HomeMy WebLinkAbout01-0627
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of FRANCES H. SMITH
a/so known as
Deceased.
Social Security No. 204-30-7417
No. ~\- D\ -(0;)'1
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor named in the last will of the above
decedent, dated April 24, 2000, and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 47 East North Street, Borough of Carlisle.
Decedent, then 76 years of age, died June 20, 2001, at 47 East North Street, Carlisle,
Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: Borough of Carlisle, Cumberland County
$ unestimated
$
$
$ unestimated
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s)
presented herewith and the grant ofletters testamen7n: 1 " . /? ,./ /
,~ 'l4?!adi"
WI liam F. artson
10 East High Street
Carlisle, P A 17013
(717) 243-3341
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to the best ofthe knowledge and belief of petitioner and that as personal repr sentative
of the above decedent, petitioner will well and truly admi i t r tfl:e~state according to
~(
tvt
Sworn to or affirmed and subscribed
before me this 3RD day of William F. Martson
t:n'l JUL C ~ " 2001 . rr f&i.::t.y~
r IJ {.l 1(.,0 (J.A..JL. "'-J7'n .
~y CLEWIS . Register
l(o - -:24- \ - 5'
No. 21 - 01 - 627
Estate of FRANCES H. SMITH, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW,
JUL Y 5. 2001
, in consideration ofthe petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated April 24,2000, described therein be admitted to probate
and filed of record as the last will of Frances H. Smith and Letters Testamentary are hereby granted to
William F. Martson.
TOTAL
$ 200.00
$ 1R nn
$
$ 6.00
$ 5.00
22~.uO
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Register of ills v V (j
MARY CLEWIS
Mark A. Denlinger, Esquire (83794)
ATTORNEY (Sup. Ct. J.D. No.)
MARTS ON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
Will Book #
Page
FEES
Probate, Letters, Etc.
Short Certificates( 6)
Renunciation
X-Pages
JCP
Filed JUL Y 5, 2001
Call ~\t9EJ:l&~\EBrhl68a-p;'!Unltr
FIFILESIDA T AFlLEI WILLSI6862. WIL.4.24.00
LAST WILL AND TEST AMENT
I, FRANCES H. SMITH, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property not
passing under this Will.
2.
I direct that all of the assets of my estate, both real and personal property, be converted into
cash, and that the residue of my estate be divided into seven (7) equal shares, to be distributed in the
following manner:
One (1) share to FIRST UNITED METHODIST CHURCH, 64 East North Street, Carlisle,
Pennsylvania, 17013;
One (1) share to MR. and MRS. EUGENE E. SMITH, or the survivor of them, now of 56
West Main Street, Newville, Pennsylvania, 17241;
One (1) share to my friend, EVELYN K. WERT, now of 1903 Douglas Drive, Carlisle,
Pennsylvania, 17013;
One (1) share to DR. and MRS. STEVEN L. HATLEBERG, or the survivor of them, now
of 636 Yorkshire Drive, Carlisle, Pennsylvania, 17013;
One (1) share to LAWRENCE PHILLIPS and VIRGINIA PHILLIPS, or the survivor of
them, now of 506 Brighton Place, Mechanicsburg, Pennsylvania, 17055;
One (1) share to RAYMOND HOOVER; and
One (1) share to the PLAINFIELD LIONS CLUB, Plainfield, Pennsylvania, 17081.
F /'I S'
F.H.S.
Page 1 of 3 Pages
3.
I nominate, constitute and appoint WILLIAM F. MARTSON as Executor of my estate.
4.
I direct that my Executor shall not be required to file a bond to secure the faithful
performance of his duties in any jurisdiction.
5.
I authorize and empower my Executor, in his sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as he may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power
as my personal representative considers desirable and to pay reasonable compensation for such
services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such
instruments as may be necessary to carry out any of these powers. In addition, I direct that my
personal representative shall have the power to conduct an inventory of any safe deposit box
necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto.set my hand and seal this 24th day of April, 2000.
~<4. U ~ (SEAL)
Frances H. Smith
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, have hereunto subscribed
our n es as witnesses theret , in the presence of the said Testatrix and of each other.
.1l~~- Co7~-
Page 2 of 3 Pages
. .
COMMONWEAL TH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Frances H. Smith, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
~
~14 ~.A~
Frances H. Smith
Sworn or affirmed to and acknowledged before me by Frances H. Smith, the Testatrix, this
24th day of April, 2000.
COMMONWEAL TH OF PENNSYLVANIA
~~~~
Notary Public
NOT ARIAl SEAL
CORRINE l. MYERS. Notary Public
) Carlisle Boro, CumberlandCounty
My Commission Ex ires Ma 27.2003
: SS. ---"....""-.,,.._..
COUNTY OF CUMBERLAND
)
We, Benjamin T. Warner and Marcia Y. Compton, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw Frances H. Smith, the Testatrix, sign and execute the instrument as her
Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and
voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the
Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that
time 18 or more years of age, of sound mind and under no constraint or undue influence.
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Address , 10 East HIgh Street
. Carlisle, P A 17013
~~~ ~~
Add s 1 East Hi Street
Carlisle, P A 17013
Sworn or affirmed to and subscribed before me this 24th day of April, 2000.
~~"rnoP~J
Notary Public
NOTARIAL SEAL
CORRINE l. MYERS, Notary Public
Carlisle Boro. CumberlandCounty
Page 3 of 3 Pages M Comm!ssi~fxpr.'es Ma 27, 2003
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I C;FF~I'~E4J - 5-
FILE NUMBER
21 01 00627
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT. 280601
HARRISBURG, PA 17128-0601
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.----"-----
--- 10ECEDENT'S NAME (LAST. FIRST:AND MIDDLE INITIAL)
Smith, Frances H.
. UATE OFDEATH1M"1~UIJ-YEART
L
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
204-30-7417
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
I
I
o '~'Ren1arnaer Return (date of death pnort0T2:n:a2)'--
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. EJection to tax under Sec. 9113(A) (Attach Sch 0)
10 East High Street
Carlisle, P A 17013
(1) 52,000.00
-~~~.
(2) 5,587.45
(3)
--- --I ~A;~;;;I;~H2(~M-D~---
. .jt(lF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
. 181 1. Original Return 0 2. Supplemental Return
I 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death
, after 12-12-82)
181 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95
06/20/2001
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Mark A. Denlinger, Esq.
~ NAME (If applicable) ,
~ Martson Deardorff Williams & Otto
ELEPHONE NUMBER
, 717/243-3341
(4) None
(5) 49,303.42
(6) None
(7) None
(9) 33,826.00
(10) 66.54
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
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106,890.87
(11 )
33,892.54
72,998.33
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(12)
(13)
20,799.52
52,198.81
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(14)
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 16. Amount of Line 14 taxable at lineal rate x .045 (16)
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II. x
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S 18. Amount of Line 14 taxable at collateral rate 52,198.81 x .15 (18) 7,829.82
19. Tax Due (19) 7,829.82
----,-
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1500 EX (Rev. 6..(0)
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Decedent's Complete Address:
STREET ADDRESS
47 East North Street
~'
TSTATE PA
jZIP 17013
I
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
7,829.82
8,000.00
391.49
Total Credits (A + 8 + C)
(2)
8,391.49
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the differenco. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
0.00
----..----
561.67
(3)
(4)
(5)
(5A)
(58)
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.....................................................................................................,........
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................. 0 181
b. retain the right to designate who shall use the property transferred or its income;................................ 0 181
c. retain a reversionary interest; or............................................................................................................ 0 181
d. receive the promise for life of either payments, benefits or care?.......................................................... 0 181
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?........ ............... ......... .......... ............. .................... ................... .................. 0 181
o 181
o 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true. correct and complete,
Declaration of preparer other than the personal re resentative is based on all information of which preparer has any knowledge.
ILlNG RETURN ADDRESS DATE
10 East High Street /' I
Carlisle, PA 17013 3 &, 0 Z
ADDRESS '-------------------------oATE ,,--
ING RETURN
ADDRESS
10 East High Street
Carlisle, P A 17013
'-,---- ---"DATF"
3/~ /OL
For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in commDn with the decedent, whether by blood or adoption.
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COMMONWEALTH OF. PENNSY~VANIA j
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Smith, Frances H.
I FILE NUMBER
21 - 01 - 00627
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property whictl is jointly-owned with right of survivorship must I:)e disclosed on
schedule F.
ITEM
NUMBER
.---T
DESCRIPTION
VALUE AT DATE
OF DEATH
52,000.00
Residence situate at 47 East North Street, Boroughof Carlisle, deisgnated as Cumberland County Parcel
No. 02-20-1800-308 and conveyed by Decree of Distribution dated August 22, 1972, and recorded in
Cumberland County, Pennsylvania, Deed Book "T", Volume 24, Page 921 (copy attached.) Value is
actual sale price (see Settlement Statement attached)
52,000.00
TOTAL (Also enter on Line 1, Recapitulation)
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COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Smith, Frances H.
SCHEDULE B
STOCKS & BONDS
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 John Hancock Large Cap Value Fund
2
John Hancock Technology Fund
3
Lord Abbett Affiliated Fund
4
Lord Abbett Bond Debenture Fund
5
i New Perspective Fund
I
,
~_L~__~
5,587.45
DESCRIPTION
~~~~~-~~
I FILE NUMBER
21 - 01 - 00627
UNIT VALUE
VALUE AT DATE
OF DEATH
1,702.00-~
. ~u ~-..L__
TOTAL (Also enter on line 2, Recapitulation)
642.15
1,355.75
1,117.06
770.49
~
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Smith, Frances H.
I FILE NUMBER
21 -01 - 00627
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1 Allfrrst Bank, Account No. 0079789781
20
DESCRIPTION
VALUE AT DATE
OF DEATH
83.99
2
M&T Bank, Club Account No. 25004920103972
320.87
3
Waypoint Bank, Account No. 5500009485
2,862.88
4
WaypointBank, Account No. 1718006244
100.44
5
Waypoint Bank, CD 400713
899.28
6
Mellon Bank, Certificate of Deposit, Account No. 00792564
5,589.51
7
Mellon Bank, Savings Account No. 00180-451484
5,588.56
8
Edward Jones, uncashed distribution check
100.00
9
4,974.22
10
Currency and coins in House
Commonwealth of Pennsylvania, Property Tax Rebate
391.00
11
SSA, retroactive benefits
12.00
12
Edward Jones, Account No. 377-07077-1-3, cash balance
26.28
13
Paul Revere - Annuity; Policy No. 25952-00064 AN
10,143.84
14
Transamerica Life Insurance & Annuity Co.; Annuity No. 27304500
8,872.62
15
Postage Stamps in house
6.14
16
Proceeds of public auction of 9/17/01
2,181.00
17
Proceeds of public auction of 10/13/01
6,361.25
18
Sprint, refund of credit balance
11.98
19
Proceeds from sale of currency
20.00
Proration of real estate taxes at settlement
757.56
- _.n. .__~~._ _________ _____
TOTAL (Also enter on Line 5, Recapitulation)
49,303.42
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SCHEDULEH
FUNERAL EXPENSES &
ADlVNSTRAllVE COSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Smith, Frances H.
I FILE NUMBER------------
21 - 0 I -,00627 _~_ '__
Debts of decedent must be reported on Schedule I.
.. ITEM I DESCRIPTION
NUMBER
A. FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Carlisle, P A
AMOUNT
6,887.60
2 Carlisle Memorial Service, inscription
95.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
William F. Martson, Esquire
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 10 East High Street
City Carlisle State P A Zip 17013
Year(s) Commission paid 2001-2002
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
5,300.00
2.
7,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
State
Zip
4.
229.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
2
3
Other Administrative Costs
Cumberland Law Journal: Advertising Letters Testamentary
The Sentinel: Advertising Letters Testamentary
S.W. Barrett Real Estate and Appraisal Services: Appraisal Fee
75.00
93.83
250.00
I
____ _1__.
Total of Continuation Schedule(s)
13,895.57
TOTAL (Also enter on line 9, Recapitulation)
33,826.00
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SchedUe H
FLmraI Expenses &
Adni1istrcD.Ie Costs conhJed
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE N~l~BO~~ 0062~~____ __~
42.40
ESTATE OF
Smith, Frances H.
4 Jewelry appraisal
5 Sprint (service pending sale of property)
6 PPL Electric Utilities (service pending sale of property)
7 Darlene Moyer, real estate taxes pending sale of property (proration on Schedule "E"
88.96
113.24
1 ,281.57
117.92
96.54
2,225.00
27.00
47.50
190.65
170.57
4,590.00
8 Borough of Carlisle, water/sewer service pending sale of property
9 UGI Gas, final bill
10 Ken Roush's Hauling
II Carlisle Borough, trash bags
12 Hilton's Lock Service
13 Agway Petroleum, fuel oil
14 Cleaning supplies, trash bags, photographs of deplorable condition of property
15 Payment to various individuals who assisted in trash removal, clean up, preparation for and
assistance with public sales
16 Dave Sheibley Trash Hauling
600.00
20.98
28.24
1,685.00
1,535.00
520.00
15.00
500.00
17 UPS postage
18 Checkbook charges
19 Jack Gaughen Realtor, settlement charges
20 I Coldwell Banker, settlement charges
21 County of Cumberland: 1 % realty transfer tax
22 Register of Wills, filing fee, inheritance tax return
23 Reserved for additional probate fee, filing fee for Account, and other miscellaneous expenses
__J ______~___~___
Page 2 of Schedule H
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SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEOENT
ESTATE OF
Smith, Frances H.
I FILE NUMBER
21 - 01 - 00627
Include unreimbursed medical expenses.
ITEM
NUMBER
-----r-- Borough of Carlisle, Utilities (account payable)
DESCRIPTION
AMOUNT
13.49
2
PPL Electric Utilities (account payable)
19.41
3
Sprint (account payable)
20.64
4
Blue Mountain Anesthesia
13.00
TOTAL (Also enter on Line 10, Recapitulation)
66.54
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - 01 - 00627
RELATIONSHIP TO I AMOUNT OR SHAR~-~
DECEDENT OF ESTATE
nn Not list Trustee/51
Smith, Frances H.
NUMBER
NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Mr. and Mrs. Eugene E. Smith
56 West Main Street
Newville, P A 17241
Nephew and wife
1/7 Estate Residue
2 'I Evelyn K. Wert
, 1903 Douglas Drive
Carlisle, P A 17013
None
1/7 Estate Residue
3 Dr. and Mrs. Steven L. Hatleberg
636 Yorkshire Drive
Carlisle, P A 17013
None
1/7 Estate Residue
4 Lawrence and Virginia Phillips
, 506 Brighton Place
Mechanicsburg, PA 17055
None
1/7 Estate Residue
I E",,, doll" am",1s foe ~"ib"ti",,, 'hown above," ",", 15 fh""gh 17, '" appropriate, 00 Rev 1500 rove, ,"e t
!
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Plainfield Lions Club
Plainfield, P A 17081
First United Methodist Church
64 East North Street, Calrisle, P A 17013
10,399.76
2
10,399.76
TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T
20,799.52
..
.~
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-
_._---_.~~--
Smith, Frances H.
ESTATE OF
I
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NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. ---11 TAXABLE DISTRIBUTIONS (include outright spousal distributions)
5 Raymond Hoover
479 Wolfs Bridge Road
Carlisle, P A 17013
I FILE NUMBER
21 - 01 - 00627
RELATIONSHIP TO
DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
None
1/7 Estate Residue
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Page 2 of Schedule J
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IN RE:
ESTATE OF CEORGE K.
ESHLEMAN, late of the
Borough of Carlisle,
Cumberland County,
Pennsylvania, deceased
:IN THE COURT OF COMMON PLEAS OF
:CUMBERLAND COUNTY, PENNA.
: ORPHANS' COURT DIVISION
:NO. 21-71-463
.
....
Dr-CREE OF DISTRIBUTION
AND NOW. Augu~t ~~ . 1972 the First and Final Account
of WILLIAM F. HARTSON. Executor of the Estato of GEORCE K.
ESHLEMAN having been 'confirmed and distribution awarded in
accordance with. Schr.dule of Proposed Distribution fUed
therewith. the Court does hereby decree and award unto FRANCES
H. SMITH. her heir. and .8aign.. the' fOllowing described real
eatate:
ALL that certain house, garage and lQt of ground .ltuate
in the F1ret Ward of the Borough of CarliSle, Cumberland County,
Pennsylvania. bou.nded and described as follows: .
CONTAINING 28\ feet on East North Street. to . 3 foot wld.
.lley 30 feet 1n length. with the right'to use said 3 foot
alley in common with the adjoining property owner. and
extonding in depth 120 feet to . 12 foot alley. being 30
feet 00 said .lley and th~ same width to the 3 foot aile,
extending from Ealt North Street: bounded on the louth
by Bait North Street; on the ea.t by property now or
formerly of Cheater Sheaffer; on the weat by property
for_erly of Madge A. Weary and on the no~th by said 12 toot
alley.
HAVING THEREON ERECTED.. dwelling house knOwn And de.ignated
. :~.,..
.. No.' 41 East North Street. CarUsle. Pa.'v,
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BEING the 8ame premiaes which were conveyed unto George
K. Eshleman and Pearl A. Eshleman, his wife, by deed
ot Elsie K.Warner's Administrator Dated ~Tune 2, 1952
and recorded In the Office of the Recorder of Deeds
in and for Cumberland County in Deed Book "Z", Vol. 14,
. ,
p~ge 372. The latd Pearl A. Eshleman hav1pg predecease
George K. Eshleman, title vested entirely in the said
George K. Eshleman who subsequently died September 17,
1971 and had devised the'aforesaid real estate to
Frances H. Smith.
L". '. I.,
Pursuant to proceedings filed to the above number and term,
Willism F. Martson, as such Executor joined in a certain mortgage
and bond to Dauphin Deposit Trust Company ~n the amount of
$4000.00. As contained in said prior Order of Court, said
Executor is now discharged from any liability on ~aid bond and
..
mortgage.
BY THE COURT
IS' ga.Cl 7 S~t~ h.,.J-
, ..~ t.MtiIr tL.t .... Rtild..
ud P..e Ollie. .f ww. CrAu....
.~~~.I'?OI3
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L. ~V 61 til ~nv
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!,AW D""~" !iCHG .~o U1QlJO:l3U
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11 ~OOICT24~ 922
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A TRUE COP.Y..f,ftO~:~t~o . '
In T.~ony w~r~, J}1eteunt()~ ~.h.ncr
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11ft ":l-,,~.~ ~ Or'Ii:.\' .~'~. ;: fl~ ~/"
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OMS NO 2502-0265,.
11. rypl:Or LUAN:
3. ~CONV. UNINS. 4. OVA
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'..l.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.0FmHA
. o.rlLI:
SETTLEMENT STATEMENT 10269-4.CONCEPCION
l:!.
5'OCONV. INS.
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked 'YPOCj" were paid outside the closing; they are shown here for informational Durposes and are not included in the totals.
1.0 3/98 (ld269.4CONCEPCION.PFOI10269-4.CONCEPCIONl12)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAMtAND AD-oRESS-OF LENDER:
Antonio Concepcion, II and
Karin A. Concepcion
803 Petersburg Road
Carlisle, PA 17013
Estate of Frances Smith
Orrstown Bank
G. PROPERTY LOCATION:
47 East North Street
Carlisle, PA 17013
Cumberland County. Pennsylvania
H. SETTLEMENT AGENT:
Martson Deardorff Williams & Otto
January 24, 2002
Adiustments For Items UnDald Bv Seller Adiustments For Items
210. CountylTwp. Taxes to , 510. County" wp. I axes
211. SchoolTaxes to I] tl11. School I axes
212. Assessments to . i 512. Assessments
213. I 513.
214. ,1514.
215. i;515.
216. Ii 516.
!17. Ii 517.
'18. 11518.
1219. :1 519.
220. TOTAL PAID BY/FOR BORROWER I 4~.I:iUU.OU I i 520. TOTAL REDUCTION AMOUNT DUE SELLER
1300. . SETT . 11 bUU. ~t:.111 I ._... ~R:
301. Gross Amount Due From Horrower (une 120) I 54,034.561/ 601. Gross Amount Due To seller (line 420) 52,75T56
302. Cess Amount Paid BylFor Borrower (Line 220} '( 4~,600.00)1 ! 602. Less Reductions uue ::;eller (Une :>20) I 4,172.75;
303. CASH ( X FROM) ( TO) BORROWER 11.43456 i ~ 603. CASH ( X TO) ( fROM SELLER I 48,584.81
I ne UnclerStgneaflerebyackn ecelpt Of a completed copy 01 pages 1&~ OT thiS statement 1!c a irts ref";O~o em. A
Borrower 'd:t',~ 4 Seller /1;,1/ i.. ~. JI ~
AntonjsYConcepc~. II /7 Eilate of ~ es rrittJ( IT
47 /? h.oiL ') LI .( /1n ~..rId" dJ... ~ \ '
.Ka~rA-: Conc~pcion r -
PLACE 0~ SETT~~MI=";T
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r 1 01. Contract Sales Pnce
102. Personal Property
1103. SetUement Charges to Borrower (Une 1400)
1104.
105.
10 East High Street
Carlisle. PA 17013
;IIUN
5"2,000:00
1,277.00
s~e:r in advance
v"'''/v' to
to
1 06. countyll wp. TaXeS
107. School Taxes
108. Assessments
(T09.
110.
111.
1112.
120. GROSS AMOUNT DUE FROM BORROWER
I~UU. ....~ ~ UK IN Ut'
1201. DepoSit or earnest money
1202. Pnnclpal Amount of New LOan(s)
203. EXisting loan(s) taken subject to
204.
205.
206.
207.
[208:
!209.
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54.U34.56
1.OOO.UU
41,600.00
5C..1-f. "j{ I.
I. SETTLEMENT DATE:
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:0'1: Criri~;~salesl)nc~':'~
4U~. I-'ersonal I-'roperty
403.
404.
4UO.
Adiustments rDr ITems /o'al erm~
, 406. (.;ountYfI wp. I axes v,,,"'v, to 01/01/03
. 401. SchoOl I axes to
408. Assessments to
4U!:l.
41U.
,411.
41:.!.
420. GROSS AMOUNT DUE TO SELLER
:Juu. uut: I U
501. Excess DepoSIt (See Instructions)
502. Settlement (.;narges to ::>eller (une 14UU)
olM. cXlstll19loan(s) taken SUbject to
. 504. Payolf or nrst Mortgage
bUtl. paYOTT or secona Mon:gage
506.
507. (ueposlt dISD. as proceeds)
tlOl:!.
509.
52.000.00
382.35
375.21
52,757.56
4,172.75
nDaid Bv Seller
to
to
to
4,f7275
(3/lf )
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lC-SETTLEMENTCHARGES
700. TOTALCOMMISSION Based on Price $ 52,000.00 @ 6.)000 % 3,120.00 PAID FROM PAID FROM
Division of Commission (line 700) as Follows: BORROWER'S SELLER'S
7OT.Tl,585.oo to JaCk uaugnen t:KA FUNDS AT FUNDS AT
702. :s 1.:l;;l:l.UU to LOlowen !:SanKer t1;:)l;j SETILEMENT SETTLEMENT
! (U:$. l,;OmmlSSlon t-'alc at ::lettlement 3,120:
7lPJ: to
lIDO: IN ; , IVN WITH LOAN
ISU 1 . Loan vnglnanon I"ee U.UUUU 70 to
-S<T2. Loan Discount % to
1JU3. Appraisal Fee to
804. crealt Kepon to
IISU~. Lencer S InspecDon f-ee to
f 806. Mortgage Ins. App. Fee to
rBU7 .Tee to urrstown-S-anl< :.!UU.UU
1808.
18U9:
'81U. Keal t:state I ransactlon t-ee IO JaCK l,;augnen t:KA 1UU.l
lfrr. Real Estale T ransacnon ree to LOlowelfBanker HSG l:.!:l.UU
900. ITEM::) IV tn: t"AIU IN ..,.....". . _._~. - -..-, ." -- ..-.- ...,..... ......._~..
901 . Interest From 01/24/02 to 02101/02 @ $"-'" /day I oays 'Yo)
9UL. Mongage Insurance t"remlumror momns IO
1903. Hazarlllnsurance t"remlum tor 1.U years to
'904.
-gas:
--m::roc -- ........,
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1001. Hazard Insurance months @$ per month
1002. Mortgage Insurance months $ per month
TOO3. CountyfTwp. Taxes morillls $ per montn
1004. School Taxes monffiS 'f" per month
1005. Assessments months $ per month
1006. months ~ per month
1007. months $ per month
1008. months @ $ per month
1100. /I
1101. Settlement or Oosing Fee to
1102 Abstract or TItle Search to
'TfO":). Title Examination to
1104. Title Insurance Binder to
1105.LJeed Preparation to Martson,LYeardorff, Williams & 0tto POC
1106. Notary Fees to
1107. Attorney s Fees to Martson, Deardorff, Williams & otto 375.00
(includes above item numbers: )
1108. Title Insurance to
(includes above item numbers: )
1109. Lenoers Loverage ~
11m. OWner s coverage ~
1111. t:noorsements
iT1'Z
1113.
1200.
1201. Recording Fees: Deed $ 25.50; Mortgage $ 31.50; Releases $ 57.00
1:.!U2. Clty/Lounty I aXl:>tamps:ueeo 52U:1JU;lI.Ifortgage ~:.!U.Ul
1203. state Tax/Stamps; Revenue ::>tamps 520.00: Mortgage 52lJ.OU
1204.
1205.
1300.
1301. SUlVey to
1302. Pest Inspection to
:13OJ. 2002 CountyfTownship Taxes to Darlene Moyer. Tax Collector 02-20-1800-308 409.~
1304. Water/Sewer to Carlisle Borough 3-1633 23.4!:
1:rO""5: , .
1400. TOTAL SETT (Enter on LInes 103, Section J and 502, Section K) 1.277.00 4.172.~
Pa.
By signing page 1 of thiS statement, the slgnatones acknowledge receipt of il completed copy of page 2 of thiS two page statement.
-~
Settlement Agent
Certified to be a true copy.
SCH. ,~"
( <-( ILl )
( 10269.4.CONCEPCION / 10269-4 CONCEPCION /12 )
'-
1.
Edward Jones
21 West High Street
Carlisle. PA 17013
(717) 258-4688
Art Amundsen
Investment Representative
EdwardJones
JULY 18,2001
MARTS ON DEARDORFF WILLIAMS & OTTO
TEN EAST HIGH STREET
CARL~SLE, PA 17013
ATTN: WILLIAM F. MARTS ON
RE: FRANCES H,SMITH DOD VALUES AS OF JUNE 20, 2001
JOHN HANCOCK LARGE CAP VALUE FUND
$1702.00
JOHN HANCOCK TECHNOLOGY FUND
642.15
LORD ABBETT AFFILIATED FUND
1355.75
LORD ABBETT BOND DEBENTURE FUND
1117.06
NEW PERSPECTIVE FUND
770.49
CASH
26.28
TOTAL
$5613.73
THE VALUES LISTED ARE AS OF JUNE 20, 2001, THE DAY THAT FRANCES H SMITH
PASSED AWAY. THE VALUES WERE OBTAINED FROM AN OUTSIDE HISTORICAL PRICING
SERV~CE AND WHILE WE BELIEVE THAT THEY ARE RELIABLE, WE DO NOT GUARANTEE
THEIR ACCURACY. PLEASE LET US KNOW IF YOU NEED ANY OTHER INFORMATION OR
ASSISTANCE.
SINCER, ELY,. A
/~L ~ /?/1 ./,-,
4/~ &&/rp-'~---- ~-
ART AMUNDSEN
INVESTMENT REPRESENTATIVE
AR.A/ama
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ART AMUNDSEN
EdwardJones
July 18,2001
Historical Quote
Symbol Description/T ype Date Value
TAGRX HANCOCK JOHN INV TRUST GRW& INCM CL A
Adjusted NA V 06/20/2001 $21.0400
NTTFX JOHN HANCOCK SER TR GLOBAL TECH A
Adjusted NA V 06/20/2001 $5.9100
LAFFX LORD ABBETT AFFILIATED FD INC CLA
Adjusted NA V 06/20/2001 $14.8900
LBNDX LORD ABBETT BD DEB FD INC CL A
Adjusted NAV 06/20/2001 $8.0800
ANWPX NEW PERSPECTIVE FD INC COM
Adjusted NA V 06/20/2001 $23.0700
Page 1 This information is for tax and estate purposes only and while believed accurate, is not guaranteed. There is no warranty
that any trades were or would have been executed at these prices on the dates given.
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II allfirst
FRANCES H SMITH
47 E NORTH ST
CARLISLE PA 17013-2429
'1111111111111111111111111111.11111111111111111111111111111111
PlIg" 1 01 3
Golden Age Checking
Frances H Smith
Acet No 00797-8978-1
MIIY 24, z001 thru June 25, z001
o aUfirst.<<:\lm . 24...'1our
CUstomer Service
1-800-533-4630
Activity Summary
Balance on OS/23
Deposits and additions
Other activity
Balance on 06/25
S160.1J3
100.00
-176.1J1J
CS8~~~?_~
Deposits and additions
Ollllff Df!fscription
Amount
06/01 CASH DEPOSIT
Sloo.00
S100.00
other activity
Ollllff
Olffscription
Amount
06/15 ACH DEBIT
BANKERS LIFE INS PREM 980155121010615
1360770740FRANCES H SMITH 20011657144662
-176.1J1J
-176.1J1J
End of Day Ledger Balance
Account balances are updated in the section below on days when transactions posted
to this account.
OIItlff
Blllllnclff
Olltlff
BlllllnCIff 0111"
BlllllncIt
OS/23
$160.1J3
06/01
$260.1J3 06/15
S83.99
Visit us at allfirst.com for the latest in online banking services! Find out how to get
Internet Bill Payment for FREE and how to apply for a loan or line of credit right from
your computer. Go to allfirst.com today.
000514
0014-98317503957 050
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':u ~ ~ AUTHORIZATION Wiz-.tatJ fL DATE "? /1:3 )eJ,
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0ftlGIHA'IlNG ,
GII. NO. ~.IULIAN DATE COST CEHJ!R '
0!EI~'~~
AMOUNr'
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PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
7/13/01
000000000400713
SAVINGS CLOSEOUT 5500009485
CHECK MADE PAYABLE TO:
FRANCES H SMITH ESTATE
t'IWay~i!lJ
PO BOX 1711 . HARRISBURG, PENNSYLVANIA 17105-1711
235 N. SECOND STREET. HARRISBURG, PENNSYLVANIA 17101 .717/236-4041
----.-.,-... -. ---..-
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
7/13/01
000000000400713
SAVINGS CLOSEOUT 1718006244
CHECK MADE PAYABLE TO:
FRANCES H SMITH ESTATE
t'IWaynnint
reA N K
PO BOX 1711 . HARRISBURG, PENNSYLVANIA 17105-1711
235 N. SECOND STREET. HARRISBURG, PENNSYLVANIA 17101 .717/236-4041
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
7/13/01
000000000400713
CD CLOSEOUT 1755317216
CHECK MADE PAYABLE TO:
FRANCES H SMITH ESTATE
.5C.I-J. '\ e \ :r. ~7V'.s. 3 - ~
t'IWayRRi!lJ
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683332361
$******2,862.88
683332362
$********100.44
683332360
$********899.28
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Mellon Bank
Mellon Bank N.A.
Commonwealth Region
419
11 000475
FRANCES H SMITH
10 E HIGH ST
CARLISLE PA 17013
JULY 19, 2001
Certificate Of Deposit - Redemption Confirmation
Our records indicate that the Certificate of Deposit listed below has
redeemed.
Certificate of
Deposit Account
Redemption Value
Redemption Date
00792564
$5,589.51
07/19/01
If IOU have any questions about your Certificate of Deposit, or about any of
Melon's wide range of savings and investment services, please call the
MellonDirect 24 Center at 1-800-222-9034. We welcome the opportunity to
serve you.
$CH. ".f. ", J ~. ~
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Customer Receipt
Please be sure to enter this
transaction in your records.
Visit our web site at www.mellon.com
Transaction
Description
Amount
5~
Date
Account Number
: :27 '~~'~'LG0(,.:'~';5 ::'~ .'~:/:~<;.: ~tw,.
~~i~r~ iTH ~~~ 01SG45148~
":f
$5,588.56
SEE REVERSE FOR CREDITING OF DEPOSITS AND PAYMENTS
.
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August 20, 2001
Martson Deardorff Williams & Otto
Attn: Corrine Myers
10 East High Street
Carlisle, PA 17103
RE: Deceased: Frances Smith
Contract #: 00029248
Beneficiary: The Estate of Frances Smith
Dear Mrs. Myers:
This letter is in regards to your letter of August 3,2001, enclosed is the information that you
requested.
The value as of June 20,2001, the date of death, was $10,143.84.
If you have any questions please call 1-800-526-9583 and speak with a customer service
representative.
Sincerely,
-Ann JGpfe'l
Ann Kepley
Annuity Claims D;:partment
The Paul Revere Insurance Group
SC.H. "E ", Tk-"A../ 13
Paul Revere Insurance Group III 205 E. 10th, Amarillo, Texas 79101
~
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i. TRANSAMERICA
ANNUITY ADMINISTRATION
Administrative Office: 4333 Edgewood Road NE
Cedar Rapids, Iowa 52499-0001
M ailing Address:
P.O. BOlC 3183
Cedar Rapids, Iowa 52406-3183
August 13, 2001
Estate of Frances H Smith
c/o MDW & 0
Attn: William F Martson
Ten East High Street
Carlisle Pennsylvania 17013
RE: Annuity Policy Number(s) 27304500
Dear Executor:
We have received your request for the above listed policy. Before we
can process this claim, we will need an Annuity Claimant's Statement
completed in the name of the Estate of Frances H Smith. Please return
the requested information in the envelope provided.
This annuity currently reflects the following information:
Annuitant:
Owner:
Primary Beneficiary:
Policy Date:
Today's Full Value:
Taxable Portion:
Value as of 06/20/2001:
Frances H Smith
Frances H Smith
Estate of Frances H Smith
04/26/1999
$8,936.90
$1,058.45
$8,872.62
As primary beneficiary of this annuity, the estate has two options for
death claim processing. Receiving the funds through a death cla~ in
a lump sum payment would be the first option. The interest portion
will be reported as a taxable distribution, and the following January
the estate would receive a Form 1099-R reporting this distribution.
If the Executor(s) would like to choose this option, we will need the
following:
.
Letter of Testamentary (received)
Certified copy of the death certificate
Original policy
Annuity Claimants Statement.
---.--..
( received)
.
.
.
--rlrefsecond option for.tb~"_e.state would be to delay the lump sum
payment for up to five (5) years from the-date .~! death. To complete
the claim, the executor(s) of the estate will be responsible for
T ransamerica Assurance Company
Transamerica Life Insurance and Annuity Company
- Tr~n~2IT1prir2 Occidental Life Insurance Comoanv
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FIFILESIDA T AFILEI WILLSI6862. WIL4-24-00
LAST WILL AND TESTAMENT
I, FRANCES H. SMITH, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property not
passing under this Will.
2.
I direct that all ofthe assets of my estate, both real and personal property, be converted into
cash, and that the residue of my estate be divided into seven (7) equal shares, to be distributed in the
following manner:
One (1) share to FIRST UNITED METHODIST CHURCH, 64 East North Street, Carlisle,
Pennsylvania, 17013;
One (1) share to MR. and MRS. EUGENE E. SMITH, or the survivor of them, now of 56
West Main Street, Newville, Pennsylvania, 17241;
One (1) share to my friend, EVELYN K. WERT, now of 1903 Douglas Drive, Carlisle,
Pennsylvania, 17013;
One (1) share to DR. and MRS. STEVEN ,L. HATLEBERG, or the survivor of them, now
of 636 Yorkshire Drive, Carlisle, Pennsylvania, 17013;
One (1) share to LAWRENCE PHILLIPS and VIRGINIA PHILLIPS, or the survivor of
them, now of 506 Brighton Place, Mechanicsburg, Pennsylvania, 17055;
One (1) share to RAYMOND HOOVER; and
One (1) share to the PLAINFIELD LIONS CLUB, Plainfield, Pennsylvania, 17081.
'/is'
F.H.S.
Page 1 of 3 Pages
... ~
~
3.
I nominate, constitute and appoint WILLIAM F. MARTS ON as Executor of my estate.
4.
I direct that my Executor shall not be required to file a bond to secure the faithful
performance of his duties in any jurisdiction.
5.
I authorize and empower my Executor, in his sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as he may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power
as my personal representative considers desirable and to pay reasonable compensation for such
services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such
instruments as may be necessary to carry out any of these powers. In addition, I direct that my
personal representative shall have the power to conduct an inventory of any safe deposit box
necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto.set my hand and seal this 24th day of April, 2000.
~<(4. 1+ ~ (SEAL)
Frances H. Smith
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, have hereunto subscribed
es as witnesses theret , in the presence of the said Testatrix and of each other.
JJI tL~ l' Co..f~'>--
'[
Page 2 of 3 Pages
, 1 '
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, Frances H. Smith, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
~
~lrf~~
Frances H. Smith
Sworn or affirmed to and acknowledged before me by Frances H. Smith, the Testatrix, this
24th day of April, 2000.
COMMONWEAL TH OF PENNSYLVANIA
~~~~
Notary Public
NOTARIAL SEAL
CORRINE l. MYERS, Notary Public
) Carlisle Bora, CumberlandCounlY
: SS. My Ci2..mm!~~~f'1. txpires Ma 27,2003
COUNTY OF CUMBERLAND
)
We, Benjamin T. Warner and Marcia Y. Compton, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw Frances H. Smith, the Testatrix, sign and execute the instrument as her
Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and
voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the
Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that
time 18 or more years of age, of sound mind and under no constraint or undue influence.
~~ T~...
Address . 10 East High Street
Carlisle, P A 17013
l!~. ~~
Add I~East Hi Street
Carlisle, P A 17013
Sworn or affirmed to and subscribed before me this 24th day of April, 2000.
~.~~~~
Notary Public
NOT ARIAl SEAL
CORRINE L MYERS Notary Public
Carlisle Boro, CumbEtrlandCounty
Page 3 of 3 Pages M' Comm!~2!1.?:'!.t~pires Ma 27, 2003
/ 6- ~~/-
L--'
U
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
1'IJRI;AU OF INDIVIDUAL TAXES
i~RITANCE TAX DIVISION
4 DEPT. Z80601
' HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
R:
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-22-2002
SMITH
06-20-2001
21 01-0627
CUMBERLAND
101
MARK A DENLINGER
MARTSON ETAL
10 E HIGH ST
CARLISLE
'02
FIPF, 29
r";-, .')~,)
r..) .{i..
ESQ
,
l.~/,' ~ (
PA ][ton
'*
REV-1541 EX AFP 100-DU
FRANCES
H
Allount Rellitted
(1)
(2)
(3)
(,,)
(5)
(6)
(7)
52.000.00
5.587.45
.00
.00
49.303.42
.00
.00
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =is'47-Ex-AFP--fl'-f:02Y-No'ficE--oF-iNHER-iTANci-'fAx-A-PiifiA-isEMENT-:--AiroWAifci-cfi-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH FRANCES H FILE NO. 21 01-0627 ACN 101 DATE 04-22-2002
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
". Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgaga Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
1". Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 1" at Spousal rate (15)
16. Allount of Line 1" taxable at Lineal/Class A rate (16)
17. Allount of Line 1" at Sibling rate (17)
18. Allount of Line 1" taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
33,826.00
66.54
(11)
(12)
(13)
(1")
(9)
(10)
.00 X
.00 X
.00 X
62,569.99 X
NOTE: To in sura proper
credit to your account,
sub.it the upper portion
of this for. with your
tax paYllent.
(8)
106,890.87
33.892 54
72,998.33
10,428.34
62,569.99
00 =
045 =
12 =
15 =
.00
.00
.00
9,385.50
9,385.50
(19)=
TAX CREDITS:
l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
09-18-2001 CDOO0276 421.05 8,000.00
INTEREST IS CHARGED THROUGH 05-07-2002 TOTAL TAX CREDIT 8,421. 05
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 964.45
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.59
TOTAL DUE 972.04
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
"
RESERVATION: Estates of decedents dying on or before Decesber 12, 1982 -- if eny future interest in the estate is trensferred
in possession or enjoysent to Cless B (collaterel) beneficieries of the decedent efter the expiration of any estate for
life or for years, the Co..onwealth hereby axpressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requiresents of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and subsit with your payment to the Register of Wills printed on the reverse side.
--Meke check or soney order peyable to: REGISTER OF KILLS, AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, say be requested by cospleting an nApplication
for Refund of Pennsylvania Inheritance and Estate Taxn (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forss ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisesent, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notica must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Departsent of Revenue, Board of Appeals, Dapt. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter detersined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Departsent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assesssent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of tha booklet nInstructions for Inheritance Tax Return for a Resident
Decedentn (REV-1501) for an explanation of adsinistratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar sonths after the decedent's death, a five percent (57-) discount of
the tax paid is allowed.
PENALTY:
The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the sase tise period as you would appeel the tax and intarest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) sonths and one (1) day from the date of
death, to the date of paysent. Taxes which becase delinquent before January I, 1982 bear interest at the rate of
six (67-) percent par annus calculated at a daily rate of .000164. All taxes which becase delinquent on and after
January I, 1982 will beer interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Departsent of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 207- .000548 1992 97- .000247
1983 167- .000438 1993-1994 77- .000192
1984 117- .000301 1995-1998 97- .000247
1985 137- .000356 1999 77- .000192
1986 107- .000274 2000 87- .000219
1987 97- .000247 2001 97- .000247
1988-1991 117- .000301 2002 67- .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If paysent is made after the interest computation date shown on the
Notice, additional interest must be calculated.
REV-1470 ~)
,
*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2101-0627
101
FRANCES H SMITH
John Kealy
ITEM
SCHEDULE NO.
J
EXPLANATION OF CHANGES
The bequest to the Plainfield Lions Club has been disallowed, as the organization does not
qualify under Section 9111 (c) of the Inheritance and Estate Act of 1995.
ROW
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DENLINGER MARK A
TEN EAST HIGH STREET
CARLISLE, PA 17013
____un fold
ESTATE INFORMATION: SSN: 204-30-741 7
FILE NUMBER: 2101-0627 ~
DECEDENT NAME: SMITH FRANCES H ~
,..
0
DATE OF PAYMENT: 05/10/2002 ~
~
00/00/0000 "
POSTMARK DATE: i
CUMBERLAND ~
COUNTY: i
DATE OF DEATH: 06/20/2001 ;N
~ ~
REMARKS:
MARK A DENLINGER ESQUIH
4
CHECK#152
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F \FlLES\DA T AFILEIES r A TES\6862. ffa. fnn
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
EST ATE OF FRANCES H. SMITH,
Deceased
ORPHANS' COURT DIVISION
NO. 21 - 01 - 0627
FIRST AND FINAL ACCOUNT OF WILLIAM F. MARTSON,
EXECUTOR OF THE ESTATE OF FRANCES H. SMITH,
LATE OF CARLISLE BOROUGH,
CUMBERLAND COUNTY, PENNSYL VANIA
Date of Death:
Letters Testestamentary Granted:
Letters Advertised:
Sentinel -
Cumberland Law Journal -
Account Stated as Final
June 20, 2001
July 5, 2001
July 18 and 25 and August 1, 2001
July 27 and August 3 and 10,2001
SUMMARY & INDEX
PRINCIPAL
PAGE
2
2
Less Disbursements
3-4
107,365.64
-66.53
107,299.11
-49.092.08
Receipts
Conversions (Gain) or (Loss)
Principal Balance Remaining
58,207.03
INCOME
Receipts
Less Disbursements
4
4
254.12
-0.00
Income Balance Remaining
254.12
COMBINED BALANCE REMAINING
58.461.15
SCHEDULE OF PROPOSED DISTRIBUTION
6
58,461.15
RECEIPTS OF PRINCIPAL
TOTAL, PRINCIPAL RECEIPTS:
52,000.00
1,702.00
642.15
1,355.75
1,117.06
770.49
49,303.42
26.78
95.48
352.51
107,365.64
Residence at 47 East North Street, Carlisle, P A
80.894 shares John Hancock, Large Cap Value Fund-A
108.655 shares John Hancock Global Technology Fund-A
91.051 shares Lord Abbett Affiliated Fund-A
138.251 shares Lord Abbett Bond Debenture-A
33.398 shares New Perspective Fund-A
Assets listed on Schedule E, Inheritance Tax Return (copy attached)
PPL, credit refund
State Farm Insurance, premium refund
Additional cash found among old papers
PRINCIPAL CONVERSIONS TO CASH
80.894 shares John Hancock, Large Cap Value Fund-A
7/31/01 Proceeds 1,705.25
6/20/01 Cost 1,702.00
108.655 shares John Hancock Global Technology Fund-A
7/31/01 Proceeds 605.21
6120/01 Cost 642.15
3.25
-36.94
91.051 shares Lord Abbett Affiliated Fund-A
7/31/01 Proceeds 1,341.18
6120/01 Cost 1,355.75
138.251 shares Lord Abbett Bond Debenture Fund-A
7/31/01 Proceeds 1,119.83
6120/01 Cost 1,117.06
-14.57
2.77
33.398 shares New Perspective Fund
7/31/0 1 Proceeds 749.45
6120/01 Cost 770.49
TOT AL GAINS/LOSSES ON CONVERSIONS TO CASH:
-21. 04
-66.53
-2-
DISBURSEMENTS OF PRINCIPAL
Various PPL, electric service 159.43
Various Carlisle Borough, water/sewer service 94.43
Various Sprint, telephone service 88.96
Various UGI, gas service 96.54
Various Picture film and development; cleaning supplies 165.57
Various Ken Roush Hauling, trash removal and hauling 2,225.00
Various Dave Sheibley, trash removal and hauling from garage 600.00
Various Labor for trash/garbage removal, cleaning, preparation for 4,590.00
and assistance during public sales
07/13/01 Blue Mountain Anesthesia 13.00
07/17/01 Carlisle Borough, trash bags 27.00
07/17/01 Hilton's Lock Service, change locks 47.50
07/17/01 Carlisle Memorial Service, inscription 95.00
07/24/01 Hoffman-Roth Funeral Home 6,887.60
07/31/01 Darlene Moyer, 2001 real estate taxes, school district 872.31
07/25/01 Clarke American - estate checkbook 28.24
08/22/01 Steven Barrett Real Estate & Appraisal Service, appraisal 250.00
09/18/01 Register of Wills, Inheritance Tax 8,000.00
09/20/01 James Line Jewelers, appraisal fee 42.40
12/13/01 Martson Deardorff Williams & Otto, partial attorney fees 5,490.00
12/13/01 Martson Deardorff Williams & Otto, disbursements: 433.19
Probate fee 229.00
Sprint 20.64
Advertising Letters Testamentary 168.83
Postage 9.72
Parking 5.00
12/13/01 William F. Martson, Partial Executor's commission 2,500.00
-3-
01/24/02
01/24/02
01/24/02
01/24/02
01/24/02
01/24/02
01/24/02
05/10/02
Reserved
Reserved
Reserved
Jack Gaughen Realtor, commission
Coldwell-Banker, commission
Jack Gaughen Realtor, transaction fee
County of Cumberland, 1 % realty transfer tax
Darlene Moyer, 2002 county/borough real estate taxes
Carlisle Borough, final water bill
Agway Energy Products, heating oil
Register of Wills, Inheritance Tax
Martson Deardorff Williams & Otto, attorney fees
William F. Martson, Balance Executor's commission
TOTAL, PRINCIPAL DISBURSEMENTS:
Disbursements advanced for postage, filing fees, etc.
RECEIPTS OF INCOME
Edward Jones, interest through closing
Paul Revere, annuity, interest through closing
Transamerica Life, annuity, interest through closing
M&T Bank, interest on estate checking through 4/12/02
TOTAL, INCOME RECEIPTS:
None
DISBURSEMENTS OF INCOME
TOTAL, INCOME DISBURSEMENTS:
Jj)JL 1J(k
William F. Martson, Executor
-4-
1,585.00
1,535.00
100.00
520.00
409.26
23.49
190.65
972.51
8,000.00
2,800.00
250.00
49,092.08
8.17
79.60
84.61
81.74
254.12
0.00
0.00
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
William F. Martson, being duly sworn according to law, deposes and says that the
Account as stated is true and correct, and that the Grant of Letters Testamentary and the first
complete advertisement thereof occurred more than four (4) months before the filing of the
Account.
Sworn and subscribed to before me this
15th day of May, 2002
'(lV, J ,,~nL<e'-<L
otary Public)
NOT "RIAL SEAL
CORRINE L. MYERS, Notary Public
Carlisle Boro. CumberlandCounty
M Commi~~iot1 E!f1ir>e.~~'a 27, 2003
-5-
SCHEDULE OF PROPOSED DISTRIBUTION
William F. Martson, Executor ofthe Last Will and Testament of Frances H. Smith,
deceased, proposes to distribute the balance in his hands, to wit: $58,461.15, in accordance with
the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of
Cumberland County, Pennsylvania, as follows:
TO: FIRST UNITED METHODIST CHURCH, Carlisle, P A, Cash
TO: MR. and MRS. EUGENE E. SMITH, Cash
TO: EVELYNK. WERT, Cash
TO: DR. and MRS. STEVEN L. HA TLEBERG, Cash
TO: LAWRENCE and VIRGINIA PHILLIPS, Cash
TO: RAYMOND HOOVER, Cash
TO: PLAINFIELD LIONS CLUB, Cash
$ 8,351.60
8,351.60
8,351.59
8,351.59
8,351.59
8,351.59
8.351.59
TOTAL DISTRIBUTION:
$58,461.15
WHEREFORE, the said William F. Martson, Executor as aforesaid, respec fully proposes
to distribute the net balance of said Estate as stated above... ~
hi.
William F. Martson, Executor
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
William F. Martson, being duly sworn according to law, deposes and says: That he is the
Executor of the Last Will and Testament of Frances H. Smith, deceased; and that the facts set
forth in the foregoing Schedule of Proposed Distribution are true and correct the best of his
knowledge, information and belief.
William F. Martson, Executor
Sworn to and subscribed before me
this 15th day of May, 2002.
(f1U~
o ary Pubhc
NOTARIAL SEAL
CORRINE L. MYERS Notary Public
Carlisle Boro, Cumb9r1andCounty
M Commission Ex ires Ma 27, 2003
-6-
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMM~Al TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-, FILE NUMBER
21- 01 - 00627
ESTATE OF
Smith, Frances H.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
DESCRIPTION
VALUE AT DATE
OF DEATH
83.99
ITEM
NUMBER
1 AIlIlIst Bank, Account No. 0079789781
2
M&T Bank, Club Account No. 25004920 I 03972
320.87
3
Wilypoint Bank, Account No. 5500009485
2,862.88
4
Waypoint Bank, Account No. 1718006244
100.44
5
Waypoint Bank, CD 400713
899.28
6
Mellon Bank, Certificate of Deposit, Account No. 00792564
5,589.51
7
Mellon Bank, Savings Account No. 00180-451484
5,588.56
g
Edward Jones, uncashed distribution check
100.00
9
4,974.22
Currency and coins in House
Commonwealth of Pennsylvania, Property Tax Rebate
391.00
10
11
SSA, retroactive benefits
12.00
12
Edward Jones, Account No. 377-07077-1-3, cash balance
26.28
13
Palll Revere - Annuity; Policy No. 25952-00064 AN
10,143.84
14
Transamerica Life Insurance & Annuity Co.; Annuity No. 27304500
8,872.62
15
Postage Stamps in house
6.14
16
Prl>ceeds of public auction of 9/17/01
2,181.00
17
Prl>ceeds of public auction of 10/13/01
6,361.25
18
Sprint, refund of credit balance
11.98
19
Prl>ceeds from sale of currency
20.00
20
Prl)(ation of real estate taxes at settlement
757.56
49,303.42
TOTAL (Also enter on Line 5, Recapitulation)
Exh ,b./ ')4"
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F.IFILESIDA TAFlLEIWILLSI6862 WIL4-24-00
LAST WILL AND TEST AMENT
I, FRANCES H. SMITH, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property not
passing under this Will.
2.
I direct that all of the assets of my estate, both real and personal property, be converted into
cash, and that the residue of my estate be divided into seven (7) equal shares, to be distributed in the
following manner:
One (1) share to FIRST UNITED METHODIST CHURCH, 64 East North Street, Carlisle,
Pennsylvania, 17013;
One (1) share to MR. and MRS. EUGENE E. SMITH, or the survivor of them, now of 56
West Main Street, Newville, Pennsylvania, 17241;
One (1) share to my friend, EVELYN K. WERT, now of 1903 Douglas Drive, Carlisle,
Pennsylvania, 17013;
One (1) share to DR. and MRS. STEVEN L. HATLEBERG, or the survivor of them, now
of 636 Yorkshire Drive, Carlisle, Pennsylvania, 17013;
One (1) share to LAWRENCE PHILLIPS and VIRGINIA PHILLIPS, or the survivor of
them, now of 506 Brighton Place, Mechanicsburg, Pennsylvania, 17055;
One (1) share to RAYMOND HOOVER; and
One (1) share to the PLAINFIELD LIONS CLUB, Plainfield, Pennsylvania, 17081.
'liS'
F.H.S.
Page 1 of 3 Pages
E ' I ~ '1/.111
Vfl II?, I U
3.
I nominate, constitute and appoint WILLIAM F. MAR TSON as Executor of my estate.
4.
I direct that my Executor shall not be required to file a bond to secure the faithful
performance of his duties in any jurisdiction.
5.
I authorize and empower my Executor, in his sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as he may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power
as my personal representative considers desirable and to pay reasonable compensation for such
services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such
instruments as may be necessary to carry out any of these powers. In addition, I direct that my
personal representative shall have the power to conduct an inventory of any safe deposit box
necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto.set my hand and seal this 24th day of April, 2000.
~<4. )/.. ~ (SEAL)
Frances H. Smith
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, have hereunto subscribed
es as witnesses theret , in the presence of the said Testatrix and of each other.
. JJf ~ l' ~t,---
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, Frances H. Smith, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
~
~lrf~
Frances H. Smith
Sworn or affirmed to and acknowledged before me by Frances H. Smith, the Testatrix, this
24th day of April, 2000.
COMMONWEAL TH OF PENNSYLVANIA
~:~~
Notary Public
NOT ARIAl SEAL
CORRINE l. MYERS, Notary Public
~ SS. ~~~~~~~;~~~~~n~'&3
COUNTY OF CUMBERLAND
)
We, Benjamin T. Warner and Marcia Y. Compton, the witnesses whose names are signed
to the attached or foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw Frances H. Smith, the Testatrix, sign and execute the instrument as her
Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and
voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the
Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that
time 18 or more years of age, of sound mind and under no constraint or undue influence.
~~~ TIA...
Address . 10 East HIgh Street
. Carlisle, P A 17013
2i ~ryI-
" d_~ '. ~. ~
Ad s ,tEast Hi Street
Carlisle, P A 17013
Sworn or affirmed to and subscribed before me this 24th day of April, 2000.
~AA'~~O~
Notary Public
NOT ARIAl SEAL
CORRINE l. MYERS, Notary Public
Carlisle Bora, CumberlandCounty
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~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP <01-02)
MARK A DENLINGER
MARTSON ETAL
10 E HIGH ST
CARLISLE
'02 JUiJ 10
ESQ
/\8 :00
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-2002
SMITH
06-20-2001
21 01-0627
CUMBERLAND
101
FRANCES
H
f''1' : ~
Allount Rellitted
L
PA Clt1!113.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i6'ifj-ix--AFP--foY:02Y------...--iNirERiYANCE--YAX--STATEMEN'Y-cfF'-ACCOUNT--...------------------ ---
ESTATE OF SMITH FRANCES H FILE NO. 21 01-0627 ACN 101 DATE 06-03-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-22-2002
P R I N C I PAL TAX DUE: "",".........."."""",............."",.""..._........",,,,.,,............,,,,,,,,,...........""""............."..",,,...........,,..,,,,............,,,,,,.............,,,,,,,.............","........
9.385.50
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-18-2001 CDOO0276 421.05 8.000.00
05-10-2002 CDOO1l62 8.06- 972.51
TOTAL TAX CREDIT 9.385.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .01
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .01
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR).
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT meke check or money order payable to: REGISTER OF WILLS, AGENT,
If NON-RESIDENT DECEDENT make check or money order payable to: COttttONWEAL TH OF PENNSYLVANIA,
REFUND [CR): A refund of a taK credit, which was not requested on the TaK Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate TaK" [REV-13l3). Applications are available at
the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z4-hour
answering service for forms ordering: l-800-36Z-Z050j services for taKpayerS with special hearing and I or
speaking needs: l-800-447-30Z0 [TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual TaKes, ATTN: Post Assessment Review Unit, Dept. Z8060l, Harrisburg, PA l7lZ8-060l, phone
(717) 787-6505.
DISCOUNT:
If any taK due is paid within three (3) calendar months after the decedent's death, a five percent [5X) discount
of the taK paid is allowed.
PENALTY:
The l5X taK amnesty non-participation penalty is computed on the total of the taK and interest assessed, and not
paid before January 18, 1996, the first day after the end of the taK amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one [1) day from the date of
death, to the date of payment. TaKes which became delinquent before January 1, 198Z baar interest at the rate of
siK [6X) percent per annum calculated at a daily rate of .000164. All taKes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year
Interest Rate DailY Interest Factor
Year
Interest Rate
Daily Interest Factor
198Z ZOX .000548 199Z 9X .000Z47
1983 l6X .000438 1993-1994 7X .00019Z
1984 llX .000301 1995-1998 9X .000Z47
1985 l3X .000356 1999 7X .00019Z
1986 lOX .000Z74 ZOOO 8X .000Z19
1987 9X .000Z47 ZOOl 9X .000Z47
1988-1991 llX .000301 ZOOZ 6X .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the taK becomes delinquent will reflect an interest calculation to fifteen [15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Lt( '" 'II
C
C;~.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
Frances H. Smith
Date of Death:
June 20, 2001
File No.:
21-01-0627
Social Security No. :
204-30-7417
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state thefollowing:
a. Did the personal representative file a final account with the Court?
Yes x No
b. The separate Orphans' Court No. (if any) for the personal
i'- representative's account is:
c.
Did the personal representative state an account informally to the parties in
interest?
Yes No x
/.
d.
Date:
Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans / Court and may be attached to this report.
-_-: J!~ A~-
September 10,2002 Signature: '/ ..
Name: Mark A. Denlinger, Esquire
Address: MARTS ON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PAl 70 13
(717) 243-3341
Counsel for personal representative
",'
,;:.J
MAD/vlo
F:\FILESIDA T AFILEIEST A TES\68621.srep
F:IFlLESIDA T AFILEIEST A TESI6862-notice.cer
r:
--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: FRANCES H. SMITH
Date of Death: June 20, 2001
File No. 21-01-0627
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about August 1, 2001.
First United Methodist Church, 64 East North Street, Carlisle, PA 17013
Mr. and Mrs. Eugene E. Smith, 56 West Main Street, Newville, PA 17241
Evelyn K. Wert, 1903 Douglas Drive, Carlisle, P A 17013
Dr. and Mrs. Steven L. Hatleberg, 636 Yorkshire Drive, Carlisle, PA 17013
Lawrence and Virginia Phillips, 506 Brighton Place, Mechanicsburg, P A 17055
Raymond Hoover, 479 Wolfs Bridge Road, Carlisle, PA 17013
Plainfield Lions Club, Plainfield, P A 17081
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
. r ;
Date: August 1,2001
Signature
Name
!~1i~,
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341 _
Attorneys for Personal Representativ~
MARTSON DEARDORFF WILLIAMS & OTTO
MJ2W&O
ATTORNEYS & COUNSELLORS AT LAw
WILLIAM F. MARTSON
JOHN B. FOWLER III
EDWARD L. SCHORPP
DANIEL K. DEARDORFF
THOMAS J. WILLIAMS'
Ivo V. OTTO III
GEORGE B. FALLER JR.'
CARL C. RISCH
MARK A. DENLINGER
'BOARD CERTIFIED CIVIL TRIAL SPEClAUST
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
FACSIMILE (717) 243-1850
INTERNET www.mdwo.com
September 18, 2001
Mary C. Lewis
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
RE: Estate of Frances H. Smith
Estate No. 21-01-0627
Date of Death: June 20, 2001
Dear Mrs. Lewis:
Enclosed with this letter is estate check number 126 in the amount of$8,000.00 representing
the discount payment of Pennsylvania Inheritance Tax in the above-referenced estate.
Will you please issue the appropriate receipt and forward it to me at the above address. I
thank you in advance for your prompt attention to this matter.
Very truly yours,
MARTSON DEARDORFF WILLIAMS & OTTO
/JJ~ -1ff/~
WilliamF. Martson
WFM/tlm
Enclosure
HAND DELIVERED
F:\FILES\DA T AFILEIEST A TES\6862.row.wpd
I N FOR MAT ION · A D V ICE · A D V 0 CAe y SM
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MARTSON DEARDORFF WILLIAMS &
TEN EAST HIGH STREET
CARLISLE, PA 17013
__~.u__ fold
ESTATE INFORMATION: SSN: 204-30-741 7
FILE NUMBER: 21-2001- 0627
DECEDENT NAME: SMITH FRANCES H
DATE OF PAYMENT: 09/18/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/20/2001
NO. CD 000276
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: WILLIAM F MARTSON
C/O MARTSON DEARDORFF
CHECK#126
SEAL
INITIALS: SK
RECEIVED BY:
$8,000.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS