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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. Preretirement Planning Memory Jogger 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) Kelley Blue Book Used Car Values Page 1 of 2 iK Uey Blue Book Th~ Trust, d R~sourc~ ................................. New Car Pricing Build a Car Incentives My Car's V~lue ~, Used Car. Retail i Buy a New Car Buy a Used Car Sell Your Car Motorcycles Iqnanclng ~nsurance Lemon C:~eck WarrantJe~: Accessories i Car Previews ', Decision Guldel i Advice! ........ About kbb i Home ~! Click the: hot spot for a surprise. 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 Buv a New Car Buy a Used Car List Your Car For Sale Online Financln_o Quote Insurance Quote Warranty. Quote Payment Calculator Equipment Air Conditioning Power Steeling AH/FM Stereo Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Excellent "Excellent" condition means that the vehicle looks great, is in excellent 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 defects. There is no rust. The tires are the proper size and match and are new or neaHy new. A clean title history. Is assumed. This is an exceptional vehicle. Private Party Value $9,896 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. [t may also represent the value you might expect to receive when selling your own used car to another private party. Get a Used Car Trade-In Va!ut Get Invoice & HSRP orl New Cprs 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 j unomsg://04 IE6A30/ 12/12/2002 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 $'~-~ha~s'to which I am entitled under the will of said decedent, In consideration of which payment,I do hereby forever release and discharge said executor of and from any and all claims by me for further accounts,payments or distribution(except where this release may state it is only a partial distribution) concerning the said estate or arising out of the administration thereof. IN WITNESS WHEREOF, I have executed this Release this the ~'/,-,,e-., rn day of /x4,~.-t c ~. ,2003, intending to be legally bound hereby. Witness / COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND On this, the ] ~ 4~. ~ (r~ a e e k ,2003,before me the undersigned officer, personally appeared /-77'x.~ ~ ;- ' known to me or satisfactorily proven to be the person who~6.0~143 su6s~cribed to the within instrument, and acka~owledged that he/she executed the same for the purposes therin contained. IN WITNESS WHEREOF,I hereunto seLmy hand.and official seal. ~ X ~ Notapy Notary P .u~., My C~mmt~lon i=xp~res junomsg://041E6A30/ 12/12/2002 Page I of I RELEASE AND DISCHARGE OF EXECUTOR KNOW.3~L MEN BY THESE PRESENTS that the undersigned has this day r.gc.~ived fron~~. ~,~/ ~.s- ,Executor under the will of .5~_~a.~.~d': .~?,~;~_-g4fl~' 'eceased, late o-f-~mpton Township, Cumberland County,Penna., the stun of$/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 junomsg://041E6A30/ 12/12/2002 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 junomsg://041E6A30/ 12/12/2002 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 ju nom sg://041E6A30/ 12/12/2002 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~ junomsg://041E6A30/ 12/12/2002 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 ~ junomsg://041E6A30/ 12/12/2002