HomeMy WebLinkAbout02-0195PETITION FOR PROBATE and GRANT OF LETTERS
Estate of RONALD N. SMITH
also known as
, Deceased.
Social SecurityNo. 208 24 0586
No.
To:
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or Older an the execut, rix
in the last will of thc above decedent, dated
and
in the
codicil(s) dated ..July 12, 1999
named
,19.~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h -i~ last family or principal residence at 3605 Kohler Place~ Camp Hill (Hampden
Twonship), Pennsylvania 17011
(list street, number and muncipality)
Decendent, then 70 . years of age, died February 9 ,~lJ. 2002
at his res-idence ' .,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the wil! offered for probate; was noi the victim of a killing and was never adjudicated
incompetent:
Deccndent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ ,~ ~'. F~::,~ ~7
(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:
WHEREFO.RE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herexvith and the grant of letters testamentary
t
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND ) ss
Sworn to or affirmed and subscribed
oe~orc mc tins _~m _ day of I
The petitioner(si abovc-nan,~ed swear(s) or affirm(s) that the statements in the foregoing petition are
truc and correct ~o ti~c best of h
t,,e knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of thc above decedent petitioner(s) will well and truly administer the estate according to law.
No.
Estate of RONALD N. SMITH , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 2 2, 2 0 0 2 Rg~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JULY 1 2, 1 9 9 5
described therein be admitted to probate and filed of record as the last will of RONALD N SM I TH
and Letters TESTAMENTARY
are hereby granted to CAROL R TUMMINELLO ,
FEES
Probate, Letters, Etc .......... $.
Short Certificates(7) .......... $
l~~Rrkx, ex.~re, paqe ~.
jcp $
TOTAL __ $
60.00
15.00
101.00
FEBRUARY 22, 2002
Filed ...................................
PICKED OP ON 2-22-2002 '
( C('/LEWi~e~!~terofWills
MARY
William A. Yocum 06263
ATTORNEY(Sup. Ct.I.D. No.)
3001 Market Street, Camp Hill, PA
ADDRESS
717-761-5041
PHONE
17011
105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 8030059
No.
Local Registrar
Date
,~5 144 Rev. 1191
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
Ronald N Smith TXMale ~U~':T~T~EER':FI: N u M B E R -IDATE OF DEATH (MCmlh' DaY' Yea0
-- ~. male ~3. ZUO~Z~-UD~b 14 February 9, 2002
~CU~l~ KIND ~ 'USINES~INDU~Ry ~ O~J~T E~R IN OEOE~NT'S EDU~
: ' - - 'S (Slr~, C"y~own, Slate, Zip C~) IDECE~NT, S 14. 15.
ACTUAL.
FATHE ........ 17b. C~IV~1~ '~pmhip?
'". ~ ~th {MOTH~'S NAME (F.sI, M~O~, Ma~e~ ~m~e) _
=:'~HODOFDISPO.TI~ ~ __ ID~EOFDISPOSITION ,p~EOF~SP~~ ~ne.~ton, PA 19540
~ ~ Bu~l~ Cra~.;b.~ ~m~fr~Ime~ I(M~th, Day,~r ]ortho.ace ua-aamemuemeeu, Crema{o~ {L~ATl~-Ci~n, Stme, ZipC~e
,~,i~) Occlusive Coronary Artery Disease
================_,. ..........................
'MEDICAL EXAMINER/CORONER -
6375 Basehore Road, Suite
Hechan~csburg, Pa. 17050
R~C\WILL~\SMITH'R.WILL
July 12, 1999
LAST WILL AND TESTAMENT
OF
RONALD N. SMITH
21-02-195
I, RONALD N. SMITH, of Camp Hill, Cumberland County, Pennsylvania, being
of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this my Last Will and Testament, hereby revoking any and all prior wills and
codicils thereto by me at any time heretofore made.
FIRST
I direct that all my just debts and the expenses of my last illness and funeral shall
be paid from the assets of my estate as soon as practicable after my decease.
I direct that my remains be cremated as soon as practicable after my decease. I
direct that Myers-Harner Funeral Home handle any service in my memory. It is my
desire not to have a viewing. It is my desire not to have an elaborate memorial service.
I direct that my remains be buried next to my wife at St. John's Cemetery.
SECOND
I give and bequeath all automobiles, household effects and other tangible personal
property, not including cash or securities, owned by me at my death, together with all
policies of insurance thereon, in equal shares to my then living brothers and sisters. I
~/~onald N. Smith
Page 1
R~C\WIL~S\SMITH'R.WILL
July 12, 1999
hereby specifically exclude my half-sister, HELEN MILLER, from this provision of my
Will.
THIRD
I give, devise and bequeath the residue of my estate, of every nature and
wherever situate, in equal shares to my then living brothers and sisters. I hereby
specifically exclude my half-sister, HELEN MILLER, from this provision of my Will.
FOURTH
All principal and income, until actual distribution to the beneficiaries, shall be
free of the debts, contracts, assignments, alienations and anticipations of any
beneficiary, and the same shall not be subject to any levy, attachment, execution or
sequestration.
FIFTH
I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary
estate as a part of the expenses of the administration of the estate.
SIXTH
My personal representative shall have the following powers in addition to those
vested in them by law and by other provisions of this Will:
WRonald N. Smith
Page 2
R~C\WILL~\SMITH'R.WILL
July 12, 1999
of any beneficiary.
To retain any or all assets of my estate, real or personal, without regard to
any principle of diversification, risk or productivity.
To invest in all forms of property as my fiduciary may deem proper,
without regard to any principle of diversification, risk or productivity.
To purchase investments at a premium or discount.
To exercise all rights of a security holder or shareholder in any corporation;
to give proxies; to join in any merger, consolidation, reorganization, voting
trust plan, or other concerted action of security holders; and to delegate
discretionary duties with respect thereto.
To sell at public or private sale, to exchange or to lease, for any period of
time, any real or personal property, and to give options for sales, exchanges
or leases, for such prices and upon such terms or conditions as my fiduciary
deems proper.
To allocate receipts and expenses to principal or income, or partly to each.
To borrow money from my corporate fiduciary or others and to mortgage
or pledge any real or personal property as security therefore, in my
fiduciary's sole discretion.
To compromise any claim or controversy without order of court or consent
Page 3
REC\WILL~\SMITH'R.WILL
July 12, 1999
Jo
To exercise any option, right or privilege granted in insurance policies or
arising from ownership of investments.
To make any distribution herein provided for in cash, in kind, or partly in
each, at valuations fixed by my personal representative at the time of
distribution.
My fiduciary may, in his or her sole discretion, donate any part or all of my
tangible personal property to any charitable organization(s) which would
benefit from such donation.
value of said donation(s)
My fiduciary is then instructed to use the
as an inheritance tax deduction for any
inheritance tax return which may be required to be filed as a consequence
of my death.
SEVENTH
I appoint my sister, CAROL Ro TUMI~INELLO, of Mohnton, Pennsylvania,
Executrix, of this, my Last Will and Testament. Should my sister, CAROL R.
T~LLO, predecease me or for any reason fail to qualify as such Executrix, or
having qualified, fail to serve as such Executrix, then ! nominate, constitute and appoint
my sister, MARY C. I-IEIBEL, of Saint Leonard, Maryland, Executrix of this My Last
Will and Testament.
Page 4
REC\WILDS\SMITH'R.WILL
July 12, 1999
EIGHTH
My Executrix shall not be required to post security in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of five (5) typewritten pages, the first four (4) of which
bear my signature in the margin for the purpose of identification, this 12th day of July,
~MITH, Testator
Signed, sealed, published and declared by the above-named Testator, RONALD
No SMITH, as and for his Last Will and Testament, in the sight and presence of us, who,
at his request, in his sight and presence and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
Address
Address
Page 5
RE~C\WILL~\SMITH'R.WILL
July 12, 1999
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CLqVIBERLAND )
SS:
I, RONALD N. SMITH, THE TESTATOR, WHOSE NAME IS SIGNED TO THE FOREGOING
INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY
ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND
TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND
VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED.
SWORN OR AFFIRMED TO AND ACKNOWLEDG~E~FORE ME BY R~Oy^nn N. SMITH,
THE TESTATOR THIS 12th DAY OF July, 1999·
~ON~D N. S~TH, Tes~at0r
Notary Public[ ~ta~a~
~i A. R~, ~ Pu~
~ Ha ~o, C~ ~y
: ~: Me~r. ~nnsy~a ~tion ol No, ties
THE WITNESSES WHO~E N~ES ~E SIGNED TO THE FOREGOING INSTR~ENT, BEING
D~Y QU~IFIED ACCORDING TO ~W, DEPOSE ~D SAY T~T WE WERE PRESENT ~D
SAW THE ~ORESAID TESTATOR SIGN ~D E~C~ THE INSTR~ENT AS HIS ~ST WILL
~D TEST~ENT; T~T HE SIGNED WILLINGLY ~D T~T HE E~C~ED IT AS HIS FREE
AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; T~T EACH OF US IN
THE HE~ING ~D SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES; ~D T~T
TO THE BEST OF O~ ~OWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR
MORE YEARS OF AGE, OF SOlD MIND ~D ~DER NO CONST~INT OR ~DUE
INFLUENCE.
SWORN OR ~FIRMED TO ~D S~SCRIBED TO BEFORE ME, THIS 12th DAY OF JULY
,1999.
~ness ~
Notary Public
_ I,~m] A. Rlcl~m:l, Notary put~c
~y ~ E~. 1, ~
Member. Pennsylvania ~sociation of Notane~
PAGE 1 OF 2 PAGES
CgRTIFICATIOH OF I'IO'I'IC['; UI'IDI!;I( I(UJ,g 5.6(a_gJ_
o'f. Decedent;
D'ate of Death;
RONAL~DD N'. SMITH
02-09-02
Nill Ho.. ''21~'200~-0195
To the p,e. 9i~te£.:
A~.in.
""I ~ei"ti£y th'at llotice of belteficial i~lterest r~qulred by
Kule 5.6(a) of the Orphans' Court :l~uleu was served on 'ur mailed gu
.tile follo.win~ beneficiaries uf t]t~ above-captiui~ed eutat~ oil
:
~Add re,,; s
ELEANOR lq. ~/EITZEL
117 North 33rd St., Camp Hill, PA 17011
GEORGE lt. SMITH
SHARON ~. SMITIt , '
19 Mullsh~re Lane Willln boro N.J 0
807 Santa Fe Trai., Wood Stock. GA 30189
JUDITH A. SMITtt ...
2390 Lambs Gap Road, Enola, PA 17025
· ( CONTINUED ON SECOND PAGE)
]'lotice ha.s now been giveii to ,ail peJg'sollU el~titled tllereto under
Rule. 5,6 {a} except_ ' ':: S'EE;..~AGE TWO ATTACHED HERETO
Da t e: b--F_~6 2~_29_Q2
CD
Hame Willlam A. Yocum
Addresu_3ool lqarket Street
Camp HJll, PA 1701l
PAGE 2 OF 2 PAGES
CEI{TIFICATION OF NOTICE UNDER RULE 5.6_i_~
· ~tame 0'f. Decedent:
Date of Death:
Will No._ '21'-2062-0195
No.
To the Register:
"'I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court :Rules was served on 'or mailed tu
· tim folio.wing beneficiaries of the above-captioned estat~
:
CARO~ R. TU~IN~O'
MARY C. HEIBEL
NORMAN A. SMITH
_Address
4 Cedarwood Lane, Mohnton, PA 19540
615 Orrtanna Road Orrtanna PA 173
119 N. Enola Drive,_Enola_z__pA 17025
GARY R. SMITH '" 807 Santa Fe Trail, Wood Stock, GA 30189
' THERESE E. BUCHANAN 7246 ~rchlaw Dr. Clifton, VA 20124
HELEN MILLER 76-907 Turendot Street, Palm Dessert, CA
9221-7626
Notice .ha~ now been given to all persons elltitled tllereto ulld~r
llule.5,6{a) excep~ NONE
Sig~,ature ~7 ~ -
}~ame.,, William A. Yocum
Camp Hill, PA
· Telepho~e (7171 7'61-5041
Capacity:
17011
X
l'ersmml ll.~presel~ta rive
Couilsei for'personal
rspres eh.La t'iv~
OFFICIAL USE ONLY C.~
REV-1 500 /
REVENUE / F~LE NU~E~ ---- ~
~~~DEPT. 280601INHERITANCE TAX RETURN ~_ ~ ~ ~
~HARRISBURG, PA17128-0601 RESIDENT DECEDENT /~c~ ~ ~
DATE Of DEATH (MM-DD-YEAR)
~,- og- o~
DATE Of BIRTH (MM-DD-YEAR)
IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
uJ
[--~1. Original Return
[~4. Limited Estate
~---1 6. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
[~2. Supplemental Return
[~] 4a. Future Interest Compromise (date of death after 12-12-82)
E~7, Decedent Maintained a Living Trust (Attach copy of Trust)
-J 10. Spousal Poverty Credit (date of death between 12o31-91 and 1-1-95)
---~ 3. Remainder Return (date of death prior to 12-13-82)
['~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[---~ 11. Election to tax under Sec, 9113(A) (A~ach Sch O)
z
u.I
o
z
o
u.i
o
NAME
FiRM NAME0fAppli~ble)
TELEPHONE NUMBER
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Persona[ Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
~--~ 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)
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)
13.
COMPLETE MAILING ADDRESS
,,Vloa/v-~-'o,,v,
(1)
(4)
(5) ,-/?,
/ - /
(6)
(7)
(9) ?~' U~Y-
(lO) //J/./?
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
·
~JOFFICIAL :USE ONLY
I
14. Net Value Subject to Tax (Line 12 minus Line 13)
I,) /i? /1 ? ' ?/
(12)
(13)
(44)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x
(18)
19. Tax Due (19)
Decedent's Complete Address:
STREET ADDRESS
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
STATE
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. 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.
(3)
(4)
(5)
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
I z~P/2'0 / /
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; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
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? ........................................................................................................................ [] []
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 return, 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 representative is based on all information of which preparer has any knowledge.
DATE
ADDRESS
SIGNATURE OF PREPARER OTHERft~AN'~EP~S~NTATIVE DATE
ADDRESS
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. {}9116 (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. §9116 (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. §9116(a)(12)].
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. §9116(1.2) [72 P.S. §9116(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. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
ITEM
NUMBER
1.
,,5--
7
?
/0
./6
/7
/?
/?
SCHEDULE B
STOCKS & BONDS
DESCRIPTION
VALUEAT DATE
OF DEATH
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (1~7) j~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF . FILE NUMBER
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
!
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
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Blue Book Pri ate Party Report
Pennsylvania · March 4, 2002
2001 Chevrolet Cavalier Sedan 4D
Engine: 4-Cyl. 2.2 Uter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 2,300
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mechanical condition add needs no reconditioning. It should pass a smog
inspection. The engine compartment should be clean, with no fluid leaks. The
paint is glossy and the body and Interior are free of any wear or visible
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REV-1511 EX+ (12-99) ~.,,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Debts of decedent must be reported on Schedule I.
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) ('~'"~'.,~.,~__~,~. .&¢~. ~'7).,~./.,~,,¢//u/,~-~/!
Social Security Number(s)/EIN Number of Personal Representative(s)./.~/~. _ -_~.
Street Address ~ ~-'~.,,~..._--..,~,~c~..4~ Wc)~_/'~
City _/,~¢,,~?/W-~'~_/V' State"~ Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Myers-Harner Funeral Home, Inc.
1903 MARKET STREET · P,O, BOX 291
CAMP HILL, PENNSYLVANIA 17011
Robert H. Hamer, Supervisor Phone: (717)737-9961
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Char~es are only for those items that you selected or that are required.'If we are required by law or by a cemetery or cremttory to use any items, we will
explain in writing below.
If you selected a funeral that may require embalming, such a~ a funeral with viewing, you may have to pay for embalming. You do not have to pay for embalming
you did not approve if yo~,jselected arrangem~erlo such. asa direct cremation or immediate burial. If we charged for embalmin~, we will e~pltin, why below.
For the Service or ~.ONT~ ~ ,/X/..~t~ I ~'/') ' Date o! Death,
Name Address
A. CHARGE FOR SERVICES SELECTED,
l. PROFESSIONAL SERVICES
Services of Funeral Director/Staff .... $//~OC.C~,
Embalming ...................... $ '~
Other preparation of body
City
Other clothing
' State
Cremation urn ................... $ ~
(Description)
SUB-TOTAL OF PROFESSIONAL SERVICES ......... A1 $.~
2. FACILITIES AND SERVICES
Use of fa.c!lities and services for
viewing (Visitation/Wake) ......... $
Use of facilities and Services~'
for funeral ceremony ............ $
Use of facilities and services for
Memorial Service ............... $/Aff..~ ·
Use of equipment and services
for $.,'aveside service ............. $ ~
Other use of facilities
SUB-TOTAL OF FACILITIES/EQUIPMENT ........... A2 $~
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home.
Locai .................... i ...... ~//Oc.~-.
Hearse (Casket Coach)
Local ........................... $~
Limousine
Local ........................... $~
Family cat
Local ..... ,.,. .................... $~
Flower car or floral disposition
Local ........................... $
Lead car/clergy car
Local ........................... ;/AJ (.~,
Car for pallbearers
Local ........................... $~
Out of town transportation ......... $ ~
$~
$~
SUB-TOTAL OF AUTOMOTIVE EQUIPMENT ........ A3 $.~
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE
EQUIPMENT ................................... A $~
B, CHARGE ~FOR MERCHANDISE SELECTED~
Casket .......................... $
(Description)
Other Receptacle ................. $
(Description)
Outer burial contain.er.~ff~ ...... S ~__'~
OTHER $
TOTAL MERCHANDISE SELECTED .................. B
C. SPECIAL CHARGES;
Forwarding of. cemalus to
(Funeral Home)
Receiving of remains from
cr
(Funeral Home)
Immediate Burial ........... ,..
Direct Cremation .W/./)'~,t'.~.:,
SUB-TOTAL OF SPECIAL CHARGES
D. CASH ADVANCED
Opening Grave .................. $
Cemetery Equipment ..............
Lot and Deed ....................
Newspaper Notices--Local .........
Newspaper Notices--Out-of. town .... $
Telephone & Telegrams ............ $
Alrfare ......................... $
Clergy/Mass Offering ...........'"7... $~,~t~'lt
Pallbearers ......................
Certified CoPie:i o~ thc Death
certificate ... .....
Police Escort .................... S__
Flowers ' $
Vault Se ice Char e
.......
suii-TOTAL OF ADVANCES ....................... D
We charge you for our Services In obtaining:
(sptcify cash ad~ance~ that are marked-up)
SUMMARY OF CHARGES
A, Professional Services, Facilities and
Equipment, and Automotive
Equipment ...................... $
C. Special Charges ..................
D, Cash Advances ...................
TOTAL OF ALL SECTIONS ........................ $
PAID AT TIME Oi~ OR PRIOR TO
ARRANGEMENTS ................................ $
TOT.~ OF PROFESSIONAL S£RVICES,
"FACILITIES AND AUTOMOTIVE
EQUIPMENT ................................... A S
B. CHARGE FOR MERCHANDISE SELECTED:
Casket .......................... ~
(Description)
Other Receptacle ................. $ ~
(Description)
Outer burial conta!n~r^l~:~ ...... $ ~,~__'CO
(Description) ,~. ~J' ~-~ ff'LO~
Acknowledgement cards ...........
Register book(s) ..................
Memory folders .................. $
Prayer cards .....................
Temporary grave marker ........... $
Burial clothing ................... $
(specify ccub advances that are marked, up)
SUMMARY OF CHARGES
A, Professional Services, Facilities and
Equipment, and Automotive
Equipment ......................
B, Merchandise .....................
C. Special Charges ..................
D, Cash Advances ...................
TOTA'. OF SECtiONS
^S OEMENTS ................................ ,
)UE ..................................
REASON I:OR~ALMING
If any law, cemct~:ry, or crematory rcquircmcnts have required thc purchase
of any of the items listed above the hw or requirement is explained below,
I al~:e that I have examined the items of goods and services selected above and found them to be correct and according to the arrangements I have requested, I acknowledge
receipt of a copy of this Statement of Funeral Goods and Services Selected, I represel~xhat I have sufficient funds available for payment of the cash price for the goods
Thos~ costs may include ~ttomey$' fees, court costs and other costs.. Any additional services or merehand~ ordered or requested :ffter the date of this a~'ecment will
(Seal)be con.si..4.C~(... ~"'e.,4...~part of this){<..~ _~-"-'~'.'"~~~a~"l~cnt~'~'Jld thc cost thereof will be reflected on the final bill or stateroom, c:~
· (Purcfi. r)'
(Seal) / (Licd~d J~ner~l Director)
(Purchaser)
James Gingrich Memorials'
5243 SIMPSON FERRY ROAD
MECHANICSBURG PA 17050
e
5/1/2002
125022
CAROL TUMMINELLO
4 CEDARWOOD LANE
MOHNTON PA.
19540
Item Description ~' '
Inscription work for: SMITH, RONALD
ITEM SUMMARY
Qty; -
Price Each
95.00
To~l
95.00
Total
95.00
Lettering was done on: 5/1/2002
Please call us with any questions at (717) 766-5622
cut along doffed line
James R.
-5243Sim
CEMETERY
NAME OF DECEASED
LETIERING ~.EQUIRED
INSCRIPTION~RDER FORM -
FAMILY NAME MEMORIAL
TYPE OF MONUMENT
LOCATION: DRAW A PRECISE MAP OF LOCATION
IND. NAMES ~N MEMORIAL
COLOR OF (~RANITE
OF MEMORIAL ON gEMETERY (Use back of work order copy if necessary)
BILL TO:
I
DAZE
ORDiERED BY
UPON EXAMINING THE ABOVE INSCRIPTIONS I/WE THE UNDERSIGNED FIND THE SPELLING AND DATES TO BE
CORRECT. THE WORK WILL BE COMPLETED AS IT IS ACCUMULATED, NO SPECIFIC COMPLETION DATE IS
GUARANTEED.
'Ir,pi. F.,.I,,, q z,o2
SIGNED
PRICE $., ~ ~"'. 0 0
DEPbSIT $
BAI'~NCE DUE $. ~,~', CO
DATE ENTERED
FUNCTION
NAME :i
ADDRESS
~nigtTts of (~olumbus
Council 4068
231 7 Old Gettysburg Pike
Camp Hill, PA 17011
d__~0 Cv~-~-~c ~, .~~c-~ (717) 737-2851 ] .
DATE ~/ ~/ 200~
/
3EPOSIT CASH CK ] CHARGE ON ACCT.
3UAN. DESCRIPTION PRICE AMOUNT
~T~,~ ~ //~
SUBTOTAL 7~5
Mrs. Carol Tumminello, Executrix
4 CedarwoodLane
Mohnton, PA 19540
WILLIAM A. YOCUM
ATTORNEY AT I_AW
3001 MARKET STREET
CAMP HILL. PA 17011
AREA CODE 717
TELEPHONE 761-5041
March 28, 2002
Re: Estate of Ronald N. Smith, deceased
Dear Carol:
Following is a bill for services rendered to date:
2-18-02
~2-19-02
2-19-02
2-19-02
2-20-02
2-20-02
2-20-02
2-20-02
2-20~02
25 minutes- Carol
5 " - " phone call
2:45 to 4:25 PM conference - 100 minutes
call to Coroner - 10 minutes
11 11 II -- 1 !1
" from
~ to Carol (long Distance) - 10 minutes
Call to Debra Cantor, Esquire (Adler & Reager) for will - 5 minutes
Research - Coroner's authority to preclude entrance to apartment - 45 minutes
2-20-02 Ball to Coroner's attorney~;- 10 minutes
2-20-02 ~all from Coroner's attorney - 5,minutes
2522-02 Conference and trip,to Court HouSe.to probate will - 11:00 to 1;15 - 135 minutes
2-25-02 Preparation of Notices to 10 individuals and certification to Register of
Wills as to mailing of same~- 30 minutess
Cost of typing notices & Certification $24.00 (assumed by me)
2-26-02 Call to Carol - 10 minutes
2-28-02 Letters to Cumberland Law 3ournal & Harrisburg PaTriot-News ordering
advertising - 15 minutes
3-1-02 Preparation and mailing request for short certifiaates from Register
of Wills 10 minutes
~+02¢~Calt~:torEleanor - 10 min~tes
B~5~02 Call from Carol - 10 minutes
3-~02 Call " " - 5 "
3-27-02" " " - 5 minutes
TOTAL - 7.60 hours @ $125/hour ......
$950.00
If you have any questions, feel free to discuss them.
Very truly.yours,
William A. Yo~um ~-'
Hartman & Scheuchenzuber
A Professional Corporation
Certified Public Accountants
4823 E. Trindle Road, Suite 200
Mechanicsburg, PA 17050
(717) 761-4000
Ronald N. Smith Estate
C/O Carol R. Tumminell0
4 Cedarwood Lane
Mohnton, PA 19540
April 09, 2002
For professional services rendered re:
Conference in our office on March 13, 2002 to review tax information required
to prepare the 2001 individual taxes; preparation of 2001 individual Federal
Income Tax Return and State Income Tax Return; telephone conferences
regarding matters related to the preparation of the 2001 tax return, the 2002 tax
remm and the required estate tax filings ~
Amount °fthis invoice $ 345.00
0 - 30
345.00
31- 60 61 - 90 91.120 Over 120 Balance
0.00 0.00 0.00 0.00 345.00
A FINANCE CHARGE of one and one-hair;(1 I/2) percent per month (annual rate of 18%) will be added to any account balance
which remains outstanding for more than thirty (30) days from the date such balance is first invoiced.
RECEIPT FOR PAYMENT
Cumberland_CountyTM Register Of Wills
Hanover and Hiqh Street
Carlisle, PA I7013
SMITH RONALD N
Receip~ Date
~eceSp~ Time
~ecelpu No.
:49:52
1028430
File Number
Remarks
Transaction Description
PETITION FOR PROBA
SHORT CERTIFICATE
JCP FEE
EXTRA PAGES
Check# 671
Total Received .........
2002-00195
CAROL R TUMMINELLO
JA
Distribution Of Receipt
Payment Amount
60.00
21.00
5.00
15.00
101.00
101 00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & UNTR M.D
CUMBERLAND COUNTY GENERAL FUN
COMMONWEALTH OF PENNSYLVANIA
INHERIfANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
7,.5-'- (,, (~3 o'-A ~, /
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
/0.
'~o -. F/es ~ ,c'-- v/,1/~,e-/7 o/,7
~o/~qc,,q4 Y' 7'7. i/.
l/z-,,e / z ~ /¢
7,5 .'7'oo
,,5-'-/. oo
?/. /~--
4Z.5'-0. o o
,:~--? 9, 1'4
~3.~o
/.00. oo
/Oc), oo
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
RECEIPT FOR PAYMENT
Cumberland_'County- Register Of Wills
Hanover and Hiqh Stree~
Carlisle, PA I7013
SMITH RONALD N
Receipt Date
Receipt Time
Receipt No.
: 9:52
1028430
File Number
Remarks
2002-00195
CAROL R TUMMINELL0
JA
Transaction Description
PETITION FOR PROBA
SHORT CERTIFICATE
JCP FEE
EXTRA PAGES
Distribution Of Receipt
payment Amount
60.00
21.00
5.00
15.00
Check# 671
Total Received .........
01.00
01 00
Payee Name'
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & ENTR M.D
CUMBERLAND COUNTY GENERAL FUN
30. oo
CLASSIFIED
ADVERTISING
INVOICE
Questions regarding this invoice call (717) 255-8138
To Place your ad Call Classified (717) 255-8121
Tearsheet Requesl call (717) 255-8417
INVOICE NO.
CLASS STARTDATE
WILLIAM A. YOCUM
ATTORNEY AT [.AW
3001 MARKET STREET
CAMP HILL.
PA 17011
STOP DATE TIMES
SIZE
1.
AD AMOUNT
BOX CHARGE
AFFIDAVIT CHARGE
BOLD PR INT
ATTENTION GETTER
DEBIT MEMO
1. 75
3. O0
CREDIT MEMO
DISCOUNTS
ACCOUNT NO. ACCOUNT NAME ADVANCE PAYMENT
DESCRIPTION OR TAG LINE ESTATE OF .SM];TH TERMSI DUE. UPON
1
91. 15
RECEIPT
PLEASE DETACH AND RETURN WITH PAYMENT - DO NOT SEND CASH
INVOICE NO. ']'C 5c~ 5 c2,"B 5 J. M
HARRISBURG, PA 17106-0367~;~ ' ACCOUNT NUMBER EXP. DATE
FED. ID#:23-1304402 ~; ACCOUNTNO. 17~150'""'1~,1]:L, AMOUNTPAiD 15 1 ~
TIlE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
UnderAct No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Frank J. Epler being duly sworn according to law, deposes and says:
That he is tile Controller of The Patriot News Co., a corporation organized and existing under the laws of tile
Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the
City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The
Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the
City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th,
1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That tile printed notice or publication which is securely attached herelo is exactly as printed and published in
their regular daily and/or Sunday/ Metro editions which appeared on the 12th, 19th and 26th day(s) of March 2002.
That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that
all of the allegations of this statement as to the time, place and character of publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on beilalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and
adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in
the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION .--' ..... ; -: :;, ~
C O P Y c-~'2 .C;wr~rn to and subscribed before me this 28th dawof March 2002 A D
T,e, rry L. RUSS(all. "Olary Public
I Harrisburg. Dauphin Coun v _], .4_ / ~/ ~./L. C'.'X/j~ ~,(...,. L_..
I My Comm'sslon Exp res June 6;2002 I NO'TARY PUBLIC
Member, Pennsylvania Association el Notades My commission expires June 6, 2002
LETTERS TESTAMENTARY In/he Es-
tate at Ronald N. Smnh, late of Hampden
Township, Cumberland Courtly, Pennsylva-
nia, deceased, having been granted to the
derslpned, all Persons being Indebted fo sold
Estate will please make settlement of once,
and all Persons having claims will present the
some without delay to:
Carol R. Tummlnelle, Executrix
4 Cedarwood Lane
· Mohnton, PA lt~l~
William A. Yocum, Eululre
3001 Market Street
Camp Hill, Pa 17011
WILLIAM A. YOCUM
ATTORN EY-AT-LAW
3001 MARKET STREET
CAMP HILL, PA. 17011
Statement of Advertising Costs
To THE PATRIOT-NEWS CO., Dr.
For publishing the notice or publication attached
hereto on the above stated dates
Probating same Notary Fee(s)
Total
$ 89.40
$ 1.75
$ 91.15
Publisher's Receipt for Advertising Cost
The Patriot News Co., publisher of The Patriot-News and Tile Sunday Patriot-News, newspapers of general
c~rculation, hereby acknowledge receipt of tile aforesaid notice and publication costs and certifies that Ihe same have
been duly paid.
DoubleGold Inc. Purofirst Capital Region
Michael Goldberg Contractor
2322 North 7th Street
Harrisburg, PA 17110
Voice: 717-232-1500
Fax: 717-232-9936
.Sold To:
Ship To:
3605 Kohler Place
Apt 1
Camp Hill, PA 17011
Invoice
Invoice Number:
2722
Invoice Date:
3~8/02
Page:
1
Customer PO Payment Terms Sales Rep ID Due Date
Net 10 Days golans 3/18/02
Description
Emergency Services - Taxable
Amount
424.53
0~-'
/
~' ~"""~b--~ (,..,,- Check No:
Subtotal
Sales Tax
Total Invoice Amount
Payment Received
TOTAL
424.53
25.47
450.00
0.00
450.00
Overdue invoices subject to a service c~harge of 1 112% per mo.(18% per year)
0
-_.
0
0
C)
0
0
0
0
0
DODO
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I.
1.
g.
?.
]].
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
// 7,~. 3_~,~P ~F'* C,,~/,//£ //zz/- -/',,/- / ?,~11
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART [[ - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
RONALD N. SMITH
I, RONALD N. SMITH, of Camp Hill, Cumberland County, Pennsylvania, being
of sound and disposing mindl memory and understanding, do hereby make, publish and
declare this my Last Will and Testament, hereby revoking any and all prior wills and
codicils thereto by me at any time heretofore made.
FIRST
I direct that all my just debts and the expenses of my last illness and funeral shall
be paid from the assets of my estate as soon as practicable after my decease.
I direct that my remains be cremated as soon as practicable after my decease. I
direct that Myers-Harner Funeral Home handle any service in my memory. It is my
desire not to have a viewing. It is my desire not to have an elaborate memorial service.
I direct that my remains be buried next to my wife at St. John's Cemetery.
SECOND
I give and bequeath all automobiles, household effects and other tangible personal
property, not including cash or securities, owned by me at my death, together with all
policies of insurance thereon, in equal shares to my then living brothers and sisters. I
¢/Ronald N. Smith / Page 1
hereby specifically exclude my half-sister, HELEN MILLER, from this provision of my
Will.
THIRD
I give, devise and bequeath the residue of my estate, of every nature and
wherever situate, in equal shares to my then living brothers and sisters. I hereby
specifically exclude my half-sister, HELEN MILLER, from this provision of my Will.
FOURTH
All principal and income, until actual distribution to the beneficiaries, shall be
free of the debts, contracts, assignments, alienations and anticipations of any
beneficiary, and the same shall not be subject to any levy, attachment, execution or
sequestration.
FIFTH
I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary
estate as a part of the expenses of the administration of the estate.
SIXTH
My personal representative shall have the following powers in addition to those
vested in them by law and by other provisions of this Will:
~'Ronald N. Smith
Page 2
ho
Eo
To retain any or all assets of my estate, real or personal, without regard to
any principle of diversification, risk or productivity.
To invest in all forms of property as my fiduciary may deem proper,
without regard to any principle of diversification, risk or productivity.
To purchase investments at a premium or discount.
To exercise all rights of a security holder or shareholder in any corporation;
to give proxies; to join in any merger, consolidation, reorganization, voting
trust plan, or other concerted action of security holders; and to delegate
discretionary duties with respect thereto.
To sell at public or private sale, to exchange or to lease, for any period of
time, any real or personal property, and to give options for sales, exchanges
or leases, for such prices and upon such terms or conditions as my fiduciary
deems proper.
To allocate receipts an.d expenses to principal or income, or partly to each.
To borrow money from my corporate fiduciary or others and to mortgage
or pledge any real or personal property as security therefore,~ i~n~my
fiduciary's sole discretion.
To compromise any claim or controversy without order of court or consent
of any beneficiary.
Page 3
Jo
Ko
To exercise any option, right or privilege granted in insurance policies or
arising from ownership of investments.
To make any distribution herein provided for in cash, in kind, or partly in
each, at valuations fixed by my personal representative at the time of
distribution.
My fiduciary may, in~_~r her sole discretion, donate any part or all of my
tangible personal property to any charitable organization(s) which would
benefit from such donation. My fiduciary is then instructed to use the
value of said donation(s) as an inheritance tax deduction for any
inheritance tax return which may be required to be filed as a consequence
of my death.
SEVENTH
I appoint my sister, CAROL R. TU1VIMINELLO, of Mohnton, Pennsylvania,
Executrix, of this, my Last Will and Testament. Should my sister, CAROL R.
TUMMINELLO, predecease me or. for any reason fail to qualify as such Executrix, or
having qualified, fail to serve as such Executrix, then I nominate, constitute and appoint
my sister, MARY C. HEIBEL, of Saint Leonard, Maryland, Executrix of this My Last
Will and Testament.
~ Smi'~/th~
Page 4
EIGHTH
My Executrix shall not be required to post security in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of five (5) typewritten pages, the first four (4) of which
bear my signature in the margin for the purpose of identification, this 12th day of July,
N. SMITH, Testator
Signed, sealed, published and declared by the above-named Testator, RONALD
N. SMITH, as and for his Last Will and Testament, in the sight and presence of us, who,
at his request, in his sight and presence and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
Address
Page 5
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS:
I, RONALD N. SMITH, THE TESTATOR, WHOSE NAME IS SIGNED TO THE FOREGOING
INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY
ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND
TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND
VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED.
SWORN OR AFFIRMED TO AND ACKNOWLEDG~D~blgFORE ME BY R~O1;qALD N. SMITH,
THE TESTATOR THIS 12th DAY OF`july, 1999. / (/ L-
/~ONALD N. SMITH, Testator
Notary PublicI' Notarial Seal
Lon ^. Richard, Notary Public
Camp Hill Bore, Cumberland County
COMMONWEALTH OF PENNSYLVANIA ) My Comm~io. Expire~Oc~.
: SS: Member, Pennsylvania Assoc~tion oI Notaries
COUNTY OF CUMBERLAND )
THE WITNESSES WHO~E NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING
DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND
SAW THE AFORESAID TESTATOR SIGN AND EXECUTE THE INSTRUMENT AS HIS LAST WILL
AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT A8 HI8 FREE
AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN
THE HEARING AND SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES; AND THAT
TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR
MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTP~INT OR UNDUE
INFLUENCE.
SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS 12th DAY OF ,JULY
Notary Public
My Comm~
Memb~L Penflsylvania Associatiofl of Notane~
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
NO.
REV-1162 EX(11-96)
CD 0011 52
TUMMINELLO CAROL R
4 CEDARWOOD LANE
MOHNTON, PA Z9540
........ fold
ESTATE INFORMATION: SSN: 208-24-0586
FILE NUMBER: 2102-01 95
DECEDENT NAME: SMITH RONALD N
DATE OF PAYMENT: 05/06/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/09/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $9,363.26
REMARKS:
CAROL R TUMMINELLO
TOTAL AMOUNT PAID:
$9,363.26
SEAL
CHECK# 1017
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
RESERVATION:
Estates of decedents dying on or before December Il, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coaaoneealth hereby expressly 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:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fuXfilX the requirements of Section 21q0 of the Xnharitanca and Estate Tax Act, Act Z3 of ZOO0. (TI P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLSj AGENT
A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at tho Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
ansaering service for fores ordering: 1-BOO-$6Z-ZO50~ services for taxpayers with special hearing and / or
speaking needs: 1-800-447-$0Z0 (TT only).
Any party in interest nat satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount ar interest) as shown on this Notice must object aithin sixty [60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171Z8-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oapt. Z80601, Harrisburg, PA 171lB-0601
Phone (717) 787-650S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is atlowed.
The 1SI 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 same tiao period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
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. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary frae calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOZ ara:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 ZOZ .000548 1992 9Z .000Z47
1985 16Z .000438 1993-1994 7Z .O0019Z
1984 llZ .000501 1995-1998 9Z .000E47
1985 13Z .000556 1999 7Z .000192
1986 IOZ .000274 ZOO0 8Z .O00Z19
1987 9Z .000247 ZOO1 9Z .000Z47
1988-1991 Ill .000301 200Z 6Z .O0016q
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DEL/N(~UENT X DA/L¥ INTEREST FACTOR
--Any Notice issued after tho tax becomes delinquent will reflect an interest calculation to fifteen (IS) 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.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will NO..c?/~ - ~:~/~'- Admin. No.
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:
State whether administration of the estate is complete:
Yes ~ 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 the following:
a. Did the personal representative file a final
account with the Court? Yes__ No ~
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Signature ....
Name (Please type or print)
Address
Tel. No.
Capacity: ~'~ Personal Representative
(MAH:rmf/AM3)
__Counsel for personal
representative
Page I of I
RELEASE AND DISCHARGE OF EXECUTOR
KNOW ~KLL MEN BY THESE PRESENTS that the undersigned has this day
rgr4ived from ~ 2~'~ 3~PL, ,Executor under the will of
~~ ~. _~..~,deCeased,late Of Hampton Township, Cumberland County,Penna.,
the sum of $./_ff./co _~. :3 ! ,which constitutes a CASH distribution of the devices,
bequests, interest or shares to which I am entitled under the will of said decedent.
In consideration of which payment, I do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts, payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
1N WITNESS WHEREOF, I have executed this Release this the /0 ~ day
of ~,r~cfi ,2003, intending to be legally bound hereby.
COMMONWEALTH OF PENNSYLVANIA)
'SS:,
COUNTY OF CUMBERLAND )
On this, the [l~'~ day of X'~'~%.~,.~ ,2003,before me the undersigned officer,
personally appeared ~/~r.s~e_ t~ /~6/~,~4~ known to me or satisfactorily proven
to be the person whose name is subscribed to the within instrument, and acknowledged that
he/she executed the same for the purposes therin contained.
IN WITNESS WHEREOF,I hereunto se.t rgy.~a0.d and~ ~official seal.
~ ~.~.~'~_ Notary
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Page I of 1
RELEASE AND DISCHARGE OF EXECUTOR
KNOW ALL MEN BY THESE PRESENTS that the undersigned has this day
rec_.eived ~fr. om t~ze-~ ~,'9,.~// . ~_ ~.~__~ ,Executor under the will of
/~f~.~..~ ~ ..,~.,Z~,deceased,late of Han~pton Township, Cumberland County,Penna.,
th' "e ~u~-o{' ~;/..7.//~-~-~, 6' / ,which constitutes a CASH distribution of the devices,
bequests,int~r~st $'~-~ha~s'to which I am entitled under the will of said decedent,
In consideration of which payment,I do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts,payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
IN WITNESS WHEREOF, I have executed this Release this the ~'/,-,,e-., rn day
of /x4,~.-t c ~. ,2003, intending to be legally bound hereby.
Witness
/
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
On this, the ] ~ 4~. ~ (r~ a e e k ,2003,before me the undersigned officer,
personally appeared /-77'x.~ ~ ;- ' known to me or satisfactorily proven
to be the person who~6.0~143 su6s~cribed to the within instrument, and acka~owledged that
he/she executed the same for the purposes therin contained.
IN WITNESS WHEREOF,I hereunto seLmy hand.and official seal.
~ X ~ Notapy
Notary P .u~.,
My C~mmt~lon i=xp~res
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Page I of I
RELEASE AND DISCHARGE OF EXECUTOR
KNOW.3~L MEN BY THESE PRESENTS that the undersigned has this day
r.gc.~ived fron~~. ~,~/ ~.s- ,Executor under the will of
.5~_~a.~.~d': .~?,~;~_-g4fl~' 'eceased, late o-f-~mpton Township, Cumberland County,Penna.,
the stun of$/4,/~3..5 / ,which constitutes a CASH distribution of the devices,
bequests, interest or shares to which I aln entitled under the will of said decedent.
In consideration of which payment,I do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts,payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
, IN WITNESS WHEREOF, I have executed this Release this the C?(5 -b4/1.day
of/~ 0,.¢'C~/. ,2003, intending to be legally bound hereby. /~
CO~ OF C~E~A~ ) [ . - ........ j
o. this. thC ~ .~,y or ~~ .:09~.UCro~¢ m~ th~,.d¢~sig,¢~ of~c¢~.
personally appeared ~/~~ ~~~. known to me or satisfactorily proven
to be the person whosCn~e~'su~scr~f~{e w~tl~in instrument, and ac~owledged that
he/she executed the same for the purposes therin contained.
IN WITNESS WHEREOF,I hereunto set !~ hand and official.~eal.
~~.~dy ~otary
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Page 1 of !
RELEASE AND DISCHARGE OF EXECUTOR
KNOW ALL MENBY THESE PRESENTS that the undersigned has this day
~,55e~eived from~azzv~p~. ~~~ ,Executor under the will of
~/f5~%'~/~77.- ~; .-'~-,~deceased,late of~mpton Township, Cumberland County,Penna.,
the sum of $/~.../&~ ..fl/ ,which constitutes a CASH distribution of the devices,
bequests, interest or shares to which I am entitled under the will of said decedent.
In consideration of which payment,l do hereby forever release and discharge
said executor of and from any and ali claims by me for further accounts, payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
IN WITNESS WHEREOF, I have executed this Release tiffs the /C° ~ day
of'?/,/j/~((~' ~A/~,. ,2003, intending to be legally bound hereby.
~ Witndss ~? ,
COMMONWEALTH OF PENNSYLVANIA)
'SS:,
On this, the ,/d JZ'day of ~,/./2Jddd/C,/ ,2003,before me the undersigned officer,
personally appeared L/.;z~.Z4 ~. ~-~/_. lmown to me or satisfactorily proven
to be the person whose nam~ ls subscribed to the within instrument, and ac~owledged that
he/she executed the same for the purposes therin contained.
~ WI~SS W~OF,! hereunto.~t ray, and pnd 9ffi~ial seal.
, PUBLIC
FAIRFIELD BORO, ADAMS COUNTY
_ · C01~15510N EXPI~S APR ?r 2003
MEMBER'Wr, t~¥LVA#IA A~SOCIATION bF NOTARI'I~'S
j u nom sg://041E6A30/ 12/12/2002
Page I of I
RELEASE AND DISCHARGE OF EXECUTOR
KNOW ALL MEN BY THESE PRESENTS that the undersigned has this day
_,~_~r~/ived fron~/~e~ ~'c~/~,,~,~,~/~% ,Executor under the will of
~2, ~d~rdei:eased,late of Hafi~3ton Township, Cumberland County,Penna.,
th'e sum r~f'$/--~,~/r~_8 ,_~/ ,which constitutes a CASlt distribution of the devices,
bequests, interest or shares to which I am entitled under the will of said decedent.
In consideration of which payment,1 do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts,payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
IN WITNESS WHEREOF, I have executed this Release this the
of /¢/,q,qc,/ff
Witness~
///~-~ day
,2003, intending to be legally bound hereby.
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
On this, the / ! day of /n/~r_~ ,2003,before me the undersigned officer,
personally appeared -Sfas3;?/4 /4 ~_.~',~n ;r~/ k~9wn to me or satisfactorily proven
to be the person whose name is subscribed to the within instrument, and acknowledged that
he/she executed the same for the purposes therin contained.
IN WITNESS WHEREOF,I hereunto set my h, axyd and offifi~aJ) ~al.
?-~ -"~d ? Notary
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Page 1 of I
RELEASE AND DISCHARGE OF EXECUTOR
KNOW ~ALL MEN BY THESE PRESENTS that the undersigned has this day
r~ceived from ~ ~.~.o~,/~ ,Executor under the will of
~. ~.e~,~ ~.~, ~L~,deceased,late of IZI3mpton Township, Cumberland County,Penna.,
the sum of $/.~/_A,_?, .q / ,which constitutes a CASH distribution of the devices,
bequests, interest or shares to which I am entitled under the will of said decedent.
In consideration of which payment,I do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts, payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
IN WITNESS WHEREOF, I have executed this Release this the / / day
of .~. ~_.~/. ,2003, intending to be legally bound hereby.
COMMONWEALTH OF PENNSYLVANIA)
:SS:,
COUNTY OF CUMBERLAND )
~ n ffi r
On this, the ///. day of.o/~4~/4 ,2003,before me the undersig ed o ce,
personally appeared~/fa,. ,~_~,:~..~,..~. known to me or satisfactorily proven
to be the person who~ nfime is ~t~b~cri~e'd ~c~ tee within instrument, and acknowledged that
he/she executed the same for the purposes therin contained.
IN WITNESS WHEREOF,I hereunto set ~,v hand and official seal.
junom sg://041E6A30/ 12/12/2002
Page I of 1
RELEASE AND DISCHARGE OF EXECUTOR
KNOW AJ~L MEN BY THESE PRESENTS that the undersigned has this day
received from~'~ ~.z~.~~.~ _~(_~, ,Executor under the will of
~.~f.~2j.~~,deceased,late 6f-I~hpton Township, Cumberland County,Penna.,
'the stuff bi~ ~;/Z_~/~ 3-, ._-~ / ,which constitutes a CASlt distribution of the devices,
bequests, interest or shares to which I am entitled under the will of said decedent.
In consideration of which payment,I do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts,payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
of
IN WITNESS WHEREOF, I have executed this Release this the
~/~ cS ,2003, intending to be legally bound hereby.
W itnes~/A.
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF~CU~vi~ EI~L A~'~)
On this, the [ ~;l''~4 day of
,2003,before me the undersigned officer,
personally appeared c ~.,-, [ t~. '-I"~,~,.,.n ,,/l~ known to me or satisfactorily proven
to be the person whose name is subscribed to the within instrument, and acknowledged that
he/she executed the same for the purposes therin contained
1N WITNESS WHEREOF,I hereunto set n~ hand an~~lf~.
Notarial Seal
Gregory J. Lewis, Nolary Public
Cumru Twp., Berks County 2006
My Commission Expires Apr. 30,
Member, Pennsylvania Association ot Note, des
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Page I of 1
RELEASE AND DISCHARGE OF EXECUTOR
KNOW .A~_L MEN BY THESE PRESENTS that the undersigned has this day
rej~ived from ~_~ ~"?~,..,~. ~_z.,,_,2,~,~ .Executor under the will of
c~..,~,~rS__~t~- .,77, ~~e[eas~d,'l'a'ie~0?:~'h~-~ton Township, Cumberland County,Penna.,
the smh ~f~'$~.~/~'::/, ._-5,/ ,which constitutes a CASH distribution of the devices,
bequests,interest or shares to which I am entitled under the will of said decedent.
In consideration of which payment,I do hereby tbrever release and discharge
said executor of and from any and al! claims by me for further accounts,payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
\ IN WITNESS WHEREOF, I have executed this Release this the day
of?~Y~_ / ,2003, intending to be legally bound hereby.
SEAL
CO~O~EAL~ OF PE~S~VA~A)
:SS:,
CO~ OF CU~E~A~ )
Onthis, tbe ~dayof ~~ ,2003,beforemetheundersignedofficer,
personally appeared ~ffDr4 4 ~' ~ P C~ ~own to me or satishctorily proven
to be the person whose names subscribed to the within instrument, and ac~owledged that
he/she executed the same for the purposes therin contained
~ WI~SS W~OF,I heret, nto~nd a~d~c~
JAN. 7~ ~
8TA~ OF NEW JE~
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Page I of I
RELEASE AND DISCHARGE OF EXECUTOR
KNOW ~LL MEN BY THESE PRESENTS that the undersigned has this day
r. e4eived fro( ' ..~~'O'?-z::::5~m.~....~/xe2'~, ,Executor under the will of
3t"~.'~/- )'~' ~ de~ehsed,l~te of Hard'ton Township, Cumberland C ounty,Penna.,
the sum-of $ ~.,/~3,. :3 / ,which constitutes a CASlt distribution of the devices,
bequests, interest or shar~-s to which I mn entitled under the will of said decedent.
In consideration of which payment,I do hereby forever release and discharge
said executor of and from any and all claims by me for further accounts, payments or
distribution(except where this release may state it is only a partial distribution) concerning
the said estate or arising out of the administration thereof.
IN WITNESS WHEREOF, I have executed this Release this the
of ~/~g;/c~ xY ,2003, intending to be legally bound hereby.
/
day
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
On this, the ~ ~day of
'SS:,
)
,2003,before me the undersigned officer,
personally appeared ~-~/--W~q, qo~ /,ri. d,U£/r~-~'z- known to me or satisfactorily proven
to be the person whose name is subscribed to the within instrument, and acknowledged that
he/she executed the same for the purposes therin contained
IN WITNESS WHEREOF,I hereunio sei~al. ,
~--;~otary
NOTARIAL SEAL
M1CHAELR. CARANCI, Nolary Public
i CampHIH Bom. _Cundxedand ~
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