission $ 2,225.00 Auction gross _ 222.50 Expenses $ 2,002.50 Net Claude C. Wolfe Associates Claude C. Wolfe \AJ ~~ \1-. - &--~- ,'. I' ....., . ~ ~ ~ . . ~ A. .~ ~~ PA 'JfEgU~~~"~733"40! "''5 m VEHICLE tOENIIFICATIQf, fjUMSEA 1.. G iftJ V 553>< R. c.. 30~ 1'18 lMH tlAMllyll ~ULL uu::.ltjl~S 'iAM!:1 SfYl/-t- MAKE OF VfJ1ICLE BlAt c..K. PURCtlASE PRICE 1St'1I MOl., on'ltYItllflJ . 9"0.00 CONDITION GOOD 0 FAJR LESS TRADE.IN o POOR CMj~OlC INIUAL aec.61v. . . B, ~U~'lr NAP.'l "tred TAXAOlE MOUNT E'.'100.cO "8, VJ'fl . . j ~ . . . CO-SELLER 1 5,,111,1,11 Due . ti'I06ISJIe!o r,l\ ." 07lPhdol Au tStenoleonllMt'1., lAE_ J.teuon Code (mUll be . numbet from , to 23 CI 01 18 FIrat Aaalgnment \8 Seco~ AsSMJnme'll . . c, MIDDLE INITIAL :r FIRST I.AME ~ ~ STREET ~ Lan C1J, S-ter CITY IYk~ICSblJ A . . . . D. LAST NAME lOR FULL BUSINESS NA " RllQlstrallOnor ProcesSing Fife . z . . ~ . ~ ~ z . u . ~ 0 ~ 0 ~ E, .0 -. "0 ,. ~~ F. CO.PURCHASER Fee EllffT'lClt Number as asaignedby lhe ....., 5. Duohcale Reg. F.. No olCar~ 6. TranslerFee . . STREET CITY STATE ZIP cooe TELEPHONE NO . . MAKE OF VEHICLE VEHICLE IDENTIFICATION NUMBER 7,lncreaseFee . . a.Replacement F.. MODEL YEAR IBODY TyPE tCP. TK. ETG) (';hecM une CONDITION o GOOD . . o POOR OFAlR 9 10 UHlljlNAL PLAt E. o TRANSFER OF PREVIOUSLY ISSUED PLATE o TRANSFER & RENEWAL OF PLATE o TRANSFER & REPLACEMENT OF PLATE O 11 GRAND TOTAL TRANSFER OF PLATE & REPLACEMENT OF STICKER (Add 9 & 101 REASON FOR REPLACEMENT DLOST 0 DEFACEO O~~:e~~f~~€e~~O~1~~~6" block IS checked. 3 VIN TOTAL PAID (Add llhruSI . . o PlATE TO BE ISSUED BY BUREAU (PROOF OF IN- SURANCE MUST BE AT- TACHEDI EXCHANGE PLATE TO BE ISSUED BY BUREAU TEMPORARY PLATE ISSUED BY FULL AGENT Send One Check In This Amount . . . oz ;g ~~ ,- .0 h . o o EXPIRES Montn Year TRANSFERRED FROM TITLE NO. RELATIONSHIP TO APPLICANT Pl..ATENO. o STOLEN 11C03nl must com tete torm MV-"" SIGNATURE OF PERSON FROM SIGN HERE WHOM PLATE IS BEING TRANS- FERREDIIF OTHER THAN APPllCANTl TEMP. PlATE NO. VEHICLE PURCHASED ~GVWR WEIGHT INFO IF APPLICABLEl INSURANCE COMPANY NAME: REO. REG, GROSS WT. INClUOING LOAD POLICY NO. tOR ATTACH BINDERl REO REG. GROSS COMB. WT IIF APPLICABLE) POLICY EFFECTIVE DATE POLICY EXPIRATION DATE G, I CERTIFY THAT ON MONTH OAY _ YEAR _ ISSUING AGENT (PRINT NAMEl I HAVE CHECKED TO DETERMINE THAT THE VEHICLE IS INSURED AND ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPLICANT. IN COMPLIANCE WITH ALL APPLICABLE PROVISIONS OF THE VEHICLE COOE ISSUING AGENT SIGNATURE AND DEPARTMENT REGULATIONS I I I/WE CERTIFY THAT IIWE hAVE EXAMINED AND SIGNED THIS FORM AFTER ITS COMPLETION AND THAT THE INFORMATION GIVEN IS TRUE AND CORRECT. IF AN EXEMPTION IS CLAIMED. THE PURCHASER FURTHER CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLAIM THIS EXEMPTION, I/WE ACKNOWLEDGE THAT I/WE MAY LOSE MY/OUR OPERATING PRIVILEGEISI OR VEHICLE REGISTRATIONISI FOR FAilURE TO MAINTAIN FINANCIAL RESPONSIBILITY ON THE CURRENTLY REGISTERED VEHICLE FOR THE PERIOD OF REGISTRATION, lIWE ACKNOWLEDGE THAT IIWE MAY BE SUBJECT TO A FINE NOT EXCEEDING $5.000 AND IMPRISONMENT OF NOT MORE THAN TWO YEARS FOR ANY FALSE STATEMENT THAT I/WE MAKE ON THIS FORM S'Ilnal\JreotFirsIPufcnas8ror AulhonzedSigner ISSUING AGENT INFOR. MATlON AGENT NO. rElEPHONE NO ~ ~ ~ 1ST ASSIGN. MENT Signature ot Co.Purchaser! Tille 01 Aulnonzed Signer Signalure 01 Seller 2ND S'I.Inature ot Second Purcha~r or AuthorIZed Signer- ASSIGf'j,1 MENf' Signature of Co.Purcnaser/Title 01 Aulhonzed Signer Signalure 01 Co-Seiler H. n ~~~ IF A CO.PURCHASER OTHER THAN YOUR SPOUSE IS LISTED ABOVE. ctiECK ONE OF THESE BLOCKS. IF NO BLOCK IS CHECKED. TITLE WILL BE ISSUED AS "TENANTS IN COMMON," A, 0 JOINT TENANTS WITH RIGHT OF SURVIVORSHIP - ON DEATH OF ONE OWNER. TITLE GOES TO SURVIVING OWNER. S, 0 TENANTS IN COMMON - ON DEATH OF ONE OWNER. INTEREST OF DECEASED OWNER GOES TO HIS OR HER HEIRS OR ESTATE. NOTE: IF THE VEHICLE IS BEING LEASED. CHECK THIS BLOCK D.IF BLOCK IS CHECKED. COMPLETE AND ATTACH FORM MV.IL MESSENGER NUMBER: ,,,~ 4' Inventory of the real and personal estate of , Winifred B. Smith Inventory Estate of winifred B. Smith From 09/01/97 Tb OS/29/98 Description l\ccrUed Interest Checking Accounts Dauphin Deposit Bank-checking J\cct. 1.53 Carm:m Stocks PA National Bank-Winifred B. Smith PA National Bank-Winifred B. Smith AT&T CoJ:p. Airtouch Camunication Allied Irish Bks pIc. Aneritech CoJ:p New Bell Atlantic Corp. BellSouth Corp. CoreStates Fin!. Corp. Lucent Teclmologies NCR Corp. New Nynex Corp. sse Camunications Inc:. 001 Corp. New Unisys CoJ:p. u. s. West Ccmn.mications Group U.S. West Media Group Household Goods & Furnishings Household gcxxis and fumiture Mise. Personal Property Net proceeds of personal property .,....,-',..,.;....".'i:.:.,..:..",. deceased Value Total 4,78 11,133.95 331,979.09 7,800.00 2,705.04 189,141.00 7,522.56 5,790.00 7,920.00 98,400.00 4,984.00 425.26 4,640.00 9,678.75 5,225.00 13,575.60 2,865.04 1,600.00 2,002.50 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I f IS: Jon F, LnFavcr that he is the Executor Winifred u. Smith -- being duly sworn according to law, deposes and says of the estate of late of -Na..tuuu.c.sbur~w:ough _._ _ . Cumberland County, Pa" deceased and that the within is an inventory made by Inn l' In Fnvnr . the said Executor of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate ouhide the Commonwealth of Pennsylvania, and that the figures opposite eech item of the Inventory represent it's fair value as of the date of decedent's death, and subscribed before me, Jon 19 120 Carol Street New Cumberland, PA 17070 Addr.n Date of Death 01 09 Month 1997 V..r O'Y INSTRUCTIONS I, An inventory must be filed within three months after appointment of personal representative, 2. A supplement inventory must be filed within thirty days of discovery of additional asseh. 3. Additional sheeh may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949, .<:: eo >- " "C ... 0 " 0 I- ... ~ '" ,- a: I- 0 '" " ~ ... < '" " 0 a.. I- .<:: u 0 " " I 0 V'l ... eo C '" "'" " ... a: ... ....., ~\ '" " a- l- X a.. u. J31 a.. c ..... Z I- ~ '" ~ < 0 a.. 0 N U. ~ tJ := W 0 < ... , ..... ,;. > a: :1 " < Z '" - Z 0 .<:: c , C 0)' tJ " .; I V'l z 0 "" ,::, ~ U z I UJ < ... a.. ....' .." <= c ..... ~ ;3: - ~ 0 " A ", " e - 0 '" " 0 .... C ." 11:2 Inventory Estate of winifred B. Smith Fram 09/01/97 TO OS/29/98 Description l\ccrued Interest Value Total 1994 Buick Sedan 8,900.00 lO,902.50 :Refunds August Social Security check 842.00 60.03 15.00 8.17 206.76 63.00 40.64 ~;~re refund PA Blue Shield refund SuOOrban Cable refund Amica-insurance refund on auto and Kelly Assisted Living SerVices PP&L refund IRS-refund Bell Atlantic-PA l,l73.00 22.32 2,430.92 Miscellaneous Property Met-Life Insurance 114.33 729,357.83 2 r- - r- % 0 :c " :f f-N %- r- if, o. '" UJ r- e, '" r- "'A . . -, "'.J <I' <I' r< :>W ..., u... ... >- ." .J I .J '" >-'" '? .,.'" [t-) ." '" W r- e: :c (>- r< r,' <I' UJ "'0 '" Ir, r< .... 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I- ::0 ...W c: ...J :C...l;t: :> i:;; ~ f.1~W '" ... c:;:< '-W c:: ... <!: , U:C t-C! e. -, u . ~OIJJ %<3: ... ::::-> ::lZ AWO 0", r<) WC::Z :0: ;t: C:u. l.:-C:~ 0 , ~Ll.IW UJ Z"'''' U ~:z<t e:o :ll='A "'Z r-- ,.. - '7:1 .. " 0 .'!! , ~' fj s.~: ~: c~ i....' N -- I ,.. ~ ", 5 0 (/' -, ~ 0 Ci; c.l U (JJ Ola: co ~ ~ a: ?' .illS UC; .,:"~f.;' STONE LAFAVER & SHEKLETSKI ATTORNEYS AT LAW CHARLES H. STONE DAVID H. BTONE GERALD J. BHEKlETSKI ELIZABETH e. STONE 414 BRIDGE STREET POST OFFICE BOX E New CmwEHI..um. PA 17070 JON F. LAFAVER OF COUNSEL TELEPHONE (717) 774-7435 FACSIMILE (7171774.388& June 1, 1998 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Winifred B. Smith To Whom It May Concern: Please find enclosed for filing inventory, two copies of Pennsylvania Inheritance Tax Return, a fully executed 706 and check in the amount of $43.00 for the above captioned estate. Should you have any questions concerning this, please contact my office. Very truly yours, & SHEKLETSKI DHS/krl Enclosure C')(j \0 :uif? c (i;' :; ~ OJ (j) C'l IT ;:-:" (0 0 (I) _.~ ..., <- (/; '.:' 2 ~D ~'2 -, ' , t.' 1 ,., N '. .', S)" '-'::" ;<::: ~~ ~:; C 1il 0 :oc: W - )>::1- --J I i i p:..c?a},- S COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INOIVIDUAL TAXES INHERITANCE lAk DIVISION DEPT. zaa6Dl HARRISBURC, PA 171za~0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHEHT OF TAX In. 1M' 1I U, 1".'71 DAVID H STONE ESQ 414 BRIDGE ST NEW CUMBERLAND PA 17070 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN B 09-15-1998 SMITH 09-01-1997 21 97-0750 CUMBERLAND 101 A.aunt Re.itted WINIFRED MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT ItOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v=iS4'i-EX--"FP--fjiF97rNOT'icE--liTYN'HEifiTAifcE-i''Ain"pjiiiA'isEiiiNy-.--"i.'LOWAiiclnfJi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SMITH WINIFRED B FILE NO. 21 97-0750 ACN 101 DATE 09-15-1998 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortg.ges/Notes Receivable (Schedule OJ S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED ,00 705.385,29 ,00 ,00 23 .972,54 ,00 ,00 18) III (21 (31 (4) (5) 161 (71 NOTE: To insure proper credit to your account, subMit the upper portion of this for. with your tax paYllent. 729,357,83 APPROVED DEDUCTIONS AND EXEMPTIONS: 73,125,31 9. Funeral Expenses/Adm. Costs/Hlsc. Expenses (Schedule H) (9) 10, Debts/Hodgage Liabilities/Liens (Schedule Il (101 5,996,05 11, ToteI Daductions (Ill 12, Net Value of Tax Raturn (121 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) (13) 14, Net Va1ua of Estets Subject to Tex (14) NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. A.aunt of Line 14 taxable at Lineal/Class A rate (16) 17. AMOunt of Line 14 taxable at Colleteral/Class Brat. (17) 18. Principal Tax Due TAX CREDITS: PAYHENT DATE 11-25-1997 7Q .1?1 36 650,236,47 619,493,47 30,743,00 will ,00 X ,00= ,00 X ,06= 30,743,00 X ,15= USI ,00 ,00 4,611,45 4,611,45 RECEIPT HUHBER AA242496 DISCOUNT 1+) INTEREST/PEN PAID I-I 230,57 AHOUNT PAID 4,380,87 TOTAL TAX CREDIT GALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 4,611.44 ,01 ,00 ,01 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN 01, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,) " Il II: '98 \!.i' 1 ( '\': :11. Cb Cl:IT,1 RESERVATION: Estate. of decadents d~lng on or before nec..ber 12, 1982 ~- if any future Interest In the .stat. Is transferred In poss...lon Dr .njo~.nt to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for Uh or for years, the Co..on1l18alth hereby IIIxpresslY raseI've, the right to appraise end assess transfer Inheritance TII)(IIS at the lawful Class B (collateral) rat. on any such future lnter..t. PlIlPOSE Of NOTICE: PAYHEHT: REF1JI(IJ(Clll: OBJECTIONS: AmUN ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the roquireHnt. of Section 2140 of the Inheritance end Estate Tex Act, Act 21 of 1995. en P.S. Section 9140). Detach the top portion of this Notice and subelt with your pay..nt to the Register of Wills printed on the revlrsl sldg. -~Hake check or .oney ordlr payable to: REGISTER OF MILLS, AGENT A refund of a tax credit, which was not requlsted on the Tax Return, .ay be requested by co.phting an "Application for Refund of PennsYlvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service nu.bers for for.s ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (111) 781-8094, TDDf (711) 712-2252 (Hearing I.paired Only). Any party In interest not satisfied with the appralse.ent, allowance or disallowance of deductions, or asses,.ent of tax (Including discount or Interest) os shown on this Notice .ust Object within sixty (60) days of receipt of this Notice by: --written protest to the PI. Oepart.ent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PI. 11128-1021, OR --election to have the .atter deter.ined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assess~ent should be addressed In writing to: PI. Depart.ent of Revenue, Bur8au of Individual Taxes, AllN: Post Assessaent Roview Unit, Dept. 280601, Harrisburg, PI. 17128-0601 Phone (111) 787~6505. 508 pago 5 of tho booklet "Instructions for Inhorltancl Tax Roturn for a Resident Decedont.. (REV-1501) for an explanation of ad.lnistratlvelY corroctable errors. If any tax due is paid within throe (3) calondar .onths after the docodontts doath, a five percont (5%) discount of the tax paid is allowod. The 15% tax ~nosty non-perticipatlon penalty Is co.puted on tho total of the tax and Interest ass.ssed, and not paid before January 18, 1996, the first day after th8 end of the tax a.nosty period. This non-participation penalty Is ~alable in the sa.e .anner and in tho the 5a.e ti.. period a5 you would BPP801 the tax and interest that ha5 been assessed as indicated on this notice. Interest is charged beginning with first day of dellnqu8ncy, or nine (9) .onths and one (1) day fr~ the date of death, to thG date of pa~ent. Taxes Mhlch beca.o d81lnquent before January 1, 1982 bear interest at the rate of six (6~) percent per annua calculated at a daily rate of .000164. All taxos which boca.e delinquent on and after January 1, 198Z ulll bear interest at a rate which will vary froa calondar year to calendar year with that rate announced by the PA D8part.ent of Revenue. The applicable Interest rates for 1982 through 1998 are: '!!!!: Interest Rate Dally Int8rest Factor r!!r Interest Rate Dally Interest Factor 1982 20% .000S48 1987 9% .00024" 1983 16% .0004:\8 1988-1991 11% .0011301 1954 11% .000301 1992: 9% .000247 19&5 13% .000356 1993.1994 TI. .000192 1986 10% .000Z14 1995-1998 9% .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice iuuod after the tay. beco.es delinquent wlli reflect an interest calculation to fifteen (l5) days beyond the date of the aSl8ssHnt. If pay.ent is .ade after the interest co.putation date shown on the Hotlce, additional interest .ust be calculatod. /:;'.).,0;;' -S' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DJYISION DEPT. Z80601 HARRISBURG, PA l11Za.060. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* ..y.... II ." lIJ.", 09-15-1998 SMITH 09-01-1997 21 97-0750 CUMBERLAND 201 WINIFRED B DAVID H STONE ESQ 414 BRIDGE ST NEW CUMBERLAND PA 17070 Amount R...itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub.it the upper portion of this for.. with your tax pay.ent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~ Rifv:4Bi--EX--AFP--[03~-97i-----iii-NCific:Ef-OF--PETifRHiiiAiiCiN-Aiip-AlisESliHEN;r---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF SMITH WINIFRED B FILE HO.21 97-0750 ESTATE TAX DETERMINATION ACN 201 DATE 09-15-1998 1, Credit For State Death Taxes as Verified ,00 2, Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 4.380,88 3, Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) ,00 4, Total Inheritance Tax Assessed 4,380,88 ,00 5, Pennsylvania Estate Tax Due TAX CREDITS: PAYMENT DATE DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID RECEIPT NUMBER TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. ,00 TOTAL DUE ,00 .IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) j;., I '9;\ '.:.1 \:, :\ I Gko Ct;111:. ,',\ PURPOSE OF HUTICE: To fulfIll the require.ents of Section 2145 (b) of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. SectIon 9145). PAVHENT: Detach the top portion of thl. Notice and sub.it wIth your pay.ent to tho Register of Wills printed on the rever.. side. __ Make check or .oney order peyable to: REGISTER OF MILLS, AGENT. REFUND (OR): A rofund of a tax credIt .ey be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REY-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or fro. the Depart.ent's 24-hour answering service nu.bers for for.s ordering: In Pennsylvania 1-800-362-2050, outside Ponnsylvania and wIthin local HarrIsburg area (717) 787-8094, TOOl (717) 772-225~ (HearIng I.paIred Only). OBJECTIONS: Any party In interest not satisfiod with the assess.ent of tax os shown on thIs notIco .ay object within sIxty (60) days of receIpt of thIs NotIce by: --written protest to the PA Depart.ent of Revenuo, Board of .ppeals, Dept. 281021, Harrisburg. PA 17128-1021, OR --electIng to have the .atter deter.Ined ot audIt of the personal representatIve, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors dI~covered on this assess.ent should be addressed In wrItIng to: PA Depart.ent of Rovenue. Bureau of IndIvIdual Taxes. ATTN: Post Assoss.ent Review UnIt, Dopt. 280601, Harrisburg. PA 17128-0601, Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a ResIdent Decedent" (REY-1501) for an explanation of ad.lnistratIvoly correctable errors. PENALTY: The 151. tax a.nesty non-partIcIpatIon penalty is computed on tho total of the tax and Interest assessed, and not paId before January 18, 1996, the first day after the end of the tax a.nesty perIod. This non-participation penal ty Is appealable in the sa.e .anner and in tho tho S81110 ti..e period as you would appeal the till< and Interest that has been assessed as indIcated on this notice. INTEREST: For dates of death on or after 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return heeo.es delinquent at the expiration of nIne (09) .onths frail tho date of doath. For dates of death prior to 10-3-91, Pennsylvania Estato Tax based on tho Federal Estate Tax return beco.es delInquent at the expiratIon of eighteen (18) lIonths fro. the date of death. Taxes whIch beca.e delInquent before January 1, 1982 boar interest at the rate of six (61.) percent per annu. calculated at a daily rate of .000164. All taxes whIch beca.o delinquent on or after January 1. 1982 will bear Interest at a rate which will vary fro~ calendar year to calendar year with that rate announced by the PA Depart.ent of Revenuo. Tho applicablo interest rates for 198Z through 1998 are: Year Interest Rate Dally Interest Factor Year IntQrQst Rate Dally Interest Factor 1982 201. .000548 1987 9X .000247 1983 161. .000438 1988-1991 11i! .000301 1984 111. .000301 1992 91. .000247 1985 13i! .000356 1993w 1994 n .000192 1986 101. .000274 1995-1998 9i! .000Z47 wwInterest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotice issued after the tax becomes dolinquent wIll roflect an interest calculation to fifteen (15) days beyond the date of the assess.ent. If paYDent is .ade after the interost co.putation date shown on the Hotice, 8ddItion~1 Interest .ust be calculated. PURPOSE Of NOTICE: To fulfill the requirements of Section 2145 (b) of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9145). PAYttEH'T: Detach the top portion of this Notice and sub.it with your pay.ent to the Register of wi Us printed on the reverse side. __ "ake check or .oney order payable to: REGISTER OF NILLS, AGENT, REFUHD (CRl: A reftmd of a tax ,crodit .ay be requestlld by co.pletIng an "applIcation for ReflU'ld of PennsylvanIa Inheritance and Estate Tax" (REV-1313). ApplicatIons are available at the OffiCII of the Register of Wills, any of the 23 Rllvenue District Offices or fro. the Depart.8nt's 24-hour answering sllrviclI nu.bllrs for for.s ordllring: In Pennsylvania 1-800-362-2050, outside Pennsylvania and wIthin local Harrisburg area (717) 787-8094, TDDI (717) 772-2252 (Hearing I.paired Only). OBJECTIONS: Any party in interllst not satisfied with the assess.ent of tax as shown on this notice .ay objllct within sixty (60) days of rllceipt of this Notice by: --wdtten protest to the PA Depart.ent of Revlloue, Board of Appeals, Dept. 281021, Hardsburg, PA 17128-1021, OR --electing to have the .att8r deter.ined at eueUt of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS : FactU81 errors discovered on this BSSllss.ent should be addressed ir. writing to: PA nepart.ent of Revenue, Bureau of Individual Taxes, ATTN: Post Assllss.ent Rllvillw Unit, Dept. 280601, HarriSburg, PA 1712G-0601, Phone (717) 787-6505. SlIe page 5 of the book1ot "Instructions for Inheritance Tax Return for a Residant Decedent" (REV-1S01) for an explanation of ad.inistrativ81y correctable errors. PENALTY: The 15% blx d.nesty non-participation penalty is cOllputed on the total of the tax and interut assessed, and not paid before January 18, 1996, the first dey after the end of the tax a.nesty pllriod. This non-participation penalty is appealable in the saae .anner and in the the sale ti.e periOd as you would appeal the tax and interest that has been asse~sed as indicated on this notice. INTEREST: Additional PennsYlvania Estate Tax assessed as a result of a change on the Federal Estate Tax Closing lotter beco.es delinquent at the expirBtion of one (1) Bonth frOB tho date the final notice of the increase in Federal Estate Tax is received. Taxes which bec~e delinquent before January 1, 1982 boar Interest at the rate of six (6%) pllrcent per annu. calculated at a daily rate of .000164. All texes which b8ca.e delinquent on or after January 1, 19&2 will bear interest at a rate which wU1 vary fro. calendar year to CBlendar year with that rate announcod by the PA Depart.ent of Revenue. The epplicablll interest rates for 198Z through 1999 aro: Year Interost Rate Daily Interest Factor !!!r Interest Rate Daily Interest Factor 1982 20i: .000548 1988-1991 11% .000301 1983 16% .000438 1992 9% .000247 1984 11% .On0301 1993-1994 n .000192 1985 13% .000356 1995-1998 9~ .000247 1986 10% .000274 1999 n .000192 1987 9~ .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax baeo.es dolinquent will reflect an interest calculation to fifteen (IS) days bayond tho date of the asseSSDClnt. If pOYllont is .ado Bftar tho interest cDltPutatlon date shown on the Hotice, edditional interest Dust be calculated. ... eat.\ft:-\om1th,,not ""'j ~:' ,:~~."f:i 'rq ~i;;:,;:<:t ,," I 'tt~'/.,: ~:~,~:~l ~:'l' ~,,.I,; :~0:~ . !",.I'~ :'(;..'.:;1 ""J ",: '. "~ ',~>,,' ';t'."'j i;:.;,t::: ",. ~ ;::,'i '}'):\"1 t}:iJ {li'f~~i .~.;l "'~"'l' ,'.-, .'.,'"'' ~.\ ::,~: ::;.:,t i:,,:;:,j IN RE: ESTATE OF WINIFRED B, SMITH: LATE OF THE BOROUGH OF MECHANICS BURG , CUMBERLAND COUNTY PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO, 2l- 97 - 0750 NOTICE OF FILING ACCOUNT AND STATEMENT OF PROPOSED DISTRIB~ION NOTICE IS HEREBY GIVEN THAT Jon F, LaFaver, Executor of the Last Will and Testament of Winifred B, Smith, Deceased, has this date filed his First and Final Account and Statement of Proposed Distribution in the above captioned Estate in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, at Carlisle, PA 17013, where the same are filed as public records and may be inspected, Enclosed herewith are copies of the Inventory, First and Final Account and Statement of Proposed Distribution as filed, together with copies of the will, YOU are further notified that any exceptions or objections to said account or statement must be filed in writing at the Office of the Register of Wills aforesaid prior to the confirmation of said account scheduled as set forth below, UNLESS written exceptions or objections are filed prior thereto, said account and statement will be presented to the above captioned Court in Court Room No, 1 of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 A,M" prevailing time on Tuesday, June 22, 1999, at which time said account will be confirmed and distribution ordered in accordance with the Statement of Proposed Distribution, DATE OF NOTICE: Mav 19, 1999 NOTICES TO: 1, Carmen Rhoads, 114 Lancaster Blvd" Mechanicsburg, PA 17055 . }MJ.w;~:~2~:>.'D~;,~.~~~;;'_"f~'-I'~\J,;*~"~J";'~~'~~~"'~<"\~~""~'~"'"''''''''_'''~'_~'"''''~''~_''''' . Notices Con't, 2, Rev, Jay F, Walters, 102 Wertz Ave" Mechanicsburg, PA 17055 3, Presbyterian Church of Mechanicsburg, 300 E, Simpson St" Mechanicsburg, PA 17055 4. Presbyterian Homes, Inc" 1217 Slate Hill Rd" Camp Hill, PA 17011 5, Office of Attorney General, Charitable Trusts and organizations Section, 15th Flr" Strawberry Sq" Harrisburg, PA 17120 SU<W\RY OF ACCOUNT Estate of Winifred B, Smith For Period 09/01/97 Through 04/30/99 Page Fiduciary Acquisition Value Proposed Distribution to Beneficiaries 18 $329,524,53 ----------- ----------- Principal Receipts Net Gain (or loss) on Sales or Other Dispositions Other Receipts 1-4 $729,909,59 5-8 4l, 069, 04 0,00 Less Disburserrents: Administration Expenses (Prin) Fees and Camri.ssions (Prin) Funeral Expenses (Prin) $770,978,63 9-10 10-11 11 $12,348,23 65,997,13 6,304,00 84,649,36 Balance before Distributions Distributions to Beneficiaries 12 $686,329,27 405,743,00 Principal Balance on Hand 13 $280,586,27 InCClrlE Receipts Less Disbursements 14-17 $ 48,938,26 0,00 Balance before Distributions Distributions to Beneficiaries $ 48,938,26 0,00 InCClrlE Balance on Hand $ 48,938,26 $329,524,53 CCXTlbined Balance on Hand ----------- ----------- ...... \. RECEIPrs OF PRINCIPAL Estate of Winifred B, Smith As of 04/30/99 Page 1 Assets Listed in Inventory (Valued as of date of death) Fiducimy Acquisition Value ----------- Checking Accounts $ 4,781.79 Dauphin Deposit Bank-Checking Acct, 1180212190 $1,53 Accrued Interest Cc:mron Stocks PA National Bank-Winifred B, Smi.th Trust Under Revocable Agreerrent dated 11/21/96 Acct, #41-4736-30-6 as follows: Keypremier Prirre Money Market Fund 11,133 Units $0,95 Accrued Dividend $ 11,133,95 PA National Bank-Winifred B, Smith Trust Under Revocable Agreerrent dated 11/21/96 Acct, #41-4736-30-6 as follows: Keypremier PA Municipal Eond Fund 32,262,302 Units 331,979,09 PA National Bank-Winifred B, Smith Trust Under Revocable Ageerrent dated 11/21/96 Acct, #41-4736-30-6 as follows: Stocks listed: AT&T Corp, - 200 shares (See attached sheet) 200 Units 7,800,00 Airtouch cc:xrmmication - 80 shares (See attached sheet) 80 Units 2,705,04 Allied Irish Bks plc, - 3,764 shares (See attached sheet) 3,764 Units 189,141. 00 Arreritech Corp New - 120 shares (See attached sheet) 120 Units 7,522,56 Bell Atlantic Corp, - 80 shares (See attached sheet) 80 Units 5,790,00 BellSouth Corp, - 180 share (See attached sheet) 180 Units 7,920,00 RECEIPTS OF PRINCIPAL Estate of Winifred 8, Smith As of 04/30/99 Page 2 Assets Listed in Inventory (Valued as of date of death) FiduciaL)' Acquisition Value CoreStates Finl, Corp, -1,600 sha1'es (See attached sheet) 1,600 Units $ 98,400,00 Lucent Technolcgies -64 shares (See attached sheet) 64 Units 4,984,00 NCR Corp, New - 12 shares (See attached sheet) 12 Units 425,26 Nynex Corp, 80 shares (See attached sheet) 80 Units 4,640,00 SBC cormumications Inc, - 178 shares (See attached sheet) 178 Units 9,678,75 001 Corp, New - 200 shares (See attached sheet) 200 Units 5,225,00 Unisys Corp, - 1,200 shares (See attached sheet) 1,200 Units 13,575,60 V,S, West ccmnunications Group - 80 shares (See attached sheet) 80 Units 2,865,04 V,S, West Media Group - 80 shares (See attache sheet) 80 Units 1,600,00 $705,385,29 Household Goods & Furnishings Household gocds and furniture at appraised value by Claude C, Wolfe & Associates (See attached appraisal) 5,743,00 ....--,..,.......,.. ...... RECEIPfS OF PRINCIPAL Estate of Winifred B, Smith NJ of 04/30/99 Assets Listed in Inventory (Valued as of date of death) Mise, Personal Property Net proceeds of personal property sold at auction on 4-25-98 by Claude C, Wolfe & Associates 1994 Buick Sedan-Title No, #48272133402 sold to earrren J, Rhoads Refunds AuguSt Social Se=ity check Medicare refund PA Blue Shield refund SUburban Cable refund Arnica-insurance refund on autorrobile ($180,01) and apartment ($26,75) Kelly Assisted Living Services-refund PP&L refund IRS-refund on 1997 federal incare tax Bell Atlantic-PA - refund Miscellaneous Property Met-Life Insurance-check TOTAL INVENTORY Page 3 Fiduciary Acquisition Value ----------- $ 2,002,50 8,900,00 ----------- $ lO, 902,50 $ 842,00 60,03 15,00 8,17 206,76 63,00 40,64 1,173,00 22.32 ----------- 2,430,92 114,33 ----------- $729,357,83 ----------- ----------- RECEIPTS OF PRINCIPAL Estate of Winifred B. Smith As of 04/30/99 Receipts SUbsequent to Inventory (Valued when received) PA National Bank-Interest check dated 8-25-98 Dauphin Deposit Bank-Checking Acct. -loss of interest as stated on inventory PA Departrrent of Revenue-refW1d on 1997 PA incorre tax TOTAL RECEIPTS SUBSmuENT 10 INVENIORY SlM-1ARY Total Inventory Total Receipts SUbsequent To Inventory TOTAL RECEIPTS OF PRINCIPAL $ 500.00 -1.24 53.00 Page 4 $ 551.76 ----------- ----------- $729,357.83 551.76 $729,909.59 ----------- ----------- t. ! GtlINS AND lDSSES CN SALES OR CYIHER DISPOSITICNS Estate of Winifred B. Smith For Period 09/01/97 Through 04/30/99 Page 5 Gain Loss 10/02/97 Sale of PA National Bank-Winifred B. Smith Keypremier PA Muncipal Bond Fund 32,262.302 units Net Proceeds Fiduciary Acquisition Value $334,882.69 331,979.09 Net Gain $ 2,903.60 10/07/97 Sale of 200 shares AT&T Corp. stock 200 Units Net Proceeds Fiduciary Acquisition Value $ 8,950.00 7,800.00 Net Gain 1,150.00 10/07/97 Sale of 80 shares of Airtouch communication stock 80 Units Net Proceeds Fiduciary Acquisition Value $ 3,045.00 2,705.04 Net Gain 339.96 10/07/97 Sale of 1,500 shares Allied Irish Bks plc. stock 1,500 Units Net Proceeds Fiduciary Acquisition value $ 79,593.75 75,375.00 Net Gain 4,218.75 10/07/97 Sale of 1,000 shares Allied Irish Bks Plc. stock 1,000 Units Net Proceeds Fiduciary Acquisition value $ 53,125.00 50,250.00 Net Gain 2,875.00 GtlINS AND LOSSES CN SALES OR OTIIER DISPOSITICNS Estate of Winifred B. Smith For Period 09/01/97 Through 04/30/99 Page 6 Gain Loss 10/07/97 Sale of 1,264 shares Allied Irish Bks Plc. stock 1,264 Units Net Proceeds Fiduciary Acquisition Value $ 67,466.00 63,516.00 Net Gain $ 3,950.00 10/07/97 Sale of 120 shares Ameritech Corp. New stock 120 Units Net Proceeds Fiduciary Acquisition Value $ 8,422.50 7,522.56 Net Gain 899.94 10/07/97 Sale of 141 shares Bell Atlantic Corp. stock 141 Units Net Proceeds Fiduciary Acquisition Value $ 11,835.19 10,430.00 Net Gain 1,405.19 10/07/97 Sale of 180 shares BellSouth Corp. stock 180 Units Net Proceeds Fiduciary Acquisition Value $ 8,786.25 7,920.00 Net Gain 866.25 10/07/97 Sale of 1600 shares CoreStates Financial Corp. stock 1,600 Units Net Proceeds Fiduciary Acquisition Value $114,100.00 98,400.00 ----------- Net Gain 15,700.00 10/07/97 Sale of 64 shares Lucent Technologies stock 64 Units GtlINS AND lDSSES CN SALES OR OTIIER DISPOSITICNS Estate of winifred B. Smith For Period 09/01/97 Through 04/30/99 Page 7 Gain Loss Net Proceeds Fiduciary Acquisition Value $ 5,628.00 4,984.00 ----------- 644 . 00 $ Net Gain 10/07/97 Sale of 12 shares NCR Corp. stock 12 Units Net Proceeds Fiduciary Acquisition Value $ 446.25 425.26 ----------- Net Gain 20.99 10/07/97 Sale of 178 shares SBC communications Corp. stock 178 Units Net Proceeds Fiduciary Acquisition Value $ 11,369.75 9,678.75 ----------- 1,691.00 Net Gain 10/07/97 Sale of 200 shares UGI Corp. New stock 200 Units Net Proceeds Fiduciary Acquisition value $ 5,650.00 5,225.00 ----------- 425.00 Net Gain 10/07/97 Sale of 1200 shares Unisys Corp. stock 1,200 Units Net Proceeds Fiduciary Acquisition Value $ 16,875.00 13,575.60 ----------- 3,299.40 Net Gain 10/07/97 Sale of 80 shares U.S. West, Inc. stock 80 Units Net Proceeds Fiduciary Acquisition Value $ 3,225.00 2,865.04 ----------- 359.96 Net Gain DISBURSEMENTS OF PRINCIPAL Estate of Winifred B. Smith For Period 09/01/97 Through 04/30/99 04/30/99 Reserve for filing First and Final Account and closing expenses Fees and Ccmnissions (Prin) 09/02/97 PA National Bank-cash managerrent fee 09/02/97 PA National Bank-monthly fee 10/01/97 PA National Bank-cash managerrent fee 10/07/97 Wheat First Butcher Singer-corrmission on sale ($131.00) and SEe fee ($.30) of AT&T stock 10/07/97 Wheat First Butcher Singer-corrmission on sale ($56.00) and SEC fee ($.11) of Airtouch Canrunications 10/07/97 Wheat First Butcher Singer-corrmission on sale ($364.66) and SEC fee ($2.66) of Allied Irish Bks Plc 10/07/97 Wheat First Butcher Singer-corrmission on sale ($239.11) and SEe of ($1.78) of 1,000 shares Allied Irish Bks Plc stock 10/07/97 Wheat First Butcher Singer-corrmission on sale ($302.23) and SEe fee ($2.25) of Allied Irish Bks Plc 10/07/97 Wheat First Butcher Singer-corrmission on sale ($106.00) and SEC fee ($.29) of Ameritech 10/07/97 Wheat First Butcher Singer-corrmission on sale ($131.00) and SEe fee ($.40) of Bell Atlantic Corp. 10/07/97 Wheat First Butcher Singer-corrmission on sale of 9 stocks 10/14/97 PA National Bank-monthly fee to 9/30/97 10/24/97 Claude C. Wolfe & Assoc.-appraisal fee on personal property Check number 10 11/03/97 PA National Bank-cash managerrent fee $ 1,000.00 $ 3.46 582.76 3.44 131. 30 56.11 367.32 240.89 304.48 106.29 131. 40 1,289.64 602.91 195.00 17.17 Page 10 $ 12,348.23 DISTRIBurICNS OF PRINCIPAL 10 BENEFICIARIES Estate of Winifred B. Smith For Period 09/01/97 Through 04/30/99 Page 12 To: Camen Rhoads Furniture and household goods to Carn'en Rhoads as per Item III of will 12/01/98 Household goods and furniture $ 3,443.00 To: Carrren Rhoads $25,000 to Carrren Rhoads as per Item IV of will 12/01/98 PNC Bank Estate Checking Acct. Check number 19 25,000.00 Total for Carrren Rhoads $ 28,443.00 To: Rev. Jay F. Walters Grandfather clock to Dr. Jay F. Walters as per Item II of will 12/01/98 Household goods and furniture Balance before distribution 2,300.00 $5,743.00 To: Presbyterian Church of Mechanicsburg $25,000 Presbyterian Church of Mechanicsburg, PA as per Item V of will 12/01/98 PNC Bank Estate Checking Acct. Check number 20 25,000.00 To: Presbyterian Hares of Central PA partial distribution to Presbyterian Hares of Central PA 12/01/98 PNC Bank Estate Checking Acct. Check number 18 350,000.00 TOTAL DISTRIBillICNS OF PRINCIPAL 10 BENEFICIARIES $405,743.00 ----------- ----------- RECEIPTS OF INCCME Estate of Winifred B. Snrith For Period 09/01/97 Through 04/30/99 Page 14 Dividends Wheat First Butcher Singer 10/15/97 Wheat First Butcher Singer-CRT M:Jney Market dividend $ 402 .22 3,164.28 4,280.55 1,469.69 3,190.56 2,593.10 2,868.67 2,874.41 2,986.55 2,899.82 3,200.22 2,796.20 2,842.13 2,920.74 2, 112 . 58 654.06 11/17/97 Wheat First Butcher Singer-CRT M:Jney Market dividend 12/31/97 Wheat First Butcher Singer-CRT M:Jney Market dividend 01/15/98 Wheat First Butcher singer-CRT M:Jney Market dividend 02/17/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 03/16/98 Wheat First Butcher Singer-CRT M:Jney Market di vide.'1d 04/15/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 05/15/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 06/15/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 07/15/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 08/17/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 09/15/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 10/15/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 11/16/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 12/31/98 Wheat First Butcher Singer-CRT M:Jney Market dividend 01/15/99 Wheat First Butcher Singer-CRT M:Jney Market dividend RECEIPTS OF INcx::ME Page 15 Estate of Winifred B. Smith For Period 09/01/97 Through 04/30/99 02/16/99 Wheat First Butcher Singer-CRT M:Jney Market dividend $ 1,335.04 03/15/99 Wheat First Butcher Singer-CRT Money Market dividend 1,103.34 ----------- 43,694.16 PA National Bank-Winifred B. Smith 09/02/97 Keypremier Prime M:Jney Market Fund-dividend 09/02/97 Keypremier Prime M:Jney Market Fund-dividend 10/01/97 Keypremier Prime M:Jney Market Fund-dividend 11/03/97 Keypremier Prime M:Jney Market Fund-dividend 12/01/97 Keypremier Prime M:Jney Market Fund-dividend $ 39.45 11.28 50.25 250.72 0.48 ----------- 352.18 PA National Bank-Winifred B. Smith 09/02/97 Keypremier PA Municipal Bond Fund-dividend 10/01/97 Keypremier PA Municipal Bond Fund-dividend $ 1,154.35 1,272.43 ----------- 2,426.78 AT&T Corp. 11/03/97 AT&T-dividend Allied Irish Bks plc. $ 66.00 10/03/97 Allied Irish Bks plc. -dividend 1,129.20 Ameritech Corp New 11/03/97 Ameritech Corp. New-dividend 67.80 Bell Atlantic Corp. 09/22/97 Bell Atlantic Corp.-dividend BellSouth Corp. 11/03/97 BellSouth corp.-dividend 34.87 64.80 PROPOSED DISTRIBtJI'ICNS 10 BENEFICIARIES Estate of Winifred B. Smith For Period 09/01/97 Through 04/30/99 To: Presbyterian Hares of Central PA Residue of estate to Presbyterian Hares of Central PA Cash Total mL PROPOSED DIS'IRIBurICNS TO BENEFICIARIES I I I 'I JI ,\ .,1 ,~! .4 _~!r ,;.) \1 ~~5G l i" ':::~I -~~~ Page 1B $329,524.53 $329,524.53 $329,524.53 ----------- ----------- COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SS: Jon F. LaFaver, Executor under the Last Will and Testament of Winifred B. Smith, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ..~~ Jon F. LaFaver, Executor Sworn to and subsc~bed before me this ~ day of y"y\f1J} , 1999. , ~j~tm ~ Notarial Seal llna M Burkey. Notary Public cumberiand BolO. cumberland County N: Comn',ssion Expires Ap,,1 15. 2001 Member. pennsyNanla ASsociation ot Notaries L ,,__._. 'W.. ,,,,,,,,,,,,,,,::,,,,,,,,,,,,~,,,,,,,,'';;,;~,.-.;.I' .~ { ~ LAST WILL AND TESTAMENT OF WINIFRED B. SMITH I, WINIFRED B. SMITH, of the Borough of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. ITEM I: 1. direct that my Executors hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I hereby give and bequeath my grandfather clock unto my pastor, Dr. Jay F. Walters. ITEM III: I hereby give and bequeath all of my furniture and household equipment unto my friend, CARMEN (Mrs. Robert N.) RHOADS, of Enola, Pennsylvania, if she survives me. ITEM IV: I hereby give and bequeath the sum of twenty-five thousand and no/lOO ($25,000.00) dollars unto my friend, CARMEN (Mrs. Robert N.) RHOADS, of Enola, Pennsylvania, if she survives me. ITEM V: I hereby give and bequeath the sum of twenty-five thousand and no/lOO ($25,000.00) dollars unto the PRESBYTERIAN CHURCH OF Mechanicsburg, Pennsylvania. ITEM VI: All the rest, residue and remainder of my estate, whether real, personal or mixed and wheresoever situate, I hereby h~1~2 give, devise and bequeath unto PRESBYTERIAN HOMES OF CENTRAL PENNSYL- VANIA, which serves the Carlisle Presbytery. ITEM VII: I direct that all inheritance and estate taxes be paid out of the residue of my estate and that the specific bequests herein be paid free and clear of said taxes. ITEM VIII: I hereby nominate, constitute and appoint my attorney, JON F. LaFAVER, ESQUIRE, or if he is unable or unwilling to serve, then I nominate, constitute and appoint DAVID H. STONE, ESQUIRE, or any other member of the law firm of Stone LaFaver and Stone as Execu- tor. IN WITNESS WHEREOF, I, WINIFRED B. SMITH, have hereunto set my hand and seal this /3i11 day of ~ , 1993. ~g~~ WINIF DB. SMITH SIGNED, SEALED, PUBLISHED and DECLARED by WINIFRED B. SMITH, the above named Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witness- es at her request, in the presence of the said Testatrix and of each other. GmJsEtJtv O.,~ /;1= Page 2 of 2 _......,.~_....~d."._. '~""'_""'" "."...,.". ,.,-".'" -"---'-"----"-- .--.-...-... ..-.... -._----,..-..- --.-.-, , .', " ", . - '. '". ~~...."" \. >.". ~< OH Z "'< ;;'1:> -"~ ""'" ZZ ZZO O"'H ~""~ o .:> U>,H HO::> ~Z 0 O::JE-l1.f"'I 0,,:.... ~U::JO ,,: 01 ::J~Ur--. OZ a- u <- 1 -""'..... ",":~N :I:I"'ii! :~~O HUOZ .r, ., ," ~ d l ~ .,~, i !i ~ .0;;;;;;'" 1St' <5.. :J 9 " 2- """" ~ '" ~ - I!i 2'S.. c .~ "6 ill Eel i i ..~1i1iiCL o~ 5 nJ ...!!Ie 5 i! ~'? - .DQ-fo"l oCc5 -1ii ~~~1;L"" .~ g~~~~d~~f ~ i5 ~ ~ ~ ~ l.~- '5 -I _." .c '" ~ -- /l) - C ~",eEO~ ~:!! ~ ~~ IE i 1$ !.~ ~ 05\ ~~o ~ ~ .u 2 fO .Ii t:l1 \ 8 ~o,,~ -3'li! \ >-~ o.-:g:il . '5 ~Ji~Uiilf \ .. ~ .,i. \\. r,:l ~l .- , ;./'. (~ '~. o~: t=:" r ~"",:t, .;. \\1 :;. dJ (,j ..: r (,) ..., " ::', ~ ;:; '!r; ,~~ CII ~~ <.! 1ii :'C::~.9c:ouc:' \ 0:B>-~C:-o~~ "E.g~.o'!'". . \ g';;1.]_g}fU?jo \ ga)~~.t:g.c:g \ c.C6~a;....:'O.s~ I g ~ 0.= j5 ffi c,~ \\' ~=.8o c~" "'-" _'0='" ~::l$'\ .'\ g -o'i ~ ;O'ii! @ ~ .c:....., ~~ ., \ >~",giilu.."'~'.,\\ '-J :t:...f.;.", 0" '" III 0 "\ '6i3:Jlll!;.~SS';( \ u ~ CD t:: cco,S ~ \ ~ S'E.2::l-~gj~ . ~ c:g"g2:' ~~ III en.c:fD ....__ Q] cD 0;;:' .c:.- o.o>c:-~ _5 ~_ 0 Q);Jt..S.s:; j l~ ~~~ !;:v\ H . f2 sfJ '.' '1,1 ,. c' ',. r, c' ,; ~1,:;) ~!~ ': '.~ ...----K) ^'.:~~\ : 'J' ,,r--.:.o .-"-l G,~i "'I ' ~: ~'. ~) ~~ Q::. '... " "I ~''::I'7J ....I ,.~i;i~_;J 0: ::: ':; ',' \>11 f :~ :; ~~ 'G "7' ~ -~ -:. ~ '." ~ ~ ..,_~~"':; :;:; (J "->~~ ga Z H \. \ \r \ \ \. ) 0::> ~ HZ ZO ;:JH OH U;:J UP> ..,H ,,: ~t; ZH H'" ~ 0::> ~~ 0.. HO ",,,: ":0.. H ~ STONE, LAFAVER 8; SUEKLETSKI . ATTORNEYS AT LAW 414 t.lRIDGE STl~EE:T :--I~W Gl1~IHItUI.^Nn. l'^ 17U70 (, - l- I j r;:\ \ \ ., {'j \ , -' \I.F'-J .~ ~ bl rJl fo< ~ 0 u: a S ~l j::: !: :rl '" ~ t < en ~ :5 UI ~ . a: .a: ~... . oll 8 < In ~ ~ ;! ~ ~ ~ ~ 5 ~ ~ : < ~ ~ tD lD ~ It ... ., S < 0 !( ., 0 ~ ~ ~ < '" ~ Z Z o fo< rJJ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Winifred B. Smith Date of Death: 9-01-97 Will No. 1997-0750 To the Register: 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. Yes X State whether administration of the estate is complete: 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.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes X No (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes ____ No Date: Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and may b ~ached rf tMs report. If- /8-():) II DaV-~-H. Sto ,Esquire 414 Bridge Street New cumberland, PA 17070 717-774-7435 (d) approvals of Clerk of the .;.\I."\~l '::',r, c, '.~~' '," J ~.:Z I}:' .' ,~. - . cn. Personal Representative Capacity: X Counsel for Personal Representative ,\ ._"'-~'-'-'-