HomeMy WebLinkAbout81-00756
No.21.81
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In 1".'Set,leol
, Ponalcl II, pohll1i.nkY
, d.oelleed,
TO R.gl~t.rot Wills lor Ihe Counly 01 Cumberland, In Ihe ol;lmmonwsllllh 01 pennsylvania,
Pellllon.r(s)Ie (are) Ille .xeoul ONI nllmed Inlhe Lasl Will and Teslllmenl of
DOllald H ,8ohm1.nkv ,',' daled D"oen\bor~ll 1911 .,
Deoedenl was a olllzen of Ihe ~nlled 6tele8 and a realdenl 01 ' ~'nohM:l oa)nll'R
Townehlp (~orough)t Cumberlanq Oounty, oommonwe~llh 01 P8nn8ylvanle.
Deoedenl died em ,Wednesday the /jth day of ....liovemboro A.O, 19..!.!L, In Ihe
countyol tll.\uphi.1l ,Slale of .2.2,nnll. allheage 01 ~ yeare,
, Deoedent hilS (hae nol\ beonmarrled and hae (llaa not) had ohlldren born 10 him (her) 81noe Ih. .x.
eoullon oll"e aboV. de80rlbed Will,
OeoedenlWaepo8eeeaed 01 per80nal property 10 I"e value 01_ ' plAI,LfTj'Hpr.#fn
and 01 realealatelo Ille value 01 None
a. near as oan be asoertalnedl 8ald ,real aatate situated as folloW8
None
Therelore. your petltlOner(s) respeotfully apply(llla) lor Ihe probale 01 the said Last Will 'and Teat..
menl and lor LeUer8 T8stamenlary theron.
, Dated
Decemb8t 9. 19B1
Name and addre8s
of petltloner(8)
s uth BroadStreet
.
OO~~ONWeALTH OF PENNSYLVANIA
COUNTY OF CUMBERLANO
Mooj1aniollbm'f(. 'PAnna,
~/- ,'~M~(U .~~~'~;!I\~
} sa
17055
SoottD. Sohminky and FranOAl'1 L. Sot'lm1.nky
6P ~')
, '
named In above application, 'being duly sworn aOQl;lrdlng 10 law,say(s) thaI Ihe
slalement, set lorthln thl8 pelltlon are true 10 the beet of the it' knowledge and bell~l,
'A I 0"
Swo1"n and 81,lbscrlbedibefol'e -'/ (.....) 'cK\i'l-t:> '~cJ\''''\I~,\,\\,,''\'l'VV'\'\/
m}y!;;;a~~;';l~ . ~'Ll"'~~.j. .. (j
.
Flied: Oecember 16, 19131
Allorney J. Hobert Stat\I'foX'
...;? I-,? 1- 7....'S'?-J
"
trust, llevert;heleSfl, for tho' fol.lowing purpOnOf:I, to WJ.tl
'1'0 sell, eXChange, partJ.ti,on or othorwlao d:l:sporJe of any
propet'ty, roal,Qr porsollul, of wh:loh:r may die aelzed or possessed,
or'wh:l,oh may at lany tJ.mo form part of my olJtnte o:t" any trust created
hereby, at publiO or pri Vato r;u 10, for such ,purposes und upon such
terms, including sales on credit, in such manner and at suoh prioes
as J.t may datormine I und
'ro diV.1.r1e the then pr:l.ncl.pnl of' the t~ru8t into as. many eiJ.uaJ.
Parts as, Glhall equal in number those of my ch:l.ldron who shall be
livJ.ng at that t:Lme, ond those of' my chUdren who shull have prede-
ceased me, leav:l.ng issue liv:l,ng at my death; an<;i
My said Trustee shall pay over and distr:l.bute one such equal
part, in equal shares per sUrpes to tho j,80ue, living at my death,
ot eaoh suoh deceased child ot mine, and in this respect also, I
nom~nat,e, oonstitute and appoj,nt The First Bank and Trust Oompany ot
.' '., ' ,
Meohanicsburg, Pa., guar<Han of' the estateo of any such minOl' issue
aM/Or' benef'iciar':l,os of a deceased child of mine, who shall shaX'e :l,n'
my: estate he1"eunder, for and' during the term of the ir millority, with
1<he right, and authdr'ity in said g';larrliall at its sole discretion, to
apply tine pr:l.ncipal as weU ,as the income of each m:l,llor's respective
esti:lte to ensure their cOll1fortable care, support and education, "with
perticuJ.ar emphasis to the application of such funds to their' oollege
education!, and
My: Trustee shall, set apart. and hold one such equal part as a
sepat'ate trust fund tor the benefit of oach of my children who sl:all'
be living at my: death, and shall. invest and reinvest each tru$t fund
"
and shall. collect the i.ncome therefrom and apply so much of the Ilet
income (and any: accumulated :l.noome) to the comfortable support,
,
maintenance an(! eduoat:l,on of' the oh:l,ld for whom such trust funt! shall
have been set apart, as my Tru!:ltee shall See fit, alld I;Ihall accumulate"
illvest and reinvest the balance ot the said income until such ohild
-2- 134
attains the Me of t;wenty-one years" at whJ.ch t;\'rt\e all acoulllulatJ.Olls
of, net J.noome, togethGr with the pr:Lnoipul (Jf, sa:Ld trust fund shall
be pa1d over to such ohild.
If at any t'illle or tJ.mos, the net income .from f;ald trust fund
Shall be inf.luffio ient to properly oare und provJ.de for such child or
children, my Trustee sha1.1 have tlw authority to use 'and apply the
prinoipal. of such trust filnd, a8 well as t;he :\ ncome, tt) 'ensure such
,p1"Qpet' cat'e and mmlntenance, alld I further direct my sa;\'d '1'1"u8t;ee to
ex.pend principal as we1.1 as income from each respectlve trul3t fund,
:f.ortheput'pose of' proV:Ldlng an educat10n fOl' egch of my children,
particularly foI' college ~\nd ot,her instHutions of higher learning,
wi,t-hQut the necessity of securing pI':Lor authority or an Or'der of
Court to do ao.
If any child of'll1ille sl1a11 have 'attaJ.lled the age of ,twenty-one
years at the time of my death, then my 'l'rustee shall immediately pay
over to such child, such part or parts or all,as the case may be,
of suoh trust fund (J.nstead of holding the same intrust) ms her'e-
tofore directed to be paJ.d to such thUd, E\nd :I'll the event that all
of my sa id children are twenty-one' years of age at the time, of my
,decease, t;hen :\m such event, I dire,ct t,hat the foregoing trust
p~ovisions Shall become null and void, ~nd that my Executor', her'ein-
after'namad, payout alld distribute my estate to my ohildren, share
and sl1ar<:l alibi.
1AST1Y, I, nomj,na'ce, oonstitute and appoint my wife, Frances 1,
SChmin~y, Executrix of this my 1ast Wi11and Testament ,and in the
event that my ,sa id wife should predecease me Or' should she for al'\y
l."e~j3on be unwilli.ng ort\nable to serve j,n such capaoity, then/ in
'suoh event, I nomlnate, constitute and appoint The First BaIlJ< 'and
Trust Company . of Mechalliosburg , Pa., Exec\\tor of this my Last Will
and Testament in her place and stead.
-3-
1.35
, ~
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""'.'I "1}N
..... I ;~j
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" CC
INFORMATION
, 1hll dooum.n: II the No:le. required to be given under Se'Cllon 709 of the Inherillne. .nd e.lele Tex Aot
of 196 1 17~ p,S, ..ollon 2486),
If the t.x I.p.ld Within three 13) 1110nlhl .It,r Ih. d.oedenl'a duth, . dlaoounl 01 6% of the lex peld I~ .1I0wed,
, '
Inh.rlteno, 11x b.oomndellnQu.rlt nine 19) month a elter Ihe deoeden\'$ dUlh, Inlerell la oherg.d .1 the
rete 01 Ilx (6) peroenl per ennum on Ihe .moun: 01 unpeld t'l<, (see eXAMPLe 6eLOW) "
eXAMPLe, If e beleno. of I.x due of $2,000,00 ia In . delinquent e,elul from 3-3-80, 'nd p.yment II m.do
on 6-~ Ihe Inlereel IS o.loul.led .. Indlo.I,d 'below:
SUP 1
Oe'-Imln' the r.te of
Interel: from the I.ble below,
STep 2
Multiply Ihe b.lenoe of
tax due by the rete of
inlereal.
STIP B
'Add the inl,rell
to the beleno. of
Ie. du.,
Inter'lt from3~03~80 10 6-23~80
Ree~ltI, In: -
'" 2 Monthl . ~O 0
20 Olya ,. + 1l.
Rete 01 .Inlereel, . ,0 I 3 6
8elanoe of II. duo
B1l-../lLlJlltr e al
" INTEREST
$~,OOO,OO
x ,0 I 3aL-::
$ ~6. 70
B.I.noe of te. due
~IU' Intereal 10
~~t of peY1ent 1+, )
TO lex .n '
Inlereet to O"e
of p.ym,nl
02.000.00
$ 26,70
$~,02.t\, 70
.R____._._~~____.___'__.~___~_..__..___~-....--.---.--.--.-,~P-.-.._~--~-.
, month ,006 4 monlhl ,O~O 7 montha ,026 10 montha ,0&0
~ month a ,010 6'monlhl .026 a'montha ,0 0 II montha .0&6
3 month a ,018 6 month. .030 9 monthl ,046 12 montha ,060
I dlY ,00017 11 d.ya .00186 2 I d.YI '.00362
2 dlyl ,00034 12 dm ,00~03 2~ d.YI ,00369
, 3 daYI ,000&1 13 deYI ,00220 23 d.y. ,00386
4 dm ,00068 14 deYI .00237 24 dey. ,00403
6dm ,000a8 III d.ya ,00~1l0 26 d'YI .00420
6 dm ,00101 16 d'YI .00267 26 d'YI ,00437
7 djya ,00118 17 d.VI .00284 ' 27 d8Y$ ,0048,4
8 d'YI ,00138 18 deYI ,00301 28 dey. ,00471
9 dm ,00162 19 dm ,00318 29 dm ,00488
10 dm ,00169 20 d'YI ,00336 30 deVI ,00800
.;,.. .'...p....._.. ......... _ _.. ...;..'-....... ...." J. .................... _..... ~_ _ _... .'..__.. .......... ~-_.... ....'. _ ...,'" ...... .,,;..'..
, '. ."
Any p.rty Inlnlereel' Inoludlng Ihe Comn\onweelth end Ihe per,~oh.1 repreunl.tlve, nO,t "II' fled Wlthlh.
eppreiUmenl end ......m.n: m,y ob I.ot within Ilxty (60), d'VI IIt.r r,oeipt of Ihia NOtlo. .. provld.d by
Seotlon 100\' of the Inh.rltlno. .nCl Blt.1e Tex Aot of 1961 (72 P.B, "0, 24a5 - 1001),
M~K' CHeCK OR MONev ORDeR PAVA8~1 TO I "ReoxneR OF WI~~'. AOBNT"
oeTACH THE TOP PORtiON 'OF THIS FORM AND SUBMIT WITH VOU!,\ PAVMeNT TO THe ReQlsTER OF WIL~S FOR
THE COUNTY SHOWN ON THE REVERse, SEe THE INHERITANCe, T AX INSTRUCTION BOOK FOR AOORess,
",,,.., :~m.
1;~Nt~~~~r,;;~
-
INHeRITANoe TAX RIiTURN
RESIPaNT peqaPENT
/ "L';if.pO " I
Fila Numbar
,,:1~[llM7~O
Oacadant'l A~dtm
;,l.~ :lout: h HruHd IJtNJO t
!'10(I\Utntnnb\.11'g, 1'fll\l1D. l'10!'l5
Otoadant'l N,ma (~Olt, Flrll/and Mlddla Inltlall
, SOHMIN1\V. Dntil11r'l 1l. '
OEl:eA8HD 80,olal8, aOUlltY Nuiniior-" -J, Oala 01 Outh
lB~"12.t)310 ' ll!Il/fll
OHEcK "orfglnallloto;n I ;'1'''- --'--;SIIPltIOmuntal R~:;n 0
-
3, lIamalndar naturn [-I
4. ~lIc Ellata 0 6, Fodaral Hltala Ta~ 0
Retorn "aqulred.
BLOOKS 6, Oaoadant diad tal"te ~ 'I, Oacldant malnlUlnad a living 0 Q, Total NUll1bor of ufo 0
(Attach oopv of WIll) __ trult (At\ach oOI'Y of troltl dopollt bo~ellrwontorlod
All oorralpondanoo and oonHd,ntlal t8~ Informatlonlhould ha dlreQtod tot
OOMll'
'PONDaNT Nama
APPIIO.
PIIIATE
_AddriU
MHrkot Squaro BldR.
MODhRnlos~1ru, pannn.
1'l0~~
J' .~ohnl't Stnllrrel'l
Talaphono No,
'717"766~967
1\ tt-:/ .
011
, Stata
;l:1\l
I\IlOAPIT.
U~AT'ON
'AND
IIIOlIpltula\lDo
1, Reel Gila" (8chedu!a Al
2. Stockl and 1I0ndl (8Chedulo 8)
3, OlolPly Ha!d 8tocklPartnmhlp IntarPlt (8chadula 01
4. MortgaOil and Notal (8cheduloOl
6. Oalh ,. MI,callanaoul Pallonal PropertY (8che~\lla H)
8, JOh\lly Owned Property (8ohedulo Fl
7, rrailllan (Sch.dul. D)
8, ' Total DrollAlletl !total IIn" 107)
8,Funeral E~pen181 Admlnlllrallve Oom/Mlloullineoul
e~penl8l (Schidule HI
10. Oabtl/Monoag,,/llenl (Schadula II
t 1, TotllOeductlbnl (\0Iallln8l9& 101
12, Nat Value olEII811 1II11e 8 mlnuI line 111
13, Oharltebla Baqu8ltl (8choduleJI
14, Na"Velue,~blabt to ta~ Uin. 1~ mlnulllne 131
(111_
(12)
(13)
(141
r.,BJ A,9J
n'!{)()
8:88
0.00
0.00
0.00
o~oo
1,f11ll~:gg
0.00
( 11
( 21.
( ~l
( 4)
( 61
( 01
( 71
( 8)
1. 51J~ .00
h,~~B. 70
1.26.0.21
( O)~
(to)
TAll
OA~OU.
LA TION
Oomp"tltlon 01 Tax
16, Amount ot linn 14 tm~lo at a% rete (16).;.,.
Unolude vel"" I~m Schodulo Kl
18, Amoun\ of line 14ukablo at 16% rate (t8)
Unclude velu" frcm 8chldula K)
17. Pr!nolpalla~"duo(idd lak Irom IIna 16 plultl~ ,from IIna 181
18, TOl\IPrlor poymentl:
(.) Amount Paid
(b) PluI Olloount
(0) ,'MlnuI Intarllt (181 ..--
18, 8al.noa Dui (line'" mlnulllno 181
Meke Chack Payable to: lI.glltor cf Will., Agont
, .. . PLEASS IIEOH80K MATIl. ..
0.00
0.00
0.00
o. 00 ~.08.
0.00 ~,16.
(17)
0,00
(181
...ri< ~
Undetpenaltl.. of pltluf'(,1 deolere thit I hava m'1'lned tI\llretulll,lncludlng accompanying Ichedulal and 1t8llmonll, and 10 the bellol mv knCwlodga
end belief, Itll true, oorraot, and c~mplete. Qocleratlon of ptoparar Olhar thanlho ,penonl! raprol8ntallve II b818d on alllnforml\lon 01 which prapator hll
.n knowledge. ' " , 21~; B.Bl'of:.\d S 1;. ' ,L
81 AT ~.& 80W,L 'A1p~~e~rtttV"~81 Me (1 h a.rdo (1 '~~~~~88 l' t\. 17 o~~ .!i~/fJ}rF~T.&
-2V; p. r oud Sh. M(lChunia~hl1111' I I'll t 1'70;';) '.!,.) '0 ,Ira-
Mnl,ltf'1 t n'1\llll'e 1I10g.,
Mll01H\n lO~Jh\ll"C' Pn.170S'r; , Ii -.J - P'L.
TATlve AODRUSS DATU
0,00
nV,ltl'fKi (HlI "
COMMONWSALTH Of! PENNSYLVANIA
INHERITANOSTAX RBTURN
RSSIDENT DllOBDBNT
SCHEDULE ilK"
LIFJi EBTATe/ANNUITV/
TERM OeRTAIN
E8TATO OF IJontl1.d n. Un hml.nlqr FILE NUMlll!R ;';1-(n"'7$6
'Thlllohod~'e II io bo ulod for 011 11,11010 life, oonourront 11,11010 1110, lorm oortoln,' 0"11 Jolnl or luooelllvo IIle Oltotol whGn no
olectlon II fllwto propoy futuro Inloroll tOKOI. Special feclors 10 ollleulote Iho IlIlorOlllnvolvlng moro than one IIfo oall be
oblalnad from Iho Dlroolor of Iho BuroHu of, EKomlnatloll, Oth Floor, Strawberry Square, Horrllburg, I'll. 17127.
, ' ,
----------
--
OOlhor
Bpoolfy
D Oeod of Trull
o Will
o Lifo !lltato
NbnO
,Namoll). 'of Lifo TOllan\(I)
Nono
Ooteaf Birth PrOlont AgQ Term of Yoan Lila l!stott II Payable
, 1, Valuo,of Fund from whlohlnoome II payobla, , . , . , . . , , , . ~ . ,. . .' , $
at LMe listato Faotor ('00 In.truotlons) ,..,.. j. :. . . . . . , , . . i . ,I . . . I ,
3, Valuo of Life SlIoto (Line 1 tlmel 1.108 2) ." . , . . , , . . , , , '.' . , , , , , , $
Nono
(Includi on R.o.phulitlotl,
IIn.. 1 a or ,\e)
'"
, 0 AMulty
-
Noma(l) of Annultont(s)
Oole of Birth 1!:!!~ Age Term of Yearl Annuity IIPeyable
-- ------~ --
-
" Valuo of Fund from whloh annuity. II payable, . , ",' . , . , , , , , ',,' , " $
2, Frequur\oy of paydut . ,. , . , i I . ; ',' . , , I , , , , . j , ,'. .. . . . . . . . .
I
I'
I
!
3i,Annual po.yment I , . .. ',\ . . . . t , . ., , . I' . I . . , , , . . . , I I . , , I " '
$-
4. Annuity f=fto,tor (see In.truoUon.) i. j.' I" I.... ."j" I" ,',. ,; I I
~~
6, AdJultment Factor (loa Inmuatlonl) , , . , , . , . . , , , . , , , ,. . . , . . , ,
O. Valuo of Annuity (line '3 tlmol 11,1101 4 end 61 ' , . . . . , , . . . . . , . . , .. $
(lholud. on 'flltte.pltulltlori,
IInu,oorlal '
III mort .pac, II n'tdtc. Inllli odchUonallh"" 01 10m, 1111)