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Home My WebLink About81-00037 t:l ..:I ~ M ~ 0 A ..... ClO . ..... ..... C\l 0 to) . ... ';,Q. CO 0 ... -0 Z W rv", '" !J__. .:.".)..1 '.-) C)G \.1..1 ':"--.' U CO S. 0- ~') to..) I~ ~D U-' L0 ~7' 0'.. :C< 6'~ .- ~t~.J Wi.',: 2 (:>5 01- 0:::(1) -., '0:1 0- 2k u'" WW .- uJ:::> ","" 50 .J-' u "-'t' 37r:;... " '. , -. ',' '. ,-\-, 3Ectst Jlill ctttb illestcuttent I, DOROTHY L. SMILEY, of the Borough of Wormleysburg, Cumberland County, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct the payment of my just debts and funeral expenses as soon after my decease as may be convenient to my Executor hereinafter named. 2. All the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate, I give, devise and bequeath unto my son, Craig E. Smiley, absolutely. 3. If my son, Craig E. Smiley, shall fail to survive me, I give, devise and bequeath the same unto Betty Jane Snyder. 4. I name, constitute and appoint my son, Craig E. Smiley, to be the Executor of this, my Will. Should my son, Craig E. Smiley, fail to survive me, or fail for any reason to complete the administration of my estate, I nominate Betty Jane Snyder to be the Executrix in his stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this :LO',~ay of c;(J"1..C<tJ./<.-<.-1 ' 1976. . _ .!pO! ,1~~L<::i ~ Dory:hy 'L. Smiley C (SEAL) Signed, sealed, published and declared by the above- named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. -1.1 //-J ~ /,n";i 1A.. 4C1A,) I...) %';? ~.., .'. !.' /' i '?::' ,," /v (/ /' ~ /:'11/1 ~ ",.4. /' ,/ ~. . I 8.~3 l'>.: \r{,j .~,l :l,'~'< .7.';::,1 ~g.;:, I';:: '~:;:':' 'j :~J'J \1., :hf~ ~}j~.~ '.'A~ X:f: '1~ ..~1r, ::;>;~1 ~j:f~ -"",.:' <-'(~; :!,\\ ;;~ f"lf ~F~j .:;. i\..~~ , r,'~ .~~~~ ;;"~ ".~~;i: -')'~ ~:~i ~D;'~ \\? -..,.',: ;'f:., ;~:1 .~~~;: i')t' ;:}&\ "i!f~ .~.:i'. ,:r;;Y I~~}~' l\~f}~ \>"(.' """,'1 .~.:t,~ rll 1~1j I;",j)~ rr~? ~~).~, W:;"p \~::/n ~,2J% h~'~,. \~t,s{~ r',M~;; \~~H1 .!<'.<J l\Ik{) VA*' ';-' ;r-;.i~~, :;':V';r:i I';." t:\~ \i";;~"" /i :....,,,, ~:~/ ",...-.. ,:",:?' ,,;< r:~ I: :~. !-:,i,,*~ l\~ I"~ I~ I (\~:: 1'-; ;.~ l\~!~ :;~':\it. L'~x~.; j>~', ~~:';;'1;1:- j~,.'i. i,;",,~,,!, ~~'~ .~L \;~i~~;:.;'~W~:~ n cD ",'" ell (_0'\ ~ "'..... ..;?~ c,n ~3~' _0 "- to:U ;'q :"" -.10 ::n~ % Flrtl ;~~1 ~ ::'~.lO , '.11 nO -I'" "~ ::?;,,) "0 -.,) .., .-.J . .. P1 :> '."J -:'\ J z 0 III Z I >l 0 <: <( fj ., Z Z ''L.. ~ ell <( <( . H ~ ~ ~ ~ ::;: 0: :l . Ul W )- ~ III . ... . ~ ~ Z z r.. H 0 w Z Z W W 0 .J ~ .. .. >l lL z iIl ~ W w iii 0 E-l S Z ...l 0 0: )- III p:; W 0 J 0 >- ::;: c: r:l ~ w <: ...l U iii 0: W >- ~ ! ,- . . , OATH m' SUBSCRIBING WITNESS COMMONWEALTH or PENNSYLVANIA I ss: COUNTY or CUMllERLAND f Th' 15th d f January AD 1981 IS ay 0 , 't t before me, 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 J. DELORES GUSLER and NANCY (PUPKO) WAGNER the subscribing witnesses to the foregoing instrument of writir,g purporting to be thc last Will and Testament of DOROTHY L. SMILEY Dated February 20, 1976 late of Wormleysburg Borough Cumberland County Pa., deceased who being duly sworn according to law, depose and say, that. they were DOROTHY L. SMILEY .. trix present, and saw and heard the testa ,-, sign, seal, publish, pronounce and declare t~~ said -she was :. instrumenlof writing as and for hER 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. their Sworn to ., ",I 1 /f' . and subscribed before 9?f1 P. tf~ ..i'A-- Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I CRAIG E. SMILEY being duly sworn says that as nearly as can be ascertained the said decedent DOROTHY L. SMILEY died on Mondav the 8 th December day of A.D. , 19--.!!Q, at or about 11 :15 o'clock, ~. Sworn to and subscribed this d~,{,'{~ 15t~ day of January 19.,01 ~~_ . /c; ;-/ (2. ,y~</Z;J Register .mS!~all 0.2.'? (; k:'tpuS '8 OF;!;:) 'B!UB^I"SUU~d '''lunoJ puul'oqwnJ ' 'P!I!SOJOJU JUO" pUU "up olllluOS IU!O!JJo puu puuq "w ssou1!M 01 PO\lJUJS ~J~M ;::;!ll~1Ja'lIE'i sa,1 SJOll01 'posuo~oO f).:rtHlS \rJlltLI0t-\ JO ~lBI };;'11U1S "; i.'t':\o.1C-'] JO lU~WU1S~.L puu lI!M lsul ~41 pOpJOOOJ pUU pOluqOJd SBM OJ~ljl '-6I"0'V' 18 ^;!~ntl-eL' JO "up 'l+91 ~41 uo lu41 pOJoqw~WOJ 1! 08 3311:)3<I "'J ;;,0 ~ tr:J Z CIl ? ..... S' - lI,% It ... 1t CD I\) i:ll: n :0 Z 0 :0 ~ ... ? ;00 g- :::0 ;~ : to' :0 . :11I ~w p.. ;8 IV (X) ::;1 ..... :::0 ~ to' ,C ::l ;>< II -\ :11I ... '1:Il ~ ;t"< 00 :11 :.~ 'J :toi - to' 'd'< ,0 ..... :. I c,.). - r c,.; - IJJ:.~ (',I (,) :C/l w .., td -J '" ~1~ 0\ ~.. ~~ 8 ::;: r t..,. :H t..: Lr'\ ~ :1:" c;:.:. ..- ~:..:{ i:ll: ;1:':1 0 cJ;...: ':':::'li ;>< ~~l ~ c:l'"'' <;::Il-.J :00 .." 0::(/) ..., .~C) ;01> q'G ~1: ~w ..- w=> 0:;" I'" -'u u tji CD: ..... n' CD : '" Ill: CIl : :00 CD: ;t-' p.o, JalSIIl~lI -, II 'aw ~JoJaq poqp sqRS puu 0,:\ U.lOM.S puv . MUI 01 IlUIPJOOOU p~su~oop PIUS jO Sl!P~JO puu S141lp 'SI~nU4o puu spooll ~41 J'IS!U!WPU "lnJl puu II~M lI!M t 'saouulp04ul J'jSUUJ.L 01 IlU!lUI'J MUI 041 jO SUO!s!^oJd '411jl!M "Idwoo "l1uoll!l!P lI!M OSIB -61 "a'v 15 ~1 A.l-enu-e.r aq pasuao,p xa~IwS .~ XH.LO~OO jO IU~WU1S~.L puu lI!M lsuI ~41 jO .lo:jnoaxa SU lU41 "us puu ~sodop Op' sa U.lOM.S "Inp Ilu!aq '04M xa~IWS . a tHii<l:J ,wUO "IIUUOSJod 'pl1ul'~qwnJ jO "IunOJ 041 JOj puu U! UO!lUJ1SIU!WPV JO SJ~1101 JO IlI1!luUJIl puu SlI!M jO ~luqOJd ~41 JOj J01S!1l01l ~41 '~W ~JOj'8 aNV11138wnJ .'10 A.LNfiO:J :ss VINVA1ASNN3d.'lO H.L1V3MNOWWOJ aAJl.V.LN3S3Hd3H 1VNOSH3d.:lO H.LVO PIUNCIPAL Rr:Cp.IP'l'S Inven tory ['iled Per Copy of Inventory Attached Undi vided one-hal f interest in property located in East Pennsboro Township - Mountain Land - containing six and four-tenth acres, more or less. Inventoried at - $1,240.00 Proceeds (Gift - -0- to CO-Tenant) 1976 TOTAL 1/16/81 2/6/81 2/6/81 2/6/81 2/6/81 2/6/81 2/6/81 $ 72,555.74 TOTAL PRINCIPAL RECEIPTS $ 72,555.74 PRINCIPAL CONVERSIONS INTO CASH Gain Loss Plymouth Vol are Inventoried Proceeds at- $2,500.00 2,500.00 -0- -0- -0- $1,240.00 $1,240. 00 -0- Net Loss Transferred to Summary $1,240.00 PRINCIPAL DISBURSEMENTS Register of Wills - Letters & Short Certificates Musselman Funeral Horne - Funeral Expenses Gingrich Memorials - Marker & Base Professional Pharmacy - Decedent's Acct. Tristan Associates - Decedent's Account William M. Heffley, M.D. - Decedent's Account Cowley Associates - Decedent's Account 42.00 2,518.80 540.00 133.30 14.00 45.00 193.40 lI~lP. 99 PAGE ljJj.:J -2- \1I_oofu,'( ut Iho f"lIl .Illd 11",\011111 o\lu'e uf IH ll{( "1'11 \' I.. :.;~III.,,\' d~(."(,,of.J. ,'-'-' '.,..-- -...... ..,. 1. Hew I t:;>itcltu - No. JOC,I, SouLl, 1"rlJllt fjLl'l,eL, in L1w Bornu'Jh of \'lorml.e:ysburq, Cumbe:rlilnd County, Pennsy1vilnii1 in the nilme of Lhe (]e<.:udullt, by Deet.! dated Augu>it IS, 1977, ,"ecordcd Oc 1.01)(, l' L.l, 1977 in Deed Book L, Volume 27, PillJe B2~. 30,000 00 American Family Life Assurance Company 1,500 00 11,033 11 18,294 08 3,640 91 2,683 19 237 45 2,500 00 1,386 00 40 00 2. Household C~ods 3. lIarris Savings Association 6 Mo. Certificate No. 5-15-802887 6 Mo. Certificate No. 5-15-802851 2~ Yr. V.R. Certificate No. 5-16-004247 Optional Passbook No. 05-84474 4. Dauphin Deposit Bank & 'I'rust Company Checking Account No. 79-58-625-2 5. 1976 Plymouth Volare - Sold 7. Blue Shield 8. Undivided one-half interest in property located in East pennsboro Township. Mountain land - containing six and four-tenth acres, more or less. Deed G-17, Page 519. (Assessed value - $620.00) 1,240 I 00 l. Undivided small (undetermined) fractional interest in tract fronting 20 feet, more or less, on East side of Front Street along Susquehanna River. Deed L-27, Page 824. Value - 1 00 TOTAL . 72 ,555 74 Li~.l' 89 rAGE 11/0 PRINCIPAL DISBURSEMENTS - CONT'D 2/6/81 2/6/81 2/11/81 2/19/81 2/20/81 2/26/81 2/26/81 3/2/81 3/4/81 3/4/81 3/4/81 3/5/81 6/24/81 6/24/81 Alpine Nursing Home - Decedent's Account Tristan Associates - Decedent's Account Holy Spirit Hospital - Decedent's Account Cumberland Law Journal - Advertise Letters Patriot-Evening News - Advertise Letters Tristan Associates - Decedent's Account Aetna Casualty - Homeowner's Policy Jerone Van Nest, Tax Collector - Borough Real Estate Taxes - Internal Revenue Service - decedent's 1980 income tax PA. Dept. of Revenue - decedent's 1980 income tax West Shore Tax Bureau - Decedent's 1980 income tax Register of Wills - payment on account of Inheritance Tax Register of wills - File Inventory, Debts Deductions & RCC forms Register of Wills - balance of Inheritance Tax Outstanding checks at death - Notary Fees - Myers, Myers, Flower & Johnson - Attorney Fee Reserve for filing Account & Distribution & Decrees - TOTAL PRINCIPAL DISBURSE~mNTS PRINCIPAL INVESTMENTS $28,000.00 - 6 Month - Certificate of deposit @ 14.721% - matures July 23, 1981 INCOME RECEIPTS Additional interest earned on Harris Savings Accounts from date of death to date closed - January 22, 1981 - Interest - certificate of Deposit - TOTAL INCOME RECEIPTS _3_lit;[r: !:}~~ iAvt /t'(.l. 626.75 255.00 185.00 18.00 25.11 1. 20 73.00 84.08 461. 42 135.25 1.18 3,000.00 & 9.00 209.80 27.04 3.00 2,600.00 65.00 $ 11 , 266 .33 $ 484.15 2,060.94 $ 2,545.09 (-J 05 10.' :n~ n-'I' - ~~~~ i11n ;;"10 ~,~::o ~", - ._LJ " j:Tl ~1' f-"'; I ~:') >,; - w W ,":' ~ " - - ~ '" ;: :.a c - ~ -" :.~'Z ':; 0 :B .9 ';j :; " ''-' ., ~ " 0 ~J U - ... . '0 <t: :.:: " " U) ~ " :-~ ~~ ~ "'00 it. <t: 0 ~: ... " 'n ~ '" " " Ii. ~~ ~ E-< E-< ..c '- " 0 U z ::> w " .- -5 - g n: ::> u "" ,. oS tt) ~ ~ ;j ;:; U) 0 ~ 0 ~ c ,. "' .r-- ~~ o!l , <t: ::> u X ,'" .- " ~ . < ~~,~ " ~. '.: " w , 0 ~ ~ " ,.) ~ < ~ ~ ~ ~ , E -- " , t H >< ~ .'" .s ,~) .' -;:: ~ . . 7- Z Il; P<H ~ 0 g " " ~ ~ ~ . ~ lJ.J ~ Po< E !1c,.:1 ,0 Ii. H P'1 :;] >< ~~ '.. -, .- :.;: t .. z 0 H Ii. ~ c - ..:.r.: - 0 ~ . ~ ~ ,,- ~~I :;0; 0 t!l Z H '" " Co 'n ~ {~ ~ . E ~ 0 :,; c:J --::1 .. - " 0 . l ..lO':) ~ ~ U) ~ H H ~J .:~ ... z ; 000':) ;:,: 'r: :5 :.:: .'. " - ~~l E-< ~ ::> Ii. '" .., = . 0 . ::l ~ :;; ~ 0 OOCO <t: E-< P'1 Ii. U) - . .. :5. " . ~ ~ UUI <t: 0 0 ." .. .- c ~ " U E-< H (J) " '" :'oi ,," ~ ~. ~ (J) H >< ? ,,, .'-' .. 5 ~ . {) .#.1:: Ii. ~ >< ~ <t: ~ ." -. ., " ,,' - = 0 ~~ . n: ~ " ~ " .~ ::; t!l " ...::J .. E-< E-< :-t: -' " ~ 00 1;: ~<t:0 0 ~ U) H r: ~. '- .-. u ~ ~O::Z ~ 0 ~ ~ " " ::" ... ,;, ~ ::> 0 :;: H u " ... ... --g ~ " 0 0 U~ 0 Ii. U ti ,~) " " ,,;. " " " " "" U "ii --:: ..-: 0 ::: ~ -:]'~''I!H,gr;X;')\":'Z''TrJ()-'''j ~r08 .'~ :; " ~ .. g~l 1i9 '~1J aA~4 uonnq!.lJSIP )0 GIn ~pa4:lS pasoeloJd L1&IM Q'JuepJC~::Jot? UI I'It.u:)a" uonnqrnslP pue .c;1_:JnI~ paw"....:> lunooowTYb7'''ifc:' , V .' IN ~'lIE COUR'r OF COMMON PLEAS 01' CUMBEHLAND COUN'l'Y PENNSYLVANIA OHPlIANS' COUH'l' DIVISION NO. 21-81-37 IN THE ESTATE 01' DOROTHY L. SMILEY LATE 01' WORMLEYSBUHG BOROUGH DECREE AWARDING REAL ESTATE AND NOW, ..,~ this),v day of September, 1981, the First and F'inal Account of Craig E. Smiley, Executor, having been confirmed by the Court on August 25, 1981, together with a Statement of Distribution awarding the real estate in kind to Craig E. Smiley, it is ordered, adjudged and decreed that there be awarded and there is hereby awarded to Craig E. Smiley, his heirs and assigns, ALL that certain house and lot of ground situate in the Borough of Wormleysburg, County of Cumberland and State of Pennsylvania, bounded and described as follows: Bounded on the north by land formerly of the Estate of Lydia E. Miller, now or late of Laura Bennett, on the east by Front Street, on the south by land formerly of David Stephenson, now or late of Kissinger, on the west by an alley and having a frontage of 20 feet 6 inches on Front Street and extending back 150 feet to an alley. Having thereon erected a 2-1/2 story frame dwelling house numbered 306-1/2 South Front Street. Being the same premises which Dauphin Deposit Bank & Trust Company, Executor of the Will of Blanche Laura Haas by deed dated May 1,' 1961, recorded in Deed Book 20-E, Page 405, Cumberland County records, conveyed to Catherine M. Coover and the same of which the eaid Catherine M. Coover died seized and the Orphans Court of Cumberland County, by decree dated October 13, 1964 to No. 969, recorded in the Recorder's Office in Deed Book 21-K, Page 97, awarded to Dorothy L. Smiley, the decedent above named. BOOK 108 fAGE 567 r:i z 0 enz rJJ ~~ Z ~! Z ~ 0 .., Z 0 >< ~ oIj i ~ ~ o H ~ "" ~ ~ ~ H >< ,,; III ~ ~ H ~ 8 ~ ~ Z ~~ o -:> ::;: H en ~ j ~ ~~ 8 en H ~ 0 . ill - . ~ ~ .~ ~ ~ en ~:;;J 008 ~H ~ J . <Il Up:;..... 0 gHl rJi " ~ ~ 8! PM >< 0 ~ III ~ ~ ~ p:; 01 rillI: 8 U ~ P U.., 88 e J'.ill-' \J o CXl ~g H ClZ U~~~ ~ H '" 000 Cl rJi riI ZN rilCl U p:; II: -=: ~ III 8U II: . riI il<O ..: e:: Z~P:;Z '" HOO _.. c. c:P ."m ('~~;', ..... r~n .....,.. G) C) -" ./; 0~?J :~ I .. -.'~ ':"!F1 i'.... ~ ~,. ~'.1 ;--.) ....\ - ~} .J "". "'"I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND u: CRAIG E. SMILEY being duly .....swor_l2___ __ according 10 law, deposes and says Ihat he i.fL,E;,li.e.<:<Jl..tQ~ ---.- DOROTHY L. SMILEY ____...___.______._......_.. n. . 01 Ihe Est.te of _________._..__ lale 01 .m_. Borough of. Worm1eysburg n_ _.n _., Cumberl.nd Counly, P.., dec....d and th.t the wilhin is an inv.nlory mad. by __._ him ._... .._ _ .....__, the .aid_~_ec1Lt..Qr_____ of Ih. enlir. ..tat. 01 said d.cedent. consi.ting of all the personal property and r.al .slal., .xc.pt r.al ..tal. outside Ih. Commonwealth of P.nnsylvani., and Ihat Ihe figures opposil. each it.m of the Inv.ntory r.pres.nt it's fair value as of th. date of d.c.dent's dealh. ._ /) . 0'" r-; ;;I. iLJ.?.-I..~ C &2}-1.---C.~! -C ,..-:-- J--::fucutor - MlIIil{i)lItIOK ra~%/",. ~mLLey 'h 306~ S. Front Street ~. -.--W0rmle-ysbu~gT-PA. .-l.7-o4-3---- Sworn to ______ and subscrib.d b.for. me, '~t~~<"?L' ,;1<,/ 19- Ji (\(1 {j .f ((ll l \ /(1" ~,..(\1/1 nu..../ o r J JE!J!~. C"; 'I ~.",:'ry PIJblic l!!mOY1F', '''''~1':~' :!:~r.:' Co" Pa. My Comf7l:s-:.ian Expires Oct. 25, 198~ Addrtn Oat. 01 D.ath ______._. Jl..1=h._. Day December Month 1980 Voar INSTRUCTIONS I. An inv.ntory must b. fil.d within Ihree month, after appointm.nt of p.rsonal r.pr...ntative. 2. A suppl.m.nt inventory must be filed within Ihirty days of discovery of additional .ss.ts. 3. Additional .h.ets may b. attached as 10 p.rson.lty or really 4. S.. Articl. IV, Fiduciari.s Act of 1949. 0-' k ::l .n 00 :>.. >- Q) -ti ~ w .--< .. Ei ~ ~ I- .. I"'- w < k .. '" 11- I- >< ~ u I 0 0 V> ~ .. I w "" w H C .--< l- I 11- <Xl Z I- ...J "- H "" .. I "- ...J < 0 :;: 0 11- .--< W < w :1 N I! > 0 Z "" .c ,;. . Z 0 0 tJ1 0: ::l " ci I' V> z 0 0 "" U z I w < ~I k 11- 0 "'D 0: ~ E-<I ~ .. 0' - -.: 1'::' 0 " 0' .D 01 " E . , .. " ...J U "'D ..! u: (') <:2~ c:.::o :t;;: "', :;jo T~3: ~~ r.:1~7. 2.'-,1 ('. ':1:::) ... o:l ",,'" ~ ,.,,~ ~ :]0 '0::0 ."II.:J Z t:"ll'" N I~:J 0- ..,7';- . ~ , l " E ",. -, '[ ,'I ... 0; 0 llY l"'- e .-l .c ~ 0 .., '" - Q) k e Q) :>.. :3 0 ~ 0 ..Ei '" .. .--< ~Q) 11- r<. EH 0 - :I: - 00 <111 k N Q) .--< :;: :< 0 ~ .... o .:: :;: . o . p.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANce TAX ASSESSMENT '* COUNTY FILE NO: ;,f './j -' I .~ ;.; ''/ . DATE / l ')'/ t, I .>' j ,/ I 7/' "(-,'f.jr~ / (l,p / . , TO: / ) .; , .' 1_.-:" , .1" .J{, 'i //, '1' .'..' '.... / ,/ ........ 1'/ /i'..~' ".. I,' ... .. ,. 'J' , ... ..,,' ." / . - f' ,I , / 1',:/ ;' ,..-; / ,'J ( ~ .. / 1/ ./ )1" )~ / ,/ j ./ --', ./',' '--'" .. / ".,.." " "j/' ~ / "7 , // ;;.' ".', /, A- , I . ", ._.,I'tf . / {.' ,- -,lv' /1 ' " ' - " , /.'/ / ESTATE /.. f ..,1/' v// ..,' /. , (.. "// i.!!~ .;> ,4..;./....<L.- ) '. '; )<:/ '/,;V/J DATE OF DEATH "'1;'~'1"//j/II/~I../___ ;;t, //.:;'10 " . FILE NO. COUNTY Appraised Value of Estate: Real Estate Personal Property s <>/ ;/ rJ / /~r/ .I .-, 1/ + ,/'/ . ');'::/ /'i-- / Jointly Held PropertylTransfers + ._-,- -.----.- Total Gross Estate $ '/j' -, - "" / "j/, /.; ....L::;Z:, Clear Value of Estate //./ / '/ - /1/ .. .r: I S '( '-,.'.;:.' ~ /" / ,: / '- -/ ..;// Total Approved Oeductions /(/ --.-.----- Less: Approved Charitable Exemptions Amount Taxable @ 6% Rate s/,'(~ /' /) '/ ('7 /~I /,' .. ,~' (~ "/ /._,'.1 I..} Clear Value of Estate Subject to Tax $ -' >11' - .' / tax due s :..; "'1' /' 'l ? 9 ..., (-"-' j s .'/ ::./ / """ ir. r; ,) U'" ,/, / . , Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE * .. * .. .. * A five percent discount totaling $ will be granted if the Inheritance Tax is paid by less Credits: DATE OF PAYMENT ::? ' '-'/ J .. ;,., . (. 4, .:7? - '/; AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $" 0' 1/1-,1 ,I_fj , /- ~/I'tl ' ~ " ,,- + $ /"; .---; ..C;"7R $ = S -::'(/1) - -;1. ;/') / , '7' '.;./1 ',,~ /i t.. C,../ . + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is s ,,-;~:,;// \~.j:',} /~~ /L____ BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE 1 \ I 1.-- , ( ,....l-" d ~' t / ,., Assessedby: - - ) ;,,( "f;j ./, /(1/7'., See InformatIon on Reverse Side Ag.nt'o~t"'COm'~ ~.~ v / l..... /j- ."11(41,,1::. (J V ,."'~W:1'~W\,:+,\i"':lI".!~f~a~.'J.tm:':,~7~"I.:',,~:1~~~~~-'~';""~ REV.455 tX+ (3.RO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of DOROTHY L. SMILEY Date of Death 12/8/80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No. 21-81-37 Claimant Craig E. Smiley Relationship lo Oeccclnnt Son Claimant'sAdd",ssat lime of Decedenl's Deatll 306J, S. Front st., \'1ormleysburg, PA 17043 ITEM DATE NAME OF PAYEE REMARKS I' AMOUNT NO. 1 Reaister of Wills Letters & Short Certificates 42.00 2 Cumberland Law Journal Advertisina Letters 18.00 3 Patriot-Eveninq News Advertisina Letters I 25.11 4 Musselman Funeral Home Funeral Expenses 2,773.80 5 Gingrich Memorials Base & Marker 540.00 6 professional Pharmacy Decedent's account i 133.30 - 7 Tristan Associates Decedent's account 1,592.00 8 Cowlev Associates Deceden t 's account 193.40 Q william M. Hefflev. M.D. Decedent I s account 45.00 10 Aloine Nursina Home. Inc. Decedent's account 626 .75 11 Holv Snirit Hosoital Bal. Decedent's account 185.00 12 Polyclinic Medical Center Decedent's Account 4,893.35 13 Internal Revenue Decedent I s 1980 income tax 461.42 14 PA. Dept. of Revenue Decedent 's 1980 income tax 135.25 15 West Shore Tax Bureau Decedent's 1980 income tax 1.18 t';[le .Lnyem:ory, _l,Jeq"" " - 16 Register of Wills DeductJ.ons & RCC forms 9.00 17 Notary Fees All documents 3.00 1 R ....~~,~ <::milev Familv Exemntion 2,000.00 19 Myers, Myers, Flower & Jor nson Attorney Fee 2,600.00 for close-out costs -c 20 Reserve 150.00 TOTAL I 16.427.56 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the?state as ded,'lcti~ns for Inheritance Tax purposes. I , .J \,,' " / I ' ,/ :,,'{LC/ ': - ..-'~ Ii ,,~,_i.: (, (",' C'/,_I"it/f/ SIGNATUR[ OF FIDUCIARV DATE OFFICIAL USE ONLY C DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ !i;, Ji1,'7 ,,,/ '....: I . ,_ (/ AT . i: % TAX RATE 1-,,~ 1-1/ DAn. GENERAL INHERITANCE TAX INFORMATION Unsatislied 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, ather items are claimable including the cost 01 administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost 01 a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate ore subject to the approval 01 the Register 01 Wills with whom the Inheritance Tax Return is filed. Evidence.!o support the decedent's or the estate's liability lor the debts being claimed should be attached to this schedule. A lamily exemption may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no Spouse, or if ;he spouse has lorleited his/her rights, then any child 01 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 01 the same household as the decedent. The family exemption is allowable only against assets which pass by 0 will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, lor services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on lorm PA.40.lndividuallncome Tax Return. l"" '" " ("l ~ trl ~ :s - :>- 0 0 CIl Z C'l ("l c:: " ~ z 3: z t'" trl trl :>:: Z :<J 9 - 9 t'" Z Z trl ..., trl ..., Z trl '" - 9 9 ..., -:: CIl I-' CIl Z 0 CIl 0 I ..., 0 9 'T1 'T1 <Xl :<J Co, o, I-' ~ r", tl I < ~ 0 w - r,,' c:? ~'G n el ..., 0 1~. c: Z L~L_ ~~ cr; \C ijj ~ r;:.,r. N ~:~ ll. ~ t>j ><: l._ll.. :;:~. fLii; "', E!1 lr.<I;' -: Ow t" O{5 :.~~ ~ Uw cc....- ~O:: - w':;) ~ -,e' tl (fl (J ~ t" -:: -:: t>j trl trl ><: :>- > :<J :<J INSTRUCTIONS FOR COMPLETING SCHEDULE "F" I. II 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 explanation in the remarks column lor each debt claimed. 6. Enter the amount 01 each debt being claimed. 7. The lorm must be signed by the person who has assumed the responsibility lor paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE aw' x 11" SHEETS. REV.518 FO (1-80) .... .... .... .".:, ''1,;. NOTICE OF FILING OF APPRAISEMENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS Dear Mr. Smiley: Craig E. Smiley 306~ S. Front Street Wormleysburg, PA 17043 RE: Estate of County of File No. Dorothv L. Smiley Cumber]AT1d ?1-Rl-0037 You are hereby notified that the nl"; g; "..1 appraisement in the estate of Dorothv L. Smiley has been filed in the office of the Register of Wills of Cumberland County on .Tuly :>4 , 19..8l. Said appraisement reflects the fallowing yaluatians: Real Estate _ Personal Property Jointly Owned Transfers Total 31, :>41.00 41.314.74 Nn"j:Io None 1l?:>.1j1j1j.?4 As to such tax that is paid within three months from date of death, a 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, inclusiye; and twelye months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may abject thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date ( Signed rid/Illy It) I{'I: I'L C i ,(,)UL U. Julv 24. 1981 Title App,."i"e,. NOTE: This is not a bill. REV-,,, (1"01 SCHEDULE "C" COMMONWEAL TH OF PENNSYLVANIA TRANSFERS DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT DOROTHY L. SMILEY ESTATE DF_ r~ ~ ~~~ INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the prope:ty transferred per Schedules "A," "B," or "E," its estimated market value at date or death, dates of transfer, to whom transferred and relationship of transferees to decedent. Allach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONL Y) NONE TOTAL THIS PAGE NONE (/. 1.f,YLL QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequat~ consideration? (Answer "Yes" or "No".) No 2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information 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 after his/her death? (Answer "Yes" 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".) No b. What was the transferee's age at time of decedent's death? 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 "Yes" or "No".)N~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) No 6. If the answer to five b. above is "Yes," 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 to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) No 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) No . . . REV.45J l1.ao) COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "0" BENEFICIARIES *\ (Instructions on Reverse SidlJj Estate of DOROTHY L. SMILEY BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Craig E. Smiley Son Yes Adult Entire Residue 306l:1 S. Front St. Wormleysburq, PA 17043 - . - -'- - The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH ,'~,r"~V"t!" ....":,"~"'...,; " INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by tile decedent jointly with another party or parties as 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 {sl 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. I ndicate the market value of the decedent's interest. c: '" 0 (J ;.. '" ;.. ::; z :>- 0 0 0 'F! c:I - l"1 C'l n C- o ...; z ::: % t"" l"1 ;r: % .N ;.. 0 - (J t"" Z Z l"1 ...; l"1 ...; Z (J 0 ...; .-: ffl l"1 - N ffl Z 0 ffl 0 f-' -l , 0 ~ \~ 'n I ::>:I ~ I I (Xl ~ 0 IW i f-' "r1 ~)>.. I~ , (5 "r1 I~ \:, W - ;,' .. ., Z I'l , ..Jl" ..., - c' ,.., ~ len 0 )> d: ~..! ':':"} el t"" I. " C r~l ,,'-....;.; ,00 IITJ \:j 'C .-..... '" >,"': '0' p: Cl". N .-.." I~ Ie i'1 ;'~~a 11 :>< u.Jl.': z. I" 0 ~t-< 0 Cj'_. => f?W 55 ~ ::l Z 0:"'" ....., '00 rt S; 0;-;: &:1: i u-. t'J W"-' 1",::0 il'O -< -< c::C:: ~ El en en ~ lP _~u 1:tJ rt ':s: l"1 i'1 u ~ ~ ;.- ;.- i ;;j ;>:l \0 ; t1 I I REIJ.457 EXt (7.601 COMMONWEAL TII Or- PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT INHERITANCE TAX APPRAISEMENT '<1;.:; rfI,. ."..:fA,. ~ ~i~\~. '1 .:'.~~,!. ~ ,f:,~)Ji".".. , ......;.'.~~:(J.:::.i.." U10RIGINAL o SUPPLEMENTAL Estate of Dorothv L. Smiley File No. .....2l=.81",003.7-_ County Cumberland Date of Death December 8, 1980 In the event that any future Interest In this estate Is transferrad In possession or enjoyment to collateral heirs of the decedent after tho expiration of ony estate for life or for years. tho Commonwealth horeby expressly reservos the right to appraIse and assoss transfer Inheritance taxes at the lawful collateral rate on any such future Interest. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH o LIFE ESTATE DANNUITY TOT AL GROSS ASSETS DREMAINDER DEPARTMENT'S APPRAISED VALUE $ 31,241.00 $ 41,314.74 $ None $ None $ 72,555.74 ASSET SUMMARY Total Real Property - SCH. "A" . . . . .. $ Total Personal Property - SCH. "B". . . . $ Total Jointly Owned Property - SCH. "E" $ Total Trans/ers - SCH. "C". . .'. . . .. $ '31.241.00 Unreported $ 41. '314..2!L_ Unreported $ None Unreported $ None Unreported $ TOTAL VALUE $ . 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. .-. p 1,' 'I . I \);l!111 It ,) (j I (/ J.l(J) I n I (L Q?/;>4/81 APPRAISER DATE ~ p:; ~ p:; ~ 'i/I. ~ ~ \D Z ~ ~ H 0 >- X I.ol CI) <Il . '0 ;:J H ...l al ~ ~ - U Z ~ .-< - .-< ;... 0 ;... - 0 0 ~ ~ ~ ~ ~ 0 ... 0 '" 0 Z 0 '" '" >- ... 0 - ~ Z ~ I.ol ... I.ol Z Z ...l 0 - 0 p:; Z ~ ::E I.ol ...l Z Z Cl ;:J U l? I.ol >-< ~ '" ~ 0 0 ~ z ::= ~ u Cl c.. :J L.-: LU" o ~: ld Or:, Or." I.JJI;: 01-- o::'h Ocr, "'W ~Q:: ::. r',- '. ~ '.'