HomeMy WebLinkAbout80-00104
No, fl.80 '>*
PETITION FOR PROBATE OF WILL AND LETTERS TESTAME~TARY
in the Estate of
MARGARET M. SMITH, a/k/a MARGARET MAY
KENNEDY
, deceased.
Harold B. McLane, Deputy
To ni~hal d C. t,!'\e1erS8F1, Register of Wills for the County of Cumberlond,
in the Commonwealth of Pennsylvania,
is
PetitionerU)xmtf1 the executOR named in the Last Will ond
III, S/ll,~LI
Testament of MIIRr.IIR~'l' MIIV KRNNRnv) 111(,\ 1~(!<l~1 dated JULY 7, 1959
Decedent was a citizen of the United States and a resident of
~~~~
Borough, Cumberland County, Commonwealth
CARLISLE
of Pennsylvania.
Decedent died on
WEDNESDAY
the
10th
day of
JANUARY
A. D. 1980 ,in the County of CUMBERLAND State of
PENNSYLVANIA at the age of ??.t5' years.
lWO'6 ~ her
Decedent has not been married and has not had children born to ~x
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
UNESTIMATED and of real estate to the value of
NONF.
as near as can be ascertained; said real
estate situated as follows
apply
Therefore, your petitioner{s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated FEBRUARY l4, 1980
Name and address
of Petitioner{s)
,..~,..,;~,~. 'Donnc:!l,1u:::ton;:ll J70]']
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
WILLIAM F. KENNEDY
named in above application, being duly
say{s) that the statements set forth in
SIWRN according to law
this petition are true to the
~
l-. Yo
knowledge and belief.
and subscribed before ;jJ.I3.~~<-I./7!\~if./ft/
Nilliam F. Kennedy 7
me FEBRUARY l4, 1980
'v1J~)?~ P'1 ",---Deputy
Aiel ,Ill d C. A'ld~1 ..61., Register
best of
HIS
RwnRN 'l'n
Filed;
OJ./-f/J-/o<
February l5,
/iJ-.2f9- (';
1980
,~
Attorney: JAMES D. FLOWER ~
MYERS, MYERS, FLOWER & JOHNSON
OA TH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
This, the
l4th
day of
February
1980 Harold B. MCLane, Deputy
A. D,xlBi&-, before me, R;~I._,d E. A...de,!8r1, Register for
the Probate of Wills and Granting Letters of Administration in and for the county af Cumber-
land, in the Commanwealth af Pennsylvania, personally came
JAMES D. FLOWER and
LAURA A. BISTLINE
who being duly
SWORN
according to law deposed and say that they are well acquainted with
the hand~riting of
MERRILL F. HUMMEL
whose name is attached as
A WITNF.!,;S
to an instrument of writing
purported to be
MARGARET MAY KENNEDY
the Last Will and Testament of
late of the BOROUGH OF CARLISLE. CUMBERLAND COUNTY. PF.NN!';Vr.VANTA ,deceased
and that the said signature is true and genuine, and that the said MERRILL F. HUMMEL
is now deceasedIDtXNI!gent
SWORN TO
nnd subscribed before me,
this
l4th
'J
. (j :
l .~. .c~!W;:0.b.,,+(e:_',:~~J._..
Jam s D. Flower
~L_<-~t!.v..o.,_eLfI~R..,
. Laura A. Bistline
I
J
day of
FEBRUARY
A. D. 19J~
'1J~~ 15~~~ ~ Deputy
lL r:. ~~isteF
per
Deputy Register
. .
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
This.".."..,."..,.".,'~~.~~"..,.,...,...,"",........,.., ..,. ,.... day of ,..,.,"",..,',..f.!';~,RR~,RX,..",' ,'.., ".....".",... A.D., 19.~g.."
Harold B. MCLane, Deputy
befol'C me n:.I....d 8. .\..d...mn, RegiRlcr for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonweallh of Pennsylvania, personally came ..............
."., ",.... ,B.eal:.rio.e .,J:..",J:.aug.nmAu.."c", ,.,Q!'l~.. ,g1;".." "..".",.."...".., "".. ..." ,.",..""."...., ,."., ...,.,.,..",.."..",...,..
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of .".,'...", ~~!:.'?~!:~,~,.~~X..,~~.~~~.c:'l:r.,1.1~!!, ,m,1R?1n~f.f. .~~:,~~~.' '~~lcd ..,..~.~~K".?.~...~~,~,~........
late of ..,.~,~~...~~!:!?,~51.~,.!?~.,~,~,~~.~,~~,~,!..,",..,.., ",.,..."..."."......".,..,.."" Cumberland County Pa., deceased
h be. d J sworn d' I d d h she was
w 0 109 u Y .........................................., accor 109 to aw, epose an say, t at ........................................
present, and saw and heard the testaJ;,'JX.....................,' ........W,\Rgb.Rg.'r...!MX.J<;!';~!'l!';.l?L....................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h~x:........... Testament
and Last Will, and at the time of so doing ........~):l.~.............,....................was of sound and disposing mind
memory and understanding, to the best of ............):l.~);'..........................,knowledge, observation and belief.
Sworn to ,
............................................... and subscnbed before
t2t~~L~ii~'*~................
~~t?fJ'tI,~I!t~g_~""~~~~~.:r..
R:",L~.ud E. 4'),...d_ 1"O'l1t Register
..................................................................................
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
..."......", ,WJ.tT.JJ.IJ1" ,f....,. ,~r;Illli!'i.l?X...,',....,..,.... ......,..."..,.".."".., ....,..".,...............,..,...".,..".."........". .being duly
...............J;:<l.Q;J;.n..................... says that as nearly as can be ascerlained the said decedent ..........................
,.....",.....W,R.Gl\BJ:<'l:"M" ...I?.r:I;J;:f,R.,.,!';?,Kt..,r.~.~,l?~,f-?!?:f;T.,..!!:l,:"Kf:!{,~,~f,(.'i.,.....,..,'.... "..,.., ..................,died on
.............,Wednesday.............. the ................,30,th......day of .....................J.iH\~~.:r.Y.................. A,D., 19,~.Q..,
at or about ............lZ,;,~.5................... o'clock, P".M.
,.........,...,S,wor.n,.~Q..,',...,.....".,and subscribed this
...............,141:.h....................... day of ..F.ebl:u;u:y,....
19, 80...., before
It'l.a}' /J~ 17
..v.:'0.(.N{f.~1!.,/..,... ......"f#&'.I:!P........................
William F. Ken edy 4'
.~fMkJi~~l~a{~......J!}~p.E,!;y
R;....lu..u d B. :...d_. ..n...I, Register
411
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} .,
COUNTY OF CUMBEHLAND ~s:
Before me, the Register for the Probate of Wills and granting of l..etters of Administration in and for
the County of Cumberland, personally came .......,~~,~,~,~~..!-:',:...~~,~~~.?~...................................................
who, being duly ..........9,\~Q.~~......,' do ll.1?..... depose und say that as......,~,~~,c.:,~t,9.!L....................................
of the last Will and Testament of ....~g~M,~f;r...,Mfl..Y...!$,J;:.N~.J;:.J?X..}'~~,~',~..!.i!.1.'~q.~~r.dm..?m!t6:..deceased
.............m:......, will well and truly administer the goods und chattels, righls and credits of said deceased
according to Jaw, And also will diligently comply with the pl'Ovisions of the law relating to Transfer
Inheritances, .....S~OE.N..:r0..... and subscribed
before me.
......~fF.Ei~UARY..J.4,............... A. D., 19,8.Q.......
>~t.J$:Jn~~(h""~.,...,?.7.~~y
R:...t.....~d E. ..&.llder8oR, Register -
!thlli,('~..,~..- ~~~.. ,t ..............
William F. Kenn~d
,
..................................................................................
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DECREE
Be it remembered that on the ..........~~,~,~...., day of ................~~,?~~~~,~............., A. D., 19 (l.!L.., there
was probated and recorded the last Will and Testament of ..~~,~5'!~,~~.~..~.':I.Y.,'~~~,~~~.:f.!....~!.!:-/~...........,
Margaret M. Sm~tn
late of.....j;h,l?..,J}!?,F.R),\gh...9.!;,..~~,J;J,i,.,~J,~....,............., Cumberland County, Pennsylvania, Deceased. Letters
....."....., ..:r.~:;;,t.ilm~n!;:.~):;y,',.....,.,' were granted to ,~,i,.J,~,i,.,<:1,I,1)..I ,.,"~~!},~~~Y.,"',.,."..,......,.,",., "" '.... ,.,...,......
Witness my hand and official seal the day and year aforesaid,,/) /
'--(!:p:..d(B.'J:zf.:~~,.,!?7.p..~~y.
R:...I.~ E. ~J......l!!nH-:;Register.
. .
COMMONWEALTH OF PENNSYLVANIA. 'l
COUNTY OF CUMBERLAND J
ss:
-Iii 1 J,J!1-.!!Lt.,-l<enneQY--
being duly sworn according to law, dopo,e, and 'iX' that he is the Executor
of tho Estato of argaret May Kennedy,a/k/a Margaret
M. Sml.tn .
I.te of ' th~J~or_qJ,lg!L9_f~arl_l,.l?Je___._.- , Cumberland County, Pa" deceased end thet the
within is an inventory made by _Will.ianL.E...-I<pnnAd1L- -- ., the seid Executor
01 the entire estate of said decedenl, consisting 01 .11 the pe..onel proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the ligures oppo.ite each item of tho Inventory represent it's fair value
as of the date of decedent's death,
Sworn to
and subscribed before me,
w.~)~.:..." ~ 1~ ..- ,.LJ-
W. l1' F bo.ut., d' Admlnht,at., ,1
1. l.am . Kenne y --
30 "G" Street
ear1ls1e, Pel'lUS1'1vllula 17613
o.f.-/. ~} /? 19 80
0~LLo...." Cj, g,~-ot#-....0)
NOTARY PUBLIC
Carlisle, Cumberland County
My Commb~ion Expires Marc.h 26, 1981
Addr..,
Dete of Death
10
Day
.T~nn;:l""Y
Month
1980
V..r
INSTRUCTIONS
I. An inventory mu.t be filed within three months after appointment of pe"onel representetive.
2. A supplement inventory must be filed within thirty day. of discovery of additional as.ets.
3. Additional sheets may be attached a. to personalty or realty
4, See Article IV, Fiduciaries Act of 1949.
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Inv.nto,y of Ih. '.0\ ond p...onal ..Iole of
MARGARET MAY KENNEDY, a/k/a MARGARET M. d.cea.ed,
SMITH
Farmers Trust Company checking account No. 5-69437
Cumberland Valley Savings and Loan Association Certificate of
Deposit No. 6701307 plus interest to date of death
cumberland Valley Savings and Loan Association certificate of
Deposit No. 6701723
Cumberland Valley Savings and Loan Association Savings Account
No. l64689 plus interest to date of death
Cumberland Valley Savings and Loan Association savings Account
No. l35l0l plus interest to date of death
'It<<1(<<X
Balance distribution Estate of Clarence M.
Smith
Total
58 99
60,388 71
lO, 0 00 00
2,390 79
2,343 38
u){x&:k a:lt
429 70
75,611 57
RCC-3.3 ('_7JI
1/ _ (// ,J/' //
'j\ ,. (. I
('OMMONIIF,\LTlI OF PENNSYLVANIA
IlEI',\RT\tENT OF REVENUE
III 'I{F\l' (II' l'1ll!NTY COI.I.ECTIONS
.
~ .
COUNTY OF CUMBERLAND
RESIDENT DECEDENT
IMPORTANT,
Thi", rctutlllllllst hi' l'tll11\IIa'lt:d ill Ilcl,Il1 UlIII hh'lIl11lhlllliCllle, \\ith "lIatlnchl'd, with the Itep,istcr uf Wills nf the
('nullly "hl~rc dl'cclh'lll u'..ult',I, ({,I'tlUIl '" dill' within mill: Illlllllh.. "rll" dalc Ilf l1euth. unless un extensiun is granted
hy the Sl'l'fl'liH)' IIt- Itc'H'IHII". IS,'\.'lltlll 711,\ ..lilli' Inhctillllll'l' .11111 E"'lall' Tux I\ctuf IfH,I.)
-
I~ Tim \1,\'1'1'1'.11 01' 11I1' I,SI,\'I E 01 } AFFIIlAVIl OF
Margaret May Kennedy, a/k/a M~rgaEe,=- ~~ ~~~MI'OR
{STATE FULL NAM[:: OF OEr.FI1f"NT,
cumberland ~X'14~It,,,~\t9(
Lata of __._ ... _ - ~,- .-~--- County
~ ,,' }
s..,. .f rennsY~'>I'alU.a_---,-
S"I:
County.1 cumberland____.
William F. KenneOv
**~~~~kx 01 the eliloto .;i tho oboyo.nomed doceio-~';;:;!l duly ~worn. dopas"
Executor
and ~ay
Decedent died
January
30,
, ItJ~J tCllote leaYing 0 la~t will. copy of which I. hereto attached. \
('(EA~l 1.({auxXO' J
!MorHI~1
Namo and addre.s of attorney or }
olher authorlud reprollllntQtlye to ....hom
all cOlrlllflandence should be moiled,
, DA)'l
MYERS, MYERS, FLOWER & JOHNSON, 1 West High
Street, Carlisle, Pennsylvania l70l3
Executor
That as such deponent is familiar with the affairs of said eSlate and the prnperty eonSlilUling
I EXECuTO ro. t,O..,INISTH:" TOri]
the assets thereof .\I1d their fair market \'alllc.
That al the time of death ,here was no safe deposit ho, registered in decedent's individual name, or jointly with, or
as agent or depuly of anolher, or In deceden!s illllividoalname. with right of access by another as agent or deputy, wilh the
exccptiun of the flll1u\\'ing: -
NAME A.ND ADDRESS OF BANI<. OR OTHER INSTlT'JT10N I
IN WHICH DECEDENT q~NTEO A S~FE DEPOSIT BeX I
NONE -1
THIS SAFE DEPOSIT eox RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEOENT
That the contents of suid safe depnsit box or boxes art itemized under Schedules
with the exception. of the foHov,.'ing, for the reasons hereinafter set forth:
of this return,
That Scheelule A allaehed hereto and made part herenf sets forth fully and in delail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein, It also sets forth the
mortgage encumbrances upon each IH\fCel of real pruperty al the date of death, giving the amount still due at
death, name of mortgagee, dale, rate of in,erest, and book and page of record thereof. It also sets forth in the
colomns provided Iherefore the assessed valuation of each of said parcels, Ihe estimated market value thereof
us of date of death of decedent.
That Schedule B attuehed hcreto ami nmde part hereof sets furth fully ami in detail all personal property
wheresover situated owned hI' the decedent at the time uf dealh; all moneys left by the decedent atlhe lime of
death, whether iu decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, Irust companies. or othcr institutiuns, "hether individually, or in trust fur any other person or persons
giving also separately the accrued interest thereoo, if any, down to the last interest day prior to deecdent's
death in the case of savings hanks. and lu the date of decedenl's death in all other cases; all honds, postal
savings, Ireasury cerlifieates or onles and uther evidence of indebtedness of the United States to the de-
cedent; all oblil:l,atiuns, whether hy :-;tatlltc or agrccmcnt they arc dcsignated as tax free, of the United States,
or any stale, or political snhdivisinn ,hereof, or of any foreign collntry, which arc owned at Ihe time of death;
all wearing llPI,,,re1, jewelry, :-;ilvcrware. pictures, hooks, works of art. household furniturc, horscs, carriages,
automobiles, hoats, ami :lny and aU lither personal ch;lIlds of whaISUC\'Cr, kind or nalurc, left by decedent,
IOgether wilh lhe I'airly eSlimated market value thereof; all honds alld mortgages held by decedent aod nf 0\1
clnims due ami llwing dccedent at the limc of dellth. and all I,romissury notes or other instruments in writing
for lhe paymenl of mUlley of which deeeden' died possessed, of whatsnever nalore, with interest Ihereon, if
anl', giving the face vullle alld eSlinH"ed fair markel valoe thereuf. and if such estimated fair market value be
lcss than the face value, it sels forth hriefly thc reasons for such depreciation as to each item; all moneys
payablc to the estale from life insorunee policies carried hI' decedenl; a\l annuity and endowment contracts
the proceeds uf which were payahle "1",n the dealh of the decedent; a\l and the corpnrate stocks and dividends
due thereon and unpaid as of the date of death, bonds ami accrued interest thercon to the date of decedent's
dcnlh and olher invcstment securities own cd hy the decedent at the time of de.nh, with the A\arkct value there-
of III such time.
In tht' ('(ISt~ oj' ~t'cllrltlcs of' elos" or f'urnl1)' enrpurlll.lolls, t.hl' vnllws rl!Jlurll!fl Ilre uS rar as
pussihlt' ~lIhSllllIlllltt',1 hy I'Inntlclnl ~ltltl'ntt'llts of' lItl' curllnrullolls. ..ho\ll'III~ tile IISSI.'ts tlrul lJuhllit1cs
tltt~reut' tiS nr tlw tlute lit' c1Hnth. The schedule 1l1sn St~ts l'orth tlu' Jllt(!rf~SI. 01' dnct!chml. ILt the time or
deAth In tln~' cn-purlnp.rshlp or hllslness, IlIIlI JIl support nl' lIw vulup. II" stich lut.f'reSl UterI! Is IllUlexecl lo
said sc'u~dllle, I'tnnT1clul sl.ntt.'mfmts sho\ll'ln~ thf~usset.s ttl\tlllnlllllltps of' slthl cn-Ilnrlncrshlp or huslness.
A copr or tilt' cu-pnrtnt!rshlll u~rp.emp.nt, (11' ornl, tt. Sllllr.lllont S('t.ttfl~ f'ort.h tho Ilnturp. of' the 'l~reemont)
togetllf~r with Il stutt!lTIfmt s(!ttJn,l!; l'urlh the cltaructer of' t.he !l1Isllll'SS, Its locutton, nnd SlJch other f'ucts
pprtltlntllJ!; to the huslness ns 1Il1l)' hI! p('rtllll~lI1. t.n It flllr IIml .I1lst npprnlsul 01' the flf!ccdent's interest
thereIn mlL'''- hf~sullmlttHd. It ShClUlfllllsn St!t rorth in It.eml;wfl f'orm, tOJ;et.IH~r with the fair mu.rket \'nluo
thereof, flll)' uth('r Jlropl!rtr oWII(>11 or h(>(ll1entlwcl h~' till! fh!I~r.flent Ht thl! t.lml"! n(' l!(!/tth.
The SChedule C llllnclwcl hereto nnd Inlulo pnrllwr(>ur sf!t.s f'ortb II true IIIISWp.r 1.0 ellch influiry
contaIned therein unet in the Cllse of' trnnsf'ers ()f'Jlrnpert~', relll or personal, within two yenrs of decedent's
death, In contemplation of' Ih~Cf~dl!nt's dt!ath, or Intef1flefl to t.l\ke f!f'f'....ct In possession or enjoyment at or
after death, said schedule sets {'orl.h the nnt.urt! nnrl \'ldllP. of' sueh JlroJlerl.~', to whom lrnnsrerred, the
relationship of the trunst'erees to the fteceflent, the proportlollllte shnre recl"!l\'erl br ench t.ransferee llnd
all other fllct.s of' It pertinent nature r'..~nrrllnv; suicl l,rnltsrp.rs. In l.lw cnsp. 0(' trnnsf'ers Intended to
take effect in flossessJon or en.fo~"ment nl or nf'ler r{cut.h, there is nlso IIttnch(!fl to the scherlu1e a cony
of' the deed, trust agreement. or other inst.rument cre/ltlng Uw t.rust. Thf_~rl~ Is also set f'ort.h In said
schedule n list of ull propp.rt,y, renl und persOJlIlI, with Its vulue, which tlltl'l:ses Ill. clecedent.'s denth hy
virtue or the exercise h~' decedent, elUwr indlvldunll~', 11I',jolntly wi th nuother, or nll~' )lower of' nppoint-
ment vested In decedent, either Indi\'idlll1ll~' or .Jointly, h~'lhe will, deIHl, or other Inst.rument of' nnother,
with a copy of the instrument. creutlng such power utt.tlChl'd to tlil! sdwi!ule.
Thnt S~hedtJle 0 nttnched hereto tlnd mucic purt herenf' sets f'orth tllp. flllmes t1nrl lllldresses of nIl
persons beneficially interested In this estllte nl. UI(! time of decedent.1 s denth, the Tluture of' their res-
pective interests, their relutloushlp, I r nny, to the Ih~ceclellt, tn~l"!t.her wi th the nges at the timo of
decedent's death of till minors, annuitants IUlIt heneftclllrles f'or life tmrlp.r !tecodent.'s Will. It also
contains a statement showing which of the henericlurJes nllme,l in the !Icceflent's I'dll, If' /lny, died prior
to decedent, the dates of their death, their ISSIlf~, fillrl till! re1ul.lonshiJl of such fssue to the heneJ'!ciary.
Thnt. SChedule E nttached hereto nnd nHule n pnrt. hereof' SP.ts fnrth nIl prO]lertJ', real nncl per-
sono.l, owned by the decedent .Ioint1y wi th another or othp.rs, Inclllclinv; Intnn.c;tble, stnnding In the ntlme
of the decerlent nnd others, plus the date and placf! of' rccnrct of tnstrll1nf'nts ~ff'p.ctiT1g the vestitllre of'
real f~stnte and the date of nCCJutslUon or personalt.y, pIllS the ntlme. adllress nnd relnt.tonsldp, if tlny,
of co-owners to the deceden I..
That S~/1edule F attached hereto and made n part hereof sets forth f'tlll~. nnd In de taU nIl debts
nnd deduc lions clnimed for ann on hehn! r 0 f thi S rler.nrlen t,' 5 es tn te" i nclwlt ng f'ullernl expenses paid;
family exemption, where npplicahle; costs of arlmlnist.rat.lnl1 of this estate; counsel fees nnci fuclicinry's
commissions paid or to be paid; cost expended for burlnl t.rusts, tombstones or ~ra\'emarkers, and reli-
gious services, In conseqllcncp. of' the dent.h of the c1ecerlent; dehts unci c1 alms owll1g /Inri 1Utpnirl at time of
dea.th; taxes accrued chargeahle for period prior 1.0 decedent' 5 lIeath (except those /lllowed uncler Section
051 of' the InherItance ancl Estate Tux Act); together with 11 stntement of' collntp.rnl plcrlgert ror obligll.-
tions, if any. It Is ngreerl that.. the ffducinry will present proof of' suld clalmell ohlfgations upon re-
quest, thnt If the amount act.unll~' pllld In settlement of nny fee, eomm1ssion or debt is l~ss than the
estimated amount claiming und allowed, thnt the sume will he reporteci to the Heglster of' Wills, and that
the lImOllnt of tax ussessed cnn hI! renssessp.c1 111 llccorrltlnce lherl!wl tho
That the totllls of th,~ Illlpropriate columns In Schedules "A", "UIl,
hnve lleen carried forward ftnd properl~' rep;lst.ererl in the SlImmury.
iL
Subscribed and sworn to before me this ,.,./J:................
ClI~Q:rllicrJi~~Q
NOTARY PUBLIC
Corlisle, Cumberland County
My Commi5sion Expires March 26, 19d 1
"en,
"E",
Rllf) "F" us (I!ree ted therein,
,.;v~~;~~?~~!.~~_..
..3 O..,...'.'.G.~.!.....S.tr.eet......"....,........"...,...,...,...".."'.,....,....,..,_..,__....
(Street Number)
. c:aJ::l .i.sle,...Eennsylvan.i..a....."17,Q,13..,.,,
(City or Town and State)
SOTE: Derore signing nff'lrlnvl t mnkf! sure III 1 hll1l1l.': splices III the nt'fldlt\'t t llTlrl schedules nnnexerl ure
filled In with cletllils or the worcl "Sone", unci III cuse the Ilsset,s Include 1'llr(~ /InrI unlJstcfl sl!clIrities,
securities of close or fnm1Jy corporntlons or fill Interf!st. In UIl)' co-pnrtllersflip (lr !Juslness, t.hnt the
nuta ami st.Rt.emellt.s re'lulr('rl lIIulc" t1w pnrll,l!;rllllh Ilho\"l' rl~lltt.lllP; 10 ScJll!fI1l11~ "n" ore f1ttnclle,l. Also mllkc
cert.nln that column #1 In the "SllnIlTlury" hns h~l"!n Jlrop(!rl~' cnmplf!tf!ct ns rlhllVp.-dlrecl.l~fl.
,
'. \
RC C-U u.nl
. COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COL LECTIONS
TRANSFER INHERITANCE TAX
RESIDENT OECE!DENT
SCHEDULE "A"
REAL PROPERTY
..
Real property in Pennsylvania, with statement 01 mortgoge encumbrances upon each porcel at death of dece-
dent, Property held by the decedent os tenant in common with another or other, should be identified
os to quontum 01 interest and the estimated value should be that 01 the decedent's interest only. (Property
held os joint tenants with right 01 surviorship or tenancy by entireties should be reported on Schedule "E.")
Th. real prop"t)' locatad In tho Commonwealth of Penn.ylvanla .hould b.
dncrlbod by lot and block numbe" aU'" and .tr..' numb.r, tog.th.r with
a g.noral de.crlptlon of the prop.'ty, with a r.f.r,ncI to tho record of tho
eonv.yonce by which tho dec.dent took tltl.; If a farm .tat. number of a.
crell 0110 Itat.mont of mortgage encumbranc.. upon loch pare. I at death
of dlcedent. To..', o.....m.nt., accrued In,.,..t on mortgog.., ,Ie"ar.
to b. lI.t,d on Schedule !lFtI and mUlt nat b. deducted from .hl. schedule.
(1)
(2)
(31
DEPARTMENT
VALUATION
CAUTION
(Do not writ.
In tIIla .pac.)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
NONE
NONE
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost page 01 this return.
NONE
'. ,
RCC -35
CO~WONWEALTH OF PESNSYLV~~IA
TRANSFER INHERITANCE TAX
'*
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule muet dlecloee all tangible and intangible pereonal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or othere
must be 11bted under Schedule ItE", Intangible poraonal property, titlod In the n&.me of the decedent, but
payable at death to another or others. including but not limited to p.a.D. u. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property Should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, Automobllo8, boaU, etc.)
Intangible personal property, such 88 bonds, treasury certificates, cash on hand and In bank,
stocks, mortgages, notes, together with accrued interest or diVidends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any propert). held in trust under the will or agreement of another, even though
located outside or the State, at the time of death, should be listed in this schedule.
ITEl!
List end describe fUlly
Item ,
NO.
1.
2.
3.
4.
5.
UNiT ESTIlIATEll
VALUE 1IARKEl' V ALOE
DEPARTMEh'T VALUATION
(Do not write in
this space)
l288.869 shares United Funds, Inc.
at $5.56 per share, revocable trust
7,l66.11
CheCking account at Farmers Trust
Company, No. 5-69437
Certificate of Deposit No. 6701307
plus interest to date of death held
by Cumberland Valley Savings & Loan
Certificate of Deposit No. 6701723
held by CVSL.
Savings Account No. 164689 plus
interest to date of death held by
CVSL
58.99
60,388.71
10,000.00
2,390.79
6.
Savings Account No. 135101 plus
interest to date of death held by
CVSL
2,343.38
7.
Balance distribution Estate of
Clarence M. Smith
429.70
Insert this total opposite "Personal Property", Scherlule "B" in
the "As Reported" column on the last page of this return.
x X
lI~~3>mX>>:S
82,777.68
P1'111,C::S
'~9'(
NAnONAL rW;II"II.HJ~()"'~;, 'i' I/-1L U"\jlfED C3RQUPQF MUTUAL FUNDS
--'--"- --.-. ... ~ . +.-.. -..----.
r>!~-/~ct-I~t f: t/.;';{u.-=
On ( .t i /," (11' I'
""'?I'"""- -Vtt/I...r'.:c JlL-it: ",-.
{{ ,1 L {f' .L-.f:(j ;1:( /701:3
;2- (3-- S{T
O'/5"7CO IS: -(,2-'/ . ,
-rJ:', ;f!,.,-r". ~ t.ilI1y, _", !ji.L.
. /, (. r"'1' '" . . __'~'.. lOt ."-.,..,.,.(.,,.l.Z.. . ~
-,--: . . -);/ ./ -1:,"-.''/ ^ I
1'1.- f ttL I~ :-f.LI.:/~1I ( rT' ,i'..:I':-;l~"7
Very Iruly yows.
n.llt~
^ccowll Nu,
llle ~ICCOLnll. V.Q musl feceiv~.thc following;
A rOller uf !I1~lrlJctlt\11S ~IUl1ccJ 1>r
/
"./'
/
-
o
o
o
o
o
o
o
o
o
o
o
[j
In addlllvn, ';:-< L.. ,I!~: I L '. J," (.)' 1,/ Sc I ~I./L( ',.!_ t'lu (r~rt~-/(T-()cI'-I(.Cj~/~'.'.{!u
/:'. - . ,. . /
/ /.. S''i--, :;r (; i' -V-'/" I ,'v'. ? -a t. ( L ~~c( <:L--( - S;.~ -C .;Q:'t, a'./-~ 'LL."
/
latultl(S) mllst h:' GIJiU,lllked' t.'i iHI o!flcer 01 a National Bank.
/
A cerllfied copy 01 Uw '<IUI (cttt.ht':llt}
An hlhentanco Tal( Watv<.H in lilt.! :jtato 01 fl.lslderlce 01 1110 deceased.
A cOllif'U,l co~y 01 Ill" '}J(:';; 'I esl. ''''''dlY 01 Lellcrs 01 Adminlsl,",ion currenl wilhin 60 days.
Tile enclosed D';l"("lon 01 T.lllst ncv able Form cOl1lplolod and signed.
A copy 01 Ih~lh Cerllllcale
A COP7..{.' O/lwnol1TIIJ',llnSl/l11l1011l
A c y of th(! AUItWll/tlllJ Hu:;ulullOll
ha CnclO~lJd IndW1I1l111 Burld Forms. COf11pll~led and signed. Ifl order 10 replace tho
certllicalel 5)
'.
/07 /)~. -(
/7>' (l,: {:-Lt'('l__-I'\'
( o/crt"(
Customer Servi;7), .__1----.
Enclosure(s): :A-th<l-:-'CJ'~(......-C
RoO.
Ii ~~~~~: TR~~~ ~~~"~;
Date ____~~. __L.c__1
: D. ,I
.'
1 r.
: ,.
,..1'..
1 '(,1 ~{
Re: Estate of'Mar.gareLH---Smi.t.h_
Dale of Death ,.Ja!!ya;:LlQ.LJ,280
Dear -L.:_~.!.~_.
In answer to your request concerning accounts owned, either separately or jointly, by
the above referenced decedent and the balance in each account as of the date of
death, Vie have checked our records and are submitting the following information in
duplicate, We suggest that you file one of these letters attached to the Pennsylvani.> Inven.
tory forms (RCC) to substantiale the balance you report.
Note that we have shown the correct registration for each accounl, Also, interest accrued to
the date of death, if any, is listed as a separate figure,
Very truly yours,
)
/7/;, _' \1, {'-'~("~-c' _1_'
UcYU(-L. /'/
'~I~""'(l":.' .;,~, .4 'rv"",~'~
-... . .~.
fYl'j 'I~ ,', . ~"1'
. .. -ll" . '!l~'
':-'/:::'l(~,~.l::!1 ",.~ ,'!',\.
. :~1':"'" ~'! r"'f l:~nl, ,/ S-:::l}'l'/
';1',1..: :~
,
. RCC-37 (12-63)
COM~IOS\\'~:AI.TII OF rES",~\'\'I.A"'IA
TRANSFER I!,(IIERITA",CE TAX
RESIDE!'(T DECEm:",T
SCHEDULE "D"
IlE:-':EFICIAHlES
\
h
BENEFICIARIES AND ADDRESSES 1l,:I.ATIONSIIII' I .
(I[ slcp,childrcn or Sl!RVIV},P IlATE INTEREST OF
'State full names nnd addresses of all .....ho i1lc~ilim.lc children I DJ;:CE~bNT OF BENEFICIAllY
ave an interest, vested. contingent or other are in\'olved, set S1ATt'... ,YES IJII\TII IN ESTATE
wjse in estute) forth this f.cl.) OR NO
William F. Kennedy Son YES l/2 residue
30 nG" Street
Carlisle, PA. 17013
I
CHILDREN OF DECEASED SON, RI ;HARD S. KENN' DY:
Steohen Kennedv Grandson YES l/4th r..s;dno
P. O. Box 72
Plaisted, Maine 04767
Kenneth Kennedy Grandson YES 1/4th residue
505 "D" Street
Carlisle, PA. 17013
Ilcponcnt further suys thnt u11 the uhovc-nnmed bcncrlcin.rics nrc living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
NONE
..
o '
-~-
" ..
..
t;j: c
'c "E
'5 ~.:
-cQ.8
< E.
.:. o.
0.....,
:;~~
l:" 0
..E'"
f<l ..
- =:
Heal l'roperly .............., .
l'ersonal !'roperly ...,....,.......
Transfers '. .,...,............
SUMMAllY
...,.. ..... (Sch, "A")
......,......, ,. (Sch, "8")
,.............,....".(SCh,..C..)
Cross Tu.,able Estale
.J
'" 1l
z
.. r4 ,~
" ." ..l
~ ;;:, 'u
r4 :l: -<
~ '"
'" -
- -<
..: " Ill:
~ to. '2 ,..,
'" 0 " ,..,
'" ~
'" ..: !:! -<
i: r4 ~,
r4 >= '" ~ Q
5:
ci ~ :t .. ..: 0; z
Z I- 0 !;; '" <
to. r4 ~ I-
~ 0
0 . Ill:
c ~ ~ 0
0 ...
'" t..:l ~ ~
" !: ~ ~ Ill:
J: 0 c
~ ..: ~ 0
'2 ;:; 0 L:' g
'5 ~ E
,- - 0 0
;,. ~ ...l U U
....or:
(1)
(As Hel'f1rll't1)
$.
$.
$
$
$..., .........
$, .
- .
(2)
(/\, DI'l.'rmilll't1)
$
$
$
S
$
S
, .,
RCC-38
*
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INIIElUTANCE TAX
SCIIEIlUI.E "E"
JOINTI.Y OIl'NElll'lWI'EltTY
RESIDENT DECEDENT
INSTRUCTIONS: "hls SChl'ltull~ must disclose ntl Jlropl!rt.~.. rent owl lll!losunal, nWIII!d h~' tilt! flf!I!I!dl!lIl. .Iulntly
..'.lth U1lllthcr or ot.hers, Inclllll1tl~ t"tlln~lblcs, SI.Il.1111111j.!; In t.llf! lIunll' nt' till! Ih!CI!tt..!IIl. IIlId utlll!rs. l.tRL
real ('Sl/lt.t.~ l'lrst. IlS entlrl!t.les, or Joint telHlIlLS, ~lvlnJ.; IIrlel' llt!scrlllt.lnllt us IrHI1Cltl~d 1Uuhlr Sf:hclhall!
"A", pillS the ctnt.l~ 11I\tl plncp. of rl!corcl of Instrnmellt. otTecUIl!!; vcst.tl1lrl"!, lnll do not Include rmt.lrntLoR
or 011t of statl! N!ul estate vulue In l!stule vululltlon colunm. Personll} properly shou!(l he II,st.ed liS In
Schedule! "B", plus dute nt' ItC1lulslLlol1, Hnd till! flume, nddress nnd rf~lllllfJllShil' (11. nn)') of co-owners 1.0
the t1ecl!Itent.
Dcscrlflllon of' ProJlerty, Dat.e of Acquisition, Nnmc
Address nnd Relationship of Co-Owners, and Plllee
~'Ii' '.."id.'... '"; ~U,"
unit
Value
pc rccn tuge
Shure
Estat.e
Valuation
D~"A1\TlIENT VALUA1'ION
CAUTION-Do not Write
In This Spllce.
66
~ (XXX'
!2290' (',c
Value of
"-'nUre
property
Value of
Decede" t t S
Interest
:,,?)
',:
'U
NONE
NONE
Insert this totlll opposite "Jointl)' Owned Property", Schedule "E"
in the "As l\cIJOrtcd" column on the lnst pag(~ of this return.
(1/.( 1U:./
.':Iff
NONE
.- ,
RCC"3Q 1~""1
COMMOIolWEt,L TH OF PEIolIolSYLVANIA
TRANSFER INHERITANCE TAX
RESIDEHT PECEOENT
SUM\IARY
DATE OF DEATH Jan. 30 , 19 8ehLE NO, 21-80-0l04
Estatc of Kennedy
(Last Namc)
, Margaret
(First Nomc)
May, a/k/a Smith,
(loili,l!) Margaret M.
REPORT OF INHERITANCE T,\X ,\I'PRAISER
Cumberland
I. the undersigned duly appointed Inheritance Tax Appmiscr in and for the County of
Pennsylvania, do respectfully report that I have appraised the r~1I1 and pcrsnn:1I pruperty as repurted in the rtJrc~()ing return ul
the values set forth opposite each item in the last cnluntn to the right in SChClllllcs .."It, "B", "C", and "E".
Dated: July 23. 1980
o/e . fA". j)
A LJ'''U~' 11.1.~_l(
INHERITANCE TAX APPRAISER
REPORT OF TilE REGISTER OF II'ILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that [have allowed deductions in the amounts claimed by deponent, except as to those items where a grt:ater or
lesser amount is set forth in the last column to the right in Schedule '"F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY
Real property (Schedule A)
Personal property (Schcdule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE Fl
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $ N=e s
None
82,777 68
CLEAR VALUE OF ESTATE
72,383 70
Valuation of \ife estates or
t=
l=
\=
annuities. . . . . . . . . . . . . . . . . .. $
ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY
Tax on s
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
COMPUTATION OF TAX
s
$
$
$
$
2%
6%
5%
10%
15%
o
(0) As evideoced by Chari table
Exemption Certificates issued
by the Secretary of Revenue.
TOTAL TAX
$
Less tax previously paid
BALANCE
Less 5% of lax if paid within
3 months after death
$
s
c
$
BALANCE OF INHERITANCE TAX DUE
Add intercst at rale of 6% from
10
AMOUNT OF ESTATE TAX ASSESSED $
Estate lax paid s
BALANCE DUE
Add interest at rate of 6% from
to
$
t=
1=$
L
$
S
TOTAL TAX BALANCE 5
PAID 5
\=
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments arc made tn the above computation uf tax by the Register of Wills, ror J1roJ'lcr reason,
same should be noted below, with short explanation.
-.
+>
OJ
'"
III OJ
tr>' .-I
"', 1Il
t-- Ill: 'M
Z ::;:.", .-I
.. W .. '"
'" rtS;~ III
:;. - ..l
..., ,- .. CJ
w ~;fE: <(
0' U'l ,C ..... '"
.-I: - -
< III 0 <(
I: ~ r.. '" =
0: Po. . .c: '0 'is Po.
co: Po. 0 >< tr> I': <'l a.
"' !:! ~
.: i: < r4 '0' ~ III :;, <(
.-I: W j:: i- OJ: 0 .-I ~
N. e: :I: .. ..-. I': '" '" c Q
0 0 i- I':' 0 OJ. c Z
Z t-- ..
en OJ' l!l .0. Po. <(
~ r.. w :.::: !3 ~ I-
a OJ 0
c >< .c: CJ =
0 ~ III +> - 0
'" W ::;: -;; ..
.s !: .. ""
+>.c: ~ ~ =
0
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III e ..
,- - ... is 5
;;. ~ tr>Ul
...< '" ..l U U
III .
::;: ::;:
REV.4570.S0)
CdMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
..,..
,
.. ,
...,. '.
-
~
_..-
Estate of
KENNEDY, ~Iargaret Hay a/k/a
SMITH, ~mrgaret M.
File No,
21-80-0104
County
Cumberland
Da te of Death
01/30/80
In the event that any uture Interest In this estate is transferrod in p05S6Mion or enjoyment to collatefel holrs of tho dfICedent nfter the expiration of any
estate for lifa or for yaar., the Commonwealth hereby exprlJS$ly rosarves thft right to 1I1lpraise and 8SWSS transfer inhorltance taxes at the lawful collateral rate
on any wch future Interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY - SCHEDULE "A" . ,
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . ,
4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E"
None
82,777 .68
None
None
TOTAL REPORTED PROPERTY
82,777.68
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
82,777.68
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above "ppr"i,ement is m"de in conformity with Pennsylv"nia law "nd has been filed this day
with the Register of Wills.
,W . .J~ff~ Ii I)
..... /:PLl.'f / , ; ," 'I,' If I
APPUAISEH
07/23/80
<II
.......
~
.......
<II
>-
"0
QJ
~ <::.c
~ ~ ~ <=...
<: ~-g
z I<l !e '"
0 ;:.. >-
~:-: ...
I<l "0 '"
'" ...... QJ ~
;::l QJ QJ .... ....
...l '" '" '" '"
<: <II <II ..... Q)
- 0000 .... ~
u Z '" '" '" '"
- ~~ <II 0 '"
'" 0 tJ tJ .... '" '"
'" -
0 ~ 0
~ '"
'" 0
,.. 0 '" z 0
'" '" ;:.. ,.. 0
- I<l ga Z
Z ,.. ,.. I<l Z
0 - 0 ~ ~
...l ::01 ~ 0 U I<l r4
...l Z Z t:l Z
ts ~ '" ~ 8 0 <: -
I<l 0 "" ...l
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
I
I
OFFICIAL NOTICE or i
INHERITANCE TAX I
ASSESSMENT J
-----------
,~-!.
'~a~
_.1______
TO._________.____________________ _
DATE
ESTATE OF
FILE NO.
COUNTY OF
For County Information purposes only
COUNTY FILE NO:_____-'--~_
DATE OF DEATH
Appraised Value of Estate:
Real Estate
Personal Property
Jointly Held Property/Transfers
$
TOlal Gross Estate
$
Total Approved Deductions
Clear Value of Estate
$
less: Approved Charitable Exemptions
Cle:1r Value of Estate Subject to Tax
$
Amount TaKable @ 6% Rale
$
$
tax due
Amount Taxable @) 15% Rate
lax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $
less Credits:
DATE OF PAYMENT
INTEREST
TAX CREDIT
AMOUNT PAID
DISCOUNT
s
+ $
=
$
s
+
=
+
=
BAlANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
(nlcrest will accrue at the rate
Inheritance tax from
of six (6) percent per annum on the unpaid balance of
to the date of payment.
Assessed by:
Agon! for tho Comrnon....'.Hlllh
SEE REVERSE SIDE FOR INSTRUCTIONS
r!/;(:IS'f~:r ..)~: 'J'J!Ll.'S COpy
.~..,:.:~:_~,...::...,~....;.;..';..,~~.:-!j.' - -. -
".'-n--,
TH' SUM OF .. , /c: 31.::]:1 j"
,-
X'tt! .:.11, 11/p
DATE .~~~PR~,VED '.... '.'.. i 1j/.. ( ./ cJC..
})t ' 6 jl1 /
-----4;.~;;-;f ;:;,;", A..;ld./{.~
FOlm RC C.10
/
/
DEDUCTIONS ALl.OWED IN
OFFICE OF THE
REGISTER OF' WILL'
STATEMENT OF DEBTS
AND DEDUCTIONS
D'
Cumberland
COUNTY
AND AGENT orr THE COMMONWSALTH
'/, . /
Margaret May Kennedy,
!1ar9'are L !l. ::inti LL
/;
a/k/a
LATIi or the
". (.1
J
Borouah of Carlisle
ESTATE OF
D"TE OF FILING APPRAlili:MINT
't- ~j
DAn: OP' DEATH
.T~nll~l"'Y 10.
1 QRn
DATE
NO. 01'
VOUCH5111:
REMARKS
NAME OF PAYEE
Register of wills
Letters & short certificates
d
The Evening Sentinel Advertising Letters
Hoffman-Roth Funeral Home Funeral Services
Carlisle Memorial Service Grave marker
William F. Kennedv Clothes for Burial
Checks cleared after death GM Pharmacy
Register of wills filing fees
Register of wills Reserved for filing account
Laura A. Bistline 'otary public fees
William F. Kennedy xecutor's commission
Myers,Myers,Flower & Johnson Attorney's fee
TOTAL
COMMONWEAL.TH OF PENNSYLVANIA
COUNTY OF Cumberland
Ivi lliarn F. Kennedv
}..,
A."OUNT
47 00
18 00
l8 00
2 484 00
235 00
l8 38
24 60
9 00
35 00
5 00
3,750 00
3 750 00
10 39
I,
HEREBY C~RTI"'Y. THAT. TO THE BEaT OF
MY KNOWLEDGE AND IIELIEP'. TM!! fl'ORIEGOIHG 18 A JUST AND TAU E IHATEMENT OF DEBTS. FUNERAL EXPENSES AND EXPENSES 0'"
....DMINISTR...TION SUBMITTED TO THE ESTATE 0,. Marqaret Mav Kennedv, a/k/a DECu.eED. .... DEDUCTIONS ,.OR
INIol!RIT"'NCE TAX PURPOIE8, Mar~aret M~ml- . ~'~v~
" ',fI _ _ -....- I <.--' t2A- V
I ' "t;f\.-..... (L.6,)
u..cRlylll...oRE ME THI. ;; - OAY or WJ.llJ.am F. Kenne y . J
V 11 ..!!..L
1 . .1.--...... (
NOTARY PUBLIC
Corlish!, Cumberland Cour,ty
My Commi ,ion Expires March 26, 1981
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OFfiCIAL NOTICE Of
INHERITANCE TAX
I\SSESSMENT
'*
TO:
OATE
..._-~.-.- ---------------------
, --+--~_._.-:.
ESTATE OF
FilE NO.
.'./
/
"
./ .
COUNTY Of
"--
For County In1ormation purposes only
: J'
"6
COUNTY filE NO:
OATE Of DEATH
--- - ------- -- ------- - ----------- - - - - -- - - - - - - - - - - - --- -- - --- - - - -. - -- - - --
Appr.J1sed Value of Estate:
Real Esti11e
Personal Property
Jointly Held Property/Transfers
s
Total Gross Estate
s
Total Approved Deductions
Clear Value of Estate
s
Less: Approved Charitable ElCcmptions
Clear Value of Estate Subject to Tax
s
Amount Taxable @ 6% Rale
$
tax due
$
Amount Taxable @ 15% R:llC
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$
, .
.
. .
/JJ...
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
j
///
,j
+ $
$
= $
$
/
, -
+
=
+
=
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
..",
-$---/
( C__
(nterest will accrue at the rate of six (5) percent per annum
Inheritance tax from
on the unpaid balance of
to the date of payment.
Assessed by;
Agenl for IhcCommonwcallh
SEE REVERSE SIDE FOR INSTRUCTIONS
F.cGfSTER Or- WILL'S cor'\'
COMMONWEALTH OF PENNSYLVANIA
ss. :
COUNTY OF CUMBERLAND
WILLIAM F. KENNEDY, being duly sworn according to law, deposes
and says that he is the Accountant in the Estate above named, and
that the facts set forth in the Statement of the Reasons for the
proposed Distribution are true and correct.
;; /~ --I&.:~/ J };/
WJ.lliam F. Kennedy /
,$WOo9~tq. and subscribed before
____ \,Or:,..,:;', ", -IJ.IJ.
<.~~ni~\ttiI1:i:~.~-'9.'..~ day of September, 1980.
',,'..\ -- '. .
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. ." ",,'1. ~\'i" ''-
. '1 ' 'I t '(\.' ........ .-
,.'. ..; . -, , \ <:t'{GTARY PUBLIC
. :..( f ?Cb~1kfe, Cumberiend C::.unly
.., My.E:c/M,i..ion El<plres March 26, 1981
- 2 -
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.69
,
Inventory or !he re(ll and per...onal "stote or
HI\IlGI\RE'1' MAY KENNEllY, ii/kiLl W\RGI\RET M. dec.aood.
~S~1I1I'n--h------"-- -.-.. ----___
___.~ -_-.0.___- _ ____...._.. __
--. ----.--____4..._____. _.__. _ _._
.- -..-----. ----
---_'____.m_
Farmers Trust Company check j nl] account No. 5-69437
Cumberland Valley SavinlJs ilnd Loan lissociation Certificate of
Deposit No. 6701307 plus interest to c1ate of death
Cumberland Valley Savin<Js and Loan Association Certificate of
Deposit No. 6701723
Cumberland Valley Savings and Loan Association Savings Account
No. 164689 plus interest to date of death
Cumberland Valley Savings ul1d Loan Association Savings Account
No. 135101 plus interest to date of death
Balance distribution Estate of Clarence M.
Smith
~~l{,xk
Total
60,388 71
10,000 00
2,390 79
2,343 38
ltiXXi](1Rlt
I 429 70
175,611 57
I
I
I
J__
"
58 99
.,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUi>lBERLAND
n:
__W.iJlianL J'.._J\";'l)llcdy
being duly ... _swoEI~. ...
_. according 10 I.w, dopa'.' dnd s.ys th.t he JS..J:hc Ex_c_~IJ.!:Qr.. .___
f h E 01 ~Iilt'gar:et May Kenncdy ra/k/a Margan-
o t c ,t"t. ___
S...-.Ui--'--.-. .
lam'eJ.of..'.t.he .l3ot'ough of Carlisle C b I dC ty P d d dth th
.., um or an eun 0 a" .e.... an at.
within is an iny.ntory mad. by William 1-'.. KUl1Iwdy .._ ... ______, tho s.id_Exe.clltQJ:
of the entire ostato of said decedent, consi,ting of .11 the person.1 properly and r..1 oltate, exe.pt roal ost.to outside
Iho Commonwealth of Ponnsyly..i., and th.t the figur., oppo,it. ..eh it.m of tho Inventory r.pre..nt it'. fair valu.
os of the date of decodent's de.th,
Sworn to
and subscribed before me,
~9.~~...*
W. ll' .Exuuhr d- Administrator . .
J, lam F. Kenne y
30 "G" Street
Carl-i-slc,-~nnsyl-vani-a -r10lJ
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liv! I';~y PI;::! 1::
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r
I
Addr",
D.t. of De.th ....._. m.. _ 3 Q
O'Y
_.. .... J :1Il uar.y
t.'.)nth
1980
Y..r
INSTRUCTIONS
I. An inyentory mu,t be filed within three monlh, "flcr appointment of personal r.p,.sentative.
2. A supplement inyentory mu,t be filed within thirty days of discoyery of addition.lassets.
3. Additional sheets may be attached a, to personalty er reolty
4. See Article IV, Fiduciarie. Act of 1949.
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COMMONWEALTH OF PENNSYLVANIA
55. :
COUNTY OF CUMBERLAND
)
WILLIAM F. KENNEDY, the Accountant above named, being duly
sworn according to law, deposes and says that the above Account as it
stands stated and settled is just and true, both as to the charge
and discharge thereof.
., I -
) i/.
/ . ,.h(~(-<e , ,
William F. Kennedy
Sworn to and subscribed before me
~~:,~~)~~y of September, 1980.
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