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LAST WILL AND TESTAMENT
OF
RICHARD H. SMITH
I, Richard H. Smith, a resident of Boiling Springs, County
of Cumberland and State of Pennsylvania, being of full age and
sound and disposing mind and memory, hereby make, publish and
declare this to be my Last Will and Testament, and I hereby
revoke any and all wills by me at any time heretofore made.
FIRST: I direct that all my just debts and funeral expenses
by first paid out of my estate.
SECOND: After the payment of my just debts and funeral
expenses, I give, devise and bequeath all of my said estate
to my children absolutely and in fee simple, in equal shares,
and if any of my children not be living at the time of my death
the share of any deceased child shall go to the issue per stirpes,
of said deceased child, but if there be no such issue living,
then the share of such child dying without issue shall be paid
to my issue, then living, per stirpes.
THIRD: I hereby nominate and aPPQint Farmers Trust Company,
to be the Executor of this my Last Will and Testament. I hereby
direct that my Executor shall not be required to give any bond
as such Executor.
IN WITNESS WHEREOF, I hereunto set my hand, and declare
the
foregoing instrument
Dated this ~J
to be my Last Will and Testament.
day
of August: 1974. ,;'tj
--;iLi-ti--l!ilj~~t-~, r (L.S.)
Page One of Two
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of AdrninislrnllDn In and for the Counly of
Cumberland, personally came Dennis C. Caverly, Senior VI' & TO l'armerH Trullt Cu.
who, being duly sworn
,do p~
depose and say that as Executor
of the last Will and Testament of
Richard H. Smith
deceased
he will well aad truly administer the goods and chattels, rights and c~70f said deccased according 10 law. And
also will diligently comply with the provisions of the law relating to Transfcr I 't1t~nce ,'wo - 1 _ d I bscrlbed before mc.
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August 13
A.D., 19J!L
Register
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DECREE
Be it rcmembercd that on thc
14th day of
August
80
.A.D.,19_, thcre was probated and
recordcd the last Will and Tcstamcnt of
South Middleton Twp.
Richnrd II. Smith
late of
. Cumbcrland County, Pennsylvania,
Deceased. Lctters Testamentary wcre grantcd 10
Witness my hand and official seal thc day and ycar aforcsaid.
I'nrnwrH Trust Company
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
-
-- ----~
*'
Estate of Richard H. Smith Dale of Dealh 7-29-80 File No. 21-80-529
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Relationship to Decedent
Claimant's Address
:
ITEM DATE NAME OF PAYEe REMARKS AMOUNT
NO.
1. 8-11-80 Exxon COT"noration Balance due ,:\,:\,/,;<:
2. 8-11-80 Atlantic Richfield Co. Balance due 171,,1.1,
3. 8-11-80 Montgomery Ward Co. Balance due ,1.11 I
I
4. 8-11-80 Phillips Petroleum Co. Balance due 4.0~ !
I
5. 8-11-80 Met-Ed Balance due 211.16 I
,
6. 8-111-80 Re<rister of Wills Letters Testament"-T'V and two short c ts. 2<: 00 I
7. 8-15-80 United Telephone Comnany Balance due 91.2, I
8. 8-1~-80 Not"-"MT fee 1,<:n
9. 8-18-80 John Heinze Rent 100.87
10. 8-18-80 J.C. Penney Company Balance due 18.98 !
!
11. 8-25-80 Register of WillB Short Certificates 3.00
12. 8-27-80 Carlisle Memorial Service Lettering marker , 46.00
n. 9-18-80 CarliBle Hosnital Balance due 2':\.8<:
14. 10-27-80 Hoffman-Roth Funeral Home Funeral eYnenBes 1 '61J.. 00
.
ReBerved:
Farmers Trust Comnan'U" Executor's fee ~,7. 90
Robert M. Fre~ Esnuire Attornev fee C:,7.90
"'< Moll ----..- Mn nn
-
I hereby certify that to the be~t ?f my knowle~~e and belief th;('~i TOTAL THIS PAGE I 3,397.64
a st and true statement of debts. funeral
expenses and expenses of administration subm.t,ed to the e~tytys de ucll or I 1 Itance Tax purposes.
VPU. G ) /O/.;l..7 /jo
SIGNATURE OF ATTORNEY/' +IOUCIARV f DATE
OFFI IAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S '- ~ S c;? t,~ AT
t
~f @ ~H~J
EGISTER at''' L
PE RCENT.
/i7../?,-Y/
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tomhstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decede~t who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief exr1anation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
RE V.4..IJ ( I-eO)
.COIlMONWEALTH OF PENNSYLVANIA
DEPARTIlENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
*
.
AFFIDAVIT OF
FIDUCIARY
(Instructions on Reverse Side)
Estate of Richard H. Smith
Last Address 103 3rd Street
Boiling Springs, Pa. 17007
Date of Death July 29. 1980
Social Security No. 172-01-8804
Bureau File No.
21-80-529
21-80-529
ICITY)
(STATEI
I ZIP)
County File No.
1. Decedent died:
( ) Intestat. (without a will)
(X) Testate (leaving a lost will--copy attached)
Is the filing of a Federal Estate Tax Return required for this estote?
Yes_ No X
2.
3. ( X)
Executor/Executrix
) Administrator! Administratrix
Nome Farmers Trust Company
Address P.O. Box 220, One West Hi,o;h Street
a~,...1; Rl P,
(CITY)
'PA
(STATEI
17n13
(ZIP)
4. All correspondence should be mailed to (
Attorn ey
( X) Fiduci ory.
5. If an attorney is representing the estate, indicate:
Nome Robert M. Frey, ESQuire
Address , South Hanover Street
Carlisle.
(CITY)
Pa.
t';TATEI
17011
IIIP)
List all safe deposit boxes registered in the decedent's individual name, or jointly with, or os on agent or deputy
of another, or in decedent's indiyidual name with right of access by another as agent or deputy. Include the nome
and address of the bonk or other institution where the safe deposit box is located, the name IS) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME AND ADDRESS Of BANK OR OTHER INSTITUTION
IN WHICH OECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN "'HicH
SAFE DEPOSIT BOX IS REGISTERED
RELA TIOHSHIP OF JOINT
HOLDERS TO DECEDENT
First NationaJ. Bank
Richard H. Smith
Newville Pa. 1 2 1
Under penalties of perjury, I declare that I hove examiped this reJdln, includ~ng accompanying schedules and
statements, and to the best of my knowledge and beVCf it is 11tie, ct 4& complete.
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~EV"'50 EX+ (3.80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*'
ITEM ESTIMATED DEPARTMENT
NO. DESCRIPTION MARKET VALUATION
VALUE (OFFICIAL USE
ONLYI
None
,
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TOTAL THIS PAGE .00 -0-
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(Instructions on Reverse Side)
ESTATE OF
Ri chR.m H.-5m1:l;h
.
. .
, REV0451 (l..aO)
'COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
-
(lnstructiuns on Rt'verse Sidel
Estate of Richard H. Smi th
ITEM
NO.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
ESTIMATED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE ONL YJ
UNIT
VALUE
1.
2.
3.
4.
5.
6.
7.
8.
9.
Personal Property (proceeds public sale)
1973 Buick Cen~, Sedan
Cash
Checking Account #4-38448, Farmers Trust Company
Savings Account #1-202085, Farmers Trust Company
Interest accrued to date of death on Item 5
Savings Account #1-151830, Cumberland Valley
Savings and Loan Assn.
IntereBt accrued to date of death on Item 7
Savings Certificate #002-05419, State Capital
Savings and Loan Assn.
Interest accrued to date of death on Item 9
Dauphin Deposit Trust Company, Christmas Club
First Federal SavingB and Loan, Christmas Club
Uncashed Travelers Checks
Refund, Bloodplan Protection
Refund, Readers Digest
Refund, AARP Insurance Premium
315.82
500.00
4.00
2,100.80
1,213.09
8.20
3,422.09
15.19
3,036.79
15.39
80.00
280.00
220.00
36.00
1.73
8.95
TOTAL THIS PAGE
11,258.05
11.02...:n;l. OS
~If
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, williin two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) No
2. Did decedent, within two years of death, transfer property from himself/herself to himself/herself and anDther party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) -1:llL
3. If the answer to one or tWD above is "Ves" and the transfers are claimed tD be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the allending physician indicating the state of decedent's health at time of transfer.
d. All other informalion supporting nontaxability of transfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or aller his/her death? (Answer "Ves" or "No".) No
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) N/A
b. What was the transferee's age at time of decedent's death? N/A
5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor .
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) No
b. The right to designate the persons who shall possess or enjoy the properly transferred or incDme therefrom?
(Answer "Ves" or "No".) No
6. If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise tD pay income
to or for the benefit or care of transferor? (Answer "Ves" Dr "No".) No
8. Did decedent, at any time, transfer prDperty, the baleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, Dr revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "No".) Nn
9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the/interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".) N A
. .
REV453 \1.80)
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of Richard H. Smith
BENEFICIARIES AND ADDRESSES
Richard H. Smith
9 Easton Street
Kane Penna. 16735
8 110
SCHEDULE "0"
BENEFICIARIES
(lnsfn/clions 011 Reverse Side)
RELATIONSHIP
SURVIVED DATE OF
DECEDENT BIRTH
Yes Over 21
Son
Daughter
Yes
Over 21
The above beneficiaries are living at this time except for the following:
NAME
.
~ r
.. 4 ~
INTEREST OF BENEFICIARY
1)0% Residue
50% Residue
DATE OF DEATH
,'Instructions on Reverse Side}
'*
REV04&4 ax... (3.801
'COMMONWEALTH OF PENNSYLVANIA
. OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
Estate of
Richard H. Smith
TOTAL PE VALUE OF DEPARTMENT
ITEM OESCRIPTlON MARKET \ DECEDENT'S VALUATION
NO. VALUE INTEREST (Offlcl.1 Use Only)
1. Savings Account #1194, First National Bank of
Newville, owned jointly with Shirley J. 50%
Smith, decedent's daughter, see Schedule D ),771.65 1,885.8)
.
"
,
,
TOTAL THIS PAGE 1,885.8) I ;- f S, f J
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
)
. .
. Schedule "E" must include ell property. real and personal, owned by the decedent jointly with another
party or parties es joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A". Describe.all personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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File Humber
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0529
REV"'''' EX+ lHOI
Date af Death
July 29. 1980
IiJ Original
o Supplemental
o Remainder
Estate Name
~;~hArn H. Smith
Social Security Humber
172-01-8804
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and far the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property 05 reported In the foregoing
return at the values lOt forth oppocite each item In the last column to the right In Schedules" A", "8", "C", and "E"
Dated:
""1 ? lq81
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INHERITANCE TAX APPRAISER
00+
ta+
92+
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INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISaURG USE ONLY)
REMAINDER APPRAISEMENT
COOE
R,ol Prop.rty (Soh.dul. A)
Per.onal Property (Schedule B)
Jolnt.H.ld Prop,rly (Soh.dul. E)
Tranol.r. (Soh,dul. C)
TOTAL GROSS ASSETS
s N
20+
30+
L.u D.bt. and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Eslote
o Annuity
40-
93-
R!ll
FACTOR
PRINCIPLE
VALUE
CODE
-
FOR USE OF REGISTER ONLY
Tax on $
Tax an $
CODE
COMPUTATION OF TAX
S
$
$
$
$
6%
15%
Tax on $
TolC on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Less Credits
DATE OF PAYMENT
AMOUNT PAID
TAX CREDIT
$
S
INTEREST FROM
BALANCE DUE
REV-5111 FO (7-BOI
..
COMMONWEALTIi OF PENNSYLvANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Dennill C. Caverly
Farmers Trust Company
P. O. Box 220, One West High Street
CarliBle, PA 17013
RE: Estate of
County of
File No.
RichArd H. Smith
Cumberland
;>1-8o-00;;>q
Dear Mr. Caver1y:
You ore hereby notified that the nriginal
appraisement in the estate of Richard H. Smith
has been filed in the office of the Register of Wills of Cumberland
County on Mav 7 , 19 .ID:.. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
None
11. 20;8.00;
1. 880;. 83
None
$13,143.88
As to such tax that is paid within three months from dote of death, 0 five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of soid notice os provided by Section 1001 of the Inheritance and Estate Tax Act o'
1961,72 P.S. 2485-1001, P.L. 373.
Date
Mav 7. 1981
Signed
..,/Jl;}r'( rl /'/?fll}/IJ '/11 )
Title
Chief Appraiser
NOTE: This is not a bill.
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IN THE COURT OF CO~UMON PLEAS OF CU}IBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF RICHARD H. SMITH, LATE OF SOUTH MIDDLETON TOWNSHIP
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per First and Final Account filed July 24, 1981
~==~",2Z~,;1~
DISTRIBUTION:
Richard H. Smith
Principal Cash (Less value of 1973 Buick)
Income Cash
2,938.14
300.93
3,239.07
Shirley J. Smith
Principal Cash
Income Cash
3,438.13
300.93
,.'
3,739.06
~==~'!m,:,H
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
"The above distribution is proposed in accordanc
of Richard H. Smith, late of South Middleton
ith the Last Will and Testament
County, Pennsylvania.
r Vice President
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
Dennis C. Caverly, being duly sworn according to
is Senior Vice President and Trust Officer of Farmer
in the Estate above named, and that the facts set f
REasons for the Proposed Distribution are true and
ice President
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':' "::;:::~~ii~,:~,'tORet.S A, AlBRIf,Hf, NOTARY PUBLIC
,.,.,.,::.::...:"..", CARLISLE BORO, W:.l,:,'llMiO COUNTY
MY COMMISSION ;:,F;;;L~ AUf, 16, 1932
Ml!r.1t~r, Pcn~\lv2oia As~.ct..131:on 01 UO!liries
LIiiL~
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPllANS' COURT DIVISION
NO. 21-80-529
ESTATE OF RICHARD H. SMITH, Deceased
LATE OF SOUTH MIDDLETON TOWNSHIP
FIRST AND FINAL ACCOUNT OF
FARMERS TRUST COMPANY, EXECUTOR
Date of Death: July 29, 1980
Letters Granted: August 14, 1980
First Complete Advertisement of Grant of Letters: February 20, 1981
Account Stated to July 24, 1981
SUMMARY & INDEX
PRINCIPAL
Pages
Receipts
Less Disbursements
2
2
13,158.42
4,296.32
8,862.10
2,485.83
Less Distributions
3
Principal Balance Remaining
6,376.27
INCOME
Receipts
Less Disbursements
3
3
645.03
43.17
Income Balance Remaining 601.86
COMBINED BALANCE REMAINING g==g~2Z~~~~
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