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Home My WebLink About80-00369 ",', .,~' , ., ....~ , >t , . I':il ~ !Xl U) ~ cUl fA g H .t!l .~ .~ ,. 0 . .I ~ ): I:) -.,: . 0 tit ...... ~. " Ie .. \0 L.::I .,. No. :21.80 , ,I t' r~. ~-;~ ~)', :. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY W. DORSEY SMITH in the Estate of _..._______.______.___.. u__ , deceased, Rarold B McLane, De-euty To Pfi"ffNJf'f!t./!f.flPflrf5l::trl, Register of Wills for the County of Cumberland, in the Commonweolth of Pennsylvania, IS Petitioner(s) 1::# the execuLor________ named in the Lost Will and Testament of W. Dorsey Smith .___________ doted .July 28, 1978 Decedent was 0 citizen of the United States and 0 resident of 1 pft1r#Y. fJ Borough, Cumberland County, Commonwealth Carlisle of Pennsylvania, Decedent died on - A. 0, 19-8-2-, in the County of Pennsylvania Wednesday--_ the __ 30th Cuml;Jerland day oL Jan.uary__, State of at the age of has A#J Decedent MeN /r/.rfit been married and has not had children since the execution of the above described Will. Decedent was possessed of personal property to the value of $5,000.00 77 years, born to /~r~ and of real estate to the volue of $34,000.00 os near os can be ascertained; said real 25 East 10uther street, Carlisle, Fa. estate situated as fallows ~'/JfJN / Therefore, your petitianer(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon, Dated April 28 , 1980 ./~ Nome and addr~ , of Petitioner(s) Dorseyl ichard Smith 3 She ood Drive Mechanicsburg, Pennsylvania 17055 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND DORSEY RICHARD SMITH named in above application, being duly say(s) that the statements set forth his sworn according to low in this petition ore true to the best of Sworn and subscribed before ~~i-;: 1980 · /l'/.t iJI'f/.j~ -iiJiiRegister Harold B. McLane, Deputy ~'1b Filed; oU-l'tJ- 36 June 3 , 1980 Attorney: l.,eorge j" stuart '~.' ff Charles D. Daugherty ~ . .~ .... ,t. ';, eJ , .. , LAST WILL AND TESTAMENT I, W. DORSEY SMITH, of Carlisle, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Teslancnt, hereby revoking and making void any and all wills by me at any time heretofore made. FIRST. I direct all my just debts and funeral expenses, including all inheritance taxes that may be assessed against my Estate, be fully paid and satisfied out of my estate by Executor hereinafter named as soon as conveniently may be done after my decease. SECOND. My wife, Velma Smith, shall have the right to occupy my real property known as 25 East Louther Street, Carlisle, Pennsylvania, as long as she desires to occupy the same and she is to have any income received from the property at 25 East Louther Street, Crrlisle, pennsyl- vania, for her use whether she lives there or not for and during the term of her natural life provided she survives me and is living with me at the time of my death, and provided she pays the taxes, fire insurance and maintains the property in reasonable repair. At the death of my said wife, I give, devise and bequeath the real property known as 25 East Louther Street, Carlisle, Pennsylvania, to my son, Dorsey Richard Smith, if living, otherwise to said son's wife, F. Kathleen Smith. And, if my said wife should predecease me or is not living with me at the time of my death, then in either of those events, I give, devise and bequeath the real property known as 25 East Louther Street, Carlisle, Pennsylvania, to my son, Dorsey Richard Smith, if livi:,g, otherwise to said son's \~i.fe, F. Kathleen Smith. THIRD. My wife, Velma Smith, is to have the monthly installment payments from contracts 0', my properties k'lO\~n as 307, 309 and 331 North East Streets, Carlisle, Peunsylvania, for her llse during the term of her natural life provided she survives me a!ld is living with me at the , ...,f1,< - ". ...., , ;.,'.. time of my death. And at her death, 1 give, devise aad bequeath the balance of said mcH1thly installment payments, if any, to my I t.oII!!Me daughters, TJ "i, Barbara McClain and ~ Dr my surviving daughters or daughter. And, if my said wife should predecease me or is not living with me at the time'of my death, then in either of those events, I gi.ve, devise and bequeath the monthly installment payments from contracts on my propaties known as 307, 309 and 331 North East Streets, Carlisle, Pennsylvania, to my J II daughters, , ~" , Barbara McCla in and - / ./:" I (') a;.,l,.-~\...I\- t A.-.L: c;vu.j 1:'_ ~''':'- _-R_ --;.. __-r , or to .Y...-_A..r- my surviving daughter" Dr I:7, 6J '/') ~0~p~vlL 11; c: ct.' !;.{p..{.:c.'- daughte_. FOURTH. I authorize and direct my personal representative hereinafter named to convert all the lEst, residue and remainder of my estate, real and personal, whatsoever and wherever situate, into cash at either public or private sie~ sales at the best price or prices obtainable in his discretion, and I give, devise and bequeath the proceeds / ~~'<.-' therefrom to my !hfT~ daughters, ~l v_~, Barbara McClain and ~~~r1a nr;:g' ~ellr" equal shares, share and share alike, or to my surviving / u daughter. I ~. -<- c/...."" ",:c.. ~ /\''t.. -f-1 L e c''- , ~__ () C(- - ~ _./ /- - --_.- cO (~/ ....)-~~~._ (.l. ,-.-'--. J.:..- Jlf4 , in LASTLY, I nominate, constitute and appoint my son, Dorsey Richard Smith, Executor, of this my Last Will and Testament. In the event my said son should predecease me, resigi1, renounce, be unable to serve for any reason, or die before my estate is fully administered, then in any of those events, I nominae, constitute and appoint my daughter- in-law, F. Kathleen Smith, successor Executrix, of this my Last Will and Testament. My personal renresentative sha 11 'lot be required to give bond i<1 any juri.sdiction; and I direct that my personal representative retain George B. Stuart, Esquire, as the attorney in the settlement of my estate due to his familiarity wi th my affairs and business. , , OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I This..... ........................".. ............., ................ ......... day of...,......,.. ..Ap.r.ll...." ........""........"" ....... A.D., 19,a,Q.... Harold B. McLane. Deputy before me J>.ANalrUiI!II.J.JJUrI. Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ...............~.~.~~.~~..~~....~~~.~~...~~.~.,~.~~.~..)\:.!...f.~. ~'E.'?~.I?.1;!}.. ,... .... .... ........................" ......................,....... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of .........~~. ..!?~~.~.~y....~~.!~~...................,....., ......." ........... .......... Dated ..J~.b:...~~.....;I...~.7.IL....... late of .....Mll;l;'l.t!?l~.........,...............,.....................,....... ...... .........,.. ........ ... Cumberland County Pa.. deceased who being duly ..........!!!9.!n:P.:..................... according to law, depose and say. that ......the;y:..we:a:e.............. present. and saw and heard the testa...~.~~......................., ........Ji~....~!?*.l,l.!'!y.J!mt!;h................................ sign. seal. publish, pronounce and declare the said instrument of writing as and for h.ls........... Testament and Last Will, and at the time of so doing ...........~.~.................................was of sound and disposing mind memory and understanding, to the best of ....~~.~.~!................................knowledge, observation and belief. hdi ..m ...m ......:..~/.,~.~l.....r.:;....."i.~.~!~.....e.~ ~,.'............... .........................~.~~~........... and subscribed before .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I ................................. .................~.~7.~.~.r...~~~.~~~.~..~~~~.~..............................................................being duly ................................lil.W!?r.n..... says that as nearly as can be ascertained the said decedent .......................... .......................R.....UQ;I;.s.~y...Smt.j;h.....................,.............................. .....................................................died on ...........~!'!~.I:\~~.~~y................ the ............~9.t;h...........day of ........JlJ1.1.\.IlJx,y,............................. A.D.. 19.80.., at or about ................~.~.:<...............:.... o'clock, ~'...M. ...............................S~P.*.I:\.........and subscribed this / ';' ") ................................................ day of ......~p.!;t.......L.u..,... ~ ! 19, ......... before ~of/JH)~C.......m............. Herold B. McLane. Deputy! ..~~~............. 1'1'''1 ~~'4 .~. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Deputy Before me, the/Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally cume ....J?~'E.~~y...~,~.~!}!;I.!~...~1I.I.t~!}................................................... who, being duly ..........~,~?7.~......., do ~,~...... depose and say that as...........~~~~~~~.7................................... of the last Will and Testament of .............~,~...!?~,~~~y....~~;.~,~.........................................................deceased ........g..~............ will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. .....~~.'?~~............ and subscribed before me. ..............~!?7.~.~....................""....... A. D" 19~~........ Q. .. . ....~r::'..Q.~""'=........................ .,." frl I NNt;)'pr1eJister Harold B~ McLane, Deputy! .................................................................................. :-d oi : '" al, :~ :", Ol :", \""'If :'" ~~ u.. .... al 0 ~r :jt: O'ti 104: ..-: \0: -I 1:: 0 OJ ....: lIIi 0 rl~ I: -I !Xl C!> 0: ~~ - ad - M al: - .~ .: I: ~ 12! ::: u: ~! .-4: I:l ~! Nl 0: .~ t:li 'tl .Q ~ .: '" 0: 00 ~: 'E ....: . 0 N: - <> N., .8 ~ :Il=: ~ ~ 1 ~ 'tl - I:l ~ .~ r::I al ~ DECREE Be it remembered that on the ........~::.~.......... day of ..............J.LII~::........................., A. D., 19 ~.Q..., there was probated and recorded the last Will and Testament of ...w....DoI:se~..Smith....................................... late of .....g.~?:.~.;~.!~.,................................................... Cumberland County, Pennsylvania, Deceased. Letters .........';I;'~.~~~.I!!!':~~~!Y................... were granted to ........!?~~~.~y....~~~.~!..~...~.I!!~.~.~....... ...... ........................ Witness my hand and official seal the day and year aforesaid. , )7 ! /) '--) . .......//.lt~~~:/iiJ;J;1ir:/;';: M~~oIaXB~}~~Kn~yX~~tt~y Mary C. Lewl.S . - RCC4:J:J t4-731 COMMONWEAL HI OF PENNSYLVANIA DEPARHlENT OF REVENUE BUREAU OF COUNTY COLLECTIONS cl/- .9 RESIDENT DECEDENT COUNTY OF Cumberland ... .. .__.--- IMPORTANT, ...- - .-..- Thil' retufII must be completed ill dell111ltnd n led in dUllliclIte, with nil attllched, with the Register of Wills of the Counly whl're decedent resiLled, ItelUrn is dlle withinlline months nflcr ,Jate or de nth. unless 11Il cxtcmdon iN grlll1tcd hy till' !okcu'lllr)' of RC\lcl1\1c. (Scl:tiun103 uf Ihe Inherltllnce nnd Estate Tux Act or 1961.) - - .--_. I~ TIlE MATTERllF '1'111'. ESTATI\ OF w. DORSEY SMITH } ,II'I'ITlAVITOI' I,XFClITllI\ XIXIlI~mm~l\ .. .'---'-y;,Tf"Tr-~ULI. NAMl'. OF DECEDENTI La'. of ,_..Qarl,j"s-l.!L--,------- \1010 of __PennE!y:l vania__ County Ca,n'y of _.Q.Y.!I!b~rl!l!ld } .., Dorsey Richard Smith Executor Decedent dil'd of Iho Oslolo of the aboyo-nomod decedent being duly Iworn, depo..S and 101S January :30 ll)~{loltote leoylng a 10lt will, eopy of whleh 11 hereto attached, } (MONTHI (DAY) (YEAR) ~~t1le Nom' ,nd ,dd,,,. ,I aU''''r'' } Charles D. Daugherty, Esquire a.h"aUlha""d..,,,.an""" "wham 129 South Hanover Street, Carlisle, Pennsylvania 170l) 011 correspondenco $hould 'n ,. .;Ied, lWCI"lI;lC~" Thut as sllch_~~ecutor deponent is familiar with the affairs of said estate und the properlY constituting I f.. X l3.CIJ TO R- ADMIN I ST R A TO Rl the ass..:ls lhcn:nf anllllu.:ir fair market value. That at the Lime.: {If death there was no safe deposit box registered in decedent's individual nnme, or jointly with, or itS ugclll or Jcputy uf another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception (Jf the following: - . NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A s...FE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF REL.ATIONSHIP OF JOINT HOL.DERS TO DECEDENT -nON~ That the contents of said safe deposit box or boxes are itemized under Schedules \\'ith the exceptiun.of the following, for the reasons hereinafter set forth: of thiB return, That Schedule A attached herelO and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania or which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, datc, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therdnrc the assessed valuation uf each of said parcels, the estimated market value thereof as of datc of death of decedcnl. That Schedule B alwched hereto and made part hereof sets forth fully and in detail all personal property wheresovcr situated owned by the decedent at the time of death; atl moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings hanks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all honds, postal savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de~ cedent; all obligatiuns, whether by statllh~ or agreement they arc designated as tax free, of the United States, or allY state, or political subdivision thereof, or of any foreign country, which are owneli at the time of dealh; a:: .,........li,lg .tPlldl'c1. jC,\\chy, silverware, pictures, books, works of art, household furniture, horses, carriages, autol1lohiles, boats, and uny and all other personal chattels of whatsoever. kind or nature, Icft by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of an claims due and owing decedent at the time of de:\lh, and all promissory notes or other instruments in writing for the paymcnt tlf money of which decedent dicd possessed, of whatsoever nature, with interest thereon, if any. giving the fal:c valuc and estimated fair market value thereof, nnd if such estimated fair.market value he less than the face value, il sets furtlt hridly lite rca!>uns for such depreciation as tn each item; all moneys pilyahte to the estatc from life insurance policies c.Hried by decedent; all annuity and endowment contracts the proc\:cds of which w~r payable upon Ihe death of the decedent; all and the corporate ~tocks and dividends due thercon and ullpaid us of the date of death, hnnds and accrued interest thereon to the date of decedent's death and othcr jll\'eslmcnl SCCI", ;lics owned hy the decedent at the. time of death, with the market \'Blue there- of at such liml'. In tht! CAse or soclIrlt1es or clOSI! or l'/llntly carpol'ill,Jons, t.llf! v/dllf~s rl!f1ortnd /lrf! ilK f'lIr us possible substflllttutell b30' !'lnnllcinl stlltetllents of' t.he cfll'porlltlnlls, sllowlll.ll; the IISS1~t.S Itn<l Ilnhll11,ios thereof /\s or tile dnte of' IICflth. The schectulo 111so setA f'orth tho tntornst. of' It(!f:eltf'llt fit t.he 1.1/ll1! or death in nny co-pnrtnership or business, fUlIl in support 01' the vullll'! nl' slIcll Inl.l~rcst thel'I! Is IlIllWXf!fl to said schedule, f1nnnclal statements showing the nssnls IU1f1 Ilnblll t.lns of' slIhl cn-pnrUl(trshlp or lmstlloss. A cop~' or th(l co-partnership ap;rcemenl, (lr ornl, u stntf!lllont !it~t.t1t1g forth thp. Illllurf! of' tli" lIg;rf!Cmflnt) together with a stlltmncnt. set.t1n,ll; l~orth tilt! chu.rncter of' t.lm hllSlw'ss, Its IOl'UtlllTl, IIml snell othp.r f'/lets ~'ertalnll1g to the husiness liS nw.y he Iwrtlnent III n t'ntr IIllll .lust. IlpprlllHlll of' thl' dl'(~f1ftcnl's,lnI.Orl!sl therein must be suhmlttorl. It should also set forth In Itemized form, lnw'UIt:>f willi thl' f'nlr mnrklH vnlur! thereof, any other propert)' owned or bO'lllcntllefl by tJJ(..' deceftent III t.hp time 0(' dfl/tt.II. The Schedule C !\ltRched hereto lInel mlu1e IllI.rt hereof sot.s rorlll /\ tr'w! /U1SWOI' to eneh hlflulry contained therein and 1n the case or transrers orpl'operty, renl or personal, wlt.hln two yellrs or docedontt s death, in contemplation of decedent's rieath, or intended to ll1kl! P.r('ect in possession or enjoyment at or after death, said schedule sets forth the nature and vnlue of such property, t.o whom trllnsrerred, the relationship of the transferees to the decertcnL, the proportionate s}l/lrC received h)' ellcll trnnsreree and all other facts of a pertinent nature regnrdin~ sairl trnnsfers. In t.he CflSI~ or trntlsfers intended to tak~ effect in possession or enJoyment at or arter rtenth, there is also nttllchecl to tile schedule n COllY of the deed, trust agreement or other instrument creating the trust. Thern is also set forth in said s'chedule a list of nIl property, real and personal, with its value, which pu~sps nt decerlent's rlenth hy virtue of the exercise by decedent, either individually, or,10intly with anothel', or nn~' power of uppoint... ment vested in decedent, .either individ~lally or jointly, by the will, deed, or ot.hor l.nstrllment or another, with a ~opy of the instr.ument creating such power attached to the schertllle. That Schedule 0 attached hereto and made pnrt hereof sets f'orth the nnmes and adrtresscs of nIl persons beneficially interested in this estate at the time or decerlent' 5 (lellth, the nature or their res- pective interests, their relationship, if any, to the rlecedent, together with the ages nt the time of decedent's death of all minors, annuitants and benefictnries for life unrlcr rlecedentts Will. It also contains a statement showing which of the beneficiaries named in the, rlecedent.' S will, if any, rHed prior to decedent, the dates of their rlenth, their issue, Mrl the relationship or such isslle to the beneficiary. That S,/1edu!e c attached hereto and made El part hereof sels forth /lll property, real nnrt per- sonal, owned by the decedent jointly with another or ot.hers, including Intanp;ihle, standing in the name of the decedent and others, plus the date and place of record of instruments errectlng the vestiture or real estate and the date of acquisition of llersonnlty, plus the name, nddress and relnUonship, ir any, of co-owners to the deceden t. That Sc/1edule F attached hereto and made a part hereof sets forth fully und in detnll all rtehts and deductions claimed for and on behalf of this decedentt s estnte, inclmHng f'\loeral expenses pnid; family exemption, where applicable; costs of administ.ration of tills estate; counsel fees nnd f'urlicl.nry' 5 conunissions paid or to be paid; cost expended for burial trusts, tombstones or gr/lvemnrkf'!rs, and reli- gious services, in consequence of the death or the decedent; debt.s nnel cl aims owing nnd Impllid at time of death; taxes accrued chargeable for period prior to decedent's death (except. those flllowed under Section 651 of the Inheritance and Esta.te Tax Act); together wit.h fl stlltement or collnt.ernl pledgert for obliga- tions, if IIny. It is agreed that the fiduciary will present proof of sutd claimed ohUgHtions upon re- quest, t.hat if the amount actually paid in settlement of /lny fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the lleg.tster of' Wl11s, and that the amount of ta,.; assessed Clm be reassessed in nccordunce therewl tho That t.he- totals of the nppropriate columns in Schertnles "A", nil", "en, "E", nncl "F" ns clireelerl therein, ha.ve been carried forward and properly registered in the Sllmmflry. ~OBfRl'\ L MM1CH, ~lOf:',r:l' rU[iUC CAflW:LF rmi7'<], Cli~~r1r..',!J,~m CnliNT'( MY COMMIS~IOJi W'iRE ",e. ::. 183 Ml1mtM:r, Pl!nn5Vlv~ma As.clImt.( '.jt.Hle~. Non:: Berore stgn1np; nrfli'lnvit. mnK'C sllre nIl hlllTlk spltces in till"! IlI'rtd/wit lIud schedules lume,.;ed lire filled tn with detuils or the worcl "SQnell, Ilnrt 'In CIlSt~ t.he ItSS('t.s tncImte l'llre nnd unlisted securities, sp.Cllri ties of close or f'nmtly corporations or nn Intf'!rest In nn~' (:n-pllrtllersll1p or lHlShlt~ss, thnt the datn anrt stfltemf"!nts required under the }lllrflp;rnph nho\'p re-lllt-inl; to Schec1ull' lInll 1I1'1~ IlttacllH(t. ,\Iso mflkc c(~rtnln thnt column #1 in the "Sunrnllry" hIlS hl!en pr{)Jlf~rIy eompletC'ft ns nllove-d1rf!cteft. o,11~---- .. ..J......S.................9Q.4..Dr.iv.e..................................................... (Street Number) ..Me~ll.~~?~:I:l':lE!!i.'..F.'El~'3.l~YliT.l.~li..!.?O 55 (City or Town I1nd State) .r~ Subscribed and sworn to before me this ..2.i...:.............. .............. .................... . day of. &/:;/."'111',11 .. .. 19...~1. /J j~ "}/}1 I,;: ............ ... . :::tt:C<t Ul ( tJ... . h . tl It e..) .. SUMMARY (1) (2) ~ (As Beporl,"') (As Delerll1irll'd) Q . -<~ 49,612.67 ~ .. Real Property .' . ....(Seh. "A") $ $ .=. = ,,,. ..".."... '1r~ S Personal Propcrty ..(Sch, "B") $ J ,1.2.9. 90 $ .- ... ::t S~- '00.0 Transfcrs (Seh, "C") $ -0- " S u " ~ 0: :;u'2 $ .. $ --1:: ejgg, $.. .... $ gS&j ...........,.... Gross Tnxable Estnte ' $ ...5?7lj..2...57.. $. ., ,. l- '0 ~ Z ~ iii ,~ !l ::; :~ ..l :0< u < iii ~ '" '" ~ - .,. -< ..-. " llii ~ IJ. :>:: '2 "" ~ 0 ~. ~ " "" ~ z; .:: '" ..-. '" -< ~ :c W :is <l: ~. iii l- I-< (I), ~' t2 ~ Q S ,; ~ .,. '" of, ~ z t:: 0 I-< >-t ~. liI 00( Z Vl l%l ~ ~ tx. W (I), Ii! ~ ~ ~ 0 Ix: ::> 0 = ~ 8 <l: U. 0 0 u. "" '" iii ~ ~ ~ i: . ~ ~ llii :;: 0 c ~ ..-. ~ 0 'S ;;: 0 ~' ~ = 's ~ :...- "0 is ::::"'f. ..:l u U ..n ;::;'-:1: C, I.!.' ,:..(\.. ,-.' N '-~~ ~ ,.J vP W 0... .U ~. %0 .-r.Z L1_o_. \Q '~< C): N ~I.. -' 6".. "" "'''' LULl.) ,"w O~.,~ ~ '00 o:~ ~I: C<.::J W13 "'w - .....0:: EO -' 0:: .., AEV-.U I!X+ (MOl INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0369 H. Dorsey Smith o Original o Supplemental o Remainder File Number Estate Name Date of Death 1-30-80 Social Security Number REPORT OF INHERITANCE TAX APPRAISER I, tho und.rllgn.d duly appointed Inheritance Tax Appraiser in and lor the County of Cumberland Pennsylvania, do rllpectfully report that I have appraised the real and porsonal property as reported In the loregoing return at the values let forth opposite each item in the last column to the right in Schedules ClA", liB", "e", and IfE" Dated: M"1"~h10, 19R1 /f/;,o/of/JJ-If/ni"H'/) INHERITANCE TAX APPRAISER INVENTO RY VALUE AS APPRAISEa CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Rool Proporty (Schodulo A) Personal Property (Schedule B) Jolnt.Hold Proporty (Schodulo E) Tran.fe" (Schedule C) $ lot oat none none 20t 30t TOTAL GROSS ASSETS 'ia,.1!iz ...5L Leu D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Life estate o Annuity 40- RATE FACTOR PRINCIPLE VALUE CODE J FOR USE OF REGISTER ONLY Tax an $ CODE COMPUTATION OF TAX $ $ $ $ $ 6% Tax an $ 15% Tax an $ Tax an $ Tax on $ Exemptions Total Estate $ $ $ TOTAl.. TAX INTEREST FROM BALANCE TO Less Credits DATE OF PAYMENT AMOUNT PAID TAX CREDIT $ $ INTEREST FROM BALANCE DUE SZt 93- I [ , ! I' I u REV.0457 (1.eo) C~MMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEOENT INHERITANCE TAX APPRAISEMENT * - Estate of W. Dorsev Smith File No. 21-80-0369 County Cumberland Date of Death 1-30-80 In thl aVlnt that any future Intlrr,lt In thl.8ltate I, transferred In pOlSOlBlon or enjoyment to collateral heirs of the decedent aftllr the 8Kplratlon of any esteto for IIf8 or for vear., the Commonwealth hereby uprosslv resorves Iho tight to ftlJpraiso And AISflSllransfor Inharllancf! tans at the lawful coUaterel ratf! on Iny Juch future JnterD't. PROPERTY REPORTEO BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 4 612.6 3,129.90 none 1. TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "8" 3. TOTAL rRANSFERS - SCHEDULE "C" . . . . 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "e" none TOTAL REPORTED PROPERTY 52,742.57 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY none TOTAL GROSS ASSETS 52,742.57 LIFE ESTATE OR ANNUITY CALCULATION - I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. Vh'./J /'7't'/"h,,)) APPRAISER 3-19-81 DATE t"' ~ " n ~ trl ~ ~ .. 0 0 CIl Z Cl n ~ " ~ Z ~ Z t"' trl trl ~ ~ 9 9 t"' Z Z trl ..., trl ..., P ..., -< trl .. 9 CIl ~ Z 0 CIl 0 9 "l "l ~ ~ 0 "l .. "l C'l :;:: 0 .. III Z n '1 - '" ~ C'l i-' t:J > ~ ...., ~ c ,... 0 l"" 5- t/l '1 ~ i-' t/l ro ro ro CIl '1 '< trl i-' t:l t:l 0 '" III "" [j' :>> Z .. 0. ,... ~ ~ ~ c<- O' ..... d I - S' b - .'3/0 q DEDUCTIONS AL.LOWED IN Form RCC.10 O'FICE: 0,. TM" REGIBTER 01" WILLe STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ...... . . .. I 951 t? /j?tJ O^T~,0~^.."OVEO 'j0:b~~/j(t/ ___, :tLA. _6"--:--,,. ~ Regilt II' Willi, III 0' Cumberland cou NTY AND AGENT 01" THE COMMONWI"LTH ESTATE OF W. DORSEY SMITH 3./tJ-,r; L.ATIi Of" Carlisle January 10. 1980 DATE OF FILING APPRA1S'iMINT DATli 01" DEATH OATI!: NO. 0' NAMIL 0" PAYEE REMARK. AMOUNT VOUCHIiIll 1 Cumberland Law Journal Legal Advertising 18 00 2 Cumberland Publishers, Inc. Legal Advertising ) Carlisle Memorial Service 4 i h Haulin Dorse Smith Reimbursemen - 6 Velma Smith Reimbursement-G 7 Velma Smith Reimbursement-Dr. Davis 8 Velma Smith Reimbursement-Hospital Bil 171 T Be aida Dorsey Smith Reimbursement-Funeral Bill 2,168 10 Dorsey Smith Executor's Fee 2,)00 00 Charles D. Daugherty, Esq. Attorney for Executor 2,000 00 Family Exemption 2,000 00 Reserve for future expenses 13"10 /po COMMONWEAL.TH OF PENNSYL.VANIA COUNTY OF Cumberland I. DORSEY RICHARD SMITH }.., NY KNOWLEDGE AND .ILII.... THI 'OIUlaOINQ II A JUIT AND TAU I erATIMINT 0" DIITI. AOMINI.T.ATION .U8MITTI0 TO THI IOTATI 0' W. DORSEY SMITH INHIRITANCE TAX ~UAPO.I'. HI""'" CIRTIn', THAT. TO THI lIlT 0' f1'UNlftAL a.-IN'" AND IXfllNIU 0'" DIClAeIQ, ...1 DIDucTIONI "0,," (L. '.1 IWORN AND IU'le"l_aD 1&1"0111 N~ THII 11- DAY Of' INFORMATION To insure proper credit to your account, thA nRme of the estate nnd file number should be clearly print. ed on the check or money order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 19S1 172 P.5. ! 2485.7081. To the extent that inheritance tax is paid within throe (3) months after the death of the decedent, a discount of fiye 15) percent is allowed {72 P.5. !i 2'185.7161. Inheritance Tax. other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nino (9) months after the decedent's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. fi 2485.712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ------------ -------- - ---------- -- - ---- -------.~- - - --- ---- -- ------ -- -- - - - -- -- 1 month .005 4 months .020 7 months ,035 10 months ,050 2 months .010 5 months .025 8 months .040 11 months ,055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 days .00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days ,00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .002S4 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days ,00318 29 days ,00488 10 days .00169 20 days .00335 30 days .00500 --------------------- ---- ----- - -- ---- ---- ------.----- - - - --------- ---...-.. Any party in interest. incruding the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.5. !i 2485-'001). Make check or money order payable to: OORegister of Wills, AgentOO Mail to the address listed below: I t. , " .:" L.' L:: " u~.I. ',.j"'" ,:;('.': \..I.::..: 0'.... a;V : 0;:;' UD".' ~o.: .-. >" '. j) . -< :c.~ ~ 1:? 1., ~':i i4Z o -H :>< to 0-- E-l H'i) Z>CT\ ::>H 1 000 o CD 81 o P':.-\ ~ ~C\J - ~ 0 ,ClO. P:: 0 1',1. ::<; [9Ul 1"" Z;fil 8 ;j~ "'8 P<.. po: Ul o ofcl ~~ c.') ::> -DO ~~ cr: u E-<O H P1 Po ,::-.:: Z {/}rrl<: :r.f~ :><8<Y. 1'1 1'1 {f!!>.. iQ ~O~ 8r'18 8 ...~ -< ~"HI"lH ." . ,- ~".. "'... ..(1)< DOH:> fil ,Cll-l 1',1 Ul p:: >, f-i<< VI <:[1)0",:, 8 (J :2': (I) frJ Pr-. ~li rrl00 p" 'Q'O' Cl 1 Q:I >1I'tJ.c . H1!~..L..,d:::. .. 0 0 "" ~~ i~ W1Q) . . 'C.o:-.. CJ C Q) J: C fll ~ ....- 0 3: . c'5 0.. 'i 5 :e e aiC:;S u .. Q.J: u~ <(I~~ g~' _ 3:;' Dc ~ dl J .... ~ C u.c q v' l'G c'- -." '" · ki1- " "" -" . "J . _.. '-1'30 ~. '0 ~O lit,,: '. G'I tU d).....::I r .a c - 0 "'.. 11_:1 (;) E-' r:' .-, o ~) ~) <-; ,~ c. E' E< ~.l '.-' b: ~~. ,. p' ~_I 2;; '. ~0 ;.;:; '.J ~ :J ",' c. ~?.,.- ~ ". 'r: E' I--l 1-1 <'; ::1 r:.. t8 f-i 0 r~ h 0:: '.-... i::: _; ," ..:.::;' ~~ j:; ... " u ~ ? U .c u " ~ \,', V) .". " o c" ::2 D rl "': ~': ....~ E-' (I) e:: H 1'. ::-~ I" {j) <=Y. 8 ~) ..... - ...... "...J .~ " <:) 0 c.j .~ ..... '-. ~s cS -, ~~ c.l ~ 1: "V " :.- .r.: ..- ~~' -. ,~-, CJ .8 C) ,....,.r:; c:l j.~ l") .~: 0 ".. ;~ = ~ n . ~ ,., rl .'~ ~ ~-- III ~ ... ..... .... '... .: !Xl < ~~3~ ~~ n ~. \h g 5) . ~ rn rl ,-, ~ 1,.1 -::: " . ~ < Z ~. ;.;.~w~: ~n~ J~ ,J :'-: ~ ~ ~ ~ g ~ ". ~ -~ ~:3 ~"\ ~ ~ ~ ~ ;;: (J L. ~ . r4 < AJ :.; t; 0 :: tJ ,~ ,~:"J 9J';j ,.; .-. '- ",; PRINCIPAL ACCOUNT - REALTY The Accountant charges himself with the following receipts: 1. 25 East Louthcr street, Carlisle, PClmsylvania Sold on Sales Agreement May 1, 1981 for $40,000,00 Installment Sales Contract $J2.000.00 Cash received to Income Account $8,000.00 2. JJ4 North East street, Carlisle, Pennsylvania Principal due on Installment Sales Agreement with Richard L. Evans $40,000.00 Total Principal Account - Realty 9.612.67 $49,612.67 PRINCIPAL ACCOUNT - PERSONALTY The Accountant charges himself with the following receipts: l. 1954 Buick automobile $ 1,000.00 2. 1974 Maverick automobile 1,200.00 3. Carpentry hand and small power tools 679.90 4. Personal effects - clothes and furniture 250.00 Total Principal Account - Personalty $ 3,129.90 - 2 - L1BER 99 PAGE 823 PRINCIP^L ^CCOUNT - DISBURSEMEN~ The ^ccountant has made the following disbursements I Distributions in kindl 1. Installment Sales Contract for real property at 25 East Louther street, Carlisle, Pa, 2. Installment Sales Contract for real property at 334 East North Street, Carlisle, Pa, 3. Personal effects Other disbursementsl 10/16/80 10/17/80 11106180 12/12/80 02/17/81 02/17/81 02/25/8l 02/25181 02/25181 03/23181 05/01/81 05101/81 05/01/81 05/01/81 05/13181 05/19/81 05/19/81 Cumberland Law Journal - Legal Notices Cumberland Publishers - Legal Notices Carlisle Menorial Service Kathy Smith - Reimbursement for hauling trash Dorsey Smith - Reimbursement for Letters Testamentary Velma Smith - Reimbursement for garage rent (vehicle storage) Velma Smith - Reimbursement for medical bills (Dr. Davis) Velma Smith - Reimbursement - hospital bills Mary C. Lewis - Register of Wills Velma Smith - Reimbursement for doctor bill Real Estate Commission Mary C. Lewis - Register of Wills Dorsey Smith - Reimbursement for Funeral Expenses Charles D. Daugherty, Esquire - ^ttorney's Fee Mrs. W. B. Stuart - Garage Rent Charles D. Daugherty, Esquire - ^ttorney's Fee Dorsey RiChard Smith - Executor's Fee Total Principal Disbursements - 3 - L1BLR 99 PACE 824 $32,000.00 9,6l2.67 250.00 18.00 21. 50 49.00 25.00 37.00 256.00 75.00 171.00 1,000.00 46.00 2,800.00 1,724.78 2,168.10 1,000.00 24.00 500.00 500.00 $52,278.0') '. STATE OF PENNSYLVANIA ) : ss: COUNTY OF CUW~ERLAND ) Dorsey Richard Smith, being duly sworn according to law, deposes and says that the facts set forth in the foregoing First and Final Account are true and correct to the best of his knowledge, information and .;.S~vQ,l:n to and subscribed ..<.{~.~W~~"'l!Ie thi s /'ItIc. day .", \:)'Y ....: "::'" . .... r;fl::/~,','~+-'>' :,~~'~ I- ,1981. : N"i,' ,,'" Ofi ,t'" "I':': A ;J \. :,~\~~:.;:'.:~". ,:....',..:- ::~.::-A.-. 1a/t-~ "O;........\.:.,..",C"... ". .f ," '. MilelrA l. MARCH, NOTARY PUBLIC .....:' p . rA~lISltBOP.O, CUMBERLAND COIINTY " "Mi'tIiMMISSION EXPIHES OEC, 31. 1~83 'Mmb~l, Pill\:l~ilvania r\~:.onft:iOn (ll !;,.<.I[1t'5 UP,l~ 99 PAGE 825 LAST HILL AND TESTAMENT I, W. DORSEY SMITH, of Carlisle, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testrment, hereby revoking and making void any and all wills by me at any time heretofore made. FIRST. I direct all my just debts and funeral expenses, including all inheritance taxes that may be assessed against my Estate, be fully paid and satisfied out of my estate by Executor hereinafter named as soon as conveniently may be done after my decease. SECOND. My wife, Velln3 Smith, shall have the right to occupy my real property known as 25 East Louther Street, Carlisle, Pennsylvania, as long as she desires to occupy the same and she is to have any income received from the property at 25 East Louther Street, Cprlisle, Pennsyl- vania, for her use whether she lives there or not for and during the term of her natural life provided she survives me and is living with me at the time of my death, and provided she pays the taxes, fire insurance and maintains the property in reasonable repair, At the death of my said wife, I give, devise and bequeath the real property knOlm as 25 East Louther Street, Carlisle, Pennsylvania, to my son, Dorsey Richard Smith, if living, othe~yise to said son's wife, F. Kathleen Smith. And, if my said wife should predecease me or is not living with me at the time of my death, then in either of those events, I give, devise and bequeath the real property knotm as 25 East Louther Street, Carlisle, Pennsylvania, to my son, Dorsey Richard Smith, if livi~g, otherwise to said son's wife, F. Kathleen Smith. THIRD. My wife, Velma Smith, is to have the mOl1thly installment payr"ents from contracts 0, my prop:!rties ]('10\1n as 307, 309 a;1d 331 :,orth East Streets, Cilrlisle, Pe~'1sylvni1i.a, for her use' during the tt!rm of her natural life provided she 3urvi.v"s me a~ld is living \vith me at the ..- ., ,\ __~...___....n4'-''t.. ..~_ .,,;....~. ." , . ;.. '. _. ".UI:lI...."'.U....".",....' ...LI.........- time of my death. And at her death, I give. devise and bequeath the balance of said monthly installment payments. if any. to my I ~"Ualte daughters, ~ I'"''''=~. B.:1rbara NcCl:Ji.n and ~ or my surviving daughters or daughter. And. if my said \vife should pr(,d(!cease me or is not living with me at the time'Df my death, then in either Df thDse events, I give. devise and bequeath the mDnthly installment payments frDm contracts on my prop~ies known as 307, 309 and 33l North East Streets, Carlisle, Pennsylvania, to my lJ.!~ daughters...J...I'J.... .-4, Barbara NcClain and -~_" or to my survi.ving daughter~ or , \, ).,,\1 . ') daughte". ct~(.o'.:;0(.<..Q cvU;j _'Jl.,,,v<,-tt- i:-.,~."t.~1,.o'L 'h/~ t /!,,,,':?-c FOURTH. I authorize and direct my personal representativ2 hereinafter named to convert all therest, residue and remainder of my estate, real and personal, \v:,ats::>ever and wherever situate, into cash at either public or private sae~ sales at the best price or prices obtainable in his discretiDn, and I give, devise and bequeath the prDceeds I ~~'t..' th=refrom to my -.,e daughters, g~l-,c~, Barbara McClain and Vi~l1a ~~', in equal shnres. share and share alike. or to my surviving -1- )' '1-,"- "'Zc- "':C ~ 1(,,_ t 1 J. e <.,''- I- <. ~ ----- ....'l (..ll' l__ .~_-c.-- . ,"---- LASTLY, I nominate, c::>nstitute and appoillt my son, Dorsey Richard I ~ftt__~.~ daughter. Smith, Executor, of this my Last Will and Testament. In the event my said SDn ShDUld predecease me, reRign, renDunce, be unable to serve for any reasDn. or die befDre my estate is fully administered, then in any of those events. I no:ninae, cO:lstitute a,ld appoint my daughter in-law, F. Kathleen Smith, succeSSDr Executrix. of this my Last Will and Testament. My persDnal renresentati.ve shall 'lDt be required tD give bond in any jurisdi.cti.on; and I di.rect that my perso'1al representati.ve retain George B. Stuart, Esquire, o1S t'le att.:lrn:!y in t'1e settlement of my estate due to his familiarity wi.th my affairs a'ld business.